2024-11-14T11:47:22-06:00 2023-12-31 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990 2023-01-01 521260918 ACADEMYHEALTH ACAD 2022926700 1666 K STREET NW 1100 WASHINGTON DC 20006 AARON E CARROLL PRESIDENT AND CEO 2022926700 2024-11-13 1 0 TRACY M MOREY CPA P01521539 7033858888 2023 2024-10-15 13:58:12Z AARON E CARROLL 1666 K STREET NW 1100 WASHINGTON DC 20006 17876007 0 X WWW.ACADEMYHEALTH.ORG X 1981 DC ACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. 17 16 63 1200 120331 70699 6106535 7897419 5848959 9795486 54423 61949 159328 121153 12169245 17876007 0 227629 0 0 7332305 8135640 0 0 613 4984274 7021963 12316579 15385232 -147334 2490775 15559119 17335428 13104170 11902913 2454949 5432515 ACADEMYHEALTH IMPROVES HEALTH AND HEALTH CARE FOR ALL BY ADVANCING EVIDENCE TO INFORM POLICY AND PRACTICE. 0 0 7383624 227629 5303371 OFFER PROGRAM ACTIVITIES THAT SUPPORT THE PRODUCTION OF EVIDENCE BY WORKING WITH KEY STAKEHOLDERS TO IDENTIFY RESEARCH NEEDS, SUPPORTING OUR MEMBERS' GROWTH AND ABILITY TO PRODUCE RIGOROUS RESEARCH THROUGH GRANT-MAKING, SCHOLARSHIPS AND FELLOWSHIPS AND KNOWLEDGE SHARING, AS WELL AS CULTIVATING AND SUPPORTING COMMUNITIES OF PRACTICE AND LEARNING NETWORKS TO ADVANCE EVIDENCE. ACADEMYHEALTH ALSO SUPPORTS THE USE OF EVIDENCE IN POLICY AND PRACTICE TO IMPROVE HEALTH AND HEALTH CARE BY FOCUSING ON GETTING ACTIONAL EVIDENCE TO KEY DECISION MAKERS AT THE RIGHT TIME, IN THE RIGHT FORMAT AND ON TOPICS THAT ARE RELEVANT TO CURRENT DECISIONS AND DEBATES. 3678811 3946433 HOST NATIONAL CONFERENCES TO DISSEMINATE KEY FINDINGS, RESEARCH RESULTS AND FACILITATE KNOWLEDGE SHARING THAT SUPPORTS BOTH THE PRODUCTION OF EVIDENCE AND THE USE OF EVIDENCE TO INFORM POLICY AND PRACTICE. 534932 666835 PROVIDE A COLLABORATIVE FORUM TO SUPPORT MEMBERS WITH THEIR WORK AND TO HELP ADVANCE THEIR CAREERS. 11597367 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 130 0 1 63 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 DC X HOLLY HUESTON CFO 2022926700 1666 K STREET NW SUITE 1100 WASHINGTON DC 20006 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 40.00 X X 739316 0 161125 CHERYL DAMBERG PHD MPH DIRECTOR - CHAIR OF THE BOARD 2.00 X X 0 0 0 MING JACK PO MD PHD DIRECTOR- TREASURER 2.00 X X 0 0 0 LUCY SAVITZ PHD MBA DIRECTOR- VICE CHAIR OF THE BOARD 2.00 X X 0 0 0 NINEZ PONCE PHD MPP DIRECTOR- SECRETARY 1.00 X X 0 0 0 ALYCE S ADAMS PHD MPP DIRECTOR- PAST CHAIR OF BOARD 2.00 X X 0 0 0 NATELIE LAWSON DIRECTOR- STUDENT REPRESENTATIVE 1.00 X 0 0 0 ATUL GROVER MD PHD DIRECTOR 1.00 X 0 0 0 CHARLES N KAHN III DIRECTOR 1.00 X 0 0 0 BRUCE LANDON MD MBA MSC DIRECTOR 1.00 X 0 0 0 VICTOR MONTORI MD DIRECTOR 1.00 X 0 0 0 LUCIA SAVAGE JD DIRECTOR 1.00 X 0 0 0 ERIC C SCHNEIDER MD MSC DIRECTOR 1.00 X 0 0 0 FADIA TOHME SHAYA PHD MPH DIRECTOR 1.00 X 0 0 0 RASU SHRESTHA MD MBA DIRECTOR 1.00 X 0 0 0 REED V TUCKSON MD FACP DIRECTOR 1.00 X 0 0 0 ELIZABETH YANO PHD DIRECTOR 1.00 X 0 0 0 DEBORAH EDWARDS MA CFO AND VP 40.00 X 251724 0 29777 ELIZABETH COPE PHD MPH VICE PRESIDENT 40.00 X 167805 0 25051 MARGO EDMUNDS PHD VICE PRESIDENT 40.00 X 238740 0 21513 MICHAEL GLUCK PHD VICE PRESIDENT 40.00 X 216413 0 26796 KRISTIN ROSENGREN VICE PRESIDENT 40.00 X 210848 0 19656 TEASHA POWELL PELHAM MS VICE PRESIDENT 40.00 X 182222 0 32224 AMY HAMMER MS SENIOR DIRECTOR 40.00 X 177712 0 7434 LAUREN ADAMS SENIOR DIRECTOR 40.00 X 156107 0 7445 ANGELICA RODRIQUEZ DIRECTOR 40.00 X 152803 0 7445 STACY HALBERT DIRECTOR 40.00 X 147590 0 16613 GENNICE CARTER DIRECTOR 40.00 X 146977 0 538 2788257 0 355617 23 0 1 0 AUDIOVISUAL ONE LTD 9611 W FOSTER AVENUE SCHILLER PARK IL 60176 AV SERVICES FOR CONFERENCES 655429 OPED PROJECT LLC 906 AMSTERDAM AVE APT 5B NEW YORK NY 10025 PROFESSIONAL SERVICES PROJECT 177500 KOYA LEADERSHIP PARTNERS LLC 2005 MARKET STREET SUITE 3300 PHILADELPHIA PA 19103 PROFESSIONAL SERVICES PROJECT 175000 3 3860949 4036470 7897419 CONTRACT SERVICES 900099 5302549 5302549 MEETING REGISTRATION 900099 3929783 3929783 MEMBERSHIP DUES 900099 563154 563154 9795486 61949 61949 ADVERTISING 541800 120331 120331 OTHER REVENUE 900099 822 822 121153 17876007 9796308 120331 61949 X 227629 227629 2323210 1181830 1141380 3608092 2938746 668733 613 1739802 1631081 108721 464536 464536 6589 6589 44949 44949 2878839 2382412 496427 439062 357931 81131 1129337 1051659 77678 667564 592869 74695 1185319 1145967 39352 295663 295663 46922 46922 EQUIPMENT MAINTENANCE 170918 170918 EDUCATION 113376 87243 26133 UNRELATED BUSINESS INCO 43425 43425 15385232 11597367 3787252 613 1690807 1626186 2424834 2438913 859087 1247283 512421 800292 188785 399638 3768385 2403189 1400319 1365196 2567502 3100714 5915364 6357206 15559119 17335428 620048 1371592 3540096 2850886 8944026 7680435 13104170 11902913 X 2454949 4308181 1124334 2454949 5432515 15559119 17335428 X 2490775 485667 1124 X 0 1 X 1 1 1 X 6396691 6830606 7268097 6106535 7897419 34499348 6396691 6830606 7268097 6106535 7897419 34499348 13977829 20521519 68651 73619 59978 54423 61949 318620 79580 44107 99793 103924 70699 398103 822 822 35216893 30283397 0.58270 0.52200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 15385232 15385232 919262 229816 0 0 715221 695089 765829 919262 3095401 4643102 156436 146705 303141 178805 173772 191457 229816 773850 1160775 1935910 1243533 692377 1832475 1159656 672819 1365196 DEFERRED COMPENSATION PLAN 986114 SUBLEASE RECEIVABLE 149777 OPERATING LEASE RIGHT OF USE ASSET 4034248 EMPLOYEE RETENTION CREDIT RECEIVABLE 1187067 6357206 COPIER LEASE LIABILITY 7765 ACCRUED DEFERRED COMPENSATION 986114 RENT DEPOSIT - SUBLEASE 79774 ACCRUED LOSS ON SUBLEASE 989432 OPERATING LEASE LIABILITY 5617350 7680435 X 18361674 485667 485667 17876007 0 17876007 15384108 -1124 -1124 15385232 0 15385232 PART X, LINE 2: ACADEMYHEALTH HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS, AND NO INTEREST AND PENALTIES HAVE BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS RELATED TO UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1 FAMILY VOICES 110 HARTWELL AVE LEXINGTON MA 02421 850430800 501(C)(3) 69388 0 RESEARCH - HEALTH CARE DELIVERY SYSTEM INNOVATIONS FOR CHILDREN WITH MEDICAL COMPLEXITY THE CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 114928 0 RESEARCH - HEALTH CARE DELIVERY SYSTEM INNOVATIONS FOR CHILDREN WITH MEDICAL COMPLEXITY ASSOCIATION OF IMMUNIZATION MANAGERS 451 HUNGERFORD DRIVE SUITE 225 ROCKVILLE MD 20850 522346043 501(C)(3) 11313 0 RESEARCH - ELIMINATING BARRIERS TO IMMUNIZATION THROUGH STATE INTERAGENCY AND COMMUNITY COLLABORATION IMMUNIZE COLORADO 13123 E 16TH AVENUE B281 AURORA CO 80045 841479975 501(C)(3) 32000 0 RESEARCH - ELIMINATING BARRIERS TO IMMUNIZATION THROUGH STATE INTERAGENCY AND COMMUNITY COLLABORATION 4 PART I, LINE 2: ACADEMYHEALTH ASSIGNS EACH GRANT AWARD AN INDIVIDUAL PROJECT CODE IN THE ACCOUNTING AND TIMESHEET TRACKING SOFTWARE AND IS RECONCILED MONTHLY WITH THE GRANT'S PROJECT DIRECTOR. THE GUIDELINES FOR FINANCIAL REPORTING VARY BY GRANTOR BUT REQUIRE AT LEAST AN INTERIM REPORT DUE MIDWAY THROUGH THE PROJECT, AS WELL AS A FINAL REPORT DUE AT THE END OF THE PROJECT. ADDITIONALLY, ALL THIRD-PARTY AGREEMENTS, ADMINISTRATIVE REQUESTS AND GRANT AGREEMENT REVISIONS ARE SAVED THROUGHOUT THE GRANT'S LIFE CYCLE. ALL GRANT AGREEMENTS AND RELATED COMMUNICATIONS ARE KEPT ON FILE IN THE OFFICE OF GRANTS AND CONTRACTS' (OGC) DEPARTMENT AND ARE FORWARDED ANNUALLY TO THE ACCOUNTING DEPARTMENT FOR AUDIT PURPOSES. GRANT REVENUE RECEIVED AND THE VARIOUS RESTRICTIONS ON IT IS TRACKED AND RECONCILED ANNUALLY AGAINST THE RECORDS OF ACADEMYHEALTH'S ACCOUNTING DEPARTMENT. X X 0 0 0 0 0 0 0 1 0 LISA SIMPSON MBBCH MPH PRESIDENT AND CEO 627909 0 111407 0 0 0 131625 0 29500 0 900441 0 0 0 DEBORAH EDWARDS MA CFO AND VP 245996 0 5728 0 0 0 20486 0 9291 0 281501 0 0 0 MARGO EDMUNDS PHD VICE PRESIDENT 234690 0 4050 0 0 0 18840 0 2673 0 260253 0 0 0 MICHAEL GLUCK PHD VICE PRESIDENT 212363 0 4050 0 0 0 17592 0 9204 0 243209 0 0 0 KRISTIN ROSENGREN VICE PRESIDENT 206798 0 4050 0 0 0 17004 0 2652 0 230504 0 0 0 TEASHA POWELL PELHAM MS VICE PRESIDENT 178172 0 4050 0 0 0 15372 0 16852 0 214446 0 0 0 ELIZABETH COPE PHD MPH VICE PRESIDENT 167805 0 0 0 0 0 10656 0 14395 0 192856 0 0 0 AMY HAMMER MS SENIOR DIRECTOR 177712 0 0 0 0 0 0 0 7434 0 185146 0 0 0 STACY HALBERT DIRECTOR 147590 0 0 0 0 0 0 0 16613 0 164203 0 0 0 LAUREN ADAMS SENIOR DIRECTOR 156107 0 0 0 0 0 0 0 7445 0 163552 0 0 0 ANGELICA RODRIQUEZ DIRECTOR 152803 0 0 0 0 0 0 0 7445 0 160248 0 0 0 PART I, LINE 7 BONUSES ARE BASED ON PERFORMANCE AND MEETING CERTAIN STATED GOALS. FORM 990, PART VI, SECTION A, LINE 6 ACADEMYHEALTH HAS A DYNAMIC MEMBERSHIP COMMUNITY OF HEALTH SERVICES RESEARCHERS, POLICYMAKERS AND PRACTITIONERS COMMITTED TO SUPPORTING THE DEVELOPMENT OF MORE AND BETTER HEALTH SERVICES RESEARCH AND TRANSLATING THE BEST AVAILABLE RESEARCH AND EXPERIENCE INTO USEFUL INFORMATION TO ASSIST HEALTH POLICY AND PRACTICE LEADERS IN ADDRESSING MAJOR HEALTH CHALLENGES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS HAVE AN OPPORTUNITY TO AFFIRM OR COMMENT ON THE SLATE OF BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT AND THE CEO OR THE VP WHO IS ASSISTANT SECRETARY OF BOARD SIGNS FOR ELECTRONIC SUBMISSION. ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE FORM 990 AFTER THE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS ALL MEMBERS OF THE BOARD AND OFFICERS AND IS MONITORED BY AN ANNUAL WRITTEN INFORMATION QUESTIONNAIRE FROM THE BOARD CHAIR WHICH ARE REVIEWED AND MAINTAINED BY THE BOARD LIAISON, SARAH HOYT. THE EXECUTIVE COMMITTEE REVIEWS EACH TRANSACTION TO COME BEFORE THE BOARD FOR POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. IF POTENTIAL OR ACTUAL CONFLICTS (PAST, PRESENT, OR FUTURE) ARE IDENTIFIED, THE PERSON DETERMINED TO HAVE A CONFLICT OF INTEREST IS RECUSED FROM THE DELIBERATIONS AND VOTING. THE IDENTIFIED CONFLICTS OF INTEREST AND APPROPRIATE RECUSALS ARE DOCUMENTED IN THE MINUTES OF EACH BOARD OR COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION OF THE FOLLOWING PERSONS INCLUDES A REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE OF THE BOARD. COMPARABILITY DATA USED IN THE REVIEW PROCESS IS OBTAINED FROM AVAILIABLE DATA ON NONPROFIT CEO SALARIES AND COMPENSATION. THE DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE COMPENSATION DETERMINATION PROCESS APPLIES TO THE FOLLOWING OFFICES/POSITIONS AND THE MOST RECENT YEAR WHICH THIS PROCESS WAS UNDERTAKEN FOR EACH IS IDENTIFIED: OFFICER/TITLE YEAR OF MOST RECENT REVIEW/APPROVAL PRESIDENT/CEO 2023 FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTS: PROGRAM SERVICE EXPENSES 2,158,326. MANAGEMENT AND GENERAL EXPENSES 410,834. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,569,160. CONSULTANTS: PROGRAM SERVICE EXPENSES 224,086. MANAGEMENT AND GENERAL EXPENSES 34,087. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 258,173. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,506. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,506. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE 1,124.