2024-05-14T13:10:46-05:00 2023-06-30 111986323 MARCUM LLP 1 RESEARCH COURT SUITE 400 ROCKVILLE MD 20850 990 2022-07-01 237148218 ASSOCIATION FOR HEALTHCARE PHILANTHROPY ASSO 7035326243 2550 SOUTH CLARK STREET SUITE 810 ARLINGTON VA 22202 ALICE AYRES KIRKPATRICK PRESIDENT AND CEO 7035326243 2024-05-06 1 ALICE AYRES KIRKPATRICK XXX-XX-XXXX 1 AARON M FOX P01365820 3016913600 2024-04-26 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALICE AYRES KIRKPATRICK 2550 SOUTH CLARK STREET SUITE 810 ARLINGTON VA 22202 6698291 0 X WWW.AHP.ORG X 1970 KS TO PROVIDE A SOURCE OF EDUCATION, NETWORKING, INFORMATION, AND RESEARCH OPPORTUNITIES IN HEALTH CARE PHILANTHROPY. 8 8 19 146 40380 0 82590 216317 3150245 4344497 165529 23643 3463 110 3401827 4584567 0 250 0 0 2335109 2463925 0 0 0 1336238 2394607 3671347 4858782 -269520 -274215 6140277 7030844 2898567 3780396 3241710 3250448 X AHP IS AN INTERNATIONAL ASSOCIATION WHOSE MISSION IS TO INSPIRE EDUCATE AND SERVE THOSE TRANSFORMING HEALTHCARE THROUGH PHILANTHROPY. IT DOES THIS BY: ENHANCING THE EFFECTIVE PERFORMANCE AND PROFESSIONALISM OF ITS MEMBERS; PROMOTING THE IMPORTANCE OF PHILANTHROPY, VOLUNTEERISM, AND THE ROLE OF NOT-FOR-PROFIT HEALTHCARE INSTITUTIONS AND ORGANIZATIONS; PROVIDING COMPREHENSIVE EDUCATION AND ACCREDITATION PROGRAMS OF RECOGNIZED VALUE; STRENGTHENING THE ABILITY OF HEALTHCARE INSTITUTIONS AND ORGANIZATIONS TO ATTRACT RESOURCES THROUGH PROFESSIONAL DEVELOPMENT EFFORTS; FOSTERING ADHERENCE TO ESTABLISHED PROFESSIONAL STANDARDS, ETHICAL CONDUCT, AND A COMMITMENT TO SERVICE; FACILITATING AND PROMOTING THE SHARING OF EXPERTISE AMONG COLLEAGUES IN A SPIRIT OF COOPERATION AND MUTUAL RESPECT; ENCOURAGING THE ESTABLISHMENT OF COMPREHENSIVE DEVELOPMENT PROGRAMS IN HEALTHCARE INSTITUTIONS AND ORGANIZATIONS; STRENGTHENING THE ASSOCIATION'S POSITION AS THE PRIMARY AUTHORITY ON HEALTHCARE PHILANTHROPY. 0 0 EDUCATION/MEETINGS: AHP HOSTS IN-PERSON AND VIRTUAL MEETINGS TO PROVIDE AN OPPORTUNITY FOR HEALTH CARE PHILANTHROPY PROFESSIONALS TO ATTEND FOCUSED LEARNING ON PROGRAMS THAT WILL ENHANCE THEIR CURRENT DEVELOPMENT PROGRAM. SESSIONS INCLUDE COURSES ON FUND RAISING, MARKETING, PLANNING AND COMMUNICATIONS. MARKETING AND COMMUNICATIONS: AHP PUBLISHES, AMONG OTHERS, A BI-WEEKLY NEWS BRIEF, AN ASSOCIATION NEWSLETTER, A JOURNAL, WHITE PAPERS, INDUSTRY DATA, COMPENSATION REPORTS, TRENDS AND BENCHMARKS. THE AHP WEBSITE (WWW.AHP.ORG) PROVIDES THE LATEST INFORMATION ON INDUSTRY BEST PRACTICES, EDUCATIONAL EVENTS, PUBLICATIONS, CERTIFICATION/RECOGNITION PROGRAMS, A RESOURCE CENTER, ONLINE COMMUNITIES, GOVERNMENT RELATIONS ACTIVITIES, MEMBER BENEFITS AND SERVICES. MEMBERSHIP: AHP MEMBERS INCLUDE 8,000 PROFESSIONALS IN NORTH AMERICA AND AROUND THE WORLD WHO RAISE MONEY FOR HEALTH CARE THROUGH PHILANTHROPY. AHP IS THE SOURCE FOR STANDARDS, KNOWLEDGE AND LEADERSHIP FOR THE SEASONED PROFESSIONAL, TO THOSE JUST ENTERING THE FIELD AND FOR THOSE PROVIDING SUPPORT TO THE HEALTH CARE PHILANTHROPY INDUSTRY. 0 1 0 1 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 22 0 1 19 1 1 1 1 CA 0 0 1 0 0 0 0 X 8 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X NORMAN FLORES CFO 7035326243 2550 SOUTH CLARK STREET SUITE 810 ARLINGTON VA 22202 RANDY A VARJU MBA FAHP CFRE IMMEDIATE PAST CHAIR 4.00 X X 0 0 0 ARTHUR J OCHOA JD CHAIR 4.00 1.00 X X 0 0 0 TAMMY MORISON CFRE VICE CHAIR 4.00 1.00 X X 0 0 0 SHAWN FINCHER SECRETARY/TREASURER 4.00 1.00 X X 0 0 0 JULIE E COX FAHP CFRE DIRECTOR 4.00 1.00 X 0 0 0 JEANNE JACHIM DIRECTOR 4.00 X 0 0 0 ALICE AYRES KIRKPATRICK MBA PRESIDENT/CEO 39.00 1.00 X X 484437 0 46042 PRESTON WALTON DIRECTOR 4.00 X 0 0 0 CRYSTAL HINSON MILLER DIRECTOR 4.00 X 0 0 0 NORMAN FLORES CFO 39.00 1.00 X 199472 0 18924 JOHN WILSON CHIEF LEARNING OFFICER 39.50 0.50 X 150028 0 14859 JENNIFER LOVE CHIEF CONTENT & MARKETING OFFICER 39.50 0.50 X 192389 0 15290 ARMAINE DECASTRO ASSOCIATE DIRECTOR OF MEMBERSHIP 40.00 0.00 X 115886 0 11783 MARY ANN DONLIN EXECUTIVE ASSISTANT/FOUNDATION ASSISTANT 39.00 1.00 X 103637 0 4439 1245849 0 111337 6 0 1 0 JONATHAN CHASHPER 1 RESEARCH COURT SUITE 450 ROCKVILLE MD 20850 IT PRODUCT/DEVELOPMENT MANAGEMENT 252983 1 216317 216317 MEMBERSHIP DUES 900099 2397578 2397578 EDUCATIONAL CONFERENCE 900099 1783775 1624004 159771 PUBLICATIONS 541800 163144 122764 40380 4344497 138459 138459 1998908 2113724 -114816 -114816 -114816 OTHER INCOME 900099 110 110 110 4584567 4144456 40380 183414 X 250 809633 1395227 34813 89009 135243 37351 28445 31956 572841 160817 134576 122328 209482 897873 31292 54479 23301 DUES AND SUBSCRIPTIONS 63353 EDUCATION AND STAFF DEV 17485 BAD DEBT 4740 MISCELLANEOUS 4288 4858782 250 250 1359285 1415516 22911 256122 336121 229758 918448 713231 259696 205217 4028968 4153471 133046 770510 6140277 7030844 428396 363233 1882630 2296262 6945 587541 1113956 2898567 3780396 X 3241710 3250448 3241710 3250448 6140277 7030844 -274215 282953 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2397578 17500 -440504 -423004 47952 -470956 0 1 X 357935 168283 189652 560513 544948 15565 205217 INVESTMENTS - DEFERRED COMP 149675 ROU 620835 770510 DEFERRED COMP OBLIGATION 149675 LEASE LIABILITIES 964281 1113956 X PART IV, LINE 2B: FUNDS ARE COLLECTED BY AHP ON BEHALF OF THE HEALTH SYSTEM PHILANTHROPY LEADERSHIP GROUP (HSPLG). THE LIABILITY BALANCE REPRESENTS THE AMOUNT REMAINING FROM THOSE DUES AFTER VARIOUS MEETINGS OF THE GROUP WERE HELD. HSPLG INTENDS TO USE THE FUNDS FOR A RESEARCH INITIATIVE OR TO FUND FUTURE MEETINGS OF THE MEMBER CEOS. THE BALANCE ON 06/30/2023 WAS $6,945. PART X, LINE 2: AHP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ASSOCIATION, HOWEVER, IS REQUIRED TO REPORT UNRELATED BUSINESS INCOME TO THE INTERNAL REVENUE SERVICE (IRS) AND THE STATE OF VIRGINIA. THE ASSOCIATION INCURRED UNRELATED BUSINESS INCOME TAX EXPENSE OF $0 FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. THE INCOME TAX POSITIONS TAKEN BY THE ASSOCIATION FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT THE ASSOCIATION CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THE ASSOCIATION HAS PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. THE ASSOCIATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE ASSOCIATION'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. NORTH AMERICA 0 0 PROGRAM SERVICE CANADIAN EDUCATIONAL CONFERENCE 310600 0 0 0 0 0 0 310600 0 310600 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X X X X X X 0 0 0 ALICE AYRES KIRKPATRICK MBA PRESIDENT/CEO 377517 0 106920 0 0 0 0 0 46042 0 530479 0 0 0 NORMAN FLORES CFO 181366 0 18106 0 0 0 5989 0 12935 0 218396 0 0 0 JENNIFER LOVE CHIEF CONTENT & MARKETING OFFICER 181427 0 10962 0 0 0 4234 0 11056 0 207679 0 0 0 JOHN WILSON CHIEF LEARNING OFFICER 136480 0 13548 0 0 0 4506 0 10353 0 164887 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 INDIVIDUAL, INSTITUTIONAL, AND PRIME MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE VOTING MEMBERS OF THE ASSOCIATION FOR HEALTHCARE PHILANTHROPY ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND CFO REVIEW THE DRAFT AND FINAL COPIES OF THE FORM 990 AND MEMBERS OF THE BOARD ARE PROVIDED COPIES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL MEMBERS OF THE BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST STATEMENT WHICH REQUIRES DISCLOSURE OF ANY POSSIBLE POTENTIAL CONFLICT OF INTEREST AND THE AGREEMENT TO REPORT ANY POTENTIAL FUTURE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE UTILIZES THE AHP ANNUAL INCENTIVE PROGRAM AS A TOOL FOR ANNUALLY EVALUATING CEO PERFORMANCE AND DETERMINING CEO COMPENSATION. ADDITIONAL RESOURCES USED INCLUDE INDUSTRY COMPENSATION STUDIES AND SURVEYS AS WELL AS INDEPENDENT EXECUTIVE COMPENSATION CONSULTANTS. A FORMAL PERFORMANCE REVIEW AND APPRAISAL PROCESS IS COMPLETED ANNUALLY TO DETERMINE EMPLOYEES' COMPENSATION. PUBLISHED DATA OF ASSOCIATION COMPENSATION STUDIES AND SURVEYS ARE UTILIZED AS RESOURCES. AN INDEPENDENT CONSULTANT PERIODICALLY PERFORMS A CUSTOMIZED COMPENSATION STUDY OF MARKET COMPARISONS, SALARY RANGES, AND SALARY RATES FOR THE ASSOCIATION'S POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE AHP BYLAWS AND THE AHP STATEMENT OF PROFESSIONAL STANDARDS AND CONDUCT ARE AVAILABLE ON THE AHP WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL OUTSIDE SERVICE 334,507. DESIGN & EDITING 9,250. HONORARIA 57,289. WEBSITE/INTERNET 576. IT CONSULTING 136,091. EMPLOYEE RECRUITMENT 345. PAYROLL/HR SERVICE 34,783. AHP FOUNDATION 2550 SOUTH CLARK STREET STE 810 ARLINGTON VA 22202 237359389 EDUCATIONAL FOUNDATION KS 501(C)(3) LINE 10 AHP 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0