Nonprofit · EIN 22-6064970
HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY
Tax-exempt · PRINCETON, NJ 08540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,405,465 | $2,621,663 | -$216,198 | $6,419,335 | $169,310 | $6,250,025 |
| December 31, 2023 | 990 | $2,362,418 | $1,924,388 | $438,030 | $6,204,317 | $120,140 | $6,084,177 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,838,484
- of which government grants
- $1,062,144
- Program service revenue
- $432,268
- Investment income
- $134,094
- Net gain from sales of assets
- -$11,860
- Other revenue
- $619
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $965,027
- Salaries, compensation and benefits (total)
- $1,138,161
- Professional fundraising fees
- $0
- Occupancy
- $6,120
- Travel
- $75,374
- Program services (functional)
- $2,122,791
- Management and general (functional)
- $498,872
Balance sheet and other
- Total assets, start of year
- $6,204,317
- Total assets, end of year
- $6,419,335
- Total liabilities, end of year
- $169,310
- Net assets, end of year
- $6,250,025
- Publicly traded securities
- $4,585,939
- Net assets without donor restrictions
- $6,250,025
- Gross receipts
- $2,862,505
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1964
- State of legal domicile
- NJ
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Cathleen D Bennett | TRUSTEE - PRESIDENT & CEO Trustee or director, Officer | 55 | $0 | $1,391,050 | $336,083 |
| CHRISTOPHER BAILEY | ASSISTANT TREASURER - TRUSTEE Trustee or director, Officer | 55 | $0 | $456,793 | $104,304 |
| RAYMOND A BRANDES | chief operating officer Officer | 55 | $0 | $413,280 | $59,971 |
| LILIANA MORALES | PROJECT MANAGER - AIM Highest-paid employee | 55 | $165,088 | $0 | $25,996 |
| JENNIFER MARIE BARRETt-SRYFI | DIRECTOR, PROGRAM DEVELOPment Highest-paid employee | 55 | $118,022 | $0 | $12,856 |
| CINDY A SORG | ASSistant SEC. (term 12/24) Officer | 55 | $0 | $90,823 | $17,642 |
| BELINDA B COOPER | CHRO (term 1/24) Officer | 55 | $0 | $36,536 | $1,573 |
| DEBORAH D VISCONI | TREAS & CHAIR FIN COMM-TRUSTEE Trustee or director, Officer | 1 | $0 | $2,200 | $0 |
| WILLIAM S ARNOLD | TURSTEE; EX-OFFICIO Trustee or director | 1 | $0 | $1,900 | $0 |
| FRANK A GHINASSI | CHAIR - TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOSE AZAR | VICE CHAIR - TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT W BRENNER | SECRETARY - TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VINCENT BARBA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARY ELLEN CLYNE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP J DRISCOLL | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH DUFFY | TRUSTEE Trustee or director | 1 | $0 |
| KAREN FREEMAN | TRUSTEE Trustee or director | 1 | $0 |
| KATHLEEN KAMINSKY | TRUSTEE Trustee or director | 1 | $0 |
| DONNA R LAWSON | TRUSTEE Trustee or director | 1 | $0 |
| MICHELE MORRISON | TRUSTEE Trustee or director | 1 | $0 |
| MEIKA TYLESE NEBLETT | TRUSTEE Trustee or director | 1 | $0 |
| MICHELLE O'KEEFE | TRUSTEE Trustee or director | 1 | $0 |
| ALAN R POPE | TRUSTEE Trustee or director | 1 | $0 |
| ALMA S RATCLIFFE | TRUSTEE Trustee or director | 1 | $0 |
| STEPHANIE SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 |
| ALAN SICKLES | TRUSTEE Trustee or director | 1 | $0 |
| DEANNA SPERLING | TRUSTEE Trustee or director | 1 | $0 |
| LYDIA STOCKMAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CATHLEEN BENNETT | PRESIDENT & CEO Trustee or director, Officer | 1 | $0 | $1,360,761 | $55,716 |
| CHRISTOPHER BAILEY | ASSISTANT TREASURER Trustee or director, Officer | 1 | $0 | $386,105 | $52,306 |
| RAYMOND A BRANDES | COO Officer | 1 | $0 | $330,312 | $44,638 |
| BELINDA B COOPER | CHO Officer | 1 | $0 | $239,688 | $34,986 |
| NATALIE JONES | NURSING CONTINUING EDUCATION MANAGER Highest-paid employee | 40 | $118,768 | $0 | $29,106 |
| JENNIFER MARIE BARRET-SRYFI | DIRECTOR, PROGRAM DEVELOP Highest-paid employee | 35 | $119,062 | $0 | $12,211 |
| CINDY A SORG | ASSISTANT SECRETARY Officer | 1 | $0 | $90,922 | $22,429 |
| EDWARD J CONDIT | EX-OFFICIO Trustee or director | 1 | $0 | $2,200 | $0 |
| MARY ELLEN CLYNE | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN KAMINSKY | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| ALMA S RATCLIFFE | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| KAREN FREEMAN | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH DUFFY | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| DONNA R LAWSON | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| VINCENT BARBA | TRUSTEE CLASS OF 2024 Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE SCHWARTZ | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| MARK STRAUDER | TREASURER & CHAIRMAN OF FINANCE COMMITTEE Trustee or director | 1 | $0 | $0 | $0 |
| MEIKA NEBLETT | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE O'KEEFE | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| DEANNA SPERLING | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| JOSE AZAR | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| FRANK A GHINASSI | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| ALAN SICKLES | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| LYDIA STOCKMAN | TRUSTEE CLASS OF 2023 Trustee or director | 1 | $0 | $0 | $0 |
| DEBORAH D VISCONI | SECRETARY Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 760 ALEXANDER RD, PRINCETON, NJ 08540-6305
- In care of
- % CHRISTOPHER BAILEY
- Principal officer (990 for 2024)
- CHRISTOPHER BAILEY, 760 ALEXANDER ROAD po box 1, PRINCETON, NJ 08543
- Signed the 990
- CHRISTOPHER BAILEY, CFO
- Phone
- (609) 275-4000
- Website
- WWW.NJHA.COM/HRET/INDEX.ASP
- Return prepared by
- WithumSmithBrown PC
Mission
THE health research and educational trust of new jersey was established in 1964 by the new jersey hospital association. THE health research and educational trust of new jersey'S MISSION IS TO ENGAGE IN RESEARCH AND EDUCATIONAL ACTIVITIES THAT SUPPORT HEALTHCARE PROVIDERS IN DELIVERING ACCESSIBLE, AFFORDABLE, AND QUALITY CARE AND IN FOSTERING WELLNESS IN THEIR COMMUNITIES.
Program accomplishments
- RESEARCH, QUALITY & STAFFING: HRET RESEARCH AND QUALITY PROVIDE LEADERSHIP IN HEALTHCARE QUALITY AND SAFETY. HRET AT A STATE LEVEL HAS COMMITTED TO EDUCATION AND RESEARCH EFFORTS TO IMPROVE THE CARE OF PATIENTS AND FOCUSING ON MATERNAL AND CHILD HEALTH, QUALITY IMPROVEMENT AND PATIENT SAFETY, HEALTHCARE RESOURCES, MENTAL HEALTH & SUBSTANCE ABUSE, INCLUDING THE GARDEN STATE PATIENT SAFETY CENTER.Expenses $1,750,892 · revenue $203,535
- EDUCATION: HRET EDUCATION PROVIDES CONTINUING EDUCATION PROGRAMS FOR TRUSTEES, CEO'S, MANAGERS, ETC., WORKING IN THE NEW JERSEY HEALTHCARE ORGANIZATIONS AND COMMUNITIES. EDUCATION DESIGNS, PROVIDES WORKSHOPS, CONFERENCES, SEMINARS AND WEBINARS, AND OFFERS CONTINUING EDUCATION CREDITS TO A VARIETY OF DISCIPLINES. THESE CONTINUING EDUCATION PROGRAMS ADDRESS A BROAD SPECTRUM OF HEALTHCARE TOPICS. THESE INCLUDE, BUT ARE NOT LIMITED TO IMPROVING TRANSITIONS OF CARE ACROSS THE CONTINUUM, QUALITY IMPROVEMENT THROUGH COMMUNITY ORGANIZING: EQUIPPING LEADERS FOR A NEW HEALTH SYSTEM, PERINATAL MORBIDITY AND MORTALITY, AND SUICIDE & STIGMA: TAKING THE CONVERSATION OUT OF THE SHADOWS.Expenses $356,899 · revenue $118,164
- DATA REPORTER: HRET DATA REPORTER HELPS NEW JERSEY HOSPITALS TO ENHANCE THEIR QUALITY OF CARE AND PATIENT SAFETY, AND IMPROVE THE ACCURACY AND RELIABILITY OF PATIENT DATA INFORMATION COLLECTED AT REGISTRATION. COLLECTS HOSPITAL UNIFORM DATA FOR ANALYSIS BY THE HEALTHCARE INDUSTRY.Expenses $15,000 · revenue $110,569
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-6064970
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E00B)
- Assets (IRS master file)
- $6,419,335
- Income (IRS master file)
- $2,862,505
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,405,465 | $2,621,663 | $6,419,335 | IRS |
| 990 | December 2023 | $2,362,418 | $1,924,388 | $6,204,317 | XML |
| 990 | December 2022 | $2,920,507 | $2,591,385 | $5,889,155 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 22-6064970).
Questions about HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY
- What is the EIN of HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY?
- The employer identification number (EIN) of HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY is 22-6064970.
- Is HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY 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 HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY?
- The 990 for the year ended December 31, 2024 names CHRISTOPHER BAILEY.
- Who are the officers and directors of HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY?
- The 990 for the year ended December 31, 2024 lists 28 people; 2 received compensation from the organization.
- How much revenue does HEALTH RESEARCH & EDUCATIONAL TRUST OF NEW JERSEY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,405,465, expenses of $2,621,663 and total assets of $6,419,335 at year end.
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