ACADEMY HEALTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY HEALTH (EIN 52-1260918)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202433199349306598
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:47:22-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541029635 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMPSON GREENSPON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 RIDGE TOP RD SUITE 700 | AddressLine1Txt |
| City | FAIRFAX | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22030 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521260918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMYHEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON E CARROLL | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2022926700 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY M MOREY CPA | PreparerPersonNm |
| PTIN | P01521539 | PTIN |
| Phone | 7033858888 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON E CARROLL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,876,007 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACADEMYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | ACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 63 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $120,331 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $70,699 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,106,535 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,897,419 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,848,959 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,795,486 | CYProgramServiceRevenueAmt |
| PY Investment Income | $54,423 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,949 | CYInvestmentIncomeAmt |
| PY Other Revenue | $159,328 | PYOtherRevenueAmt |
| CY Other Revenue | $121,153 | CYOtherRevenueAmt |
| PY Total Revenue | $12,169,245 | PYTotalRevenueAmt |
| CY Total Revenue | $17,876,007 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $227,629 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,332,305 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,135,640 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $613 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,984,274 | PYOtherExpensesAmt |
| CY Other Expenses | $7,021,963 | CYOtherExpensesAmt |
| PY Total Expenses | $12,316,579 | PYTotalExpensesAmt |
| CY Total Expenses | $15,385,232 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$147,334 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,490,775 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,559,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,335,428 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,104,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,902,913 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,454,949 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,432,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,383,624 | ExpenseAmt |
| Grant | $227,629 | GrantAmt |
| Revenue | $5,303,371 | RevenueAmt |
| Desc | OFFER PROGRAM ACTIVITIES THAT SUPPORT THE PRODUCTION OF EVIDENCE BY WORKING WITH KEY STAKEHOLDERS TO IDENTIFY RESEARCH NEEDS, SUPPORTING OUR MEMBERS' GROWTH AND ABILITY TO PRODUCE RIGOROUS RESEARCH THROUGH GRANT-MAKING, SCHOLARSHIPS AND FELLOWSHIPS AND KNOWLEDGE SHARING, AS WELL AS CULTIVATING AND SUPPORTING COMMUNITIES OF PRACTICE AND LEARNING NETWORKS TO ADVANCE EVIDENCE. ACADEMYHEALTH ALSO SUPPORTS THE USE OF EVIDENCE IN POLICY AND PRACTICE TO IMPROVE HEALTH AND HEALTH CARE BY FOCUSING ON GETTING ACTIONAL EVIDENCE TO KEY DECISION MAKERS AT THE RIGHT TIME, IN THE RIGHT FORMAT AND ON TOPICS THAT ARE RELEVANT TO CURRENT DECISIONS AND DEBATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,678,811 | ExpenseAmt |
| Revenue | $3,946,433 | RevenueAmt |
| Desc | HOST NATIONAL CONFERENCES TO DISSEMINATE KEY FINDINGS, RESEARCH RESULTS AND FACILITATE KNOWLEDGE SHARING THAT SUPPORTS BOTH THE PRODUCTION OF EVIDENCE AND THE USE OF EVIDENCE TO INFORM POLICY AND PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $534,932 | ExpenseAmt |
| Revenue | $666,835 | RevenueAmt |
| Desc | PROVIDE A COLLABORATIVE FORUM TO SUPPORT MEMBERS WITH THEIR WORK AND TO HELP ADVANCE THEIR CAREERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,597,367 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 130 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 63 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY HUESTON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LISA SIMPSON MBBCH MPH | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $739,316 | $0 | $161,125 | ||
| CHERYL DAMBERG PHD MPH | ||||||||
| DIRECTOR - CHAIR OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MING JACK PO MD PHD | ||||||||
| DIRECTOR- TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LUCY SAVITZ PHD MBA | ||||||||
| DIRECTOR- VICE CHAIR OF THE BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NINEZ PONCE PHD MPP | ||||||||
| DIRECTOR- SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALYCE S ADAMS PHD MPP | ||||||||
| DIRECTOR- PAST CHAIR OF BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NATELIE LAWSON | ||||||||
| DIRECTOR- STUDENT REPRESENTATIVE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ATUL GROVER MD PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES N KAHN III | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE LANDON MD MBA MSC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VICTOR MONTORI MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCIA SAVAGE JD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC C SCHNEIDER MD MSC | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| FADIA TOHME SHAYA PHD MPH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RASU SHRESTHA MD MBA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REED V TUCKSON MD FACP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH YANO PHD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH EDWARDS MA | ||||||||
| CFO AND VP | 40.00 | Yes (X) | $251,724 | $0 | $29,777 | |||
| ELIZABETH COPE PHD MPH | ||||||||
| VICE PRESIDENT | 40.00 | $167,805 | $0 | $25,051 | Yes (X) | |||
| MARGO EDMUNDS PHD | ||||||||
| VICE PRESIDENT | 40.00 | $238,740 | $0 | $21,513 | Yes (X) | |||
| MICHAEL GLUCK PHD | ||||||||
| VICE PRESIDENT | 40.00 | $216,413 | $0 | $26,796 | Yes (X) | |||
| KRISTIN ROSENGREN | ||||||||
| VICE PRESIDENT | 40.00 | $210,848 | $0 | $19,656 | Yes (X) | |||
| TEASHA POWELL PELHAM MS | ||||||||
| VICE PRESIDENT | 40.00 | $182,222 | $0 | $32,224 | Yes (X) | |||
| AMY HAMMER MS | ||||||||
| SENIOR DIRECTOR | 40.00 | $177,712 | $0 | $7,434 | Yes (X) | |||
| LAUREN ADAMS | ||||||||
| SENIOR DIRECTOR | 40.00 | $156,107 | $0 | $7,445 | Yes (X) | |||
| ANGELICA RODRIQUEZ | ||||||||
| DIRECTOR | 40.00 | $152,803 | $0 | $7,445 | Yes (X) | |||
| STACY HALBERT | ||||||||
| DIRECTOR | 40.00 | $147,590 | $0 | $16,613 | Yes (X) | |||
| GENNICE CARTER | ||||||||
| DIRECTOR | 40.00 | $146,977 | $0 | $538 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,788,257 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $355,617 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AUDIOVISUAL ONE LTD | |||||
| 9611 W FOSTER AVENUE | SCHILLER PARK | IL | 60176 | AV SERVICES FOR CONFERENCES | $655,429 |
| OPED PROJECT LLC | |||||
| 906 AMSTERDAM AVE APT 5B | NEW YORK | NY | 10025 | PROFESSIONAL SERVICES PROJECT | $177,500 |
| KOYA LEADERSHIP PARTNERS LLC | |||||
| 2005 MARKET STREET SUITE 3300 | PHILADELPHIA | PA | 19103 | PROFESSIONAL SERVICES PROJECT | $175,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,860,949 | GovernmentGrantsAmt |
| All Other Contributions | $4,036,470 | AllOtherContributionsAmt |
| Total Contributions | $7,897,419 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACT SERVICES | 900099 | $5,302,549 | $5,302,549 |
| MEETING REGISTRATION | 900099 | $3,929,783 | $3,929,783 |
| MEMBERSHIP DUES | 900099 | $563,154 | $563,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,795,486 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $61,949 | TotalRevenueColumnAmt |
| Exclusion | $61,949 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $120,331 | $120,331 | |
| OTHER REVENUE | 900099 | $822 | $822 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $121,153 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,876,007 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,796,308 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $120,331 | UnrelatedBusinessRevenueAmt |
| Exclusion | $61,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,629 | TotalAmt |
| Program Services | $227,629 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,323,210 | TotalAmt |
| Program Services | $1,181,830 | ProgramServicesAmt |
| Management And General | $1,141,380 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,608,092 | TotalAmt |
| Program Services | $2,938,746 | ProgramServicesAmt |
| Management And General | $668,733 | ManagementAndGeneralAmt |
| Fundraising | $613 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739,802 | TotalAmt |
| Program Services | $1,631,081 | ProgramServicesAmt |
| Management And General | $108,721 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,536 | TotalAmt |
| Management And General | $464,536 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,589 | TotalAmt |
| Management And General | $6,589 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,949 | TotalAmt |
| Management And General | $44,949 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,878,839 | TotalAmt |
| Program Services | $2,382,412 | ProgramServicesAmt |
| Management And General | $496,427 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,062 | TotalAmt |
| Program Services | $357,931 | ProgramServicesAmt |
| Management And General | $81,131 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,129,337 | TotalAmt |
| Program Services | $1,051,659 | ProgramServicesAmt |
| Management And General | $77,678 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667,564 | TotalAmt |
| Program Services | $592,869 | ProgramServicesAmt |
| Management And General | $74,695 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,319 | TotalAmt |
| Program Services | $1,145,967 | ProgramServicesAmt |
| Management And General | $39,352 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $295,663 | TotalAmt |
| Management And General | $295,663 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,922 | TotalAmt |
| Management And General | $46,922 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| EQUIPMENT MAINTENANCE | $170,918 | $170,918 | |
| EDUCATION | $113,376 | $26,133 | $87,243 |
| UNRELATED BUSINESS INCO | $43,425 | $43,425 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,385,232 | TotalAmt |
| Program Services | $11,597,367 | ProgramServicesAmt |
| Management And General | $3,787,252 | ManagementAndGeneralAmt |
| Fundraising | $613 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,807 | BOYAmt |
| EOY | $1,626,186 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,424,834 | BOYAmt |
| EOY | $2,438,913 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,087 | BOYAmt |
| EOY | $1,247,283 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,421 | BOYAmt |
| EOY | $800,292 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,785 | BOYAmt |
| EOY | $399,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,768,385 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,403,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400,319 | BOYAmt |
| EOY | $1,365,196 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,567,502 | BOYAmt |
| EOY | $3,100,714 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,915,364 | BOYAmt |
| EOY | $6,357,206 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,559,119 | BOYAmt |
| EOY | $17,335,428 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $620,048 | BOYAmt |
| EOY | $1,371,592 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,540,096 | BOYAmt |
| EOY | $2,850,886 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,944,026 | BOYAmt |
| EOY | $7,680,435 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,104,170 | BOYAmt |
| EOY | $11,902,913 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,949 | BOYAmt |
| EOY | $4,308,181 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,124,334 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,454,949 | BOYAmt |
| EOY | $5,432,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,559,119 | BOYAmt |
| EOY | $17,335,428 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,490,775 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $485,667 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,124 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,396,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,830,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,268,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,106,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,897,419 | CurrentTaxYearAmt |
| Total | $34,499,348 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,396,691 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,830,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,268,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,106,535 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,897,419 | CurrentTaxYearAmt |
| Total | $34,499,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,977,829 | SubstantialContributorsTotAmt |
| Public Support Total170 | $20,521,519 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $73,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $61,949 | CurrentTaxYearAmt |
| Total | $318,620 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,793 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,699 | CurrentTaxYearAmt |
| Total | $398,103 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $822 | CurrentTaxYearAmt |
| Total | $822 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,216,893 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,283,397 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,385,232 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,385,232 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $919,262 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $229,816 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $715,221 | CurrentYearMinus3Amt |
| Current Year Minus2 | $695,089 | CurrentYearMinus2Amt |
| Current Year Minus1 | $765,829 | CurrentYearMinus1Amt |
| Current Year | $919,262 | CurrentYearAmt |
| Total | $3,095,401 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,643,102 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $156,436 | CurrentYearMinus3Amt |
| Current Year Minus2 | $146,705 | CurrentYearMinus2Amt |
| Total | $303,141 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $178,805 | CurrentYearMinus3Amt |
| Current Year Minus2 | $173,772 | CurrentYearMinus2Amt |
| Current Year Minus1 | $191,457 | CurrentYearMinus1Amt |
| Current Year | $229,816 | CurrentYearAmt |
| Total | $773,850 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,160,775 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,935,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,243,533 | DepreciationAmt |
| Book Value | $692,377 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,832,475 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,159,656 | DepreciationAmt |
| Book Value | $672,819 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,365,196 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED COMPENSATION PLAN | $986,114 |
| SUBLEASE RECEIVABLE | $149,777 |
| OPERATING LEASE RIGHT OF USE ASSET | $4,034,248 |
| EMPLOYEE RETENTION CREDIT RECEIVABLE | $1,187,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,357,206 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| COPIER LEASE LIABILITY | $7,765 |
| ACCRUED DEFERRED COMPENSATION | $986,114 |
| RENT DEPOSIT - SUBLEASE | $79,774 |
| ACCRUED LOSS ON SUBLEASE | $989,432 |
| OPERATING LEASE LIABILITY | $5,617,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,680,435 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,361,674 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $485,667 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $485,667 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,876,007 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,876,007 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,384,108 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,124 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,124 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,385,232 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,385,232 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACADEMYHEALTH HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FAMILY VOICES | ||||||||
| 110 HARTWELL AVE | LEXINGTON | MA | 02421 | 850430800 | 501(C)(3) | $69,388 | $0 | RESEARCH - HEALTH CARE DELIVERY SYSTEM INNOVATIONS FOR CHILDREN WITH MEDICAL COMPLEXITY |
| THE CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $114,928 | $0 | RESEARCH - HEALTH CARE DELIVERY SYSTEM INNOVATIONS FOR CHILDREN WITH MEDICAL COMPLEXITY |
| ASSOCIATION OF IMMUNIZATION MANAGERS | ||||||||
| 451 HUNGERFORD DRIVE SUITE 225 | ROCKVILLE | MD | 20850 | 522346043 | 501(C)(3) | $11,313 | $0 | RESEARCH - ELIMINATING BARRIERS TO IMMUNIZATION THROUGH STATE INTERAGENCY AND COMMUNITY COLLABORATION |
| IMMUNIZE COLORADO | ||||||||
| 13123 E 16TH AVENUE B281 | AURORA | CO | 80045 | 841479975 | 501(C)(3) | $32,000 | $0 | RESEARCH - ELIMINATING BARRIERS TO IMMUNIZATION THROUGH STATE INTERAGENCY AND COMMUNITY COLLABORATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACADEMYHEALTH ASSIGNS EACH GRANT AWARD AN INDIVIDUAL PROJECT CODE IN THE ACCOUNTING AND TIMESHEET TRACKING SOFTWARE AND IS RECONCILED MONTHLY WITH THE GRANT'S PROJECT DIRECTOR. THE GUIDELINES FOR FINANCIAL REPORTING VARY BY GRANTOR BUT REQUIRE AT LEAST AN INTERIM REPORT DUE MIDWAY THROUGH THE PROJECT, AS WELL AS A FINAL REPORT DUE AT THE END OF THE PROJECT. ADDITIONALLY, ALL THIRD-PARTY AGREEMENTS, ADMINISTRATIVE REQUESTS AND GRANT AGREEMENT REVISIONS ARE SAVED THROUGHOUT THE GRANT'S LIFE CYCLE. ALL GRANT AGREEMENTS AND RELATED COMMUNICATIONS ARE KEPT ON FILE IN THE OFFICE OF GRANTS AND CONTRACTS' (OGC) DEPARTMENT AND ARE FORWARDED ANNUALLY TO THE ACCOUNTING DEPARTMENT FOR AUDIT PURPOSES. GRANT REVENUE RECEIVED AND THE VARIOUS RESTRICTIONS ON IT IS TRACKED AND RECONCILED ANNUALLY AGAINST THE RECORDS OF ACADEMYHEALTH'S ACCOUNTING DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA SIMPSON MBBCH MPH | ||||||||||||||
| PRESIDENT AND CEO | $627,909 | $0 | $111,407 | $0 | $0 | $0 | $131,625 | $0 | $29,500 | $0 | $900,441 | $0 | $0 | $0 |
| DEBORAH EDWARDS MA | ||||||||||||||
| CFO AND VP | $245,996 | $0 | $5,728 | $0 | $0 | $0 | $20,486 | $0 | $9,291 | $0 | $281,501 | $0 | $0 | $0 |
| MARGO EDMUNDS PHD | ||||||||||||||
| VICE PRESIDENT | $234,690 | $0 | $4,050 | $0 | $0 | $0 | $18,840 | $0 | $2,673 | $0 | $260,253 | $0 | $0 | $0 |
| MICHAEL GLUCK PHD | ||||||||||||||
| VICE PRESIDENT | $212,363 | $0 | $4,050 | $0 | $0 | $0 | $17,592 | $0 | $9,204 | $0 | $243,209 | $0 | $0 | $0 |
| KRISTIN ROSENGREN | ||||||||||||||
| VICE PRESIDENT | $206,798 | $0 | $4,050 | $0 | $0 | $0 | $17,004 | $0 | $2,652 | $0 | $230,504 | $0 | $0 | $0 |
| TEASHA POWELL PELHAM MS | ||||||||||||||
| VICE PRESIDENT | $178,172 | $0 | $4,050 | $0 | $0 | $0 | $15,372 | $0 | $16,852 | $0 | $214,446 | $0 | $0 | $0 |
| ELIZABETH COPE PHD MPH | ||||||||||||||
| VICE PRESIDENT | $167,805 | $0 | $0 | $0 | $0 | $0 | $10,656 | $0 | $14,395 | $0 | $192,856 | $0 | $0 | $0 |
| AMY HAMMER MS | ||||||||||||||
| SENIOR DIRECTOR | $177,712 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,434 | $0 | $185,146 | $0 | $0 | $0 |
| STACY HALBERT | ||||||||||||||
| DIRECTOR | $147,590 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $16,613 | $0 | $164,203 | $0 | $0 | $0 |
| LAUREN ADAMS | ||||||||||||||
| SENIOR DIRECTOR | $156,107 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,445 | $0 | $163,552 | $0 | $0 | $0 |
| ANGELICA RODRIQUEZ | ||||||||||||||
| DIRECTOR | $152,803 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,445 | $0 | $160,248 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ACADEMYHEALTH HAS A DYNAMIC MEMBERSHIP COMMUNITY OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST AVAILABLE RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE AN OPPORTUNITY TO AFFIRM OR COMMENT ON THE SLATE OF BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT AND THE CEO OR THE VP WHO IS ASSISTANT SECRETARY OF BOARD SIGNS FOR ELECTRONIC SUBMISSION. ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE FORM 990 AFTER THE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND OFFICERS AND IS MONITORED BY AN ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD CHAIR WHICH ARE REVIEWED AND MAINTAINED BY THE BOARD LIAISON, SARAH HOYT. THE EXECUTIVE COMMITTEE REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT, OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT OF INTEREST IS RECUSED FROM THE DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM AVAILIABLE DATA ON NONPROFIT CEO SALARIES AND COMPENSATION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEAR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: OFFICER/TITLE YEAR OF MOST RECENT REVIEW/APPROVAL PRESIDENT/CEO 2023 |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SUBCONTRACTS: PROGRAM SERVICE EXPENSES 2,158,326. MANAGEMENT AND GENERAL EXPENSES 410,834. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,569,160. CONSULTANTS: PROGRAM SERVICE EXPENSES 224,086. MANAGEMENT AND GENERAL EXPENSES 34,087. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,173. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,506. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE 1,124. |
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