Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 7,233,343 | 6,396,672 | 6,625,620 | 9,068,804 | 10,590,177 | 39,914,616 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 7,233,343 | 6,396,672 | 6,625,620 | 9,068,804 | 10,590,177 | 39,914,616 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 13,741,719 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 26,172,897 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,233,343 | 6,396,672 | 6,625,620 | 9,068,804 | 10,590,177 | 39,914,616 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 77,156 | 94,034 | 89,402 | 94,113 | 104,768 | 459,473 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 27,042 | 12,624 | 10,522 | 8,833 | 6,530 | 65,551 |
| 11 | Total support Add lines 7 through 10. | 40,813,128 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2010 AMOUNT: $ 27,042. 2011 AMOUNT: $ 12,624. 2012 AMOUNT: $ 10,522. 2013 AMOUNT: $ 8,833. 2014 AMOUNT: $ 6,530. |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 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 | ACADEMYHEALTH HAS MEMBERS THAT CAN VOTE FOR THE SLATE OF BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INDEPENDENT TAX/AUDIT FIRM PREPARES THE 990 FORM. THE CFO AND CEO REVIEW THE DRAFT FORM BEFORE FILING. THE SUBMITTED FORM IS SHARED WITH THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY IS PART OF THE BYLAWS AND IT WAS RECENTLY UPDATED. AT THE BEGINNING OF EACH YEAR, THE BOARD AND KEY OFFICIALS ARE ASKED TO REVIEW THE POLICY, COMPLETE THE FORM, SIGN AND SUBMIT (TYPICALLY THESE ARE COLLECTED AT THE DECEMBER BOARD MEETING). |
| FORM 990, PART VI, SECTION B, LINE 15A | IN 2012, ACADEMYHEALTH HIRED AN INDEPENDENT CONSULTING FIRM TO CONDUCT A COMPLETE REVIEW THE COMPENSATION STRUCTURE (INCLUDING CEO POSITION) TO ASSESS OUR ALIGNMENT WITH THE CURRENT MARKET AND COMPETITIVE POSITION. AS COMPS, THE FIRM USED PUBLISHED SURVEYS REPORTED DETAILED COMPENSATION DATA FROM VARIOUS LABOR MARKETS, INCLUDING WASHINGTON, DC ASSOCIATIONS, NONPROFITS, AND ORGANIZATIONS WITH 35-59 FULL-TIME EMPLOYEES AND OPERATING BUDGETS OF $8.0 TO 15 MILLION. THE COMPENSATION DATA FROM THE SURVEY INCLUDED BASE SALARY AND TOTAL CASH COMPENSATION DATA AT THE 25TH, 50TH (MEDIAN), AND 75TH PERCENTILES, WHERE AVAILABLE. THE FIRM ALSO COLLECTED COMPENSATION DATA FROM PEER ORGANIZATIONS FOR CERTAIN SENIOR POSITIONS. THE FIRM ALONG WITH ACADEMYHEALTH'S HR DIRECTOR ASSESSED ALL THE JOB DESCRIPTIONS, COMPARED THE COMPENSATION FOR EACH INDIVIDUAL JOB AGAINST THE MARKET AND EVALUATED ACADEMYHEALTH'S COMPETITIVE POSITIONING. THE RESULTS: - THE FIRM CONSIDERS A SALARY THAT IS BETWEEN 90% AND 110% OF MARKET MEDIAN TO BE WITH COMPETITIVE RANGE. BASED ON THEIR ANALYSIS ACADEMYHEALTH BASE SALARIES ARE ON AVERAGE 98% OF MARKET MEDIAN. SOME JUNIOR POSITIONS WERE BELOW THE RANGE. - THE FIRM IDENTIFIED COMPRESSION AT THE TOP LEVELS PARTICULARLY AT THE DIRECTOR (LEVEL 6) AND VICE PRESIDENT (LEVEL 8) LEVELS AND THEREFORE RECOMMENDED THE DEVELOPMENT OF A LEVEL 7-SENIOR DIRECTOR. IT WAS REPORTED THAT MORE NONPROFITS AND SMALLER ORGANIZATIONS ARE BEGINNING TO SEE THE NEED FOR A SENIOR LEVEL BELOW THEIR EXECUTIVE MANAGEMENT TEAM. THE FIRM PROPOSED THE IMPLEMENTATION OF MORE DETAILEDLEVEL DESCRIPTIONS (TO BETTER DISTINGUISH EACH OF THE VARYING ROLES, DUTIES AND RESPONSIBILITIES AT EACH LEVEL) AND A NEW SALARY STRUCTURE FOR THE PROPOSED ORGANIZATIONAL LEVELS. CREATING A NEW SALARY STRUCTURE WILL HELP CREATE WIDER RANGE SPREADS IN THE UPPER LEVELS TO ALLOW FOR INCUMBENTS AT THAT LEVEL TO STAY IN THEIR POSITIONS LONGER AND TO PROVIDE MORE OPPORTUNITY FOR GROWTH. HOW ARE SALARY INCREASES IMPLEMENTED? ALL STAFF INCLUDING THE CEO HAS A JOB DESCRIPTION AND GOALS DEVELOPED TO BE LINKED TO ANNUAL CORPORATE AND TEAM GOALS. ACADEMYHEALTH NOW USES SUCCESS FACTORS (A CLOUD-BASED PERFORMANCE MANAGEMENT SYSTEM) TO DOCUMENT AND TRACK INDIVIDUAL PROGRESS ON STATED GOALS. AT THE END OF THE YEAR, STAFF MEMBERS ARE EVALUATED BY THEIR SUPERVISOR (AND SUBORDINATES IF THE INDIVIDUAL IS A MANAGER) ON: 1) ACHIEVING SPECIFIC GOALS, 2) CORE ORGANIZATIONAL COMPETENCIES AND 3) FOR MANAGERS- ROLE SPECIFIC COMPETENCIES RELATED TO LEADERSHIP, MANAGING PERFORMANCE AND PROJECT MANAGEMENT. THE RESULT IS A SCORE BY AREA AND OVERALL SCORE-FROM 1 TO 3. THE SCORES ARE LINKED WITH A RANGE OF PERCENTAGE INCREASES, SUCH AS A SCORE OF 2-2.5 WOULD EQUAL A SALARY INCREASE OF 2.5-3%. THE EXECUTIVE TEAM AND HR DIRECTOR (LEVEL 8 AND CEO) REVIEWS ALL PROPOSED INCREASES FOR THOSE STAFF AT LEVEL 7 AND BELOW) TO ENSURE THE INCREASES ARE APPLIED CONSISTENTLY AND WITHIN SALARY BANDS. THE CEO FOLLOWS THE SAME PROCEDURE FOR THE EXECUTIVE TEAM THAT SHE MANAGES WITH CONSULTATION WITH THE HR DIRECTOR WHO SHE DOES NOT SUPERVISE. SIMILARLY, THE CEO DEVELOPS SPECIFIC GOALS WITH STATED EVALUATION MEASURES INCLUDING MEASURES TO ACHIEVE VARIABLE COMPENSATION/BONUS. AFTER YEAR-END, THE DATA IS COMPILED AND THE CEO MEETS WITH THE EXECUTIVE COMMITTEE IN PERSON FOR A FULL REVIEW. THE EXECUTIVE COMMITTEE WILL THEN PROPOSE A SALARY INCREASE USUALLY BASED ON THE SAME RANGE AS OTHER STAFF (EXAMPLE ABOVE) AND A PROPOSED BONUS WHICH IS BASED ON ACHIEVING STATED GOALS AND EVALUATED AS DOCUMENTED AT THE BEGINNING OF THE YEAR. THE PROPOSE INCREASE AND BONUS IS COMPARED WITH THE INDUSTRY DATA PROVIDED BY THE CONSULTANTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ACADEMYHEALTH PROVIDES BYLAWS, CONFLICT OF INTEREST DATA AND AUDITED FINANCIAL STATEMENTS TO THE PUBLIC UPON A SPECIFIC REQUEST. THESE DOCUMENTS ARE AVAILABLE FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
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