STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

AMERICAN HOSPITAL ASSOCIATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AMERICAN HOSPITAL ASSOCIATION INC (EIN 36-0726140)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-17
IRS object ID
202022309349301632
Schema version
2019v5.0
Note
A later return for the same period supersedes this one.
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

FieldValueIRS element (for citing)
Return2020-08-17T15:00:21-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN366055558PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GRANT THORNTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1171 NORTH CLARK ST SUITE 200AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN360726140EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1American Hospital Association IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3124223000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 North Wacker Drive 400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristina Y FisherPersonNm
Person TitleCFOPersonTitleTxt
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGET T ROCHEPreparerPersonNm
PTINP00666837PTIN
Phone3128560200PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Mr Richard PollackBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 10th Street NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200014956ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$146,970,943GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website Addresswww.aha.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1898FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTo 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.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee441TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$1,520,742TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$931,217NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$128,559,162PYProgramServiceRevenueAmt
CY Program Service Revenue$130,771,453CYProgramServiceRevenueAmt
PY Investment Income$3,698,266PYInvestmentIncomeAmt
CY Investment Income$9,370,466CYInvestmentIncomeAmt
PY Other Revenue$2,048,166PYOtherRevenueAmt
CY Other Revenue$2,698,309CYOtherRevenueAmt
PY Total Revenue$134,305,594PYTotalRevenueAmt
CY Total Revenue$142,840,228CYTotalRevenueAmt
PY Grants And Similar Paid$5,178,360PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,676,189CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$73,968,657PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$66,284,842CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$61,548,753PYOtherExpensesAmt
CY Other Expenses$66,279,409CYOtherExpensesAmt
PY Total Expenses$140,695,770PYTotalExpensesAmt
CY Total Expenses$136,240,440CYTotalExpensesAmt
PY Revenues Less Expenses-$6,390,176PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,599,788CYRevenuesLessExpensesAmt
Total Assets BOY$285,528,042TotalAssetsBOYAmt
Total Assets EOY$303,430,068TotalAssetsEOYAmt
Total Liabilities BOY$82,066,336TotalLiabilitiesBOYAmt
Total Liabilities EOY$71,931,047TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$203,461,706NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$231,499,021NetAssetsOrFundBalancesEOYAmt
MissionTo 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescHEALTH 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescREPRESENTATION 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescMEMBERSHIP 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyYes (true)PoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document602IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee441EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsYes (true)NondeductibleContributionsInd
Nondeductible Contri DisclYes (true)NondeductibleContriDisclInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members26GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersYes (true)LocalChaptersInd
Policies Reference ChaptersYes (true)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Christina Y FisherBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3124223000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 North Wacker Drive Ste 400AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Brian A Gragnolati
Chair5.00Yes (X)Yes (X)$34,597$0$0
Melinda L Estes
Chair-Elect5.00Yes (X)Yes (X)$30,543$0$0
Nancy P Howell Agee
Immediate Past Chair5.00Yes (X)Yes (X)$13,662$0$0
Richard J Pollack
President & CEO40.01.0Yes (X)Yes (X)$4,045,979$0$649,615
Candice L Saunders
Trustee1.00Yes (X)$2,458$0$0
Christina R Campos
Trustee1.00Yes (X)$816$0$0
Claire M Zangerle
Trustee1.00Yes (X)$0$0$0
David Entwistle
Trustee1.00Yes (X)$734$0$0
David R Molmen
Trustee1.00Yes (X)$3,908$0$0
Delvecchio Finley
Trustee1.00Yes (X)$964$0$0
Douglas P Cropper
Trustee1.00Yes (X)$1,818$0$0
Glenn D Robinson
Trustee1.00Yes (X)$2,222$0$0
Gregory Poulsen
Trustee1.00Yes (X)$1,690$0$0
Harsh Trivedi
Trustee1.00Yes (X)$0$0$0
Jason A Spring
Trustee1.00Yes (X)$3,131$0$0
John M Haupert
Trustee1.00Yes (X)$818$0$0
Marna R Borgstrom
Trustee1.00Yes (X)$1,141$0$0
Peter J Wright
Trustee1.00Yes (X)$1,436$0$0
Rebecca Hultberg
Trustee1.00Yes (X)$0$0$0
Robert F Casalou
Trustee1.00Yes (X)$0$0$0
Rodney F Hochman
Trustee1.00Yes (X)$0$0$0
Susan Fox
Trustee1.00Yes (X)$2,217$0$0
Sylvia J Young
Trustee1.00Yes (X)$1,046$0$0
Vanessa Ervin
Trustee1.00Yes (X)$1,634$0$0
William F Carpenter III
Trustee1.00Yes (X)$1,193$0$0
Wright L Lassiter III
Trustee1.00Yes (X)$2,673$0$0
Christina Y Fisher
SVP/CFO40.03.0Yes (X)$596,015$0$111,324
Gail M Lovinger
SVP SECRETARY40.00Yes (X)$459,115$0$88,018
Maryjane Wurth
EVP COO, Pres HF40.00Yes (X)$1,823,424$0$226,077
Douglas C Shaw
SVP field engagement40.00$495,458$0$110,655Yes (X)
Melinda R Hatton
SVP & GENERAL COUNSEL40.00$886,201$0$142,057Yes (X)
Robert I Sarkis
VP Chief Information Officer40.00$371,281$0$53,221Yes (X)
Susan Gergely
AHA SVP CHIEF HR OFFICER40.00$425,045$0$86,365Yes (X)
Thomas P Nickels
EVP FED RELATIONS40.00$1,291,289$0$244,183Yes (X)
Alicia N Mitchell
SVP COMMUNICATIONS40.00$532,316$0$91,603Yes (X)
Ashley Thompson
SVP Public Policy40.00$622,889$0$143,620Yes (X)
Gloria J Kupferman
Chief Data Strategy Officer40.00$373,569$0$18,482Yes (X)
Lisa Kidder Hrobsky
GVP Fed Rel-Adv Pol Affrs40.00$325,816$0$54,081Yes (X)
Susan M Solomon
Group VP Dep Gen Counsel40.00$405,730$0$44,803Yes (X)
Eileen R O'Keefe
Acting Sr. Exec. Memb. Relations (thru Aug 2018)1.00$190,084$0$0Yes (X)
Ryan L Frazier
AHA SVP Member Relations (THRU MAR 2018)40.00$422,300$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$13,375,212TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$2,064,104TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K177IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
HOGAN LOVELLS US LLP
555 THIRTEENTH STREET NWWASHINGTONDC20004Legal and Consulting$1,680,768
LOCUST STREET GROUP
2008 HILLYER PLACE NWWASHINGTONDC20009CONSULTING$1,070,000
ZUCKERMAN SPAEDER LLP
1800 M STREET NWWASHINGTONDC20036LEGAL AND CONSULTING$1,056,195
PIXEL
915 TWIN ELMS COURTNASHVILLETN37210CONSULTING$746,922
KNG HEALTH CONSULTING LLC
15245 SHADY GROVE ROADROCKVILLEMD20850CONSULTING$597,472SUITE 365
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K32CntrctRcvdGreaterThan100KCnt
All Other Contributions$0AllOtherContributionsAmt
Total Contributions$0TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Member Dues900099$81,863,472$81,863,472
Education Programs611600$27,300,882$27,300,882
Licensing900099$18,369,178$18,369,178
PUBLICATIONS511120$2,412,898$2,412,898
WIRELESS TELEMETRY900099$420,444$420,444

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$404,579TotalRevenueColumnAmt
Related Or Exempt Func Income$404,579RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$130,771,453TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,305,474TotalRevenueColumnAmt
Unrelated Business Revenue$795,631UnrelatedBusinessRevenueAmt
Exclusion$5,509,843ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,789,622TotalRevenueColumnAmt
Unrelated Business Revenue$161,839UnrelatedBusinessRevenueAmt
Exclusion$1,627,783ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,195,707SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,130,715SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,064,992SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,064,992TotalRevenueColumnAmt
Exclusion$3,064,992ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Advertising541800$563,272$563,272
Mailing Label Revenue900004$24,485$24,485

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$320,930TotalRevenueColumnAmt
Related Or Exempt Func Income$320,930RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$908,687OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$142,840,228TotalRevenueColumnAmt
Related Or Exempt Func Income$131,116,868RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,520,742UnrelatedBusinessRevenueAmt
Exclusion$10,202,618ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,374,937TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$301,252TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,502,508TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$41,836,311TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,065,647TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,629,907TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$4,250,469TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,824,709TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$131,207TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$546,449TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$14,959,031TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$978,456TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,672,209TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$3,112,291TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$355,181TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$10,466,294TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,425,458TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,099,961TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,666TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,943,133TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$241,646TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
State and Metro Associations$1,195,122
Commissions$547,852
Federal and State Taxes$1,307,307
Education & Training$273,882

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$195,555TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$136,240,440TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,883,362BOYAmt
EOY$9,739,148EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,501,387BOYAmt
EOY$6,709,650EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,497,553BOYAmt
EOY$2,849,910EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$50,120,633LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$35,749,754LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$15,623,835BOYAmt
EOY$14,370,879EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$118,573,343BOYAmt
EOY$178,496,936EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$73,754,195BOYAmt
EOY$40,212,328EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$49,694,367BOYAmt
EOY$51,051,217EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$285,528,042BOYAmt
EOY$303,430,068EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,878,293BOYAmt
EOY$14,209,184EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$24,011,087BOYAmt
EOY$19,585,056EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$38,176,956BOYAmt
EOY$38,136,807EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$82,066,336BOYAmt
EOY$71,931,047EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$202,147,426BOYAmt
EOY$230,405,328EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,314,280BOYAmt
EOY$1,093,693EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$203,461,706BOYAmt
EOY$231,499,021EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$285,528,042BOYAmt
EOY$303,430,068EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,599,788ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$19,567,486NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Prior Period Adjustments$1,870,041PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$0PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$0Expended527ActivitiesAmt
Internal Funds Contributed$0InternalFundsContributedAmt
Total Exempt Function Expend$0TotalExemptFunctionExpendAmt
Form1120 POL FiledfalseForm1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1AHAPACBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 TENTH STREET NW TWO CITYCENTERAddressLine1Txt
Address Line2STE 400AddressLine2Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP200014956ZIPCd
FieldValueIRS element (for citing)
EIN362996517EIN
Paid Internal Funds$0PaidInternalFundsAmt
Contributions Rcvd Dlvr$46,084ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues NondedfalseSubstantiallyAllDuesNondedInd
Only In House LobbyingfalseOnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (true)AgreeCarryoverPriorYearInd
Dues Assessments$81,863,472DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$20,504,229NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov$3,746,087NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$24,250,316NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$21,505,534AggregateReportedDuesNtcAmt
Carried Over$2,744,782CarriedOverAmt
Taxable$0TaxableAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule C, Part I-A, Line 1 Description of Political ActivitiesFormAndLineReferenceDesc
ExplanationAHA RECEIVED CONTRIBUTIONS FROM AHA EMPLOYEES IN SUPPORT OF AHAPAC. THE FUNDS FROM AHA EMPLOYEES WERE RECEIVED AND DIRECTLY DELIVERED TO AHAPAC, A RELATED TAX-EXEMPT SECTION 527 POLITICAL ORGANIZATION.ExplanationTxt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$17,425,561OtherCostOrOtherBasisAmt
Depreciation$9,069,638DepreciationAmt
Book Value$8,355,923BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,907,176OtherCostOrOtherBasisAmt
Depreciation$1,520,266DepreciationAmt
Book Value$386,910BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,787,896OtherCostOrOtherBasisAmt
Depreciation$25,159,850DepreciationAmt
Book Value$5,628,046BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$14,370,879TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$25,358,122BookValueAmt
Method ValuationFMethodValuationCd

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Hedge Funds$8,876,396F
Inflation Hedge Bonds$9,420,106F
Investment in Subsidiaries-$3,442,296F
FieldValueIRS element (for citing)
Total Book Value Securities$40,212,328TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
Intercompany Receivable$47,328,948
Deferred Compensation Assets$2,479,319
Collateral Value Life Insurance$1,242,950
FieldValueIRS element (for citing)
Total Book Value Other Assets$51,051,217TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$821,801FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Lease Payable/Def. Lease Allowance$12,966,018
Investment Payable$20,513,163
Accrued Retirement Expenses$3,835,825
FieldValueIRS element (for citing)
Total Liability$38,136,807TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteFormAndLineReferenceDesc
ExplanationThe 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.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
South Asia00Program ServicesSALES OF BOOKS AND DATA.$0
Central America and the Caribbean00Program ServicesSALES OF BOOKS AND DATA$0
East Asia and the Pacific00Program ServicesSALES OF BOOKS AND DATA.$0
Europe (Including Iceland and Greenland)00Program ServicesSALES OF BOOKS AND DATA.$0
Middle East and North Africa00Program ServicesSALES OF BOOKS AND DATA.$0
South America00Program ServicesSALES OF BOOKS AND DATA.$0
Sub-Saharan Africa00Program ServicesSALES OF BOOKS AND DATA.$0
Central America and the Caribbean00InvestmentsN/A$37,682,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$37,682,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$37,682,000TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule F, Part I, Line 3 INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATESFormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
HEALTH RESEARCH & EDUCATIONAL TRUST
155 N WACKER DRIVECHICAGOIL60606362203931501(C)(3)$20,000support payment
INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT
155 N WACKER DRIVECHICAGOIL60606582094118501(C)(3)$1,159,000support payment
COALITION TO TRANSFORM ADVANCED CARE
1299 PENNSYLVANIA AVE NWWASHINGTONDC20004452604332501(C)(3)$100,000support payment
NATIONAL ACADEMY OF SCIENCES
2101 CONSTITUTION AVENUE NWWASHINGTONDC20418530196932501(C)(3)$50,000support payment
US CHAMBER OF COMMERCE
1615 H STREET NWWASHINGTONDC20062530045720501(C)(6)$25,000support payment
NATIONAL HOSPICE FOUNDATION INC
1731 KING STREETALEXANDRIAVA22314541586967501(C)(3)$10,000support payment
BLUFORD HEALTHCARE LEADERSHIP INSTUTE
7900 LEES SUMMIT ROADKANSAS CITYMO64139463328194501(C)(3)$10,000support payment
COMMISSION ON ACCREDITATION OF HEALTHCARE MANAGEMENT EDUCATION
6110 EXECUTIVE BLVDROCKVILLEMD20852362658309501(C)(3)$25,250support payment
CENTER FOR HEALTH DESIGN INC
1850 GATEWAY BOULEVARDCONCORDNH94520680298038501(C)(3)$25,000support payment
NATIONAL ASSOCIATION OF HEALTH SERVICES EXECUTIVES INC
1050 CONNECTICUT AVEWASHINGTONDC20036621312239501(C)(3)$20,000support payment
PROJECT PERFECT WORLD FOUNDATION
290 E JOHN CARPENTER FREEWAYIRVINGTX75062043546835501(C)(3)$20,000support payment
FIRE PROTECTION RESEARCH FOUNDATION
1 Batterymarch ParkQUINCYMA02169521256543501(C)(3)$55,000support payment
CONGRESSIONAL BLACK CAUCUS FDN INC
1720 Massachusetts Avenue NWWASHINGTONDC20036521160561501(C)(3)$19,000support payment
DAVID A WINSTON BALL
1341 G STREET NWWASHINGTONDC20005521492039501(C)(3)$12,000support payment
HOPE FOR THE DAY
3179 N CLARK STREETCHICAGOIL60657452477331501(C)(3)$7,500support payment
AIM HEALTH INSTITUTE
908 NEW HAMPSHIRE AVE NWWASHINGTONDC20037465542911501(C)(3)$7,500support payment
B'NAI B'RITH INTERNATIONAL
1120 20th ST NWWASHINGTONDC20036530179971501(C)(3)$25,000support payment
ALLIANCE FOR HEALTH POLICY
1444 I STREET NWWASHINGTONDC20005521746328501(C)(3)$15,000support payment
UNIDOS US
1126 16TH STREET NWWASHINGTONDC20036860212873501(C)(3)$32,663support payment
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006530196605501(C)(3)$5,000support payment
IOWA HOSPITAL EDUCATION AND RESEARCH FND
100 E GRAND AVEDES MOINESIA50309420981889501(C)(3)$25,000support payment
AUPHA
1730 M STREET NWWASHINGTONDC20036366110249501(C)(3)$15,000support paymentSUITE 407
CONGRESSIONAL INSTITUTE
1700 DIAGNAL ROADALEXANDRIAVA22314521504189501(C)(4)$27,500support paymentSUITE 730
NATIONAL CENTER FOR HEALTHCARE LEADERSHIP
17 N STATE STREETCHICAGOIL60602364483505501(C)(3)$25,000support payment1530
NATIONAL MEDICAL FELLOWSHIPS
347 FIFTH AVENUENEW YORKNY10016010963657501(C)(3)$11,000support payment
NATIONAL MINORITY QUALITY FORUM
1201 15TH ST NWWASHINGTONDC20005311750942501(C)(3)$5,000support paymentSUITE 340
NATIONAL URBAN LEAGUE INC
80 PINE STNEW YORKNY10005131840489501(C)(3)$35,000support paymentFLOOR 9
NCSL FOUNDATION
7700 E 1ST PLACEDENVERCO80230742232576501(C)(3)$5,000support payment
NO LABELS
3030 N ROCKY POINT RD WTAMPAFL33607510464720501(C)(3)$25,000support payment150
PARTNERS IN CARE FOUNDATION
732 MOTT STREETSAN FERNANDOCA91340953954057501(C)(3)$10,000support paymentSUITE 150
PUBLIC KNOWLEDGE
1818 N STREET NWWASHINGTONDC20036522336690501(C)(3)$8,000support paymentSUITE 410
THE SCHWARTZ CENTER
100 CAMBRIDGE STBOSTONMA02114041564655501(C)(3)$15,000support paymentSUITE 2100
VANDERBUILT UNIVERSITY MEDICAL CENTER
3322 WEST END AVENUENASHVILLETN37203352528741501(C)(3)$10,000support paymentSUITE 900
FieldValueIRS element (for citing)
Total501c3 Org31Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeILSE ALMANZA SCHOLARSHIPGrantTypeTxt
Recipient189RecipientCnt
Cash Grant$301,252CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part III GRANTS TO INDIVIDUALSThe Ilse B. Almanza Scholarship supports education and training to develop future leaders committed to optimizing the health care physical environment.
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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Richard J Pollack
President & CEO$1,693,766$0$553,424$0$1,798,789$0$617,589$0$32,026$0$4,695,594$0$1,722,252$0
Christina Y Fisher
SVP/CFO$451,867$0$94,718$0$49,430$0$92,026$0$19,298$0$707,339$0$19,100$0
Gail M Lovinger
SVP SECRETARY$275,304$0$27,509$0$156,302$0$61,016$0$27,002$0$547,133$0$120,546$0
Maryjane Wurth
EVP COO, Pres HF$878,094$0$208,879$0$736,451$0$201,725$0$24,352$0$2,049,501$0$674,745$0
Ryan L Frazier
AHA SVP Member Relations (THRU MAR 2018)$0$0$0$0$422,300$0$0$0$0$0$422,300$0$0$0
Eileen R O'Keefe
Acting Sr. Exec. Memb. Relations (thru Aug 2018)$0$0$0$0$190,084$0$0$0$0$0$190,084$0$0$0
Susan Gergely
AHA SVP CHIEF HR OFFICER$355,514$0$36,597$0$32,934$0$72,648$0$13,717$0$511,410$0$0$0
Melinda R Hatton
SVP & GENERAL COUNSEL$684,855$0$66,242$0$135,104$0$121,574$0$20,483$0$1,028,258$0$104,774$0
Thomas P Nickels
EVP FED RELATIONS$847,312$0$203,765$0$240,212$0$210,082$0$34,101$0$1,535,472$0$193,282$0
Robert I Sarkis
VP Chief Information Officer$354,941$0$16,010$0$330$0$16,800$0$36,421$0$424,502$0$0$0
Douglas C Shaw
SVP field engagement$425,867$0$39,211$0$30,380$0$84,822$0$25,833$0$606,113$0$0$0
Gloria J Kupferman
Chief Data Strategy Officer$325,425$0$31,011$0$17,133$0$16,800$0$1,682$0$392,051$0$0$0
Alicia N Mitchell
SVP COMMUNICATIONS$406,204$0$40,029$0$86,083$0$84,338$0$7,265$0$623,919$0$54,611$0
Susan M Solomon
Group VP Dep Gen Counsel$368,679$0$36,671$0$380$0$16,800$0$28,003$0$450,533$0$0$0
Ashley Thompson
SVP Public Policy$478,348$0$44,136$0$100,405$0$98,262$0$45,358$0$766,509$0$69,025$0
Lisa Kidder Hrobsky
GVP Fed Rel-Adv Pol Affrs$296,030$0$28,629$0$1,157$0$16,800$0$37,281$0$379,897$0$0$0

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 1a First-class or charter travelBy 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 companionsSpousal 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 paymentsFor 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 accountIn 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 useA 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 paymentPer 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 planDURING 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).

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (11 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 15b COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEESWHERE 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 committeeThere 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 stockholdersAHA 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 bodyPlease see the narrative for Part VI, Section A, Line 6.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyThe 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 policyOn 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 officialTHE 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 publicThe 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 2f Other Program Service RevenueOther - 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, Line 11g Other FeesOther 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: ;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtAddress Line2USAddress/AddressLine2Txt
HEALTH FORUM LLC
155 NORTH WACKER DRIVE SUITE 400CHICAGOIL606061725360726140EDUCATIONIL$24,668,311$85,691,707AHA
AHA Innovation Development Fund LLC
155 NORTH WACKER DRIVECHICAGOIL60606831364401INNOVATIVE DEVELOPMENTIL$0$106,015AHA400

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxt
AMERICAN ORGANIZATION FOR NURSING LEADERSHIP
155 NORTH WACKER STE 400CHICAGOIL606061725363591337NURSE LEADERSHIPIL501(c)(6)AHAYes (true)
HEALTH RESEARCH AND EDUCATIONAL TRUST
155 NORTH WACKER STE 400CHICAGOIL606061725362203931RESEARCH/EDUCATIONIL501(c)(3)AHAYes (true)Type I
INSTITUTE FOR DIVERSITY IN HEALTHCARE
155 NORTH WACKER STE 400CHICAGOIL606061725582094118DIVERSITYIL501(c)(3)AHAYes (true)10
AHAPAC
800 10TH STREET NWWASHINGTONDC200014956362996517POLITICAL CAMPAIGNINGIL527AHAYes (true)
AONL FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION
800 10TH STREET NWWASHINGTONDC200014956272399044NURSE EDUCATION SUPPORTDC501(c)(3)AONLYes (true)Type I

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Health Forum IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH WACKER DRIVE STE 400AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606061725ZIPCd
FieldValueIRS element (for citing)
EIN364143432EIN
Primary ActivitiesPublicationsPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Entity TypeC CorporationEntityTypeTxt
Ownership1OwnershipPct
Controlled OrganizationYes (true)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (8 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT
B$1,159,000cost
AMERICAN ORGANIZATION FOR NURSING LEADERSHIP
J$443,433cost
HEALTH RESEARCH & EDUCATIONAL TRUST
J$759,651cost
INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT
J$102,526COST
HEALTH FORUM INC
P$154,173cost
AMERICAN ORGANIZATION FOR NURSING LEADERSHIP
Q$265,506cost
HEALTH RESEARCH & EDUCATIONAL TRUST
Q$422,046cost
INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT
Q$53,413cost