2012-11-14T09:17:44-06:00 2011-12-31 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2011-01-01 521260918 ACADEMYHEALTH ACAD 2022926700 1150 17TH STREET NW NO 600 WASHINGTON DC 20036 BONNIE AUSTIN 2022926700 2012-11-13 1 WILLIAM E TURCO CPA P00369217 3012963600 2011 2016-02-24 21:20:13Z LISA SIMPSON 1150 17TH STREET NW NO 600 WASHINGTON DC 20036 9746304 0 X ACADEMYHEALTH.ORG X 1981 DC DISSEMINATE INFORMATION AND PROVIDE TRAINING, CONSULTATION AND TECHNICAL ASSISTANCE SUPPORT 19 19 59 400 170070 92962 6706291 5858915 2700969 3610661 77156 94034 171866 182694 9656282 9746304 0 0 0 0 4427048 4976729 0 0 11985 4780545 4741122 9207593 9717851 448689 28453 6409329 6196876 1608949 1413011 4800380 4783865 X 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. 0 0 4947852 1117243 PROVIDE TECHNICAL SUPPORT, TRAINING AND CONSULTATION TO FEDERAL AND STATE AGENCIES, INDIVIDUALS AND OTHER RELATED HEALTH ORGANIZATIONS ON HEALTH POLICY AND RESEARCH ISSUES. 1525202 1955661 CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. 393016 537757 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. 6866070 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 63 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X DEBORAH L EDWARDS 2022926700 1150 17TH STREET NW NO 600 WASHINGTON DC 20036 ELIZABETH A MCGLYNN PHD 2.00 X X 0 0 0 KATHERINE BAICKER PHD 2.00 X X 0 0 0 CATHERINE HOFFMAN SCD RN 2.00 X X 0 0 0 ROBERT F ST PETER MD 2.00 X X 0 0 0 JOHN M COLMERS MPH 2.00 X X 0 0 0 MARGARITA ALEGRIA PHD 2.00 X 0 0 0 LYNN BLEWITT PHD 2.00 X 0 0 0 TIMOTHY S CAREY MD MPH 2.00 X 0 0 0 JOSE J ESCARCE MD PHD 2.00 X 0 0 0 DARRELL J GASKIN PHD 2.00 X 0 0 0 ROMANA HASNAIN-WYNIA PHD 2.00 X 0 0 0 MICHELLE M MELLO JD PHD 2.00 X 0 0 0 VICNENT MOR PHD 2.00 X 0 0 0 LEN M NICHOLS PHD 2.00 X 0 0 0 LOUIS F ROSSITER PHD 2.00 X 0 0 0 LISA RUBENSTEIN MD MSPH 2.00 X 0 0 0 CRAIG V THORNTON PHD 2.00 X 0 0 0 JOSEPH THOMPSON MD 2.00 X 0 0 0 PAUL WALLACE MD 2.00 X 0 0 0 LISA SIMPSON MBBCH MPH 40.00 X 291225 0 38726 DEBORAH EDWARDS 40.00 X 174623 0 25055 DAVID HELMS 40.00 X 230111 0 1243 ENRQIUE MARTINEZ-VIDAL 40.00 X 151864 0 29294 BONNIE AUSTIN 40.00 X 151864 0 33254 MICHAEL GLUCK 40.00 X 133784 0 20871 STACY HALBERT 40.00 X 125103 0 33671 ERIN HOLVE 40.00 X 116850 0 14625 1375424 0 196739 10 0 1 0 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 5 2336658 3522257 5858915 MEETING REGISTRATION 900099 1955661 1955661 CONTRACT SERVICES 900099 1117243 1117243 MEMBERSHIP DUES 900099 537757 537757 3610661 94034 94034 ADVERTISING 541800 170070 170070 OTHER REVENUE 900099 8787 8787 MAILING LIST 900099 3837 3837 182694 9746304 3610661 170070 106658 762231 551119 211112 2847775 2051025 784840 11910 222046 160054 61992 849026 611990 237036 295651 213109 82542 5463 5463 38045 38045 579839 481199 98640 218867 135091 83776 497426 497426 658148 583050 75098 673023 639411 33612 116869 116869 14059 14059 SUBCONTRACTS 1140593 1060708 79885 OTHER EXPENSES 320914 -36957 357796 75 REPAIRS & MAINTENANCE 284199 255934 28265 DUES, FEES & PROMOTIONS 193677 160337 33340 9717851 6866070 2839796 11985 1325639 969721 328726 1404458 1291626 2191 216153 148450 1633782 1290434 365796 343348 2945998 1319947 114117 1460291 150000 219744 6409329 6196876 471383 319884 389843 879738 398256 257828 305028 1608949 1413011 X 4800380 4783865 4800380 4783865 6409329 6196876 X 28453 -44968 X 0 1 1 X 1 1 X 8183650 8149129 7083182 7233343 6396672 37045976 8183650 8149129 7083182 7233343 6396672 37045976 13353881 23692095 118407 78242 53948 77156 94034 421787 21148 21148 27042 12624 39666 37528577 10865808 0.63130 0.48690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82249 6555 75694 88658 6409 82249 96396 7738 88658 95873 523 96396 1.00000 0 0 1633782 1290434 343348 343348 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 1460291 SUBLEASE RENT DEPOSIT 61996 ACCRUED RETIREMENT OBLIGATION 190820 DEFERRED LEASE LIABILITY 52212 305028 9746304 9717851 28453 -44968 -44968 -16515 9701336 -44968 -44968 9746304 0 9746304 9717851 0 9717851 0 9717851 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. X X X 0 1 0 0 0 0 0 0 0 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 PART I, LINE 4B LISA SIMPSON, EXECUTIVE DIRECTOR, PARTICIPATES IN 457(F) PLAN. THE 2011 CONTRIBUTION TO THE PLAN WAS $20,000. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -44,968. COALITION FOR HEALTH SERVICES RESEARCH 1150 17TH STREET NW SUITE 600 WASHINGTON DC 20036 521227634 SHARED EMPLOYEES DC 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 COALITION FOR HEALTH SERVICES RESEARCH Q 305257 COST TRANSFER TO COALITION FOR HEALTH SERVICES RESEARCH SCHEDULE R, PART V. LINE 1Q 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.