2022-06-28T08:34:18-05:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 522261594 AMERICAN SENIORS HOUSING ASSOCIATION INC AMER 2028855560 5225 WISCONSIN AVE NW 502 WASHINGTON DC 20015 DAVID SCHLESS PRESIDENT 2028855560 2022-06-28 1 DAVID SCHLESS 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID SCHLESS 5225 WISCONSIN AVE NW 502 WASHINGTON DC 20015 3703109 0 X WWW.SENIORSHOUSING.ORG X 2000 DC SEE PART III, LINE 1. 151 150 6 150 0 0 422000 220552 3564558 3419281 92516 38736 36693 24540 4115767 3703109 0 0 0 0 1403443 1430757 0 0 0 2655791 1961217 4059234 3391974 56533 311135 7450374 8147302 2220418 2528269 5229956 5619033 X TO ADDRESS UNIQUE CHALLENGES OF HOUSING THE NATION'S GROWING POPULATION OF OLDER ADULTS. THE ASSOCIATION PROVIDES LEADERSHIP FOR THE SENIORS HOUSING INDUSTRY ON LEGISLATIVE AND REGULATORY MATTERS AND PROMOTES RESEARCH AND EDUCATION ABOUT SENIOR LIVING COMMUNITIES. 0 0 INDUSTRY AFFAIRS: ASHA COLLECTS AND DISSEMINATES A WEALTH OF DATA AND INFORMATION ABOUT THE FULL SPECTRUM OF SENIORS HOUSING PROPERTY TYPES, INCLUDING INFORMATION ABOUT SENIOR CONSUMERS AND THOSE EMPLOYED BY SENIORS HOUSING ORGANIZATIONS. GOVERNMENT AFFAIRS: ASHA IS FOCUSED ON REPRESENTING THE INTERESTS OF COMPANIES THAT DEVELOP, FINANCE, AND OPERATE SENIORS HOUSING. ASHA'S ACTIVE ADVOCACY PARTICIPATION RELATES PRIMARILY TO FEDERAL MATTERS, THOUGH THE ASSOCIATION CAREFULLY MONITORS STATE POLICY AND, AT TIMES, INVOLVES ITSELF IN STATE-RELATED ADVOCACY. MEETINGS: ASHA MEMBERS CAN PARTICIPATE IN MEETINGS THAT ARE HELD IN THE WINTER AND SUMMER; A SPECIAL MEETING IS HELD FOR THE ASSOCIATION'S EXECUTIVE BOARD EACH FALL. MEMBER SERVICES 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 27 0 1 6 1 0 0 0 0 1 1 0 0 0 X 151 150 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID SCHLESS 2028855560 5225 WISCONSIN AVENUE NW SUITE 502 WASHINGTON DC 20015 DAVID S SCHLESS PRESIDENT 37.50 X X 614601 0 80686 DOUGLAS S SCHIFFER CHAIRMAN 1.50 X X 0 0 0 JERROLD H FRUMM VICE-CHAIRMAN 1.50 X X 0 0 0 RICHARD J HUTCHINSON PAC CHAIR 1.50 X X 0 0 0 KATHRYN A SWEENEY TREASURER 1.50 X X 0 0 0 LYNNE KATZMANN SECRETARY 1.50 X X 0 0 0 DAVID A REEVE BOARD MEMBER 0.50 X 0 0 0 ELIZABETH CHAMBERS BOARD MEMBER 0.50 X 0 0 0 ANTHONY C CROOKS BOARD MEMBER 0.50 X 0 0 0 CHARLES E TREFZGER JR BOARD MEMBER 0.50 X 0 0 0 DALE BOYLES BOARD MEMBER 0.50 X 0 0 0 SCOTT ROSSBACH BOARD MEMBER 0.50 X 0 0 0 DANNY PROSKY BOARD MEMBER 0.50 X 0 0 0 DALE WATCHOWSKI BOARD MEMBER 0.50 X 0 0 0 ROBERT IAN EZER BOARD MEMBER 0.50 X 0 0 0 BEN BURKE BOARD MEMBER 0.50 X 0 0 0 DANIEL KWON BOARD MEMBER 0.50 X 0 0 0 KELLY Q SHEEHY BOARD MEMBER 0.50 X 0 0 0 DON FELTMAN BOARD MEMBER 0.50 X 0 0 0 NICOLETTE REILLY BOARD MEMBER 0.50 X 0 0 0 THOMAS H GRAPE BOARD MEMBER 0.50 X 0 0 0 TIM COBB BOARD MEMBER 0.50 X 0 0 0 MATTHEW F WHITLOCK BOARD MEMBER 0.50 X 0 0 0 JOE EBY BOARD MEMBER 0.50 X 0 0 0 JACOB D GEHL BOARD MEMBER 0.50 X 0 0 0 IMRAN JAVAID BOARD MEMBER 0.50 X 0 0 0 BLAKE PEEPER BOARD MEMBER 0.50 X 0 0 0 JAMES D GRAY BOARD MEMBER 0.50 X 0 0 0 DOUG DOLLENBERG JR BOARD MEMBER 0.50 X 0 0 0 CHRISTIAN MAINGOT BOARD MEMBER 0.50 X 0 0 0 KENNETH R ASSIRAN BOARD MEMBER 0.50 X 0 0 0 JAMES SEYMOUR BOARD MEMBER 0.50 X 0 0 0 MARK BULTMAN BOARD MEMBER 0.50 X 0 0 0 SCOTT STEWART BOARD MEMBER 0.50 X 0 0 0 ARON WILL BOARD MEMBER 0.50 X 0 0 0 MICHAEL J DAMONE BOARD MEMBER 0.50 X 0 0 0 JOSHUA JENNINGS BOARD MEMBER 0.50 X 0 0 0 JOHN P RIJOS BOARD MEMBER 0.50 X 0 0 0 DANIELLE MORGAN BOARD MEMBER 0.50 X 0 0 0 SARAH PETTIT BOARD MEMBER 0.50 X 0 0 0 JOHN REINSMA BOARD MEMBER 0.50 X 0 0 0 PETER E PICKETTE BOARD MEMBER 0.50 X 0 0 0 RICHARD SWARTZ BOARD MEMBER 0.50 X 0 0 0 RON JEANNEAULT BOARD MEMBER 0.50 X 0 0 0 JENNIFER FRANCIS BOARD MEMBER 0.50 X 0 0 0 SUSAN V KAYSER BOARD MEMBER 0.50 X 0 0 0 KAI HSIAO BOARD MEMBER 0.50 X 0 0 0 DANIEL GUILL BOARD MEMBER 0.50 X 0 0 0 TODD HUDGINS BOARD MEMBER 0.50 X 0 0 0 ALAN BUTLER BOARD MEMBER 0.50 X 0 0 0 BRIAN DOWD BOARD MEMBER 0.50 X 0 0 0 KATHERINE E POTTER BOARD MEMBER 0.50 X 0 0 0 ARNOLD M WHITMAN BOARD MEMBER 0.50 X 0 0 0 KEVIN WILBUR BOARD MEMBER 0.50 X 0 0 0 STEVEN SCHMIDT BOARD MEMBER 0.50 X 0 0 0 GREG RODERICK BOARD MEMBER 0.50 X 0 0 0 DAVID A SMITH BOARD MEMBER 0.50 X 0 0 0 JIM PUSATERI BOARD MEMBER 0.50 X 0 0 0 MICHAEL VERBITSKY BOARD MEMBER 0.50 X 0 0 0 RICHARD A THOMAS BOARD MEMBER 0.50 X 0 0 0 ADAM COHAN BOARD MEMBER 0.50 X 0 0 0 CARY TREMPER BOARD MEMBER 0.50 X 0 0 0 PAUL GRIFFIN III BOARD MEMBER 0.50 X 0 0 0 PAUL A GORDON BOARD MEMBER 0.50 X 0 0 0 JOSHUA STEVENTS BOARD MEMBER 0.50 X 0 0 0 SARABETH HANSON BOARD MEMBER 0.50 X 0 0 0 TERRY HOWARD BOARD MEMBER 0.50 X 0 0 0 MICHAEL E GORDON BOARD MEMBER 0.50 X 0 0 0 DUSTIN WARNER BOARD MEMBER 0.50 X 0 0 0 CURTIS BRODY BOARD MEMBER 0.50 X 0 0 0 ALAN C PLUSH BOARD MEMBER 0.50 X 0 0 0 R JEFFREY SANDS BOARD MEMBER 0.50 X 0 0 0 MATTHEW RYAN BOARD MEMBER 0.50 X 0 0 0 DAVID S PASSERO BOARD MEMBER 0.50 X 0 0 0 SUZANNE MEYERS BOARD MEMBER 0.50 X 0 0 0 TOREY RISO BOARD MEMBER 0.50 X 0 0 0 TED FLAGG BOARD MEMBER 0.50 X 0 0 0 BRADLEY E DUBIN BOARD MEMBER 0.50 X 0 0 0 MAX G NEWLAND BOARD MEMBER 0.50 X 0 0 0 TIFFANY TOMASSO BOARD MEMBER 0.50 X 0 0 0 KEVIN P MURRAY BOARD MEMBER 0.50 X 0 0 0 ANDREW S KOBLBERG BOARD MEMBER 0.50 X 0 0 0 MICHAEL A STOLLER BOARD MEMBER 0.50 X 0 0 0 JOEL NELSON BOARD MEMBER 0.50 X 0 0 0 MATTHEW BUCHANAN BOARD MEMBER 0.50 X 0 0 0 WILL PURVIS BOARD MEMBER 0.50 X 0 0 0 JESSE JANTZEN BOARD MEMBER 0.50 X 0 0 0 TIM FICKER BOARD MEMBER 0.50 X 0 0 0 ADAM B SHERMAN BOARD MEMBER 0.50 X 0 0 0 F DONALD KELLY III BOARD MEMBER 0.50 X 0 0 0 THILO D BEST BOARD MEMBER 0.50 X 0 0 0 WENDY SIMPSON BOARD MEMBER 0.50 X 0 0 0 AARON BECKER BOARD MEMBER 0.50 X 0 0 0 JILL ASHTON BOARD MEMBER 0.50 X 0 0 0 MATTHEW PIPITONE BOARD MEMBER 0.50 X 0 0 0 MARY G LEARY BOARD MEMBER 0.50 X 0 0 0 JEFF FISCHER BOARD MEMBER 0.50 X 0 0 0 KEVIN MCMEEN BOARD MEMBER 0.50 X 0 0 0 ERIC MENDELSOHN BOARD MEMBER 0.50 X 0 0 0 RYAN MACONACHY BOARD MEMBER 0.50 X 0 0 0 KEVIN TYLER BOARD MEMBER 0.50 X 0 0 0 VIKAS GUPTA BOARD MEMBER 0.50 X 0 0 0 DAN B MADSEN BOARD MEMBER 0.50 X 0 0 0 JEROME E FINIS BOARD MEMBER 0.50 X 0 0 0 STEVE BLAZEJEWSKI BOARD MEMBER 0.50 X 0 0 0 TRACE WILSON BOARD MEMBER 0.50 X 0 0 0 JESSE MARINKO BOARD MEMBER 0.50 X 0 0 0 JASON SCHREIBER BOARD MEMBER 0.50 X 0 0 0 SEVERINE PETRAS BOARD MEMBER 0.50 X 0 0 0 MARGARET A WYLDE BOARD MEMBER 0.50 X 0 0 0 LAURA MCDONALD BOARD MEMBER 0.50 X 0 0 0 JOHN GETCHEY BOARD MEMBER 0.50 X 0 0 0 DANETTE OPACZEWSKI BOARD MEMBER 0.50 X 0 0 0 THOMAS WELLNER BOARD MEMBER 0.50 X 0 0 0 JEFF DICKERSON BOARD MEMBER 0.50 X 0 0 0 SEBASTIAN BROWN BOARD MEMBER 0.50 X 0 0 0 JULIE FERGUSON BOARD MEMBER 0.50 X 0 0 0 TALYA NEVO-HACOHEN BOARD MEMBER 0.50 X 0 0 0 KELLY COOK ANDRESS BOARD MEMBER 0.50 X 0 0 0 DONNY EDWARDS BOARD MEMBER 0.50 X 0 0 0 JAMES T HANDS BOARD MEMBER 0.50 X 0 0 0 MEL GAMZON BOARD MEMBER 0.50 X 0 0 0 WILLIAM B KAPLAN BOARD MEMBER 0.50 X 0 0 0 DONALD O THOMPSON JR BOARD MEMBER 0.50 X 0 0 0 JEFF D BINDER BOARD MEMBER 0.50 X 0 0 0 MICHAEL S GRUST BOARD MEMBER 0.50 X 0 0 0 ROBERT D THOMAS BOARD MEMBER 0.50 X 0 0 0 WILLIAM F THOMAS BOARD MEMBER 0.50 X 0 0 0 LOREN B SHOOK BOARD MEMBER 0.50 X 0 0 0 ROSANNE MCADAM BOARD MEMBER 0.50 X 0 0 0 JOSHUA CRISP BOARD MEMBER 0.50 X 0 0 0 JEFFREY D KRAUS BOARD MEMBER 0.50 X 0 0 0 CHAD GORSUCH BOARD MEMBER 0.50 X 0 0 0 SHARON GRAMBOW BOARD MEMBER 0.50 X 0 0 0 JACK CALLISON BOARD MEMBER 0.50 X 0 0 0 SARAH S DUGGAN BOARD MEMBER 0.50 X 0 0 0 RANDALL J BUFFORD BOARD MEMBER 0.50 X 0 0 0 LAWRENCE A COHEN BOARD MEMBER 0.50 X 0 0 0 STEPHEN BENJAMIN BOARD MEMBER 0.50 X 0 0 0 MARCUS LUSSIER BOARD MEMBER 0.50 X 0 0 0 JOHN D COBB BOARD MEMBER 0.50 X 0 0 0 KASS MATT BOARD MEMBER 0.50 X 0 0 0 BRETT GARDNER BOARD MEMBER 0.50 X 0 0 0 JEFF RINGWALD BOARD MEMBER 0.50 X 0 0 0 DAVID BARNES BOARD MEMBER 0.50 X 0 0 0 TAMI KOZIKOWSKI BOARD MEMBER 0.50 X 0 0 0 RYAN HALLER BOARD MEMBER 0.50 X 0 0 0 CATHERINE VOREYER BOARD MEMBER 0.50 X 0 0 0 TIM MCHUGH BOARD MEMBER 0.50 X 0 0 0 JASON DOPOULOS BOARD MEMBER 0.50 X 0 0 0 DONALD L HUSI BOARD MEMBER 0.50 X 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 37.50 X 245812 0 38696 DORIS MAULTSBY VP, MEMBER SERVICES 37.50 X 128274 0 33493 988687 0 152875 3 0 1 0 THORN RUN PARTNERS LLC 100 M STREET SE WASHINGTON DC 20003 LEGISLATIVE CONSULTING SERVICES 215000 ATI ADVISORY 1627 EYE STREET NW SUITE 835 WASHINGTON DC 20006 HEALTH CARE POLICY RESEARCH 142250 2 220552 220552 MEMBER DUES 900099 3379270 3379270 PUBLICATIONS 900099 40011 40011 3419281 38736 38736 REIMB. RESEARCH COST 900099 20351 20351 MISCELLANEOUS 900099 4189 4189 24540 3703109 3419281 0 63276 979795 326674 24145 45720 54423 67209 70675 312500 300 302661 58263 66085 105004 452615 459 10757 17329 INDUSTRY PROMOTION 333410 OUTREACH 72305 LICENSES AND FEES 46978 EQUIPMENT RENTAL 23117 21550 3391974 115020 6945880 7422068 35125 45843 90380 144558 109719 43952 33885 65767 345104 354046 7450374 8147302 460355 392364 1401708 1771120 358355 364785 2220418 2528269 X 5229956 5619033 5229956 5619033 7450374 8147302 X 311135 -40103 118045 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 3379270 384456 -78704 305752 371720 -65968 39019 16377 22642 29759 23212 6547 40941 4363 36578 65767 DEFERRED COMPENSATION PLAN 342245 DEFERRED RENT 17526 DEFERRED IMPROVEMENT ALLOWANCE 5014 364785 X 3662706 -40103 -40103 3702809 300 300 3703109 3391674 0 3391674 300 300 3391974 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 0 0 DAVID S SCHLESS PRESIDENT 409734 0 204867 0 0 0 40973 0 39713 0 695287 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 204843 0 40969 0 0 0 20484 0 18212 0 284508 0 0 0 DORIS MAULTSBY VP, MEMBER SERVICES 106895 0 21379 0 0 0 10689 0 22804 0 161767 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS WILLIAM THOMAS AND ROBERT THOMAS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT AND THE ASSOCIATION'S AUDIT COMMITTEE. THE FORM 990 WAS E-MAILED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND BOARD MEMBERS ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE ASSOCIATION TAKES CONFLICTS OF INTEREST SERIOUSLY, BUT DOES NOT CURRENTLY HAVE AN AUTOMATIC RESPONSE/PENALTY. EACH SITUATION IS CONSIDERED UNIQUE AND DEALT WITH BY THE EXECUTIVE COMMITTEE AND/OR PRESIDENT, AS WARRANTED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE PERIODICALLY USES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT THE PRESIDENT'S SALARY REVIEW AS PART OF THE UPDATING OF THE EMPLOYMENT AGREEMENT WITH THE PRESIDENT. THIS PROCESS INCLUDES THE USE OF COMPARABILITY DATA. THE COMMITTEE IS ALSO INVOLVED IN THE BUDGET PROCESS AND ULTIMATELY HELPS TO DECIDE ANY ADJUSTMENTS MADE TO STAFF COMPENSATION. RECORDS ARE KEPT DURING THE REVIEW PROCESS AND A MEMO IS SENT TO THE PRESIDENT'S PERSONNEL FILE WITH THE COMMITTEE'S FINAL RESULTS. THE LAST COMPENSATION REVIEW TOOK PLACE IN NOVEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS WHO WISH TO VIEW THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT OF INTEREST POLICY CONTACT THE PRESIDENT AND ARE PROVIDED WITH COPIES OF THE REQUESTED DOCUMENTS. FORM 990, PART XI, LINE 9: PPP LOAN FORGIVENESS 118,045.