BUSINESS GROUP ON HEALTH: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BUSINESS GROUP ON HEALTH (EIN 52-1147591)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-27
- IRS object ID
- 202212709349300311
- Schema version
- 2021v4.2
- 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 | 2022-09-27T08:14:15-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521147591 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSINESS GROUP ON HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BUSI | BusinessNameControlTxt |
| Phone | 2025583000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELLEN KELSAY | PersonNm |
| Person Title | CEO & PRESIDENT | PersonTitleTxt |
| Phone | 2025583000 | PhoneNum |
| Signature | 2022-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELLEN | PersonFirstNm |
| Person Last | KELSAY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-09-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELLEN KELSAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,801,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BUSINESSGROUPHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY, AFFORDABILITY AND CONSUMER EXPERIENCE AS RELATES TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,276,949 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,509,995 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,841,668 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,929,819 | CYProgramServiceRevenueAmt |
| PY Investment Income | $507,286 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,546,437 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,500 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,627,403 | PYTotalRevenueAmt |
| CY Total Revenue | $11,986,251 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,652,541 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,537,682 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,604,404 | PYOtherExpensesAmt |
| CY Other Expenses | $2,475,427 | CYOtherExpensesAmt |
| PY Total Expenses | $10,256,945 | PYTotalExpensesAmt |
| CY Total Expenses | $10,013,109 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $370,458 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,973,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,893,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,235,135 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,565,377 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,412,591 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,327,758 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,822,544 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CONVENE EMPLOYERS AND HEALTH INDUSTRY STAKEHOLDERS TO ADDRESS THE FINANCING, DELIVERY, AFFORABILITY AND CONSUMER EXPERIENCE AS RELATES TO HEALTH, WELL-BEING AND WORKFORCE STRATEGY ISSUES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,424,158 | ExpenseAmt |
| Revenue | $313,550 | RevenueAmt |
| Desc | CONFERENCES AND SUMMITS PROVIDE MEMBERS AND NON-MEMBERS AN OPPORTUNITY TO CONVENE ON A LARGER SCALE AND PARTICIPATE IN CONTENT RELATED SESSIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,195,343 | ExpenseAmt |
| Revenue | $58,000 | RevenueAmt |
| Desc | BUSINESS GROUP FUNDED ACTIVITIES INCLUDE PUBLIC HEALTH INITIATIVES DEEMED IMPORTANT TO THE MARKETPLACE BY THE BUSINESS GROUP AND IN MOST CASES HAVE BEEN INITIATED BY THE CEO AND INTERNAL STAFF RATHER THAN MEMBERS. THIS DEPARTMENT ALSO INCLUDES OTHER ACTIVITIES SUPPORTING THE BUSINESS GROUP AND ITS MEMBERSHIP AS A WHOLE, SUCH AS BENCHMARKING AND ANALYSIS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $820,466 | ExpenseAmt |
| Desc | COST AND DELIVERY WAS ESTABLISHED IN NOVEMBER 2001 TO PROVIDE AN INTENSE FOCUS ON FINDING EFFECTIVE SOLUTIONS TO THE HEALTH CARE BENEFIT COST PROBLEMS OF LARGE EMPLOYERS. IN ADDITION TO IDENTIFYING AND DISSEMINATING BEST PRACTICES AND INNOVATIVE IDEAS FOR MANAGING COSTS AND IMPROVING QUALITY, THE GROUP IS ALSO A FORCE FOR COMMUNICATING THAT AFFORDABILITY AND COST-EFFECTIVENESS MUST BE MAJOR CONSIDERATIONS IN THE HEALTH SYSTEM. THREE COMMITTEES ARE HOUSED UNDER THE GROUP: INSTITUTE ON HEALTH CARE COSTS AND DELIVERY, EVIDENCED BASED BENEFIT DESIGN COMMITTEE AND PHARMACY BENEFITS COMMITTEE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|
| $688,864 | THE GLOBAL INSTITUTE WAS ESTABLISHED TO MEET THE GROWING NEEDS OF GLOBAL CORPORATIONS THROUGH COLLABORATIVE INFORMATION EXCHANGE, JOINT PROBLEM SOLVING, AND THE DEVELOPMENT OF INNOVATIVE APPROACHES TO GLOBAL HEALTH CARE CONCERNS IDENTIFIED BY THE GLOBAL MEMBERS. THE GLOBAL INSTITUTE PROVIDES PRACTICAL TOOLS, GUIDANCE ON BEST PRACTICES, NETWORKING OPPORTUNITIES FOR PEER GLOBAL COMPANIES AND OPPORTUNITIES TO DEVISE AND BENCHMARK SOLUTIONS TO HEALTH CHALLENGES ENCOUNTERED BY MEMBER CORPORATIONS AND THEIR EMPLOYEES OUTSIDE THE UNITED STATES. | |
| $809,632 | MEMBERSHIP AND MEMBER SERVICES INCREASE THE OVERALL MEMBERSHIP OF THE BUSINESS GROUP THROUGH RECRUITMENT OF NEW MEMBERS AND RETENTION OF EXISTING MEMBERS BY COMMUNICATING AND PROVIDING VALUABLE INSIGHT AND SERVICES TO THE BUSINESS GROUP MEMBERSHIP. | $5,522,269 |
| $395,996 | HEALTH INNOVATIONS CONSISTS OF THREE INITIATIVES TO HELP DRIVE MARKET CHANGE AND ADVANCEMENT. THE HEALTH INNOVATIONS FORUM (THE FORUM ) WAS ESTABLISHED IN 2015 TO IDENTIFY AND EVALUATE TECHNOLOGY OR SOLUTIONS-BASED STARTUPS WITH THE POTENTIAL TO IMPROVE EMPLOYEE HEALTH AND/OR THE EFFICIENCY, DELIVERY OR CONSUMER EXPERIENCE WITHIN THE HEALTH CARE SYSTEM. THE ULTIMATE GOAL IS TO ACCELERATE ADOPTION OF DISRUPTIVE AND EFFECTIVE INNOVATIONS BY LARGE EMPLOYERS. THE FORUM PROVIDES A VENUE THROUGH WHICH STARTUPS CAN BE ASSESSED BY HR AND BENEFITS EXECUTIVES FROM MANY OF THE WORLD'S LARGEST COMPANIES. THE EXECUTIVE COMMITTEE ON VALUE PURCHASING, A MULTI-STAKEHOLDER GROUP OF EXECUTIVE LEADERS REPRESENTING EMPLOYERS, HEALTH PLANS, AND PROVIDERS WAS FORMED TO ACCELERATE THE ADOPTION OF EFFECTIVE INNOVATIONS IN HEALTH CARE DELIVERY. THE LEADERSHIP FORUM ON EMPLOYEE EXPERIENCE IS MADE UP OF THOUGHT LEADERS, LARGE EMPLOYERS AND INDUSTRY EXPERTS. THE PURPOSE OF THE FORUM IS TO IDENTIFY HIGH-IMPACT STRATEGIES THAT ENHANCE EMPLOYEES' EXPERIENCE WITH THEIR HEALTH AND WELL-BEING BENEFITS AND PROGRAMS. | $36,000 |
| $770,321 | WELL-BEING AND PRODUCTIVITY CURRENTLY CONSISTS OF THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE AND THE LEAVE OPTIMIZATION FORUM. THE WELL-BEING AND WORKFORCE STRATEGY INSTITUTE ADVANCES INNOVATIVE AND RESEARCH-BASED APPROACHES TO UNLOCKING EMPLOYEE POTENTIAL BY INTEGRATING WELL-BEING INTO A COMPANY'S WORKFORCE STRATEGY. THE LEAVE OPTIMIZATION FORUM CONVENES EMPLOYERS AND HEALTH INDUSTRY PARTNERS TO ADDRESS SHARED CHALLENGES AND OPPORTUNITIES AROUND LEAVE POLICIES AND THEIR INTERSECTION WITH HEALTH, WELL-BEING AND PRODUCTIVITY. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,664,813 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,558,269 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,104,780 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | 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 | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA SHANNON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2025583000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 F STREET NW SUITE 200 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELLEN KELSAY | |||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $894,630 | $0 | $35,642 | |||
| MARLEECE BARBER MD | |||||||||
| DIRECTOR (THRU 7/2021) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JON FLISS | |||||||||
| DIRECTOR (THRU 6/2021) | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE GRIFFIN | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES HUFFMAN | |||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| THERESA MONTI | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE ANN OVERCASH | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENT PAWLECKI MD | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDON PERKINS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM STAVISKY | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRACEY STEPHENS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| PASCALE THOMAS | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANICE UHLIG | |||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TAMMY YEE | |||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTHA SHANNON | |||||||||
| CFO | 40.00 | Yes (X) | $255,658 | $0 | $45,313 | ||||
| LUANN HEINEN BROWN | |||||||||
| VICE PRESIDENT | 40.00 | $294,664 | $0 | $50,199 | Yes (X) | ||||
| CORRIE ZENZOLA | |||||||||
| VICE PRESIDENT | 40.00 | $175,363 | $0 | $21,493 | Yes (X) | ||||
| PAMELA KALEN | |||||||||
| VICE PRESIDENT | 40.00 | $292,982 | $0 | $29,010 | Yes (X) | ||||
| MAGDALENA RUSINOWSKI | |||||||||
| VICE PRESIDENT | 40.00 | $286,276 | $0 | $44,179 | Yes (X) | ||||
| BRENNA SHEBEL | |||||||||
| VICE PRESIDENT | 40.00 | $243,124 | $0 | $30,084 | Yes (X) | ||||
| LINDSEY MAHANNA | |||||||||
| DIRECTOR | 32.00 | $171,216 | $0 | $32,894 | Yes (X) | ||||
| PAMELA RICH | |||||||||
| DIRECTOR | 40.00 | $164,457 | $0 | $30,450 | Yes (X) | ||||
| DYLAN LANDERS-NELSON | |||||||||
| DIRECTOR | 40.00 | $149,119 | $0 | $32,352 | Yes (X) | ||||
| RACHEL SCHACHT | |||||||||
| DIRECTOR | 32.00 | $149,013 | $0 | $18,211 | Yes (X) | ||||
| BRIAN MARCOTTE | |||||||||
| FORMER OFFICER | 0.00 | $151,000 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,227,502 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $369,827 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DESIGN DATA SYSTEMS INC | |||||
| 610 PROFESSIONAL DRIVE SUITE 102 | GAITHERSBURG | MD | 20879 | IT SUBCONTRACTOR | $229,670 |
| VELIR | |||||
| 212 ELM STREET SUITE 201 | SOMMERVILLE | MA | 02144 | WEBSITE CONSULTANTS | $122,175 |
| KORN FERRY | |||||
| 11911 FREEDOM DRIVE SUITE 790 | RESTON | VA | 20190 | RECRUITING CONSULTANTS | $112,800 |
| HEIDI FALKENSTEIN | |||||
| 14288 FOXHALL ROAD | SOLOMONS | MD | 20688 | MARKETING CONSULTANT | $107,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,509,995 | AllOtherContributionsAmt |
| Total Contributions | $4,509,995 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $5,522,269 | $5,522,269 |
| CONFERENCES AND SEMINA | 900099 | $313,550 | $313,550 |
| WEBINARS | 900099 | $58,000 | $58,000 |
| APPLICATION FEES | 900099 | $36,000 | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,929,819 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $565,593 | TotalRevenueColumnAmt |
| Exclusion | $565,593 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,796,218 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,815,374 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $980,844 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $980,844 | TotalRevenueColumnAmt |
| Exclusion | $980,844 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,986,251 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,929,819 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,546,437 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,425,408 | TotalAmt |
| Program Services | $1,612,554 | ProgramServicesAmt |
| Management And General | $812,854 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,004,163 | TotalAmt |
| Program Services | $2,089,587 | ProgramServicesAmt |
| Management And General | $914,576 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,507 | TotalAmt |
| Management And General | $451,507 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,281,510 | TotalAmt |
| Program Services | $1,281,510 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,094 | TotalAmt |
| Program Services | $289,049 | ProgramServicesAmt |
| Management And General | $86,045 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,880 | TotalAmt |
| Program Services | $7,538 | ProgramServicesAmt |
| Management And General | $13,342 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,525 | TotalAmt |
| Management And General | $30,525 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,982 | TotalAmt |
| Management And General | $109,982 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,155 | TotalAmt |
| Program Services | $76,524 | ProgramServicesAmt |
| Management And General | $794,631 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,747 | TotalAmt |
| Program Services | $4,347 | ProgramServicesAmt |
| Management And General | $95,400 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,150 | TotalAmt |
| Program Services | $130,805 | ProgramServicesAmt |
| Management And General | $234,345 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,809 | TotalAmt |
| Program Services | $482,311 | ProgramServicesAmt |
| Management And General | $151,498 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,419 | TotalAmt |
| Program Services | $2,794 | ProgramServicesAmt |
| Management And General | $3,625 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,760 | TotalAmt |
| Program Services | $127,761 | ProgramServicesAmt |
| Management And General | $9,999 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Management And General | $800 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,522 | TotalAmt |
| Management And General | $56,522 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,388 | TotalAmt |
| Management And General | $26,388 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE RECRUITMENT | Desc |
| Total | $25,614 | TotalAmt |
| Management And General | $25,614 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,676 | TotalAmt |
| Management And General | $90,676 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,013,109 | TotalAmt |
| Program Services | $6,104,780 | ProgramServicesAmt |
| Management And General | $3,908,329 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,423,258 | BOYAmt |
| EOY | $4,832,308 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164,642 | BOYAmt |
| EOY | $3,313,951 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,318 | BOYAmt |
| EOY | $316,440 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,107 | BOYAmt |
| EOY | $313,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $739,230 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $665,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,000 | BOYAmt |
| EOY | $73,381 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,278,819 | BOYAmt |
| EOY | $20,060,903 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,173,867 | BOYAmt |
| EOY | $3,291,562 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,124 | BOYAmt |
| EOY | $33,124 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,893,135 | BOYAmt |
| EOY | $32,235,135 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,895 | BOYAmt |
| EOY | $1,928,013 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,790,439 | BOYAmt |
| EOY | $5,408,446 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,043 | BOYAmt |
| EOY | $76,132 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,565,377 | BOYAmt |
| EOY | $7,412,591 | 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 | $22,327,758 | BOYAmt |
| EOY | $24,822,544 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,327,758 | BOYAmt |
| EOY | $24,822,544 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,893,135 | BOYAmt |
| EOY | $32,235,135 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,973,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $521,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $3,603,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,470,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,835,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,276,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,509,995 | CurrentTaxYearAmt |
| Total | $18,696,512 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,603,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,470,167 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,835,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,276,949 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,509,995 | CurrentTaxYearAmt |
| Total | $18,696,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,319,177 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,377,335 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $268,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $635,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $689,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $492,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $565,593 | CurrentTaxYearAmt |
| Total | $2,652,381 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,500 | CurrentTaxYearMinus1YearAmt |
| Total | $1,500 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,350,393 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $32,997,376 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78780 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $13,923 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $13,923 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE BUSINESS GROUP INFORMS POLICY MAKERS ABOUT THE PERSPECTIVES AND PRACTICES OF LARGE EMPLOYERS ON KEY HEALTH CARE ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,100,000 | BeginningYearBalanceAmt |
| End Year Balance | $6,100,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,000,000 | BeginningYearBalanceAmt |
| Contributions | $100,000 | ContributionsAmt |
| End Year Balance | $6,100,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,000,000 | BeginningYearBalanceAmt |
| End Year Balance | $6,000,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,000,000 | BeginningYearBalanceAmt |
| End Year Balance | $6,000,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,250,000 | BeginningYearBalanceAmt |
| Contributions | $750,000 | ContributionsAmt |
| End Year Balance | $6,000,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $91,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,241 | DepreciationAmt |
| Book Value | $26,044 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $578,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $532,587 | DepreciationAmt |
| Book Value | $46,291 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,067 | OtherCostOrOtherBasisAmt |
| Depreciation | $68,021 | DepreciationAmt |
| Book Value | $1,046 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,381 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY 500 INDEX-INST PRM | Desc |
| Book Value | $3,291,562 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,291,562 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASE LIABILITY | Desc |
| Amt | $76,132 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $76,132 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,455,313 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $521,644 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $57,400 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $579,044 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,876,269 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $109,982 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $109,982 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,986,251 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,960,527 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $57,400 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $57,400 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,903,127 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $109,982 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $109,982 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,013,109 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | BOARD DESIGNATED FUNDS ARE INTENDED FOR GENERAL OPERATIONS AND FUTURE OPERATING RESERVES AND CANNOT BE USED BY THE BUSINESS GROUP FOR CURRENT OPERATIONS WITHOUT PERMISSION OF THE BOARD. |
| PART X, LINE 2: | THE BUSINESS GROUP IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE BUSINESS GROUP'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE BUSINESS GROUP HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. FOR THE YEAR ENDED DECEMBER 31, 2021, THE BUSINESS GROUP HAD NO NET UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE BUSINESS GROUP'S TAX POSITIONS AND CONCLUDED THAT THE BUSINESS GROUP HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELLEN KELSAY | ||||||||||||||
| PRESIDENT & CEO | $474,183 | $0 | $411,347 | $0 | $9,100 | $0 | $34,763 | $0 | $879 | $0 | $930,272 | $0 | $0 | $0 |
| LUANN HEINEN BROWN | ||||||||||||||
| VICE PRESIDENT | $237,744 | $0 | $56,920 | $0 | $0 | $0 | $29,621 | $0 | $20,578 | $0 | $344,863 | $0 | $0 | $0 |
| MAGDALENA RUSINOWSKI | ||||||||||||||
| VICE PRESIDENT | $225,374 | $0 | $60,902 | $0 | $0 | $0 | $25,369 | $0 | $18,810 | $0 | $330,455 | $0 | $0 | $0 |
| PAMELA KALEN | ||||||||||||||
| VICE PRESIDENT | $238,501 | $0 | $54,481 | $0 | $0 | $0 | $28,307 | $0 | $703 | $0 | $321,992 | $0 | $0 | $0 |
| MARTHA SHANNON | ||||||||||||||
| CFO | $209,684 | $0 | $45,974 | $0 | $0 | $0 | $25,986 | $0 | $19,327 | $0 | $300,971 | $0 | $0 | $0 |
| BRENNA SHEBEL | ||||||||||||||
| VICE PRESIDENT | $201,444 | $0 | $41,680 | $0 | $0 | $0 | $22,943 | $0 | $7,141 | $0 | $273,208 | $0 | $0 | $0 |
| LINDSEY MAHANNA | ||||||||||||||
| DIRECTOR | $143,669 | $0 | $27,547 | $0 | $0 | $0 | $19,489 | $0 | $13,405 | $0 | $204,110 | $0 | $0 | $0 |
| CORRIE ZENZOLA | ||||||||||||||
| VICE PRESIDENT | $159,986 | $0 | $15,377 | $0 | $0 | $0 | $9,400 | $0 | $12,093 | $0 | $196,856 | $0 | $0 | $0 |
| PAMELA RICH | ||||||||||||||
| DIRECTOR | $147,937 | $0 | $16,520 | $0 | $0 | $0 | $17,820 | $0 | $12,630 | $0 | $194,907 | $0 | $0 | $0 |
| DYLAN LANDERS-NELSON | ||||||||||||||
| DIRECTOR | $134,691 | $0 | $14,428 | $0 | $0 | $0 | $17,768 | $0 | $14,584 | $0 | $181,471 | $0 | $0 | $0 |
| RACHEL SCHACHT | ||||||||||||||
| DIRECTOR | $148,311 | $0 | $702 | $0 | $0 | $0 | $17,205 | $0 | $1,006 | $0 | $167,224 | $0 | $0 | $0 |
| BRIAN MARCOTTE | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $151,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $151,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS AN INCENTIVE COMPENSATION PROGRAM OFFERED TO SELECT EMPLOYEES. THE BONUS POOL IS CALCULATED BASED ON PERFORMANCE METRICS AND IS APPROVED BY THE BOARD EACH YEAR. THE AMOUNT IS ACTUALLY PAID OUT THE FOLLOWING YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE CFO AND CEO AS WELL AS THE BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS ADOPTED A "POLICY AND PROCEDURE ON CONFLICTS OF INTEREST FOR EMPLOYEES AND DIRECTORS" TO HELP ASSURE THAT CONFLICTS ARE PROPERLY MANAGED IN THE BEST INTERESTS OF THE BUSINESS GROUP'S CONSTITUENCIES. THE ORGANIZATION HAS ALSO ADOPTED A "FINANCIAL CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM FOR EMPLOYEES AND DIRECTORS AND "NON-FINANCIAL CONFLICT OR DUALITY OF INTEREST AND DISCLOSURE FORM FOR EMPLOYEES AND DIRECTORS." THE FOLLOWING ACTIONS SHOULD BE PURSUED IN ADDRESSING AND RESOLVING CONFLICTS OF INTEREST THAT MAY AFFECT THE OBJECTIVITY OF BOARD DELIBERATIONS AND DECISION MAKING: 1. EACH BOARD MEMBER SHALL ANNUALLY SUBMIT A COMPLETED CONFLICT OF INTEREST QUESTIONNAIRE AND DISCLOSURE FORM. EACH BOARD MEMBER SHALL HAVE A CONTINUING OBLIGATION TO DISCLOSE FULLY ANY "OTHER INTERESTS". 2. WHENEVER A BOARD MEMBER IS UNSURE AS TO THE EXISTENCE OF AN "OTHER INTEREST", FULL DISCLOSURE SHALL BE MADE TO THE BOARD OF DIRECTORS, WHICH SHALL HAVE EXCLUSIVE AUTHORITY TO DETERMINE THE EXISTENCE OF AN "OTHER INTEREST AND TO RESOLVE WHAT ACTION, IF ANY, TO TAKE IN RESPONSE. 3. ANY BOARD MEMBER WITH AN "OTHER INTEREST" REGARDING ANY MATTER PRESENTED TO THE BOARD FOR ACTION SHALL MAKE CERTAIN THAT THE EXISTENCE OF THE "OTHER INTEREST" IS FULLY DISCLOSED TO THE BOARD OF DIRECTORS AND MADE A MATTER OF RECORD. 4. THE BOARD OF DIRECTORS SHALL DETERMINE, IN ITS SOLE PREROGATIVE, WHETHER TO (A) SIMPLY TAKE COGNIZANCE OF THE "OTHER INTEREST AND PERMIT THE BOARD MEMBER TO CONTINUE TO PARTICIPATE IN DELIBERATION AND DECISION MAKING IN MATTERS RELATED TO THE "OTHER INTEREST", (B) REQUEST THAT THE BOARD MEMBER RECUSE FROM DELIBERATION AND DECISION MAKING WITH RESPECT TO THOSE MATTERS, OR (C) REQUEST THAT THE BOARD MEMBER TAKE A LEAVE FROM THE BOARD OF DIRECTORS OR RESIGN. 5. ALL BOARD OF DIRECTOR DISCUSSIONS OF CONFLICTS SHALL OCCUR OUTSIDE THE PRESENCE OF THE INDIVIDUAL WHO MAY HAVE AN "OTHER INTEREST" (AFTER HEARING THAT INDIVIDUAL'S VIEWS ON THE MATTER IF OFFERED) AND ARE NOT RECORDED IN THE MINUTES OF THE BOARD MEETING EXCEPT TO NOTE THAT THE BOARD OF DIRECTORS CONSCIENTIOUSLY ADDRESSED THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE PRESIDENT IS REVIEWED ON AN ANNUAL BASIS BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS COMPARED TO OUTSIDE DATA FOR REVIEW. AN ORGANIZATIONAL COMPENSATION SURVEY IS PERFORMED ON AN ANNUAL BASIS AND POSITIONS AND COMPENSATION ARE REVIEWED ON AN ONGOING BASIS BY MANAGEMENT AND COMPARED TO EXTERNAL SURVEYS AND MARKET DATA. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
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