ACADEMY HEALTH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ACADEMY HEALTH (EIN 52-1260918)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-07
- IRS object ID
- 201743119349302679
- 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 | 2017-11-07T15:26:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9737 WASHINGTONIAN BLVD 400 | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208787340 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521260918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMYHEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACAD | BusinessNameControlTxt |
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SIMPSON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2022926700 | PhoneNum |
| Signature | 2017-10-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM E TURCO CPA | PreparerPersonNm |
| PTIN | P00369217 | PTIN |
| Phone | 3012963600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-09 | IPDt |
| IP Tm | 16:04:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B807BA4C69A73CA6C24C1450FD5847F62F078646 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C19F5D3F195EC13517A150B69ABBCB37DF598FBC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR LISA SIMPSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,075,646 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ACADEMYHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TOGETHER WITH ITS MEMBERS, ACADEMYHEALTH WORKS TO IMPROVE HEALTH AND HEALTH CARE BY SUPPORTING THE PRODUCTION AND USE OF EVIDENCE TO SUPPORT POLICY AND PRACTICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 76 | TotalEmployeeCnt |
| Total Volunteers | 220 | TotalVolunteersCnt |
| Total Gross UBI | $185,298 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $81,809 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,356,772 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,801,046 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,879,202 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,035,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $67,088 | PYInvestmentIncomeAmt |
| CY Investment Income | $51,232 | CYInvestmentIncomeAmt |
| PY Other Revenue | $225,007 | PYOtherRevenueAmt |
| CY Other Revenue | $187,594 | CYOtherRevenueAmt |
| PY Total Revenue | $12,528,069 | PYTotalRevenueAmt |
| CY Total Revenue | $14,075,646 | 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 | $6,771,921 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,131,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,922,151 | PYOtherExpensesAmt |
| CY Other Expenses | $7,864,598 | CYOtherExpensesAmt |
| PY Total Expenses | $13,694,072 | PYTotalExpensesAmt |
| CY Total Expenses | $14,995,893 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,166,003 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$920,247 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,403,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,010,933 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,944,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,346,187 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,459,219 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,664,746 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TOGETHER WITH ITS MEMBERS, ACADEMYHEALTH WORKS TO IMPROVE HEALTH AND HEALTH CARE BY SUPPORTING THE PRODUCTION AND USE OF EVIDENCE TO SUPPORT POLICY AND PRACTICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,929,259 | ExpenseAmt |
| Revenue | $1,502,003 | RevenueAmt |
| Desc | PROVIDE TECHNICAL SUPPORT, TRAINING AND CONSULTATION TO SUPPORT THE DEVELOPMENT AND USE OF RIGOROUS, RELEVANT, AND TIMELY EVIDENCE TO INCREASE THE QUALITY, ACCESSIBILITY AND VALUE OF HEALTH CARE TO IMPROVE HEALTH. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,233,841 | ExpenseAmt |
| Revenue | $2,965,539 | RevenueAmt |
| Desc | CONVENE NATIONAL CONFERENCES FOR HEALTH SERVICES RESEARCHERS AND HEALTH POLICYMAKERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $511,451 | ExpenseAmt |
| Revenue | $568,232 | RevenueAmt |
| Desc | PROVIDE A FORUM FOR MEMBERSHIP OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS, AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,674,551 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 76 | 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 |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 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 | 0 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH L EDWARDS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022926700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1666 K STREET NW SUITE 1100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DARRELL J GASKIN PHD | |||||||
| CHAIR OF BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBIN NEWHOUSE PHD RN | |||||||
| VICE CHAIR OF BOARD | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CRAIG V THORNTON PHD | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANN BEAL MD MPH | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAUL WALLACE MD | |||||||
| PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EDUARDO SANCHEZ MD MPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURENCE C BAKER PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN A BLEWITT PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY S CAREY MD MPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HELEN BURSTIN MD MPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD GOLDMANN MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL O'GRADY PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHERINE HOFFMAN SCD RN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAIRE D BRINDIS DRPH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN Z AYANIAN MD MPP | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN PARENTE PHD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL C TANG MD MS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ST PETER MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHOSHANNA SOFAER DR PH | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| PETER I BUERHAUS PHD RN FAAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SIMPSON MB BCH MPH | |||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | Yes (X) | $440,946 | $0 | $149,642 | |
| DEBORAH EDWARDS | |||||||
| VP, OPERATIONS AND CFO | 40.00 | Yes (X) | $204,993 | $0 | $28,546 | ||
| ENRQIUE MARTINEZ-VIDAL | |||||||
| VP, STATE POLICY & TECH. ASSISTANCE | 40.00 | $186,713 | $0 | $27,466 | Yes (X) | ||
| MARGO EDMUNDS | |||||||
| VP, EVI. GENERATION & TRANSLATION | 40.00 | $190,929 | $0 | $15,408 | Yes (X) | ||
| BONNIE AUSTIN | |||||||
| VP | 40.00 | $184,581 | $0 | $26,247 | Yes (X) | ||
| MICHAEL GLUCK | |||||||
| SR DIR, EVI. GENERATION & TRANSLATION | 40.00 | $156,489 | $0 | $24,367 | Yes (X) | ||
| KRISTIN ROSENGREN | |||||||
| VP, STRATEGIC COMMUNICATIONS | 40.00 | $145,339 | $0 | $13,760 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,509,990 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $285,436 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| OFFICE IT SOLUTIONS | |||||
| 3509 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20008 | IT CONSULTING | $430,875 |
| MARRIOTT - BUSINESS SERVICES | |||||
| PO BOX 402642 | ATLANTA | GA | 303842642 | FOOD SERVICES & MEETING | $410,649 |
| AUDIO VISUAL ONE | |||||
| 9611 WEST FOSTER AVENUE | SCHILLER PARK | IL | 60176 | AV SERVICES | $398,160 |
| LEVY RESTAURANTS | |||||
| 980 NORTH MICHIGAN AVE | CHICAGO | IL | 606114501 | FOOD SERVICES & MEETING | $377,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 14 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $3,465,363 | GovernmentGrantsAmt |
| All Other Contributions | $5,335,683 | AllOtherContributionsAmt |
| Total Contributions | $8,801,046 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEETING REGISTRATION | 900099 | $2,965,539 | $2,965,539 |
| CONTRACT SERVICES | 900099 | $1,502,003 | $1,502,003 |
| MEMBERSHIP DUES | 900099 | $568,232 | $568,232 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,035,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,232 | TotalRevenueColumnAmt |
| Exclusion | $51,232 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $185,298 | $185,298 | |
| MAILING LIST | 900099 | $1,296 | $1,296 | |
| OTHER REVENUE | 900099 | $1,000 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $187,594 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,075,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,035,774 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $185,298 | UnrelatedBusinessRevenueAmt |
| Exclusion | $53,528 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $831,696 | TotalAmt |
| Program Services | $592,334 | ProgramServicesAmt |
| Management And General | $239,362 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,260,979 | TotalAmt |
| Program Services | $3,037,088 | ProgramServicesAmt |
| Management And General | $1,223,891 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,858 | TotalAmt |
| Program Services | $247,689 | ProgramServicesAmt |
| Management And General | $101,169 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,684 | TotalAmt |
| Program Services | $918,516 | ProgramServicesAmt |
| Management And General | $375,168 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,078 | TotalAmt |
| Program Services | $281,215 | ProgramServicesAmt |
| Management And General | $114,863 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,694 | TotalAmt |
| Management And General | $50,694 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,715 | TotalAmt |
| Management And General | $40,715 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,886 | TotalAmt |
| Program Services | $185,886 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,131 | TotalAmt |
| Program Services | $350,653 | ProgramServicesAmt |
| Management And General | $127,478 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,110 | TotalAmt |
| Program Services | $78,622 | ProgramServicesAmt |
| Management And General | $192,488 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,935 | TotalAmt |
| Management And General | $919,935 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $634,045 | TotalAmt |
| Program Services | $547,542 | ProgramServicesAmt |
| Management And General | $86,503 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,647 | TotalAmt |
| Program Services | $1,431,275 | ProgramServicesAmt |
| Management And General | $110,372 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,660 | TotalAmt |
| Management And General | $316,660 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,086 | TotalAmt |
| Management And General | $26,086 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUBCONTRACTS | $2,606,517 | $2,332,413 | $274,104 |
| EQPT RENTAL, REPAIR & M | $663,779 | $648,335 | $15,444 |
| OTHER EXPENSES | $88,199 | $22,983 | $65,216 |
| INCOME TAXES | $41,194 | $41,194 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,995,893 | TotalAmt |
| Program Services | $10,674,551 | ProgramServicesAmt |
| Management And General | $4,321,342 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $431,625 | BOYAmt |
| EOY | $1,335,582 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,169 | BOYAmt |
| EOY | $1,119,530 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,385,529 | BOYAmt |
| EOY | $1,607,533 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,535 | BOYAmt |
| EOY | $4,792 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,811 | BOYAmt |
| EOY | $167,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,905,856 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,182,327 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $477,953 | BOYAmt |
| EOY | $2,723,529 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,173 | BOYAmt |
| EOY | $1,783,127 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,061,400 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,156 | BOYAmt |
| EOY | $269,615 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,403,351 | BOYAmt |
| EOY | $9,010,933 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,066,902 | BOYAmt |
| EOY | $601,546 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,304,408 | BOYAmt |
| EOY | $1,268,072 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,364 | BOYAmt |
| EOY | $568,093 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,458 | BOYAmt |
| EOY | $2,908,476 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,944,132 | BOYAmt |
| EOY | $5,346,187 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,219 | BOYAmt |
| EOY | $3,664,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,459,219 | BOYAmt |
| EOY | $3,664,746 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,403,351 | BOYAmt |
| EOY | $9,010,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$920,247 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $125,774 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,625,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,068,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,590,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,891,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,369,278 | CurrentTaxYearAmt |
| Total | $43,545,114 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,625,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,068,804 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,590,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,891,235 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,369,278 | CurrentTaxYearAmt |
| Total | $43,545,114 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,986,171 | SubstantialContributorsTotAmt |
| Public Support Total170 | $29,558,943 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $89,402 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $104,768 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $67,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,232 | CurrentTaxYearAmt |
| Total | $406,603 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $90,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,406 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $107,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,856 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,809 | CurrentTaxYearAmt |
| Total | $479,191 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,522 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,530 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,587 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,296 | CurrentTaxYearAmt |
| Total | $33,768 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,464,676 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,523,539 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.66480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65590 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2012 AMOUNT: $ 10,522. 2013 AMOUNT: $ 8,833. 2014 AMOUNT: $ 6,530. 2015 AMOUNT: $ 5,587. 2016 AMOUNT: $ 2,296. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $185,886 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $185,886 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,810,007 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $14,995,893 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $899,795 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $224,949 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $802,871 | CurrentYearMinus3Amt |
| Current Year Minus2 | $733,574 | CurrentYearMinus2Amt |
| Current Year Minus1 | $834,704 | CurrentYearMinus1Amt |
| Current Year | $899,795 | CurrentYearAmt |
| Total | $3,270,944 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,906,416 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $154,200 | CurrentYearMinus3Amt |
| Current Year Minus2 | $171,543 | CurrentYearMinus2Amt |
| Current Year Minus1 | $235,903 | CurrentYearMinus1Amt |
| Current Year | $185,886 | CurrentYearAmt |
| Total | $747,532 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $200,718 | CurrentYearMinus3Amt |
| Current Year Minus2 | $183,394 | CurrentYearMinus2Amt |
| Current Year Minus1 | $208,676 | CurrentYearMinus1Amt |
| Current Year | $224,949 | CurrentYearAmt |
| Total | $817,737 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,226,606 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $57,577 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Other Expenditures | $13,054 | OtherExpendituresAmt |
| End Year Balance | $44,623 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $63,975 | BeginningYearBalanceAmt |
| Contributions | $100 | ContributionsAmt |
| Investment Earnings Or Losses | $54 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,552 | OtherExpendituresAmt |
| End Year Balance | $57,577 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,643 | BeginningYearBalanceAmt |
| Contributions | $1,550 | ContributionsAmt |
| Investment Earnings Or Losses | $1,299 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,517 | OtherExpendituresAmt |
| End Year Balance | $63,975 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,735 | BeginningYearBalanceAmt |
| Contributions | $4,275 | ContributionsAmt |
| Investment Earnings Or Losses | $794 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,161 | OtherExpendituresAmt |
| End Year Balance | $67,643 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $75,694 | BeginningYearBalanceAmt |
| Contributions | $110 | ContributionsAmt |
| Investment Earnings Or Losses | $54 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,123 | OtherExpendituresAmt |
| End Year Balance | $69,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,935,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $94,107 | DepreciationAmt |
| Book Value | $1,841,803 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,969,946 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,088,220 | DepreciationAmt |
| Book Value | $881,726 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,723,529 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $257,031 |
| DEFERRED LEASE LIABILITY | $2,627,118 |
| CAPITAL LEASE LIABILITY | $24,327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,908,476 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,075,646 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,075,646 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,075,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,995,893 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,995,893 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,995,893 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ALICE S. HERSH MEMORIAL AWARD PROVIDES FUNDING FOR EXCEPTIONALLY PROMISING YOUNG HEALTH SERVICE RESEARCHERS WHO SHOW POTENTIAL FOR FUTURE CONTRIBUTIONS. |
| PART X, LINE 2: | ACADEMYHEALTH IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, ACADEMYHEALTH QUALIFIES FOR CHARITABLE CONTRIBUTION DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, TOTALED $185,298 AND $130,641, RESPECTIVELY. MANAGEMENT EVALUATED ACADEMYHEALTH'S TAX POSITIONS AND CONCLUDED THAT ACADEMYHEALTH HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, ACADEMYHEALTH IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2013. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA SIMPSON MB BCH MPH | ||||||||||||||
| PRESIDENT AND CEO | $401,865 | $0 | $37,200 | $0 | $1,881 | $0 | $124,121 | $0 | $29,806 | $0 | $594,873 | $0 | $0 | $0 |
| DEBORAH EDWARDS | ||||||||||||||
| VP, OPERATIONS AND CFO | $201,006 | $0 | $3,550 | $0 | $437 | $0 | $20,200 | $0 | $11,631 | $0 | $236,824 | $0 | $0 | $0 |
| ENRQIUE MARTINEZ-VIDAL | ||||||||||||||
| VP, STATE POLICY & TECH. ASSISTANCE | $183,313 | $0 | $2,663 | $0 | $737 | $0 | $18,700 | $0 | $12,821 | $0 | $218,234 | $0 | $0 | $0 |
| MARGO EDMUNDS | ||||||||||||||
| VP, EVI. GENERATION & TRANSLATION | $185,638 | $0 | $3,195 | $0 | $2,096 | $0 | $14,560 | $0 | $2,632 | $0 | $208,121 | $0 | $0 | $0 |
| BONNIE AUSTIN | ||||||||||||||
| VP | $180,660 | $0 | $3,550 | $0 | $371 | $0 | $17,900 | $0 | $10,873 | $0 | $213,354 | $0 | $0 | $0 |
| MICHAEL GLUCK | ||||||||||||||
| SR DIR, EVI. GENERATION & TRANSLATIO | $155,920 | $0 | $0 | $0 | $569 | $0 | $16,021 | $0 | $12,579 | $0 | $185,089 | $0 | $0 | $0 |
| KRISTIN ROSENGREN | ||||||||||||||
| VP, STRATEGIC COMMUNICATIONS | $141,679 | $0 | $3,550 | $0 | $110 | $0 | $13,760 | $0 | $1,555 | $0 | $160,654 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | LISA SIMPSON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN. THE ORGANIZATION CONTRIBUTION TO THE PLAN FOR THE CALENDAR YEAR WAS $79,000. |
| PART I, LINE 7 | BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ACADEMYHEALTH HAS A DYNAMIC MEMBERSHIP COMMUNITY OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS, AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH, AND TRANSLATING THE BEST AVAILABLE RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. |
| FORM 990, PART VI, SECTION A, LINE 7A | ACADEMYHEALTH HAS MEMBERS THAT CAN VOTE FOR THE SLATE OF BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT FORM BEFORE FILING. THE SUBMITTED FORM IS SHARED WITH THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS PART OF THE BYLAWS AND IT WAS RECENTLY UPDATED. AT THE BEGINNING OF EACH YEAR, THE BOARD AND KEY OFFICIALS ARE ASKED TO REVIEW THE POLICY, COMPLETE THE FORM, SIGN AND SUBMIT (TYPICALLY THESE ARE COLLECTED AT THE DECEMBER BOARD MEETING). |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2012, ACADEMYHEALTH HIRED AN INDEPENDENT CONSULTING FIRM TO CONDUCT A COMPLETE REVIEW THE COMPENSATION STRUCTURE (INCLUDING CEO POSITION) TO ASSESS OUR ALIGNMENT WITH THE CURRENT MARKET AND COMPETITIVE POSITION. AS COMPS, THE FIRM USED PUBLISHED SURVEYS REPORTED DETAILED COMPENSATION DATA FROM VARIOUS LABOR MARKETS, INCLUDING WASHINGTON, DC ASSOCIATIONS, NONPROFITS, AND ORGANIZATIONS WITH 35-59 FULL-TIME EMPLOYEES AND OPERATING BUDGETS OF $8.0 TO 15 MILLION. THE COMPENSATION DATA FROM THE SURVEY INCLUDED BASE SALARY AND TOTAL CASH COMPENSATION DATA AT THE 25TH, 50TH (MEDIAN), AND 75TH PERCENTILES, WHERE AVAILABLE. THE FIRM ALSO COLLECTED COMPENSATION DATA FROM PEER ORGANIZATIONS FOR CERTAIN SENIOR POSITIONS. THE FIRM ALONG WITH ACADEMYHEALTH'S HR DIRECTOR ASSESSED ALL THE JOB DESCRIPTIONS, COMPARED THE COMPENSATION FOR EACH INDIVIDUAL JOB AGAINST THE MARKET AND EVALUATED ACADEMYHEALTH'S COMPETITIVE POSITIONING. THE RESULTS: - THE FIRM CONSIDERS A SALARY THAT IS BETWEEN 90% AND 110% OF MARKET MEDIAN TO BE WITH COMPETITIVE RANGE. BASED ON THEIR ANALYSIS ACADEMYHEALTH BASE SALARIES ARE ON AVERAGE 98% OF MARKET MEDIAN. SOME JUNIOR POSITIONS WERE BELOW THE RANGE. - THE FIRM IDENTIFIED COMPRESSION AT THE TOP LEVELS PARTICULARLY AT THE DIRECTOR (LEVEL 6) AND VICE PRESIDENT (LEVEL 8) LEVELS AND THEREFORE RECOMMENDED THE DEVELOPMENT OF A LEVEL 7-SENIOR DIRECTOR. IT WAS REPORTED THAT MORE NONPROFITS AND SMALLER ORGANIZATIONS ARE BEGINNING TO SEE THE NEED FOR A SENIOR LEVEL BELOW THEIR EXECUTIVE MANAGEMENT TEAM. THE FIRM PROPOSED THE IMPLEMENTATION OF MORE DETAILED LEVEL DESCRIPTIONS (TO BETTER DISTINGUISH EACH OF THE VARYING ROLES, DUTIES AND RESPONSIBILITIES AT EACH LEVEL) AND A NEW SALARY STRUCTURE FOR THE PROPOSED ORGANIZATIONAL LEVELS. CREATING A NEW SALARY STRUCTURE WILL HELP CREATE WIDER RANGE SPREADS IN THE UPPER LEVELS TO ALLOW FOR INCUMBENTS AT THAT LEVEL TO STAY IN THEIR POSITIONS LONGER AND TO PROVIDE MORE OPPORTUNITY FOR GROWTH. HOW ARE SALARY INCREASES IMPLEMENTED? ALL STAFF INCLUDING THE CEO HAS A JOB DESCRIPTION AND GOALS DEVELOPED TO BE LINKED TO ANNUAL CORPORATE AND TEAM GOALS. ACADEMYHEALTH NOW USES SUCCESS FACTORS (A CLOUD-BASED PERFORMANCE MANAGEMENT SYSTEM) TO DOCUMENT AND TRACK INDIVIDUAL PROGRESS ON STATED GOALS. AT THE END OF THE YEAR, STAFF MEMBERS ARE EVALUATED BY THEIR SUPERVISOR (AND SUBORDINATES IF THE INDIVIDUAL IS A MANAGER) ON: 1) ACHIEVING SPECIFIC GOALS, 2) CORE ORGANIZATIONAL COMPETENCIES AND 3) FOR MANAGERS- ROLE SPECIFIC COMPETENCIES RELATED TO LEADERSHIP, MANAGING PERFORMANCE AND PROJECT MANAGEMENT. THE RESULT IS A SCORE BY AREA AND OVERALL SCORE-FROM 1 TO 3. THE SCORES ARE LINKED WITH A RANGE OF PERCENTAGE INCREASES, SUCH AS A SCORE OF 2-2.5 WOULD EQUAL A SALARY INCREASE OF 2.5-3%. THE EXECUTIVE TEAM AND HR DIRECTOR (LEVEL 8 AND CEO) REVIEWS ALL PROPOSED INCREASES FOR THOSE STAFF AT LEVEL 7 AND BELOW) TO ENSURE THE INCREASES ARE APPLIED CONSISTENTLY AND WITHIN SALARY BANDS. THE CEO FOLLOWS THE SAME PROCEDURE FOR THE EXECUTIVE TEAM THAT SHE MANAGES WITH CONSULTATION WITH THE HR DIRECTOR WHO SHE DOES NOT SUPERVISE. SIMILARLY, THE CEO DEVELOPS SPECIFIC GOALS WITH STATED EVALUATION MEASURES INCLUDING MEASURES TO ACHIEVE VARIABLE COMPENSATION/BONUS. AFTER YEAR-END, THE DATA IS COMPILED AND THE CEO MEETS WITH THE EXECUTIVE COMMITTEE IN PERSON FOR A FULL REVIEW. THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A SALARY INCREASE USUALLY BASED ON THE SAME RANGE AS OTHER STAFF (EXAMPLE ABOVE) AND A PROPOSED BONUS WHICH IS BASED ON ACHIEVING STATED GOALS AND EVALUATED AS DOCUMENTED AT THE BEGINNING OF THE YEAR. THE PROPOSE INCREASE AND BONUS IS COMPARED WITH THE INDUSTRY DATA PROVIDED BY THE CONSULTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACADEMYHEALTH PROVIDES BYLAWS, CONFLICT OF INTEREST DATA AND AUDITED FINANCIAL STATEMENTS TO THE PUBLIC UPON A SPECIFIC REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COALITION FOR HEALTH SERVICES RESEARCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 17TH STREET NW SUITE 600 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521227634 | EIN |
| Primary Activities | SHARED EMPLOYEES; DORMANT SINCE 2012 | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACADEMYHEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 |