2023-04-17T12:45:05-05:00 2022-05-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-06-01 237333380 AMERICAN HEALTH LAW ASSOCIATION AMER 2028331100 1099 14TH NW STE 925 WASHINGTON DC 20005 DAVID S CADE CHIEF EXECUTIVE OFFICER 2028331100 2023-04-11 1 DAVID CADE 999009999 FREDERICK LONGWOOD P00439715 7033366400 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z DAVID S CADE 1099 14TH NW STE 925 WASHINGTON DC 20005 9240880 0 X HTTPS://WWW.AMERICANHEALTHLAW.ORG X 1973 DC THE AMERICAN HEALTH LAW ASSOCIATION IS THE NATION'S LARGEST, NONPARTISAN, 501(C)(3) EDUCATIONAL ORGANIZATION DEVOTED TO LEGAL ISSUES IN THE HEALTH CARE FIELD WITH MORE THAN 11,000 MEMBERS. 25 24 44 500 412728 0 112048 944258 6878058 7073035 397250 538056 514888 659369 7902244 9214718 0 0 0 0 5775176 6100730 0 0 175798 4247929 5058059 10023105 11158789 -2120861 -1944071 26361334 23085368 8361272 8955740 18000062 14129628 X THE MISSION OF THE AMERICAN HEALTH LAW ASSOCIATION IS TO PRODUCE THE HIGHEST QUALITY NON-PARTISAN EDUCATIONAL PROGRAMS, PRODUCTS, AND SERVICES CONCERNING HEALTH LAW ISSUES; PROVIDE A COLLEGIAL FORUM FOR INTERACTION AND INFORMATION EXCHANGE TO ENABLE ITS MEMBERS TO SERVE THEIR CLIENTS MORE EFFECTIVELY; AND TO SERVE AS A PUBLIC RESOURCE ON SELECTED HEALTHCARE LEGAL ISSUES. 0 0 2453416 2039678 CONFERENCES ARE DESIGNED TO EDUCATE INDIVIDUALS ABOUT HEALTH LAW ISSUES. VARIOUS CONFERENCES AND SEMINARS ARE SPONSORED, RANGING FROM AN ANNUAL MEETING TO INDUSTRY-SPECIFIC SEMINARS. 1821437 3906779 MEMBERSHIP PUBLICATIONS EDUCATE MEMBERS ABOUT HEALTH LAW-RELATED CASES AND PUBLIC POLICY ISSUES, AS WELL AS KEEP THEM INFORMED ABOUT ASSOCIATION ACTIVITIES AND BENEFITS. MANY PUBLICATIONS ARE AVAILABLE IN BOTH ELECTRONIC AND PRINT FORMAT TO THE GENERAL PUBLIC. AHLA OFFERS TO ITS 12,000 MEMBERS FREE PUBLICATIONS ON VARIOUS HEALTH LAW RELATED TOPICS. 708672 103048 MARKETING AND COMMUNICATIONS INCLUDES OUTREACH TO MEMBERS AND THE BROADER HEALTH LAW COMMUNITY, CONNECTING AHLA'S EDUCATIONAL CONTENT WITH THE NEEDS OF THE PROFESSION. THIS OUTREACH INCLUDES CONNECTING AHLA'S COMMUNITY WITH THOUGHT LEADER ORGANIZATION THAT PROVIDE ANALYSIS, EDUCATION, SERVICES, AND SUPPORT AS MEMBERS NAVIGATE VARIOUS ISSUES THAT HAVE IMPORTANT LEGAL IMPLICATIONS. 546417 682780 THE DISPUTE RESOLUTION SERVICE PROGRAM WAS DEVELOPED TO RESPOND TO THE HEALTHCARE FIELD'S SEARCH FOR AN ALTERNATIVE TO THE LONG DELAYS AND COSTS OF LITIGATION. 521589 80447 DISTANCE LEARNING PROVIDES CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OFFERINGS IN A VIRTUAL ENVIRONMENT. DISTANCE LEARNING INCLUDES WEBINAR CONTENT FROM (PRACTICE GROUPS, PUBLIC INTEREST, YOUNG PROFESSIONALS COUNCIL, WOMEN'S LEADERSHIP, AND ALL OTHER DISTANCE LEARNING). 1068006 763227 6051531 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 138 0 1 44 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 24 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMERICAN HEALTH LAW ASSOCIATION 2028331100 1099 14TH NW STE 925 WASHINGTON DC 20005 CYNTHIA Y REISZ PRESIDENT 5.00 0.00 X X 0 0 0 THOMAS N SHORTER PRESIDENT-ELECT 5.00 0.00 X X 0 0 0 PATRICIA A MARKUS PRESIDENT-ELECT DESIGNATE 5.00 0.00 X X 0 0 0 S CRAIG HOLDEN PAST PRESIDENT 3.00 0.00 X X 0 0 0 ROBERT R NICCOLINI PAST PRESIDENT (THRU 6/21) 3.00 0.00 X X 0 0 0 MARK A BONANNO DIRECTOR (THRU 6/21) 2.00 0.00 X 0 0 0 SARALISA C BRAU DIRECTOR 2.00 0.00 X 0 0 0 CAROL CARDEN DIRECTOR (AS OF 6/21) 2.00 0.00 X 0 0 0 GREGORY E DEMSKE DIRECTOR 2.00 0.00 X 0 0 0 KIRK L DOBBINS DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER L EVANS DIRECTOR 2.00 0.00 X 0 0 0 JAMES F FLYNN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT ANDREW GERBERRY DIRECTOR 2.00 0.00 X 0 0 0 ANNE W HANCE DIRECTOR 2.00 0.00 X 0 0 0 LINDSAY P HOLMES DIRECTOR (THRU 6/21) 2.00 0.00 X 0 0 0 CALEB P KNIGHT DIRECTOR (AS OF 6/21) 2.00 0.00 X 0 0 0 MARK S KOPSON DIRECTOR 2.00 0.00 X 0 0 0 JOANNE R LAX DIRECTOR 2.00 0.00 X 0 0 0 AMY LEOPARD DIRECTOR 2.00 0.00 X 0 0 0 KIM HARVEY LOONEY DIRECTOR (THRU 6/21) 2.00 0.00 X 0 0 0 ARI J MARKENSON DIRECTOR (AS OF 6/21) 2.00 0.00 X 0 0 0 HAL MCCARD DIRECTOR 2.00 0.00 X 0 0 0 LINDA S MORONEY DIRECTOR 2.00 0.00 X 0 0 0 ASHA B SCIELZO DIRECTOR 2.00 0.00 X 0 0 0 SUZANNE J SCRUTTON DIRECTOR 2.00 0.00 X 0 0 0 GELVINA L STEVENSON DIRECTOR 2.00 0.00 X 0 0 0 CHRISTINE L WHITE DIRECTOR 2.00 0.00 X 0 0 0 LISA OHRIN WILSON DIRECTOR (AS OF 6/21) 2.00 0.00 X 0 0 0 DAVID S CADE EXECUTIVE VICE PRESIDENT/CEO 40.00 0.00 X X 652229 0 47975 FELICIA DILLARD CFO 40.00 0.00 X 176628 0 54090 KERRY HOGGARD VP OF MEMBERSHIP 40.00 0.00 X 220479 0 62909 ANNE HOOVER VP OF PROGRAMS 40.00 0.00 X 210549 0 58656 ROBERT ANDERSON SR. DIRECTOR OF PUBLISHING 40.00 0.00 X 168889 0 35099 STEFAN BRADHAM SR. DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 0.00 X 155062 0 23933 KARA CARTWRIGHT DIRECTOR OF NON DUES PUBLISHING 40.00 0.00 X 129540 0 13555 STEPHEN GABRIEL DIRECTOR OF TECHNOLOGY 40.00 0.00 X 156980 0 15452 LISA SALERNO DIRECTOR OF MEMBER PUBLICATIONS 40.00 0.00 X 126550 0 34100 1996906 0 345769 22 0 1 0 DELCOR TECHNOLOGY SOLUTIONS INC 8380 COLESVILLE ROAD STE 550 SILVER SPRING MD 20910 TECHNOLOGY SERVICE 418239 MATCHBOX VIRTUAL MEDIA INC 5766 AVENUE WESTMINSTER COLE SAINTLUC QUEBEC CA H4W-2J7 VIRTUAL EVENTS PRODUCTION SERVICE 330200 PROTECH ASSOCIATES INC 5457 TWIN KNOLLS RD COLUMBIA MD 21045 TECHNOLOGY SERVICE 282906 BLUEMODUS INC 1641 CALIFORNIA ST STE 400 DENVER CO 80202 TECHNOLOGY SERVICE 148359 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING AND MAILHOUSE SERVICE 128817 6 800000 144258 428 944258 MEMBERSHIP DUES 900099 3351995 3351995 CONFERENCES 900099 2121814 2121814 DISPUTE RESOLUTION SVCS 611710 682780 682780 PUBLISHING 900099 419111 145142 273969 WEBSITE & PUBLICATIONS 541800 380246 278129 102117 117089 80447 36642 7073035 538056 538056 475686 475686 178587 26162 152425 152425 MISCELLANEOUS 900099 31258 31258 31258 9214718 6812732 412728 1045000 X 1494201 793820 662589 37792 3600427 1891312 1601114 108001 303958 170440 133518 357320 201909 155411 344824 193364 151460 1536 1536 42363 42363 89745 89745 1722537 996666 722076 3795 144156 101182 42974 42338 27643 14347 348 964944 204882 753398 6664 563015 300258 253514 9243 300242 225316 74926 638523 603413 35110 226801 82371 141970 2460 PRINTING/POSTAGE 190536 186797 3626 113 MISCELLANEOUS 125856 72158 46316 7382 UBI TAX 5467 5467 11158789 6051531 4931460 175798 530 530 1325788 1850347 21289 11730 231169 201506 266878 468060 1720089 446669 1457827 1273420 23057827 19279775 26 0 26361334 23085368 3796597 4412842 2233672 2871596 2331003 1671302 8361272 8955740 X 17975971 14116039 24091 13589 18000062 14129628 26361334 23085368 -1944071 -1926363 0 X X 0 1 X 1 0 X 140481 69873 44736 112048 944258 1311396 10452948 10113923 9807450 6472119 6838894 43685334 10593429 10183796 9852186 6584167 7783152 44996730 51934 25672 23400 29838 10000 140844 0 51934 25672 23400 29838 10000 140844 44855886 808000 964324 1157038 879910 1013742 4823014 808000 964324 1157038 879910 1013742 4823014 30129 8692 8993 10149 0 57963 4446 11759 31258 47463 11436004 11156812 11029976 7474226 8828152 49925170 0.89850 0.90380 0.09660 0.08720 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 4,446. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 11,759. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 31,258. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1162472 182178 980294 9813 6775 3038 547804 257716 290088 1273420 DEFERRED RENT AND LEASE INCENTIVES 1671302 1671302 7080616 -1926363 -144156 -2070519 9151135 89745 -26162 63583 9214718 10951050 -117994 -117994 11069044 89745 89745 11158789 PART XI, LINE 2D - OTHER ADJUSTMENTS: ADVERTISING COMMISSIONS RECLASSED TO EXPENSE -144,156. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -26,162. PART XII, LINE 2D - OTHER ADJUSTMENTS: ADVERTISING COMMISSIONS RECLASSED TO EXPENSE -144,156. COST OF GOODS SOLD 26,162. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID S CADE EXECUTIVE VICE PRESIDENT/CEO 503902 0 145753 0 2574 0 28500 0 22373 0 703102 0 0 0 KERRY HOGGARD VP OF MEMBERSHIP 204812 0 13010 0 2657 0 23944 0 41713 0 286136 0 0 0 ANNE HOOVER VP OF PROGRAMS 198240 0 10632 0 1677 0 21890 0 39459 0 271898 0 0 0 FELICIA DILLARD CFO 166100 0 8980 0 1548 0 19040 0 37398 0 233066 0 0 0 ROBERT ANDERSON SR. DIRECTOR OF PUBLISHING 159454 0 7754 0 1681 0 17008 0 20315 0 206212 0 0 0 STEFAN BRADHAM SR. DIRECTOR OF MARKETING AND COMMUN 146345 0 8421 0 296 0 15341 0 10745 0 181148 0 0 0 STEPHEN GABRIEL DIRECTOR OF TECHNOLOGY 149988 0 6724 0 268 0 15254 0 2354 0 174588 0 0 0 LISA SALERNO DIRECTOR OF MEMBER PUBLICATIONS 119016 0 6973 0 561 0 12837 0 22961 0 162348 0 0 0 PART I, LINE 1A ROBERT ANDERSON AND LISA SALERNO RECEIVED A REIMBURSEMENT FOR HEALTH CLUB DUES. THE REIMBURSEMENT IS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 7 BONUS FOR THE EXECUTIVE VICE PRESIDENT IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. SALARY COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE VICE PRESIDENT IN ADVANCE OF THE PERIOD DURING WHICH IT IS PAID, AND BONUSES ARE DETERMINED BY THE EVP. FORM 990, PART I, LINE 6 SUBSTANTIALLY ALL OF THE EDUCATIONAL CONTENT AT IN-PERSON SEMINARS AND WEBINARS IS PROVIDED BY MEMBERS OF AHLA WHO VOLUNTEER THEIR TIME. MEMBERS ALSO VOLUNTEER A SUBSTANTIAL AMOUNT OF TIME TO PRODUCE WRITTEN EDUCATIONAL CONTENT FOR AHLA. BECAUSE MEMBERS WORK INDEPENDENTLY AND GENERALLY NOT ON-SITE AT AHLA OFFICES, AHLA IS UNABLE TO ESTIMATE THE EXACT HOURS OF VOLUNTEER TIME. FORM 990, PART VI, SECTION A, LINE 1A AHLA HAS AN EXECUTIVE COMMITTEE. THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO EXERCISE THE POWERS OF THE BOARD OF DIRECTORS, SUBJECT TO LIMITATIONS SPECIFIED IN BYLAWS, WHEN THE BOARD CANNOT BE CONVENED PURSUANT TO THE BYLAWS. THE MEMBERS OF THE EXECUTIVE COMMITTEE INCLUDE THE PRESIDENT, WHO SHALL SERVE AS ITS CHAIR, PRESIDENT-ELECT, PRESIDENT-ELECT DESIGNATE, CHAIR OF THE EDUCATION COMMITTEE, THE CHAIR OF THE GOVERNANCE COMMITTEE, THE CHAIR OF THE MEMBERSHIP DIVERSITY+INCLUSION COMMITTEE, THE CHAIR OF THE PRACTICE GROUPS AND SPECIAL COUNCILS COMMITTEE, AND THE IMMEDIATE PAST PRESIDENT AS AN EX OFFICIO NON-VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 2 CLASSES OF MEMBERSHIP: VOTING OR REGULAR MEMBERSHIP, AND HONORARY OR NON-VOTING MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORMS 990 AND 990-T. THE RETURN IS THEN SUBMITTED TO THE FINANCE COMMITTEE FOR ITS REVIEW. PRIOR TO SIGNING BY THE CEO, THE RETURN IS MADE AVAILABLE TO THE BOARD AND THEN ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS AND AHLA STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. UNDER THE CONFLICT OF INTEREST POLICY, THE GOVERNANCE COMMITTEE IS CHARGED WITH ANNUALLY REVIEWING RESPONSES TO CONFLICT OF INTEREST QUESTIONNAIRE AND POTENTIAL CONFLICTS OF INTEREST. THE BOARD FOLLOWS PROCEDURES SET OUT IN THE CONFLICT OF INTEREST POLICY TO ASSURE THAT THE POLICY IS FOLLOWED AND THAT ANY CONFLICT TRANSACTIONS ARE REVIEWED AND APPROVED IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD WITH COMPARABLE COMPENSATION OF OTHER HEALTHCARE AND LEGAL ASSOCIATION CEOS GATHERED FOR SUPPORT AND ANALYZED BY AN INDEPENDENT CONSULTANT. OTHER OFFICERS AND KEY EMPLOYEES' SALARIES AND COMPENSATION ARE DETERMINED BY THE CEO WITH PERIODIC DATA GATHERED BY AN INDEPENDENT CONSULTANT TO DETERMINE MARKET COMPARABLES AND RANGES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 996,666. MANAGEMENT AND GENERAL EXPENSES 722,076. FUNDRAISING EXPENSES 3,795. TOTAL EXPENSES 1,722,537. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.