2019-10-08T14:24:15-05:00 2018-12-31 521158459 HERTZBACH & COMPANY PA 1530 WILSON BLVD 700 ARLINGTON VA 22209 990 2018-01-01 411793638 HEALTHCARE BUSINESS MANAGEMENT ASSOCIATION HEAL 8776404262 2025 M STREET NW NO 800 WASHINGTON DC 20036 KURT GALLAGHER EXECUTIVE DIRECTOR 8776404262 2019-06-03 1 DONALD MILLER P00641906 7033516600 107.1.94.226 2019-10-08 07:28:06 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 645492294923FAE30E19AD458C6C0CF5CF1B3EE2 2018 2020-01-14 16:20:31Z KURT GALLAGHER 2025 M STREET NW NO 800 WASHINGTON DC 20036 841230 0 X WWW.HBMA.ORG X 1994 MN THE HEALTHCARE BILLING AND MANAGEMENT ASSOCIATION IS THE ONLY TRADE ASSOCIATION REPRESENTING REVENUE CYCLE MANAGEMENT PROFESSIONALS. THEY PROVIDE EDUCATION, TRAINING, CERTIFICATION, GOVERNMENT RELATIONS, COMPLIANCE PROGRAMS, EDUCATIONAL MATERIALS AND NETWORKING OPPORTUNITIES TO THEIR MEMBERS. 11 11 0 75 58075 -15529 0 0 923840 818421 0 0 39869 22809 963709 841230 0 0 0 0 3000 0 0 0 0 1018609 969143 1021609 969143 -57900 -127913 181372 195030 237762 379333 -56390 -184303 X HBMA PROVIDES EDUCATION, ADVOCACY, COLLABORATION AND CERTIFICATION FOR HEALTHCARE BILLING PROFESSIONALS AND PROVIDERS ENGAGED IN THE BUSINESS AND TECHNOLOGY OF HEALTHCARE REVENUE CYCLE MANAGEMENT. 0 0 ANNUAL MEETINGS - HBMA HOLDS TWO ANNUAL CONFERENCES; ONE IN THE SPRING AND ONE IN THE FALL. THE SPRING CONFERENCE IS THE COMPLIANCE SYMPOSIUM AND THE FALL CONFERENCE INCLUDES THE ANNUAL MEMBERSHIP MEETING. IN 2018, THE CONFERENCES HAD 280 ATTENDEES. NEWSLETTERS AND PUBLICATIONS - THE HBMA NEWSLETTER IS PUBLISHED TWICE A MONTH AND SENT ELECTRONICALLY TO THE MEMBERS. MEMBERS RECEIVE SIX ISSUES PER YEAR OF THE RCM ADVISOR JOURNAL VIA PRINT AND ELECTRONICALLY. CERTIFICATIONS - HBMA OFFERS A CERTIFICATION FOR HEALTHCARE REVENUE CYCLE MANAGEMENT PROFESSIONALS. COMPLETION OF REQUIRED CONTINUING EDUCATION UNIT'S ("CEU") AND SUCCESSFULLY PASSING AN EXAMINATION IS REQUIRED. EDUCATIONAL CONFERENCES - HBMA OFFERS WEBINARS FOR EDUCATIONALPURPOSES. SOME WEBINARS ARE SPONSORED AND FREE TO MEMBERS WHILE OTHERSREQUIRE A REGISTRATION FEE.COMMITTEES - HBMA OFFERS MEMBERS VOLUNTEER OPPORTUNITIES TO SERVE ONSEVERAL COMMITTEES THAT SERVE THE INTEREST OF THE MEMBERSHIP. 0 0 0 1 0 0 0 0 0 0 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 11 0 1 0 1 1 0 0 0 0 0 0 0 X 11 11 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 MN X KURT GALLAGHER CO SMITHBUCKLIN CORPORATION 8776404262 2025 M STREET NW NO 800 WASHINGTON DC 20036 X GINGER RYDER PRESIDENT 6.00 X X 0 0 0 MICK POLO VICE PRESIDENT/PRESIDENT-ELECT 4.00 X X 0 0 0 MICHELLE DURNER TREASURER / IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 CAL LAGROUE SECRETARY 2.00 X X 0 0 0 DENNIS ALLEN DIRECTOR 2.00 X 0 0 0 DAVID GILLIES DIRECTOR 2.00 X 0 0 0 EMILY OSETEK DIRECTOR 2.00 X 0 0 0 CINDY PITTMON DIRECTOR 2.00 X 0 0 0 ARTHUR ROOSA DIRECTOR 2.00 X 0 0 0 ROXANNE SMITH-KOVAC DIRECTOR 2.00 X 0 0 0 BOB SVENDSEN DIRECTOR 2.00 X 0 0 0 KURT GALLAGHER EXECUTIVE DIRECTOR 30.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT & EXECUTIVE DIRECTOR SERVICES 526764 CAPITOL ASSOCIATES INC 1009 DUKE STREET ALEXANDRIA VA 22314 LOBBYING & GOVERNMENT RELATIONS 127525 2 CONFERENCES AND SEMINA 900099 377937 377937 MEMBERSHIP DUES 900099 351353 351353 PUBLICATIONS AND NEWSL 900099 60111 2036 58075 CERTIFICATION PROGRAM 900099 18348 18348 REGISTRATION FEES 900099 10672 10672 818421 18309 18309 MISC. INC. 900099 4500 4500 4500 841230 764846 58075 18309 577876 9257 7300 3868 1761 10428 1106 167169 3721 GOVERNMENT RELATIONS 130383 NEWSLETTERS 25620 BANK CHARGES 20881 TELEPHONE 5880 3893 969143 138984 152636 34185 30185 8203 12209 181372 195030 77382 244662 160380 134671 237762 379333 X -56390 -184303 -56390 -184303 181372 195030 -127913 0 X X 0 1 X 1 0 0 0 1 351353 15043 7374 22417 17568 4849 0 X 841230 0 841230 0 841230 969143 0 969143 0 969143 PART X, LINE 2: HBMA IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. AS A RESULT, THE ORGANIZATION IS NOT SUBJECT TO FEDERAL INCOME TAXES, EXCEPT FOR TAXES ON UNRELATED BUSINESS INCOME. THERE WAS NO UNRELATED BUSINESS NET INCOME FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017. IN ACCORDANCE WITH ASC 740, INCOME TAXES, HBMA RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. BASED ON ITS EVALUATION, HBMA HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS MAY DESIGNATE AN EXECUTIVE COMMITTEE COMPOSED OF AT LEAST THREE OFFICERS OF THE CORPORATION, EACH OF WHOM SHALL BE A VOTING MEMBER OF THE BOARD OF DIRECTORS AND A MEMBER (OR THE DESIGNEE OF A MEMBER) IN THE PRINCIPAL MEMBER OR CONSULTANT AFFILIATE MEMBER CATEGORY. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THIS CORPORATION IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AT ALL TIMES SUBJECT TO THE CONTROL AND DIRECTION OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATION HAS AN AGREEMENT WITH SMITHBUCKLIN CORPORATION TO MANAGE ITS OPERATIONS. PER THE AGREEMENT, SMITHBUCKLIN CORPORATION PROVIDES GENERAL MANAGEMENT, FINANCIAL SERVICES, CONVENTION AND OVERHEAD OPERATING SERVICES. THE FEES INCURRED BY THE ASSOCIATION DURING THE CURRENT YEAR WERE $577,876 WHICH CONSISTED OF THE FOLLOWING: MANAGEMENT AND HEADQUARTERS, $145,000; FINANCIAL MANAGEMENT AND ACCOUNTING, $28,114; EVENT SERVICES, $45,682; EDITORIAL AND PUBLISHING SERVICES, $51,511; ADMINISTRATIVE SERVICES, $183,985; MARKETING AND COMMUNICATIONS SERVICES, $36,573; CREATIVE AND DESIGN SERVICES, $11,105; EDUCATION AND LEARNING SERVICES, $58,909; SALES SERVICES, $16,997. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 HEALTHCARE BILLING AND MANAGEMENT ASSOCIATION, INC. HAS THE FOLLOWING MEMBERS: REVENUE CYCLE MANAGEMENT (RCM) COMPANIES - RCM COMPANIES SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE A PROPRIETORSHIP, CORPORATION OR SIMILAR BUSINESS ENTITY IN THE BUSINESS OF PRODUCING AND SUBMITTING INITIAL HEALTHCARE CLAIMS OR INVOICES FOR PAYMENT ON BEHALF OF THIRD PARTIES. INDIVIDUAL MEMBERS PROFESSIONAL BILLERS - PROFESSIONAL BILLERS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE INDIVIDUALS EMPLOYED BY AN RCM COMPANY. FIRST PARTY BILLERS - FIRST PARTY BILLERS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE INDIVIDUALS EMPLOYED BY A HEALTHCARE PROVIDER. STUDENTS - STUDENTS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE INDIVIDUALS ENROLLED IN A VOCATIONAL TRAINING OR COLLEGE PROGRAM FOR MEDICAL BILLING. VENDORS - VENDORS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE SUPPLIERS OF PRODUCTS AND SERVICES TO HEALTHCARE BILLING PROFESSIONALS, STUDENTS AND RCM COMPANIES. PROFESSIONAL BILLING DEPARTMENTS - PROFESSIONAL BILLING DEPARTMENTS SHALL BE ELIGIBLE FOR MEMBERSHIP IN THE CORPORATION. THEY SHALL INCLUDE A PROPRIETORSHIP, CORPORATION OR SIMILAR BUSINESS ENTITY IN THE BUSINESS OF PRODUCING AND SUBMITTING INITIAL HEALTHCARE CLAIMS OR INVOICES FOR PAYMENT. HONORARY MEMBERSHIP - THE BOARD OF DIRECTORS MAY DESIGNATE AN INDIVIDUAL (BUT NOT A COMPANY) AS AN HONORARY MEMBER, BASED ON SUCH CRITERIA AS THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A HEALTHCARE BILLING AND MANAGEMENT ASSOCIATION, INC.'S MEMBERS HAVE THE FOLLOWING RIGHTS: REVENUE CYCLE MANAGEMENT (RCM) COMPANIES - THE PRIMARY MEMBER OF RCM COMPANIES SHALL HAVE THE RIGHT TO VOTE AND SHALL BE ELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS, AS AN OFFICER OF THE CORPORATION, AND AS A COMMITTEE CHAIRPERSON OR MEMBER. INDIVIDUAL MEMBER PROFESSIONAL BILLERS - PROFESSIONAL BILLERS SHALL NOT HAVE THE RIGHT TO VOTE, BUT SHALL BE ELIGIBLE TO SERVE ON THE BOARD OF DIRECTORS, AS AN OFFICER OF THE CORPORATION, AND AS A COMMITTEE CHAIRPERSON OR MEMBER. FIRST PARTY BILLERS - FIRST PARTY BILLERS SHALL NOT HAVE THE RIGHT TO VOTE, AND SHALL NOT BE ELIGIBLE TO SERVE AS AN OFFICER OF THE CORPORATION, BUT SHALL BE ELIGIBLE TO SERVE AS NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS AND AS A COMMITTEE CHAIRPERSON OR MEMBER. STUDENTS - STUDENTS SHALL NOT HAVE THE RIGHT TO VOTE OR TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS, AS AN OFFICER OF THE CORPORATION, OR AS A COMMITTEE CHAIRPERSON OR MEMBER. VENDORS - VENDORS SHALL NOT HAVE THE RIGHT TO VOTE AND SHALL NOT BE ELIGIBLE TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS OR AN OFFICER OF THE CORPORATION. THEY SHALL BE ELIGIBLE TO SERVE ON COMMITTEES AND SHALL BE ELIGIBLE TO SERVE AS COMMITTEE CHAIRPERSONS. PROFESSIONAL BILLING DEPARTMENTS - THE PRIMARY MEMBER OF PROFESSIONAL BILLING DEPARTMENTS SHALL HAVE THE RIGHT TO VOTE AND SHALL BE ELIGIBLE TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS, AS AN OFFICER OF THE CORPORATION, AND AS A COMMITTEE CHAIRPERSON OR MEMBER. HONORARY MEMBERSHIP - AN HONORARY MEMBER DESIGNATED HEREUNDER SHALL HAVE NO OBLIGATION TO PAY DUES, BUT SHALL HAVE NO RIGHT TO VOTE AND IS NOT ELIGIBLE TO SERVE AS A MEMBER OF THE BOARD OF DIRECTORS, AS AN OFFICER OF THE CORPORATION, OR AS A COMMITTEE CHAIRPERSON OR MEMBER. FORM 990, PART VI, SECTION A, LINE 7B HEALTHCARE BUSINESS MANAGEMENT ASSOCIATION MEMBERS HAVE THE POWER TO CHANGE THE BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DISTRIBUTED ELECTRONICALLY IN DRAFT FORM TO EACH MEMBER OF THE GOVERNING BOARD. THE 990 IS THEN DISCUSSED DURING THE NEXT SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION SENDS ALL BOARD MEMBERS, COMMITTEE CHAIRS AND COMMITTEE MEMBERS A COPY OF THE CONFLICT OF INTEREST POLICY EACH JANUARY. FURTHER, EACH BOARD MEMBER MUST SIGN A CONFLICT STATEMENT FOR ANY AGREEMENTS ENTERED INTO BY THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS AVAILABLE ON THEIR WEBSITE AND TO THE ENTIRE MEMBERSHIP WHEN BYLAWS CHANGES ARE VOTED ON. THEY ALSO MAKE THEIR CONFLICT OF INTEREST POLICY AVAILABLE ONLINE (AS PART OF THE BYLAWS). THEIR FINANCIAL STATEMENTS ARE PUBLISHED IN THE ANNUAL REPORT, WHICH IS A PRINTED DOCUMENT THAT IS SENT TO ALL MEMBERS. FOR NONMEMBERS, DOCUMENTS ARE AVAILABLE ONLY UPON REQUEST. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.