2022-11-13T08:50:45-06:00 2021-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2021-01-01 362681352 AMERICAN COLLEGE HEALTH ASSOCIATION AMER 4108591500 8455 COLESVILLE RD 740 SILVER SPRING MD 20910 JAMES WILKINSON CHIEF EXECUTIVE OFFICER 4108591500 2022-11-13 1 JAMES WILKINSON 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMES WILKINSON 8455 COLESVILLE RD 740 SILVER SPRING MD 20910 5669055 0 X WWW.ACHA.ORG X 1968 IL ADVOCACY, EDUCATION, RESEARCH, PRODUCTS AND SERVICES TO ADVANCE COLLEGE STUDENTS' HEALTH. 17 16 23 0 130931 30276 210719 1940665 1950714 2885064 137161 338305 36428 13879 2335022 5177913 0 0 0 0 1611929 1678218 0 0 15512 1295938 2881640 2907867 4559858 -572845 618055 5622333 6890463 1270664 1429011 4351669 5461452 THE AMERICAN COLLEGE HEALTH ASSOCIATION (ACHA) SERVES AS THE PRINCIPAL LEADERSHIP ORGANIZATION FOR ADVANCING THE HEALTH OF COLLEGE STUDENTS AND CAMPUS COMMUNITIES THROUGH ADVOCACY, EDUCATION, AND RESEARCH. 0 0 3607521 1260106 EDUCATION: DUE TO THE ONGOING COVID-19 PANDEMIC, THE IN-PERSON ACHA ANNUAL MEETING SCHEDULED TO BE HELD IN NEW ORLEANS, LA WAS TRANSITIONED INTO A VIRTUAL ANNUAL MEETING. THE VIRTUAL MEETING WAS HELD IN JUNE 2021 WITH 1,500 PARTICIPANTS. PARTICIPANTS WERE GIVEN ACCESS TO THE ON-DEMAND CONTENT OF THE MEETING FOR ONE YEAR. THE EVENT INCLUDED A VIRTUAL EXHIBIT HALL AND VIRTUAL POSTER SESSIONS. WE PROVIDED OPPORTUNITIES FOR SPONSORSHIP AND ADVERTISERS. WE OFFERED 3 LIVE WEBINARS AND CONTINUED TO OFFER NUMEROUS ON-DEMAND WEBINARS FROM THE CONTENT OF THE CANCELLED 2020 ANNUAL MEETING. WE APPROVED CONTINUING EDUCATION CREDIT FOR ONE ACHA AFFILIATE MEETING. 773684 95258 ACHA SURVEYED COLLEGE STUDENTS AT 185 SCHOOLS IN THE UNITED STATES AND CANADA WITH THE ACHA NATIONAL COLLEGE ASSESSMENT. THE DATA GATHERED IS USED BY THE SCHOOLS TO ALLOCATE RESOURCES, PLAN, AND EVALUATE PROGRAMS.ACHA CURRENTLY OFFERS 25 PRINTED BROCHURES AND 24 E-BROCHURES FOR YOUNG ADULTS WHICH EMPHASIZE AWARENESS, RISK REDUCTION, AND PREVENTION OF A WIDE VARIETY OF COLLEGE HEALTH TOPICS. THESE BROCHURES PRESENT INFORMATION IN A NONJUDGMENTAL MANNER AND ARE WRITTEN BY ACHA MEMBERS.ACHA OFFERS MEMBERS ACCESS TO AN ONLINE DISCUSSION FORUM, ACHA CONNECT, IN WHICH MEMBERS CAN SHARE IDEAS, DISCUSS TOPICS, NETWORK, ETC. THE FORUM INCLUDES SEVERAL SUB-FORUMS BASED ON ACHA'S EXISTING NETWORKS (SECTIONS, COALITIONS, ETC.) THERE IS A NEWSLETTER PUBLISHED SEVERAL TIMES A YEAR, ACTION AND A WEEKLY E-NEWSLETTER, THE SOURCE. 34284 1331893 ADVOCACY AND REPRESENTATION: ADVOCACY EFFORTS IN 2021 CONSISTED OF NON-LOBBYING EFFORTS TO DEVELOP RELATIONSHIPS WITH KEY CONGRESSIONAL OFFICES, EDUCATE ACHA MEMBERS ON PROPOSED LEGISLATION, AND DEVELOPING A POLICY PLATFORM. ACHA ALSO ENGAGED IN NON-LOBBYING ADVOCACY EFFORTS TO EDUCATE MEMBERS AND STAKEHOLDERS ABOUT THE IMPACT OF RECENT SUPREME COURT DECISIONS, REGULATIONS AFFECTING STUDENT HEALTH INSURANCE PLANS, AND VARIOUS STATE-LEVEL LEGISLATIVE ISSUES. 121439 8755 121439 8755 4536928 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 105 0 1 23 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 IL MD X ACCOUNTING 4432704557 8455 COLESVILLE ROAD SUITE 740 SILVER SPRING MD 20910 JAMES WILKINSON CHIEF EXECUTIVE OFFICER, SECRETARY 9DOH 8/16/21) 28.50 9.00 X X 65256 0 393 M SCOTT TIMS PRES-ELECT (FROM 5/20), PRES. 6.00 X X 0 0 0 KIM WEBB PRESIDENT (FROM 5/20) 6.00 X X 0 0 0 JESSICA HIGGS PRESIDENT (FROM 5/21) 6.00 X X 0 0 0 DANA TASSON TREASURER (FROM 9/19) 3.00 X X 0 0 0 DARREN AARON VICE PRESIDENT (FROM 5/21) 3.00 X 0 0 0 RAPHAEL FLORESTAL BOARD MEMBER (FROM 5/21) 1.00 X 0 0 0 MONICA WEBB BOARD MEMBER (FROM 5/2021) 1.00 X 0 0 0 GIANG NGUYEN BOARD MEMBER (FROM 10/19) 1.00 X 0 0 0 MICAH M GRIFFIN BOARD MEMBER (FROM 5/20) 1.00 X 0 0 0 SHAWNTE ELBERT BOARD MEMBER ( FROM 5/20) 1.00 X 0 0 0 MARGUERITE OBRIEN REGION I REPRESENTATIVE (FROM 5/20) 1.00 X 0 0 0 DARLA TYLER-MCSHERRY REGION II REPRESENTATIVE (FROM 5/19) 1.00 X 0 0 0 ANDREEA BAKER REGION II REPRESENTATIVE (FROM 5/21) 1.00 X 0 0 0 LISA AILSTOCK REGION III REPRESENTATIVE (THRU 5/20) 1.00 X 0 0 0 FAITH DENARDO REGION III REPRESENTATIVE (FROM 5/20) 1.00 X 0 0 0 EDYTHE COOK REGION IV REPRESENTATIVE 1.00 X 0 0 0 NANCY GENTRY RUSSELL REGION IV REPRESENTATIVE 1.00 X 0 0 0 KEVIN READDEAN REGION V REP (FROM 5/18) 1.00 X 0 0 0 BELINDA VEA REGION VI REPRESENTATIVE (THRU 5/19) 1.00 X 0 0 0 CHERYL HUG-ENGLISH REGION VI REPRESENTATIVE (FROM 5/19) 1.00 X 0 0 0 KRYSTALYN MARTIN STUDENT CHAIR (THRU 5/19) 1.00 X 0 0 0 KAYLAH SCHAFE STUDENT CHAIR (THRU 5/21) 1.00 X 0 0 0 NOLA ELLIFFE STUDENT CHAIR (THRU 5/20) 1.00 X 0 0 0 OMIRZAK KADIRBERGENOV CHIEF FINANCIAL OFFICER (END 5/31/21) 28.50 9.00 X 57373 0 9002 SUSAN L AINSWORTH CHIEF PROGRAM OFFICER 37.50 X 136566 0 23803 MARY HOBAN CHIEF RESEARCH OFFICER 37.50 X 116905 0 15907 376100 0 49105 2 0 1 0 YOUTH MARKETING CONNECTION LLC 11304 HUNTOVER DRIVE ROCKVILLE MD 20852 PROGRAM CONSULTANT 319250 MICHAEL HUEY 13244 SW 7TH AVENUE NEWBERRY FL 32669 PROFESSIONAL SERVICES 164292 PROSOURCING PARTNERS (CORDIA) 8229 BOONE BLVD SUITE 300 VIENNA VA 22182 ACCOUNTING SERVICES 123356 3 1940665 1940665 MEMBERSHIP DUES 900099 1331893 1331893 RESEARCH 900099 741292 741292 ANNUAL MEETING 900099 721745 518814 130931 72000 CONSULTATION SERVICES 900099 90134 90134 2885064 137648 137648 691463 490806 200657 200657 200657 5460 336 5124 5124 OTHER INCOME 900099 8755 8755 8755 5177913 2696012 130931 410305 X 114875 656 114219 1253823 1125016 128807 81926 71310 10616 222133 187196 34937 5461 4519 942 2772 2125 603 44 28750 22752 5998 20343 20343 1673255 1273442 385183 14630 41137 20603 20534 302661 153935 148726 129075 65969 63106 74202 23392 50810 86566 60860 25706 215900 178955 36945 25220 12890 12330 ADMINISTRATIVE EXPENSES 281759 241725 39834 200 INDIRECT COST ALLOCATIO 0 1091583 -1092221 638 4559858 4536928 7418 15512 679921 906327 220600 213385 36479 408622 37748 172021 25616 25096 94579 393438 1904022 1375166 604711 528856 3911657 4231696 11022 11022 5622333 6890463 286944 610155 949578 795954 34142 22902 1270664 1429011 X 4351669 5461452 4351669 5461452 5622333 6890463 X 618055 201883 289845 X X 0 1 X 1 0 X 52107 123300 129509 456741 1940665 2702322 2711807 3096352 3245502 1875997 2687257 13616915 174170 61925 126608 41084 72000 475787 2938084 3281577 3501619 2373822 4699922 16795024 0 0 0 16795024 102903 156840 152232 122324 137648 671947 102903 156840 152232 122324 137648 671947 25859 62650 87949 19003 30276 225737 45309 8755 54064 3066846 3546376 3741800 2515149 4876601 17746772 0.94640 0.94480 0.03790 0.03780 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 45,309. 2021 AMOUNT: $ 8,755. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 340689 340689 511034 161 161 85172 85172 127758 161 161 103729 90407 13322 501694 234040 267654 1298599 1050719 247880 528856 DEFERRED RENT 22902 22902 X PART X, LINE 2: ACHA PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX EXEMPT STATUS. X X X 0 0 0 0 0 0 0 1 0 SUSAN L AINSWORTH CHIEF PROGRAM OFFICER 134566 0 2000 0 0 0 11052 0 12751 0 160369 0 0 0 PART I, LINE 7 CEO BONUS: THE ANNUAL BONUS ISSUED TO THE ACHA CEO IS BASED ON CEO'S AND ORGANIZATION'S PERFORMANCE. EVERY YEAR THE ACHA BOARD REVIEWS THE ORGANIZATION'S ACCOMPLISHMENTS AS WELL AS THE CEO'S PERFORMANCE THROUGHOUT THE YEAR. AFTER THE REVIEW PROCESS, THE ACHA BOARD DECIDES THE BONUS AMOUNT ISSUED TO THE CEO. STAFF BONUS: THE ANNUAL BONUS ISSUED TO THE ACHA STAFF IS BASED ON EACH EMPLOYEE'S PERFORMANCE THROUGHOUT THE YEAR. THE ACHA CEO PROPOSES THE BONUS AMOUNTS FOR EACH ACHA STAFF BASED ON THE EMPLOYEE'S PERFORMANCE REVIEW AND SUBMITS THE LIST OF STAFF AND AMOUNTS TO THE ACHA BOARD. THE ACHA BOARD REVIEWS AND APPROVES THE ACHA STAFF BONUS AMOUNTS. FORM 990, PART VI, SECTION A, LINE 6 THERE SHALL BE THREE CATEGORIES OF MEMBERSHIP: INSTITUTIONAL, INDIVIUAL, AND SUSTAINING. FORM 990, PART VI, SECTION A, LINE 7A A REGULAR MEMBER SHALL BE ELIGIBLE TO VOTE AND HOLD OFFICE IN THE SECTION IN WHICH MEMBERSHIP IS HELD AND MAY HOLD OFFICE IN THE ASSOCIATION. UPON PAYMENT OF DUES, EACH REGULAR AND STUDENT MEMBER SHALL HAVE ONE VOTE IN THE ELECTION OF THE ASSOCIATION'S OFFICERS. A STUDENT MEMBER SHALL BE ELIGIBLE TO VOTE AND HOLD OFFICE IN THE STUDENTS/CONSUMERS SECTION ONLY. STUDENT MEMBERS ARE ELIGIBLE FOR ELECTION TO ANY OFFICER POSITION WITHIN THE SECTION PROVIDED THEY MEET THE STUDENT DEFINITION AT THE TIME OF ELECTION. FORM 990, PART VI, SECTION A, LINE 7B THE ASSEMBLY OF REPRESENTATIVES, WHICH IS PARTLY COMPRISED OF REPRESENTATIVES OF MEMBER INSTITUTIONS, HAS THE POWER TO AMEND THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS REVIEWED FIRST BY THE DIRECTOR OF FINANCE, THEN BY THE TREASURER AND THE CHIEF EXECUTIVE OFFICER. FINALLY, SINCE THE ACHA BYLAWS EMPOWER THE EXECUTIVE COMMITTEE TO ACT ON BEHALF OF THE BOARD OF DIRECTORS, A COPY OF THE FEDERAL FORM 990 IS SHARED WITH THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C A FORMAL CONFLICT OF INTEREST POLICY IS SET FORTH AS A BOARD POLICY AND PROCEDURE DOCUMENT. IT IS MANAGED BY THE CHIEF EXECUTIVE OFFICER'S OFFICE AND REQUIRES ANNUAL CONFLICT OF INTEREST DISCLOSURES BY ACHA VOLUNTEER LEADERS. DISCLOSURES ARE REVIEWED ANNUALLY TO ASSESS ANY POTENTIAL EFFECTS ON ASSOCIATION OPERATIONS, ACTIVITIES, OR DECISIONS, AND AS APPROPRIATE, LEADERS ARE CONTACTED TO REMEDY ANY PROBLEMATIC DISCLOSURES. ACKNOWLEDGEMENTS FROM THE RESPONDENT ARE REQUIRED FOR THOSE REMEDIES. ONCE A CONFLICT OF INTEREST ARISES, IN ADDITION TO DISCLOSURE, PERSONS WITH THE CONFLICT ARE REQUIRED TO USE THEIR BEST JUDGEMENT AS TO WHETHER AND TO WHAT EXTENT THEY SHOULD RECUSE THEMSELVES FROM DELIBERATIONS, VOTING, DECISION-MAKING, AND OTHER PARTICIPATION WITH RESPECT TO THE MATTER AT ISSUE, AND WHETHER THEY SHOULD RESIGN FROM AN OFFICE OR POSITION. IN MAKING THIS DETERMINATION, THE BEST INTERESTS OF ACHA WILL BE THE SOLE CRITERIA. THE BOARD OF DIRECTORS MAY REQUIRE FULL OR LIMITED RECUSAL OR OTHER MEASURES, INCLUDING RESIGNATION FROM AN ACHA OFFICE OR POSITION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS NOT COMPENSATED BY ACHA. COMPARABILITY DATA PROVIDED IN THE ASAE ASSOCIATION COMPENSATION & BENEFITS STUDY IS USED TO DETERMINE APPROPRIATE SALARY LEVELS AND THEN SALARIES ARE SET BASED UPON THE OUTCOME OF ANNUAL PERFORMANCE REVIEWS. THE CHIEF EXECUTIVE OFFICER'S SALARY IS LIKEWISE DETERMINED AND SET BY THE EXECUTIVE COMMITTEE (ACTING ON BEHALF OF THE BOARD OF DIRECTORS) ALSO SUBSEQUENT TO AN ANNUAL PERFORMANCE REVIEW. THE CHIEF EXECUTIVE OFFICER'S SALARY HAD A COMPENSATION REVIEW IN OCTOBER 2016 PRIOR TO HIM BEING HIRED. THE STAFF SALARY REVIEW WAS CONDUCTED ON NOVEMBER 2016 IN PREPARATION OF THE 2017 BUDGET. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (ARTICLES OF INCORPORATION, BYLAWS, AND BOARD POLICIES & PROCEDURES) ARE AVAILABLE ON THE WEBSITE, AND GOVERNANCE HIGHLIGHTS ARE PUBLISHED IN THE ACTION NEWSLETTER. THE CONFLICT OF INTEREST POLICY IS AVAILABLE VIA THE AFOREMENTIONED BOARD POLICIES & PROCEDURES ON THE WEBSITE. FINANCIAL STATEMENTS ARE SUMMARIZED IN THE TREASURER'S PRESENTATION AT THE ANNUAL ASSEMBLY OF REPRESENTATIVES WHICH IS OPEN TO THE PUBLIC FOR ATTENDANCE; FINANCIAL STATEMENTS AND PERFORMANCE SUMMARIES ARE ALSO MADE AVAILABLE AT THE END OF THE PUBLISHED ANNUAL REPORT THAT IS POSTED TO THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 1,273,442. MANAGEMENT AND GENERAL EXPENSES 385,183. FUNDRAISING EXPENSES 14,630. TOTAL EXPENSES 1,673,255. FORM 990, PART XI, LINE 9: PPP LOAN FORGIVEN IN 2021 289,845. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. AMERICAN COLLEGE HEALTH FOUNDATION 8455 COLESVILLE ROAD SUITE 740 SILVER SPRING MD 20910 521746232 SUPPORT ACHA MD 501 (C) (3) LINE 12A, I AMERICAN COLLEGE HEALTH ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0