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Nonprofit · EIN 38-3017223

INSTITUTE FOR HEALTHCARE IMPROVEMENT

Tax-exempt · BOSTON, MA 02109

Financials

$52.4M$68.7M2022$74.4M$72.9M2023$57.3M$58.9M2024
Revenue Expenses · by fiscal year end
Financials of INSTITUTE FOR HEALTHCARE IMPROVEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$57,342,452$58,865,940-$1,523,488$161,692,830$28,470,775$133,222,055
April 30, 2024990$74,440,870$72,853,642$1,587,228$168,132,805$39,881,704$128,251,101
April 30, 2023990$52,355,673$68,658,962-$16,303,289$154,882,961$35,966,665$118,916,296
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$12,726,501
of which government grants
$1,604,536
Program service revenue
$37,521,046
Investment income
$5,650,801
Net rental income
$1,444,104
Net gain from sales of assets
$1,143,926
Other revenue
$1,444,104

Expenses

Grants and similar amounts paid
$491,941
Compensation of officers, directors and key employees
$6,772,522
Other salaries and wages
$24,406,620
Salaries, compensation and benefits (total)
$33,675,476
Professional fundraising fees
$0
Legal fees
$324,465
Accounting fees
$179,277
Occupancy
$1,993,490
Travel
$2,213,934
Depreciation
$725,382
Program services (functional)
$46,444,527
Management and general (functional)
$12,421,413

Balance sheet and other

Total assets, start of year
$168,132,805
Total assets, end of year
$161,692,830
Total liabilities, end of year
$28,470,775
Net assets, end of year
$133,222,055
Land, buildings and equipment
$3,224,896
Publicly traded securities
$106,689,625
Net assets without donor restrictions
$130,335,836
Net assets with donor restrictions
$2,886,219
Gross receipts
$63,053,953
Employees
198
Volunteers
22
Year formed
1992
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KEDAR MATECEO (ENDED 1/25)
Trustee or director, Officer
40$899,833$40,094
PIERRE BARKERCHIEF SCIENTIFIC OFFICER
Officer
40$490,720$36,482
AMY HOSFORD-SWANCHIEF FIN/ADMIN OFFICER
Officer
40$475,918$39,090
NANA TWUM-DANSOSENIOR VICE PRESIDENT
Officer
40$382,717$65,139
MELISSA PANAGIDES-BUSCHINTERIM CEO & COO (BEG 12/24)
Officer
40$415,992$31,327
ROBERT LLOYDVICE PRESIDENT, IMPR SCI & METHODS
Highest-paid employee
40$323,278$39,752
CAMILLE BURNETTVICE PRESIDENT, HEALTH EQUITY
Key employee
40$303,855$39,020
PATRICIA MCGAFFIGANVICE PRESIDENT, DELIVERY
Highest-paid employee
40$307,712$28,186
SODZI SODZI-TETTEYVICE PRESIDENT, DELIVERY
Key employee
40$294,923$21,637
PEDRO DELGADOVICE PRESIDENT, DELIVERY
Key employee
40$291,327$21,314
CATHLEEN DUFFYVICE PRESIDENT, FINANCE
Key employee
40$289,091$22,551
JENNIFER LENOCI-EDWARDSVICE PRESIDENT, DELIVERY
Key employee
40$292,925$12,666
VALERIE SPALDINGVICE PRESIDENT, BUS DEVELOP
Key employee
40$261,958$36,227
NEEL VORAVICE PRESIDENT, INFO TECH
Key employee
40$261,314$32,010
JEFFREY SALVON-HARMANVICE PRESIDENT, SAFETY
Key employee
40$271,923$19,229
23 more people on this return
NameTitleHours / weekCompensationOther / benefits
JILL DUNCANVICE PRESIDENT, DELIVERY
Key employee
40$250,663$37,994
JENNIFER WALKERVICE PRESIDENT, HUM RESOURCES
Key employee
40$249,755$37,976
DAVID COLETTAEXECUTIVE DIRECTOR, ALLIA MGT
Highest-paid employee
40$226,905$30,040
JAFET ARRIETAVICE PRESIDENT, DELI & MEL-D
Key employee
40$238,262$16,034
ALICE BONNERSENIOR DIRECTOR
Highest-paid employee
40$225,805$14,257
JOSHUA CLARKVICE PRESDIENT, QUALI & SAFETY OPER SYSTEMS
Highest-paid employee
40$206,777$24,213
DONALD BERWICKFORMER CEO, DIRECTOR
Trustee or director
19$229,167$0
CLAIRE CARNESVICE PRESIDENT, MARKETING
Key employee
40$153,732$35,964
LESLIE NICHOLVICE PRESIDENT, DELIVERY (ENDED 7/24)
Key employee
40$154,239$19,454
ANN SCOTT BLOUIN RN PHD FACHEDIRECTOR
Trustee or director
1$0$0
BETH DALEY ULLEM MBADIRECTOR
Trustee or director
1$0$0
BEVERLY LOUISE MALONE PHD RNDIRECTOR
Trustee or director
1$0$0
ENRIQUE RUELAS MD MPA MHSCDIRECTOR (END 4/2024)
Trustee or director
4$0$0
FOLA LAOYE BSC MBA ACADIRECTOR
Trustee or director
1$0$0
GERALD B HICKSON MDDIRECTOR
Trustee or director
1$0$0
KARA WALKER MD MPH MSHSDIRECTOR
Trustee or director
1$0$0
MARY BETH NAVARRA-SIRIO MBA RNDIRECTOR
Trustee or director
1$0$0
REBEKAH E GEE MD MPHDIRECTOR
Trustee or director
1$0$0
SAM R WATSON MSA CPPSDIRECTOR
Trustee or director
1$0$0
SIDNEY KLAJNER MDDIRECTOR
Trustee or director
1$0$0
SUSAN PATRICIA EHRLICH MD MPPDIRECTOR (STARTED 5/1/24)
Trustee or director
1$0$0
SYLVIA DENISE TRENT-ADAMSDIRECTOR
Trustee or director
1$0$0
TORITSESAN TOSAN BOYO MPHDIRECTOR
Trustee or director
1$0$0
990 for the year ended April 30, 2024: 41 people
NameTitleHours / weekCompensationOther / benefits
KEDAR MATECEO
Trustee or director, Officer
40$714,538$42,792
PIERRE BARKERCHIEF SCIENTIFIC OFFICER
Officer
40$428,790$44,584
AMY HOSFORD-SWANCHIEF FIN/ADMIN OFFICER
Officer
40$415,857$34,137
NANA TWUM-DANSOSENIOR VICE PRESIDENT
Officer
40$334,951$17,808
ROBERT LLOYDVICE PRESIDENT
Highest-paid employee
40$293,400$33,519
CAMILLE BURNETTVICE PRESIDENT, HEALTH EQUITY
Key employee
40$287,968$25,865
PATRICIA MCGAFFIGANVICE PRESIDENT, DELIVERY
Highest-paid employee
40$271,100$27,520
SODZI SODZI-TETTEYVICE PRESIDENT, DELIVERY
Key employee
40$263,080$13,994
PEDRO DELGADOVICE PRESIDENT, DELIVERY
Key employee
40$251,429$24,326
DONALD BERWICKFORMER CEO, DIRECTOR
Trustee or director
19$275,000$0
JENNIFER LENOCI-EDWARDSVICE PRESIDENT, DELIVERY
Key employee
40$268,660$5,637
VALERIE SPALDINGVICE PRESIDENT, BUSINESS DEVELOPMENT
Key employee
40$243,743$30,026
CATHLEEN DUFFYVICE PRESIDENT, FINANCE
Key employee
40$255,430$16,612
NEEL VORAVICE PRESIDENT, INFORMATION
Key employee
40$225,542$28,102
KAREN BALDOZAVICE PRESIDENT, IMPROVEMENT
Key employee
40$214,444$34,567
JILL DUNCANVICE PRESIDENT, DELIVERY
Key employee
40$215,306$33,296
JENNIFER WALKERVICE PRESIDENT, HUMAN RESOURCES
Key employee
40$216,725$31,248
DAVID COLETTAEXECUTIVE DIRECTOR, ALLIANCE
Highest-paid employee
40$214,940$28,606
NINON LEWISVICE PRESIDENT, DELIVERY
Key employee
40$218,528$15,122
JEFFREY SALVON-HARMANVICE PRESIDENT, SAFETY
Key employee
40$217,973$15,183
ALICE BONNERSENIOR DIRECTOR
Highest-paid employee
40$212,574$15,289
JOHN PARISHSR. DIR. OF BUSINESS APPLICATIONS
Highest-paid employee
40$190,005$33,308
LESLIE NICHOLVICE PRESIDENT, DELIVERY
Key employee
40$186,277$28,438
JAFET ARIETAVICE PRESIDENT, DELIVERY & MEL-D- (AS OF 1/2023)
Key employee
40$170,812$4,424
MELISSA PANAGIDES-BUSCHCHIEF OPERATING OFFICER
Officer
40$118,842$5,245
CYNTHIA BARGINERECHIEF OPERATING OFFICER (THRU 2/23)
Officer
40$48,909$3,468
SIDNEY KLAJNER MDDIRECTOR
Trustee or director
1$0$0
FOLA LAOYE BSC MBA ACADIRECTOR
Trustee or director
1$0$0
BETH DALEY ULLEM MBADIRECTOR
Trustee or director
1$0$0
SAM R WATSON MSA CPPSDIRECTOR
Trustee or director
1$0$0
KARA WALKER MD MPH MSHSDIRECTOR
Trustee or director
1$0$0
SYLVIA DENISE TRENT-ADAMSDIRECTOR
Trustee or director
1$0$0
ENRIQUE RUELAS MD MPA MHSCDIRECTOR
Trustee or director
4$0$0
MARY BETH NAVARRA-SIRIO MBA RNDIRECTOR
Trustee or director
1$0$0
BEVERLY LOUISE MALONE PHD RNDIRECTOR
Trustee or director
1$0$0
GERALD B HICKSON MDDIRECTOR
Trustee or director
1$0$0
REBEKAH E GEE MD MPHDIRECTOR
Trustee or director
1$0$0
MICHAEL J DOWLINGBOARD CHAIR (THRU 4/2024)
Trustee or director
1$0$0
YVONNE V COGHILL CBEDIRECTOR (THRU 9/2023)
Trustee or director
1$0$0
TORITSESAN TOSAN BOYO MPHDIRECTOR
Trustee or director
1$0$0
ANN SCOTT BLOUIN RN PHD FACHEDIRECTOR
Trustee or director
1$0$0
990 for the year ended April 30, 2023: 36 people
NameTitleHours / weekCompensationOther / benefits
KEDAR MATECEO
Trustee or director, Officer
40$853,389$32,216
CYNTHIA BARGINERECHIEF OPERATING OFFICER
Officer
40$453,781$64,236
PIERRE BARKERCHIEF SCIENTIFIC OFFICER
Officer
40$472,217$28,858
AMY HOSFORD-SWANCHIEF FIN/ADMIN OFFICER
Officer
40$454,947$31,046
NANA TWUM-DANSOSENIOR VICE PRESIDENT
Officer
40$362,182$55,457
PATRICIA MCGAFFIGANVICE PRESIDENT, DELIVERY
Highest-paid employee
40$344,069$26,269
ROBERT LLOYDVICE PRESIDENT
Highest-paid employee
40$321,740$31,956
PEDRO DELGADOVICE PRESIDENT, DELIVERY
Key employee
40$287,706$28,494
SODZI SODZI-TETTEYVICE PRESIDENT, DELIVERY
Key employee
40$314,352$0
CATHLEEN DUFFYVICE PRESDIENT, FINANCE
Key employee
40$277,761$15,708
JENNIFER LENOCI-EDWARDSVICE PRESIDENT, DELIVERY
Key employee
40$274,924$5,262
VALERIE SPALDINGVICE PRESIDENT, BUSINESS DEVELOPMENT
Key employee
40$250,151$28,644
DONALD BERWICKFORMER CEO, DIRECTOR
Trustee or director
19$275,000$0
NEEL VORAVICE PRESIDENT, INFORMATION
Key employee
40$247,485$26,772
JILL DUNCANVICE PRESIDENT, DELIVERY
Key employee
40$237,990$32,108
JENNIFER WALKERVICE PRESIDENT, HUMAN RESOURCES
Key employee
40$234,306$30,306
LESLIE NICHOLVICE PRESIDENT, DELIVERY
Key employee
40$234,788$27,658
KAREN BALDOZAVICE PRESIDENT, IMPROVEMENT
Key employee
40$230,138$31,960
DAVID COLETTAEXECUTIVE DIRECTOR, ALLIANCE
Highest-paid employee
40$232,132$27,779
NINON LEWISVICE PRESIDENT, DELIVERY
Key employee
40$238,232$14,353
ALICE BONNERSENIOR DIRECTOR
Highest-paid employee
40$230,180$19,087
PAULO BOREMSENIOR DIRECTOR
Highest-paid employee
40$198,341$32,400
DEREK FEELEYFORMER CEO
Former
12$113,300$0
ANN SCOTT BLOUIN RN PHD FACHEDIRECTOR
Trustee or director
1$0$0
TORITSESAN TOSAN BOYO MPHDIRECTOR
Trustee or director
1$0$0
YVONNE V COGHILL CBEDIRECTOR
Trustee or director
1$0$0
MICHAEL J DOWLINGBOARD CHAIR
Trustee or director
1$0$0
REBEKAH E GEE MD MPHDIRECTOR
Trustee or director
1$0$0
GERALD B HICKSON MDDIRECTOR
Trustee or director
1$0$0
BEVERLY LOUISE MALONE PHD RNDIRECTOR
Trustee or director
1$0$0
MARY BETH NAVARRA-SIRIO MBA RNDIRECTOR
Trustee or director
1$0$0
ENRIQUE RUELAS MD MPA MHSCDIRECTOR
Trustee or director
4$0$0
SYLVIA DENISE TRENT-ADAMSDIRECTOR
Trustee or director
1$0$0
KARA WALKER MD MPH MSHSDIRECTOR
Trustee or director
1$0$0
SAM R WATSON MSA CPPSDIRECTOR
Trustee or director
1$0$0
BETH DALEY ULLEM MBADIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
53 STATE STREET 18TH FLOOR, BOSTON, MA 02109-2820
In care of
% AMY HOSFORD-SWAN
Principal officer (990 for 2024)
KEDAR MATE, 53 STATE STREET 19TH FL, BOSTON, MA 02109
Signed the 990
AMY HOSFORD-SWAN, CHIEF FIN & ADMIN OFFICER
Phone
(617) 301-4800
Return prepared by
KPMG LLP

Mission

PLEASE REFER TO IHI'S MISSION STATEMENT AS OUTLINED ON SCHEDULE O.

990 for the year ended April 30, 2025

Program accomplishments

  • PROGRAM SERVICE ACCOMPLISHMENTS:IHI MAINTAINS A VARIETY OF CLOSELY ALIGNED, STRATEGIC RELATIONSHIPS WITH ORGANIZATIONS IN REGIONS AROUND THE WORLD, INCLUDING THE U.S., THE UNITED KINGDOM, SWEDEN, DENMARK, QATAR, AUSTRALIA, BRAZIL, AND ETHIOPIA. CONTRACTED SERVICES ARE FOCUSED ON ACHIEVING STRATEGIC OBJECTIVES, SYSTEM-LEVEL IMPROVEMENT, AND CAPABILITY BUILDING.
    Expenses $13,978,041 · revenue $22,783,525
  • PROFESSIONAL DEVELOPMENT PROGRAMSPROFESSIONAL DEVELOPMENT PROGRAMS, CONFERENCES, AND OTHER EDUCATIONAL OFFERINGS SUPPORT INDIVIDUALS AND ORGANIZATIONS TO DEVELOP INTERNAL CAPACITY AND INFRASTRUCTURE FOR QUALITY IMPROVEMENT, PATIENT SAFETY, LEADERSHIP, JOY IN WORK AND WELL-BEING, AND HEALTH EQUITY. IHI'S PROGRAMS OFFER HEALTHCARE AND OTHER PROFESSIONALS MANY OPPORTUNITIES TO LEARN THE LATEST IMPROVEMENT IDEAS, CONNECT WITH LIKE-MINDED COLLEAGUES, AND GENERATE MOMENTUM FOR CHANGE IN THEIR ORGANIZATIONS.IHI PATIENT SAFETY CONGRESSTHIS ANNUAL CONFERENCE BRINGS TOGETHER PEOPLE WHO ARE PASSIONATE ABOUT ENSURING THAT SAFE CARE IS EQUITABLY PROVIDED FOR ALL. THE CONGRESS IS DESIGNED FOR COMMITTED HEALTHCARE PROFESSIONALS WHO CONTINUE TO SHAPE SMARTER, SAFER CARE FOR PATIENTS WHEREVER IT'S PROVIDED FROM THE HOSPITAL TO OUTPATIENT SETTINGS TO THE HOME.INTERNATIONAL FORUMS ON QUALITY AND SAFETY IN HEALTHCARE IHI PARTNERS WITH ORGANIZATIONS IN DIFFERENT REGIONS OF THE WORLD TO BRING LARGE CONFERENCES TO HEALTHCARE LEADERS, CLINICIANS, AND IMPROVERS. IHI, SOMETIMES IN PARTNERSHIP WITH LOCAL ORGANIZATIONS, CURRENTLY HOLDS FORUMS IN EUROPE, THE MIDDLE EAST, ASIA, AUSTRALIA, AND LATIN AMERICA. PARTICIPANTS OF INTERNATIONAL FORUMS TAKE PART IN A MULTITUDE OF SESSIONS THAT RANGE FROM THE BASIC DISCIPLINES OF QUALITY IMPROVEMENT TO THE LATEST THINKING ON HOW TO IMPROVE QUALITY AND SAFETY.IHI LEADERSHIP ALLIANCE AND HEALTH IMPROVEMENT ALLIANCE EUROPE AN EXCLUSIVE LEADERSHIP INITIATIVE FOR AMBITIOUS HEALTHCARE LEADERS AND THEIR TEAMS, THE US-BASED, EUROPE-BASED, AND AUSTRALIA-BASED ALLICANCES AIMS TO DELIVER GREAT HEALTHCARE AND HIGH VALUE TODAY AND INNOVATE FOR THE EMERGING HEALTH AND HEALTHCARE MODELS OF TOMORROW.
    Expenses $13,424,482 · revenue $10,314,733
  • PROGRAM SERVICE ACCOMPLISHMENTS:IHI RECEIVED AND EXPENDED FUNDS FOR A VARIETY OF PURPOSES IN THE PURSUIT OF ITS MISSION ACROSS THE WORLD. THESE INCLUDED PROGRAMS TO IMPROVE MATERNAL AND NEWBORN HEALTH SERVICES; IMPROVE THE CARE OF OLDER ADULTS; INTEGRATE HEALTH EQUITY OF ACCESS, TREATMENTS, AND OUTCOMES; COMBAT BURNOUT AND INCREASE JOY IN WORK AND WELL-BEING IN THE WORKFORCE; ENHANCE QUALITY IMPROVEMENT SKILLS; AND ENCOURAGE COMMUNICATION ABOUT END-OF-LIFE VALUES AND PREFERENCES. THESE EFFORTS CONTRIBUTE TO IHI'S GROWING KNOWLEDGE OR RESPONSIVE AND RESILIENT SYSTEM DESIGNS THAT CAN DRAMATICALLY IMPROVE PATIENT CARE AND SAFETY.
    Expenses $12,767,865 · grants $491,941
  • NATIONAL FORUM:HELD EACH DECEMBER, THIS MAJOR CONFERENCE ON IMPROVEMENT IN HEALTHCARE DRAWS NEARLY 5,000 PARTICIPANTS FROM AROUND THE WORLD WHO ATTEND HUNDREDS OF WORKSHOPS, SPOTLIGHT AND KEYNOTE SESSIONS, AND SPECIAL INTEREST MEETINGS.INNOVATION:AT THE CENTER OF IHI'S WORK IS THE CREATION AND TESTING OF NEW IDEAS - IDEASNOVEL CONCEPTS FOR IMPROVING PATIENT CARE. IHI WORKS INTENSELY WITH CUTTING-EDGE ORGANIZATIONS TO TEST AND PROTOTYPE UNIQUE MODELS AND NEW SOLUTIONS TO OLD PROBLEMS. THIS IS THE INNOVATION ENGINE THAT FUELS MUCH OF IHI'S CONTENT DEVELOPMENT WORK.
    Expenses $6,274,139 · revenue $4,422,788

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
38-3017223
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1996
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$161,692,830
Income (IRS master file)
$63,053,953

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$57,342,452$58,865,940$161,692,830XML
990-TApril 2025–––IRS
990April 2024$74,440,870$72,853,642$168,132,805XML
990-TApril 2024–––IRS
990April 2023$52,355,673$68,658,962$154,882,961XML
990April 2022$107,185,791$52,650,183$160,308,217IRS
990-TApril 2022–––IRS
990April 2021–––IRS
990-TApril 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-3017223).

Questions about INSTITUTE FOR HEALTHCARE IMPROVEMENT

What is the EIN of INSTITUTE FOR HEALTHCARE IMPROVEMENT?
The employer identification number (EIN) of INSTITUTE FOR HEALTHCARE IMPROVEMENT is 38-3017223.
Is INSTITUTE FOR HEALTHCARE IMPROVEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to INSTITUTE FOR HEALTHCARE IMPROVEMENT tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INSTITUTE FOR HEALTHCARE IMPROVEMENT file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INSTITUTE FOR HEALTHCARE IMPROVEMENT due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INSTITUTE FOR HEALTHCARE IMPROVEMENT last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of INSTITUTE FOR HEALTHCARE IMPROVEMENT?
The 990 for the year ended April 30, 2025 names KEDAR MATE.
Who are the officers and directors of INSTITUTE FOR HEALTHCARE IMPROVEMENT?
The 990 for the year ended April 30, 2025 lists 38 people; 24 received compensation from the organization, the highest $899,833 (KEDAR MATE, CEO (ENDED 1/25)).
How much revenue does INSTITUTE FOR HEALTHCARE IMPROVEMENT have?
On its 990 for the year ended April 30, 2025 it reported revenue of $57,342,452, expenses of $58,865,940 and total assets of $161,692,830 at year end.

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