STRATEGY STUDIO / PUBLIC DATA EXPLORER

ALLIANCE FOR CONTINUING MEDICAL EDUCATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALLIANCE FOR CONTINUING MEDICAL EDUCATION INC (EIN 06-0999696)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202523039349301612
Schema version
2024v5.2
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

FieldValueIRS element (for citing)
Return2025-10-30T10:35:04-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521853933PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JM&MBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110500 LITTLE PATUXENT PARKWAY SUITEAddressLine1Txt
Address Line2770AddressLine2Txt
CityCOLUMBIACityNm
State AbbreviationMDStateAbbreviationCd
ZIP21044ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060999696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLIANCE FOR CONTINUING EDUCATION IN THEBusinessNameLine1Txt
Business Name Line2HEALTH PROFESSIONS INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlALLIBusinessNameControlTxt
Phone2023671151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN WEISPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2023671151PhoneNum
Signature2025-10-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01608821PTIN
Phone4108840220PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKATHLEEN WEISPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,347,977GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.ACEHP.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1976FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionA COMMUNITY DEDICATED TO ACCELERATING EXCELLENCE IN HEALTHCARE PERFORMANCE THROUGH EDUCATION, ADVOCACY AND COLLABORATION.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers160TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$532,719PYContributionsGrantsAmt
CY Contributions Grants$543,297CYContributionsGrantsAmt
PY Program Service Revenue$1,559,797PYProgramServiceRevenueAmt
CY Program Service Revenue$1,754,888CYProgramServiceRevenueAmt
PY Investment Income$26,252PYInvestmentIncomeAmt
CY Investment Income$22,514CYInvestmentIncomeAmt
PY Other Revenue$63PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,118,831PYTotalRevenueAmt
CY Total Revenue$2,320,699CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,112,669PYOtherExpensesAmt
CY Other Expenses$2,293,140CYOtherExpensesAmt
PY Total Expenses$2,112,669PYTotalExpensesAmt
CY Total Expenses$2,293,140CYTotalExpensesAmt
PY Revenues Less Expenses$6,162PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$27,559CYRevenuesLessExpensesAmt
Total Assets BOY$1,606,109TotalAssetsBOYAmt
Total Assets EOY$2,034,400TotalAssetsEOYAmt
Total Liabilities BOY$1,220,321TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,613,113TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$385,788NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$421,287NetAssetsOrFundBalancesEOYAmt
MissionTO PROMOTE BEST PRACTICES IN CONTINUING PROFESSIONAL DEVELOPMENT BY EMPOWERING THE COMMUNITY OF HEALTH EDUCATION PROFESSIONALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,376,728ExpenseAmt
Revenue$1,754,888RevenueAmt
DescTHE ALLIANCE IMPLEMENTS A RATIONAL AND COORDINATED SYSTEM OF CONTINUING PROFESSIONAL DEVELOPMENT PROGRAMS FOR MEDICAL EDUCATION PROFESSIONALS THAT ENABLES THEM TO DESIGN AND DELIVER A HIGH LEVEL OF CONTINUING EDUCATION TO HEALTHCARE PROVIDERS THAT RESULTS IN IMPROVED PATIENT CARE.Desc
Total Program Service Expenses$1,376,728TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document11IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2023671151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JAN SCHULTZ MSN RN FACEHP CHCP
PRES. UNTIL JAN., THEN PAST PRES.3.00Yes (X)Yes (X)$0$0$0
PAM MCFADDEN FACEHP
VP UNTIL JAN., THEN PRESIDENT6.00Yes (X)Yes (X)$0$0$0
REBECCA DEVIVO MPH MSW CHCP
PAST PRESIDENT UNTIL JAN.1.00Yes (X)Yes (X)$0$0$0
AUDRIE TORNOW CHCP FACEHP
DIR. UNTIL JAN., THEN PRES. ELECT4.00Yes (X)Yes (X)$0$0$0
JOSEPH KIM MD MPH MBA
SECRETARY3.00Yes (X)Yes (X)$0$0$0
PAM BEATON CHCP FACEHP
DIRECTOR UNTIL JAN., THEN TREASURER4.00Yes (X)Yes (X)$0$0$0
R MICHELLE TYNER SKIDMORE MS FACEH
DIR. UNTIL JAN., THEN SECR. ELECT3.00Yes (X)Yes (X)$0$0$0
JACOB S COVERSTONE FACEHP
DIRECTOR1.00Yes (X)$0$0$0
ANDREW CRIM MED CHCP FACEHP
DIRECTOR1.00Yes (X)$0$0$0
ALANNA KAISER MPH
DIRECTOR1.00Yes (X)$0$0$0
VINCE LOFFREDO EDD
DIRECTOR1.00Yes (X)$0$0$0
CHANISE REESE-QUEEN EDD MSA
DIRECTOR1.00Yes (X)$0$0$0
ALANA BRODY
DIRECTOR1.00Yes (X)$0$0$0
DAVID MULLINS CHCP
DIRECTOR1.00Yes (X)$0$0$0
TINA B STACY PHARMD FACEHP BCOP
DIRECTOR1.00Yes (X)$0$0$0
RONALD CODARIO MD MBA RPVI CHC
DIRECTOR UNTIL JAN.1.00Yes (X)$0$0$0
MINDI DAIGA MBA CHCP
DIRECTOR UNTIL JAN.1.00Yes (X)$0$0$0
ALLISON GARDNER PHD CHCP
DIRECTOR UNTIL JAN.1.00Yes (X)$0$0$0
KATHLEEN WEIS
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SMITHBUCKLIN CORPORATIONBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line12001 K STREET NW 3RD FLOORAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20006ZIPCd
FieldValueIRS element (for citing)
ServicesMANAGEMENT INCL. EXE. DIR. SERVICESServicesDesc
Compensation$1,291,915CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$543,297MembershipDuesAmt
Total Contributions$543,297TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
ANNUAL CONFERENCE900099$1,300,761$1,300,761
SPRING CONFERENCE900099$287,512$287,512
EDUCATIONAL PRODUCTS900099$99,115$99,115
QI LEARNING COLLABORAT900099$67,500$67,500
FieldValueIRS element (for citing)
Total Program Service Revenue$1,754,888TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,752TotalRevenueColumnAmt
Exclusion$23,752ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$26,040OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$27,278OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other-$1,238OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,238TotalRevenueColumnAmt
Exclusion-$1,238ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,320,699TotalRevenueColumnAmt
Related Or Exempt Func Income$1,754,888RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$22,514ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$1,329,126TotalAmt
Program Services$638,713ProgramServicesAmt
Management And General$690,413ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,986TotalAmt
Management And General$2,986ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,500TotalAmt
Management And General$17,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,415TotalAmt
Management And General$4,415ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$28,585TotalAmt
Program Services$28,585ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$13,345TotalAmt
Program Services$13,345ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$157,637TotalAmt
Program Services$63,566ProgramServicesAmt
Management And General$94,071ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$163,863TotalAmt
Program Services$160,548ProgramServicesAmt
Management And General$3,315ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$334,055TotalAmt
Program Services$313,628ProgramServicesAmt
Management And General$20,427ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$178,356TotalAmt
Program Services$139,477ProgramServicesAmt
Management And General$38,879ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$215TotalAmt
Management And General$215ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,815TotalAmt
Program Services$5,116ProgramServicesAmt
Management And General$9,699ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
DUES AND SUBSCRIPTIONS$32,584$32,584
MISC. EXPENSES$12,643$1,908$10,735
PLAQUES AND AWARDS$3,015$3,015

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,293,140TotalAmt
Program Services$1,376,728ProgramServicesAmt
Management And General$916,412ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$825,700BOYAmt
EOY$762,358EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$103BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,207BOYAmt
EOY$6,052EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$214,050BOYAmt
EOY$676,013EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,516LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,266LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$465BOYAmt
EOY$250EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$552,882BOYAmt
EOY$580,263EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$10,702BOYAmt
EOY$9,464EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,606,109BOYAmt
EOY$2,034,400EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,342BOYAmt
EOY$41,573EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,209,979BOYAmt
EOY$1,571,540EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,220,321BOYAmt
EOY$1,613,113EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$322,288BOYAmt
EOY$357,787EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$63,500BOYAmt
EOY$63,500EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$385,788BOYAmt
EOY$421,287EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,606,109BOYAmt
EOY$2,034,400EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$27,559ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$7,940NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$576,980CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$534,507CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$553,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$532,719CurrentTaxYearMinus1YearAmt
Current Tax Year$543,297CurrentTaxYearAmt
Total$2,741,455TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,387,061CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$745,136CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,077,271CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,559,797CurrentTaxYearMinus1YearAmt
Current Tax Year$1,754,888CurrentTaxYearAmt
Total$6,524,153TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,964,041CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,279,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,631,223CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,092,516CurrentTaxYearMinus1YearAmt
Current Tax Year$2,298,185CurrentTaxYearAmt
Total$9,265,608TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$9,265,608PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,377CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,571CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,915CurrentTaxYearMinus1YearAmt
Current Tax Year$23,752CurrentTaxYearAmt
Total$115,298TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,683CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,377CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,571CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$20,915CurrentTaxYearMinus1YearAmt
Current Tax Year$23,752CurrentTaxYearAmt
Total$115,298TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$290CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,641CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$190CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$63CurrentTaxYearMinus1YearAmt
Total$2,184TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,996,014CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,304,661CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,646,984CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,113,494CurrentTaxYearMinus1YearAmt
Current Tax Year$2,321,937CurrentTaxYearAmt
Total$9,383,090TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.98750PublicSupportCY509Pct
Public Support PY5090.98220PublicSupportPY509Pct
Investment Income CY0.01230InvestmentIncomeCYPct
Investment Income PY0.01750InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
Investment Earnings Or Losses$2,599InvestmentEarningsOrLossesAmt
Other Expenditures$2,599OtherExpendituresAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
Investment Earnings Or Losses$2,402InvestmentEarningsOrLossesAmt
Other Expenditures$2,402OtherExpendituresAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$63,500BeginningYearBalanceAmt
End Year Balance$63,500EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,516OtherCostOrOtherBasisAmt
Depreciation$5,266DepreciationAmt
Book Value$250BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$250TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,324,224TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$7,940NetUnrealizedGainsInvstAmt
Revenue Not Reported$7,940RevenueNotReportedAmt
Revenue Subtotal$2,316,284RevenueSubtotalAmt
Investment Expenses Not Incld$4,415InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$4,415RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,320,699TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,288,725TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,288,725ExpensesSubtotalAmt
Investment Expenses Not Incld2$4,415InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$4,415ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,293,140TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ALLIANCE'S ENDOWMENT FUNDS CONSISTS OF THREE FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW: THE BOARD OF TRUSTEES OF THE ALLIANCE HAS INTERPRETED THE CONNECTICUT PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ALLIANCE CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE ALLIANCE IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. RETURN OBJECTIVES AND RISK PARAMETERS: THE ALLIANCE HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT FUNDS WHILE ALSO MAINTAINING THE PURCHASING POWER OF THOSE ENDOWMENT ASSETS. THE ENDOWMENT FUNDS HAVE BEEN INVESTED IN BALANCED PORTFOLIO OF FIXED INCOME AND EQUITY MUTUAL FUNDS. INVESTMENT AND SPENDING POLICY: THE PRIMARY INVESTMENT OBJECTIVES OF THE ENDOWMENT FUNDS ARE TO PRODUCE A RATE OF TOTAL RETURN WHICH WILL PERMIT SUPPORT FOR ANNUAL AWARD, AND PRESENTATION OF HONORARIUM AND PLAQUE FOR A GUEST LECTURER AT THE ALLIANCE'S ANNUAL CONFERENCE TO THE EXTENT THAT IS CONSISTENT WITH THE FOLLOWING: PRUDENT MANAGEMENT OF INVESTMENTS, PRESERVATION OF PRINCIPAL, AND POTENTIAL FOR LONGTERM ASSET GROWTH. UNDER EXISTING MARKET CONDITIONS, THE ALLIANCE WILL SEEK INVESTMENT GRADES THAT ARE REASONABLE, BUT WITH THE OVERARCHING FACTOR THAT PRINCIPAL PRESENTATION IS A GREATER PRIORITY THAN TARGETED RETURNS. THE ALLIANCE WILL ADJUST ACCORDINGLY AS THE ECONOMY CHANGES. PERFORMANCE IS MONITORED ON A PERIODIC BASIS.
PART X, LINE 2:THE ALLIANCE BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE WERE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEEDED TO BE RECORDED.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS AN AGREEMENT WITH SMITHBUCKLIN CORPORATION THAT PROVIDES MANAGEMENT, INCLUDING EXECUTIVE DIRECTOR COMPENSATION, ADMINISTRATION, AND CONFERENCE SERVICES. FOR THE YEAR ENDED DECEMBER 31, 2024, MANAGEMENT FEES TOTALED $1,329,126 FOR THE FOLLOWING SERVICES: EXECUTIVE MANAGEMENT SERVICES TOTALING $280,500; MEMBERSHIP AND OPERATIONS; EVENT SERVICES; SITE SELECTION AND CONTRACTING SERVICES; REGISTRATION SERVICES; TRADESHOW SERVICES; FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES; SALES SERVICES; MARKETING SERVICES; INFORMATION TECHNOLOGY SERVICES; EDUCATION AND LEARNING SERVICES; CONTENT SERVICES; CREATIVE AND DESIGN SERVICES; AND VALUE-ADDED SERVICES.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE DIRECTOR REVIEWS A COPY OF THE DRAFT FORM 990 PREPARED BY INDEPENDENT ACCOUNTANTS. ONCE ALL EDITS HAVE BEEN MADE, A DRAFT IS SENT TO THE FULL BOARD OF DIRECTORS BEFORE IT IS FILED AND SIGNED BY THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION B, LINE 12CTHE ALLIANCE HAS A CONFLICT OF INTEREST POLICY THAT MUST BE SIGNED BY ALL BOARD MEMBERS AND OFFICERS AT THE BEGINNING OF EACH YEAR ATTESTING TO ANY CONFLICTS, POSSIBLE CONFLICTS OR THAT THEY HAVE NO CONFLICTS OF INTEREST. THE PROCEDURE FOR ANY CONFLICTS ARE OUTLINED IN THE CONFLICT OF INTEREST FORM THAT IS SIGNED. THE FORMS ARE MONITORED BY THE PRESIDENT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE ALLIANCE HAS NOT CHANGED ITS PROCESS OF OVERSIGHT OF THE AUDIT OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.