2014-05-08T13:26:01-05:00 2013-06-30 420714325 MCGLADREY LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2012-07-01 223020486 ACADEMY OF MANAGED CARE PHARMACY ACAD 7036838416 100 NORTH PITT STREET NO 400 ALEXANDRIA VA 22314 EDITH A ROSATO 7036838416 2014-05-08 1 YONG ZHANG CPA P01249785 7033366400 2012 2016-03-07 17:11:31Z AMCP KIM CALDWELL 100 NORTH PITT STREET NO 400 ALEXANDRIA VA 22314 12553418 0 X HTTP://WWW.AMCP.ORG X 1989 NJ AMCP'S MISSION IS TO EMPOWER ITS MEMBERS TO SERVE SOCIETY BY USING SOUND MEDICATION MANAGEMENT PRINCIPLES AND STRATEGIES TO IMPROVE HEALTH CARE FOR ALL. MANAGED CARE PHARMACY PRINCIPLES ARE BASED UPON THE USE OF SCIENTIFIC EVIDENCE TO ACHIEVE HEALTHY OUTCOMES WHILE MAKING THE BEST USE OF MONEY SPENT ON MEDICATIONS AND THEIR MANAGEMENT. 10 9 42 360 429096 -150 73968 8845 7428573 6640690 1020941 391135 127018 654366 8650500 7695036 17175 17890 0 0 4793463 3749614 0 0 0 4201618 4090621 9012256 7858125 -361756 -163089 11128367 10699649 2152831 1578497 8975536 9121152 X AMCP'S MISSION IS TO EMPOWER ITS MEMBERS TO SERVE SOCIETY BY USING SOUND MEDICATION MANAGEMENT PRINCIPLES AND STRATEGIES TO IMPROVE HEALTH CARE FOR ALL. MANAGED CARE PHARMACY PRINCIPLES ARE BASED UPON THE USE OF SCIENTIFIC EVIDENCE TO ACHIEVE HEALTHY OUTCOMES WHILE MAKING THE BEST USE OF MONEY SPENT ON MEDICATIONS AND THEIR MANAGEMENT. 0 0 EDUCATIONAL SYMPOSIA - AN ANNUAL MEETING, AN EDUCATIONAL CONFERENCE AND OTHER CONFERENCES/SYMPOSIA THAT OFFER PROFESSIONAL EDUCATION TO BUILD CONTEMPORARY SKILLS IN PHARMACEUTICAL CARE. JOURNAL - THE "JOURNAL OF MANAGED CARE PHARMACY" PROVIDES APPLIED PROFESSIONAL & SCIENTIFIC INFORMATION TO ADVANCE PHARMACY'S CONTRIBUTION TO PATIENT CARE IN MANAGED HEALTH CARE SYSTEMS. THE JOURNAL IS PUBLISHED NINE TIMES A YEAR. GOVERANCE - VOLUNTEER LEADERSHIP ACTIVITIES OF AMCP MEMBERS INCLUDE COMMITTEE AND TASK FORCE MEETINGS, PROJECTS AND PROGRAMS THAT ENHANCE AMCP MEMBER BENEFITS AND SERVICES. GENERAL MEMBERSHIP SERVICES - MEMBERS BENEFIT FROM SERVICES PROVIDED BY THE ORGANIZATION, INCLUDING THE FOLLOWING: CONTINUING EDUCATION, PROCEEDINGS BINDERS, NEWSLETTERS AND CAREER REFERRALS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 23 0 1 42 1 1 1 0 0 0 1 1 0 X 10 9 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X EDITH A ROSATO SECRETARYCEO 7036838416 100 N PITT STREET SUITE 400 ALEXANDRIA VA 22314 DOUG BURGOYNE 1.00 X X 0 0 0 KIM CALDWELL 1.00 X X 0 0 0 DANA DAVIS MCCORMICK 1.00 X X 0 0 0 H ERIC CANNON 1.00 X X 0 0 0 DAVID CALABRESE 1.00 X 0 0 0 STANLEY E FERRELL 1.00 X 0 0 0 KATHLEEN KAA 1.00 0.50 X 0 0 0 LYNN NISHIDA 1.00 X 0 0 0 MITZI WASIK 1.00 X 0 0 0 EDITH A ROSATO RPH IOM 38.00 0.50 X X 432580 0 18667 JOHANN DE CASTRO 38.00 X 142354 0 22742 LAUREN FULLER 38.00 X 241380 0 9229 MARISSA SCHLAIFER 38.00 X 233821 0 11560 APRIL SHAUGHNESSY 38.00 X 170551 0 13873 FRED CURTISS 38.00 X 162581 0 12795 MARK BRUECKL 38.00 X 126769 0 24358 WELTON O'NEAL 38.00 X 121085 0 8536 CHARLES DRAGOVICH 38.00 X 119297 0 5792 KRISTA KIRK 38.00 X 108946 0 1094 AIMEE HICKOX 38.00 X 107668 0 4816 JUDITH CAHILL 0.00 X 263400 0 19331 KEVIN ALDER 0.00 X 112688 0 0 2343120 0 152793 15 1 1 0 GOLD COAST 50A RIVER DRIVE TITUSVILLE NJ 08560 AUDIO VISUAL 334840 FREEMAN PO BOX 650036 DALLAS TX 75265 DECORATION AND EXPOSITION SERVICES 135000 2 8845 8845 CONFERENCE REGISTRATIO 900099 3683250 2382861 1300389 MEMBERSHIP DUES 900099 1563190 1563190 PUBLICATION 541800 753240 329994 423246 EXHIBIT FEES 900099 635160 635160 MEMBERSHIP DIRECTORY 541800 5850 5850 6640690 156981 156981 4975 4975 5092536 4858382 234154 234154 234154 OTHER INCOME 900099 649391 649391 649391 7695036 4276045 429096 2981050 X 17890 1472133 1860390 19091 167087 230913 73259 43454 829238 17317 604527 19692 285898 447763 986849 25827 150794 38113 PRINTING & PUBLICATION 204665 DUESS & SUBSCRIPTION 130389 TEMPORARY HELP 50197 TRAINING 32200 150439 7858125 276 300 3614062 1688975 246151 310520 300000 300000 116524 112691 1615682 1143590 562099 472092 6086347 7725057 202908 90014 11128367 10699649 808669 525774 887858 910145 456304 142578 2152831 1578497 X 8957649 9103888 17887 17264 8975536 9121152 11128367 10699649 -163089 308705 0 X X 0 1 X 1 0 0 0 0 1563190 744304 744304 750331 -6027 397646 293722 103924 1218036 849868 368168 472092 CAPITAL LEASE PAYABLE 58104 DEFERRED TENANT IMPROVEMENTS 84474 142578 X 8829472 308705 825731 1134436 7695036 0 7695036 8214332 356207 356207 7858125 0 7858125 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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 FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ACADEMY 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. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ACADEMY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATE 1,003,412. CONSOLIDATED AUDIT ELIMINATIONS -177,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF AFFILIATE 533,888. CONSOLIDATED AUDIT ELIMINATIONS -177,681. 1 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 100 NORTH PITT ST STE 400 ALEXANDRIA VA 22314 223107061 501C(3) 17890 PROGRAM SUPPORT. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: AWARDS/SCHOLARSHIPS/GRANTS RECOGNIZE PROFESSIONALS WHO HAVE SHOWN GREAT LEADERSHIP, VISION AND DEDICATION TO MANAGED CARE PHARMACY, AND PHARMACY STUDENTS AND RESIDENTS OR FELLOWS WHO SUBMIT THE MOST OUTSTANDING POSTERS. X X X X 1 1 0 EDITH A ROSATO RPH IOM 384750 0 45600 0 2230 0 0 0 18667 0 451247 0 0 0 JOHANN DE CASTRO 117367 0 24762 0 225 0 1471 0 21271 0 165096 0 0 0 LAUREN FULLER 194271 0 45046 0 2063 0 6915 0 2314 0 250609 0 0 0 MARISSA SCHLAIFER 183890 0 49537 0 394 0 5862 0 5698 0 245381 0 0 0 APRIL SHAUGHNESSY 136810 0 32761 0 980 0 5085 0 8788 0 184424 0 0 0 FRED CURTISS 105063 0 41926 0 15592 0 3226 0 9569 0 175376 0 0 0 MARK BRUECKL 126010 0 0 0 759 0 3949 0 20409 0 151127 0 0 0 JUDITH CAHILL 0 0 0 0 263400 0 7895 0 11436 0 282731 0 0 0 KEVIN ALDER 0 0 112688 0 0 0 0 0 0 0 112688 0 0 0 PART I, LINES 4A-B FRED CURTISS RECEIVED $14,605 SEVERANCE PAYMENT DURING 2012 DUE TO THE SEPARATION FROM THE ORGANIZATION. JUDITH CAHILL RECEIVED $208,267 FROM 457(F) PLAN DURING THE YEAR. THE 457F PLAN IS A TOP HAT PLAN AND CAN ONLY COVER A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES (HCES). JUDITH RECEIVED THE PAYMENT FROM THE PLAN IN 2012 DUE TO HER RETIREMENT IN OCT 2011. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING SECTION OF THE BYLAWS HAS CHANGED DURING THE YEAR: SECTION 3.4 RIGHTS OF MEMBERS: (B) ACTIVE MEMBERS AND VOTING CORPORATE MEMBER REPRESENTATIVES IN GOOD STANDING SHALL BE ELIGIBLE TO HOLD THE OFFICES OF TREASURER AND DIRECTOR IN THE CORPORATION. ONLY PHARMACISTS (AS DEFINED IN SECTION 3.2(A)) THAT EITHER (I) HOLD MEMBERSHIP IN THE ACTIVE MEMBER CATEGORY OR (II) SERVE AS THE VOTING CORPORATE MEMBER REPRESENTATIVE IN GOOD STANDING SHALL BE ELIGIBLE FOR THE PRESIDENCY OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING MEMBERS: PHARMACIST MEMBERS - PHARMACISTS WHO SUPPORT THE MISSION AND OBJECTIVES OF AMCP. HEALTH CARE PRACTITIONER (NON-PHARMACIST) MEMBERS - NON-PHARMACIST HEALTH CARE PRACTITIONERS, WHO SUPPORT THE MISSION AND OBJECTIVES OF AMCP. ASSOCIATE MEMBERS - INDIVIDUALS NOT ELIGIBLE FOR PHARMACIST OR HEALTH CARE PRACTITIONER (NON-PHARMACIST) MEMBERSHIP, WHO SUPPORT THE MISSION AND OBJECTIVES OF AMCP. CORPORATE MEMBERS - ANY ORGANIZATION OR CORPORATION WHICH SHOWS A COMMUNITY OF INTEREST IN MANAGED CARE PHARMACY AND WISHES TO PROMOTE AND SUPPORT THE MISSION AND OBJECTIVES OF AMCP. HONORARY MEMBERS - INDIVIDUALS WHO ARE ELECTED FOR LIFE BY UNANIMOUS VOTE OF THE BOARD OF DIRECTORS FROM AMONG PERSONS WHO ARE RECOGNIZED FOR THEIR OUTSTANDING CONTRIBUTIONS TO MANAGED CARE PHARMACY. STUDENT MEMBERS - INDIVIDUALS ENROLLED IN AN UNDERGRADUATE PROGRAM OF STUDIES AT AN ACCREDITED COLLEGE OF PHARMACY. GRADUATE/RESIDENT/FELLOW MEMBERS - INDIVIDUALS ENROLLED IN AN AMCP-RECOGNIZED POSTGRADUATE PROGRAM. AFFILIATE MEMBER - AN INDIVIDUAL APPROVED BY THE BOARD OF DIRECTORS, WHO MUST HAVE BY POLICY, STRUCTURE, BYLAWS, MISSION, OR ADMINISTRATION, AN INTEREST IN THE DELIVERY OF PHARMACEUTICAL CARE IN A MANAGED CARE SETTING. NO DUES SHALL BE REQUIRED OF AFFILIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A NOMINATIONS FOR DIRECTOR AND OFFICER POSITIONS SHALL BE MADE BY THE COMMITTEE ON NOMINATIONS. THE COMMITTEE ON NOMINATIONS SHALL CONSIST OF SIX (6) MEMBERS: FIVE (5) PHARMACIST MEMBERS INCLUDING THE CHAIRPERSON AND ONE (1) NON-VOTING STAFF MEMBER. A NONVOTING ALTERNATE PHARMACIST MEMBER WILL ALSO BE SELECTED. ALL COMMITTEE MEMBERS ARE SELECTED BY THE CHAIRPERSON AND THE PRESIDENT AND APPROVED BY THE BOARD OF DIRECTORS. NOMINATIONS BY THE MEMBERS OF THE CORPORATION ELIGIBLE FOR ELECTION SHALL BE SOLICITED AT LEAST SIXTY (60) DAYS PRIOR TO THE ANNUAL MEETING AT WHICH THE INSTALLATION IS TO TAKE PLACE AND SUBMITTED TO THE COMMITTEE ON NOMINATIONS AT LEAST FORTY-FIVE (45) DAYS PRIOR TO SUCH MEETING. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR THE FOLLOWING ELECTED POSITIONS, WHICH ARE OR WILL BE VACANT: PRESIDENT ELECT, TREASURER AND TWO DIRECTORS. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR EACH POSITION OF DIRECTOR THAT WILL BECOME VACANT. CANDIDATES WILL BE CHOSEN FROM AMONG THE NOMINATIONS MADE OR RECEIVED AND APPROVED BY THE MAJORITY OF THE MEMBERS OF THE COMMITTEE ON NOMINATIONS, PROVIDED THAT PERSONS NOMINATED HAVE GIVEN THEIR CONSENT. FORM 990, PART VI, SECTION A, LINE 7B RIGHTS OF MEMBERS INCLUDE: PHARMACIST MEMBERS SHALL BE ELIGIBLE TO VOTE AND HOLD OFFICE IN THE CORPORATION. HEALTH CARE PRACTITIONER (NON-PHARMACIST), ASSOCIATE, CORPORATE, STUDENT/RESIDENT AND AFFILIATE MEMBERS SHALL BE NONVOTING MEMBERS OF THE CORPORATION AND MAY NOT HOLD OFFICE. HONORARY MEMBERS MAY VOTE AND HOLD OFFICE IF OTHERWISE ELIGIBLE FOR PHARMACIST MEMBERSHIP. NO DUES SHALL BE REQUIRED OF HONORARY MEMBERS. ALL MEMBERS - ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO ATTEND MEETINGS OF THE MEMBERS OF THE CORPORATION, TO RECEIVE THE CORPORATION'S PUBLICATIONS, TO RECEIVE A REVIEWED FINANCIAL STATEMENT WHEN AVAILABLE, AND TO RECEIVE MISCELLANEOUS SERVICES AVAILABLE FROM TIME TO TIME TO THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION WILL REVIEW THE 990 FORM INTERNALLY, FIRST, BY VP OF FINANCE & ADMIN AND THE CEO. THE FORM WILL THEN BE SUBMITTED TO THE FINANCE COMMITTEE AND MEMBERS OF ITS GOVERNING BODY FOR REVIEW BEFORE SUBMITTAL OF THE 990 FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE START OF ALL BOARD OF DIRECTOR MEETINGS, THE ACADEMY'S CONFLICT OF INTEREST POLICY IS REVIEWED; SHOULD CONVERSATION MOVE INTO AREAS OF POSSIBLE CONFLICT OF INTEREST/ANTI-TRUST, THE GROUP IS REDIRECTED BY THE CHAIR OR LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY, THE EXECUTIVE COMMITTEE OF THE ACADEMY IS RESPONSIBLE TO EVALUATE THE PERFORMANCE OF THE CEO AND REVIEW PROCESS TO DETERMINE THE MERIT FOR SETTING OR INCREASING THE COMPENSATION FOR THE ACADEMY'S CEO. THE CEO, IN CONJUNCTION WITH THE DIRECTOR OF HUMAN RESOURCES SET THE COMPENSATION OF THE TOP MANAGEMENT AND KEY EMPLOYEES OF THE ORGANIZATION, AND DECISIONS ARE DOCUMENTED AS WELL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS MAY BE OBTAINED UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: TOTAL EXPENSES 829,238. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 100 NORTH PITT ST STE 400 ALEXANDRIA VA 22314 223107061 TO FOSTER RESEARCH & EDUCATION AND ADVANCE THE KNOWLEDGE OF THE PHARMACY. NJ 501(C)(3) LINE 11A, I ACADEMY OF MANAGED CARE PHARMACY 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION Q 200591 FMV ACADEMY OF MANAGED CARE PHARMACY FOUNDATION B 17890 FMV