{"success":true,"data":{"_id":362203931,"filings":[{"Organization":{"value":null,"Person":["David P Tilton","Gregory Poulsen","Jay Bhatt","Andrew Shin","Daniel J Delgado","Marie Cleary-Fishman","MARY A ANDRAWIS","Nancy A Myers PhD","Norma A Padron","Debra Pierce"],"Title":["Chair","Board Member","EXOFFICIO","COO/TREASURER","Senior Director of Finance and Compliance","VP Clinical Quality","GENERAL MANAGEMENT","VP Leadership & System Innovation","GENERAL MANAGEMENT","FORMER SECRETARY (THRU 3/2018)"],"Hours":[5.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0],"Total Compensation":[0,0,752302,428958,215883,271497,208209,255132,205533,14705],"Direct compensation":[0,0,637455,403426,167349,228531,175036,223941,183825,0],"Other compensation":[0,0,114847,25532,48534,42966,33173,31191,21708,14705]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2019,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2019-01-01T00:00:00","tax_period_end":"2019-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":60,"Total Gross UBI":1509,"Net unrelated business taxable income":0,"Number of employees":60,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":34877975,"Contributions":{"value":33103420,"Other contributions":714314,"Contributions from gifts and grants":0,"Fundraising revenue":60500,"Dues":0,"Campaigns":0,"Grant revenue":32308606,"Related organizations":20000},"Program revenue":{"value":1085199,"Total revenue":{"value":1085199,"Sales of Books and Data":486667,"Education and Meetings":503562,"Membership Dues":94470,"Sponsorships":500},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":682219,"Investment income total":555083,"Net investment gain":127136,"Income from invest bond proceeds":0},"Other revenues":{"value":7137,"Other total":58296,"Royalties revenue":1407,"Net rental income":0,"Net income from fundraising events":-52566,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":36616485,"Grant expense":{"value":1483068,"Grants to domestic orgs":1483068,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":7858181,"Current officers":1181260,"Disqualified persons":0,"Other salaries and wages":5353860,"Pension plan contributions":233461,"Other employee benefits":709086,"Payroll taxes":380514},"Other expenses":{"value":27275236,"Management services":0,"Legal":100890,"Accounting":38600,"Lobbying services":0,"Investment management fees":12855,"Other services":23886149,"Advertising":151902,"Office expenses":321271,"Information technology":96816,"Royalties":0,"Occupancy":764346,"Travel":740732,"Conferences and meetings":611126,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":45621,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":454335,"Education & Training":18609,"TAXES":13680,"SHARED SERVICES":422046},"All other expenses":50593},"Functional Expenses":{"value":null,"Program Service Expenses":29928022,"Management And General Expenses":6661971,"Fundraising Expenses":26492}},"Assets":{"value":25447440,"Non-interest bearing cash":0,"Savings and temp cash investments":8164092,"Pledges and grants receivable":0,"Accounts receivable":4032962,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":16280,"Land, building, equipment":0,"Investments publicly traded":9149106,"Investments other":4085000,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":6414632,"Sum of Total Liabilities":0,"Accounts payable, accrued":1491301,"Grants payable":0,"Deferred, revenue":1691772,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3231559},"Fund balance":{"value":19032808,"Net assets without donor restriction":18712899,"Net assets with donor restriction":319909,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8173373823292979,"percentile":0.6476416424319077},"Fundraising Efficiency":{"score":1249.5628869092557,"percentile":0.9805788611142313},"Operating Margin":{"score":-0.049845497050789216,"percentile":0.28554119802823863},"Liabilities to Assets Ratio":{"score":0.2520737645908587,"percentile":0.22343248398562515},"Operating Reserve Ratio":{"score":0.6949722235763482,"percentile":0.3266439772049119},"Officer Compensation Ratio":{"score":0.0642393446558292,"percentile":0.6900837929483425},"Program Expense Growth":{"score":-0.04447529686883893,"percentile":0.20758765416653457},"Revenue Growth":{"score":-0.06319822319989722,"percentile":0.1949529809614119},"Asset Growth":{"score":-6.071146068188005e-05,"percentile":0.3187914636734554},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4782581396114934,"percentile":0.2703808888239161}},"source_xml":"202023239349301307_public.xml"},{"Organization":{"value":null,"Person":["Michael G Rock","Daniel L Gross","David P Tilton","Douglas A Conrad","Lawerence P Casalino","Mary Blunt","Maryjane Wurth","Michael Chernew","Raymond T Hino","Rhonda Anderson","Douglas Leonard","TR Reid","Lorrie Warner","Richard J Umbdenstock","Joseph Swedish","R John Evans","MAULIK JOSHI","Kenneth P Anderson Jr","STEPHEN MARTIN JR","STEPHEN HINES","DAVID SCHULKE","HEATHER JORNA","BARBARA EDSON"],"Title":["Chair","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Treasurer","PRESIDENT","COO","VP CLINICAL QUALITY","CHIEF RESEARCH OFFICER","VP RESEARCH PROGRAMS","VP HEALTHCARE INNOVATIONS","VP CLINICAL QUALITY"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,733704,0,124781,759777,228143,288043,276798,251038,235015,226162],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,636222,207035,251257,235054,209378,203015,201709],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,733704,0,124781,123555,21108,36786,41744,41660,32000,24453]},"Basic":{"value":null,"mission":"Health research and educational trust is organized to assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services by conducting applied research & demonstration projects and disseminating results through education, publications, & other media as appropriate.","year":2014,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":14,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"155 North Wacker Drive, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":14,"Number of employees total":101,"Total Gross UBI":2604,"Net unrelated business taxable income":0,"Number of employees":101,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":56212827,"Contributions":{"value":54607742,"Other contributions":1052514,"Contributions from gifts and grants":0,"Fundraising revenue":78600,"Dues":0,"Campaigns":0,"Grant revenue":51600494,"Related organizations":1876134},"Program revenue":{"value":993419,"Total revenue":{"value":993419,"Sales of Books and Data":374606,"Education and Meetings":453118,"Membership Dues":165695},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":517379,"Investment income total":211520,"Net investment gain":305859,"Income from invest bond proceeds":0},"Other revenues":{"value":94287,"Other total":76228,"Royalties revenue":57813,"Net rental income":0,"Net income from fundraising events":-39754,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":55981439,"Grant expense":{"value":235042,"Grants to domestic orgs":235042,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":9949763,"Current officers":897540,"Disqualified persons":0,"Other salaries and wages":5888886,"Pension plan contributions":361639,"Other employee benefits":2004378,"Payroll taxes":797320},"Other expenses":{"value":45796634,"Management services":0,"Legal":6876,"Accounting":41000,"Lobbying services":0,"Investment management fees":26284,"Other services":40153905,"Advertising":2120,"Office expenses":1142798,"Information technology":83633,"Royalties":0,"Occupancy":902812,"Travel":1525525,"Conferences and meetings":1734934,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":37248,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":139499,"Education & Training":5220,"Bad Debt Expense":24826,"Other Expenses":109453},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":49082846,"Management And General Expenses":6807459,"Fundraising Expenses":91134}},"Assets":{"value":26412180,"Non-interest bearing cash":0,"Savings and temp cash investments":7268489,"Pledges and grants receivable":0,"Accounts receivable":8752256,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":71215,"Land, building, equipment":0,"Investments publicly traded":7743019,"Investments other":2528831,"Investments program related":0,"Intangible assets":0,"Other assets":48370},"Liabilities":{"value":11022791,"Sum of Total Liabilities":0,"Accounts payable, accrued":1277202,"Grants payable":0,"Deferred, revenue":3506480,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":6239109},"Fund balance":{"value":15389389,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":15025263,"Temporarily restricted net assets":364126,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8767699951407109,"percentile":0.7342805700337541},"Fundraising Efficiency":{"score":599.2027344350078,"percentile":0.9653215207033047},"Operating Margin":{"score":0.004116284704912635,"percentile":0.4079129692404985},"Liabilities to Assets Ratio":{"score":0.4173374178125395,"percentile":0.1591484318284983},"Operating Reserve Ratio":{"score":0.47180244866517274,"percentile":0.23916674531385684},"Officer Compensation Ratio":{"score":0.05579458220071835,"percentile":0.7288868094358762},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9333333333333333,"percentile":0.25846041760016036},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6048591799035928,"percentile":0.6196805324712127}},"source_xml":"201523149349300947_public.xml"},{"Organization":{"value":null,"Person":["David P Tilton","Randall D Oostra","Richard J Pollack","Jennnie Chin-Hansen","Anthony A Armada","Lawrence P Casalino","Christopher J Durovich","Alison J Fleury","Kyle L Grazier","Raymond T Hino","Douglas Leonard","Kimberly McNally","Eduardo Sanchez","Sandra Hernandez","Christina Y Fisher","Andrew Shin","Jay Bhatt","Debra Pierce","Barbara S Edson","Charisse Coulombe","Marie Cleary-Fishman","Marie Albert Lesher","Christopher T Hund","Heather Jorna","Gregory L Foster","R John Evans","Kenneth P Anderson Jr"],"Title":["Chair","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Treasurer","COO","President","Secretary","VP Clinical Quality/ Part Year Interim COO","VP Clinical Quality","VP Clinical Quality","DIR Data","VP Clinical Quality","VP HC Innovations - Partial Year","Research Manager - Part Year","Former Treasurer","Former COO"],"Hours":[5.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0,0.0],"Total Compensation":[0,0,467075,0,0,0,0,0,0,0,0,0,0,0,86094,72835,646246,142017,266324,243014,245218,169048,160584,265580,136142,0,360188],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,70287,536052,122432,230541,217835,208211,128150,117052,240375,116537,0,360188],"Other compensation":[0,0,467075,0,0,0,0,0,0,0,0,0,0,0,86094,2548,110194,19585,35783,25179,37007,40898,43532,25205,19605,0,0]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2017,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":13,"tax_period_begin":"2017-01-01T00:00:00","tax_period_end":"2017-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":82,"Total Gross UBI":4958,"Net unrelated business taxable income":2115,"Number of employees":82,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":48172316,"Contributions":{"value":46403254,"Other contributions":2291854,"Contributions from gifts and grants":0,"Fundraising revenue":87000,"Dues":0,"Campaigns":0,"Grant revenue":42870635,"Related organizations":1153765},"Program revenue":{"value":1267406,"Total revenue":{"value":1267406,"Sales of Books and Data":458859,"Education and Meetings":682026,"Membership Dues":126521},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":483917,"Investment income total":331612,"Net investment gain":152305,"Income from invest bond proceeds":0},"Other revenues":{"value":17739,"Other total":25447,"Royalties revenue":61631,"Net rental income":0,"Net income from fundraising events":-69339,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":48412172,"Grant expense":{"value":138030,"Grants to domestic orgs":138030,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8357105,"Current officers":1730625,"Disqualified persons":0,"Other salaries and wages":4120815,"Pension plan contributions":253861,"Other employee benefits":1572562,"Payroll taxes":679242},"Other expenses":{"value":39917037,"Management services":0,"Legal":51694,"Accounting":35000,"Lobbying services":0,"Investment management fees":37043,"Other services":36001540,"Advertising":1800,"Office expenses":675185,"Information technology":84137,"Royalties":0,"Occupancy":790053,"Travel":1505386,"Conferences and meetings":646917,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":43967,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":44315,"Education & Training":22508,"Bad Debt Expense":1136,"Other Expenses":20671},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":42707344,"Management And General Expenses":5519490,"Fundraising Expenses":185338}},"Assets":{"value":28292295,"Non-interest bearing cash":0,"Savings and temp cash investments":8390245,"Pledges and grants receivable":0,"Accounts receivable":7902021,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":23677,"Land, building, equipment":0,"Investments publicly traded":8741292,"Investments other":3235060,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":8840263,"Sum of Total Liabilities":0,"Accounts payable, accrued":2735431,"Grants payable":0,"Deferred, revenue":4093963,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2010869},"Fund balance":{"value":19452032,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":18063313,"Temporarily restricted net assets":1388719,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8821612878678528,"percentile":0.7426576736242578},"Fundraising Efficiency":{"score":250.3709654792865,"percentile":0.9322338678010785},"Operating Margin":{"score":-0.004979125354903011,"percentile":0.3725778678409572},"Liabilities to Assets Ratio":{"score":0.31246185578087604,"percentile":0.19663186028943044},"Operating Reserve Ratio":{"score":0.5844045790798231,"percentile":0.28519647011201316},"Officer Compensation Ratio":{"score":0.06734597654490693,"percentile":0.6764836167374912},"Program Expense Growth":{"score":-0.04602507305164005,"percentile":0.2049231320281645},"Revenue Growth":{"score":-0.07205137441318207,"percentile":0.18041290076209787},"Asset Growth":{"score":0.012479691172327105,"percentile":0.37215121451082434},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5141055324577561,"percentile":0.35787958642367995}},"source_xml":"201822419349300117_public.xml"},{"Organization":{"value":null,"Person":["Michael G Rock","Kimberly McNally","Richard J Umbdenstock","Richard J Pollack","Rhonda Anderson","Anthony Armada","Mary Blunt","Lawrence P Casalino","Michael Chernew","Raymond T Hino","Douglas Leonard","TR Reid","Joseph Swedish","David P Tilton","Lorrie Warner","R John Evans","Maulik Joshi","Kenneth P Anderson Jr","Debra Pierce","Stephen Martin Jr","Stephen Hines","David Schulke","Heather Jorna","Barbara Edson"],"Title":["Chair","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Treasurer","PRESIDENT, AEVP Clinical Research & Health Improvement","COO","Secretary","VP CLINICAL QUALITY","CHIEF RESEARCH OFFICER","VP RESEARCH PROGRAMS","VP HEALTHCARE INNOVATIONS","VP CLINICAL QUALITY"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,596745,288696,0,0,0,0,0,0,0,0,0,0,0,105854,836374,377159,115784,248268,285233,262710,249583,237519],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,697763,329676,98618,232293,237983,225084,202704,204045],"Other compensation":[0,0,596745,288696,0,0,0,0,0,0,0,0,0,0,0,105854,138611,47483,17166,15975,47250,37626,46879,33474]},"Basic":{"value":null,"mission":"Health research and educational trust is organized to assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services by conducting applied research & demonstration projects and disseminating results through education, publications, & other media as appropriate.","year":2015,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":13,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":15,"Number of independent voting members":13,"Number of employees total":88,"Total Gross UBI":3838,"Net unrelated business taxable income":1052,"Number of employees":88,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":32113431,"Contributions":{"value":30447400,"Other contributions":1620611,"Contributions from gifts and grants":0,"Fundraising revenue":66000,"Dues":0,"Campaigns":0,"Grant revenue":26938265,"Related organizations":1822524},"Program revenue":{"value":1107618,"Total revenue":{"value":1107618,"Sales of Books and Data":464746,"Education and Meetings":461263,"Membership Dues":181609},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":552606,"Investment income total":197544,"Net investment gain":355062,"Income from invest bond proceeds":0},"Other revenues":{"value":5807,"Other total":36675,"Royalties revenue":33154,"Net rental income":0,"Net income from fundraising events":-64022,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":33797563,"Grant expense":{"value":224914,"Grants to domestic orgs":224914,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":9838559,"Current officers":1103411,"Disqualified persons":0,"Other salaries and wages":5674874,"Pension plan contributions":359912,"Other employee benefits":1908992,"Payroll taxes":791370},"Other expenses":{"value":23734090,"Management services":0,"Legal":83064,"Accounting":45210,"Lobbying services":0,"Investment management fees":29870,"Other services":20008450,"Advertising":0,"Office expenses":699189,"Information technology":74107,"Royalties":0,"Occupancy":867315,"Travel":1036313,"Conferences and meetings":766395,"Interest":89,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":54070,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":70018,"Education & Training":28000,"Bad Debt Expense":13553,"Other Expenses":28465},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":26109362,"Management And General Expenses":7662555,"Fundraising Expenses":25646}},"Assets":{"value":26509062,"Non-interest bearing cash":0,"Savings and temp cash investments":7801811,"Pledges and grants receivable":0,"Accounts receivable":8569542,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":74218,"Land, building, equipment":0,"Investments publicly traded":7432091,"Investments other":2631400,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":13534258,"Sum of Total Liabilities":0,"Accounts payable, accrued":573315,"Grants payable":0,"Deferred, revenue":2137913,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":10823030},"Fund balance":{"value":12974804,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":12504541,"Temporarily restricted net assets":470263,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.7725220306564707,"percentile":0.5944940104565265},"Fundraising Efficiency":{"score":1187.2182796537472,"percentile":0.9797772074996376},"Operating Margin":{"score":-0.052443228504609175,"percentile":0.2815615205315041},"Liabilities to Assets Ratio":{"score":0.5105521274196726,"percentile":0.1327533909178953},"Operating Reserve Ratio":{"score":0.7843483271264262,"percentile":0.3576615532857112},"Officer Compensation Ratio":{"score":0.10663268827992124,"percentile":0.5305245740390819},"Program Expense Growth":{"score":-0.26530595687049374,"percentile":0.06996137963892061},"Revenue Growth":{"score":-0.31376589623300755,"percentile":0.044151057812881894},"Asset Growth":{"score":-0.039570787570808855,"percentile":0.18713242890670054},"Independent Voting Board Pct":{"score":0.8666666666666667,"percentile":0.2182776831415857},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.42504670921012405,"percentile":0.16410682941686666}},"source_xml":"201602089349301325_public.xml"},{"Organization":{"value":null,"Person":["CHRISTOPHER M DERIENZO","HEIDI DUNCAN","RUSSELL R GRONEWOLD","ANDREW J JAGER","Daniel J Delgado","KRISTIN L PREIHS","Marie Cleary-Fishman","Nancy A Myers PhD"],"Title":["PRESIDENT","CHAIR","BOARD MEMBER","SR DIRECTOR, POP HEALTH","Senior Director of Finance and Compliance","SR DIRECTOR CLINICAL QUALITY","VP Clinical Quality","VP Leadership & System Innovation"],"Hours":[1.0,5.0,1.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[174720,0,0,225693,271129,183603,315649,304753],"Direct compensation":[0,0,0,184018,210954,169884,266924,272262],"Other compensation":[174720,0,0,41675,60175,13719,48725,32491]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2024,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":37,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":37,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":6636124,"Contributions":{"value":4498274,"Other contributions":2183425,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2314849,"Related organizations":0},"Program revenue":{"value":1881040,"Total revenue":{"value":1881040,"Education and Meetings":1360412,"SALES OF BOOKS AND DATA":520628},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":236587,"Investment income total":194531,"Net investment gain":42056,"Income from invest bond proceeds":0},"Other revenues":{"value":20223,"Other total":17237,"Royalties revenue":2986,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9106022,"Grant expense":{"value":281940,"Grants to domestic orgs":120000,"Grants to domestic individuals":161940,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5037496,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":3601954,"Pension plan contributions":241833,"Other employee benefits":886938,"Payroll taxes":306771},"Other expenses":{"value":3786586,"Management services":0,"Legal":5860,"Accounting":40476,"Lobbying services":0,"Investment management fees":7980,"Other services":1227307,"Advertising":50571,"Office expenses":210974,"Information technology":90204,"Royalties":0,"Occupancy":600158,"Travel":224075,"Conferences and meetings":575342,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":44100,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":698120,"SHARED SERVICES":694612,"EDUCATION AND TRAINING":3508},"All other expenses":11419},"Functional Expenses":{"value":null,"Program Service Expenses":5115829,"Management And General Expenses":3990193,"Fundraising Expenses":0}},"Assets":{"value":15211006,"Non-interest bearing cash":0,"Savings and temp cash investments":420300,"Pledges and grants receivable":0,"Accounts receivable":304635,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":34567,"Land, building, equipment":0,"Investments publicly traded":14451504,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2362983,"Sum of Total Liabilities":0,"Accounts payable, accrued":183732,"Grants payable":0,"Deferred, revenue":1087423,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1091828},"Fund balance":{"value":12848023,"Net assets without donor restriction":12365923,"Net assets with donor restriction":482100,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5618072304239985,"percentile":0.4864230301370304},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.3721898505814539,"percentile":0.09529846969814003},"Liabilities to Assets Ratio":{"score":0.15534692445719894,"percentile":0.27968292439117515},"Operating Reserve Ratio":{"score":1.6704336976124152,"percentile":0.568049085547058},"Officer Compensation Ratio":{"score":0.16204079014963943,"percentile":0.38551935559965167},"Program Expense Growth":{"score":-0.1500289905549676,"percentile":0.10939922073760006},"Revenue Growth":{"score":-0.1510672460219209,"percentile":0.10085723060676383},"Asset Growth":{"score":-0.05218110488315478,"percentile":0.16127331098480527},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.31754592860120956,"percentile":0.02632538347562577}},"source_xml":"202543179349311719_public.xml"},{"Organization":{"value":null,"Person":["CHRISTOPHER M DERIENZO","HEIDI DUNCAN","M Michelle Hood","RUSSELL R GRONEWOLD","ANDREW J JAGER","Daniel J Delgado","LOUELLA HUNG","Marie Cleary-Fishman","Nancy A Myers PhD"],"Title":["PRESIDENT","CHAIR","PRESIDENT (END 3/7/2023)","BOARD MEMBER","SR DIRECTOR, POP HEALTH","Senior Director of Finance and Compliance","DIRECTOR CLINC QUAL","VP Clinical Quality","VP Leadership & System Innovation"],"Hours":[1.0,5.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[152275,0,51077,0,196513,252297,200114,302862,291466],"Direct compensation":[0,0,0,0,159009,196532,140404,254556,260859],"Other compensation":[152275,0,51077,0,37504,55765,59710,48306,30607]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2023,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":39,"Total Gross UBI":1375,"Net unrelated business taxable income":0,"Number of employees":39,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":10196871,"Contributions":{"value":8654031,"Other contributions":2909628,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":5744403,"Related organizations":0},"Program revenue":{"value":1004436,"Total revenue":{"value":1004436,"Education and Meetings":647594,"SALES OF BOOKS AND DATA":356842},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":519248,"Investment income total":349738,"Net investment gain":169510,"Income from invest bond proceeds":0},"Other revenues":{"value":19156,"Other total":17878,"Royalties revenue":1278,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":12176262,"Grant expense":{"value":325030,"Grants to domestic orgs":130000,"Grants to domestic individuals":195030,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5551206,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":4439708,"Pension plan contributions":214570,"Other employee benefits":608435,"Payroll taxes":288493},"Other expenses":{"value":6300026,"Management services":0,"Legal":12951,"Accounting":29942,"Lobbying services":0,"Investment management fees":18092,"Other services":3119682,"Advertising":310953,"Office expenses":351992,"Information technology":259680,"Royalties":0,"Occupancy":559743,"Travel":341861,"Conferences and meetings":454465,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":44100,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":796565,"SHARED SERVICES":779744,"EDUCATION AND TRAINING":11333,"OTHER EXPENSES":5323,"FEDERAL / STATE TAXES":165},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":7510558,"Management And General Expenses":4665704,"Fundraising Expenses":0}},"Assets":{"value":15980943,"Non-interest bearing cash":0,"Savings and temp cash investments":99596,"Pledges and grants receivable":0,"Accounts receivable":657992,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":110884,"Land, building, equipment":0,"Investments publicly traded":13434623,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1677848},"Liabilities":{"value":1509745,"Sum of Total Liabilities":0,"Accounts payable, accrued":274387,"Grants payable":0,"Deferred, revenue":1235358,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":14471198,"Net assets without donor restriction":13993797,"Net assets with donor restriction":477401,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6168196775003691,"percentile":0.5007288553406427},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.19411748957106548,"percentile":0.15438344346552935},"Liabilities to Assets Ratio":{"score":0.09447158406109077,"percentile":0.33108357791204346},"Operating Reserve Ratio":{"score":1.3124670773345712,"percentile":0.5008313024843687},"Officer Compensation Ratio":{"score":0.11880526223893671,"percentile":0.4933224976032296},"Program Expense Growth":{"score":-0.14111529369865525,"percentile":0.11407488082700872},"Revenue Growth":{"score":-0.1432879092907701,"percentile":0.1060184201412657},"Asset Growth":{"score":-0.045583724529218425,"percentile":0.1738163919920983},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.33815272661361506,"percentile":0.04077947629211602}},"source_xml":"202413119349302296_public.xml"},{"Organization":{"value":null,"Person":["HEIDI DUNCAN","M Michelle Hood","RUSS GRONEWALD","ANDREW J JAGER","Daniel J Delgado","LOUELLA HUNG","Marie Cleary-Fishman","Nancy A Myers PhD"],"Title":["CHAIR","PRESIDENT","BOARD MEMBER","SR DIRECTOR, POP HEALTH","Senior Director of Finance and Compliance","DIRECTOR CLINC QUAL","VP Clinical Quality","VP Leadership & System Innovation"],"Hours":[5.0,1.0,1.0,40.0,40.0,40.0,40.0,0],"Total Compensation":[0,47049,2074,172954,241318,180080,293958,279840],"Direct compensation":[0,0,2074,139043,189481,139001,246480,250400],"Other compensation":[0,47049,0,33911,51837,41079,47478,29440]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2022,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":36,"Total Gross UBI":1863,"Net unrelated business taxable income":0,"Number of employees":36,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":11413974,"Contributions":{"value":9942779,"Other contributions":1656761,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":8286018,"Related organizations":0},"Program revenue":{"value":1222951,"Total revenue":{"value":1222951,"Education and Meetings":873643,"SALES OF BOOKS AND DATA":344069,"Membership Dues":5239},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":242268,"Investment income total":222232,"Net investment gain":20036,"Income from invest bond proceeds":0},"Other revenues":{"value":5976,"Other total":3029,"Royalties revenue":2947,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":12763842,"Grant expense":{"value":430835,"Grants to domestic orgs":138435,"Grants to domestic individuals":292400,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5350609,"Current officers":2074,"Disqualified persons":0,"Other salaries and wages":4498314,"Pension plan contributions":183496,"Other employee benefits":411266,"Payroll taxes":255459},"Other expenses":{"value":6982398,"Management services":0,"Legal":20894,"Accounting":32190,"Lobbying services":0,"Investment management fees":7033,"Other services":4282023,"Advertising":105040,"Office expenses":372151,"Information technology":117462,"Royalties":0,"Occupancy":438840,"Travel":593345,"Conferences and meetings":367878,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":50838,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":591795,"SHARED SERVICES":564420,"EDUCATION AND TRAINING":21864,"BOOKS/PERIODICALS":2859,"BAD DEBT":2652},"All other expenses":2909},"Functional Expenses":{"value":null,"Program Service Expenses":8496759,"Management And General Expenses":4267083,"Fundraising Expenses":0}},"Assets":{"value":19822762,"Non-interest bearing cash":0,"Savings and temp cash investments":5669409,"Pledges and grants receivable":0,"Accounts receivable":1774737,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":71857,"Land, building, equipment":0,"Investments publicly traded":12306759,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4178748,"Sum of Total Liabilities":0,"Accounts payable, accrued":502860,"Grants payable":0,"Deferred, revenue":3026823,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":649065},"Fund balance":{"value":15644014,"Net assets without donor restriction":15147254,"Net assets with donor restriction":496760,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6656897664511986,"percentile":0.5191784215317442},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.11826450629728086,"percentile":0.20597312357299102},"Liabilities to Assets Ratio":{"score":0.21080553759360074,"percentile":0.24491014088061444},"Operating Reserve Ratio":{"score":1.5530403776543145,"percentile":0.5480167873185297},"Officer Compensation Ratio":{"score":0.09536885523966843,"percentile":0.5677032077896136},"Program Expense Growth":{"score":-0.12987231045557784,"percentile":0.12027281896073783},"Revenue Growth":{"score":-0.13548526794408727,"percentile":0.11160179973912686},"Asset Growth":{"score":-0.033358744863860285,"percentile":0.20326525508526205},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.35666315861273773,"percentile":0.058844292527192414}},"source_xml":"202323199349322657_public.xml"},{"Organization":{"value":null,"Person":["David P Tilton","Jennie Chin-Hansen","Alisahah J Cole","Christopher J Durovich","Alison J Fleury","Kyle L Grazier","Raymond T Hino","ANUPAM JENA","Kimberly McNally","LAWRENCE MASSA","Randall D Oostra","Richard J Pollack","RIES ROBINSON MD","Eduardo Sanchez","Jay Bhatt","Christina Y Fisher","Debra Pierce","Andrew Shin","Charisse Coulombe","Daniel Delgato","Marie Cleary-Fishman","Marie Albert Lesher","Nancy A Myers PhD","Christopher T Hund","R John Evans"],"Title":["Chair","Board Member","BOARD MEMBER","Board Member","Board Member","Board Member","Board Member","BOARD MEMBER","Board Member","BOARD MEMBER","Board Member","Board Member","BOARD MEMBER","Board Member","President","Treasurer","Secretary","COO","VP Clinical Quality (Thru Jan 2018)","Senior Director of Finance and Compliance","VP Clinical Quality","DIR Data","VP Leadership & System Innovation","VP Clinical Quality","Former Treasurer"],"Hours":[5.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0,0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,495281,0,0,720163,106047,147276,275176,254944,175760,261578,184616,140474,170808,2704],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,602573,0,126426,251956,240238,147358,221076,142540,127472,127006,0],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,495281,0,0,117590,106047,20850,23220,14706,28402,40502,42076,13002,43802,2704]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2018,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":13,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":65,"Total Gross UBI":2788,"Net unrelated business taxable income":19377,"Number of employees":65,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":49330480,"Contributions":{"value":47459840,"Other contributions":1563139,"Contributions from gifts and grants":0,"Fundraising revenue":57000,"Dues":0,"Campaigns":0,"Grant revenue":44874701,"Related organizations":965000},"Program revenue":{"value":1309230,"Total revenue":{"value":1309230,"Sales of Books and Data":416328,"Education and Meetings":772977,"Membership Dues":110925,"Sponsorships":9000},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":553974,"Investment income total":401359,"Net investment gain":152615,"Income from invest bond proceeds":0},"Other revenues":{"value":7436,"Other total":69896,"Royalties revenue":11522,"Net rental income":0,"Net income from fundraising events":-73982,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":48529385,"Grant expense":{"value":1354047,"Grants to domestic orgs":1354047,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8428938,"Current officers":1775061,"Disqualified persons":0,"Other salaries and wages":4180692,"Pension plan contributions":183482,"Other employee benefits":1598535,"Payroll taxes":691168},"Other expenses":{"value":38746400,"Management services":0,"Legal":67900,"Accounting":42961,"Lobbying services":0,"Investment management fees":43856,"Other services":34820800,"Advertising":11878,"Office expenses":577128,"Information technology":95069,"Royalties":0,"Occupancy":785961,"Travel":1424503,"Conferences and meetings":770714,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":49332,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":56298,"Education & Training":23931,"Bad Debt Expense":10277,"Other Expenses":22090},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":42886849,"Management And General Expenses":5534873,"Fundraising Expenses":107663}},"Assets":{"value":30317445,"Non-interest bearing cash":0,"Savings and temp cash investments":13269749,"Pledges and grants receivable":0,"Accounts receivable":5242795,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":96564,"Land, building, equipment":0,"Investments publicly traded":8657836,"Investments other":3050501,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":10683874,"Sum of Total Liabilities":0,"Accounts payable, accrued":2777671,"Grants payable":0,"Deferred, revenue":2882048,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5024155},"Fund balance":{"value":19633571,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":19187041,"Temporarily restricted net assets":446530,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8837294970871772,"percentile":0.7451290148469787},"Fundraising Efficiency":{"score":440.81847988631193,"percentile":0.9558802492710713},"Operating Margin":{"score":0.01623935141113567,"percentile":0.44226655136804344},"Liabilities to Assets Ratio":{"score":0.3524002105058655,"percentile":0.18116113025680355},"Operating Reserve Ratio":{"score":0.6247234536353593,"percentile":0.30072071813540885},"Officer Compensation Ratio":{"score":0.06047525638332322,"percentile":0.7071246716192595},"Program Expense Growth":{"score":-0.0204704216045357,"percentile":0.25865102086459224},"Revenue Growth":{"score":-0.04434229270568121,"percentile":0.2319486451142559},"Asset Growth":{"score":0.018131149137657194,"percentile":0.39596229365764024},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5397622394722815,"percentile":0.4276996382077133}},"source_xml":"201903199349314805_public.xml"},{"Organization":{"value":null,"Person":["Gregory Poulsen","Jay Bhatt","M Michelle Hood","MATT HANLEY","Andrew J Shin","Daniel J Delgado","LOUELLA HUNG","Marie Cleary-Fishman","MARY A ANDRAWIS","Nancy A Myers PhD"],"Title":["CHAIR","PRESIDENT (THRU 4/2020)","PRESIDENT (BEG 3/2020)","BOARD MEMBER","COO","Senior Director of Finance and Compliance","DIRECTOR CLINC QUAL","VP Clinical Quality","GENERAL MANAGEMENT","VP Leadership & System Innovation"],"Hours":[5.0,40.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,772064,231583,0,598857,238382,179683,288855,174916,277974],"Direct compensation":[0,752117,0,0,517015,190546,138614,245440,146735,250067],"Other compensation":[0,19947,231583,0,81842,47836,41069,43415,28181,27907]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2020,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":35,"Total Gross UBI":1317,"Net unrelated business taxable income":0,"Number of employees":35,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":10760012,"Contributions":{"value":9855887,"Other contributions":1763851,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":8092036,"Related organizations":0},"Program revenue":{"value":727428,"Total revenue":{"value":727428,"Sales of Books and Data":642828,"Education and Meetings":31860,"Membership Dues":52740},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":172599,"Investment income total":205385,"Net investment gain":-32786,"Income from invest bond proceeds":0},"Other revenues":{"value":4098,"Other total":2684,"Royalties revenue":1414,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":13056736,"Grant expense":{"value":264609,"Grants to domestic orgs":264609,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5653498,"Current officers":1370921,"Disqualified persons":0,"Other salaries and wages":3452632,"Pension plan contributions":200195,"Other employee benefits":335807,"Payroll taxes":293943},"Other expenses":{"value":7138629,"Management services":0,"Legal":69667,"Accounting":22833,"Lobbying services":0,"Investment management fees":7577,"Other services":5387971,"Advertising":30461,"Office expenses":275403,"Information technology":86341,"Royalties":0,"Occupancy":682278,"Travel":124316,"Conferences and meetings":68580,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":44963,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":327646,"Education & Training":12720,"TAXES":10440,"SHARED SERVICES":304486},"All other expenses":10593},"Functional Expenses":{"value":null,"Program Service Expenses":8320332,"Management And General Expenses":4736404,"Fundraising Expenses":0}},"Assets":{"value":21010178,"Non-interest bearing cash":0,"Savings and temp cash investments":7744298,"Pledges and grants receivable":0,"Accounts receivable":1047538,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":28450,"Land, building, equipment":0,"Investments publicly traded":12189892,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2527445,"Sum of Total Liabilities":0,"Accounts payable, accrued":233624,"Grants payable":0,"Deferred, revenue":1491847,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":801974},"Fund balance":{"value":18482733,"Net assets without donor restriction":17906675,"Net assets with donor restriction":576058,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.6372444077907373,"percentile":0.5076087744596521},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.213449947825337,"percentile":0.14486478532628688},"Liabilities to Assets Ratio":{"score":0.12029622024144679,"percentile":0.30696717483321945},"Operating Reserve Ratio":{"score":1.6091447357134279,"percentile":0.5578026534181012},"Officer Compensation Ratio":{"score":0.21156236903311823,"percentile":0.29519908456313826},"Program Expense Growth":{"score":-0.10608165402987009,"percentile":0.13626252248284276},"Revenue Growth":{"score":-0.11826581225175925,"percentile":0.12576868408004702},"Asset Growth":{"score":-0.021615826303888978,"percentile":0.24050087094215672},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.3372213566444992,"percentile":0.040028733798990995}},"source_xml":"202133199349312298_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL G ROCK","DANIEL L GROSS","DAVID P TILTON","DOUGLAS A CONRAD","JOSEPH R SWEDISH","LAWERENCE P CASALINO","LORRIE WARNER","MARY BLUNT","MARYJANE WURTH","MICHAEL CHERNEW","RAYMOND T HINO","RHONDA ANDERSON","RICHARD J UMBDENSTOCK","TR REID","MAULIK JOSHI","R JOHN EVANS","BARBARA EDSON","DAVID SCHULKE","HEATHER JORNA","STEPHEN HINES","STEPHEN MARTIN JR"],"Title":["CHAIR","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","BOARD MEMBER","PRESIDENT","TREASURER","VP CLINICAL QUALITY","VP RESEARCH PROGRAMS","VP HEALTHCARE INNOVATIONS","CHIEF RESEARCH OFFICER","VP CLINICAL QUALITY"],"Hours":[1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,1.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,0,0,0,411220,0,728958,118090,217223,245054,211168,270720,283907],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,609492,0,192572,204472,185606,228727,246507],"Other compensation":[0,0,0,0,0,0,0,0,0,0,0,0,411220,0,119466,118090,24651,40582,25562,41993,37400]},"Basic":{"value":null,"mission":"Health research and educational trust is organized to assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services by conducting applied research & demonstration projects and disseminating results through education, publications, & other media as appropriate.","year":2013,"name":"HEALTH RESEARCH AND EDUCATIONAL TRUST","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":13,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"155 North Wacker Drive, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":82,"Total Gross UBI":9081,"Net unrelated business taxable income":null,"Number of employees":82,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":63970437,"Contributions":{"value":62769079,"Other contributions":910460,"Contributions from gifts and grants":0,"Fundraising revenue":76500,"Dues":0,"Campaigns":0,"Grant revenue":59929417,"Related organizations":1852702},"Program revenue":{"value":959744,"Total revenue":{"value":959744,"VARIOUS":959744},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":174440,"Investment income total":156940,"Net investment gain":17500,"Income from invest bond proceeds":0},"Other revenues":{"value":67174,"Other total":46186,"Royalties revenue":80747,"Net rental income":0,"Net income from fundraising events":-59759,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":55278789,"Grant expense":{"value":242190,"Grants to domestic orgs":242190,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8765519,"Current officers":663633,"Disqualified persons":0,"Other salaries and wages":5137988,"Pension plan contributions":379173,"Other employee benefits":1901305,"Payroll taxes":683420},"Other expenses":{"value":46271080,"Management services":0,"Legal":49742,"Accounting":47721,"Lobbying services":0,"Investment management fees":10101,"Other services":39383733,"Advertising":1698,"Office expenses":1111755,"Information technology":87046,"Royalties":0,"Occupancy":676387,"Travel":1545110,"Conferences and meetings":3186500,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":60136,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":111151,"EDUCATION & TRAINING":13802,"BAD DEBT EXPENSE":45170,"OTHER EXPENSES":52179},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":47876625,"Management And General Expenses":7300693,"Fundraising Expenses":101471}},"Assets":{"value":28661251,"Non-interest bearing cash":0,"Savings and temp cash investments":10474256,"Pledges and grants receivable":0,"Accounts receivable":8059359,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":20045,"Land, building, equipment":0,"Investments publicly traded":7882387,"Investments other":2176834,"Investments program related":0,"Intangible assets":0,"Other assets":48370},"Liabilities":{"value":13225907,"Sum of Total Liabilities":0,"Accounts payable, accrued":2616523,"Grants payable":0,"Deferred, revenue":1521572,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":9087812},"Fund balance":{"value":15435344,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":14988890,"Temporarily restricted net assets":446454,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8660939551334962,"percentile":0.7179301636148325},"Fundraising Efficiency":{"score":618.5913118033724,"percentile":0.9661855784914896},"Operating Margin":{"score":0.13586976121485617,"percentile":0.6793024365359951},"Liabilities to Assets Ratio":{"score":0.4614560264658371,"percentile":0.14602168352088465},"Operating Reserve Ratio":{"score":0.5184855080671178,"percentile":0.2587198851151486},"Officer Compensation Ratio":{"score":0.04497819226828576,"percentile":0.7817852288616574},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6561108413731284,"percentile":0.7565014519887776}},"source_xml":"201433019349300898_public.xml"},{"Organization":{"value":null,"Person":["Michael G Rock","Kimberly McNally","Richard J Pollack","Rhonda Anderson","Anthony A Armada","Mary Blunt","Lawrence P Casalino","Douglas Leonard","Raymond T Hino","Kyle L Grazier","Alison J Fleury","Christopher J Durovich","TR Reid","David P Tilton","R John Evans","Christina Fisher","Maulik Joshi","Jay Bhatt","Kenneth P Anderson Jr","Debra Pierce","Charisse Coulombe","Marie Cleary-Fishman","Stephen Hines","Heather Jorna","Barbara S Edson","Marcia Cooke","David Schulke"],"Title":["CHAIR","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Board Member","Treasurer - Partial Year","Treasurer as of 10/2016","President & AEVP - Partial Year","President","Acting President & COO - Partial Year","Secretary","VP Clinical Quality","VP Clinical Quality","Chief Research Officer - Partial Year","VP HC Innovations","VP Clinical Quality","DIR Clinical Quality","Former VP Research Progs"],"Hours":[5.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,1.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,40.0,0.0],"Total Compensation":[0,0,379612,0,0,0,0,0,0,0,0,0,0,0,103066,23592,368302,152591,443084,119708,261579,236386,171022,260042,248851,153260,155892],"Direct compensation":[0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,341124,131968,391515,101250,235403,200393,145634,210569,213027,137887,155892],"Other compensation":[0,0,379612,0,0,0,0,0,0,0,0,0,0,0,103066,23592,27178,20623,51569,18458,26176,35993,25388,49473,35824,15373,0]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2016,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":13,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":14,"Number of independent voting members":13,"Number of employees total":85,"Total Gross UBI":2396,"Net unrelated business taxable income":0,"Number of employees":85,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":51499687,"Contributions":{"value":50280873,"Other contributions":1832045,"Contributions from gifts and grants":0,"Fundraising revenue":50000,"Dues":0,"Campaigns":0,"Grant revenue":46696718,"Related organizations":1702110},"Program revenue":{"value":951426,"Total revenue":{"value":951426,"Sales of Books and Data":446618,"Education and Meetings":349464,"Membership Dues":155344},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":272621,"Investment income total":218121,"Net investment gain":54500,"Income from invest bond proceeds":0},"Other revenues":{"value":-5233,"Other total":5978,"Royalties revenue":42218,"Net rental income":0,"Net income from fundraising events":-53429,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":46027443,"Grant expense":{"value":225761,"Grants to domestic orgs":225761,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":8702546,"Current officers":1216514,"Disqualified persons":0,"Other salaries and wages":4904348,"Pension plan contributions":269696,"Other employee benefits":1594487,"Payroll taxes":717501},"Other expenses":{"value":37099136,"Management services":0,"Legal":57994,"Accounting":43520,"Lobbying services":0,"Investment management fees":42733,"Other services":33601014,"Advertising":32276,"Office expenses":698494,"Information technology":75224,"Royalties":0,"Occupancy":809450,"Travel":1092803,"Conferences and meetings":583741,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":35534,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":26353,"Education & Training":10398,"Bad Debt Expense":550,"Other Expenses":15405},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":40439248,"Management And General Expenses":5434719,"Fundraising Expenses":153476}},"Assets":{"value":30657696,"Non-interest bearing cash":0,"Savings and temp cash investments":11674184,"Pledges and grants receivable":0,"Accounts receivable":8245538,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":41283,"Land, building, equipment":0,"Investments publicly traded":7571354,"Investments other":3125337,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":11783343,"Sum of Total Liabilities":0,"Accounts payable, accrued":4788986,"Grants payable":0,"Deferred, revenue":1957909,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5036448},"Fund balance":{"value":18874353,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":18338510,"Temporarily restricted net assets":535843,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8785899316631601,"percentile":0.7370769658350318},"Fundraising Efficiency":{"score":327.613913576064,"percentile":0.9446666993088497},"Operating Margin":{"score":0.10625781084844263,"percentile":0.6338572382664527},"Liabilities to Assets Ratio":{"score":0.384351876931652,"percentile":0.1699164499461681},"Operating Reserve Ratio":{"score":0.6660742809458262,"percentile":0.31618716805244024},"Officer Compensation Ratio":{"score":0.0668511392214423,"percentile":0.6785451078778656},"Program Expense Growth":{"score":-0.11078501985476791,"percentile":0.13280794103861093},"Revenue Growth":{"score":-0.12073157608852937,"percentile":0.12354098757198999},"Asset Growth":{"score":0.021689974167809,"percentile":0.41099105731789065},"Independent Voting Board Pct":{"score":0.9285714285714286,"percentile":0.2554649107023994},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5436431031481174,"percentile":0.4388289856996954}},"source_xml":"201722439349301007_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["CHRISTOPHER M DERIENZO","HEIDI DUNCAN","RUSSELL R GRONEWOLD","ANDREW J JAGER","Daniel J Delgado","KRISTIN L PREIHS","Marie Cleary-Fishman","Nancy A Myers PhD"],"Title":["PRESIDENT","CHAIR","BOARD MEMBER","SR DIRECTOR, POP HEALTH","Senior Director of Finance and Compliance","SR DIRECTOR CLINICAL QUALITY","VP Clinical Quality","VP Leadership & System Innovation"],"Hours":[1.0,5.0,1.0,40.0,40.0,40.0,40.0,40.0],"Total Compensation":[174720,0,0,225693,271129,183603,315649,304753],"Direct compensation":[0,0,0,184018,210954,169884,266924,272262],"Other compensation":[174720,0,0,41675,60175,13719,48725,32491]},"Basic":{"value":null,"mission":"Assist health care organizations & communities to improve the efficiency, quality & accessibility of health care services.","year":2024,"name":"Health Research and Educational Trust","phone":3124223200,"website":"WWW.HRET.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1944,"state_legal_domicile":"IL","total_volunteers":2,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"155 North Wacker Drive 400, Chicago, IL, 606061725, USA","city":"Chicago","state":"IL","country":"USA","zip_code":606061725},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":3,"Number of independent voting members":2,"Number of employees total":37,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":37,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":6636124,"Contributions":{"value":4498274,"Other contributions":2183425,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":2314849,"Related organizations":0},"Program revenue":{"value":1881040,"Total revenue":{"value":1881040,"Education and Meetings":1360412,"SALES OF BOOKS AND DATA":520628},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":236587,"Investment income total":194531,"Net investment gain":42056,"Income from invest bond proceeds":0},"Other revenues":{"value":20223,"Other total":17237,"Royalties revenue":2986,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":9106022,"Grant expense":{"value":281940,"Grants to domestic orgs":120000,"Grants to domestic individuals":161940,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":5037496,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":3601954,"Pension plan contributions":241833,"Other employee benefits":886938,"Payroll taxes":306771},"Other expenses":{"value":3786586,"Management services":0,"Legal":5860,"Accounting":40476,"Lobbying services":0,"Investment management fees":7980,"Other services":1227307,"Advertising":50571,"Office expenses":210974,"Information technology":90204,"Royalties":0,"Occupancy":600158,"Travel":224075,"Conferences and meetings":575342,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":44100,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":698120,"SHARED SERVICES":694612,"EDUCATION AND TRAINING":3508},"All other expenses":11419},"Functional Expenses":{"value":null,"Program Service Expenses":5115829,"Management And General Expenses":3990193,"Fundraising Expenses":0}},"Assets":{"value":15211006,"Non-interest bearing cash":0,"Savings and temp cash investments":420300,"Pledges and grants receivable":0,"Accounts receivable":304635,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":34567,"Land, building, equipment":0,"Investments publicly traded":14451504,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":2362983,"Sum of Total Liabilities":0,"Accounts payable, accrued":183732,"Grants payable":0,"Deferred, revenue":1087423,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1091828},"Fund balance":{"value":12848023,"Net assets without donor restriction":12365923,"Net assets with donor restriction":482100,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.5618072304239985,"percentile":0.4864230301370304},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.3721898505814539,"percentile":0.09529846969814003},"Liabilities to Assets Ratio":{"score":0.15534692445719894,"percentile":0.27968292439117515},"Operating Reserve Ratio":{"score":1.6704336976124152,"percentile":0.568049085547058},"Officer Compensation Ratio":{"score":0.16204079014963943,"percentile":0.38551935559965167},"Program Expense Growth":{"score":-0.1500289905549676,"percentile":0.10939922073760006},"Revenue Growth":{"score":-0.1510672460219209,"percentile":0.10085723060676383},"Asset Growth":{"score":-0.05218110488315478,"percentile":0.16127331098480527},"Independent Voting Board Pct":{"score":0.6666666666666666,"percentile":0.15937247719534797},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.31754592860120956,"percentile":0.02632538347562577}},"source_xml":"202543179349311719_public.xml"},"sector":"Health","donation_categories":[],"zakat_policy":null},"error":null}