ACADEMY HEALTH: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY HEALTH (EIN 52-1260918)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-12
- IRS object ID
- 201313169349303486
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-11-12T11:41:17-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1 |
| City | GAITHERSBURG | City |
| State | MD | State |
| ZIP Code | 208787340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521260918 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMYHEALTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ACAD | NameControl |
| Phone | 2022926700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW NO 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BONNIE AUSTIN | Name |
| Title | VICE PRESIDENT | Title |
| Phone | 2022926700 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM E TURCO CPA | Name |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA SIMPSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW NO 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10778994 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | ACADEMYHEALTH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | ACADEMYHEALTH IS ADVANCING THE FIELDS OF HEALTH SERVICES RESEARCH AND HEALTH POLICY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 70 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | 196458 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 90912 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5858915 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6084501 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3610661 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4398111 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 94034 | InvestmentIncomePriorYear |
| Investment Income Current Year | 89402 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 182694 | OtherRevenuePriorYear |
| Other Revenue Current Year | 206980 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9746304 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10778994 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4976729 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5498699 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 7562 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4741122 | OtherExpensePriorYear |
| Other Expenses Current Year | 5238915 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9717851 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10737614 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 28453 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41380 | RevenuesLessExpensesCY |
| Total Assets BOY | 6196876 | TotalAssetsBOY |
| Total Assets EOY | 6813313 | TotalAssetsEOY |
| Total Liabilities BOY | 1413011 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1718937 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4783865 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5094376 | NetAssetsOrFundBalancesEOY |
| Mission Description | ACADEMYHEALTH IS ADVANCING THE FIELDS OF HEALTH SERVICES RESEARCH AND HEALTH POLICY THROUGH THE TRANSFER OF RELEVANT INFORMATION ACROSS THE RESEARCH AND POLICY ARENAS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5815419 | Expense |
| Revenue | 2026553 | Revenue |
| Description | 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. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1743580 | Expense |
| Revenue | 1830439 | Revenue |
| Description | CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 411361 | Expense |
| Revenue | 541119 | Revenue |
| Description | 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. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7970360 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 53 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 70 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DEBORAH L EDWARDS | NamePerson |
| Telephone Number | 2022926700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW NO 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| KATHERINE BAICKER PHD | ||||||||
| CHAIR OF BOARD | 2.00 | X | X | 0 | 0 | 0 | ||
| PAUL WALLACE MD | ||||||||
| VICE CHAIR OF BOARD | 2.00 | X | X | 0 | 0 | 0 | ||
| ROBERT F ST PETER MD | ||||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | ||
| DARRELL J GASKIN PHD | ||||||||
| SECRETARY OF BOAD | 2.00 | X | X | 0 | 0 | 0 | ||
| ELIZABETH A MCGLYNN PHD | ||||||||
| PAST CHAIR OF BOARD | 2.00 | X | 0 | 0 | 0 | |||
| LAURENCE C BAKER PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LYNN A BLEWITT PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| TIMOTHY S CAREY MD MPH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| MARSHALL H CHIN MD MPH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOSE J ESCARCE MD PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| DONALD GOLDMANN MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| ATUL GROVER MD PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CATHERINE HOFFMAN SCD RN | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| VINCENT MOR PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LEN M NICHOLS PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LIS RUBENSTEIN MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| EDUARDO SANCHEZ MD MPH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| KAREN A SCOTT MD MPH | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| PAUL C TANG MD MS | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| JOSEPH THOMSPON MD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| CRAIG V THORNTON PHD | ||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |||
| LISA SIMPSON MB BCH MPH | ||||||||
| PRESIDENT AND CEO | 40.00 | X | 336591 | 0 | 71672 | |||
| DEBORAH EDWARDS | ||||||||
| VP OF OPERATIONS AND CFO | 40.00 | X | 170865 | 0 | 23138 | |||
| GERRY FAIRBROTHER | ||||||||
| SENIOR FELLOW | 40.00 | 200317 | 0 | 23180 | X | |||
| ENRQIUE MARTINEZ-VIDAL | ||||||||
| VICE PRESIDENT | 40.00 | 160086 | 0 | 30743 | X | |||
| BONNIE AUSTIN | ||||||||
| VICE PRESIDENT | 40.00 | 150527 | 0 | 21138 | X | |||
| MICHAEL GLUCK | ||||||||
| DIRECTOR | 40.00 | 136961 | 0 | 17338 | X | |||
| STACY HALBERT | ||||||||
| DIRECTOR | 40.00 | 132147 | 0 | 32486 | X | |||
| DAVID HELMS | ||||||||
| FORMER PRESIDENT AND CEO | 0.00 | 171640 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1459134 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 219695 | TotalOtherCompensation |
| Number Individuals GT100 K | 13 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WAKELY CONSULTING GROUP | |||||
| 17757 US HIGHWAY 19N STE 310 | CLEARWATER | FL | 33764 | PROFESSIONAL SERVICES | 567318 |
| WALT DISNEY SWAN & DOLPHIN HOTEL | |||||
| 1500 EPCOT RESORTS BLVD | LAKE BUENA VISTA | FL | 32830 | FOOD SERVICES & MEETING | 495938 |
| AUDIO VISUAL ONE LTD | |||||
| 724 CREPE MYRTLE CIRCLE | APOPKA | FL | 32712 | AV SERVICES | 238793 |
| UNVERSITY OF NORTH CAROLINA SHEPS CENTER | |||||
| 725 MARTIN LUTHER KING JR BLVD C | CHAPEL HILL | NC | 27599 | PROFESSIONAL SERVICES | 235832 |
| MARRIOTT CORPORATE | |||||
| 1331 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20058 | FOOD SERVICES & MEETING | 160121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 2117678 | GovernmentGrants |
| All Other Contributions | 3966823 | AllOtherContributions |
| Total Contributions | 6084501 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| CONTRACT SERVICES | 900099 | 2026553 | 2026553 |
| MEETING REGISTRATION | 900099 | 1830439 | 1830439 |
| MEMBERSHIP DUES | 900099 | 541119 | 541119 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4398111 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 89402 | TotalRevenueColumn |
| Exclusion | $89,402 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING | 541800 | 196458 | 196458 | |
| OTHER REVENUE | 900099 | 6696 | $6,696 | |
| MAILING LIST | 900099 | 3826 | $3,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 206980 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10778994 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4398111 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 196458 | UnrelatedBusinessRevenue |
| Exclusion | $99,924 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427475 | Total |
| Program Services | 114440 | ProgramServices |
| Management And General | 313035 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3453547 | Total |
| Program Services | 2719609 | ProgramServices |
| Management And General | 726395 | ManagementAndGeneral |
| Fundraising | 7543 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376696 | Total |
| Program Services | 274988 | ProgramServices |
| Management And General | 101708 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930746 | Total |
| Program Services | 679821 | ProgramServices |
| Management And General | 250925 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310235 | Total |
| Program Services | 226472 | ProgramServices |
| Management And General | 83763 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5028 | Total |
| Management And General | 5028 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40083 | Total |
| Management And General | 40083 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144000 | Total |
| Program Services | 144000 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 381952 | Total |
| Program Services | 319369 | ProgramServices |
| Management And General | 62583 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162081 | Total |
| Program Services | 119015 | ProgramServices |
| Management And General | 43066 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 531453 | Total |
| Management And General | 531453 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 678982 | Total |
| Program Services | 617461 | ProgramServices |
| Management And General | 61521 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 685112 | Total |
| Program Services | 650166 | ProgramServices |
| Management And General | 34946 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124079 | Total |
| Management And General | 124079 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25833 | Total |
| Management And General | 25833 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUBCONTRACTS | 1374139 | 1353174 | 20965 | |
| EQPT RENTAL, REPAIR & M | 413060 | 324574 | 88486 | |
| OTHER EXPENSES | 393949 | 189017 | 204913 | 19 |
| DUES, FEES | 279164 | 238254 | 40910 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10737614 | Total |
| Program Services | 7970360 | ProgramServices |
| Management And General | 2759692 | ManagementAndGeneral |
| Fundraising | 7562 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 969721 | BOY |
| EOY | 670443 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 328726 | BOY |
| EOY | 420721 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1404458 | BOY |
| EOY | 2171068 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2191 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 148450 | BOY |
| EOY | 183856 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1688728 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1414513 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 343348 | BOY |
| EOY | 274215 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1319947 | BOY |
| EOY | 1346970 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1460291 | BOY |
| EOY | 1702724 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 219744 | BOY |
| EOY | 43316 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6196876 | BOY |
| EOY | 6813313 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 319884 | BOY |
| EOY | 507657 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 389843 | BOY |
| EOY | 688198 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 398256 | BOY |
| EOY | 402194 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305028 | BOY |
| EOY | 120888 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1413011 | BOY |
| EOY | 1718937 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4783865 | BOY |
| EOY | 5094376 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4783865 | BOY |
| EOY | 5094376 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6196876 | BOY |
| EOY | 6813313 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 41380 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 269131 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8149129 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7083182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7233343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6396672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6625620 | CurrentTaxYear |
| Total | 35487946 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8149129 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7083182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7233343 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6396672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6625620 | CurrentTaxYear |
| Total | 35487946 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 11321250 | AmountsSubstContributorsTotal |
| Public Support Total170 | 24166696 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 78242 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53948 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 77156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 94034 | CurrentTaxYearMinus1Year |
| Current Tax Year | 89402 | CurrentTaxYear |
| Total | 392782 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 21148 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus1 Year | 92962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 90212 | CurrentTaxYear |
| Total | 204322 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 27042 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10522 | CurrentTaxYear |
| Total | 50188 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 36135238 | TotalSupport |
| Gross Receipts From Admissions Etc | 13014827 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.66880 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.63130 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 141700 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 141700 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10595914 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 10737614 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 686881 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 171720 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 686881 | CurrentYear |
| Total | 686881 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,030,322 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 141700 | CurrentYear |
| Total | 141700 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 171720 | CurrentYear |
| Total | 171720 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $257,580 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75694 | BeginningOfYearBalance |
| Contributions | 110 | Contributions |
| Investment Earnings Or Losses | 54 | InvestmentEarningsOrLosses |
| Other Expenditures | 6123 | OtherExpenditures |
| End Of Year Balance | 69735 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82249 | BeginningOfYearBalance |
| Other Expenditures | 6555 | OtherExpenditures |
| End Of Year Balance | 75694 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88658 | BeginningOfYearBalance |
| Other Expenditures | 6409 | OtherExpenditures |
| End Of Year Balance | 82249 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96396 | BeginningOfYearBalance |
| Other Expenditures | 7738 | OtherExpenditures |
| End Of Year Balance | 88658 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 95873 | BeginningOfYearBalance |
| Contributions | 523 | Contributions |
| End Of Year Balance | 96396 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1688728 | OtherCostOrOtherBasis |
| Depreciation | 1414513 | Depreciation |
| Book Value | 274215 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 274215 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 3,543.038 SHS VANGUARD MID-CAP IDX FD ADM | 361284 | F |
| 9,919.972 SHS VANGUARD SMALL-CAP IDX FD ADM | 384498 | F |
| 14,126.697 SHS VANGUARD TOTAL STOCK MKT IDX ADM | 503617 | F |
| 3,450.749 SHS VANGUARD 500 INDEX FUND ADM | 453325 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1702724 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUBLEASE RENT DEPOSIT | $51,465 |
| ACCRUED RETIREMENT OBLIGATION | $43,316 |
| DEFERRED LEASE LIABILITY | $26,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 120888 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 10778994 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 10778994 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10778994 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10737614 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10737614 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10737614 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE ALICE S. HERSH MEMORIAL AWARD PROVIDES FUNDING FOR EXCEPTIONALLY PROMISING YOUNG HEALTH SERVICE RESEARCHERS WHO SHOW POTENTIAL FOR FUTURE CONTRIBUTIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | ACADEMYHEALTH IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ACADEMYHEALTH QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2012, TOTALED $114,066. ACADEMYHEALTH FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH 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, ACADEMYHEALTH 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 ACADEMYHEALTH'S TAX POSITIONS AND CONCLUDED THAT ACADEMYHEALTH HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, ACADEMYHEALTH IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2009. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA SIMPSON MB BCH MPH | ||||||||||||||
| PRESIDENT AND CEO | 335977 | 0 | 0 | 0 | 614 | 0 | 52861 | 0 | 20348 | 0 | 409800 | 0 | 0 | 0 |
| DEBORAH EDWARDS | ||||||||||||||
| VP OF OPERATIONS AND CFO | 170694 | 0 | 0 | 0 | 171 | 0 | 17000 | 0 | 7675 | 0 | 195540 | 0 | 0 | 0 |
| GERRY FAIRBROTHER | ||||||||||||||
| SENIOR FELLOW | 198447 | 0 | 0 | 0 | 1870 | 0 | 8200 | 0 | 16335 | 0 | 224852 | 0 | 0 | 0 |
| ENRQIUE MARTINEZ-VIDAL | ||||||||||||||
| VICE PRESIDENT | 159616 | 0 | 0 | 0 | 470 | 0 | 16500 | 0 | 15780 | 0 | 192366 | 0 | 0 | 0 |
| BONNIE AUSTIN | ||||||||||||||
| VICE PRESIDENT | 150385 | 0 | 0 | 0 | 142 | 0 | 15000 | 0 | 7675 | 0 | 173202 | 0 | 0 | 0 |
| MICHAEL GLUCK | ||||||||||||||
| DIRECTOR | 136764 | 0 | 0 | 0 | 197 | 0 | 11200 | 0 | 7638 | 0 | 155799 | 0 | 0 | 0 |
| STACY HALBERT | ||||||||||||||
| DIRECTOR | 132065 | 0 | 0 | 0 | 82 | 0 | 13675 | 0 | 20295 | 0 | 166117 | 0 | 0 | 0 |
| DAVID HELMS | ||||||||||||||
| FORMER PRESIDENT AND CEO | 0 | 0 | 0 | 0 | 171640 | 0 | 0 | 0 | 0 | 0 | 171640 | 0 | 171640 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | LISA SIMPSON, EXECUTIVE DIRECTOR, PARTICIPATES IN A 457(F) PLAN. THE 2012 CONTRIBUTION TO THE PLAN WAS $20,000. DAVID HELMS, FORMER EXECUTIVE DIRECTOR, RECEIVED A PAYMENT IN THE AMOUNT OF $171,640 FROM A 457(F) PLAN. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 11 | THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT FORM BEFORE FILING. THE SUBMITTED FORM IS SHARED WITH THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS PART OF THE BYLAWS AND IT WAS RECENTLY UPDATED. AT THE BEGINNING OF EACH YEAR, THE BOARD AND KEY OFFICIALS ARE ASKED TO REVIEW THE POLICY, COMPLETE THE FORM, SIGN AND SUBMIT (TYPICALLY THESE ARE COLLECTED AT THE DECEMBER BOARD MEETING). |
| FORM 990, PART VI, SECTION B, LINE 15 | IN 2012, ACADEMYHEALTH HIRED AN INDEPENDENT CONSULTING FIRM TO CONDUCT A COMPLETE REVIEW THE COMPENSATION STRUCTURE (INCLUDING CEO POSITION) TO ASSESS OUR ALIGNMENT WITH THE CURRENT MARKET AND COMPETITIVE POSITION. AS COMPS, THE FIRM USED PUBLISHED SURVEYS REPORTED DETAILED COMPENSATION DATA FROM VARIOUS LABOR MARKETS, INCLUDING WASHINGTON, DC ASSOCIATIONS, NONPROFITS, AND ORGANIZATIONS WITH 35-59 FULL-TIME EMPLOYEES AND OPERATING BUDGETS OF $8.0 TO 15 MILLION. THE COMPENSATION DATA FROM THE SURVEY INCLUDED BASE SALARY AND TOTAL CASH COMPENSATION DATA AT THE 25TH, 50TH (MEDIAN), AND 75TH PERCENTILES, WHERE AVAILABLE. THE FIRM ALSO COLLECTED COMPENSATION DATA FROM PEER ORGANIZATIONS FOR CERTAIN SENIOR POSITIONS. THE FIRM ALONG WITH ACADEMYHEALTH'S HR DIRECTOR ASSESSED ALL THE JOB DESCRIPTIONS, COMPARED THE COMPENSATION FOR EACH INDIVIDUAL JOB AGAINST THE MARKET AND EVALUATED ACADEMYHEALTH'S COMPETITIVE POSITIONING. THE RESULTS: - THE FIRM CONSIDERS A SALARY THAT IS BETWEEN 90% AND 110% OF MARKET MEDIAN TO BE WITH COMPETITIVE RANGE. BASED ON THEIR ANALYSIS ACADEMYHEALTH BASE SALARIES ARE ON AVERAGE 98% OF MARKET MEDIAN. SOME JUNIOR POSITIONS WERE BELOW THE RANGE. - THE FIRM IDENTIFIED COMPRESSION AT THE TOP LEVELS PARTICULARLY AT THE DIRECTOR (LEVEL 6) AND VICE PRESIDENT (LEVEL 8) LEVELS AND THEREFORE RECOMMENDED THE DEVELOPMENT OF A LEVEL 7-SENIOR DIRECTOR. IT WAS REPORTED THAT MORE NONPROFITS AND SMALLER ORGANIZATIONS ARE BEGINNING TO SEE THE NEED FOR A SENIOR LEVEL BELOW THEIR EXECUTIVE MANAGEMENT TEAM. THE FIRM PROPOSED THE IMPLEMENTATION OF MORE DETAILEDLEVEL DESCRIPTIONS (TO BETTER DISTINGUISH EACH OF THE VARYING ROLES, DUTIES AND RESPONSIBILITIES AT EACH LEVEL) AND A NEW SALARY STRUCTURE FOR THE PROPOSED ORGANIZATIONAL LEVELS. CREATING A NEW SALARY STRUCTURE WILL HELP CREATE WIDER RANGE SPREADS IN THE UPPER LEVELS TO ALLOW FOR INCUMBENTS AT THAT LEVEL TO STAY IN THEIR POSITIONS LONGER AND TO PROVIDE MORE OPPORTUNITY FOR GROWTH. HOW ARE SALARY INCREASES IMPLEMENTED? ALL STAFF INCLUDING THE CEO HAS A JOB DESCRIPTION AND GOALS DEVELOPED TO BE LINKED TO ANNUAL CORPORATE AND TEAM GOALS. ACADEMYHEALTH NOW USES SUCCESS FACTORS (A CLOUD-BASED PERFORMANCE MANAGEMENT SYSTEM) TO DOCUMENT AND TRACK INDIVIDUAL PROGRESS ON STATED GOALS. AT THE END OF THE YEAR, STAFF MEMBERS ARE EVALUATED BY THEIR SUPERVISOR (AND SUBORDINATES IF THE INDIVIDUAL IS A MANAGER) ON: 1) ACHIEVING SPECIFIC GOALS, 2) CORE ORGANIZATIONAL COMPETENCIES AND 3) FOR MANAGERS- ROLE SPECIFIC COMPETENCIES RELATED TO LEADERSHIP, MANAGING PERFORMANCE AND PROJECT MANAGEMENT. THE RESULT IS A SCORE BY AREA AND OVERALL SCORE-FROM 1 TO 3. THE SCORES ARE LINKED WITH A RANGE OF PERCENTAGE INCREASES, SUCH AS A SCORE OF 2-2.5 WOULD EQUAL A SALARY INCREASE OF 2.5-3%. THE EXECUTIVE TEAM AND HR DIRECTOR (LEVEL 8 AND CEO) REVIEWS ALL PROPOSED INCREASES FOR THOSE STAFF AT LEVEL 7 AND BELOW) TO ENSURE THE INCREASES ARE APPLIED CONSISTENTLY AND WITHIN SALARY BANDS. THE CEO FOLLOWS THE SAME PROCEDURE FOR THE EXECUTIVE TEAM THAT SHE MANAGES WITH CONSULTATION WITH THE HR DIRECTOR WHO SHE DOES NOT SUPERVISE. SIMILARLY, THE CEO DEVELOPS SPECIFIC GOALS WITH STATED EVALUATION MEASURES INCLUDING MEASURES TO ACHIEVE VARIABLE COMPENSATION/BONUS. AFTER YEAR-END, THE DATA IS COMPILED AND THE CEO MEETS WITH THE EXECUTIVE COMMITTEE IN PERSON FOR A FULL REVIEW. THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A SALARY INCREASE USUALLY BASED ON THE SAME RANGE AS OTHER STAFF (EXAMPLE ABOVE) AND A PROPOSED BONUS WHICH IS BASED ON ACHIEVING STATED GOALS AND EVALUATED AS DOCUMENTED AT THE BEGINNING OF THE YEAR. THE PROPOSE INCREASE AND BONUS IS COMPARED WITH THE INDUSTRY DATA PROVIDED BY THE CONSULTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACADEMYHEALTH PROVIDES BYLAWS, CONFLICT OF INTEREST DATA AND AUDITED FINANCIAL STATEMENTS TO THE PUBLIC UPON A SPECIFIC REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COALITION FOR HEALTH SERVICES RESEARCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW SUITE 600 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521227634 | EIN |
| Primary Activities | SHARED EMPLOYEES; DORMANT IN 2012 | PrimaryActivities |
| Legal Domicile State | DC | LegalDomicileState |
| Exempt Code Section | 501(C)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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