2025-10-28T07:05:57-05:00 2024-12-31 333709623 COHNREZNICK ADVISORY LLC 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2024-01-01 262916588 RESEARCH INSTITUTE FOR HOME CARE RESE 2022393671 1500 K ST NW 2ND FLOOR WASHINGTON DC 20005 DR STEVEN LANDERS PRESIDENT/EXECUTIVE DIRECTOR 2022393671 2025-10-17 1 1 LAURA KIELCZEWSKI P00740769 3016529100 2025-10-17 2024 2025-03-06 01:10:19Z JENNIFER SCHILLER 1500 K ST NW 2ND FLOOR WASHINGTON DC 20005 353847 0 X WWW.RESEARCHINSTITUTEFORHOMECARE.ORG X 2008 DC THE MISSION OF RESEARCH INSTITUTE FOR HOME CARE ("THE INSTITUTE") IS TO LEAD AND SUPPORT RESEARCH AND EDUCATION ON THE VALUE HOME HEALTH CARE CAN OFFER TO PATIENTS AND THE U.S. HEALTH CARE SYSTEM. WORKING WITH RESEARCHERS, KEY EXPERTS AND THOUGHT LEADERS, AND PROVIDERS AND STAKEHOLDERS ACROSS THE SPECTRUM OF CARE, WE STRIVE TO FOSTER SOLUTIONS THAT WILL IMPROVE HEALTH CARE IN AMERICA. THE INSTITUTE'S VISION IS TO DEFINE THE FUTURE OF HEALTH CARE AT HOME THROUGH RESEARCH, EDUCATION, QUALITY, AND INNOVATION THAT SUPPORTS HEALTHY PATIENTS AND COMMUNITIES. 11 11 1 9 0 0 256900 346450 0 0 0 7397 0 0 256900 353847 101156 35000 0 0 136355 154404 0 0 0 139718 147677 377229 337081 -120329 16766 543221 587693 39616 67322 503605 520371 X THE MISSION OF RESEARCH INSTITUTE FOR HOME CARE IS TO LEAD AND SUPPORT RESEARCH AND EDUCATION ON THE VALUE HOME HEALTH CARE CAN OFFER TO PATIENTS AND THE U.S. HEALTH CARE SYSTEM. WORKING WITH RESEARCHERS, KEY EXPERTS AND THOUGHT LEADERS, AND PROVIDERS AND STAKEHOLDERS ACROSS THE SPECTRUM OF CARE, WE STRIVE TO FOSTER SOLUTIONS THAT WILL IMPROVE HEALTH CARE IN AMERICA. THE INSTITUTE'S VISION IS TO DEFINE THE FUTURE OF HEALTH CARE AT HOME THROUGH RESEARCH, EDUCATION, QUALITY, AND INNOVATION THAT SUPPORTS HEALTHY PATIENTS AND COMMUNITIES. 0 0 134180 35000 RESEARCH AND DATA ANALYSIS: PART OF THE INSTITUTE'S MISSION IS TO SPONSOR RESEARCH AND DATA ANALYSIS ON THE VALUE OF HOME CARE. THE INSTITUTE AWARDED ONE NEW GRANT IN 2024. THE INSTITUTE ISSUED A TOTAL OF TWELVE GRANTS THROUGH 2024, WITH THREE ACTIVE IN 2024. 69445 COMMUNICATION AND EDUCATION: THE INSTITUTE'S MISSION ALSO INCLUDES EDUCATION ON THE VALUE OF HOME CARE. THE INSTITUTE ENGAGED IN COMMUNICATIONS ABOUT THE FUTURE OF HOME HEALTH CARE IN TRADITIONAL AND SOCIAL MEDIA, WEBINARS, AND SPEAKING ENGAGEMENTS FOR INSTITUTE EXECUTIVE DIRECTOR ON DATA AND THE VALUE OF HOME CARE. 55247 QUALITY AND INNOVATION: THE INSTITUTE ENGAGED IN QUALITY AND INNOVATION RELATED INITIATIVES AS PART OF ITS MISSION. IN ADDITION, THE INSTITUTE MADE REVISIONS TO THE HOME CARE CHARTBOOK. 258872 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X LORA ZUK 3016646895 7501 WISCONSIN AVE SUITE 400E BETHESDA MD 20814 DONALD STELLY SECRETARY 1.00 X X 0 0 0 DR BRUCE LEFF DIRECTOR 1.00 X 0 0 0 JENNIFER SHEETS CHAIRMAN 1.00 X X 0 0 0 JOAN DOYLE DIRECTOR 1.00 X 0 0 0 JOANNE CUNNINGHAM DIRECTOR 1.00 X 0 0 0 KATIE SMITH SLOANE DIRECTOR 1.00 X 0 0 0 MARK BAIADA TREASURER 1.00 X X 0 0 0 MICHAEL JOHNSON DIRECTOR 1.00 X 0 0 0 PAUL MASTRAPA DIRECTOR 1.00 X 0 0 0 STEVEN LANDERS DIRECTOR 1.00 X 0 0 0 WILLIAM DOMBI DIRECTOR 1.00 X 0 0 0 JEFF ALTMAN ASSISTANT SECRETARY 1.00 X 0 0 0 JENNIFER SCHILLER EXECUTIVE DIRECTOR 40.00 X 115859 0 28423 115859 0 28423 1 0 0 0 0 346450 346450 7397 7397 353847 0 0 7397 X 35000 35000 144281 121197 23084 10123 8503 1620 18000 18000 32604 32604 71535 70641 894 2471 2075 396 9068 7617 1451 10005 10005 3994 3834 160 337081 258872 78209 0 494604 90098 411125 44400 80981 3083 4354 9643 9643 0 0 1134 1135 543221 587693 39616 23572 43750 39616 67322 X 503605 520371 503605 520371 543221 587693 16766 0 X 0 0 0 X 335824 220000 281250 256900 346450 1440424 335824 220000 281250 256900 346450 1440424 1092678 347746 7397 7397 6 1500 1506 1449327 0.23990 0.32620 X RESEARCH INSTITUTE FOR HOME CARE (ORGANIZATION") QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(F)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING: 1. ITS SUPPORT, AS REPORTED FOR 2023, IS 32.62%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I). 2. THE ORGANIZATION IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(II). THE ORGANIZATION HAS HISTORICALLY HAS A DIVERSE DONOR BASE DUE TO A LARGE NUMBER OF DONORS FROM THE PUBLIC, WHICH MAINTAINED A PUBLIC SUPPORT PERCENTAGE ABOVE THE REQUIRED 33 1/3 PERCENTAGE, AS RECENTLY AS TAX YEAR 2022. HOWEVER, SUBSTANTIAL CONTRIBUTORS WERE GROUPED UNDER A BUSINESS INSTEAD OF THE 501C3 ENTITY. THE ORGANIZATION'S MISSION REMAINS TO LEAD AND SUPPORT RESEARCH AND EDUCATION ON THE VALUE HOME HEALTH CARE CAN OFFER TO PATIENTS AND THE U.S. HEALTH CARE SYSTEM. 3. THE ORGANIZATION'S PUBLIC SUPPORT, AT 23.99%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III)(A). 4. IN MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(I), THE ORGANIZATION HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN THIS RESPECT, THE ORGANIZATION MEETS THE REQUIREMENT OF 1.170A-9(F)(3)(III)(B). 5. THE MAJORITY OF THE BOARD MEMBERS HAVE SPECIAL KNOWLEDGE IN LAW AND EDUCATION AND THOSE INDEPENDENT PERSON'S ALSO SERVE THE PUBLIC THROUGH PRACTICE OF LAW, HEALTHCARE AND PUBLIC WORK, MOTIVATED TO FOSTER THE MISSION, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(F)(3)(III)(C). THE ORGANIZATION'S MISSION REMAINS TO LEAD AND SUPPORT RESEARCH AND EDUCATION ON THE VALUE HOME HEALTH CARE CAN OFFER TO PATIENTS AND THE U.S. HEALTH CARE SYSTEM. THE ORGANIZATION HAS STEPS IN PLACE TO ADDRESS THE EXCESS CONTRIBUTOR FOR FUTURE YEARS AND MEET THE PUBLIC SUPPORT PERCENTAGE OF 33 1/3 PERCENT IN THE FUTURE. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 6. 2022 AMOUNT: $ 1,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9643 9643 0 0 1 RUTGERS THE STATE UNIVERSITY OF NEW JERSEY 33 KNIGHTSBRIDGE ROAD 2ND FLOOR EAST PISCATAWAY NJ 088543925 226001086 501(C)(3) 35000 0 CONDUCT RESEARCH STUDY ENTITLED "IDENTIFYING THE VALUE AND IMPACT OF HOME HEALTH CARE FOR PEOPLE LIVING WITH DEMENTIA". 1 0 PART I, LINE 2: THE ORGANIZATION HAS A FORMAL SELECTION PROCESS, MONITORS THE PROGRESS OF GRANT RECIPIENTS, AND NORMALLY CONDITIONS PAYMENTS ON PROGRESS AS WELL AS ULTIMATE COMPLETION WITH A REPORT THAT CAN BE PUBLISHED OR OTHERWISE MADE PUBLIC. FORM 990, PART VI, SECTION A, LINE 6 THE INSTITUTE SHALL HAVE SEVERAL DIFFERENT CLASSES OF VOTING MEMBERS AS FOLLOWS: SPONSORING; PROVIDER; GENERAL; SUPPORTER; CONTRIBUTOR; ASSOCIATE; UNIVERSITY AND ASSOCIATION MEMBERS. THE FOLLOWING MEMBER CATEGORIES SHALL HAVE FULL VOTING RIGHTS ON MATTERS PRESENTED TO THE MEMBERSHIP FOR A VOTE AND MAY DESIGNATE A REPRESENTATIVE WHO SHALL BE ELIGIBLE TO BE ELECTED AS A DIRECTOR: SPONSORING; PROVIDER; GENERAL; AND ASSOCIATION MEMBERS. NOT ALL SUCH MEMBERS SHALL BE AUTOMATICALLY ENTITLED TO HAVE A REPRESENTATIVE SERVE AS A DIRECTOR. THE BOARD OF DIRECTORS ALSO HAS THE DISCRETION TO ELECT AS DIRECTORS KEY OPINION AND THOUGHT LEADERS WHO DO NOT REPRESENT ANY MEMBERS AS PROVIDED IN SECTION 3.01. THE BOARD OF DIRECTORS MAY ESTABLISH DIFFERENT DUES CATEGORIES AND ADDITIONAL SUBCATEGORIES OF VOTING MEMBERS IN EACH CLASS AND SHALL OTHERWISE DETERMINE ALL OTHER RIGHTS AND OBLIGATIONS OF THE MEMBERS. THE BOARD OF DIRECTORS SHALL ALSO HAVE THE DISCRETION TO ALLOW IN-KIND CONTRIBUTIONS IN LIEU OF NORMAL DUES PAYMENTS AND TO ACCEPT DONATIONS FOR SPECIAL PROJECTS OR FOR THE GENERAL PURPOSES OF THE INSTITUTE. FORM 990, PART VI, SECTION B, LINE 11B SENIOR STAFF OF THE INSTITUTE AND LEGAL REPRESENTATIVE REVIEW THE FORM 990, WHICH IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS EXECUTE AN ANNUAL CONFLICT OF INTEREST FORM AND APPROPRIATE FOLLOW UP IS PERFORMED IF CONFLICTS ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION AMOUNTS WERE REVIEWED BY THE EXECUTIVE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 64,899. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,899. PAYROLL PROCESSING FEES: PROGRAM SERVICE EXPENSES 4,692. MANAGEMENT AND GENERAL EXPENSES 894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,586. REBRANDING CONSULTANT: PROGRAM SERVICE EXPENSES 1,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,050.