Joint Commission Resources Inc.

“Although there is no formal written policy, such arrangements are evaluated by the Enterprise Legal Department, appropriate accounting department personnel, and external tax advisers for compliance with applicable federal tax law, including taking appropriate steps to safeguard the corporation's tax exempt status. Furthermore, JCR Articles of Incorporation provide that The Joint Commission, as the sole member of JCR, reserves the power to approve all creations of subsidiaries or controlled affiliates, all permanent or long-term affiliations and all joint ventures of JCR involving capital investment in excess of $250,000. In addition, JCR's Code of Conduct highlights legal and ethical obligations to act in compliance with applicable laws and to engage in activities in furtherance of JCR's charitable purpose.”

“During 2023 the organization appointed The Joint Commission's CEO to serve as the top management official for JCR. As such, the individual's compensation package was subject to review and approval under The Joint Commission by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decisions, as described in the narrative for Form 990, Part VI, Line 15b.”

“Joint Commission Resources, Inc. RELIES ON THE PROCESS OF THE JOINT COMMISSION (A RELATED ORGANIZATION) FOR APPROVAL OF TOP MANAGEMENT OFFICIALS' COMPENSATION. THE TOP MANAGEMENT OFFICIALS' COMPENSATION ARRANGEMENT IS SUBJECT TO AN INDEPENDENT BOARD COMMITTEE REVIEW AND APPROVAL REFERRED TO AS THE HUMAN RESOURCES AND COMPENSATION COMMITTEE. THE JOINT COMMISSION ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN DETERMINING COMPENSATION OF TOP MANAGEMENT OFFICIALS. IN SETTING THE TOP MANAGEMENT OFFICIALS' COMPENSATION, THE ORGANIZATIONS' HUMAN RESOURCES AND COMPENSATION COMMITTEES RELY ON RECENT COMPENSATION STUDIES THAT PROVIDE COMPENSATION DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS TO SUPPORT ITS DECISION-MAKING PROCESS. THE JOINT COMMISSION'S HUMAN RESOURCES AND COMPENSATION COMMITTEES ADEQUATELY DOCUMENT ITS COMPENSATION DETERMINATIONS AND DELIBERATIONS REGARDING COMPENSATION IN ITS COMMITTEE MINUTES ON A TIMELY BASIS. EACH COMMITTEE MEMBER HAS BEEN DETERMINED TO BE INDEPENDENT IN ACCORDANCE WITH INTERMEDIATE SANCTIONS REGULATIONS AND SIGNS THE BOARD'S CONFLICT OF INTEREST POLICY ANNUALLY TO ENSURE THAT HE OR SHE IS INDEPENDENT. THE PROCESS FOR DETERMINING THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL, DR. JONATHAN PERLIN - PRESIDENT, OF JCR IS DETERMINED AND PAID FOR BY A RELATED ORGANIZATION AND IS UNDERTAKEN ANNUALLY.”

“As the sole member of the filing organization, The Joint Commission, a related tax-exempt organization, has broad authority to act on behalf of the governing body. Please see the narratives for Part VI, Lines 6, 7a and 7b for a description of such authority.”

“The Organization has one sole member, The Joint Commission. The Joint Commission has the power to: 1) Appoint all Directors to the Board and remove them, with or without cause. 2) Appoint the Chairman, Vice-Chairman and the President/ Chief Executive Officer (President/CEO) of the Corporation and removing them, with or without cause. 3) Approve changes to the Bylaws, mission and/or vision statements, and all strategic or long-term plans of the Organization. 4) Approve all creations of subsidiaries or controlled affiliates, mergers, consolidations, permanent or long-term affiliations and all joint ventures of the Organization involving capital investments in excess of $250,000. 5) Approve the sale or encumbrance of all or substantially all the assets of the Organization and all long-term debt in excess of $250,000. 6) Approve the Organization's annual operating and capital budgets and material amendments thereto. 7) Approve the dissolution of and all liquidations from the Organization.”

“See narrative for line 6”

“See narrative for line 6”

“ALL BOARD COMMITTEES DOCUMENT THEIR MEETINGS AND ACTIONS TAKEN. HOWEVER, NO BOARD COMMITTEES HAVE AUTHORITY TO ACT ON BEHALF OF GOVERNING BOARD EXCEPT BY BOARD RESOLUTION. As such, this line is not applicable and has been checked no in accordance with the instructions”

“The organization's management, including the Joint Commission CFO, Controller, Corporate Compliance & Privacy Officer, General Counsel, and Chief Operating Officer performed a detailed review of the Form 990 with the paid tax preparer. Once this level of review was performed, a thorough walk through was done with the JCR Finance Committee prior to filing. A copy of the Form 990 was provided to the entire Board of Directors prior to filing. A final filed public disclosure copy of the return will be placed on the Organization's website for the public once accepted by the IRS.”

“The policy states that any decision that could result in an actual or perceived conflict of interest must be avoided. All staff and board members review the policy on an annual basis and complete a Conflict of Interest questionnaire each year which, is designed to identify interests that could give rise to possible conflicts. Although many such potential conflicts are and will be deemed inconsequential, every individual of the Organization has an ongoing responsibility to disclose situations that involve personal, family, or business relationships that could be perceived as a conflict of interest. The interests identified are reviewed by the corporate compliance officer, general counsel, and governance committee and appropriately managed. All disclosures are pursued until 100% completed. Prior to any board or committee meeting, a member is required to disclose a conflict of interest or possible conflict of interest on any matter during a meeting and then not vote or use personal influence on the matter. The minutes of the meeting reflects that a disclosure was made and the member abstained from voting. At the beginning of each board or committee meeting a request is made to disclose any potential conflict of interest. The Compliance Officer monitors and reviews the conflict of interest policy as well as the responses to the questionnaires on an annual basis. The Organization also has available an independent hotline number for staff to report anonymously any potential conflicts during the year.”

“OTHER OFFICERS: THE OTHER OFFICERS' COMPENSATION ARRANGEMENT IS SUBJECT TO AN INDEPENDENT BOARD COMMITTEE REVIEW AND APPROVAL REFERRED TO AS THE HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEE. JOINT COMMISSION RESOURCES ENGAGED AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN DETERMINING COMPENSATION OF ITS OTHER OFFICERS. IN SETTING THE OTHER OFFICERS' COMPENSATION, THE ORGANIZATIONS' HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEES RELY ON RECENT COMPENSATION STUDIES THAT PROVIDE COMPENSATION DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS TO SUPPORT ITS DECISION-MAKING PROCESS. THE HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEES ADEQUATELY DOCUMENTED ITS COMPENSATION DETERMINATIONS AND DELIBERATIONS REGARDING COMPENSATION IN ITS COMMITTEE MINUTES ON A TIMELY BASIS. EACH VOTING COMMITTEE MEMBER HAS BEEN DETERMINED TO BE INDEPENDENT IN ACCORDANCE WITH INTERMEDIATE SANCTIONS REGULATIONS AND SIGNS THE BOARD'S CONFLICT OF INTEREST POLICY ANNUALLY TO ENSURE THAT HE OR SHE IS INDEPENDENT. THE BOARD ENGAGES IN AN ACTIVE REVIEW OF THE COMPENSATION RECOMMENDED BY THE COMMITTEE. IN ADDITION, AN ANNUAL PERFORMANCE EVALUATION OF THE OFFICERS IS CONDUCTED. The process for determining the organizations' other officers' compensation is undertaken annually FOR: Jean Courtney - COO, Ying Qu - vp, and Joel Roos - vp. KEY EMPLOYEES: JOINT COMMISSION RESOURCES ENGAGES ITS HUMAN RESOURCES DEPARTMENT TO ASSIST IN DETERMINING COMPENSATION OF ITS KEY EMPLOYEES. IN SETTING THE KEY EMPLOYEES' COMPENSATION, THE HUMAN RESOURCES DEPARTMENT RELIES ON INDEPENDENT SURVEY AND COMPENSATION DATA FOR COMPARABLE POSITIONS IN OTHER ORGANIZATIONS AND/OR ON THE INTERNAL JOB EVALUATION SYSTEM TO SUPPORT ITS DECISIONMAKING PROCESS. THE KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE COMPENSATION POLICY AND GUIDELINES, WHICH ARE ESTABLISHED ANNUALLY BY THE HUMAN RESOURCES DEPARTMENT. INCENTIVE COMPENSATION FOR KEY EMPLOYEES IS REVIEWED BY THE ORGANIZATION'S HUMAN RESOURCES AND EXECUTIVE COMPENSATION COMMITTEE. THE PROCESS FOR DETERMINING THE ORGANIZATION'S KEY EMPLOYEES' COMPENSATION IS UNDERTAKEN ANNUALLY FOR ALL KEY EMPLOYEES.”

“The organization makes its governing documents and the form 990 available to the public upon request and in accordance with applicable laws. The conflict of interest policy and the Joint Commission Consolidated financial statements are made available to the public on the Joint Commission website. The organization also makes available on its website a public disclosure copy of form 990-t and form 990.”

“Grants & Contracts - Total Revenue: 2286023, Related or Exempt Function Revenue: 2286023, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ;”

“(Continuation from Form 990 Part III, Line 1) Joint Commission Resources (JCR), a wholly controlled, not-for-profit affiliate of The Joint Commission, is a global, knowledge-based organization that disseminates information regarding accreditation, standards development and compliance, good practices, and patient safety and performance improvement. Joint Commission International (JCI), a division of JCR, has extensive experience working with public and private healthcare organizations, ministries of health, and local governments in more than 80 countries. JCI provides accreditation based on international standards, as well as third-party review and evaluation services. JCI's mission statement is to continuously improve the safety and quality of care in the international community through the provision of education and advisory services and international accreditation and certification. Examples of Projects in Support of JCR's Mission JCR's mission aims to help all healthcare providers no matter where they are on their journey in providing safe patient care. The Patient-Centered Medical Home (PCMH) PCMH Health Equity Technical Assistance Symposium (PHETAS) is an initiative by Joint Commission Resources for the Health Resources and Services Administration (HRSA), operating under the Department of Health and Human Services (HHS). This two-day virtual event is freely accessible to all healthcare facilities, with a focus on education, health equity, environmental disaster, workforce wellbeing, maternal and child health, and health management. With three tracks over two days, it aims to provide valuable insights and resources. Over the past two years, PHETAS has seen approximately 2,000 registrations per year. Continuing education (CE) credits are also freely available to all in attendance as well as those accessing the recordings, ensuring widespread access to valuable information and discussions. Joint Commission Resources hosts six free technical assistance webinar per year for Patient-Centered Medical Home healthcare facilities and all of their staff. These webinars cover such relevant topics as: The Impact of Work-Life Balance, Overview of PCMH Certification Option, Partnering with The Joint Commission for Better Care, Health Care Equity: Best Practices and Resources, and Top Physical Environment Compliance Issues. Each one-hour webinar provides continuing education credit and remain available on demand, ensuring widespread access to valuable information and discussions. JCR offers free resources on quality and patient safety to customers and the public. These free resources, which are available on JCR's Web site, include articles published in JCR periodicals, books, whitepapers, toolkits, and checklists, on topics ranging from medication management to infection prevention and control to emergency management. In 2023, JCR developed two free white papers entitled "Integrated Behavioral Health: A Proven Strategy to Increase Access to Care and Improve Clinical Outcomes "Building a Team of Champions: Turning the Tide in Infection Prevention." The white papers provide strategies on how to expand reach and improve efficiency, along with cost effectiveness, for health care service delivery and how to build an effective infection prevention program, respectively. JCR Primary Program Services JCR's primary program services are described below. Joint Commission International Accreditation JCI provides international standards and accreditation programs for international healthcare organizations. JCI standards and evaluation methods are designed to provide quantifiable benchmarks for patient care quality and improvement, to stimulate and support sustained performance improvement, and to provide a framework for risk reduction for international healthcare organizations. JCI offers accreditation programs for hospitals, academic medical centers, hospital and health care systems, clinical laboratories, ambulatory care, long term care, home care,”

“Joint Commission Resources opened a new company in Saudi Arabia during 2023 called Joint Commission Arabia Management Company. The company conducted international surveys.”

“Joint Commission Resources ceased conducting business in China. JCR is currently working on the closing of its office in Beijing and its joint venture in Hong Kong.”

“(Expenses $ 6,433,585 including grants of $)(Revenue $ 14,626,471) JCR offers a service called Continuous Service Readiness that provides ongoing guidance from a dedicated healthcare quality and safety expert to help organizations improve patient safety and quality and to meet the standards to achieve and maintain Joint Commission accreditation and/or disease-specific care certification. JCR (and internationally through JCI) offers seminars, conferences, webinars, and other education programs that address standards compliance, performance improvement, and patient safety, among other topics, for different healthcare settings. JCI also offers diploma- and certificate-style education programs, which are intensive, 3--12 month education programs, for infection control and quality management and patient safety staff within healthcare organizations. JCR offers most of its educational offerings with continuing education credits from ANCC, ACCME, and ACHE. (See Schedule O, Part III, Line 1, for further description)”

“Professional Fees - Consulting Services - Total Expense: 853575, Program Service Expense: 402305, Management and General Expenses: 451270, Fundraising Expenses: ; Professional Fees - Outsourced Services - Total Expense: 7494600, Program Service Expense: 7003048, Management and General Expenses: 491552, Fundraising Expenses: ; Other Misc Fees & Services - Total Expense: 291578, Program Service Expense: 172676, Management and General Expenses: 118902, Fundraising Expenses: ; Market Research Services - Total Expense: 64257, Program Service Expense: 64257, Management and General Expenses: , Fundraising Expenses: ; Merchant Fees - Total Expense: 150507, Program Service Expense: 150507, Management and General Expenses: , Fundraising Expenses: ; Shared Services Fee - Total Expense: 7078182, Program Service Expense: 5662014, Management and General Expenses: 1416168, Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ;”

“Change in unrecognized net defined benefit plan costs not yet recognized in periodic benefit cost - 142889; Change in net periodic pension costs other - -160832; Change in Foreign Currency Revaluation - 16503; TRANSFER OF UNDESIGNATED NET ASSETS TO PARENT CO - JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS EIN 36-2229255 - -6948919;”