2023-09-20T08:11:58-05:00 2022-12-31 883159608 J D HOLLIS LLC 14104 CHELMSFORD RD ROCKVILLE MD 208532017 990 2022-01-01 522102558 NATIONAL INSTITUTE FOR HEALTH CARE MGMT RESEARCH & EDUCATIONAL FOUNDATION NATI 2022964426 1225 19TH STREET NW 710 WASHINGTON DC 20036 NANCY CHOCKLEY PRESIDENT & CEO 2022964426 2023-09-20 1 NANCY CHOCKLEY 999009999 0 P00892740 3018079077 X 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z NANCY CHOCKLEY 1225 19TH STREET NW 710 WASHINGTON DC 20036 5896420 0 X WWW.NIHCM.ORG X 1998 DC THE FOUNDATION'S PURPOSE IS TO CONDUCT RESEARCH, HOLD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 17 16 6 0 0 0 1993000 3430636 0 0 148387 -57463 0 0 2141387 3373173 798840 873497 0 0 1329353 1313312 0 0 0 836105 632666 2964298 2819475 -822911 553698 9490536 8278539 957970 259284 8532566 8019255 TO CONDUCT RESEARCH, EDUCATIONAL FORUMS, DISCUSSION GROUPS & DISTRIBUTE EDUCATIONAL MATERIALS TO THE PUBLIC ON EFFECTIVE & INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY & REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 0 0 807295 CONDUCTED RESEARCH, HELD EDUCATIONAL FORUMS & DISCUSSION GROUPS AND DISTRIBUTED EDUCATIONAL MATERIAL TO THE PUBLIC ON EFFECTIVE AND INNOVATIVE PRACTICES IN HEALTH CARE MANAGEMENT IN AN EFFORT TO IMPROVE THE EFFICIENCY AND REDUCE THE COST OF HEALTH CARE IN THE UNITED STATES. 454030 CONDUCTED AN AWARDS PROGRAM TO INSPIRE AND REWARD SIGNIFICANT CONTRIBUTIONS MADE IN THE HEALTH CARE MANAGEMENT FIELD THROUGH RESEARCH PAPERS, PRINT JOURNALISM, TELEVISION AND RADIO JOURNALISM, AND DIGITAL MEDIA. 1123639 873497 NIHCM GRANTS PROGRAM: AWARDED GRANTS FOR INVESTIGATOR-INITIATED RESEARCH WITH POTENTIAL TO INFORM IMPROVEMENTS TO THE U.S. HEALTH CARE SYSTEM BY ADVANCING THE EXISTING KNOWLEDGE BASE IN THE AREAS OF HEALTH CARE FINANCING, DELIVERY, MANAGEMENT AND/OR POLICY. AWARDED ADDITIONAL GRANTS TO JOURNALISTS TO PROVIDE FUNDING FOR HEALTH REPORTING, EDUCATIONAL OPPORTUNITIES FOR HEALTH CARE REPORTERS, AND PUBLIC ENGAGEMENT CAMPAIGNS FOR HEALTH-RELATED DOCUMENTARY FILMS. 2384964 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 46 0 6 1 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X CORPORATION 2022964426 1225 19TH STREET NW SUITE 710 WASHINGTON DC 20036 CORY HARRIS DIRECTOR 2.00 X 0 0 0 MICHAEL MIZEUR DIRECTOR 2.00 X 0 0 0 CURTIS BARNETT CHAIRMAN 2.00 X X 0 0 0 PATRICK GERAHGTY DIRECTOR 2.00 X 0 0 0 DAVID HOLMBERG DIRECTOR 2.00 X 0 0 0 GAIL BOUDREAUX DIRECTOR 2.00 X 0 0 0 JEFF ROE DIRECTOR 2.00 X 0 0 0 GARY ST HILAIRE DIRECTOR 2.00 X 0 0 0 MAURICE SMITH DIRECTOR 2.00 X 0 0 0 ANDREW DREYFUS DIRECTOR 2.00 X 0 0 0 JD HICKEY MD VICE CHAIRMAN 2.00 X X 0 0 0 GREGORY DEAVENS DIRECTOR 2.00 X 0 0 0 DANA ERICKSON DIRECTOR 2.00 X 0 0 0 W DAVID HELMS PHD DIRECTOR 2.00 X 0 0 0 DANIEL J LOEPP DIRECTOR 2.00 X 0 0 0 TUNDE SOTUNDE MD DIRECTOR 2.00 X 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 15.00 25.00 X 0 271600 26009 KATHRYN SANTORO PROGRAM DIRECTOR 34.00 6.00 X 0 186646 62190 SHEREE CRUTE DIRECTOR OF COMMUNICATIONS 33.00 7.00 X 116043 0 34778 CAITLIN ELLIS DIRECTOR OF RESEARCH PRGMS 39.00 1.00 X 140220 0 31855 256263 458246 154832 2 0 1 0 0 3430636 3430636 145470 145470 2320314 2523247 -202933 -202933 -202933 3373173 0 0 -57463 X 816497 816497 47000 47000 10000 10000 271601 177546 94055 742711 571666 171045 113511 89171 24340 117206 94644 22562 68283 50932 17351 45163 45163 257125 253025 4100 1385 1385 1997 1489 508 45761 36111 9650 1075 1063 12 27914 26830 1084 30170 14525 15645 7220 2856 4364 AWARDS 107952 107952 SUBSCRIPTIONS 38449 38449 WEBSITE MAINTENANCE 22197 9101 13096 COMPUTER EXPENSES 18936 14866 4070 27322 19856 7466 2819475 2384964 434511 0 97004 746943 1096504 12021 16772 8667540 6813665 64032 254594 9490536 8278539 13829 18081 399239 241203 544902 0 957970 259284 X 8532566 8019255 8532566 8019255 9490536 8278539 553698 -1067009 0 X 0 1 X 1 0 X 2044550 1994000 2570500 2144500 3089500 11843050 2044550 1994000 2570500 2144500 3089500 11843050 7287534 4555516 205574 273208 -339812 146999 820894 1106863 12949913 0.35180 0.32100 X THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDING FROM BLUE CROSS BLUE SHEILD HEALTH PLANS ACROSS THE COUNTRY. THESE PLANS SUPPORT THE ORGANIZATION AND ITS PROGRAMS THAT CONTINUALLY EDUCATE THE GENERAL PUBLIC ON CURRENT HEALTH RELATED ISSUES ACCROSS VARIOUS PLATFORMS. PROGRAMS ARE CONDUCTED TO INSPIRE AND REWARD RESEARCHERS & THE MEDIA TO ADVANCE & EXPAND THE EXISTING KNOWLEDGE BASE IN HEALTH CARE FINANCING, DELIVERY, MANAGEMENT & POLICIES THAT ARE BENEFICIAL TO THE GENERAL PUBLIC AND ITS ACCESS TO HEALTH CARE INFORMATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2306147 -1067026 -1067026 3373173 0 3373173 2819455 -20 -20 2819475 0 2819475 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX, EXCEPT ON UNRELATED ACTIVITIES, UNDER THE PROVISIONS OF SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS AN ORGANIZATION THAT IS OTHER THAN A PRIVATE FOUNDATION. NO PROVISION HAS BEEN MADE FOR FEDERAL INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AS THE FOUNDATION HAD NO UNRELATED BUSINESS INCOME. THE FOUNDATION IS SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THREE YEARS PRECEDING THE CURRENT YEAR END. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE LIKELY THAN NOT TO BE SUBSTAINED ON EXAMINATION. 1 0 0 0 0 0 0 0 0 0 ARGENTINA EXEMPT PURPOSE RELATED JOURNALISM GRANT. 10000 0 1 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 ALLIANCE FOR HEALTH POLICY PO BOX 56518 WASHINGTON DC 20040 521746328 501(C)(3) 45000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. BCBS OF MASSACHUSETTS FOUNDATION 101 HUNTINGTON AVE SUITE 1300 BOSTON MA 021997611 043148824 501(C)(3) 21000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. BOSTON GLOBE MEDIA PARTNERS LLC 1 EXCHANGE PLACE SUITE 201 BOSTON MA 02109 463494661 N/A 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. CENTER FOR EXCELLENCE IN HEALTH CARE JOURNALISM 10 NEFF HALL COLUMBIA MO 65211 411908032 501(C)(3) 30000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 N/A 23772 0 EXEMPT PURPOSE RELATED RESEARCH GRANT WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1300 YORK AVENUE NEW YORK NY 10065 131623978 N/A 32500 0 EXEMPT PURPOSE RELATED RESEARCH GRANT CORNELL UNIVERSITY 377 PINE TREE RD ITHACA NY 14850 150532082 501(C)(3) 34942 0 EXEMPT PURPOSE RELATED RESEARCH GRANT DIVA COMMUNICATIONS INC 93 PAULIN BLVD LEONIA NY 07605 133400009 N/A 10000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. FOUNDATION FOR RESEARCH ON EQUAL OPPORTUNITY (FREOPP) 201 W FIFTH STREET SUITE 1100 AUSTIN TX 78701 812699310 501(C)(3) 32760 0 EXEMPT PURPOSE RELATED RESEARCH GRANT GEORGETOWN UNIVERSITY 37TH AND O STREETS NW BOX 571173 WASHINGTON DC 20057 530196603 N/A 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. INDIAN COUNTRY MEDIA LLC 1059 WEALTHY ST 202 GRAND REPIDS MI 49506 843012566 N/A 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT INSTITUTE FOR NON-PROFIT NEWS 714 W OLYMPIC BLVD SUITE 929 LOS ANGELES CA 90015 272614911 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT SAN FRANCISCO STUDY CENTER 1663 MISSION STREET SUITE 310 SAN FRANCISCO CA 94103 942168838 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. PBS NEWSHOUR 3939 CAMPBELL AVENUE ARLINGTON VA 22206 530242992 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. POYNTER INSTITUTE FOR MEDIA STUDIES 801 THIRD STREET SOUTH ST PETERSBURG FL 33701 591630423 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. PRESIDENT AND FELLOWS OF HARVARD COLLEGE 1033 MASSACHUSETTS AVE 3RD FLOOR CAMBRIDGE MA 02138 042103580 N/A 35000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT REGENTS OF THE UNIVERSITY OF MINNESOTA 2221 UNIVERSITY AVE SE SUITE 100 MINNEAPOLIS MN 55414 416007513 N/A 36272 0 EXEMPT PURPOSE RELATED RESEARCH GRANT SCIENCE FRIDAY INITIATIVE INC 30 BROAD ST SUITE 801 NEW YORK NY 10004 134252173 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT SOCIETY FOR SCIENCE AND THE PUBLIC 1719 N STREET NW WASHINGTON DC 20036 530196483 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. THE CARTER CENTER INC 453 JOHN LEWIS FREEDOM PARKWAY ATLANTA GA 30307 581454716 N/A 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. THE CONVERSATION US INC 303 WYMAN ST SUITE 300 WALTHAM MA 02451 460906774 501(C)(3) 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT THE GERONTOLOGICAL SOCIETY OF AMERICA 1220 L STREET NW 901 WASHINGTON DC 20005 521256181 501(C)(3) 15000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES 10889 WILSHIRE BOULEVARD SUITE 700 LOS ANGELES CA 90095 956006143 N/A 43208 0 EXEMPT PURPOSE RELATED RESEARCH GRANT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1608 FOURTH STREET SUITE 201 BERKELEY CA 94710 946002123 N/A 29250 0 EXEMPT PURPOSE RELATED RESEARCH GRANT THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1608 FOURTH STREET SUITE 201 BERKELEY CA 94710 946002123 N/A 17338 0 EXEMPT PURPOSE RELATED RESEARCH GRANT THE TRUSTEES OF COLUMBIA UNIVERISTY IN THE CITY OF NEW YORK 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 33047 0 EXEMPT PURPOSE RELATED RESEARCH GRANT THE TRUSTEES OF COLUMBIA UNIVERISTY IN THE CITY OF NEW YORK 615 WEST 131ST STREET 3RD FLOOR NEW YORK NY 10027 135598093 501(C)(3) 17500 0 EXEMPT PURPOSE RELATED RESEARCH GRANT TINY TOWER MEDIA LLC 1300E 86TH ST SUITE 14 145 INDIANAPOLIS IN 46260 472322192 N/A 20000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. TRADEOFFS INC 424 SOUTH 47TH STREET PHILADELPHIA PA 19143 834075323 501(C)(3) 12000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT UNIVERSITY OF MASSACHUSETTS 333 SOUTH STREET SUITE 450 SHREWSBURY MA 01545 043167352 N/A 32488 0 EXEMPT PURPOSE RELATED RESEARCH GRANT UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 N/A 10000 0 EXEMPT PURPOSE RELATED RESEARCH GRANT UNIVERSITY OF SOUTHERN CALIFORNIA CENTER FOR HEALTH JOURNALISM 734 W ADAMS BLVD LOS ANGELES CA 900898006 951642394 45000 0 EXEMPT PURPOSE RELATED JOURNALISM GRANT. WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION ONE WATERFRONT PLACE PO BOX 6005 MORGANTOWN WV 26506 550665758 501(C)(3) 30420 0 EXEMPT PURPOSE RELATED RESEARCH GRANT EXEMPT PURPOSE RELATED JOURNALISM GRANTS 3 47000 PART I, LINE 2: APPLICATIONS ARE RECEIVED FOR RESEARCH GRANTS AND JOURNALISM GRANTS, WHICH ARE REVIEWED AND SELECTED BY A PANEL OF QUALIFIED JUDGES. FUNDING IS PROVIDED THROUGH A SIGNED LGA AND GRANT ACTIVITIES ARE MONITORED BY FOUNDATION STAFF THROUGH DELIVERABLES AND GRANT RESULTS REPORTED. X X X X 0 0 0 0 0 0 0 0 0 NANCY CHOCKLEY PRESIDENT & CEO 0 271600 0 0 0 0 0 15487 0 10522 0 297609 0 0 KATHRYN SANTORO PROGRAM DIRECTOR 0 186646 0 0 0 0 0 28749 0 33441 0 248836 0 0 CAITLIN ELLIS DIRECTOR OF RESEARCH PRGMS 140220 0 0 0 0 0 20998 0 10857 0 172075 0 0 0 SHEREE CRUTE DIRECTOR OF COMMUNICATIONS 116043 0 0 0 0 0 17335 0 17443 0 150821 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - DRAFT OF 990 PROVIDED TO PRESIDENT & CEO FOR REVIEW PRIOR TO SIGNATURE AND FILING. AUDITED FINANCIAL STATEMENTS, FROM WHICH 990 IS PREPARED, ARE REVIEWED WITH AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MONITORED ON AN ONGOING BASIS DURING REGULARLY SCHEDULED BOARD MEETINGS FORM 990, PART VI, SECTION B, LINE 15 BOARD COMPENSATION COMMITTEE REVIEWS AND SETS CEO COMPENSATION. CEO RESEARCHES AND SETS ALL OTHER COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 24E PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 4,740. MANAGEMENT AND GENERAL EXPENSES 1,279. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,019. DUES AND MEMBERSHIP: PROGRAM SERVICE EXPENSES 4,727. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,727. EQUIPMENT RENTAL: PROGRAM SERVICE EXPENSES 3,459. MANAGEMENT AND GENERAL EXPENSES 886. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,345. BANK CHARGES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 4,152. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,152. TELEPHONE: PROGRAM SERVICE EXPENSES 2,874. MANAGEMENT AND GENERAL EXPENSES 774. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,648. FREIGHT AND SHIPPING: PROGRAM SERVICE EXPENSES 1,712. MANAGEMENT AND GENERAL EXPENSES 375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,087. BUSINESS GIFTS: PROGRAM SERVICE EXPENSES 1,448. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,448. PRINTING: PROGRAM SERVICE EXPENSES 627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627. POSTAGE: PROGRAM SERVICE EXPENSES 269. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 269. NAT'L INSTITUTE FHEALTH CARE MGMT 1225 19TH ST NW SUITE 710 WASHINGTON DC 20036 521841060 RESEARCH & MEMBER SUPPORT DC 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 NIHCM LLC C ACCRUAL NIHCM LLC O ACCRUAL NIHCM LLC N ACCRUAL NIHCM LLC P ACCRUAL