2023-11-10T15:10:49-06:00 2022-12-31 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2022-01-01 363208430 American College of Healthcare Executives AMER 3124242800 300 S Riverside Plaza 1900 Chicago IL 60606 Deborah J Bowen President and CEO 3124242800 2023-11-08 1 Deborah Bowen XXX-XX-XXXX 0 Rebekuh Eley P01247672 3126343400 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ACHE Deborah J Bowen 300 S Riverside Plaza 1900 Chicago IL 60606 58104425 0 X www.ache.org X 1934 IL To advance members and healthcare leadership excellence. 15 15 106 642 956104 383688 0 0 10130916 10198542 9105236 1072698 2207983 789354 21444135 12060594 108896 59121 0 0 9106285 8324306 0 0 0 3012525 5194225 12227706 13577652 9216429 -1517058 48680391 42301289 20963881 23759718 27716510 18541571 To advance members and healthcare leadership excellence. 0 0 The Fellow of the American College of Healthcare Executives (FACHE) credential denotes board certification in healthcare management. Earning the distinction of board certification in healthcare management as a FACHE signifies industry expertise, experience, and commitment to continuing education and professional development. Having the FACHE credential indicates a level of achievement in the profession. Healthcare Executive is the premier healthcare management periodical in the industry, providing industry leaders with the most current trends that directly affect the daily challenges they face. The magazine focuses on critical industry topics, best practices and management advice, strategies, and real-world solutions for meeting evolving challenges. American College of Healthcare Executives provides the tools needed to manage the healthcare executive's career by offering workshops covering leadership, management skills and career planning. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 66 0 1 106 1 1 1 0 0 0 0 0 1 0 X 15 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 IL X Stasia Kocon 3124242800 300 S Riverside Plaza Suite 1900 Chicago IL 60606 Anthony A Armada FACHE Chairman/Chairman Elect 5.00 1.00 X X 649 0 0 Delvecchio S Finley FACHE Chairman Elect/Governor 5.00 1.00 X X 0 0 0 Carrie Owen Plietz FACHE Immediate Past Chairman/Chairman 5.00 1.00 X X 0 0 0 Noel J Cardenas FACHE Governor 5.00 1.00 X 0 0 0 Michael K Givens FACHE Governor 5.00 1.00 X 0 0 0 Michele R Martz FACHE Governor 5.00 1.00 X 0 0 0 Dodie McElmurray FACHE Governor 5.00 1.00 X 0 0 0 Kurt A Barwis FACHE Governor 5.00 1.00 X 0 0 0 Carolyn P Caldwell FACHE Governor 5.00 1.00 X 0 0 0 Joanne Carrocino FACHE Governor 5.00 1.00 X 0 0 0 Karen F Clements FACHE Governor 5.00 1.00 X 0 0 0 Brian C Doheny FACHE Governor 5.00 1.00 X 0 0 0 Michael J Fosina FACHE Governor/Immediate Past Chairman 5.00 1.00 X 0 0 0 Michael A Mayo FACHE Governor 5.00 1.00 X 0 0 0 William P Santulli FACHE Governor 5.00 1.00 X 774 0 0 Mary C Starmann-HarrisonFACHE Governor 5.00 1.00 X 0 0 0 Michele K Sutton FACHE Governor 5.00 1.00 X 0 0 0 Michael G Ugwueke FACHE Governor 5.00 1.00 X 0 0 0 COL Brett H Venable FACHE Governor 5.00 1.00 X 0 0 0 Nizar K Wehbi MD FACHE Governor 5.00 1.00 X 1348 0 0 Deborah J Bowen President and CEO 20.00 20.00 X 1174577 0 367883 Joseph W Cruitt Senior VP, Chief Admin/Fin Officer 20.00 20.00 X 420613 0 55618 David N Bartholomew Senior VP, Learning 0.10 40.00 X 338440 0 39421 Anita J Halvorsen Senior VP, Executive Engagement 40.00 0.00 X 329124 0 47356 Christopher E Maynard VP, IT and CIO 40.00 0.00 X 249385 0 45071 Michael E Cunnigham VP, Publications and Director, HAP 0.10 40.00 X 202172 0 38323 Timothy R Tlusty VP, Development 40.00 0.00 X 240213 0 47639 Mardel A Ahleong VP, Human Resources 40.00 0.00 X 231292 0 29172 Jennifer L Connelly VP, Volunteer Relations 40.00 0.00 X 216666 0 28590 Emma E O'Riley VP, Communications and Marketing 40.00 0.00 X 198511 0 18273 Linda C Tomczynski Chief of Staff 40.00 0.00 X 179043 0 18686 3782807 0 736032 31 0 1 0 PA Consulting Group Inc 143 South 6th Floor Boston MA 02111 Consulting 2027722 Abila 10800 Pecan Park Blvd Ste 400 Austin TX 78750 IT Support & Consulting 317589 Cimatri Holdco LLC 6221 S Clairborne Ave Ste 587 New Orleans LA 70125 Consulting, Project Management 289334 Human Rsrcs Resrch Org 66 Canal Center Plaza Ste 400 Alexandria VA 22314 Processing Services 238832 Royle Printing 745 S Bird St Sun Prairie WI 53590 Printing Services 205140 11 Membership Dues 541900 8281201 8281201 Publication Revenue 513190 964377 8273 956104 Registration Fees 561000 875440 875440 Member Review Fees 561000 77524 77524 10198542 657062 657062 43688 43688 46459467 45987873 55958 471594 -55958 415636 415636 Sponsorship Income 900099 476835 476835 Mailing List Rental Income 900099 183960 183960 Reimbursement from Chapters 900099 78871 78871 6000 6000 745666 12060594 9327309 956104 1777181 X 48000 11121 2618145 4070283 477511 710507 447860 54176 109903 128663 3804945 150971 894006 1315212 1189522 264931 656868 1161403 181155 UBIT Expense 158899 Dues & Fees 88463 Overhead Allocation -5061586 96694 13577652 543 426 2644863 850870 1565032 1334233 673745 812313 8646317 5202258 4378502 3444059 37404887 30706954 2012819 5152434 48680391 42301289 3817895 2445179 5875485 5291937 11270501 16022602 20963881 23759718 X 27716510 18541571 27716510 18541571 48680391 42301289 -1517058 -7657881 0 X 0 1 X 1 0 0 1 0 4258386 1806546 2451840 3091788 2521255 570533 1296143 874457 421686 3444059 Lease Assets 3505519 Investments Held for Deferred Compensation 1646915 5152434 Due to Foundation of the American College of Healthcare Executives 8511627 Lease Liability 5668620 Deferred Compensation 1842355 16022602 X Part X, Line 2: ACHE is a tax-exempt organizations under Internal Revenue Code Sections 501(c)(6). ACHE is subject to taxes on unrelated business income, which generally result from ACHE's advertising revenue. For the years ended December 31, 2022 and 2021, ACHE had $962,259 and $828,060, respectively, in gross advertising revenue, which is included in publications revenue, and incurred $129,348 and $82,839, respectively, in income tax expense, which is included in other expenses. The accounting standard on Accounting for Uncertainty in Income Taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the taxexempt status of the Organization and various positions related to the potential sources of unrelated business income tax (UBIT). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these consolidated financial statements. ACHE files Form 990 in the U.S. federal jurisdiction and the State of Illinois. 1 Europe (Including Iceland & Greenland) 0 0 Grantmaking 11121 0 0 0 0 0 0 11121 0 11121 Europe (Including Iceland & Greenland) Annual Sponsorship 11121 Wire Transfer 0 Book 1 0 0 0 0 0 0 0 Part I, Line 2: The CEO became president of the International Hospital Federation's Governing Council in November 2021, having previously served as president-designate. In these roles, the CEO receives regular reports on organizational activities. Part III Accounting Method: 1 Association of University Programs in Health Administration (AUPHA) 2000 14th Street N Ste 780 Arlington VA 22201 366110249 501(c)(3) 10000 0 General Support National Association of Health Services Executives 1050 Connecticut Ave NW 10th Fl Washington DC 20036 621312239 501(c)(3) 10000 0 General Support National Association of Latino Healthcare Executives 2800 S IH 35 Suite 155 Austin TX 78704 262033192 501(c)(6) 10000 0 General Support 2 1 Part I, Line 2: The National Association of Latino Healthcare Executives serves diverse communities across the U.S. Their mission and vision is similar to ACHE's. Senior ACHE managers collaborate with the organization on a continuous basis and thus monitor the use of ACHE's financial support. The National Association of Health Services Executives is an affinity group similar to ACHE in mission and vision. Senior ACHE managers interface with this organization on a continuous basis and thus monitor the use of ACHE's financial support. Health Administration Press (a division of ACHE's related Foundation) works with AUPHA throughout the year attending programs. AUPHA is also involved in Health Administration Press' royalty program. X 1 1 X X X X 0 1 0 Deborah J Bowen President and CEO 740548 0 287283 0 146746 0 351975 0 15908 0 1542460 0 0 0 Joseph W Cruitt Senior VP, Chief Admin/Fin Officer 323746 0 84342 0 12525 0 29750 0 25868 0 476231 0 0 0 David N Bartholomew Senior VP, Learning 277548 0 59350 0 1542 0 28568 0 10853 0 377861 0 0 0 Anita J Halvorsen Senior VP, Executive Engagement 265382 0 54877 0 8865 0 27594 0 19762 0 376480 0 0 0 Christopher E Maynard VP, IT and CIO 203594 0 43694 0 2097 0 22312 0 22759 0 294456 0 0 0 Timothy R Tlusty VP, Development 183893 0 53215 0 3105 0 22461 0 25178 0 287852 0 0 0 Mardel A Ahleong VP, Human Resources 176773 0 53103 0 1416 0 19795 0 9377 0 260464 0 0 0 Jennifer L Connelly VP, Volunteer Relations 165918 0 46985 0 3763 0 19201 0 9389 0 245256 0 0 0 Michael E Cunnigham VP, Publications and Director, HAP 158631 0 37974 0 5567 0 19172 0 19151 0 240495 0 0 0 Emma E O'Riley VP, Communications and Marketing 178572 0 18120 0 1819 0 17123 0 1150 0 216784 0 0 0 Linda C Tomczynski Chief of Staff 177349 0 1200 0 494 0 9075 0 9611 0 197729 0 0 0 Part I, Line 1a The CEO had a spousal travel benefit in 2022. All spousal travel over the $600 IRS threshold has been reported as taxable compensation. Part I, Line 4b Compensation for Deborah J. Bowen: Of the deferred compensation reported in Column (C) of Part II, $187,146 is attributable to an accrual from a Supplemental Executive Retirement Plan. Form 990, Part VI, Section A, line 6 ACHE has eight categories of membership: Members, Fellows, Honorary Fellows, Life Fellows, Faculty Associates, Student Associates, International Associates, and Retired Affiliates. Only Fellows, Life Fellows, and Members may vote. No other membership category has voting rights. Form 990, Part VI, Section A, line 7a Each Voting Member is entitled to one vote in the election of the member of the Council of Regents representing his or her voting jurisdiction. Only Fellows who reside in the voting jurisdiction to be represented and are employed in a healthcare management position shall be eligible to be candidates for or serve as members of the Council of Regents. Members of the Council of Regents may represent only the voting jurisdiction in which they are eligible to vote. Each Regent representing a voting jurisdiction shall have one vote on the Council of Regents. The Council of Regents has the power to elect the Chairman Officers of ACHE and to elect members of the Board of Governors. Form 990, Part VI, Section A, line 7b The Council of Regents shall serve as the primary advisory body to the Board of Governors representing the members and shall have the following powers: (a) to elect the Chairman Officers of ACHE, (b) to elect members of the Board of Governors, (c) to recommend to the Board of Governors, by majority vote at the annual meeting of the Council of Regents, the Nominating Committee (d) to recommend to the Board of Governors special committees or task forces for particular or special purposes, (e) to approve or to disapprove recommendations, reports, actions, or resolutions placed before the Council by the Officers and the Board of Governors. The Council may modify any such proposal, but, in so doing, the Council shall return it to the Board of Governors or Officers for reconsideration. A proposal so modified shall not be effective until resubmitted and approved by the Council; and (f) to make proposals and recommendations to the Board of Governors, which may be required to take action and report thereon at a subsequent meeting of the Council. Form 990, Part VI, Section B, line 11b Form 990 was sent to the Audit Committee which then met via conference call to discuss the key points of the return and allow for discussion. Any changes deemed necessary were made to the 990. Subsequent to the Audit Committee meeting the Board was sent a copy of the return and were provided time to review and comment before filing with the IRS. Form 990, Part VI, Section B, line 12c During each Board and Executive Committee meeting, those participating in the meeting are afforded the opportunity to declare any conflicts and recuse themselves from a decision if warranted. Each year the conflict of interest policy is re-executed and any new conflicts noted. Also, all staff are required to submit an annual statement regarding the conflict of interest policy and their compliance. The Human Resource department ensures that all forms are completed and returned. The VP, Human Resources reviews all statements and would investigate any potential conflict, taking action as necessary. Form 990, Part VI, Section B, line 15 The CEO's compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies, and approval by the Board Compensation Committee. All other officers and key employees have an annual comparability study done, and an independent review is done every three years. All discussions are contemporaneously documented. Form 990, Part VI, Section C, line 19 ACHE makes its bylaws, conflict of interest policy, and a summary of the consolidated audited financial report available to the public at www.ache.org. The full audited financial report is available upon request for the same period of disclosure as set forth in IRC section 6104(d). Form 990, Part IX, line 11g Consulting Fees 3,184,728. Processing Fees 179,624. Recruitment Fees 123,863. Publication Editing 103,572. Temporary Help 87,438. Purchased Services 62,472. Publication Fees 25,235. Gowning & Services 19,430. Records Management 12,276. Booth Exhibit Fees 6,307. Foundation of the ACHE 300 S Riverside Plaza Suite 1900 Chicago IL 60606 360724325 Education IL 501(c)(3) 10 American College of Healthcare Executives 1 Professional Society Services Inc & Subs 300 S Riverside Plaza Suite 1900 Chicago IL 60606 363313467 Management Services IL ACHE C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Foundation of the ACHE N 1862404 Cost Foundation of the ACHE O 2837494 Cost Foundation of the ACHE Q 361688 Cost