2023-11-09T11:49:30-06:00 2022-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2022-01-01 360730540 HEALTH INDUSTRY DISTRIBUTORS ASSOCIATION HEAL 7035494432 510 KING STREET SUITE 200 ALEXANDRIA VA 22314 MATTHEW ROWAN PRESIDENT & CEO 7035494432 2023-11-07 1 MATTHEW ROWAN 999009999 1 DANIEL O'SHEA P00957510 3016529100 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MATTHEW ROWAN 510 KING STREET SUITE 200 ALEXANDRIA VA 22314 7266662 0 X WWW.HIDA.ORG X 1916 DE TO ADVANCE THE USE AND VALUE OF DISTRIBUTION IN HEALTHCARE. 22 22 31 23 28574 0 313062 0 4050645 4568487 223811 -371357 174938 183261 4762456 4380391 0 2500 0 0 2076154 2740491 0 0 0 1684051 2249464 3760205 4992455 1002251 -612064 7063579 5636087 1803364 1304090 5260215 4331997 TO ADVANCE THE USE AND VALUE OF DISTRIBUTION IN HEALTHCARE. 0 0 ADVOCACY FOR DISTRIBUTION - TO ADVOCATE FOR SOUND PUBLIC POLICIES THROUGH INVOLVEMENT IN THE LEGISLATIVE AND REGULATORY PROCESS, AND TO EDUCATE MEMBERS AND DECISION MAKERS IN GOVERNMENT AND HEALTHCARE ON POLICY ISSUES INVOLVING MEDICAL PRODUCTS. BUSINESS TOOLS FOR MEMBERS - TO PROVIDE THE KNOWLEDGE, DATA AND FACTS MEMBERS NEED TO DELIVER EXCEPTIONAL VALUE TO THEIR BUSINESS AND THEIR CUSTOMERS, AND TO PROVIDE SKILL DEVELOPMENT ANDKNOWLEDGE EXCHANGE. NETWORKING - TO PROVIDE FORUMS THAT FACILITATE THE INTERPERSONAL EXCHANGE NECESSARY TO BUILD AND MAINTAIN EFFECTIVE BUSINESS RELATIONSHIPS. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 35 0 1 31 1 1 1 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X BALVINDER BAINS 7035494432 510 KING STREET SUITE 200 ALEXANDRIA VA 22314 MICHAEL DUBOSE CHAIRMAN 2.00 X X 0 0 0 CARA SKOWRONSKI CHAIRMAN ELECT 2.00 X X 0 0 0 ALEXANDRA CALDWELL TREASURER 2.00 X X 0 0 0 GINA MARCHESE IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 WILLIAM ABRAMS DIRECTOR 1.00 1.00 X 0 0 0 BRAD C CONNETT DIRECTOR 1.00 X 0 0 0 CHRIS FAGNANI DIRECTOR 1.00 X 0 0 0 KELLY GIBNEY DIRECTOR 1.00 1.00 X 0 0 0 BRAD HILTON DIRECTOR 1.00 X 0 0 0 CHRIS KERSKI MEMBER-AT-LARGE 2.00 X X 0 0 0 DAVID KLARNER DIRECTOR 1.00 X 0 0 0 BILL MCLAUGHLIN JR DIRECTOR 1.00 X 0 0 0 KC MELESKI DIRECTOR 1.00 X 0 0 0 DAVID R MYERS DIRECTOR 1.00 X 0 0 0 LYNN PATTERSON DIRECTOR 1.00 X 0 0 0 RANDY REICHENBACH DIRECTOR 1.00 X 0 0 0 WILLIAM REUBEL DIRECTOR 1.00 X 0 0 0 TODD ROSS DIRECTOR 1.00 X 0 0 0 MARK T SEITZ DIRECTOR 1.00 X 0 0 0 JAY STEVENS DIRECTOR 1.00 X 0 0 0 JOEL TREFFERT DIRECTOR 1.00 X 0 0 0 SCOTT WILLIAMS DIRECTOR 1.00 X 0 0 0 MATTHEW J ROWAN PRESIDENT AND CEO 24.00 16.00 X 431094 287396 67863 BALVINDER BAINS VP, FINANCE & OPERATIONS 20.00 20.00 X 107144 107143 26602 LINDA ROUSE O'NEILL VP, GOVERNMENT AFFAIRS 30.00 10.00 X 200220 66739 40648 KELLEY TAFT DIRECTOR, MEMBERSHIP 40.00 0.00 X 152421 0 8258 JULIE BERRY DIRECTOR, CONFERENCES & SPONSORSHIP 20.00 20.00 X 78036 78035 14165 ELIZABETH HILLA HEF EXECUTIVE DIRECTOR 4.00 36.00 X 31755 285787 30928 PATRICK BAILEY VP, CONGRESSIONAL RELATIONS 40.00 0.00 X 187270 0 21588 WYETH RUTHVEN DIRECTOR, PUBLIC AFFAIRS 40.00 0.00 X 143584 0 12649 1331524 825100 222701 14 0 1 0 CONCENTUSNET 1905 WESTMORELAND ST MCLEAN VA 22101 IT SUPPORT 128480 WEST FRONT STRATEGIES LLC 1201 PENNSYLVANIA AVENUE NW 530 WASHINGTON DC 20004 CONSULTING 110000 2 REGISTRATION & EXHIBITOR FEES 900099 1466630 1466630 PROJECT REVENUE 900099 1290409 1290409 MEMBER DUES 900099 1022475 1022475 SPONSORSHIPS 900099 490039 490039 PUBS & PROD SALES 900099 298934 298934 4568487 53633 53633 2461281 2886271 -424990 -424990 -424990 ADVERTISING 541800 48725 28574 20151 134536 134536 183261 4380391 2746354 28574 1605463 2500 822963 1564962 67273 133088 152205 38270 39354 201785 481911 16185 208973 97451 94483 268371 563941 15849 15219 CREDIT CARD FEES 67607 DUES TO OTHER ORGANIZAT 35597 PUBLICATIONS & SUBSCRIP 31815 72653 4992455 497708 91362 37003 89372 1448585 1117494 108207 128508 462175 437324 25262 24851 4498314 3758434 448500 426066 7063579 5636087 342694 299558 1017170 611115 443500 393417 1803364 1304090 X 5260215 4331997 5260215 4331997 7063579 5636087 -612064 -316154 0 X 0 1 X 0 0 0 0 1 1022475 151803 -400530 -248727 244025 -492752 98398 98398 0 180138 155287 24851 183639 183639 0 24851 DEPOSITS 32649 DEFERRED COMPENSATION ASSETS 393417 426066 DEFERRED COMP LIABILITY 393417 393417 X 7043172 -316154 2978935 2662781 4380391 0 4380391 8576437 3583982 3583982 4992455 0 4992455 PART X, LINE 2: HIDA IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. HIDA IS TAXED ON INCOME THAT IS NOT RELATED TO ITS EXEMPT PURPOSE, WHICH CONSISTS PRIMARILY OF ADVERTISING INCOME. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, HIDA HAD NO TAXABLE UNRELATED BUSINESS INCOME. HIDA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. HIDA RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCRUED EXPENSES ON THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE CONSOLIDATED FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. TAX YEARS PRIOR TO 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF THE COMMONWEALTH OF VIRGINIA. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE OF AFFILIATES 2,978,935. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OF AFFILIATES 3,583,982. X X X X 0 0 0 MATTHEW J ROWAN PRESIDENT AND CEO 376235 250824 54859 36572 0 0 18750 12500 21968 14645 471812 314541 0 0 ELIZABETH HILLA HEF EXECUTIVE DIRECTOR 27737 249630 4018 36157 0 0 1325 11925 1767 15911 34847 313623 0 0 LINDA ROUSE O'NEILL VP, GOVERNMENT AFFAIRS 200220 66739 0 0 0 0 9938 3312 20548 6850 230706 76901 0 0 BALVINDER BAINS VP, FINANCE & OPERATIONS 107144 107143 0 0 0 0 5388 5388 7913 7913 120445 120444 0 0 PATRICK BAILEY VP, CONGRESSIONAL RELATIONS 187270 0 0 0 0 0 8594 0 12994 0 208858 0 0 0 JULIE BERRY DIRECTOR, CONFERENCES & SPONSORSHIP 78036 78035 0 0 0 0 3902 3902 3181 3180 85119 85117 0 0 KELLEY TAFT DIRECTOR, MEMBERSHIP 152421 0 0 0 0 0 7621 0 637 0 160679 0 0 0 WYETH RUTHVEN DIRECTOR, PUBLIC AFFAIRS 143584 0 0 0 0 0 2953 0 9696 0 156233 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S OPERATIONS COMMITTEE REVIEWED THE DRAFT FORM 990. THIS GROUP IS EMPOWERED TO ANNUALLY REVIEW THE 990 ON THE BOARD'S BEHALF. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, A SIGNED COPY OF THE POLICY IS REQUIRED FROM EACH OFFICER. KEY EMPLOYEES HAVE THE CONFLICT OF INTEREST POLICY WRITTEN INTO THEIR EMPLOYMENT CONTRACT, WHICH COMES UP FOR RENEWAL EVERY TWO YEARS. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT CONDUCTED A MARKET COMPARABILITY STUDY TO DETERMINE GOING MARKET RATES AS OF 2021, WHICH INCLUDED A MATRIX TO ACCOMMODATE RANGES FOR GROWTH AND MARKET FACTORS. BOARD APPROVAL IS REQUIRED FOR ALL EXECUTIVE TEAM CHANGES, SPECIFICALLY ONES WITH EMPLOYMENT CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, ITS CONFLICT OF INTEREST POLICY, AND ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. HIDA EDUCATIONAL FOUNDATION 510 KING STREET SUITE 200 ALEXANDRIA VA 22314 362945503 EDUCATION IL 501(C)(3) LINE 12A, I HIDA 1 HIDA PAC 510 KING STREET SUITE 200 ALEXANDRIA VA 22314 273078836 POLITICAL ACTION COMMITTEE VA 527 N/A HIDA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HIDA EDUCATIONAL FOUNDATION N 163432 COST REIMB. HIDA EDUCATIONAL FOUNDATION O 2030221 COST REIMB. HIDA EDUCATIONAL FOUNDATION Q 2750000 COST REIMB.