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Nonprofit · EIN 38-3917409

HEALTH CARE COST INSTITUTE INC

Tax-exempt (reinstated) · WASHINGTON, DC 20005

Financials

$4.1M$4.8M2023$3.6M$4.4M2024$3.9M$4.9M2025
Revenue Expenses · by fiscal year end
Financials of HEALTH CARE COST INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,854,081$4,914,230-$1,060,149$6,075,453$2,623,543$3,451,910
December 31, 2024990-PF$3,645,494$4,447,376-$801,882$5,940,140$1,501,218$4,438,922
December 31, 2023990-PF$4,088,134$4,796,574-$708,440$6,839,951$1,661,514$5,178,437
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,058,587
Interest
$132,109
Other income
$2,663,385

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$460,680
Salaries, compensation and benefits (total)
$1,621,562
Disbursements for charitable purposes
$1,896,203
Excise tax on investment income
$1,836

Balance sheet and other

Total assets, start of year
$5,940,140
Total assets, end of year
$6,075,453
Total liabilities, end of year
$2,623,543
Net assets, end of year
$3,451,910
Fair market value of assets
$6,075,453
Qualifying distributions
$1,896,203
Net investment income
$132,109

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-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KATIE MARTIN
1100 G STREET NW 600, WASHINGTON, DC 20005
CEO/PRESIDENT40$409,804$50,876
JOHN HARGRAVES
1100 G STREET NW 600, WASHINGTON, DC 20005
DIR.OF DATA STRATEGY
Highest-paid employee
40$204,604$28,381
JESSICA CHANG
1100 G STREET NW 600, WASHINGTON, DC 20005
SENIOR RESEARCHER
Highest-paid employee
40$174,166$24,463
CHELSEA SMITH
1100 G STREET NW 600, WASHINGTON, DC 20005
SNR. OPEATIONS MGR
Highest-paid employee
40$164,931$27,207
KELSEY BURKE
1100 G STREET NW 600, WASHINGTON, DC 20005
SNR. RESEARCHER
Highest-paid employee
40$155,433$22,683
DANIEL KUROWSKI
1100 G STREET NW 600, WASHINGTON, DC 20005
SNR. ADVISOR
Highest-paid employee
40$154,846$20,900
CARMELLA BOCCHINO
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CARA JAMES PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARA MCDERMOTT
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
ROY GOLDMAN PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD TREASURER1$0$0
LESLEY CURTIS PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
KATHE FOX PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD CHAIR1$0$0
KOSALI SIMON PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARY HENDERSON
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
SARA TEPPEMA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
1 more people on this return
NameTitleHours / weekCompensation
CHRISTOPHER WHALEY
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 21 people
NameTitleHours / weekCompensationOther / benefits
KATIE MARTIN
1100 G STREET NW 600, WASHINGTON, DC 20005
CEO/PRESIDENT40$400,000$35,856
JOHN HARGRAVES
1100 G STREET NW 600, WASHINGTON, DC 20005
DIR.OF DATA STRATEGY
Highest-paid employee
40$196,066$26,982
JESSICA CHANG
1100 G STREET NW 600, WASHINGTON, DC 20005
SENIOR RESEARCHER
Highest-paid employee
40$162,099$22,433
CHELSEA SMITH
1100 G STREET NW 600, WASHINGTON, DC 20005
SNR. OPERATIONS MGR
Highest-paid employee
40$158,790$25,379
KELSEY BURKE
1100 G STREET NW 600, WASHINGTON, DC 20005
SNR. RESEARCHER
Highest-paid employee
40$143,183$20,956
TANYA NATWICK
1100 G STREET NW 600, WASHINGTON, DC 20005
ASSOC.DIR.OF DATE ST
Highest-paid employee
40$134,601$13,915
MIKE CHERNEW PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
ANEESH CHOPRA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARSHALL VOTTA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CARMELLA BOCCHINO
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CARA JAMES PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARA MCDERMOTT
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
ROY GOLDMAN PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD TREASURER1$0$0
LESLEY CURTIS PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
RONKE EKWENSI
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
KATHE FOX PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD CHAIR1$0$0
KYU RHEE
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
KOSALI SIMON PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARY HENDERSON
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR0$0$0
SARA TEPPEMA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CHRISTOPHER WHALEY
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
990-PF for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensationOther / benefits
KATIE MARTIN
1100 G STREET NW 600, WASHINGTON, DC 20005
CEO/PRESIDENT40$400,000$34,348
DANIEL KUROWSKI
1100 G STREET NW 600, WASHINGTON, DC 20005
DIR.OF GOV.DATA
Highest-paid employee
40$190,649$27,838
JOHN HARGRAVES
1100 G STREET NW 600, WASHINGTON, DC 20005
DIR.OF DATA STRATEGY
Highest-paid employee
40$185,787$26,696
ADITI SEN
1100 G STREET NW 600, WASHINGTON, DC 20005
DIR.OF RESEARCH
Highest-paid employee
40$156,016$16,743
JESSICA CHANG
1100 G STREET NW 600, WASHINGTON, DC 20005
SENIOR RESEARCHER
Highest-paid employee
40$147,644$20,300
ZEHRA VALENCIA LOPEZ
1100 G STREET NW 600, WASHINGTON, DC 20005
SENIOR RESEARCHER
Highest-paid employee
40$107,388$24,503
MIKE CHERNEW PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
ANEESH CHOPRA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARSHALL VOTTA
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CARMELLA BOCCHINO
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
CARA JAMES PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARA MCDERMOTT
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
ROY GOLDMAN PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD TREASURER1$0$0
LESLEY CURTIS PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
RONKE EKWENSI
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
KATHE FOX PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
BOARD CHAIR1$0$0
KYU RHEE
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
KOSALI SIMON PHD
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0
MARY HENDERSON
1100 G STREET NW 600, WASHINGTON, DC 20005
DIRECTOR1$0$0

Address and contacts

Address (IRS master file)
1100 G ST NW STE 600, WASHINGTON, DC 20005-7416
In care of
% THE ORGANIZATION
Signed the 990-PF
KATIE MARTIN, PRESIDENT/ CEO
Phone
(202) 803-5200
Return prepared by
SARFINO AND RHOADES LLP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3917409
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Health care (E21)
Assets (IRS master file)
$6,075,453
Income (IRS master file)
$3,854,081

Revocation and reinstatement

Exemption revoked
May 15, 2016
Posted by the IRS
August 8, 2016
Reinstated
Effective January 15, 2018

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,854,081$4,914,230$6,075,453XML
990-PFDecember 2024$3,645,494$4,447,376$5,940,140XML
990-PFDecember 2023$4,088,134$4,796,574$6,839,951XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990December 2017–––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 38-3917409).

Questions about HEALTH CARE COST INSTITUTE INC

What is the EIN of HEALTH CARE COST INSTITUTE INC?
The employer identification number (EIN) of HEALTH CARE COST INSTITUTE INC is 38-3917409.
Is HEALTH CARE COST INSTITUTE INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2016 and reinstated it effective January 15, 2018.
Are donations to HEALTH CARE COST INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does HEALTH CARE COST INSTITUTE INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HEALTH CARE COST INSTITUTE INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEALTH CARE COST INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HEALTH CARE COST INSTITUTE INC?
The 990-PF for the year ended December 31, 2025 lists 16 people; 6 received compensation from the organization, the highest $409,804 (KATIE MARTIN, CEO/PRESIDENT).
How much revenue does HEALTH CARE COST INSTITUTE INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,854,081, expenses of $4,914,230 and total assets of $6,075,453 at year end.

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