HEALTH RESEARCH AND EDUCATIONAL TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH RESEARCH AND EDUCATIONAL TRUST (EIN 36-2203931)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-01
- IRS object ID
- 201333059349301463
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-01T16:00:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 West Madison Street | AddressLine1 |
| Address Line2 | Suite 700 | AddressLine2 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606024903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362203931 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTH RESEARCH AND EDUCATIONAL TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 3124223200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAULIK JOSHI | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-05-01 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAULIK JOSHI | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Drive | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 55887720 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HRET.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | HEALTH RESEARCH AND EDUCATIONAL TRUST IS ORGANIZED TO ASSIST HEALTH CARE ORGANIZATIONS & COMMUNITIES TO IMPROVE THE EFFICIENCY, QUALITY & ACCESSIBILITY OF HEALTH CARE SERVICES BY CONDUCTING APPLIED RESEARCH & DEMONSTRATION PROJECTS AND DISSEMINATING RESULTS THROUGH EDUCATION, PUBLICATIONS, & OTHER MEDIA AS APPROPRIATE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 71 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 12318767 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 49117574 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1023097 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1085166 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 94859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 825872 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 67831 | OtherRevenuePriorYear |
| Other Revenue Current Year | 3844 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13504554 | TotalRevenuePriorYear |
| Total Revenue Current Year | 51032456 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1164563 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 250827 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4862686 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 7091924 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 95363 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8140305 | OtherExpensePriorYear |
| Other Expenses Current Year | 41550869 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14167554 | TotalExpensesPriorYear |
| Total Expenses Current Year | 48893620 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -663000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2138836 | RevenuesLessExpensesCY |
| Total Assets BOY | 7179517 | TotalAssetsBOY |
| Total Assets EOY | 28755315 | TotalAssetsEOY |
| Total Liabilities BOY | 2741577 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 22324567 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4437940 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6430748 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | true | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28349128 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | THE HEALTH RESEARCH & EDUCATIONAL TRUST (HRET), AN AFFILIATE OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), HAS BEEN AWARDED A CONTRACT BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TO SUPPORT THEIR PARTNERSHIP FOR PATIENTS (PFP) CAMPAIGN. PFP IS A PUBLIC-PRIVATE PARTNERSHIP THAT INTENDS TO HELP IMPROVE THE QUALITY, SAFETY AND AFFORDABILITY OF HEALTH CARE FOR ALL AMERICANS. THE PROJECT ASSISTS HOSPITALS ADOPT NEW PRACTICES THAT HAVE THE POTENTIAL TO REDUCE INPATIENT HARM BY 40 PERCENT AND READMISSIONS BY 20 PERCENT. THE PFP FOCUSES ON TEN AREAS FOR QUALITY IMPROVEMENT. WITHIN THESE AREAS, HRET SUPPORTS THE IMPLEMENTATION OF PROVEN BEST PRACTICES AND LESSONS LEARNED THROUGH THE USE OF WEBINARS AND EDUCATIONAL SESSIONS TO HOSPITALS PARTICIPATING IN THE PARTNERSHIP. HRET PROVIDES THIS EDUCATION AND TRAINING WITH OVER 1,600 HOSPITALS RECRUITED BY ITS 34 STATE HOSPITAL ASSOCIATION PARTNERS IN SUPPORT OF THEIR QUALITY IMPROVEMENT EFFORTS IN THE TARGETED AREAS: -ADVERSE DRUG EVENTS (ADE) -CATHETER-ASSOCIATED URINARY TRACT INFECTIONS (CAUTI) -CENTRAL LINE-ASSOCIATED BLOOD STREAM INFECTIONS (CLABSI) -INJURIES FROM FALLS AND IMMOBILITY -OBSTETRICAL ADVERSE EVENTS -PRESSURE ULCERS -SURGICAL SITE INFECTIONS -VENOUS THROMBOEMBOLISM (VTE) -VENTILATOR-ASSOCIATED PNEUMONIA (VAP) -PREVENTABLE READMISSIONS AS A HOSPITAL ENGAGEMENT NETWORK (HEN) HRET IS ASSISTING TO IDENTIFY SOLUTIONS ALREADY WORKING TO REDUCE HEALTH CARE ACQUIRED CONDITIONS, AND ESTABLISH WAYS TO SPREAD THEM TO OTHER HOSPITALS AND HEALTH CARE PROVIDERS. AHA/HRET HEN IS DEVELOPING LEARNING COLLABORATIVES FOR HOSPITALS AND PROVIDING A WIDE ARRAY OF INITIATIVES AND ACTIVITIES TO IMPROVE PATIENT SAFETY. INTENSIVE TRAINING PROGRAMS ARE BEING CONDUCTED TO TEACH AND SUPPORT HOSPITALS IN MAKING PATIENT CARE SAFER, PROVIDE TECHNICAL ASSISTANCE SO THAT HOSPITALS CAN ACHIEVE QUALITY MEASUREMENT GOALS, AND ESTABLISH AND IMPLEMENT A SYSTEM TO TRACK AND MONITOR HOSPITAL PROGRESS IN MEETING QUALITY IMPROVEMENT GOALS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11814889 | Expense |
| Grants | 232527 | Grants |
| Revenue | 0 | Revenue |
| Description | QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO PROVIDE OPERATIONAL ADVICE ON IMPROVING QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2149709 | Expense |
| Grants | 0 | Grants |
| Revenue | 465941 | Revenue |
| Description | HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES. HRET WORKS WITH PRIMARY CARE PROVIDERS TO REVIEW THEIR ELECTRONIC HEALTH RECORDS, IMPROVE PRIMARY CARE PREVENTION SERVICES AS WELL AS PROVIDE RESOURCES ON HIGH QUALITY CARE TO PATIENTS. 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. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 1722110 | 18300 | 646805 | OTHER PROGRAM SERVICE ACCOMPLISHMENTS: CARE COORDINATION: MANAGEMENT AND POLICY RESEARCH TO IDENTIFY BEST PRACTICES IN CARE COORDINATION AND EVALUATION OF EFFECTIVE CARE COORDINATION PRACTICES. LEADERSHIP/GOVERNANCE: MANAGEMENT RESEARCH TO SUPPORT LEADERSHIP AND GOVERNANCE IN IMPROVEMENT. QUANTITATIVE RESEARCH: ANALYSIS OF SECONDARY DATA ASSOCIATED WITH HEALTH CARE PERFORMANCE ACROSS MULTIPLE DIMENSIONS. |
| 239826 | 0 | 0 | HRET'S PAYMENT REFORM PROGRAM CONDUCTS POLICY RESEARCH TO DEVELOP, TEST AND EVALUATE NEW MODELS OF PAYMENT REFORM. TO PROVIDE CURRENT INFORMATION ABOUT THE NATURE OF EMPLOYER-SPONSORED HEALTH BENEFITS, THE KAISER FAMILY FOUNDATION AND THE HEALTH RESEARCH & EDUCATIONAL TRUST CONDUCT AN ANNUAL NATIONAL SURVEY OF NONFEDERAL PRIVATE AND PUBLIC EMPLOYERS WITH THREE OR MORE WORKERS. THIS ANNUAL SURVEY OF APPROXIMATELY 3,000 RANDOMLY SELECTED EMPLOYERS--LARGE AND SMALL, PUBLIC AND PRIVATE, IN ALL MAJOR INDUSTRIES--SERVES AS A KEY RESOURCE FOR POLICYMAKERS, EMPLOYERS, AND HEALTH RESEARCHERS SEEKING NEW INFORMATION ABOUT THE INSURANCE MARKET. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1961936 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 18300 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 646805 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44275662 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 60 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 71 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Evans | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3124223200 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 North Wacker Suite 400 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 606061725 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JOHN G O'BRIEN | ||||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL G ROCK | ||||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 | 1.00 | |
| BRENITA CRAWFORD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DAVID P TILTON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| DOUGLAS A CONRAD | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| JEFF SELBERG | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LAWRENCE P CASALINO | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| LORRIE WARNER | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARY BLUNT | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MARYJANE WURTH | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL CHERNEW | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| RHONDA ANDERSON | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | 1.00 | ||
| RICHARD J UMBDENSTOCK | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 2455489 | 406933 | 40.00 | ||
| TR REID | ||||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |||
| MAULIK JOSHI | ||||||||
| PRESIDENT | 40.00 | X | 477975 | 0 | 113929 | |||
| R JOHN EVANS | ||||||||
| TREASURER | 1.00 | X | 0 | 379495 | 120367 | 40.00 | ||
| BARBARA EDSON | ||||||||
| VP CLINICAL QUALITY | 40.00 | 167109 | 0 | 22858 | X | |||
| DAVID SHULKE | ||||||||
| VP RESEARCH PROGRAMS | 40.00 | 200939 | 0 | 35164 | X | |||
| SHERI WINSPER | ||||||||
| VP CLINICAL QUALITY | 40.00 | 185262 | 0 | 7412 | X | |||
| STEPHEN MARTIN JR | ||||||||
| VP ACHI | 40.00 | 221881 | 0 | 35264 | X | |||
| STEVEN HINES | ||||||||
| VICE PRESIDENT RESEARCH | 40.00 | 207502 | 0 | 39750 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1460670 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2834984 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 781677 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CALIFORNIA HEALTH FOUNDATION & TRUST | |||||
| 1215 K ST STE 800 | SACREMENTO | CA | 95814 | DATA RESEARCH | 2190571 |
| CYNOSURE HEALTH | |||||
| PO BOX 786 | BURLINGTON | VT | 05402 | DATA RESEARCH | 1997013 |
| WISCONSIN HOSPITAL ASSOCIATION | |||||
| 5510 RESEARCH PARK DR | FITCHBURG | WI | 53711 | DATA RESEARCH | 1538426 |
| JOHNS HOPKINS UNIVERSITY | |||||
| 1101 EAST 33RD STREET | BALTIMORE | MD | 21218 | DATA RESEARCH | 1453548 |
| INDIANA HOSPITAL ASSOCIATION | |||||
| 1 AMERICAN SQ STE 1900 | INDIANAPOLIS | IN | 46282 | DATA RESEARCH | 1357857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 59 | NumberOfContractorsGT100K |
| Fundraising Events | 60000 | FundraisingEvents |
| Related Organizations | 1800000 | RelatedOrganizations |
| Government Grants | 46179490 | GovernmentGrants |
| All Other Contributions | 1078084 | AllOtherContributions |
| Total Contributions | 49117574 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SALES OF BOOKS AND DATA | 511120 | 465941 | 465941 |
| EDUCATION AND MEETINGS | 611600 | 619225 | 619225 |
| 0 | |||
| 0 | |||
| 0 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1085166 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64419 | TotalRevenueColumn |
| Exclusion | $64,419 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 34255 | TotalRevenueColumn |
| Exclusion | $34,255 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5535342 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4773889 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 761453 | Securities |
| Other | 0 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 761453 | TotalRevenueColumn |
| Exclusion | $761,453 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 23384 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 60000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 81375 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -57991 | TotalRevenueColumn |
| Exclusion | -$57,991 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MISCELLANEOUS | 900099 | 27580 | 27580 |
| 0 | |||
| 0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 27580 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51032456 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1112746 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $802,136 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250827 | Total |
| Program Services | 250827 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591904 | Total |
| Program Services | 236762 | ProgramServices |
| Management And General | 352632 | ManagementAndGeneral |
| Fundraising | 2510 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4128487 | Total |
| Program Services | 2980763 | ProgramServices |
| Management And General | 1083227 | ManagementAndGeneral |
| Fundraising | 64497 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314338 | Total |
| Management And General | 314338 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1561585 | Total |
| Program Services | 1045764 | ProgramServices |
| Management And General | 494647 | ManagementAndGeneral |
| Fundraising | 21174 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495610 | Total |
| Program Services | 357830 | ProgramServices |
| Management And General | 130598 | ManagementAndGeneral |
| Fundraising | 7182 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53960 | Total |
| Management And General | 53960 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45900 | Total |
| Management And General | 45900 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2486 | Total |
| Management And General | 2486 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34763967 | Total |
| Program Services | 33729010 | ProgramServices |
| Management And General | 1034957 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1220801 | Total |
| Program Services | 1141496 | ProgramServices |
| Management And General | 79305 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54600 | Total |
| Program Services | 36600 | ProgramServices |
| Management And General | 18000 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591658 | Total |
| Program Services | 98906 | ProgramServices |
| Management And General | 492752 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2371091 | Total |
| Program Services | 2142173 | ProgramServices |
| Management And General | 228918 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798391 | Total |
| Program Services | 1695766 | ProgramServices |
| Management And General | 102625 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56883 | Total |
| Management And General | 56883 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATION & TRAINING | Description |
| Total | 591132 | Total |
| Program Services | 559765 | ProgramServices |
| Management And General | 31367 | ManagementAndGeneral |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48893620 | Total |
| Program Services | 44275662 | ProgramServices |
| Management And General | 4522595 | ManagementAndGeneral |
| Fundraising | 95363 | Fundraising |
Total Joint Costs TotalJointCosts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 643379 | BOY |
| EOY | 6575451 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5561892 | BOY |
| EOY | 12539467 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22381 | BOY |
| EOY | 8619 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 0 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 0 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 727673 | BOY |
| EOY | 9582910 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178613 | BOY |
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45579 | BOY |
| EOY | 48868 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7179517 | BOY |
| EOY | 28755315 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 673801 | BOY |
| EOY | 5112552 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 234650 | BOY |
| EOY | 11326021 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1833126 | BOY |
| EOY | 5885994 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2741577 | BOY |
| EOY | 22324567 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4170593 | BOY |
| EOY | 5955881 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267347 | BOY |
| EOY | 474867 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4437940 | BOY |
| EOY | 6430748 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7179517 | BOY |
| EOY | 28755315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 2138836 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -146028 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HOSPITAL ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360726140 | EIN |
| Type Of Organization | 501(c)(6) | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | DESCRIPTION OF NON-MONETARY SUPPORT, SCHEDULE A, PART I, LINE 11H, AMERICAN HOSPITAL ASSOCIATION: HRET HAS BEEN A LEADER IN HELPING HOSPITALS, HEALTH SYSTEMS AND THEIR GOVERNING BODIES TO IMPROVE THE HEALTH OF THEIR PATIENTS AND THE COMMUNITIES THEY SERVE. HRET CONDUCTS RESEARCH AND DISSEMINATES THE FINDINGS AND ALSO PROVIDES EDUCATIONAL OPPORTUNITIES TO HELP THE MEMBERS OF THE AHA AND THE GENERAL HEALTH CARE FIELD. , | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AHA AND AFFILIATES | $5,837,126 |
| DEFERRED COMPENSATION | $48,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 5885994 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 50965317 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -146028 | NetUnrealizedGainsInvestments |
| Other Revenues | 81375 | OtherRevenues |
| Revenue Not Rptd F990 | -64653 | RevenueNotRptdF990 |
| Revenue Subtotal | 51029970 | RevenueSubtotal |
| Investment Expenses Not Included | 2486 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2486 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 51032456 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 48972509 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 81375 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 81375 | ExpensesNotRptdF990 |
| Expenses Subtotal | 48891134 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 2486 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2486 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 48893620 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 (ASC 740) footnote | Schedule D, Part X, Line 2 | HRET IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HRET FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, 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. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. HRET FILES FORM 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF ILLINOIS. WITH FEW EXCEPTIONS, THE TRUST IS NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2009. |
| Other revenues in audited financial statements not in form 990 | Schedule D, Part XI, Line 2d | FUNDRAISING EXPENSES - 81375; |
| Other expenses in audited financial statements not in form 990 | Schedule D, Part XII, Line 2d | FUNDRAISING EXPENSES - 81375; |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AWARDS DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 83384 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 60000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 23384 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 42298 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 39077 | OtherDirectExpensesEvent1 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Gross Receipts Total | 83384 | GrossReceiptsTotal |
| Charitable Contributions Total | 60000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 23384 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 0 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 42298 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 39077 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 81375 | DirectExpenseSummaryEvents |
| Net Income Summary | -57991 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH CAROLINA HOSPITALS | |||||||||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | 562206970 | GOV'T | 12500 | 0 | N/A | N/A | AWARD RECIPIENT | |
| UNIVERSITY HOSPITALS CASE MEDICAL CENTER | |||||||||||
| 11000 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341567805 | 501C3 | 75000 | 0 | N/A | N/A | AWARD RECIPIENT | |
| LINCOLN MEDICAL & MENTAL HEALTH CENTER | |||||||||||
| 234 EAST 149TH STREET | BRONX | NY | 10451 | 132655001 | 501C3 | 12500 | 0 | N/A | N/A | AWARD RECIPIENT | |
| ATLANTICARE REGIONAL MEDICAL CENTER | |||||||||||
| 1925 PACIFIC AVENUE | ATLANTIC CITY | NJ | 08401 | 210634549 | 501C3 | 10000 | 0 | N/A | N/A | AWARD RECIPIENT | |
| PALMETTO HEALTH | |||||||||||
| PO BOX 2266 | COLUMBIA | SC | 29202 | 582296052 | 501C3 | 10000 | 0 | N/A | N/A | AWARD RECIPIENT | |
| MT ASCUTNEY HOSPITAL & HEALTH CENTER | |||||||||||
| 289 COUNTRY ROAD | WINDSOR | VT | 05089 | 030183721 | 501C3 | 100000 | 0 | N/A | N/A | AWARD RECIPIENT | |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||||||
| 165 CAMBRIDGE STREET | BOSTON | MA | 02114 | 041564655 | 501C3 | 10000 | 0 | N/A | N/A | AWARD RECIPIENT | SUITE 600 |
| B GUNTHER & COMPANY INC | |||||||||||
| 4742 MAIN STREET | LISLE | IL | 60532 | 363820594 | N/A | 8209 | 0 | N/A | N/A | AWARD RECIPIENT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedures for monitoring use of grant funds | Identifier |
| Return Reference | Schedule I, Part I, Line 2 | ReturnReference |
| Explanation | 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. HEALTH RESEARCH AND EDUCATIONAL TRUST (HRET) IS DIRECTLY INVOLVED WITH THE OUTCOME OF THE EDWIN L. CROSBY AWARD. OTHER AWARDS AND SUPPORT OF RESEARCH REQUIRE ATTENDANCE AND OR FOLLOW UP SUCH AS FINANCIAL REPORTS AND WRITTEN NARRATIVES OF PROGRAM PARTICIPATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD J UMBDENSTOCK | ||||||||||||||
| BOARD MEMBER | 0 | 921245 | 0 | 92411 | 0 | 1441833 | 0 | 204495 | 0 | 202438 | 0 | 2862422 | 0 | 871564 |
| R JOHN EVANS | ||||||||||||||
| TREASURER | 0 | 297130 | 0 | 29117 | 0 | 53248 | 0 | 87782 | 0 | 32585 | 0 | 499862 | 0 | 18099 |
| MAULIK JOSHI | ||||||||||||||
| PRESIDENT | 391134 | 0 | 39000 | 0 | 47841 | 0 | 83685 | 0 | 30244 | 0 | 591904 | 0 | 0 | 0 |
| STEVEN HINES | ||||||||||||||
| VICE PRESIDENT RESEARCH | 187812 | 0 | 18727 | 0 | 963 | 0 | 12551 | 0 | 27200 | 0 | 247253 | 0 | 0 | 0 |
| DAVID SHULKE | ||||||||||||||
| VP RESEARCH PROGRAMS | 180979 | 0 | 18360 | 0 | 1600 | 0 | 8803 | 0 | 26361 | 0 | 236103 | 0 | 0 | 0 |
| STEPHEN MARTIN JR | ||||||||||||||
| VP ACHI | 217696 | 0 | 3850 | 0 | 335 | 0 | 7089 | 0 | 28175 | 0 | 257145 | 0 | 0 | 0 |
| SHERI WINSPER | ||||||||||||||
| VP CLINICAL QUALITY | 155057 | 0 | 10000 | 0 | 20205 | 0 | 4713 | 0 | 2698 | 0 | 192674 | 0 | 0 | 0 |
| BARBARA EDSON | ||||||||||||||
| VP CLINICAL QUALITY | 159509 | 0 | 7500 | 0 | 100 | 0 | 5936 | 0 | 16922 | 0 | 189967 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Discretionary spending account | Schedule J, Part I, Line 1a | A TAXABLE EXPENSE ACCOUNT WAS MADE AVAILABLE TO THE PRESIDENT IN 2012. |
| Arrangement used to establish the top management official's compensation | Schedule J, Part I, Line 3 | 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. |
| Supplemental nonqualified retirement plan | Schedule J, Part I, Line 4b | JOHN EVANS: 457(F) PAYOUT - $18,099 RICH UMBDENSTOCK: 457(F) PAYOUT - $871,564 |
| Non-fixed payments | Schedule J, Part I, Line 7 | 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. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| New program services | Form 990, Part III, Line 2 | THE HEALTH RESEARCH & EDUCATIONAL TRUST (HRET), AN AFFILIATE OF THE AMERICAN HOSPITAL ASSOCIATION (AHA), HAS BEEN AWARDED A CONTRACT BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES TO SUPPORT THEIR PARTNERSHIP FOR PATIENTS (PFP) CAMPAIGN. PFP IS A PUBLIC-PRIVATE PARTNERSHIP THAT INTENDS TO HELP IMPROVE THE QUALITY, SAFETY AND AFFORDABILITY OF HEALTH CARE FOR ALL AMERICANS. THE PROJECT ASSISTS HOSPITALS WITH ADOPT NEW PRACTICES THAT HAVE THE POTENTIAL TO REDUCE INPATIENT HARM BY 40 PERCENT AND READMISSIONS BY 20 PERCENT. THE PFP FOCUSES ON TEN AREAS FOR QUALITY IMPROVEMENT. WITHIN THESE AREAS, HRET SUPPORTS THE IMPLEMENTATION OF PROVEN BEST PRACTICES AND LESSONS LEARNED THROUGH THE USE OF WEBINARS AND EDUCATIONAL SESSIONS TO HOSPITALS PARTICIPATING IN THE PARTNERSHIP. HRET PROVIDES THIS EDUCATION AND TRAINING WITH OVER 1,600 HOSPITALS RECRUITED BY ITS 34 STATE HOSPITAL ASSOCIATION PARTNERS IN SUPPORT OF THEIR QUALITY IMPROVEMENT EFFORTS IN THE TARGETED AREAS: -ADVERSE DRUG EVENTS (ADE) -CATHETER-ASSOCIATED URINARY TRACT INFECTIONS (CAUTI) -CENTRAL LINE-ASSOCIATED BLOOD STREAM INFECTIONS (CLABSI) -INJURIES FROM FALLS AND IMMOBILITY -OBSTETRICAL ADVERSE EVENTS -PRESSURE ULCERS -SURGICAL SITE INFECTIONS -VENOUS THROMBOEMBOLISM (VTE) -VENTILATOR-ASSOCIATED PNEUMONIA (VAP) -PREVENTABLE READMISSIONS AS A HOSPITAL ENGAGEMENT NETWORK (HEN) HRET IS ASSISTING TO IDENTIFY SOLUTIONS ALREADY WORKING TO REDUCE HEALTH CARE ACQUIRED CONDITIONS, AND ESTABLISH WAYS TO SPREAD THEM TO OTHER HOSPITALS AND HEALTH CARE PROVIDERS. AHA/HRET HEN IS DEVELOPING LEARNING COLLABORATIVES FOR HOSPITALS AND PROVIDING A WIDE ARRAY OF INITIATIVES AND ACTIVITIES TO IMPROVE PATIENT SAFETY. INTENSIVE TRAINING PROGRAMS ARE BEING CONDUCTED TO TEACH AND SUPPORT HOSPITALS IN MAKING PATIENT CARE SAFER, PROVIDE TECHNICAL ASSISTANCE SO THAT HOSPITALS CAN ACHIEVE QUALITY MEASUREMENT GOALS, AND ESTABLISH AND IMPLEMENT A SYSTEM TO TRACK AND MONITOR HOSPITAL PROGRESS IN MEETING QUALITY IMPROVEMENT GOALS. |
| Classes of members or stockholders | Form 990, Part VI, Section A, Line 6 | 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. |
| Members or stockholders electing members of governing body | Form 990, Part VI, Section A, Line 7a | SEE NARRATIVE FOR FORM 990, PART VI, LINE 6. |
| Decisions requiring approval by members or stockholders | Form 990, Part VI, Section A, Line 7b | SEE NARRATIVE FOR FORM 990, PART VI, LINE 6. |
| Review of form 990 by governing body | Form 990, Part VI, Section B, Line 11b | THE FILING ORGANIZATION'S MANAGEMENT REVIEWS THE FORM 990 AND SHARES IT WITH THE HRET BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy | Form 990, Part VI, Section B, Line 12c | ON AN ANNUAL BASIS, THE ORGANIZATION'S TRUSTEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE. THE ORGANIZATION'S OFFICERS AND ALL OTHER EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE ON A BI-ANNUAL BASIS. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY LEGAL, HUMAN RESOURCES AND AUDIT AND COMPLIANCE STAFF. 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 DISCLOSED TO THE BOARD OF TRUSTEES. |
| Process used to establish compensation of top management official | Form 990, Part VI, Section B, 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 REVIEW BY THE COMMITTEE IN A TIMELY MANNER. |
| PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS | FORM 990, PART VI, LINE 15B | THE ORGANIZATION'S COMPENSATION COMMITTEE HAS AUTHORIZED THE CEO TO DETERMINE, REVIEW AND APPROVE THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS. THE CEO REVIEWS COMPARABLE SALARY DATA PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT FOR THE ORGANIZATION'S OTHER OFFICERS AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE CEO EVALUATES THE OFFICERS' PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. |
| Governing documents, conflict of interest policy and financial statements available to the public | Form 990, Part VI, Section C, Line 19 | 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. |
| Other Expenses | Form 990, Part IX, Line 11g | HEN SUBCONTRACTORS - TOTAL EXPENSE: 31326634, PROGRAM SERVICE EXPENSE: 31323509, MANAGEMENT AND GENERAL EXPENSES: 3125, FUNDRAISING EXPENSES: 0; PROGRAM SUBCONTRACTORS - TOTAL EXPENSE: 3437333, PROGRAM SERVICE EXPENSE: 2405501, MANAGEMENT AND GENERAL EXPENSES: 1031832, FUNDRAISING EXPENSES: ; |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOSPITAL ASSOCIATION | |||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | EDUCATION/ADVOCACY | IL | 501(C)(6) | N/A | NA | false |
| INSTITUTE FOR DIVERSITY IN HEALTHCARE | |||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | DIVERSITY | IL | 501(C)(3) | 9 | AHA | false |
| AHAPAC | |||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | POLITICAL CAMPAIGNING | IL | 527 | N/A | AHA | false |
| AMERICAN ORGANIZATION OF NURSE EXECUTIVES | |||||||||
| 155 NORTH WACKER DRIVE SUITE 400 | CHICAGO | IL | 606061725 | NURSE LEADERSHIP | IL | 501(C)(6) | N/A | AHA | false |
| AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION | |||||||||
| 325 7TH STREET NW | WASHINGTON | DC | 20004 | NURSE EDUCATION SUPPORT | DC | 501(C)(3) | Type I | AONE | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |