2017-08-10T09:59:51-05:00 2016-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2016-01-01 223020486 ACADEMY OF MANAGED CARE PHARMACY ACAD 7036838416 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 SUSAN CANTRELL CEO 7036838416 2017-08-04 1 YONG ZHANG CPA P01249785 7033366400 108.171.131.186 2017-08-04 10:03:47 ED P B203A4A8A6E61DBC561768F9DF64C20883389877 B203A4A8A6E61DBC561768F9DF64C20883389877 2016 2021-01-29 14:40:06Z X AMCP SUSAN CANTRELL 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 17666828 0 X HTTP://WWW.AMCP.ORG X 1989 NJ TO EMPOWER ITS MEMBERS TO SERVE SOCIETY BY USING SOUND MEDICATION MANAGEMENT PRINCIPLES AND STRATEGIES TO IMPROVE HEALTH CARE FOR ALL. 11 11 46 350 1133004 -2298 2410 95735 12460452 14719254 186521 2108 194821 484542 12844204 15301639 22835 91800 0 0 4920094 5489991 0 0 0 6780959 7886637 11723888 13468428 1120316 1833211 14631548 17574533 4816808 5378367 9814740 12196166 X TO EMPOWER ITS MEMBERS TO SERVE SOCIETY BY USING SOUND MEDICATION MANAGEMENT PRINCIPLES AND STRATEGIES TO IMPROVE HEALTH CARE FOR ALL. 0 0 EDUCATIONAL SYMPOSIA - AN ANNUAL MEETING, A NEXUS CONFERENCE, PARTNERSHIP FORUMS AND OTHER CONFERENCES/SYMPOSIA THAT OFFER PROFESSIONAL EDUCATION TO BUILD CONTEMPORARY SKILLS IN PHARMACEUTICAL CARE. JOURNAL - THE "JOURNAL OF MANAGED CARE & SPECIALTY PHARMACY" PROVIDES APPLIED PROFESSIONAL & SCIENTIFIC INFORMATION TO ADVANCE PHARMACY'S CONTRIBUTION TO PATIENT CARE IN MANAGED HEALTH CARE SYSTEMS. THE JOURNAL IS PUBLISHED TWELVE TIMES A YEAR. GOVERNANCE - VOLUNTEER LEADERSHIP ACTIVITIES OF AMCP MEMBERS INCLUDE BOARD DIRECTORS, COMMITTEE AND TASK FORCE MEETINGS, PROJECTS AND PROGRAMS THAT ENHANCE AMCP MEMBER BENEFITS AND SERVICES. GENERAL INDIVIDUAL MEMBERSHIP SERVICES - MEMBERS BENEFIT FROM SERVICES PROVIDED BY THE ORGANIZATION, INCLUDING THE FOLLOWING: CONTINUING EDUCATION, NEWSLETTERS AND CAREER REFERRALS, PUBLICATIONS AND WEBINARS. GENERAL CORPORATE MEMBERSHIP SERVICES - COMPLIMENTARY REGISTRATIONS TO AMCP MEETING, DISCOUNTS ON EXHIBITOR FEES, LIMITED FREE AMCP MEMBERSHIPS (INCLUDES ALL INDIVIDUAL MEMBER BENEFITS). 0 0 0 1 0 0 0 0 0 1 0 0 0 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 95 0 1 46 1 1 1 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 VA X SUSAN CANTRELL CEO 7036838416 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 BABETTE EDGAR PRESIDENT 1.00 X X 0 0 0 DIANA BRIXNER PRESIDENT - ELECT 1.00 X X 0 0 0 RAULO FREAR PHARMD PAST PRESIDENT 1.00 X X 0 0 0 JAMES MARTTILA TREASURER 1.00 X X 0 0 0 JAMES T KENNEY JR RPH MBA DIRECTOR 1.00 X 0 0 0 LYNN NISHIDA RPH DIRECTOR 1.00 X 0 0 0 GARY MITCHELL OWENS MD DIRECTOR 1.00 X 0 0 0 DEB SCHERING CURRY DIRECTOR 1.00 X 0 0 0 CYNTHIA J PIGG DIRECTOR 1.00 X 0 0 0 JANEEN MCBRIDE RPH MBA DIRECTOR 1.00 X 0 0 0 DANA DAVIS MCCORMICK RPH PAST PRESIDENT 1.00 X X 0 0 0 SUSAN CANTRELL CEO 37.50 0.50 X 368969 0 34971 JOHANN DE CASTRO FORMER VP FINANCE & ADMIN 37.50 0.50 X 171456 0 12614 CHARLES DRAGOVICH VP OF STRATEGIC ALLIANCES & CORPORATE SERVICES 37.50 X 222605 0 14120 BERNADETTE EICHELBERGER PROGRAM DIRECTOR 37.50 X 177140 0 19444 MARY JO CARDEN VP OF GOVERNMENT & PHARMACY AFFAIRS 37.50 X 268991 0 16377 APRIL SHAUGHNESSY VP OF GOVERNANCE 37.50 X 169079 0 18485 RUBINA SINGH VP OF EDUCATION & TRAINING 37.50 X 186438 0 6229 THOMAS DONNELLY VP OF SAFPHIR 37.50 X 159833 0 20578 TERRY RICHARDSON DIRECTOR OF PRODUCT DEVELOPMENT 37.50 X 137753 0 7613 1862264 0 150431 14 0 1 0 ACADEMY OF HEALTHCARE LEARNING LLC 630 MADISON AVE MANALAPAN NJ 07726 CONSULTING 471266 SMG FOOD AND BEVERAGE LLC 747 HOWARD ST SAN FRANCISCO CA 94103 FOOD & BEVERAGE - CONVENTION 364649 RAMPY NORTHRUP LLP 455 MASSACHUSETTS AVE NW 12TH FLO WASHINGTON DC 20001 LOBBYING 121200 HAPPE CONSULTING LLC 19905 SANDYEDGE DRIVE CORNELIUS NC 28031 EDITOR JMCP 120000 VENABLE LLP PO BOX 630798 BALTIMORE MD 21263 LEGAL FEES 115988 5 95735 95735 CONFERENCE REG. 900099 6086938 4918385 1168553 SPONSORSHIP 900099 4063419 4063419 MEMBERSHIP DUES 900099 2362491 2362491 PUBLICATION 541800 2206406 1073402 1133004 14719254 212135 212135 9189 9189 2155162 2344482 20707 -189320 -20707 -210027 -210027 OTHER INCOME 900099 475353 475353 475353 15301639 8354278 1133004 5718622 X 89800 2000 1021319 4041970 58949 51210 316543 97967 59418 121200 18618 3190816 40093 191051 81277 407820 471402 1941392 8302 110507 79859 PRINTING 329078 POSTAGE 260328 BANK FEES 232410 AWARDS 29116 215983 13468428 300 300 3099296 4006053 2054549 2069519 100000 0 150947 246023 2014285 314655 226571 1699630 8730599 9267082 269286 285926 14631548 17574533 1079061 1715333 3654277 2590425 83470 1072609 4816808 5378367 X 9797829 12196166 16911 0 9814740 12196166 14631548 17574533 1833211 548215 0 X X 0 1 X 1 0 0 0 0 2362491 390017 390017 427894 -37877 1189677 9012 1180665 824608 305643 518965 1699630 CAPITAL LEASE PAYABLE 3726 DEFERRED TENANT IMPROVEMENTS 1050883 DEFERRED COMP LIABILITY 18000 1072609 X 16403666 548215 553812 1102027 15301639 0 15301639 14004127 535699 535699 13468428 0 13468428 PART X, LINE 2: UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC), AMCP IS NOT SUBJECT TO INCOME TAX ON ITS EXEMPT ACTIVITIES. AMCP HAS CERTAIN UNRELATED BUSINESS ACTIVITIES THAT ARE SUBJECT TO FEDERAL AND VIRGINIA INCOME TAXES. NO PROVISION FOR INCOME TAXES WAS REQUIRED AT DECEMBER 31, 2016, AS THESE ACTIVITIES GENERATED AN INSIGNIFICANT AMOUNT OF UNRELATED BUSINESS INCOME. MANAGEMENT EVALUATED THE ACADEMY'S TAX POSITIONS AND CONCLUDED THAT THE ACADEMY HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE ACADEMY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM AFFILIATE 876,659. CONSOLIDATED AUDIT ELIMINATIONS -322,847. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE OF AFFILIATE 858,546. CONSOLIDATED AUDIT ELIMINATIONS -322,847. 1 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 675 N WASHINGTON ST 220 ALEXANDRIA VA 22314 223107061 501(C)(3) 85000 PROGRAM SUPPORT 1 0 PART I, LINE 2: AWARDS/SCHOLARSHIPS/GRANTS RECOGNIZE PROFESSIONALS WHO HAVE SHOWN GREAT LEADERSHIP, VISION AND DEDICATION TO MANAGED CARE PHARMACY, AND PHARMACY STUDENTS AND RESIDENTS OR FELLOWS WHO SUBMIT THE MOST OUTSTANDING POSTERS. X X X X X 1 0 0 SUSAN CANTRELL CEO 309840 0 58000 0 1129 0 18000 0 16971 0 403940 0 0 0 JOHANN DE CASTRO FORMER VP FINANCE & ADMIN 140222 0 10971 0 20263 0 1257 0 11357 0 184070 0 0 0 CHARLES DRAGOVICH VP OF STRATEGIC ALLIANCES & CORPORAT 187187 0 34728 0 690 0 5867 0 8253 0 236725 0 0 0 BERNADETTE EICHELBERGER PROGRAM DIRECTOR 147445 0 29002 0 693 0 4694 0 14750 0 196584 0 0 0 MARY JO CARDEN VP OF GOVERNMENT & PHARMACY AFFAIRS 219891 0 48884 0 216 0 7137 0 9240 0 285368 0 0 0 APRIL SHAUGHNESSY VP OF GOVERNANCE 154946 0 13153 0 980 0 5101 0 13384 0 187564 0 0 0 RUBINA SINGH VP OF EDUCATION & TRAINING 151162 0 34886 0 390 0 4931 0 1298 0 192667 0 0 0 THOMAS DONNELLY VP OF SAFPHIR 150143 0 9000 0 690 0 0 0 20578 0 180411 0 0 0 PART I, LINE 4A DURING THE YEAR THERE WAS A SEVERANCE PAYMENT MADE TO THE FORMER VP OF FINANCE. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2 AND IN FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II. DUE TO THE CONFIDENTIAL NATURE OF THE TERMS OF THE SEVERANCE AGREEMENT, THE DETAILS WILL BE PROVIDED TO THE IRS UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING MEMBERS: ACTIVE MEMBERS, ASSOCIATE MEMBERS, CORPORATE, HONORARY MEMBERS, STUDENT PHARMACIST MEMBERS, PHARMACY TECH AND RESIDENT/FELLOW/GRADUATE STUDENT MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A NOMINATION OF DIRECTORS AND OFFICERS: NOMINATIONS FOR DIRECTOR AND OFFICER POSITIONS SHALL BE MADE BY THE COMMITTEE ON NOMINATIONS. THE COMMITTEE ON NOMINATIONS SHALL CONSIST OF SIX (6) MEMBERS: FIVE (5) ACTIVE MEMBERS AND VOTING CORPORATE MEMBER REPRESENTATIVES, INCLUDING THE CHAIRPERSON, AND ONE (1) NON-VOTING STAFF MEMBER. A NON-VOTING ALTERNATE ACTIVE MEMBER OR VOTING CORPORATE MEMBER REPRESENTATIVE WILL ALSO BE SELECTED. ALL COMMITTEE MEMBERS ARE SELECTED BY THE CHAIRPERSON AND APPROVED BY THE PRESIDENT. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR THE FOLLOWING ELECTED POSITIONS, WHICH ARE OR WILL BE VACANT: PRESIDENT-ELECT, AND TREASURER. THE COMMITTEE MUST SUBMIT FOR ELECTION TWO CANDIDATES FOR EACH POSITION OF DIRECTOR THAT WILL BECOME VACANT. CANDIDATES WILL BE CHOSEN FROM AMONG THE NOMINATIONS MADE OR RECEIVED AND APPROVED BY THE MAJORITY OF THE MEMBERS OF THE COMMITTEE ON NOMINATIONS, PROVIDED THAT PERSONS NOMINATED HAVE GIVEN THEIR CONSENT. THE SCHEDULE FOR THE NOMINATION AND ELECTION OF DIRECTORS AND OFFICERS SHALL BE APPROVED ANNUALLY BY THE CURRENT CORPORATION BOARD OF DIRECTORS SO THAT THE ELECTION IS CERTIFIED NOT LATER THAN THIRTY (30) DAYS PRIOR TO THE MEETING WHERE THE NEWLY ELECTED DIRECTORS AND OFFICERS WILL BE INSTALLED. THE CORPORATION BOARD OF DIRECTORS SHALL ESTABLISH A DATE BY WHICH ALL BALLOTS FOR THE ELECTION OF DIRECTORS AND OFFICERS MUST BE RETURNED AND SHALL BE CONSIDERED THE CLOSING DATE OF THE ELECTION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION WILL REVIEW THE 990 FORM INTERNALLY, FIRST, BY VP OF FINANCE AND THE CEO. THE FORM WILL THEN BE SUBMITTED TO THE MEMBERS OF ITS GOVERNING BODY FOR REVIEW BEFORE SUBMITTAL OF THE 990 FORM TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PRIOR TO THE START OF ALL BOARD OF DIRECTOR MEETINGS, THE ACADEMY'S CONFLICT OF INTEREST POLICY IS REVIEWED; SHOULD CONVERSATION MOVE INTO AREAS OF POSSIBLE CONFLICT OF INTEREST/ANTI-TRUST, THE GROUP IS REDIRECTED BY THE CHAIR OR LEGAL COUNSEL. FORM 990, PART VI, SECTION B, LINE 15A ANNUALLY, THE EXECUTIVE COMMITTEE OF THE ACADEMY IS RESPONSIBLE TO EVALUATE THE PERFORMANCE OF THE CEO AND REVIEW PROCESS TO DETERMINE THE MERIT FOR SETTING OR INCREASING THE COMPENSATION FOR THE ACADEMY'S CEO. THE CEO, IN CONJUNCTION WITH THE VP OF HUMAN RESOURCES SET THE COMPENSATION OF THE TOP MANAGEMENT AND KEY EMPLOYEES OF THE ORGANIZATION, AND DECISIONS ARE DOCUMENTED AS WELL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES 1,314,476. OTHER CONTRACT SERVICES 1,876,340. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. FORM 990, PART VI, LINE 7B: RIGHTS OF MEMBERS INCLUDE: ACTIVE MEMBERS (AS DEFINED IN SECTION 3.3(A)), RESIDENT/ FELLOW/GRADUATE STUDENT MEMBERS (AS DEFINED IN SECTION 3.3(F) AND VOTING CORPORATE MEMBER REPRESENTATIVES (AS DEFINED IN SECTION 3.3(C)) AND HONORARY MEMBERS (AS DEFINED IN SECTION 3.3(D) AND SECTION 3.4(D)) THAT ARE OTHERWISE ELIGIBLE FOR THE ACTIVE MEMBER CATEGORY OF MEMBERSHIP AS DEFINED IN SECTION 3.2 SHALL BE ELIGIBLE TO VOTE IN THE CORPORATION. THE ACTIVE MEMBERS, VOTING CORPORATE MEMBER REPRESENTATIVES AND HONORARY MEMBERS SHALL BE REFERRED TO COLLECTIVELY AS THE "VOTING MEMBERS". ACTIVE MEMBERS AND VOTING CORPORATE MEMBER REPRESENTATIVES IN GOOD STANDING SHALL BE ELIGIBLE TO HOLD THE OFFICES OF TREASURER AND DIRECTOR IN THE CORPORATION. ONLY PHARMACISTS (AS DEFINED IN SECTION 3.2(A)) THAT EITHER (I) HOLD MEMBERSHIP IN THE ACTIVE MEMBER CATEGORY OR (II) SERVE AS THE VOTING CORPORATE MEMBER REPRESENTATIVE IN GOOD STANDING SHALL BE ELIGIBLE FOR THE PRESIDENCY OF THE CORPORATION. ASSOCIATE MEMBERS, DESIGNATED NON-VOTING CORPORATE MEMBERS, AND STUDENT PHARMACIST MEMBERS SHALL BE NONVOTING MEMBERS OF THE CORPORATION. HONORARY MEMBERS MAY VOTE AND HOLD OFFICE IN ACCORDANCE WITH SECTION 3.4(A) AND SECTION 3.4(B) IF OTHERWISE ELIGIBLE FOR THE ACTIVE MEMBER CATEGORY OF MEMBERSHIP. NO DUES SHALL BE REQUIRED OF HONORARY MEMBERS. ALL MEMBERS IN GOOD STANDING SHALL HAVE THE RIGHT TO ATTEND MEETINGS OF THE MEMBERS OF THE CORPORATION, TO RECEIVE THE CORPORATION'S PUBLICATIONS, TO RECEIVE A REVIEWED FINANCIAL STATEMENT UPON REQUEST AND AS AVAILABLE, AND TO RECEIVE MISCELLANEOUS SERVICES AVAILABLE FROM TIME TO TIME TO THE MEMBERSHIP. ACADEMY OF MANAGED CARE PHARMACY FOUNDATION 675 N WASHINGTON STREET NO 220 ALEXANDRIA VA 22314 223107061 TO FOSTER RESEARCH & EDUCATION AND ADVANCE THE KNOWLEDGE OF PHARMACY. NJ 501(C)(3) LINE 12A, I ACADEMY OF MANAGED CARE PHARMACY 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 ACADEMY OF MANAGED CARE PHARMACY FOUNDATION Q 216126 FMV ACADEMY OF MANAGED CARE PHARMACY FOUNDATION B 85000 CASH