FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES (EIN 36-0724325)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-09
- IRS object ID
- 201242229349301374
- 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 | 2012-08-09T15:17:44-05:00 | 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 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 360724325 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation of the American College of | BusinessNameLine1 |
| Business Name Line2 | Healthcare Executives | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 3124242800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas C Dolan PhD | Name |
| Title | President & CEO | Title |
| Phone | 3124242800 | Phone |
| Date Signed | 2012-08-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | 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 | Thomas C Dolan PhD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28243696 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.ache.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | Conduct research activities and provide continuing education opportunities through seminars, workshops, conferences, and publications. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 217831 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 268974 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9082712 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9279063 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 799965 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2185086 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4273957 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4604559 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14374465 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16337682 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 93088 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 76056 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2722605 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2535509 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 33000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 7500 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 401606 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8627941 | OtherExpensePriorYear |
| Other Expenses Current Year | 8724975 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11476634 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11344040 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2897831 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4993642 | RevenuesLessExpensesCY |
| Total Assets BOY | 35665006 | TotalAssetsBOY |
| Total Assets EOY | 38870913 | TotalAssetsEOY |
| Total Liabilities BOY | 2793484 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2887919 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 32871522 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 35982994 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of Foundation of the American College of Healthcare Executives ("The Foundation") is to produce educational programs and publications that further the healthcare executive community. Its educational offerings include the annual Congress on Healthcare Leadership, which draws more than 4,000 participants each year. The Foundation's publishing division, Health Administration Press, is one of the largest publishers of books and journals on all aspects of health services management including textbooks for use in college and university courses. The division of research conducts research in multpile healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. A philanthropic initiative of the Foundation was created to bring innovation to the forefront of healthcare leadership. Through such efforts, the Foundation works toward its goal of improving healthcare delivery. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1608099 | Expense |
| Revenue | 4694953 | Revenue |
| Description | The Foundation's seminars, conferences, and distant learning programs provide special opportunities for healthcare executives to learn from colleagues at national and regional events. The programs feature speakers who address a broad spectrum of healthcare management and executive leadership topics. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3600363 | Expense |
| Grants | 0 | Grants |
| Revenue | 4637350 | Revenue |
| Description | Publication of Educational Books and Journals - Health Administration Press (HAP), the publishing division of ACHE, publishes management books, textbooks used in healthcare administration programs at universities, and journals, including Frontiers of Health Services Management and the Journal of Healthcare Management. HAP also offers self-study courses. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2239187 | Expense |
| Grants | 0 | Grants |
| Revenue | 4035930 | Revenue |
| Description | The Congress on Healthcare Leadership provides continuing education opportunities, networking and peer-learning, and the latest information to address the challenges faced by healthcare executives. The annual conference was attended by more than 4,000 participants. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 919831 | Expense |
| Grants | 76055 | Grants |
| Revenue | 0 | Revenue |
| Description | The department of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. Studies are done through a variety of formats such as surveys and annual reports that explore current and future issues confronting hospital CEOs and the extent of the hospital CEO turnover among other topics. They also conduct research using interviews, surveys, and focus groups of healthcare executives. The Foundation also administers a voluntary giving program. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 919831 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 76055 | TotalOfOtherProgramServiceGrnt |
| Total Program Service Expense | 8367480 | 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 | 0 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 364 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | GA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | LA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ND | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WV | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Isaias Lim | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3124249333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (26 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee |
|---|---|---|---|---|---|---|---|
| Christopher D Van Gorder FACHE | |||||||
| Immediate Past Chair & Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Charles R Evans FACHE | |||||||
| Immediate Past Chair | 1.00 | X | X | 0 | 0 | 0 | |
| Paula R Autry FACHE | |||||||
| Governor | 1.00 | X | 0 | 751 | 0 | ||
| Donald R Avery FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Frank D Byrne MD FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Kyle D Campbell FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Christine Candio FACHE | |||||||
| Governor | 1.00 | X | 0 | 629 | 0 | ||
| Gayle L Capozzalo FACHE | |||||||
| Governor & Chairman-Elect | 1.00 | X | X | 0 | 0 | 0 | |
| Richard D Cordova FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Sanford M Garfunkel FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Linda J Knodel FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Edward Lamb FACHE | |||||||
| Governor | 1.00 | X | 0 | 752 | 0 | ||
| James Y Lee FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Francisco Lopez IV FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| John J Lynch FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Timothy A Ols FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Diana M Smalley FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Darlene Stromstad FACHE | |||||||
| Governor | 1.00 | X | 0 | 899 | 0 | ||
| Lori L Wightman FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Rulon F Stacey PHD FACHE | |||||||
| Chairman-Elect & Chairman | 1.00 | X | X | 0 | 0 | 0 | |
| Stephen C Waldhoff FACHE | |||||||
| Governor | 1.00 | X | 0 | 0 | 0 | ||
| Thomas C Dolan PHD FACHE | |||||||
| President & CEO | 20.00 | X | 0 | 761439 | 231691 | ||
| Deborah Jean Bowen FACHE | |||||||
| Executive Vice President/COO | 20.00 | X | 0 | 392209 | 171620 | ||
| Edmund J Dietrich FACHE | |||||||
| Chief Financial Officer | 20.00 | X | 0 | 199107 | 24693 | ||
| Maureen Catherine Glass FACHE | |||||||
| VP-Health Admin Press | 40.00 | 0 | 190141 | 29112 | X | ||
| Howard Jaye Horwitz FACHE | |||||||
| VP-Professional Development | 40.00 | 0 | 224002 | 31793 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1769929 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 488909 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
|---|---|---|---|---|---|
| Brightkey Inc | |||||
| 9050 Junction Drive | Annapolis Junction | MD | 20701 | Order Fulfillment/Warehousing | 346208 |
| Take Cover Design | |||||
| 108 Olsen Street | Elkhorn | WI | 53121 | Design Services | 316483 |
| The Sheridan Press | |||||
| PO Box 414784 | Boston | MA | 022414784 | Printing & Mailing | 177791 |
| United Fulfillment | |||||
| 9913 S 78th Avenue | Hickory Hills | IL | 60457 | Printing & Mailing | 155407 |
| Bang Printing Inc | |||||
| PO Box 587 | Brainerd | MN | 56401 | Printing & Mailing | 139789 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 268974 | AllOtherContributions |
| Total Contributions | 268974 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Educational Conference | 611710 | 8643971 | 8643971 |
| Publication Revenue | 511190 | 548180 | 548180 |
| Conference Exhibit Fee | 611710 | 75975 | 75975 |
| Educational Materials | 611710 | 10937 | 10937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9279063 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 788917 | TotalRevenueColumn |
| Exclusion | $788,917 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 303147 | TotalRevenueColumn |
| Exclusion | $303,147 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12178038 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10781869 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1396169 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1396169 | TotalRevenueColumn |
| Exclusion | $1,396,169 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 5213315 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1124145 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4089170 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4089170 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Shipping and Handling | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 195785 | TotalRevenueColumn |
| Exclusion | $195,785 | ExclusionAmount |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16457 | TotalRevenueColumn |
| Exclusion | $16,457 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 212242 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16337682 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13368233 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,700,475 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76056 | Total |
| Program Services | 76056 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 470563 | Total |
| Program Services | 470563 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1635906 | Total |
| Program Services | 1545005 | ProgramServices |
| Fundraising | 90901 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176250 | Total |
| Program Services | 165923 | ProgramServices |
| Fundraising | 10327 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113961 | Total |
| Program Services | 108173 | ProgramServices |
| Fundraising | 5788 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138829 | Total |
| Program Services | 132360 | ProgramServices |
| Fundraising | 6469 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14474 | Total |
| Fundraising | 14474 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7500 | Total |
| Fundraising | 7500 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47084 | Total |
| Management And General | 47084 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680987 | Total |
| Program Services | 680987 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 635383 | Total |
| Program Services | 625140 | ProgramServices |
| Fundraising | 10243 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 865417 | Total |
| Program Services | 853715 | ProgramServices |
| Fundraising | 11702 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55929 | Total |
| Program Services | 53784 | ProgramServices |
| Fundraising | 2145 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2829948 | Total |
| Program Services | 2826137 | ProgramServices |
| Fundraising | 3811 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25436 | Total |
| Program Services | 25436 | ProgramServices |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Intercompany Charges | 3454250 | 702404 | 2527870 | 223976 |
| Dues and Fees | 37031 | 35371 | 1660 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 79036 | Total |
| Program Services | 66426 | ProgramServices |
| Fundraising | 12610 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11344040 | Total |
| Program Services | 8367480 | ProgramServices |
| Management And General | 2574954 | ManagementAndGeneral |
| Fundraising | 401606 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5030706 | BOY |
| EOY | 4375971 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8744186 | BOY |
| EOY | 9223899 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400527 | BOY |
| EOY | 372174 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 751599 | BOY |
| EOY | 1024971 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 260503 | BOY |
| EOY | 270334 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100074 | BOY |
| EOY | 78532 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3771284 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3051910 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 916929 | BOY |
| EOY | 719374 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19038329 | BOY |
| EOY | 22805658 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422153 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35665006 | BOY |
| EOY | 38870913 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1580902 | BOY |
| EOY | 1544888 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1212582 | BOY |
| EOY | 1289707 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 53324 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2793484 | BOY |
| EOY | 2887919 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28109222 | BOY |
| EOY | 31239057 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3452300 | BOY |
| EOY | 3433937 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1310000 | BOY |
| EOY | 1310000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32871522 | BOY |
| EOY | 35982994 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35665006 | BOY |
| EOY | 38870913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4993642 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1882170 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2536235 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2574420 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2946216 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 217831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 268974 | CurrentTaxYear |
| Total | 8543676 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10962872 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11407308 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11528672 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13915788 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14492378 | CurrentTaxYear |
| Total | 62307018 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13499107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13981728 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14474888 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14133619 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14761352 | CurrentTaxYear |
| Total | 70850694 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 70850694 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1295663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 794037 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 704151 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 973143 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1092064 | CurrentTaxYear |
| Total | 4859058 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1295663 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 794037 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 704151 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 973143 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1092064 | CurrentTaxYear |
| Total | 4859058 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 422497 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 210554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 185284 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 209977 | CurrentTaxYearMinus1Year |
| Current Tax Year | 212242 | CurrentTaxYear |
| Total | 1240554 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15217267 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14986319 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15364323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15316739 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16065658 | CurrentTaxYear |
| Total | 76950306 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92070 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.89890 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06310 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | Schedule A, Part IV, Supplemental Information: Part III, Section B, Line 12: Other Income includes Shipping and Handling Revenue and Miscellaneous Revenue. | GeneralExplanation |
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 | 2313283 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -16458 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 13500 | GrantsOrScholarships |
| Other Expenditures | 64775 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2218550 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2139335 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 287871 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 26500 | GrantsOrScholarships |
| Other Expenditures | 87423 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2313283 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1833774 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | 397884 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 17500 | GrantsOrScholarships |
| Other Expenditures | 74823 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 2139335 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2919720 | BeginningOfYearBalance |
| Contributions | 0 | Contributions |
| Investment Earnings Or Losses | -778505 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 64730 | GrantsOrScholarships |
| Other Expenditures | 242711 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 1833774 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.59050 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40950 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 979642 | OtherCostOrOtherBasis |
| Depreciation | 655764 | Depreciation |
| Book Value | 323878 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1943249 | OtherCostOrOtherBasis |
| Depreciation | 1640759 | Depreciation |
| Book Value | 302490 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 848393 | OtherCostOrOtherBasis |
| Depreciation | 755387 | Depreciation |
| Book Value | 93006 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 719374 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Due to/from ACHE | Description |
| Amount | $53,324 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 53324 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | Foundation of The American College of Healthcare Executives utilizes restricted funds for the specific purpose for which each fund was created. Funds exist to provide healthcare leadership and development support, to support educational lectures, and to provide scholarships, etc. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | The Foundation is a tax-exempt organization under Internal Revenue Code 501(c)(3). The accounting standard on Accounting for Uncertainty in Income Taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these financial statements. The Foundation files the Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2008. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American College of Healthcare Executives | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 363208430 | EINOfRecipient |
| IRC Section | 501(c)(6) | IRCSection |
| Amount Of Cash Grant | 76056 | AmountOfCashGrant |
| Purpose Of Grant | Program Support | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The Foundation of the American College of Healthcare Executives releases temporarily restricted special purpose funds as budgeted in accordance with its investment spending policy under the supervision of the CFO. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas C Dolan PHD FACHE | |||||||||||||
| 0 | 567862 | 0 | 170689 | 0 | 22888 | 0 | 213945 | 0 | 17746 | 0 | 993130 | 0 | 0 |
| Deborah Jean Bowen FACHE | |||||||||||||
| 0 | 310412 | 0 | 75557 | 0 | 6240 | 0 | 163353 | 0 | 8267 | 0 | 563829 | 0 | 0 |
| Edmund J Dietrich FACHE | |||||||||||||
| 0 | 164967 | 0 | 32686 | 0 | 1454 | 0 | 22759 | 0 | 1934 | 0 | 223800 | 0 | 0 |
| Maureen Catherine Glass FACHE | |||||||||||||
| 0 | 156338 | 0 | 31002 | 0 | 2801 | 0 | 21772 | 0 | 7340 | 0 | 219253 | 0 | 0 |
| Howard Jaye Horwitz FACHE | |||||||||||||
| 0 | 184489 | 0 | 36542 | 0 | 2971 | 0 | 25059 | 0 | 6734 | 0 | 255795 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4b | ReturnReference |
| Explanation | The following individuals participated in a non-qualified retirement plan: Thomas C. Dolan, PhD (Related Organization) $105,787 Deborah Jean Bowen (Related Organization) $99,200 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | A draft of form 990 was sent to both the Audit Committee and the Board. Each group then met via conference call to discuss the key points of the 990 and allow for discussion. The Audit Committee met on 7/30/2012 and the Board on 8/7/2012. Any changes deemed necessary were made to the returns before the final filing with the IRS. | |
| Form 990, Part VI, Section B, line 12c | During each Board and Executive Committee meeting, Foundation of the American College of Healthcare Executives' members are afforded the opportunity to declare any conflicts and recuse themselves from a decision if warranted. Each year the conflict of interest policy is re-executed and new conflicts noted. Also, all staff are required to submit an annual statement regarding the conflict of interest policy and their compliance. The Human Resource department ensures that all forms are completed and returned. | |
| Form 990, Part VI, Section B, Line 15: Key employees are compensated through a related entity. They have an annual comparability study done and an independent review is done every three years. The CEO is compensated through a related entity. His compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies and approval by the Board Compensation Committee. All discussions are contemporaneously documented. | ||
| Form 990, Part VI, Section C, line 19 | Foundation of the American College of Healthcare Executives makes its by-laws, conflict of interest policy, and a summary of the consolidated audited financial report available to the public at www.ache.org. The full audited financial report is available upon request. | |
| Form 990, Part VII | The following Trustees and Officers have devoted time to American College of Healthcare Executives: Charles R. Evans FACHE - Immediate Past Chair - 5 hours Christopher D. Van Gorder FACHE - Immediate Past Chair & Chairman - 5 hours Paula R. Autry FACHE - Governor - 5 hours Donald R. Avery FACHE - Governor - 5 hours Frank D. Byrne MD FACHE - Governor - 5 hours Kyle D. Campbell FACHE - Governor - 5 hours Christine Candio FACHE - Governor - 5 hours Gayle L. Capozzalo FACHE - Governor & Chairman-Elect - 5 hours Richard D. Cordova FACHE - Governor - 5 hours Sanford M. Garfunkel FACHE - Governor - 5 hours Linda J. Knodel FACHE - Governor - 5 hours Edward Lamb FACHE - Governor - 5 hours James Y. Lee FACHE - Governor - 5 hours Francisco Lopez IV FACHE - Governor - 5 hours John J. Lynch FACHE - Governor - 5 hours Timothy A. Ols FACHE - Governor - 5 hours Diana M. Smalley FACHE - Governor - 5 hours Darlene Stromstad FACHE - Governor - 5 hours Rulon F. Stacey PHD FACHE - Chairman-Elect & Chairman - 5 hours Stephen C. Waldhoff FACHE - Governor - 5 hours Lori L. Wightman FACHE - Governor - 5 hours Thomas C. Dolan PHD FACHE - President & CEO - 20 hours Deborah Jean Bowen FACHE - Executive Vice President/COO - 20 hours Edmund J. Dietrich FACHE - Chief Financial Officer - 20 hours Maureen Catherine Glass FACHE - VP-Health Admin Press - .1 hour Howard Jaye Horwitz FACHE - VP-Professional Development - .1 hour | Hours Devoted For A Related Organization |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -1,882,170. | 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 | American College of Healthcare Executives | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363208430 | EIN |
| Primary Activities | Membership | PrimaryActivities |
| Legal Domicile State | IL | LegalDomicileState |
| Exempt Code Section | 501(c)(6) | ExemptCodeSection |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Professional Society Services Inc & Subs | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363313467 | EIN |
| Primary Activity | Management Services | PrimaryActivity |
| Legal Domicile State | IL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American College of Healthcare Executives | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| American College of Healthcare Executives | ||
| B | 76056 | Cost |
| American College of Healthcare Executives | ||
| O | 3454250 | Cost |
| American College of Healthcare Executives | ||
| R | 53324 | Cost |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Form 990, Schedule R, Part V, Line 2 | ReturnReference |
| Explanation | The following transactions do not constitute unrelated business income for either entity under Section 512(b)(13). Under Rev Rul 71-529, income derived from management and administrative services do not constitute unrelated business income. Transaction Type 'B', Gift, Grant, or Capital Contribution to Other Organizations. Foundation of American College of Healthcare Executives gives contributions to American College of Healthcare Executives to use in connection with their exempt purpose. Transaction Type 'O', Reimbursement Paid for Expenses. American College of Healthcare Executives is reimbursed by Foundation of the American College of Healthcare Executives for expenses paid on the Foundation's behalf. Reimbursement is based on actual amounts paid by American College of Healthcare Executives and no mark-up is added. Reimbursement is made through an intercompany account maintained by the two organizations. Transaction Type "R", Other transfers of cash or property from other organizations. The valuation of such costs is based on actual intercompany transactions between Foundation of the American College of Healthcare Executives and American College of Healthcare Executives. | Explanation |