2025-10-30T10:35:04-05:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 060999696 ALLIANCE FOR CONTINUING EDUCATION IN THE HEALTH PROFESSIONS INC ALLI 2023671151 2001 K STREET NW 3RD FLOOR WASHINGTON DC 20006 KATHLEEN WEIS EXECUTIVE DIRECTOR 2023671151 2025-10-30 1 1 P01608821 4108840220 2024 2025-03-06 01:10:19Z KATHLEEN WEIS 2001 K STREET NW 3RD FLOOR WASHINGTON DC 20006 2347977 0 X WWW.ACEHP.ORG X 1976 CT A COMMUNITY DEDICATED TO ACCELERATING EXCELLENCE IN HEALTHCARE PERFORMANCE THROUGH EDUCATION, ADVOCACY AND COLLABORATION. 14 14 0 160 0 0 532719 543297 1559797 1754888 26252 22514 63 0 2118831 2320699 0 0 0 0 0 0 0 0 0 2112669 2293140 2112669 2293140 6162 27559 1606109 2034400 1220321 1613113 385788 421287 TO PROMOTE BEST PRACTICES IN CONTINUING PROFESSIONAL DEVELOPMENT BY EMPOWERING THE COMMUNITY OF HEALTH EDUCATION PROFESSIONALS. 0 0 1376728 1754888 THE 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. 1376728 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 2023671151 2001 K STREET NW 3RD FLOOR WASHINGTON DC 20006 X JAN SCHULTZ MSN RN FACEHP CHCP PRES. UNTIL JAN., THEN PAST PRES. 3.00 X X 0 0 0 PAM MCFADDEN FACEHP VP UNTIL JAN., THEN PRESIDENT 6.00 X X 0 0 0 REBECCA DEVIVO MPH MSW CHCP PAST PRESIDENT UNTIL JAN. 1.00 X X 0 0 0 AUDRIE TORNOW CHCP FACEHP DIR. UNTIL JAN., THEN PRES. ELECT 4.00 X X 0 0 0 JOSEPH KIM MD MPH MBA SECRETARY 3.00 X X 0 0 0 PAM BEATON CHCP FACEHP DIRECTOR UNTIL JAN., THEN TREASURER 4.00 X X 0 0 0 R MICHELLE TYNER SKIDMORE MS FACEH DIR. UNTIL JAN., THEN SECR. ELECT 3.00 X X 0 0 0 JACOB S COVERSTONE FACEHP DIRECTOR 1.00 X 0 0 0 ANDREW CRIM MED CHCP FACEHP DIRECTOR 1.00 X 0 0 0 ALANNA KAISER MPH DIRECTOR 1.00 X 0 0 0 VINCE LOFFREDO EDD DIRECTOR 1.00 X 0 0 0 CHANISE REESE-QUEEN EDD MSA DIRECTOR 1.00 X 0 0 0 ALANA BRODY DIRECTOR 1.00 X 0 0 0 DAVID MULLINS CHCP DIRECTOR 1.00 X 0 0 0 TINA B STACY PHARMD FACEHP BCOP DIRECTOR 1.00 X 0 0 0 RONALD CODARIO MD MBA RPVI CHC DIRECTOR UNTIL JAN. 1.00 X 0 0 0 MINDI DAIGA MBA CHCP DIRECTOR UNTIL JAN. 1.00 X 0 0 0 ALLISON GARDNER PHD CHCP DIRECTOR UNTIL JAN. 1.00 X 0 0 0 KATHLEEN WEIS EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K STREET NW 3RD FLOOR WASHINGTON DC 20006 MANAGEMENT INCL. EXE. DIR. SERVICES 1291915 1 543297 543297 ANNUAL CONFERENCE 900099 1300761 1300761 SPRING CONFERENCE 900099 287512 287512 EDUCATIONAL PRODUCTS 900099 99115 99115 QI LEARNING COLLABORAT 900099 67500 67500 1754888 23752 23752 26040 27278 -1238 -1238 -1238 2320699 1754888 0 22514 1329126 638713 690413 2986 2986 17500 17500 4415 4415 28585 28585 13345 13345 157637 63566 94071 163863 160548 3315 334055 313628 20427 178356 139477 38879 215 215 14815 5116 9699 DUES AND SUBSCRIPTIONS 32584 32584 MISC. EXPENSES 12643 10735 1908 PLAQUES AND AWARDS 3015 3015 2293140 1376728 916412 0 825700 762358 103 2207 6052 214050 676013 5516 5266 465 250 552882 580263 10702 9464 1606109 2034400 10342 41573 1209979 1571540 1220321 1613113 X 322288 357787 63500 63500 385788 421287 1606109 2034400 27559 7940 0 X X 0 1 X 1 0 X 576980 534507 553952 532719 543297 2741455 1387061 745136 1077271 1559797 1754888 6524153 1964041 1279643 1631223 2092516 2298185 9265608 0 0 0 9265608 31683 23377 15571 20915 23752 115298 31683 23377 15571 20915 23752 115298 290 1641 190 63 2184 1996014 1304661 1646984 2113494 2321937 9383090 0.98750 0.98220 0.01230 0.01750 X 63500 2599 2599 63500 63500 2402 2402 63500 63500 63500 63500 63500 63500 63500 1.00000 0 0 5516 5266 250 250 X 2324224 7940 7940 2316284 4415 4415 2320699 2288725 0 2288725 4415 4415 2293140 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. FORM 990, PART VI, SECTION A, LINE 3 THE 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 11B THE 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 12C THE 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 19 THE 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.