2017-11-15T12:06:12-06:00 2016-12-31 521853933 JONES MARESCA & MCQUADE PA 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2016-01-01 411793638 HEALTHCARE BILLING AND MANAGEMENT ASSOCIATION INC HEAL 8776404262 2025 M STREET NW NO 800 WASHINGTON DC 20036 ANDRE WILLIAMS EXECUTIVE DIRECTOR 8776404262 2017-11-15 1 AARON BLOOM P01206085 4108840220 64.88.174.3 2017-11-15 09:44:55 ES P 6B3294020F42B9E559A00BBAECB87153F921F36C 51C933A97405BDD5141A7E3CF6A546C699151324 2016 2017-02-10 21:41:12Z ANDRE WILLIAMS 2025 M STREET NW NO 800 WASHINGTON DC 20036 1040402 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. 13 13 0 14 50695 -16224 0 0 1275231 973711 0 0 3015 66691 1278246 1040402 0 0 0 0 0 2925 0 0 0 1381260 986974 1381260 989899 -103014 50503 228659 394724 277652 393214 -48993 1510 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. NEWSLETTERS AND PUBLICATIONS - THE HBMA NEWSLETTER IS PUBLISHED TWICE A MONTH AND SENT ELECTRONICALLY TO THE MEMBERS. MEMBERS RECEIVE SIX ISSUES PER YEAR OF HBMA BILLING 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 EDUCATIONAL PURPOSES. SOME WEBINARS ARE SPONSORED AND FREE TO MEMBERS WHILE OTHERS REQUIRE A REGISTRATION FEE. COMMITTEES - HBMA OFFERS MEMBERS VOLUNTEER OPPORTUNITIES TO SERVE ON SEVERAL 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 16 0 1 0 1 1 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 MN X SMITHBUCKLIN CORPORATION 8776404262 2025 M STREET NW NO 800 WASHINGTON DC 20036 HOLLY LOUIE PRESIDENT 6.00 X X 2925 0 0 CURT CVIKOTA IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MICHELLE DURNER VP/PRESIDENT-ELECT 4.00 X X 0 0 0 SUZI HALL SECRETARY 4.00 X X 0 0 0 GINGER RYDER TREASURER 2.00 X X 0 0 0 JEANNE GILREATH DIRECTOR 2.00 X 0 0 0 MICK POLO DIRECTOR 2.00 X 0 0 0 DENNIS ALLEN 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 DAVID GILLIES DIRECTOR 2.00 X 0 0 0 EMILY OSETEK DIRECTOR 2.00 X 0 0 0 RON DECKER DIRECTOR 2.00 X 0 0 0 ANDRE WILLIAMS EXECUTIVE DIRECTOR 18.75 X 0 0 0 2925 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2025 M STREET NW SUITE 800 WASHINGTON DC 20036 MANAGEMENT AND EXE. DIR. SERVICES 521358 CAPITOL ASSOCIATES 1009 DUKE STREET ALEXANDRIA VA 22314 LOBBYING & GOV'T RELATIONS 141087 2 CONFERENCES AND SEMINA 900099 448355 448355 MEMBERSHIP DUES 900099 405847 405847 PUBLICATIONS AND NEWSL 900099 59851 9156 50695 REGISTRATION FEES 900099 32809 32809 CERTIFICATION 900099 24349 24349 2500 2500 973711 62191 62191 REFUNDS AND MISC. INCO 900099 4500 4500 4500 1040402 923016 50695 66691 2925 549834 3474 7750 5870 6828 16433 387 215317 3568 GOVERNMENT RELATIONS 126745 MAGAZINE AND PUBLICATIO 46148 DUES AND SUBSCRIPTIONS 3159 MISCELLANEOUS 1018 443 989899 56580 342949 151106 43286 20973 8489 228659 394724 53463 172130 224189 221084 277652 393214 X -48993 1510 -48993 1510 228659 394724 50503 0 X X 0 1 X 1 0 0 0 1 405847 19188 5082 24270 12175 12095 0 X 1040402 0 1040402 0 1040402 989899 0 989899 0 989899 PART X, LINE 2: HBMA 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 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 $549,834 WHICH CONSISTED OF THE FOLLOWING: ADMINISTRATIVE SERVICES, $159,238; FINANCIAL MANAGEMENT AND ACCOUNTING, $26,500; MANAGEMENT AND HEADQUARTERS, $125,000; SALES SERVICES, $16,899; CONVENTION AND TRADE SHOW SERVICES, $52,694; DESIGN SERVICES, $11,995; EDITORIAL AND PUBLISHING SERVICES, $47,679; EDUCATION AND PROGRAM SERVICES, $54,134; MARKETING AND COMMUNICATIONS, $43,385; PROJECT PRINTING AND SUPPORT, $7,033 AND PROMOTIONAL PRODUCTS AND SUPPORT, $5,277. 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 MEMBERS 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 BILLING AND MANAGEMENT ASSOCIATION, INC.'S 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. FORM 990, PART XII, LINE 2C: THE ASSOCIATION HAS NOT CHANGED ITS AUDIT OVERSIGHT PROCESS OR INDEPENDENT AUDITOR SELECTION PROCESS DURING THE YEAR.