STRATEGY STUDIO / PUBLIC DATA EXPLORER

ACADEMY OF COMMUNICATION IN HEALTHCARE INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ACADEMY OF COMMUNICATION IN HEALTHCARE INC (EIN 52-1787372)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349303234
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

FieldValueIRS element (for citing)
Return2022-11-15T08:42:13-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453048812PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESTEN & DIERUF PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1190 MARKET STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN521787372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACADEMY OF COMMUNICATIONBusinessNameLine1Txt
Business Name Line2IN HEALTHCARE INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlACADBusinessNameControlTxt
Phone8595149150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN STREET 1405AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLI ZEGERSPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8595149150PhoneNum
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLIPersonFirstNm
Person LastZEGERSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW H DIERUF CPAPreparerPersonNm
PTINP01239897PTIN
Phone8592544427PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJUDY CHANGPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST STE 1405AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,262,328GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACHONLINE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1993FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionACH IS THE PROFESSIONAL HOME FOR ALL THOSE WHO ARE COMMITTED TO IMPROVING COMMUNICATION AND RELATIONSHIPS IN HEALTHCARE.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers90TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$93,986PYContributionsGrantsAmt
CY Contributions Grants$83,086CYContributionsGrantsAmt
PY Program Service Revenue$841,327PYProgramServiceRevenueAmt
CY Program Service Revenue$1,133,293CYProgramServiceRevenueAmt
PY Investment Income$6,993PYInvestmentIncomeAmt
CY Investment Income$16,309CYInvestmentIncomeAmt
PY Other Revenue$10,421PYOtherRevenueAmt
CY Other Revenue$29,640CYOtherRevenueAmt
PY Total Revenue$952,727PYTotalRevenueAmt
CY Total Revenue$1,262,328CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$137,263PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$302,594CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$955,153PYOtherExpensesAmt
CY Other Expenses$1,112,744CYOtherExpensesAmt
PY Total Expenses$1,092,416PYTotalExpensesAmt
CY Total Expenses$1,415,338CYTotalExpensesAmt
PY Revenues Less Expenses-$139,689PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$153,010CYRevenuesLessExpensesAmt
Total Assets BOY$1,922,843TotalAssetsBOYAmt
Total Assets EOY$2,030,393TotalAssetsEOYAmt
Total Liabilities BOY$124,731TotalLiabilitiesBOYAmt
Total Liabilities EOY$392,081TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,798,112NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,638,312NetAssetsOrFundBalancesEOYAmt
MissionACH IS THE PROFESSIONAL HOME FOR ALL THOSE WHO ARE COMMITTED TO IMPROVING COMMUNICATION AND RELATIONSHIPS IN HEALTHCARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,150,018ExpenseAmt
Revenue$1,087,690RevenueAmt
DescCONTINUING PROFESSIONAL EDUCATION TRAINING AND SEMINARS FOR PRACTICING HEALTHCARE PROVIDERS TO IMPROVE THEIR COMMUNICAITON SKILLS WITH PATIENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$75,597ExpenseAmt
Revenue$56,256RevenueAmt
DescPROVIDING AN EDUCATIONAL COURSE USING A LEARNER-CENTERED MODEL DESIGNED TO ENHANCE KNOWLEDGE, SKILLS AND ATTITUDES NEEDED TO PRACTICE AND TEACH RELATIONSHIP-CENTERED COMMUNICATIONS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,225,615TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document30IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMR MANAGEMENT SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8595149150PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST STE 1405AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
BARBARA LEWIS
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
BRONWYN WILSON
AT-LARGE BOARD MEMBER1.00Yes (X)$14,963$0$0
CARLI ZEGERS
TREASURER1.00Yes (X)$0$0$0Yes (X)
CHRISTOPHER KOENIG
VP RESEARCH5.00Yes (X)$0$0$0
DANIELLA CORDERO
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
DENISE DAVIS
VP DIVERSITY EQUITY & INCLUSION5.00Yes (X)$45,625$0$0
JHOANNA SANTOS
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
JUDY CHANG
PRESIDENT5.00Yes (X)$0$0$0Yes (X)
KARA MYERS
PAST-PRESIDENT5.00Yes (X)$46,425$0$0
KIRSTEN ISGRO
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
LAURA KIRK
VP EXTERNAL EDUCATION5.00Yes (X)$2,075$0$0
LYNN O'NEILL
VP INTERNAL EDUCATION5.00Yes (X)$9,268$0$0
NOELLE SPENCER
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
NYNIKKA PALMER
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
PAM DUKE MD
AT-LARGE BOARD MEMBER1.00Yes (X)$21,075$0$0
TIMOTHY GILLIGAN
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
YURIKO DE LA CRUZ
AT-LARGE BOARD MEMBER1.00Yes (X)$0$0$0
CALVIN CHOU
FORMER DIRECTOR0.00$76,413$0$0Yes (X)
KRISTA HIRSCHMANN PHD
FORMER VP0.00$86,750$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$302,594TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMR MANAGEMENT SERVICESBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 E MAIN ST STE 1405AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT SERVICESServicesDesc
Compensation$724,523CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$65,108MembershipDuesAmt
All Other Contributions$17,978AllOtherContributionsAmt
Total Contributions$83,086TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONFERENCE/SEMINARS611430$1,077,037$1,077,037
FACULTY IN TRAINING611710$56,100$56,100
SPECIAL PROJECTS611600$156$156
FieldValueIRS element (for citing)
Total Program Service Revenue$1,133,293TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,309TotalRevenueColumnAmt
Exclusion$16,309ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,987TotalRevenueColumnAmt
Exclusion$18,987ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINSTITUTIONAL REIMBURSDesc
Business611710BusinessCd
Total Revenue Column$10,653TotalRevenueColumnAmt
Related Or Exempt Func Income$10,653RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$10,653OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,262,328TotalRevenueColumnAmt
Related Or Exempt Func Income$1,143,946RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$35,296ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$139,431TotalAmt
Program Services$139,431ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$163,163TotalAmt
Program Services$163,163ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$724,523TotalAmt
Program Services$592,210ProgramServicesAmt
Management And General$132,313ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,610TotalAmt
Management And General$4,610ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,474TotalAmt
Program Services$650ProgramServicesAmt
Management And General$9,824ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,709TotalAmt
Program Services$5,319ProgramServicesAmt
Management And General$390ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$11,361TotalAmt
Program Services$2,392ProgramServicesAmt
Management And General$8,969ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$38,165TotalAmt
Program Services$38,165ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$241,605TotalAmt
Program Services$228,855ProgramServicesAmt
Management And General$12,750ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$7,003TotalAmt
Management And General$7,003ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CONTINUING MEDICAL EDUC$55,400$55,400
BANK FEES$13,048$13,048
MISCELLANEOUS$492$30$462
FACULTY DEVELOPMENT$354$354

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,415,338TotalAmt
Program Services$1,225,615ProgramServicesAmt
Management And General$189,723ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,639,458BOYAmt
EOY$1,215,378EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$37,972BOYAmt
EOY$185,854EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$54,117BOYAmt
EOY$109,872EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$191,296BOYAmt
EOY$519,289EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,922,843BOYAmt
EOY$2,030,393EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,935BOYAmt
EOY$33,956EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$118,796BOYAmt
EOY$358,125EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$124,731BOYAmt
EOY$392,081EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,568,663BOYAmt
EOY$1,390,515EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$229,449BOYAmt
EOY$247,797EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,798,112BOYAmt
EOY$1,638,312EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,922,843BOYAmt
EOY$2,030,393EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$153,010ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,914NetUnrlzdGainsLossesInvstAmt
Investment Expense-$1,876InvestmentExpenseAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111,283CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,402CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$123,484CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,986CurrentTaxYearMinus1YearAmt
Current Tax Year$93,086CurrentTaxYearAmt
Total$524,241TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,134,334CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,695,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,410,313CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$858,041CurrentTaxYearMinus1YearAmt
Current Tax Year$1,152,280CurrentTaxYearAmt
Total$8,250,609TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,245,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,798,043CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,533,797CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$952,027CurrentTaxYearMinus1YearAmt
Current Tax Year$1,245,366CurrentTaxYearAmt
Total$8,774,850TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$8,774,850PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,283CurrentTaxYearMinus1YearAmt
Current Tax Year$16,309CurrentTaxYearAmt
Total$91,033TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,880CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$21,532CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,029CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,283CurrentTaxYearMinus1YearAmt
Current Tax Year$16,309CurrentTaxYearAmt
Total$91,033TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$121,291CurrentTaxYearMinus2YearsAmt
Current Tax Year$10,653CurrentTaxYearAmt
Total$131,944TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,263,497CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,819,575CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,678,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$964,310CurrentTaxYearMinus1YearAmt
Current Tax Year$1,272,328CurrentTaxYearAmt
Total$8,997,827TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97520PublicSupportCY509Pct
Public Support PY5090.97980PublicSupportPY509Pct
Investment Income CY0.01010InvestmentIncomeCYPct
Investment Income PY0.01000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationSALE OF JOINT VENTURE - 2019 AMOUNT: $ 121,291. INSTITUTIONAL REIMBURSEMENTS - 2021 AMOUNT: $ 10,653.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$193,621BeginningYearBalanceAmt
Contributions$2,500ContributionsAmt
Investment Earnings Or Losses$8,596InvestmentEarningsOrLossesAmt
Administrative Expenses$1,001AdministrativeExpensesAmt
End Year Balance$203,716EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$179,140BeginningYearBalanceAmt
Investment Earnings Or Losses$15,210InvestmentEarningsOrLossesAmt
Administrative Expenses$729AdministrativeExpensesAmt
End Year Balance$193,621EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$122,190BeginningYearBalanceAmt
Investment Earnings Or Losses$16,191InvestmentEarningsOrLossesAmt
Administrative Expenses$523AdministrativeExpensesAmt
End Year Balance$137,858EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$128,666BeginningYearBalanceAmt
Investment Earnings Or Losses-$6,107InvestmentEarningsOrLossesAmt
Administrative Expenses$369AdministrativeExpensesAmt
End Year Balance$122,190EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$117,189BeginningYearBalanceAmt
Investment Earnings Or Losses$11,915InvestmentEarningsOrLossesAmt
Administrative Expenses$438AdministrativeExpensesAmt
End Year Balance$128,666EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.56240PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.43760TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,255,539TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,913NetUnrealizedGainsInvstAmt
Revenue Not Reported-$4,913RevenueNotReportedAmt
Revenue Subtotal$1,260,452RevenueSubtotalAmt
Investment Expenses Not Incld$1,876InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,876RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,262,328TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,415,338TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,415,338ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,415,338TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND ACCORDINGLY, IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS OR POSSIBLE RELATED INTEREST OR PENALTIES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KRISTA HIRSCHMANN PHD
FORMER VP$86,750$0$0$0$0$0$0$0$0$0$86,750$0$0$0
CALVIN CHOU
FORMER DIRECTOR$76,413$0$0$0$0$0$0$0$0$0$76,413$0$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (8 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
BRONWYN WILSON
DIRECTOR$14,963SPEAKING FEE0
CALVIN CHOU
FORMER DIRECTOR$76,413SPEAKING FEE0
DENISE L DAVIS
OFFICER$45,625SPEAKING FEE0
KARA MYERS
FORMER OFFICER$46,425SPEAKING FEE0
KRISTA HIRSCHMANN
FORMER OFFICER$86,750SPEAKING FEE0
LAURA KIRK
OFFICER$2,075SPEAKING FEE0
LYNN O'NEILL
OFFICER$9,268SPEAKING FEE0
PAM DUKE
DIRECTOR$21,075SPEAKING FEE0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION OUTSOURCES MANAGEMENT AND OPERATION FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE.
FORM 990, PART VI, SECTION B, LINE 11BAN ELECTRONIC COPY OF THE FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY AT LEAST 2 WEEKS PRIOR TO THE FILING OF THE RETURN. UPON TAX PREPARERES COMPLETION OF THE IRS FORM 990, THE FORM AND ACCOMPANYING SCHEDULES WILL FIRST BE REVIEWED BY THE ASSOCIATION MANAGEMENT COMPANY'S PRESIDENT AND CONTROLLER. THEREAFTER, AN ELECTRONIC COPY OF FORM 990 (AND ACCOMPANYING SCHEDULES) WILL BE MADE AVAIALBLE BY THE ASSOCIATION DIRECTOR TO EACH VOTING MEMBER OF THE GOVERNING BODY VIA ELECTRONIC E-MAIL NOTIFICATION AND INSTRUCTIONS FOR CONTACTING ASSOCIATON HEADQUARTERS WITH COMMENTS OR QUESTIONS. A 2-WEEK TIMEFRAME WILL BE PROVIDED FOR GOVERNING BODY COMMENTS OR QUESTIONS. FOLLOWING THE TIMEFRAME AND RESOLUTION OF ANY QUESTIONS OR OTHER MATTERS THAT HAVE ARISEN, FORM 990 AND ACCOMPANYING SCHEDULES WILL BE PROVIDED BY THE ACCOUNT EXECUTIVE TO A DESIGNATED OFFICER (BOARD CHAIR, PRESIDENT OR TREASURER) FOR FINAL AUTHORIZING SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION REQUIRES OFFICERS TO DISCLOSE ALL CONFLICTS OF INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT BY AN INDEPENDENT ACCOUNTANT.