2024-10-23T12:16:53-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1 HIGHWOOD DRIVE TEWKSBURY MA 01876 990 2023-01-01 010624865 NEHI INC NEHI 6172250857 50 MILK STREET 16TH FLOOR BOSTON MA 02109 WENDY WARRING JD PRESIDENT & CEO 6172250857 2024-10-21 1 1 MATTHEW KALIL CPA MBA P01517069 9785575300 2024-10-21 2023 2024-10-15 13:58:12Z WENDY WARRING JD 50 MILK STREET 16TH FLOOR BOSTON MA 02109 1518352 0 X NEHI-US.ORG X 2002 MA NEHI'S MISSION IS TO SOLVE COMPLEX PROBLEMS AND ACHIEVE VALUE IN HEALTH CARE BY FOSTERING INTERDISCIPLINARY COLLABORATION AND INNOVATION. 19 19 12 0 0 0 1323243 923337 720500 527500 1300 5105 17225 62410 2062268 1518352 0 0 0 0 1246916 1279084 0 0 0 551760 381027 1798676 1660111 263592 -141759 1179311 1400086 979495 1377402 199816 22684 X NEHI'S MISSION IS TO SOLVE COMPLEX PROBLEMS AND ACHIEVE VALUE IN HEALTH CARE BY FOSTERING INTERDISCIPLINARY COLLABORATION AND INNOVATION. 0 0 57339 60000 AUTOMATION OF PRIOR AUTHORIZATION:NEHI WAS FUNDED BY THE MASSACHUSETTS HEALTH POLICY COMMISSION (THE STATE'S COMMISSION OVERSEEING OVERALL HEALTH CARE SPENDING IN MASSACHUSETTS AND RECOMMENDING STEPS TO LIMIT SPENDING TO THE RATE OF GROWTH IN THE STATE ECONOMY) AND FOUR AUTOMATION TECHNOLOGY SERVICE PROVIDERS (CHANGE HEALTHCARE, COHERE HEALTH, HOOK MD, AND ZEOMEGA) TO ASSEMBLE A GROUP OF LOCAL PAYERS AND PROVIDERS AS WELL AS AUTOMATION TECHNOLOGY SERVICE PROVIDERS, ELECTRONIC HEALTH RECORD VENDORS, FEDERAL AGENCY REPRESENTATIVES, AND STATE AGENCY REPRESENTATIVES, TO PRODUCE ACTIONABLE AND PRAGMATIC RECOMMENDATIONS THAT WOULD REQUIRE MASSACHUSETTS PAYERS AND PROVIDERS TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS WITHIN THE NEXT TWO YEARS. NEHI PARTNERED WITH THE MASSACHUSETTS HEALTH DATA CONSORTIUM (WHICH PROVIDED PRO BONO WORK) TO COMPLETE THIS PROJECT. NEHI AND MHDC CREATED A STANDALONE PRESENTATION THAT OUTLINES, FROM A TECHNICAL STANDPOINT, WHAT PAYERS AND PROVIDERS MUST DO TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS, CONDUCTED A NEEDS ASSESSMENT TO DETERMINE WHAT STAKEHOLDERS WOULD REQUIRE TO AUTOMATE PRIOR AUTHORIZATION, AND PRODUCED A FINAL REPORT THAT INCLUDED NEHI AND MHDC'S RECOMMENDATIONS ("ADVANCING PRIOR AUTHORIZATION AUTOMATION ACROSS MASSACHUSETTS") IN APRIL 2023, FOLLOWED BY A WEBINAR IN MAY 2023 TO DISSEMINATE THE PROJECT WORK AND RECOMMENDATIONS. 72721 125000 ALZHEIMER'S DISEASE:NEHI RECEIVED PROJECT SPONSORSHIPS FROM ELI LILLY & COMPANY AND FROM EISAI INC. FOR A PROJECT THAT FOCUSED ON THE WIDE ARRAY OF INNOVATIONS EMERGING TO SCREEN INDIVIDUALS FOR DEMENTIA AND CONDUCT FOLLOW-UP ASSESSMENTS OF BRAIN HEALTH. THE PROJECT ENTAILED A SERIES OF EXPERT INTERVIEWS AND AN EXPERT DISCUSSION ROUNDTABLE HELD IN WASHINGTON, D.C. ON MAY 23 AT THE KAISER PERMANENTE CENTER FOR TOTAL HEALTH . EXPERTS CONSULTED BY NEHI INCLUDED SENIOR EXECUTIVES AT LEADING NATIONAL ORGANIZATIONS OF FAMILY PHYSICIANS, GERONTOLOGISTS, GERIATRICIANS AND OTHER CLINICAL PROFESSIONALS; PATIENT ADVOCATES; AND DEVELOPERS OF NEW DIGITAL DEVICES, ARTIFICIAL INTELLIGENCE APPLICATIONS AND LABORATORY TESTS THAT AIM AT DEMENTIA DETECTION. FINDINGS FROM NEHI'S RESEARCH AND INTERVIEWS FORM THE BASIS OF A FINAL REPORT THAT NEHI PUBLISHED ON SEPTEMBER 19, 2024, DETECTING DEMENTIA: EMERGING INNOVATIONS AND THEIR IMPLICATIONS FOR AMERICAN ADULTS AND THEIR HEALTH CARE. THE NEHI REPORT INCLUDES A SERIES OF RECOMMENDATIONS FOR UPTAKE OF INNOVATIONS THAT WILL ENABLE EFFICIENT AND AFFORDABLE DETECTION OF DEMENTIA AT A GREATER SCALE THAN COMMONLY OBSERVED TODAY. 60614 85000 CHCF PRIOR AUTHORIZATION:NEHI WAS FUNDED BY THE CALIFORNIA HEALTH CARE FOUNDATION (AN INDEPENDENT, NONPROFIT PHILANTHROPY THAT WORKS TO IMPROVE THE HEALTH CARE SYSTEM SO THAT ALL CALIFORNIANS HAVE THE CARE THEY NEED) TO GATHER AN ADVISORY GROUP OF CALIFORNIA PAYERS, PROVIDERS, CONSUMER ADVOCATES, AND POLICYMAKERS TO UNDERSTAND THE TOP ISSUES AROUND THE PRIOR AUTHORIZATION PROCESS AND MAKE RECOMMENDATIONS ON PRAGMATIC AND FEASIBLE SOLUTIONS TO ADDRESS THESE ISSUES. TO COMPLETE THIS WORK, NEHI DEVELOPED AN INTERIM REPORT, DETAILING CALIFORNIA'S HEALTH CARE LANDSCAPE AS WELL AS FEDERAL, STATE, AND VOLUNTARY PRIOR AUTHORIZATION REFORM EFFORTS OVER THE PAST DECADE AND CONDUCTED A STAKEHOLDER ASSESSMENT AMONG CALIFORNIA PAYERS, PROVIDERS, CONSUMER ADVOCATES, AND STATE AGENCIES TO COLLATE AND DESCRIBE THE TOP ISSUES ASSOCIATED WITH PRIOR AUTHORIZATION. NEHI ALSO DEVELOPED A FINAL REPORT DETAILING CONSIDERATIONS AND RECOMMENDATIONS FOR CALIFORNIA TO IMPROVE ITS PRIOR AUTHORIZATION PROCESS AND PLANNED A WEBINAR TO DISSEMINATE ITS WORK. NEHI ENGAGED THE MASSACHUSETTS HEALTH DATA CONSORTIUM AS A CONSULTANT THROUGHOUT THIS WORK TO PROVIDE TECHNICAL EXPERTISE AND FEEDBACK ON RECOMMENDATIONS TO AUTOMATE THE PRIOR AUTHORIZATION PROCESS. 814873 257500 814873 257500 1005547 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MA CA X THE ORGANIZATION 6172250857 50 MILK STREET 16TH FLOOR BOSTON MA 02109 NORA DENNIS MD MSPH DIRECTOR (UNTIL 2/7/23) 1.00 X 0 0 0 MICHAEL APKON MD PHD MBA DIRECTOR 1.00 X 0 0 0 MICHAEL SHERMAN MD MBA MS DIRECTOR 1.00 X 0 0 0 CHRISTINA SEVERIN MPH DIRECTOR 1.00 X 0 0 0 TAFT PARSONS III MD DIRECTOR (SINCE 2/7/23) 1.00 X 0 0 0 ANDREW SHIN JD MPH MBA DIRECTOR (SINCE 8/8/23) 1.00 X 0 0 0 KATE WALLIS RN BSN DIRECTOR (SINCE 5/9/23) 1.00 X 0 0 0 FIONA MACK PHD DIRECTOR (SINCE 8/8/23) 1.00 X 0 0 0 SHAWN GRIFFIN MD FAAFP DIRECTOR (SINCE 12/6/23) 1.00 X 0 0 0 PATTI BOOZANG MPH DIRECTOR (SINCE 12/6/23) 1.00 X 0 0 0 CHRISTOPHER COBURN MPH DIRECTOR (UNTIL 8/8/23) 1.00 X 0 0 0 JEN DOORLY MAGAZINER MBA MPH DIRECTOR 1.00 X 0 0 0 ROBERT FILIPPONE PHD DIRECTOR 1.00 X 0 0 0 RUBEN KING-SHAW MHA DIRECTOR 1.00 X 0 0 0 DAVID P MEEKER MD DIRECTOR 1.00 X 0 0 0 GARTH GRAHAM MD MPH FACP FACC DIRECTOR (UNTIL 12/6/23) 1.00 X 0 0 0 EVE SLATER MD FACC DIRECTOR 1.00 X 0 0 0 JOSEF VON RICKENBACH MBA DIRECTOR 1.00 X 0 0 0 CARA MCNULTY DPA DIRECTOR (UNTIL 2/7/23) 1.00 X 0 0 0 SANDHYA RAO MD DIRECTOR 1.00 X 0 0 0 MURRAY ROSS PHD DIRECTOR (CHAIR UNTIL 3/1/23) 1.00 X X 0 0 0 LIZ LEWIS JD VICE CHAIR (3/1/23-12/6/23) 1.00 X X 0 0 0 MARK LUTES JD CHAIR & CLERK (CHAIR SINCE 3.1.23) 1.00 X X 0 0 0 JONATHAN J FLEMING MPA TREASURER 1.00 X X 0 0 0 WENDY WARRING JD PRESIDENT & CEO 50.00 X 270032 0 13623 THOMAS HUBBARD VICE PRESIDENT-POLICY RESEARCH 50.00 X 181922 0 30786 STEPHEN B HERSKOVITZ VICE PRESIDENT OF MARKETING 50.00 X 171794 0 14152 CLAIRE CRUSE SR. DIR PROGRAM DEVELOPMENT 50.00 X 147028 0 2062 770776 0 60623 4 0 1 0 WITHUMSMITH & BROWN PC 465 SOUTH STREET 200 MORRISTOWN NJ 07960 ACCOUNTING SERVICES 191293 1 923337 923337 MEMBERSHIP DUES 541900 527500 527500 527500 5105 5105 OTHER INCOME 900099 62410 62410 62410 1518352 527500 0 67515 504818 452447 52371 625789 260289 365500 71598 33325 38273 76879 47709 29170 128081 128081 6015 5019 996 14402 14402 35200 28624 6576 22974 14789 8185 23507 15132 8375 34297 34297 35504 22281 13223 5338 3436 1902 PROGRAM EXPENSES 73967 72537 1430 MEMBER AND PARTNER SERV 1742 1260 482 1660111 1005547 654564 0 238105 149594 477109 412214 111552 605000 16541 18279 239850 174953 82066 64897 253938 150102 1179311 1400086 321421 185323 308000 967500 350074 224579 979495 1377402 X -814736 -1275429 1014552 1298113 199816 22684 1179311 1400086 X -141759 -26856 -8517 X X 0 0 0 X 1001324 498157 1309676 1323243 923337 5055737 1001324 498157 1309676 1323243 923337 5055737 1311673 3744064 1361 741 131 1300 5105 8638 17112 8160 14092 17225 62410 118999 5183374 2733883 0.72230 0.79180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 217401 167232 50169 22449 7721 14728 64897 RESTRICTED CASH 6453 SECURITY DEPOSIT 16829 OPERATING LEASE - RIGHT OF USE ASSET 126820 150102 OPERATING LEASE LIABILITY 218126 OTHER LIABILITIES 6453 224579 X X X 0 0 0 0 0 0 0 0 0 WENDY WARRING JD PRESIDENT & CEO 270032 0 0 0 0 0 0 0 13623 0 283655 0 0 0 THOMAS HUBBARD VICE PRESIDENT-POLICY RESEARCH 181922 0 0 0 0 0 0 0 30786 0 212708 0 0 0 STEPHEN B HERSKOVITZ VICE PRESIDENT OF MARKETING 171794 0 0 0 0 0 0 0 14152 0 185946 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S ACCOUNTANTS AND TREASURER REVIEW THE 990. IT IS THEN CIRCULATED WITH THE AUDIT AND FINANCE COMMITTEE TO REVIEW AND APPROVE PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY AND DISCLOSE WHETHER THEY ARE ENGAGED IN CONFLICTING ACTIVITIES. FORM 990, PART VI, SECTION B, LINE 15 NEHI'S BOARD OF DIRECTORS MEETS YEARLY TO REVIEW AND APPROVE THE ANNUAL BUDGET INCLUDING SALARIES OF NEHI'S TOP MANAGEMENT OFFICIALS. THE SAME PROCESS IS DONE WITH OFFICERS AND KEY EMPLOYEES WITH ADDITIONAL PERSONNEL REVIEW BY THE PRESIDENT. THE SALARIES ARE BASED ON COMPARABLE DATA OBTAINED. 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 XI, LINE 9: IMPAIRMENT OF LEASE -8,517. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED DURING THE YEAR.