2020-11-02T16:28:22-06:00 2019-12-31 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2019-01-01 341272668 NATIONAL ASSOCIATION OF HEALTHCARE ACCESS MANAGEMENT NATI 2023671125 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 KIRSTEN SHAFFER EXECUTIVE DIRECTOR 2023671125 2020-10-28 1 DAVID JONES P01361002 4108840220 64.88.174.3 2020-10-28 17:22:59 ED P 8135A10533E138772E75B7028466B6AE3A842BF5 8135A10533E138772E75B7028466B6AE3A842BF5 2019 2021-04-22 16:20:28Z X KIRSTEN SHAFFER 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 1532609 0 X WWW.NAHAM.ORG X 1975 DC THE NATIONAL ASSOCIATION OF HEALTHCARE ACCESS MANAGEMENT PROVIDES QUALITY EDUCATIONAL PROGRAMMING AND INTERACTION FOR PROFESSIONALS ENGAGED IN THE MANAGEMENT OF PATIENT ACCESS SERVICES IN HEALTHCARE DELIVERY. 19 18 0 18 17400 -1000 0 0 1400044 1517207 6518 7847 8926 7555 1415488 1532609 6233 1251 0 0 0 21334 0 0 0 1409024 1341619 1415257 1364204 231 168405 655171 860251 153707 190382 501464 669869 TO PROVIDE QUALITY EDUCATIONAL PROGRAMMING AND INTERACTION FOR PROFESSIONALS ENGAGED IN THE MANAGEMENT OF PATIENT ACCESS SERVICES IN HEALTHCARE DELIVERY. 0 0 ANNUAL CONFERENCES - WITH A VARIETY OF INFORMATIVE WORKSHOPS, EXCEPTIONAL SPEAKERS, TOP-NOTCH EDUCATIONAL LEARNING LABS, THE ACCESS SOLUTIONS MARKETPLACE, AND COUNTLESS NETWORKING OPPORTUNITIES, ANNUAL CONFERENCES HELP ATTENDEES BRING BACK REAL-WORLD SOLUTIONS AND TACTICS TO ASSIST IN ADDRESSING ISSUES CRITICAL TO SUCCESS IN PATIENT ACCESS MANAGEMENT. CERTIFICATION - THIS PROGRAM HELPS PATIENT ACCESS PROFESSIONALS GROW IN THE FIELD AND IN THEIR CAREERS. IT OFFERS THE PROFESSIONALS THE OPPORTUNITY TO BECOME A CERTIFIED HEALTHCARE ACCESS MANAGER (CHAM) OR CERTIFIED HEALTHCARE ACCESS ASSOCIATE (CHAA). ARMED WITH KNOWLEDGE AND SKILLS, ACCESS TO SPECIAL RESOURCES, AND PROBLEM-SOLVING ABILITIES, CERTIFIED EMPLOYEES ARE ABLE TO IMPLEMENT SOLUTIONS MORE QUICKLY AND WITH FEWER PROBLEMS. ALL OTHER PROGRAMS - STRATEGIC INITIATIVES, EDUCATION, JOURNAL, GOVERNMENT RELATIONS, BOARD OF DIRECTORS, WEBSITE, ACCESS WEEK, AND ELECTION. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 0 1 1 0 0 0 0 0 0 0 X 19 18 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 2023671125 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 CATHERINE PALLOZZI PRESIDENT 2.00 X X 0 0 0 ELIZABETH REASON IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MICHELLE FOX VICE PRESIDENT 2.00 X X 0 0 0 TERI BELL TREASURER 2.00 X X 0 0 0 PATRICIA CONSOLVER DIRECTOR 2.00 X 0 0 0 JOHN TIMOTHY HOLLAND JR DIRECTOR 2.00 X 0 0 0 CINDY HAGENOW DIRECTOR 2.00 X 0 0 0 ROZANNE HICKOK DIRECTOR 2.00 X 0 0 0 CHERYL BUCZ DIRECTOR 2.00 X 0 0 0 JUDI STECKLER DIRECTOR 2.00 X 0 0 0 JACKIE JORDAN DIRECTOR 2.00 X 0 0 0 GINA MCKENNA DIRECTOR 2.00 X 0 0 0 DANIELLE ANDUJAR DIRECTOR 2.00 X 0 0 0 YVONNE FOCKE DIRECTOR 2.00 X 0 0 0 CERENE WILLETT DIRECTOR 2.00 X 0 0 0 KIM CARPENTER DIRECTOR 2.00 X 0 0 0 WENDY ROACH DIRECTOR 2.00 X 0 0 0 STEPHANIE BENINTENDI DIRECTOR 2.00 X 0 0 0 MAXINE WILSON DIRECTOR 2.00 X 21334 0 0 KIRSTEN SHAFFER EXECUTIVE DIRECTOR 20.00 X 0 0 0 21334 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K STREET NW 3RD FLOOR NORTH WASHINGTON DC 20006 MGMT SERVICES & EXEC.D. COMPENSATION 818959 1 CONFERENCE 541800 558080 558080 CERTIFICATION 900099 536250 536250 MEMBERSHIP SERVICES 900099 337310 337310 EDUCATION 900099 68167 68167 ADVERTISING REVENUE 900099 17400 17400 1517207 7847 7847 6815 6815 MISCELLANEOUS REVENUE 900099 740 740 740 1532609 1500547 17400 14662 1251 21334 839855 175 28638 2513 65022 699 40357 228910 4333 4906 CERTIFICATION 68340 DUES AND SUBSCRIPTIONS 29894 EDUCATION EXPENSE 21666 MISCELLANEOUS 5811 500 1364204 154350 366978 406757 414428 25021 6585 51326 58877 37500 29917 11917 7583 5800 5800 655171 860251 9272 39584 144435 150798 153707 190382 X 501464 669869 501464 669869 655171 860251 168405 0 X X 0 1 X 1 0 0 1 0 37500 29917 7583 7583 X 1532434 0 1532434 175 175 1532609 1364029 0 1364029 175 175 1364204 PART X, LINE 2: NAHAM 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 FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL ASSIST THE BOARD OF DIRECTORS IN ITS MANAGEMENT OF THE ASSOCIATION AND MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS IN ANY MANNER WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION. THE EXECUTIVE COMMITTEE SHALL REPORT SUCH ACTION TAKEN AT THE NEXT FOLLOWING MEETING OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL BE THE LIAISON BETWEEN THE BOARD OF DIRECTORS AND THE NATIONAL OFFICE OF THE ASSOCIATION REGARDING THE DAILY MANAGEMENT AND OPERATION OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 3 NATIONAL ASSOCIATION OF HEALTHCARE ACCESS MANAGEMENT (NAHAM) HAS ENTERED INTO A MANAGEMENT CONTRACT WITH SMITHBUCKLIN. UNDER THE TERMS OF THIS AGREEMENT, NAHAM MAKES PAYMENTS TO SMITHBUCKLIN WHICH COVER STAFF SALARIES AND OTHER OVERHEAD EXPENSES. SMITHBUCKLIN'S PERFORMANCE UNDER THE AGREEMENT IS MONITORED BY THE BOARD OF NAHAM. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS FOUR CATEGORIES OF MEMBERS. 1) ACTIVE MEMBERS - INDIVIDUALS RESPONSIBLE FOR MANAGING, TRAINING, OR CONSULTING WITHIN THE HEALTHCARE ACCESS CONTINUUM AND OTHER HEALTHCARE PROFESSIONALS INTERESTED IN PATIENT ACCESS SERVICES. THEY ARE ENTITLED TO VOTE, SERVE AS A MEMBER OF A COMMITTEE, AND, WHEN CERTIFIED, HOLD OFFICE OR SERVE AS A CHAIR OF A COMMITTEE, AS PROVIDED BY THE BYLAWS. 2) HONORARY MEMBERS - RETIREES WHO HAD DEMONSTRATED DEDICATED SERVICE TO THE ASSOCIATION OR THE PATIENT ACCESS SERVICES FIELD UPON APPROVAL BY THE BOARD OF DIRECTORS. THESE MEMBERS ARE EXEMPT FROM DUES AND NOT ENTITLED TO VOTE OR HOLD OFFICE, NOR TAKE THE POSITION OF A COMMITTEE CHAIR, BUT MAY SERVE AS COMMITTEE MEMBERS. 3) BUSINESS PARTNERSHIP MEMBERS - COMPANIES OR ORGANIZATIONS THAT REGULARLY DISTRIBUTE, SUPPLY, OR SELL PRODUCTS OR SERVICES TO NAHAM MEMBERS OR THEIR EMPLOYERS WITH PARTICULAR RELEVANCE TO PATIENT ACCESS SERVICES. THESE MAY INCLUDE, BUT ARE NOT LIMITED TO SOFTWARE COMPANIES, ELECTRONIC MEDICAL RECORDS ORGANIZATIONS SCHEDULING SYSTEMS, EDUCATION PROVIDERS, INTERIM STAFFING COMPANIES AND PROFESSIONAL ORGANIZATIONS. IN ADDITION, CONSULTANTS WHO PROVIDE SERVICES OUTSIDE OF REVENUE CYCLE AND/OR PATIENT ACCESS SERVICES, INCLUDING INFORMATION TECHNOLOGY, SHALL BE CONSIDERED BUSINESS PARTNER MEMBERS. THESE MEMBERS ARE NOT ALLOWED TO VOTE, HOLD OFFICE OR SERVE AS COMMITTEE CHAIRS, BUT MAY SERVE AS COMMITTEE MEMBERS. 4) ASSOCIATE MEMBERS - ARE INDIVIDUALS IN NON-SUPERVISORY POSITIONS THAT ARE A PART OF OR SUPPORT THE REVENUE CYCLE, FRONT-LINE STAFF INTERESTED IN PATIENT ACCESS SERVICES AND NAHAM, AND FULL-TIME UNDERGRADUATE OR GRADUATE STUDENTS CURRENTLY ENROLLED IN AN ACCREDITED ACADEMIC INSTITUTION. THESE MEMBERS ARE ENTITLED TO VOTE AND MAY SERVE AS A MEMBER OF A COMMITTEE, BUT MAY NOT HOLD OFFICE OR SERVE AS A CHAIR OF THE COMMITTEE, AS PROVIDED BY THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A ANNUALLY, THE VICE PRESIDENT SHALL AUTOMATICALLY SUCCEED TO THE PRESIDENCY. AS PROVIDED BY THE BYLAWS, A NEW VICE PRESIDENT AND OTHER BOARD MEMBERS ARE ELECTED BY THE ACTIVE MEMBERS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 BEFORE IT IS GIVEN TO THE GOVERNING BOARD TO REVIEW. IT IS THEN SIGNED BY THE EXECUTIVE DIRECTOR AND SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST COMPLIANCE CERTIFICATION ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR FOLLOWING UP ON ANY INSTANCES OF NONCOMPLIANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT OR SELECTION PROCESS.