2022-11-15T09:24:30-06:00 2021-12-31 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2021-01-01 363208430 American College of Healthcare Executives AMER 3124242800 300 S Riverside Plaza 1900 Chicago IL 60606 Deborah J Bowen President and CEO 3124242800 2022-11-08 1 Deborah Bowen XXX-XX-XXXX Rebekuh Eley P01247672 3126343400 2022-11-08 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z ACHE Deborah J Bowen 300 S Riverside Plaza 1900 Chicago IL 60606 75529074 0 X www.ache.org X 1934 IL To advance members and healthcare leadership excellence. 15 15 98 427 825811 278723 0 0 9418588 10130916 2505028 9105236 711339 2207983 12634955 21444135 143500 108896 0 0 8168962 9106285 0 0 0 1511917 3012525 9824379 12227706 2810576 9216429 44464391 48680391 21348863 20963881 23115528 27716510 To advance members and healthcare leadership excellence. 0 0 The Fellow of the American College of Healthcare Executives (FACHE) credential denotes board certification in healthcare management. Earning the distinction of board certification in healthcare management as a FACHE signifies industry expertise, experience, and commitment to continuing education and professional development. Having the FACHE credential indicates a level of achievement in the profession. Healthcare Executive is the premier healthcare management periodical in the industry, providing industry leaders with the most current trends that directly affect the daily challenges they face. The magazine focuses on critical industry topics, best practices and management advice, strategies, and real-world solutions for meeting evolving challenges. American College of Healthcare Executives provides the tools needed to manage the healthcare executive's career by offering workshops covering leadership, management skills and career planning. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 43 0 1 98 1 1 1 0 0 0 0 0 1 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X Stasia Kocon 3124242800 300 S Riverside Plaza Suite 1900 Chicago IL 60606 Deborah J Bowen FACHE President and CEO 20.00 20.00 X 1775456 0 167133 Joseph W Cruitt CPA CGMA Senior VP, Chief Admin/Fin Officer 20.00 20.00 X 300465 0 57442 Frank W Austin Senior VP, Marketing 40.00 0.00 X 293683 0 43640 David N Bartholomew Senior VP, Learning 0.10 40.00 X 263556 0 39933 Anita J Halvorsen Senior VP, Executive Engagement 40.00 0.00 X 240965 0 47364 Christopher E Maynard VP, IT & CIO 40.00 0.00 X 195175 0 31506 Michael E Cunningham VP, Publications 0.10 40.00 X 162425 0 36664 Timothy R Tlusty VP, Development 40.00 0.00 X 181827 0 45489 Jennifer Connelly VP, Regional Services 40.00 0.00 X 164489 0 27472 Mardel Ahleong VP, Human Resources 40.00 0.00 X 161845 0 25522 Gina LaMantia Director, HECRC 40.00 0.00 X 137193 0 22179 Christine M Sawyer Director, Finance & Accounting 40.00 0.00 X 124971 0 36802 Carrie Owen Plietz FACHE Chairman/Chairman Elect 5.00 1.00 X X 0 0 0 Anthony A Armada FACHE Chairman Elect/Governor 5.00 1.00 X X 0 0 0 Michael J Fosina FACHE Immediate Past Chairman/Chairman 5.00 1.00 X X 0 0 0 Heather J Rohan FACHE Governor/Immediate Past Chairman 5.00 1.00 X 0 0 0 Kurt A Barwis FACHE Governor 5.00 1.00 X 0 0 0 Carolyn P Caldwell FACHE Governor 5.00 1.00 X 0 0 0 Joanne Carracino FACHE Governor 5.00 1.00 X 0 0 0 Karen F Clements FACHE Governor 5.00 1.00 X 0 0 0 Brian C Doheny FACHE Governor 5.00 1.00 X 0 0 0 Delvecchio S Finley FACHE Governor 5.00 1.00 X 0 0 0 Teri G Fontenot FACHE Governor 5.00 1.00 X 0 0 0 Michael A Mayo FACHE Governor 5.00 1.00 X 0 0 0 Laura Robertson FACHE Governor 5.00 1.00 X 0 0 0 William P Santulli FACHE Governor 5.00 1.00 X 0 0 0 Gigi A Simko FACHE Governor 5.00 1.00 X 0 0 0 Mary C Starmann-Harrison FACHE Governor 5.00 1.00 X 0 0 0 Michele K Sutton FACHE Governor 5.00 1.00 X 0 0 0 Michael G Ugweke FACHE Governor 5.00 1.00 X 0 0 0 Col Brett H Venable FACHE Governor 5.00 1.00 X 0 0 0 Nizar K Wehbi MD FACHE Governor 5.00 1.00 X 0 0 0 4002050 0 581146 23 0 1 0 360 Live Media LLC 2001 K Street NW Washington DC 20006 IT Support and Consulting 574950 Meeting Play LLC 5303 Spectrum Drive Fredrick MD 21703 IT Support and Consulting 335660 Higher Logic LLC PO Box 645579 Pittsburgh PA 15264 IT Support and Consulting 328866 Abila 10800 Pecan Park Blvd Suite 400 Austin TX 78750 IT Support and Consulting 264275 Solstice Consulting LLC 11 N Canal Street Suite 700 Chicago IL 60606 Strategy Consulting Services 245000 10 Membership Dues 541900 8185721 8185721 Registration Fees 561000 1069024 1069024 Publication Revenue 511190 832904 7093 825811 Member Review Fees 561000 43267 43267 10130916 549151 549151 46391 46391 62641024 54084939 8556085 8556085 8556085 Employee Retention Credit 900099 1685569 1685569 Sponsorship Income 900099 309818 309818 Mailing List Rental Income 900099 105120 105120 61085 61085 2161592 21444135 9366190 825811 11252134 X 98219 10677 3319276 4213800 435199 633157 504853 54313 97787 85075 1886841 112981 840028 1847717 1303373 25472 72204 1157213 153274 UBIT Expense 237694 Dues & Fees 76586 Overhead Allocation -5007067 69034 12227706 543 543 2423070 2644863 368420 1565032 607642 673745 8609503 4231001 5401958 4378502 33003431 37404887 2659327 2012819 44464391 48680391 2929208 3817895 5512758 5875485 12906897 11270501 21348863 20963881 X 23115528 27716510 23115528 27716510 44464391 48680391 9216429 -4615447 0 X 0 1 X 1 0 0 1 0 4258386 1419404 2838982 2976126 2045302 930824 1374991 766295 608696 4378502 Deferred Compensation 2226026 Deferred Rent 2561340 Due to Foundation of the American College of Healthcare Executives 6483135 11270501 X Part X, Line 2: ACHE is a tax-exempt organization under Internal Revenue Code Section 501(c)(6). ACHE is subject to taxes on unrelated business income, which generally result from ACHE's advertising revenues. ACHE had $828,060 and $964,972 in gross advertising revenues and incurred $82,839 and $167,633 in income tax expense for the years ended December 31, 2021 and 2020, respectively, which is included in other expenses. The accounting standard on Accounting for Uncertainty in Income Taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the Organization and various positions related to the potential sources of unrelated business income tax (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these consolidated financial statements. ACHE files Form 990 in the U.S. federal jurisdiction and the State of Illinois. 1 Europe (Including Iceland & Greenland) 0 0 Grantmaking 10677 0 0 0 0 0 0 10677 0 10677 Europe (Including Iceland & Greenland) Annual Sponsorship 10677 Wire Transfer 0 Book 1 0 0 0 0 0 0 0 Part I, Line 2: The CEO became president of the International Hospital Federation's Governing Council in November 2021, having previously served as president-designate. In these roles, the CEO receives regular reports on organizational activities. Part III Accounting Method: 1 Baldrige Foundation 1717 Pennsylvania Ave NW Ste 1025 Washington DC 20006 592891462 501(c)(3) 25000 0 General Support Illinois Performance Excellence 1501 Bradley Avenue 428 Jobst Hall Peoria IL 61625 363952696 501(c)(3) 25000 0 General Support National Association of Latino Healthcare Executives 2800 S IH 35 Suite 155 Austin TX 78704 262033192 501(c)(6) 10000 0 General Support Association of University Programs in Health Administration (AUPHA) 2000 14th Street N Ste 780 Arlington VA 22201 366110249 501(c)(6) 10000 0 General Support National Association of Health Services Executives 1050 Connecticut Ave NW 10th Fl Washington DC 20036 621312239 501(c)(3) 10000 0 General Support 3 2 Part I, Line 2: ACHE monitors the use of its financial support for these organizations by senior leaders attending programs, reviewing reports, and working with the Board of Examiners for the Malcolm Baldrige National Quality Award and the Illinois Center for Performance Excellence. The National Association of Latino Healthcare Executives serves diverse communities across the U.S. Their mission and vision is similar to ACHE's. Senior ACHE managers collaborate with the organization on a continuous basis and thus monitor the use of ACHE's financial support. The National Association of Health Services Executives is an affinity group similar to ACHE in mission and vision. Senior ACHE managers interface with this organization on a continuous basis and thus monitor the use of ACHE's financial support. Health Administration Press (a division of ACHE's related Foundation) works with AUPHA throughout the year attending programs. AUPHA is also involved in Health Administration Press' royalty program. X X X X 0 1 0 Deborah J Bowen FACHE President and CEO 711065 0 0 0 1064391 0 149616 0 17517 0 1942589 0 682238 0 Joseph W Cruitt CPA CGMA Senior VP, Chief Admin/Fin Officer 295996 0 0 0 4469 0 34450 0 22992 0 357907 0 0 0 Frank W Austin Senior VP, Marketing 272056 0 0 0 21627 0 34450 0 9190 0 337323 0 0 0 David N Bartholomew Senior VP, Learning 262051 0 0 0 1505 0 30738 0 9195 0 303489 0 0 0 Anita J Halvorsen Senior VP, Executive Engagement 237256 0 500 0 3209 0 30540 0 16824 0 288329 0 0 0 Timothy R Tlusty VP, Development 179063 0 0 0 2764 0 23311 0 22178 0 227316 0 0 0 Christopher E Maynard VP, IT & CIO 191847 0 1353 0 1975 0 23466 0 8040 0 226681 0 0 0 Michael E Cunningham VP, Publications 157839 0 2416 0 2170 0 20391 0 16273 0 199089 0 0 0 Jennifer Connelly VP, Regional Services 161995 0 1500 0 994 0 19575 0 7897 0 191961 0 0 0 Mardel Ahleong VP, Human Resources 160853 0 0 0 992 0 17715 0 7807 0 187367 0 0 0 Gina LaMantia Director, HECRC 134473 0 1289 0 1431 0 8054 0 14125 0 159372 0 0 0 Christine M Sawyer Director, Finance & Accounting 123725 0 0 0 1246 0 15053 0 21749 0 161773 0 0 0 Part I, Line 4b Compensation of Deborah J. Bowen: Nonrecurring compensation includes a Supplemental Executive Retirement Plan deferred compensation distribution of $951,034 of which $682,238 was reported as deferred on prior Form 990s. Of the deferred compensation reported in Column (C) of Part II, $115,166 is attributable to an accrual from a Supplemental Executive Retirement Plan. Form 990, Part VI, Section A, line 6 ACHE has eight categories of membership: Members, Fellows, Honorary Fellows, Life Fellows, Faculty Associates, Student Associates, International Associates, and Retired Affiliates. Only Fellows, Life Fellows, and Members may vote. No other membership category has voting rights. Form 990, Part VI, Section A, line 7a Each Voting Member is entitled to one vote in the election of the member of the Council of Regents representing his or her voting jurisdiction. Only Fellows who reside in the voting jurisdiction to be represented and are employed in a healthcare management position shall be eligible to be candidates for or serve as members of the Council of Regents. Members of the Council of Regents may represent only the voting jurisdiction in which they are eligible to vote. Each Regent representing a voting jurisdiction shall have one vote on the Council of Regents. The Council of Regents has the power to elect the Chairman Officers of ACHE and to elect members of the Board of Governors. Form 990, Part VI, Section A, line 7b The Council of Regents shall serve as the primary advisory body to the Board of Governors representing the members and shall have the following powers: (a) to elect the Chairman Officers of ACHE, (b) to elect members of the Board of Governors, (c) to recommend to the Board of Governors, by majority vote at the annual meeting of the Council of Regents, the Nominating Committee (d) to recommend to the Board of Governors special committees or task forces for particular or special purposes, (e) to approve or to disapprove recommendations, reports, actions, or resolutions placed before the Council by the Officers and the Board of Governors. The Council may modify any such proposal, but, in so doing, the Council shall return it to the Board of Governors or Officers for reconsideration. A proposal so modified shall not be effective until resubmitted and approved by the Council; and (f) to make proposals and recommendations to the Board of Governors, which may be required to take action and report thereon at a subsequent meeting of the Council. Form 990, Part VI, Section B, line 11b Form 990 was sent to the Audit Committee which then met via conference call to discuss the key points of the return and allow for discussion. Any changes deemed necessary were made to the 990. Subsequent to the Audit Committee meeting the Board was sent a copy of the return and were provided time to review and comment before filing with the IRS. Form 990, Part VI, Section B, line 12c During each Board and Executive Committee meeting, those participating in the meeting are afforded the opportunity to declare any conflicts and recuse themselves from a decision if warranted. Each year the conflict of interest policy is re-executed and any new conflicts noted. Also, all staff are required to submit an annual statement regarding the conflict of interest policy and their compliance. The Human Resource department ensures that all forms are completed and returned. The VP, Human Resources reviews all statements and would investigate any potential conflict, taking action as necessary. Form 990, Part VI, Section B, line 15 The CEO's compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies, and approval by the Board Compensation Committee. All other officers and key employees have an annual comparability study done, and an independent review is done every three years. All discussions are contemporaneously documented. Form 990, Part VI, Section C, line 19 ACHE makes its bylaws, conflict of interest policy, and a summary of the consolidated audited financial report available to the public at www.ache.org. The full audited financial report is available upon request for the same period of disclosure as set forth in IRC section 6104(d). Form 990, Part IX, line 11g Consulting Fees 1,467,027. Temporary Help 43,097. Purchased Services 86,023. Publication Editing 88,845. Recruitment Fees 36,796. Records Management 9,401. Gowning & Services 6,959. Booth Exhibit Fees 675. Processing Fees 148,018. Foundation of the ACHE 300 S Riverside Plaza Suite 1900 Chicago IL 60606 360724325 Education IL 501(c)(3) 10 American College of Healthcare Executives 1 Professional Society Services Inc & Subs 300 S Riverside Plaza Suite 1900 Chicago IL 60606 363313467 Management Services IL ACHE C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Foundation of the ACHE N 2728160 Cost Foundation of the ACHE O 1939388 Cost Foundation of the ACHE Q 339518 Cost