2020-09-24T13:55:20-05:00 2019-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2019-01-01 521260918 ACADEMYHEALTH ACAD 2022926700 1666 K STREET NW NO 1100 WASHINGTON DC 20006 DR LISA SIMPSON PRESIDENT & CEO 2022926700 2020-09-24 1 CAROLYN C QUILL CPA P00173823 7033858888 98.172.30.73 2020-09-24 09:58:33 ED P D1DEBEF34B05872E44DC3374B4329CE0262CB407 D1DEBEF34B05872E44DC3374B4329CE0262CB407 2019 2021-01-29 14:40:06Z DR LISA SIMPSON 1666 K STREET NW NO 1100 WASHINGTON DC 20006 13209705 0 X WWW.ACADEMYHEALTH.ORG X 1981 DC ACADEMYHEALTH ADVANCES THE FIELD OF HEALTH SERVICES RESEARCH BY ACTING AS AN OBJECTIVE BROKER OF INFORMATION, BRINGING TOGETHER STAKEHOLDERS TO ADDRESS THE CURRENT AND FUTURE NEEDS OF AN EVOLVING HEALTH SYSTEM, INFORM HEALTH POLICY AND PRACTICE, AND TRANSLATE EVIDENCE INTO ACTION. ACADEMYHEALTH TOGETHER WITH ITS MEMBERS INCREASES THE UNDERSTANDING OF METHODS AND DATA USED IN THE FIELD, ENHANCES THE PROFESSIONAL SKILLS OF RESEARCHERS AND RESEARCH USERS, AND EXPANDS AWARENESS. 22 21 57 220 132820 72015 5935531 6396691 6116842 6540349 56001 68651 210405 204014 12318779 13209705 0 0 0 0 6014858 6142382 0 0 12287 6309240 6387776 12324098 12530158 -5319 679547 9036113 10706665 6239856 6891644 2796257 3815021 X ACADEMYHEALTH IMPROVES HEALTH AND HEALTHCARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. WE FULFILL OUR MISSION BY: 1) HOSTING CONFERENCES AND EVENTS, 2) OFFERING PROGRAMS, SCHOLARSHIPS, FELLOWSHIPS AND LEARNING NETWORKS THAT CONTRIBUTE TO FINANCIAL, HUMAN AND DATA INFRASTRUCTURE AND 3) WORKING ALONGSIDE POLICYMAKERS AND PROVIDERS TO APPLY RESEARCH EVIDENCE TO REAL WORLD HEALTHCARE CHALLENGES. 0 0 5173925 2069871 PROVIDE TECHNICAL SUPPORT TRAINING AND CONSULTATION TO SUPPORT THE DEVELOPMENT AND USE OF RIGOROUS RELEVANT AND TIMELY EVIDENCE TO INCREASE THE QUALITY ACCESSIBILITY AND VALUE OF HEALTH CARE TO IMPROVE HEALTH. 3769200 3983230 CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. 529246 558442 PROVIDE A FORUM FOR MEMBERSHIP OF HEALTH SERVICES RESEARCHERS POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. 9472371 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 90 0 57 1 1 1 0 0 0 0 0 0 0 0 0 X 22 21 0 0 0 0 1 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 0 DC X DEBORAH L EDWARDS CFO 2022926700 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 DARREL J GASKIN PHD DIRECTOR 1.00 X 0 0 0 ROBIN NEWHOUSE PHD RN DIRECTOR- PAST CHAIR 2.00 X X 0 0 0 ANNE BEAL MD MPH DIRECTOR- CHAIR OF BOARD 2.00 X X 0 0 0 SHARON ATTIPOE-DORCOO MPH MS DIRECTOR 1.00 X 0 0 0 CLAIRE D BRINDIS DR PH DIRECTOR - SECRETARY 2.00 X X 0 0 0 JOHN Z AYANIAN MD MPP DIRECTOR- TREASURER 2.00 X X 0 0 0 LAURENCE C BAKER PHD DIRECTOR 1.00 X 0 0 0 BRUCE LANDON MD MBA MS DIRECTOR 1.00 X 0 0 0 CHERYL DAMBERG PHD MPH DIRECTOR 1.00 X 0 0 0 HELEN BURSTIN MD MPH DIRECTOR 1.00 X 0 0 0 FADIA TOHME SHAYA PHD MPH DIRECTOR 1.00 X 0 0 0 JULIE GOON DIRECTOR 1.00 X 0 0 0 VICTOR MONTORI MD DIRECTOR 1.00 X 0 0 0 ATUL GROVER MD PHD FACP FCCP DIRECTOR 1.00 X 0 0 0 CHARLES N KAHN III DIRECTOR 1.00 X 0 0 0 EDUARDO SANCHEZ MD MPH DIRECTOR 1.00 X 0 0 0 LUCY SAVITZ PHD MBA DIRECTOR 1.00 X 0 0 0 SHOSHANNA SOFAER DR PH DIRECTOR 1.00 X 0 0 0 PAUL C TANG MD MS DIRECTOR 1.00 X 0 0 0 REED V TUCKSON MD FACP DIRECTOR 1.00 X 0 0 0 ELIZABETH YANO PHD DIRECTOR- VICE CHAIR 2.00 X X 0 0 0 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 40.00 X X 505465 0 129112 KAREN MINYARD PHD MN DIRECTOR 1.00 X 0 0 0 DEBORAH EDWARDS MA CFO AND VP 40.00 X 224520 0 26106 MARGO EDMUNDS PHD VICE PRESIDENT 40.00 X 201516 0 18515 BONNIE CLUXTON JD MPH VICE PRESIDENT 40.00 X 197897 0 25164 KRISTIN ROSENGREN VICE PRESIDENT 40.00 X 161708 0 32250 MICHAEL GLUCK PHD SENIOR DIRECTOR 40.00 X 174042 0 22721 AMY HAMMER MS SENIOR DIRECTOR 40.00 X 147013 0 19687 1612161 0 273555 15 0 1 0 1620 K STREET ASSOCIATES LP C/O JBG SMITH 4445 WILLARD AVE SUI CHEVY CHASE MD 20815 RENT 1133598 AUDIOVISUAL ONE LTD PO BOX 1115 BEDFORD PARK IL 604991115 AV SERVICES FOR CONFERENCES 366633 UNIVERISTY OF NORTH CAROLINA CHAPEL HIL PO BOX 402420 ATLANTA GA 303842420 PROFESSIONAL SERVICES PROJECT 307272 ARAMARK 801 MOUNT VERNON PLACE NW WASHINGTON DC 20001 FOOD & BEVERAGE SERVICES FOR ARM201 283419 CAVAROCCI RUSCIO DENNIS ASSOC 600 MARYLAND AVENUE SW SUITE 835W WASHINGTON DC 20024 ADVOCACY 185671 5 5376287 1020404 6396691 MEETING REGISTRATION 900099 3983230 3983230 CONTRACT SERVICES 900099 1998677 1998677 MEMBERSHIP DUES 900099 558442 558442 6540349 68651 68651 ADVERTISING 541800 132820 132820 OTHER REVENUE 900099 71194 71194 204014 13209705 6611543 132820 68651 X 885204 399784 485420 3421707 2571577 840270 9860 1486750 1265972 220778 348721 348721 23979 23979 48812 48812 185000 185000 1920190 1777562 142628 440997 364831 76166 922148 668557 251164 2427 774401 675720 98681 1508806 1496482 12324 298865 298865 31418 31418 EQUIPMENT MAINTENANCE 96671 96671 TELEPHONE/INTERNET 59664 25639 34025 EDUCATION 58085 41247 16838 UNRELATED BUSINESS INCO 18740 18740 12530158 9472371 3045500 12287 1671336 2108538 1681414 2589549 1058288 1404725 112757 376 355498 177049 3292343 1622541 1943970 1669802 1754919 2183857 457931 572769 9036113 10706665 510990 696854 2126298 2421276 460072 645836 3142496 3127678 6239856 6891644 X 2796257 3815021 2796257 3815021 9036113 10706665 X 679547 469271 -130054 X X 0 1 X 1 0 X 7981235 9369278 6742771 5935531 6396691 36425506 7981235 9369278 6742771 5935531 6396691 36425506 14304933 22120573 67088 51232 52201 56001 68651 295173 116856 81809 76666 77093 79580 432004 37152683 15948594 0.59540 0.64940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 185000 185000 12470222 12655222 782761 195690 0 0 899795 822933 770445 782761 3275934 4913901 185886 144000 173997 185000 688883 224949 205733 192611 195690 818983 1228475 1935910 598250 1337660 1356433 1024291 332142 1669802 DEFERRED COMPENSATION PLAN 572769 572769 COPIER LEASE LIABILITY 7803 ACCRUED DEFERRED COMPENSATION 572769 DEFERRED RENT 2547106 3127678 X 13209705 0 13209705 0 13209705 12660212 130054 130054 12530158 0 12530158 PART X, LINE 2: ACADEMYHEALTH HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. X X 0 1 0 0 0 0 0 1 0 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 451581 0 53884 0 0 0 111185 0 17927 0 634577 0 0 0 DEBORAH EDWARDS MA CFO AND VP 219030 0 5490 0 0 0 18283 0 7823 0 250626 0 0 0 MARGO EDMUNDS PHD VICE PRESIDENT 197856 0 3660 0 0 0 15977 0 2538 0 220031 0 0 0 BONNIE CLUXTON JD MPH VICE PRESIDENT 192407 0 5490 0 0 0 16219 0 8945 0 223061 0 0 0 KRISTIN ROSENGREN VICE PRESIDENT 156218 0 5490 0 0 0 14323 0 17927 0 193958 0 0 0 MICHAEL GLUCK PHD SENIOR DIRECTOR 174042 0 0 0 0 0 14400 0 8321 0 196763 0 0 0 AMY HAMMER MS SENIOR DIRECTOR 147013 0 0 0 0 0 11940 0 7747 0 166700 0 0 0 PART I, LINE 4B LISA SIMPSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE ORGANIZATION CONTRIBUTION TO THE PLAN FOR THE CALENDAR YEAR WAS $79,000. PART I, LINE 7 BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. FORM 990, PART VI, SECTION A, LINE 6 ACADEMYHEALTH HAS A DYNAMIC MEMBERSHIP COMMUNITY OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST AVAILABLE RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. FORM 990, PART VI, SECTION A, LINE 7A ACADEMYHEALTH HAS MEMBERS THAT CAN VOTE FOR THE SLATE OF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO REVIEWS THE DRAFT AND THE CEO OR THE VP WHO IS ASSISTANT SECRETARY OF BOARD SIGNS FOR ELECTRONIC SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND OFFICERS AND IS MONITORED BY AN ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD CHAIR WHICH ARE REVIEWED AND MAINTAINED BY THE ASSISTANT SECRETARY OF THE BOARD. POTENTIAL CONFLICTS OF INTEREST ISSUES ARE PRESENTED TO THE BOARD OR EXECUTIVE COMMITTEE. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT, OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT OF INTEREST IS RECUSED FROM THE DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE. COMPARABALITIY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM KEATING ADVISORS COMPENSATION STUDY 2019. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF BOARD MEETINGS. THE COMPENSATION DETERMINATION PROCESS FOR THE PRESIDENT/CEO WAS MOST RECENTLY UNDERTAKEN IN 2019. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTS: PROGRAM SERVICE EXPENSES 1,645,312. MANAGEMENT AND GENERAL EXPENSES 71,479. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,716,791. CONSULTANTS: PROGRAM SERVICE EXPENSES 132,250. MANAGEMENT AND GENERAL EXPENSES 21,430. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,680. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49,719. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,719. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -130,054. FORM 990, PART XII, LINE 2C AUDIT COMMITTEE, BOARD OF DIRECTORS, AND INTERNAL EMPLOYEES ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.