Academyhealth improves Health and Health care for all by advancing evidence to inform policy and practice.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 1,200 volunteers and 63 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $244K a year · 2% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$4.0M
to officers and key staff · 23% of spending
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $3.7M in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$8.2M
64% of total assets
Fine: liabilities are 64% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.1M
-10% vs prior year
Spent
$17.5M
To programs
73%
Net assets
$4.6M
By yearFY2020–FY2024
Revenue
$16.1M
FY2024▼ -10%
Tap a bar for its year
Revenue by fiscal year
FY2020$11.4M
FY2021$11.0M
FY2022$12.2M
FY2023$17.9M
FY2024$16.1M
Expenses
$17.5M
FY2024▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$11.3M
FY2021$10.9M
FY2022$12.3M
FY2023$15.4M
FY2024$17.5M
Net assets
$4.6M
FY2024▼ -15%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.2M
FY2021$3.3M
FY2022$2.5M
FY2023$5.4M
FY2024$4.6M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1983.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $12.7M Management & general 27% · $4.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

28 people listed on the 990; $4.0M paid to officers and key staff.

Part VII, Section A · reportable compensation
President and CEO (until 3/31/24)
$1,308,829Pt VII · Sec A
President and CEO (from 3/18/24)
$475,250Pt VII · Sec A
Vice President
$253,793Pt VII · Sec A
Vice President
$235,983Pt VII · Sec A
Vice President
$229,658Pt VII · Sec A
Vice President
$205,747Pt VII · Sec A
Senior Director
$186,814Pt VII · Sec A
Vice President
$184,269Pt VII · Sec A

Lisa Simpson’s $1.3M as President and CEO (until 3/31/24) is at the 96th percentile of top reported officer pay among 2901 $10–100M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Simpson$1,308,829————
Lisa Simpson Mbbch Mph—$739,316$726,159$687,644$615,601
Aaron Carroll$475,250————
Margo Edmunds$253,793————
Deborah Edwards Ma—$251,724$243,245$226,445$236,432
Bonnie Cluxton Jd Mph——$239,158$208,743$208,942
Margo Edmunds PHD—$238,740$224,716$208,336$208,023
Kristin Rosengren$235,983$210,848$184,937$171,103$174,045

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Academy Health executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advances evidence to improve health and healthcare policy and practice for everyone.

Questions for Academy Health

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Provided by the organization

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3 programs · $12.7M · in their own filed words · FY2024
01

Advancing the Health Research Ecosystem

Academyhealth strengthens the health services research ecosystem by investing in people, partnerships, and infrastructure. We connect researchers with patients, policymakers, and practitioners to ensure research addresses real-world priorities and drives meaningful change.

$8.7Mprogram expense
02

Host national conferences to disseminate key findings, research results and facilitate knowledge sharing that supports both the production of evidence and the use of evidence to inform policy and practice.

$3.4Mprogram expense
03

Provide a collaborative forum to support members with their work and to help advance their careers.

$566Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$50K
Grants paid · 38 grants · $2.9M · 2023–2024
University of PittsburghPA · FY2024$375,231
University of Maryland Baltimore CountyFY2024$194,886
University of South CarolinaFY2024$194,819
Virginia Commonwealth UniversityFY2024$106,850
GrayhallFY2024$100,610
Family VoicesMA · FY2024$94,413
New York UniversityNY · FY2024$74,874
See all 38 grants →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$16.1M
Ln 12
Fees for servicesLn 2g$10.8M
Gifts and grantsLn 1h$5.3M
Investment incomeLn 3$60K
Money outPt IX
$17.5M
Ln 25
Programscol B$12.7M
Managementcol C$4.7M
Owns and owesPt X
$4.6M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$12.8M
LiabilitiesLn 26$8.2M
PeoplePt VI, VII
28
listed · VII A
PaidVII A14
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.3M
Fees for servicesLn 2g$10.8M
Investment incomeLn 3$60K
Other incomeLn 4–11$2K
Total revenueLn 12$16.1M
Assets in detailPt X, end of year
CashLn 1$768K
SavingsLn 2$770K
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$3.7M
Land, buildings, equipmentLn 10c$1.1M
Other assetsLn 15$3.9M
Total assetsLn 16$12.8M
LiabilitiesLn 26$8.2M
Net assetsLn 32$4.6M
OperationsPt I, VI
EmployeesI 563
VolunteersI 61,200
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.1M$1.5M
InvestmentsLn 11–13$3.1M$3.7M
Land, buildings, equipmentLn 10c$1.4M$1.1M
Total assetsLn 16$17.3M$12.8M
LiabilitiesLn 26$11.9M$8.2M
Net assetsLn 32$5.4M$4.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.6M$2.6M
Grants to domestic individualsLn 2$26K$26K
Pay of current officers, directors and key staffLn 5$3.4M$1.5M$1.8M
Other salaries and wagesLn 7$2.9M$2.6M$273K
Pension plan contributionsLn 8$298K$225K$73K
Other employee benefitsLn 9$1.8M$1.2M$559K
Payroll taxesLn 10$551K$369K$182K
Legal feesLn 11b$12K$12K
Accounting feesLn 11c$63K$63K
Other fees for servicesLn 11g$1.6M$1.2M$374K
Office expensesLn 13$123K$36K$86K
OccupancyLn 16$272K$195K$77K
TravelLn 17$591K$483K$108K
Conferences, conventions and meetingsLn 19$1.0M$994K$10K
Depreciation, depletion and amortizationLn 22$363K$107K$256K
InsuranceLn 23$55K$16K$39K
Other expenses (24a–d)Ln 24$1.7M$984K$755K
All other expensesLn 24e$137K$109K$28K
Total functional expensesLn 25$17.5M$12.7M$4.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $16.1M$17.5M−$1.3M$4.6M 990 PDF
FY2023 $17.9M$15.4M$2.5M$5.4M 990 PDF
FY2022 $12.2M$12.3M−$147K$2.5M 990 PDF
FY2021 $11.0M$10.9M$96K$3.3M 990 PDF
FY2020 $11.4M$11.3M$112K$4.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $16,134,169 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $7,897,419$5,268,192
I-9 Program service revenuePrior year $9,795,486$10,804,354
I-10 Investment incomePrior year $61,949$59,606
I-11 Other revenuePrior year $121,153$2,017
I-12 Total revenuePrior year $17,876,007$16,134,169
I-13 Grants and similar amounts paidPrior year $227,629$2,639,121
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $8,135,640$8,845,260
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,021,963$5,979,432
I-18 Total expensesPrior year $15,385,232$17,463,813
I-19 Revenue less expensesPrior year $2,490,775−$1,329,644
Part VI · Governance 14 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $16,134,169 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,268,192
VIII-1h Total contributions, gifts and grants$5,268,192
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,716,939 · Unrelated business $87,415$10,804,354
VIII-3 Investment incomeExcluded from tax $59,606$59,606
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,017$2,017
VIII-12 Total revenueRelated to mission $10,716,939 · Unrelated business $87,415 · Excluded from tax $61,623$16,134,169
Part IX · Statement of functional expenses $17,463,813 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $2,613,121$2,613,121
IX-2 Grants to domestic individualsPrograms $26,000$26,000
IX-5 Pay of current officers, directors and key staffPrograms $1,533,596 · Management $1,834,129$3,367,725
IX-7 Other salaries and wagesPrograms $2,595,683 · Management $272,503$2,868,186
IX-8 Pension plan contributionsPrograms $225,154 · Management $73,246$298,400
IX-9 Other employee benefitsPrograms $1,200,869 · Management $559,067$1,759,936
IX-10 Payroll taxesPrograms $369,056 · Management $181,957$551,013
IX-11b Legal feesManagement $11,941$11,941
IX-11c Accounting feesManagement $62,645$62,645
IX-11g Other fees for servicesPrograms $1,247,804 · Management $374,068$1,621,872
IX-13 Office expensesPrograms $36,179 · Management $86,435$122,614
IX-16 OccupancyPrograms $195,255 · Management $76,664$271,919
IX-17 TravelPrograms $483,061 · Management $108,200$591,261
IX-19 Conferences, conventions and meetingsPrograms $993,911 · Management $9,993$1,003,904
IX-22 Depreciation, depletion and amortizationPrograms $107,107 · Management $255,889$362,996
IX-23 InsurancePrograms $16,224 · Management $38,760$54,984
IX-24 Other expenses (24a–d)Programs $983,583 · Management $754,733$1,738,316
IX-24e All other expensesPrograms $108,768 · Management $28,212$136,980
IX-25 Total functional expensesPrograms $12,735,371 · Management $4,728,442 · Fundraising $0$17,463,813
Part X · Balance sheet $12,800,272 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $1,626,186$767,599
X-2 Savings and temporary cash investmentsStart of year $2,438,913$769,719
X-3 Pledges and grants receivableStart of year $1,247,283$1,597,567
X-4 Accounts receivableStart of year $800,292$606,147
X-9 Prepaid expenses and deferred chargesStart of year $399,638$388,416
X-10c Land, buildings and equipment, netStart of year $1,365,196$1,079,345
X-11 Publicly traded securitiesStart of year $3,100,714$3,680,864
X-15 Other assetsStart of year $6,357,206$3,910,615
X-16 Total assetsStart of year $17,335,428$12,800,272
X-17 Accounts payable and accrued expensesStart of year $1,371,592$1,534,707
X-19 Deferred revenueStart of year $2,850,886$356,217
X-25 Other liabilitiesStart of year $7,680,435$6,277,468
X-26 Total liabilitiesStart of year $11,902,913$8,168,392
X-27 Net assets without donor restrictionsStart of year $4,308,181$4,085,600
X-28 Net assets with donor restrictionsStart of year $1,124,334$546,280
X-32 Total net assets or fund balancesStart of year $5,432,515$4,631,880
X-33 Total liabilities and net assetsStart of year $17,335,428$12,800,272
Part XI · Reconciliation of net assets $4,631,880 net assets at year end
XI-1 Total revenue$16,134,169
XI-2 Total expenses$17,463,813
XI-3 Revenue less expenses−$1,329,644
XI-4 Net assets at start of year$5,432,515
XI-5 Net unrealized gains (losses) on investments$529,009
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,631,880

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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