2011-08-04T17:22:29-04:00 2010-12-31 GRANT THORNTON LLP 175 W JACKSON BLVD STE 2000 CHICAGO IL 60604 990 2010-01-01 360724325 Foundation of the American College of Healthcare Executives FOUN 3124242800 One North Franklin Chicago IL 60606 THOMAS C DOLAN PHD FACHE 2011-08-03 true ANN PETRIE 3128560200 X 2010 2016-02-24 21:20:13Z Thomas C Dolan PhD FACHE One North Franklin Suite 1700 Chicago IL 60606 25666944 false X WWW.ACHE.ORG X 1944 IL Conduct research activities and provide continuing education opportunities through seminars, workshops, conferences, and publications. 15 15 0 150 0 0 426216 217831 7194597 9082712 -277750 799965 6266751 4273957 13609814 14374465 6051 93088 0 0 2749070 2722605 0 33000 491327 9264183 8627941 12019304 11476634 1590510 2897831 30630467 35665006 2624582 2793484 28005885 32871522 X 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. false false 4330260 2266 4766485 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. 3648978 0 4244570 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. 2151789 0 3843515 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. 854280 0 800 10985307 true true false false false false false false true true false false false false true false true false false false false false true false false false true false true false false false false false false false false false false false false false true true false true false true 347 0 0 false false false false false false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X ISAIAS LIM 3124249333 ONE NORTH FRANKLIN SUITE 1700 Chicago IL 60606 X MG David A Rubenstein FACHE 5.0 X 0 0 0 Charles R Evans FACHE 5.0 X 0 0 0 Paula R Autry FACHE 5.0 X 0 652 0 Donald R Avery FACHE 5.0 X 0 612 0 Frank D Byrne MD FACHE 5.0 X 0 1079 0 Marie Cameron FACHE 5.0 X 0 0 0 Kyle D Campbell FACHE 5.0 X 0 0 0 Christine Candio FACHE 5.0 X 0 798 0 Gayle L Capozzalo FACHE 5.0 X 0 0 0 Sanford M Garfunkel FACHE 5.0 X 0 1021 0 Linda J Knodel FACHE 5.0 X 0 0 0 Edward Lamb FACHE 5.0 X 0 857 0 James Y Lee FACHE 5.0 X 0 0 0 Francisco Lopez IV FACHE 5.0 X 0 0 0 John J Lynch FACHE 5.0 X 0 0 0 Diana M Smalley FACHE 5.0 X 0 0 0 Darlene Stromstad FACHE 5.0 X 0 1080 0 Rulon F Stacey PhD FACHE 5.0 X 0 0 0 Christopher D Van Gorder FACHE 5.0 X 0 0 0 Thomas C Dolan PhD FACHE 20.0 X 0 621048 211946 Deborah Jean Bowen FACHE 20.0 X 0 338947 108528 Edmund J Dietrich FACHE 20.0 X 0 182356 22358 Maureen Catherine Glass FACHE 40.0 X 170233 0 24855 Howard Jaye Horwitz FACHE 40.0 X 197316 0 27766 Peter A Weil PhD FACHE 40.0 X 122936 0 25218 490485 1148450 420671 3 false true false 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 6 217831 217831 EDUCATIONAL CONFERENCE REGISTRATION FEES 611710 8517717 8517717 PUBLICATION REVENUE 511190 472712 472712 CONFERENCE EXHIBIT FEES 611710 88500 88500 EDUCATIONAL MATERIALS REVENUE 611710 3783 3783 9082712 681821 681821 0 291322 291322 10350204 10232060 118144 118144 118144 0 0 4833076 1060419 3772658 3772658 SHIPPING AND HANDLING 900099 207673 207673 MISCELLANEOUS 900099 2304 2304 209977 14374465 12855370 0 1301264 90822 90822 0 2266 2266 0 420170 420170 0 1860948 1744494 116454 166290 155884 10406 113245 106158 7087 161952 151817 10135 0 11577 11577 0 0 33000 33000 0 157556 157556 603270 594030 9240 672914 664819 8095 2441 2441 0 0 65620 64128 1492 0 2924892 2920592 4300 0 0 0 22309 22309 INTERCOMPANY 3675920 3397868 278052 SERVICE FEES 407368 407368 DUES AND FEES 31446 31026 420 . . 52628 51559 1069 11476634 10985307 0 491327 5795947 5030706 5225665 8744186 419902 400527 798299 751599 316784 260503 105895 100074 5319779 4402850 935854 916929 16791289 19038329 240832 422153 30630467 35665006 1309105 1580902 1315477 1212582 2624582 2793484 X 23614770 28109222 3081115 3452300 1310000 1310000 28005885 32871522 30630467 35665006 X 2897831 1967806 X false true true X false X 1993137 2536235 2574420 2946216 217831 10267839 10238648 10962872 11407308 11528672 13915788 58053288 12231785 13499107 13981728 14474888 14133619 68321127 68321127 1872585 1295663 794037 704151 973143 5639579 1872585 1295663 794037 704151 973143 5639579 1012175 422497 210554 185284 209977 2040487 15116545 15217267 14986319 15364323 15316739 76001193 0.89895 0.87950 0.07420 0.07963 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4391115 217831 474122 217429 103339 0 4762300 3559466 426216 662157 102500 154224 0 4391115 4945064 342972 -1275735 100000 352835 0 3559466 0.00000 0.27510 0.72490 false false 0 940650 580931 359719 0 3438230 3018393 419837 0 940899 803526 137373 916929 0 0 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. X X X true The Alford Group 1603 Orrington Avenue Evanston IL 602013880 Philanthrop Initiative false 216791 33000 183791 216791 33000 183791 AL AK AZ AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true American College of Healthcare Executives One North Franklin 1700 Chicago IL 60606 363208430 501(c)(6) 90822 Program Support 0 1 Form 990, Schedule I, Part I, Line 2 Organization's Procedures for Monitoring Grant Funds in the United States 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. false true false false false false false false false 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 Form 990, Schedule J, Part I, Line 4B Supplemental Nonqualified Retirement Plan Thomas C. Dolan, PhD, FACHE (Related Organization) $100,750 Deborah Jean Bowen (Related Organization) $ 45,726 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 American College of Healthcare Executive One North Franklin Suite 1700 Chicago IL 60606 363208430 Membership IL 501(c)(6) NA false true false false false false false false false false false false false false true false false true American College of Healthcare Executives B 90822 American College of Healthcare Executives O 3675920 American College of Healthcare Executives R 422153 Form 990, Schedule R, Part V, Line 2 Transactions With Related Organizations 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.