2015-04-11T08:58:22-05:00 2014-05-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-06-01 237333380 AMERICAN HEALTH LAWYERS ASSOCIATION INC AMER 2028331100 1620 EYE STREET NW 6TH FLOOR NO 600 WASHINGTON DC 20006 WAYNE MILLER CHIEF OPERATING OFFICER 2028331100 2015-04-11 1 DEBORAH G KOSNETT P00290720 2022932200 2013 2016-02-25 16:41:14Z DAVID S CADE 1620 EYE STREET NW 6TH FLOOR NO 600 WASHINGTON DC 20006 15098447 0 X WWW.HEALTHLAWYERS.ORG X 1973 DC LEADING HEALTH LAW TO EXCELLENCE THROUGH EDUCATION, INFORMATION AND DIALOGUE, THE AMERICAN HEALTH LAWYERS ASSOCIATION (AHLA ) IS THE NATION'S LARGEST, NONPARTISAN, 501(C)(3) EDUCATIONAL ORGANIZATION DEVOTED TO LEGAL ISSUES IN THE HEALTH CARE FIELD WITH 12,650 MEMBERS. 27 27 47 500 557796 47997 156083 97853 9728822 9943179 701373 644439 713859 731513 11300137 11416984 0 0 0 0 4858086 5104255 0 0 22962 5301206 5690378 10159292 10794633 1140845 622351 19115875 20691205 5600822 5597682 13515053 15093523 X SEE SCHEDULE O: 0 0 3232120 3858057 CONFERENCES ARE DESIGNED TO EDUCATE INDIVIDUALS ABOUT HEALTH LAW ISSUES. VARIOUS CONFERENCES AND SEMINARS ARE SPONSORED, RANGING FROM AN ANNUAL MEETING TO INDUSTRY-SPECIFIC SEMINARS.6/30/2013 - 6/30/2013 IN-HOUSE COUNSEL FY20147/1/2013 - 7/3/2013 ANNUAL MEETING FY20149/29/2013 - 10/1/2013 FRAUD AND COMPLIANCE FORUM FY201410/22/2013 - 10/22/2013 TAX ISSUES FOR HEALTH CARE ORGANIZATIONS FY20141/3/2013 - 11/5/2013 FUNDAMENTALS OF HEALTH LAW FY20141/23/2014 - 1/24/2014 LEGAL ISSUES AFFECTING ACADEMIC MEDICAL CENTERS AND OTHER TEACHING INSTITUTIONS FY20142/5/2014 - 2/7/2014 PHYSICIANS AND HOSPITALS LAW INSTITUTE FY20142/19/2104 - 2/21/2014 LONG TERM CARE AND THE LAW FY20143/26/2014 - 3/28/2014 INSTITUTE ON MEDICARE AND MEDICAID PAYMENT ISSUES FY20143/28/2014 - 3/28/2014 CURRENT HIT CHALLENGES: MHEALTH, BIG DATA, AND HIPAA COMPLIANCE FY20144/9/2014 - 4/9/2014 HEALTH CARE TRANSACTIONS FY20145/13/2014 - 5/14/2014 ANTITRUST IN HEALTH CARE FY2014 1458542 647845 PRACTICE GROUPS ARE COMPOSED OF VOLUNTEER MEMBERS WHO SHARE A SIMILAR WORK SETTING OR INTEREST IN SPECIFIC AREAS OF HEALTH LAW WHO WISH TO INCREASE THEIR LEVEL OF EXPERTISE IN AND KNOWLEDGE OF HEALTH LAW ISSUES, GROW PROFESSIONALLY,GAIN VALUABLE LEADERSHIP EXPERIENCE, AND NETWORK WITH OTHER INDIVIDUALS INTERESTED IN HEALTH LAW ISSUES FROM ACROSS THE COUNTRY. 957955 4245212 MEMBERSHIP PUBLICATIONS EDUCATE MEMBERS ABOUT HEALTH LAW-RELATED CASES AND PUBLIC POLICY ISSUES, AS WELL AS KEEP THEM INFORMED ABOUT ASSOCIATION ACTIVITIES AND BENEFITS. MANY PUBLICATIONS ARE AVAILABLE IN BOTH ELECTRONIC AND PRINT FORMAT.AHLA OFFERS TO ITS 12,695 MEMBERS FREE PUBLICATIONS ON VARIOUS HEALTH LAW RELATED TOPICS. THE PUBLICATIONS INCLUDE THE HEALTH AND LIFE SCIENCES LAW DAILY (A DAILY DIGEST OF IMPORTANT HEALTH AND LEGAL NEWS DELIVERED VIA EMAIL), HEALTH LAW DIGEST (MONTHLY SYNOPSIS OF CURRENT STATE AND FEDERAL COURT DECISIONS IN THE FIELD OF HEALTH LAW), AHLA CONNECTIONS ( A MONTHLY MAGAZINE DEVOTED TO HEALTH-RELATED LEGISLATIVE AND REGULATORY ACTIVITIES AVAILABLE IN PRINT AND ELECTRONIC FORM) HEALTH LAWYERS WEEKLY (ENEWSLETTER COVERING TOP STORIES, IMPORTANT CASE LAW AND FEDERAL/STATE LEGISLATIVE AND REGULATORY DEVELOPMENTS) AND THE JOURNAL OF HEALTH AND LIFE SCIENCES LAW (PUBLISHED DIGITALLY THREE TIMES A YEAR INCLUDING IN-DEPTH PROFESSIONALLY REVIEWED ARTICLES). 580016 165236 PROFESSIONAL RESOURCES - SALE OF PUBLICATIONS, SUBSCRIPTIONS, ETC. THAT EDUCATE HEALTH LAW PRACTITIONERS. 246994 PUBLIC INTEREST PROGRAM - THROUGH ITS PUBLIC INTEREST COMMITMENT, HEALTH LAWYERS SPONSORS NONPARTISAN DISCUSSIONS AND ANALYSES OF HEALTH POLICY ISSUES THAT HAVE IMPORTANT LEGAL IMPLICATIONS. 315157 361820 ALTERNATIVE DISPUTE RESOLUTION - HEALTH LAWYERS DEVELOPED THE ADR PROGRAM TO RESPOND TO THE HEALTHCARE FIELD'S SEARCH FOR AN ALTERNATIVE TO THE LONG DELAYS AND COSTS OF LITIGATION. 272449 ALL OTHER PROGRAMS 1142167 799505 6790784 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 28 0 1 47 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X AMERICAN HEALTH LAWYERS ASSOCIATION 2028331100 1620 EYE STREET NW 6TH FLOOR WASHINGTON DC 20006 KRISTEN B ROSATI PRESIDENT, CHAIR EXEC/NOMI 5.00 X X 0 0 0 DINETIA M NEWMAN PAST PRESIDENT 5.00 X X 0 0 0 PETER A PAVARINI PRESIDENT-ELECT/CHAIR-PROGRAMS 5.00 X X 0 0 0 LOIS D CORNELL PRES. ELECT DES./TREASURER 5.00 X X 0 0 0 MARILYN LAMAR SECRETARY 5.00 X X 0 0 0 ROBERT G HOMCHICK CHAIR, PUBLIC INTEREST 3.00 X 0 0 0 DORTHULA H POWELL-WOODSON CHAIR, DIVERSITY COUNCIL 3.00 X 0 0 0 ERIC ZIMMERMAN CHAIR, PROFESSIONAL RESOUR 3.00 X 0 0 0 CHARLENE L MCGINTY CHAIR, PRACTICE GROUPS 3.00 X 0 0 0 EDWARD F SHAY CHAIR, QUALITY CONTROL 3.00 X 0 0 0 ARTHUR N LERNER CHAIR, MEMBERSHIP 3.00 X 0 0 0 TIMOTHY B ADELMAN DIRECTOR 2.00 X 0 0 0 BARRY D ALEXANDER DIRECTOR 2.00 X 0 0 0 JAMES W BOSWELL DIRECTOR 2.00 X 0 0 0 DAVID S CADE DIRECTOR 2.00 X 0 0 0 MARC D GOLDSTONE DIRECTOR 2.00 X 0 0 0 BRIAN D GRADLE DIRECTOR 2.00 X 0 0 0 LISA A HATHAWAY DIRECTOR 2.00 X 0 0 0 S CRAIG HOLDEN DIRECTOR 2.00 X 0 0 0 JOHN R HOLDENREID DIRECTOR 2.00 X 0 0 0 MELISSA L MARKEY DIRECTOR 2.00 X 0 0 0 BARBARA L MILTENBERGER DIRECTOR 2.00 X 0 0 0 ROBERT R NICCOLINI DIRECTOR 2.00 X 0 0 0 CYNTHIA Y REISZ DIRECTOR 2.00 X 0 0 0 VICKI L ROBINSON DIRECTOR 2.00 X 0 0 0 TOBY G SINGER DIRECTOR 2.00 X 0 0 0 TERESA A WILLIAMS DIRECTOR 2.00 X 0 0 0 PETER M LEIBOLD EXECUTIVE VICE PRESIDENT/CEO 45.00 X 461210 0 86775 WAYNE W MILLER CHIEF OPERATING OFFICER 45.00 X 237504 0 44664 KERRY B HOGGARD VP OF MEMBERSHIP & PUBLIC INTEREST 45.00 X 175646 0 40151 TRINITA C ROBINSON VP OF PRACTICE GROUPS 45.00 X 173877 0 30026 ANNE H HOOVER VP OF PROGRAMS 45.00 X 167603 0 39096 CYNTHIA M CONNER VP OF PROFESSIONAL RESOURCES 45.00 X 174811 0 27882 MICHELE R RADELL DIRECTOR OF FINANCE 45.00 X 126119 0 31463 WILLIAM B HARVEY DIRECTOR OF BUSINESS DEVELOPMENT AND PUBLISHING 45.00 X 111437 0 13616 MAURICE HARRIS DIRECTOR OF INFORMATION TECHNOLOGY 45.00 X 128429 0 23673 1756636 0 337346 9 0 1 0 CONFERENCEEDGE LLC 1516 XAVIER ST 500 DENVER CO 80204 ONLINE EVENT SERVICE 162940 1 97853 97853 MEMBERSHIP DUES 900099 4245212 4245212 CONFERENCES 900099 3886027 3858057 27970 PRACTICE GROUPS 900099 647845 647845 WEBSITE & CONNECTIONS 541800 529826 529826 ADR SVC - DISPUTE RESOLUTIONS 611710 361820 361820 272449 272449 9943179 265658 265658 565124 565124 4024761 3645980 378781 378781 378781 200719 35483 165236 165236 PUBLIC INTEREST 900099 875 875 MISCELLANEOUS 900099 278 278 1153 11416984 9550619 557796 1210716 1489947 772709 717238 2811941 1471376 1328204 12361 267041 140291 125407 1343 269241 126101 142141 999 266085 139348 126737 296446 154102 142344 38858 38858 27314 27314 59568 59568 442230 195777 246453 671155 485653 184396 1106 306542 3649 302893 466087 466087 278883 152190 126693 2247941 2123132 124809 278413 278413 82137 11912 70225 PRINTING & MAILHOUSE 487664 430801 49710 7153 ALLOCATION 4459 583705 -579246 PARKING 2715 38 2677 TAXES (OTHER THAN INCOM -34 -34 10794633 6790784 3980887 22962 490 530 3034480 2547952 185377 145468 475163 909493 1908700 822742 959372 1085958 14460993 16001804 19115875 20691205 1152078 1266566 3806054 3765074 642690 566042 5600822 5597682 X 13515053 15093523 13515053 15093523 19115875 20691205 622351 956119 0 X 0 1 X 1 0 X 3705432 4105537 3878467 4142877 4343065 20175378 3210126 4681518 5004419 5398269 5340890 23635222 6915558 8787055 8882886 9541146 9683955 43810600 35136 48284 83420 0 35136 48284 83420 43727180 710733 758746 796605 802615 830782 3899481 710733 758746 796605 802615 830782 3899481 49707 47997 97704 32757 24630 40976 17583 1153 117099 7659048 9570431 9720467 10411051 10563887 47924884 0.91240 0.91350 0.08140 0.08230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MAILING LIST MISCELLANEOUS INCOME PUBLIC INTEREST 549386 220224 329162 1359314 602518 756796 1085958 DEFERRED RENT AND LEASE INCENTIVES 566042 566042 X 12416806 956119 8220 35483 999822 11416984 0 11416984 10838336 8220 35483 43703 10794633 0 10794633 PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO CURRENT YEAR AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,483. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 35,483. X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 PETER M LEIBOLD EXECUTIVE VICE PRESIDENT/CEO 359628 0 70982 0 30600 0 51000 0 38338 0 550548 0 0 0 WAYNE W MILLER CHIEF OPERATING OFFICER 224236 0 11500 0 1768 0 28710 0 23766 0 289980 0 0 0 KERRY B HOGGARD VP OF MEMBERSHIP & PUBLIC INTEREST 165818 0 9000 0 828 0 21737 0 28559 0 225942 0 0 0 TRINITA C ROBINSON VP OF PRACTICE GROUPS 163411 0 9000 0 1466 0 20641 0 15173 0 209691 0 0 0 ANNE H HOOVER VP OF PROGRAMS 157091 0 9000 0 1512 0 20531 0 25652 0 213786 0 0 0 CYNTHIA M CONNER VP OF PROFESSIONAL RESOURCES 163460 0 9000 0 2351 0 20736 0 10879 0 206426 0 0 0 MICHELE R RADELL DIRECTOR OF FINANCE 117017 0 6200 0 2902 0 15549 0 23219 0 164887 0 0 0 MAURICE HARRIS DIRECTOR OF INFORMATION TECHNOLOGY 121675 0 6200 0 554 0 15587 0 11833 0 155849 0 0 0 PART I, LINE 1A $20 PER MONTH IS PAID FOR HEALTHCLUB FOR ALL STAFF WHO BELONG TO A FITNESS CLUB. PART I, LINE 7 BONUS FOR THE EXECUTIVE VICE PRESIDENT IS DETERMINED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. SALARY COMPENSATION FOR OTHER EMPLOYEES IS DETERMINED BY THE EXECUTIVE VICE PRESIDENT IN ADVANCE OF THE PERIOD DURING WHICH IT IS PAID, AND BONUSES ARE DETERMINED BY THE EVP BASED ON A BONUS POOL APPROVED BY THE BOARD. AS OF FY2014 FILING: SALARY AND BONUS FOR THE COO IS ALSO DETERMINED BY THE EXECUTIVE VICE PRESIDENT AND REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING FISCAL YEAR 2014. THE FINANCE COMMITTEE IS NO LONGER CONSIDERED A SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE, AND NOW HAS THE RESPONSIBILITY FOR OVERSIGHT OF AHLA'S INVESTMENTS AND RETIREMENT PLAN. IN ADDITION, THE BYLAWS WERE AMENDED TO INCREASE THE SIZE OF THE FINANCE COMMITTEE BY ONE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 2 CLASSES OF MEMBERSHIP. VOTING OR REGULAR MEMBERSHIP AND HONORARY OR NON-VOTING MEMBERSHIP ARE THE TWO CLASSES. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE, THE COO, AND THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORMS 990 AND 990-T. THE RETURN IS THEN SUBMITTED TO THE FINANCE COMMITTEE FOR THEIR REVIEW. PRIOR TO SIGNING BY THE COO, THE RETURN IS MADE AVAILABLE TO THE BOARD FOR REVIEW AND THEN ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD WITH COMPARABLE CEO COMPENSATION OF OTHER HEALTHCARE AND LEGAL ASSOCIATION CEOS GATHERED FOR SUPPORT AND ANALYZED BY AN INDEPENDENT CONSULTANT. COMPENSATION FOR THE COO IS ALSO REVIEWED BY THE EXECUTIVE COMMITTEE BASED ON COMPARABLE DATA FROM AN INDEPENDENT CONSULTANT. KEY AND OTHER EMPLOYEES SALARIES AND COMPENSATION ARE DETERMINED BY THE CEO WITH PERIODIC DATA GATHERED BY AN INDEPENDENT CONSULTANT TO DETERMINE MARKET COMPARABLES AND RANGES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION THE MISSION OF THE AMERICAN HEALTH LAWYERS ASSOCIATION IS TO PROVIDE A COLLEGIAL FORUM FOR INTERACTION AND INFORMATION EXCHANGE TO ENABLE ITS MEMBERS TO SERVE THEIR CLIENTS MORE EFFECTIVELY; TO PRODUCE THE HIGHEST QUALITY NON-PARTISAN EDUCATIONAL PROGRAMS, PRODUCTS AND SERVICES CONCERNING HEALTH LAW ISSUES; AND TO SERVE AS A PUBLIC RESOURCE ON SELECTED HEALTHCARE LEGAL ISSUES. AHLA PROVIDES RESOURCES TO ADDRESS THE ISSUES FACING ITS ACTIVE MEMBERS WHO PRACTICE IN LAW FIRMS, GOVERNMENT, IN-HOUSE SETTINGS AND ACADEMIA AND WHO REPRESENT THE ENTIRE SPECTRUM OF THE HEALTHCARE INDUSTRY: PHYSICIANS, HOSPITALS AND HEALTH SYSTEMS, HEALTH MAINTENANCE ORGANIZATIONS, HEALTH INSURERS, LIFE SCIENCES, MANAGED CARE COMPANIES, NURSING FACILITIES, HOME CARE PROVIDERS, AND CONSUMERS. AS A 501(C)(3) ORGANIZATION, HEALTH LAWYERS ELECTS NOT TO ADVOCATE FOR OR AGAINST ANY PARTICULAR POLICY PROPOSALS. THE PUBLIC INTEREST EFFORTS OF HEALTH LAWYERS ARE DESIGNED TO PROVIDE PRO BONO MATERIALS TO THE PUBLIC AT LARGE. OUR COMMITMENT TO DIVERSITY: IN PRINCIPLE AND IN PRACTICE, THE AMERICAN HEALTH LAWYERS ASSOCIATION VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE ASSOCIATION REGARDLESS OF GENDER, RACE, CREED, AGE, SEXUAL ORIENTATION, NATIONAL ORIGIN, OR DISABILITY. THE ASSOCIATION WELCOMES ALL MEMBERS AS IT LEADS HEALTH LAW TO EXCELLENCE THROUGH EDUCATION, INFORMATION, AND DIALOGUE. OUR PRIORITIES -DIVERSITY -PRACTICE GROUPS: TO FACILITATE THE EXCHANGE OF IDEAS AND INFORMATION AMONG THE HEALTH LAW AND LIFE SCIENCES COMMUNITIES -EDUCATION/PROGRAMS: TO BE A PREMIER PROVIDER OF CONTINUING EDUCATION OPPORTUNITIES FOR ITS MEMBERS AND FOR THE HEALTH LAW COMMUNITY -PROFESSIONAL RESOURCES: TO PROVIDE OUR MEMBERS AND THE HEALTH LAW COMMUNITY WITH PUBLICATIONS AND ELECTRONIC PRODUCTS WRITTEN AND DEVELOPED BY OUR MEMBER EXPERTS THAT ARE ESSENTIAL RESOURCES FOR UNDERSTANDING THE COMPLEXITIES OF HEALTH LAW. -PROFESSIONAL ADVANCEMENT: FOSTERING THE PROFESSIONAL ADVANCEMENT AND CAREER DEVELOPMENT OF THE HEALTH LAW COMMUNITY -PUBLIC INTEREST: TO SERVE AS A PUBLIC RESOURCE ON SELECTED HEALTHCARE LEGAL ISSUES -AHLA FELLOWS: HONORS ACCOMPLISHMENTS OF THE LEADING HEALTH LAW EXPERTS ACROSS THE COUNTRY. PART I, LINE 6 SUBSTANTIALLY ALL OF THE EDUCATIONAL CONTENT AT IN-PERSON SEMINARS AND WEBINARS IS PROVIDED BY MEMBERS OF HEALTH LAWYERS WHO VOLUNTEER THEIR TIME. MEMBERS ALSO VOLUNTEER A SUBSTANTIAL AMOUNT OF TIME TO PRODUCE WRITTEN EDUCATIONAL CONTENT FOR HEALTH LAWYERS. BECAUSE MEMBERS WORK INDEPENDENTLY AND GENERALLY NOT ON-SITE AT HEALTH LAWYERS OFFICES, HEALTH LAWYERS IS UNABLE TO ESTIMATE THE EXACT HOURS OF VOLUNTEER TIME.