ACADEMY HEALTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ACADEMY HEALTH (EIN 52-1260918)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349314818
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-11-14T15:53:12-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541029635PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THOMPSON GREENSPONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14035 RIDGE TOP RD SUITE 700AddressLine1Txt
CityFAIRFAXCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22030ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521260918EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACADEMYHEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone2022926700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 K STREET NW 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR LISA SIMPSONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone2022926700PhoneNum
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDRPersonFirstNm
Person LastLISA SIMPSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATALIE R ANZZOLIN CPAPreparerPersonNm
PTINP01329867PTIN
Phone7033858888PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR LISA SIMPSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 K STREET NW 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,169,245GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACADEMYHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1981FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee62TotalEmployeeCnt
Total Volunteers1200TotalVolunteersCnt
Total Gross UBI$155,173TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$103,924NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,268,097PYContributionsGrantsAmt
CY Contributions Grants$6,106,535CYContributionsGrantsAmt
PY Program Service Revenue$3,521,120PYProgramServiceRevenueAmt
CY Program Service Revenue$5,848,959CYProgramServiceRevenueAmt
PY Investment Income$59,997PYInvestmentIncomeAmt
CY Investment Income$54,423CYInvestmentIncomeAmt
PY Other Revenue$148,383PYOtherRevenueAmt
CY Other Revenue$159,328CYOtherRevenueAmt
PY Total Revenue$10,997,597PYTotalRevenueAmt
CY Total Revenue$12,169,245CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$6,884,127PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,332,305CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,017,645PYOtherExpensesAmt
CY Other Expenses$4,984,274CYOtherExpensesAmt
PY Total Expenses$10,901,772PYTotalExpensesAmt
CY Total Expenses$12,316,579CYTotalExpensesAmt
PY Revenues Less Expenses$95,825PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$147,334CYRevenuesLessExpensesAmt
Total Assets BOY$12,302,710TotalAssetsBOYAmt
Total Assets EOY$15,559,119TotalAssetsEOYAmt
Total Liabilities BOY$8,974,684TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,104,170TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,328,026NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,454,949NetAssetsOrFundBalancesEOYAmt
MissionACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,377,758ExpenseAmt
Revenue$2,352,261RevenueAmt
DescPROVIDE TECHNICAL SUPPORT TRAINING AND CONSULTATION TO SUPPORT THE DEVELOPMENT AND USE OF RIGOROUS RELEVANT AND TIMELY EVIDENCE TO INCREASE THE QUALITY ACCESSIBILITY AND VALUE OF HEALTH CARE TO IMPROVE HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,384,442ExpenseAmt
Revenue$3,077,994RevenueAmt
DescCONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$491,877ExpenseAmt
Revenue$578,032RevenueAmt
DescPROVIDE A FORUM FOR MEMBERSHIP OF HEALTH SERVICES RESEARCHERS POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,254,077TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document88IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee62EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DEBORAH L EDWARDS CFOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022926700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11666 K STREET NW SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
LISA SIMPSON MBBCH MPH
PRESIDENT AND CEO40.00Yes (X)Yes (X)$726,159$0$149,474
ELIZABETH YANO PHD
DIRECTOR1.00Yes (X)$0$0$0
BRUCE LANDON MD MBA MSC
DIRECTOR- PAST CHAIR OF THE BOA1.00Yes (X)$0$0$0
ALYCE S ADAMS PHD MPP
DIRECTOR- CHAIR OF TH2.00Yes (X)Yes (X)$0$0$0
LUCY SAVITZ PHD MBA
DIRECTOR- SECRETARY2.00Yes (X)Yes (X)$0$0$0
CLAIRE D BRINDIS DR PH
DIRECTOR1.00Yes (X)$0$0$0
HELEN BURSTIN MD MPH
DIRECTOR1.00Yes (X)$0$0$0
CHERYL DAMBERG PHD MPH
DIRECTOR - VICE CHAIR OF THE BOARD2.00Yes (X)Yes (X)$0$0$0
SHEKINAH FASHAW MSPH
DIRECTOR- STUDENT REPRESEN1.00Yes (X)$0$0$0
ATUL GROVER MD PHD
DIRECTOR1.00Yes (X)$0$0$0
CHARLES N KAHN III
DIRECTOR1.00Yes (X)$0$0$0
VICTOR MONTORI MD
DIRECTOR1.00Yes (X)$0$0$0
MING JACK PO MD PHD
DIRECTOR - TREASURER2.00Yes (X)Yes (X)$0$0$0
NINEZ PONCE PH D MPP
DIRECTOR1.00Yes (X)$0$0$0
LUCIA SAVAGE JD
DIRECTOR1.00Yes (X)$0$0$0
ERIC C SCHNEIDER MD MSC
DIRECTOR1.00Yes (X)$0$0$0
FADIA TOHME SHAYA PHD MPH
DIRECTOR1.00Yes (X)$0$0$0
RASU SHRESTHA MD MBA
DIRECTOR1.00Yes (X)$0$0$0
REED V TUCKSON MD FACP
DIRECTOR1.00Yes (X)$0$0$0
DEBORAH EDWARDS MA
CFO AND VP40.00Yes (X)$243,245$0$28,646
BONNIE CLUXTON JD MPH
VICE PRESIDENT40.00$239,158$0$21,572Yes (X)
MARGO EDMUNDS PHD
VICE PRESIDENT40.00$224,716$0$20,387Yes (X)
MICHAEL GLUCK PHD
SENIOR DIRECTOR40.00$203,349$0$25,301Yes (X)
KRISTIN ROSENGREN
VICE PRESIDENT40.00$184,937$0$33,474Yes (X)
AMY HAMMER MS
SENIOR DIRECTOR40.00$167,670$0$22,369Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,989,234TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$301,223TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
1620 K STREET ASSOCIATES LP
C/O JBG SMITH 4445 WILLARD AVE SUICHEVY CHASEMD20815RENT$1,271,992
AUDIOVISUAL ONE LTD
PO BOX 1115BEDFORD PARKIL604991115AV SERVICES FOR CONFERENCES$751,978
DESIGN IMPACT INC
PO BOX 9865CINCINNATIOH45209PROFESSIONAL SERVICES PROJECT$126,980
UNIVERSITY OF KENTUCKY RESEARCH FNDN
500 SOUTH LIMESTONE HALLLEXINGTONKY40506PROFESSIONAL SERVICES PROJECT$107,463
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Government Grants$1,097,642GovernmentGrantsAmt
All Other Contributions$5,008,893AllOtherContributionsAmt
Total Contributions$6,106,535TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEETING REGISTRATION900099$3,058,089$3,058,089
CONTRACT SERVICES900099$2,348,106$2,348,106
MEMBERSHIP DUES900099$442,764$442,764
FieldValueIRS element (for citing)
Total Program Service Revenue$5,848,959TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,423TotalRevenueColumnAmt
Exclusion$54,423ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ADVERTISING541800$155,173$155,173
OTHER REVENUE900099$4,155$4,155
FieldValueIRS element (for citing)
Other Revenue Total$159,328OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,169,245TotalRevenueColumnAmt
Related Or Exempt Func Income$5,853,114RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$155,173UnrelatedBusinessRevenueAmt
Exclusion$54,423ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,147,525TotalAmt
Program Services$437,817ProgramServicesAmt
Management And General$709,708ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,074,785TotalAmt
Program Services$3,213,492ProgramServicesAmt
Management And General$861,293ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,687,448TotalAmt
Program Services$1,541,997ProgramServicesAmt
Management And General$145,451ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$422,547TotalAmt
Management And General$422,547ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$8,113TotalAmt
Management And General$8,113ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,147TotalAmt
Management And General$44,147ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,084,451TotalAmt
Program Services$1,990,542ProgramServicesAmt
Management And General$93,909ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$329,628TotalAmt
Program Services$226,552ProgramServicesAmt
Management And General$103,076ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$995,471TotalAmt
Program Services$906,456ProgramServicesAmt
Management And General$89,015ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$360,175TotalAmt
Program Services$306,364ProgramServicesAmt
Management And General$53,811ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$570,620TotalAmt
Program Services$547,473ProgramServicesAmt
Management And General$23,147ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$304,702TotalAmt
Management And General$304,702ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,014TotalAmt
Management And General$44,014ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EDUCATION$109,817$83,384$26,433
EQUIPMENT MAINTENANCE$96,349$96,349
UNRELATED BUSINESS INCO$36,787$36,787

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,316,579TotalAmt
Program Services$9,254,077ProgramServicesAmt
Management And General$3,062,502ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,438,926BOYAmt
EOY$1,690,807EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,392,950BOYAmt
EOY$2,424,834EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,337,488BOYAmt
EOY$1,371,508EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$243,085BOYAmt
EOY$188,785EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,504,839LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,104,520LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,693,397BOYAmt
EOY$1,400,319EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,181,250BOYAmt
EOY$2,567,502EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,015,614BOYAmt
EOY$5,915,364EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,302,710BOYAmt
EOY$15,559,119EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$519,879BOYAmt
EOY$620,048EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,907,313BOYAmt
EOY$3,540,096EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,547,492BOYAmt
EOY$8,944,026EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,974,684BOYAmt
EOY$13,104,170EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,328,026BOYAmt
EOY$2,454,949EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,328,026BOYAmt
EOY$2,454,949EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,302,710BOYAmt
EOY$15,559,119EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$147,334ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$635,961NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$89,782OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,935,531CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,396,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,830,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,268,097CurrentTaxYearMinus1YearAmt
Current Tax Year$6,106,535CurrentTaxYearAmt
Total$32,537,460TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,935,531CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,396,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,830,606CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,268,097CurrentTaxYearMinus1YearAmt
Current Tax Year$6,106,535CurrentTaxYearAmt
Total$32,537,460TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$15,178,659SubstantialContributorsTotAmt
Public Support Total170$17,358,801PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$56,001CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,651CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,619CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$59,978CurrentTaxYearMinus1YearAmt
Current Tax Year$54,423CurrentTaxYearAmt
Total$312,672TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$77,093CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$79,580CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$44,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$99,793CurrentTaxYearMinus1YearAmt
Current Tax Year$103,924CurrentTaxYearAmt
Total$404,497TotalAmt
FieldValueIRS element (for citing)
Total Support$33,254,629TotalSupportAmt
Gross Receipts Rltd Activities$24,652,381GrossReceiptsRltdActivitiesAmt
Public Support CY1700.52200PublicSupportCY170Pct
Public Support PY1700.49950PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,316,579FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$12,316,579FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$765,829FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$191,457FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$782,761CurrentYearMinus3Amt
Current Year Minus2$715,221CurrentYearMinus2Amt
Current Year Minus1$695,089CurrentYearMinus1Amt
Current Year$765,829CurrentYearAmt
Total$2,958,900TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$4,438,350LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$185,000CurrentYearMinus3Amt
Current Year Minus2$156,436CurrentYearMinus2Amt
Current Year Minus1$146,705CurrentYearMinus1Amt
Total$488,141TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$195,690CurrentYearMinus3Amt
Current Year Minus2$178,805CurrentYearMinus2Amt
Current Year Minus1$173,772CurrentYearMinus1Amt
Current Year$191,457CurrentYearAmt
Total$739,724TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,109,586GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,935,910OtherCostOrOtherBasisAmt
Depreciation$1,082,227DepreciationAmt
Book Value$853,683BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,568,929OtherCostOrOtherBasisAmt
Depreciation$1,022,293DepreciationAmt
Book Value$546,636BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,400,319TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION PLAN$840,042
SUBLEASE RECEIVABLE$156,036
OPERATING LEASE RIGHT OF USE ASSET$4,919,286
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,915,364TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
COPIER LEASE LIABILITY$10,771
ACCRUED DEFERRED COMPENSATION$840,042
RENT DEPOSIT - SUBLEASE$79,774
ACCRUED LOSS ON SUBLEASE$1,217,763
OPERATING LEASE LIABILITY$6,795,676
FieldValueIRS element (for citing)
Total Liability$8,944,026TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,533,284TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$635,961NetUnrealizedGainsInvstAmt
Revenue Not Reported-$635,961RevenueNotReportedAmt
Revenue Subtotal$12,169,245RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,169,245TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$12,406,361TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$89,782OtherExpensesIncludedAmt
Expenses Not Reported$89,782ExpensesNotReportedAmt
Expenses Subtotal$12,316,579ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,316,579TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA SIMPSON MBBCH MPH
PRESIDENT AND CEO$607,134$0$119,025$0$0$0$117,240$0$32,234$0$875,633$0$0$0
DEBORAH EDWARDS MA
CFO AND VP$240,820$0$2,425$0$0$0$19,786$0$8,860$0$271,891$0$0$0
BONNIE CLUXTON JD MPH
VICE PRESIDENT$236,733$0$2,425$0$0$0$18,899$0$2,673$0$260,730$0$0$0
MARGO EDMUNDS PHD
VICE PRESIDENT$222,291$0$2,425$0$0$0$17,714$0$2,673$0$245,103$0$0$0
MICHAEL GLUCK PHD
SENIOR DIRECTOR$200,924$0$2,425$0$0$0$16,538$0$8,763$0$228,650$0$0$0
KRISTIN ROSENGREN
VICE PRESIDENT$182,512$0$2,425$0$0$0$15,986$0$17,488$0$218,411$0$0$0
AMY HAMMER MS
SENIOR DIRECTOR$167,670$0$0$0$0$0$13,536$0$8,833$0$190,039$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 7FormAndLineReferenceDesc
ExplanationBONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ACADEMYHEALTH 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 7AMEMBERS HAVE AN OPPORTUNITY TO AFFIRM OR COMMENT ON THE SLATE OF BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 ASSISTANT SECRETARY OF THE BOARD. POTENTIAL CONFLICTS OF INTEREST ISSUES ARE PRESENTED TO THE BOARD OR EXECUTIVE COMMITTEE. 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 BOARD MINUTES.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. COMPARABALITIY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM AVAILIABLE DATA ON NONPROFIT CEO SALARIES AND COMPENSATIONS AND IRS FORM 990S. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF BOARD MEETINGS. THE COMPENSATION DETERMINATION PROCESS FOR THE PRESIDENT/CEO WAS MOST RECENTLY UNDERTAKEN IN 2022.
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GSUBCONTRACTS: PROGRAM SERVICE EXPENSES 1,794,027. MANAGEMENT AND GENERAL EXPENSES 14,630. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,808,657. CONSULTANTS: PROGRAM SERVICE EXPENSES 196,515. MANAGEMENT AND GENERAL EXPENSES 21,514. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 218,029. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 57,765. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,765.
FORM 990, PART XI, LINE 9:BAD DEBT EXPENSE -89,782.
FORM 990, PART XII, LINE 2CFINANCE COMMITTEE, BOARD OF DIRECTORS, AND INTERNAL EMPLOYEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.