Health Research And Educational Trust

Chicago, IL
Tax-exempt since May 1960
EIN: 36-2203931

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Hospital, General (NTEE)

Donations to this organization are tax deductible.

Revenue

$10.2M (2023)

Expenses

$12.2M (2023)

Total Assets

$16M (2023)

Total Liabilities

$1.51M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings and Audits by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Audits are required to be submitted by nonprofit organizations that spend $750,000 or more in federal grant money in a fiscal year. "Single audits" look at the entire organization's finances and compliance, while other audits are program specific. Nonprofit Explorer has PDFs of audits for some nonprofits for fiscal year 2015 and later. Audit data is from the Federal Audit Clearinghouse.

Fiscal Year Ending Dec.
2024

Form 990 documents are not available for this tax period, but audit documents are available for download.

Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

PDF

Fiscal Year Ending Dec.
2023

Revenue

$10,196,871

Expenses

$12,176,262

Net Income

-$1,979,391

Net Assets

$14,471,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$8,654,031	84.9%
Program Services	$1,004,436	9.9%
Investment Income	$349,738	3.4%
Bond Proceeds	$0
Royalties	$1,278	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$169,510	1.7%
Net Inventory Sales	$0
Other Revenue	$17,878	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,439,708	36.5%

Assets/Debt
Total Assets	$15,980,943
Total Liabilities	$1,509,745
Net Assets	$14,471,198

Compensation

Key Employees and Officers	Compensation	Related	Other
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$260,859	$0	$30,607
Marie Cleary Fishman (Vp Clinical Quality)	$254,556	$0	$48,306
Daniel J Delgado (Senior Director Of Finance And Compliance)	$196,532	$0	$55,765
Andrew J Jager (Sr Director, Pop Health)	$159,009	$0	$37,504
Louella Hung (Director Clinc Qual)	$140,404	$0	$59,710
Christopher M Derienzo (President)	$0	$677,514	$152,275
Heidi Duncan (Chair)	$0	$2,859	$0
M Michelle Hood (President (End 3/7/2023))	$0	$1,794,388	$51,077
Russell R Gronewold (Board Member)	$0	$2,167	$0

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990

Filed on Nov. 6, 2024

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2022

Revenue

$11,413,974

Expenses

$12,763,842

Net Income

-$1,349,868

Net Assets

$15,644,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,942,779	87.1%
Program Services	$1,222,951	10.7%
Investment Income	$222,232	1.9%
Bond Proceeds	$0
Royalties	$2,947	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$20,036	0.2%
Net Inventory Sales	$0
Other Revenue	$3,029	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$2,074	0.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,498,314	35.2%

Assets/Debt
Total Assets	$19,822,762
Total Liabilities	$4,178,748
Net Assets	$15,644,014

Compensation

Key Employees and Officers	Compensation	Related	Other
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$250,400	$0	$29,440
Marie Cleary Fishman (Vp Clinical Quality)	$246,480	$0	$47,478
Daniel J Delgado (Senior Director Of Finance And Compliance)	$189,481	$0	$51,837
Andrew J Jager (Sr Director, Pop Health)	$139,043	$0	$33,911
Louella Hung (Director Clinc Qual)	$139,001	$0	$41,079
Russ Gronewald (Board Member)	$2,074	$0	$0
Heidi Duncan (Chair)	$0	$4,159	$0
M Michelle Hood (President)	$0	$2,149,879	$47,049

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990

Filed on Nov. 15, 2023

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2021

Revenue

$10,710,852

Expenses

$11,969,906

Net Income

-$1,259,054

Net Assets

$18,783,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,661,362	90.2%
Program Services	$745,435	7.0%
Investment Income	$183,643	1.7%
Bond Proceeds	$0
Royalties	$2,774	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$99,209	0.9%
Net Inventory Sales	$0
Other Revenue	$18,429	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$226,177	1.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,137,558	34.6%

Assets/Debt
Total Assets	$22,413,132
Total Liabilities	$3,629,741
Net Assets	$18,783,391

Compensation

Key Employees and Officers	Compensation	Related	Other
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$237,671	$0	$27,047
Marie Cleary Fishman (Vp Clinical Quality)	$234,653	$0	$44,689
Andrew J Shin (Coo (End 04/02/2021))	$213,691	$0	$12,486
Daniel J Delgado (Senior Director Of Finance And Compliance)	$188,813	$0	$48,064
Kristen Hayes (Director, Clinical Quality)	$144,209	$0	$35,431
Louella Hung (Director Clinc Qual)	$129,732	$0	$43,968
Heidi Duncan (Chair)	$0	$0	$0
M Michelle Hood (President)	$0	$1,420,354	$231,401
Russ Gronewald (Board Member)	$0	$0	$0

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990

Filed on Nov. 14, 2022

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2020

Revenue

$10,760,012

Expenses

$13,056,736

Net Income

-$2,296,724

Net Assets

$18,482,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$9,855,887	91.6%
Program Services	$727,428	6.8%
Investment Income	$205,385	1.9%
Bond Proceeds	$0
Royalties	$1,414	0.0%
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$32,786
Net Inventory Sales	$0
Other Revenue	$2,684	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,370,921	10.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$3,452,632	26.4%

Assets/Debt
Total Assets	$21,010,178
Total Liabilities	$2,527,445
Net Assets	$18,482,733

Compensation

Key Employees and Officers	Compensation	Related	Other
Jay Bhatt (President (Thru 4/2020))	$752,117	$0	$19,947
Andrew J Shin (Coo)	$517,015	$0	$81,842
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$250,067	$0	$27,907
Marie Cleary Fishman (Vp Clinical Quality)	$245,440	$0	$43,415
Daniel J Delgado (Senior Director Of Finance And Compliance)	$190,546	$0	$47,836
Mary A Andrawis (General Management)	$146,735	$0	$28,181
Louella Hung (Director Clinc Qual)	$138,614	$0	$41,069
Gregory Poulsen (Chair)	$0	$0	$0
M Michelle Hood (President (Beg 3/2020))	$0	$887,726	$231,583
Matt Hanley (Board Member)	$0	$0	$0

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990

Filed on Nov. 15, 2021

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Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2019

Revenue

$34,877,975

Expenses

$36,616,485

Net Income

-$1,738,510

Net Assets

$19,032,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$33,103,420	94.9%
Program Services	$1,085,199	3.1%
Investment Income	$555,083	1.6%
Bond Proceeds	$0
Royalties	$1,407	0.0%
Rental Property Income	$0
Net Fundraising	-$52,566
Sales of Assets	$127,136	0.4%
Net Inventory Sales	$0
Other Revenue	$58,296	0.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,181,260	3.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,353,860	14.6%

Assets/Debt
Total Assets	$25,447,440
Total Liabilities	$6,414,632
Net Assets	$19,032,808

Compensation

Key Employees and Officers	Compensation	Related	Other
Jay Bhatt (Exofficio)	$637,455	$0	$114,847
Andrew Shin (Coo/Treasurer)	$403,426	$0	$25,532
Marie Cleary Fishman (Vp Clinical Quality)	$228,531	$0	$42,966
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$223,941	$0	$31,191
Norma A Padron (General Management)	$183,825	$0	$21,708
Mary A Andrawis (General Management)	$175,036	$0	$33,173
Daniel J Delgado (Senior Director Of Finance And Compliance)	$167,349	$0	$48,534
David P Tilton (Chair)	$0	$0	$0
Gregory Poulsen (Board Member)	$0	$1,690	$0
Debra Pierce (Former Secretary (Thru 3/2018))	$0	$146,115	$14,705

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990

Filed on Nov. 18, 2020

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2018

Revenue

$49,330,480

Expenses

$48,529,385

Net Income

$801,095

Net Assets

$19,633,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$47,459,840	96.2%
Program Services	$1,309,230	2.7%
Investment Income	$401,359	0.8%
Bond Proceeds	$0
Royalties	$11,522	0.0%
Rental Property Income	$0
Net Fundraising	-$73,982
Sales of Assets	$152,615	0.3%
Net Inventory Sales	$0
Other Revenue	$69,896	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,775,061	3.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,180,692	8.6%

Assets/Debt
Total Assets	$30,317,445
Total Liabilities	$10,683,874
Net Assets	$19,633,571

Compensation

Key Employees and Officers	Compensation	Related	Other
Jay Bhatt (President)	$602,573	$0	$117,590
Andrew Shin (Coo)	$251,956	$0	$23,220
Charisse Coulombe (Vp Clinical Quality (Thru Jan 2018))	$240,238	$0	$14,706
Marie Cleary Fishman (Vp Clinical Quality)	$221,076	$0	$40,502
Daniel Delgato (Senior Director Of Finance And Compliance)	$147,358	$0	$28,402
Marie Albert Lesher (Dir Data)	$142,540	$0	$42,076
Nancy A Myers Ph D (Vp Leadership & System Innovation)	$127,472	$0	$13,002
Christopher T Hund (Vp Clinical Quality)	$127,006	$0	$43,802
Debra Pierce (Secretary)	$126,426	$0	$20,850
David P Tilton (Chair)	$0	$0	$0
Jennie Chin Hansen (Board Member)	$0	$0	$0
Alisahah J Cole (Board Member)	$0	$0	$0
Christopher J Durovich (Board Member)	$0	$0	$0
Alison J Fleury (Board Member)	$0	$0	$0
Kyle L Grazier (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Anupam Jena (Board Member)	$0	$0	$0
Kimberly Mc Nally (Board Member)	$0	$0	$0
Lawrence Massa (Board Member)	$0	$0	$0
Randall D Oostra (Board Member)	$0	$2,312	$0
Richard J Pollack (Board Member)	$0	$2,254,745	$495,281
Ries Robinson Md (Board Member)	$0	$0	$0
Eduardo Sanchez (Board Member)	$0	$0	$0
Christina Y Fisher (Treasurer)	$0	$509,228	$106,047
R John Evans (Former Treasurer)	$0	$350,055	$2,704

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990

Filed on Nov. 15, 2019

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2017

Revenue

$48,172,316

Expenses

$48,412,172

Net Income

-$239,856

Net Assets

$19,452,032

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$46,403,254	96.3%
Program Services	$1,267,406	2.6%
Investment Income	$331,612	0.7%
Bond Proceeds	$0
Royalties	$61,631	0.1%
Rental Property Income	$0
Net Fundraising	-$69,339
Sales of Assets	$152,305	0.3%
Net Inventory Sales	$0
Other Revenue	$25,447	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,730,625	3.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,120,815	8.5%

Assets/Debt
Total Assets	$28,292,295
Total Liabilities	$8,840,263
Net Assets	$19,452,032

Compensation

Key Employees and Officers	Compensation	Related	Other
Jay Bhatt (President)	$536,052	$0	$110,194
Kenneth P Anderson Jr (Former Coo)	$360,188	$0	$0
Heather Jorna (Vp Hc Innovations Partial Year)	$240,375	$0	$25,205
Barbara S Edson (Vp Clinical Quality/ Part Year Interim Coo)	$230,541	$0	$35,783
Charisse Coulombe (Vp Clinical Quality)	$217,835	$0	$25,179
Marie Cleary Fishman (Vp Clinical Quality)	$208,211	$0	$37,007
Marie Albert Lesher (Dir Data)	$128,150	$0	$40,898
Debra Pierce (Secretary)	$122,432	$0	$19,585
Christopher T Hund (Vp Clinical Quality)	$117,052	$0	$43,532
Gregory L Foster (Research Manager Part Year)	$116,537	$0	$19,605
Andrew Shin (Coo)	$70,287	$0	$2,548
David P Tilton (Chair)	$0	$0	$0
Randall D Oostra (Board Member)	$0	$1,609	$0
Richard J Pollack (Board Member)	$0	$2,036,521	$467,075
Jennnie Chin Hansen (Board Member)	$0	$0	$0
Anthony A Armada (Board Member)	$0	$0	$0
Lawrence P Casalino (Board Member)	$0	$0	$0
Christopher J Durovich (Board Member)	$0	$0	$0
Alison J Fleury (Board Member)	$0	$0	$0
Kyle L Grazier (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Douglas Leonard (Board Member)	$0	$0	$0
Kimberly Mc Nally (Board Member)	$0	$0	$0
Eduardo Sanchez (Board Member)	$0	$0	$0
Sandra Hernandez (Board Member)	$0	$0	$0
See filing for compensation of 2 other people →

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990

Filed on Aug. 29, 2018

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2016

Revenue

$51,499,687

Expenses

$46,027,443

Net Income

$5,472,244

Net Assets

$18,874,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$50,280,873	97.6%
Program Services	$951,426	1.8%
Investment Income	$218,121	0.4%
Bond Proceeds	$0
Royalties	$42,218	0.1%
Rental Property Income	$0
Net Fundraising	-$53,429
Sales of Assets	$54,500	0.1%
Net Inventory Sales	$0
Other Revenue	$5,978	0.0%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,216,514	2.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,904,348	10.7%

Assets/Debt
Total Assets	$30,657,696
Total Liabilities	$11,783,343
Net Assets	$18,874,353

Compensation

Key Employees and Officers	Compensation	Related	Other
Kenneth P Anderson Jr (Acting President & Coo Partial Year)	$391,515	$0	$51,569
Maulik Joshi (President & Aevp Partial Year)	$341,124	$0	$27,178
Charisse Coulombe (Vp Clinical Quality)	$235,403	$0	$26,176
Barbara S Edson (Vp Clinical Quality)	$213,027	$0	$35,824
Heather Jorna (Vp Hc Innovations)	$210,569	$0	$49,473
Marie Cleary Fishman (Vp Clinical Quality)	$200,393	$0	$35,993
David Schulke (Former Vp Research Progs)	$155,892	$0	$0
Stephen Hines (Chief Research Officer Partial Year)	$145,634	$0	$25,388
Marcia Cooke (Dir Clinical Quality)	$137,887	$0	$15,373
Jay Bhatt (President)	$131,968	$0	$20,623
Debra Pierce (Secretary)	$101,250	$0	$18,458
Michael G Rock (Chair)	$0	$0	$0
Kimberly Mc Nally (Board Member)	$0	$2,006	$0
Richard J Pollack (Board Member)	$0	$1,604,291	$379,612
Rhonda Anderson (Board Member)	$0	$0	$0
Anthony A Armada (Board Member)	$0	$0	$0
Mary Blunt (Board Member)	$0	$0	$0
Lawrence P Casalino (Board Member)	$0	$0	$0
Douglas Leonard (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Kyle L Grazier (Board Member)	$0	$0	$0
Alison J Fleury (Board Member)	$0	$0	$0
Christopher J Durovich (Board Member)	$0	$0	$0
Tr Reid (Board Member)	$0	$0	$0
David P Tilton (Board Member)	$0	$0	$0
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990

Filed on Aug. 31, 2017

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990-T

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2015

Revenue

$32,113,431

Expenses

$33,797,563

Net Income

-$1,684,132

Net Assets

$12,974,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$30,447,400	94.8%
Program Services	$1,107,618	3.4%
Investment Income	$197,544	0.6%
Bond Proceeds	$0
Royalties	$33,154	0.1%
Rental Property Income	$0
Net Fundraising	-$64,022
Sales of Assets	$355,062	1.1%
Net Inventory Sales	$0
Other Revenue	$36,675	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$1,103,411	3.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,674,874	16.8%

Assets/Debt
Total Assets	$26,509,062
Total Liabilities	$13,534,258
Net Assets	$12,974,804

Compensation

Key Employees and Officers	Compensation	Related	Other
Maulik Joshi (President, Aevp Clinical Research & Health Improvement)	$697,763	$0	$138,611
Kenneth P Anderson Jr (Coo)	$329,676	$0	$47,483
Stephen Hines (Chief Research Officer)	$237,983	$0	$47,250
Stephen Martin Jr (Vp Clinical Quality)	$232,293	$0	$15,975
David Schulke (Vp Research Programs)	$225,084	$0	$37,626
Barbara Edson (Vp Clinical Quality)	$204,045	$0	$33,474
Heather Jorna (Vp Healthcare Innovations)	$202,704	$0	$46,879
Debra Pierce (Secretary)	$98,618	$0	$17,166
Michael G Rock (Chair)	$0	$0	$0
Kimberly Mc Nally (Board Member)	$0	$1,080	$0
Richard J Umbdenstock (Board Member)	$0	$1,537,809	$596,745
Richard J Pollack (Board Member)	$0	$1,195,229	$288,696
Rhonda Anderson (Board Member)	$0	$0	$0
Anthony Armada (Board Member)	$0	$0	$0
Mary Blunt (Board Member)	$0	$0	$0
Lawrence P Casalino (Board Member)	$0	$0	$0
Michael Chernew (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Douglas Leonard (Board Member)	$0	$0	$0
Tr Reid (Board Member)	$0	$0	$0
Joseph Swedish (Board Member)	$0	$0	$0
David P Tilton (Board Member)	$0	$0	$0
Lorrie Warner (Board Member)	$0	$0	$0
R John Evans (Treasurer)	$0	$620,510	$105,854

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990

Filed on July 26, 2016

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Audit

Audit for an entity that spends $750,000+ in federal grant money in a fiscal year

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Fiscal Year Ending Dec.
2014

Revenue

$56,212,827

Expenses

$55,981,439

Net Income

$231,388

Net Assets

$15,389,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$54,607,742	97.1%
Program Services	$993,419	1.8%
Investment Income	$211,520	0.4%
Bond Proceeds	$0
Royalties	$57,813	0.1%
Rental Property Income	$0
Net Fundraising	-$39,754
Sales of Assets	$305,859	0.5%
Net Inventory Sales	$0
Other Revenue	$76,228	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$897,540	1.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,888,886	10.5%

Assets/Debt
Total Assets	$26,412,180
Total Liabilities	$11,022,791
Net Assets	$15,389,389

Compensation

Key Employees and Officers	Compensation	Related	Other
Maulik Joshi (President)	$636,222	$0	$123,555
Stephen Martin Jr (Vp Clinical Quality)	$251,257	$0	$36,786
Stephen Hines (Chief Research Officer)	$235,054	$0	$41,744
David Schulke (Vp Research Programs)	$209,378	$0	$41,660
Kenneth P Anderson Jr (Coo)	$207,035	$0	$21,108
Heather Jorna (Vp Healthcare Innovations)	$203,015	$0	$32,000
Barbara Edson (Vp Clinical Quality)	$201,709	$0	$24,453
Michael G Rock (Chair)	$0	$0	$0
Daniel L Gross (Board Member)	$0	$0	$0
David P Tilton (Board Member)	$0	$0	$0
Douglas A Conrad (Board Member)	$0	$0	$0
Lawerence P Casalino (Board Member)	$0	$0	$0
Mary Blunt (Board Member)	$0	$0	$0
Maryjane Wurth (Board Member)	$0	$0	$0
Michael Chernew (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Rhonda Anderson (Board Member)	$0	$0	$0
Douglas Leonard (Board Member)	$0	$0	$0
Tr Reid (Board Member)	$0	$0	$0
Lorrie Warner (Board Member)	$0	$0	$0
Richard J Umbdenstock (Board Member)	$0	$1,909,506	$733,704
Joseph Swedish (Board Member)	$0	$0	$0
R John Evans (Treasurer)	$0	$449,004	$124,781

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990

Filed on Nov. 10, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$63,970,437

Expenses

$55,278,789

Net Income

$8,691,648

Net Assets

$15,435,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$62,769,079	98.1%
Program Services	$959,744	1.5%
Investment Income	$156,940	0.2%
Bond Proceeds	$0
Royalties	$80,747	0.1%
Rental Property Income	$0
Net Fundraising	-$59,759
Sales of Assets	$17,500	0.0%
Net Inventory Sales	$0
Other Revenue	$46,186	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$663,633	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$5,137,988	9.3%

Assets/Debt
Total Assets	$28,661,251
Total Liabilities	$13,225,907
Net Assets	$15,435,344

Compensation

Key Employees and Officers	Compensation	Related	Other
Maulik Joshi (President)	$609,492	$0	$119,466
Stephen Martin Jr (Vp Clinical Quality)	$246,507	$0	$37,400
Stephen Hines (Chief Research Officer)	$228,727	$0	$41,993
David Schulke (Vp Research Programs)	$204,472	$0	$40,582
Barbara Edson (Vp Clinical Quality)	$192,572	$0	$24,651
Heather Jorna (Vp Healthcare Innovations)	$185,606	$0	$25,562
Michael G Rock (Chair)	$0	$0	$0
Daniel L Gross (Board Member)	$0	$1,764	$0
David P Tilton (Board Member)	$0	$0	$0
Douglas A Conrad (Board Member)	$0	$0	$0
Joseph R Swedish (Board Member)	$0	$0	$0
Lawerence P Casalino (Board Member)	$0	$0	$0
Lorrie Warner (Board Member)	$0	$0	$0
Mary Blunt (Board Member)	$0	$0	$0
Maryjane Wurth (Board Member)	$0	$0	$0
Michael Chernew (Board Member)	$0	$0	$0
Raymond T Hino (Board Member)	$0	$0	$0
Rhonda Anderson (Board Member)	$0	$0	$0
Richard J Umbdenstock (Board Member)	$0	$1,503,909	$411,220
Tr Reid (Board Member)	$0	$0	$0
R John Evans (Treasurer)	$0	$440,615	$118,090

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990

Filed on Oct. 28, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$51,032,456

Expenses

$48,893,620

Net Income

$2,138,836

Net Assets

$6,430,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$49,117,574	96.2%
Program Services	$1,085,166	2.1%
Investment Income	$64,419	0.1%
Bond Proceeds	$0
Royalties	$34,255	0.1%
Rental Property Income	$0
Net Fundraising	-$57,991
Sales of Assets	$761,453	1.5%
Net Inventory Sales	$0
Other Revenue	$27,580	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$591,904	1.2%
Professional Fundraising Fees	$0
Other Salaries and Wages	$4,128,487	8.4%

Assets/Debt
Total Assets	$28,755,315
Total Liabilities	$22,324,567
Net Assets	$6,430,748

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$13,504,554

Expenses

$14,167,554

Net Income

-$663,000

Net Assets

$4,437,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$12,318,767	91.2%
Program Services	$1,023,097	7.6%
Investment Income	$37,701	0.3%
Bond Proceeds	$0
Royalties	$28,377	0.2%
Rental Property Income	$0
Net Fundraising	-$51,685
Sales of Assets	$57,158	0.4%
Net Inventory Sales	$0
Other Revenue	$91,139	0.7%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$514,345	3.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$2,710,119	19.1%

Assets/Debt
Total Assets	$7,179,517
Total Liabilities	$2,741,577
Net Assets	$4,437,940

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated June 30, 2025

Health Research And Educational Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.2M (2023)

Expenses $12.2M (2023)

Total Assets $16M (2023)

Total Liabilities $1.51M (2023)

Tax Filings and Audits by Year

Fiscal Year Ending Dec. 2024

No Extracted Financial Data

Document Links

Audit

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Audit

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

990-T

Audit

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

Revenue

$10.2M (2023)

Expenses

$12.2M (2023)

Total Assets

$16M (2023)

Total Liabilities

$1.51M (2023)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001