2017-08-11T16:20:52-05:00 2016-09-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-10-01 362384118 AMERICAN ASSOCIATION OF BLOOD BANKS AMER 3019076977 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 THOMAS HOPKINS INTERIM CEO 2403336615 2017-08-11 1 PATRICIA KATEBINI CPA P01714127 5712279500 2015 2021-01-29 14:40:06Z X AABB THOMAS L HOPKINS 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 19062365 0 X WWW.AABB.ORG X 1958 IL TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES. 18 18 123 800 526710 21577 2102701 1707642 14821231 14906942 556864 393282 2292304 1868402 19773100 18876268 42357 6000 0 0 10130295 9787898 0 0 182953 11149747 10040140 21322399 19834038 -1549299 -957770 15883584 17315617 10265176 12461677 5618408 4853940 X AABB IS THE GLOBAL LEADER IN STANDARDS DEVELOPMENT, ACCREDITATION AND IMPLEMENTATION OF QUALITY SYSTEMS IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES. AABB HAS AN UNWAVERING FOCUS ON DONOR AND PATIENT SAFETY. WE ACCOMPLISH THIS BY TRANSLATING KNOWLEDGE INTO SOLUTIONS THAT SHAPE THE FIELD OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES. AABB BRINGS TOGETHER THOSE ENGAGED IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES. AABB CREATES A UNIQUE LEARNING ENVIRONMENT, INCLUDING OUR SIGNATURE ANNUAL MEETING, THAT INSPIRES AND ENABLES RESEARCH, INNOVATION, DISCOVERY AND EXCELLENCE. 0 0 5251703 5298118 ACCREDITATION & EDUCATION: AABB DEVELOPS STANDARDS AND GUIDANCE FOR VOLUNTARY COMPLIANCE AND ACCREDITATION PROCESSES. THESE DEFINE OPTIMAL PATIENT AND DONOR CARE IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES. 3099515 4406349 CONFERENCES: AABB PROVIDES EDUCATIONAL PROGRAMS INCLUDING CONFERENCES AND AUDIO-CONFERENCES TO PROVIDE CONTINUING PROFESSIONAL EDUCATION TO INDIVIDUALS IN THE FIELD OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES. 2020489 1563809 COMMUNICATIONS AND ONLINE PUBLICATIONS: AABB IS THE PREMIER PUBLISHER FOR PUBLICATIONS IN THE BLOOD BANKING, CELLULAR THERAPIES AND TRANSFUSION MEDICINE FIELD. OUR HIGH QUALITY PUBLICATIONS AND PRACTICE STANDARDS ARE RELEVANT FOR TODAY'S HEALTH-CARE PROFESSIONALS. AABB ADVANCES THE ACQUISITION, TRANSLATION, AND APPLICATION OF NEW KNOWLEDGE IN THE DISCIPLINES OF BASIC, CLINICAL, BEHAVIORAL, MANAGERIAL, AND LABORATORY SCIENCES AS THEY APPLY TO TRANSFUSION MEDICINE, CELLULAR, AND RELATED BIOLOGICAL THERAPIES THROUGH ITS SCHOLARLY JOURNAL "TRANSFUSION". IN ADDITION, AABB INFORMS ITS MEMBERS THROUGH DAILY, WEEKLY, AND MONTHLY NEWSLETTERS, BULLETINS, MAGAZINES AND ONLINE PEER TO PEER INTERACTION THROUGH THE AABB HUB. 1563564 3611730 DUES: MEMBER SERVICES HELPS AABB TO PROVIDE VALUABLE INFORMATION ON PUBLIC SAFETY ISSUES, PROGRAMS FOR MEMBERS TO INTERACT WITH PEERS AND EDUCATION ON CURRENT AND EMERGING TECHNOLOGY FOR TRANSFUSION SAFETY, BLOOD MANAGEMENT, CELLULAR THERAPIES AND BLOOD QUALITY AND TESTING. 261544 581900 NATIONAL BLOOD EXCHANGE: THE NATIONAL BLOOD EXCHANGE (NBE) CONTINUES TO PROVIDE AN IMPORTANT AND VALUABLE SERVICE TO THE BLOOD BANKING AND TRANSFUSION MEDICINE COMMUNITY. NBE RELIES ON A NATIONWIDE NETWORK OF BLOOD FACILITIES WITH A SURPLUS OF BLOOD AND BLOOD COMPONENTS. THIS NATIONWIDE NETWORK HAS ENABLED NBE TO BECOME THE PRIMARY RESOURCE-SHARING PROGRAM IN THE US. EACH YEAR, NBE COORDINATES THE DISTRIBUTION OF MORE THAN 185,000 UNITS OF BLOOD AND BLOOD COMPONENTS. 548055 443353 CONSULTING: AABB CONSULTING SERVICES IS A LEADER IN PROVIDING EXPERTISE WORLDWIDE IN QUALITY MANAGEMENT AND PROCESS IMPROVEMENT SYSTEMS AND SOLUTIONS TO BLOOD, PLASMA AND TISSUE COLLECTION AND/OR MANAGEMENT FACILITIES, TRANSFUSION SERVICES, CLINICAL LABORATORIES, CELLULAR AND RELATED BIOLOGICAL THERAPY FACILITIES. 1260895 6000 80824 OTHER PROGRAMS 3634058 6000 4717807 14005765 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 102 0 123 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV CT CO FL GA HI IL X JOHN LIESKE INTERIM CFO 3012156495 4550 MONTGOMERY AVE N TOWER NO 700 BETHESDA MD 20814 DONNA REAGAN PRESIDENT 4.00 X X 0 0 0 ZBIGNIEW SZCZPIORKOWSKI PRESIDENT-ELECT 2.00 X X 0 0 0 MARY BETH BASSETT VICE PRESIDENT 2.00 X X 0 0 0 MICHAEL MURPHY SECRETARY 2.00 X X 0 0 0 DONALD BERGLUND AT-LARGE DIRECTOR 2.00 X 0 0 0 JAMES ZIMRING AT-LARGE DIRECTOR 2.00 2.00 X 0 0 0 DAN WAXMAN AT-LARGE DIRECTOR 2.00 X 0 0 0 DAVID GREEN AT-LARGE DIRECTOR 2.00 X 0 0 0 RICHARD KAUFMAN AT-LARGE DIRECTOR 2.00 X 0 0 0 LYNNE UHL MD PAST PRESIDENT 2.00 X X 0 0 0 BETH SHAZ MD AT LARGE DIRECTOR 2.00 X 0 0 0 SUSAN JOHNSON MSTMASCPSBB AT LARGE DIRECTOR 2.00 X 0 0 0 JEANNIE CALLUM MD FRCPC AT LARGE DIRECTOR 2.00 X 0 0 0 MARY O'NEILL MD AT LARGE DIRECTOR 2.00 X 0 0 0 DAVID MCKENNA JR MD AT LARGE DIRECTOR 2.00 X 0 0 0 STEVEN SLOAN MD PHD TM SECTION REPRESENTATIVE 2.00 X 0 0 0 DOUG PADLEY CT SECTION REPRESENTATIVE 2.00 X 0 0 0 MARY LAUGHLIN MD APPOINTED DIRECTOR 2.00 X 0 0 0 JONATHAN WATERS MD APPOINTED DIRECTOR 2.00 X 0 0 0 NORA HIRSCHLER AT LARGE DIRECTOR 2.00 X 0 0 0 THOMAS HOPKINS CHIEF FINANCIAL OFFICER 37.50 2.00 X 181327 0 26849 MIRIAM MARKOWITZ CHIEF EXECUTIVE OFFICER 37.50 2.00 X 434986 0 29360 ADRIENNE FIERO VICE PRESIDENT 37.50 X 175976 0 20572 NAYNESH KAMANI VICE PRESIDENT 37.50 X 296068 0 17178 JEAN OTTER VICE PRESIDENT 37.50 X 193091 0 20782 CHRISTINE BALES VICE PRESIDENT 37.50 X 143362 0 19460 MYRA CARR GREER DIRECTOR 37.50 X 113547 0 11848 DIANE KILLION VICE PRESIDENT 37.50 X 141346 0 32772 KATHY LOPER DIRECTOR 37.50 X 154189 0 17842 BARBEE WHITACKER DIRECTOR 37.50 X 132728 0 25361 1966620 0 222024 22 0 1 0 COLA 9881 BROKEN LAND PARKWAY SUITE 200 COLUMBIA MD 21046 IT SUPPORT 750000 ARAMARK 1101 ARCH STREET PHILADELPHIA PA 19107 CONFERENCE CATERING 708639 FREEMAN PO BOX 650036 DALLAS TX 75265 AM MEETING LOGISTICS 606756 DOVEL ZAP THINK INC 7901 JONES BRANCH DRIVE MCLEAN VA 22102 RESEARCH DATA 347398 J SPARGO & ASSOCIATES 11208 WAPLES MILL ROAD 112 FAIRFAX VA 22030 AM REGISTRATION 246582 9 1121742 585900 1707642 ACCREDITATION & EDUCATION 541890 5298118 5298118 CONFERENCES 541900 4406349 4241749 164600 DUES 900099 3611730 3611730 NATIONAL BLOOD EXCHANGE 541900 581900 581900 COMMUNICATIONS & ONLINE PUBLICATI 541800 565492 284206 281286 443353 443353 14906942 393282 393282 768826 768826 1184414 186097 998317 998317 NBFRET SERVICE FEE 900099 80824 80824 20435 20435 101259 18876268 15459373 526710 1182543 X 6000 6000 1456885 561367 895518 6903207 6200321 636380 66506 207264 151366 53903 1995 660930 476835 173537 10558 559612 375132 180001 4479 56588 9932 46656 73485 73485 2607470 2062828 502220 42422 165424 134666 30758 896120 517294 377078 1748 9498 9498 1044712 36002 1008710 2041230 1760820 261963 18447 1450790 1396147 20844 33799 5657 5657 726932 4271 722661 372524 15000 357524 REPAIRS AND MAINTENANCE 296841 68882 227959 CREDIT CARD FEES 191261 189798 1463 BANK CHARGES 51584 39104 12480 TAXES & LICENSES 48908 48488 420 1116 1116 19834038 14005765 5645320 182953 280504 407233 285830 136347 3358890 3923148 663088 651386 638990 324028 9796365 7631943 1610126 2164422 8998235 9584820 47921 124233 15883584 17315617 4498020 4947240 5541608 6560616 850000 225548 103821 10265176 12461677 X 5120158 4503690 498250 350250 5618408 4853940 15883584 17315617 -957770 193302 0 X 0 1 X 1 1 1 X 4233586 4748345 3736666 2102701 1707642 16528940 4233586 4748345 3736666 2102701 1707642 16528940 16528940 731091 1232890 2010530 1436234 1162108 6572853 23948 22336 62606 54991 18340 182221 181485 106311 65550 43196 20435 416977 23700991 77346118 0.69740 0.70970 X SCH A, PART II, SECTION B, LINE 10 DETAILS OF LINE 10, OTHER INCOME: NBFRET SERVICE FEE: $80,824 MISC. INCOME: $20,435 TOTAL: $101,259 598619 579365 19254 2325816 2298580 27236 6871930 4753998 2117932 2164422 DEFERRED RENT 59307 DEFERRED LEASE INCENTIVE 39922 CAPITAL LEASE 4592 103821 X 19255667 193302 193302 19062365 -186097 -186097 18876268 20020135 186097 186097 19834038 0 19834038 PART X, LINE 2: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -186,097. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 186,097. SUB-SAHARAN AFRICA 0 24 PROGRAM SERVICES EDUCATION & TRAINING 508626 0 24 0 0 0 24 508626 0 508626 0 0 0 0 0 0 1 AABB-FENWAL SCHOLARSHIP AWARDS PROGRAM 4 6000 X X X X X 0 0 0 0 0 0 0 0 0 THOMAS HOPKINS CHIEF FINANCIAL OFFICER 181327 0 0 0 0 0 5440 0 21409 0 208176 0 0 0 MIRIAM MARKOWITZ CHIEF EXECUTIVE OFFICER 434986 0 0 0 0 0 13050 0 16310 0 464346 0 0 0 ADRIENNE FIERO VICE PRESIDENT 175976 0 0 0 0 0 5279 0 15293 0 196548 0 0 0 NAYNESH KAMANI VICE PRESIDENT 296068 0 0 0 0 0 8882 0 8296 0 313246 0 0 0 JEAN OTTER VICE PRESIDENT 193091 0 0 0 0 0 5793 0 14989 0 213873 0 0 0 CHRISTINE BALES VICE PRESIDENT 143362 0 0 0 0 0 4301 0 15159 0 162822 0 0 0 DIANE KILLION VICE PRESIDENT 141346 0 0 0 0 0 4240 0 28532 0 174118 0 0 0 KATHY LOPER DIRECTOR 154189 0 0 0 0 0 4626 0 13216 0 172031 0 0 0 BARBEE WHITACKER DIRECTOR 132728 0 0 0 0 0 3982 0 21379 0 158089 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONDUCT ALL NECESSARY BUSINESS OF AABB IN THE INTERIM BETWEEN THE SESSIONS OF THE BOARD, AND SHALL REPORT THE RESULTS OF ITS MEETINGS, DELIBERATIONS AND OTHER ACTIONS TO THE BOARD IN A TIMELY MANNER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS HAVE TWO CLASSESS OF VOTING MEMBERS: INSTITUTIONAL MEMBERS AND INDIVIDUAL MEMBERS. FACILITIES THAT COLLECT, PROCESS, TEST OR ADMINISTER BLOOD OR PROVIDE CELLULAR THERAPIES OR MOLECULAR TESTING SERVICES SHALL BE ELIGIBLE TO BECOME INSTITUTIONAL MEMBERS. ANY INDIVIDUAL WHO IS CURRENTLY INVOLVED IN ACTIVITIES RELATED TO TRANSFUSION AND TRANSPLANTATION MEDICINE, CELLULAR THERAPIES OR MOLECULAR TESTINGS MAY BE AN ACTIVE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE INDIVIDUAL VOTING MEMBERSHIP AND THE INSTITUTIONAL VOTING MEMBERSHIP SHALL ELECT THE OFFICERS, DISTRICT AND AT-LARGE DIRECTORS. ALL MEMBERS VOTE FOR THE BOARD OF DIRECTORS IN THE ANNUAL BUSINESS MEETING. THOSE CANDIDATES ARE NORMALLY PROPOSED BY THE NOMINATING COMMITTEE. MEMBERS ARE FREE TO ACCEPT OR REJECT THE CANDIDATES PROPOSED. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND ETHICS COMMITTEE WILL MEET AND APPROVE THE 990 TAX RETURN AND AFTER THAT WILL PRESENT THE ACTION TAKEN AS A REPORT OF THE COMMITTEE TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. THE AUDIT AND ETHICS COMMITTEE WILL APPROVE THE TAX RETURN AND THEN RECOMMEND THAT THE BOARD REVIEW AND ACCEPT THE TAX RETURN WITH A NOTE IN THE MINUTES THAT THE TAX RETURN HAS BEEN REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AABB HAS DEVELOPED A DISCLOSURE POLICY, WHICH IS TO BE COMPLETED ANNUALLY AND UPDATED WHENEVER NECESSARY TO DISCLOSE NEW CONFLICTS BY BOARD MEMBERS, THOSE APPOINTED TO SERVE ON COMMITTEES AND ALL STAFF. VOLUNTEER ASSESSORS ARE REQUIRED TO COMPLETE AND KEEP CURRENT A SEPARATE FORM DEVELOPED BY THE ACCREDITATION DEPARTMENT. THE EXECUTIVE OFFICE AND THE HUMAN RESOURCES DEPARTMENT ENSURE THAT CONFLICTS OF INTEREST (E.G., GRANTS OR CONTRACT SUPPORT, CONSULTANCIES, BOARD POSITIONS) OF BOARD MEMBERS, COMMITTEE MEMBERS (INCLUDING REPRESENTATIVES) AND STAFF THAT PRESENT AN ACTUAL OR APPARENT CONFLICT OF INTEREST ARE DISCLOSED ANNUALLY IN WRITING AND UPDATED WHENEVER NECESSARY TO DISCLOSE NEW CONFLICTS. CHANGES IN SUCH CONFLICTS ARE REFLECTED ON DISCLOSURE FORMS PROVIDED AT EVERY BOARD AND COMMITTEE MEETING. ONCE A CONFLICT HAS BEEN DISCLOSED, THE PRESIDENT OR THE COMMITTEE CHAIR, AS APPLICABLE, ON HIS OR HER OWN INITIATIVE OR AT THE REQUEST OF A BOARD OR COMMITTEE MEMBER, HAS THE AUTHORITY TO REQUIRE THAT THE CONFLICTED INDIVIDUAL BE EXCLUDED FROM DISCUSSING AND/OR VOTING ON THE PARTICULAR ISSUE. FORM 990, PART VI, SECTION B, LINE 15 AT LEAST EVERY TWO YEARS, A COMPENSATION AND BENEFITS SPECIALIST REVIEWS ALL JOBS AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. THE AMERICAN ASSOCIATION OF BLOOD BANKS' HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN FEBRUARY 2013 FOR THE CEO AN OTHER OFFICERS/KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE LISTED ON THE AABB WEBSITE. THE FINANCIAL STATEMENT INFORMATION IS ONLY LISTED AS PART OF THE FORM 990, WHICH IS FILED ANNUALLY. THE FINANCIAL STATEMENTS THEMSELVES ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G TECH ADVICE/IT SUPPORT: PROGRAM SERVICE EXPENSES 756,406. MANAGEMENT AND GENERAL EXPENSES 502,220. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,258,626. ARAMARK (CATERING): PROGRAM SERVICE EXPENSES 105,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,422. TOTAL EXPENSES 148,108. FREEMAN (MEETING LOGISTICS): PROGRAM SERVICE EXPENSES 606,756. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 606,756. SPARGO & ASSOCIATES (MEETING REGISTRATION): PROGRAM SERVICE EXPENSES 246,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 246,582. DOVEL ZAP THINK (RESEARCH DATA): PROGRAM SERVICE EXPENSES 347,398. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 347,398. NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND 4550 MONTGOMERY AVE STE 700 NORTH T BETHESDA MD 20814 522059102 TO FUND RESEARCH, EDUCATION AND TRAINING MD 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0