ACADEMY OF COMMUNICATION IN HEALTHCARE INC: Form 990, tax year 2024
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- Organization
- ACADEMY OF COMMUNICATION IN HEALTHCARE INC (EIN 52-1787372)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-10
- IRS object ID
- 202512539349301631
- Schema version
- 2024v5.2
- 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 | 2025-09-10T15:00:39-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 453048812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESTEN & DIERUF PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 190 MARKET STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 810 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERONICA VICTORIANA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8595149150 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW H DIERUF CPA | PreparerPersonNm |
| PTIN | P01239897 | PTIN |
| Phone | 8592544427 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | VERONICA VICTORIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN STREET 810 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,063,752 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $84,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $79,655 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,531,962 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $909,710 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$45,981 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,092 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,917 | PYOtherRevenueAmt |
| CY Other Revenue | $28,365 | CYOtherRevenueAmt |
| PY Total Revenue | $1,595,330 | PYTotalRevenueAmt |
| CY Total Revenue | $1,045,822 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $135,750 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $59,800 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,066,249 | PYOtherExpensesAmt |
| CY Other Expenses | $1,157,296 | CYOtherExpensesAmt |
| PY Total Expenses | $2,201,999 | PYTotalExpensesAmt |
| CY Total Expenses | $1,217,096 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$606,669 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$171,274 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,187,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,059,084 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $152,039 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,342 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,035,499 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $896,742 | 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 | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $944,130 | ExpenseAmt |
| Revenue | $894,855 | RevenueAmt |
| Desc | CONTINUING PROFESSIONAL EDUCATION TRAINING AND SEMINARS FOR PRACTICING HEALTHCARE PROVIDERS AND PATIENT EXPERIENCE OF CARE PROFESSIONALS TO IMPROVE THEIR COMMUNICATION SKILLS WITH PATIENTS, FAMILIES, AND TEAM MEMBERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,132 | ExpenseAmt |
| Revenue | $17,649 | RevenueAmt |
| 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 | $966,262 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | 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 | 0 | 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 | Yes (1) | 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 | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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 | 8595149150 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN ST STE 810 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| TIMOTHY GILLIGAN | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| YURIKO DE LA CRUZ | |||||||
| PRESIDENT-ELECT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARLI ZEGERS | |||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TARA BRISTOL ROUSE | |||||||
| VP PATIENT PARTNERSHIP | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE DAVIS | |||||||
| VP DIVERSITY, EQUITY & INC | 5.00 | Yes (X) | $20,775 | $0 | $0 | ||
| LAURA KIRK | |||||||
| VP EXTERNAL EDUCATION | 8.00 | Yes (X) | $13,350 | $0 | $0 | ||
| NYNIKKA PALMER | |||||||
| HEALTH EQUITY REPRESENTATI | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN O'NEILL | |||||||
| VP INTERNAL EDUCATION | 8.00 | Yes (X) | $0 | $0 | $0 | ||
| KIRSTEN ISGRO | |||||||
| PATIENT REP/COMMUNITY MEMB | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMAN ELBANNA | |||||||
| STUDENT/PROFESSIONAL TRAIN | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| GRETCHEN FULLER | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RAGHAVA NAGARAJ | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JHOANNA SANTOS | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NOELLE SPENCER | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BRONWYN WILSON | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $8,350 | $0 | $0 | ||
| VERONICA VICTORIAN | |||||||
| AT LARGE BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CALVIN CHOU | |||||||
| FORMER DIRECTOR | 0.00 | $10,650 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $53,125 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | 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 STE 810 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ASSOCIATION MANAGEMENT SERVICES | ServicesDesc |
| Compensation | $768,855 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $74,375 | MembershipDuesAmt |
| All Other Contributions | $5,280 | AllOtherContributionsAmt |
| Total Contributions | $79,655 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCE/SEMINARS | 611430 | $892,061 | $892,061 |
| FACULTY IN TRAINING | 611600 | $17,649 | $17,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $909,710 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,837 | TotalRevenueColumnAmt |
| Exclusion | $22,837 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,571 | TotalRevenueColumnAmt |
| Exclusion | $25,571 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,185 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,930 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,255 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,255 | TotalRevenueColumnAmt |
| Exclusion | $5,255 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTITUTIONAL REIMBURS | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $2,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,794 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,794 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,045,822 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $912,504 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,663 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,475 | TotalAmt |
| Program Services | $42,475 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,325 | TotalAmt |
| Program Services | $17,325 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $768,855 | TotalAmt |
| Program Services | $561,220 | ProgramServicesAmt |
| Management And General | $207,635 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,683 | TotalAmt |
| Management And General | $4,683 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,546 | TotalAmt |
| Management And General | $3,546 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,819 | TotalAmt |
| Program Services | $796 | ProgramServicesAmt |
| Management And General | $4,023 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,451 | TotalAmt |
| Program Services | $808 | ProgramServicesAmt |
| Management And General | $1,643 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,666 | TotalAmt |
| Program Services | $2,105 | ProgramServicesAmt |
| Management And General | $11,561 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,393 | TotalAmt |
| Program Services | $7,393 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,263 | TotalAmt |
| Program Services | $102,263 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,822 | TotalAmt |
| Program Services | $19,732 | ProgramServicesAmt |
| Management And General | $3,090 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SPEAKER AND FACULTY FEE | $154,909 | $154,909 | |
| CONTINUING MEDICAL EDUC | $51,725 | $51,725 | |
| BANK FEES | $14,377 | $14,377 | |
| SCHOLARSHIPS | $3,167 | $3,081 | $86 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620 | TotalAmt |
| Program Services | $2,430 | ProgramServicesAmt |
| Management And General | $190 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217,096 | TotalAmt |
| Program Services | $966,262 | ProgramServicesAmt |
| Management And General | $250,834 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,884 | BOYAmt |
| EOY | $409,268 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,049 | BOYAmt |
| EOY | $43,120 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,185 | BOYAmt |
| EOY | $61,878 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,420 | BOYAmt |
| EOY | $544,818 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,538 | BOYAmt |
| EOY | $1,059,084 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,803 | BOYAmt |
| EOY | $51,508 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,236 | BOYAmt |
| EOY | $110,834 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,039 | BOYAmt |
| EOY | $162,342 | 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 | $807,358 | BOYAmt |
| EOY | $645,962 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,141 | BOYAmt |
| EOY | $250,780 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,035,499 | BOYAmt |
| EOY | $896,742 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,538 | BOYAmt |
| EOY | $1,059,084 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$171,274 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $32,516 | 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 Minus4 Years | $93,986 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,086 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $79,655 | CurrentTaxYearAmt |
| Total | $432,992 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $858,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,673,115 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,531,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $909,710 | CurrentTaxYearAmt |
| Total | $6,125,108 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $952,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,245,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,754,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,616,394 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $989,365 | CurrentTaxYearAmt |
| Total | $6,558,100 | 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 | $6,558,100 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,663 | CurrentTaxYearAmt |
| Total | $147,906 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,309 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,154 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,663 | CurrentTaxYearAmt |
| Total | $147,906 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $10,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,794 | CurrentTaxYearAmt |
| Total | $58,957 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $964,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,272,328 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,820,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,661,921 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,045,822 | CurrentTaxYearAmt |
| Total | $6,764,963 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96490 | PublicSupportPY509Pct |
| Investment Income CY | 0.02190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01400 | 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 | INSTITUTIONAL REIMBURSEMENTS - 2021 AMOUNT: $ 10,653. 2022 AMOUNT: $ 37,137. 2023 AMOUNT: $ 8,373. 2024 AMOUNT: $ 2,794. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $196,313 | BeginningYearBalanceAmt |
| Contributions | $500 | ContributionsAmt |
| Investment Earnings Or Losses | $20,991 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,852 | AdministrativeExpensesAmt |
| End Year Balance | $215,952 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $173,190 | BeginningYearBalanceAmt |
| Contributions | $2,000 | ContributionsAmt |
| Investment Earnings Or Losses | $22,212 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,089 | AdministrativeExpensesAmt |
| End Year Balance | $196,313 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $203,716 | BeginningYearBalanceAmt |
| Contributions | $900 | ContributionsAmt |
| Investment Earnings Or Losses | -$30,157 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,269 | AdministrativeExpensesAmt |
| End Year Balance | $173,190 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,621 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $8,596 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,001 | AdministrativeExpensesAmt |
| End Year Balance | $203,716 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.49616 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.50384 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,073,656 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $32,516 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $32,516 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,041,140 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,683 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $4,683 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,045,823 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,212,413 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,212,413 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,683 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $4,683 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,217,096 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, HOWEVER, THE ORGANIZATION IS NOT EXEMPT FROM TAX IMPOSED UPON UNRELATED BUSINESS INCOME. FOR THE YEAR ENDED DECEMBER 31, 2024, THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE ORGANIZATION'S FEDERAL EXEMPT INFORMATION RETURNS (FORMS 990) ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CALVIN CHOU | PersonNm |
| Title | FORMER DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $10,650 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $10,650 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| LAURA KIRK | |||
| DIRECTOR | $13,350 | SPEAKING FEE | 0 |
| DENISE L DAVIS | |||
| DIRECTOR | $20,775 | SPEAKING FEE | 0 |
| BRONWYN WILSON | |||
| DIRECTOR | $8,350 | SPEAKING FEE | 0 |
| KARA MYERS | |||
| FORMER DIRECTOR | $1,500 | SPEAKING FEE | 0 |
| CALVIN CHOU | |||
| FORMER DIRECTOR | $10,650 | SPEAKING FEE | 0 |
| KRISTA HIRSCHMANN | |||
| FORMER OFFICER | $5,175 | SPEAKING FEE | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, 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, PART VI, SECTION B, 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 KEY MEMBERS OF THE ASSOCIATION MANAGEMENT COMPANY'S CLIENT TEAM. 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, THE E-FILE AUTHORIZATION FORM IS SIGNED BY THE PRESIDENT OR TREASURER AND THE FORM 990 IS ELECTRONCIALLY FILED. |
| FORM 990, PART VI, SECTION B, 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, PART VI, SECTION C, LINE 19 | AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | ALL DOCUMENTS REQUIRING PUBLIC DISCLOSURE ARE MADE AVAILABLE, EITHER ELECTRONICALLY OR IN-PERSON AT THE ORGANIZATION'S HEADQUARTERS, UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE SET FORTH IN SECTION 6104(D). |