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← INSTITUTE FOR ACCOUNTABLE CARE

Form 990 for tax year 2023

Filed by INSTITUTE FOR ACCOUNTABLE CARE.

Totals

Total revenue
$1,316,144
Total expenses
$1,498,498
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,289,486
Investment income
$26,658
Other revenue
$0
Total assets, end of year
$813,792
Total liabilities, end of year
$60,852
Net assets or fund balances, end of year
$752,940
Program services expenses (Part IX)
$1,366,377
Management and general expenses
$132,121
Fundraising expenses
$0
Program service expenses (Part III)
$1,366,377

Program services were 91.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: RESEARCH AND EDUCATION

    total $1,289,486 · related or exempt $1,289,486

  • 3 · Investment income

    total $26,658 · excluded $26,658

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $446,649 · program services $396,814 · management and general $49,835

  • 7 · Other salaries and wages

    total $587,803 · program services $536,715 · management and general $51,088

  • 9 · Other employee benefits

    total $69,124 · program services $63,352 · management and general $5,772

  • 10 · Payroll taxes

    total $80,084 · program services $74,042 · management and general $6,042

  • 11c · Fees: accounting

    total $3,850 · management and general $3,850

  • 11g · Fees: other

    total $182,884 · program services $180,780 · management and general $2,104

  • 13 · Office expenses

    total $5,334 · management and general $5,334

  • 16 · Occupancy

    total $7,370 · program services $6,814 · management and general $556

  • 23 · Insurance

    total $7,499 · management and general $7,499

  • 24a · Other expenses: SOFTWARE LICENSES

    total $103,760 · program services $103,760

  • 24b · Other expenses: GRANT RELATED SUBCONTRA

    total $4,100 · program services $4,100

  • 24c · Other expenses: OTHER EXPENSES

    total $41 · management and general $41

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $388,637 · end of year $92,257

  • 2 · Savings and temporary cash investments

    beginning of year $350,176 · end of year $586,835

  • 4 · Accounts receivable

    beginning of year $216,256 · end of year $134,700

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,775 · end of year $60,852

  • 27 · Net assets without donor restrictions

    beginning of year $935,294 · end of year $752,940

Mission and programs · 2023

Mission

TO BUILD THE EVIDENCE BASE ON THE IMPACT OF ACCOUNTABLE CARE DELIVERY STRATEGIES ON BOTH QUALITY AND COST AND TO IDENTIFY AND DISSEMINATE BEST PRACTICES IN ACCOUNTABLE CARE.

  • TO BUILD THE EVIDENCE BASE ON THE IMPACT OF ACCOUNTABLE CARE DELIVERY STRATEGIES ON BOTH QUALITY AND COST AND TO IDENTIFY AND DISSEMINATE BEST PRACTICES IN ACCOUNTABLE CARE.

    Expenses $1,366,377 · Revenue $1,289,486

As filed on the 2023 return.

Listed in Part VII

  • Robert A Berenson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Don Berwick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Clif Gaus

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Mark M McClellan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • J M McWilliams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stephen Nuckolls

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1.5

  • Denise Prince

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lisa Simpson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Mechanic

    EXECUTIVE DIRECTOR

    Total calculated
    $255,289
    From this org
    $245,470
    From related orgs
    $0
    Other
    $9,819
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $171,000
    Bonus
    $25,000
    Other
    $49,470
    Deferred
    $0
    Nontaxable benefits
    $9,819
    Filer's total
    $255,289

  • Daniel Koppel

    DIRECTOR OF APPLIED ANALYTICS

    Total calculated
    $191,360
    From this org
    $184,000
    From related orgs
    $0
    Other
    $7,360
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $169,000
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,360
    Filer's total
    $191,360

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
26 June 2024
IRS schema version
2023v5.1
Source object
202441789349301239

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