ACADEMY HEALTH: Form 990, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY HEALTH (EIN 52-1260918)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-18
- IRS object ID
- 202612619349301601
- Schema version
- 2025v4.2
- 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) |
|---|---|---|
| Return | 2026-09-18T13:13:08-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521392008 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GELMAN ROSENBERG & FREEDMAN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MONTGOMERY AVE SUITE 800N | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208142930 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521260918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMYHEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW 1100 | AddressLine1Txt |
| City | WASHINTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY HUESTON | PersonNm |
| Person Title | CFO & VP, OPERATIONS | PersonTitleTxt |
| Phone | 2022926700 | PhoneNum |
| Signature | 2026-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD J LOCASTRO CPA | PreparerPersonNm |
| PTIN | P00288314 | PTIN |
| Phone | 3019519090 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AARON E CARROLL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW 1100 | AddressLine1Txt |
| City | WASHINTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,290,847 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACADEMYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE PART III, LINE 1. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 64 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $67,573 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $53,125 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,268,192 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,116,806 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,804,354 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,337,127 | CYProgramServiceRevenueAmt |
| PY Investment Income | $59,606 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,367,573 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,017 | PYOtherRevenueAmt |
| CY Other Revenue | $69 | CYOtherRevenueAmt |
| PY Total Revenue | $16,134,169 | PYTotalRevenueAmt |
| CY Total Revenue | $17,821,575 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,639,121 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,932,711 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,845,260 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,254,897 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $93,867 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,979,432 | PYOtherExpensesAmt |
| CY Other Expenses | $4,882,455 | CYOtherExpensesAmt |
| PY Total Expenses | $17,463,813 | PYTotalExpensesAmt |
| CY Total Expenses | $17,070,063 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,329,644 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $751,512 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,800,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,304,414 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,168,392 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,602,469 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,631,880 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,701,945 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,258,479 | ExpenseAmt |
| Grant | $2,702,598 | GrantAmt |
| Revenue | $5,552,240 | RevenueAmt |
| Desc | ADVANCING THE HEALTH RESEARCH ECOSYSTEM:ACADEMYHEALTH STRENGTHENS THE HEALTH SERVICES RESEARCH ECOSYSTEM BY INVESTING IN PEOPLE, PARTNERSHIPS, AND INFRASTRUCTURE. WE CONNECT RESEARCHERS WITH PATIENTS, POLICYMAKERS, AND PRACTITIONERS TO ENSURE RESEARCH ADDRESSES REAL-WORLD PRIORITIES AND DRIVES MEANINGFUL CHANGE. OUR GRANTMAKING AND PROGRAMMING SUPPORT CAREER DEVELOPMENT AT ALL LEVELS THROUGH MENTORSHIP, TRAINING, AND PEER LEARNING. WE BUILD FIELD CAPACITY BY ADVANCING RESEARCH METHODS, DATA INFRASTRUCTURE, AND SYSTEMS FOR COLLABORATION. TO INCREASE THE IMPACT OF EVIDENCE, WE HELP RESEARCHERS TRANSLATE FINDINGS INTO ACCESSIBLE, ACTIONABLE INSIGHTS FOR DECISIONMAKERS AND COMMUNITIES, AND PROVIDE TAILORED IMPLEMENTATION SUPPORT THROUGH TECHNICAL ASSISTANCE, LEARNING COLLABORATIVES, AND RESOURCE HUBS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,094,390 | ExpenseAmt |
| Grant | $221,782 | GrantAmt |
| Revenue | $3,224,992 | RevenueAmt |
| Desc | HOST NATIONAL CONFERENCES TO DISSEMINATE KEY FINDINGS, RESEARCH RESULTS AND FACILITATE KNOWLEDGE SHARING THAT SUPPORTS BOTH THE PRODUCTION OF EVIDENCE AND THE USE OF EVIDENCE TO INFORM POLICY AND PRACTICE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $555,317 | ExpenseAmt |
| Grant | $8,331 | GrantAmt |
| Revenue | $492,322 | RevenueAmt |
| Desc | PROVIDE A COLLABORATIVE FORUM TO SUPPORT MEMBERS WITH THEIR WORK AND TO HELP ADVANCE THEIR CAREERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,908,186 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 142 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 64 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY L HUESTON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| AARON CARROLL | ||||||||
| PRESIDENT AND CEO | 55.00 | Yes (X) | Yes (X) | $583,375 | $0 | $125,824 | ||
| RASU SHRESTHA | ||||||||
| DIRECTOR/CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NINEZ PONCE | ||||||||
| DIRECTOR/VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MING PO | ||||||||
| DIRECTOR/TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANDREW IBRAHIM | ||||||||
| DIRECTOR/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALYCE ADAMS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARDO CORREA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHEKINAH FASHAW-WALTERS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLE LOYD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NIR MENACHEMIA | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LUSINE POGHOSYAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCIA SAVAGE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LUCY SAVITZ | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC SCHNEIDER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HONG-LUN TIUNN | ||||||||
| DIRECTOR - STUDENT REPRESENTATIVE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY HUESTON | ||||||||
| CFO AND VICE PRESIDENT | 55.00 | Yes (X) | $264,625 | $0 | $25,696 | |||
| MARGO EDMUNDS | ||||||||
| VICE PRESIDENT | 55.00 | $259,107 | $0 | $23,214 | Yes (X) | |||
| MICHAEL GLUCK | ||||||||
| VICE PRESIDENT | 55.00 | $241,736 | $0 | $29,947 | Yes (X) | |||
| KRISTIN ROSENGREN | ||||||||
| VICE PRESIDENT | 55.00 | $236,685 | $0 | $20,462 | Yes (X) | |||
| TEASHA PELHAM | ||||||||
| VICE PRESIDENT | 55.00 | $213,972 | $0 | $35,668 | Yes (X) | |||
| ELIZABETH COPE | ||||||||
| VICE PRESIDENT | 55.00 | $200,858 | $0 | $31,889 | Yes (X) | |||
| AMY HAMMER | ||||||||
| SENIOR DIRECTOR | 55.00 | $199,875 | $0 | $26,195 | Yes (X) | |||
| LAUREN ADAMS | ||||||||
| SENIOR DIRECTOR | 55.00 | $180,750 | $0 | $30,520 | Yes (X) | |||
| STACY HALBERT | ||||||||
| IT DIRECTOR | 55.00 | $173,715 | $0 | $34,584 | Yes (X) | |||
| ANGELICA RODRIQUEZ | ||||||||
| MEMBERSHIP DIRECTOR | 55.00 | $177,000 | $0 | $24,450 | Yes (X) | |||
| SUSAN KENNEDY | ||||||||
| SENIOR DIRECTOR | 55.00 | $158,841 | $0 | $27,441 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,890,539 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $435,890 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 28 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AUDIO VISUAL ONE LTD | |||||
| 9611 W FOSTER AVENUE | SCHILLER PARK | IL | 60176 | AV SERVICES FOR CONF. | $516,865 |
| VELIR | |||||
| 212 ELM ST SUITE 401 | SOMERVILLE | MA | 02144 | WEBSITE DESIGN CONSULTANTS | $209,000 |
| GRF CPAS & ADVISORS | |||||
| 4550 MONTGOMERY AVE SUITE 800 | BETHESDA | MD | 20814 | AUDIT AND ACCOUNTING ADVISORS | $117,577 |
| GENNICE CARTER | |||||
| 2712 SUNNYWIDE LN | ELLICOTT CITY | MD | 21043 | MEETINGS & CONF. CONSULTING | $109,644 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $270,193 | GovernmentGrantsAmt |
| All Other Contributions | $5,846,613 | AllOtherContributionsAmt |
| Total Contributions | $6,116,806 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | 900099 | $5,552,240 | $5,552,240 | |
| MEETING REGISTRATION | 900099 | $3,224,992 | $3,224,992 | |
| MEMBERSHIP DUES | 900099 | $492,322 | $492,322 | |
| CAREER CENTER ADS | 541800 | $67,573 | $67,573 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,337,127 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $265,434 | TotalRevenueColumnAmt |
| Exclusion | $265,434 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62 | TotalRevenueColumnAmt |
| Exclusion | $62 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,571,411 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,469,272 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,102,139 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,102,139 | TotalRevenueColumnAmt |
| Exclusion | $2,102,139 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7 | TotalRevenueColumnAmt |
| Exclusion | $7 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,821,575 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,269,554 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $67,573 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,367,642 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,881,273 | TotalAmt |
| Program Services | $2,881,273 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,438 | TotalAmt |
| Program Services | $51,438 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,300,042 | TotalAmt |
| Program Services | $1,008,950 | ProgramServicesAmt |
| Management And General | $1,284,109 | ManagementAndGeneralAmt |
| Fundraising | $6,983 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,373,815 | TotalAmt |
| Program Services | $2,641,057 | ProgramServicesAmt |
| Management And General | $1,673,965 | ManagementAndGeneralAmt |
| Fundraising | $58,793 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,616 | TotalAmt |
| Program Services | $196,872 | ProgramServicesAmt |
| Management And General | $127,376 | ManagementAndGeneralAmt |
| Fundraising | $4,368 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,698,409 | TotalAmt |
| Program Services | $951,074 | ProgramServicesAmt |
| Management And General | $729,231 | ManagementAndGeneralAmt |
| Fundraising | $18,104 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,015 | TotalAmt |
| Program Services | $305,502 | ProgramServicesAmt |
| Management And General | $242,894 | ManagementAndGeneralAmt |
| Fundraising | $5,619 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,526 | TotalAmt |
| Management And General | $41,526 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,971 | TotalAmt |
| Management And General | $131,971 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,416 | TotalAmt |
| Program Services | $234,362 | ProgramServicesAmt |
| Management And General | $312,054 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,057 | TotalAmt |
| Program Services | $38,765 | ProgramServicesAmt |
| Management And General | $121,292 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,996 | TotalAmt |
| Program Services | $156,121 | ProgramServicesAmt |
| Management And General | $207,875 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,243 | TotalAmt |
| Program Services | $174,953 | ProgramServicesAmt |
| Management And General | $103,290 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,411 | TotalAmt |
| Program Services | $239,564 | ProgramServicesAmt |
| Management And General | $123,847 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $754,817 | TotalAmt |
| Program Services | $746,884 | ProgramServicesAmt |
| Management And General | $7,933 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023 | TotalAmt |
| Program Services | $248 | ProgramServicesAmt |
| Management And General | $775 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,519 | TotalAmt |
| Program Services | $80,778 | ProgramServicesAmt |
| Management And General | $252,741 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,879 | TotalAmt |
| Program Services | $19,347 | ProgramServicesAmt |
| Management And General | $60,532 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIP.& ROOM RENTAL | $946,775 | $936,824 | $9,951 |
| SUBS. AND PUBLICATIONS | $418,736 | $101,417 | $317,319 |
| REPAIR AND MAINT. | $187,424 | $45,394 | $142,030 |
| BAD DEBT | $134,826 | $134,826 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,836 | TotalAmt |
| Program Services | $97,363 | ProgramServicesAmt |
| Management And General | $42,473 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,070,063 | TotalAmt |
| Program Services | $10,908,186 | ProgramServicesAmt |
| Management And General | $6,068,010 | ManagementAndGeneralAmt |
| Fundraising | $93,867 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,599 | BOYAmt |
| EOY | $631,403 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,719 | BOYAmt |
| EOY | $1,222,543 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,567 | BOYAmt |
| EOY | $960,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $606,147 | BOYAmt |
| EOY | $285,148 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,416 | BOYAmt |
| EOY | $470,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,892,188 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,091,689 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,079,345 | BOYAmt |
| EOY | $800,499 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,680,864 | BOYAmt |
| EOY | $4,353,921 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,910,615 | BOYAmt |
| EOY | $2,579,223 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,800,272 | BOYAmt |
| EOY | $11,304,414 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,707 | BOYAmt |
| EOY | $1,178,321 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $356,217 | BOYAmt |
| EOY | $474,040 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $250,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,277,468 | BOYAmt |
| EOY | $5,700,108 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,168,392 | BOYAmt |
| EOY | $7,602,469 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,085,600 | BOYAmt |
| EOY | $3,187,304 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,280 | BOYAmt |
| EOY | $514,641 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,880 | BOYAmt |
| EOY | $3,701,945 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,800,272 | BOYAmt |
| EOY | $11,304,414 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $751,512 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,681,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,268,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,106,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,897,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,268,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,116,806 | CurrentTaxYearAmt |
| Total | $32,657,049 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,268,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,106,535 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,897,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,268,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,116,806 | CurrentTaxYearAmt |
| Total | $32,657,049 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $17,679,225 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,977,824 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,978 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,423 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,949 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,496 | CurrentTaxYearAmt |
| Total | $501,452 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,924 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,184 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,125 | CurrentTaxYearAmt |
| Total | $397,725 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,017 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7 | CurrentTaxYearAmt |
| Total | $2,846 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,559,072 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,152,058 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44630 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,359 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,359 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,050,704 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $17,070,063 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $765,829 | CurrentYearMinus3Amt |
| Current Year Minus2 | $919,262 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $3,685,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,527,637 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus1 | $5,826 | CurrentYearMinus1Amt |
| Current Year | $19,359 | CurrentYearAmt |
| Total | $25,185 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $191,457 | CurrentYearMinus3Amt |
| Current Year Minus2 | $229,816 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $921,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,381,910 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,423,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,887,008 | DepreciationAmt |
| Book Value | $536,357 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,095,592 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,077,258 | DepreciationAmt |
| Book Value | $18,334 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $373,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $127,423 | DepreciationAmt |
| Book Value | $245,808 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $800,499 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEFERRED SUBLEASE ASSET | $175,053 |
| LEASE RIGHT OF USE ASSET | $1,683,046 |
| EMPLOYEE RETENTION CREDIT RECEIVABLE | $469,012 |
| DEPOSITS | $177,112 |
| DEFERRED COMPENSATION PLAN ASSETS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,579,223 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| FINANCE LEASE LIABILITY | $1,753 |
| SUBLEASE DEPOSIT | $79,774 |
| OPERATING LEASE LIABILITY | $3,115,105 |
| REFUNDABLE ADVANCES | $2,428,476 |
| DEFERRED COMPENSATION PLAN LIABILITY | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,700,108 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,140,128 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,681,447 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,681,447 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,821,575 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,821,575 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,070,063 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $17,070,063 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $17,070,063 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (40 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PITTSBURGH | |||||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | 250965591 | 501(C)(3) | $311,597 | $0 | CO LEADS AND PARTICIPATES IN THE STRATEGIC OVERSIGHT OF ALL TASKS, PROJECT AND MILESTONES, AND PROGRESS REPORTS | |
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||
| 912 W FRANKLIN ST | RICHMOND | VA | 23284 | 546001758 | 501(C)(3) | $264,275 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| UNIVERSITY OF MARYLAND BALTIMORE COUNTY | |||||||||
| 1000 HILLTOP CIRCLE | BALTIMORE | MD | 21250 | 526002033 | 501(C)(3) | $212,568 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| UC REGENTSUNIVERSITY OF CALIFORNIA SAN FRANCISCO | |||||||||
| 1855 FOLSOM ST SUITE 425 | SAN FRANCISCO | CA | 94103 | 943067788 | 501(C)(3) | $182,534 | $0 | PROVIDES OVERSIGHT OF ALL ACTIVITIES FOR THE CROSS-SITE EVALUATION INPARTNERSHIP WITH DR. COPE, INCLUDING DATA COLLECTION, ANALYSIS, AND RELATED DISSEMINATION. THIS ROLE WILLADDITIONALLY ENTAIL REPRESENTATION DURING MEETINGS WITH HRSA AS WELL AS CO-LEADERSHIP OF THE BLENDEDACADEMYHEALTH-UCSF MEASUREMENT & EVALUATION (TASK 3) SUPPORT TEAM | |
| UNIVERSITY OF SOUTH CAROLINA | |||||||||
| 1501 PENDLETON ST | COLUMBIA | SC | 29208 | 576002033 | 501(C)(3) | $168,221 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| DESIGN IMPACT | |||||||||
| 3874 PAXTON AVE SUITE 9865 | CINCINNATI | OH | 45209 | 264662578 | 501(C)(3) | $157,559 | $0 | PROVIDE SERVICES RELATED TO THE FOUNDATIONS COMMUNITY RESEARCH FOR HEALTH EQUITY PROGRAM. THE CONTRACTOR WILL COLLABORATE WITH ACADEMYHEALTH TO FACILITATE GRANTEE NETWORK-BUILDING AND COHORT LEARNING EXPERIENCES FOR THE CRHE GRANTEES. | |
| MWHS | |||||||||
| 635 MAIN STREET | MIDDLETOWN | CT | 06457 | 850521893 | 501(C)(3) | $116,537 | $0 | DR. DAMIANS TIME AS A SENIOR SCHOLAR WILL BE FOCUSED ON DEEPENING AND ENHANCING ACADEMYHEALTHS EQUITY STRATEGY FOR HEALTH SYSTEMS IMPROVEMENT, RESILIENCE, AND CAPACITY; COMMUNITY ENGAGEMENT; AND CROSS-CUTTING STRATEGIC INITIATIVES. | |
| FAMILY VOICES | |||||||||
| 561 VIRGINIA RD BUILDING 4 SUITE | CONCORD | MA | 01742 | 850430800 | 501(C)(3) | $115,196 | $0 | PROVIDES PROJECT MANAGEMENT ASSISTANCE, AND PARTNERSHIP FOR THE MEETINGS AND WORKSHOPS | 300 |
| PATIENT ADVOCACY FOUNDATION | |||||||||
| 421 BUTLER FARM RD | HAMPTON | VA | 23666 | 541806317 | 501(C)(3) | $97,275 | $0 | PATIENT ADVOCATE FOUNDATIONS PATIENT INSIGHT INSTITUTE WILL SERVE AS A FULLY INTEGRATED PARTNER ON THE ESC CC SUPPLEMENT PROJECT AND ASSIST WITH LEADERSHIP, ENGAGEMENT, INFO GATHERING, TA AND DISSEMINATION ACTIVITIES | |
| GRAYHALL | |||||||||
| 1213 SUMMIT AVENUE | ST PAUL | MN | 55105 | 411597991 | $85,240 | $0 | PROVIDES CONSULTATIVE EXPERTISE AND RESEARCH SERVICES WHICH INCLUDE PROJECT MANAGEMENT, ENGAGEMENT, COLLABORATING WITH OTHER DOULA AGENCIES AND PRODUCE BRIEF SUMMARY OF FINDINGS. | ||
| BOSTON CHILDREN'S HOSPITAL | |||||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $84,857 | $0 | SERVES AS A STRATEGIC PARTNER PROVIDING OVERSIGHT OF 3 TASKS, ADVISING AND CONTRIBUTING TO THE COORDINATING CENTER'S THOUGHT LEADERSHIP AS WELL AS CO-LEADING AGENDA DEVELOPMENT FOR ALL LEARNING SESSIONS | |
| MICHSU MICHIGAN STATE UNIVERSITY | |||||||||
| 426 AUDITORIUM ROAD ROOM 360 | EAST LANSING | MI | 48824 | 386005984 | 501(C)(3) | $74,997 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| YALE YALE UNIV SCHOOL OF PUB HLTH | |||||||||
| 60 COLLEGE STREET | NEW HAVEN | CT | 06510 | 060646973 | 501(C)(3) | $74,779 | $0 | THE CHARITABLE PURPOSE OF THIS SUBGRANT TO IMPROVE UNDERSTANDING OF THE EPIDEMIOLOGY OF DIAGNOSTIC DELAY. | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER | |||||||||
| 7000 FANNIN STREET | HOUSTON | TX | 77030 | 741761309 | 501(C)(3) | $72,769 | $0 | TO UNDERSTAND THE POTENTIAL OF AND CHALLENGES TO USINGINTERNET DATA TO FACILITATE TIMELY, ACCURATE DIAGNOSIS AND TREATMENT | |
| BLACK MOTHER'S BREASTFEEDING ASSOCIATION | |||||||||
| 19750 BURT RD SUITE 205 | DETROIT | MI | 48219 | 743235491 | 501(C)(3) | $72,313 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| UNIVERSITY OF MICHIGAN | |||||||||
| 1109 GEDDES AVE SUITE 3300 | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $71,082 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| GENESIS BIRTH SERVICES | |||||||||
| 1307 PARK AVE 10 | WILLIAMSPORT | PA | 17701 | 824470819 | 501(C)(3) | $70,785 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION | |||||||||
| 109 KINKEAD HALL | LEXINGTON | KY | 40526 | 616033693 | 501(C)(3) | $65,849 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| BIRTH MATTERS | |||||||||
| 501 HOWARD STREET SUITE A | SPARTANBURG | SC | 29303 | 454900759 | 501(C)(3) | $61,637 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| UNCOSR UNC OFC OF SPONSORED RESEARCH | |||||||||
| 104 AIRPORT DRIVE SUITE 2200 | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $57,681 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| JEFF SCHIFFSECOND SUMMIT HEALTH | |||||||||
| 11305 M SHORELINE COURT | HIDEOUT | UT | 84036 | $54,167 | $0 | ADVISES ON THE STRATEGIC DIRECTION OF THE ESC CC, AS WELL AS ACTIVITIES EXTENDING ACROSS ALL FOUR TASKS. IN PARTICULAR, HE WILL SUPPORT TASK 1: TRAINING AND TA AS FACULTY, AND HE WILL SUPPORT TASK 3: EVALUATION AND TASK 4: SUSTAINABILITY AS AN EXPERT ADVISOR. FOR TASK 3 SPECIFICALLY, DR. SCHIFF WILL PARTICIPATE IN PROJECT MEETINGS, MEASUREMENT & EVALUATION WORKGROUP AND AFFINITY GROUP MEETINGS, AND ADVISE ON ALL DELIVERABLES. FOR TASK 4 SPECIFICALLY, DR. SCHIFF WILL PARTICIPATE IN PROJECT MEETINGS, ADVISORY GROUP MEETINGS, AND ADVISE ON ALL DELIVERABLES RELATED TO SUBTASKS 4.2 AND 4.3. | |||
| INNOVATION HORIZON | |||||||||
| 2819 27TH STREET NW | WASHINGTON | DC | 20008 | 815186613 | 501(C)(3) | $44,247 | $0 | THE CONTRACTOR TO PROVIDE ANALYTIC, WRITING AND PROJECT MANAGEMENT SERVICES | |
| MAMATOTO VILLAGE | |||||||||
| 4315 SHERIFF ROAD NE | WASHINGTON | DC | 20019 | 462564702 | 501(C)(3) | $44,151 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| WIELL CORNELL MEDICAL COLLEGE | |||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | 131623978 | 501(C)(3) | $38,908 | $0 | TO PROVIDE CONSULTATIVE SERVICES THROUGH SUBJECT MATTER EXPERTISE AND CONTENT DEVELOPMENT IN SUPPORT OF THE MEDICAID DATA LEARNING NETWORK PROJECT (PROJECT). | |
| ASSOCIATION OF IMMUNIZATION MANAGERS | |||||||||
| 451 HUNGERFORD DRIVE SUITE 225 | ROCKVILLE | MD | 20850 | 522346043 | 501(C)(3) | $33,335 | $0 | TO PROVIDE TECHNICAL ASSISTANCE FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) FUNDED GRANT, AH, NASHP, AND AIM PROJECT: ELIMINATING BARRIERS TO IMMUNIZATION THROUGH STATE INTERAGENCY AND COMMUNITY COLLABORATION | |
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||
| 3181 S W SAM JACKSON PARK RD | PORTLAND | OR | 97239 | 931176109 | 501(C)(3) | $31,249 | $0 | TO PROVIDE SERVICES THROUGH SUBJECT MATTER EXPERTISEAND CONTENT DEVELOPMENT IN SUPPORT OF THE MEDICAID DATA LEARNING NETWORK PROJECT | |
| AMERICAN ACADEMY OF PEDIATRICS | |||||||||
| 345 PARK BLVD | ITASCA | IL | 60143 | 362275597 | 501(C)(3) | $29,546 | $0 | PROVIDES ADVISING, TRAINING AND DISSEMINATION EFFORTS | |
| KENTUCKY DOULAS | |||||||||
| 515 CLAY LICK RD | SALVISA | KY | 40372 | 873743572 | 501(C)(3) | $25,025 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH MEDICAID BENEFICIARIES | |
| HOPES EMBRACE | |||||||||
| 138 BAYBROOK CIRCLE | NICHOLASVILLE | KY | 40356 | 814477394 | 501(C)(3) | $24,310 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| ICH INSTITUTE FOR COMMUNITY HEALTH | |||||||||
| 350 MAIN STREET 4TH FLOOR | MALDEN | MA | 02148 | 043543853 | 501(C)(3) | $20,997 | $0 | SUPPORTS DISSEMINATION ASSOCIATED WITH RTHS | |
| SARAH GORDON GOLDEN STANDARD PUBLIC HEALTH | |||||||||
| 437 SHAWMUT AVE 1 | BOSTON | MA | 02118 | 933183105 | $17,267 | $0 | TO COLLABORATE WITH CONTRACTOR WHO WILL PROVIDETECHNICAL ASSISTANCE FOR THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC) FUNDEDGRANT, "AH, NASHP, AND AIM PROJECT: ELIMINATING BARRIERS TO IMMUNIZATION THROUGHSTATE INTERAGENCY AND COMMUNITY COLLABORATION | ||
| URBAN BABY BEGINNINGS | |||||||||
| 5700 OLD RICHMOND AVENUE SUITE D17 | RICHMOND | VA | 23226 | 020805467 | 501(C)(3) | $16,500 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| BIRTH IN COLOR | |||||||||
| 115 E BROAD ST UNIT 1A | RICHMOND | VA | 23219 | 833221701 | 501(C)(3) | $15,015 | $0 | PROVIDES SUBJECT MATTER EXPERTISE ON SURVEY AND FOCUS GROUP INSTRUMENTS AND ASSIST WITH OUTREACH TO MEDICAID BENEFICIARIES | |
| UNIVERSITY OF SOUTHERN MAINE | |||||||||
| PO BOX 9300 | PORTLAND | ME | 04104 | 016000769 | 501(C)(3) | $14,105 | $0 | PROVIDES GUIDANCE ON ALL ASPECTS OF THE PROJECT RELATED TO QUANTITATIVE AND QUALITATIVE RESEARCH INSUPPORT OF THE IMPLEMENTING DOULA CARE PROGRAMS IN MEDICAID TO ADVANCE RACIAL EQUITY IN SEVEREMATERNAL MORBIDITY PROJECT | |
| POLICY VIZ | |||||||||
| 6808 WEAVER AVE | MCLEAN | VA | 22101 | 472729631 | N/A | $12,000 | $0 | PREPARE AND DELIVER A VIRTUAL PRESENTATION ON HOW RESEARCHERS CAN DISSEMINATE THEIR FINDINGS TO WIDER AUDIENCES. | |
| RESEARC RESEARCH AMERICA | |||||||||
| 241 18TH STREET SOUTH SUITE 501 | ARLINGTON | VA | 22202 | 521609875 | 501(C)(3) | $10,000 | $0 | GENERATING AND USING EVIDENCE TO INFORM STATE HEALTH POLICY TO IMPROVE THE HEALTH AND WELLBEING OF INDIVIDUALS AND COMMUNITIES. | |
| UNIVROC UNIVERSITY OF ROCHESTER | |||||||||
| 518 HYLAN BUILDING BOX 270140 | ROCHESTER | NY | 14627 | 160743209 | 501(C)(3) | $10,000 | $0 | TO CONDUCT A TARGETED REVIEW OF THE LITERATURE AND CONSENSUS DOCUMENTS TO IDENTIFY CURRENT DEFINITIONS, FRAMEWORKS, DRIVERS, RESEARCH AND EFFORT FOCUSED ON HIGH-VALUE, EQUITABLE CARE | |
| LOWN INSTITUTE | |||||||||
| 163 HIGHLAND AVENUE | NEEDHAM | MA | 02494 | 043291770 | 501(C)(3) | $10,000 | $0 | TO PROVIDE SERVICES FOR THE PUROSES OF EXAMINING HEALTH SYSTEM MEDICAL DEBT POLICIES AND PRACTICIES AND THEIR IMPACTS ON PATIENT AND CLINICIAN OUTCOMES AS WELL AS DEBT BURDEN | |
| SOCIETY OF FAMILY PLANNING | |||||||||
| 757 EAST 20TH AVE SUITE 370-232 | DENVER | CO | 80205 | 300291539 | 501(C)(3) | $7,500 | $0 | THE SOCIETY OF FAMILY PLANNING (THE SOCIETY) WILL SUPPORT ACADEMYHEALTHS NEWLY LAUNCHED RESEARCH COMMUNITY (RC) | |
| FNU FONTIER NURSING UNIVERSITY INC | |||||||||
| 2050 LEXINGTON ROAD | VERSAILLES | KY | 40383 | 610444931 | 501(C)(3) | $5,200 | $0 | TO PROVIDE CONSULTATION AND RESEARCH SUPPORT TO AH FOR THE IMPLENTING DOULA CARE PROGRAMS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | CONSULTANT/ SCHOLAR | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $51,438 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACADEMYHEALTH ASSIGNS EACH GRANT AWARD AN INDIVIDUAL PROJECT CODE IN THE ACCOUNTING AND TIMESHEET TRACKING SOFTWARE AND IS RECONCILED MONTHLY WITH THE GRANT'S PROJECT DIRECTOR. THE GUIDELINES FOR FINANCIAL REPORTING VARY BY GRANTOR BUT REQUIRE AT LEAST AN INTERIM REPORT DUE MIDWAY THROUGH THE PROJECT, AS WELL AS A FINAL REPORT DUE AT THE END OF THE PROJECT. ADDITIONALLY, ALL THIRD-PARTY AGREEMENTS, ADMINISTRATIVE REQUESTS AND GRANT AGREEMENT REVISIONS ARE SAVED THROUGHOUT THE GRANT'S LIFE CYCLE. ALL GRANT AGREEMENTS AND RELATED COMMUNICATIONS ARE KEPT ON FILE IN THE OFFICE OF GRANTS AND CONTRACTS' (OGC) DEPARTMENT AND ARE FORWARDED ANNUALLY TO THE ACCOUNTING DEPARTMENT FOR AUDIT PURPOSES. GRANT REVENUE RECEIVED AND THE VARIOUS RESTRICTIONS ON IT IS TRACKED AND RECONCILED ANNUALLY AGAINST THE RECORDS OF ACADEMYHEALTH'S ACCOUNTING DEPARTMENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AARON CARROLL | ||||||||||||||
| PRESIDENT AND CEO | $583,375 | $0 | $0 | $0 | $0 | $0 | $105,137 | $0 | $20,687 | $0 | $709,199 | $0 | $0 | $0 |
| HOLLY HUESTON | ||||||||||||||
| CFO AND VICE PRESIDENT | $260,625 | $0 | $4,000 | $0 | $0 | $0 | $10,425 | $0 | $15,271 | $0 | $290,321 | $0 | $0 | $0 |
| MARGO EDMUNDS | ||||||||||||||
| VICE PRESIDENT | $255,107 | $0 | $4,000 | $0 | $0 | $0 | $20,409 | $0 | $2,805 | $0 | $282,321 | $0 | $0 | $0 |
| MICHAEL GLUCK | ||||||||||||||
| VICE PRESIDENT | $237,736 | $0 | $4,000 | $0 | $0 | $0 | $19,019 | $0 | $10,928 | $0 | $271,683 | $0 | $0 | $0 |
| KRISTIN ROSENGREN | ||||||||||||||
| VICE PRESIDENT | $232,685 | $0 | $4,000 | $0 | $0 | $0 | $18,615 | $0 | $1,847 | $0 | $257,147 | $0 | $0 | $0 |
| TEASHA PELHAM | ||||||||||||||
| VICE PRESIDENT | $209,972 | $0 | $4,000 | $0 | $0 | $0 | $16,798 | $0 | $18,870 | $0 | $249,640 | $0 | $0 | $0 |
| ELIZABETH COPE | ||||||||||||||
| VICE PRESIDENT | $196,858 | $0 | $4,000 | $0 | $0 | $0 | $15,749 | $0 | $16,140 | $0 | $232,747 | $0 | $0 | $0 |
| AMY HAMMER | ||||||||||||||
| SENIOR DIRECTOR | $198,875 | $0 | $1,000 | $0 | $0 | $0 | $15,910 | $0 | $10,285 | $0 | $226,070 | $0 | $0 | $0 |
| LAUREN ADAMS | ||||||||||||||
| SENIOR DIRECTOR | $179,750 | $0 | $1,000 | $0 | $0 | $0 | $14,380 | $0 | $16,140 | $0 | $211,270 | $0 | $0 | $0 |
| STACY HALBERT | ||||||||||||||
| IT DIRECTOR | $173,715 | $0 | $0 | $0 | $0 | $0 | $13,897 | $0 | $20,687 | $0 | $208,299 | $0 | $0 | $0 |
| ANGELICA RODRIQUEZ | ||||||||||||||
| MEMBERSHIP DIRECTOR | $177,000 | $0 | $0 | $0 | $0 | $0 | $14,160 | $0 | $10,290 | $0 | $201,450 | $0 | $0 | $0 |
| SUSAN KENNEDY | ||||||||||||||
| SENIOR DIRECTOR | $158,841 | $0 | $0 | $0 | $0 | $0 | $12,195 | $0 | $15,246 | $0 | $186,282 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | AARON CARROLL RECEIVED $75,000 OF DEFERRED COMPENSATION. |
| PART I, LINE 7 | BONUS COMPENSATION IS REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II). BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ACADEMYHEALTH IS A MEMBER-BASED ORGANIZATION OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS, AND PRACTITIONERS UNITED IN THEIR COMMITMENT TO IMPROVE HEALTH AND HEALTH CARE THROUGH EVIDENCE. TOGETHER, THEY CONTRIBUTE TO AND BENEFIT FROM ACADEMYHEALTH'S PROFESSIONAL DEVELOPMENT OFFERINGS, COLLABORATIVE LEARNING NETWORKS, AND LEADERSHIP OPPORTUNITIES. WE WORK TOGETHER TO ENSURE THAT HIGH-QUALITY, RELEVANT RESEARCH INFORMS POLICY AND PRACTICE DECISIONS ON THE MOST PRESSING HEALTH CHALLENGES. |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS HAVE AN OPPORTUNITY TO AFFIRM OR COMMENT ON THE SLATE OF BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT AND THE CEO OR THE VP WHO IS ASSISTANT SECRETARY OF BOARD SIGNS FOR ELECTRONIC SUBMISSION. ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE FORM 990 AFTER THE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND OFFICERS AND IS MONITORED BY AN ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD CHAIR WHICH ARE REVIEWED AND MAINTAINED BY THE BOARD LIAISON, SARAH HOYT. THE EXECUTIVE COMMITTEE REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT, OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT OF INTEREST IS RECUSED FROM THE DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM AVAILIABLE DATA ON NONPROFIT CEO SALARIES AND COMPENSATION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE PRESIDENT/CEO, WITH THE MOST RECENT REVIEW AND APPROVAL COMPLETED IN NOVEMBER 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VIII, LINE 7: GAIN/(LOSS) FROM SALE OF INVESTMENT SECURITIES | DURING THE FISCAL YEAR, ACADEMYHEALTH REPOSITIONED A PORTION OF ITS INVESTMENT PORTFOLIO AS PART OF ITS LIQUIDITY AND TREASURY MANAGEMENT STRATEGY, INCLUDING ESTABLISHING ACCESS TO A LINE OF CREDIT SECURED BY INVESTMENT ASSETS. THE SALE AND TRANSFER OF INVESTMENTS IN CONNECTION WITH THIS REPOSITIONING RESULTED IN REALIZED GAINS OF $2,102,139 REPORTED IN PART VIII, LINE 7. THESE REALIZED GAINS WERE PARTIALLY OFFSET BY UNREALIZED INVESTMENT LOSSES OF $1,681,447 DURING THE YEAR, RESULTING IN COMBINED NET REALIZED AND UNREALIZED INVESTMENT GAINS OF $420,692. |
Comments