2025-11-08T11:29:38-06:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 311661234 INSTITUTE FOR MEDICAID INNOVATION INC INST 2028575730 PO BOX 40619 WASHINGTON DC 20016 JENNIFER MOORE EXECUTIVE DIRECTOR 2028575730 2025-11-06 1 1 MEENA BISHNOI P01480769 4108840220 2024 2025-03-06 01:10:19Z JENNIFER MOORE PO BOX 40619 WASHINGTON DC 20016 2780293 0 X WWW.MEDICAIDINNOVATION.ORG X 1999 DE TO IMPROVE THE LIVES OF MEDICAID PARTICIPANTS THROUGH THE DEVELOPMENT, IMPLEMENTATION, AND DIFFUSION OF INNOVATIVE AND EVIDENCE-BASED MODELS OF CARE THAT PROMOTE THE QUALITY, VALUE, EQUITY AND THE ENGAGEMENT OF PATIENTS, FAMILIES AND COMMUNITIES. 7 7 13 303 0 0 2072414 2560296 81620 183036 10383 36961 0 0 2164417 2780293 0 0 0 0 1299740 1173642 0 0 123817 823296 734391 2123036 1908033 41381 872260 2147446 2907975 323431 220700 1824015 2687275 TO IMPROVE THE LIVES OF MEDICAID ENROLLEES THROUGH THE DEVELOPMENT, IMPLEMENTATION, AND DIFFUSION OF INNOVATIVE AND EVIDENCE-BASED MODELS OF CARE THAT PROMOTE QUALITY, VALUE, EQUITY AND THE ENGAGEMENT OF INDIVIDUALS, FAMILIES, AND COMMUNITIES. 0 0 1504741 183036 FOUNDED IN 2015, THE INSTITUTE FOR MEDICAID INNOVATION (IMI) IS A NATIONAL 501C(3) NONPROFIT, NONPARTISAN RESEARCH, POLICY, AND COMMUNITY POWER BUILDING ORGANIZATION FOCUSED ON PROVIDING INNOVATIVE SOLUTIONS THAT ADDRESS IMPORTANT CLINICAL, RESEARCH, AND POLICY ISSUES IN MEDICAID THROUGH MULTI-STAKEHOLDER ENGAGEMENT, RESEARCH, DATA ANALYSIS, EDUCATION, QUALITY IMPROVEMENT INITIATIVES, AND DISSEMINATION AND IMPLEMENTATION ACTIVITIES AT THE NATIONAL, STATE, AND LOCAL LEVEL. IMI IS GOVERNED BY A 9-PERSON BOARD AND OBTAINS PROGRAMMATIC GUIDANCE FROM ITS NATIONAL ADVISORY BOARD AND ITS COMMITTEES. 1504741 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X X JENNIFER MOORE 2028575730 PO BOX 40619 WASHINGTON DC 20016 JUDITH CHAMBERLAIN MD FAAFP CHAIR 1.00 X X 0 0 0 KAREN DALE MSN RN TREASURER 1.00 X X 0 0 0 GAIL GRAHAM SECRETARY 1.00 X X 0 0 0 DAVID JACOBSON VICE CHAIR 1.00 X X 0 0 0 NICOLE TRUHE MPA BOARD MEMBER 1.00 X 0 0 0 JIMMIE PASCHALL BOARD MEMBER UNTIL APRIL 1.00 X 0 0 0 ALEX BRISCOE BOARD MEMBER 1.00 X 0 0 0 CITSEKO STAPLES MILLER BOARD MEMBER 1.00 X 0 0 0 JENNIFER E MOORE PHD RN FAAN EXECUTIVE DIRECTOR 40.00 X 313817 0 11522 ANNA BONELLI DIRECTOR OF OPS STRATEGIC BUSINESS DEVELOPMENT 40.00 X 132132 0 4852 445949 0 16374 2 0 1 0 ENGLISH HUDSON LLC 2382 GENERATION DRIVE RESTON VA 20191 DEVELOPMENT SERVICES 119788 1 2560296 2560296 CONTRACTED SERVICES 900099 176391 176391 HONORARIUMS 900099 6645 6645 183036 36961 36961 2780293 183036 0 36961 X 325340 273974 50578 788 681485 573891 105944 1650 21504 18109 3343 52 69435 58473 10794 168 75878 63898 11796 184 50100 50100 463931 341598 2333 120000 11540 8749 2652 139 39044 19658 18700 686 32349 27242 5029 78 88851 71084 17767 40423 40423 7199 6783 396 20 DUES AND SUBSCRIPTIONS 954 859 43 52 1908033 1504741 279475 123817 384837 175758 1676497 1813457 80786 905028 8406 5326 5326 2147446 2907975 205837 220700 117594 323431 220700 X 1239907 2100637 584108 586638 1824015 2687275 2147446 2907975 872260 -9000 0 X X 1 X 0 1 0 X 110000 1282794 1908764 2072414 2560296 7934268 110000 1282794 1908764 2072414 2560296 7934268 5475937 2458331 17 23 416 10383 36961 47800 7982068 1071228 0.30800 0.28040 X THE INSTITUTE FOR MEDICAID INNOVATION (IMI) RESPECTFULLY SUBMITS THIS EXPLANATION IN SUPPORT OF ITS CONTINUED CLASSIFICATION AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SECTION 170(B)(1)(A)(VI) AND TREAS. REG. 1.170A-9(F)(3). IMI'S PUBLIC SUPPORT PERCENTAGE FOR THE FIVE-YEAR PERIOD ENDING 2024 WAS SLIGHTLY BELOW THE ONE-THIRD THRESHOLD; HOWEVER, BASED ON THE FACTS AND CIRCUMSTANCES DESCRIBED BELOW, THE ORGANIZATION CONTINUES TO SATISFY THE REQUIREMENTS OF A PUBLICLY SUPPORTED ORGANIZATION.1. BROAD PUBLIC AND GOVERNMENTAL SUPPORTIMI RECEIVES THE SUBSTANTIAL MAJORITY OF ITS FUNDING FROM MULTIPLE PUBLIC SOURCES, INCLUDING FOUNDATIONS, GOVERNMENTAL AGENCIES, ACADEMIC INSTITUTIONS, AND OTHER NONPROFIT AND CHARITABLE ORGANIZATIONS. NO SINGLE CONTRIBUTOR PROVIDES A CONTROLLING OR SUBSTANTIAL SHARE OF TOTAL SUPPORT.2. PUBLIC MISSION AND BENEFICIARY SCOPEIMI'S MISSION IS TO ADVANCE RESEARCH, POLICY, AND INNOVATION TO IMPROVE THE LIVES OF INDIVIDUALS SERVED BY MEDICAID. ITS PROGRAMS SERVE THE GENERAL PUBLIC BY PRODUCING RESEARCH AND EVIDENCE-BASED POLICY RECOMMENDATIONS THAT ARE PUBLICLY DISSEMINATED AND USED BY FEDERAL AND STATE AGENCIES, PROVIDERS, AND ADVOCACY GROUPS.3. PUBLIC ACCOUNTABILITY AND GOVERNANCEIMI IS GOVERNED BY AN INDEPENDENT BOARD OF DIRECTORS COMPOSED OF REPRESENTATIVES FROM PUBLIC HEALTH, MEDICAID HEALTH PLANS, AND NONPROFIT SECTORS. NO BOARD MEMBER OR OFFICER IS A DISQUALIFIED PERSON, AND NO PRIVATE INTEREST CONTROLS OR DIRECTS THE ORGANIZATION'S ACTIVITIES.4. PUBLIC ACCESS TO PROGRAMS AND INFORMATIONIMI MAKES ALL PUBLICATIONS, RESEARCH REPORTS, AND EDUCATIONAL RESOURCES AVAILABLE TO THE PUBLIC AT NO COST THROUGH ITS WEBSITE AND PUBLIC PRESENTATIONS. THE ORGANIZATION COLLABORATES REGULARLY WITH STATE MEDICAID AGENCIES AND NATIONAL HEALTH ORGANIZATIONS TO ENSURE WIDE ACCESS TO ITS WORK.5. CONTINUITY OF PUBLIC SUPPORTIMI'S PUBLIC SUPPORT PERCENTAGE FELL SLIGHTLY BELOW 33?% DURING THE CURRENT FIVE-YEAR TEST PERIOD DUE TO TIMING OF GRANT AWARDS AND MULTI-YEAR FUNDING CYCLES. THE ORGANIZATION'S FUNDING SOURCES REMAIN BROAD AND DIVERSE, AND FUTURE GRANT COMMITMENTS ARE EXPECTED TO RESTORE THE PUBLIC SUPPORT PERCENTAGE ABOVE THE THRESHOLD IN SUBSEQUENT YEARS.CONCLUSION:BASED ON THESE FACTS AND CIRCUMSTANCES, THE INSTITUTE FOR MEDICAID INNOVATION CONTINUES TO MEET THE INTENT AND REQUIREMENTS OF A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: IMI BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED. X 0 0 0 0 0 0 0 0 0 JENNIFER E MOORE PHD RN FAAN EXECUTIVE DIRECTOR 313817 0 0 0 0 0 9414 0 2108 0 325339 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 2.1 THE BOARD SHALL HAVE A NOMINATING COMMITTEE CONSISTING OF AT LEAST THREE (3) BOARD MEMBERS AND THE IMMEDIATE PAST CHAIR OF THE BOARD. 2.2 THE NOMINATING COMMITTEE SHALL BE RESPONSIBLE FOR RECOMMENDING NEW BOARD MEMBERS WHEN VACANCIES OCCUR. ANY SITTING MEMBER OF THE GOVERNING BOARD, ADVISORY BOARD OR THE IMI EXECUTIVE DIRECTOR MAY SUGGEST AN INDIVIDUAL TO SERVE ON THE GOVERNING BOARD. 2.3 INDIVIDUALS NOMINATED TO THE GOVERNING BOARD WILL BE INTERVIEWED BY AT LEAST TWO MEMBERS OF THE NOMINATING COMMITTEE AND THE IMI EXECUTIVE DIRECTOR TO DETERMINE THEIR WILLINGNESS TO SERVE AND SUITABILITY FOR THE POSITION. 2.4 ANY POTENTIAL NEW BOARD MEMBER WILL BE PRESENTED TO THE BOARD BY THE NOMINATING COMMITTEE AND ELECTED BY MAJORITY VOTE OF THE BOARD. 2.4 THE NOMINATING COMMITTEE SHALL PRESENT A SLATE OF OFFICERS TO REPLACE ANY WHOSE TERMS HAVE EXPIRED AT THE ANNUAL MEETING OF THE BOARD OF DIRECTORS. ADDITIONAL NOMINATIONS MAY BE MADE AT THAT MEETING. OFFICERS WILL BE ELECTED BY MAJORITY VOTE OF THE BOARD. 3.1 BOARD MEMBERS WILL SERVE THREE (3) YEAR TERMS AND MAY BE REAPPOINTED FOR A TOTAL OF FOUR (4) THREE (3) CONSECUTIVE THREE (3) YEAR TERMS. 3.2 A GOVERNING BOARD MEMBER WHO HAS PREVIOUSLY SERVED MAY BE RE-APPOINTED TO THE GOVERNING BOARD IF THEY HAVE BEEN OFF THE BOARD FOR AT LEAST ONE (1) YEAR, IF RECOMMENDED BY THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY THE FINANCE COMMITTEE PRIOR TO FILING. THE FILED 990 IS THEN PROVIDED TO THE BOARD MEMBERS AT THE SUBSEQUENT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THE EXECUTIVE DIRECTOR AND BOARD CHAIR MONITOR COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABE TO THE PUBLIC UPON REQUEST AND MOST ARE INCLUDED IN THE ORGANIZATION'S FINANCIAL HANDBOOK, WHICH IS MADE AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 341,598. MANAGEMENT AND GENERAL EXPENSES 2,333. FUNDRAISING EXPENSES 120,000. TOTAL EXPENSES 463,931. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR SELECTION OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.