MGMA-ACMPE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MGMA-ACMPE (EIN 45-2766110)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-09
- IRS object ID
- 201841309349300104
- Schema version
- 2016v3.0
- 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 | 2018-05-09T23:50:34-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 370 INTERLOCKEN BLVD SUITE 500 | AddressLine1Txt |
| City | BROOMFIELD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452766110 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA-ACMPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MGMA | BusinessNameControlTxt |
| Phone | 3037991111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801125313 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA HOGEMAN | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 3037991111 | PhoneNum |
| Signature | 2018-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID TRIMNER CPA | PreparerPersonNm |
| PTIN | P00444822 | PTIN |
| Phone | 3034668822 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HALEE FISCHER-WRIGHT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 801125313 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,132,857 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.MGMA.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | ELEVATE THE PERFORMANCE OF MEDICAL PRACTICE LEADERS AND THEIR ORGANIZATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 153 | TotalEmployeeCnt |
| Total Volunteers | 462 | TotalVolunteersCnt |
| Total Gross UBI | $3,226,110 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$649,747 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,956,182 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,567,981 | CYProgramServiceRevenueAmt |
| PY Investment Income | $699,004 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,000,850 | CYInvestmentIncomeAmt |
| PY Other Revenue | $568,858 | PYOtherRevenueAmt |
| CY Other Revenue | $1,156,910 | CYOtherRevenueAmt |
| PY Total Revenue | $27,224,044 | PYTotalRevenueAmt |
| CY Total Revenue | $28,725,741 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,521 | 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 | $14,410,389 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,607,061 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,823,892 | PYOtherExpensesAmt |
| CY Other Expenses | $13,840,569 | CYOtherExpensesAmt |
| PY Total Expenses | $26,253,802 | PYTotalExpensesAmt |
| CY Total Expenses | $28,447,630 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $970,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $278,111 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $40,961,049 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,479,702 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,271,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,402,977 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,689,757 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,076,725 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO ELEVATE THE PERFORMANCE OF MEDICAL PRACTICE LEADERS AND THEIR ORGANIZATIONS BY CONNECTING MEMBERS, BUILDING PARTNERSHIPS, SETTING THE STANDARDS FOR CERTIFICATION, ADVOCATING FOR PHYSICIAN PRACTICE, AND PROVIDING INNOVATIVE SOLUTIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEMBERSHIP SERVICES: AS THE ASSOCIATION FOR PROFESSIONALS IN THE FIELD OF MEDICAL GROUP PRACTICE ADMINISTRATION, THE ASSOCIATION PROVIDED SERVICES TO ITS MEMBERS INCLUDING COMMUNICATIONS ON PERTINENT ISSUES OF THE PROFESSION, INFORMATION ON PRODUCTS AND SERVICES, AND OTHER ACTIVITIES TO PROMOTE THE MEDICAL GROUP PRACTICE ADMINISTRATION INDUSTRY AND ITS MEMBERS. THE ASSOCIATION SERVES MORE THAN 31,200 MEMBERS. IN ADDITION, THE ASSOCIATION'S GOVERNMENT AFFAIRS STAFF MONITORED AND ENGAGED IN ADVOCACY EFFORTS RELATED TO FEDERAL LEGISLATION AND REGULATIONS THAT AFFECT MEDICAL GROUP PRACTICES. THE GOVERNMENT AFFAIRS STAFF ALSO EDUCATED THE MEMBERSHIP ON HEALTH CARE NEWS, EVENTS, AND CHANGING FEDERAL REQUIREMENTS. THEY PUBLISHED 65 EDUCATIONAL ELECTRONIC NEWSLETTERS WITH AN AVERAGE CIRCULATION OF APPROXIMATELY 24,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION AND CERTIFICATION: THE ASSOCIATION PROVIDED MEDICAL PRACTICE MANAGEMENT ADMINISTRATION EDUCATION TO APPROXIMATELY 10,500 ATTENDEES, PRESENTING EDUCATION VIA FORMAL CLASSROOM PROGRAMMING ON A NATIONAL, REGIONAL AND STATE BASIS. THE ASSOCIATION PROVIDED FACE-TO-FACE EDUCATION AT CONFERENCES TO 5,600 ATTENDEES. COMPUTER-BASED AND AUDIO-CONFERENCE TRAINING WAS PRESENTED TO APPROXIMATELY 4,800 ATTENDEES. IN ADDITION, A CERTIFICATION PROGRAM IS OFFERED TO MEMBERS CONSISTING OF AN OBJECTIVE EXAM AND ESSAY EXAM. A TOTAL OF 895 OBJECTIVE AND/OR ESSAY EXAM COMPONENTS WERE GIVEN TO EXAMINEES DURING THE PERIOD. 284 MEMBERS RECEIVED CERTIFICATION CREDENTIALS DURING FY17 AND 42 INDIVIDUALS WERE ADVANCED TO FELLOW STATUS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SURVEYS AND PUBLICATIONS: THE ASSOCIATION CONDUCTED ANNUAL SURVEYS DESIGNED TO PROVIDE CRITICAL INFORMATION FOR BUSINESS PLANNING, MANAGEMENT, STAFFING, AND COMPENSATION PURPOSES. THE ASSOCIATION PUBLISHED 43 ELECTRONIC AND 7 PRINTED SURVEYS PRESENTING BENCHMARKING DATA AND SOLD APPROXIMATELY 6,800 SURVEYS. IN ADDITION, THE ASSOCIATION PUBLISHED BOOKS AND SOLD APPROXIMATELY 8,100 MANUALS AND TEXTBOOKS ON MEDICAL PRACTICE MANAGEMENT TOPICS, INCLUDING RESOURCES FROM OTHER PUBLISHERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (1) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 135 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 153 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA HOGEMAN | PersonNm |
| Phone | 3037991111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RONALD W HOLDER JR | ||||||||||
| BOARD CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| YVETTE T DORAN | ||||||||||
| VICE CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICKEY SMITH | ||||||||||
| PAST BOARD CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARIE S WALTON | ||||||||||
| FINANCE/AUDIT CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KAREN MARCELO | ||||||||||
| FINANCE/AUDIT VICE CHAIR | 1.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MIKE BISELLI | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC D CROCKETT | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY J ESHBAUGH | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| TODD D GRAGES | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM R HAMBSH | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANNE C HILL | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| KYLE D MATTHEWS | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD T SCHLOSBERG | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMANDA L SMITH | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEFFREY WILLIAM SMITH | ||||||||||
| MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES D BARRETT | ||||||||||
| FORMER MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID A KELCH | ||||||||||
| FORMER MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN P KELLY | ||||||||||
| FORMER MEMBER AT LARGE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HALEE FISCHER-WRIGHT | ||||||||||
| PRESIDENT/CEO | 44.00 | 6.00 | Yes (X) | $778,163 | $0 | $128,202 | ||||
| TODD EVENSON | ||||||||||
| COO | 44.00 | 6.00 | Yes (X) | $333,606 | $0 | $50,809 | ||||
| TINA HOGEMAN | ||||||||||
| CFO | 44.00 | 6.00 | Yes (X) | $246,657 | $0 | $30,400 | ||||
| ANDREW SWANSON | ||||||||||
| VP BUSINESS DEVELOPMENT/CONSULTING | 40.00 | $185,617 | $0 | $31,487 | Yes (X) | |||||
| SHELLY WAGGONER | ||||||||||
| VP HUMAN RESOURCES | 40.00 | $220,639 | $0 | $45,867 | Yes (X) | |||||
| TRACY WATROUS | ||||||||||
| VP CONTENT/MEMBERSHIP | 40.00 | $231,049 | $0 | $25,961 | Yes (X) | |||||
| NICK FABRIZIO | ||||||||||
| CONSULTANT | 40.00 | $284,654 | $0 | $32,086 | Yes (X) | |||||
| DAVE GANS | ||||||||||
| SR FELLOW | 40.00 | $160,434 | $0 | $32,124 | Yes (X) | |||||
| ANDERS GILBERG | ||||||||||
| SR VP GOVERNMENT RELATIONS | 40.00 | $281,245 | $0 | $45,927 | Yes (X) | |||||
| SUSAN SCHUBERT | ||||||||||
| SR ACCOUNT MANAGER | 40.00 | $158,222 | $0 | $31,979 | Yes (X) | |||||
| ROBERT TENNANT | ||||||||||
| DIRECTOR GOVERNMENT AFFAIRS | 40.00 | $161,076 | $0 | $17,470 | Yes (X) | |||||
| RICHARD HANSEN | ||||||||||
| FORMER HIGHEST COMPENSATED EMPLOYEE | 0.00 | $188,936 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,230,298 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $472,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SMG FOOD & BEVERAGE LLC | |||||
| 747 HOWARD ST 5TH FLOOR | SAN FRANCISCO | CA | 94103 | CONFERENCE FOOD AND BEVERAGE | $952,111 |
| BERLIN ROSEN LTD | |||||
| 15 MAIDEN LN SUITE 1600 | NEW YORK | NY | 10038 | PUBLIC RELATIONS | $940,906 |
| PRODUCTION RESOURCE GROUP | |||||
| 6050 S VALLEY VIEW BLVD | LAS VEGAS | NV | 89118 | AUDIO/VISUAL | $617,023 |
| WEST WING WRITERS | |||||
| 1150 CONNECTICUT AVE NW SUITE 505 | WASHINGTON | DC | 20036 | SPEECH WRITING | $590,934 |
| MARRIOTT BUSINESS SERVICES | |||||
| PO BOX 403003 | ATLANTA | GA | 30384 | CONFERENCE FOOD AND BEVERAGE | $475,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 22 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP SERVICES | 900099 | $9,853,752 | $9,853,752 | |
| CONFERENCE AND EDUCATION SERVICES | 611710 | $6,996,424 | $6,878,064 | $118,360 |
| PUBLICATION SERVICES | 511120 | $6,985,091 | $6,653,103 | $331,988 |
| CONSULTING | 541900 | $1,767,191 | $15,407 | $1,751,784 |
| EXECUTIVE PARTNERSHIPS | 900099 | $750,715 | $471,965 | $278,750 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $214,808 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $214,808 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,567,981 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,070 | TotalRevenueColumnAmt |
| Exclusion | $457,070 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $596,532 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $596,532 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,750,483 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,206,703 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $543,780 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $543,780 | TotalRevenueColumnAmt |
| Exclusion | $543,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $589,570 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $200,413 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $389,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $389,157 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| CONTRACT REVENUE | 541900 | $148,696 | $148,696 | |
| MANAGEMENT FEE | 900099 | $15,348 | $15,348 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,177 | TotalRevenueColumnAmt |
| Exclusion | $7,177 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $171,221 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,725,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,491,604 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,226,110 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,008,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,051,701 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,932,298 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $656,140 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,178,774 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,148 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,738 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,828 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,033 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,565,360 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,158,508 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,504 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,438 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,024,428 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,197 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,329,276 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,299 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,590 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,587 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| BANK CHARGES | $466,732 |
| HONORARIUM | $325,393 |
| TAXES AND LICENSES | $161,552 |
| MAINTENANCE AND REPAIRS | $144,371 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,735 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,447,630 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,991,392 | BOYAmt |
| EOY | $5,507,274 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $496,000 | BOYAmt |
| EOY | $496,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,855,382 | BOYAmt |
| EOY | $1,523,412 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,726 | BOYAmt |
| EOY | $833,923 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $798,688 | BOYAmt |
| EOY | $1,047,874 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,262,453 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,098,226 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,648,914 | BOYAmt |
| EOY | $1,164,227 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,396,898 | BOYAmt |
| EOY | $21,278,206 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,634,279 | BOYAmt |
| EOY | $9,634,280 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,661,770 | BOYAmt |
| EOY | $2,994,506 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,961,049 | BOYAmt |
| EOY | $44,479,702 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,588,963 | BOYAmt |
| EOY | $4,099,345 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,629,713 | BOYAmt |
| EOY | $9,266,365 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,616 | BOYAmt |
| EOY | $37,267 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,271,292 | BOYAmt |
| EOY | $13,402,977 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,689,757 | BOYAmt |
| EOY | $31,076,725 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,689,757 | BOYAmt |
| EOY | $31,076,725 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,961,049 | BOYAmt |
| EOY | $44,479,702 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $278,111 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,108,857 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $9,853,752 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,191,809 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,191,809 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,266,363 | AggregateReportedDuesNtcAmt |
| Taxable | -$1,074,554 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,061,665 | BeginningYearBalanceAmt |
| Contributions | $70 | ContributionsAmt |
| Investment Earnings Or Losses | $122,128 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $52,775 | OtherExpendituresAmt |
| Administrative Expenses | $6,497 | AdministrativeExpensesAmt |
| End Year Balance | $1,091,591 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $980,336 | BeginningYearBalanceAmt |
| Contributions | $127,988 | ContributionsAmt |
| Investment Earnings Or Losses | $3,937 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,596 | OtherExpendituresAmt |
| End Year Balance | $1,061,665 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,004,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,036 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $36,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $980,336 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $947,738 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $90,062 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,004,300 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $888,495 | BeginningYearBalanceAmt |
| Contributions | $7,000 | ContributionsAmt |
| Investment Earnings Or Losses | $79,643 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $27,400 | GrantsOrScholarshipsAmt |
| End Year Balance | $947,738 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.12730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.69140 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18130 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $39,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,759 | DepreciationAmt |
| Book Value | $11,897 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $942,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $532,331 | DepreciationAmt |
| Book Value | $409,808 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,280,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,538,136 | DepreciationAmt |
| Book Value | $742,522 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,164,227 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MGMA REALTY, CORP. | $9,384,280 | C |
| MGMA SERVICES, INC. | $250,000 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $9,634,280 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $2,994,506 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,994,506 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATIONS | Desc |
| Amt | $37,267 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,267 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $31,313,187 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,108,857 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $278,176 | OtherRevenueAmt |
| Revenue Not Reported | $2,387,033 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,926,154 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$200,413 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$200,413 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,725,741 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,471,462 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $823,419 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $823,419 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,648,043 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$200,413 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$200,413 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,447,630 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS SEEKING EDUCATION IN THE MEDICAL PRACTICE ADMINISTRATION FIELD. |
| PART X, LINE 2: | THE ASSOCIATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE CONSOLIDATED FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A RETURN. AFTER EVALUATING THE POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED FOR THE YEARS ENDED JUNE 30, 2017 AND 2016. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS ARE RECORDED IN THE PERIOD ASSESSED AS MANAGEMENT AND GENERAL EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF JUNE 30, 2017 AND 2016. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MGMA CENTER FOR RESEARCH, INC. REVENUE 39,353. MGMA CENTER FOR RESEARCH, INC. UNREALIZED GAINS 114,683. ACMPE SCHOLARSHIP FUND INC. REVENUE 46,108. ACMPE SCHOLARSHIP FUND INC. UNREALIZED GAINS 92,587. MGMA REALTY CORP. REVENUE 556,107. INTERCOMPANY ELIMINATIONS -570,660. ROUNDING -2. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -200,413. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | MGMA CENTER FOR RESEARCH, INC. EXPENSES 11,343. ACMPE SCHOLARSHIP FUND INC. EXPENSES 110,913. MGMA REALTY CORP. EXPENSES 1,271,019. MGMA SERVICES, INC. EXPENSES 804. INTERCOMPANY ELIMINATIONS -570,660. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -200,413. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HALEE FISCHER-WRIGHT | ||||||||||||||
| PRESIDENT/CEO | $532,695 | $0 | $220,000 | $0 | $25,468 | $0 | $112,120 | $0 | $16,082 | $0 | $906,365 | $0 | $0 | $0 |
| TODD EVENSON | ||||||||||||||
| COO | $245,566 | $0 | $87,500 | $0 | $540 | $0 | $31,175 | $0 | $19,634 | $0 | $384,415 | $0 | $0 | $0 |
| TINA HOGEMAN | ||||||||||||||
| CFO | $195,585 | $0 | $48,750 | $0 | $2,322 | $0 | $21,078 | $0 | $9,322 | $0 | $277,057 | $0 | $0 | $0 |
| ANDREW SWANSON | ||||||||||||||
| VP BUSINESS DEVELOPMENT/CONSULTING | $164,014 | $0 | $21,250 | $0 | $353 | $0 | $12,077 | $0 | $19,410 | $0 | $217,104 | $0 | $0 | $0 |
| SHELLY WAGGONER | ||||||||||||||
| VP HUMAN RESOURCES | $167,486 | $0 | $52,785 | $0 | $368 | $0 | $26,439 | $0 | $19,428 | $0 | $266,506 | $0 | $0 | $0 |
| TRACY WATROUS | ||||||||||||||
| VP CONTENT/MEMBERSHIP | $183,119 | $0 | $46,250 | $0 | $1,680 | $0 | $13,117 | $0 | $12,844 | $0 | $257,010 | $0 | $0 | $0 |
| NICK FABRIZIO | ||||||||||||||
| CONSULTANT | $175,000 | $0 | $109,114 | $0 | $540 | $0 | $31,175 | $0 | $911 | $0 | $316,740 | $0 | $0 | $0 |
| DAVE GANS | ||||||||||||||
| SR FELLOW | $157,917 | $0 | $0 | $0 | $2,517 | $0 | $17,198 | $0 | $14,926 | $0 | $192,558 | $0 | $0 | $0 |
| ANDERS GILBERG | ||||||||||||||
| SR VP GOVERNMENT RELATIONS | $253,946 | $0 | $25,679 | $0 | $1,620 | $0 | $31,175 | $0 | $14,752 | $0 | $327,172 | $0 | $0 | $0 |
| SUSAN SCHUBERT | ||||||||||||||
| SR ACCOUNT MANAGER | $84,925 | $0 | $72,927 | $0 | $370 | $0 | $17,166 | $0 | $14,813 | $0 | $190,201 | $0 | $0 | $0 |
| ROBERT TENNANT | ||||||||||||||
| DIRECTOR GOVERNMENT AFFAIRS | $160,327 | $0 | $0 | $0 | $749 | $0 | $15,772 | $0 | $1,698 | $0 | $178,546 | $0 | $0 | $0 |
| RICHARD HANSEN | ||||||||||||||
| FORMER HIGHEST COMPENSATED EMPLOYEE | $0 | $0 | $0 | $0 | $188,936 | $0 | $0 | $0 | $0 | $0 | $188,936 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | MGMA-ACMPE LEADERS AND THEIR SPOUSES ARE EXPECTED TO CONVENE AND HOST A NUMBER OF SOCIAL EVENTS AND OTHER NETWORKING ACTIVITIES AT ANNUAL CONFERENCES, SECTION/ASSEMBLY/SOCIETY MEETINGS, AND BOARD OF DIRECTOR MEETINGS. THESE EVENTS ARE DESIGNED TO FACILITATE NETWORKING AMONG LEADERS OF THE ASSOCIATIONS AND TO STIMULATE THE DEVELOPMENT OF PERSONAL RELATIONSHIPS THAT ARE ESSENTIAL FOR THE EFFECTIVE PERFORMANCE OF THE ASSOCIATIONS' LEADERSHIP TEAM. MGMA-ACMPE REIMBURSES TRAVEL EXPENSES FOR THE SPOUSES (OR SIGNIFICANT OTHERS) OF THEIR BOARD CHAIRS (OR VICE-CHAIRS WHEN ATTENDING IN LIEU OF THE BOARD CHAIR) AND FOR THE CEO FOR SELECTED MEETINGS, IN ACCORDANCE WITH THE BOARD TRAVEL REIMBURSEMENT POLICY AND WITH THE CEO'S EMPLOYMENT CONTRACT. IN THE EVENT THAT THE SPOUSE (OR SIGNIFICANT OTHER) OF AN ASSOCIATION LEADER OTHERWISE ELIGIBLE FOR SPOUSAL TRAVEL REIMBURSEMENT DOES NOT PERFORM THE EXPECTED DUTIES DESCRIBED ABOVE, ANY ASSOCIATED EXPENSE WILL NOT BE REIMBURSED BY THE ASSOCIATION. HALEE FISCHER-WRIGHT RECEIVED $387 FOR TRAVEL FOR COMPANIONS DURING THE YEAR ENDED JUNE 30, 2017. THE AMOUNT WAS INCLUDED IN TAXABLE INCOME. |
| PART I, LINE 4B | DURING THE YEAR, HALEE FISCHER-WRIGHT PARTICIPATED IN THE ORGANIZATION'S 457(F) PLAN. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE FOLLOWING: CHAIR OF THE BOARD, VICE CHAIR OF THE BOARD, IMMEDIATE PAST CHAIR OF THE BOARD AND FINANCE/AUDIT CHAIR. THE EXECUTIVE COMMITTEE SHALL REVIEW AND TAKE ACTION ON ITEMS THAT, IN THE DISCRETION OF THE CHAIR OF THE BOARD, MUST BE ACTED UPON PRIOR TO A FULL MEETING OF THE BOARD, IN SITUATIONS WHERE A MEETING WITH THE FULL BOARD IS NOT PRACTICABLE. ACTIONS OF THE EXECUTIVE COMMITTEE, OTHER THAN THOSE RELATING TO THE SALARY AND PERFORMANCE EVALUATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SHALL BE POSTED ELECTRONICALLY AS SOON AS PRACTICABLE FOR REVIEW BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE CATEGORIES OF MEMBERS ARE: INDIVIDUAL, STUDENT, FACULTY, HONORARY, DISTINGUISHED, AND LIFE. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL DUES-PAYING AND DISTINGUISHED MEMBERS HAVE THE PRIVILEGE OF VOTING ON SPECIFIED ASSOCIATION MATTERS, NAMELY THE ELECTION OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | ALL DUES-PAYING AND DISTINGUISHED MEMBERS HAVE THE PRIVILEGE OF VOTING ON SPECIFIED ASSOCIATION MATTERS, NAMELY THE ELECTION OF DIRECTORS. THEY ALSO HAVE THE PRIVILEGE OF VOTING ON ALL ASSOCIATION MATTERS REQUIRING MEMBERSHIP APPROVAL UNDER THE COLORADO REVISED NONPROFIT CORPORATION ACT, THE ARTICLES OF INCORPORATION, OR THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO WILL BE THE FIRST TO REVIEW THE FORM 990 UPON COMPLETION. THE CFO WILL THEN PRESENT THE FORM 990 TO THE FINANCE/AUDIT COMMITTEE FOR A COMPLETE DETAIL REVIEW AND THEIR APPROVAL. ONCE THE FINANCE/AUDIT COMMITTEE HAS APPROVED, THE BOARD MEMBERS WILL RECEIVE A COPY OF THE FORM 990 AND THE CHAIR WILL PRESENT THE FORM 990 FOR APPROVAL BY THE FULL BOARD PRIOR TO THE FORM 990 BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | MGMA-ACMPE'S OFFICERS, BOARD OF DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING ON AN ANNUAL BASIS ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. IF ANY CONFLICTS EXIST, THE BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON ANY MATTERS PERTAINING TO THE CONFLICT. THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY INQUIRING AT EACH BOARD MEETING WHETHER THERE HAVE BEEN ANY CHANGES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST SINCE THE BOARD MEMBERS SIGNED THE ANNUAL AFFIRMATION. ALL PROCEDURES RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. MGMA-ACMPE'S FISCAL POLICY, SECTION 2.01(A) OUTLINES THE CONFLICT OF INTEREST POLICY AND PROCEDURE. |
| FORM 990, PART VI, SECTION B, LINE 15 | MGMA-ACMPE HIRED A COMPENSATION CONSULTANT, INTEGRATED HEALTHCARE STRATEGIES, A DIVISION OF GALLAGHER BENEFIT SERVICES, INC. (GALLAGHER INTEGRATED), TO PROVIDE AN ANALYSIS OF TOTAL COMPENSATION FOR ITS CEO. THE ANALYSIS INCORPORATED ALL ASPECTS OF COMPENSATION, INCLUDING SALARY, INCENTIVES, BENEFITS, SEVERANCE, AND PREREQUISITES. THIS REPORT WAS ISSUED ON APRIL 21, 2016. THE ANALYSIS WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IN JUNE 2016. AFTER ANALYSIS AND DISCUSSION, THE EXECUTIVE COMMITTEE MADE A DECISION ON JUNE 30, 2016. THIS DECISION WAS DOCUMENTED BY THE CHAIRMAN OF THE BOARD. FOR THE REMAINING OFFICERS OF THE ASSOCIATION, COMPENSATION IS REVIEWED ON AN ANNUAL BASIS. THE LAST STUDY WAS COMPLETED IN SPRING 2017. THE STUDY IS COMPLETED BY THE VP OF HUMAN RESOURCES. THE VP ANALYZES DATA FROM MULTIPLE COMPENSATION SOURCES, INCLUDING MERCER EXECUTIVE STUDY, PRM CONSULTING GROUP MANAGEMENT STUDY, TOWERS WATSON, MOUNTAIN STATES EMPLOYERS COUNCIL (MSEC) AND AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES TO APPROPRIATELY BENCHMARK EACH POSITION TO THE MEDIAN OF THE MARKETPLACE. THIS INFORMATION IS REVIEWED WITH THE CEO. THE INFORMATION IS VALIDATED CURRENT MARKET COMPETITIVENESS AGAINST THE CURRENT COMPENSATION FOR EACH EXECUTIVE, ALL OF WHICH DEMONSTRATED ALIGNMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | MGMA-ACMPE POSTS ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ON ITS WEBSITE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | PUBLIC RELATIONS SERVICES 1,028,794. INTERIM CONSULTING SERVICES 299,000. TECHNICAL AND SERVER SUPPORT SERVICES 557,063. OTHER CONSULTING SERVICES 1,680,503. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MGMA CENTER FOR RESEARCH INC | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 840647139 | RESEARCH | CO | 501(C)(3) | LINE 10 | MGMA-ACMPE | Yes (1) |
| MGMA REALTY CORP | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 841119908 | REAL ESTATE | CO | 501(C)(2) | N/A | MGMA-ACMPE | Yes (1) |
| ACMPE SCHOLARSHIP FUND INC | ||||||||||
| 104 INVERNESS TERRACE EAST | ENGLEWOOD | CO | 80112 | 201366779 | SCHOLARSHIP PROGRAM | CO | 501(C)(3) | LINE 12A, I | MGMA-ACMPE | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 INVERNESS TERRACE EAST | AddressLine1Txt |
| City | ENGLEWOOD | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841546758 | EIN |
| Primary Activities | BUSINESS VENTURES | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MGMA-ACMPE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of EOY Assets | $25,119 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MGMA REALTY CORP | ||
| K | $555,312 | ACTUAL |
| MGMA REALTY CORP | ||
| O | $223,139 | ACTUAL |