ACADEMY HEALTH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY HEALTH (EIN 52-1260918)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201223199349301682
- Schema version
- 2011v1.2
- 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 | 2012-11-14T09:17:44-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-11-13 | 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 | 2011 | 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 | 9746304 | 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 | DISSEMINATE INFORMATION AND PROVIDE TRAINING, CONSULTATION AND TECHNICAL ASSISTANCE SUPPORT | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 59 | TotalNbrEmployees |
| Total Nbr Volunteers | 400 | TotalNbrVolunteers |
| Total Gross UBI | 170070 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 92962 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 6706291 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5858915 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2700969 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3610661 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 77156 | InvestmentIncomePriorYear |
| Investment Income Current Year | 94034 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 171866 | OtherRevenuePriorYear |
| Other Revenue Current Year | 182694 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9656282 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9746304 | 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 | 4427048 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4976729 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11985 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4780545 | OtherExpensePriorYear |
| Other Expenses Current Year | 4741122 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9207593 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9717851 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 448689 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 28453 | RevenuesLessExpensesCY |
| Total Assets BOY | 6409329 | TotalAssetsBOY |
| Total Assets EOY | 6196876 | TotalAssetsEOY |
| Total Liabilities BOY | 1608949 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1413011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4800380 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4783865 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | COLLABORATE WITH THE HEALTH SERVICES RESEARCH COMMUNITY AND OTHER KEY STAKEHOLDERS TO: 1) SUPPORT THE DEVELOPMENT OF HEALTH SERVICES RESEARCH THROUGH TRAINING AND DEVELOPMENT OPPORTUNITIES; 2) FACILITATE THE USE OF THE BEST AVAILABLE RESEARCH AND INFORMATION BY TRANSLATING AND DISSEMINATING FINDINGS; AND 3) ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES THROUGH TECHNICAL ASSISTANCE AND EDUCATIONAL PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4947852 | Expense |
| Revenue | 1117243 | Revenue |
| Description | PROVIDE TECHNICAL SUPPORT, TRAINING AND CONSULTATION TO FEDERAL AND STATE AGENCIES, INDIVIDUALS AND OTHER RELATED HEALTH ORGANIZATIONS ON HEALTH POLICY AND RESEARCH ISSUES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1525202 | Expense |
| Revenue | 1955661 | Revenue |
| Description | CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 393016 | Expense |
| Revenue | 537757 | 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 | 6866070 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 63 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 59 | 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 | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | 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 | 1 | 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
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH L EDWARDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (27 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 |
|---|---|---|---|---|---|---|---|
| ELIZABETH A MCGLYNN PHD | |||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| KATHERINE BAICKER PHD | |||||||
| VICE CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| CATHERINE HOFFMAN SCD RN | |||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| ROBERT F ST PETER MD | |||||||
| TREASUER | 2.00 | X | X | 0 | 0 | 0 | |
| JOHN M COLMERS MPH | |||||||
| PAST CHAIR | 2.00 | X | X | 0 | 0 | 0 | |
| MARGARITA ALEGRIA PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LYNN BLEWITT PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| TIMOTHY S CAREY MD MPH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOSE J ESCARCE MD PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DARRELL J GASKIN PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ROMANA HASNAIN-WYNIA PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MICHELLE M MELLO JD PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| VICNENT MOR PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LEN M NICHOLS PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LOUIS F ROSSITER PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LISA RUBENSTEIN MD MSPH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CRAIG V THORNTON PHD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOSEPH THOMPSON MD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PAUL WALLACE MD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LISA SIMPSON MBBCH MPH | |||||||
| PRESIDENT AND CEO | 40.00 | X | 291225 | 0 | 38726 | ||
| DEBORAH EDWARDS | |||||||
| VP OF OPERATIONS AND CFO | 40.00 | X | 174623 | 0 | 25055 | ||
| DAVID HELMS | |||||||
| FORMER PRESIDENT AND CEO | 40.00 | X | 230111 | 0 | 1243 | ||
| ENRQIUE MARTINEZ-VIDAL | |||||||
| VICE PRESIDENT | 40.00 | 151864 | 0 | 29294 | X | ||
| BONNIE AUSTIN | |||||||
| VICE PRESIDENT | 40.00 | 151864 | 0 | 33254 | X | ||
| MICHAEL GLUCK | |||||||
| DIRECTOR | 40.00 | 133784 | 0 | 20871 | X | ||
| STACY HALBERT | |||||||
| DIRECTOR | 40.00 | 125103 | 0 | 33671 | X | ||
| ERIN HOLVE | |||||||
| DIRECTOR | 40.00 | 116850 | 0 | 14625 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1375424 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 196739 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | NumberIndividualsGT100K |
| Formers Listed | 0 | 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 |
|---|---|---|---|---|---|
| ARAMARK WASHINGTON STATE CONVENTION CTR | |||||
| 800 CONVENTION PLACE | SEATTLE | WA | 98101 | FOOD SERVICES | 267402 |
| UNVERSITY OF NORTH CAROLINA SHEPS CENTER | |||||
| 725 MARTIN LUTHER KING JR BLVD C | CHAPEL HILL | NC | 27599 | PROFESSIONAL SERVICES | 215538 |
| AUDIO VISUAL ONE LTD | |||||
| 724 CREPE MYRTLE CIRCLE | APOPKA | FL | 32712 | AV SERVICES | 213606 |
| URBAN INSTITUTE | |||||
| 2100 M STREET NW | WASHINGTON | DC | 20037 | PROFESSIONAL SERVICES | 187533 |
| WAKELY CONSULTING GROUP | |||||
| 17757 US HIGHWAY 19N STE 310 | CLEARWATER | FL | 33764 | PROFESSIONAL SERVICES | 184922 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 2336658 | GovernmentGrants |
| All Other Contributions | 3522257 | AllOtherContributions |
| Total Contributions | 5858915 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEETING REGISTRATION | 900099 | 1955661 | 1955661 |
| CONTRACT SERVICES | 900099 | 1117243 | 1117243 |
| MEMBERSHIP DUES | 900099 | 537757 | 537757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3610661 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 94034 | TotalRevenueColumn |
| Exclusion | $94,034 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| ADVERTISING | 541800 | 170070 | 170070 | |
| OTHER REVENUE | 900099 | 8787 | $8,787 | |
| MAILING LIST | 900099 | 3837 | $3,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 182694 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9746304 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3610661 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 170070 | UnrelatedBusinessRevenue |
| Exclusion | $106,658 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 762231 | Total |
| Program Services | 551119 | ProgramServices |
| Management And General | 211112 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2847775 | Total |
| Program Services | 2051025 | ProgramServices |
| Management And General | 784840 | ManagementAndGeneral |
| Fundraising | 11910 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222046 | Total |
| Program Services | 160054 | ProgramServices |
| Management And General | 61992 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 849026 | Total |
| Program Services | 611990 | ProgramServices |
| Management And General | 237036 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 295651 | Total |
| Program Services | 213109 | ProgramServices |
| Management And General | 82542 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5463 | Total |
| Management And General | 5463 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38045 | Total |
| Management And General | 38045 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579839 | Total |
| Program Services | 481199 | ProgramServices |
| Management And General | 98640 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218867 | Total |
| Program Services | 135091 | ProgramServices |
| Management And General | 83776 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 497426 | Total |
| Management And General | 497426 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 658148 | Total |
| Program Services | 583050 | ProgramServices |
| Management And General | 75098 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 673023 | Total |
| Program Services | 639411 | ProgramServices |
| Management And General | 33612 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116869 | Total |
| Management And General | 116869 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14059 | Total |
| Management And General | 14059 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUBCONTRACTS | 1140593 | 1060708 | 79885 | |
| OTHER EXPENSES | 320914 | -36957 | 357796 | 75 |
| REPAIRS & MAINTENANCE | 284199 | 255934 | 28265 | |
| DUES, FEES & PROMOTIONS | 193677 | 160337 | 33340 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9717851 | Total |
| Program Services | 6866070 | ProgramServices |
| Management And General | 2839796 | ManagementAndGeneral |
| Fundraising | 11985 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325639 | BOY |
| EOY | 969721 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 328726 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1404458 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1291626 | BOY |
| EOY | 2191 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 216153 | BOY |
| EOY | 148450 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1633782 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1290434 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 365796 | BOY |
| EOY | 343348 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2945998 | BOY |
| EOY | 1319947 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 114117 | BOY |
| EOY | 1460291 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150000 | BOY |
| EOY | 219744 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6409329 | BOY |
| EOY | 6196876 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 471383 | BOY |
| EOY | 319884 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 389843 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879738 | BOY |
| EOY | 398256 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 257828 | BOY |
| EOY | 305028 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1608949 | BOY |
| EOY | 1413011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800380 | BOY |
| EOY | 4783865 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4800380 | BOY |
| EOY | 4783865 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6409329 | BOY |
| EOY | 6196876 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 28453 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -44968 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 8183650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8149129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7083182 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7233343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6396672 | CurrentTaxYear |
| Total | 37045976 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8183650 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8149129 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7083182 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7233343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6396672 | CurrentTaxYear |
| Total | 37045976 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13353881 | AmountsSubstContributorsTotal |
| Public Support Total170 | 23692095 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 118407 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78242 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 53948 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 77156 | CurrentTaxYearMinus1Year |
| Current Tax Year | 94034 | CurrentTaxYear |
| Total | 421787 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 21148 | CurrentTaxYearMinus2Years |
| Total | 21148 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 27042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12624 | CurrentTaxYear |
| Total | 39666 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 37528577 | TotalSupport |
| Gross Receipts From Admissions Etc | 10865808 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63130 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.48690 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 82249 | BeginningOfYearBalance |
| Other Expenditures | 6555 | OtherExpenditures |
| End Of Year Balance | 75694 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 88658 | BeginningOfYearBalance |
| Other Expenditures | 6409 | OtherExpenditures |
| End Of Year Balance | 82249 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 96396 | BeginningOfYearBalance |
| Other Expenditures | 7738 | OtherExpenditures |
| End Of Year Balance | 88658 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| 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 | 1633782 | OtherCostOrOtherBasis |
| Depreciation | 1290434 | Depreciation |
| Book Value | 343348 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 343348 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| 3,493.78 SHS VANGUARD MID-CAP IDX FD ADM | 311470 | F |
| 9,738.94 SHS VANGUARD SMALL-CAP IDX FD ADM | 325183 | F |
| 13,824.96 SHS VANGUARD TOTAL STOCK MKT IDX ADM | 432721 | F |
| 3,375.79 SHS VANGUARD 500 INDEX FUND ADM | 390917 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1460291 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| SUBLEASE RENT DEPOSIT | $61,996 |
| ACCRUED RETIREMENT OBLIGATION | $190,820 |
| DEFERRED LEASE LIABILITY | $52,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 305028 | TotalOfAmounts |
| Total Revenue | 9746304 | TotalRevenue |
| Total Expenses | 9717851 | TotalExpenses |
| Excess Or Deficit For Year | 28453 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -44968 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -44968 | TotalAdjustments |
| Excess Or Deficit Per FS | -16515 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9701336 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -44968 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -44968 | RevenueNotRptdF990 |
| Revenue Subtotal | 9746304 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9746304 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 9717851 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 9717851 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 9717851 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (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: | 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. ACADEMYHEALTH DID NOT HAVE ANY NET UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2011. 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 2008. |
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 (7 entries)
| 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 MBBCH MPH | |||||||||||||
| 291225 | 0 | 0 | 0 | 0 | 0 | 20000 | 0 | 25007 | 0 | 336232 | 0 | 0 | 0 |
| DEBORAH EDWARDS | |||||||||||||
| 161123 | 0 | 13500 | 0 | 0 | 0 | 16564 | 0 | 10028 | 0 | 201215 | 0 | 0 | 0 |
| DAVID HELMS | |||||||||||||
| 205111 | 0 | 25000 | 0 | 0 | 0 | 1243 | 0 | 0 | 0 | 231354 | 0 | 0 | 0 |
| ENRQIUE MARTINEZ-VIDAL | |||||||||||||
| 151864 | 0 | 0 | 0 | 0 | 0 | 16000 | 0 | 18791 | 0 | 186655 | 0 | 0 | 0 |
| BONNIE AUSTIN | |||||||||||||
| 149864 | 0 | 2000 | 0 | 0 | 0 | 16000 | 0 | 18791 | 0 | 186655 | 0 | 0 | 0 |
| MICHAEL GLUCK | |||||||||||||
| 133784 | 0 | 0 | 0 | 0 | 0 | 13350 | 0 | 8934 | 0 | 156068 | 0 | 0 | 0 |
| STACY HALBERT | |||||||||||||
| 125103 | 0 | 0 | 0 | 0 | 0 | 10720 | 0 | 24403 | 0 | 160226 | 0 | 0 | 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 457(F) PLAN. THE 2011 CONTRIBUTION TO THE PLAN WAS $20,000. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 | FORM 990 IS REVIEWED BY MANAGEMENT AND THE FINANCE COMMITTEE PRIOR TO FILING. COPIES OF THE FORM ARE PROVIDED TO OTHER MEMBERS OF THE BOARD PRIOR TO ITS FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS MUST SIGN A CONFLICT OF INTEREST DISCLOSURE FORM EACH DECEMBER PRIOR TO BEGINNING NEW TERM. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE CONDUCTS A FULL PERFORMANCE REVIEW OF THE PRESIDENT AND CEO. IT INCLUDES A SELF-EVALUATION FORM, UPWARD EVALUATIONS FROM DIRECT REPORTS, AS WELL AS INDUSTRY SALARY INFORMATION. THE BOARD CHAIR OR TREASURER CONVEYS THE RESULT OF THE DELIBERATION TO THE CFO TO IMPLEMENT SALARY CHANGES. THE CEO CONDUCTS FULL PERFORMANCE REVIEW FOR ALL KEY STAFF REPORTING DIRECTLY TO HIM. THE INCLUDES SELF EVALUATION AND UPWARD EVALUATIONS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -44,968. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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 | 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 |
| 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COALITION FOR HEALTH SERVICES RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionType |
| Amount Involved | 305257 | AmountInvolved |
| Method Of Amt Determination | COST | MethodOfAmtDetermination |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFER TO COALITION FOR HEALTH SERVICES RESEARCH | Identifier |
| Return Reference | SCHEDULE R, PART V. LINE 1Q | ReturnReference |
| Explanation | MEMBERS OF ACADEMYHEALTH HAVE A FLAT FEE WHICH IS APPORTIONED BETWEEN MEMBER DUES FOR ACADEMYHEALTH AND A CONTRIBUTION TO COALITION FOR HEALTH SERVICES RESEARCH. THESE CONTRIBUTION AMOUNTS ARE PAID OVER TO COALITION FOR HEALTH SERVICES RESEARCH FROM ACADEMYHEALTH. | Explanation |