ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC (EIN 27-3063631)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-13
- IRS object ID
- 202203179349300310
- Schema version
- 2021v4.2
- 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 | 2022-11-13T08:11:07-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273063631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIANCE FOR ACADEMIC INTERNAL MEDICINE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 7033414540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 JOHN CARLYLE STREET 610 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BERGITTA E SMITH | PersonNm |
| Person Title | DEPUTY CHIEF EXECUTIVE OFFICER/EVP | PersonTitleTxt |
| Phone | 7033414540 | PhoneNum |
| Signature | 2022-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BERGITTA | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTIN A JACQUELIN CPA | PreparerPersonNm |
| PTIN | P01325865 | PTIN |
| Phone | 2023319880 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BERGITTA E SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 JOHN CARLYLE STREET 610 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,918,617 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THE ADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARE THE NEXTGENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERS THROUGHEDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $135,055 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $31,575 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $449,900 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,949,375 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,908,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,135,789 | PYInvestmentIncomeAmt |
| CY Investment Income | $286,981 | CYInvestmentIncomeAmt |
| PY Other Revenue | $524,997 | PYOtherRevenueAmt |
| CY Other Revenue | $721,834 | CYOtherRevenueAmt |
| PY Total Revenue | $7,060,061 | PYTotalRevenueAmt |
| CY Total Revenue | $6,917,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $90,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,454,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,642,293 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,702,918 | PYOtherExpensesAmt |
| CY Other Expenses | $3,383,179 | CYOtherExpensesAmt |
| PY Total Expenses | $5,247,047 | PYTotalExpensesAmt |
| CY Total Expenses | $7,125,472 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,813,014 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$208,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,184,827 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,744,999 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,328,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,535,559 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,856,202 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,209,440 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THEADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARETHE NEXT GENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERSTHROUGH EDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,039,625 | ExpenseAmt |
| Revenue | $2,661,268 | RevenueAmt |
| Desc | AAIM PROVIDES CONFERENCE AND MEETINGS WITH PROGRAMMATIC OFFERINGS AND TOOLS AIMED TO ENHANCE THE ABILITY OF INDIVIDUALS WHO TRAIN THE NEXT GENERATION OF PHYSICIANS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $993,070 | ExpenseAmt |
| Revenue | $744,929 | RevenueAmt |
| Desc | THE ALLIANCE DEVELOPS POSITION STATEMENTS, GUIDELINES, WHITE PAPERS,CURRICULAR RESOURCES, AND "BEST PRACTICE" RECOMMENDATIONS FOR FACULTYAND STAFF IN UNDERGRADUATE MEDICAL EDUCATION AND GRADUATE MEDICALEDUCATION. ALLIANCE MEMBER ORGANIZATIONS CONDUCT ANNUAL SURVEYS TOPROVIDE INSIGHT, RECOMMEND POLICY, AND SET BENCHMARKS FOR DEPARTMENTS OF INTERNAL MEDICINE IN INSTITUTIONS ACROSS THE COUNTRY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,987 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $4,997 | RevenueAmt |
| Desc | THE AAIM INNOVATION GRANTS PROGRAM, IN COLLABORATION WITH AMERICAN BOARD OF INTERNAL MEDICINE (ABIM), THE ABIM FOUNDATION, THE AMERICAN COLLEGE OF PHYSICIANS (ACP) AND THE JOSIAH MACY JR. FOUNDATION, JOINED TO FORM THE BUILDING TRUST THROUGH DIVERSITY, HEALTH CARE EQUITY, & INCLUSION IN INTERNAL MEDICINE GRANT PROGRAM. THIS PROGRAM SEEKS TO INCORPORATE DIVERSITY, HEALTH CARE EQUITY, AND INCLUSION IN INTERNAL MEDICINE TRAINING TO INCREASE INTERPROFESSIONAL EFFORTS AND BUILD A MORE TRUSTWORTHY HEALTH SYSTEM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | $2,380,837 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Revenue | $2,380,837 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,159,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 | 18 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERGITTA E SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7033414540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 JOHN CARLYLE ST STE 610 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MELVIN S BLANCHARD MD FACP | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHOBHINA G CHHEDA MD MPH | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE C CHRETIEN MD | ||||||||
| SECRETARY-TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| E DALE ABEL MD PHD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REENI A ABRAHAM MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALPESH N AMIN MD MBA MACP SFHM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY BECKER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL A COTTRELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA W FINN MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN LANE MD FACP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SOLOMON LIAO MD FAAHPM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VERA L LUTHER MD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN MEAD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTY MUNTZ MD FACP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAYA M RAJ MD FACP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY SHAHEEN MD MSC FACP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA VASSALLO MD FACC FASE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WININGER MD FACP | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| D CRAIG BRATER MD | ||||||||
| PRESIDENT AND CEO, EX OFFICIO | 16.00 | Yes (X) | $192,654 | $0 | $12,905 | |||
| BERGITTA E COTRONEO FACMPE | ||||||||
| DEPUTY CHIEF EXECUTIVE OFFICE AND EVP, EX OFFICIO | 44.00 | Yes (X) | $312,441 | $0 | $38,310 | |||
| KAREN M MAJCHER MBA | ||||||||
| SENIOR DIRECTOR OF BUSINESS OPERATIONS | 41.00 | $160,355 | $0 | $27,415 | Yes (X) | |||
| MARGARET A BREIDA MS | ||||||||
| SENIOR DIRECTOR, EDUCATION AND RESEARCH | 41.50 | $168,718 | $0 | $26,028 | Yes (X) | |||
| SHEILA T COSTA MA | ||||||||
| SENIOR DIRECTOR, SPECIAL PROJECTS | 44.00 | $160,586 | $0 | $20,775 | Yes (X) | |||
| TALIA D AUSTIN MSM | ||||||||
| SENIOR DIRECTOR, MEMBER ENGAGEMENT, DIVERSITY & IN | 41.00 | $154,478 | $0 | $19,890 | Yes (X) | |||
| STEVEN M HUMPHREY | ||||||||
| SENIOR DIRECTOR, CONFERENCES, MEETINGS, & TECHNOLO | 43.50 | $140,577 | $0 | $20,987 | Yes (X) | |||
| NANCY DERNELLE MA | ||||||||
| DIRECTOR, HUMAN RESOURCES | 40.50 | $138,108 | $0 | $10,872 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,427,917 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $177,182 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CMI COMMUNICATIONS | |||||
| 400 MILE CROSSING BLVD | ROCHESTER | NY | 14624 | MARKETING SERVICES | $207,326 |
| ACGI SOFTWARE | |||||
| 197 E UNIVERSITY DRIVE | AUBURN | AL | 36832 | SOFTWARE SUPPORT SERVICES | $152,091 |
| ORR GROUP | |||||
| 3000 K SREET NW | WASHINGTON | DC | 20007 | DEVELOPMENT ASSESSMENT SERVICES | $143,640 |
| CIMATRI HOLDCO LLC | |||||
| 6221 S CLAIBORNE AVE STE 587 | NEW ORLEANS | LA | 70125 | DATA GOVERNANCE CONSULTING | $100,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $3,149,492 | $3,149,492 | |
| MEETING INCOME | 611710 | $2,486,780 | $2,486,780 | |
| SPONSORSHIPS | 900099 | $119,850 | $106,250 | $13,600 |
| SALES | 900099 | $107,283 | $4,359 | $102,924 |
| EXHIBITS | 900099 | $45,150 | $45,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,908,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,228 | TotalRevenueColumnAmt |
| Exclusion | $288,228 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $615,146 | TotalRevenueColumnAmt |
| Exclusion | $615,146 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,247 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$1,247 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,247 | TotalRevenueColumnAmt |
| Exclusion | -$1,247 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $88,157 | $88,157 | |
| ADVERTISING | 900099 | $18,531 | $18,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,688 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,917,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,792,031 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $135,055 | UnrelatedBusinessRevenueAmt |
| Exclusion | $990,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750,523 | TotalAmt |
| Program Services | $520,920 | ProgramServicesAmt |
| Management And General | $229,603 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,131,185 | TotalAmt |
| Program Services | $310,323 | ProgramServicesAmt |
| Management And General | $1,820,862 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,645 | TotalAmt |
| Program Services | $101,547 | ProgramServicesAmt |
| Management And General | $43,098 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,148 | TotalAmt |
| Program Services | $106,443 | ProgramServicesAmt |
| Management And General | $289,705 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,792 | TotalAmt |
| Program Services | $66,739 | ProgramServicesAmt |
| Management And General | $153,053 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,169 | TotalAmt |
| Program Services | $3,420 | ProgramServicesAmt |
| Management And General | $39,749 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,942 | TotalAmt |
| Management And General | $61,942 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,123 | TotalAmt |
| Management And General | $39,123 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,204,924 | TotalAmt |
| Program Services | $530,362 | ProgramServicesAmt |
| Management And General | $674,562 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,388 | TotalAmt |
| Program Services | $105,917 | ProgramServicesAmt |
| Management And General | $49,471 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,560 | TotalAmt |
| Program Services | $17,544 | ProgramServicesAmt |
| Management And General | $48,016 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,364 | TotalAmt |
| Program Services | $59,139 | ProgramServicesAmt |
| Management And General | $162,225 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,764 | TotalAmt |
| Program Services | $123,467 | ProgramServicesAmt |
| Management And General | $16,297 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,037,940 | TotalAmt |
| Program Services | $1,018,822 | ProgramServicesAmt |
| Management And General | $19,118 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,250 | TotalAmt |
| Program Services | $9,149 | ProgramServicesAmt |
| Management And General | $25,101 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,116 | TotalAmt |
| Program Services | $30,825 | ProgramServicesAmt |
| Management And General | $50,291 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| RECRUITMENT | $157,982 | $157,982 | |
| FINANCIAL FEES | $92,512 | $52,852 | $39,660 |
| TAXES | $18,362 | $13,456 | $4,906 |
| DUES AND SUBSCRIPTIONS | $16,631 | $9,580 | $7,051 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,152 | TotalAmt |
| Program Services | $3,448 | ProgramServicesAmt |
| Management And General | $9,704 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,125,472 | TotalAmt |
| Program Services | $3,159,682 | ProgramServicesAmt |
| Management And General | $3,965,790 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,384,127 | BOYAmt |
| EOY | $2,481,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,681,607 | BOYAmt |
| EOY | $1,369,886 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,496 | BOYAmt |
| EOY | $637,709 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,753 | BOYAmt |
| EOY | $553,336 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $784,184 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $723,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,918 | BOYAmt |
| EOY | $60,383 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,928,926 | BOYAmt |
| EOY | $8,642,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,184,827 | BOYAmt |
| EOY | $13,744,999 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,011,545 | BOYAmt |
| EOY | $1,031,654 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,317,080 | BOYAmt |
| EOY | $1,503,905 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,328,625 | BOYAmt |
| EOY | $2,535,559 | 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 | $12,856,202 | BOYAmt |
| EOY | $11,209,440 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,856,202 | BOYAmt |
| EOY | $11,209,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,184,827 | BOYAmt |
| EOY | $13,744,999 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$208,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,438,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $449,900 | CurrentTaxYearMinus1YearAmt |
| Total | $449,900 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,969,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,378,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,730,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,949,375 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,792,031 | CurrentTaxYearAmt |
| Total | $26,820,181 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,969,469 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,378,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,730,877 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,399,275 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,792,031 | CurrentTaxYearAmt |
| Total | $27,270,081 | 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 | $27,270,081 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $700,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $704,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $899,726 | CurrentTaxYearAmt |
| Total | $3,477,875 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $561,043 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $700,234 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $704,872 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $612,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $899,726 | CurrentTaxYearAmt |
| Total | $3,477,875 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $13,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $66,103 | CurrentTaxYearAmt |
| Total | $79,813 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,695 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,713 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,504,715 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,045 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,157 | CurrentTaxYearAmt |
| Total | $1,655,325 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,540,207 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,117,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,954,174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,028,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,843,017 | CurrentTaxYearAmt |
| Total | $32,483,094 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.83950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.85240 | PublicSupportPY509Pct |
| Investment Income CY | 0.10710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09710 | 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 | INCOME FROM REBATES AND REIMBURSEMENTS INSURANCE PROCEEDS 2019 | ExplanationTxt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,780 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,780 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $752,404 | OtherCostOrOtherBasisAmt |
| Depreciation | $692,021 | DepreciationAmt |
| Book Value | $60,383 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,383 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $5,440,834 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,438,660 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,438,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,879,494 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $39,123 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$1,247 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $37,876 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,917,370 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,087,596 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,087,596 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $39,123 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | -$1,247 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $37,876 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,125,472 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ALLIANCE FOLLOWS THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH 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 ALLIANCE 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. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ALLIANCE'S TAX POSITIONS AND CONCLUDED THAT THE ALLIANCE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF FIXED ASSETS |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BOARD OF INTERNAL MEDICINE (ABIM) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 WALNUT STREET SUITE 1700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 390866228 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | DIVERISTY, HEALTH CARE EQUITY, AND INCLUSION | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AAIM INNOVATION GRANTS: FOR FY 2022, THE ALLIANCE PARTNERED WITH THE AMERICAN BOARD OF INTERNAL MEDICINE (ABIM), THE ABIM FOUNDATION, THE AMERICAN COLLEGE OF PHYSICIANS (ACP), AND THE JOSH MACY JR. FOUNDATION TO AWARD (WITHIN THE US) A TOTAL OF $400,000 (OF WHICH THE ALLIANCE CONTRIBUTED $100,000) SPLIT AMONG 24 AWARDS, TO MEDICAL SCHOOLS AND TRAINING PROGRAMS. THE AWARDS WERE FOCUSED ON SUPPORTING DIVERSITY, HEALTH CARE EQUITY, AND INCLUSION IN INTERNAL MEDICINE AND TRAINING. GRANTS WERE DISTRIBUTED AT THE $20,000 AND $10,000 LEVELS, DEPENDING ON THE SCOPE OF THE PROGRAM. GRANTS ARE USED FOR THE PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THE INTENDED USE, THE ALLIANCE: HAS CONTRACTED WITH THE ABIM FOUNDATION TO ADMINISTER THE DISBURSEMENT OF GRANT FUNDS TO AWARDEES. THIS WOULD ALSO INCLUDE REQUESTING FINANCIAL AND NARRATIVE REPORTS FROM THE GRANTEE EVERY SIX MONTHS TO SHOW ACTUAL EXPENDITURES REPORTED AS OF THE DATE OF THE REPORT AGAINST THE APPROVED LINE-ITEM BUDGET. NARRATIVE REPORTS INCLUDE A REPORT ON THE PROGRESS ON EACH MILESTONE/TASK DESCRIBED IN THE GRANTEE'S PROPOSAL AND OVERALL PROGRESS TOWARD ACHIEVING THE INTENDED OUTPUT OR RESULTS OF THE GRANT, AS WELL AS ANY PROBLEMS OR OBSTACLES ENCOUNTERED IN THE EFFORT TO ACHIEVE THE GRANT'S PURPOSE. DISBURSES THE LARGER (I.E., $20,000) GRANTS IN TWO $10,000 INCREMENTS; ONE AT THE INITITAL AWARD TIME, AND THE SECOND AFTER SUCCESSFUL PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BERGITTA E COTRONEO FACMPE | ||||||||||||||
| DEPUTY CHIEF EXECUTIVE OFFICE AND EV | $286,938 | $0 | $25,503 | $0 | $0 | $0 | $20,889 | $0 | $17,421 | $0 | $350,751 | $0 | $0 | $0 |
| D CRAIG BRATER MD | ||||||||||||||
| PRESIDENT AND CEO, EX OFFICIO | $168,737 | $0 | $23,917 | $0 | $0 | $0 | $12,329 | $0 | $576 | $0 | $205,559 | $0 | $0 | $0 |
| MARGARET A BREIDA MS | ||||||||||||||
| SENIOR DIRECTOR, EDUCATION AND RESEA | $157,832 | $0 | $10,886 | $0 | $0 | $0 | $11,464 | $0 | $14,564 | $0 | $194,746 | $0 | $0 | $0 |
| KAREN M MAJCHER MBA | ||||||||||||||
| SENIOR DIRECTOR OF BUSINESS OPERATIO | $150,040 | $0 | $10,315 | $0 | $0 | $0 | $10,836 | $0 | $16,579 | $0 | $187,770 | $0 | $0 | $0 |
| SHEILA T COSTA MA | ||||||||||||||
| SENIOR DIRECTOR, SPECIAL PROJECTS | $150,181 | $0 | $10,405 | $0 | $0 | $0 | $10,958 | $0 | $9,817 | $0 | $181,361 | $0 | $0 | $0 |
| TALIA D AUSTIN MSM | ||||||||||||||
| SENIOR DIRECTOR, MEMBER ENGAGEMENT, | $144,452 | $0 | $10,026 | $0 | $0 | $0 | $10,558 | $0 | $9,332 | $0 | $174,368 | $0 | $0 | $0 |
| STEVEN M HUMPHREY | ||||||||||||||
| SENIOR DIRECTOR, CONFERENCES, MEETIN | $130,551 | $0 | $10,026 | $0 | $0 | $0 | $10,558 | $0 | $10,429 | $0 | $161,564 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ALLIANCE'S COMPENSATION COMMITTEE RECEIVES MARKET DATA AND ANALYSIS PRIOR TO EACH BUDGET CYCLE. THE COMMITTTE RECOMMENDS A SALARY AND BENEFIT PACKAGE FOR SENIOR MANAGEMENT TO THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AAIM HAS 3 MEMBERSHIP CATEGORIES: FOUNDING MEMBERS, ASSOCIATE MEMBERS, AND REGULAR MEMBERS. THE FOUNDING MEMBERS OF THE ALLIANCE INCLUDE ASSOCIATION OF PROFESSORS OF MEDICINE (APM), ASSOCIATION OF PROGRAM DIRECTORS IN INTERNAL MEDICINE (APDIM), ASSOCIATION OF SUBSPECIALTY PROFESSORS D/B/A ASSOCIATION OF SPECIALTY PROFESSORS (ASP), CLERKSHIP DIRECTORS IN INTERNAL MEDICINE (CDIM), AND ADMINISTRATORS OF INTERNAL MEDICINE (AIM). ASSOCIATE MEMBERS ARE ANY ACADEMICALLY FOCUSED ORGANIZATIONS THAT ARE COMMITTED TO THE FUTURE OF ACADEMIC INTERNAL MEDICINE, RATHER THAN PARTICULAR SPECIALTIES WITHIN INTERNAL MEDICINE, WHICH HAVE BEEN APPROVED AS MEMBERS BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER HAS NO VOTING RIGHTS OF ANY KIND AND SHALL BE ELIGIBLE TO MERGE INTO THE ALLIANCE BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS AT WHICH TIME A COUNCIL WILL REPRESENT THE REGULAR MEMBERS OF THAT GROUP, AND THE PRESIDENT, PAST-PRESIDENT AND PRESIDENT-ELECT WILL BECOME MEMBERS OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER MAY ELECT TO REMAIN IN SUCH STATUS UNTIL TERMINATED. AN INDIVIDUAL OR A DEPARTMENT SHALL BE ELIGIBLE TO BECOME A REGULAR MEMBER TO THE EXTENT HIS OR HER WORK RESPONSIBILITIES OR ITS PROGRAMS FIT WITHIN THE SCOPE OF THE ACTIVITIES OF THE ALLIANCE, AS DETERMINED BY THE BOARD OF DIRECTORS IN ITS SOLE DISCRETION. ALL ELIGIBILITY CRITERIA, INCLUDING AS MAY BE MODIFIED FROM TIME TO TIME, ARE HEREBY INCORPORATED BY REFERENCE. SUCH INDIVIDUAL OR DEPARTMENT SHALL ONLY BECOME AND/OR REMAIN A MEMBER AFTER ALL DUES AS MAY BE REQUIRED TO BE PAID PURSUANT TO ARTICLE IV, SECTION 4, HAVE BEEN PAID. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT, PRESIDENT-ELECT, AND PAST PRESIDENT OF EACH FOUNDING MEMBER SERVES ON THE ORGANIZATION'S BOARD. THOSE MEMBERS ALSO ELECT A CHAIR, VICE CHAIR, AND TREASURER FROM A SLATE OF NOMINEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY THE SENIOR DIRECTOR OF BUSINESS OPERATIONS AND EXECUTIVE VICE PRESIDENT, AND THEN IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE IT IS FILED. AN ELECTRONIC COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL AAIM BOARD AND COUNCIL MEMBERS, AAIM OFFICERS, AND KEY STAFF FOR COMPLETION. THE QUESTIONNAIRE INCLUDES QUESTIONS REGARDING OWNERSHIP OR INVESTMENT INTERESTS, COMPENSATION ARRANGEMENTS, AND SERVICE RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ONCE COMPLETED, FORMS ARE SUBMITTED TO AAIM COMPLIANCE COMMITTEE FOR REVIEW. ANY POTENTIAL CONFLICTS ARE EVALUATED BY THE AAIM COMPLIANCE COMMITTEE AND A COURSE OF ACTION RECOMMENDED TO THE AAIM BOARD. DURING THE YEAR IF POTENTIAL CONFLICTS ARISE, THEY ARE TO BE PRESENTED TO THE AAIM COMPLIANCE COMMITTEE FOR CONSIDERATION. TO DATE NO SUCH CONFLICTS HAVE BEEN IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ALLIANCE ENGAGED A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO DEVELOP A COMPENSATION STRUCTURE COMPLETE MARKET PRICING FOR ALL POSITIONS, INCLUDING CEO AND DEPUTY CEO POSITION. THE FIRM PROVIDED AAIM WITH A STRUCTURE THAT INCLUDES THE MINIMUM, 25TH QUARTILE, MIDPOINT, 75TH QUARTILE, AND MAXIMUM FOR EACH POSITION BASED ON ITS REVIEW OF SEVERAL SALARY STUDIES. THE SALARY FOR EACH POSITION WAS COMPARED TO THE STRUCTURE. THE RESULTS WERE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL OF THE STRUCTURE AS WELL AS ANY MARKET BASED ADJUSTMENTS TO COMPENSATION. EACH YEAR A COMPENSATION BUDGET IS DEVELOPED BASED ON THE APPROVED COMPENSATION STRUCTURE. ANY RECOMMENDED INCREASES BASED ON PERFORMANCE OR MARKET ARE CONSIDERED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE FINANCE AND AUDIT COMMITTEE TO INCLUDE OR ADJUST THE COMPENSATION AMOUNTS INCLUDED IN THE ANNUAL BUDGET APPROVED BY THE BOARD EACH JUNE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN THE 2022 FISCAL YEAR, WITH APPROVED MARKET ADJUSTMENTS EFFECTIVE FOR FISCAL YEAR 2023. IN ADDITION, THE SERVICES OF AN EXECUTIVE SEARCH FIRM (WITT/KIEFFER) WAS ENGAGED FOR FUTURE SUCCESSION PLANNING FOR THE CEO AND DEPUTY CEO POSITIONS. AAIM WILL UNDERTAKE THE COMPENSATION REVIEW PROCESS AGAIN IN FY 2024 WITH ANY APPROVED MARKET ADJUSTMENTS TO BE EFFECTIVE FY 2025. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 262,281. MANAGEMENT AND GENERAL EXPENSES 333,593. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 595,874. IT SERVICES: PROGRAM SERVICE EXPENSES 143,377. MANAGEMENT AND GENERAL EXPENSES 182,360. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 325,737. MEETING SERVICES: PROGRAM SERVICE EXPENSES 124,704. MANAGEMENT AND GENERAL EXPENSES 158,609. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 283,313. |
| FORM 990. PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |