FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION OF THE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES (EIN 36-0724325)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-28
- IRS object ID
- 201542409349300619
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-28T12:08:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360724325 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation of the American College of | BusinessNameLine1Txt |
| Business Name Line2 | Healthcare Executives | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3124242800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Street No 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Deborah J Bowen | PersonNm |
| Person Title | President and CEO | PersonTitleTxt |
| Phone | 3124242800 | PhoneNum |
| Signature | 2015-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Wayne Harder | PreparerPersonNm |
| PTIN | P00294296 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Deborah J Bowen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Street No 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $65,471,243 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ache.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | Conduct research activities and provide continuing education opportunities through seminars, workshops, conferences, and publications. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 140 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $542,674 | PYContributionsGrantsAmt |
| CY Contributions Grants | $210,132 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,918,875 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,907,426 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,630,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,423,158 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,468,794 | PYOtherRevenueAmt |
| CY Other Revenue | $4,017,049 | CYOtherRevenueAmt |
| PY Total Revenue | $16,560,462 | PYTotalRevenueAmt |
| CY Total Revenue | $18,557,765 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $79,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $102,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,789,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,958,774 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $4,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $187,462 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,063,359 | PYOtherExpensesAmt |
| CY Other Expenses | $10,011,204 | CYOtherExpensesAmt |
| PY Total Expenses | $11,936,015 | PYTotalExpensesAmt |
| CY Total Expenses | $13,071,978 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,624,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,485,787 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $53,345,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,212,266 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,797,483 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,813,902 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,547,560 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $54,398,364 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Foundation of the American College of Healthcare Executives ("The Foundation") is to produce educational programs and publications that further the healthcare executive community. Its educational offerings include the annual Congress on Healthcare Leadership, which draws more than 4,000 participants each year. The Foundation's publishing division, Health Administration Press, is one of the largest publishers of books and journals on all aspects of health services management including textbooks for use in college and university courses. The division of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. A philanthropic initiative of the Foundation was created to bring innovation to the forefront of healthcare leadership. Through such efforts, the Foundation works toward its goal of improving healthcare delivery. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,591,850 | ExpenseAmt |
| Grant | $17,500 | GrantAmt |
| Revenue | $5,198,159 | RevenueAmt |
| Desc | The Foundation's seminars, conferences, and distant learning programs provide special opportunities for healthcare executives to learn from colleagues at national and regional events. The programs feature speakers who address a broad spectrum of healthcare management and executive leadership topics. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,660,023 | ExpenseAmt |
| Revenue | $3,810,916 | RevenueAmt |
| Desc | Publication of Educational Books and Journals - Health Administration Press (HAP), the publishing division of ACHE, publishes management books, textbooks used in healthcare administration programs at universities, and journals, including Frontiers of Health Services Management and the Journal of Healthcare Management. HAP also offers self-study courses. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,843,175 | ExpenseAmt |
| Revenue | $4,123,586 | RevenueAmt |
| Desc | The Congress on Healthcare Leadership provides continuing education opportunities, networking and peer-learning, and the latest information to address the challenges faced by healthcare executives. The annual conference was attended by more than 4,000 participants. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $822,115 | ExpenseAmt |
| Grant | $84,500 | GrantAmt |
| Desc | The department of research conducts research in multiple healthcare management areas, including career attainments of healthcare executives and trends affecting the profession. Studies are done through a variety of formats such as surveys and annual reports that explore current and future issues confronting hospital CEOs and the extent of the hospital CEO turnover among other topics. The Foundation conducts research using interviews, surveys, and focus groups of healthcare executives. The Foundation also administers a voluntary giving program. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $822,115 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $84,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $8,917,163 | 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 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 393 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stasia Kocon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124249333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Street Suite | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 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 |
|---|---|---|---|---|---|---|---|---|---|
| Diana M Smalley FACHE | |||||||||
| Chairman/Immediate Past Chairman | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $987 | $0 | ||
| Christine Candio FACHE | |||||||||
| Chairman Elect/Chairman | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $5,375 | $0 | ||
| Gayle L Capozzalo FACHE | |||||||||
| Immediate Past Chairman | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard D Cordova FACHE | |||||||||
| Governor/Chairman Elect | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $1,002 | $0 | ||
| Kathleen A Bizarro FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| James W Connolly | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| CAPT Robert S Fry PhD FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| John L Harrington Jr FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $694 | $0 | |||
| Michael A King FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcel C Loh FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $1,216 | $0 | |||
| Timothy A Ols FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| David A Olson FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Andrea R Price FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Vanda L Scott EdD FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Sunil K Sinha MD FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $600 | $0 | |||
| Charles D Stokes | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $604 | $0 | |||
| Lori L Wightman FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Stephen C Waldhoff FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Christine C Winn FACHE | |||||||||
| Governor | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah Jean Bowen FACHE | |||||||||
| President and CEO | 20.00 | 20.00 | Yes (X) | $0 | $676,939 | $313,516 | |||
| Elizabeth A Summy CAE | |||||||||
| Executive Vice President and COO | 20.00 | 20.00 | Yes (X) | $0 | $312,744 | $55,404 | |||
| Edmund J Dietrich FACHE CPA | |||||||||
| Vice President and CFO | 20.00 | 20.00 | Yes (X) | $0 | $203,330 | $25,539 | |||
| Maureen C Glass FACHE CAE | |||||||||
| Senior VP - Health Admin Press | 40.00 | 0.10 | $0 | $210,422 | $32,683 | Yes (X) | |||
| Susan E Lawler PhD | |||||||||
| VP - Professional Development | 40.00 | 0.10 | $0 | $180,588 | $16,590 | Yes (X) | |||
| Theresa M Somrak | |||||||||
| Associate Dir. - Prof. Development | 40.00 | 0.00 | $0 | $111,502 | $19,656 | Yes (X) | |||
| Leslie A Athey | |||||||||
| Director - Research | 40.00 | 0.00 | $0 | $114,327 | $20,269 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,820,330 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $483,657 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| Brightkey Inc | |||||
| 9050 Junction Drive | Annapolis Junction | MD | 20701 | Order Fulfillment/Warehousing | $295,694 |
| Royle Printing | |||||
| 745 S Bird Street | Sun Prairie | WI | 53590 | Printing Services | $290,119 |
| United Fulfillment | |||||
| 9913 S 78th Avenue | Hickory Hills | IL | 60457 | Printing & Mailing Services | $174,799 |
| Cushing-Malloy Inc | |||||
| 1350 N Main Street | Ann Arbor | MI | 48104 | Printing Services | $117,129 |
| Presentation Services | |||||
| 23918 Network Place | Chicago | IL | 60673 | A/V Rental & Service | $115,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $210,132 | AllOtherContributionsAmt |
| Total Contributions | $210,132 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Registration Fees | 611710 | $9,199,118 | $9,199,118 |
| Publication Revenue | 511190 | $585,681 | $585,681 |
| Conference Exhibit Fees | 611710 | $106,317 | $106,317 |
| Educational Materials | 611710 | $16,310 | $16,310 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,907,426 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,108,541 | TotalRevenueColumnAmt |
| Exclusion | $1,108,541 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $791,814 | TotalRevenueColumnAmt |
| Exclusion | $791,814 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,363,335 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,048,718 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,314,617 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,314,617 | TotalRevenueColumnAmt |
| Exclusion | $3,314,617 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,089,995 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $864,760 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,225,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,225,235 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,557,765 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,132,661 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,214,972 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $12,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Program Services | $85,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,000 | TotalAmt |
| Program Services | $5,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $440,283 | TotalAmt |
| Program Services | $440,283 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,969 | TotalAmt |
| Program Services | $1,888,276 | ProgramServicesAmt |
| Fundraising | $96,693 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,583 | TotalAmt |
| Program Services | $156,494 | ProgramServicesAmt |
| Fundraising | $8,089 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,880 | TotalAmt |
| Program Services | $197,846 | ProgramServicesAmt |
| Fundraising | $9,034 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,059 | TotalAmt |
| Program Services | $155,464 | ProgramServicesAmt |
| Fundraising | $6,595 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,636 | TotalAmt |
| Fundraising | $13,636 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,670 | TotalAmt |
| Management And General | $119,670 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,088 | TotalAmt |
| Program Services | $145,021 | ProgramServicesAmt |
| Management And General | $91,067 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,074 | TotalAmt |
| Program Services | $453,239 | ProgramServicesAmt |
| Fundraising | $12,835 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,957 | TotalAmt |
| Program Services | $886,163 | ProgramServicesAmt |
| Fundraising | $4,794 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,485 | TotalAmt |
| Program Services | $1,485 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,640 | TotalAmt |
| Program Services | $73,640 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,118,946 | TotalAmt |
| Program Services | $3,114,291 | ProgramServicesAmt |
| Fundraising | $4,655 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,555 | TotalAmt |
| Program Services | $17,555 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Intercompany Overhead | $4,470,223 | $683,552 | $3,756,616 | $30,055 |
| Service Fees | $516,315 | $516,315 | ||
| Dues and Fees | $27,127 | $27,052 | $75 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,488 | TotalAmt |
| Program Services | $58,487 | ProgramServicesAmt |
| Fundraising | $1,001 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,071,978 | TotalAmt |
| Program Services | $8,917,163 | ProgramServicesAmt |
| Management And General | $3,967,353 | ManagementAndGeneralAmt |
| Fundraising | $187,462 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,824,798 | BOYAmt |
| EOY | $4,863,685 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,711,582 | BOYAmt |
| EOY | $10,050,363 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,467 | BOYAmt |
| EOY | $236,906 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,724 | BOYAmt |
| EOY | $1,282,019 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,627 | BOYAmt |
| EOY | $309,291 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,026 | BOYAmt |
| EOY | $97,661 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,287,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,925,988 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $528,903 | BOYAmt |
| EOY | $362,006 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,586,916 | BOYAmt |
| EOY | $41,010,335 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,345,043 | BOYAmt |
| EOY | $58,212,266 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,296,755 | BOYAmt |
| EOY | $1,469,723 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,508,202 | BOYAmt |
| EOY | $1,703,258 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,526 | BOYAmt |
| EOY | $640,921 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,797,483 | BOYAmt |
| EOY | $3,813,902 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,637,263 | BOYAmt |
| EOY | $47,331,687 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,600,297 | BOYAmt |
| EOY | $5,756,677 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,000 | BOYAmt |
| EOY | $1,310,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,547,560 | BOYAmt |
| EOY | $54,398,364 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,345,043 | BOYAmt |
| EOY | $58,212,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $5,485,787 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$634,983 | 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $217,831 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $268,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $912,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $632,094 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,132 | CurrentTaxYearAmt |
| Total | $2,241,152 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,915,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,492,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,498,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,767,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,997,421 | CurrentTaxYearAmt |
| Total | $69,670,912 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,133,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,761,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,410,332 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,399,208 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,207,553 | CurrentTaxYearAmt |
| Total | $71,912,064 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $71,912,064 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $973,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,092,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,305,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,622,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,900,355 | CurrentTaxYearAmt |
| Total | $7,893,757 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $973,143 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,092,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,305,333 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,622,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,900,355 | CurrentTaxYearAmt |
| Total | $7,893,757 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $212,242 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $488 | CurrentTaxYearMinus1YearAmt |
| Total | $422,707 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,316,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,065,658 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,715,665 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,022,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,107,908 | CurrentTaxYearAmt |
| Total | $80,228,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90810 | PublicSupportPY509Pct |
| Investment Income CY | 0.09840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08430 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,003 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,003 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The Foundation does no lobbying; however, a small portion of the dues paid to organizations is attributable to lobbying. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,792,971 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $211,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $81,012 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,884 | OtherExpendituresAmt |
| End Year Balance | $2,913,441 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,448,914 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $419,775 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $43,026 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,692 | OtherExpendituresAmt |
| End Year Balance | $2,792,971 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,218,550 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $292,974 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,766 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,844 | OtherExpendituresAmt |
| End Year Balance | $2,448,914 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,313,283 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$16,458 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $13,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $64,775 | OtherExpendituresAmt |
| End Year Balance | $2,218,550 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,139,335 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $287,871 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $26,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $87,423 | OtherExpendituresAmt |
| End Year Balance | $2,313,283 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44960 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55040 | TermEndowmentBalanceEOYPct |
| 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 | $979,642 | OtherCostOrOtherBasisAmt |
| Depreciation | $887,623 | DepreciationAmt |
| Book Value | $92,019 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,459,959 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,220,299 | DepreciationAmt |
| Book Value | $239,660 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $848,393 | OtherCostOrOtherBasisAmt |
| Depreciation | $818,066 | DepreciationAmt |
| Book Value | $30,327 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $362,006 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to American College of Healthcare Executives | Desc |
| Amt | $640,921 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $640,921 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Foundation of The American College of Healthcare Executives utilizes temporarily restricted funds and earnings from restricted funds for the specific purpose for which each fund was created. Funds exist to provide healthcare leadership and development support, to support educational lectures, and to provide scholarships, etc. |
| Part X, Line 2: | The Foundation is a tax-exempt organization under Internal Revenue Code 501(c)(3). The accounting standard on Accounting for Uncertainty in Income Taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the consolidated financial statements. Under this guidance, the Organization may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Organization and various positions related to the potential sources of unrelated business taxable income (UBTI). There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods included in these financial statements. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2011. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Foster G. McGaw Scholarship | 8 | $40,000 |
| Albert W. Dent Graduate Student Scholarship | 5 | $25,000 |
| Richard J. Stull Student Essay Competition | 6 | $12,000 |
| Healthcare Management Education Award | 6 | $7,500 |
| Snook Education Fund - Scholarship | 1 | $500 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Foundation of the American College of Healthcare Executives releases temporarily restricted special purpose funds as budgeted in accordance with its investment spending policy under the supervision of the CFO. For the Foster G. McGaw and Albert W. Dent individual scholarship grants (to members only), the Foundation's scholarship committee processes candidate applications, confirms eligibility, confirms participation in an accredited MHA program, evaluates candidates and selects award winners. The Healthcare Management Education Award is given to potential faculty to develop and test educational programming. Completed submissions are peer-reviewed and vetted by ACHE staff. The awards are paid as established milestones are satisfactorily met. The Snook Education Fund grants scholarships to members of the Healthcare Leadership Network of the Delaware Valley. The entries are vetted and monitored by the chapter. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Deborah Jean Bowen FACHE | ||||||||||||||
| President and CEO | $0 | $574,044 | $0 | $62,339 | $0 | $40,556 | $0 | $304,914 | $0 | $8,602 | $0 | $990,455 | $0 | $30,424 |
| Elizabeth A Summy CAE | ||||||||||||||
| Executive Vice President and COO | $0 | $291,954 | $0 | $14,681 | $0 | $6,109 | $0 | $42,870 | $0 | $12,534 | $0 | $368,148 | $0 | $0 |
| Edmund J Dietrich FACHE CPA | ||||||||||||||
| Vice President and CFO | $0 | $175,665 | $0 | $25,025 | $0 | $2,640 | $0 | $23,401 | $0 | $2,138 | $0 | $228,869 | $0 | $0 |
| Maureen C Glass FACHE CAE | ||||||||||||||
| Senior VP - Health Admin Press | $0 | $186,620 | $0 | $20,484 | $0 | $3,318 | $0 | $25,073 | $0 | $7,610 | $0 | $243,105 | $0 | $0 |
| Susan E Lawler PhD | ||||||||||||||
| VP - Professional Development | $0 | $178,588 | $0 | $0 | $0 | $2,000 | $0 | $9,100 | $0 | $7,490 | $0 | $197,178 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 4b | The following individuals participated in a 457(f) non-qualified retirement plan and were paid the following amounts during the year: Deborah Jean Bowen, FACHE $30,424 |
| Part I, Line 3: | The CEO is compensated by American College of Healthcare Executives. The CEO's compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies, and approval by the Board Compensation Committee. All discussions are contemporaneously documented. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | Form 990 was sent to the Audit Committee which then met via conference call to discuss the key points of the return and allow for discussion. Any changes deemed necessary were made to the 990. Subsequent to the Audit Committee meeting the Board was sent a copy of the return and were provided time to review and comment before filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | During each Board and Executive Committee meeting, Foundation of the American College of Healthcare Executives' members are afforded the opportunity to declare any conflicts and recuse themselves from a decision if warranted. Each year the conflict of interest policy is re-executed and new conflicts noted. Also, all staff are required to submit an annual statement regarding the conflict of interest policy and their compliance. The Human Resource department ensures that all forms are completed and returned. The HR Director reviews all statements and would investigate any potential conflict, taking action as necessary. |
| Form 990, Part VI, Section B, line 15 | Key employees are compensated through a related entity. A comparability study is done annually and an independent review is done every three years. The CEO is compensated through a related entity. Her compensation is established by the following means: use of a compensation committee, independent consultant, compensation studies and approval by the Board Compensation Committee. All discussions are contemporaneously documented. |
| Form 990, Part VI, Section C, line 19 | Foundation of the American College of Healthcare Executives makes its bylaws, conflict of interest policy, and a summary of the consolidated audited financial report available to the public at www.ache.org. The full audited financial report is available upon request for the same period of disclosure as set forth in IRC section 6104(d). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American College of Healthcare Executives | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363208430 | EIN |
| Primary Activities | Membership | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(6) | ExemptCodeSectionTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Professional Society Services Inc & Subs | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Franklin Suite 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363313467 | EIN |
| Primary Activities | Management Services | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American College of Healthcare Executives | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |