2024-10-11T08:04:59-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 521114697 AMERICAN ASSOCIATION OF TISSUE BANKS INC AMER 7032291020 8200 GREENSBORO DRIVE 404 MCLEAN VA 22102 MARC PEARCE CEO & PRESIDENT 7032291020 2024-10-11 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z MARC PEARCE 8200 GREENSBORO DRIVE 404 MCLEAN VA 22102 7627777 0 X WWW.AATB.ORG X 1976 MD SEE PART III, LINE 1. 16 16 15 173 12796 8763 139750 198625 4637030 5360862 72072 67317 631729 644381 5480581 6271185 31000 36000 0 0 2317274 2514247 0 0 0 2929072 3866076 5277346 6416323 203235 -145138 7132410 8043354 2471384 3179161 4661026 4864193 X THE AMERICAN ASSOCIATION OF TISSUE BANKS IS THE PREMIER STANDARD SETTING BODY PROMOTING THE SAFETY AND USE OF DONATED HUMAN TISSUE. 0 0 2025400 8386 1062956 EDUCATION & MEMBERSHIP - TO PROVIDE IN-PERSON AND ONLINE TISSUE BANKING EDUCATION IN SUPPORT OF INDIVIDUAL PROFESSIONAL DEVELOPMENT, INCLUDING CTBS CERTIFICATION, FOR BOTH MEMBERS AND NON-MEMBERS. 1756288 10483 3402564 STANDARDS AND ACCREDITATION - THE CONTINUED DEVELOPMENT OF TISSUE BANKING STANDARDS IN SUPPORT OF THE ACCREDITATION PROGRAMS ONSITE, HYBRID, AND VIRTUAL INSPECTIONS OF TISSUE BANKING ESTABLISHMENTS. 911228 6295 454932 GOVERNMENT RELATIONS - TO PROVIDE PUBLIC POLICY AND PUBLIC ADVOCACY TO MEMBER ESTABLISHMENTS. 396165 10836 169446 COMMUNICATIONS & PUBLIC RELATIONS - TO PROVIDE INFORMATION AND EDUCATION TO THE GENERAL PUBLIC ON THE NEED FOR AND VALUE OF BECOMING A TISSUE DONOR. ADDITIONALLY, TO PROVIDE AATB MEMBER-SPECIFIC INFORMATION AND UPDATES THROUGH THE WEBSITE, WEEKLY NEWSLETTER AND OTHER FORMS OF COMMUNICATION. 124589 RESEARCH & STANDARDS - RESEARCH AND STANDARDS - TO IDENTIFY AND PROVIDE FUNDING IN SUPPORT OF RESEARCH THAT FURTHERS THE FIELD OF TISSUE TRANSPLANTATION. TO ENSURE AATB STANDARDS COMPLY WITH CURRENT FEDERAL AND STATE TISSUE REGULATIONS AND PRACTICES FOR THE BENEFIT OF DONOR AND PATIENT SAFETY AND CARE. 520754 10836 169446 5213670 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 24 0 1 15 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X MARC PEARCE 7032291020 8200 GREENSBORO DRIVE 404 MCLEAN VA 22102 JEFF COX CHAIR (CHAIR-ELECT UNTIL 9/2023) 1.00 X X 0 0 0 RONDA HORSTMAN IMMED. PAST CHAIR (CHAIR UNTIL 9/23) 1.00 X X 0 0 0 GEORGE HERRERA CHAIR-ELECT (FROM 9/2023) 1.00 X X 0 0 0 ALYSSA HARRISON SECRETARY/TREASURER (FROM 9/2023) 1.00 X X 0 0 0 MARK MARTIN SECRETARY/TREASURER (UNTIL 9/2023) 1.00 X X 0 0 0 MARK DEFLIPPIS BOARD MEMBER 1.00 X 0 0 0 MELISSA O'CONNOR BOARD MEMBER 1.00 X 0 0 0 DOUG WILSON BOARD MEMBER 1.00 X 0 0 0 CATHERINE HANKINS BOARD MEMBER 1.00 X 0 0 0 DAN LUNN BOARD MEMBER 1.00 X 0 0 0 HANNIS THOMPSON BOARD MEMBER 1.00 X 0 0 0 JENNIFER DRAGO BOARD MEMBER 1.00 X 0 0 0 KIMBERLY MONROE BOARD MEMBER 1.00 X 0 0 0 BILL CASSARLY BOARD MEMBER 1.00 X 0 0 0 JAMES BARDSLEY BOARD MEMBER 1.00 X 0 0 0 SARAH LOPEZ BOARD MEMBER 1.00 X 0 0 0 LOUIS JARES BOARD MEMBER 1.00 X 0 0 0 LENNOX ARCHIBALD BOARD MEMBER (UNTIL 9/2023) 1.00 X 0 0 0 JEFF THOMAS BOARD MEMBER (UNTIL 9/2023) 1.00 X 0 0 0 JOE YACCARINO BOARD MEMBER (UNTIL 9/2023) 1.00 X 0 0 0 MARC PEARCE PRESIDENT & CEO 40.00 X 449939 0 42413 BEVERLY BLISS VP ACCREDITATION & STANDAR 40.00 X 252928 0 42349 JENNIFER KELLER VP OF MEMBERSHIP & EDUCATI 40.00 X 233166 0 18798 KIP HANKS DIR., REGULATORY & GOV'T. 40.00 X 169472 0 38227 ASHLEY DAVIS DIR., COMMUNICATIONS 40.00 X 127747 0 26190 VALERIE CRUZ DIRECTOR OF ACCREDITATION 40.00 X 124882 0 27007 JULIE BLY DIRECTOR, MEMBERSHIP 40.00 X 117621 0 31441 1475755 0 226425 7 0 1 0 HART HEALTH STRATEGIES 611 PENNSYLVANIA AVE SE 393 WASHINGTON DC 200034303 LOBBYING & OTHER CONSULTING 360000 MARCUM LLP 1899 L STREET NW WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 340628 EDUARDO NUNES 331 N STREET NE APT 619 WASHINGTON DC 20002 CONSULTING SERVICES 180000 MA GREENWALD CONSULTING 924 W LELAND AVE UNIT 1W CHICAGO IL 60640 CONSULTING SERVICES 174263 EUCLID TECHNOLOGY SERVICES 540 DEVALL DR SUITE 301 AUBURN AL 36832 ASSOCIATION MGMT SOFTWARE SERVICES 126300 11 198625 198625 ACCREDITATION FEES 900099 3402564 3402564 MEETINGS & CONFERENCES 900099 1052284 768524 283760 TISSUE POLICY GROUP 900099 454932 454932 CERTIFICATION FEES 900099 294432 294432 DUES 900099 151850 151850 4800 4800 5360862 213145 213145 628051 628051 1210764 1356592 -145828 -145828 -145828 ON-LINE JOB PLACEMENT 900004 12796 12796 MISCELLANEOUS 900099 3534 3534 16330 6271185 5077102 12796 982662 X 36000 36000 1039592 855694 183898 1093117 1037680 55437 80003 68039 11964 167530 136250 31280 134005 119978 14027 34887 24424 10463 263987 263987 108000 75608 32392 22393 22393 1421324 1179846 241478 241065 170661 70404 435725 305041 130684 103262 96027 7235 196892 157440 39452 803485 797675 5810 70498 65559 4939 53349 28431 24918 BAD DEBT 46315 9515 36800 DUES & SUBS. 31653 25202 6451 OTHER 30634 24600 6034 UBI TAXES 1869 1869 738 738 6416323 5213670 1202653 0 384556 291044 2645491 3831383 389940 86909 161752 199426 951029 881915 116968 69114 2996292 3263754 437411 301724 7132410 8043354 347668 383160 1757076 2537506 366640 258495 2471384 3179161 X 4661026 4864193 4661026 4864193 7132410 8043354 -145138 348305 0 X 0 1 X 1 0 X 52735 70690 415975 139750 198625 877775 4898190 4285064 4271942 4637030 5360862 23453088 4950925 4355754 4687917 4776780 5559487 24330863 391337 490619 558400 693453 877589 3011398 281095 383511 312321 890091 347068 2214086 672432 874130 870721 1583544 1224657 5225484 19105379 506494 512508 597422 744943 841196 3202563 4662 4149 7902 5971 8763 31447 511156 516657 605324 750914 849959 3234010 10562 2075 7475 3534 23646 5472643 4872411 5295316 5535169 6412980 27588519 0.69250 0.71940 0.11720 0.10550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108000 108000 6247013 6355013 467751 116938 0 0 365300 387785 413867 467751 1634703 2452055 99000 99000 99000 108000 405000 91325 96946 103467 116938 408676 613014 50332 31209 19123 900697 850706 49991 69114 OPERATING LEASE LIABILITY 258495 258495 6597097 348305 348305 6248792 22393 22393 6271185 6393930 0 6393930 22393 22393 6416323 NORTH AMERICA 0 2 PROGRAM SERVICE ACTIVITIES AATB TISSUE BANKS ARE INSPECTED IN ORDER TO BECOME ACCREDITED. THE COSTS INCURRED ARE FOR INSPECTOR FEES AND TRAVEL REIMBURSEMENT OF THE INSPECTORS CONDUCTING THE INSPECTION. 13663 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICE ACTIVITIES AATB TISSUE BANKS ARE INSPECTED IN ORDER TO BECOME ACCREDITED. THE COSTS INCURRED ARE FOR INSPECTOR FEES AND TRAVEL REIMBURSEMENT OF THE INSPECTORS CONDUCTING THE INSPECTION. 22714 0 4 0 0 0 4 36377 0 36377 0 0 0 0 0 0 1 DONATE LIFE AMERICA 701 EAST BYRD STREET 16TH FL RICHMOND VA 23219 541626038 501(C)(3) 21000 0 DONATE LIFE PARTNER PROGRAM NEVADA DONOR NETWORK 2055 EASH SAHARA AVE LAS VEGAS NV 89104 880253675 501(C)(3) 10000 0 ISODP '23 WET LAB SPONSORSHIP 2 0 PART I, LINE 2: GRANT FUNDS ARE DISBURSED BY AATB TO OTHER ENTITIES TO CONDUCT CONTRACTED RESEARCH AND OTHER ASSISTANCE WITH AGREED UPON DELIVERABLES. AATB MONITORS THE PROJECT DELIVERABLES TO CONFIRM GRANT FUNDS WERE EXPENDED PROPERLY. X X X 0 0 0 0 0 0 0 1 0 MARC PEARCE PRESIDENT & CEO 376036 0 73903 0 0 0 26400 0 16013 0 492352 0 0 0 BEVERLY BLISS VP ACCREDITATION & STANDAR 235160 0 17768 0 0 0 19676 0 22673 0 295277 0 0 0 JENNIFER KELLER VP OF MEMBERSHIP & EDUCATI 207416 0 25750 0 0 0 15885 0 2913 0 251964 0 0 0 KIP HANKS DIR., REGULATORY & GOV'T. 161266 0 8206 0 0 0 11032 0 27195 0 207699 0 0 0 ASHLEY DAVIS DIR., COMMUNICATIONS 121562 0 6185 0 0 0 9702 0 16488 0 153937 0 0 0 VALERIE CRUZ DIRECTOR OF ACCREDITATION 118857 0 6025 0 0 0 8917 0 18090 0 151889 0 0 0 PART I, LINE 7 DURING THE YEAR, THE FOLLOWING EMPLOYEES RECEIVED MERIT-BASED BONUSES: MARC PEARCE $73,903 BEVERLY BLISS $17,768 JENNIFER KELLER $25,750 KIP HANKS $8,206 ASHLEY DAVIS $6,185 VALERIE CRUZ $5,822 JULIE BLY $5,822 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERSHIP: (A) INDIVIDUALS WHO ARE INVOLVED OR INTERESTED IN THE BANKING OF TISSUES AND WHO SUPPORT THE OBJECTIVES AND POLICIES OF AATB "INDIVIDUAL MEMBERS", (B) AATB-ACCREDITED ORGANIZATIONS THAT PARTICIPATE IN A TISSUES BANKING PROGRAM INCLUDING ONE OR MORE OF THE FOLLOWING ACTIVITIES - PROCUREMENT, PROCESSING, STORAGE, AND DISTRIBUTION - IN ACCORDANCE WITH THE OBJECTIVES, POLICIES AND STANDARDS OF AATB "INSTITUTIONAL MEMBERS", AND (C) INDIVIDUAL MEMBERS WHO ARE RETIRED AND WHO HAVE BEEN APPROVED BY THE BOARD OF GOVERNORS AS "EMERITUS MEMBER." FORM 990, PART VI, SECTION A, LINE 7A RIGHTS OF MEMBERS: (A) INDIVIDUAL MEMBERS IN GOOD STANDING HAVE THE RIGHT TO VOTE AND APPROVE MEMBERS OF THE BOARD. (B) INSTITUTIONAL MEMBERS IN GOOD STANDING HAVE THE RIGHT: 1) TO RECEIVE PUBLICATIONS; 2) TO ASSIGN A REPRESENTATIVE TO VOTE AT MEETINGS OF THE ACCREDITED TISSUE BANK COUNCIL (ATB COUNCIL). (C) EMERITUS MEMBERS HAVE THE RIGHT: 1) TO ATTEND AND PARTICIPATE IN AATB MEETINGS AND 2) SUCH OTHER RIGHTS AS MAY FROM TIME TO TIME BE GRANTED BY THE BOARD OF GOVERNORS. (D) INDIVIDUAL OR INSTITUTIONAL MEMBERS WHO ARE NOT IN GOOD STANDING ARE NOT ENTITLED TO EXERCISE ANY OF THE RIGHTS OR BENEFITS OF MEMBERSHIP. (E) MEMBERS, UNLESS EXPRESSLY AUTHORIZED TO DO SO, DO NOT HAVE THE RIGHT TO SPEAK ON BEHALF OF AATB. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S BY-LAWS MUST BE APPROVED BY THE INDIVIDUAL MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 WAS PREPARED FOR AATB AT THE TIME OF THE ANNUAL AUDIT BY THE INDEPENDENT ACCOUNTING FIRM HIRED TO PERFORM THE AUDIT. ONCE COMPLETED, THE DRAFT FEDERAL FORM 990 IS SUBMITTED TO AND REVIEWED BY THE PRESIDENT & CHIEF EXECUTIVE OFFICER (CEO) AND TO OUTSOURCED ACCOUNTING FOR ACCURACY. ONCE REVIEWED, THE DRAFT FEDERAL FORM 990 IS SUBMITTED TO THE FINANCE COMMITTEE FOR REVIEW AND RECOMMENDATION TO THE BOARD OF GOVERNORS. THE BOARD OF GOVERNORS CONDUCTS ITS REVIEW, WHICH IS RECORDED IN THE MINUTES OF THE BOARD'S MEETING. THEREAFTER, THE FINAL FEDERAL FORM 990 IS APPROVED BY THE PRESIDENT & CEO ON BEHALF OF AATB AND SENT TO THE FULL BOARD AND THEN ELECTRONICALLY FILED WITH THE INTERNAL REVENUE SERVICE IN A TIMELY MANNER. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF GOVERNORS, COUNCIL AND COMMITTEE MEMBERS, EMPLOYEES, AND OFFICERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS ANNUALLY. IN ADDITION, ALL SPEAKERS AT EVERY MEETING MUST SIGN CONFLICT OF INTEREST STATEMENTS AND DISCLOSE CONFLICTS BEFORE THEIR REMARKS, AND THESE ARE OVERSEEN BY THE PROGRAM COMMITTEES AND THE VP OF MEETINGS AND MEMBERSHIP. AS SOON AS A POTENTIAL CONFLICT OF INTEREST IS DISCOVERED, OR IN ANY SITUATION AS TO WHICH AN INDIVIDUAL MAY BE IN DOUBT AS TO THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST, FULL DISCLOSURE MUST BE PROMPTLY MADE TO AATB'S PRESIDENT/CEO OR COMPLIANCE OFFICER, WITHIN NO MORE THAN 15 CALENDAR DAYS OF DISCOVERY OR IDENTIFICATION OF THE POTENTIAL CONFLICT, SO AS TO PERMIT AN IMPARTIAL AND OBJECTIVE DETERMINATION TO BE MADE BY AATB OF WHETHER A REAL OR POTENTIAL CONFLICT OF INTEREST EXISTS. IF A CONFLICT OR POTENTIAL CONFLICT IS DEEMED BY THE PRESIDENT/CEO OR THE COMPLIANCE OFFICER TO EXIST, THE INDIVIDUAL TO WHOM THE CONFLICT RELATES IS REQUIRED, AMONG OTHER THINGS, TO REFRAIN FROM PARTICIPATING IN DISCUSSION AND DECISION-MAKING IN REGARD TO THE MATTER. THE INDIVIDUAL ALSO MAY BE SUBJECT TO RESTRICTION OF JOB RESPONSIBILITIES OR REMOVAL FROM OFFICE, IN ACCORDANCE WITH ANY APPLICABLE BYLAWS PROVISIONS, UNLESS THE CONFLICT OR POTENTIAL CONFLICT CAN BE APPROPRIATELY MANAGED OR RESOLVED. THE MINUTES OF THE MEETING SHOULD CONTAIN THE NAMES OF THE PERSONS WHO DISCLOSED OR OTHERWISE WERE FOUND TO HAVE A FINANCIAL INTEREST IN CONNECTION WITH AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE NATURE OF THE FINANCIAL INTEREST, ANY ACTION TAKEN TO DETERMINE WHETHER A CONFLICT OF INTEREST WAS PRESENT, AND THE BOG'S OR COMPLIANCE COMMITTEE'S DECISION AS TO WHETHER A CONFLICT OF INTEREST IN FACT EXISTED; AND THE NAMES OF THE PERSONS WHO WERE PRESENT FOR DISCUSSIONS AND VOTES RELATING TO THE TRANSACTION OR ARRANGEMENT, THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT, AND A RECORD OF ANY VOTES TAKEN IN CONNECTION THEREWITH. IF THE BOG, PRESIDENT/CEO OR COMPLIANCE OFFICER HAS REASONABLE CAUSE TO BELIEVE THAT AN INDIVIDUAL HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, HE/SHE INFORMS THE INDIVIDUAL OF THE BASIS FOR SUCH BELIEF AND AFFORD THE INDIVIDUAL AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER CONSIDERING THE RESPONSE OF THE INDIVIDUAL AND MAKING FURTHER INVESTIGATIONS AS MAY BE WARRANTED IN THE CIRCUMSTANCES, THE PRESIDENT/CEO AND COMPLIANCE OFFICER DETERMINE THAT THE INDIVIDUAL HAS IN FACT FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE COMPLIANCE COMMITTEE AND/OR THE BOG WILL TAKE APPROPRIATE CORRECTIVE AND/OR DISCIPLINARY ACTION, INCLUDING UP TO POSSIBLE TERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF GOVERNORS COMPENSATION COMMITTEE DETERMINES THE COMPENSATION FOR THE PRESIDENT & CEO BASED ON AN INDEPENDENT ANALYSIS THAT REVIEWS RELEVANT SALARY SURVEYS AND COMPARABLE POSITIONS. THE SALARY DECISIONS OF THE COMPENSATION COMMITTEE ARE DOCUMENTED IN THE EMPLOYEE'S PERMANENT FILE. THE ANALYSIS FOR THE PRESIDENT & CEO IS ONE PERIODICALLY BY THE COMPENSATION COMMITTEE, WHILE THE ANALYSIS FOR THE COMPENSATION FOR ALL OTHER EMPLOYEES WAS LAST PERFORMED APRIL 2023. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS OF AATB ARE GENERALLY AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. IN ADDITION, CERTAIN GOVERNING DOCUMENTS ARE AVAILABLE ON AATB'S WEBSITE. FORM 990, PART IX, LINE 11G INSPECTOR FEES: PROGRAM SERVICE EXPENSES 291,484. MANAGEMENT AND GENERAL EXPENSES 124,876. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 416,360. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 888,362. MANAGEMENT AND GENERAL EXPENSES 116,602. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,004,964. AATB TPG LLC 8200 GREENSBORO DRIVE 404 MCLEAN VA 22102 521114697 PERFORM PUBLIC POLICY ACTIVITIES DE 360927 400886 AMERICAN ASSOCIATION OF TISSUE BANKS INC