2024-08-01T19:27:52-05:00 2023-12-31 BDO USA 101 S HANLEY RD STE 800 ST LOUIS MO 63105 990 2023-01-01 430898947 MHA Health Institute % THE ORGANIZATION MHAH 5738933700 PO Box 60 Jefferson City MO 651020060 Jon Doolittle PRESIDENT & CEO 5738933700 2024-06-30 true true Mary Jane Pieroni CPA P00538772 3148891100 2023 2024-08-08 14:25:15Z Jon Doolittle PO Box 60 Jefferson City MO 651020060 23442970 false X N/A X 1965 MO See Schedule O. 29 28 0 76 0 1502202 2846490 828785 969938 2043398 1222088 0 0 4374385 5038516 511573 511377 0 0 0 0 0 0 0 3089191 3385558 3600764 3896935 773621 1141581 40860242 44265563 323776 140623 40536466 44124940 X SEE SCHEDULE O. false false 1097486 4677 904785 Assist hospitals and other healthcare-related organizations in the effective management and utilization of human resources and in developing education programs designed to meet the educational requirements of over 5,000 hospital personnel. Provide educational seminars and networking opportunities to healthcare workers. 1007261 506700 43614 Provide information on health care, promote workforce activities and provide healthcare scholarships and grants. 928315 0 21539 Promote research and other projects designed to promote improvements in community health and in individual health status. 3033062 true true false false false false false false false false true false false false true true true false false false false false false false false false false true true true false false false false false false false false false false false false false true true true true false true 40 0 true 0 false false false false false false false false false false false false X 29 28 false false false false true true false true true false false true true true true true true true true false X THE ORGANIZATION 5738933700 4712 COUNTRY CLUB DRIVE JEFFERSON CITY MO 651094541 Jon D Doolittle President/CEO 4.6 46.8 X X 0 1080348 82464 Kathleen Poff Sr. VP Admin & CFO 4.4 50.6 X 0 430189 42104 Craig Thompson Treasurer 0.1 2.5 X X 0 0 0 Paula F Baker Secretary 0.1 0.9 X X 0 0 0 Richard J Liekweg Chair 0.2 2.3 X X 0 0 0 Alan W Greimann Chair Elect 0.1 2.3 X X 0 0 0 CTodd Ahrens Past Chair 0.1 1.7 X X 0 0 0 Andrew Bagnall Trustee 0.1 1.0 X 0 0 0 Kenneth W Bateman CPA MHA Trustee 0.1 1.0 X 0 0 0 Robin Blount MD Trustee 0.1 1.3 X 0 0 0 Max Buetow Trustee 0.1 1.0 X 0 0 0 Nim Chinniah Trustee 0.1 1.3 X 0 0 0 Justin Davison Trustee 0.1 1.3 X 0 0 0 Marc H Ellinger JD Trustee 0.1 0.8 X 0 0 0 Melinda L Estes Trustee 0.1 0.5 X 0 0 0 Jeremy Fotheringham JD MHSA R Trustee 0.1 1.4 X 0 0 0 Tina L Gillespie Trustee 0.1 1.3 X 0 0 0 Thomas W Keller Trustee 0.1 1.0 X 0 0 0 Paul Kempinski MS FACHE Trustee 0.1 1.2 X 0 0 0 David Meiners MD Trustee 0.1 1.3 X 0 0 0 Michele C Meyer MA BSN RN Trustee 0.1 1.2 X 0 0 0 J Michael Poore Jr Trustee 0.1 0.6 X 0 0 0 Julie L Quirin FACHE Trustee 0.1 1.2 X 0 0 0 Stephen L Reintjes Sr MD Trustee 0.1 1.1 X 0 0 0 Charles Shields Trustee 0.1 1.1 X 0 0 0 Laura Smith RN Trustee 0.1 1.0 X 0 0 0 Rick L Stevens FACHE Trustee 0.1 1.2 X 0 0 0 Lynette M Wheeler DNP RN LNHA Trustee 0.1 1.3 X 0 0 0 Lori Wightman RN MHA FACHE Trustee 0.1 1.0 X 0 0 0 Keith Zimmerman Trustee 0.1 0.5 X 0 0 0 0 1510537 124568 0 false true false 0 327093 2519397 2846490 CONVENTION/SEMINAR 611710 870559 870559 MISC PROJECT REVENUE 611710 32434 32434 MEMBERSHIP DUES 611710 66945 66945 969938 886164 886164 0 0 0 0 0 18740312 66 18404454 335858 66 335924 335924 0 0 0 0 0 0 0 0 0 0 5038516 969938 1222088 506700 506700 4677 4677 0 0 0 0 0 0 0 0 2101803 1569195 532608 0 16019 16019 0 0 118634 118634 177929 177929 0 38776 38776 98585 98585 0 65844 65844 45658 45658 0 584076 584076 0 0 40039 40039 15463 15463 WORKFORCE INITIATIVES 64049 64049 STAFF DUES, SUBSCRIPTIONS, ETC 3089 3089 STAFF DEVELOPMENT & TRAINING 6957 6957 MISCELLANEOUS 8637 8637 3896935 3033062 863873 0 X 0 0 516857 1687847 0 0 25682 57462 0 0 0 0 0 0 0 0 107058 61021 298150 187034 88789 111116 40028672 42216495 0 0 0 0 0 0 93184 131622 40860242 44265563 41046 19875 0 0 210875 40759 0 0 0 0 0 0 0 0 0 0 71855 79989 323776 140623 X 40536466 44124940 0 0 40536466 44124940 40860242 44265563 1141581 2446893 X X false true X true false X X X 1 HOSPITAL INDUSTRY DATA INSTITUTE (DESIGNATE) 431371659 10 true 0 0 1 0 0 true false true true true false false false false false false false false false false false false true Part I, Line 12G(A), Column III: Hospital Industry Data Institute (HIDI) is a 501(c)(3) organization described on Line 10 of Schedule A, Part I. HIDI is a wholly controlled entity of Missouri Hospital Association (MHA). MHA is a 501(c)(6) organization not described in Lines 1-10 of Schedule A, Part I. The Form 990 is required to be filed electronically; however, due to MHA's status as a 501(c)(6) organization, the IRS is unable to accept the electronic filing for MHA Health Institute if MHA is reported as the supported organization. Therefore, MHA has elected to designate HIDI as its alternate supported organization to enable electronic filing of this Form 990. Part IV, Section A, Question 3B: MHA Health Institute makes no direct cash contributions to Missouri Hospital Association (MHA) but instead supports MHA's mission by providing educational seminars on healthcare related topics, grants to organizations exempt under 501(c)(3) and scholarships to students at accredited colleges and universities. Additionally, MHA Health Institute makes direct cash contributions to Hospital Industry Data Institute (HIDI) to support its mission. Missouri Hospital Association and Hospital Industry Data Institute, the supported organizations, each satisfy the public support test under 509(a)(2). Additionally, MHA Health Institute annually accumulates all its revenues and calculates the public support percentage to verify that the MHA Health Institute satisfies the public support tests under 509(a)(2). For the year ended December 31, 2023, the public support percentage was 69.64%. Part IV, Section A, Question 3C: MHA Health Institute makes no direct cash contributions to Missouri Hospital Association (MHA) but instead supports its mission by providing educational seminars on healthcare related topics, grants to organizations and hospitals exempt under 501(c)(3) and scholarships to students at accredited colleges and universities. Additionally, MHA Health Institute makes direct cash contributions to Hospital Industry Data Institute (HIDI) to support its mission. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 298150 187034 111116 111116 0 DUE TO RELATED PARTIES 79989 79989 X 7382506 2446893 2446893 4935613 102903 102903 5038516 3794032 3794032 102903 102903 3896935 Part X, Line 2 - FIN 48 (ASC 740) Statement: MHI is an organization described in Section 501(c)(3) of the Internal Revenue Code and has received a determination letter from the Internal Revenue Service stating that it is exempt from federal income tax on its related exempt activities under Code Section 501(a). MHI follows FASB ASC 740-10, Accounting for Uncertainty in Income Taxes, which prescribes a comprehensive model for how an organization should measure, recognize, present, and disclose in its financial statements uncertain tax positions that an organization has taken or expects to take on a tax return. Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the financial statements as of December 31, 2023 or 2022. true PRIMARY CARE RESOURCE INITIATIVE GOV'T MISSOURI PO Box 570 Jefferson City MO 65102 446000987 N/A 400000 See Part IV Curators of the University of Missouri 601 Turner Ave Rm 201 Columbia MO 65211 436003059 N/A 106700 See Part IV 2 Complimentary Seminar Fees for Employees 650 171325 FMV Various Edu Seminars Complimentary events 1265 284625 FMV Var Edu Virtual Even Part I Description of Procedure for Monitoring Use of Funds: Primo Scholarships: Qualification Process: MHI contributes funds to the State of Missouri for the Primary Care Resource Initiatives for Missouri (PRIMO) scholarships. PRIMO awardees are selected by the Missouri Department of Health and Senior Services based upon guidelines in 19CSR10-4.010(2)(B)13. Monitoring Procedures: The Missouri Department of Health and Senior Services monitors these scholarships. University of Missouri Columbia, Office of Programs Administration: Qualification Process: MHI contributes funds to the University of Missouri for its Rural Track Pipeline Program. Monitoring Procedures: The program is monitored by the University of Missouri. Part II, Line 1, Column (h): Primary Care Resources Initiative Governmental for Missouri - Department of Health and Senior Services: Loan Forgiveness to increase the number of primary medical, dental, behavioral and nutritional health care professionals and health care delivery systems in areas of need within the state. University of Missouri Columbia, Office of Programs Administration: Rural Track Pipeline Program Collaboration to increase the number of primary medical, dental, behavioral and nutritional health care professionals and health care delivery systems in areas of need within the state. false true false false false false false false false Jon D Doolittle President/CEO 767560 190365 122423 82464 1162812 Kathleen Poff Sr. VP Admin & CFO 377162 20000 33027 42104 472293 Part I, Line 4b: The following individuals participate in a 457(b) plan. Each individual contributed $22,500 to the plan in 2023. - Jon D. Doolittle - President and CEO - Kathleen C. Poff - Sr. VP of Administration and CFO Incentive Compensation -- Paid to CEO by Missouri Hospital Association: Incentive compensation is intended to reward the chief executive officer for the achievement of those priority organization objectives established by the Compensation Committee. The award of any portion of incentive compensation is at the sole discretion of the committee operating within the board-approved Missouri Hospital Association Executive Compensation Philosophy and at no time is guaranteed. Incentive compensation will only be considered when the following criteria are met. -The chief executive officer receives a favorable annual performance appraisal. -The association achieves positive net income from its consolidated operations (unless, at the sole discretion of the Compensation Committee, specific circumstances warrant an exception). The evaluation of net income will be based on the association's consolidated financial statements and year-end projection. Any material changes in the association's financial position reflected in the subsequent annual audit may, at the sole discretion of the Compensation Committee operating within the board-approved Missouri Hospital Association Executive Compensation Philosophy, cause the amount of current or future incentive compensation to be changed. In no event will incentive compensation be based on net income. Form 990, Part I, Line 1: To assist hospitals and other healthcare-related organizations in the effective management and utilization of human resources, developing education programs designed to meet the educational requirements of hospital personnel, and assistance with quality improvement and population health. Form 990, Part III, Line 1: Assist hospitals and other healthcare-related organizations in the effective management and utilization of human resources and in developing education programs designed to meet the educational requirements of over 5,000 hospital personnel. Provide educational seminars and networking opportunities to healthcare workers. Form 990, Part VI, Section A, Line 6: Missouri Hospital Association is the sole member of the MHA Health Institute. Form 990, Part VI, Section A, Line 7A: The member has the authority under the by-laws to elect the Board of Directors. Form 990, Part VI, Section B, Line 11: A copy of the Form 990 is e-mailed to the Board for their review prior to filing. Form 990, Part VI, Section B, Line 12C: The board members and key employees review the conflict of interest policy annually and are required to sign the conflict of interest statement annually. Form 990, Part VI, Section B, Line 15: The Organization's CEO: The Missouri Hospital Association president serves as the president and CEO of the MHA Health Institute and is paid by the Missouri Hospital Association. The Missouri Hospital Association Board has an approved Executive Compensation Philosophy and administrative guidelines for implementing the philosophy. Goals are established each year by the Compensation Committee with input from the Board of Trustees. The salary for the CEO is set by the Compensation Committee. The committee members are independent -- the three chair officers of the Missouri Hospital Association Board and the treasurer of the Missouri Hospital Association Board. Comparative data is provided to the committee by an outside, independent firm. This firm conducts a survey of state associations, analyzes the data and the market, and provides the Compensation Committee with a recommended range and target for the CEO position in accordance with the Executive Compensation Philosophy. The Compensation Committee performs a formal evaluation of the CEO's performance and then utilizes the data provided by the independent firm to determine the recommended salary adjustment. The Compensation Committee also solicits input on the CEO's performance from members of the Missouri Hospital Association Board of Trustees. A formal process is used to set the base compensation, award any incentive bonus and establish the goals for the coming year. The Compensation Committee shares its actions and details of the CEO's compensation and benefits with the full board. Note: MHI has no employees. Services are provided by employees of MHA and its affiliates by contract. Other officers or key employees: The board has an approved Executive Compensation Philosophy. Comparative data is provided by an outside, independent firm. This firm conducts a survey of state associations and analyzes the data and the market. In addition, human resources staff contact hospitals and health systems, the State of Missouri Division of Personnel and private industry for their projected salary increases for the next year. This data is used to determine the recommended salary adjustment. The chief executive officer conducts the performance evaluations for senior executives and establishes the salary adjustment. The CEO reviews the salary and recommended increases for the senior executives with the Compensation Committee. The Compensation Committee members are independent. They are the three chair officers of the Missouri Hospital Association Board and the treasurer of the Missouri Hospital Association Board. The Compensation Committee reports to the Board that the salaries for the senior executives were reviewed. The benefits provided to the senior executives are shared with the Missouri Hospital Association Board of Trustees. Form 990, Part VI, Section C, Line 19: The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part XII, Line 2C: The Organization has a committee that assumes responsibility for oversight of the audit and selection of an independent accountant. The process has not changed from the prior year. Missouri Hospital Association PO BOX 60 JEFFERSON CITY MO 65102 440610607 See Pt VII MO 501(c)(6) NA false Health Care Issues Committee of the MHA PO BOX 60 JEFFERSON CITY MO 65102 431911634 See Pt VII MO 527 See Pt VII false Hospital Industry Data Institute PO BOX 60 JEFFERSON CITY MO 65102 431371659 See Pt VII MO 501(c)(3) 10 See Pt VII false POLITICAL ACTION COMMITTEE FOR HEALTH PO BOX 60 JEFFERSON CITY MO 65102 431260901 See Pt VII MO 527 See Pt VII false POLITICAL ACTION COMMITTEE OF THE MHA PO BOX 60 JEFFERSON CITY MO 65102 431677333 See Pt VII MO 527 See Pt VII false THE HEALTH ALLIANCE OF MID AMERICA 7015 College Blvd Suite 150 OVERLAND PARK KS 66211 431843809 See Pt VII KS NA MHA Management Services Corporation PO BOX 6766 JEFFERSON CITY MO 651026766 431471940 See Pt VII MO See Pt VII C corp 1.00000 true false false true false false false false false false false true true false true true true false false false MHA Management Services Corporation C 327093 CASH Missouri Hospital Association K 65844 SHARED BLDG EXP Missouri Hospital Association O 1748922 ALLOC. FTE'S MHA Management Services Corporation O 88006 ALLOC. FTE'S Hospital Industry Data Institute O 271659 ALLOC. FTE'S HOSPITAL INDUSTRY DATA INSTITUTE N 59500 CASH Part II, Column B - Primary Activity: Missouri Hospital Association: To promote the health and welfare of Missouri citizens by assisting hospitals and other healthcare-related organizations. Health Care Issues Committee of the Missouri Hospital Association: To support or oppose health care ballot issues. Hospital Industry Data Institute: To gather data for private and public hospitals and assemble various reports in order to assist facilities in conducting efficient operations. Political Action Committee for Health of the MHA: To support Missouri candidates for public office who would serve in the public interest with respect to matters affecting hospitals and the health care industry. Political Action Committee of the MHA: To support federal candidates for public office who would serve in the public interest with respect to matters affecting hospitals and the health care industry. Part II, Column F - Direct Controlling Entity: Health Care Issues Committee of the Missouri Hospital Association: Direct controlling entity: Missouri Hospital Association Hospital Industry Data Institute: Direct controlling entity: Missouri Hospital Association Political Action Committee for Health of the MHA: Direct controlling entity: Missouri Hospital Association Political Action Committee of the MHA: Direct controlling entity: Missouri Hospital Association Part III, Column B - Primary Activity: The Health Alliance of Mid America, LLC: EIN: 43-1843809 To enhance and further the tax-exempt purposes of its members through efficiencies and economics of scale in the operation of programs and provision of products and services to, or for the benefit of, the members and constituencies of the members, by means of coordinating and consolidating programs, products and services and through the conduct of any lawful business for which a limited liability company may be organized under the Act. Part III, Columns E-J: MHA Health Institute is treated as indirectly owning 50% of the ownership interest in The Health Alliance of Mid America, LLC through the Missouri Hospital Association. The MHA Health Institute does not directly have any ownership interest in The Health Alliance of Mid America, LLC. Therefore, MHA Health Institute, the filing organization, does not have a share of the total income or end-of-year assets in The Health Alliance of Mid America, LLC. Part III, Column K: The MHA Health Institute is a 512(b)(13) controlled entity of the Missouri Hospital Association (MHA). The Missouri Hospital Association also owns 50% of the ownership interest of The Health Alliance of Mid America, LLC. According to the attribution rules in 318(a), The MHA Health Institute is also treated as indirectly owning 50% of the ownership interest in The Health Alliance of Mid America, LLC through the Missouri Hospital Association. The Health Alliance of Mid America, LLC is therefore related to MHA Health Institute through the Missouri Hospital Association and is reported as a related entity on Schedule R. However, according to the rules in 512(b)(13), The Health Alliance of Mid America, LLC is not a controlled entity of MHA Health Institute, the filing organization, and therefore no ownership percentage has been reported. Part IV, Column B - Primary Activity: MHA Management Services Corporation: To provide products and services to healthcare providers. Part IV, Column D - Direct Controlling Entity: MHA Management Services Corporation: Direct controlling entity: Missouri Hospital Association Part IV, Columns F and G: MHA Health Institute is treated as indirectly owning 100% of the stock interest in MHA Management Services Corporation through the Missouri Hospital Association. The MHA Health Institute does not directly hold any shares of MHA Management Services Corporation. Therefore, MHA Health Institute, the filing organization, does not have a share of total income or end-of-year assets in MHA Management Services Corporation, the controlled entity. Part IV, Column I: The MHA Health Institute is a 512(b)(13) controlled entity of the Missouri Hospital Association (MHA). The Missouri Hospital Association also owns 100% of the stock interest of MHA Management Services Corporation. According to the attribution rules in 318(a), the MHA Health Institute is also treated as indirectly owning 100% of the stock interest in MHA Management Services Corporation through the Missouri Hospital Association. Therefore, MHA Management Services Corporation is a 512(b)(13) controlled entity of MHA Health Institute.