2024-11-15T14:04:34-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 362681352 AMERICAN COLLEGE HEALTH ASSOCIATION AMER 4108591500 8455 COLESVILLE RD 740 SILVER SPRING MD 20910 JAMES WILKINSON CHIEF EXECUTIVE OFFICER 4108591500 2024-11-15 1 1 SCOTT E HALLBERG CPA P01081188 2023319880 2023 2024-10-15 13:58:12Z JAMES WILKINSON 8455 COLESVILLE RD 740 SILVER SPRING MD 20910 5218535 0 X WWW.ACHA.ORG X 1968 IL ADVOCACY, EDUCATION, RESEARCH, PRODUCTS AND SERVICES TO ADVANCE COLLEGE STUDENTS' HEALTH. 15 14 26 0 160810 6216 1376029 1189642 3390784 3871884 97093 97097 74279 57977 4938185 5216600 0 275 0 0 2029856 2185941 0 0 59328 3016496 2717597 5046352 4903813 -108167 312787 6080595 6725071 1455886 1348389 4624709 5376682 X THE AMERICAN COLLEGE HEALTH ASSOCIATION (ACHA) SERVES AS THE PRINCIPAL LEADERSHIP ORGANIZATION FOR ADVANCING THE HEALTH OF COLLEGE STUDENTS AND CAMPUS COMMUNITIES THROUGH ADVOCACY, EDUCATION, AND RESEARCH. 0 0 3398713 1409590 EDUCATION: ACHA HOSTED A WEEK-LONG ANNUAL CONFERENCE IN SAN DIEGO, CALIFORNIA, WITH 1,653 PEOPLE IN ATTENDANCE. 122 EDUCATION PROGRAMS WERE OFFERED, SUPPLYING CONTINUING EDUCATION CREDITS IN TEN FIELDS. ACHA ALSO CONDUCTED A VIRTUAL EDUCATION SERIES IN THE FALL OF 2022 WITH APPROXIMATELY 400 PARTICIPANTS, OFFERING CONTINUING EDUCATION CREDIT IN SIX FIELDS. ACHA ALSO OFFERS A NUMBER OF ONLINE CONTINUING EDUCATION OFFERINGS. DURING 2022, ACHA ALSO APPROVED CONTINUING EDUCATION CREDIT FOR 3 EDUCATIONAL ACTIVITIES FOR OUR REGIONAL AFFILIATES. 657483 154552 ACHA SURVEYED COLLEGE STUDENTS AT 180 SCHOOLS IN THE UNITED STATES AND CANADA WITH THE ACHA NATIONAL COLLEGE HEALTH ASSESSMENT. THE DATA GATHERED IS USED BY THE SCHOOLS TO ALLOCATE RESOURCES, PLAN, AND EVALUATE PROGRAMS.ACHA CURRENTLY OFFERS 2 PRINTED AND E-BROCHURES AND 24 E-BROCHURES FOR YOUNG ADULTS WHICH EMPHASIZE AWARENESS, RISK REDUCTION, AND PREVENTION OF A WIDE VARIETY OF COLLEGE HEALTH TOPICS. THESE BROCHURES PRESENT INFORMATION IN A NONJUDGMENTAL MANNER AND ARE WRITTEN BY ACHA MEMBERS.ACHA OFFERS MEMBERS ACCESS TO AN ONLINE DISCUSSION FORUM, ACHA CONNECT, IN WHICH MEMBERS CAN SHARE IDEAS, DISCUSS TOPICS, NETWORK, ETC. THE FORUM INCLUDES SEVERAL SUB-FORUMS BASED ON ACHA'S EXISTING NETWORKS (SECTIONS, COALITIONS, ETC.) THERE IS A NEWSLETTER PUBLISHED SEVERAL TIMES A YEAR, ACTION AND A WEEKLY E-NEWSLETTER, THE SOURCE. 232566 1376912 ADVOCACY AND REPRESENTATION: ADVOCACY EFFORTS IN 2023 CONSISTED OF NON-LOBBYING EFFORTS TO DEVELOP RELATIONSHIPS WITH KEY CONGRESSIONAL OFFICES, EDUCATE ACHA MEMBERS ON PROPOSED LEGISLATION, AND BUILDING OUR ADVOCACY COMMITTEE. ACHA ALSO ENGAGED IN NON-LOBBYING ADVOCACY EFFORTS TO EDUCATE MEMBERS AND STAKEHOLDERS ABOUT THE IMPACT OF RECENT SUPREME COURT DECISIONS, REGULATIONS AFFECTING STUDENT HEALTH INSURANCE PLANS, AND VARIOUS STATE-LEVEL LEGISLATIVE ISSUES. 39095 275 774347 OTHER PROGRAMS, INCLUDING RESEARCH. 39095 275 774347 4327857 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 61 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 IL MD X ACCOUNTING 4432704557 8455 COLESVILLE ROAD SUITE 740 SILVER SPRING MD 20910 JAMES WILKINSON CHIEF EXECUTIVE OFFICER 37.50 9.00 X X 216183 0 16772 JESSICA HIGGS PRESIDENT 6.00 X X 0 0 0 DANA TASSON PRESIDENT 6.00 X X 0 0 0 DARREN AARON VICE PRESIDENT 3.00 X X 0 0 0 JOEL SCHWARTZKOPF TREASURER 3.00 X X 0 0 0 RAPHAEL COLEMAN BOARD MEMBER 1.00 X 0 0 0 MONICA WEBB BOARD MEMBER 1.00 X 0 0 0 CAROL GRIGGS BOARD MEMBER 1.00 X 0 0 0 ALAN LORENZ BOARD MEMBER 1.00 X 0 0 0 MARGUERITE OBRIEN REGION I REPRESENTATIVE 1.00 X 0 0 0 ANDREA BAKER REGION II REPRESENTATIVE 1.00 X 0 0 0 TA-KISHA JONES REGION III REPRESENTATIVE 1.00 X 0 0 0 NANCY GENTRY RUSSELL REGION IV REPRESENTATIVE 1.00 X 0 0 0 JESSICA GREHER TRAUE REGION V REPRESENTATIVE 1.00 X 0 0 0 CHERYL HUG- ENGLISH REGION VI REPRESENTATIVE 1.00 X 0 0 0 LIZA MAGNO CHIEF FINANCIAL OFFICER 37.50 9.00 X 61844 0 8792 SUSAN AINSWORTH CHIEF PROGRAM OFFICER 37.50 X 148625 0 30259 MARY HOBAN CHIEF RESEARCH OFFICER 37.50 X 127215 0 19170 CLAUDIA TREVOR-WRIGHT COVAC INITIATIVE PROJECT DIRECTOR 37.50 X 114017 0 9492 667884 0 84485 4 0 1 0 PRODUCTION RESOURCE GROUP LLC 539 TEMPLE HILL ROAD WINDSOR NY 12553 PROFESSIONAL PRODUCTION SERVICES 254685 TYRULA LLC 1604 SPRING HILL ROAD SUITE 150 VIENNA VA 22182 SOFTWARE 244879 PROSOURCING PARTNERS (CORDIA) 8330 BOONE BLVD SUITE 350 VIENNA VA 22182 ACCOUNTING SERVICES 193138 ACTIVE POLICY SOLUTIONS 2254 THISTLE RD GLENVIEW IL 60026 GOVERNMENT RELATIONS 129857 4 489570 700072 1189642 ANNUAL MEETING 900099 1636770 1422310 160810 53650 MEMBERSHIP DUES 900099 1376912 1376912 RESEARCH 900099 703650 703650 CONSULTATION SERVICES 900099 154552 154552 3871884 97097 97097 59891 1935 57956 57956 21 21 21 5216600 3715401 160810 150747 X 275 275 303591 20755 282836 1477479 947783 529696 102620 66313 36307 174465 98781 75684 127786 70385 57401 39321 20082 19239 188921 96484 92437 25588 25588 629424 321455 307969 7417 5032 2385 148566 94109 54457 186723 84197 102526 93066 41965 51101 152845 84214 68631 738461 718793 19576 92 115863 32948 15613 67302 57437 42317 15120 26966 19867 7099 TAXES 16651 12268 4383 ADVOCACY 96613 65550 31063 BANK CHARGES 78512 57844 20668 COMMISSION AND FEES 68696 46609 22087 46527 1379831 -1325238 -8066 4903813 4327857 516628 59328 1142574 1063612 230724 250206 167335 85490 146808 238099 23805 21866 237742 235333 2416345 1488743 474303 927602 3556721 3888291 100583 14572 6080595 6725071 318841 322046 1030433 1017940 106612 8403 1455886 1348389 X 4624709 5376682 4624709 5376682 6080595 6725071 312787 439186 0 X X 0 1 X 1 0 X 129509 456741 1940665 1376029 1189642 5092586 3245502 1875997 2687257 3174063 3702660 14685479 126608 41084 72000 93000 53650 386342 3501619 2373822 4699922 4643092 4945952 20164407 0 0 0 20164407 152232 122324 137648 97093 97097 606394 152232 122324 137648 97093 97097 606394 87949 19003 30276 163381 6216 306825 8755 17951 21 26727 3741800 2515149 4876601 4921517 5049286 21104353 0.95550 0.94380 0.02870 0.03400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 8,755. 2022 AMOUNT: $ 17,951. 2023 AMOUNT: $ 21. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 15000 15000 4803897 4818897 390945 97736 0 0 400339 390945 791284 1186926 17000 15000 32000 100085 97736 197821 296732 103729 103389 340 518588 242103 276485 1794028 1143251 650777 927602 LEASE LIABILITY 8403 8403 X PART X, LINE 2: ACHA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX EXEMPT STATUS. X X X 0 0 0 0 0 0 0 0 0 JAMES WILKINSON CHIEF EXECUTIVE OFFICER 216183 0 0 0 0 0 15520 0 1252 0 232955 0 0 0 SUSAN AINSWORTH CHIEF PROGRAM OFFICER 148625 0 0 0 0 0 12078 0 18181 0 178884 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A MEMBERSHIP BASED ENTITY. ITS MEMBERS ARE FROM VARIOUS HIGHER EDUCATION INSTITUTIONS ACROSS THE US. ITS MEMBERSHIP IS BROKEN DOWN INTO THE FOLLOWING CATEGORIES: SUSTAINABLE MEMBERS, INSTITUTIONAL MEMBERS, AND INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A SINCE THE BOARD IS MADE UP OF MEMBERS, EACH YEAR THE GOVERNING BODY ELECT REPLACEMENT MEMBERS FOR PARTICULAR REGIONS. THE BOARD OFFICERS ARE ELECTED BY POSITON AND APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE ASSEMBLY OF REPRESENTATIVES, WHICH IS PARTLY COMPRISED OF REPRESENTATIVES OF MEMBER INSTITUTIONS, HAS THE POWER TO AMEND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED FIRST BY THE DIRECTOR OF FINANCE, THEN BY THE TREASURER AND THE CHIEF EXECUTIVE OFFICER. FINALLY, SINCE THE ACHA BYLAWS EMPOWER THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF DIRECTORS, A COPY OF THE FEDERAL FORM 990 IS SHARED WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C A FORMAL CONFLICT OF INTEREST POLICY IS SET FORTH AS A BOARD POLICY AND PROCEDURE DOCUMENT. IT IS MANAGED BY THE CHIEF EXECUTIVE OFFICER'S OFFICE AND REQUIRES ANNUAL CONFLICT OF INTEREST DISCLOSURES BY ACHA VOLUNTEER LEADERS. DISCLOSURES ARE REVIEWED ANNUALLY TO ASSESS ANY POTENTIAL EFFECTS ON ASSOCIATION OPERATIONS, ACTIVITIES, OR DECISIONS, AND AS APPROPRIATE, LEADERS ARE CONTACTED TO REMEDY ANY PROBLEMATIC DISCLOSURES. ACKNOWLEDGEMENTS FROM THE RESPONDENT ARE REQUIRED FOR THOSE REMEDIES. ONCE A CONFLICT OF INTEREST ARISES, IN ADDITION TO DISCLOSURE, PERSONS WITH THE CONFLICT ARE REQUIRED TO USE THEIR BEST JUDGEMENT AS TO WHETHER AND TO WHAT EXTENT THEY SHOULD RECUSE THEMSELVES FROM DELIBERATIONS, VOTING, DECISION-MAKING, AND OTHER PARTICIPATION WITH RESPECT TO THE MATTER AT ISSUE, AND WHETHER THEY SHOULD RESIGN FROM AN OFFICE OR POSITION. IN MAKING THIS DETERMINATION, THE BEST INTERESTS OF ACHA WILL BE THE SOLE CRITERIA. THE BOARD OF DIRECTORS MAY REQUIRE FULL OR LIMITED RECUSAL OR OTHER MEASURES, INCLUDING RESIGNATION FROM AN ACHA OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS NOT COMPENSATED BY ACHA. COMPARABILITY DATA PROVIDED IN THE ASAE ASSOCIATION COMPENSATION & BENEFITS STUDY IS USED TO DETERMINE APPROPRIATE SALARY LEVELS AND THEN SALARIES ARE SET BASED UPON THE OUTCOME OF ANNUAL PERFORMANCE REVIEWS. THE CHIEF EXECUTIVE OFFICER'S SALARY IS LIKEWISE DETERMINED AND SET BY THE EXECUTIVE COMMITTEE (ACTING ON BEHALF OF THE BOARD OF DIRECTORS) ALSO SUBSEQUENT TO AN ANNUAL PERFORMANCE REVIEW. THE CHIEF EXECUTIVE OFFICER'S SALARY HAD A COMPENSATION REVIEW IN OCTOBER 2016 PRIOR TO HIM BEING HIRED. THE STAFF SALARY REVIEW WAS CONDUCTED ON NOVEMBER 2016 IN PREPARATION OF THE 2017 BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND BOARD POLICIES & PROCEDURES) ARE AVAILABLE ON THE WEBSITE, AND GOVERNANCE HIGHLIGHTS ARE PUBLISHED IN THE ACTION NEWSLETTER. THE CONFLICT OF INTEREST POLICY IS AVAILABLE VIA THE AFOREMENTIONED BOARD POLICIES & PROCEDURES ON THE WEBSITE. FINANCIAL STATEMENTS ARE SUMMARIZED IN THE TREASURER'S PRESENTATION AT THE ANNUAL ASSEMBLY OF REPRESENTATIVES WHICH IS OPEN TO THE PUBLIC FOR ATTENDANCE; FINANCIAL STATEMENTS AND PERFORMANCE SUMMARIES ARE ALSO MADE AVAILABLE AT THE END OF THE PUBLISHED ANNUAL REPORT THAT IS POSTED TO THE WEBSITE. FORM 990, PART IX, LINE 11G HR & IT CONSULTING: PROGRAM SERVICE EXPENSES 29,472. MANAGEMENT AND GENERAL EXPENSES 28,236. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,708. CONSULTANTS: PROGRAM SERVICE EXPENSES 238,634. MANAGEMENT AND GENERAL EXPENSES 228,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 467,256. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 53,349. MANAGEMENT AND GENERAL EXPENSES 51,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,460. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN COLLEGE HEALTH FOUNDATION 8455 COLESVILLE ROAD SUITE 740 SILVER SPRING MD 20910 521746232 SUPPORT ACHA MD 501 (C) (3) LINE 12A, I AMERICAN COLLEGE HEALTH ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 AMERICAN COLLEGE HEALTH FOUNDATION Q 183199 ACTUAL COST