Form 990 for tax year 2023
Filed by THE FOUNDATION FOR POST-ACUTE AND LONG-TERM CARE MEDICINE.
Totals
- Total revenue
- $561,621
- Total expenses
- $432,957
- Contributions and grants received
- $549,962
- Grants paid
- $144,406
- Program service revenue
- $0
- Investment income
- $11,659
- Other revenue
- $0
- Total assets, end of year
- $876,267
- Total liabilities, end of year
- $98,841
- Net assets or fund balances, end of year
- $777,426
- Program services expenses (Part IX)
- $259,971
- Management and general expenses
- $125,178
- Fundraising expenses
- $47,808
- Program service expenses (Part III)
- $259,971
Program services were 60.0% 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.
-
1d · Related organizations
$17,615
-
1f · All other contributions, gifts and grants
$532,347
-
3 · Investment income
total $11,659 · excluded $11,659
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $144,406 · program services $144,406
-
5 · Compensation of officers, directors and key employees
total $96,424 · program services $38,569 · management and general $38,570 · fundraising $19,285
-
7 · Other salaries and wages
total $58,438 · program services $23,375 · management and general $23,376 · fundraising $11,687
-
8 · Pension plan contributions
total $34 · program services $14 · management and general $14 · fundraising $6
-
9 · Other employee benefits
total $15,244 · program services $6,098 · management and general $6,096 · fundraising $3,050
-
10 · Payroll taxes
total $12,142 · program services $4,856 · management and general $4,858 · fundraising $2,428
-
11c · Fees: accounting
total $8,700 · management and general $8,700
-
11f · Fees: investment management
total $541 · management and general $541
-
11g · Fees: other
total $14,156 · program services $14,034 · management and general $122
-
12 · Advertising and promotion
total $2,000 · program services $2,000
-
13 · Office expenses
total $12,994 · program services $1,439 · management and general $11,263 · fundraising $292
-
14 · Information technology
total $14,048 · program services $20 · management and general $12,404 · fundraising $1,624
-
16 · Occupancy
total $4,251 · program services $1,700 · management and general $1,701 · fundraising $850
-
17 · Travel
total $10,358 · program services $4,229 · management and general $5,339 · fundraising $790
-
19 · Conferences, conventions and meetings
total $16,432 · program services $16,432
-
21 · Payments to affiliates
total $5,976 · management and general $5,976
-
22 · Depreciation, depletion and amortization
total $4,462 · program services $1,784 · management and general $1,786 · fundraising $892
-
23 · Insurance
total $2,339 · management and general $935 · fundraising $1,404
-
24a · Other expenses: MISCELLANEOUS
total $10,012 · program services $1,015 · management and general $3,497 · fundraising $5,500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $330,770 · end of year $141,544
-
2 · Savings and temporary cash investments
beginning of year $237,412 · end of year $375,031
-
3 · Pledges and grants receivable
end of year $35,000
-
10a · Land, buildings and equipment: cost or other basis
$13,385
-
10b · Land, buildings and equipment: accumulated depreciation
$8,219
-
10c · Land, buildings and equipment, net
beginning of year $9,627 · end of year $5,166
-
11 · Investments: publicly traded securities
end of year $319,526
-
12 · Investments: other securities
beginning of year $166,814
-
17 · Accounts payable and accrued expenses
beginning of year $5,608 · end of year $7,086
-
25 · Other liabilities
beginning of year $107,920 · end of year $91,755
-
27 · Net assets without donor restrictions
beginning of year $580,149 · end of year $654,442
-
28 · Net assets with donor restrictions
beginning of year $50,946 · end of year $122,984
Mission and programs · 2023
Mission
TO ADVANCE EXCELLENCE AND INNOVATION IN THE LONG-TERM CARE CONTINUUM THROUGH RESEARCH AND ITS TRANSLATION INTO PRACTICE.
-
AWARDS AND GRANTS FUNDING PROJECTS - THE FOUNDATION ACCEPTS REQUESTS FOR FUNDING THAT MEET ITS MISSION AREAS OF SUPPORTING RESEARCH, CLINICAL PRACTICE TOOLS, EDUCATION AND WORKFORCE DEVELOPMENT INITIATIVES. GUIDELINES FOR SUBMITTING PROPOSALS HAVE BEEN DEVELOPED AND PROCEDURES ARE IN PLACE FOR A COMMITTEE OF VOLUNTEERS TO REVIEW AND RECOMMEND FUNDING PROJECTS TO THE FOUNDATION BOARD OF DIRECTORS FOR APPROVAL.
Expenses $163,645 · Grants $144,406
-
ANNUAL CONFERENCE - THE FOUNDATION PARTICIPATES IN AMDA'S ANNUAL CONFERENCE BY PROMOTING ITS MISSION, AND IMPACT FROM THE PRIOR YEAR, WHILE RECOGNIZING EXISTING DONORS AND ENCOURAGING FUTURE DONOR ENGAGEMENT. THE FOUNDATION ALSO RECOGNIZES EXCELLENCE IN THE FIELD OF POST-ACUTE AND LONG-TERM CARE ("PALTC") THROUGH ITS ANNUAL EXCELLENCE AWARDS PROGRAM PUBLICLY RECOGNIZING THOSE WHO HAVE BEEN NOMINATED AND SELECTED FOR THE FOUR NAMED INDIVIDUAL AWARDS. THE FOUNDATION FUNDS AMDA'S FUTURES PROGRAM, A WORKFORCE DEVELOPMENT INITIATIVE MANAGED WHICH IS AN INTENSIVE LEARNING EXPERIENCE DESIGNED TO EXPOSE RESIDENTS, FELLOWS, AND ADVANCED PRACTITIONERS TO THE CAREER OPPORTUNITIES AVAILABLE IN POST-ACUTE AND LONG-TERM CARE MEDICINE.
Expenses $56,036
-
INDUSTRY PROGRAMS - THE FOUNDATION HOSTS AN INDUSTRY ADVISORY BOARD (IAB) PROGRAM TO CONNECT CORPORATE INDUSTRY LEADERS WITH PALTC PRACTITIONERS AND MEDICAL LEADERS FOR COLLABORATIVE DISCUSSIONS FOR THE BENEFIT OF THE EXCELLENCE IN THE DELIVERY OF PALTC CARE.
Expenses $40,290
As filed on the 2023 return.
Listed in Part VII
-
Michelle ZinnertMICHELLE ZINNERT
EXECUTIVE DIRECTOR AS OF APRIL
- Total calculated
- $212,343
- From this org
- $0
- From related orgs
- $189,548
- Other
- $22,795
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $189,548 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $1,450 related
- Nontaxable benefits
- $0 + $21,345 related
- Filer's total
- $0 + $212,343 related
-
Christopher E Laxton CaeCHRISTOPHER E LAXTON CAE
EXECUTIVE DIRECTOR UNTIL APRIL
- Total calculated
- $154,460
- From this org
- $0
- From related orgs
- $146,601
- Other
- $7,859
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $146,601 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $3,033 related
- Nontaxable benefits
- $0 + $4,826 related
- Filer's total
- $0 + $154,460 related
-
Victoria HannVICTORIA HANN
FOUNDATION DIRECTOR
- Total calculated
- $96,424
- From this org
- $0
- From related orgs
- $96,424
- Other
- $0
- Hours/week
- 40
-
Susan Levy MD Cmd ChairSUSAN LEVY MD CMD CHAIR
UNTIL MARCH, THEN PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
Heidi White MD Med MPH CmdHEIDI WHITE MD MED MPH CMD
CHAIR-ELECT UNTIL MARCH, THEN CHAIR
- Total calculated
- $0
- Hours/week
- 2.5
-
James Lett MD CmdrJAMES LETT MD CMDR
IMMEDIATE PAST CHAIR UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 2.5
-
Cari LevyCARI LEVY
CHAIR-ELECT AS OF MARCH
- Total calculated
- $0
- Hours/week
- 2.5
-
J Kenneth Brubaker MD CmdJ KENNETH BRUBAKER MD CMD
TREASURER/SECRETARY
- Total calculated
- $0
- Hours/week
- 2.5
-
Barbara Zarowitz Pharmd Bcgp FccpBARBARA ZAROWITZ PHARMD BCGP FCCP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2.5
-
Tom HaithcoatTOM HAITHCOAT
DIRECTOR AS OF MARCH
- Total calculated
- $0
- Hours/week
- 2.5
-
Wayne SaltsmanWAYNE SALTSMAN
DIRECTOR AS OF MARCH
- Total calculated
- $0
- Hours/week
- 2.5 + 2 related
-
Denise Wassenaar RN Ms NhaDENISE WASSENAAR RN MS NHA
DIRECTOR UNTIL MARCH
- Total calculated
- $0
- Hours/week
- 2.5
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
-
DRIVE TO DEPRESCRIBE PROGRAM; COMMUNITY PLATFORM FOR AMDA MEMBERSHIP; 2023 FUTURES PROGRAM REGISTRATION FEES, TRAVEL, MEALS, ETC. FOR 86 FUTURES PROGRAM ATTENDEES; STAFF SUPPORT FUNDS FOR AMDA ALL STAFF MEETING
-
MCGARRY CONSULTING
$25,000
CMDS IN NURSING HOMES: AN EVALUATION OF THE CURRENT LANDSCAPE, THEIR ASSOCIATION WITH QUALITY, AND EARLY IMPACTS OF CALIFORNIA LAW AB749
-
DR. CHARLES SEMELKA: POST-ACUTE CARE UTILIZATION PATTERNS AND OUTCOMES FOR FRAIL OLDER ADULTS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMDA - THE SOCIETY FOR POST - ACUTE AND LONG - TERM CARE MEDICINE
501(C)(6) · TO PROMOTE AND ENHANCE THE DEVLOPMENT OF PROCTITIONERS AND LEADERS. · MD
-
AMERICAN BOARD OF POST - ACUTE AND LONG - TERM CARE MEDICINE INC
501(C)(6) · CERTIFYING MEDICAL DIRECTORS OF LONG TERM CARE FACILITIES · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412349349300306
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