MGMA-ACMPE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MGMA-ACMPE (EIN 45-2766110)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-08
- IRS object ID
- 202400399349301450
- Schema version
- 2022v5.0
- 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 | 2024-02-08T11:40:32-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452766110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA-ACMPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMA | BusinessNameControlTxt |
| Phone | 3037991111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801125313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AKASH MADIAH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3037991111 | PhoneNum |
| Signature | 2024-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | AKASH | PersonFirstNm |
| Person Last | MADIAH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2024-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AKASH MADIAH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801125313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,511,390 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MGMA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | SERVE MEMBERS, CUSTOMERS, AND THE HEALTHCARE COMMUNITY AS A TRUSTED PARTNER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 230 | TotalVolunteersCnt |
| Total Gross UBI | $1,631,111 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,513,586 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $32,490,139 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,572,379 | CYProgramServiceRevenueAmt |
| PY Investment Income | $989,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,156,010 | CYInvestmentIncomeAmt |
| PY Other Revenue | $93,551 | PYOtherRevenueAmt |
| CY Other Revenue | $451,491 | CYOtherRevenueAmt |
| PY Total Revenue | $36,087,217 | PYTotalRevenueAmt |
| CY Total Revenue | $40,179,880 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,331,042 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,204,118 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,488,103 | PYOtherExpensesAmt |
| CY Other Expenses | $13,157,883 | CYOtherExpensesAmt |
| PY Total Expenses | $31,819,145 | PYTotalExpensesAmt |
| CY Total Expenses | $34,362,001 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,268,072 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,817,879 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,755,762 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,568,753 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,689,224 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,671,229 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,066,538 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,897,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MGMA SERVES MEMBERS, CUSTOMERS, AND THE HEALTHCARE COMMUNITY AS A TRUSTED PARTNER BY DELIVERING INSIGHTS, SOLUTIONS, AND ADVOCACY TO ACHIEVE MEDICAL PRACTICE EXCELLENCE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBERSHIP SERVICES - AS THE ASSOCIATION FOR PROFESSIONALS IN THE FIELD OF MEDICAL GROUP PRACTICE ADMINISTRATION, THE ASSOCIATION PROVIDED SERVICES TO ITS MEMBERS INCLUDING COMMUNICATIONS ON PERTINENT ISSUES OF THE PROFESSION, INFORMATION ON PRODUCTS AND SERVICES AND OTHER ACTIVITIES TO PROMOTE THE MEDICAL GROUP PRACTICE ADMINISTRATION INDUSTRY AND ITS MEMBERS. WITH A MEMBERSHIP OF MORE THAN 60,000 MEDICAL PRACTICE ADMINISTRATORS, EXECUTIVES, AND LEADERS, MGMA REPRESENTS MORE THAN 15,000 GROUP MEDICAL PRACTICES RANGING FROM SMALL PRIVATE MEDICAL PRACTICES TO LARGE NATIONAL HEALTH SYSTEMS REPRESENTING MORE THAN 350,000 PHYSICIANS. IN ADDITION, THE ASSOCIATION'S GOVERNMENT AFFAIRS STAFF MONITORED AND ENGAGED IN ADVOCACY EFFORTS RELATED TO FEDERAL LEGISLATION AND REGULATIONS THAT AFFECT MEDICAL GROUP PRACTICES. THE GOVERNMENT AFFAIRS STAFF ALSO EDUCATED THE MEMBERSHIP ON HEALTH CARE NEWS, EVENTS AND CHANGING FEDERAL REQUIREMENTS. THEY PUBLISHED APPROXIMATELY 54 EDUCATIONAL ELECTRONIC NEWSLETTERS WITH AN AVERAGE CIRCULATION OF APPROXIMATELY 40,100. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION AND CERTIFICATION -THE ASSOCIATION PROVIDED MEDICAL PRACTICE MANAGEMENT ADMINISTRATION EDUCATION TO APPROXIMATELY 16,000 ATTENDEES, PRESENTING EDUCATION VIA FORMAL CLASSROOM PROGRAMMING ON A NATIONAL, REGIONAL AND STATE BASIS. THE ASSOCIATION PROVIDED EDUCATION FOR 2,000 ATTENDEES AT FACE-TO-FACE EVENTS AND 2,700 AT DIGITAL CONFERENCES. COMPUTER-BASED AND AUDIO-CONFERENCE TRAINING WAS PRESENTED TO APPROXIMATELY 11,300 ATTENDEES.IN ADDITION, CERTIFICATES, BOARD CERTIFICATION, AND FELLOWSHIP LEVEL CERTIFICATION ARE OFFERED TO MEMBERS THROUGH MEETING ESTABLISHED CORE COMPETENCIES AND OBJECTIVES IDENTIFIED FOR THE INDUSTRY BY OUR CREDENTIALING BODY. A TOTAL OF 314 CERTIFICATES WERE COMPLETED, 477 EXAM COMPONENTS WERE GIVEN TO EXAMINEES, 53 MEMBERS RECEIVED BOARD CERTIFICATION DURING FY23 AND 170 CERTIFIED MEMBERS WERE ADVANCED TO FELLOW STATUS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SURVEYS AND PUBLICATIONS - THE ASSOCIATION CONDUCTED ANNUAL SURVEYS DESIGNED TO PROVIDE CRITICAL INFORMATION FOR BUSINESS PLANNING, MANAGEMENT, STAFFING AND COMPENSATION PURPOSES. THE ASSOCIATION PUBLISHED 6 ELECTRONIC AND 1 PRINTED SURVEY REPORTS PRESENTING BENCHMARKING DATA AND SOLD APPROXIMATELY 4,100 SURVEYS. IN ADDITION, THE ASSOCIATION PUBLISHED PRINT AND EBOOKS AND SOLD APPROXIMATELY 5,100 MANUALS AND TEXTBOOKS ON MEDICAL PRACTICE MANAGEMENT TOPICS, INCLUDING RESOURCES FROM OTHER PUBLISHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 115 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 152 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | 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 | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AKASH MADIAH | PersonNm |
| Phone | 3037991111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| HALEE FISCHER-WRIGHT | |||||||||
| PRESIDENT/CEO | 40.00 | 6.00 | Yes (X) | $1,562,399 | $0 | $58,622 | |||
| RONALD HOLDER | |||||||||
| COO | 40.00 | 6.00 | Yes (X) | $596,682 | $0 | $65,204 | |||
| AKASH MADIAH | |||||||||
| CFO | 40.00 | 6.00 | Yes (X) | $530,886 | $0 | $43,509 | |||
| ANDERS GILBERG | |||||||||
| SR VP, GOVERNMENT AFFAIRS | 40.00 | 0.00 | $416,399 | $0 | $56,345 | Yes (X) | |||
| ANDREW SWANSON | |||||||||
| SR VP, PRODUCT STRATEGY & SALES | 40.00 | 0.00 | $360,901 | $0 | $69,493 | Yes (X) | |||
| TRACY WATROUS | |||||||||
| VP, ASSOCIATION PRODUCT DEVELOPMENT | 40.00 | 0.00 | $312,652 | $0 | $44,031 | Yes (X) | |||
| TODD PRESCOTT | |||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $302,199 | $0 | $54,700 | Yes (X) | |||
| VICTORIA STONE | |||||||||
| FORMER VP MARKETING (THRU 11/22) | 40.00 | 0.00 | $347,971 | $0 | $18,496 | Yes (X) | |||
| OWEN KEMP | |||||||||
| SALES SENIOR MANAGER | 40.00 | 0.00 | $247,241 | $0 | $38,758 | Yes (X) | |||
| MIRANDA BENDER | |||||||||
| SENIOR DIRECTOR, IT & DATA ANALYTICS | 40.00 | 0.00 | $206,204 | $0 | $33,565 | Yes (X) | |||
| JILLIAN MOORE | |||||||||
| SR. ACCOUNT MANAGER, DATA PRODUCTS | 40.00 | 0.00 | $197,890 | $0 | $32,649 | Yes (X) | |||
| BRETT MCCALLON | |||||||||
| DIRECTOR FINANCE | 40.00 | 0.00 | $199,151 | $0 | $29,847 | Yes (X) | |||
| JEFFREY W SMITH | |||||||||
| BOARD CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ERIC D CROCKETT | |||||||||
| VICE CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER GOSNEY | |||||||||
| FINANCE/AUDIT CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD T SCHLOSBERG | |||||||||
| FINANCE/AUDIT VICE CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KAREN MARCELO | |||||||||
| PAST BOARD CHAIR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JASON CRAIG | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| PAUL DEMURO | |||||||||
| MEMBER AT LARGE (THRU 10/22) | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL T FUNK | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| GENA A GRAVES | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| CARRIE KOZLOWSKI | |||||||||
| MEMBER AT LARGE (THRU 10/22) | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| MICHAEL O'CONNELL | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| LOLA A OSAWE | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| STEVEN QUACH | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| RAMI RIHANI | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| TONY STAJDUHAR | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| PETER VALENZUELA | |||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,280,575 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $545,219 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 51 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PERFORMANCE ENHANCEMENTS INC | |||||
| 4909 NAUTILUS CT N 221 | BOULDER | CO | 80301 | IT SERVICES AND SUPPORT | $969,300 |
| BLUE MODUS | |||||
| 999 18TH STREET STE 3000 | DENVER | CO | 80202 | IT SERVICES AND SUPPORT | $686,446 |
| ENCORE GLOBAL | |||||
| 23918 NETWORK PLACE | CHICAGO | IL | 60673 | CONFERENCE AUDIO VISUAL SERVICES | $609,363 |
| LEVY RESTAURANTS | |||||
| 415 SUMMER STREET | BOSTON | MA | 02210 | CONFERENCE CATERING SERVICES | $383,224 |
| HYATT REGENCY GRAND CYPRESS | |||||
| PO BOX 842229 | DALLAS | TX | 75284 | EVENT HOSTING/MANAGEMENT | $334,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| INFORMATION AND PUBLIC | 541800 | $18,302,070 | $18,218,027 | $84,043 |
| MEMBERSHIP DUES | 611430 | $9,790,496 | $9,790,496 | |
| CONFERENCE & EDUCATION | 611430 | $5,423,832 | $5,271,508 | $152,324 |
| CONSULTING SERVICES | 541900 | $892,705 | $3,600 | $889,105 |
| CERTIFICATION SERVICES | 611430 | $592,841 | $592,841 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $570,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,796 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $505,639 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,572,379 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $866,034 | TotalRevenueColumnAmt |
| Exclusion | $866,034 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,578,980 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,289,004 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,289,976 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,289,976 | TotalRevenueColumnAmt |
| Exclusion | $3,289,976 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $93,822 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $42,506 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,316 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $51,316 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER REVENUE | 900099 | $384,827 | $384,827 |
| MANAGEMENT FEE | 900099 | $15,348 | $15,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $400,175 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,179,880 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,392,759 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,631,111 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,156,010 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,527,757 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,798,606 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $693,900 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140,390 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,043,465 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,238 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,455 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,478 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620,829 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,201,949 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,987 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,190,054 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,623 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,089 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,565 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,536,980 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,587 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $229,681 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| UNRELATED BUS. INC. TAX | $51,533 |
| MAINTENANCE & REPAIRS | $265,100 |
| MISC. EXPENSE | $227,890 |
| MEMBERSHIP DUES & FEES | $177,004 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,378 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,362,001 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,081,361 | BOYAmt |
| EOY | $3,260,297 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,473,053 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,025,411 | BOYAmt |
| EOY | $1,986,580 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,020,221 | BOYAmt |
| EOY | $977,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,332,908 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,741,850 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,435,458 | BOYAmt |
| EOY | $1,591,058 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,140,083 | BOYAmt |
| EOY | $37,185,546 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,634,279 | BOYAmt |
| EOY | $9,634,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,418,949 | BOYAmt |
| EOY | $4,460,648 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,755,762 | BOYAmt |
| EOY | $63,568,753 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,291,348 | BOYAmt |
| EOY | $2,783,761 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,372,360 | BOYAmt |
| EOY | $11,406,465 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,516 | BOYAmt |
| EOY | $2,481,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,689,224 | BOYAmt |
| EOY | $16,671,229 | 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 | $41,066,538 | BOYAmt |
| EOY | $46,897,524 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,066,538 | BOYAmt |
| EOY | $46,897,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,755,762 | BOYAmt |
| EOY | $63,568,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,817,879 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,826 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,281 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Volunteer Hours | 0 | VolunteerHoursCnt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $9,790,495 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $471,783 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $471,783 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $979,050 | AggregateReportedDuesNtcAmt |
| Taxable | -$507,267 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,180,161 | BeginningYearBalanceAmt |
| Contributions | $545 | ContributionsAmt |
| Investment Earnings Or Losses | $120,325 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,355 | AdministrativeExpensesAmt |
| End Year Balance | $1,268,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,396,483 | BeginningYearBalanceAmt |
| Contributions | $1,773 | ContributionsAmt |
| Investment Earnings Or Losses | -$181,818 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $8,277 | AdministrativeExpensesAmt |
| End Year Balance | $1,180,161 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,137,631 | BeginningYearBalanceAmt |
| Contributions | $840 | ContributionsAmt |
| Investment Earnings Or Losses | $292,205 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,693 | AdministrativeExpensesAmt |
| End Year Balance | $1,396,483 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,165,754 | BeginningYearBalanceAmt |
| Contributions | $1,165 | ContributionsAmt |
| Investment Earnings Or Losses | $5,932 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $28,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $7,220 | AdministrativeExpensesAmt |
| End Year Balance | $1,137,631 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,145,762 | BeginningYearBalanceAmt |
| Contributions | $1,130 | ContributionsAmt |
| Investment Earnings Or Losses | $56,773 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,911 | AdministrativeExpensesAmt |
| End Year Balance | $1,165,754 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14840 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59980 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.25180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $887,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $421,069 | DepreciationAmt |
| Book Value | $466,172 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $910,195 | OtherCostOrOtherBasisAmt |
| Depreciation | $802,869 | DepreciationAmt |
| Book Value | $107,326 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,535,472 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,517,912 | DepreciationAmt |
| Book Value | $1,017,560 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,591,058 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MGMA REALTY, CORP. | $9,384,279 | C |
| MGMA SERVICES, INC. | $250,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $9,634,279 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,461,446 |
| OTHER ASSETS | $334,994 |
| DEFERRED TAX ASSET | $635,821 |
| RIGHT OF USE ASSET | $2,028,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,460,648 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATIONS | $16,702 |
| RIGHT OF USE LEASE LIABILITY | $2,464,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,481,003 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,286,449 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,826 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $97,743 | OtherRevenueAmt |
| Revenue Not Reported | $106,569 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,179,880 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,179,880 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,355,296 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$6,705 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$6,705 | ExpensesNotReportedAmt |
| Expenses Subtotal | $34,362,001 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $34,362,001 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | MGMA - SFI (SCHOLARSHIP FUND INC) IS A CONTROLLED ORGANIZATION OF MGMA -ACMPE. THE ENDOWMENT IS HELD BY MGMA - SFI AND USED TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS SEEKING EDUCATION IN THE MEDICAL PRACTICE ADMINISTRATION FIELD. |
| PART X, LINE 2: | THE ASSOCIATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE CONSOLIDATED FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A RETURN. AFTER EVALUATING THE POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS MANAGEMENT AND GENERAL EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ACMPE SCHOLARSHIP FUND INC. REVENUE 173,241. INTERCOMPANY ELIMINATIONS -729,384. MGMA REALTY CORP. REVENUE 714,036. MGMA CENTER FOR RESEARCH, INC. REVENUE 59,940. GAIN ON DEFERRED TAX ASSEST (NET OF CURRENT TAX EXPENSE) 4,281. MGMA CENTER FOR RESEARCH, INC. UNREALIZED LOSS -33,754. ACMPE SCHOLARSHIP FUND INC. UNREALIZED LOSS -46,139. INVESTMENT EXPENSES -44,478. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MGMA CENTER FOR RESEARCH, INC. EXPENSES 6,093. ACMPE SCHOLARSHIP FUND INC. EXPENSES 45,009. MGMA REALTY CORP. EXPENSES 714,036. MGMA SERVICES, INC. EXPENSES 2,019. INTERCOMPANY ELIMINATIONS -729,384. INVESTMENT EXPENSE -44,478. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Specific Services Provided | N/A | SpecificServicesProvidedTxt |
| Region Total Expenditures | $1,898,650 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,898,650 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,898,650 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | THE ACCCRUAL METHOD WAS USED TO ACCOUNT FOR THE INVESTMENT BALANCES IN PART I. |
| PART III ACCOUNTING METHOD: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HALEE FISCHER-WRIGHT | ||||||||||||||
| PRESIDENT/CEO | $990,788 | $0 | $424,033 | $0 | $147,578 | $0 | $35,350 | $0 | $23,272 | $0 | $1,621,021 | $0 | $0 | $0 |
| RONALD HOLDER | ||||||||||||||
| COO | $422,873 | $0 | $170,800 | $0 | $3,009 | $0 | $35,350 | $0 | $29,854 | $0 | $661,886 | $0 | $0 | $0 |
| AKASH MADIAH | ||||||||||||||
| CFO | $377,556 | $0 | $150,800 | $0 | $2,530 | $0 | $33,642 | $0 | $9,867 | $0 | $574,395 | $0 | $0 | $0 |
| ANDERS GILBERG | ||||||||||||||
| SR VP, GOVERNMENT AFFAIRS | $343,805 | $0 | $69,200 | $0 | $3,394 | $0 | $35,350 | $0 | $20,995 | $0 | $472,744 | $0 | $0 | $0 |
| ANDREW SWANSON | ||||||||||||||
| SR VP, PRODUCT STRATEGY & SALES | $285,431 | $0 | $73,750 | $0 | $1,720 | $0 | $34,654 | $0 | $34,839 | $0 | $430,394 | $0 | $0 | $0 |
| TRACY WATROUS | ||||||||||||||
| VP, ASSOCIATION PRODUCT DEVELOPMENT | $256,618 | $0 | $51,560 | $0 | $4,474 | $0 | $31,482 | $0 | $12,549 | $0 | $356,683 | $0 | $0 | $0 |
| TODD PRESCOTT | ||||||||||||||
| VP HUMAN RESOURCES | $249,269 | $0 | $50,400 | $0 | $2,530 | $0 | $32,904 | $0 | $21,796 | $0 | $356,899 | $0 | $0 | $0 |
| VICTORIA STONE | ||||||||||||||
| FORMER VP MARKETING (THRU 11/22) | $191,473 | $0 | $45,407 | $0 | $111,091 | $0 | $6,494 | $0 | $12,002 | $0 | $366,467 | $0 | $0 | $0 |
| OWEN KEMP | ||||||||||||||
| SALES SENIOR MANAGER | $85,736 | $0 | $161,357 | $0 | $148 | $0 | $26,481 | $0 | $12,277 | $0 | $285,999 | $0 | $0 | $0 |
| MIRANDA BENDER | ||||||||||||||
| SENIOR DIRECTOR, IT & DATA ANALYTICS | $165,032 | $0 | $40,000 | $0 | $1,172 | $0 | $21,665 | $0 | $11,900 | $0 | $239,769 | $0 | $0 | $0 |
| JILLIAN MOORE | ||||||||||||||
| SR. ACCOUNT MANAGER, DATA PRODUCTS | $82,434 | $0 | $115,329 | $0 | $127 | $0 | $20,717 | $0 | $11,932 | $0 | $230,539 | $0 | $0 | $0 |
| BRETT MCCALLON | ||||||||||||||
| DIRECTOR FINANCE | $167,971 | $0 | $30,000 | $0 | $1,180 | $0 | $17,391 | $0 | $12,456 | $0 | $228,998 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST-CLASS TRAVEL WILL BE EXCLUDED AS TAXABLE TO THE EXECUTIVES FOR FLIGHTS OVER TWO HOURS IN DURATION. THE PURPOSE FOR ALLOWING THIS BENEFIT ON LONGER DURATION FLIGHTS IS TO ENSURE OPTIMAL CONDITIONS FOR BEING PRODUCTIVE AND COMPLETING MGMA BUSINESS. THE FOLLOWING INDIVIDUALS WERE PROVIDED WITH THE FIRST CLASS TRAVEL BENEFIT: 1) AKASH MADIAH 2) ANDERS GILBERG 3) ANDY SWANSON 4) HALEE FISCHER-WRIGHT 5) RON HOLDER 6) TODD PRESCOTT 7) TRACY WATROUS 8) VICTORIA STONE |
| PART I, LINE 4A | NAME: VICTORIA STONE, DESCRIPTION: SEVERANCE, CURRENT YEAR AMOUNT: $88,259, VACATION PAYOUT, CURRENT YEAR AMOUNT: $21,404. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE FOLLOWING: CHAIR OF THE BOARD, VICE CHAIR OF THE BOARD, IMMEDIATE PAST CHAIR OF THE BOARD, THE FINANCE AND AUDIT CHAIR AND THE FINANCE AND AUDIT VICE CHAIR. THE EXECUTIVE COMMITTEE SHALL REVIEW AND TAKE ACTION ON ITEMS THAT, IN THE DISCRETION OF THE CHAIR OF THE BOARD, MUST BE ACTED UPON PRIOR TO A FULL MEETING OF THE BOARD, IN SITUATIONS WHERE A MEETING WITH THE FULL BOARD IS NOT PRACTICABLE. ACTIONS OF THE EXECUTIVE COMMITTEE, OTHER THAN THOSE RELATING TO THE SALARY AND PERFORMANCE EVALUATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SHALL BE POSTED ELECTRONICALLY AS SOON AS PRACTICABLE FOR REVIEW BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CATEGORIES OF MEMBERS ARE: INDIVIDUAL, STUDENT, FACULTY, HONORARY, DISTINGUISHED, AND LIFE. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL DUES-PAYING AND DISTINGUISHED MEMBERS HAVE THE PRIVILEGE OF VOTING ON SPECIFIED ASSOCIATION MATTERS, NAMELY THE ELECTION OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL DUES-PAYING AND DISTINGUISHED MEMBERS HAVE THE PRIVILEGE OF VOTING ON SPECIFIED ASSOCIATION MATTERS, NAMELY THE ELECTION OF DIRECTORS. THEY ALSO HAVE THE PRIVILEGE OF VOTING ON ALL ASSOCIATION MATTERS REQUIRING MEMBERSHIP APPROVAL UNDER THE COLORADO REVISED NONPROFIT CORPORATION ACT, THE ARTICLES OF INCORPORATION, OR THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE DIRECTOR OF ACCOUNTING AND THE CFO WILL BE THE FIRST TO REVIEW THE FORM 990 UPON COMPLETION. THE CFO WILL THEN PRESENT THE FORM 990 TO THE FINANCE/AUDIT COMMITTEE FOR A COMPLETE DETAIL REVIEW AND THEIR APPROVAL. ONCE THE FINANCE/AUDIT COMMITTEE HAS APPROVED, THE BOARD MEMBERS WILL RECEIVE A COPY OF THE FORM 990 AND THE CHAIR WILL PRESENT THE FORM 990 FOR APPROVAL BY THE FULL BOARD PRIOR TO THE FORM 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MGMA-ACMPE'S OFFICERS, BOARD OF DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING ON AN ANNUAL BASIS ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. IF ANY CONFLICTS EXIST, THE BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON ANY MATTERS PERTAINING TO THE CONFLICT. THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY INQUIRING AT EACH BOARD MEETING WHETHER THERE HAVE BEEN ANY CHANGES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST SINCE THE BOARD MEMBERS SIGNED THE ANNUAL AFFIRMATION. ALL PROCEDURES RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. MGMA-ACMPE'S FISCAL POLICY, SECTION 2.01(A) OUTLINES THE CONFLICT OF INTEREST POLICY AND PROCEDURE. |
| FORM 990, PART VI, SECTION B, LINE 15 | MGMA USES A COMPENSATION CONSULTANT, GALLAGHER BENEFIT SERVICES, INC, TO PROVIDE AN ANALYSIS OF TOTAL COMPENSATION FOR ITS CEO. MGMA HAS A FORMAL STATEMENT OF EXECUTIVE COMPENSATION PHILOSOPHY THAT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD ON JUNE 23, 2016. THE ANALYSIS INCORPORATED ALL ASPECTS OF COMPENSATION, INCLUDING SALARY, INCENTIVES, BENEFITS, SEVERANCE, AND PERQUISITES. THIS REPORT WAS ISSUED IN JUNE, 2022. IT WAS DETERMINED THAT SHE WOULD BE AWARDED A MARKET INCREASE. THE ANALYSIS WAS REVIEWED BY THE CHAIR AND VICE CHAIR OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE BOARD APPROVED AND COMMUNICATED THE APPROVAL TO THE CEO AND TO THE VICE PRESIDENT OF HUMAN RESOURCES. FOR THE REMAINING OFFICERS OF THE ASSOCIATION, COMPENSATION IS REVIEWED ON AN ANNUAL OR BIANNUAL BASIS. THE LAST STUDY WAS COMPLETED IN SPRING 2021. THE STUDY IS COMPLETED BY A COMPENSATION CONSULTANT, GALLAGHER BENEFIT SERVICES, INC TO PROVIDE AN ANALYSIS OF TOTAL COMPENSATION FOR ITS CEO AND OTHER OFFICERS. THIS INFORMATION IS REVIEWED WITH THE CEO. THE INFORMATION IS VALIDATED AGAINST CURRENT MARKET COMPETITIVENESS AGAINST THE EXISTING COMPENSATION FOR EACH EXECUTIVE. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | MGMA-ACMPE POSTS ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS, IRS FORM 990, AND GOVERNING DOCUMENTS ON ITS WEBSITE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON DEFERRED TAX ASSET 4,281. |
| FORM 990, PART XII LINE 2C: | THE PROCESS FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MGMA CENTER FOR RESEARCH INC | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 840647139 | RESEARCH | CO | 501(C)(3) | LINE 12A, I | MGMA-ACMPE | Yes (1) |
| MGMA REALTY CORP | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 841119908 | REAL ESTATE | CO | 501(C)(2) | N/A | MGMA-ACMPE | Yes (1) |
| ACMPE SCHOLARSHIP FUND INC | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 201366779 | SCHOLARSHIP PROGRAM | CO | 501(C)(3) | LINE 12A, I | MGMA-ACMPE | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841546758 | EIN |
| Primary Activities | BUSINESS VENTURES | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA-ACMPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $25,119 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MGMA CENTER FOR RESEARCH INC | ||
| E | $1,157,258 | INTERCOMPANY PAYABLE |
| MGMA CENTER FOR RESEARCH INC | ||
| D | $1,188,804 | INTERCOMPANY RECEIVABLES |
| MGMA REALTY CORP | ||
| K | $714,036 | ACTUAL EXPENSE |
| MGMA REALTY CORP | ||
| O | $230,190 | ACTUAL EXPENSE |
| MGMA REALTY CORP | ||
| D | $1,187,271 | INTERCOMPANY RECEIVABLE |
| ACMPE SCHOLARSHIP FUND INC | ||
| D | $227,629 | INTERCOMPANY RECEIVABLE |