Health Enhancement Research Organization Inc
Nonprofit profile at a glance
- EIN
- 631141480
- IRS 990 coverage
- 2012–2024
- Forms available
- Form 990 2024
- Location
- Raleigh, NC, USA
- Phone
- 9528354257
- Rating
- 66
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Medical Research N.E.C.
Reported finances
- Revenue
- $718,051
- Expenses
- $828,791
- Assets
- $120,189
- Liabilities
- $228,917
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
14 people listed
Executive titles in this filing
- Karen Moseley (President)
Highest reported compensation
- Karen Moseley (President): $118,955 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Create and disseminate employee health management research, policy, leadership and infrastructure which advance the principles, science and practice of employee health management.
What it reported doing in 2024
HERO's activities are as follows: Think Tank members meet in February, May/June and in the Fall preceding the annual HERO Forum. Originally formed to seek answers to rising health care costs for companies, the Think Tank has continued its work in 2024 to also study Total Worker Health and the integregation of well-being and safety, the introduction of Lifestyle as Medicine as a model for improving employee health (a grant funded by Ardmore Institute of Health), the connection between brain health (cognitive resilience) and business performance, and how companies can integrate well-being into their social responsibility initiatives.HERO committees, comprised of Think Tank member company employees, aredeveloping guidance for employers in areas that include workforce mental health and well-being and the multi-dimensional strategies that serve to develop and support an organization's people and culture. The annual HERO Forum brings together industry thought leaders and business executives to share best practices, discuss innovation and research in the field, and build networks that support new partnerships and collaborations. In addition, HERO provides 1-2 complimentary webinars monthly for HERO members and the employer marketplace on topics of interest related to workplace health and well-being.The HERO Scorecard is a free, online tool that employers can use to benchmark their health and well-being efforts against a national database of all employers that have completed a Scorecard response. Companies also receive subscores for mental health, DEI, and social determinants of health. In 2024, a brain health subscore was developed and released to help organizations understand the best practices associated with supporting cognitive function and resilience of their employees. The Scorecard database includes large, midsize and small employers. Companies can purchase benchmark reports to compare against other organizations by size, region, and industry. For an annual license fee, HERO also offers the Scorecard Preferred Provider Program for organizations (e.g., benefits consultants, well-being vendors) that wish to receive regular reports on their clients' data. The HERO Scorecard in available in a U.S. version. The International version was updated in 2022, and is also available in Dutch, Spanish, French, Italian, Portuguese, Turkish and Chinese.In 2022, HERO was awarded a sole-source contract from NIOSH through the Department of Health and Human Services to develop an open-source data clearinghouse for the NIOSH Worker Well-being Questionnaire (WellBQ). With completion of this project in 2024, researchers now have access to employee-level data to inform research studies on employee health, well-being and safety and the organizational best practices that support a healthy work environment. Employers have the added capability to easily administer the online survey to employees and receive a de-identified summary report of their data.HERO connects science and practice for employers and updates the research agenda annually to reflect areas of importance to demonstrate the value of a health and well-being employer ecosystem. When approved by HERO's research leadership, HERO will designate research funds to support a study to add to the evidence for health and well-being.
Operating model
- Revenue model
- Other-operating. 87% of the money available for current operations came from other operating revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 49
- Transparency & Controls: 92
- Accountability: 91
- Sustainability: 11
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 58.5%; rating input score 58
- Program expense ratio: 50.7%; rating input score 51
- Fundraising efficiency: $0.32 raised per $1 spent on fundraising; rating input score 2; 2nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 92.9%; rating input score 93; 24th percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -15.4%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 0.15; rating input score 7; 7th percentile among comparable filings
- Liabilities to assets ratio: 1.9; rating input score 2; 2nd percentile among comparable filings
- Officer compensation ratio: 14.4%; rating input score 24; 24th percentile among comparable filings
Growth
- Program expense growth: -4.6% per year; rating input score 0; 8th percentile among comparable filings
- Revenue growth: -3.4% per year; rating input score 0; 7th percentile among comparable filings
- Asset growth: -11.6% per year; rating input score 0; 3rd percentile among comparable filings
Details
- Where the money goes: 58.5% of revenue deployed · 50.7% of spending went to programs
- Governance: 13 of 14 board members independent · 7 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $420K in reported program spending
- Leadership: top reported pay $119K · 14 people listed
- Consistency: 24 of 24 current checks pass
- Schedules: 4 filed schedules · includes major donors
- Filing history: 11 filing years from 2012 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Financial Efficiency: Mission deployment rate scored 58/100.
- Review — Financial Efficiency: Program expense ratio scored 51/100.
- High — Financial Efficiency: Fundraising efficiency scored 2/100.
- High — Sustainability: Operating margin scored 12/100.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 7/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Liabilities to assets ratio scored 2/100.
- High — Sustainability: Officer compensation ratio scored 24/100.