2022-10-12T12:56:29-05:00 2021-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2021-01-01 521260918 ACADEMYHEALTH ACAD 2022926700 1666 K STREET NW 1100 WASHINGTON DC 20006 DR LISA SIMPSON PRESIDENT & CEO 2022926700 2022-09-28 1 DR LISA SIMPSON XXX-XX-XXXX NATALIE R ANZZOLIN CPA P01329867 7033858888 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DR LISA SIMPSON 1666 K STREET NW 1100 WASHINGTON DC 20006 10997903 0 X WWW.ACADEMYHEALTH.ORG X 1981 DC ACADEMYHEALTH ADVANCES THE FIELD OF HEALTH SERVICES RESEARCH BY ACTING AS AN OBJECTIVE BROKER OF INFORMATION, BRINGING TOGETHER STAKEHOLDERS TO ADDRESS THE CURRENT AND FUTURE NEEDS OF AN EVOLVING HEALTH SYSTEM, INFORM HEALTH POLICY AND PRACTICE, AND TRANSLATE EVIDENCE INTO ACTION. ACADEMYHEALTH TOGETHER WITH ITS MEMBERS INCREASES THE UNDERSTANDING OF METHODS AND DATA USED IN THE FIELD, ENHANCES THE PROFESSIONAL SKILLS OF RESEARCHERS AND RESEARCH USERS, AND EXPANDS AWARENESS. 21 20 61 220 142698 99793 6830606 7268097 4438942 3521120 73619 59997 89271 148383 11432438 10997597 0 0 0 0 6882295 6884127 0 0 6 4438466 4017645 11320761 10901772 111677 95825 10944130 12302710 6735894 8974684 4208236 3328026 X ACADEMYHEALTH IMPROVES HEALTH AND HEALTHCARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. WE FULFILL OUR MISSION BY: 1) HOSTING CONFERENCES AND EVENTS, 2) OFFERING PROGRAMS, SCHOLARSHIPS, FELLOWSHIPS AND LEARNING NETWORKS THAT CONTRIBUTE TO FINANCIAL, HUMAN AND DATA INFRASTRUCTURE AND 3) WORKING ALONGSIDE POLICYMAKERS AND PROVIDERS TO APPLY RESEARCH EVIDENCE TO REAL WORLD HEALTHCARE CHALLENGES. 0 0 5532840 1430944 PROVIDE 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. 1920722 1700160 CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. 503301 538399 PROVIDE 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. 7956863 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 89 0 1 61 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 DC X DEBORAH L EDWARDS CFO 2022926700 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 40.00 X X 687644 0 121353 ELIZABETH YANO PHD DIRECTOR-PAST CHAIR OF THE BOARD 1.00 X X 0 0 0 BRUCE LANDON MD MBA MSC DIRECTOR- CHAIR OF THE BOARD 2.00 X X 0 0 0 JOHN Z AYANIAN MD MPP DIRECTOR- TREASURER 2.00 X X 0 0 0 ALYCE S ADAMS PHD MPP DIRECTOR- VICE CHAIR OF THE BOARD 2.00 X X 0 0 0 LUCY SAVITZ PHD MBA DIRECTOR- SECRETARY 2.00 X X 0 0 0 CLAIRE D BRINDIS DR PH DIRECTOR 1.00 X 0 0 0 ANNE BEAL MD MPH DIRECTOR 1.00 X 0 0 0 HELEN BURSTIN MD MPH DIRECTOR 1.00 X 0 0 0 CHERYL DAMBERG PHD MPH DIRECTOR 1.00 X 0 0 0 SHEKINAH FASHAW MSPH DIRECTOR- STUDENT REPRESENTATIVE 1.00 X 0 0 0 ATUL GROVER MD PHD DIRECTOR 1.00 X 0 0 0 CHARLES N KAHN III DIRECTOR 1.00 X 0 0 0 VICTOR MONTORI MD DIRECTOR 1.00 X 0 0 0 MING JACK PO MD PHD DIRECTOR 1.00 X 0 0 0 NINEZ PONCE PH D MPP DIRECTOR 1.00 X 0 0 0 LUCIA SAVAGE JD DIRECTOR 1.00 X 0 0 0 ERIC C SCHNEIDER MD MSC DIRECTOR 1.00 X 0 0 0 FADIA TOHME SHAYA PHD MPH DIRECTOR 1.00 X 0 0 0 RASU SHRESTHA MD MBA DIRECTOR 1.00 X 0 0 0 REED V TUCKSON MD FACP DIRECTOR 1.00 X 0 0 0 DEBORAH EDWARDS MA CFO AND VP 40.00 X 226445 0 26953 BONNIE CLUXTON JD MPH VICE PRESIDENT 40.00 X 208743 0 19462 MARGO EDMUNDS PHD VICE PRESIDENT 40.00 X 208336 0 19075 MICHAEL GLUCK PHD SENIOR DIRECTOR 40.00 X 187921 0 23998 KRISTIN ROSENGREN VICE PRESIDENT 40.00 X 171103 0 32121 AMY HAMMER MS SENIOR DIRECTOR 40.00 X 156422 0 21360 1846614 0 264322 21 0 1 0 1620 K STREET ASSOCIATES LP C/O JBG SMITH 4445 WILLARD AVE SUI CHEVY CHASE MD 20815 RENT 1219948 MAZZETTI INC 220 MONTGOMERY STREET SUITE 650 SAN FRANCISCO CA 94104 PROFESSIONAL SERVICES PROJECT 307363 UNIVERISTY OF NORTH CAROLINA CHAPEL HIL PO BOX 402420 ATLANTA GA 303842420 PROFESSIONAL SERVICES PROJECT 251082 PUBLIC AGENDA WEWORK 1 DOCK 72 WAY BROOKLYN NY 11205 PROFESSIONAL SERVICES PROJECT 202120 AUDIOVISUAL ONE LTD PO BOX 1115 BEDFORD PARK IL 604991115 AV SERVICES FOR CONFERENCES 200236 8 2443299 4824798 7268097 MEETING REGISTRATION 900099 1687155 1687155 CONTRACT SERVICES 900099 1425259 1425259 MEMBERSHIP DUES 900099 408706 408706 3521120 59978 59978 325 306 19 19 19 ADVERTISING 541800 142698 142698 OTHER REVENUE 900099 5685 5685 148383 10997597 3526805 142698 59997 X 1062395 404499 657896 3782147 2983542 798605 1632951 1490496 142455 406634 406634 17123 17123 23095 23095 146705 146705 2409331 2296597 112734 259820 141192 118622 6 676277 439580 236697 3239 2476 763 287377 287377 36329 36329 EQUIPMENT MAINTENANCE 83018 83018 EDUCATION 70662 51776 18886 UNRELATED BUSINESS INCO 4669 4669 10901772 7956863 2944903 6 2061599 2438926 1463644 2392950 1501677 1337488 2657 293806 243085 3858045 2164648 1391831 1693397 3517899 3181250 711017 1015614 10944130 12302710 590989 519879 3062340 3907313 3082565 4547492 6735894 8974684 X 4208236 3328026 4208236 3328026 10944130 12302710 X 95825 533128 -1509163 X X 0 1 X 1 1 1 X 6742771 5935531 6396691 6830606 7268097 33173696 6742771 5935531 6396691 6830606 7268097 33173696 16258662 16915034 52201 56001 68651 73619 59978 310450 76666 77093 79580 44107 99793 377239 33861385 23909903 0.49950 0.56120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146705 146705 10755067 10901772 695089 173772 0 0 770445 782761 715221 695089 2963516 4445274 173997 185000 156436 146705 662138 192611 195690 178805 173772 740878 1111317 2423365 956015 1467350 1434680 1208633 226047 1693397 DEFERRED COMPENSATION PLAN 868968 SUBLEASE RECEIVABLE 146646 1015614 COPIER LEASE LIABILITY 13776 ACCRUED DEFERRED COMPENSATION 868968 DEFERRED RENT 2138881 RENT DEPOSIT - SUBLEASE 79774 ACCRUED LOSS ON SUBLEASE 1446093 4547492 X 11530725 533128 533128 10997597 0 10997597 12410935 1509163 1509163 10901772 0 10901772 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 ACCRUED LOSS ON SUBLEASE X X 0 0 0 0 0 0 0 1 0 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 572644 0 115000 0 0 0 89269 0 32084 0 808997 0 0 0 DEBORAH EDWARDS MA CFO AND VP 222508 0 3937 0 0 0 18158 0 8795 0 253398 0 0 0 BONNIE CLUXTON JD MPH VICE PRESIDENT 208743 0 0 0 0 0 16789 0 2673 0 228205 0 0 0 MARGO EDMUNDS PHD VICE PRESIDENT 208336 0 0 0 0 0 16402 0 2673 0 227411 0 0 0 MICHAEL GLUCK PHD SENIOR DIRECTOR 187921 0 0 0 0 0 15303 0 8695 0 211919 0 0 0 KRISTIN ROSENGREN VICE PRESIDENT 171103 0 0 0 0 0 14782 0 17339 0 203224 0 0 0 AMY HAMMER MS SENIOR DIRECTOR 156422 0 0 0 0 0 12637 0 8723 0 177782 0 0 0 PART I, LINE 7 BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. FORM 990, PART VI, SECTION A, LINE 6 ACADEMYHEALTH HAS A DYNAMIC MEMBERSHIP COMMUNITY OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST AVAILABLE RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. FORM 990, PART VI, SECTION A, LINE 7A ACADEMYHEALTH HAS MEMBERS THAT CAN VOTE FOR THE SLATE OF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT AND THE CEO OR THE VP WHO IS ASSISTANT SECRETARY OF BOARD SIGNS FOR ELECTRONIC SUBMISSION. ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE FORM 990 AFTER THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND OFFICERS AND IS MONITORED BY AN ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD CHAIR WHICH ARE REVIEWED AND MAINTAINED BY THE 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 15 THE 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 RSC ADVISORY GROUP, EXISTING SURVEY SOURCES, RSC PROPRIETARY DATA 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 2021. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTS: PROGRAM SERVICE EXPENSES 2,102,579. MANAGEMENT AND GENERAL EXPENSES 12,308. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,114,887. CONSULTANTS: PROGRAM SERVICE EXPENSES 194,018. MANAGEMENT AND GENERAL EXPENSES 45,271. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 239,289. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 55,155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 55,155. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -63,070. ACCRUED LOSS ON SUBLEASE -1,446,093. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE, BOARD OF DIRECTORS, AND INTERNAL EMPLOYEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.