2021-11-08T15:16:42-06:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 060999696 ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS INC ALLI 2023672402 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 KATHLEEN WEIS EXECUTIVE DIRECTOR 2023672402 2021-10-01 1 KATHLEEN WEIS 999009999 DANIEL L WEAVER P01249346 3019860600 2021-10-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATHLEEN WEIS 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 2062822 0 X WWW.ACEHP.ORG X 1976 CT THE ALLIANCE IS A COMMUNITY DEDICATED TO ACCELERATING EXCELLENCE IN HEALTHCARE PERFORMANCE THROUGH EDUCATION, ADVOCACY, AND COLLABORATION. 14 14 0 0 0 0 652862 576980 1689105 1387061 22803 30428 52335 290 2417105 1994759 0 0 0 0 0 0 0 0 0 2089554 1961195 2089554 1961195 327551 33564 2820331 1809552 1783432 692639 1036899 1116913 THE ALLIANCE IS A COMMUNITY DEDICATED TO ACCELERATING EXCELLENCE IN HEALTHCARE PERFORMANCE THROUGH EDUCATION, ADVOCACY, AND COLLABORATION. 0 0 1489423 1849360 TO IMPLEMENT A RATIONAL AND COORDINATED SYSTEM OF CONTINUING PROFESSIONAL DEVELOPMENT PROGRAMS FOR MEDICAL EDUCATION PROFESSIONALS THAT ENABLES THEM TO DESIGN AND DELIVER A HIGH LEVEL OF CONTINUING EDUCATION TO HEALTHCARE PROVIDERS THAT RESULTS IN IMPROVED PATIENT CARE. 1489423 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 DC X X SMITHBUCKLIN CORPORATION 2023671151 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 X DIANA J DURHAM PHD FACEHP DIRECTOR 1.00 X 0 0 0 KURT SNYDER ESQ DIRECTOR 1.00 X 0 0 0 JOSEPH KIM MD MPH MBA DIRECTOR 1.00 X 0 0 0 PAM MCFADDEN FACEHP DIRECTOR 1.00 X 0 0 0 BETH WILSON CHCP DIRECTOR 1.00 X 0 0 0 JAN SCHULTZ RN FACEHP CHCP DIRECTOR 1.00 X 0 0 0 JACOB S COVERSTONE DIRECTOR 1.00 X 0 0 0 ANN C LICHTI CHCP FACEHP DIRECTOR 1.00 X 0 0 0 PAM BEATON CHCP FACEHP DIRECTOR 1.00 X 0 0 0 PHILIP A DOMBROWSKI MBA FACEHP PAST PRESIDENT 1.00 X X 0 0 0 CHITRA SUBRAMANIAM PHD PRESIDENT 1.00 X X 0 0 0 CHARLES WILLIS MBA SECRETARY 1.00 X X 0 0 0 NANCY PAYNTER MBA CHCP TREASURER 1.00 X X 0 0 0 REBECCA DEVIVO MPH MSW CHCP VICE PRESIDENT 1.00 X X 0 0 0 LAURIE KENDALL-ELLIS CAE EXECUTIVE DIRECTOR AND CEO THRU 3/20 40.00 X 0 0 0 KATHLEEN WEIS EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 MANAGEMENT SERVICES 1187153 1 462299 114681 576980 ANNUAL CONFERENCE 519100 1314850 1314850 WEBINARS 519100 56386 56386 OTHER CONFERENCES AND 519100 15825 15825 1387061 31683 31683 66808 66505 1558 303 -1558 -1255 -1255 MISCELLANEOUS 900099 290 290 290 1994759 1387351 0 30428 1123427 729234 394193 3757 3757 15850 15850 4983 4983 26820 26820 8695 2860 5835 2651 2651 12085 12046 39 648142 638744 9398 455 455 12199 5589 6610 MISCELLANEOUS 37192 36011 1181 DUES AND SUBSCRIPTIONS 34586 34586 FACULTY HONORARIA 24569 24569 AWARDS 4784 4784 1000 1000 1961195 1489423 471772 0 1831581 788664 23283 10005 186021 159998 5516 4406 1565 1110 774797 848249 3084 1526 2820331 1809552 4596 47246 1482786 454025 296050 191368 1783432 692639 X 973399 1053413 63500 63500 1036899 1116913 2820331 1809552 33564 46450 0 X X 0 1 X 1 0 X 532703 544147 491802 652862 576980 2798494 1763225 1781606 1545266 1689105 1387061 8166263 2295928 2325753 2037068 2341967 1964041 10964757 0 0 0 10964757 74610 108036 115954 74141 31683 404424 74610 108036 115954 74141 31683 404424 2253 970 290 3513 2370538 2433789 2155275 2417078 1996014 11372694 0.96410 0.96620 0.03560 0.03350 X 63500 63500 63500 63500 63500 63500 63500 63500 63500 63500 0 0 5516 4406 1110 1110 REFUNDABLE ADVANCES 191368 191368 X 2036226 46450 46450 1989776 4983 4983 1994759 1956212 0 1956212 4983 4983 1961195 PART V, LINE 4: THE ALLIANCE'S ENDOWMENT FUNDS CONSISTS OF THREE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW THE BOARD OF TRUSTEES OF THE ALLIANCE HAS INTERPRETED THE CONNECTICUT PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ALLIANCE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ALLIANCE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. RETURN OBJECTIVES AND RISK PARAMETERS THE ALLIANCE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS. THE ENDOWMENT FUNDS HAVE BEEN INVESTED IN BALANCED PORTFOLIO OF FIXED INCOME AND EQUITY MUTUAL FUNDS. INVESTMENT AND SPENDING POLICY THE PRIMARY INVESTMENT OBJECTIVES OF THE ENDOWMENT FUNDS ARE TO PRODUCE A RATE OF TOTAL RETURN WHICH WILL PERMIT SUPPORT FOR ANNUAL AWARD, AND PRESENTATION OF HONORARIUM AND PLAQUE FOR A GUEST LECTURER AT THE ALLIANCE'S THE ANNUAL CONFERENCE TO THE EXTENT THAT IS CONSISTENT WITH THE FOLLOWING: PRUDENT MANAGEMENT OF INVESTMENTS, PRESERVATION OF PRINCIPAL, AND POTENTIAL FOR LONG-TERM ASSET GROWTH. UNDER EXISTING MARKET CONDITIONS, THE ALLIANCE WILL SEEK INVESTMENT GRADES THAT ARE REASONABLE, BUT WITH THE OVERARCHING FACTOR THAT PRINCIPAL PRESENTATION IS A GREATER PRIORITY THAN TARGETED RETURNS. THE ALLIANCE WILL ADJUST ACCORDINGLY AS THE ECONOMY CHANGES. PERFORMANCE IS MONITORED ON A PERIODIC BASIS. PART X, LINE 2: THE ALLIANCE REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ALLIANCE DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS PROVIDED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND EMPLOYEES ANNUALLY UPDATE A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION C, LINE 18 ALLIANCE'S FORM 990 IS POSTED AT WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ALLIANCE'S FORM 990 ARE AVAILABLE THROUGH GUIDESTAR. IN ADDITION, ANY INDIVIDUAL WHO CONTACTS THE ALLIANCE AND REQUESTS A COPY OF THE 990 AND/OR THE CONFLICT OF INTEREST POLICY WILL BE PROVIDED A COPY. FORM 990, PART XI, LINE 2C: THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR.