2014-08-11T10:59:17-05:00 2013-12-31 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2013-01-01 360724325 Foundation of the American College of Healthcare Executives FOUN 3124242800 One North Franklin No 1700 Chicago IL 60606 Deborah J Bowen FACHE, CAE 3124242800 2014-08-11 1 Wayne Harder P00294296 3126343400 2013 2015-11-30 17:44:51Z Deborah J Bowen One North Franklin No 1700 Chicago IL 60606 28597280 0 X www.ache.org X 1944 IL Conduct research activities and provide continuing education opportunities through seminars, workshops, conferences, and publications. 15 15 0 140 0 0 912121 542674 9753425 8918875 1809776 3630119 4107315 3468794 16582637 16560462 84000 79000 0 0 2546514 2789156 0 4500 192827 9048020 9063359 11678534 11936015 4904103 4624447 46867602 53345043 3968838 3797483 42898764 49547560 X The mission of Foundation of the American College of Healthcare Executives ("The Foundation") is to produce educational programs and publications that further the healthcare executive community. Its educational offerings include the annual Congress on Healthcare Leadership, which draws more than 4,000 participants each year. The Foundation's publishing division, Health Administration Press, is one of the largest publishers of books and journals on all aspects of health services management including textbooks for use in college and university courses. The division of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. A philanthropic initiative of the Foundation was created to bring innovation to the forefront of healthcare leadership. Through such efforts, the Foundation works toward its goal of improving healthcare delivery. 0 0 3137558 4496424 The Foundation's seminars, conferences, and distant learning programs provide special opportunities for healthcare executives to learn from colleagues at national and regional events. The programs feature speakers who address a broad spectrum of healthcare management and executive leadership topics. 2569472 3780619 Publication of Educational Books and Journals - Health Administration Press (HAP), the publishing division of ACHE, publishes management books, textbooks used in healthcare administration programs at universities, and journals, including Frontiers of Health Services Management and the Journal of Healthcare Management. HAP also offers self-study courses. 1795578 3644837 The Congress on Healthcare Leadership provides continuing education opportunities, networking and peer-learning, and the latest information to address the challenges faced by healthcare executives. The annual conference was attended by more than 4,000 participants. 686244 79000 The department of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. Studies are done through a variety of formats such as surveys and annual reports that explore current and future issues confronting hospital CEOs and the extent of the hospital CEO turnover among other topics. The Foundation conducts research using interviews, surveys, and focus groups of healthcare executives. The Foundation also administers a voluntary giving program. 686244 79000 8188852 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 371 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X Maria Martinez 3124249333 One North Franklin Suite 1700 Chicago IL 60606 Rulon F Stacey PHD FACHE Immediate Past Chairman 1.00 5.00 X X 0 0 0 Christine Candio FACHE Governor/Chair Elect 1.00 5.00 X X 0 3937 0 Gayle L Capozzalo FACHE Chairman/Immediate Past Chair 1.00 5.00 X X 0 0 0 Kathleen A Bizarro FACHE Governor 1.00 5.00 X 0 0 0 Richard D Cordova FACHE Governor 1.00 5.00 X 0 0 0 CAPT Robert S Fry PhD FACHE Governor 1.00 5.00 X 0 0 0 John L Harrington Jr FACHE Governor 1.00 5.00 X 0 0 0 Michael Alan King FACHE Governor 1.00 5.00 X 0 0 0 Edward Lamb FACHE Governor 1.00 5.00 X 0 0 0 James Y Lee FACHE Governor 1.00 5.00 X 0 0 0 Marcel C Loh FACHE Governor 1.00 5.00 X 0 691 0 Timothy A Ols FACHE Governor 1.00 5.00 X 0 0 0 Andrea R Price FACHE Governor 1.00 5.00 X 0 0 0 Vanda L Scott EdD FACHE Governor 1.00 5.00 X 0 0 0 Sunil K Sinha MD FACHE Governor 1.00 5.00 X 0 0 0 Diana M Smalley FACHE Chair Elect/Chairman 1.00 5.00 X X 0 1482 0 Darlene Stromstad FACHE Governor 1.00 5.00 X 0 0 0 Lori L Wightman FACHE Governor 1.00 5.00 X 0 0 0 Stephen C Waldhoff FACHE Governor 1.00 5.00 X 0 0 0 Thomas C Dolan PHD FACHE President and CEO 20.00 20.00 X 0 881895 41135 Deborah Jean Bowen FACHE President and CEO and EVP/COO 20.00 20.00 X 0 521612 278148 Elizabeth A Summy Executive Vice President/COO 20.00 20.00 X 0 138461 17273 Edmund J Dietrich FACHE Chief Financial Officer 20.00 20.00 X 0 189850 25200 Maureen Catherine Glass FACHE VP, Health Admin Press 40.00 0.10 X 0 203053 31056 Howard Jaye Horwitz FACHE VP, Education 40.00 X 0 118461 24439 Theresa Somrak Associate Director, DoPD 40.00 X 0 104117 18600 Leslie Athey Director, Research 40.00 X 0 112213 16305 0 2275772 452156 8 0 1 0 Brightkey Inc 9050 Junction Drive Annapolis Junction MD 20701 Order Fulfillment/Warehousing 338996 Royle Printing 745 S Bird Street Sun Prairie WI 53590 Printing Services 198332 United Fulfillment 9913 S 78th Avenue Hickory Hills IL 60457 Printing & Mailing 197293 Cushing-Malloy Inc 1350 N Main Street Ann Arbor MI 48104 Printing Services 109627 4 145752 396922 542674 Educational Conference Registrati 611710 8046534 8046534 Publication Revenue 511190 777613 777613 Conference Exhibit Fees 611710 87750 87750 Educational Materials 611710 6978 6978 8918875 2128378 2128378 494484 494484 12477142 10975401 1501741 1501741 1501741 187000 145752 215695 -28695 -28695 3848239 845722 3002517 3002517 488 488 488 16560462 11921880 0 4095908 2000 2000 77000 77000 234109 234109 2022313 1924353 97960 170799 162226 8573 208052 198581 9471 153883 147110 6773 13544 13544 4500 4500 83348 83348 115456 115456 467412 456492 10920 613424 599372 14052 65271 64042 1229 3002850 2998520 4330 26270 26270 Overhead allocation 3978042 482944 3470988 24110 Service Fees 628451 628451 Dues and Fees 37860 37395 465 Promotions and Awards 3757 3757 27674 30774 -3100 11936015 8188852 3554336 192827 5526512 3824798 9669903 9711582 529517 352467 1136815 999724 277644 284627 109494 56026 4158763 3629860 553275 528903 29064442 37586916 46867602 53345043 1529746 1296755 1367843 1508202 1071249 992526 3968838 3797483 X 36950671 42637263 4638093 5600297 1310000 1310000 42898764 49547560 46867602 53345043 4624447 2024349 0 X 0 1 X 1 0 X 2946216 217831 268974 912121 632094 4977236 11528672 13915788 14492378 14498211 12767114 67202163 14474888 14133619 14761352 15410332 13399208 72179399 0 0 0 72179399 704151 973143 1092064 1305333 2622862 6697553 704151 973143 1092064 1305333 2622862 6697553 185284 209977 212242 488 607991 15364323 15316739 16065658 16715665 16022558 79484943 0.90810 0.92750 0.08430 0.06210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1041 1041 0 Part II-B, Line 1: The Foundation does no lobbying; however, a small portion of the dues paid to organizations is attributable to lobbying. 2448914 419775 43026 32692 2792971 2218550 292974 48766 13844 2448914 2313283 -16458 13500 64775 2218550 2139335 287871 26500 87423 2313283 1833774 397884 17500 74823 2139335 0.00000 0.46900 0.53100 0 0 979642 810336 169306 2330728 2012627 318101 848393 806897 41496 528903 Due to American College of Healthcare Executives 992526 992526 X Part V, Line 4: Foundation of The American College of Healthcare Executives utilizes temporarily restricted and earnings from restricted funds for the specific purpose for which each fund was created. Funds exist to provide healthcare leadership and development support, to support educational lectures, and to provide scholarships, etc. Part X, Line 2: The Foundation is a tax-exempt organization under Internal Revenue Code 501(c)(3). 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 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 tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBTI). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these financial statements. The Foundation files the Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2010. Gala 332752 145752 187000 2858 169273 43564 332752 145752 187000 2858 169273 43564 215695 -28695 1 Foster McGaw Scholarship 8 40000 Albert W Dent Scholarship 5 25000 Richard J. Stull Student Essay Competition in Healthcare Management 6 12000 Part I, Line 2: The Foundation of the American College of Healthcare Executives releases temporarily restricted special purpose funds as budgeted in accordance with its investment spending policy under the supervision of the CFO. For individual scholarship grants (to members only), the Foundation's scholarship committee processes candidate applications, confirms eligibility, confirms participation in an accredited MHA program, evaluates candidates and selects award winners. 0 1 0 0 0 0 0 0 0 Thomas C Dolan PHD FACHE President and CEO 0 389852 0 109017 0 383026 0 27383 0 13752 0 923030 0 150471 Deborah Jean Bowen FACHE President and CEO and EVP/COO 0 459212 0 49411 0 12989 0 269943 0 8205 0 799760 0 0 Elizabeth A Summy Executive Vice President/COO 0 137082 0 0 0 1379 0 6141 0 11132 0 155734 0 0 Edmund J Dietrich FACHE Chief Financial Officer 0 170476 0 16920 0 2454 0 23112 0 2088 0 215050 0 0 Maureen Catherine Glass FACHE VP, Health Admin Press 0 177142 0 22619 0 3292 0 23950 0 7106 0 234109 0 0 Part I, Line 4b The following individuals participated in a 457(f) non-qualified retirement plan and were paid the following amounts during the year: Deborah Jean Bowen, FACHE $0 Thomas C. Dolan, PhD, FACHE $150,471 Part I, Line 3: The CEO is compensated by American College of Healthcare Executives. 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 discussions are contemporaneously documented. Form 990, Part VI, Section B, line 11 Form 990 was sent to both the Audit Committee and the Board. Each group then met via conference call to discuss the key points of Form 990 and allow for discussion. Any changes deemed necessary were made to the returns before filing with the IRS. Form 990, Part VI, Section B, line 12c During each Board and Executive Committee meeting, Foundation of the American College of Healthcare Executives' members 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 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 HR Director reviews all statements and would investigate any potential conflict, taking action as necessary. Form 990, Part VI, Section B, line 15 Key employees are compensated through a related entity. A comparability study is done annually and an independent review is done every three years. The CEO is compensated through a related entity. His compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies and approval by the Board Compensation Committee. All discussions are contemporaneously documented. Form 990, Part VI, Section C, line 19 Foundation of the American College of Healthcare Executives 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. American College of Healthcare Executives One North Franklin Suite 1700 Chicago IL 60606 363208430 Membership IL 501(c)(6) N/A 0 Professional Society Services Inc & Subs One North Franklin Suite 1700 Chicago IL 60606 363313467 Management Services IL American College of Healthcare Executives C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 American College of Healthcare Executives C 169273 Cost American College of Healthcare Executives P 3978042 Cost