2023-11-10T07:24:19-06:00 2022-12-31 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-01-01 223020486 ACADEMY OF MANAGED CARE PHARMACY ACAD 7036842600 675 NORTH WASHINGTON STREET 220 ALEXANDRIA VA 22314 SUSAN CANTRELL CEO 7036842600 2023-11-01 1 SUSAN CANTRELL XXX-XX-XXXX 1 KRISTEN BARNETT P01234578 8133162300 2023-11-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMCP SUSAN CANTRELL 675 NORTH WASHINGTON STREET 220 ALEXANDRIA VA 22314 23728341 0 X HTTPS://WWW.AMCP.ORG X 1989 NJ TO IMPROVE PATIENT HEALTH BY ENSURING ACCESS TO HIGH-QUALITY, COST-EFFECTIVE MEDICATIONS AND OTHER THERAPIES. 9 9 77 496 2715240 575335 1435776 0 13353994 19303883 1581236 70088 4408068 161791 20779074 19535762 17260 19565 0 0 8069628 8674190 0 0 0 9339574 11842335 17426462 20536090 3352612 -1000328 27096439 25218513 6711050 8874978 20385389 16343535 X TO IMPROVE PATIENT HEALTH BY ENSURING ACCESS TO HIGH-QUALITY, COST-EFFECTIVE MEDICATIONS AND OTHER THERAPIES. AMCP IS THE PROFESSIONAL ASSOCIATION LEADING THE WAY TO HELP PATIENTS GET THE MEDICATIONS THEY NEED AT A COST THEY CAN AFFORD. 0 0 AMCP HOSTS TWO NATIONAL MEETINGS A YEAR; AMCP NEXUS AND THE AMCP MANAGED CARE & SPECIALTY PHARMACY ANNUAL MEETING. THESE PREMIER EVENTS ARE DEDICATED TO BRINGING THE MANY FACETS OF MANAGED CARE PHARMACY TOGETHER TO SHARE AND LEARN THE LATEST IN MANAGED CARE PHARMACY AND BE BETTER PREPARED TO MEET THE NEEDS AND SHAPE THE FUTURE. AMCP'S MEETINGS ALSO PROVIDE NUMEROUS OPPORTUNITIES FOR NETWORKING WITH COLLEAGUES AND VENDORS. AMCP ADVOCATES FOR BETTER PATIENT OUTCOMES AND THE ISSUES THAT ARE IMPORTANT TO MANAGED CARE PHARMACY AND OUR MEMBERS THROUGH LEGISLATIVE AND REGULATORY ADVOCACY. AMCP BRINGS TOGETHER DIVERSE STAKEHOLDERS THROUGH OUR PARTNERSHIP FORUMS ON KEY ISSUES TO FORMULATE STRATEGIES ON HOW TO ANSWER THE TOUGH QUESTIONS AND DEVELOP STRATEGIES TO MOVE FORWARD. AMCP ENSURES OUR MEMBERS HAVE THE SKILLS AND KNOWLEDGE THEY NEED THROUGHOUT THE YEAR. THE JOURNAL OF MANAGED CARE & SPECIALTY PHARMACY (JMCP), AMCP'S JOURNAL, PUBLISHES PEER-REVIEWED ORIGINAL RESEARCH MANUSCRIPTS, SUBJECT REVIEWS, AND OTHER CONTENT INTENDED TO ADVANCE THE USE OF THE SCIENTIFIC METHOD, INCLUDING THE INTERPRETATION OF RESEARCH FINDINGS IN MANAGED CARE PHARMACY. AMCP IS A RECOGNIZED LEADER IN MANAGED CARE CONTINUING PHARMACY EDUCATION. AMCP'S OFFERINGS INCLUDE CONTINUING PHARMACY EDUCATION LEARNING ACTIVITIES THAT PROVIDE MANAGED CARE PHARMACISTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO ACQUIRE, MAINTAIN, AND ENHANCE PROFESSIONAL COMPETENCE. AMCP LEARN, OUR ONLINE LEARNING CENTER, PROVIDES CONTENT ON A WIDE VARIETY OF ISSUES AND DISEASES DESIGNED SPECIFICALLY FOR MANAGED CARE PHARMACY PROFESSIONALS.INDIVIDUAL MEMBERSHIP SERVICES - MEMBERS BENEFIT FROM SERVICES PROVIDED BY THE ORGANIZATION, INCLUDING THE FOLLOWING: CONTINUING EDUCATION, NEWSLETTERS AND CAREER REFERRALS, PUBLICATIONS AND WEBINARS.CORPORATE MEMBERSHIP SERVICES - COMPLIMENTARY REGISTRATIONS TO AMCP MEETING, SPONSORSHIP OPPORTUNITIES, WEBINAR HOSTING, LIST RENTALS, DISCOUNTS ON EXHIBITOR FEES, LIMITED FREE AMCP MEMBERSHIPS (INCLUDES ALL INDIVIDUAL MEMBER BENEFITS). 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 100 0 1 77 1 1 1 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 VA X MARK J MILLIGAN CHIEF FINANCIAL OF 7036842600 675 NORTH WASHINGTON STREET 220 ALEXANDRIA VA 22314 DEB CURRY PRESIDENT 1.00 X X 0 0 0 JAMES R HOPSICKER PRESIDENT-ELECT 1.00 X X 0 0 0 PAUL JEFFREY PAST PRESIDENT 1.00 X X 0 0 0 CHRISTINA J BARRINGTON TREASURER 1.00 X X 0 0 0 MARIBETH M BETTARELLI DIRECTOR 1.00 X 0 0 0 JESSICA DAW DIRECTOR 1.00 X 0 0 0 PATRICK P GLEASON DIRECTOR 1.00 X 0 0 0 VINSON C LEE DIRECTOR 1.00 X 0 0 0 CARLY RODRIGUEZ DIRECTOR 1.00 X 0 0 0 SUSAN A CANTRELL CHIEF EXECUTIVE OFFICER 37.50 0.50 X 766001 0 79711 MARK MILLIGAN CHIEF FINANCIAL OFFICER 37.50 0.50 X 278092 0 28945 CYNTHIA REILLY CHIEF OPERATING OFFICER 37.50 X 354605 0 35773 MATTHEW LOWE CHIEF BUSINESS OFFICER 37.50 X 292245 0 53652 JENNIFER GRAFF SENIOR DIRECTOR, PROFESSIONAL AFFAIRS 37.50 X 230722 0 29568 CATE LOCKHART EXECUTIVE DIRECTOR 37.50 X 227707 0 36292 JENNIFER MATHIEU SVP, PROFESSIONAL AND GOV'T AFFAIRS 37.50 X 217009 0 34124 2366381 0 298065 26 0 1 0 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 753734596 CONSULTING 871574 MARRIOTT INTERNATIONAL PO BOX 402642 ATLANTA GA 303842642 CONSULTING 639083 JAYNE SOMES-SCHLOESSER 1132 GREENWAY ROAD ALEXANDRIA VA 22308 CONSULTING 321012 HARVARD PILGRIM HEALTH CARE INC PO BOX 3672 C/O NICK MULHERIN BOSTON MA 02481 CONSULTING 284381 DARTMOUTH PRINTING COMPANY 69 LYME ROAD HANOVER NH 03755 CONSULTING 260031 23 SPONSORSHIP 900099 6079495 6079495 CONFERENCE REG. 900099 6051414 5317164 734250 MEMBERSHIP DUES 900099 3378983 3378983 PUBLICATION 541800 3108691 393451 2715240 EDUCATION PROGRAMS 900099 685300 685300 19303883 489072 489072 13788 13788 3773595 4191530 1049 -417935 -1049 -418984 -418984 OTHER INCOME 900099 148003 148003 148003 19535762 9774898 2715240 7045624 X 19565 1211804 6003231 446760 550000 462395 79200 47500 210000 31474 4265877 67500 1600362 754446 399564 525903 2943155 630000 115800 LICENSES & FEES 158754 GRANTS & AWARDS 12800 20536090 5001016 5841583 962847 1666910 831526 823593 4116756 2451238 2044122 1665518 17596283 12665769 660645 2555140 27096439 25218513 2708875 2986050 2849810 3055957 1152365 2832971 6711050 8874978 X 20385389 16343535 20385389 16343535 27096439 25218513 -1000328 -3041526 0 X X 0 1 X 1 0 0 0 1 3378983 394959 -246978 147981 395341 -247360 1402837 737017 665820 2713919 1714221 999698 1665518 DEPOSIT 38962 DUE FROM AFFILIATES 552804 DEFERRED COMPENSATION ASSET 155406 RIGHT OF USE ASSETS 1807968 2555140 DEFERRED COMP LIABILITY 155406 LEASE LIABILITIES 2677565 2832971 X 17100371 -3041526 637609 -2403917 19504288 31474 31474 19535762 21487180 982564 982564 20504616 31474 31474 20536090 PART X, LINE 2: UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC), AMCP IS NOT SUBJECT TO INCOME TAX ON ITS EXEMPT ACTIVITIES. AMCP HAS CERTAIN UNRELATED BUSINESS ACTIVITIES THAT ARE SUBJECT TO FEDERAL AND VIRGINIA INCOME TAXES. NO PROVISION FOR INCOME TAXES WAS REQUIRED AT DECEMBER 31, 2022, AS THESE ACTIVITIES GENERATED AN INSIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 637,609. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 982,564. 1 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 223107061 501(C)(3) 19565 0 TO SHOW SUPPORT FOR AMCPF OPERATIONALLY 1 0 X X X X X 0 0 0 SUSAN A CANTRELL CHIEF EXECUTIVE OFFICER 598996 0 165025 0 1980 0 35750 0 43961 0 845712 0 0 0 CYNTHIA REILLY CHIEF OPERATING OFFICER 302034 0 51881 0 690 0 15250 0 20523 0 390378 0 0 0 MATTHEW LOWE CHIEF BUSINESS OFFICER 254820 0 37125 0 300 0 12722 0 40930 0 345897 0 0 0 MARK MILLIGAN CHIEF FINANCIAL OFFICER 241257 0 36145 0 690 0 11096 0 17849 0 307037 0 0 0 CATE LOCKHART EXECUTIVE DIRECTOR 207187 0 20051 0 469 0 9975 0 26317 0 263999 0 0 0 JENNIFER GRAFF SENIOR DIRECTOR, PROFESSIONAL AFFAIR 220272 0 10000 0 450 0 11394 0 18174 0 260290 0 0 0 JENNIFER MATHIEU SVP, PROFESSIONAL AND GOV'T AFFAIRS 206051 0 10658 0 300 0 9985 0 24139 0 251133 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING MEMBERS: ACTIVE MEMBERS, ASSOCIATE MEMBERS, CORPORATE, HONORARY MEMBERS, STUDENT PHARMACIST MEMBERS, PHARMACY TECH AND RESIDENT/FELLOW/GRADUATE STUDENT MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A NOMINATION OF DIRECTORS AND OFFICERS: NOMINATIONS FOR DIRECTOR AND OFFICER POSITIONS SHALL BE MADE BY THE COMMITTEE ON NOMINATIONS. THE COMMITTEE ON NOMINATIONS SHALL CONSIST OF SIX (6) MEMBERS: FIVE (5) ACTIVE MEMBERS AND VOTING CORPORATE MEMBER REPRESENTATIVES, INCLUDING THE CHAIRPERSON, AND ONE (1) NON-VOTING STAFF MEMBER. A NON-VOTING ALTERNATE ACTIVE MEMBER OR VOTING CORPORATE MEMBER REPRESENTATIVE WILL ALSO BE SELECTED. ALL COMMITTEE MEMBERS ARE SELECTED BY THE CHAIRPERSON AND APPROVED BY THE PRESIDENT. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR THE FOLLOWING ELECTED POSITIONS, WHICH ARE OR WILL BE VACANT: PRESIDENT-ELECT, AND TREASURER. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR EACH POSITION OF DIRECTOR THAT WILL BECOME VACANT. CANDIDATES WILL BE CHOSEN FROM AMONG THE NOMINATIONS MADE OR RECEIVED AND APPROVED BY THE MAJORITY OF THE MEMBERS OF THE COMMITTEE ON NOMINATIONS, PROVIDED THAT PERSONS NOMINATED HAVE GIVEN THEIR CONSENT. THE SCHEDULE FOR THE NOMINATION AND ELECTION OF DIRECTORS AND OFFICERS SHALL BE APPROVED ANNUALLY BY THE CURRENT CORPORATION BOARD OF DIRECTORS SO THAT THE ELECTION IS CERTIFIED NOT LATER THAN THIRTY (30) DAYS PRIOR TO THE MEETING WHERE THE NEWLY ELECTED DIRECTORS AND OFFICERS WILL BE INSTALLED. THE CORPORATION BOARD OF DIRECTORS SHALL ESTABLISH A DATE BY WHICH ALL BALLOTS FOR THE ELECTION OF DIRECTORS AND OFFICERS MUST BE RETURNED AND SHALL BE CONSIDERED THE CLOSING DATE OF THE ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL REVIEW THE 990 FORM INTERNALLY, FIRST, BY CFO AND THE CEO. THE FORM WILL THEN BE SUBMITTED TO THE MEMBERS OF ITS GOVERNING BODY FOR REVIEW BEFORE SUBMITTAL OF THE 990 FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE START OF ALL BOARD OF DIRECTOR MEETINGS, THE ACADEMY'S ANTI TRUST/CONFLICT OF INTEREST POLICY IS REVIEWED; SHOULD CONVERSATION MOVE INTO AREAS OF POSSIBLE ANTI TRUST/CONFLICT OF INTEREST, THE GROUP IS REDIRECTED BY THE CHAIR OR LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE OF THE ACADEMY IS RESPONSIBLE TO EVALUATE THE PERFORMANCE OF THE CEO AND REVIEW PROCESS TO DETERMINE THE MERIT FOR SETTING OR INCREASING THE COMPENSATION FOR THE ACADEMY'S CEO. THE CEO SETS THE COMPENSATION OF THE TOP MANAGEMENT AND KEY EMPLOYEES OF THE ORGANIZATION, AND DECISIONS ARE DOCUMENTED AS WELL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, 990 INFORMATION RETURN, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 4,265,877. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. FORM 990, PART VI, LINE 7B: RIGHTS OF MEMBERS INCLUDE: ACTIVE MEMBERS (AS DEFINED IN SECTION 3.3(A)), RESIDENT/FELLOW/GRADUATE STUDENT MEMBERS (AS DEFINED IN SECTION 3.3(F) AND VOTING CORPORATE MEMBER REPRESENTATIVES (AS DEFINED IN SECTION 3.3(C)) AND HONORARY MEMBERS (AS DEFINED IN SECTION 3.3(D) AND SECTION 3.4(D)) THAT ARE OTHERWISE ELIGIBLE FOR THE ACTIVE MEMBER CATEGORY OF MEMBERSHIP AS DEFINED IN SECTION 3.2 SHALL BE ELIGIBLE TO VOTE IN THE CORPORATION. THE ACTIVE MEMBERS, VOTING CORPORATE MEMBER REPRESENTATIVES AND HONORARY MEMBERS SHALL BE REFERRED TO COLLECTIVELY AS THE "VOTING MEMBERS". ACTIVE MEMBERS AND VOTING CORPORATE MEMBER REPRESENTATIVES IN GOOD STANDING SHALL BE ELIGIBLE TO HOLD THE OFFICES OF TREASURER AND DIRECTOR IN THE CORPORATION. ONLY PHARMACISTS (AS DEFINED IN SECTION 3.2(A)) THAT EITHER (I) HOLD MEMBERSHIP IN THE ACTIVE MEMBER CATEGORY OR (II) SERVE AS THE VOTING CORPORATE MEMBER REPRESENTATIVE IN GOOD STANDING SHALL BE ELIGIBLE FOR THE PRESIDENCY OF THE CORPORATION. ASSOCIATE MEMBERS DESIGNATED NON-VOTING CORPORATE MEMBERS, AND STUDENT PHARMACIST MEMBERS SHALL BE NONVOTING MEMBERS OF THE CORPORATION. HONORARY MEMBERS MAY VOTE AND HOLD OFFICE IN ACCORDANCE WITH SECTION 3.4(A) AND SECTION 3.4(B) IF OTHERWISE ELIGIBLE FOR THE ACTIVE MEMBER CATEGORY OF MEMBERSHIP. NO DUES SHALL BE REQUIRED OF HONORARY MEMBERS. AMCP BIOLOGICS AND BIOSIMILARS COLLECTIVE INTELLIGENCE CONSORTIUM LLC 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 ESTABLISH RESEARCH NETWORK NJ 1127527 0 AMCP ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 223107061 TO FOSTER RESEARCH & EDUCATION AND ADVANCE THE KNOWLEDGE OF PHARMACY. NJ 501(C)(3) LINE 12A, I ACADEMY OF MANAGED CARE PHARMACY 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION B 19565 CASH ACADEMY OF MANAGED CARE PHARMACY FOUNDATION Q 480980 FMV