ADVANCED MEDICAL TECHNOLOGY ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCED MEDICAL TECHNOLOGY ASSOCIATION (EIN 52-1006053)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202403199349307320
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:39:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 N GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521006053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVA | BusinessNameControlTxt |
| Phone | 2027838700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200042654 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BREAREY | PersonNm |
| Person Title | CFO AND COO | PersonTitleTxt |
| Phone | 2027838700 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVAMED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT WHITAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200042654 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,085,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.ADVAMED.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | REPRESENT MEDICAL DIAGNOSTICS & DEVICE MANUFACTURERS ON REGULATORY & LEGISLATIVE ISSUES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 62 | TotalVolunteersCnt |
| Total Gross UBI | $1,937 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $740,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $611,667 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,843,417 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,928,522 | CYProgramServiceRevenueAmt |
| PY Investment Income | $157,720 | PYInvestmentIncomeAmt |
| CY Investment Income | $939,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $129,182 | PYOtherRevenueAmt |
| CY Other Revenue | $99,000 | CYOtherRevenueAmt |
| PY Total Revenue | $47,870,561 | PYTotalRevenueAmt |
| CY Total Revenue | $48,578,997 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $338,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $375,965 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $24,319,592 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $25,828,747 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,985,238 | PYOtherExpensesAmt |
| CY Other Expenses | $22,404,190 | CYOtherExpensesAmt |
| PY Total Expenses | $44,643,330 | PYTotalExpensesAmt |
| CY Total Expenses | $48,608,902 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,227,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $41,806,177 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,346,557 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,198,645 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,649,849 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,607,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,696,708 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ADVAMED ADVOCATES ON A GLOBAL BASIS FOR THE HIGHEST ETHICAL STANDARDS, TIMELY PATIENT ACCESS TO SAFE AND EFFECTIVE MEDICAL TECHNOLOGIES, AND ECONOMIC POLICIES THAT REWARD VALUE CREATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | ADVAMED'S GOVERNMENT AFFAIRS FUNCTION REPRESENTS THE INDUSTRY BEFORE STATE AND FEDERAL POLICYMAKERS, IN GOVERNOR'S OFFICES, STATE LEGISLATURES, THE UNITED STATES CONGRESS, AND RELEVANT FEDERAL AGENCIES. ADVAMED'S ADVOCACY STAFF AND OUTSIDE CONSULTANTS PROVIDE INFORMATION ON POLITICAL AND POLICY DEVELOPMENTS, AND PURSUE THE INDUSTRY'S AGENDA FOR A LEGAL, REGULATORY AND ECONOMIC ENVIRONMENT THAT ADVANCES HEALTH CARE BY ASSURING PATIENT ACCESS TO THE BENEFITS OF MEDICAL TECHNOLOGY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAKING MEMBER COMPANY FEEDBACK FROM WORKING GROUPS AND COMMITTEES, ADVAMED STAFF PROVIDE CRITICAL INPUT TO REGULATORY AGENCIES LIKE FDA AND CMS ON REGULATIONS AND RULES THAT IMPACT THE ABILITY FOR PATIENTS TO RECEIVE TIMELY ACCESS TO LIFE CHANGING DEVICES PRODUCED BY ADVAMED MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUR CONSULTANTS IN JAPAN, CHINA, AND OTHER OVERSEAS MARKETS REPRESENT ADVAMED IN RAPIDLY EXPANDING OVERSEAS MARKETS AND ATTEND MEETINGS WITH GOVERNMENT OFFICIALS AND INDUSTRY COMMITTEE MEETINGS. THESE CONSULTANTS PROVIDE REAL-TIME INFORMATION AND AN INDUSTRY VOICE IN OVERSEAS MARKETS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 86 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (1) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BREAREY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2027838700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (73 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PETER ARDUINI | ||||||||
| TREAS. (UNTIL 12/23), CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MINOGUE | ||||||||
| CHARIPERSON (UNTIL 03/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GEOFF MARTHA | ||||||||
| TREASURER (AS OF 12/2023) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASHLEY MCEVOY | ||||||||
| DIR. (THRU 3/23), CHAIR (3/23-10/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MCGUINNESS | ||||||||
| DIRECTOR (UNTIL 11/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MUSSALLEM | ||||||||
| DIRECTOR (UNTIL 03/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NACHO ABIA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTOINETTE GAWIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRADY SHIRLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN HANSON | ||||||||
| DIRECTOR (UNTIL (08/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CARLTON ST BERNARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER SIMON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAMIEN MCDONALD | ||||||||
| DIRECTOR (UNTIL 04/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN CARESTIO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID ENDICOTT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID PACITTI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEEPAK NATH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD BOBO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ZACHARIAS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE MALIEKEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GIUSEPPE ACCOGLI | ||||||||
| DIRECTOR (UNTIL 01/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY SHEFFIELD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IVAN TORNOS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES CLEMMER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN DE WITTE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN-CLAUDE DUBACHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF DILULLO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF MIRVISS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM HOLLINGSHEAD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOAKIM WEIDEMANIS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JONATHAN RENNERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSE ALMEIDA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH VIRGILIO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH WOODY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIANA ELSTAD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN REALI | ||||||||
| DIRECTOR (UNTIL 04/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN LOBO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIAM KELLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA EARNHARDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISHAN AKLOG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MANU VARMA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA SHADAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW SAUSE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAUREEN MULVIHILL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL FARRELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NADIM YARED | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NORMAN SCHWARTZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FABIAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN MACMILLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN MASON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SVEN SCHMIDT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THIERRY BERNARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS KAPFER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS POLEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM SCHMID | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY DUGAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD POPE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM EISIMINGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TRACY MACNEAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VENK VARADAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VITOR ROCHA | ||||||||
| DIRECTOR (UNTIL 02/2023) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WHITAKER | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $2,363,876 | $0 | $76,306 | |||
| CHRISTOPHER L WHITE | ||||||||
| GENERAL COUNSEL & CHIEF POLICY OFF. | 40.00 | Yes (X) | $1,005,180 | $0 | $72,611 | |||
| JENNIFER BREAREY | ||||||||
| CHIEF FINANCIAL & OPERATING OFFICER | 40.00 | Yes (X) | $624,653 | $0 | $72,611 | |||
| GREG CRIST | ||||||||
| CHIEF ADVOCACY OFF. & HEAD EXT. AFFAIRS | 40.00 | $684,666 | $0 | $72,609 | Yes (X) | |||
| RAY BRISCUSO | ||||||||
| EVP, CONFERENCES & EVENTS | 40.00 | $523,226 | $0 | $72,609 | Yes (X) | |||
| ASHLEY MILLER | ||||||||
| EVP, GLOBAL STRATEGY & ANALYSIS | 40.00 | $404,704 | $0 | $34,651 | Yes (X) | |||
| JANET TRUNZO | ||||||||
| EVP, TECH AND REGULATORY AFFAIRS | 40.00 | $670,125 | $0 | $49,973 | Yes (X) | |||
| ZACHARY ROTHSTEIN | ||||||||
| EXECUTIVE DIRECTOR, ADVAMEDDX | 40.00 | $444,314 | $0 | $72,551 | Yes (X) | |||
| KIMBERLY ZIMMERMAN | ||||||||
| SVP, HEAD OF FEDERAL GOV'T AFFAIRS | 40.00 | $485,045 | $0 | $72,609 | Yes (X) | |||
| DECHANE DORSEY | ||||||||
| EXECUTIVE DIRECTOR, ADVAMED ACCEL | 40.00 | $430,330 | $0 | $50,303 | Yes (X) | |||
| ANDREW STEINER | ||||||||
| SVP, BUSINESS DEVELOPMENT | 40.00 | $427,880 | $0 | $56,491 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,063,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $703,324 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 72 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HOGAN LOVELLS US LLP | |||||
| 609 MAIN STREET SUITE 4200 | HOUSTON | TX | 77002 | LEGAL ADVICE AND POLICY COUNSELING | $1,229,283 |
| LOCUST STREET SOLUTIONS LLC | |||||
| 2008 HILLYER PL NW | WASHINGTON | DC | 20009 | STATE CAMPAIGN MANAGEMENT AND STRATEGIC | $1,223,500 |
| THE BOSTON CONSULTING GROUP INC | |||||
| 200 PIER 4 BLVD | BOSTON | MA | 02210 | BUILD AND IMPLEMENT PROGRAM FOCUSED AROU | $637,000 |
| PROJECTION VIDEO SERVICES INC | |||||
| 5803 ROLLING RD | SPRINGFIELD | VA | 22152 | AV SERVICES FOR ANNUAL CONFERENCE | $508,313 |
| NARRATIVE STRATEGIES LLC | |||||
| 1401 H STREET NW SUITE 750 | WASHINGTON | DC | 20005 | GENERAL CONSULTING AND PR SERVICES | $477,295 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 40 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $611,667 | GovernmentGrantsAmt |
| Total Contributions | $611,667 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $39,467,840 | $39,467,840 |
| MEETINGS & SEMINARS | 611430 | $6,030,218 | $6,030,218 |
| ASSESSMENTS | 900099 | $1,430,464 | $1,430,464 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,928,522 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $942,760 | TotalRevenueColumnAmt |
| Exclusion | $942,760 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,063 | TotalRevenueColumnAmt |
| Exclusion | $97,063 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,503,805 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,506,757 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,952 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,952 | TotalRevenueColumnAmt |
| Exclusion | -$2,952 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOB BOARD REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,937 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,937 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,937 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,578,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,928,522 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,937 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,036,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $375,965 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,007,703 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,046,671 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,271,441 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,463,261 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,039,671 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857,890 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,914 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,886,387 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,920,042 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,423 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,172 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,305 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695,772 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $691,058 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236,389 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,454 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,903 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES AND SUBSCRIPTIONS | $740,401 |
| TRAINING | $59,607 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,173 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,608,902 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,353,439 | BOYAmt |
| EOY | $22,120,542 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,247,782 | BOYAmt |
| EOY | $1,533,910 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,636 | BOYAmt |
| EOY | $1,032,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,914,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,498,670 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,414,967 | BOYAmt |
| EOY | $2,415,820 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,232,046 | BOYAmt |
| EOY | $1,449,796 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,515,128 | BOYAmt |
| EOY | $2,658,426 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,345,179 | BOYAmt |
| EOY | $11,135,965 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,806,177 | BOYAmt |
| EOY | $42,346,557 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,533,539 | BOYAmt |
| EOY | $7,683,672 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,824 | BOYAmt |
| EOY | $1,180,864 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,177,282 | BOYAmt |
| EOY | $16,785,313 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,198,645 | BOYAmt |
| EOY | $25,649,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,607,532 | BOYAmt |
| EOY | $16,696,708 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,607,532 | BOYAmt |
| EOY | $16,696,708 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,806,177 | BOYAmt |
| EOY | $42,346,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $106,725 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,356 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Total Exempt Function Expend | $0 | TotalExemptFunctionExpendAmt |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $37,402,235 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $4,764,828 | NonDeductibleLbbyngPltclCYAmt |
| Non Ded Lbbyng Pltcl Cyov | $88,844 | NonDedLbbyngPltclCyovAmt |
| Non Deductible Lbbyng Pltcl Tot | $4,853,672 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $2,992,179 | AggregateReportedDuesNtcAmt |
| Carried Over | $1,861,493 | CarriedOverAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $388,812 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,636 | DepreciationAmt |
| Book Value | $334,176 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,480,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $577,395 | DepreciationAmt |
| Book Value | $902,917 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,045,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $866,639 | DepreciationAmt |
| Book Value | $1,178,727 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,415,820 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERCOMPANY RECEIVABLE | $63,408 |
| RIGHT OF USE ASSET | $11,072,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,135,965 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $2,236,321 |
| DEFERRED ASSESSMENTS | $1,783,605 |
| LEASE LIABILITY | $12,765,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,785,313 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION (ADVAMED) HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM U.S. INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC). THE ASSOCIATION IS NOT EXEMPT FROM U.S. INCOME TAXES ON INCOME FROM ANY UNRELATED BUSINESS ACTIVITIES. ADVAMED COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED ADVAMED'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 2 | 10 | PROGRAM SERVICES | CONSULTANT IN ASIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS | $1,428,172 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $112,432 |
| EUROPE | 0 | 2 | PROGRAM SERVICES | CONSULTANT IN EUROPE MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS | $188,115 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $99,304 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL AND HOTEL TO REGION FOR MEETINGS | $2,266 |
| NORTH AMERICA | 0 | 2 | PROGRAM SERVICES | CONSULTANT IN NORTH AMERICA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS | $25,379 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $7,746 |
| SOUTH AMERICA | 0 | 5 | PROGRAM SERVICES | ALLIANCE WITH LOCAL ORGANIZATION TO SUPPORT COMMON ISSUES | $509,683 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $11,688 |
| SOUTH ASIA | 0 | 2 | PROGRAM SERVICES | CONSULTANTS IN INDIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS | $264,757 |
| SOUTH ASIA | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $8,786 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STAFF TRAVEL TO REGION FOR MEETINGS | $19,730 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | WORKSHOPS | $119,856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 19 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 2 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Subtotal Spent | $2,373,097 | SubtotalSpentAmt |
| Continuation Spent | $424,817 | ContinuationSpentAmt |
| Total Spent | $2,797,914 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR AGING RESEARCH | |||||||||||
| 1700 K STREET NW STE 740 | WASHINGTON | DC | 20006 | 541379174 | 501(C)(3) | $70,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| AMERICAN CANCER SOCIETY CANCER ACTION NETWORK | |||||||||||
| 655 15TH STREET NW SUITE 503 | WASHINGTON | DC | 20005 | 522340031 | 501(C)(4) | $36,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| RESEARCHAMERICA | |||||||||||
| 241 18TH STREET SOUTH STE 501 | ARLINGTON | VA | 22202 | 521609875 | 501(C)(3) | $35,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| NATIONAL WOMENS HEALTH RESOURCE CENTER INC | |||||||||||
| PO BOX 336 | MIDDLETOWN | NJ | 07748 | 521624846 | 501(C)(3) | $25,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| JUVENILE DIABETES RESEARCH FOUNDATION (JDRF) | |||||||||||
| 1400 K STREET NW SUITE 725 | WASHINGTON | DC | 20005 | 510150028 | 501(C)(3) | $25,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| GEORGE MASON UNIVERSITY FOUNDATION INC | |||||||||||
| 4400 UNIVERSITY DRIVE MS 1A3 | FAIRFAX | VA | 22030 | 541603842 | 501(C)(3) | $20,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| WASHINGTON LEGAL FOUNDATION | |||||||||||
| 2009 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 521071570 | 501(C)(3) | $15,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| MARCH OF DIMES INC | |||||||||||
| 1550 CRYSTAL DRIVE SUITE 1300 | ARLINGTON | VA | 22202 | 131846366 | 501(C)(3) | $15,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| DAVID A WINSTON HEALTH POLICY | |||||||||||
| 1341 G ST NW 11TH FLOOR | WASHINGTON | DC | 20005 | 521492039 | 501(C)(3) | $13,500 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| INTERNATIONAL CENTER FOR PROFESSIONAL DEVELOPMENT | |||||||||||
| 27890 CLINTON KEITH ROAD SUITE D314 | MURRIETA | CA | 92562 | 274244677 | 501(C)(3) | $11,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| SOCIETY FOR WOMENS HEALTH RESEARCH | |||||||||||
| 1025 CONNECTICUT AVE NW STE 601 | WASHINGTON | DC | 20036 | 521694732 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| PREVENT CANCER FOUNDATION | |||||||||||
| 1600 DUKE STREET SUITE 500 | ALEXANDRIA | VA | 22314 | 521429544 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| NATIONAL CONFERENCE OF STATE LEGISLATURES (NCSL) | |||||||||||
| 7700 E FIRST PLACE | DENVER | CO | 80230 | 742232576 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| MOONSHOT LEARNING | |||||||||||
| 5 DAIRY FARM LANE | SOUTHBOROUGH | MA | 01772 | 001452853 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| MEDTECH COLOR | |||||||||||
| 4940 PASO ROBLES AVENUE 209 | ENCINO | CA | 91436 | 830543603 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| FOGARTY INSTITUTE FOR INNOVATION | |||||||||||
| SOBRATO PAVILION 2495 HOSPITAL | MOUNTAIN VIEW | CA | 94040 | 113800306 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | DRIVE SUITE 300 |
| ASIAN & PACIFIC ISLANDER AMERICAN HEALTH FORUM | |||||||||||
| 461 BUSH STREET SUITE 400 | SAN FRANCISCO | CA | 94108 | 943030866 | 501(C)(3) | $10,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| MEDTECHWOMEN | |||||||||||
| 2179 16TH AVENUE | SAN FRANCISCO | CA | 94116 | 461442104 | 501(C)(3) | $7,500 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| GLOBAL DOWN SYNDROME FOUNDATION | |||||||||||
| 3239 E 2ND AVENUE | DENVER | CO | 80206 | 264431001 | 501(C)(3) | $6,000 | $0 | N/A | N/A | PROGRAM SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ADVAMED BUDGETS ANNUALLY FOR CHARITABLE DONATIONS AND OTHER CHARITABLE GIVING THAT IS CLOSELY ALIGNED WITH ITS STRATEGIC PLAN AND MISSION. IN ADDITION, ADVAMED MAY IDENTIFY CAUSES THROUGHOUT THE YEAR THAT MAY REQUIRE REPURPOSING OF FUNDS FROM ANOTHER EXPENSE CATEGORY TO SUPPORT CERTAIN MEDICAL DEVICE ISSUES OR MEMBERSHIP INITIATIVES, ALL SUCH SPENDING IS PROCESSED THROUGH ADVAMED'S PURCHASE ORDER SYSTEM, WHICH REQUIRES SEVERAL LEVELS OF EXECUTIVE APPROVAL BEFORE ANY FUNDING IS MADE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT WHITAKER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $1,564,190 | $0 | $797,364 | $0 | $2,322 | $0 | $38,094 | $0 | $38,212 | $0 | $2,440,182 | $0 | $0 | $0 |
| CHRISTOPHER L WHITE | ||||||||||||||
| GENERAL COUNSEL & CHIEF POLICY OFF. | $843,905 | $0 | $157,711 | $0 | $3,564 | $0 | $38,094 | $0 | $34,517 | $0 | $1,077,791 | $0 | $0 | $0 |
| GREG CRIST | ||||||||||||||
| CHIEF ADVOCACY OFF. & HEAD EXT. AFFA | $562,609 | $0 | $120,815 | $0 | $1,242 | $0 | $38,094 | $0 | $34,515 | $0 | $757,275 | $0 | $0 | $0 |
| JANET TRUNZO | ||||||||||||||
| EVP, TECH AND REGULATORY AFFAIRS | $549,630 | $0 | $115,551 | $0 | $4,944 | $0 | $38,094 | $0 | $11,879 | $0 | $720,098 | $0 | $0 | $0 |
| JENNIFER BREAREY | ||||||||||||||
| CHIEF FINANCIAL & OPERATING OFFICER | $527,673 | $0 | $96,170 | $0 | $810 | $0 | $38,094 | $0 | $34,517 | $0 | $697,264 | $0 | $0 | $0 |
| RAY BRISCUSO | ||||||||||||||
| EVP, CONFERENCES & EVENTS | $430,020 | $0 | $89,642 | $0 | $3,564 | $0 | $38,094 | $0 | $34,515 | $0 | $595,835 | $0 | $0 | $0 |
| KIMBERLY ZIMMERMAN | ||||||||||||||
| SVP, HEAD OF FEDERAL GOV'T AFFAIRS | $398,496 | $0 | $86,549 | $0 | $0 | $0 | $38,094 | $0 | $34,515 | $0 | $557,654 | $0 | $0 | $0 |
| ZACHARY ROTHSTEIN | ||||||||||||||
| EXECUTIVE DIRECTOR, ADVAMEDDX | $364,988 | $0 | $78,840 | $0 | $486 | $0 | $38,094 | $0 | $34,457 | $0 | $516,865 | $0 | $0 | $0 |
| ANDREW STEINER | ||||||||||||||
| SVP, BUSINESS DEVELOPMENT | $306,286 | $0 | $120,784 | $0 | $810 | $0 | $36,019 | $0 | $20,472 | $0 | $484,371 | $0 | $0 | $0 |
| DECHANE DORSEY | ||||||||||||||
| EXECUTIVE DIRECTOR, ADVAMED ACCEL | $353,402 | $0 | $75,686 | $0 | $1,242 | $0 | $38,094 | $0 | $12,209 | $0 | $480,633 | $0 | $0 | $0 |
| ASHLEY MILLER | ||||||||||||||
| EVP, GLOBAL STRATEGY & ANALYSIS | $338,218 | $0 | $65,244 | $0 | $1,242 | $0 | $33,016 | $0 | $1,635 | $0 | $439,355 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | FIRST CLASS TRAVEL IS AUTHORIZED ONLY IN EXCEPTIONAL CIRCUMSTANCES, SUCH AS WHEN IT IS NECESSARY TO TAKE A SPECIFIC FLIGHT WHERE BUSINESS OR COACH CLASS IS NOT AVAILABLE, AND MUST FIRST HAVE PRIOR WRITTEN APPROVAL BY DEPARTMENT HEADS AND ADVAMED'S PRESIDENT. OTHER EXPENSES INCURRED BY THE TRAVELER FOR TRAVEL OUTSIDE THE DEFINITION OF A BUSINESS TRIP, INCLUDING EXPENSES FOR FAMILY MEMBERS TRAVELING WITH THE EMPLOYEE, ARE ALSO THE RESPONSIBILITY OF THE TRAVELER AND NOT ADVAMED. SUCH EXPENSES ARE KEPT SEPARATE FROM REIMBURSABLE BUSINESS EXPENDITURES. PERSONAL TRAVEL FOR FAMILY MEMBERS/FRIENDS MAY BE BOOKED THROUGH ADVAMED'S TRAVEL AGENCY BUT ARE IDENTIFIED SEPARATELY AND BILLED DIRECTLY TO THE EMPLOYEE. THE CEO OF ADVAMED MAY TRAVEL BUSINESS CLASS ON ALL INTERNATIONAL FLIGHTS AND FOR TRAVEL OVER THREE HOURS IN DURATION WHERE SUCH SEATING IS AVAILABLE. FIRST CLASS SEATING WILL BE REIMBURSED ON DOMESTIC FLIGHTS OVER THREE (3) HOURS IN DURATION IF BUSINESS CLASS SEATING IS NOT OFFERED ON THE FLIGHT. THE ASSOCIATION SHALL REIMBURSE TRAVEL EXPENSES FOR EXECUTIVE'S SPOUSE TO ASSOCIATION EVENTS WHEN ATTENDANCE IS REQUIRED FOR BUSINESS PURPOSES. TRAVEL BENEFITS IS INCLUDED IN TAXABLE COMPENSATION | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THERE SHALL BE AN EXECUTIVE COMMITTEE, WHICH SHALL CONSIST OF THE PRESIDENT, ELECTED OFFICERS OF THE ASSOCIATION, THE IMMEDIATE PAST CHAIR, THE ADVAMED-DX CHAIR, THE ADVAMED ACCEL CHAIR, THE BOARD TECHNOLOGY AND REGULATION COMMITTEE CHAIR, THE BOARD PAYMENT AND HEALTH CARE DELIVERY POLICY COMMITTEE CHAIR, THE INTERNATIONAL BOARD COMMITTEE CHAIR AND NOT FEWER THAN THREE NOR MORE THAN EIGHT MEMBERS OF THE BOARD OF DIRECTORS AT LARGE, WHO SHALL BE ELECTED TO THAT POSITION, FOR A PERIOD OF ONE YEAR AND THEREAFTER UNTIL A SUCCESSOR SHALL HAVE BEEN DULY ELECTED AND QUALIFIED, BY A MAJORITY OF THE ENTIRE BOARD OF DIRECTORS ANNUALLY. THE CHAIR SHALL ACT AS CHAIR OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL PERFORM SUCH DUTIES AS MAY BE DELEGATED TO IT BY THE BOARD OF DIRECTORS, AND MAY FURTHER ACT FOR AND ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, PROVIDED THAT ALL SUCH ACTS SHALL BE FULLY REPORTED TO THE BOARD OF DIRECTORS AT OR BEFORE ITS NEXT MEETING FOR ITS REVIEW AND APPROPRIATE ACTION, IF REQUIRED OR DEEMED NECESSARY. |
| FORM 990, PART VI, SECTION A, LINE 6 | ANY FIRM OR CORPORATION WHICH, THROUGH ITSELF OR THROUGH ANY OF ITS SUBSIDIARIES OR DIVISIONS, IS SIGNIFICANTLY ENGAGED IN THE MANUFACTURE OF AND/OR THE RESEARCH WITH THE INTENT TO MANUFACTURE MEDICAL DEVICES, DIAGNOSTIC PRODUCTS AND/OR HEALTH CARE INFORMATION SYSTEMS WITHIN THE UNITED STATES, ITS TERRITORIES AND POSSESSIONS, SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP, INCLUDING THE ELECTION OF ONE THIRD OF THE BOARD OF DIRECTORS ANNUALLY. THE BOARD NOMINATING AND GOVERNANCE COMMITTEE PRESENTS A PROPOSED SLATE OF DIRECTORS ANNUALLY TO THE MEMBERSHIP FOR VOTE. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE. SUCH OFFICIAL REPRESENTATIVE SHALL BE THE CHIEF EXECUTIVE OFFICER OR CHIEF OPERATING OFFICER OF THE MEMBER OR SUCH OTHER SENIOR OPERATING OFFICER AS THE CHIEF EXECUTIVE OFFICER MAY DESIGNATE. |
| FORM 990, PART VI, SECTION B, LINE 11B | ADVAMED'S CHIEF FINANCIAL & OPERATING OFFICER AND VP FINANCE/CONTROLLER PERFORM AN INDEPTH REVIEW OF THE DRAFT 990. THE GENERAL COUNSEL REVIEWS THE FINAL DRAFT PRIOR TO SUBMITTING TO THE FINANCE, AUDIT AND COMPENSATION COMMITTEE (FAC). UPON THE FAC'S REVIEW THE 990 IS SUBMITTED TO THE FULL BOARD FOR THEIR REVIEW. PROVIDED NO CONCERNS ARE RAISED PRIOR TO THE END OF THE REVIEW PERIOD, THE 990 IS THEN FINALIZED AND SUBMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ADVAMED HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT IS MONITORED REGULARLY. EXCERPTS FROM THE POLICY RELATED TO THIS QUESTION ARE SHOWN BELOW: THE CONFLICT OF INTEREST POLICY OF ADVAMED: (1) DEFINES CONFLICTS OF INTEREST; (2) IDENTIFIES CLASSES OF INDIVIDUALS WITHIN THE ASSOCIATION COVERED BY THIS POLICY; (3) FACILITATES DISCLOSURE OF INFORMATION THAT MAY HELP IDENTIFY CONFLICTS OF INTEREST; AND (4) SPECIFIES PROCEDURES TO BE FOLLOWED IN MANAGING CONFLICTS OF INTEREST. 1. A CONFLICT OF INTEREST ARISES WHEN A PERSON IN A POSITION OF AUTHORITY OVER THE ASSOCIATION MAY BENEFIT FINANCIALLY FROM A DECISION HE OR SHE COULD MAKE IN THAT CAPACITY, INCLUDING INDIRECT BENEFITS SUCH AS TO FAMILY MEMBERS OR BUSINESSES WITH WHICH THE PERSON IS CLOSELY ASSOCIATED. ADVAMED'S POLICY IS FOCUSED UPON MATERIAL FINANCIAL INTEREST OF, OR BENEFIT TO, SUCH PERSONS. 2. PERSONS COVERED BY THIS POLICY ARE THE ASSOCIATION'S STAFF, OFFICERS, DIRECTORS, AND CHIEF EXECUTIVE OFFICER. 3. PERSONS COVERED BY THIS POLICY ANNUALLY DISCLOSE TO THE GENERAL COUNSEL ON A FORM PROVIDED BY THE ASSOCIATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. 4. FOR EACH INTEREST DISCLOSED TO THE GENERAL COUNSEL, THE GENERAL COUNSEL WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ASSOCIATION'S REMOVAL PROCEDURES. THE ASSOCIATION'S OFFICERS WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. INTERESTS IN MEMBER COMPANIES: AT TIMES, ADVAMED STAFF AND/OR DIRECTORS MAY BE AWARE OF THE SIGNIFICANT AMOUNT OF INTEREST GENERATED IN CONNECTION WITH NEW PRODUCT DEVELOPMENT, SALES AND PROFITS, PRODUCT REGULATORY STATUS, AND ACQUISITIONS IN THE HEALTH CARE TECHNOLOGY INDUSTRY, THUS, ANYONE IN POSSESSION OF MATERIAL INFORMATION NOT GENERALLY AVAILABLE TO THE INVESTING PUBLIC MUST, IN ORDER TO COMPLY WITH THIS POLICY, EITHER DISCLOSE THAT KNOWLEDGE OR REFRAIN FROM TRADING IN THE STOCK. IN ADDITION, THE PURCHASE OF STOCK IN MEMBER COMPANIES CAN LEAD TO THE APPEARANCE THAT A MEMBER OF THE STAFF AND/OR BOARD OF DIRECTORS IS FAVORING THE INTERESTS OF THAT COMPANY BECAUSE OF SUCH FINANCIAL INTEREST. EVEN IF THERE IS NO ACTUAL CONFLICT OF INTEREST, THE APPEARANCE OF IMPROPRIETY MUST BE AVOIDED. NO EMPLOYEE OF THE ASSOCIATION OR MEMBER OF ITS BOARD OF DIRECTORS, EITHER IN HIS OR HER OWN NAME, OR IN THE NAME OF HIS OR HER SPOUSE OR CHILDREN, MAY PURCHASE STOCK IN ANY MEMBER COMPANY WITHOUT ADVISING THE ASSOCIATION PRESIDENT OF SUCH OWNERSHIP OR CONTEMPLATED OWNERSHIP. IN 2010, ADVAMED REQUIRED EMPLOYEES AND DIRECTORS TO SUBMIT AN ANNUAL FINANCIAL DISCLOSURE STATEMENT TO THE GENERAL COUNSEL REGARDING HOLDINGS IN MEMBER COMPANIES. AFTER REVIEW OF THE COMPLETED FORMS BY THE GENERAL COUNSEL, POTENTIAL CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO REPORTS ANY SUCH DISCLOSURES TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. INTEREST IN ENTITIES DOING BUSINESS WITH ADVAMED: IN THE COURSE OF ITS DAY-TO-DAY OPERATIONS, ADVAMED CONTRACTS WITH NUMEROUS FIRMS THAT PROVIDE GOODS AND SERVICES. IT IS IMPORTANT THAT THESE FIRMS ARE CHOSEN FOR BUSINESS PURPOSES AND NOT BECAUSE THEY ARE INAPPROPRIATELY FAVORED BY ADVAMED EMPLOYEES OR DIRECTORS WHO MAY HAVE A FINANCIAL INTEREST IN PARTICULAR TRANSACTIONS. ACCORDINGLY, ADVAMED EMPLOYEES AND DIRECTORS MUST DISCLOSE, ON AN ONGOING BASIS, ANY FINANCIAL INTEREST IN A COMPANY WITH WHICH ADVAMED CONTRACTS, OR IS CONSIDERING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE COMPENSATION SUBCOMMITTEE OF THE FINANCE, AUDIT AND COMPENSATION COMMITTEE OF THE ASSOCIATION; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION OF THE ASSOCIATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION: THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING: THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. THE PROCESS RECENTLY TOOK PLACE IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | OTHER CONSULTING EXPENSE 7,852,831. PAYROLL PROCESSING FEE 67,211. |
| FORM 990, PART XI, LINE 9: | CHANGE IN EQUITY IN ADVAMED PURCHASING GROUP 12,356. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEDTECH CONFERENCE PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364725626 | EIN |
| Primary Activities | TRADE SHOW | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MEDICAL TECHNOLOGY ASSOCIATION PAC | |||||||||
| 1301 PENNSYLVANIA AVE STE 400 | WASHINGTON | DC | 20004 | 522134566 | POLITICAL ACTION COMMITTEE | DC | 527 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | Yes (1) |
| ADVANCED MEDICAL TECHNOLOGY ASSOCIATION CA PAC | |||||||||
| 1301 PENNSYLVANIA AVE STE 400 | WASHINGTON | DC | 20004 | 455309081 | POLITICAL ACTION COMMITTEE | DC | 527 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVAMED PURCHASING GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 PENNSYLVANIA AVE SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812764022 | EIN |
| Primary Activities | GROUP PURCHASING PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | DC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $38,112 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $63,408 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |