AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC (EIN 54-1032555)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2020-08-17
- IRS object ID
- 202012309349302906
- Schema version
- 2019v5.1
- 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 | 2020-08-17T13:37:32-05:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 SOUTH KENTUCKY AVENUE SUITE 600 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 338015354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541032555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR PHYSICIAN | BusinessNameLine1Txt |
| Business Name Line2 | LEADERSHIP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8132872000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR NO 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE MARTIN CPA | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 8132872000 | PhoneNum |
| Signature | 2020-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN BALLARD CPA | PreparerPersonNm |
| PTIN | P01451787 | PTIN |
| Phone | 8636805600 | PhoneNum |
| Preparation | 2020-08-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-14 | IPDt |
| IP Tm | 07:49:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8CFD093C722ECB36698D30712F5AB9C6ECEA61AA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PETER ANGOOD MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR NO 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,879,726 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHYSICIANLEADERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ENSURE PHYSICIANS CONTINUALLY GROW AS INDIVIDUALS AND BECOME SUCCESSFUL HEALTHCARE LEADERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $18,215 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,915,046 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,279,684 | CYProgramServiceRevenueAmt |
| PY Investment Income | $107,033 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,221 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $10,022,079 | PYTotalRevenueAmt |
| CY Total Revenue | $9,293,905 | 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 | $4,264,409 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,102,466 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,886,781 | PYOtherExpensesAmt |
| CY Other Expenses | $6,880,155 | CYOtherExpensesAmt |
| PY Total Expenses | $11,151,190 | PYTotalExpensesAmt |
| CY Total Expenses | $10,982,621 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,129,111 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,688,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,436,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,278,781 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,221,165 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,845,938 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $215,059 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,567,157 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO HELP ENSURE THAT PHYSICIANS CONTINUALLY GROW AS INDIVIDUALS AND BECOME SUCCESSFUL HEALTHCARE LEADERS, THE ASSOCIATION DEVELOPS AND PROVIDES THE NECESSARY LEADERSHIP PROGRAMS, PRODUCTS AND SERVICES TO IMPROVE HEALTHCARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,426,441 | ExpenseAmt |
| Revenue | $7,338,522 | RevenueAmt |
| Desc | EDUCATION - EDUCATING PHYSICIANS IN LEADERSHIP SKILLS FOCUSING ON PATIENT CARE, FISCAL HEALTH, EMPLOYEE WELL-BEING AND COMMUNITY INVOLVEMENT; TRAIN PHYSICIANS TO BE HIGHLY CAPABLE MANAGERS AND EXCEPTIONAL PHYSICIANS; OFFER LIVE COURSES, COMPUTER-BASED AND INHOUSE TRAINING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $603,421 | ExpenseAmt |
| Revenue | $1,436,045 | RevenueAmt |
| Desc | MEMBERSHIP - MAINTAINING MEMBER DIRECTORY AND RECRUITING; PROVIDE ONLINE COMMUNITIES WHERE MEMBERS EXCHANGE SOLUTIONS TO PROBLEMS AND DISCUSS NEW IDEAS. PROVIDE CAREER COUNSELING, ONLINE TOOL KITS, COMPENSATION SURVEYS & OTHER RESOURCES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,282,873 | ExpenseAmt |
| Revenue | $282,767 | RevenueAmt |
| Desc | PUBLICATIONS AND INFORMATION SERVICES - PRINTING AND PRODUCTION OF TEXTBOOKS, PUBLICATIONS, AND NEWSLETTERS. PUBLICATIONS INCLUDE BI MONTHLY JOURNAL AND PUBLICATIONS FOR PURCHASE WHICH FOCUS ON MANAGERIAL AND LEADERSHIP TOPICS, ETHICS, AND MEDICAL RESOURCES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $204,135 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $204,135 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,312,735 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 149 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 39 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132872000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR NO 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| MARK LESTER | |||||||||
| CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BYRON SCOTT | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| J GREG JOLISSAINT | |||||||||
| PAST CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALBERT TZEEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE VANGARSSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ASH GOKLI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE LEVY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN LACE CCMM BOARD CHAIR | |||||||||
| DIRECTOR | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GREGG DAVIS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD SHAW | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA LAWRENCE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA LAURENT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL CANADY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $6,000 | $0 | |||
| RANDALL BICKLE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHANIE DUGGAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA MALCOLM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS HIGGINS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER ANGOOD MD | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 5.00 | Yes (X) | Yes (X) | $480,611 | $0 | $18,326 | ||
| MICHELLE MARTIN | |||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 5.00 | Yes (X) | $249,679 | $0 | $7,592 | |||
| HANS ZETTERSTROM | |||||||||
| CHIEF STRATEGICE INNOVATION OFFICER | 40.00 | 5.00 | Yes (X) | $225,000 | $0 | $7,183 | |||
| ANTHONY TALBOT | |||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | 0.00 | $165,027 | $0 | $14,371 | Yes (X) | |||
| BRIAN FENDING | |||||||||
| CHIEF INFORMATION TECHNOLOGY OFIICER | 40.00 | 0.00 | $146,149 | $0 | $20,177 | Yes (X) | |||
| DANIEL SIROIS | |||||||||
| LEAD SOFTWARE ARCHITECHT | 40.00 | 0.00 | $174,691 | $0 | $21,113 | Yes (X) | |||
| SIAOMING WONG | |||||||||
| NATIONAL ACCOUNT MANGER | 40.00 | 0.00 | $117,115 | $0 | $13,273 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,558,272 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,000 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $102,035 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REFLECTIONS PSYCHOLOGICAL SERVICES | |||||
| 2709 HAMMAN WAY | AURORA | IL | 60502 | FACULTY | $219,998 |
| FRIEDLAND CONSULTING | |||||
| 4218 VIA MAR DE DELFINAS | SAN DIEGO | CA | 92130 | FACULTY | $177,436 |
| KEVIN O'CONNOR & ASSOCIATES INC | |||||
| 3531 RFD OAK HILL LANE | LONG GROVE | IL | 60047 | FACULTY | $163,277 |
| PROTECH ASSOCIATES | |||||
| 5457 TWIN KNOLLS ROAD 400 | COLUMBIA | MD | 21045 | SOFTWARE MANAGEMENT | $112,644 |
| STEVEN A FINKLER | |||||
| 7 HARAN CIRCLE | MILBURN | NJ | 07041 | FACULTY | $102,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION PROGRAMS | 900099 | $7,338,522 | $7,338,522 | |
| MEMBERSHIP DUES | 900099 | $1,436,045 | $1,436,045 | |
| PUBLICATIONS AND INFORMATION | 900099 | $300,982 | $282,767 | $18,215 |
| SPONSORSHIP INCOME | 900099 | $204,135 | $204,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,279,684 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,182 | TotalRevenueColumnAmt |
| Exclusion | $58,182 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,539,970 | SecuritiesAmt |
| Other | $1,890 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,585,821 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$45,851 | SecuritiesAmt |
| Other | $1,890 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,961 | TotalRevenueColumnAmt |
| Exclusion | -$43,961 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,293,905 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,261,469 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,215 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,221 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,548,497 | TotalAmt |
| Program Services | $1,393,648 | ProgramServicesAmt |
| Management And General | $154,849 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,979,100 | TotalAmt |
| Program Services | $1,600,233 | ProgramServicesAmt |
| Management And General | $378,867 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,936 | TotalAmt |
| Program Services | $37,974 | ProgramServicesAmt |
| Management And General | $6,962 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,748 | TotalAmt |
| Program Services | $218,580 | ProgramServicesAmt |
| Management And General | $42,168 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,185 | TotalAmt |
| Program Services | $228,257 | ProgramServicesAmt |
| Management And General | $40,928 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,628 | TotalAmt |
| Program Services | $54,801 | ProgramServicesAmt |
| Management And General | $9,827 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,529 | TotalAmt |
| Program Services | $25,039 | ProgramServicesAmt |
| Management And General | $4,490 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,349 | TotalAmt |
| Program Services | $13,015 | ProgramServicesAmt |
| Management And General | $2,334 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544,684 | TotalAmt |
| Program Services | $461,866 | ProgramServicesAmt |
| Management And General | $82,818 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,441 | TotalAmt |
| Program Services | $32,596 | ProgramServicesAmt |
| Management And General | $5,845 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,761 | TotalAmt |
| Program Services | $274,536 | ProgramServicesAmt |
| Management And General | $49,225 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $523,494 | TotalAmt |
| Program Services | $443,900 | ProgramServicesAmt |
| Management And General | $79,594 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,348 | TotalAmt |
| Program Services | $274,183 | ProgramServicesAmt |
| Management And General | $49,165 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,868 | TotalAmt |
| Program Services | $144,041 | ProgramServicesAmt |
| Management And General | $25,827 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,818 | TotalAmt |
| Program Services | $150,779 | ProgramServicesAmt |
| Management And General | $27,039 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217 | TotalAmt |
| Program Services | $184 | ProgramServicesAmt |
| Management And General | $33 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $672,448 | TotalAmt |
| Program Services | $570,204 | ProgramServicesAmt |
| Management And General | $102,244 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,203 | TotalAmt |
| Program Services | $38,330 | ProgramServicesAmt |
| Management And General | $6,873 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION PROGRAM | $3,315,380 | $2,811,283 | $504,097 |
| PUBLICATION EXPENSES | $528,798 | $448,396 | $80,402 |
| RECRUITMENT EXPENSES | $26,542 | $22,506 | $4,036 |
| MEMBERSHIP EXPENSES | $18,709 | $15,864 | $2,845 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,938 | TotalAmt |
| Program Services | $52,520 | ProgramServicesAmt |
| Management And General | $9,418 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,982,621 | TotalAmt |
| Program Services | $9,312,735 | ProgramServicesAmt |
| Management And General | $1,669,886 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $474,934 | BOYAmt |
| EOY | $416,475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,261 | BOYAmt |
| EOY | $1,692,205 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,956 | BOYAmt |
| EOY | $99,839 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,923 | BOYAmt |
| EOY | $5,194 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,413 | BOYAmt |
| EOY | $270,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,316,780 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $697,221 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,209 | BOYAmt |
| EOY | $619,559 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,341,605 | BOYAmt |
| EOY | $221,143 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175 | BOYAmt |
| EOY | $75 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,748 | BOYAmt |
| EOY | $953,635 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,224 | BOYAmt |
| EOY | $4,278,781 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,932 | BOYAmt |
| EOY | $1,631,103 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,141,162 | BOYAmt |
| EOY | $2,157,165 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,978 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,093 | BOYAmt |
| EOY | $2,057,670 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,221,165 | BOYAmt |
| EOY | $5,845,938 | 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 | $215,059 | BOYAmt |
| EOY | -$1,567,157 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,059 | BOYAmt |
| EOY | -$1,567,157 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,224 | BOYAmt |
| EOY | $4,278,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,688,716 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$93,500 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,014 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $493 | CurrentTaxYearMinus2YearsAmt |
| Total | $6,507 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,423,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,156,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,236,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,906,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,261,469 | CurrentTaxYearAmt |
| Total | $49,983,555 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,428,126 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,157,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,236,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,906,146 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,261,469 | CurrentTaxYearAmt |
| Total | $49,990,062 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $49,990,062 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,182 | CurrentTaxYearAmt |
| Total | $408,923 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,951 | CurrentTaxYearMinus4YearsAmt |
| Total | $10,951 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,108 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $48,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,129 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $82,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,182 | CurrentTaxYearAmt |
| Total | $419,874 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,585 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106 | CurrentTaxYearMinus2YearsAmt |
| Total | $23,508 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,565,819 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,224,699 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,334,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,988,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,319,651 | CurrentTaxYearAmt |
| Total | $50,433,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99120 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98940 | PublicSupportPY509Pct |
| Investment Income CY | 0.00830 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2015 AMOUNT: $ 4,585. 2016 AMOUNT: $ 18,817. 2017 AMOUNT: $ 106. | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,582 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,089 | DepreciationAmt |
| Book Value | $24,493 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $237,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,167 | DepreciationAmt |
| Book Value | $12,520 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,010,511 | OtherCostOrOtherBasisAmt |
| Depreciation | $427,965 | DepreciationAmt |
| Book Value | $582,546 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $619,559 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SOFTWARE DEVELOPMENT COSTS | Desc |
| Book Value | $953,635 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $953,635 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCENTIVE FROM LESSOR | $43,419 |
| DUE TO RELATED PARTY | $2,014,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,057,670 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES AND MANAGEMENT BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR WHICH EITHER RECOGNITION OR DISCLOSURE IS REQUIRED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER ANGOOD MD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $480,611 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $15,826 | $0 | $498,937 | $0 | $0 | $0 |
| MICHELLE MARTIN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $249,679 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,592 | $0 | $257,271 | $0 | $0 | $0 |
| HANS ZETTERSTROM | ||||||||||||||
| CHIEF STRATEGICE INNOVATION OFFICER | $225,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $7,183 | $0 | $232,183 | $0 | $0 | $0 |
| ANTHONY TALBOT | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $165,027 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,371 | $0 | $179,398 | $0 | $0 | $0 |
| BRIAN FENDING | ||||||||||||||
| CHIEF INFORMATION TECHNOLOGY OFIICER | $146,149 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $20,177 | $0 | $166,326 | $0 | $0 | $0 |
| DANIEL SIROIS | ||||||||||||||
| LEAD SOFTWARE ARCHITECHT | $174,691 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $18,613 | $0 | $195,804 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE CEO WAS ELIGIBLE FOR BONUS BASED ON NON-FINANCIAL PERFORMANCE (MEMBERSHIP GROWTH, NEW CONTENT DELIVERY, NEW PRODUCT DEVELOPMENT, ETC.) BUT ONLY IF THE MINIMUM SURPLUS THRESHOLD WAS REACHED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | COMPOSITION OF THE EXECUTIVE COMMITTEE OF THE ASSOCIATION CONSISTS OF THE PRESIDENT/CEO, BOARD CHAIRPERSON AND THREE ADDITIONAL BOARD MEMBERS. A. ROLE. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWER OF THE BOARD BETWEEN THE MEETINGS OF THE BOARD. B. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE MUST BE RATIFIED BY THE FULL BOARD AT ITS NEXT MEETING. C. MEETINGS. THE EXECUTIVE COMMITTEE SHALL MEET AT THEIR DISCRETION BETWEEN MEETINGS OF THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION SHALL HAVE NINE (9) CLASSES OF MEMBERS AS DESCRIBED BELOW. A. PHYSICIAN MEMBERS: MDS, DOS, PODIATRIC PHYSICIANS AND DENTISTS WHO MEET THE QUALIFICATIONS FOR MEMBERSHIP IN SECTION 2. THERE ARE 4 CLASSES OF MEMBERSHIP IN THIS CATEGORY - "MEMBERS", "DIPLOMATES", "FELLOWS", AND "DISTINGUISHED FELLOWS". B. SPECIAL CATEGORIES OF MEMBERSHIP. THERE ARE TWO (2) SPECIAL CATEGORIES OF MEMBERSHIP "HONORARY MEMBERS", AND "HONORARY FELLOWS". C. AFFILIATE MEMBERS: THIS CLASS OF MEMBERSHIP IS OPEN TO CLINICAL HEALTHCARE PROFESSIONS AS DESIGNATED AND APPROVED BY THE ASSOCIATON BOARD. BENEFITS ARE THE SAME AS TRADITIONAL MEMBERS (INCLUDING DISCOUNTS ON COURSES), EXCEPT THAT THEY CAN NOT SERVE ON THE BOARD, BECOME AN OFFICER, OR BECOME A CPE. AFFILIATE MEMBERS CAN SERVE ON COMMITTEES AND TASK FORCES AND BE EX-OFFICIO MEMBERS OF THE BOARD. D. HEALTHCARE LEADERS: THIS CLASS OF MEMBERSHIP IS OPEN TO NON-CLINICIAN HEALTHCARE LEADERS AND MANAGERS INCLUDING HOSPITAL EXECUTIVES, PRACTICE MANAGERS, PHARMACEUTICAL COMPANY EXECS - ANYONE WHO WORKS WITH PHYSICIAN EXECUTIVES TO DELIVER HEALTHCARE SERVICES OR PRODUCTS. BENEFITS ARE THE SAME AS AFFILIATE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE FELLOWS OR DISTINGUISHED FELLOWS OF THE CORPORATION AND SHALL BE ELECTED BY THE MEMBERS OF THE CORPORATION UNDER PROCEDURES ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FOR PURPOSES OF THIS PARAGRAPH, A MEMBER OF THE BOARD OF DIRECTORS OF THE ASSOCIATION HAS A CONFLICT OF INTEREST WHEN HE OR SHE STANDS FOR ELECTION AS AN OFFICER OR FOR RE-ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. INTERESTED PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF THE ASSOCIATION, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOSE TO THEIR SUPERVISOR, OR THE CHIEF EXECUTIVE OFFICER, OR THE CHIEF EXECUTIVE OFFICER'S DESIGNEE, ANY CONFLICT OF INTEREST THAT SUCH INTERESTED PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE INTERESTED PERSON. THE INTERESTED PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ASSOCIATION'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHIEF EXECUTIVE OFFICER, OR THE CHIEF EXECUTIVE OFFICER'S DESIGNEE, WHO SHALL DETERMINE WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. ANNUALLY EACH DIRECTOR, OFFICER, EMPLOYEE AND VOLUNTEER SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO ANOTHER NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE ASSOCIATION. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A DIRECTOR, OFFICER, EMPLOYEE OR VOLUNTEER, OR A FAMILY MEMBER THEREOF, SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE CHIEF EXECUTIVE OFFICER, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE CHIEF EMPLOYED EXECUTIVE, OTHER OFFICERS, AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. COMPENSATION IS REVIEWED AND APPROVED USING DATA NO GREATER THAN THREE YEARS OLD AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFYING COMMISSION IN MEDICAL MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR SUITE 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311487805 | EIN |
| Primary Activities | IMPROVING THE HEALTH CARE DELIVERY SYSTEM | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFYING COMMISSION IN MEDICAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $98,210 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
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