2026-02-04T12:35:50-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-07-01 201366779 ACMPE SCHOLARSHIP FUND INC ACMP 3037991111 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 AKASH MADIAH CFO/COO 3037991111 2026-02-03 1 1 SARAH HINTZ P00492291 7196350330 2026-02-03 2024 2025-03-06 01:10:19Z AKASH MADIAH 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 73050 0 X WWW.MGMA.COM/SCHOLARSHIPS X 2004 CO TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS PURSUING AN EDUCATION IN HEALTH CARE ADMINISTRATION. 10 9 0 6 0 0 1298 3168 0 0 100723 69882 0 0 102021 73050 28500 44201 0 0 0 0 0 0 0 17158 17318 45658 61519 56363 11531 1765255 1970115 266613 328854 1498642 1641261 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO PROVIDE SCHOLARSHIP FUNDING TO INDIVIDUALS PURSUING AN EDUCATION AND CAREER IN AMBULATORY HEALTH CARE ADMINISTRATION. 0 0 44201 44201 0 AWARDED FUNDS TO BE USED FOR SCHOLARSHIPS TO INDIVIDUALS PURSUING MEDICAL GROUP PRACTICE ADMINISTRATION EDUCATION. THERE WERE 12 SCHOLARSHIPS AWARDED DURING THE YEAR. 44201 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X AKASH MADIAH 3037991111 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 HALEE FISCHER-WRIGHT PRESIDENT/CEO 2.00 44.00 X 0 1648624 69471 AKASH MADIAH COO/CFO 2.00 44.00 X 0 627874 45073 ANDREW SWANSON CHIEF REVENUE OFFICER 2.00 44.00 X 0 487057 76991 RONALD HOLDER FORMER COO 2.00 44.00 X 0 402578 21133 ERIC D CROCKETT BOARD CHAIR 1.00 3.00 X X 0 20000 0 JENNIFER GOSNEY VICE CHAIR 1.00 3.00 X X 0 10000 0 RICHARD T SCHLOSBERG FINANCE/AUDIT CHAIR 1.00 3.00 X X 0 10000 0 JEFFREY W SMITH PAST BOARD CHAIR 1.00 3.00 X X 0 5000 0 RAMI RIHANI FINANCE/AUDIT VICE CHAIR 1.00 3.00 X X 0 5000 0 JASON CRAIG MEMBER AT LARGE 1.00 3.00 X 0 0 0 MICHAEL T FUNK MEMBER AT LARGE 1.00 3.00 X 0 0 0 GENA A GRAVES MEMBER AT LARGE 1.00 3.00 X 0 0 0 STEVEN QUACH MEMBER AT LARGE 1.00 3.00 X 0 0 0 TONY STAJDUHAR MEMBER AT LARGE 1.00 3.00 X 0 0 0 PETER VALENZUELA MEMBER AT LARGE (THRU 10/24) 1.00 3.00 X 0 0 0 0 3216133 212668 0 0 1 0 0 3168 3168 69882 69882 73050 0 0 69882 44201 44201 12135 12135 3276 3276 1907 1907 61519 44201 17318 0 5441 11240 1759814 1958875 1765255 1970115 266613 328854 266613 328854 X 50524 44234 1448118 1597027 1498642 1641261 1765255 1970115 11531 131088 0 X X 0 1 X 1 0 X X 1 MGMA-ACMPE 452766110 10 1 44201 0 1 44201 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE ORGANIZATION HAS CONFIRMED THAT THE SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501(C)(6) FOR THE FISCAL YEAR ENDING 6/30/2025 AND MADE SURE IT SATISFIED THE PUBLIC SUPPORT TEST UNDER 509(A)(2) BY COMPLETING A PRO FORMA SCHEDULE A, PART III FOR THE 501(C)(6), MGMA-ACMPE. PART IV, SECTION A, LINE 3C: THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATION HAVE OVERLAPPING BOARD MEMBERS AND HENCE THE SUPPORTED ORGANIZATION IS ABLE TO ENSURE THAT ANY SUPPORT IS USED SOLELY FOR CHARITABLE PURPOSES. 1419798 3168 191699 33000 4439 1577226 1268676 1298 180612 26500 4288 1419798 1180161 545 120325 28000 4355 1268676 1396483 1773 -181818 28000 8277 1180161 1137631 840 292205 26500 7693 1396483 0.15510 0.48530 0.35960 0 0 0 DUE TO MGMA-ACMPE 328854 328854 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUND IS TO ACCRUE EARNINGS TO PROVIDE FUNDS TO PAY SCHOLARSHIPS. PART X, LINE 2: THE ORGANIZATION APPLIES A MORE LIKELY THAN NOT MEASUREMENT METHODOLOGY TO REFLECT THE CONSOLIDATED FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. 1 SCHOLARSHIPS 12 44201 0 N/A N/A PART I, LINE 2: PAYMENTS FOR THE SCHOLARSHIP/GRANT AWARDS ARE MADE PAYABLE JOINTLY TO THE UNIVERSITY AND TO THE STUDENT RECIPIENTS TO ENSURE THAT THE FUNDS ARE USED FOR THE INTENDED EDUCATIONAL PURPOSE. X 1 1 1 0 0 0 0 0 0 0 0 HALEE FISCHER-WRIGHT PRESIDENT/CEO 0 1264661 0 362250 0 21713 0 39870 0 29601 0 1718095 0 0 AKASH MADIAH COO/CFO 0 471444 0 153900 0 2530 0 39870 0 5203 0 672947 0 0 ANDREW SWANSON CHIEF REVENUE OFFICER 0 363163 0 121800 0 2094 0 39172 0 37819 0 564048 0 0 RONALD HOLDER FORMER COO 0 170373 0 0 0 232205 0 6963 0 14170 0 423711 0 0 PART I, LINE 1A FIRST-CLASS TRAVEL WILL BE EXCLUDED AS TAXABLE TO THE EXECUTIVES FOR FLIGHTS OVER TWO HOURS IN DURATION. THE PURPOSE FOR ALLOWING THIS BENEFIT ON LONGER DURATION FLIGHTS IS TO ENSURE OPTIMAL CONDITIONS FOR BEING PRODUCTIVE AND COMPLETING MGMA BUSINESS. THE FOLLOWING INDIVIDUALS WERE PROVIDED WITH THE FIRST CLASS TRAVEL BENEFIT: 1) AKASH MADIAH 2) HALEE FISCHER-WRIGHT 3) RON HOLDER 4) ANDY SWANSON PART I, LINE 4A NAME: RON HOLDER, DESCRIPTION: SEVERANCE, CURRENT YEAR AMOUNT: $230,900. PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES, SO IT DOES NOT HAVE A PROCESS FOR DETERMINING EXECUTIVE COMPENSATION. THE TOP MANAGEMENT POSITIONS ARE SHARED WITH MGMA-ACMPE (EIN: 45-2766110). THE PROCESS FOR DETERMINING THE EXECUTIVE COMPENSATION AT MGMA-ACMPE IS AS FOLLOWS: MGMA USES A COMPENSATION CONSULTANT, GALLAGHER BENEFIT SERVICES, INC, TO PROVIDE AN ANALYSIS OF TOTAL COMPENSATION FOR ITS CEO. MGMA HAS A FORMAL STATEMENT OF EXECUTIVE COMPENSATION PHILOSOPHY THAT WAS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD ON JUNE 23, 2016. THE ANALYSIS INCORPORATED ALL ASPECTS OF COMPENSATION, INCLUDING SALARY, INCENTIVES, BENEFITS, SEVERANCE, AND PERQUISITES. THIS REPORT WAS ISSUED IN JUNE, 2024. IT WAS DETERMINED THAT SHE WOULD BE AWARDED A MARKET INCREASE. THE ANALYSIS WAS REVIEWED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE PRESIDENT OF THE BOARD APPROVED AND COMMUNICATED THE APPROVAL TO THE CEO AND TO THE VICE PRESIDENT OF HUMAN RESOURCES. FOR THE REMAINING OFFICERS OF THE ASSOCIATION, COMPENSATION IS REVIEWED ON AN ANNUAL OR BIENNIAL BASIS. THE LAST STUDY WAS COMPLETED IN SPRING 2024. THE STUDY IS COMPLETED BY A COMPENSATION CONSULTANT, GALLAGHER BENEFIT SERVICES, INC TO PROVIDE AN ANALYSIS OF TOTAL COMPENSATION FOR ITS CEO AND OTHER OFFICERS. THIS INFORMATION IS REVIEWED WITH THE CEO. THE INFORMATION IS VALIDATED AGAINST CURRENT MARKET COMPETITIVENESS AGAINST THE EXISTING COMPENSATION FOR EACH EXECUTIVE. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE FOLLOWING: CHAIR OF THE BOARD, VICE CHAIR OF THE BOARD, IMMEDIATE PAST CHAIR OF THE BOARD, FINANCE/AUDIT CHAIR, AND FINANCE AUDIT VICE CHAIR. THE EXECUTIVE COMITTEE SHALL REVIEW AND TAKE ACTION ON ITEMS THAT, IN THE DISCRETION OF THE CHAIR OF THE BOARD, MUST BE ACTED UPON PRIOR TO A FULL MEETING OF THE BOARD, IN SITUATIONS WHERE A MEETING WITH THE FULL BOARD IS NOT PRACTICABLE. ACTIONS OF THE EXECUTIVE COMMITEE OTHER THAN THOSE RELATING TO THE SALARY AND PERFORMANCE EVALUATION OF THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SHALL BE POSTED ELECTRONICALLY AS SOON AS PRACTICABLE FOR REVIEW BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 ACMPE SCHOLARSHIP FUND HAS ONE MEMBER, MGMA-ACMPE. FORM 990, PART VI, SECTION A, LINE 7A THE CHAIR OF THE BOARD OF MGMA-ACMPE, THE VICE CHAIR OF THE BOARD OF MGMA-ACMPE, THE IMMEDIATE PAST CHAIR OF THE BOARD OF MGMA-ACMPE, THE FINANCE/AUDIT CHAIR OF MGMA-ACMPE AND THE FINANCE/AUDIT VICE CHAIR OF MGMA-ACMPE SHALL EACH SERVE AS EX OFFICIO, VOTING MEMBERS OF THE BOARD OF DIRECTORS OF THE CORPORATION, AND THE REMAINING 9 TO 13 VOTING DIRECTORS SHALL BE APPOINTED ANNUALLY BY THE BOARD OF DIRECTORS OF MGMA-ACMPE AT THE REGULARLY SCHEDULED MEETING OF THE MGMA-ACMPE BOARD OF DIRECTORS HELD IN THE FALL OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, THE DIRECTOR OF ACCOUNTING AND THE CFO WILL BE THE FIRST TO REVIEW THE FORM 990 UPON COMPLETION. THE CFO WILL THEN PRESENT THE FORM 990 TO THE FINANCE/AUDIT COMMITTEE FOR A COMPLETE DETAIL REVIEW AND THEIR APPROVAL. ONCE THE FINANCE/AUDIT COMMITTEE HAS APPROVED, THE BOARD MEMBERS WILL RECEIVE A COPY OF THE FORM 990 AND THE CHAIR WILL PRESENT THE FORM 990 FOR APPROVAL BY THE FULL BOARD PRIOR TO THE FORM 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ACMPE SCHOLARSHIP FUND INC.'S OFFICERS, BOARD OF DIRECTORS, AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE IN WRITING ON AN ANNUAL BASIS ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. IF ANY CONFLICTS EXIST, THE BOARD MEMBERS RECUSE THEMSELVES FROM VOTING ON ANY MATTERS PERTAINING TO THE CONFLICT. THE ORGANIZATION MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY INQUIRING AT EACH BOARD MEETING WHETHER THERE HAVE BEEN ANY CHANGES THAT COULD GIVE RISE TO A CONFLICT OF INTEREST SINCE THE BOARD MEMBERS SIGNED THE ANNUAL AFFIRMATION. ALL PROCEDURES RELATED TO THE CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. THE FISCAL POLICY 2.01(A) OUTLINES THE POLICY AND PROCEDURE TO FOLLOW. FORM 990, PART VI, SECTION C, LINE 19 MGMA-ACMPE POSTS ITS AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND THE IRS FORM 990 OF ACMPE SCHOLARSHIP FUND INC. ON ITS WEBSITE. THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. ALABAMA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 990990789 HEALTHCARE MANAGEMENT ASSOCIATION AL 501(C)(6) N/A MGMA-ACMPE 0 ARIZONA AND NEW MEXICO MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 331306207 HEALTHCARE MANAGEMENT ASSOCIATION AZ 501(C)(6) N/A MGMA-ACMPE 0 FLORIDA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991022136 HEALTHCARE MANAGEMENT ASSOCIATION FL 501(C)(6) N/A MGMA-ACMPE 0 IOWA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991044506 HEALTHCARE MANAGEMENT ASSOCIATION IA 501(C)(6) N/A MGMA-ACMPE 0 MARYLAND AND DELAWARE MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991074122 HEALTHCARE MANAGEMENT ASSOCIATION MD 501(C)(6) N/A MGMA-ACMPE 0 MASSACHUSETTS AND RHODE ISLAND MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991102077 HEALTHCARE MANAGEMENT ASSOCIATION MA 501(C)(6) N/A MGMA-ACMPE 0 MGMA CENTER FOR RESEARCH INC 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 840647139 RESEARCH CO 501(C)(3) LINE 12A, I MGMA-ACMPE 0 MGMA REALTY CORP 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 841119908 REAL ESTATE CO 501(C)(2) N/A MGMA-ACMPE 0 MGMA-ACMPE 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 452766110 HEALTHCARE MANAGEMENT ASSOCIATION CO 501(C)(6) N/A N/A 0 MICHIGAN MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991624460 HEALTHCARE MANAGEMENT ASSOCIATION MI 501(C)(6) N/A MGMA-ACMPE 0 MINNESOTA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991134152 HEALTHCARE MANAGEMENT ASSOCIATION MN 501(C)(6) N/A MGMA-ACMPE 0 NEBRASKA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991170224 HEALTHCARE MANAGEMENT ASSOCIATION NE 501(C)(6) N/A MGMA-ACMPE 0 NEVADA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991198315 HEALTHCARE MANAGEMENT ASSOCIATION NV 501(C)(6) N/A MGMA-ACMPE 0 NEW HAMPSHIRE AND VERMONT MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991226486 HEALTHCARE MANAGEMENT ASSOCIATION NH 501(C)(6) N/A MGMA-ACMPE 0 NEW JERSEY MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991254662 HEALTHCARE MANAGEMENT ASSOCIATION NJ 501(C)(6) N/A MGMA-ACMPE 0 OHIO MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991277813 HEALTHCARE MANAGEMENT ASSOCIATION OH 501(C)(6) N/A MGMA-ACMPE 0 OREGON MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 333947155 HEALTHCARE MANAGEMENT ASSOCIATION OR 501(C)(6) N/A MGMA-ACMPE 0 PENNSYLVANIA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 232252406 HEALTHCARE MANAGEMENT ASSOCIATION PA 501(C)(6) N/A MGMA-ACMPE 0 TEXAS MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991308255 HEALTHCARE MANAGEMENT ASSOCIATION TX 501(C)(6) N/A MGMA-ACMPE 0 UTAH MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 870577062 HEALTHCARE MANAGEMENT ASSOCIATION UT 501(C)(6) N/A MGMA-ACMPE 0 VIRGINIA MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991333905 HEALTHCARE MANAGEMENT ASSOCIATION VA 501(C)(6) N/A MGMA-ACMPE 0 WASHINGTON MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991358409 HEALTHCARE MANAGEMENT ASSOCIATION WA 501(C)(6) N/A MGMA-ACMPE 0 WISCONSIN MEDICAL GROUP MANAGEMENT ASSOCIATION 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 991387983 HEALTHCARE MANAGEMENT ASSOCIATION WI 501(C)(6) N/A MGMA-ACMPE 0 MGMA SERVICES INC 104 INVERNESS TERRACE EAST ENGLEWOOD CO 80112 841546758 BUSINESS VENTURES CO MGMA-ACMPE C 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 MGMA-ACMPE E 328854 INTERCOMPANY PAYABLE