ACADEMY OF COMMUNICATION IN HEALTHCARE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY OF COMMUNICATION IN HEALTHCARE INC (EIN 52-1787372)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349303705
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T14:41:13-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320039165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICKIE C RICHARDSON CPA PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 E HIGH STREET | AddressLine1Txt |
| City | MOUNT STERLING | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 403531214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521787372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMY OF COMMUNICATION | BusinessNameLine1Txt |
| Business Name Line2 | IN HEALTHCARE INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 8595149150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET STE 1405 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARLI ZEGERS PHD | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8595149150 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARLI | PersonFirstNm |
| Person Last | ZEGERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKIE RICHARDSON | PreparerPersonNm |
| PTIN | P00575158 | PTIN |
| Phone | 8594986868 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KARA MYERS CNM MS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST MAIN ST | AddressLine1Txt |
| Address Line2 | SUITE 1405 | AddressLine2Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $952,727 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ACHONLINE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | ACH IS THE PROFESSIONAL HOME FOR ALL THOSE WHO ARE COMMITTED TO IMPROVING COMMUNICATION AND RELATIONSHIPS IN HEALTHCARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 80 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $123,484 | PYContributionsGrantsAmt |
| CY Contributions Grants | $93,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,410,313 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $841,327 | CYProgramServiceRevenueAmt |
| PY Investment Income | $138,672 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,993 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,648 | PYOtherRevenueAmt |
| CY Other Revenue | $10,421 | CYOtherRevenueAmt |
| PY Total Revenue | $2,678,117 | PYTotalRevenueAmt |
| CY Total Revenue | $952,727 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $230,803 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $137,263 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,014,115 | PYOtherExpensesAmt |
| CY Other Expenses | $955,153 | CYOtherExpensesAmt |
| PY Total Expenses | $2,244,918 | PYTotalExpensesAmt |
| CY Total Expenses | $1,092,416 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $433,199 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$139,689 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,395,258 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,922,843 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $463,477 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $124,731 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,931,781 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,798,112 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACH IS THE PROFESSIONAL HOME FOR ALL THOSE WHO ARE COMMITTED TO IMPROVING COMMUNICATION AND RELATIONSHIPS IN HEALTHCARE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $838,243 | ExpenseAmt |
| Desc | CONTINUING PROFESSIONAL EDUCATION TRAINING AND SEMINARS FOR PRACTICING HEALTHCARE PROVIDERS TO IMPROVE THEIR COMMUNICAITON SKILLS WITH PATIENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $31,856 | ExpenseAmt |
| Desc | PROVIDING AN EDUCATIONAL COURSE USING A LEARNER-CENTERED MODEL DESIGNED TO ENHANCE KNOWLEDGE, SKILLS AND ATTITUDES NEEDED TO PRACTICE AND TEACH RELATIONSHIP-CENTERED COMMUNICATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $870,099 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (true) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMR MANAGEMENT SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8595149829 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST MAIN STREET SUITE 1405 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KRISTA HIRSCHMANN PHD | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $46,450 | $0 | $0 | ||
| CALVIN CHOU | |||||||
| FORMER DIREC | $34,463 | $0 | $0 | Yes (X) | |||
| KARA MYERS CNM MS | |||||||
| PRESIDENT | 5.00 | Yes (X) | $17,750 | $0 | $0 | Yes (X) | |
| DENISE DAVIS | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $17,000 | $0 | $0 | ||
| LYNN O'NEILL | |||||||
| VICE PRESIDE | 5.00 | Yes (X) | $12,500 | $0 | $0 | ||
| BRONWYN WILSON MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $7,000 | $0 | $0 | ||
| TIMOTHY GILLIGAN MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $1,100 | $0 | $0 | ||
| PAMELA DUKE MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $1,000 | $0 | $0 | ||
| DANIELLA CORDERO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NYNIKKA PALMER DRPH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRSTEN ISGRO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER KOENIG | |||||||
| VP RESEARCH | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA LEWIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDY CHANG MD | |||||||
| PRESIDENT EL | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL FARRELL MD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND CURRY MD | |||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CARLI ZEGERS PHD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JHOANNA SANTOS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $137,263 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMR MANAGEMENT SERVICES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN ST SUITE 1405 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MGMT COMPANY | ServicesDesc |
| Compensation | $686,727 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $66,484 | MembershipDuesAmt |
| All Other Contributions | $27,502 | AllOtherContributionsAmt |
| Total Contributions | $93,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONFERENCE/SEMINARS | $807,899 | $807,899 |
| FACULTY IN TRAINING | $33,000 | $33,000 |
| SPECIAL PROJECTS | $428 | $428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $841,327 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,293 | RelatedOrExemptFuncIncomeAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,421 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,421 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $700 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $700 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $700 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $700 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $952,727 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $858,741 | RelatedOrExemptFuncIncomeAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,800 | TotalAmt |
| Program Services | $102,800 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,463 | TotalAmt |
| Program Services | $34,463 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,726 | TotalAmt |
| Program Services | $526,963 | ProgramServicesAmt |
| Management And General | $159,763 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,879 | TotalAmt |
| Management And General | $4,879 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628 | TotalAmt |
| Management And General | $628 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,086 | TotalAmt |
| Management And General | $15,086 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,103 | TotalAmt |
| Program Services | $6,470 | ProgramServicesAmt |
| Management And General | $2,633 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,250 | TotalAmt |
| Program Services | $3,050 | ProgramServicesAmt |
| Management And General | $7,200 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,026 | TotalAmt |
| Program Services | $35,026 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,105 | TotalAmt |
| Program Services | $135,134 | ProgramServicesAmt |
| Management And General | $16,971 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,361 | TotalAmt |
| Program Services | $688 | ProgramServicesAmt |
| Management And General | $2,673 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CME | $25,505 | $25,505 | |
| BANK FEES | $10,776 | $10,776 | |
| FACULTY DEVELOPMENT | $979 | $979 | |
| INVESTMENTS FEES | $729 | $729 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,092,416 | TotalAmt |
| Program Services | $870,099 | ProgramServicesAmt |
| Management And General | $222,317 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,795 | BOYAmt |
| EOY | $1,639,458 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,275 | BOYAmt |
| EOY | $37,972 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,600 | BOYAmt |
| EOY | $54,117 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,588 | BOYAmt |
| EOY | $191,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,258 | BOYAmt |
| EOY | $1,922,843 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,802 | BOYAmt |
| EOY | $5,935 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,675 | BOYAmt |
| EOY | $118,796 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $463,477 | BOYAmt |
| EOY | $124,731 | 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 | $1,732,489 | BOYAmt |
| EOY | $1,568,663 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,292 | BOYAmt |
| EOY | $229,449 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,931,781 | BOYAmt |
| EOY | $1,798,112 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,395,258 | BOYAmt |
| EOY | $1,922,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$139,689 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,020 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $91,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,402 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,484 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,986 | CurrentTaxYearAmt |
| Total | $522,685 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,692,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,134,334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,695,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,410,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $858,041 | CurrentTaxYearAmt |
| Total | $8,790,763 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,783,964 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,245,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,798,043 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,533,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $952,027 | CurrentTaxYearAmt |
| Total | $9,313,448 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $9,313,448 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,029 | CurrentTaxYearMinus1YearAmt |
| Total | $70,982 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,541 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,880 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,029 | CurrentTaxYearMinus1YearAmt |
| Total | $70,982 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $121,291 | CurrentTaxYearMinus1YearAmt |
| Total | $121,291 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,792,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,263,497 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,819,575 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,678,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $952,027 | CurrentTaxYearAmt |
| Total | $9,505,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97880 | PublicSupportPY509Pct |
| Investment Income CY | 0.01000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01000 | 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 | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | SALE OF BOOKS 0 SALE OF JOINT VENTURE 121,291 | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,140 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,210 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $729 | AdministrativeExpensesAmt |
| End Year Balance | $193,621 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,190 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $16,191 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $523 | AdministrativeExpensesAmt |
| End Year Balance | $137,858 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,666 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,107 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $369 | AdministrativeExpensesAmt |
| End Year Balance | $122,190 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,189 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,915 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $438 | AdministrativeExpensesAmt |
| End Year Balance | $128,666 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $114,435 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,092 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $338 | AdministrativeExpensesAmt |
| End Year Balance | $117,189 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.56240 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.43760 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $958,018 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,020 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,020 | RevenueNotReportedAmt |
| Revenue Subtotal | $951,998 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $729 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $729 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $952,727 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,091,687 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,091,687 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $729 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $729 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,092,416 | TotalExpensesPerForm990Amt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALVIN CHOU | PersonNm |
| Title | FORMER DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $34,463 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $34,463 | TotalCompensationFilingOrgAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| DENISE DAVIS | |||
| OFFICER | $16,500 | SPEAKING FEE | false |
| KARA MYERS | |||
| OFFICER | $17,750 | SPEAKING FEE | false |
| PAMELA DUKE | |||
| DIRECTOR | $1,000 | SPEAKING FEE | false |
| KRISTA HIRSCHMANN | |||
| OFFICER | $46,450 | SPEAKING FEE | false |
| TIMOTHY GILLIGAN | |||
| DIRECTOR | $600 | SPEAKING FEE | false |
| CAVIN CHOU | |||
| FORMER DIRECTOR | $15,500 | SPEAKING FEE | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 2 | CAROL CHOU CALVIN CHOU FACULTY PAST DIRECTO SIBLING |
| FORM 990, PAGE 6, PART VI, LINE 3 | THE ORGANIZATION OUTSOURCES MANAGEMENT AND OPERATION FUNCTIONS TO AMR MANAGEMENT SERVICES, A FULL SERVICE ASSOCIATION MANAGEMENT COMPANY ACCREDITED BY THE AMC INSTITUTE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | AN 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, PAGE 6, PART VI, LINE 12C | THE ORGANIZATION REQUIRES OFFICERS TO DISCLOSE ALL CONFLICTS OF INTEREST TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |