2020-10-28T08:04:28-05:00 2019-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2019-01-01 363208430 American College of Healthcare Executives AMER 3124242800 300 S Riverside Plaza No 1900 Chicago IL 60606 Deborah J Bowen President and CEO 3124242800 2020-10-21 1 Rebekuh Eley P01247672 3126343400 2020-09-28 73.8.113.85 2020-10-21 15:35:04 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 26672702914E5EE26F48E546FB914E7C8585E092 2019 2021-04-22 16:20:28Z ACHE Deborah J Bowen 300 S Riverside Plaza No 1900 Chicago IL 60606 18398161 0 X www.ache.org X 1934 IL To advance members and healthcare management excellence. 15 15 118 476 960509 454686 0 0 9815395 10148722 1614571 1066068 1205352 847914 12635318 12062704 90301 173300 0 0 8708451 8937869 0 0 0 4734288 3692597 13533040 12803766 -897722 -741062 38318217 42913894 22864655 24091704 15453562 18822190 To advance members and healthcare management excellence. 0 0 The Fellow of the American College of Healthcare Executives (FACHE) credential denotes board certification in healthcare management. Earning the distinction of board certification in healthcare management as a FACHE signifies industry expertise, experience, and commitment to continuing education and professional development. Having the FACHE credential indicates a level of achievement in the profession. Healthcare Executive is the premier healthcare management periodical in the industry, providing industry leaders with the most current trends that directly affect the daily challenges they face. The magazine focuses on critical industry topics, best practices and management advice, strategies, and real-world solutions for meeting evolving challenges. American College of Healthcare Executives provides the tools needed to manage the healthcare executive's career by offering workshops covering leadership, management skills and career planning. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 91 0 1 118 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X Stasia Kocon 3124242800 300 S Riverside Plaza No 1900 Chicago IL 60606 Deborah J Bowen FACHE President and CEO 20.00 20.00 X 809007 0 221504 Joseph W Cruitt CPA CGMA Senior VP and CFO 20.00 20.00 X 280878 0 64488 Cynthia A Hahn FACHE CAE Senior VP, Member Services 40.00 0.00 X 246006 0 55263 Frank W Austin Senior VP, Marketing 40.00 0.00 X 271081 0 26362 Anita J Halvorsen VP, Professional Development 0.10 40.00 X 239930 0 42141 Timothy R Tlusty VP, Development 40.00 0.00 X 195036 0 56110 David N Bartholomew Senior VP, Learning 20.00 20.00 X 224025 0 18843 Michael E Cunningham VP, Health Administration Press 0.10 40.00 X 172665 0 45720 Eva Chess VP, Comm. & Marketing 40.00 0.00 X 184783 0 29021 Christopher E Maynard VP, IT & CIO 40.00 0.00 X 189214 0 21363 Jennifer Connelly VP, Regional Services 40.00 0.00 X 146381 0 26444 Michael A Broscio Director, HECRC 40.00 0.00 X 121442 0 27183 Mardel Ahleong Director, Human Resources 40.00 0.00 X 121418 0 24374 Desmond J Ryan VP, Regional Services 40.00 0.00 X 122278 0 21394 David A Olson FACHE Chairman/Immediate Past Chairman 5.00 1.00 X X 2105 0 0 Gigi A Simko FACHE Governor 5.00 1.00 X 655 0 0 Heather J Rohan FACHE Chairman/Chairman-Elect 5.00 1.00 X X 0 0 0 Michael J Fosina FACHE Chairman-Elect/Governor 5.00 1.00 X X 0 0 0 Charles D Stokes FACHE Immediate Past Chairman 5.00 1.00 X X 0 0 0 Anthony A Armada FACHE Governor 5.00 1.00 X 0 0 0 Kurt A Barwis FACHE Governor 5.00 1.00 X 0 0 0 John Botsko Jr FACHE Governor 5.00 1.00 X 0 0 0 Nancy M DiLiegro PhD FACHE Governor 5.00 1.00 X 0 0 0 Brian C Doheny FACHE Governor 5.00 1.00 X 0 0 0 Delvecchio S Finley FACHE Governor 5.00 1.00 X 0 0 0 Teri G Fontenot FACHE Governor 5.00 1.00 X 0 0 0 Sara M Johnson FACHE Governor 5.00 1.00 X 0 0 0 Edmund L Lafer MD FACHE Governor 5.00 1.00 X 0 0 0 Michael A Mayo FACHE Governor 5.00 1.00 X 0 0 0 Carrie Owen Plietz FACHE Governor 5.00 1.00 X 0 0 0 Laura Robertson FACHE Governor 5.00 1.00 X 0 0 0 David E Schreiner FACHE Governor 5.00 1.00 X 0 0 0 Mary C Starmann-Harrison FACHE Governor 5.00 1.00 X 0 0 0 3326904 0 680210 25 0 1 0 Projectify IT Services LLC 660 E Belmont Ave Addison IL 60101 IT Consulting 246165 Porcaro Stolarek Mete Partners LLC 209 W Jackson Blvd Suite 903 Chicago IL 60606 IT Support and Consulting 228991 Abila 10800 Pecan Park Blvd Suite 400 Austin TX 78750 IT Support and Consulting 196296 Royle Printing 745 S Bird Street Sun Praire WI 53590 Printing Services 190829 Studer Group LLC 350 W Cedar Street Suite 300 Pensacola FL 32502 Consulting Services 181625 12 Membership Dues 541900 8314264 8314264 Publication Revenue 511190 965831 5322 960509 Registration Fees 561000 761695 761695 Member Review Fees 561000 60432 60432 Education Accreditation Fees 611710 46500 46500 10148722 699120 699120 37512 37512 6702405 6335457 366948 366948 366948 Sponsorship Income 900099 614933 614933 Mailing List Rental Income 900099 164430 164430 Reimbursement From Chapters 900099 25189 25189 5850 5850 810402 12062704 9219252 960509 1882943 X 173300 3145052 4255057 446657 656189 434914 71082 93442 70898 2392838 268262 907376 1268651 1324669 355564 571503 1160163 110252 Dues & Fees 87701 UBIT Expense 79753 Overhead Allocation -5196882 127325 12803766 162 301 1988801 2003734 237816 345789 588314 394992 8281993 1977937 7187277 6304056 26475567 31573462 1840280 2291560 38318217 42913894 3680429 2843802 5260062 5082366 13924164 16165536 22864655 24091704 X 15453562 18822190 15453562 18822190 38318217 42913894 -741062 4109690 0 X 0 1 X 1 0 0 1 0 4258386 645120 3613266 2721386 962099 1759287 1302221 370718 931503 6304056 Investments Held for Deferred Compensation 2291560 2291560 Deferred Compensation 2482948 Deferred Rent 2859284 Due to Foundation of the American College of Healthcare Executives 10823304 16165536 X Part X, Line 2: ACHE is a tax-exempt organization under Internal Revenue Code Section 501(c)(6). ACHE is subject to taxes on unrelated business income, which generally result from ACHE's advertising revenues. ACHE had $1,041,309 and $962,199 in gross advertising revenues and incurred $164,009 and $216,372 in income tax expense for the years ended December 31, 2019 and 2018, respectively, which is included in other expenses. The accounting standard on Accounting for Uncertainty in Income Taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBTI). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these consolidated financial statements. ACHE files Form 990 in the U.S. federal jurisdiction and the State of Illinois. 1 Institute for Diversity in Health Management 155 N Wacker Drive Ste 400 Chicago IL 60606 582094118 501(c)(3) 25000 0 General Support Illinois Performance Excellence 1501 Bradley Avenue 428 Jobst Hall Peoria IL 61625 363952696 501(c)(3) 25000 0 General Support Baldrige Foundation 1717 Pennsylvania Ave NW Ste 1025 Washington DC 20006 592891462 501(c)(3) 25000 0 General Support National Association of Latino Healthcare Executives 2800 S IH 35 Suite 155 Austin TX 78704 262033192 501(c)(3) 10000 0 General Support National Association of Health Services Executives 1050 Connecticut Avenue NW 10th Floor Washington DC 20036 621312239 501(c)(3) 10000 0 General Support Association of University Programs in Health Administration (AUPHA) 2000 14th Street N Ste 780 Arlington VA 22201 366110249 501(c)(3) 10000 0 General Support 6 0 Part I, Line 2: The Institute for Diversity in Health Management serves diverse communities across the U.S. Their mission and vision is similar to ACHE's. Senior ACHE managers collaborate with the organization on a continuous basis and thus monitor the use of ACHE's financial support. The Senior VP of Membership was on the board of directors for Illinois Performance Excellence and was able to monitor the use of contributed funds. The CEO is chairman of the Board of Overseers of the Malcolm Baldrige National Quality Award who in this role receives regular reports from the Baldrige Foundation about foundation activities. The National Association of Latino Healthcare Executives serves diverse communities across the U.S. Their mission and vision is similar to ACHE's. Senior ACHE managers collaborate with the organization on a continuous basis and thus monitor the use of ACHE's financial support. The National Association of Health Services Executives is an affinity group similar to ACHE in mission and vision. Senior ACHE managers interface with this organization on a continuous basis and thus monitor the use of ACHE's financial support. Health Administration Press (a division of ACHE's related Foundation) works with AUPHA throughout the year attending programs. AUPHA is also involved in Health Administration Press' royalty program. X 1 1 X X X X 1 1 0 Deborah J Bowen FACHE President and CEO 695063 0 100960 0 12984 0 208809 0 12695 0 1030511 0 0 0 Joseph W Cruitt CPA CGMA Senior VP and CFO 254197 0 22677 0 4004 0 33334 0 31154 0 345366 0 0 0 Cynthia A Hahn FACHE CAE Senior VP, Member Services 220982 0 20107 0 4917 0 30861 0 24402 0 301269 0 0 0 Frank W Austin Senior VP, Marketing 270192 0 0 0 889 0 13750 0 12612 0 297443 0 0 0 Anita J Halvorsen VP, Professional Development 217289 0 19325 0 3316 0 29229 0 12912 0 282071 0 0 0 Timothy R Tlusty VP, Development 174648 0 17165 0 3223 0 24597 0 31513 0 251146 0 0 0 David N Bartholomew Senior VP, Learning 211564 0 10000 0 2461 0 6490 0 12353 0 242868 0 0 0 Michael E Cunningham VP, Health Administration Press 156085 0 14416 0 2164 0 21714 0 24006 0 218385 0 0 0 Eva Chess VP, Comm. & Marketing 96791 0 15091 0 72901 0 22033 0 6988 0 213804 0 0 0 Christopher E Maynard VP, IT & CIO 186342 0 0 0 2872 0 9500 0 11863 0 210577 0 0 0 Jennifer Connelly VP, Regional Services 139015 0 6621 0 745 0 14970 0 11474 0 172825 0 0 0 Part I, Line 1a Three chairman officers, CEO, and the Governors (directors) have a spousal travel benefit. All spousal travel over the $600 IRS threshold has been reported as taxable compensation. Part I, Lines 4a-b Line 4a: Eva Chess, Vice President of Communications & Marketing, received a severance payment of $40,150 in calendar year 2019. Line 4b: Compensation of Deborah J. Bowen: Of the deferred compensation reported in Column (C) of Part II, $175,559 is attributable to an accrual from a Supplemental Executive Retirement Plan. Form 990, Part VI, Section A, line 4 Two changes were made to the ACHE bylaws in 2019: - Modification of notice requirements on dues changes - Naming the Ethics Committee as a standing committee Form 990, Part VI, Section A, line 6 ACHE has eight categories of membership: Members, Fellows, Honorary Fellows, Life Fellows, Faculty Associates, Student Associates, International Associates, and Retired Affiliates. Only Fellows, Life Fellows, and Members may vote. No other membership category has voting rights. Form 990, Part VI, Section A, line 7a Each Voting Member is entitled to one vote in the election of the member of the Council of Regents representing his or her voting jurisdiction. Only Fellows who reside in the voting jurisdiction to be represented and are employed in a healthcare management position shall be eligible to be candidates for or serve as members of the Council of Regents. Members of the Council of Regents may represent only the voting jurisdiction in which they are eligible to vote. Each Regent representing a voting jurisdiction shall have one vote on the Council of Regents. The Council of Regents has the power to elect the Chairman Officers of ACHE and to elect members of the Board of Governors. Form 990, Part VI, Section A, line 7b The Council of Regents shall serve as the primary advisory body to the Board of Governors representing the members and shall have the following powers: (a) to elect the Chairman Officers of ACHE, (b) to elect members of the Board of Governors, (c) to recommend to the Board of Governors, by majority vote at the annual meeting of the Council of Regents, the Nominating Committee (d) to recommend to the Board of Governors special committees or task forces for particular or special purposes, (e) to approve or to disapprove recommendations, reports, actions, or resolutions placed before the Council by the Officers and the Board of Governors. The Council may modify any such proposal, but, in so doing, the Council shall return it to the Board of Governors or Officers for reconsideration. A proposal so modified shall not be effective until resubmitted and approved by the Council; and (f) to make proposals and recommendations to the Board of Governors, which may be required to take action and report thereon at a subsequent meeting of the Council. Form 990, Part VI, Section B, line 11b Form 990 was sent to the Audit Committee which then met via conference call to discuss the key points of the return and allow for discussion. Any changes deemed necessary were made to the 990. Subsequent to the Audit Committee meeting the Board was sent a copy of the return and were provided time to review and comment before filing with the IRS. Form 990, Part VI, Section B, line 12c During each Board and Executive Committee meeting, those participating in the meeting are afforded the opportunity to declare any conflicts and recuse themselves from a decision if warranted. Each year the conflict of interest policy is re-executed and any new conflicts noted. Also, all staff are required to submit an annual statement regarding the conflict of interest policy and their compliance. The Human Resource department ensures that all forms are completed and returned. The HR Director reviews all statements and would investigate any potential conflict, taking action as necessary. Form 990, Part VI, Section B, line 15 The CEO's compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies, and approval by the Board Compensation Committee. All other officers and key employees have an annual comparability study done, and an independent review is done every three years. All discussions are contemporaneously documented. Form 990, Part VI, Section C, line 19 ACHE makes its bylaws, conflict of interest policy, and a summary of the consolidated audited financial report available to the public at www.ache.org. The full audited financial report is available upon request for the same period of disclosure as set forth in IRC section 6104(d). Form 990, Part IX, line 11g Consulting Fees 1,577,958. Temporary Help 434,803. Purchased Services 80,647. Publication Editing 105,457. Recruitment Fees 136,437. Records Management 12,444. Gowning & Services 20,926. Booth Exhibit Fees 11,129. Publication Design 13,037. Foundation of the ACHE 300 S Riverside Plaza Suite 1900 Chicago IL 60606 360724325 Education IL 501(c)(3) 10 American College of Healthcare Executives 1 Professional Society Services Inc & Subs 300 S Riverside Plaza Suite 1900 Chicago IL 60606 363313467 Management Services IL ACHE C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Foundation of the ACHE N 1871838 Cost Foundation of the ACHE O 2796432 Cost Foundation of the ACHE Q 528612 Cost