2021-11-08T13:24:39-06:00 2020-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2020-01-01 521260918 ACADEMYHEALTH ACAD 2022926700 1666 K STREET NW NO 1100 WASHINGTON DC 20006 DR LISA SIMPSON PRESIDENT & CEO 2022926700 2021-10-07 1 DR LISA SIMPSON XXX-XX-XXXX NATALIE R ANZZOLIN CPA P01329867 7033858888 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DR LISA SIMPSON 1666 K STREET NW NO 1100 WASHINGTON DC 20006 11432438 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. 22 21 57 220 83656 44107 6396691 6830606 6540349 4438942 68651 73619 204014 89271 13209705 11432438 0 0 0 0 6142382 6882295 0 0 8 6387776 4438466 12530158 11320761 679547 111677 10706665 10944130 6891644 6735894 3815021 4208236 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 5465300 1842286 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. 2212715 2138650 CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. 529092 463621 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. 8207107 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 76 0 1 57 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 21 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 615601 0 109590 DEBORAH EDWARDS MA CFO AND VP 40.00 X 236432 0 27988 BONNIE CLUXTON JD MPH VICE PRESIDENT 40.00 X 208942 0 26161 MARGO EDMUNDS PHD VICE PRESIDENT 40.00 X 208023 0 19163 MICHAEL GLUCK PHD SENIOR DIRECTOR 40.00 X 192602 0 24730 KRISTIN ROSENGREN VICE PRESIDENT 40.00 X 174045 0 29796 AMY HAMMER MS SENIOR DIRECTOR 40.00 X 155870 0 23837 ELIZABETH YANO PHD DIRECTOR- CHAIR OF THE BOARD 2.00 X X 0 0 0 BRUCE LANDON MD MBA MSC DIRECTOR- VICE CHAIR 2.00 X X 0 0 0 JOHN Z AYANIAN MD MPP DIRECTOR- TREASURER 2.00 X X 0 0 0 CLAIRE D BRINDIS DR PH DIRECTOR- SECRETARY 2.00 X X 0 0 0 ANNE BEAL MD MPH DIRECTOR- PAST CHAIR 2.00 X X 0 0 0 ALYCE S ADAMS PHD MPP DIRECTOR 1.00 X 0 0 0 LAURENCE C BAKER PHD 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 DARRELL J GASKIN PHD DIRECTOR 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 KAREN MINYARD PHD MN DIRECTOR 1.00 X 0 0 0 VICTOR MONTORI MD DIRECTOR 1.00 X 0 0 0 ROBIN NEWHOUSE PHD RN DIRECTOR 1.00 X 0 0 0 LUCY SAVITZ PHD MBA 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 SHOSHANNA SOFAER DR PH DIRECTOR 1.00 X 0 0 0 REED V TUCKSON MD FACP DIRECTOR 1.00 X 0 0 0 SHEKINAH FASHAW MSPH DIRECTOR 1.00 X 0 0 0 1791515 0 261265 18 0 1 0 1620 K STREET ASSOCIATES LP C/O JBG SMITH 4445 WILLARD AVE SUI CHEVY CHASE MD 20815 RENT 1122590 UNIVERISTY OF NORTH CAROLINA CHAPEL HIL PO BOX 402420 ATLANTA GA 303842420 PROFESSIONAL SERVICES PROJECT 348500 COMMUNIQUE CONFERENCING INC 8120 WOODMONT AVENUE SUITE 752 BETHESDA MD 20814 VIRTUAL CONFERENCING 240600 MAZZETTI INC 220 MONTGOMERY STREET SUITE 650 SAN FRANCISCO CA 94104 PROFESSIONAL SERVICES PROJECT 206850 AUDIOVISUAL ONE LTD PO BOX 1115 BEDFORD PARK IL 604991115 AV SERVICES FOR CONFERENCES 166316 5 3786399 3044207 6830606 MEETING REGISTRATION 900099 2138650 2138650 CONTRACT SERVICES 900099 1836671 1836671 MEMBERSHIP DUES 900099 463621 463621 4438942 73619 73619 ADVERTISING 541800 83656 83656 OTHER REVENUE 900099 5615 5615 89271 11432438 4444557 83656 73619 X 989612 362596 627016 3611949 3028180 583769 1879559 1435936 443623 401175 401175 19560 19560 33815 33815 156436 156436 1738088 1621879 116209 255057 187944 67113 1138481 808204 330277 245373 223434 21939 323654 323115 539 272464 272464 33523 33523 EQUIPMENT MAINTENANCE 84059 84059 EDUCATION 70858 41263 29595 TELEPHONE/INTERNET 50759 18120 32631 8 UNRELATED BUSINESS INCO 16339 16339 11320761 8207107 3113646 8 2108538 2061599 2589549 1463644 1404725 1501677 376 2657 177049 293806 3292343 1900512 1669802 1391831 2183857 3517899 572769 711017 10706665 10944130 696854 590989 2421276 1875402 645836 1186938 3127678 3082565 6891644 6735894 X 3815021 4208236 3815021 4208236 10706665 10944130 X 111677 379969 -98431 X X 0 1 X 1 0 X 9369278 6742771 5935531 6396691 6830606 35274877 9369278 6742771 5935531 6396691 6830606 35274877 15106703 20168174 51232 52201 56001 68651 73619 301704 81809 76666 77093 79580 44107 359255 35935836 20387564 0.56120 0.59540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 156436 156436 11147986 11304422 715221 178805 0 0 822933 770445 782761 715221 3091360 4637040 144000 173997 185000 156436 659433 205733 192611 195690 178805 772839 1159259 1935910 759576 1176334 1356433 1140936 215497 1391831 DEFERRED COMPENSATION PLAN 711017 711017 COPIER LEASE LIABILITY 2295 ACCRUED DEFERRED COMPENSATION 711017 DEFERRED RENT 2361588 RENT DEPOSIT - SUBLEASE CWF 7665 3082565 X 11812407 379969 379969 11432438 0 11432438 11419192 98431 98431 11320761 0 11320761 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 CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE X X 0 1 0 0 0 0 0 1 0 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 558101 0 57500 0 0 0 86250 0 23340 0 725191 0 0 0 DEBORAH EDWARDS MA CFO AND VP 221643 0 14789 0 0 0 19258 0 8730 0 264420 0 0 0 BONNIE CLUXTON JD MPH VICE PRESIDENT 202153 0 6789 0 0 0 17143 0 9018 0 235103 0 0 0 MARGO EDMUNDS PHD VICE PRESIDENT 204629 0 3394 0 0 0 16490 0 2673 0 227186 0 0 0 MICHAEL GLUCK PHD SENIOR DIRECTOR 185813 0 6789 0 0 0 15683 0 9047 0 217332 0 0 0 KRISTIN ROSENGREN VICE PRESIDENT 167256 0 6789 0 0 0 12600 0 17196 0 203841 0 0 0 AMY HAMMER MS SENIOR DIRECTOR 154870 0 1000 0 0 0 15171 0 8666 0 179707 0 0 0 PART I, LINE 4B LISA SIMPSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE ORGANIZATION CONTRIBUTION TO THE PLAN FOR THE CALENDAR YEAR WAS $60,250. 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 REVIEWS 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 PRIOR TO 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 2020. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTS: PROGRAM SERVICE EXPENSES 1,479,689. MANAGEMENT AND GENERAL EXPENSES 43,012. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,522,701. CONSULTANTS: PROGRAM SERVICE EXPENSES 141,393. MANAGEMENT AND GENERAL EXPENSES 27,009. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 168,402. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 797. MANAGEMENT AND GENERAL EXPENSES 46,188. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,985. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -98,431. 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.