HDA RESEARCH FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HDA RESEARCH FOUNDATION (EIN 52-1225130)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-06
- IRS object ID
- 202312799349300426
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-06T11:22:11-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521225130 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HDA RESEARCH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HDAR | BusinessNameControlTxt |
| Phone | 7038850268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN BITTMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7038850268 | PhoneNum |
| Signature | 2023-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | BITTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2028225000 | PhoneNum |
| Preparation | 2023-09-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PERRY FRI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,032,287 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HDA.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $537,212 | PYContributionsGrantsAmt |
| CY Contributions Grants | $559,645 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $150,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $402,500 | CYProgramServiceRevenueAmt |
| PY Investment Income | $659 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,937 | CYInvestmentIncomeAmt |
| PY Other Revenue | $160,670 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $848,541 | PYTotalRevenueAmt |
| CY Total Revenue | $965,082 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $422,987 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $451,918 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $147,192 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $363,544 | PYOtherExpensesAmt |
| CY Other Expenses | $612,996 | CYOtherExpensesAmt |
| PY Total Expenses | $786,531 | PYTotalExpensesAmt |
| CY Total Expenses | $1,064,914 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $62,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$99,832 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $904,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $872,172 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $176,902 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $244,632 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $727,372 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $627,540 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $639,483 | ExpenseAmt |
| Revenue | $402,500 | RevenueAmt |
| Desc | HDA FACTBOOK (RESEARCH PROJECT): PROVIDES FOR THE ANNUAL COLLECTION AND ANALYSIS OF INDUSTRY DATA. THIS PROJECT INCLUDES THE PUBLICATION OF THE FACTBOOK, A COMPREHENSIVE ANNUAL RESOURCE PUBLICATION DISTRIBUTED TO THE SUPPLY CHAIN COMPANIES AND THOSE WITH AN INTEREST IN BETTER UNDERSTANDING THE HEALTHCARE INDUSTRY.SPECIALTY FACTS, FIGURES, & TRENDS (RESEARCH PROJECT): HIGHLIGHTS TRENDS FOUND IN THE SPECIALTY HEALTHCARE SECTOR AND SERVES AS AN INDUSTRY BENCHMARKING RESOURCE FOR INDUSTRY PARTICIPANTS, FINANCIAL ANALYSTS, ACADEMIA AND OTHERS WHO HAVE AN INTEREST IN UNDERSTANDING THE VARIOUS ASPECTS OF THIS GROWING MARKETPLACE. THE TEXT INCLUDES BENCHMARKS FEATURING: MARKET CHARACTERISTICS, FINANCE, OPERATIONS, COLD CHAIN HANDLING, TRANSPORTATION/DELIVERY, INFORMATION TECHNOLOGY, RETURNS AND SERVICES, PLUS A CHAPTER THAT TAKES A DEEPER DIVE INTO DEMOGRAPHIC TRENDS AND ONCOLOGY.STUDENT RESEARCH PARTNERSHIP: THE HDA RESEARCH FOUNDATION HAS PARTNERED WITH RUTGERS UNIVERSITY BUSINESS SCHOOL SUPPLY CHAIN MANAGEMENT PROGRAM SINCE 2017. EACH FALL, A GROUP OF GRADUATE STUDENTS COLLABORATE WITH HDA DISTRIBUTOR AND MANUFACTURER MEMBERS ON TOP-OF-MIND INDUSTRY ISSUES, PROVIDING AN OPPORTUNITY TO LEARN ABOUT THE PHARMACEUTICAL SUPPLY CHAIN INDUSTRY.SCHOLARSHIP PROGRAM: AS PART OF ITS MISSION TO FOSTER INDUSTRY KNOWLEDGE, THE HDA RESEARCH FOUNDATION SCHOLARSHIP IS AVAILABLE TO GRADUATE-LEVEL STUDENTS CURRENTLY WORKING WITHIN HDA-MEMBER DISTRIBUTOR AND MANUFACTURER COMPANIES.SERIALIZATION READINESS: THIS SURVEY PROVIDES UNBIASED, OBJECTIVE DATA ON THE CURRENT READINESS OF MANUFACTURERS AND DISTRIBUTORS TO MEET DSCSA'S REQUIREMENTS. | Desc |
| Total Program Service Expenses | $639,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN BITTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038850268 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CRAIG COWMAN | ||||||||
| CHAIRMAN | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE GIULI | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT BELKNAP | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG DREW | ||||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BECKY HEDEBERG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GAYLE JOHNSTON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAMESH SRINVASAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN O'DOWD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT POTTER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH TREMONTE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MIHELICH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RENA GOINS | ||||||||
| DIRECTOR-UNTIL 06/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AL PAONESSA | ||||||||
| DIRECTOR-UNTIL 06/22 | 1.00 | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| STEVE NOETZEL | ||||||||
| DIRECTOR-UNTIL 09/22 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHIP DAVIS | ||||||||
| PRESIDENT & CEO | 1.00 | 39.50 | Yes (X) | $37,319 | $1,828,643 | $357,139 | ||
| PERRY FRI | ||||||||
| EVP, COO | 12.00 | 28.00 | Yes (X) | $164,456 | $383,728 | $82,426 | ||
| ANN BITTMAN | ||||||||
| EVP, TREASURER | 2.00 | 38.00 | Yes (X) | $28,133 | $534,535 | $85,381 | ||
| JOHN PARKER | ||||||||
| SVP, COMMUNICATIONS | 0.80 | 40.00 | $19,425 | $369,082 | $58,687 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $249,333 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,115,988 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $583,633 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ERNST & YOUNG | |||||
| PO BOX 640382 | PITTSBURGH | PA | 15264 | CONSULTING | $283,334 |
| INDUSTRY INSIGHTS INC | |||||
| 6235 EMERALD PARKWAY | DUBLIN | OH | 43016 | CONSULTING | $125,092 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $458,295 | FundraisingAmt |
| All Other Contributions | $101,350 | AllOtherContributionsAmt |
| Total Contributions | $559,645 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPONSORSHIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $402,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $402,500 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $402,500 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,937 | TotalRevenueColumnAmt |
| Exclusion | $2,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $67,205 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $458,295 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $67,205 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $965,082 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $402,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,937 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,918 | TotalAmt |
| Program Services | $168,342 | ProgramServicesAmt |
| Management And General | $157,951 | ManagementAndGeneralAmt |
| Fundraising | $125,625 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,208 | TotalAmt |
| Management And General | $5,208 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,776 | TotalAmt |
| Management And General | $10,776 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,298 | TotalAmt |
| Program Services | $458,427 | ProgramServicesAmt |
| Management And General | $16,871 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,842 | TotalAmt |
| Program Services | $214 | ProgramServicesAmt |
| Management And General | $10,753 | ManagementAndGeneralAmt |
| Fundraising | $2,875 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,791 | TotalAmt |
| Management And General | $9,791 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,881 | TotalAmt |
| Management And General | $29,881 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,819 | TotalAmt |
| Management And General | $1,774 | ManagementAndGeneralAmt |
| Fundraising | $6,045 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,335 | TotalAmt |
| Management And General | $1,688 | ManagementAndGeneralAmt |
| Fundraising | $12,647 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,661 | TotalAmt |
| Management And General | $10,661 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,476 | TotalAmt |
| Management And General | $7,476 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| MISCELLANEOUS | $15,409 | $15,409 | |
| SPONSORSHIPS & EVENTS | $12,500 | $12,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,064,914 | TotalAmt |
| Program Services | $639,483 | ProgramServicesAmt |
| Management And General | $278,239 | ManagementAndGeneralAmt |
| Fundraising | $147,192 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,810 | BOYAmt |
| EOY | $202,288 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,688 | BOYAmt |
| EOY | $438,632 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,500 | BOYAmt |
| EOY | $215,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,276 | BOYAmt |
| EOY | $16,252 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,274 | BOYAmt |
| EOY | $872,172 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,123 | BOYAmt |
| EOY | $87,883 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,500 | BOYAmt |
| EOY | $2,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,279 | BOYAmt |
| EOY | $154,249 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,902 | BOYAmt |
| EOY | $244,632 | 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 | $190,131 | BOYAmt |
| EOY | $66,221 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,241 | BOYAmt |
| EOY | $561,319 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,372 | BOYAmt |
| EOY | $627,540 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,274 | BOYAmt |
| EOY | $872,172 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$99,832 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE DISTRIBUTION ALLIANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131088150 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | Yes (1) | SupportedOrgSectionC456Ind |
| Supported Org Qualified | Yes (1) | SupportedOrgQualifiedInd |
| Suprt Exclusively Sec170c2 B | Yes (1) | SuprtExclusivelySec170c2BInd |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 3B | DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCNE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. |
| PART IV, SECTION A, LINE 3C: | THE FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PUPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED | Desc |
| Amt | $154,249 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $154,249 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,032,287 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $67,205 | OtherRevenueAmt |
| Revenue Not Reported | $67,205 | RevenueNotReportedAmt |
| Revenue Subtotal | $965,082 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $965,082 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,132,119 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $67,205 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $67,205 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,064,914 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,064,914 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | AS OF DECEMBER 31, 2022, THERE WERE TAX YEARS OPEN THAT COULD BE SUBJECTED TO REVIEW BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2022 AND 2021, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON PART VIII 67,205. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON PART VIII 67,205. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $525,500 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $458,295 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $67,205 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $67,205 | FoodAndBeverageEvent1Amt |
| Gross Receipts Total | $525,500 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $458,295 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $67,205 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $67,205 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $67,205 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHIP DAVIS | ||||||||||||||
| PRESIDENT & CEO | $27,755 | $1,360,013 | $9,461 | $463,565 | $103 | $5,065 | $5,866 | $287,434 | $1,277 | $62,562 | $44,462 | $2,178,639 | $0 | $0 |
| ANN BITTMAN | ||||||||||||||
| EVP, TREASURER | $23,127 | $439,419 | $4,530 | $86,070 | $476 | $9,046 | $1,940 | $36,860 | $2,329 | $44,252 | $32,402 | $615,647 | $0 | $0 |
| PERRY FRI | ||||||||||||||
| EVP, COO | $144,079 | $336,183 | $17,520 | $40,880 | $2,857 | $6,665 | $11,640 | $27,160 | $13,088 | $30,538 | $189,184 | $441,426 | $0 | $0 |
| JOHN PARKER | ||||||||||||||
| SVP, COMMUNICATIONS | $17,184 | $326,501 | $2,125 | $40,375 | $116 | $2,206 | $915 | $17,385 | $2,019 | $38,368 | $22,359 | $424,835 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE PROCESSES DESCRIBED BELOW ARE USED BY THE HEALTHCARE DISTRIBUTION ALLIANCE, A RELATED EXEMPT ORGANIZATION. THE PRESIDENT OF THE FOUNDATION HAS A FIVE-YEAR EMPLOYMENT CONTRACT WITH HDA. THIS AGREEMENT IS REVIEWED AND AGREED TO BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF HDA AND SIGNED BY THE CHAIRMAN OF HDA'S BOARD. EACH YEAR, THE CHAIR AND VICE CHAIR OF THE HDA BOARD REVIEW THE PRESIDENT'S PERFORMANCE, PREPARE A WRITTEN PERFORMANCE REVIEW AND DETERMINE THE AMOUNT OF ANY BONUS AND ANNUAL SALARY INCREASE. ANY COMPENSATION CHANGES ARE COMMUNICATED IN WRITING TO THE HDA'S EXECUTIVE VICE PRESIDENT & COO (WHO IS ALSO THE TREASURER FOR THE FOUNDATION) FOR IMPLEMENATION. IN SETTING THE PRESIDENT'S COMPENSATION, THE HDA EXECUTIVE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND THE FORM 990 OF OTHER ORGANIZATIONS. |
| PART I, LINE 4B | CHIP DAVIS HAD 2022 CONTRIBUTIONS TO A 457(F) PLAN OF $254,500 (COMBINED TOTAL FOR FILING AND RELATED ORGANIZATION). |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1 | THE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH DIRECTOR OF THE FOUNDATION IS TO BE SELECTED BY A MAJORITY OF THE HDA EXECUTIVE COMMITTEE WITH RECOMMENDATIONS FROM THE FOUNDATION'S CURRENT BOARD CHAIRMAN, VICE CHAIRMAN, PRESIDENT AND EVP. |
| FORM 990, PART VI, SECTION B, LINE 11B | INFORMATION NEEDED TO COMPLETE FORM 990 IS PULLED TOGETHER AND COMPILED BY THE FOUNDATION'S TREASURER AND REVIEWED WITH HDA'S AUDITING FIRM. THE FOUNDATION'S PRESIDENT, EVP & COO, AND TREASURER REVIEW THE SIGNIFICANT FORM 990 INFORMATION AND MEET WITH THE TAX MANAGER FROM OUR AUDITING FIRM TO AGREE ON HOW TO ADDRESS ANY QUESTIONS OR CHANGES IN REQUIREMENTS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE POLICY. A CONFLICT OF INTEREST COMPLIANCE CERTIFICATION IS REQUIRED TO BE SIGNED BY BOTH BOARD MEMBERS AND STAFF ANNUALLY. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, THE FOUNDATION'S PRESIDENT AND EVP WILL DETERMINE WHAT RESTRICTIONS WILL BE IMPOSED ON THE PERSONS INVOLVED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESSES DESCRIBED BELOW ARE USED BY THE HEALTHCARE DISTRIBUTION ALLIANCE, A RELATED EXEMPT ORGANIZATION. COMPENSATING SETTING PROCESS - FOUNDATION PRESIDENT THE PRESIDENT OF THE FOUNDATION HAS A MULTI-YEAR EMPLOYMENT CONTRACT WITH HDA. THIS AGREEMENT IS REVIEWED AND AGREED TO BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF HDA AND SIGNED BY THE CHAIRMAN OF HDA'S BOARD. EACH YEAR, THE CHAIR AND VICE CHAIR OF THE HDA BOARD REVIEW THE PRESIDENT'S PERFORMANCE, PREPARE A WRITTEN PERFORMANCE REVIEW AND DETERMINE THE AMOUNT OF ANY BONUS AND ANNUAL SALARY INCREASE. ANY COMPENSATION CHANGES ARE COMMUNICATED IN WRITING TO THE HDA'S EXECUTIVE VICE PRESIDENT & COO (WHO IS ALSO THE TREASURER FOR THE FOUNDATION) FOR IMPLEMENATION. IN SETTING THE PRESIDENT'S COMPENSATION, THE HDA EXECUTIVE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND THE FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION SETTING PROCESS - OTHER FOUNDATION KEY EMPLOYEES THE OTHER FOUNDATION KEY EMPLOYEE IS THE EVP & COO. HDA'S CEO, EVP & COO, AND THE VP OF HUMAN RESOURCES REVIEW ALL OTHER STAFF COMPENSATION AT THE END OF THE CALENDAR YEAR. A WRITTEN PERFORMANCE REVIEW IS REQUIRED FOR EACH EMPLOYEE. EACH POSITION HAS A SALARY RANGE, WHICH IS UPDATED BY AN INDEPENDENT OUTSIDE CONSULTANT APPROXIMATELY EVERY THREE YEARS. THE PRESIDENT, TREASURER AND HDA'S VP OF HUMAN RESOURCES ALSO LOOK AT WHERE EMPLOYEES' COMPENSATION FALLS WITHIN THEIR SALARY RANGES (BASED UPON THE MOST RECENT JOB DESCRIPTIONS) AND MAKE "PARITY" ADJUSTMENTS, ON A CASE-BY-CASE BASIS. IN ADDITION, ALL SUPERVISORS WHO REQUEST ANNUAL BONUSES FOR ANY OF THEIR EMPLOYEES MUST SUBMIT A WRITTEN PROPOSAL. THESE PROPOSALS ARE REVIEWED BY THE PRESIDENT, TREASURER AND HDA'S VP OF HUMAN RESOURCES AND APPROVED BY THE PRESIDENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 458,427. MANAGEMENT AND GENERAL EXPENSES 16,871. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 475,298. |
| FORM 990, PART XII, LINE 2C: | THERE IS NO CHANGE TO THE AUDIT REVIEW PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE DISTRIBUTION ALLIANCE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131088150 | EIN |
| Primary Activities | PROTECT PATIENT SAFETY AND ACCESS TO MEDICINE THROUGH SAFE DISTRIBUTION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HEALTHCARE DISTRIBUTION ALLIANCE | ||
| O | $322,140 | FMV |
| HEALTHCARE DISTRIBUTION ALLIANCE | ||
| P | $100,000 | FMV |