2016-08-12T10:02:45-05:00 2015-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2014-10-01 362384118 AMERICAN ASSOCIATION OF BLOOD BANKS AMER 3019076977 8101 GLENBROOK ROAD BETHESDA MD 20814 THOMAS HOPKINS CFO 2403336615 2016-08-10 1 PATRICIA KATEBINI CPA P01714127 5712279500 2014 2016-12-15 16:53:06Z AABB MIRIAM A MARKOWITZ 8101 GLENBROOK ROAD BETHESDA MD 20814 24837128 0 X WWW.AABB.ORG X 1958 IL TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 18 18 123 800 715375 66655 3736666 2102701 14481448 14821231 1232834 556864 2313026 2292304 21763974 19773100 41123 42357 0 0 10492472 10130295 0 0 279013 12586355 11149747 23119950 21322399 -1355976 -1549299 19283583 15883584 11217332 10265176 8066251 5618408 X TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 0 0 5324417 42357 4907577 ACCREDITATION & EDUCATION: AABB DEVELOPS STANDARDS AND GUIDANCE FOR VOUNTARY COMPLIANCE AND ACCREDITATION PROCESSES THESE DEFINE OPTIMAL PATIENT AND DONOR CARE IN TRANSFUSION MEDICINE AND CELLULAR THERAPIES. 3152503 4770785 CONFERENCES: AABB PROVIDES EDUCATIONAL PROGRAMS INCLUDING CONFERENCES, AUDIO-CONFERENCES TO PROVIDE CONTINUING PROFESSIONAL EDUCATION TO INDIVIDUALS IN THE FIELD OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES. 2013679 1860107 COMMUNIATIONS 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 ACQUSITION, TRANSLATION AND APPLICATION OF NEW KNOWLEDGE IN THE DISCIPLINES OF BASIC, CLINICAL, BEHAVIORAL, MANAGERIAL AND LABRATORY SCIENCES AS THEY APPLY TO TRANSFUSION MEDICINE, CELLULAR AND RELATED BIOLOGICAL THERAPIES THROUGH ITS SCHOLARLY JOURNAL TRANSFUSION. IN ADDITION, AABB INFORMS IT MEMBERS THROUGH DAILY, WEEKLY AND MONTHLY NEWSLETTERS, BULLETINS, MAGAZINES AND ONLINE PEER TO PEER INTERACTION THROUGH THE AABB HUB. 1446474 3299610 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. 307455 737211 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. 926529 498434 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. 1379929 OTHER PROGRAMS 4060387 4535255 14550986 1 1 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 1 0 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 THOMAS HOPKINS 2403336615 8101 GLENBROOK ROAD BETHESDA MD 20814 LYNNE UHL MD PRESIDENT 2.00 X X 0 0 0 GRAHAM SHER MD PAST PRESIDENT 2.00 X X 0 0 0 DONNA REGAN MT VICE PRESIDENT 2.00 X X 0 0 0 ZBIGNIEW SZCZPIORKOWSKI MD PHD SECRETARY 2.00 1.00 X X 0 0 0 DONALD BERGLUND MHA FACHE TREASURER 2.00 X X 0 0 0 MICHAEL MURPHY MD AT LARGE DIRECTOR 2.00 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 DAN WAXMAN MD AT LARGE DIRECTOR 2.00 X 0 0 0 JEANNIE CALLUM MD FRCPC AT LARGE DIRECTOR 2.00 X 0 0 0 MARY BETH BASSETT BS MTASCP 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 MARK CONHEADY CFO, FORMER 40.00 2.00 X 97719 0 9461 KAREN L SHOOS CEO, FORMER 40.00 2.00 X 185906 0 19437 MIRIAM MARKOWITZ CEO CEO, EX-OFFICIO DIRECTOR 40.00 2.00 X 396164 0 27878 THOMAS HOPKINS CFO 40.00 2.00 X 71668 0 19445 JEAN OTTER VICE PRESIDENT 2.00 X 212408 0 36044 MICHAEL BREARD VICE PRESIDENT 40.00 X 185974 0 26492 JAMES REILLY VICE PRESIDENT 40.00 X 197378 0 33275 NAYNESH KAMANI VICE PRESIDENT 40.00 X 331896 0 20871 KATHY LOPER DIR OF CELLULAR THERAPY 40.00 X 163431 0 28157 BARBEE WHITAKER DIR OF RESEARCH 40.00 X 152404 0 34706 DIANE KILLION GENERAL COUNSEL 40.00 X 142369 0 33022 MYRA CARR GREER DIR OF REGULATORY AFFAIRS 40.00 X 133359 0 18497 BRIAN WALTERS DIR OF ACCOUNTING, FORMER 40.00 X 132758 0 14376 2403434 0 321661 26 0 1 0 FREEMAN PO BOX 650036 DALLAS TX 75265 ANNUAL MEETING LOGISTICS & SUPPORT 835686 ARAMARK SFS 1101 ARCH STREET PHILADELPHIA PA 19107 CONFERENCE FOOD & BEVERAGE 729440 SIGNATURE GROUP INC 8229 BOONE BLVD SUITE 820 VIENNA VA 22182 NETWORK ADMINISTRATION 419706 ARMATURE 45240 BUSINESS CT SUITE 400 DULLES VA 20166 IT PROGRAMMING 263743 TMA RESOURCESPERSONIFY 1919 GALLOWS RD SUITE 400 VIENNA VA 22182 SOFTWARE SERVICES 239882 21 1385659 717042 2102701 ACCREDITATION & EDUCATION 541890 4907577 4907577 CONFERENCES 541900 4770785 4570135 200650 DUES 900099 3299610 3299610 NATIONAL BLOOD EXCHANGE 541900 737211 737211 COMMUNICATIONS & ONLINE PUBLICATI 541800 607614 210134 397480 498434 498434 14821231 578177 578177 879370 879370 5030137 5051450 -21313 -21313 -21313 1265071 12578 1252493 1252493 NBFRET SERVICE FEE 900099 117245 117245 43196 43196 160441 19773100 15475594 715375 1479430 X 42357 42357 1952197 1398084 547060 7053 6333984 4590722 1669982 73280 292564 221409 68290 2865 955434 689669 258581 7184 596116 443708 147296 5112 31535 4514 27021 74378 74378 2788104 2139614 576867 71623 180873 148332 32141 400 911408 703116 186463 21829 268442 137770 129529 1143 1393624 152069 1241555 2375688 2070534 285840 19314 1584274 1472608 53911 57755 607998 5799 602199 404852 12430 392422 CREDIT CARD FEES 208126 71093 136053 980 TRAINING & DEVELOPMENT 92309 79617 12692 TAXES & LICENSES 30438 1618 18370 10450 TEMPORARY ASSISTANCE 15591 15591 182107 150332 31750 25 21322399 14550986 6492400 279013 721586 280504 205680 285830 3746553 3358890 534424 663088 561729 638990 8618654 7008528 1633808 1610126 11829778 8998235 50025 47921 19283583 15883584 5198980 4498020 5678415 5541608 339937 225548 11217332 10265176 X 7596111 5120158 470140 498250 8066251 5618408 19283583 15883584 -1549299 -898544 0 X 0 1 X 1 1 1 X 2563269 4233586 4748345 3736666 2102701 17384567 2563269 4233586 4748345 3736666 2102701 17384567 17384567 813054 731091 1232890 2010530 1457547 6245112 28174 26278 77054 66655 198161 28937 181485 106311 190139 160441 667313 24495153 80561459 0.70970 0.75330 X SCH A, PART II, SECTION B, LINE 10 DETAILS OF LINE 10, OTHER INCOME: NBFRET SERVICE FEE: $117,245 MISC. INCOME: $43,196 TOTAL: $160,441 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 598619 535741 62878 2325816 2140938 184878 5694219 4331849 1362370 1610126 DEFERRED RENT 110906 DEFERRED LEASE INCENTIVE 76774 CAPITAL LEASE 37868 225548 X 18887134 -898544 12578 -885966 19773100 0 19773100 21334977 12578 12578 21322399 0 21322399 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 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 12,578. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 12,578. SUB-SAHARAN AFRICA 0 24 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 835689 SOUTH AMERICA 0 5 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 4630 SOUTH ASIA 0 7 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 7797 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 3 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 2597 MIDDLE EAST AND NORTH AFRICA 0 10 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 7880 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 1166 CENTRAL AMERICA AND THE CARIBBEAN 0 3 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 3002 NORTH AMERICA 0 1 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 455 0 55 0 0 0 55 863216 0 863216 0 0 0 0 0 0 1 THE JOHN HOPKINS UNIVERSITY 600 N WOLFE ST CARNEGIE 434 BALTIMORE MD 212876417 520595110 501(C)(3) 42357 TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN THEIR TRANSFUSION LABS. 1 0 PART I, LINE 2: AABB PROVIDES AN ANNUAL GRANT TO JOHNS HOPKINS UNIVERSITY (JHU) IN REOCOGNITION OF SERVICES PROVIDED TO AABB'S JOURNAL, TRANSFUSION, BY PAUL NESS, MD, CHIEF OF TRANSFUSION MEDICINE. THE GRANT IS USED TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN JHU'S TRANSFUSION LABS. DR. NESS SERVES AS EDITOR-IN CHIEF OF THE JOURNAL. THE BOARD OF DIRECTORS AWARDED THE GRANT TO JOHNS HOPKINS UNIVERSITY IN RECOGNITION OF DR. NESS'S VOLUNTARY CONTRIBUTION, BASED ON DR. NESS'S UNIQUE QUALIFICATIONS AS A PHYSICIAN WITH A SPECIALTY IN TRANSFUSION MEDICINE, HIS KNOWLEDGE OF NATIONAL AND INTERNATIONAL ISSUES RELATING TO TRANSFUSION MEDICINE, AND HIS MULTIPLE YEARS OF SERVICE AS A VOLUNTEER ASSOCIATE EDITOR FOR THE JOURNAL PRIOR TO BECOMING THE EDITOR-IN-CHIEF. X X X X X 0 0 0 0 0 0 0 0 0 KAREN L SHOOS CEO, FORMER 185906 0 0 0 0 0 18699 0 738 0 205343 0 0 0 MIRIAM MARKOWITZ CEO CEO, EX-OFFICIO DIRECTOR 396164 0 0 0 0 0 14476 0 13402 0 424042 0 0 0 JEAN OTTER VICE PRESIDENT 212408 0 0 0 0 0 22642 0 13402 0 248452 0 0 0 MICHAEL BREARD VICE PRESIDENT 185974 0 0 0 0 0 18245 0 8247 0 212466 0 0 0 JAMES REILLY VICE PRESIDENT 197378 0 0 0 0 0 20904 0 12371 0 230653 0 0 0 NAYNESH KAMANI VICE PRESIDENT 331896 0 0 0 0 0 14476 0 6395 0 352767 0 0 0 KATHY LOPER DIR OF CELLULAR THERAPY 163431 0 0 0 0 0 16696 0 11461 0 191588 0 0 0 BARBEE WHITAKER DIR OF RESEARCH 152404 0 0 0 0 0 14724 0 19982 0 187110 0 0 0 DIANE KILLION GENERAL COUNSEL 142369 0 0 0 0 0 13577 0 19445 0 175391 0 0 0 MYRA CARR GREER DIR OF REGULATORY AFFAIRS 133359 0 0 0 0 0 11536 0 6961 0 151856 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 MARKETING COMMUNICATIONS: PROGRAM SERVICE EXPENSES 154,060. MANAGEMENT AND GENERAL EXPENSES 97,948. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252,008. LOGISTICS: PROGRAM SERVICE EXPENSES 839,834. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 839,834. TECHNICAL ADVICE/SERVICES: PROGRAM SERVICE EXPENSES 726,737. MANAGEMENT AND GENERAL EXPENSES 364,889. FUNDRAISING EXPENSES 71,623. TOTAL EXPENSES 1,163,249. EDITING SERVICES: PROGRAM SERVICE EXPENSES 98,698. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,698. OTHER: PROGRAM SERVICE EXPENSES 320,285. MANAGEMENT AND GENERAL EXPENSES 114,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 434,315. NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND 8101 GLENBROOK RD 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 0 0 0 1 0 0