Health Research and Educational Trust

EIN: 362203931 501(c)(3) Health Care

Chicago, IL

Total Revenue
$10,196,871
Total Expenses
$12,176,262
Total Assets
$15,980,943
Net Assets
$14,471,198
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1944
Legal Domicile
IL
Phone
3124223200
Tax Period
2023-01-01 to 2023-12-31

Health Research and Educational Trust, founded in 1944, is a mid-sized nonprofit in the Health Care sector that reported $10.2M in total revenue in fiscal year 2023. Revenue decreased 11% compared to the prior year. Expenses of $12.2M exceeded revenue, resulting in a 19% operating deficit.

Mission

HRET is principally organized to assist health care organizations and the communities they serve to improve the efficiency, quality & accessibility of health care services by conducting applied research and demonstration projects & disseminating results through education, publications, & other media.

Program Service Accomplishments

Program 1
Expenses: $5,135,138 Revenue: $1,020,939

QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE...

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QUALITY/COST/DISPARITIES: HRET CONDUCTS MANAGEMENT RESEARCH TO IMPROVE QUALITY, REDUCING COSTS, AND ELIMINATING DISPARITIES. NUMEROUS RESEARCH PROJECTS WORKED WITH HOSPITALS NATIONALLY TO REDUCE INFECTIONS AND TO IMPROVE SAFETY CULTURE SCORES. IN ADDITION, HRET PROVIDES HOSPITALS WITH TOOLS AND TRAINING MATERIALS COMPILED FROM VARIOUS SURVEYS CONDUCTED TO HELP EDUCATE HEALTHCARE PROFESSIONALS.

Program 2
Expenses: $2,177,904

HRET'S TRANSLATIONAL RESEARCH PROGRAM IDENTIFIES AND EXECUTES STRATEGIES AND METHODS TO DISSEMINATE AND IMPLEMENT RESEARCH FINDINGS, KNOWLEDGE, TOOLS, AND BEST PRACTICES.

Program 3
Expenses: $197,516

Research and development of resources addressing best practices and models for population health and community partnerships. Leadership training in health care transformation for hospital leaders.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,654,031
Program Service Revenue $1,004,436
Investment Income $519,248
Other Revenue $19,156
TOTAL REVENUE $10,196,871

Expense Breakdown

Grants Paid $325,030
Salaries & Benefits $5,551,206
Fundraising Expenses $0
Program Expenses $7,510,558
Other Expenses $6,300,026
TOTAL EXPENSES $12,176,262

Year-over-Year Comparison

2023 2022 Change
Revenue $10,196,871 $11,413,974 -0.1%
Expenses $12,176,262 $12,763,842 0.0%
Net Income $-1,979,391 $-1,349,868 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
2
Employees
39
Volunteers
2

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$2,678,113
Total Directors
4
$2,680,280
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A PRESIDENT 1.0
Officer Director
$0 $152,275 $829,789
N/A CHAIR 5.0
Officer Director
$0 $0 $2,859
N/A PRESIDENT (END 3/7/2023) 1.0
Officer Director
$0 $51,077 $1,845,465
N/A BOARD MEMBER 1.0
Director
$0 $0 $2,167
N/A SR DIRECTOR, POP HEALTH 40.0
Highest
$159,009 $37,504 $196,513
N/A Senior Director of Finance and Compliance 40.0
Highest
$196,532 $55,765 $252,297
N/A DIRECTOR CLINC QUAL 40.0
Highest
$140,404 $59,710 $200,114
N/A VP Clinical Quality 40.0
Highest
$254,556 $48,306 $302,862
N/A VP Leadership & System Innovation 40.0
Highest
$260,859 $30,607 $291,466
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $10,196,871 $12,176,262 $15,980,943 $-1,979,391
2022 $11,413,974 $12,763,842 $19,822,762 $-1,349,868
2021 $10,710,852 $11,969,906 $22,413,132 $-1,259,054
2020 $10,760,012 $13,056,736 $21,010,178 $-2,296,724
2019 $34,877,975 $36,616,485 $25,447,440 $-1,738,510
2018 $49,330,480 $48,529,385 $30,317,445 $801,095
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