STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALLIANCE FOR CONTINUING MEDICAL EDUCATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR CONTINUING MEDICAL EDUCATION INC (EIN 06-0999696)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349302398
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-11-13T09:05:15-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521853933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JM&MBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110500 LITTLE PATUXENT PARKWAY SUITEAddressLine1Txt
Address Line2770AddressLine2Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060999696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR CONTINUING EDUCATION IN THEBusinessNameLine1Txt
Business Name Line2HEALTH PROFESSIONS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone2023671151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN WEISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2023671151PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSEAN MCELWANEYPreparerPersonNm
PTINP01608821PTIN
Phone4108840220PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN WEISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,118,831GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACEHP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionA COMMUNITY DEDICATED TO ACCELERATING EXCELLENCE IN HEALTHCARE PERFORMANCE THROUGH EDUCATION, ADVOCACY AND COLLABORATION.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers146TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$553,952PYContributionsGrantsAmt
CY Contributions Grants$532,719CYContributionsGrantsAmt
PY Program Service Revenue$1,077,271PYProgramServiceRevenueAmt
CY Program Service Revenue$1,559,797CYProgramServiceRevenueAmt
PY Investment Income$11,644PYInvestmentIncomeAmt
CY Investment Income$26,252CYInvestmentIncomeAmt
PY Other Revenue$190PYOtherRevenueAmt
CY Other Revenue$63CYOtherRevenueAmt
PY Total Revenue$1,643,057PYTotalRevenueAmt
CY Total Revenue$2,118,831CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,988,612PYOtherExpensesAmt
CY Other Expenses$2,112,669CYOtherExpensesAmt
PY Total Expenses$1,988,612PYTotalExpensesAmt
CY Total Expenses$2,112,669CYTotalExpensesAmt
PY Revenues Less Expenses-$345,555PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,162CYRevenuesLessExpensesAmt
Total Assets BOY$1,551,003TotalAssetsBOYAmt
Total Assets EOY$1,606,109TotalAssetsEOYAmt
Total Liabilities BOY$1,204,361TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,220,321TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$346,642NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$385,788NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE BEST PRACTICES IN CONTINUING PROFESSIONAL DEVELOPMENT BY EMPOWERING THE COMMUNITY OF HEALTH EDUCATION PROFESSIONALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,267,665ExpenseAmt
Revenue$1,559,797RevenueAmt
DescTHE ALLIANCE IMPLEMENTS A RATIONAL AND COORDINATED SYSTEM OF CONTINUING PROFESSIONAL DEVELOPMENT PROGRAMS FOR MEDICAL EDUCATION PROFESSIONALS THAT ENABLES THEM TO DESIGN AND DELIVER A HIGH LEVEL OF CONTINUING EDUCATION TO HEALTHCARE PROVIDERS THAT RESULTS IN IMPROVED PATIENT CARE.Desc
Total Program Service Expenses$1,267,665TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023671151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAN SCHULTZ MSN RN FACEHP CHCP
PRESIDENT6.00Yes (X)Yes (X)$0$0$0
PAM MCFADDEN FACEHP
VICE PRESIDENT4.00Yes (X)Yes (X)$0$0$0
JOSEPH KIM MD MPH MBA
SECRETARY3.00Yes (X)Yes (X)$0$0$0
JACOB S COVERSTONE FACEHP
TREASURER4.00Yes (X)Yes (X)$0$0$0
REBECCA DEVIVO MPH MSW CHCP
PAST PRESIDENT3.00Yes (X)Yes (X)$0$0$0
PAM BEATON CHCP FACEHP
DIRECTOR1.00Yes (X)$0$0$0
RONALD CODARIO MD MBA RPVI CHCP
DIRECTOR1.00Yes (X)$0$0$0
MINDI DAIGA MBA CHCP
DIRECTOR1.00Yes (X)$0$0$0
ALLISON GARDNER PHD CHCP
DIRECTOR1.00Yes (X)$0$0$0
VINCE LOFFREDO EDD
DIRECTOR1.00Yes (X)$0$0$0
AUDRIE TORNOW CHCP FACEHP
DIRECTOR1.00Yes (X)$0$0$0
ALANA BRODY
DIRECTOR AS OF FEB. 20231.00Yes (X)$0$0$0
ANDREW CRIM MED CHCP FACEHP
DIRECTOR AS OF FEB. 20231.00Yes (X)$0$0$0
R MICHELLE TYNER SKIDMORE MS FACEH
DIRECTOR AS OF FEB. 20231.00Yes (X)$0$0$0
DAVID MULLINS CHCP
DIRECTOR AS OF MAR. 20231.00Yes (X)$0$0$0
CHANISE REESE-QUEEN EDD MSA
DIRECTOR AS OF MAR. 20231.00Yes (X)$0$0$0
TINA B STACY PHARMD FACEHP BCOP
DIRECTOR AS OF MAR. 20231.00Yes (X)$0$0$0
ANN C LICHTI CHCP FACEHP
DIRECTOR UNTIL FEB. 20231.00Yes (X)$0$0$0
CHARLES WILLIS MBA
DIRECTOR UNTIL FEB. 20231.00Yes (X)$0$0$0
BETH WILSON CHCP
DIRECTOR UNTIL FEB. 20231.00Yes (X)$0$0$0
KATHLEEN WEIS
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT INCL. EXE. DIR. SERVICESServicesDesc
Compensation$978,069CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$532,719MembershipDuesAmt
Total Contributions$532,719TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL CONFERENCE900099$1,215,574$1,215,574
SPRING CONFERENCE900099$271,477$271,477
EDUCATIONAL PRODUCTS900099$72,746$72,746
FieldValueIRS element (for citing)
Total Program Service Revenue$1,559,797TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$20,915TotalRevenueColumnAmt
Exclusion$20,915ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$5,337OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$5,337OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,337TotalRevenueColumnAmt
Exclusion$5,337ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISC. INCOMEDesc
Business900099BusinessCd
Total Revenue Column$63TotalRevenueColumnAmt
Exclusion$63ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$63OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,118,831TotalRevenueColumnAmt
Related Or Exempt Func Income$1,559,797RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$26,315ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,254,746TotalAmt
Program Services$593,240ProgramServicesAmt
Management And General$661,506ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$262TotalAmt
Management And General$262ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$18,885TotalAmt
Management And General$18,885ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,106TotalAmt
Management And General$4,106ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$23,927TotalAmt
Program Services$23,927ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$14,312TotalAmt
Program Services$14,312ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$72,976TotalAmt
Program Services$8,905ProgramServicesAmt
Management And General$64,071ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$140,295TotalAmt
Program Services$134,493ProgramServicesAmt
Management And General$5,802ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$341,509TotalAmt
Program Services$327,442ProgramServicesAmt
Management And General$14,067ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$181,904TotalAmt
Program Services$141,104ProgramServicesAmt
Management And General$40,800ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$215TotalAmt
Management And General$215ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$13,515TotalAmt
Program Services$8,000ProgramServicesAmt
Management And General$5,515ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES AND SUBSCRIPTIONS$28,267$28,267
MISC. EXPENSES$15,303$1,508$13,795
PLAQUES AND AWARDS$2,447$2,447

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,112,669TotalAmt
Program Services$1,267,665ProgramServicesAmt
Management And General$845,004ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$786,718BOYAmt
EOY$825,700EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$103EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,080BOYAmt
EOY$2,207EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$251,968BOYAmt
EOY$214,050EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,516LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,051LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$680BOYAmt
EOY$465EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$503,192BOYAmt
EOY$552,882EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,365BOYAmt
EOY$10,702EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,551,003BOYAmt
EOY$1,606,109EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,132BOYAmt
EOY$10,342EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,199,229BOYAmt
EOY$1,209,979EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,204,361BOYAmt
EOY$1,220,321EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$283,142BOYAmt
EOY$322,288EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,500BOYAmt
EOY$63,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$346,642BOYAmt
EOY$385,788EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,551,003BOYAmt
EOY$1,606,109EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,162ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$32,984NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$652,862CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$576,980CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$534,507CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$553,952CurrentTaxYearMinus1YearAmt
Current Tax Year$532,719CurrentTaxYearAmt
Total$2,851,020TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,689,105CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,387,061CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$745,136CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,077,271CurrentTaxYearMinus1YearAmt
Current Tax Year$1,559,797CurrentTaxYearAmt
Total$6,458,370TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,341,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,964,041CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,279,643CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,631,223CurrentTaxYearMinus1YearAmt
Current Tax Year$2,092,516CurrentTaxYearAmt
Total$9,309,390TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$9,309,390PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,377CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,571CurrentTaxYearMinus1YearAmt
Current Tax Year$20,915CurrentTaxYearAmt
Total$165,687TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$74,141CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,683CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,377CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$15,571CurrentTaxYearMinus1YearAmt
Current Tax Year$20,915CurrentTaxYearAmt
Total$165,687TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$970CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$290CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,641CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$190CurrentTaxYearMinus1YearAmt
Current Tax Year$63CurrentTaxYearAmt
Total$3,154TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,417,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,996,014CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,304,661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,646,984CurrentTaxYearMinus1YearAmt
Current Tax Year$2,113,494CurrentTaxYearAmt
Total$9,478,231TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98220PublicSupportCY509Pct
Public Support PY5090.97210PublicSupportPY509Pct
Investment Income CY0.01750InvestmentIncomeCYPct
Investment Income PY0.02740InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
Investment Earnings Or Losses$2,402InvestmentEarningsOrLossesAmt
Other Expenditures$2,402OtherExpendituresAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,516OtherCostOrOtherBasisAmt
Depreciation$5,051DepreciationAmt
Book Value$465BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$465TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,147,709TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$32,984NetUnrealizedGainsInvstAmt
Revenue Not Reported$32,984RevenueNotReportedAmt
Revenue Subtotal$2,114,725RevenueSubtotalAmt
Investment Expenses Not Incld$4,106InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,106RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,118,831TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,108,563TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,108,563ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,106InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,106ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,112,669TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ALLIANCE'S ENDOWMENT FUNDS CONSISTS OF THREE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW: THE BOARD OF TRUSTEES OF THE ALLIANCE HAS INTERPRETED THE CONNECTICUT PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ALLIANCE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ALLIANCE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. RETURN OBJECTIVES AND RISK PARAMETERS: THE ALLIANCE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS. THE ENDOWMENT FUNDS HAVE BEEN INVESTED IN BALANCED PORTFOLIO OF FIXED INCOME AND EQUITY MUTUAL FUNDS. INVESTMENT AND SPENDING POLICY: THE PRIMARY INVESTMENT OBJECTIVES OF THE ENDOWMENT FUNDS ARE TO PRODUCE A RATE OF TOTAL RETURN WHICH WILL PERMIT SUPPORT FOR ANNUAL AWARD, AND PRESENTATION OF HONORARIUM AND PLAQUE FOR A GUEST LECTURER AT THE ALLIANCE'S ANNUAL CONFERENCE TO THE EXTENT THAT IS CONSISTENT WITH THE FOLLOWING: PRUDENT MANAGEMENT OF INVESTMENTS, PRESERVATION OF PRINCIPAL, AND POTENTIAL FOR LONGTERM ASSET GROWTH. UNDER EXISTING MARKET CONDITIONS, THE ALLIANCE WILL SEEK INVESTMENT GRADES THAT ARE REASONABLE, BUT WITH THE OVERARCHING FACTOR THAT PRINCIPAL PRESENTATION IS A GREATER PRIORITY THAN TARGETED RETURNS. THE ALLIANCE WILL ADJUST ACCORDINGLY AS THE ECONOMY CHANGES. PERFORMANCE IS MONITORED ON A PERIODIC BASIS.
PART X, LINE 2:THE ALLIANCE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS AN AGREEMENT WITH SMITHBUCKLIN CORPORATION THAT PROVIDES MANAGEMENT, INCLUDING EXECUTIVE DIRECTOR COMPENSATION, ADMINISTRATION, AND CONFERENCE SERVICES. FOR THE YEAR ENDED DECEMBER 31, 2023, MANAGEMENT FEES TOTALED $1,254,746 FOR THE FOLLOWING SERVICES: EXECUTIVE MANAGEMENT SERVICES TOTALING $275,000; MEMBERSHIP AND OPERATIONS; EVENT SERVICES; SITE SELECTION AND CONTRACTING SERVICES; REGISTRATION SERVICES; FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES; SALES SERVICES; MARKETING SERVICES; INFORMATION TECHNOLOGY SERVICES; EDUCATION AND LEARNING SERVICES; CONTENT SERVICES; CREATIVE AND DESIGN SERVICES; AND VALUE-ADDED SERVICES.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR REVIEWS A COPY OF THE DRAFT FORM 990 PREPARED BY INDEPENDENT ACCOUNTANTS. ONCE ALL EDITS HAVE BEEN MADE, A DRAFT IS SENT TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED AND SIGNED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12CTHE ALLIANCE HAS A CONFLICT OF INTEREST POLICY THAT MUST BE SIGNED BY ALL BOARD MEMBERS AND OFFICERS AT THE BEGINNING OF EACH YEAR ATTESTING TO ANY CONFLICTS, POSSIBLE CONFLICTS OR THAT THEY HAVE NO CONFLICTS OF INTEREST. THE PROCEDURE FOR ANY CONFLICTS ARE OUTLINED IN THE CONFLICT OF INTEREST FORM THAT IS SIGNED. THE FORMS ARE MONITORED BY THE PRESIDENT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ALLIANCE HAS NOT CHANGED ITS PROCESS OF OVERSIGHT OF THE AUDIT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.