Hospital Industry Data Institute EIN 43-1371659

Hospital Industry Data Institute

EIN  43-1371659 Public charity (501(c)(3)) Jefferson Cty, MO Founded 1985
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 8/12/26 · see original filing: IRS
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Size
$10–100M
What they do
Gathers hospital data and provides analysis to improve healthcare operations and efficiency in multiple states.
Leadership
Theresa Roark · SR. VP (thru 8/01/24) · $352K
Money in and out
$10.6M revenue, $9.8M expenses
Bottom line
77% program efficiency

Gathers hospital data and provides analysis to improve healthcare operations and efficiency in multiple states. For fiscal year 2024 it reported $10.6M in revenue, $9.8M in expenses, and $13.2M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$10.6M
Pt VIII · Ln 12
Total expenses
$9.8M
Pt IX · Ln 25
Net assets
$13.2M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $759K
Where spending went · Part IX cols B–D
Program services $0.77 Management & general $0.23
Program efficiency
77%
of spending reaches programs▲ +2% vs prior filing year
Operating runway
16.5mo
months of highly liquid reserves at operating expense rate▲ +1% vs prior filing year
Surplus margin
+7%
revenue over expenses, this year▲ +383% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$10.6M
FY2024▲ +14%
Expenses
$9.8M
FY2024▲ +8%
Total assets
$15.1M
FY2024▲ +8%
Total liabilities
$1.9M
FY2024▼ -3%
Total revenue
$10.6M
Pt VIII · Ln 12
Total expenses
$9.8M
Pt IX · Ln 25
Net assets
$13.2M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$759K
Total assetsPt X · Ln 16$15.1M
Program-expense ratioPt IX · col B77%
Voting members of governing bodyPt I · Ln 329
Independent voting membersPt I · Ln 428
Mission & Programs · Part III

Where the work happens

1 program service account for $7.6M of program spending, described in the organization's own filed words · FY2024.
01

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.

$7.6Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CHospital Industry Data Institute
EINHdr · item D43-1371659
Principal addressHdr · item CJefferson Cty, MO
WebsiteHdr · item Jwww.hidianalyticadvantage.com
Year of formationHdr · item L1985
State of legal domicileHdr · item MMO
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFAug 1985

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a29
Independent voting membersPt VI · Ln 1b28
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
SR. VP (thru 8/01/24)
$351,723Pt VII · Sec A
SR. VP (as of 8/01/24)
$314,533Pt VII · Sec A
Vice President
$222,726Pt VII · Sec A
Vice President
$194,470Pt VII · Sec A
Vice President
$188,804Pt VII · Sec A
Vice President
$156,949Pt VII · Sec A
Vice President
$151,450Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Theresa J Roark$772,347$381,888$353,645$339,725
Theresa Roark$351,723
Brandon Hutchison$314,533$241,415
Brian Waterman$222,726$209,195$209,205$197,120$191,517
Jamey Motter$194,470$196,037$176,145$185,279$159,924
Mat Reidhead$188,804
Matthew Reidhead$181,250$174,105$173,384$169,602
Timothy Bock$156,949$149,598$145,325$146,864

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Program service revenue$10.1M · 95%
Investment income$507K · 5%
Program service revenue95%$10.1M
Investment income5%$507K
Other revenue$200
Total revenueLn 12$10.6M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.77 Management & general $0.23
Program services77%$7.6M
Management & general23%$2.2M
Total functional expensesLn 25$9.8M

Balance Sheet

Part X · end of year
CashLn 1$936K
Total assetsLn 16$15.1M
Total liabilitiesLn 26$1.9M
Total net assetsLn 32$13.2M
Months of cash on handcomputed1.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $13.5M · Operating expenses/yr $9.8M
16.5 months
Where the money goes
Program services
Program services $7.6M · Total expenses $9.8M
77%
Management & General
Management & general $2.2M · Total expenses $9.8M
23%
Fundraising
Fundraising $0 · Total expenses $9.8M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $0 · Total revenue $10.6M
0%
Government reliance
Government grants — · Total revenue $10.6M
Earned-income share
Program service revenue $10.1M · Total revenue $10.6M
95%
Investment reliance
Investment income $507K · Total revenue $10.6M
+5%
Program self-sufficiency
Program service revenue $10.1M · Total expenses $9.8M
103%
Growth & trend
Revenue growth (YoY)
This year $10.6M · Prior year $9.2M
+14%
Revenue CAGR
FY2020 $9.4M · FY2024 $10.6M
+3%
Net-asset trend (YoY)
End of year $13.2M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $10.6M · Expenses $9.8M
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $15.1M
Net-asset ratio
Net assets $13.2M · Total assets $15.1M
87%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $12.5M · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $15.1M
83%
People & payroll
Highest Reported Total Compensation
Individual Theresa Roark · Reported title Sr. VP (thru 8/01/24) · Highest reported compensation $352K · Total expenses $9.8M
4%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $5.5M · Total expenses $9.8M
56%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 77%
Overhead ratio 23%
Revenue growth 14%
Investment management fee ratio 0%
Legal fee ratio 0%
Accounting fee ratio 0%
Fundraising fee ratio 0%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · this organization's grantmaking
Grants paid · 82 grants · $948K · 2021–2021
St Luke's Hospital (stl Chesterfield)FY2021$54,800
Golden Valley Memorial HospitalFY2021$32,800
Truman Medical Ctr Hospital HillFY2021$32,800
Truman Medical Ctr LakewoodFY2021$32,000
Ssm Cardinal GlennonFY2021$10,800
Ray County Memorial HospitalMO · FY2021$10,800
Cass Regional Medical CenterFY2021$10,800
Hermann Area District HospitalFY2021$10,800
Sullivan County MemorialFY2021$10,800
Community Hospital - FairfaxFY2021$10,800
Ellett Memorial HospitalFY2021$10,800
Cox SouthFY2021$10,800
South City Hospital (st Alexius)FY2021$10,800
Citizens Memorial HospitalFY2021$10,800
Saint Francis Medical CenterFY2021$10,800
Saint Luke's Hosp of Kansas CityFY2021$10,800
See all 82 grants →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$10.6M revenue · viewing · ⤓ 990 PDF
FY2023$9.2M revenue · ⤓ 990 PDF
FY2022$8.6M revenue · ⤓ 990 PDF
FY2021$12.9M revenue · ⤓ 990 PDF
FY2020$9.4M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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