Civic Intelligence

Center for Healthcare Research & Transformation

EIN 27-1017827 • 501(c)3 • Ann Arbor, MI

Profile

Chrts mission is to inspire and enable evidence-informed policies and practices that improve the health of people and communities.the center for health and research transformation (chrt) at the university of michigan provides health research, analyses, surveys, demonstration projects, backbone support, and consulting to government agencies, nonprofits, foundations, health systems, and health care providers and payers. Key focus areas include affordable care, medicaid policy, health care issues, coronavirus, long term care, care transitions, mental health, and substance use.

4251 Plymouth Road Arbor Lakes 1Ann Arbor, MI 48105-3640

www.chrt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

81st percentile

0.60x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.15x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

24th percentile

-5.0%

Higher net margin than 24% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$273,012

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

16th percentile

-6.2%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-5.3%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$2,669,678

Down $177,294 (-6.2%) from 2023

Liabilities

Up

$1,613,722

Up $348,474 (+28%) from 2023

Net Assets

Down

$1,055,956

Down $525,768 (-33%) from 2023

Revenue

Down

$10,522,026

Down $594,405 (-5.3%) from 2023

Expenses

Down

$11,047,794

Down $495,035 (-4.3%) from 2023

Net Income

Down

-$525,768

Down $99,370 (-23%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2020: $2,163,632Liabilities 2020: $250,192Net Assets 2020: $1,913,4402020Assets 2021: $2,198,670Liabilities 2021: $593,908Net Assets 2021: $1,604,7622021Assets 2022: $3,367,426Liabilities 2022: $1,359,304Net Assets 2022: $2,008,1222022Assets 2023: $2,846,972Liabilities 2023: $1,265,248Net Assets 2023: $1,581,7242023Assets 2024: $2,669,678Liabilities 2024: $1,613,722Net Assets 2024: $1,055,9562024

Highlighted filing

2024

Assets$2,669,678
Liabilities$1,613,722
Net Assets$1,055,956

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2020: $3,946,847Expenses 2020: $3,880,722Net Income 2020: $66,1252020Revenue 2021: $6,645,435Expenses 2021: $6,954,113Net Income 2021: -$308,6782021Revenue 2022: $8,255,430Expenses 2022: $7,852,070Net Income 2022: $403,3602022Revenue 2023: $11,116,431Expenses 2023: $11,542,829Net Income 2023: -$426,3982023Revenue 2024: $10,522,026Expenses 2024: $11,047,794Net Income 2024: -$525,7682024

Highlighted filing

2024

Revenue$10,522,026
Expenses$11,047,794
Net Income-$525,768

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.0
Gross Receipts
$10,522,026
Mission and Program Overview

Mission

Chrt illuminates best practices and opportunities for improving health policy and practice and seeks to promote evidence-based care delivery, improve population health, and expand access to care through research, publications, and consultative work.

Chrts mission is to inspire and enable evidence-informed policies and practices that improve the health of people and communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable-$2,073,576-
Savings and Temporary Cash Investments$634,028$213,286▼ $420,742
Prepaid Expenses and Deferred Charges$97,069$94,704▼ $2,365
Land, Buildings, and Equipment, Net$43,595$34,274▼ $9,321
Total Assets$2,846,972$2,669,678▼ $177,294
Other Assets Total$2,072,280$253,838▼ $1,818,442
Liabilities
Grants Payable-$1,300,674-
Accounts Payable and Accrued Expenses$1,244,240$239,733▼ $1,004,507
Deferred Revenue$21,008$73,315▲ $52,307
Total Liabilities$1,265,248$1,613,722▲ $348,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,419,594$908,217▼ $511,377
Net Assets With Donor Restrictions$162,130$147,739▼ $14,391
Total Net Assets Fund Balance$1,581,724$1,055,956▼ $525,768
Total Liabilities and Net Assets / Fund Balance$2,846,972$2,669,678▼ $177,294

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,829$223,853$256,682
Other Land Buildings$1,445$83,920$85,365
Other Assets Org$253,838--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joshua TraylorPresident &-$235,669$37,343$273,012
Joshua TraylorPresident & Exec Director-$189,669$83,343$273,012
Nancy M BaumHlth PolicyFT$172,174$38,721$210,895
Nancy M BaumHlth Policy Director-$163,295$47,600$210,895
Melissa Lee RibaRes & Eval D-$177,051$22,712$199,763
Melissa Lee RibaRes & Eval Director-$166,972$32,791$199,763
Sharon KimHlth Stg & I-$147,256$27,524$174,780
Sharon KimHlth Stg & Inov Director-$133,818$40,962$174,780
Andrew SmentkowskiOps & Fin Di-$130,169$30,267$160,436
Andrew SmentkowskiOps & Fin Director-$123,908$36,528$160,436

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Health Net Of West Michigan-1550 LEONARD ST NE, SUITE 102, Grand Rapids, MI 49505$1,470,698
Greater Flint Health Coalition-120 W 1ST STREET, FISHER BUILDING SUITE 200, Flint, MI 48502$1,437,620
Henry Ford Allegiance Health-205 N EAST AVENUE JACKSON, Jackson, MI 49201$939,356
Access Health-1200 RANSAM, Muskegon, MI 49442$725,788
Southeastern Michigan Health Associa-3011 W GRAND BOULEVARD, Detroit, MI 48202$613,679
Revenue and Support

Revenue Composition

Contributions and Grants
$8,977,235
Program Service Revenue
$1,499,301
Investment Income
$45,490
Other Revenue
$0
All Other Contributions
$390,000
Change in Net Assets
$-525,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,522,026
Total Revenue per Audited Statements
$10,522,026
Total Revenue per Form 990
$10,522,026
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,047,794
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$77,483$79,463-$156,946
Other Expenses$40,944$39,168-$80,112
Occupancy$39,703$18,969-$58,672
Information Technology$5,526$38,982-$44,508
Conferences and Meetings$14,856$3,475-$18,331
Depreciation Depletion-$9,321-$9,321
All Other Expenses$1,647$799-$2,446
Office Expenses$1,028$1,308-$2,336
Total Functional Expenses$9,403,664$1,644,130$0$11,047,794

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,047,794
Total Expenses per Audited Statements$11,047,794
Total Expenses per Form 990$11,047,794
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI

Chrt operates independently as a non-profit organization but is affiliated with its historical and continuing partner, the university of michigan (u- m) as of the service agreement entered into on july 1, 2011. Under the agreement, the university provides general and administrative services to the organization. U-m is not a related organization, in which case, compensation for ums employees are reported under part vii, column d reportable compensation from the organization.

Form 990, Page 6, Part VI, Line 6

The center for healthcare research and transformation (chrt) has two members.

Form 990, Page 6, Part VI, Line 7A

The two members of the corporation appoint the members of the corporations governing body. The board of directors consists of nine (9) voting directors. The class a member appoints three (3) directors, and the class b member appoints three (3) directors. The remaining three (3) directors are individuals with broad public perspective and relevant expertise (community directors). The community directors are appointed by unanimous decision of the two members.

Form 990, Page 6, Part VI, Line 7B

The board of directors has full authority to govern the affairs of chrt except for powers reserved to the members by law and the following actions, which are reserved exclusively to the members and require their unanimous advance approval: a) amendment, modification or repeal of the corporations articles or bylaws; b) merger of the corporation with another entity; c) sale, exchange, lease or other transfer of all or substantially all of the assets of the corporation; d) general assignment for the benefit of creditors or filing of a petition under federal bankruptcy law; e) dissolution of the corporation; f) incurrence, assumption or guarantee of any indebtedness or other borrowings, individually or in the aggregate, in excess of 50,000; g) approval of the non-budgeted purchase, sale or lease of any real estate; h) creation by the corporation of new affiliates or subsidiaries; i) any material modification of the program or the corporations purposes; j) any additional capital contributions by the members to the corporation; and k) any contractual arrangement between the corporation and a member or its affiliate.

Form 990, Page 6, Part VI, Line 11B

Form 990 was provided to the board of directors for review prior to filing with the irs.

Form 990, Page 6, Part VI, Line 12C

Each board member is required to annually complete and submit a conflicts of interest questionnaire and disclosure form. Board members are required to update the disclosure form if any material changes or additions arise during the year.

Form 990, Page 6, Part VI, Line 15A

The board of directors conducts an annual performance review of the corporations executive director during an executive session after a full board meeting. After the completion of the performance review, the board determines the executive directors compensation for the upcoming year.

Form 990, Page 6, Part VI, Line 15B

The corporation contracts with the university of michigan (u-m) for services rendered by its key employees. U-mis a governmentalentity that is excluded from intermediate sanctionsunder irc 4958; however, it relies on the criteriato establish the rebuttable presumption in determining the compensation arrangements.

Form 990, Page 6, Part VI, Line 19

The corporations governing documents, conflict of interest policy, and financial statements are provided upon request.

Filing and Contact Details

Filer

Filer Name
Center for Healthcare Research &
EIN
27-1017827
Phone
7349987580
Address
4251 PLYMOUTH ROAD ARBOR LAKES 1, ANN ARBOR, MI 48105-3640
Doing Business As
Cent for Hlth & Res Transformation

Signing Officer

Name
Joshua Traylor
Title
President & Exec Director
Phone
7349987580
Signed
2025-11-10

Organization Details

Principal Officer
Joshua Traylor
Formed
2009
Legal Domicile
Mi
Voting Board Members
8
Independent Board Members
8
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Promotion of health equity chrt role: chrt continued to serve as the coordinating and backbone organization during 2024, which was the fifth and last year of the phe initiative. The mission of this initiative is to develop a statewide infrastructure for social determinants of health (sdoh) data collection, analytics, and reporting. Chrt also maintained financial fiduciary responsibilities to michigan medicine for the funding of the participating regional health collaboratives (rhcs). Key activities in 2024: chrt provided backbone support to the five participating regions, mobilizing and coordinating efforts and helping establish shared communications and reporting. Chrt received the phe fy2025 subcontract from the university of michigan in december. The fifth year of this project focuses on working with mshield and other continuous quality improvement (cqi) organizations to build deeper connections across clinical and social care organizations to integrate and coordinate care and services. Chrt maintained the data dashboard tracking trends in sdoh screening, needs identified, and needs addressed across the participating regions. Chrt continued to facilitate the multi-disciplinary learning network for sharing lessons learned, piloting new ideas, and exploring sustainable funding sources

Form 990, Page 2, Part III, Line 4B

Washtenaw health initiative chrt role: chrt served as the backbone organization and fiduciary agent for whi, a voluntary collaboration dedicated to improving the health and health equity of low-income, uninsured, and under-insured populations in washtenaw county. In 2024, the initiative received contributions from michigan medicine, trinity health system, the city of ann arbor, and washtenaw county. Key activities in 2024: the whi continued to support workgroups focused on a community advisory board, a healthy aging collaborative, mi community care, and communications. The whi successfully kicked off its health and social services integration work with a community care hub (cch) panel discussion hosted on december 10th. During the december cch discussion, representatives from cchs in new york, missouri, and maine provided whi stakeholders with an overview of how their hubs were planned, implemented, and scaled.lessons learned from the december cch discussion were summarized into 12 recommendations.

Form 990, Page 2, Part III, Line 4C

Long term support service (ltss) chrt role: chrt continued to support the michigan department of health and human services (mdhhs) long term support service (ltss) project by providing targeted policy and project management support for the mi health link program and related american rescue plan act (arpa) initiatives. These arpa activities occurred during the period spanning 20222024. Key activities in 2024: the work included support for the mi health link program, specifically relating to the development of a dual eligible special needs plan (d-snp) implementation strategy and gathering stakeholder input for the mi health link transition to a hide-snp. Chrt provided support to the arpa team at mdhhs, which included conducting analyses related to key areas of interest, collecting stakeholder feedback to inform arpa programs, and providing ongoing project management support. Chrt delivered a comprehensive report to the mi health link team identifying opportunities to standardize personal care assessments and personal care planning for members. This involved interviewing leaders from medicaid health plans and state ltss programs, reviewing tools, and drafting findings.

Form 990, Page 2, Part III, Line 4D

All other programs: in addition to the three largest programs (promotion of health equity, washtenaw health initiative, and long-term services and supports), chrt staff worked on more than 30 additional projects for over a dozen clients, generating 1,776,048 in revenue from these activities. These diverse projects included core chrt services such as an evaluation of certified community behavioral health clinics (ccbhcs), which are designed to provide mental health and substance use services regardless of a person's ability to pay, the long-standing policy fellowship program, and implementing a bipartisan approach to health policy legislator education. The remaining portfolio covered specialized policy analysis, data analytics, and evaluation across various subject areas. Specific projects involved compiling recommendations from the substance use disorder recovery community to maximize the impact of michigan's opioid settlement investments and analyzing the state of the science on how oral health impacts chronic conditions. Furthermore, chrt collected feedback from free clinics across the nation regarding innovative ways to prevent infectious disease spread and supported annual survey research, including the michigan physician survey and the cover michigan survey. The final evaluation report was completed for the three-year leadd pilot (law enforcement assisted diversion and deflection) in washtenaw county, which assessed its impact on diverting low-level offenders. The list of our projects goes on, as does the impact of our work. Chrt's 2024 findings have been shared broadly through publications, reports, and presentations. This work has inspired and informed evidence-based policy and practice changes that will improve the health of people and communities. That's what's so gratifying about the work we do together, which seeks to reduce health disparities, improve the health of communities, and extend both the length and quality of life.

Raw XML AppendixShowing 400 of 511 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0WASHTENAW HEALTH INITIATIVE CHRT ROLE: CHRT SERVED AS THE BACKBONE ORGANIZATION AND FIDUCIARY AGENT FOR WHI, A VOLUNTARY COLLABORATION DEDICATED TO IMPROVING THE HEALTH AND HEALTH EQUITY OF LOW-INCOME, UNINSURED, AND UNDER-INSURED POPULATIONS IN WASHTENAW COUNTY. IN 2024, THE INITIATIVE RECEIVED CONTRIBUTIONS FROM MICHIGAN MEDICINE, TRINITY HEALTH SYSTEM, THE CITY OF ANN ARBOR, AND WASHTENAW COUNTY. KEY ACTIVITIES IN 2024: THE WHI CONTINUED TO SUPPORT WORKGROUPS FOCUSED ON A COMMUNITY ADVISORY BOARD, A HEALTHY AGING COLLABORATIVE, MI COMMUNITY CARE, AND COMMUNICATIONS. THE WHI SUCCESSFULLY KICKED OFF ITS HEALTH AND SOCIAL SERVICES INTEGRATION WORK WITH A COMMUNITY CARE HUB (CCH) PANEL DISCUSSION HOSTED ON DECEMBER 10TH. DURING THE DECEMBER CCH DISCUSSION, REPRESENTATIVES FROM CCHS IN NEW YORK, MISSOURI, AND MAINE PROVIDED WHI STAKEHOLDERS WITH AN OVERVIEW OF HOW THEIR HUBS WERE PLANNED, IMPLEMENTED, AND SCALED.LESSONS LEARNED FROM THE DECEMBER CCH DISCUSSION WERE SUMMARIZED INTO 12 RECOMMENDATIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0LONG TERM SUPPORT SERVICE (LTSS) CHRT ROLE: CHRT CONTINUED TO SUPPORT THE MICHIGAN DEPARTMENT OF HEALTH AND HUMAN SERVICES (MDHHS) LONG TERM SUPPORT SERVICE (LTSS) PROJECT BY PROVIDING TARGETED POLICY AND PROJECT MANAGEMENT SUPPORT FOR THE MI HEALTH LINK PROGRAM AND RELATED AMERICAN RESCUE PLAN ACT (ARPA) INITIATIVES. THESE ARPA ACTIVITIES OCCURRED DURING THE PERIOD SPANNING 20222024. KEY ACTIVITIES IN 2024: THE WORK INCLUDED SUPPORT FOR THE MI HEALTH LINK PROGRAM, SPECIFICALLY RELATING TO THE DEVELOPMENT OF A DUAL ELIGIBLE SPECIAL NEEDS PLAN (D-SNP) IMPLEMENTATION STRATEGY AND GATHERING STAKEHOLDER INPUT FOR THE MI HEALTH LINK TRANSITION TO A HIDE-SNP. CHRT PROVIDED SUPPORT TO THE ARPA TEAM AT MDHHS, WHICH INCLUDED CONDUCTING ANALYSES RELATED TO KEY AREAS OF INTEREST, COLLECTING STAKEHOLDER FEEDBACK TO INFORM ARPA PROGRAMS, AND PROVIDING ONGOING PROJECT MANAGEMENT SUPPORT. CHRT DELIVERED A COMPREHENSIVE REPORT TO THE MI HEALTH LINK TEAM IDENTIFYING OPPORTUNITIES TO STANDARDIZE PERSONAL CARE ASSESSMENTS AND PERSONAL CARE PLANNING FOR MEMBERS. THIS INVOLVED INTERVIEWING LEADERS FROM MEDICAID HEALTH PLANS AND STATE LTSS PROGRAMS, REVIEWING TOOLS, AND DRAFTING FINDINGS.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0ALL OTHER PROGRAMS: IN ADDITION TO THE THREE LARGEST PROGRAMS (PROMOTION OF HEALTH EQUITY, WASHTENAW HEALTH INITIATIVE, AND LONG-TERM SERVICES AND SUPPORTS), CHRT STAFF WORKED ON MORE THAN 30 ADDITIONAL PROJECTS FOR OVER A DOZEN CLIENTS, GENERATING 1,776,048 IN REVENUE FROM THESE ACTIVITIES. THESE DIVERSE PROJECTS INCLUDED CORE CHRT SERVICES SUCH AS AN EVALUATION OF CERTIFIED COMMUNITY BEHAVIORAL HEALTH CLINICS (CCBHCS), WHICH ARE DESIGNED TO PROVIDE MENTAL HEALTH AND SUBSTANCE USE SERVICES REGARDLESS OF A PERSON'S ABILITY TO PAY, THE LONG-STANDING POLICY FELLOWSHIP PROGRAM, AND IMPLEMENTING A BIPARTISAN APPROACH TO HEALTH POLICY LEGISLATOR EDUCATION. THE REMAINING PORTFOLIO COVERED SPECIALIZED POLICY ANALYSIS, DATA ANALYTICS, AND EVALUATION ACROSS VARIOUS SUBJECT AREAS. SPECIFIC PROJECTS INVOLVED COMPILING RECOMMENDATIONS FROM THE SUBSTANCE USE DISORDER RECOVERY COMMUNITY TO MAXIMIZE THE IMPACT OF MICHIGAN'S OPIOID SETTLEMENT INVESTMENTS AND ANALYZING THE STATE OF THE SCIENCE ON HOW ORAL HEALTH IMPACTS CHRONIC CONDITIONS. FURTHERMORE, CHRT COLLECTED FEEDBACK FROM FREE CLINICS ACROSS THE NATION REGARDING INNOVATIVE WAYS TO PREVENT INFECTIOUS DISEASE SPREAD AND SUPPORTED ANNUAL SURVEY RESEARCH, INCLUDING THE MICHIGAN PHYSICIAN SURVEY AND THE COVER MICHIGAN SURVEY. THE FINAL EVALUATION REPORT WAS COMPLETED FOR THE THREE-YEAR LEADD PILOT (LAW ENFORCEMENT ASSISTED DIVERSION AND DEFLECTION) IN WASHTENAW COUNTY, WHICH ASSESSED ITS IMPACT ON DIVERTING LOW-LEVEL OFFENDERS. THE LIST OF OUR PROJECTS GOES ON, AS DOES THE IMPACT OF OUR WORK. CHRT'S 2024 FINDINGS HAVE BEEN SHARED BROADLY THROUGH PUBLICATIONS, REPORTS, AND PRESENTATIONS. THIS WORK HAS INSPIRED AND INFORMED EVIDENCE-BASED POLICY AND PRACTICE CHANGES THAT WILL IMPROVE THE HEALTH OF PEOPLE AND COMMUNITIES. THAT'S WHAT'S SO GRATIFYING ABOUT THE WORK WE DO TOGETHER, WHICH SEEKS TO REDUCE HEALTH DISPARITIES, IMPROVE THE HEALTH OF COMMUNITIES, AND EXTEND BOTH THE LENGTH AND QUALITY OF LIFE.
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SHARON KIM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ANDREW SMENTKOWSKI

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