Hospital Industry Data Institute

Nonprofit profile at a glance

EIN
431371659
IRS 990 coverage
2015–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Jefferson City, MO, USA
Phone
5738933700
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$10,571,654
Expenses
$9,812,775
Assets
$15,129,779
Liabilities
$1,933,327

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

37 people listed

Executive titles in this filing

  • Jon D Doolittle (President and CEO)
  • Brian Waterman (Vice President)
  • Jamey Motter (Vice President)
  • Mat Reidhead (Vice President)
  • Timothy Bock (Vice President)
  • Michael Pennington (Vice President)

Highest reported compensation

  • Jon D Doolittle (President and CEO): $1,314,662 total reported compensation
  • Kathleen Poff (Sr. VP Admin & CFO): $527,543 total reported compensation
  • Theresa Roark (Sr. VP (thru 8/01/24)): $419,526 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To gather data for private and public hospitals; to provide data analysis and assemble various reports in order to assist facilities in conducting efficient operations; and to conduct special research projects for health care facilities.

What it reported doing in 2024

Gathers data for private and public hospitals in Missouri, Alabama, Alaska, Arkansas, District of Columbia, Georgia, Illinois, Kansas, North Carolina, Oklahoma, Tennessee, Virginia, West Virginia and Wyoming and assembles various reports, which the hospitals utilize in order to conduct efficient operations. Additionally, HIDI provides data analysis and conducts research and special studies for health care facilities in Missouri, Alabama, Alaska, Arkansas, District of Columbia, Georgia, Illinois, Kansas, North Carolina, Oklahoma, Tennessee, Virginia, West Virginia, Wyoming, the Missouri Hospital Association, and other state partners.

Operating model

Revenue model
Earned-program. 96% of the money available for current operations came from fees and other program 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

STRONG - The filed numbers largely add up and a large share of available resources goes toward mission work. Total assets are small relative to annual expenses; liquid coverage is unknown and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 90
  • Accountability: 98
  • Sustainability: 52
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 69%; rating input score 69
  • Program expense ratio: 77.5%; rating input score 77
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 14th percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 96.6%; rating input score 97; 30th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 7.2%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 1.54; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0.13; rating input score 69; 69th percentile among comparable filings
  • Officer compensation ratio: 21.8%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: 9.2% per year; rating input score 100; 67th percentile among comparable filings
  • Revenue growth: 10% per year; rating input score 100; 74th percentile among comparable filings
  • Asset growth: 9.3% per year; rating input score 100; 62nd percentile among comparable filings

Details

  • Where the money goes: 69% of revenue deployed · 77.5% of spending went to programs
  • Governance: 28 of 29 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $7.6M in reported program spending
  • Leadership: top reported pay $1.3M · 37 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $345K reported
  • Consistency: 34 of 35 current checks pass · 1 finding to review
  • Schedules: 5 filed schedules · includes executive pay and related organizations
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 7 filed related-organization links
  • 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 — Sustainability: Total-asset coverage ratio scored 52/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.