AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC (EIN 54-1032555)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-08-15
- IRS object ID
- 202342279349301329
- 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 | 2023-08-15T08:45:54-05:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541032555 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR PHYSICIAN | BusinessNameLine1Txt |
| Business Name Line2 | LEADERSHIP INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8132872000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95603 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE MARTIN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8132872000 | PhoneNum |
| Signature | 2023-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | MARTIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2023-08-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | PETER ANGOOD MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95603 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,970,310 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHYSICIANLEADERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO ENSURE PHYSICIANS CONTINUALLY GROW AS INDIVIDUALS AND BECOME SUCCESSFUL HEALTHCARE LEADERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $21,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,506,892 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,827,318 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,009,443 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$33,640 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,266 | CYInvestmentIncomeAmt |
| PY Other Revenue | $254,199 | PYOtherRevenueAmt |
| CY Other Revenue | $165,792 | CYOtherRevenueAmt |
| PY Total Revenue | $8,554,769 | PYTotalRevenueAmt |
| CY Total Revenue | $8,191,501 | 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 | $3,616,192 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,889,331 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,941,089 | PYOtherExpensesAmt |
| CY Other Expenses | $5,031,655 | CYOtherExpensesAmt |
| PY Total Expenses | $7,557,281 | PYTotalExpensesAmt |
| CY Total Expenses | $8,920,986 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $997,488 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$729,485 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,075,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,857,225 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $6,371,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,876,468 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$296,643 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,019,243 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO HELP ENSURE THAT PHYSICIANS CONTINUALLY GROW AS INDIVIDUALS AND BECOME SUCCESSFUL HEALTHCARE LEADERS, THE ASSOCIATION DEVELOPS AND PROVIDES THE NECESSARY LEADERSHIP PROGRAMS, PRODUCTS AND SERVICES TO IMPROVE HEALTHCARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,778,640 | ExpenseAmt |
| Revenue | $6,319,337 | RevenueAmt |
| Desc | EDUCATION -EDUCATING PHYSICIANS IN LEADERSHIP SKILLS FOCUSING ON PATIENT CARE, FISCAL HEALTH, EMPLOYEE WELL-BEING AND COMMUNITY INVOLVEMENT; TRAINING PHYSICIANS TO BE HIGHLY CAPABLE MANAGERS AND EXCEPTIONAL PHYSICIANS. EDUCATION PROGRAMS ARE DELIVERED IN A VARIETY OF METHODS: LIVE-IN PERSON, LIVE-ONLINE, PRERECORDED ONLINE AND ONLINE BLENDED (LIVE-ONLINE WITH PRE-RECORDED ONLINE COMPONENTS). EDUCATION PROGRAMS ARE GENERALLY CATEGORIZED AS CONFERENCES (FORMERLY KNOWN AS INSTITUTES), CPE CAPSTONES, DISTANCE EDUCATION (ONLINE SELF-STUDY AND ONLINE FACILITATED COURSES) AND ORGANIZATIONAL PROGRAMS. CONFERENCES AND CPE CAPSTONE EVENTS ARE OFFERED LIVE-IN PERSON AND VIRTUALLY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,072,795 | ExpenseAmt |
| Revenue | $336,872 | RevenueAmt |
| Desc | PUBLICATIONS AND INFORMATION SERVICES -PRINTING AND PRODUCTION OF TEXTBOOKS, PUBLICATIONS, AND NEWSLETTERS. PUBLICATIONS INCLUDE A BI-MONTHLY JOURNAL AND PUBLICATIONS FOR PURCHASE WHICH FOCUS ON MANAGERIAL AND LEADERSHIP TOPICS, ETHICS, AND MEDICAL RESOURCES.CAREER SERVICES ARE OFFERED TO PHYSICIANS PREPARING FOR, OR IN THE MIDST OF, A CAREER TRANSITION. THESE SERVICES ARE DELIVERED TO PHYSICIANS IN TWO FORMATS, 1) BUNDLED PACKAGES TO BE DELIVERED OVER THREE, SIX, OR 12 MONTHS AND 2) A-LA-CARTE SERVICES. THE ORGANIZATION OFFERS A COMPREHENSIVE LIBRARY OF INFORMATION RESOURCES IN THE FORM OF BOOKS, JOURNALS, NEWSLETTERS, ARTICLES AND PODCASTS. INFORMATION SERVICES REVENUE CONSISTS OF SALES OF INDIVIDUAL BOOKS AND SUBSCRIPTIONS TO JOURNALS AND NEWSLETTERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $480,895 | ExpenseAmt |
| Revenue | $1,265,528 | RevenueAmt |
| Desc | MEMBERSHIP -MAINTAINING MEMBER DIRECTORY AND RECRUITING; PROVIDING ONLINE COMMUNITIES WHERE MEMBERS EXCHANGE SOLUTIONS TO PROBLEMS AND DISCUSS NEW IDEAS. PROVIDING CAREER COUNSELING, ONLINE TOOL KITS, COMPENSATION SURVEYS & OTHER RESOURCES.MEMBER BENEFITS INCLUDE MULTIPLE DISTINCT PERFORMANCE OBLIGATIONS, INCLUDING A BI-MONTHLY PHYSICIAN LEADERSHIP JOURNAL SUBSCRIPTION, DISCOUNTED COSTS FOR EDUCATION PROGRAMS, PUBLICATIONS AND INFORMATION SERVICES AND GENERAL MEMBER SERVICES, SUCH AS EXTENDED PLATFORM ACCESS, DAILY DIGEST DIGITAL NEWSLETTER AND ACCESS TO THE INFORMATION RESOURCES LIBRARY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $66,313 | RevenueAmt |
| Desc | SPONSORSHIP OPPORTUNITIES ARE AVAILABLE FOR LIVE AND VIRTUAL CONFERENCES, CPE CAPSTONES AND PUBLICATIONS. THE ORGANIZATION ESTABLISHES WRITTEN CONTRACTUAL AGREEMENTS WITH VENDORS FOR SPECIFIC SPONSORSHIP SERVICES AT AN ESTABLISHED RATE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $66,313 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $6,332,330 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 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 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 144 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 33 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE MARTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132872000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| PETER ANGOOD MD | |||||||||
| PRESIDENT AND CEO | 40.00 | 5.00 | Yes (X) | Yes (X) | $486,330 | $0 | $10,297 | ||
| STEPHANIE DUGGAN | |||||||||
| CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE LEVY | |||||||||
| VICE CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE VANGARSSE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ASH GOKLI | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| COLLEEN INOUYE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL LACE | |||||||||
| DIRECTOR - (CCMM VICE CHAIR) | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| GREGG DAVIS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIMMY CHUNG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE JOSEPH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| J GREG JOLISSAINT | |||||||||
| DIRECTOR - (CCMM CHAIR) | 1.00 | 0.10 | Yes (X) | $0 | $0 | $0 | |||
| LINDA LAWRENCE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARK LESTER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CANADY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RANDALL BICKLE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SAJU JOY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA MALCOLM | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ZULMA BERRIOS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELLE MARTIN | |||||||||
| TREASURER/CHIEF FINANCIAL OFFICER | 40.00 | 5.00 | Yes (X) | $287,015 | $0 | $10,851 | |||
| G ANTHONY TALBOT | |||||||||
| SECRETARY/CHIEF OPERATIONS OFFICER | 40.00 | 5.00 | Yes (X) | $225,182 | $0 | $14,083 | |||
| BRIAN FENDING | |||||||||
| CHIEF INFORMATION OFFICER | 40.00 | 5.00 | Yes (X) | $210,018 | $0 | $17,419 | |||
| NANCY COLLINS | |||||||||
| SVP, CONTENT DEV & ACQUISITION | 40.00 | $153,933 | $0 | $11,755 | Yes (X) | ||||
| JOSEPH LIVIGNI | |||||||||
| SR. DIRECTOR, EDUCATION | 40.00 | $137,758 | $0 | $10,312 | Yes (X) | ||||
| JEAN MAS | |||||||||
| SR. SOFTWARE ENGINEER | 40.00 | $117,132 | $0 | $7,185 | Yes (X) | ||||
| JESSICA CHASE | |||||||||
| SR. DIRECTOR, PROGRAM DELIVERY | 40.00 | 5.00 | $125,837 | $0 | $10,362 | Yes (X) | |||
| SARAH CAMMER | |||||||||
| SR. DIRECTOR, HR & GOVERNANCE | 40.00 | $105,435 | $0 | $13,603 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,848,640 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $105,867 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | 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 |
|---|---|---|---|---|---|
| REFLECTIONS PSYCHOLOGICAL SERVICES | |||||
| 11236 CHIMAY COURT | FRANKFORT | IL | 60423 | CONTRACTED FACULTY SERVICES | $280,451 |
| ADP INC | |||||
| PO BOX 842875 | BOSTON | MA | 02284 | PAYROLL & BENEFITS SERVICES | $270,217 |
| EPIDEMIC LEADERSHIP | |||||
| 8100 MOLT ROAD | BILLINGS | MT | 59106 | CONTRACTED FACULTY SERVICES | $161,760 |
| KEVIN E O'CONNOR AND ASSOC LTD | |||||
| 3531 RFD OAK HILL LANE | LONG GROVE | IL | 60047 | CONTRACTED FACULTY SERVICES | $143,730 |
| MARKETING GENERAL INCORPORATED | |||||
| 625 N WASHINGTON STREET | ALEXANDRIA | VA | 22314 | MARKETING CONSULTING SERVICES | $136,194 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $5,000 | AllOtherContributionsAmt |
| Total Contributions | $5,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION PROGRAMS | 900099 | $6,319,337 | $6,319,337 | |
| MEMBERSHIP DUES | 900099 | $1,265,528 | $1,265,528 | |
| PUBLICATIONS/INFO SVCS | 900099 | $358,265 | $336,872 | $21,393 |
| SPONSORSHIP INCOME | 900099 | $66,313 | $66,313 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,009,443 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,907 | TotalRevenueColumnAmt |
| Exclusion | $3,907 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $203,649 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $45,654 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $157,995 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,995 | TotalRevenueColumnAmt |
| Exclusion | $157,995 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $740,514 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $733,155 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,359 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,359 | TotalRevenueColumnAmt |
| Exclusion | $7,359 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 403(B) FORFEITURES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,797 | TotalRevenueColumnAmt |
| Exclusion | $7,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,797 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,191,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,988,050 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $177,058 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,496,181 | TotalAmt |
| Program Services | $873,048 | ProgramServicesAmt |
| Management And General | $623,133 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,653,426 | TotalAmt |
| Program Services | $964,802 | ProgramServicesAmt |
| Management And General | $688,624 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,368 | TotalAmt |
| Program Services | $24,722 | ProgramServicesAmt |
| Management And General | $17,646 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,143 | TotalAmt |
| Program Services | $276,087 | ProgramServicesAmt |
| Management And General | $197,056 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,213 | TotalAmt |
| Program Services | $130,832 | ProgramServicesAmt |
| Management And General | $93,381 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,328 | TotalAmt |
| Management And General | $9,328 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,573 | TotalAmt |
| Management And General | $38,573 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,559 | TotalAmt |
| Management And General | $1,559 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $529,311 | TotalAmt |
| Program Services | $308,862 | ProgramServicesAmt |
| Management And General | $220,449 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,623 | TotalAmt |
| Program Services | $5,615 | ProgramServicesAmt |
| Management And General | $4,008 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $474,147 | TotalAmt |
| Program Services | $276,673 | ProgramServicesAmt |
| Management And General | $197,474 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,577 | TotalAmt |
| Program Services | $119,616 | ProgramServicesAmt |
| Management And General | $117,961 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,592 | TotalAmt |
| Program Services | $306,692 | ProgramServicesAmt |
| Management And General | $218,900 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,203 | TotalAmt |
| Program Services | $41,548 | ProgramServicesAmt |
| Management And General | $29,655 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EDUCATION PROGRAM | $1,511,292 | $1,511,292 | |
| INSTITUTE EXPENSES | $951,814 | $951,814 | |
| PUBLICATION EXPENSES | $357,315 | $357,315 | |
| BANK CHARGES | $178,287 | $104,034 | $74,253 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,034 | TotalAmt |
| Program Services | $79,378 | ProgramServicesAmt |
| Management And General | $56,656 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,920,986 | TotalAmt |
| Program Services | $6,332,330 | ProgramServicesAmt |
| Management And General | $2,588,656 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,609,081 | BOYAmt |
| EOY | $1,428,052 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,760,513 | BOYAmt |
| EOY | $1,274,957 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,625 | BOYAmt |
| EOY | $116,583 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,300 | BOYAmt |
| EOY | $15,176 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,764 | BOYAmt |
| EOY | $310,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $308,256 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,942 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313,712 | BOYAmt |
| EOY | $32,314 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $742,148 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $841,020 | BOYAmt |
| EOY | $937,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,015 | BOYAmt |
| EOY | $4,857,225 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $836,558 | BOYAmt |
| EOY | $921,682 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,940,388 | BOYAmt |
| EOY | $2,375,919 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,594,712 | BOYAmt |
| EOY | $2,578,867 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,371,658 | BOYAmt |
| EOY | $5,876,468 | 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 | -$296,643 | BOYAmt |
| EOY | -$1,019,243 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$296,643 | BOYAmt |
| EOY | -$1,019,243 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,075,015 | BOYAmt |
| EOY | $4,857,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$729,485 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,885 | 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) |
|---|---|---|
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,506,892 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,000 | CurrentTaxYearAmt |
| Total | $1,511,892 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,906,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,261,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,212,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,805,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,988,050 | CurrentTaxYearAmt |
| Total | $41,173,886 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,906,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,261,469 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,212,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,312,616 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,993,050 | CurrentTaxYearAmt |
| Total | $42,685,778 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $42,685,778 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,556 | CurrentTaxYearAmt |
| Total | $604,643 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,151 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,092 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,662 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $207,556 | CurrentTaxYearAmt |
| Total | $604,643 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $57,873 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,797 | CurrentTaxYearAmt |
| Total | $158,058 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,988,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,319,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,302,462 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,629,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,208,403 | CurrentTaxYearAmt |
| Total | $43,448,479 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98240 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98550 | PublicSupportPY509Pct |
| Investment Income CY | 0.01390 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01110 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | 403B FORFEITURES - 2020 AMOUNT: $ 57,873. 2021 AMOUNT: $ 92,388. 2022 AMOUNT: $ 7,797. | ExplanationTxt |
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 D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,314 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,780 | DepreciationAmt |
| Book Value | $1,534 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $223,942 | OtherCostOrOtherBasisAmt |
| Depreciation | $193,162 | DepreciationAmt |
| Book Value | $30,780 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,314 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SOFTWARE DEVELOPMENT COSTS | $907,217 |
| BOOK PUBLICATION COSTS | $28,473 |
| DEFERRED SUBLEASE BENEFIT | $2,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $937,951 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCENTIVE FROM LESSOR | $5,360 |
| DUE TO RELATED PARTY | $2,573,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,578,867 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS IMPLEMENTED THE ACCOUNTING GUIDANCE FOR UNCERTAINTY IN INCOME TAXES AND MANAGEMENT BELIEVES THAT THERE ARE NO UNCERTAIN TAX POSITIONS FOR WHICH EITHER RECOGNITION OR DISCLOSURE IS REQUIRED IN THE CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PETER ANGOOD MD | ||||||||||||||
| PRESIDENT AND CEO | $486,330 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $7,797 | $0 | $496,627 | $0 | $0 | $0 |
| MICHELLE MARTIN | ||||||||||||||
| TREASURER/CHIEF FINANCIAL OFFICER | $287,015 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $8,351 | $0 | $297,866 | $0 | $0 | $0 |
| G ANTHONY TALBOT | ||||||||||||||
| SECRETARY/CHIEF OPERATIONS OFFICER | $225,182 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $11,583 | $0 | $239,265 | $0 | $0 | $0 |
| BRIAN FENDING | ||||||||||||||
| CHIEF INFORMATION OFFICER | $210,018 | $0 | $0 | $0 | $0 | $0 | $2,500 | $0 | $14,919 | $0 | $227,437 | $0 | $0 | $0 |
| NANCY COLLINS | ||||||||||||||
| SVP, CONTENT DEV & ACQUISITION | $143,433 | $0 | $10,500 | $0 | $0 | $0 | $0 | $0 | $11,755 | $0 | $165,688 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | COMPOSITION OF THE EXECUTIVE COMMITTEE OF THE ASSOCIATION CONSISTS OF THE PRESIDENT/CEO, BOARD CHAIRPERSON AND THREE ADDITIONAL BOARD MEMBERS. A. ROLE. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE POWER OF THE BOARD BETWEEN THE MEETINGS OF THE BOARD. B. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE MUST BE RATIFIED BY THE FULL BOARD AT ITS NEXT MEETING. C. MEETINGS. THE EXECUTIVE COMMITTEE SHALL MEET AT THEIR DISCRETION BETWEEN MEETINGS OF THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION SHALL HAVE SIX (6) CLASSES OF MEMBERS AS DESCRIBED BELOW. A. PHYSICIAN MEMBERS: MEDICAL DOCTOR (MD) OR DOCTOR OF OSTEOPATHY (DO) WHO MEETS THE FOLLOWING CRITERIA: - HAS GRADUATED FROM A MEDICAL SCHOOL IN THE UNITED STATES OR CANADA, ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION (LCME), OR GRADUATED FROM AN OSTEOPATHIC COLLEGE OF MEDICINE ACCREDITED BY THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA), OR GRADUATED FROM A RECOGNIZED INTERNATIONAL EQUIVALENT SCHOOL. - HAS HELD A FULL UNRESTRICTED MEDICAL LICENSE THAT WAS NOT REVOKED. - IS ENGAGED IN LEADERSHIP OR ADMINISTRATIVE RESPONSIBILITIES IN A HEALTH CARE OR HEALTH CARE RELATED ORGANIZATION, SERVICE OR PROGRAM, OR IS INTERESTED IN PHYSICIAN LEADERSHIP OR MEDICAL MANAGEMENT. B. INTERNATIONAL MEMBERS: MDS OR DOS WORKING OUTSIDE THE UNITED STATES. C. PUBLIC SERVICE/MILITARY MEMBERS: MDS OR DOS WORKING IN THE PUBLIC HEALTHCARE SECTOR OR ACTIVE MILITARY. D. RISING LEADER MEMBERS: MDS OR DOS IN THEIR 1ST TO 5TH YEAR IN FULL-TIME PRACTICE AS AN ATTENDING PHYSICIAN. E. STUDENT, RESIDENT, FELLOW MEMBERS: STUDENTS ENROLLED IN MEDICAL SCHOOL, RESIDENT IN 1ST THROUGH 4TH YEAR OR FELLOWS IN 1ST THROUGH 3RD YEAR. F. PROFESSIONAL AFFILIATE MEMBERS: NON-MD OR DO CLINICIANS, SUCH AS PA, NP, AND RN, WITH AN INTEREST IN LEADERSHIP. THIS CLASS OF MEMBERSHIP IS OPEN TO CLINICAL HEALTHCARE PROFESSIONS AS DESIGNATED AND APPROVED BY THE ASSOCIATION BOARD. BENEFITS ARE THE SAME AS TRADITIONAL MEMBERS (INCLUDING DISCOUNTS ON COURSES), EXCEPT THAT THEY CAN NOT SERVE ON THE BOARD, BECOME AN OFFICER, OR BECOME A CPE. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS SHALL BE A CPE AND/OR FELLOWS OR DISTINGUISHED FELLOWS OF THE CORPORATION AND SHALL BE ELECTED BY THE MEMBERS OF THE CORPORATION UNDER PROCEDURES ESTABLISHED AND APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | A COMPLETE COPY OF THE ORGANIZATION'S FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | PRIOR TO BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST, A DIRECTOR OR COMMITTEE MEMBER HAVING A CONFLICT OF INTEREST AND WHO IS IN ATTENDANCE AT THE MEETING SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT STAFF OR OTHER VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A DIRECTOR OR COMMITTEE MEMBER WHO PLANS NOT TO ATTEND A MEETING AT WHICH HE OR SHE HAS REASON TO BELIEVE THAT THE BOARD OR COMMITTEE WILL ACT ON A MATTER IN WHICH THE PERSON HAS A CONFLICT OF INTEREST SHALL DISCLOSE TO THE CHAIR OF THE MEETING ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. THE CHAIR SHALL REPORT THE DISCLOSURE AT THE MEETING AND THE DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S OR COMMITTEE'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. A PERSON WHO HAS A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT WILL BE VOTED ON AT A MEETING SHALL NOT BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM FOR PURPOSES OF THE VOTE. THE PERSON HAVING A CONFLICT OF INTEREST MAY NOT VOTE ON THE CONTRACT OR TRANSACTION AND SHALL NOT BE PRESENT IN THE MEETING ROOM WHEN THE VOTE IS TAKEN, UNLESS THE VOTE IS BY SECRET BALLOT. SUCH PERSON'S INELIGIBILITY TO VOTE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. FOR PURPOSES OF THIS PARAGRAPH, A MEMBER OF THE BOARD OF DIRECTORS OF THE ASSOCIATION HAS A CONFLICT OF INTEREST WHEN HE OR SHE STANDS FOR ELECTION AS AN OFFICER OR FOR RE-ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. INTERESTED PERSONS WHO ARE NOT MEMBERS OF THE BOARD OF DIRECTORS OF THE ASSOCIATION, OR WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO A CONTRACT OR TRANSACTION THAT IS NOT THE SUBJECT OF BOARD OR COMMITTEE ACTION, SHALL DISCLOSE TO THEIR SUPERVISOR, OR THE CHIEF EXECUTIVE OFFICER, OR THE CHIEF EXECUTIVE OFFICER'S DESIGNEE, ANY CONFLICT OF INTEREST THAT SUCH INTERESTED PERSON HAS WITH RESPECT TO A CONTRACT OR TRANSACTION. SUCH DISCLOSURE SHALL BE MADE AS SOON AS THE CONFLICT OF INTEREST IS KNOWN TO THE INTERESTED PERSON. THE INTERESTED PERSON SHALL REFRAIN FROM ANY ACTION THAT MAY AFFECT THE ASSOCIATION'S PARTICIPATION IN SUCH CONTRACT OR TRANSACTION. IN THE EVENT IT IS NOT ENTIRELY CLEAR THAT A CONFLICT OF INTEREST EXISTS, THE INDIVIDUAL WITH THE POTENTIAL CONFLICT SHALL DISCLOSE THE CIRCUMSTANCES TO HIS OR HER SUPERVISOR OR THE CHIEF EXECUTIVE OFFICER, OR THE CHIEF EXECUTIVE OFFICER'S DESIGNEE, WHO SHALL DETERMINE WHETHER FULL BOARD DISCUSSION IS WARRANTED OR WHETHER THERE EXISTS A CONFLICT OF INTEREST THAT IS SUBJECT TO THIS POLICY. ANNUALLY EACH DIRECTOR, OFFICER, EMPLOYEE AND VOLUNTEER SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES IN WHICH S/HE IS INVOLVED THAT HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT OF INTEREST. SUCH RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES MIGHT INCLUDE SERVICE AS A DIRECTOR OF OR CONSULTANT TO ANOTHER NONPROFIT ORGANIZATION, OR OWNERSHIP OF A BUSINESS THAT MIGHT PROVIDE GOODS OR SERVICES TO THE ASSOCIATION. ANY SUCH INFORMATION REGARDING THE BUSINESS INTERESTS OF A DIRECTOR, OFFICER, EMPLOYEE OR VOLUNTEER, OR A FAMILY MEMBER THEREOF, SHALL BE TREATED AS CONFIDENTIAL AND SHALL GENERALLY BE MADE AVAILABLE ONLY TO THE PRESIDENT OF THE BOARD OF DIRECTORS, THE CHIEF EXECUTIVE OFFICER, AND ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST, EXCEPT TO THE EXTENT ADDITIONAL DISCLOSURE IS NECESSARY IN CONNECTION WITH THE IMPLEMENTATION OF THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE CHIEF EMPLOYED EXECUTIVE IS REVIEWED AND APPROVED BY THE ASSOCIATION'S BOARD OF DIRECTORS OR EXECUTIVE COMMITTEE, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. COMPENSATION IS REVIEWED AND APPROVED USING DATA NO GREATER THAN THREE YEARS OLD AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFYING COMMISSION IN MEDICAL MANAGEMENT INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 N ASHLEY DR SUITE 400 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311487805 | EIN |
| Primary Activities | IMPROVING THE HEALTH CARE DELIVERY SYSTEM | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION FOR PHYSICIAN LEADERSHIP INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | 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 | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERTIFYING COMMISSION IN MEDICAL MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | R | TransactionTypeTxt |
| Involved | $245,000 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |