2021-10-27T16:30:40-05:00 2019-12-31 366055558 GRANT THORNTON LLP 171 NORTH CLARK ST SUITE 200 CHICAGO IL 60601 990 2019-01-01 360726140 American Hospital Association Inc AMER 3124223000 155 North Wacker Drive 400 Chicago IL 606061725 LISA E WASSERMAN VP FINANCE / CONTROLLER 2021-10-27 true BRIDGET T ROCHE P00666837 3128560200 2019 2022-09-23 18:48:47Z X Mr Richard J Pollack 800 10th Street NW Washington DC 200014956 148210391 false X www.aha.org X 1898 IL To advance the health of individuals and communities. The AHA leads, represents and serves hospitals, health systems and other related organizations that are accountable to the community and committed to health improvement. 26 25 444 26 1877503 358214 0 0 128559162 130771453 3698266 9370466 2048166 3937757 134305594 144079676 5178360 3676189 0 73968657 66695906 0 0 61548753 67083429 140695770 137455524 -6390176 6624152 285528042 303615590 82066336 71991411 203461706 231624179 To advance the health of individuals and communities. The AHA leads, represents and serves hospitals, health systems and other related organizations that are accountable to the community and committed to health improvement. false false HEALTH CARE ISSUES AND BEST PRACTICES: THROUGH ITS BOARD AND EXTENSIVE COMMITTEE AND CONSTITUENCY SECTION OUTREACH, AMONG OTHER MECHANISMS, THE AHA PROVIDES A FORUM FOR MEMBERS TO PARTICIPATE IN DISCUSSIONS OF RELEVENT HEALTH CARE ISSUES AND THE DEVELOPMENT OF BEST PRACTICES AS THEY RELATE TO HOSPITALS AND OTHER SECTORS OF HEALTH CARE. REPRESENTATION AND ADVOCACY: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO REPRESENT AND ADVOCATE POLICY POSITIONS BEFORE THE CONGRESS, THE COURTS, THE WHITE HOUSE AND FEDERAL AGENCIES. THROUGH REPRESENTATION AND ADVOCACY, THE AHA ASSISTS ITS MEMBERS ON INITIATIVES AND CHANGES NEEDED TO FURTHER HOSPITALS' MISSION TO DELIVER HIGH-QUALITY, COST-EFFICIENT HEALTH CARE TO ALL AMERICANS. MEMBERSHIP SERVICES: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO PROVIDE EDUCATION, INFORMATION AND ASSISTANCE THAT HELPS HOSPITALS ACHIEVE THEIR FULL POTENTIAL IN PROVIDING THEIR COMMUNITIES WITH HIGH-QUALITY HEALTH CARE. AHA PROVIDES SPECIFIC EDUCATION, PUBLICATIONS, NETWORKING, LEADERSHIP OPPORTUNITIES, AND RECOGNITION TO HOSPITALS AND HEALTHCARE PROFESSIONALS. 0 false false true true false false false false false true true false true true true false true false false true false false false false false false true true true false false false false false false false false false false true true true true false true X 602 0 true 444 true true true false false false true true false true false X 26 25 false false false false true true false true true false true true true true true true true true true true false CA X X LISA E WASSERMAN 3124223000 155 North Wacker Drive Ste 400 Chicago IL 606061725 Brian A Gragnolati Chair 5.0 0 X X 34597 0 0 Melinda L Estes Chair-Elect 5.0 0 X X 30543 0 0 Nancy P Howell Agee Immediate Past Chair 5.0 0 X X 13662 0 0 Richard J Pollack President & CEO 40.0 0 X X 4045979 0 649615 Candice L Saunders Trustee 1.0 0 X 2458 0 0 Christina R Campos Trustee 1.0 0 X 816 0 0 Claire M Zangerle Trustee 1.0 0 X 0 0 0 David Entwistle Trustee 1.0 0 X 734 0 0 David R Molmen Trustee 1.0 0 X 3908 0 0 Delvecchio Finley Trustee 1.0 0 X 964 0 0 Douglas P Cropper Trustee 1.0 0 X 1818 0 0 Glenn D Robinson Trustee 1.0 0 X 2222 0 0 Gregory Poulsen Trustee 1.0 1.0 X 1690 0 0 Harsh Trivedi Trustee 1.0 0 X 0 0 0 Jason A Spring Trustee 1.0 0 X 3131 0 0 John M Haupert Trustee 1.0 0 X 818 0 0 Marna R Borgstrom Trustee 1.0 0 X 1141 0 0 Peter J Wright Trustee 1.0 0 X 1436 0 0 Rebecca Hultberg Trustee 1.0 0 X 0 0 0 Robert F Casalou Trustee 1.0 0 X 0 0 0 Rodney F Hochman Trustee 1.0 0 X 0 0 0 Susan Fox Trustee 1.0 0 X 2217 0 0 Sylvia J Young Trustee 1.0 0 X 1046 0 0 Vanessa Ervin Trustee 1.0 0 X 1634 0 0 William F Carpenter III Trustee 1.0 0 X 1193 0 0 Wright L Lassiter III Trustee 1.0 0 X 2673 0 0 Christina Y Fisher SVP/CFO 40.0 2.0 X 596015 0 111324 Gail M Lovinger SVP SECRETARY 40.0 0 X 459115 0 88018 Maryjane Wurth EVP COO, Pres HF 40.0 0 X 1823424 0 226077 Douglas C Shaw SVP field engagement 40.0 0 X 495458 0 110655 Melinda R Hatton SVP & GENERAL COUNSEL 40.0 0 X 886201 0 142057 Robert I Sarkis VP Chief Information Officer 40.0 0 X 371281 0 53221 Susan Gergely AHA SVP CHIEF HR OFFICER 40.0 0 X 425045 0 86365 Thomas P Nickels EVP FED RELATIONS 40.0 0 X 1291289 0 244183 Alicia N Mitchell SVP COMMUNICATIONS 40.0 0 X 532316 0 91603 Ashley Thompson SVP Public Policy 40.0 0 X 622889 0 143620 Gloria J Kupferman Chief Data Strategy Offic 40.0 0 X 373569 0 18482 Lisa Kidder Hrobsky GVP Fed Rel-Adv Pol Affrs 40.0 0 X 325816 0 54081 Susan M Solomon Group VP Dep Gen Counsel 40.0 1.0 X 405730 0 44803 Eileen R O'Keefe Acting Sr. Exec. Memb. Relations (thru Aug 2018) 1.0 0 X 190084 0 0 Ryan L Frazier AHA SVP Member Relations (THRU MAR 2018) 40.0 0 X 422300 0 0 13375212 0 2064104 177 true true false HOGAN LOVELLS US LLP 555 THIRTEENTH STREET NW WASHINGTON DC 20004 Legal and Consulting 1680768 LOCUST STREET GROUP 2008 HILLYER PLACE NW WASHINGTON DC 20009 CONSULTING 1070000 ZUCKERMAN SPAEDER LLP 1800 M STREET NW WASHINGTON DC 20036 LEGAL AND CONSULTING 1056195 PIXEL 915 TWIN ELMS COURT NASHVILLE TN 37210 CONSULTING 746922 KNG HEALTH CONSULTING LLC 15245 SHADY GROVE ROAD SUITE 365 ROCKVILLE MD 20850 CONSULTING 597472 32 0 0 Member Dues 900099 81863472 81863472 Education Programs 611600 27300882 27300882 Licensing 900099 18369178 18369178 PUBLICATIONS 511120 2412898 2412898 WIRELESS TELEMETRY 900099 420444 420444 404579 404579 0 0 130771453 6305474 -87056 6392530 1789622 137354 1652268 0 0 7195707 4130715 3064992 0 3064992 3064992 Advertising 541800 1802720 1802720 Mailing Label Revenue 900004 24485 24485 320930 320930 0 0 2148135 144079676 131092383 1877503 11109790 X 3374937 301252 10502508 0 0 0 42179874 6065647 3675054 4272823 2824709 131207 546449 14959031 0 0 0 978456 7245338 3142723 355181 10498517 6442004 13100260 3666 2943133 241646 State and Metro Associations 1195122 Commissions 573070 Federal and State Taxes 1308507 Education & Training 274032 320378 0 0 0 137455524 0 0 0 19883362 9739148 5501387 7035805 0 0 2497553 2849910 50120633 35749754 15623835 14370879 118573343 178496936 73754195 40212328 0 49694367 50910584 285528042 303615590 19878293 14241313 24011087 19585056 0 38176956 38165042 82066336 71991411 X 202147426 230530486 1314280 1093693 203461706 231624179 285528042 303615590 6624152 19567486 0 1970835 0 X false true X true false 0 0 0 0 0 false AHAPAC 800 TENTH STREET NW TWO CITYCENTER STE 400 WASHINGTON DC 200014956 362996517 0 46084 false false true 81863472 20504229 3746087 24250316 21505534 2744782 0 17425561 9069638 8355923 1907176 1520266 386910 30787896 25159850 5628046 14370879 25358122 F Hedge Funds 8876396 F Inflation Hedge Bonds 9420106 F Investment in Subsidiaries -3442296 F 40212328 Intercompany Receivable 47151868 Deferred Compensation Assets 2479319 Collateral Value Life Insurance 1242950 Deferred Taxes 36447 50910584 821801 Lease Payable/Def. Lease Allowance 12966018 Investment Payable 20513163 Accrued Retirement Expenses 3835825 FEDERAL INCOME TAX PAYABLE 28235 38165042 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Association is exempt from federal income taxes under Section 501(c)(6) of the Internal Revenue Code. The Association follows the provisions of the Accounting for Uncertainty in Income Taxes section of the Income Taxes Topic of the ASC, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association and various positions related to the potential sources of unrelated business taxable income (UBTI). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified and recorded as liabilities for the reporting periods presented herein. The Association, AONL, AONL FDN, HRET, and IFD file Form 990 in the U.S. Federal jurisdiction, the State of Illinois, and other jurisdictions as required. The AHAPAC files a form 1120-POL. The Association's Form 990 includes HF LLC and IDF, LLC as disregarded entities. HF INC files tax returns in various jurisdictions, which include a federal and an Illinois tax return. When and if applicable, potential interest and penalty costs are accrued as incurred, with expenses recognized in the consolidated statements of activities. South Asia 0 0 Program Services SALES OF BOOKS AND DATA. 0 Central America and the Caribbean 0 0 Program Services SALES OF BOOKS AND DATA 0 East Asia and the Pacific 0 0 Program Services SALES OF BOOKS AND DATA. 0 Europe (Including Iceland and Greenland) 0 0 Program Services SALES OF BOOKS AND DATA. 0 Middle East and North Africa 0 0 Program Services SALES OF BOOKS AND DATA. 0 South America 0 0 Program Services SALES OF BOOKS AND DATA. 0 Sub-Saharan Africa 0 0 Program Services SALES OF BOOKS AND DATA. 0 Central America and the Caribbean 0 0 Investments N/A 37682000 0 0 0 0 0 0 37682000 0 37682000 true false true true true true Schedule F, Part I, Line 3 INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES THE ORGANIZATION'S FOREIGN ACTIVITIES CONSIST MAINLY OF SALES OF BOOKS AND DATA PRODUCTS IN FOREIGN COUNTRIES WHICH GENERATE REVENUE. THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES RELATED TO THE SALE OF BOOKS AND DATA TO FOREIGN COUNTRIES. ADDITIONALLY, THE ORGANIZATION HAS A LIMITED AMOUNT OF EXPENSES RELATED TO FOREIGN TRAVEL FOR ATTENDING CONFERENCES AND MEETINGS WITH OTHER ORGANIZATIONS WHICH IS ALSO NOT TRACKED SEPARATELY. AHA REPORTS ZERO FOR EXPENSES IN COLUMN "F" FOR THESE LINES. Schedule F, Part IV, Line 6 Any operations in or related to any boycotting countries IN 2019 AHA MADE SALES TO A COUNTRY ON THE INTERNATIONAL BOYCOTT LIST WHICH IS LEBANON. true HEALTH RESEARCH & EDUCATIONAL TRUST 155 N WACKER DRIVE CHICAGO IL 60606 362203931 501(C)(3) 20000 support payment INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT 155 N WACKER DRIVE CHICAGO IL 60606 582094118 501(C)(3) 1159000 support payment COALITION TO TRANSFORM ADVANCED CARE 1299 PENNSYLVANIA AVE NW WASHINGTON DC 20004 452604332 501(C)(3) 100000 support payment NATIONAL ACADEMY OF SCIENCES 2101 CONSTITUTION AVENUE NW WASHINGTON DC 20418 530196932 501(C)(3) 50000 support payment US CHAMBER OF COMMERCE 1615 H STREET NW WASHINGTON DC 20062 530045720 501(C)(6) 25000 support payment NATIONAL HOSPICE FOUNDATION INC 1731 KING STREET ALEXANDRIA VA 22314 541586967 501(C)(3) 10000 support payment BLUFORD HEALTHCARE LEADERSHIP INSTUTE 7900 LEES SUMMIT ROAD KANSAS CITY MO 64139 463328194 501(C)(3) 10000 support payment COMMISSION ON ACCREDITATION OF HEALTHCARE MANAGEMENT EDUCATION 6110 EXECUTIVE BLVD ROCKVILLE MD 20852 362658309 501(C)(3) 25250 support payment CENTER FOR HEALTH DESIGN INC 1850 GATEWAY BOULEVARD CONCORD NH 94520 680298038 501(C)(3) 25000 support payment NATIONAL ASSOCIATION OF HEALTH SERVICES EXECUTIVES INC 1050 CONNECTICUT AVE WASHINGTON DC 20036 621312239 501(C)(3) 20000 support payment PROJECT PERFECT WORLD FOUNDATION 290 E JOHN CARPENTER FREEWAY IRVING TX 75062 043546835 501(C)(3) 20000 support payment FIRE PROTECTION RESEARCH FOUNDATION 1 Batterymarch Park QUINCY MA 02169 521256543 501(C)(3) 55000 support payment CONGRESSIONAL BLACK CAUCUS FDN INC 1720 Massachusetts Avenue NW WASHINGTON DC 20036 521160561 501(C)(3) 19000 support payment DAVID A WINSTON BALL 1341 G STREET NW WASHINGTON DC 20005 521492039 501(C)(3) 12000 support payment HOPE FOR THE DAY 3179 N CLARK STREET CHICAGO IL 60657 452477331 501(C)(3) 7500 support payment AIM HEALTH INSTITUTE 908 NEW HAMPSHIRE AVE NW WASHINGTON DC 20037 465542911 501(C)(3) 7500 support payment B'NAI B'RITH INTERNATIONAL 1120 20th ST NW WASHINGTON DC 20036 530179971 501(C)(3) 25000 support payment ALLIANCE FOR HEALTH POLICY 1444 I STREET NW WASHINGTON DC 20005 521746328 501(C)(3) 15000 support payment UNIDOS US 1126 16TH STREET NW WASHINGTON DC 20036 860212873 501(C)(3) 32663 support payment AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 5000 support payment IOWA HOSPITAL EDUCATION AND RESEARCH FND 100 E GRAND AVE DES MOINES IA 50309 420981889 501(C)(3) 25000 support payment AUPHA 1730 M STREET NW SUITE 407 WASHINGTON DC 20036 366110249 501(C)(3) 15000 support payment CONGRESSIONAL INSTITUTE 1700 DIAGNAL ROAD SUITE 730 ALEXANDRIA VA 22314 521504189 501(C)(4) 27500 support payment NATIONAL CENTER FOR HEALTHCARE LEADERSHIP 17 N STATE STREET 1530 CHICAGO IL 60602 364483505 501(C)(3) 25000 support payment NATIONAL MEDICAL FELLOWSHIPS 347 FIFTH AVENUE NEW YORK NY 10016 010963657 501(C)(3) 11000 support payment NATIONAL MINORITY QUALITY FORUM 1201 15TH ST NW SUITE 340 WASHINGTON DC 20005 311750942 501(C)(3) 5000 support payment NATIONAL URBAN LEAGUE INC 80 PINE ST FLOOR 9 NEW YORK NY 10005 131840489 501(C)(3) 35000 support payment NCSL FOUNDATION 7700 E 1ST PLACE DENVER CO 80230 742232576 501(C)(3) 5000 support payment NO LABELS 3030 N ROCKY POINT RD W 150 TAMPA FL 33607 510464720 501(C)(3) 25000 support payment PARTNERS IN CARE FOUNDATION 732 MOTT STREET SUITE 150 SAN FERNANDO CA 91340 953954057 501(C)(3) 10000 support payment PUBLIC KNOWLEDGE 1818 N STREET NW SUITE 410 WASHINGTON DC 20036 522336690 501(C)(3) 8000 support payment THE SCHWARTZ CENTER 100 CAMBRIDGE ST SUITE 2100 BOSTON MA 02114 041564655 501(C)(3) 15000 support payment VANDERBUILT UNIVERSITY MEDICAL CENTER 3322 WEST END AVENUE SUITE 900 NASHVILLE TN 37203 352528741 501(C)(3) 10000 support payment 31 2 ILSE ALMANZA SCHOLARSHIP 189 301252 0 N/A N/A Schedule I, Part III GRANTS TO INDIVIDUALS THE ILSE B. ALMANZA SCHOLARSHIP SUPPORTS EDUCATION AND TRAINING TO DEVELOP FUTURE LEADERS COMMITTED TO OPTIMIZING THE HEALTH CARE PHYSICAL ENVIRONMENT. THE GRANT IS PAID DIRECTLY TO THE SCHOOL TO APPLY THE SCHOLARSHIP DIRECTLY TO TUITION. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Typically AHA makes grants and contributions to organizations to support their general operations or in response to their fundraising efforts. In these instances, AHA does not have a formal process for which they monitor the use of the grant paid. In other cases, the AHA provides grants or contributions to support a specific effort or project. In such cases, AHA's management is kept informed as to the use of the funds and the status or satisfactory completion of the project. X X X X X true true X X X X X true true false Richard J Pollack President & CEO 1693766 0 553424 0 1798789 0 617589 0 32026 0 4695594 0 1722252 0 Christina Y Fisher SVP/CFO 451867 0 94718 0 49430 0 92026 0 19298 0 707339 0 19100 0 Gail M Lovinger SVP SECRETARY 275304 0 27509 0 156302 0 61016 0 27002 0 547133 0 120546 0 Maryjane Wurth EVP COO, Pres HF 878094 0 208879 0 736451 0 201725 0 24352 0 2049501 0 674745 0 Ryan L Frazier AHA SVP Member Relations (THRU MAR 2018) 0 0 0 0 422300 0 0 0 0 0 422300 0 0 0 Eileen R O'Keefe Acting Sr. Exec. Memb. Relations (thru Aug 2018) 0 0 0 0 190084 0 0 0 0 0 190084 0 0 0 Susan Gergely AHA SVP CHIEF HR OFFICER 355514 0 36597 0 32934 0 72648 0 13717 0 511410 0 0 0 Melinda R Hatton SVP & GENERAL COUNSEL 684855 0 66242 0 135104 0 121574 0 20483 0 1028258 0 104774 0 Thomas P Nickels EVP FED RELATIONS 847312 0 203765 0 240212 0 210082 0 34101 0 1535472 0 193282 0 Robert I Sarkis VP Chief Information Officer 354941 0 16010 0 330 0 16800 0 36421 0 424502 0 0 0 Douglas C Shaw SVP field engagement 425867 0 39211 0 30380 0 84822 0 25833 0 606113 0 0 0 Gloria J Kupferman Chief Data Strategy Offic 325425 0 31011 0 17133 0 16800 0 1682 0 392051 0 0 0 Alicia N Mitchell SVP COMMUNICATIONS 406204 0 40029 0 86083 0 84338 0 7265 0 623919 0 54611 0 Susan M Solomon Group VP Dep Gen Counsel 368679 0 36671 0 380 0 16800 0 28003 0 450533 0 0 0 Ashley Thompson SVP Public Policy 478348 0 44136 0 100405 0 98262 0 45358 0 766509 0 69025 0 Lisa Kidder Hrobsky GVP Fed Rel-Adv Pol Affrs 296030 0 28629 0 1157 0 16800 0 37281 0 379897 0 0 0 Schedule J, Part I, Line 1a First-class or charter travel By policy, First-class travel was made available to three Board members, CEO and two Executive Vice Presidents in 2019. It was not treated as taxable compensation for any interested person. These individuals are required to travel extensively on organization business, and providing for first-class travel is considered a reasonable accommodation. Additionally, first-class travel may be approved in cases of hardship or extenuating circumstances on a case-by-case basis. Schedule J, Part I, Line 1a Travel for companions Spousal travel was provided to three officers, CEO and two Executive Vice Presidents in 2019. The related benefit was included in the interested persons' taxable compensation. Schedule J, Part I, Line 1a Tax indemnification and gross-up payments For the convenience of the organization in 2019, Maryjane Wurth received a gross up amount applied to her compensation for commuting and living expenses. The amount was applied to her W-2 as taxable income. Schedule J, Part I, Line 1a Discretionary spending account In connection with official duties, stipends were made available to the Chairman, Immediate Past Chairman, and Chairman Elect of the Board. Taxable benefit allowances were made available to Senior Vice President's and above. The related benefit was included in the interested persons' taxable compensation. Schedule J, Part I, Line 1a Housing allowance or residence for personal use A housing allowance was provided to one key employee in 2019. The related benefit was included in taxable compensation. Schedule J, Part I, Line 4a Severance or change-of-control payment Per the terms of a severance agreement Ryan Frazier received a severance payment totaling $422,300 that was treated as taxable in 2019 and included in Schedule J, Part II. Per the terms of a severance agreement Eileen O'Keefe received a severance payment totaling $190,084 that was treated as taxable in 2019 and included in Schedule J, Part II. Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan DURING THE 2019 CALENDAR YEAR, AMERICAN HOSPITAL ASSOCIATION (AHA) MAINTAINED A SUPPLEMENTAL NON-QUALIFIED DEFERRED COMPENSATION PLAN. THE FOLLOWING REPORTABLE INDIVIDUALS WERE ELIGIBLE TO PARTICIPATE IN THAT PLAN: - RICHARD J. POLLACK - MARYJANE WURTH - CHRISTINA FISHER - DOUGLAS C. SHAW - THOMAS P. NICKELS - MELINDA R. HATTON - ALICIA N. MITCHELL - GAIL M. LOVINGER - SUSAN GERGELY - ASHLEY THOMPSON DURING 2019, THE FOLLOWING CONTRIBUTIONS WERE MADE BY AHA TO THE PLAN: - RICHARD J. POLLACK: $600,789 - MARYJANE WURTH: $184,925 - CHRISTINA FISHER: $75,226 - DOUGLAS C. SHAW: $68,022 - THOMAS P. NICKELS: $193,282 - MELINDA R. HATTON: $104,774 - ALICIA N. MITCHELL: $67,538 - ASHLEY THOMPSON: $81,462 - GAIL M. LOVINGER: $44,215 - SUSAN GERGELY: $55,848 DURING 2019, THE FOLLOWING DISTRIBUTIONS WERE MADE BY AHA FROM THE PLAN: - RICHARD J. POLLACK: $1,722,252 - THOMAS P. NICKELS: $193,282 - MELINDA R. HATTON: $104,774 - ALICIA N. MITCHELL: $54,611 - ASHLEY THOMPSON: $69,025 -MARYJANE WURTH: $674,745 -CHRISTINA FISHER: $19,100 -GAIL LOVINGER: $120,546 ALL VESTED/PAID OUT AMOUNTS WERE TREATED AS TAXABLE AND INCLUDED IN SCHEDULE J, PART II, COLUMN (B)(III). Form 990, Part I, Line 7b NET UNRELATED BUSINESS TAXABLE INCOME FROM FORM 990-T, LINE 39 UPDATED AMOUNT TO REFLECT ACTUAL AMOUNT ON 2019 990-T Form 990, Part I, Line 7a TOTAL UNRELATED BUSINESS REVENUE FROM PART VIII, COLUMN (C), LINE 12 UPDATED AMOUNT TO MATCH ACTUAL CALCULATED AMOUNT OF UNRELATED BUSINESS INCOME ON 990-T Form 990, Part I, Line 5 Added additional employees not listed on originally filed return AMENDED RETURN AFTER FILING THE FORM 990, THE AHA REALIZED A MISSING REVENUE CENTER, PRIMARILY RELATED TO THE 990-T. THE AHA AMENDED THE 2019 RETURN BASED ON THIS INFORMATION UPDATING THE FOLLOWING LINES IN PART I LINES: 5, 7A, 7B, 11, 12, 15, 17, 18, 19, 20, 21, 22 IN ADDITION THE FOLLOWING PARTS WERE UPDATED TO REFLECT THESE CHANGES TO THE FORM 990: PART III, PART IX, PART X, PART XI Form 990, Part V, Line 2a Added additional employees not listed on originally filed return Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WHERE APPROPRIATE, THE COMMITTEE HAS AUTHORIZED THE CEO TO APPLY THE SAME PROCEDURES AS DESCRIBED IN THE NARRATIVE FOR PART VI, SECTION B, LINE 15A TO THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION IS EVALUATED BY THE ORGANIZATION'S MANAGEMENT ON AN ANNUAL BASIS USING PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS. PLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. Form 990, Part VI, Line 1a Delegate broad authority to a committee There shall be an Executive Committee of the Board of Trustees composed of the chair of the Board of Trustees, the chair-elect of the Board of Trustees, the immediate past chair of the Board of Trustees, the president, and the chair of the Operations Committee, all of whom shall be ex officio members with the power to vote, and such additional members of the Board of Trustees as recommended by the Executive Committee and appointed by the Board of Trustees. The Executive Committee shall have the power to act on behalf of the Board of Trustees between meetings of the Board of Trustees when, in the judgment of the committee, it is necessary. Form 990, Part VI, Line 6 Classes of members or stockholders AHA is organized as a not-for-profit corporation with members. These members may participate in the organization's governance. The membership of AHA is made up of: 1. Hospitals, health care systems, and health service organizations which provide a continuum of integrated community health resources and which include at least one licensed hospital that is owned, leased, managed or religiously sponsored. 2. Health provider organizations, other than registered hospitals, which provide patient care services, as well as physician groups, health insurance services, and staff and group model health maintenance organizations without a hospital component. 3. Other organizations interested in the objectives of the association. 4. Personal members. Members of the Board of Trustees are selected by a Committee on Nominations. Members who seek to be on the Board are put through a vetting process, and a slate of candidates is presented to the Board for approval. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Please see the narrative for Part VI, Section A, Line 6. Form 990, Part VI, Line 11b Review of form 990 by governing body The full Form 990 is reviewed by management and by legal counsel. It is then reviewed by the Board of Trustees Operations Committee, the Board of Trustees Executive Committee, and finally the entire Board of Trustees prior to filing with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy On an annual basis, the Association's trustees are required to read, complete and return a conflict of interest questionnaire to the association secretary. The Association's officers, key employees and all other employees are required to read, complete and return a conflict of interest questionnaire on an annual basis. The returned questionnaires are handled jointly by the Secretary, Legal, Compliance, and Human Resources. Any questionnaire that raises a potential issue is reviewed and referred to the Association's President for determination regarding a conflict and any action to be considered or undertaken. Any potential conflict of interest that arises after the questionnaire is completed must be promptly reported. Any restrictions imposed, based on information disclosed in a conflict of interest questionnaire or otherwise, would be commensurate with the type of conflict identified and would be disclosed to the Board of Trustees. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE CEO, AND OFFICERS AND KEY EMPLOYEES AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE COMMITTEE CONSIDERS THE RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT, EVALUATES THE CEO'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. The process for determining, reviewing and approving compensation and adjustments to compensation is undertaken on an annual basis. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER. Form 990, Part VI, Line 19 Required documents available to the public The governing documents and conflict of interest policy are available upon request to members; a summary of the financial results are printed each year as part of the annual report to membership. Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. Form 990, Part VIII, Line 11a STATEMENT OF REVENUE LINE 11A WAS UPDATED TO INCLUDE ADDITIONAL ADVERTISING REVENUE NOT INCLUDED ON THE ORIGINAL RETURN Form 990, Part VIII, Line 2f Other Program Service Revenue Other - Total Revenue: 404579, Related or Exempt Function Revenue: 404579, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 320930, Related or Exempt Function Revenue: 320930, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; FORM 990, PART IX, LINES 7, 9, 10, 13, 14, 16, 17, 19, 24B, 24C, 24D, & 24E FUNCTIONAL EXPENSE LINES LISTED WERE ALL UPDATED TO INCLUDE EXPENSES NOT INCLUDED ON THE ORIGINAL RETURN Form 990, Part IX, Line 11g Other Fees Other fees for services - Total Expense: 1272369, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; CONSULTING SERVICES - Total Expense: 7524032, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; PROFESSIONAL SERVICES - Total Expense: 5502812, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; SPONSORSHIP FEES - Total Expense: 467682, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; ORDER FULFILMENT SERVICES - Total Expense: 192136, Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; FORM 990, PART X, LINES 4, 15, 17, 25, & 27 BALANCE SHEET LINES INDICATED WERE UPDATED WITH AMOUNTS NOT INCLUDED ON THE ORIGINAL RETURN Form 990, Part XI, Line 8 PRIOR PERIOD ADJUSTMENTS THE LINE WAS UPDATED TO INCLUDE AMOUNTS NOT INCLUDED ON THE ORIGINAL RETURN Schedule R, Part V, Line 1c ADDITIONAL TRANSACTION REPORTED NOT INCLUDED ON ORIGINAL RETURN HEALTH FORUM LLC 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 EDUCATION IL 24668311 48048659 AHA AHA Innovation Development Fund LLC 155 NORTH WACKER DRIVE 400 CHICAGO IL 60606 831364401 INNOVATIVE DEVELOPMENT IL 0 5373103 AHA AMERICAN ORGANIZATION FOR NURSING LEADERSHIP 155 NORTH WACKER STE 400 CHICAGO IL 606061725 363591337 NURSE LEADERSHIP IL 501(c)(6) AHA true HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER STE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUCATION IL 501(c)(3) Type I AHA true INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 NORTH WACKER STE 400 CHICAGO IL 606061725 582094118 DIVERSITY IL 501(c)(3) 10 AHA true AHAPAC 800 10TH STREET NW WASHINGTON DC 200014956 362996517 POLITICAL CAMPAIGNING IL 527 AHA true AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 800 10TH STREET NW WASHINGTON DC 200014956 272399044 NURSE EDUCATION SUPPORT DC 501(c)(3) Type I AONL true Health Forum Inc 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 606061725 364143432 Publications IL NA C Corporation 3287870 2960644 1 true false true false false false false false false false true false true true true true true true false false INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT B 1159000 cost AMERICAN ORGANIZATION FOR NURSING LEADERSHIP J 443433 cost HEALTH RESEARCH & EDUCATIONAL TRUST J 759651 cost INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT J 102526 COST HEALTH FORUM INC P 154173 cost AMERICAN ORGANIZATION FOR NURSING LEADERSHIP Q 265506 cost HEALTH RESEARCH & EDUCATIONAL TRUST Q 422046 cost INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT Q 53413 cost HEALTH RESEARCH & EDUCATIONAL TRUST Q 1116267 COST