FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES (EIN 36-0724325)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-04
- IRS object ID
- 201132169349300828
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-04T17:22:29-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 W JACKSON BLVD STE 2000 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS C DOLAN PHD FACHE | Name |
| Title | President & CEO | Title |
| Date Signed | 2011-08-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN PETRIE | Name |
| Phone | 3128560200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 FACHE | 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 | 25666944 | GrossReceipts |
| Group Return For Affiliates | false | 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 | 426216 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 217831 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7194597 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9082712 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -277750 | InvestmentIncomePriorYear |
| Investment Income Current Year | 799965 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 6266751 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4273957 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13609814 | TotalRevenuePriorYear |
| Total Revenue Current Year | 14374465 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6051 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 93088 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2749070 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2722605 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 33000 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 491327 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9264183 | OtherExpensePriorYear |
| Other Expenses Current Year | 8627941 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12019304 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11476634 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1590510 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2897831 | RevenuesLessExpensesCY |
| Total Assets BOY | 30630467 | TotalAssetsBOY |
| Total Assets EOY | 35665006 | TotalAssetsEOY |
| Total Liabilities BOY | 2624582 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2793484 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 28005885 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32871522 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The mission of Foundation of the American College of Healthcare Executives is to produce educational programs and publications that further the healthcare executive community. Its educational offerings include the annual congress on healthcare leadership, which draws more than 4,000 participants each year. The Foundation's publishing division, health administration press, is one of the largest publishers of books and journals on all aspects of health services management including textbooks for use in college and university courses. The division of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. A philanthropic initiative of the foundation was created to bring innovation to the forefront of healthcare leadership. Through such efforts, the Foundation works toward its goal of improving healthcare delivery. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 4330260 | Expense |
| Grants | 2266 | Grants |
| Revenue | 4766485 | 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 | 3648978 | Expense |
| Grants | 0 | Grants |
| Revenue | 4244570 | 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 | 2151789 | Expense |
| Grants | 0 | Grants |
| Revenue | 3843515 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 854280 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 800 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 10985307 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | true | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 347 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Indoor Tanning Services | false | 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 | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ISAIAS LIM | NamePerson |
| 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 (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MG David A Rubenstein FACHE | ||||||||
| Immediate Past Chair/Chair | 5.0 | X | 0 | 0 | 0 | |||
| Charles R Evans FACHE | ||||||||
| Immediate Past Chair | 5.0 | X | 0 | 0 | 0 | |||
| Paula R Autry FACHE | ||||||||
| Govenor | 5.0 | X | 0 | 652 | 0 | |||
| Donald R Avery FACHE | ||||||||
| Governor | 5.0 | X | 0 | 612 | 0 | |||
| Frank D Byrne MD FACHE | ||||||||
| Governor | 5.0 | X | 0 | 1079 | 0 | |||
| Marie Cameron FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Kyle D Campbell FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Christine Candio FACHE | ||||||||
| Governor | 5.0 | X | 0 | 798 | 0 | |||
| Gayle L Capozzalo FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Sanford M Garfunkel FACHE | ||||||||
| Governor | 5.0 | X | 0 | 1021 | 0 | |||
| Linda J Knodel FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Edward Lamb FACHE | ||||||||
| Govenor | 5.0 | X | 0 | 857 | 0 | |||
| James Y Lee FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Francisco Lopez IV FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| John J Lynch FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Diana M Smalley FACHE | ||||||||
| Governor | 5.0 | X | 0 | 0 | 0 | |||
| Darlene Stromstad FACHE | ||||||||
| Governor | 5.0 | X | 0 | 1080 | 0 | |||
| Rulon F Stacey PhD FACHE | ||||||||
| Governor & Chairman-Elect | 5.0 | X | 0 | 0 | 0 | |||
| Christopher D Van Gorder FACHE | ||||||||
| Chairman-Elect & Chairman | 5.0 | X | 0 | 0 | 0 | |||
| Thomas C Dolan PhD FACHE | ||||||||
| President & CEO | 20.0 | 0 | 621048 | 211946 | X | |||
| Deborah Jean Bowen FACHE | ||||||||
| Executive VP/COO | 20.0 | 0 | 338947 | 108528 | X | |||
| Edmund J Dietrich FACHE | ||||||||
| Chief Financial Officer | 20.0 | 0 | 182356 | 22358 | X | |||
| Maureen Catherine Glass FACHE | ||||||||
| VP - Health Admin Press | 40.0 | 170233 | 0 | 24855 | X | |||
| Howard Jaye Horwitz FACHE | ||||||||
| VP - Education | 40.0 | 197316 | 0 | 27766 | X | |||
| Peter A Weil PhD FACHE | ||||||||
| VP - Research | 40.0 | 122936 | 0 | 25218 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 490485 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1148450 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 420671 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | 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 | Book Fulfillment | 312636 |
| Take Cover Design | |||||
| 108 Olsen Street | ELKHORN | WI | 53121 | Design Services | 254694 |
| United Fulfillment | |||||
| 9913 S 78th Avenue | HICKORY HILLS | IL | 60457 | Printing & Mailing | 230326 |
| The Sheridan Press | |||||
| PO Box 414784 | BOSTON | MA | 02241 | Printing & Mailing | 209576 |
| Dr Louis C Gapenksi | |||||
| 3915 NW 21st Lane | GAINESVILLE | FL | 32605 | Author (Royalties) | 111447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 217831 | AllOtherContributions |
| Total Contributions | 217831 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATIONAL CONFERENCE REGISTRATION FEES | 611710 | 8517717 | 8517717 |
| PUBLICATION REVENUE | 511190 | 472712 | 472712 |
| CONFERENCE EXHIBIT FEES | 611710 | 88500 | 88500 |
| EDUCATIONAL MATERIALS REVENUE | 611710 | 3783 | 3783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9082712 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 681821 | TotalRevenueColumn |
| Exclusion | $681,821 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 291322 | TotalRevenueColumn |
| Exclusion | $291,322 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10350204 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10232060 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 118144 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118144 | TotalRevenueColumn |
| Exclusion | $118,144 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 4833076 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1060419 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3772658 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3772658 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| SHIPPING AND HANDLING | 900099 | 207673 | $207,673 |
| MISCELLANEOUS | 900099 | 2304 | $2,304 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 209977 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14374465 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12855370 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,301,264 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90822 | Total |
| Program Services | 90822 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2266 | Total |
| Program Services | 2266 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 420170 | Total |
| Program Services | 420170 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1860948 | Total |
| Program Services | 1744494 | ProgramServices |
| Fundraising | 116454 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166290 | Total |
| Program Services | 155884 | ProgramServices |
| Fundraising | 10406 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 113245 | Total |
| Program Services | 106158 | ProgramServices |
| Fundraising | 7087 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161952 | Total |
| Program Services | 151817 | ProgramServices |
| Fundraising | 10135 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11577 | Total |
| Fundraising | 11577 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33000 | Total |
| Fundraising | 33000 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157556 | Total |
| Program Services | 157556 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603270 | Total |
| Program Services | 594030 | ProgramServices |
| Fundraising | 9240 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 672914 | Total |
| Program Services | 664819 | ProgramServices |
| Fundraising | 8095 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2441 | Total |
| Program Services | 2441 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65620 | Total |
| Program Services | 64128 | ProgramServices |
| Fundraising | 1492 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2924892 | Total |
| Program Services | 2920592 | ProgramServices |
| Fundraising | 4300 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22309 | Total |
| Program Services | 22309 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| INTERCOMPANY | 3675920 | 3397868 | 278052 |
| SERVICE FEES | 407368 | 407368 | |
| DUES AND FEES | 31446 | 31026 | 420 |
| . | |||
| . |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52628 | Total |
| Program Services | 51559 | ProgramServices |
| Fundraising | 1069 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11476634 | Total |
| Program Services | 10985307 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 491327 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5795947 | BOY |
| EOY | 5030706 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5225665 | BOY |
| EOY | 8744186 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 419902 | BOY |
| EOY | 400527 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 798299 | BOY |
| EOY | 751599 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316784 | BOY |
| EOY | 260503 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105895 | BOY |
| EOY | 100074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5319779 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4402850 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 935854 | BOY |
| EOY | 916929 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16791289 | BOY |
| EOY | 19038329 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 240832 | BOY |
| EOY | 422153 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30630467 | BOY |
| EOY | 35665006 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1309105 | BOY |
| EOY | 1580902 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1315477 | BOY |
| EOY | 1212582 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2624582 | BOY |
| EOY | 2793484 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23614770 | BOY |
| EOY | 28109222 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3081115 | BOY |
| EOY | 3452300 | 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 | 28005885 | BOY |
| EOY | 32871522 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30630467 | BOY |
| EOY | 35665006 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2897831 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1967806 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 1993137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2536235 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2574420 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2946216 | CurrentTaxYearMinus1Year |
| Current Tax Year | 217831 | CurrentTaxYear |
| Total | 10267839 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10238648 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10962872 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11407308 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11528672 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13915788 | CurrentTaxYear |
| Total | 58053288 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12231785 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13499107 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13981728 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 14474888 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14133619 | CurrentTaxYear |
| Total | 68321127 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 68321127 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1872585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1295663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 794037 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 704151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 973143 | CurrentTaxYear |
| Total | 5639579 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1872585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1295663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 794037 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 704151 | CurrentTaxYearMinus1Year |
| Current Tax Year | 973143 | CurrentTaxYear |
| Total | 5639579 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1012175 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 422497 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 210554 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 185284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 209977 | CurrentTaxYear |
| Total | 2040487 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15116545 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15217267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14986319 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 15364323 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15316739 | CurrentTaxYear |
| Total | 76001193 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89895 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87950 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07420 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07963 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4391115 | BeginningOfYearBalance |
| Contributions | 217831 | Contributions |
| Investment Earnings Or Losses | 474122 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 217429 | GrantsOrScholarships |
| Other Expenditures | 103339 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4762300 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3559466 | BeginningOfYearBalance |
| Contributions | 426216 | Contributions |
| Investment Earnings Or Losses | 662157 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 102500 | GrantsOrScholarships |
| Other Expenditures | 154224 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 4391115 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4945064 | BeginningOfYearBalance |
| Contributions | 342972 | Contributions |
| Investment Earnings Or Losses | -1275735 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 100000 | GrantsOrScholarships |
| Other Expenditures | 352835 | OtherExpenditures |
| Administrative Expenses | 0 | AdministrativeExpenses |
| End Of Year Balance | 3559466 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27510 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.72490 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 940650 | OtherCostOrOtherBasis |
| Depreciation | 580931 | Depreciation |
| Book Value | 359719 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 3438230 | OtherCostOrOtherBasis |
| Depreciation | 3018393 | Depreciation |
| Book Value | 419837 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 940899 | OtherCostOrOtherBasis |
| Depreciation | 803526 | Depreciation |
| Book Value | 137373 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 916929 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
| Total Of Amounts | 0 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Schedule D, Part V, Line 4 | Use of Endowment Funds | 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. |
| Form 990, Schedule D, Part X, Line 2 | FIN 48 (ASC 740) Footnote | Foundation of the American College of Healthcare Executives is a tax-exempt organization under Internal Revenue Code Sections 501(c)(3). The Company adopted the provisions of ASC 740-10-25-6 as of January 1, 2009, which clarified the accounting for uncertainty in tax positions taken or expected to be taken in a tax return, including issues relating to financial statement recognition and measurement. This section provides that the tax effects from an uncertain tax position can be recognized in the financial statements only if the position is "more-likely-than-not" to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. The tax years ending 2008, 2009 and 2010 are still open to audit for both federal and state purposes. The adoption of ASC 740-10-25-6 did not have any impact on our financial statements. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | The Alford Group | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 Orrington Avenue | AddressLine1 |
| City | Evanston | City |
| State | IL | State |
| ZIP Code | 602013880 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Philanthrop Initiative | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 216791 | GrossReceipts |
| Amount Retained By Contractor | 33000 | AmountRetainedByContractor |
| Net To Organization | 183791 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 216791 | TotalGrossReceipts |
| Total Retained By Contractors | 33000 | TotalRetainedByContractors |
| Total Net To Organization | 183791 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | 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 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 | 90822 | 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 | Form 990, Schedule I, Part I, Line 2 | Identifier |
| Return Reference | Organization's Procedures for Monitoring Grant Funds in the United States | ReturnReference |
| Explanation | 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 | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | 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 | 541057 | 0 | 59027 | 0 | 20964 | 0 | 201784 | 0 | 10162 | 0 | 832994 | 0 | 0 |
| Deborah Jean Bowen FACHE | |||||||||||||
| 0 | 298545 | 0 | 32662 | 0 | 7740 | 0 | 103809 | 0 | 4719 | 0 | 447475 | 0 | 0 |
| Edmund J Dietrich FACHE | |||||||||||||
| 0 | 161555 | 0 | 19383 | 0 | 1418 | 0 | 22358 | 0 | 0 | 0 | 204714 | 0 | 0 |
| Maureen Catherine Glass FACHE | |||||||||||||
| 149160 | 0 | 18597 | 0 | 2476 | 0 | 20136 | 0 | 4719 | 0 | 195088 | 0 | 0 | 0 |
| Howard Jaye Horwitz FACHE | |||||||||||||
| 176823 | 0 | 17628 | 0 | 2865 | 0 | 23999 | 0 | 3767 | 0 | 225082 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule J, Part I, Line 4B | Identifier |
| Return Reference | Supplemental Nonqualified Retirement Plan | ReturnReference |
| Explanation | Thomas C. Dolan, PhD, FACHE (Related Organization) $100,750 Deborah Jean Bowen (Related Organization) $ 45,726 | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (29 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part III, Line 4d | Other Program Services | The Division 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 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. Expenses: $854,280 Grants: None Revenue: $ 800 |
| Form 990, Part VI, Section B, Line 11b | Review OF Form 990 | 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 7/26/2011 and the board on 8/3/2011. Any changes deemed necessary were made to the returns before the final filing with the IRS. |
| Form 990, Part VI, Section B, Line 12c | Monitoring & Enforcing Compliance With Conflict Of Interest Policy | 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 any new conflicts noted. |
| Form 990, Part VI, Section B, Line 15 | Process For Determining Compensation | 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. |
| Form 990, Part VI, Section C, Line 19 | Governing Documents Available To The Public | 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, Section A, Line 1a | Sharing of Payroll System | American College of Healthcare Executives (ACHE) and Foundation of The American College of Healthcare Executives (Foundation) use a common paymaster, therefore the Foundation does not directly have any W-2s for its employees. However, per the IRS instructions, even with the use of a common paymaster, the Foundation is to report on its return those amounts related to its payroll on Form 990 Part VII and Schedule J. |
| Form 990, Part XI, Line 5 | Reconciliation of Net Assets | Other changes in net assets consist of: Unrealized Gain: $ 2,017,295 Investment Expenses Not Reported on Part IX: $ (49,489) Total $ 1,967,806 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:MG David A. Rubenstein, FACHE TITLE:Immediate Past Chair/Chair HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Charles R. Evans, FACHE TITLE:Immediate Past Chair HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Paula R. Autry, FACHE TITLE:Govenor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Donald R. Avery, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Frank D. Byrne, MD, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Marie Cameron, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Kyle D. Campbell, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Christine Candio, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Gayle L. Capozzalo, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Sanford M. Garfunkel, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Linda J. Knodel, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Edward Lamb, FACHE TITLE:Govenor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:James Y. Lee, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Francisco Lopez IV, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:John J. Lynch, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Diana M. Smalley, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Darlene Stromstad, FACHE TITLE:Governor HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Rulon F. Stacey, PhD, FACHE TITLE:Governor & Chairman-Elect HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Christopher D. Van Gorder, FACHE TITLE:Chairman-Elect & Chairman HOURS:5 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Thomas C. Dolan, PhD, FACHE TITLE:President & CEO HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Deborah Jean Bowen, FACHE TITLE:Executive VP/COO HOURS:20 |
| HOURS DEVOTED FOR RELATED ORGANIZATION | FORM 990 PART VII | NAME:Edmund J. Dietrich, FACHE TITLE:Chief Financial Officer HOURS:20 |
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 Executive | 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 Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| American College of Healthcare Executives | |
| B | 90822 |
| American College of Healthcare Executives | |
| O | 3675920 |
| American College of Healthcare Executives | |
| R | 422153 |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Form 990, Schedule R, Part V, Line 2 | Identifier |
| Return Reference | Transactions With Related Organizations | 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 |