Hospital Industry Data Institute (EIN 431371659) - Form 990 Financial Analysis & Trantor Score

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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

1985

Legal Domicile

Principal Officer

Jon Doolittle

Phone

5738933700

Tax Period

2024-01-01 to 2024-12-31

Hospital Industry Data Institute, founded in 1985, is a mid-sized nonprofit that reported $10.6M in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $9.8M left a modest 7% surplus.

Mission

Employees receiving service awards with a taxable impact receive a gross-up payment to cover the tax. Health club memberships (up to $150 per year) are provided to employees as a wellness benefit as provided in the Healthy Lifestyles policy.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,064,294

Investment Income $507,160

Other Revenue $200

TOTAL REVENUE $10,571,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,519,208

Fundraising Expenses $0

Program Expenses $7,602,895

Other Expenses $4,293,567

TOTAL EXPENSES $9,812,775

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,571,654	$9,236,500	+0.1%
Expenses	$9,812,775	$9,099,248	+0.1%
Net Income	$758,879	$137,252	+4.5%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$1,842,205

Total Directors

$1,314,662

Key Employees

$818,569

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon D Doolittle	President and CEO	2.6	Officer Director	$0	$85,927	$1,314,662
Kathleen Poff	Sr. VP Admin & CFO	8.8	Officer	$0	$39,221	$527,543
Theresa Roark	Sr. VP (thru 8/01/24)	59.4	Key Emp	$351,723	$67,803	$419,526
Brandon Hutchison	Sr. VP (as of 8/01/24)	42.7	Key Emp	$314,533	$84,510	$399,043
Brian Waterman	Vice President	42.8	Highest	$222,726	$50,137	$272,863
Jamey Motter	Vice President	44.0	Highest	$194,470	$61,445	$255,915
Mat Reidhead	Vice President	11.0	Highest	$188,804	$53,094	$241,898
Timothy Bock	Vice President	18.7	Highest	$156,949	$60,817	$217,766
Michael Pennington	Vice President	48.0	Highest	$151,450	$54,662	$206,112
C Todd Ahrens FACHE	Trustee	0.1	Director	$0	$0	$0
David Argueta	Trustee	0.1	Director	$0	$0	$0
Paula F Baker	Trustee	0.1	Director	$0	$0	$0
Robin B Blount MD	Trustee	0.1	Director	$0	$0	$0
Max D Buetow	Trustee	0.1	Director	$0	$0	$0
Karla Clubine	Trustee	0.1	Director	$0	$0	$0
Justin Davison MBA	Trustee	0.1	Director	$0	$0	$0
Marc H Ellinger JD	Trustee	0.1	Director	$0	$0	$0
Jeremy M Fotheringham JD MHSA RN	Trustee	0.1	Director	$0	$0	$0
Thomas W Keller	Trustee	0.1	Director	$0	$0	$0
Paul Kempinski MS FACHE	Trustee	0.1	Director	$0	$0	$0
J Christopher Lang	Trustee	0.1	Director	$0	$0	$0
David J Meiners MD	Trustee	0.0	Director	$0	$0	$0
Michele C Meyer MA BSN RN	Trustee	0.1	Director	$0	$0	$0
J Michael Poore Jr	Trustee	0.1	Director	$0	$0	$0
Ric Ransom	Trustee	0.1	Director	$0	$0	$0
Stephen L Reintjes Sr MD	Trustee	0.1	Director	$0	$0	$0
Jason Schrumpf	Trustee	0.1	Director	$0	$0	$0
Charles Shields	Trustee	0.1	Director	$0	$0	$0
Laura Smith RN	Trustee	0.1	Director	$0	$0	$0
Rick L Stevens FACHE	Trustee	0.1	Director	$0	$0	$0
Lori L Wightman RN MHA FACHE	Trustee	0.1	Director	$0	$0	$0
Keith Zimmerman	Trustee	0.1	Director	$0	$0	$0
Alan W Greimann	Chair	0.3	Officer Director	$0	$0	$0
Craig Thompson PT MSA FACHE	Chair Elect	0.1	Officer Director	$0	$0	$0
Richard J Liekweg	Past Chair	0.1	Officer Director	$0	$0	$0
Tina L Gillespie	Treasurer	0.1	Officer Director	$0	$0	$0
Andrew J Bagnall MHA FACHE	Secretary	0.1	Officer Director	$0	$0	$0

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	$10,571,654	$9,812,775	$15,129,779	$758,879
2023	$9,236,500	$9,099,248	$14,066,566	$137,252
2022	$8,603,811	$8,359,739	$13,433,753	$244,072
2021	$12,900,741	$10,012,916	$14,138,483	$2,887,825
2020	$9,384,563	$8,071,694	$10,938,288	$1,312,869
2019	$8,472,321	$7,971,522	$9,112,059	$500,799
2018	$7,035,874	$6,693,227	$8,280,023	$342,647

Hospital Industry Data Institute