2022-11-14T11:39:04-06:00 2021-12-31 366055558 GRANT THORNTON LLP 117 NORTH CLARK ST SUITE 200 CHICAGO IL 60601 990 2021-01-01 362203931 Health Research and Educational Trust HEAL 3124223200 155 North Wacker Drive 400 Chicago IL 606061725 M MICHELLE HOOD PRESIDENT 3124223000 2022-11-14 true M MICHELLE HOOD 999009999 BRIDGET T ROCHE P00666837 3128560200 2021 2022-09-23 18:48:47Z M MICHELLE HOOD PRESIDENT 155 North Wacker Drive 400 Chicago IL 606061725 10905999 false X WWW.HRET.ORG X 1944 IL Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services. 3 2 37 2 2630 132 9855887 9661362 727428 745435 172599 282852 4098 21203 10760012 10710852 264609 411364 0 5653498 5135347 0 0 7138629 6423195 13056736 11969906 -2296724 -1259054 21010178 22413132 2527445 3629741 18482733 18783391 HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media. false false 6747473 422359 745435 QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS. EXAMPLES INCLUDE THE COMPREHENSIVE UNIT-BASED SAFETY PROGRAM (CUSP), WHICH TRANSFORMS CARE AND PATIENT SAFETY AT THE UNIT LEVEL BY IMPROVING CULTURE, WITH SUPPORT FROM THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY. 1226477 0 0 HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. HRET WAS AWARDED A CONTRACT BY THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ) TO ACCOMPLISH THE GOAL OF HELPING TO STRENGTHEN THE QUALITY AND SAFETY OF PATIENT CARE IN HOSPITALS AND OTHER PROVIDER SETTINGS BY USING CONSUMER-TARGETED RESOURCES THAT CAN BE CO-BRANDED AND SHARED WITH PATIENTS. 136834 0 0 Research and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders. 8110784 true true false false false false false false false false false false false true true true true false false false false false false false false false true false true false false false false false false false false false false false false false true false true false true X 0 0 37 true true true false false false false true true false false false false false false X 3 2 false false false false true true true true true false false true true true true true true false false false CA IL NY X X LISA WASSERMAN 3124223000 155 North Wacker Suite 400 CHICAGO IL 606061725 HEIDI DUNCAN CHAIR 5.0 0 X X 0 0 0 M Michelle Hood PRESIDENT 1.0 40.0 X X 0 1420354 231401 RUSS GRONEWALD BOARD MEMBER 1.0 0 X 0 0 0 Andrew J Shin COO (END 04/02/2021) 40.0 0 X 213691 0 12486 Daniel J Delgado Senior Director of Finance and Compliance 40.0 0 X 188813 0 48064 KRISTEN HAYES DIRECTOR, CLINICAL QUALITY 40.0 0 X 144209 0 35431 LOUELLA HUNG DIRECTOR CLINC QUAL 40.0 0 X 129732 0 43968 Marie Cleary-Fishman VP Clinical Quality 40.0 0 X 234653 0 44689 Nancy A Myers PhD VP Leadership & System Innovation 40.0 0 X 237671 0 27047 1148769 1420354 443086 12 false true false LEAGUE FOR INNOVATION 2040 S ALMA SCHOOL RD SUITE 1-500 CHANDLER AZ 85286 CONSULTING 714204 REVIVE PUBLIC RELATIONS LLC 209 10TH AVE SUITE 214 NASHVILLE TN 37203 VIDEO PRODUCTION 426140 LASALLE NETWORK 200 N LASALLE ST SUITE 2500 CHICAGO IL 60601 TEMP HELP 379357 133 PUBLIC AFFAIRS 601 13TH ST NW 290 NORTH WASHINGTON DC 20005 STRATEGIC COUNCIL AND COMMUNICATION SUPPORT 283875 NORC - NATIONAL OPINION RESEARCH CTR U OF CHICAGO A/R 20TH FLOOR 55 EAST MONROE ST CHICAGO IL 60603 DATA ANALYSIS / REPORTING 200238 9 8049323 1612039 9661362 Sales of Books and Data 511120 457631 457631 Education and Meetings 611600 268899 268899 Membership Dues 900099 18905 18905 0 0 0 0 745435 183643 183643 2774 2774 0 0 294356 195147 99209 0 99209 99209 Miscellaneous 900099 15799 15799 Advertising Revenue 541800 2630 2630 0 0 0 0 18429 10710852 745435 2630 301425 X 411364 411364 226177 121420 104757 4137558 2221196 1916362 187374 100589 86785 325473 174726 150747 258765 138915 119850 44460 37488 6972 32751 27615 5136 113014 95291 17723 4181874 3527793 654081 0 374161 297854 76307 326134 243153 82981 91898 9190 82708 536505 76588 459917 43459 40090 3369 81699 72304 9395 39848 19170 20678 SHARED SERVICES 545207 490605 54602 EDUCATION AND TRAINING 8495 3668 4827 BAD DEBT 1441 622 819 TAXES 30 14 16 2219 1129 1090 0 11969906 8110784 3859122 0 7744298 6692663 1047538 1756279 0 0 0 0 28450 45745 0 0 0 0 12189892 13918445 0 0 0 0 21010178 22413132 233624 315025 1491847 1795998 0 0 801974 1518718 2527445 3629741 17906675 18282316 576058 501075 18482733 18783391 21010178 22413132 -1259054 1559712 0 X false true X true true true X X X 1 AMERICAN HOSPITAL ASSOCIATION 360726140 9 false 0 0 1 0 0 false false true true true false false false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 1 Supported Orgs Listed By Name Health Research and Educational Trust ("HRET") has a historic and continuing relationship with its supported organization, American Hospital Association ("AHA")-spanning over a 70-year period-and, as described below, there is a substantial identity of interests between the organizations. Therefore, HRET meets the organizational requirements of a Type I supporting organization. By way of background, in 1943 the AHA's House of Delegates passed a resolution recommending, among other things, federal aid for the construction of hospitals where needed. This was a special challenge because there was no complete inventory of the nation's hospitals by location, ownership, number of beds or services offered. In fact, there was no precise definition for "hospital." These shortcomings made it impossible to study the country's need for hospitals and other medical facilities. The AHA moved to fill this void by commissioning a study to evaluate existing facilities and services, project the need for hospitals, and offer recommendations for action at the end of World War II. In 1944, the AHA established HRET to receive grants for the study. Since that time, HRET has remained an active research and education affiliate of AHA. There is a substantial identity of interests between HRET and AHA. For example, HRET publicly holds itself out as being "in Partnership with AHA" and a "not-for-profit research and education affiliate of the AHA." It is assured that a substantial identity of interests between the organizations is maintained and will continue because the HRET Amended and Restated Trust Agreement provides that the entire Board of Trustees of HRET shall be either members of the AHA Board of Trustees, or appointed by the AHA Board of Trustees. Furthermore, among other things, the Bylaws of HRET provide that the Chair of HRET is appointed by the AHA Board of Trustees; the President of HRET is an AHA Executive Vice President. Schedule A, Part IV, Section A, Line 3b Qualified Under 501C(4)(5) Or (6) Annually, the AHA completes a pro forma schedule a, part III. The supporting calculation is kept in HRET's files. Schedule A, Part IV, Section A, Line 3c Support To Org. Used Exclusively Sec. 170(c)(2)(B) Purposes HRET engages in activities which further the AHA's exempt purpose to advance the health of individuals and communities. HRET does not provide any monetary support to AHA. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED Intercompany Payable 1518718 1518718 X 12157550 1559712 0 1559712 10597838 113014 0 113014 10710852 11856892 0 0 11856892 113014 0 113014 11969906 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote HRET "The Trust" is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Trust follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Trust may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Trust. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods presented herein. The Trust files Form 990 in the U.S. federal jurisdiction and the State of Illinois. true MEMORIAL HEALTHCARE SYSTEM 3501 JOHNSON ST HOLLYWOOD FL 33021 832024461 501(C)(3) 12500 QUEST FOR QUALITY YALE NEW HAVEN HEALTH 789 HOWARD AVE NEW HAVEN CT 06519 060646652 501(C)(3) 75000 QUEST FOR QUALITY YUMA REGIONAL MEDICAL CENTER 2400 SOUTH AVENUE A YUMA AZ 85364 866007596 501(C)(3) 12500 QUEST FOR QUALITY ORLANDO HEALTH 52 W UNDERWOOD MP 98 ORLANDO FL 32806 591726273 501(C)(3) 10175 SUPPORT PAYMENT AMDA - THE SOCIETY FOR POST-ACCUTE AND LONG TERM CARE MEDICINE 10500 LITTLE PATUXENT PARKWAY SUITE 210 COLUMBIA MD 21044 521950426 501(C)(3) 10995 SUPPORT PAYMENT ATRIUM HEALTH CABARRUS 920 CHURCH ST N CONCORD NC 28025 208776473 501(C)(3) 10995 SUPPORT PAYMENT AVERA HEALTH 3900 W AVERA DR SIOUX FALLS SD 57108 460422673 501(C)(3) 10995 SUPPORT PAYMENT DUKE REGIONAL HOSPITAL 3643 N ROXBORO ST DURHAM NC 27704 562070036 501(C)(3) 10995 SUPPORT PAYMENT ERIE COUNTY MEDICAL CENTER 462 GRIDER ST BUFFALO NY 14215 830382654 501(C)(3) 10995 SUPPORT PAYMENT HEBREW REHABILITATION CENTER 462 GRIDER ST ROSINDALE MA 02131 042104298 501(C)(3) 10995 SUPPORT PAYMENT MOUNTAIN-PACIFIC QUALITY HEALTH 560 N PARK AVE SUITE 200 HELENA MT 59601 810343791 501(C)(3) 10995 SUPPORT PAYMENT PROMEDICA 274 EAST CHICAGO COLDWATER MI 49036 341517671 501(C)(3) 10995 SUPPORT PAYMENT US DEPARTMENT OF VETERANS AFFAIRS 810 W VERMONT AVE NW WASHINGTON DC 20420 521688621 501(a) 10995 SUPPORT PAYMENT UC SAN DIEGO HEALTH 200 W ARBOR DR SAN DIEGO CA 92103 956006144 501(C)(3) 10995 SUPPORT PAYMENT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE ROCHESTER NY 14642 160743209 501(C)(3) 10995 SUPPORT PAYMENT H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE 12902 MAGNOLIA DR TAMPA FL 33612 593238634 501(C)(3) 11202 SUPPORT PAYMENT NORTHWELL HEALTH 2000 MARCUS AVE NEW HYDE PARK NY 11042 113418133 501(C)(3) 21990 SUPPORT PAYMENT 17 1 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Awards are provided to organizations after applications are submitted, reviewed and approved. The restrictions of use are indicated and the grantee is notified of the purpose of the funds. Awards and support of research require attendance and or follow up such as financial reports and written narratives of program participation. X true true false true false false false false false true false M Michelle Hood PRESIDENT 0 1007565 0 358029 0 54760 0 206332 0 25069 0 1651755 0 0 Andrew J Shin COO (END 04/02/2021) 133476 0 71734 0 8481 0 10289 0 2197 0 226177 0 0 0 Marie Cleary-Fishman VP Clinical Quality 213371 0 16941 0 4341 0 14254 0 30435 0 279342 0 0 0 Daniel J Delgado Senior Director of Finance and Compliance 173552 0 13033 0 2228 0 11703 0 36361 0 236877 0 0 0 Nancy A Myers PhD VP Leadership & System Innovation 216976 0 16941 0 3754 0 14254 0 12793 0 264718 0 0 0 LOUELLA HUNG DIRECTOR CLINC QUAL 121008 0 7013 0 1711 0 8690 0 35278 0 173700 0 0 0 KRISTEN HAYES DIRECTOR, CLINICAL QUALITY 135643 0 7134 0 1432 0 9103 0 26328 0 179640 0 0 0 Schedule J, Part I, Line 1a Discretionary spending account TAXABLE BENEFIT ALLOWANCES WERE MADE AVAILABLE TO THE PRESIDENT OF HRET. THE RELATED BENEFIT WAS INCLUDED IN THE PRESIDENT'S TAXABLE COMPENSATION. Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation the president of HRET reports to the American hospital association (aha) president. The HRET board, the aha president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and review by the committee in a timely manner. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE 2021 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ENTITY, MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - M. MICHELLE HOOD - ANDREW J. SHIN DURING 2021, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - M. MICHELLE HOOD - $188,932 DURING 2021, NO DISTRIBUTIONS (INCLUDING ACCRUED EARNINGS) WERE MADE BY AHA FROM THE PLAN. ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Schedule J, Part I, Line 7 Non-fixed payments The AHA has established an incentive award program for employees when the AHA meets and exceeds its operational effectiveness goals for a calendar year. Awards are determined after the end of the calendar year and after review and approval of AHA's organizational performance by the AHA Board. Form 990, Part V, Line 1a Box 3 of Form 1096 AMERICAN HOSPITAL ASSOCIATION, A RELATED TAX EXEMPT ORGANIZATION, PROCESSES ALL VENDOR PAYMENTS FOR ALL RELATED ENTITIES AND FILED ALL 1099 FORMS IN 2020. THE INSTITUTE IS CHARGED A MANAGEMENT FEE FOR THIS SERVICE. Form 990, Part VI, Line 15a the president of HRET reports to the American hospital association (aha) president. The HRET board, the aha president and the compensation committee of AHA participate in setting goals for performance of the HRET president and in measuring performance against these goals. the compensation committee of the aha board does not include any individual whose compensation it reviews. the committee engages an independent compensation consultant to produce comparable salary data for the president as appropriate, and makes recommendations for compensation adjustments, consistent with existing compensation agreements, policies and procedures. On an annual basis, the committee evaluates the president's performance against annual performance goals and determines whether any adjustment or performance-based reward should be made. The final compensation package of the HRET president is documented in a written employment agreement. contemporaneous minutes of the committee's deliberations are prepared and reviewed by the committee in a timely manner. Form 990, Part VI, Line 6 Classes of members or stockholders The organization's sole corporate member is American Hospital Association, a related tax-exempt organization. As the organization's sole Corporate Member, American Hospital Association has the right to elect or appoint members of the organization's governing body and approve or deny significant decisions of the organization's governing body. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body See narrative for Form 990, Part VI, Line 6. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders See narrative for Form 990, Part VI, Line 6. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FULL FORM 990 IS REVIEWED BY A PUBLIC ACCOUNTING FIRM AND THE FILING ORGANIZATION'S MANAGEMENT. MANAGEMENT SHARES IT WITH TEH HRET BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy ON AN ANNUAL BASIS, THE ORGANIZATION'S TRUSTEES, OFFICERS, AND EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY LEGAL, HUMAN RESOURCES AND COMPLIANCE STAFF OF THE AMERICAN HOSPITAL ASSOCIATION. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR A FINAL DETERMINATION OF ANY ACTION TO BE CONSIDERED OR UNDERTAKEN. ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER THE QUESTIONNAIRE IS COMPLETED MUST BE PROMPTLY REPORTED. ANY RESTRICTIONS IMPOSED, BASED ON INFORMATION DISCLOSED IN A CONFLICT OF INTEREST QUESTIONNAIRE OR OTHERWISE WOULD BE COMMENSURATE WITH THE TYPE OF CONFLICT IDENTIFIED AND WOULD BE REFERRED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR A DETERMINATION ON WHETHER DISCLOSURE TO THE FULL BOARD OF TRUSTEES IS WARRANTED. Form 990, Part VI, Line 19 Required documents available to the public The organization's governing document and conflict of interest policy are available upon request. The organization's Financial statements are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104 and are not available to the public at this time. Form 990, Part IX, Line 11g Other Fees Program Subcontractors - Total Expense: 3533397, Program Service Expense: 2981012, Management and General Expenses: 552385, Fundraising Expenses: ; PROFESSIONAL SERVICES - Total Expense: 115074, Program Service Expense: 97028, Management and General Expenses: 18046, Fundraising Expenses: ; CONSULTING SERVICES - Total Expense: 495328, Program Service Expense: 417650, Management and General Expenses: 77678, Fundraising Expenses: ; SPONSORSHIPS / COMMISSIONS - Total Expense: 38075, Program Service Expense: 32103, Management and General Expenses: 5972, Fundraising Expenses: ; AMERICAN HOSPITAL ASSOCIATION 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 EDUCATION/ADVOCACY IL 501(c)(6) NA false AHAPAC 800 10th Street NW Two CityCenter Suite 400 WASHINGTON DC 20001 362996517 FOR POLITICAL CAMPAIGNS IL 527 AHA false AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 363591337 NURSE LEADERSHIP IL 501(c)(6) AHA false AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 800 10th Street NW Two CityCenter Suite 400 WASHINGTON DC 20001 272399044 NURSE EDUCATION SUPPORT DC 501(c)(3) Type I AONL false Health Forum Inc 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 60606 364143432 Publications IL NA C Corporation 0 0 false false false false false false false false false false false true false true true true true false false false AMERICAN HOSPITAL ASSOCIATION K 536505 COST AMERICAN HOSPITAL ASSOCIATION P 545207 COST AMERICAN HOSPITAL ASSOCIATION M 103714 COST