HEALTHCARE EDUCATION RESEARCH AND INNOVATION FOUNDATION

EIN: 454253575 501(c)(3) Health Care

OAK PARK, IL

Total Revenue
$182,985
Total Expenses
$425,616
Total Assets
$1,026,561
Net Assets
$1,006,541
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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
2011
Principal Officer
DAN ROMAN
Tax Period
2024-01-01 to 2024-12-31

HEALTHCARE EDUCATION RESEARCH AND INNOVATION FOUNDATION, founded in 2011, is a small nonprofit in the Health Care sector that reported $183K in total revenue in fiscal year 2024. Revenue decreased 10% compared to the prior year. Expenses of $426K exceeded revenue, resulting in a 133% operating deficit.

Mission

Purpose is to develop and support high impact programs that seek to transform patient-centered care for individual, families and communities.We provide resources, support and partnerships that enable healthcare and social professionals to enhance their skills, knowledge, and expertise while fostering innovations and research that drives new discoveries and improves outcomes.Through collaboration with passionate leaders and thoughtful execution, HERIF supports our partners goals to make a positive difference in the quality and efficiency of healthcare, especially in non-institutional settings and areas of health inequity.

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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 (2024)

Revenue Breakdown

Contributions & Grants $135,000
Program Service Revenue $0
Investment Income $47,985
Other Revenue $0
TOTAL REVENUE $182,985

Expense Breakdown

Grants Paid $163,402
Salaries & Benefits $128,029
Fundraising Expenses $53,372
Program Expenses $235,273
Other Expenses $134,185
TOTAL EXPENSES $425,616

Year-over-Year Comparison

2024 2023 Change
Revenue $182,985 $202,785 -0.1%
Expenses $425,616 $197,917 +1.2%
Net Income $-242,631 $4,868 -50.8%
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

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Governance

Voting Members
5
Independent Members
3
Employees
4
Volunteers
N/A

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
$0
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EMILY H HERRERA DIRECTOR OF DEVELOPMENT & PROGRAMS 40.00
$97,250 $0 $97,250
DHERRAJ MAHAJAN President & CEO 0.00
Officer Director
$0 $0 $0
ROBERT BAUERSCHMIDT Director 0.00
Director
$0 $0 $0
EDWARD CUCCI Treasurer 0.00
Officer Director
$0 $0 $0
DAN ROMAN Executive Dir. 10.00
Officer Director
$0 $0 $0
JILL BUSH Director 0.00
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 $182,985 $425,616 $1,026,561 $-242,631
2023 $202,785 $197,917 $1,289,173 $4,868
2022 $1,250,000 $5,696 $1,250,000 $1,244,304
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