Civic Intelligence

Accp Research Institute

EIN 43-1717075 • 501(c)3 • Lenexa, KS

Profile

To improve human health by supporting research, scholarship, and practice.

13000 West 87th Street ParkwayLenexa, KS 66215

www.accpfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

25%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

67th percentile

11%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

29th percentile

-3.5%

Faster revenue growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,137,609

Up $313,235 (+11%) from 2022

Liabilities

Down

$10,958

Down $22,708 (-67%) from 2022

Net Assets

Up

$3,126,651

Up $335,943 (+12%) from 2022

Operations
Liabilities / Revenue35th percentileNet Margin78th percentile

Revenue

Down

$446,871

Down $16,215 (-3.5%) from 2022

Expenses

Down

$333,331

Down $48,393 (-13%) from 2022

Net Income

Up

$113,540

Up $32,178 (+40%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $940,549Liabilities 2011: $1,886Net Assets 2011: $938,6632011Assets 2012: $1,158,356Liabilities 2012: $195Net Assets 2012: $1,158,1612012Assets 2013: $1,434,497Liabilities 2013: $7,506Net Assets 2013: $1,426,9912013Assets 2014: $1,746,190Liabilities 2014: $6,927Net Assets 2014: $1,739,2632014Assets 2015: $1,977,601Liabilities 2015: $19,200Net Assets 2015: $1,958,4012015Assets 2016: $2,099,092Liabilities 2016: $7,742Net Assets 2016: $2,091,3502016Assets 2017: $2,300,286Liabilities 2017: $22,773Net Assets 2017: $2,277,5132017Assets 2018: $2,309,732Liabilities 2018: $8,481Net Assets 2018: $2,301,2512018Assets 2019: $2,578,238Liabilities 2019: $14,931Net Assets 2019: $2,563,3072019Assets 2020: $2,786,871Liabilities 2020: $87,525Net Assets 2020: $2,699,3462020Assets 2021: $3,073,373Liabilities 2021: $40,445Net Assets 2021: $3,032,9282021Assets 2022: $2,824,374Liabilities 2022: $33,666Net Assets 2022: $2,790,7082022Assets 2023: $3,137,609Liabilities 2023: $10,958Net Assets 2023: $3,126,6512023

Highlighted filing

2023

Assets$3,137,609
Liabilities$10,958
Net Assets$3,126,651
Open 2023 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $439,167Expenses 2011: $343,789Net Income 2011: $95,3782011Expenses 2012: $325,5062012Revenue 2013: $627,614Expenses 2013: $367,168Net Income 2013: $260,4462013Revenue 2014: $729,577Expenses 2014: $421,081Net Income 2014: $308,4962014Revenue 2015: $764,873Expenses 2015: $523,571Net Income 2015: $241,3022015Revenue 2016: $667,554Expenses 2016: $534,736Net Income 2016: $132,8182016Revenue 2017: $617,111Expenses 2017: $499,782Net Income 2017: $117,3292017Revenue 2018: $619,485Expenses 2018: $431,925Net Income 2018: $187,5602018Revenue 2019: $517,401Expenses 2019: $433,487Net Income 2019: $83,9142019Revenue 2020: $343,602Expenses 2020: $388,987Net Income 2020: -$45,3852020Revenue 2021: $505,066Expenses 2021: $367,138Net Income 2021: $137,9282021Revenue 2022: $463,086Expenses 2022: $381,724Net Income 2022: $81,3622022Revenue 2023: $446,871Expenses 2023: $333,331Net Income 2023: $113,5402023

Highlighted filing

2023

Revenue$446,871
Expenses$333,331
Net Income$113,540
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,137,609
Liabilities
$10,958
Net assets
$3,126,651
Revenue
$446,871
Expenses
$333,331
Net income
$113,540
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.14$0.01$3.13$0.45$0.33$0.11
2022Summary only. Only limited summary data is available for this year.$2.82$0.03$2.79$0.46$0.38$0.08
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.04$3.03$0.51$0.37$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.09$2.70$0.34$0.39$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.58$0.01$2.56$0.52$0.43$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.01$2.30$0.62$0.43$0.19
2017Summary only. Only limited summary data is available for this year.$2.30$0.02$2.28$0.62$0.50$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.01$2.09$0.67$0.53$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.02$1.96$0.76$0.52$0.24
2014Summary only. Only limited summary data is available for this year.$1.75$0.01$1.74$0.73$0.42$0.31
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.43$0.63$0.37$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.33
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.94$0.44$0.34$0.10
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 11, 2022
Return Version
2021v4.0
Gross Receipts
$505,066
Mission and Program Overview

Mission

To improve human health by supporting research, scholarship, and practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,726,948$1,982,425▲ $255,477
Cash and Non-Interest-Bearing Accounts$541,731$1,088,758▲ $547,027
Savings and Temporary Cash Investments$517,957--
Prepaid Expenses and Deferred Charges$235$2,190▲ $1,955
Total Assets$2,786,871$3,073,373▲ $286,502
Liabilities
Accounts Payable and Accrued Expenses$87,525$40,445▼ $47,080
Total Liabilities$87,525$40,445▼ $47,080
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,687,867$3,020,574▲ $332,707
Net Assets With Donor Restrictions$11,479$12,354▲ $875
Total Net Assets Fund Balance$2,699,346$3,032,928▲ $333,582
Total Liabilities and Net Assets / Fund Balance$2,786,871$3,073,373▲ $286,502

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$16,033$16,033
Equipment-$12,802$12,802
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Sheldon G Holstad Pharm DSecretary &PT$178,383$178,383

Board Members and Trustees

NameTitle
Jeffrey Bishop Pharm D Ms BcppChair
Jimmi H Kolpek Pharmd FccpfccmVice-chair
Sheldon G Holstad Pharm DSecretary & Director
Erika J Ernst Pharmd Bcidp FccpTrustee
Eva M Vasquez Pharm D Fccp BcpsTrustee
Henry Dunnenberger Iv Pharm DbcpsTrustee
Julie Banderas Pharm D Fccp BcpsTrustee
Mary Wllee Pharmd Bcps FccpTrustee
Robert B Parker Pharmd FccpTrustee
Robert Maclaren Pharm D Fccp FccmTrustee
Michael S Maddux Pharm DfccpEx-off Accp
Leigh a Ross Pharm Dbcps Fashp FccpEx-officio a
Kari L Olson Pharm D Fccp BcpsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$440,760
Program Service Revenue
$0
Investment Income
$64,306
Other Revenue
$0
All Other Contributions
$79,615
Change in Net Assets
$137,928

Audited Revenue Reconciliation

Revenue per Audited Statements
$501,367
Revenue Not Reported on Financial Statements
$3,699
Revenue Not Reported on Form 990
$195,654
Total Revenue per Audited Statements
$697,021
Total Revenue per Form 990
$505,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$178,383
Other Expenses$111,488
Grants and Similar Amounts Paid$77,267
Total Fundraising Expense$42,927
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$95,025$37,707$10,288$143,020
Grants to Domestic Orgs$77,267--$77,267
Fees for Services Management$12,884$32,249$19,593$64,726
Fees for Services Other$17,762$13,049$5,438$36,249
Other Employee Benefits$4,049$10,123$6,074$20,246
Other Salaries and Wages$10,073$3,953$1,091$15,117
Fees for Services Accounting-$4,550-$4,550
Fees for Service Investment Mgmnt Fees-$3,699-$3,699
Other Expenses$172$169$53$394
Total Functional Expenses$217,492$106,719$42,927$367,138

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$367,138
Expenses per Audited Statements$363,439
Total Expenses per Audited Statements$363,439
Expenses Not Reported on Financial Statements$3,699
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of HoustonHouston, TX--$40,000
University of TennesseeMemphis, TN--$17,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Frontier Fund -$105,676---
Total Events$105,676---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The return was reviewed by the board of trustees prior to being submitted. A copy of the return will be maintained for public inspection.”

Form 990, Page 6, Part VI, Line 12C

“Before each board meeting a conflict of interest reminder is given in writing and verbally.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the 990, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Accp Foundation
EIN
43-1717075
Phone
9134923311
Address
13000 WEST 87TH STREET PARKWAY, LENEXA, KS 66215

Signing Officer

Name
Sheldon G Holstad Pharm D
Title
Secretary & Director
Phone
9134923311
Signed
2022-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheldon G Holstad Pharm D
Formed
1995
Legal Domicile
Mo
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Bridgebuilder Tax Legal Services Pa
Address
9325 PFLUMM RD, LENEXA, KS 66215-3347
Preparer
Brian G Scott
Phone
9134926008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Accp-f is exempt from income taxes under section 501(c)(3) of the internal revenue code and is therefore exempt from federal income taxes. Accp-f is responsible for paying taxes on all unrelated business income. Uncertain tax provisions, if any, are recorded in accordance with financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes, which require the recognition of a liability for tax positions taken that do not meet the more-likely-than-not standard that the position will be sustained upon examination by the taxing authorities. There is no liability for uncertain tax positions recorded at december 31, 2021. The organizations open examination periods are 2018 and forward.”

Raw XML AppendixShowing 400 of 520 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH GRANTS - PROVIDE RESEARCH GRANTS AND AWARDS TO SUPPORT CLINICAL PHARMACY RESEARCH.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PRACTICE-BASED RESEARCH - FACILITATE COLLABORATIVE RESEARCH THAT PROMOTES THE SAFE, EFFICACIOUS, AND COST-EFFECTIVE USE AND DELIVERY OF MEDICATIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION REVIEWED THE IRS DETERMINATION LETTER RECEIVED BY THE SUPPORTED ORGANIZATION TO CONFIRM THE SUPPORTED ORGANIZATION QUALIFIED UNDER SECTION 501(C)(6). EACH YEAR THE ORGANIZATION REVIEWS THE SUPPORTED ORGANIZATION'S FORM 990 TO DETERMINE THE SUPPORTED ORGANIZATION SATISFIED THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2)
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ACCP FOUNDATION WAS FORMED TO IMPROVE HUMAN HEALTH THROUGH SUPPORT OF RESEARCH, SCHOLARSHIP, AND ADVANCED PRACTICE. THE ORGANIZATION IS ALIGNED WITH THE AMERICAN COLLEGE OF CLINICAL PHARMACY, INC., A 501(C)(6) ORGANIZATION ("ACCP")(SUPPORTED ORGANIZATION). THE ORGANIZATION OBTAINS FUNDING FOR NUMEROUS RESEARCH GRANTS TO BE PERFORMED BY CLINICAL PHARMACISTS, AND THEN SEEKS APPLICATIONS FROM CLINICAL PHARMACISTS TO CONDUCT SUCH RESEARCH GRANTS. THE FUNDING IS USUALLY OBTAINED FROM MEMBER DONATIONS AND THE SUPPORTING ORGANIZATION. RESEARCH GRANTS REQUIRE THE PARTICIPANTS TO PRESENT THE RESULTS OF THEIR RESEARCH TO PEERS, WHICH MAY INCLUDE PUBLICATION IN ONE OF THE 2 OFFICIAL ACCP JOURNALS, PHARMACOTHERAPY OR JOURNAL OF THE AMERICAN COLLEGE OF CLINICAL PHARMACY, AND PROVIDED TO MEMBERS OF ACCP.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2ALL OF THE ACTIVITIES IDENTIFIED IN SCHEDULE A, PART IV, SECTION E, LINE 2A WERE CONDUCTED BY THE 501(C)(6) ORGANIZATION, ACCP. THE GOVERNING BODY OF ACCP, ITS BOARD OF REGENTS, DETERMINED THAT A SEPARATE ENTITY COULD BETTER PROMOTE AND SUPPORT RESEARCH, SCHOLARSHIP, AND ADVANCED PRACTICE.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, LINE 3B
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION E, LINE 2A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION E, LINE 2B
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0AMERICAN COLLEGE OF CLINICAL PHARMACY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0AMERICAN COLLEGE OF CLINICAL PHARMACY
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCP-F IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS THEREFORE EXEMPT FROM FEDERAL INCOME TAXES. ACCP-F IS RESPONSIBLE FOR PAYING TAXES ON ALL UNRELATED BUSINESS INCOME. UNCERTAIN TAX PROVISIONS, IF ANY, ARE RECORDED IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH REQUIRE THE RECOGNITION OF A LIABILITY FOR TAX POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT STANDARD THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THERE IS NO LIABILITY FOR UNCERTAIN TAX POSITIONS RECORDED AT DECEMBER 31, 2021. THE ORGANIZATIONS OPEN EXAMINATION PERIODS ARE 2018 AND FORWARD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRONTIER FUND -
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF TENNESSEE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF HOUSTON
IRS990ScheduleI/RecipientTable/RecipientEIN0626001636
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0847 MONROE AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11441 MOURSUND STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MEMPHIS
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS THE PROPOSAL AND BUDGET SUBMITTED BY EACH GRANT APPLICANT, AND ASKS FOR AND REVIEWS THE GRANT REPORT AND RELATED ACCOUNTING AT THE CONCLUSION OF THE GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SHELDON G HOLSTAD PHARM D
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY & DIRECTOR
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO BEING SUBMITTED. A COPY OF THE RETURN WILL BE MAINTAINED FOR PUBLIC INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE EACH BOARD MEETING A CONFLICT OF INTEREST REMINDER IS GIVEN IN WRITING AND VERBALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES THE 990, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C

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