2014-08-15T09:01:32-05:00 2013-12-31 CROWE HORWATH LLP 70 WEST MADISON STREET SUITE 700 CHICAGO IL 606024903 990 2013-01-01 360726140 AMERICAN HOSPITAL ASSOCIATION AMER 3124223000 155 North Wacker Drive Chicago IL 606061725 JOHN EVANS CFO 2014-08-15 true Nicole Bencik P00756195 3128997000 2013 2015-11-30 17:44:51Z MR RICHARD J UMBDENSTOCK 325 7th Street NW Washington DC 20004 165337448 false X WWW.AHA.ORG X 1898 IL TO ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES. THE AHA LEADS, REPRESENTS AND SERVES HOSPITALS, HEALTH SYSTEMS AND OTHER RELATED ORGANIZATIONS THAT ARE ACCOUNTABLE TO THE COMMUNITY AND COMMITTED TO HEALTH IMPROVEMENT. 27 26 378 26 773627 296383 378353 108977823 113289261 6922152 9198154 1835816 1568421 118032174 124434189 4369546 6196937 0 0 52136864 55965386 0 0 0 52850196 54865893 109356606 117028216 8675568 7405973 240760153 261197962 96689183 73459217 144070970 187738745 TO ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES. THE AHA LEADS, REPRESENTS AND SERVES HOSPITALS, HEALTH SYSTEMS AND OTHER RELATED ORGANIZATIONS THAT ARE ACCOUNTABLE TO THE COMMUNITY AND COMMITTED TO HEALTH IMPROVEMENT. false false HEALTH CARE ISSUES AND BEST PRACTICES: THROUGH ITS BOARD AND EXTENSIVE COMMITTEE AND CONSTITUENCY SECTION OUTREACH, AMONG OTHER MECHANISMS, THE AHA PROVIDES A FORUM FOR MEMBERS TO PARTICIPATE IN DISCUSSIONS OF RELEVENT HEALTH CARE ISSUES AND THE DEVELOPMENT OF BEST PRACTICES AS THEY RELATE TO HOSPITALS AND OTHER SECTORS OF HEALTH CARE. REPRESENTATION AND ADVOCACY: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO REPRESENT AND ADVOCATE POLICY POSITIONS BEFORE THE CONGRESS, THE COURTS, THE WHITE HOUSE AND FEDERAL AGENCIES. THROUGH REPRESENTATION AND ADVOCACY, THE AHA ASSISTS ITS MEMBERS ON INITIATIVES AND CHANGES NEEDED TO FURTHER HOSPITALS' MISSION TO DELIVER HIGH-QUALITY, COST-EFFICIENT HEALTH CARE TO ALL AMERICANS. MEMBERSHIP SERVICES: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO PROVIDE EDUCATION, INFORMATION AND ASSISTANCE THAT HELPS HOSPITALS ACHIEVE THEIR FULL POTENTIAL IN PROVIDING THEIR COMMUNITIES WITH HIGH-QUALITY HEALTH CARE. AHA PROVIDES SPECIFIC EDUCATION, PUBLICATIONS, NETWORKING, LEADERSHIP OPPORTUNITIES, AND RECOGNITION TO HOSPITALS AND HEALTHCARE PROFESSIONALS. false true true false true false false false false false true true false true true true false true false false true true false false false false false true true true false false false false false false false false false false true true true true false true 246 0 true 378 true true true false false false true true false X 27 26 false false false false true true false true true false true true true true false true true true true false false CA X X John Evans 3124223000 155 North Wacker Drive Ste 400 Chicago IL 606061725 BENJAMIN K CHU MD CHAIRMAN 1.00 X X 24249 0 0 JAMES H HINTON CHAIRMAN-ELECT 1.00 X X 11135 0 0 RICHARD J UMBDENSTOCK PRESIDENT/CEO 40.00 1.00 X X 1503909 0 411220 TERI G FONTENOT IMMEDIATE PAST CHAIR 1.00 X X 23040 0 0 ALAN D AVILES TRUSTEE 1.00 X 0 0 0 BARBARA L WILSON TRUSTEE 1.00 X 85 0 0 BRUCE P BAILEY TRUSTEE 1.00 X 1253 0 0 CAROLYN W CALDWELL TRUSTEE 1.00 X 1265 0 0 CHRISTOPHER J DUROVICH TRUSTEE 1.00 X 0 0 0 CHRISTOPHER M DADLEZ TRUSTEE 1.00 X 1630 0 0 DANIEL L GROSS RN DNSC TRUSTEE 1.00 X 1764 0 0 DONNA M KATEN-BAHENSKY TRUSTEE 1.00 X 0 0 0 EUGENE A WOODS FACHE TRUSTEE 1.00 X 0 0 0 JAMES A DIEGEL TRUSTEE 1.00 X 1042 0 0 JAMES H SKOSBERGH TRUSTEE 1.00 X 0 0 0 JOANNE CARROCINO TRUSTEE 1.00 X 0 0 0 JONATHAN B PERLIN MD PHD TRUSTEE 1.00 X 1626 0 0 M BEATRICE GRAUSE TRUSTEE 1.00 X 0 0 0 MARY STARMANN-HARRISON TRUSTEE 1.00 X 860 0 0 MAUREEN SWICK RN MSN PHD TRUSTEE 1.00 X 1543 0 0 MICHAEL C TARWATER TRUSTEE 1.00 X 663 0 0 ROGER J REAMER TRUSTEE 1.00 X 2433 0 0 SANDRA G WRIGHT EDD TRUSTEE 1.00 X 0 0 0 SCOTT A DUKE TRUSTEE 1.00 X 2913 0 0 THOMAS W BURKE MD TRUSTEE 1.00 X 0 0 0 VICKIE L DIAMOND RN MS TRUSTEE 1.00 X 659 0 0 WILLIAM F BARROW II TRUSTEE 1.00 X 2830 0 0 DIANNA DOYLE ASSISTANT TREASURER 40.00 X 118767 0 17816 GAIL M LOVINGER ASSISTANT SECRETARY 40.00 X 213693 0 44467 MICHAEL GUERIN SECRETARY 40.00 X 377220 0 87231 NEIL J JESUELE EXECUTIVE VICE PRESIDENT 40.00 1.00 X 980860 0 229791 R JOHN EVANS TREASURER 40.00 2.00 X 440615 0 118090 RICHARD J POLLACK EXECUTIVE VICE PRESIDENT 40.00 X 1032334 0 239495 BARBARA LORSBACH SENIOR VICE PRESIDENT 40.00 X 604708 0 137532 DALE WOODIN VICE PRESIDENT 40.00 X 197564 0 44373 ELIZABETH SUMMY VICE PRESIDENT 40.00 X 160859 0 14267 JACK MACKAY VICE PRESIDENT & CIO 40.00 X 359724 0 34799 LISA ALLEN VP, CHIEF HR OFFICER 40.00 X 358515 0 82460 ALICIA MITCHELL SENIOR VICE PRESIDENT 40.00 X 382278 0 87687 JOHN COMBES PRESIDENT/CIO CHG 40.00 X 532527 0 104720 LINDA FISHMAN SENIOR VICE PRESIDENT 40.00 X 741326 0 87360 MELINDA HATTON SR VP, GENERAL COUNSEL 40.00 X 591364 0 132428 THOMAS NICKELS SENIOR VICE PRESIDENT 40.00 X 687002 0 181392 9362255 0 2055128 131 false true false HOGAN LOVELLS 555 13TH STREET NW WASHINGTON DC 20004 LEGAL AND CONSULTING 1258655 SAVVIS INC 10 S LA SALLE ST CHICAGO IL 60603 CONSULTING 981615 AVMG INC 3310 MATRIX DRIVE STE 200 RICHARDSON TX 75082 MEETING SERVICES 446396 BOCKORNY GROUP INC 1101 SIXTEENTH STREET NW STE 500 WASHINGTON DC 20036 CONSULTING 432746 REGIONAL ECONOMIC MODELS INC 433 W STREET AMHERST MA 01002 MEDICAID CONSULTING 418700 40 378353 378353 MEMBER DUES 900099 78912281 78868781 43500 EDUCATION PROGRAMS 611600 20130982 20130982 PUBLICATIONS 511120 2815007 2815007 LICENSING 900099 10885660 10885660 CONTRACTS 900099 395131 395131 150200 150200 0 0 113289261 4435171 4435171 0 629022 629022 0 0 0 45666242 40902726 533 4763516 -533 4762983 4762983 0 0 0 ADVERTISING 541800 690964 690964 EXTERNAL PRINTING 900004 39163 39163 MAILING LABEL REVENUE 900004 71095 71095 138177 138177 0 0 939399 124434189 113455033 773627 9827176 6088317 26000 82620 0 7889301 29688251 6995743 7405658 3986433 2169887 89662 1838849 0 853964 6925050 859788 6678569 3052776 202302 6369792 5668130 10903555 5533 3425857 486298 STATE AND METRO ASSOCIATIONS 3326024 COMMISSIONS 928577 FEDERAL AND STATE TAXES 153520 EDUCATION & TRAINING 359988 567772 117028216 0 0 0 750 750 24867364 13629299 3268554 4018231 0 0 0 0 2671992 2350312 37959064 22303070 16567694 15655994 139290277 164339634 26647352 27941273 0 0 27446170 33262469 240760153 261197962 14200412 18721250 16083020 8490196 0 0 5000000 66405751 41247771 96689183 73459217 X 143160638 186880281 874710 822842 35622 35622 144070970 187738745 240760153 261197962 X 7405973 10140187 26121615 X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 false AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 0 47269 true false false Schedule C, Part I-A, Line 1, Description of political campaign activities AHA RECEIVED CONTRIBUTIONS FROM AHA EMPLOYEES IN SUPPORT OF AHAPAC. THE FUNDS FROM AHA EMPLOYEES WERE RECEIVED AND DIRECTLY DELIVERED TO AHAPAC, A RELATED TAX-EXEMPT SECTION 527 POLITICAL ORGANIZATION. 0 0 0 0 0 0 0 15504844 7067964 8436880 0 544850 457462 87388 0 21909370 14777644 7131726 15655994 0 0 HEDGE FD-FORESTER DIVERSIFIED 13919856 F INFLATION HEDGE BONDS - VANGUARD TIPS 5018341 F INVESTMENT IN SUBSIDIARIES -1733996 F LT INFLATION HEDGE 10737072 F 27941273 INTERCOMPANY RECEIVABLE 30025982 DEFERRED COMPENSATION ASSETS 1410476 COLLATERAL VALUE LIFE INSURANCE 988105 ANNUITIES 837906 33262469 0 LEASE PAYABLE/DEF. LEASE ALLOWANCE 11161744 INVESTMENT PAYABLE 16367291 ACCRUED RETIREMENT EXPENSES 13718736 41247771 X Schedule D, Part X, Line 2, FIN 48 (ASC 740) footnote THE ASSOCIATION FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ASSOCIATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT.) THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAT 50 PERCENT LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AS OF DECEMBER 31, 2013 AND 2012, THE ASSOCIATION HAS NO LIABILITY FOR UNRECOGNIZED BENEFITS. true SOUTH ASIA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 1117 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 2029 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 6939 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 120770 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 28505 SOUTH AMERICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 1959 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 28363463 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING 82620 0 0 28607402 EUROPE (INCLUDING ICELAND AND GREENLAND) SUPPORT PAYMENT 82620 WIRE 0 N/A N/A 1 0 false false true false false false Schedule F, Part I, Line 2, Procedures for monitoring use of grant funds THE ORGANIZATION PROVIDED AN ADVANCED SUPPORT PAYMENT FOR THE 2015 WORLD HOSPITAL CONGRESS THAT WILL TAKE PLACE IN CHICAGO, IL. AHA IS ACTIVELY INVOLVED IN THE PLANNING AND DEVELOPMENT OF THE UPCOMING PROGRAM. SCHEDULE F, PART I, LINE 3, INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES THE ORGANIZATION'S FOREIGN ACTIVITIES CONSIST MAINLY OF SALES OF BOOKS AND DATA PRODUCTS IN FOREIGN COUNTRIES WHICH GENERATE REVENUE. THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES RELATED TO THE SALE OF BOOKS AND DATA TO FOREIGN COUNTRIES. ADDITIONALLY, THE ORGANIZATION HAS A LIMITED AMOUNT EXPENSES RELATED TO FOREIGN TRAVEL FOR ATTENDING CONFERENCES AND MEETINGS WITH OTHER ORGANIZATIONS. Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL Schedule F, Part II, Line 1, Method used to account for grants on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL Schedule F, Part I, Line 3, Method to account for expenditures on org.'s financial statements CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL EAST ASIA AND THE PACIFIC: ACCRUAL EUROPE (INCLUDING ICELAND AND GREENLAND): ACCRUAL MIDDLE EAST AND NORTH AFRICA: ACCRUAL NORTH AMERICA (CANADA & MEXICO ONLY): ACCRUAL SOUTH AMERICA: ACCRUAL SOUTH ASIA: ACCRUAL SUB-SAHARAN AFRICA: ACCRUAL true HEALTH RESEARCH AND EDUCATIONAL TRUST 155 N WACKER DRIVE CHICAGO IL 606061725 362203931 501(C)(3) 1852702 0 N/A N/A GENERAL SUPPORT PAYMENT AMERICAN ORGANIZATION OF NURSE EXECUTIVES 155 N WACKER DRIVE CHICAGO IL 606061725 363591337 501(C)(6) 551034 0 N/A N/A GENERAL SUPPORT PAYMENT. INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT 155 N WACKER DRIVE CHICAGO IL 606061725 582094118 501(C)(3) 489000 0 N/A N/A GENERAL SUPPORT PAYMENT. ENROLL AMERICA 1201 NEW YORK AVE NW WASHINGTON DC 20005 271661221 501(C)(3) 1100000 0 N/A N/A GENERAL SUPPORT PAYMENT COALITION TO PROTECT AMERICA'S HEALTHCARE PO BOX 30211 BETHESDA MD 208240211 522253225 501(C)(4) 1000000 0 N/A N/A GENERAL SUPPORT PAYMENT GEORGE MASON UNIVERSITY 4400 UNIVERSITY DR MS 1A3 FAIRFAX VA 22030 541603842 501(C)(3) 83333 0 N/A N/A RESEARCH GRANT PROJECT HOPE 7500 OLD GEORGETOWN ROAD BETHESDA MD 20814 530242962 501(C)(3) 50000 0 N/A N/A GENERAL SUPPORT PAYMENT. AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 530196605 501(C)(3) 50000 0 N/A N/A DISASTER RELIEF SOUTH DAKOTA ASSOCIATION OF HEALTHCARE ORGANIZATIONS 3708 WEST BROOKS PLACE SUITE 1 SIOUX FALLS SD 57106 460254666 501(C)(6) 50000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT OREGON ASSOCIATION OF HOSPITALS AND HEALTH SYSTEMS 4000 KRUSE WAY PLACE BLDG 2 SUITE 1 LAKE OSWEGO OR 97035 930554950 501(C)(6) 50000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT OKLAHOMA HOSPITAL ASSOCIATION 4000 N LINCOLN BLVD OKLAHOMA CITY OK 73105 730618552 501(C)(6) 50000 0 N/A N/A DISASTER RELIEF OWENSBORO COMMUNITY & TECHNICAL 4800 NEW HARTFORD RD OWENSBORO KY 42303 611109704 501(C)(3) 35000 0 N/A N/A GENERAL SUPPORT PAYMENT PROJECT PERFECT WORLD FOUNDATION 290 EAST JOHN CARPENTER FREEWAY IRVING TX 75062 043546835 501(C)(3) 35000 0 N/A N/A GENERAL SUPPORT PAYMENT EVIDENCE BASED HEALTH SOLUTIONS PO BOX 62 NOTRE DAME IN 46556 510668093 33333 0 N/A N/A RESEARCH GRANT ILLINOIS HOSPITAL ASSOCIATION 1151 E WARRENVILLE ROAD NAPERVILLE IL 60563 362352486 501(C)(6) 30000 0 N/A N/A PROJECT GRANT UNITED WAY OF METROPOLITAN CHICAGO 560 WEST LAKE STREET CHICAGO IL 60661 300200078 501(C)(3) 26000 0 N/A N/A GENERAL SUPPORT PAYMENT. CENTER FOR HEALTH DESIGN 1850 GATEWAY BLVD STE 1083 CONCORD CA 94520 680298038 501(C)(3) 25000 0 N/A N/A PROJECT GRANT NATIONAL ASSOCIATION OF HEALTH SERVICES EXECUTIVES 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20036 621312239 501(C)(3) 20000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT NATIONAL CENTER FOR HEALTHCARE LEADERSHIP 515 NORTH STATE STREET CHICAGO IL 60654 364483505 501(C)(3) 20000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT THOMAS JEFFERSON UNIVERSITY 1020 WALNUT ST PHILADELPHIA PA 19107 231352651 501(C)(3) 20000 0 N/A N/A PROJECT GRANT DAVID A WINSTON HEALTH POLICY FELLOWSHIP 2000 14TH STREET NORTH STE 780 ARLINGTON VA 22201 521492039 501(C)(3) 16500 0 N/A N/A GENERAL SUPPORT PAYMENT. ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION 2000 14TH STREET NORTH STE 780 ARLINGTON VA 22201 366110249 501(C)(3) 15000 0 N/A N/A GENERAL SUPPORT PAYMENT. ASIAN HEALTH CARE LEADERS ASSOC 566 W ADAMS STE 500 CHICAGO IL 60661 261282400 501(C)(3) 10000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT THE KENNETH B SCHWARTZ CENTER 101 MERRIMAC STREET BOSTON MA 02114 041564655 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT PAYMENT. TRUMAN MEDICAL CENTER 2310 HOLMES STE 735 KANSAS CITY MO 64108 431194064 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT PAYMENT INSTITUTE FOR PATIENT & FAMILY CENTERED CARE 6917 ARLINGTON RD BETHESDA MD 20814 521777133 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT PAYMENT CONGRESSIONAL MANAGEMENT FOUNDATION 513 CAPITOL COURT NE STE 300 WASHINGTON DC 20002 521076614 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT B'NAI B'RITH INTERNATIONAL 3397 BARHAM BLVD LOS ANGELES CA 90068 530179971 501(C)(3) 7500 0 N/A N/A SUPPORT FOR AWARDS PROGRAM. ALLIANCE FOR HEALTH REFORM 1444 EYE STREET NW WASHINGTON DC 20005 521746328 501(C)(3) 7500 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT 22 7 ASHE INTERNSHIP GRANT 7 20000 0 N/A N/A ASHRM EDUCATIONAL SCHOLARSHIP 2 6000 0 N/A N/A SCHEDULE I, PART III, GRANTS TO INDIVIDUALS THE ASHE INTERNSHIP PROGRAM'S PURPOSE IS TO PROVIDE AN OPPORTUNITY FOR A UNIVERSITY STUDENT INTERN TO GAIN VALUABLE EXPERIENCE IN MANAGING THE HEALTH CARE FACILITY PHYSICAL ENVIRONMENT. THE ASHRM EDUCATIONAL SCHOLARSHIP AND GRANT PROGRAM'S PURPOSE IS TO PROVIDE SUPPORT AN INDIVIDUALS EFFORTS TO EARN A MASTERS IN HEALTHCARE ADMINISTRATION. Schedule I, Part I, Line 2, Procedures for monitoring use of grant funds TYPICALLY AHA MAKES GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS TO SUPPORT THEIR GENERAL OPERATIONS OR IN RESPONSE TO THEIR FUNDRAISING EFFORTS. IN THESE INSTANCES, AHA DOES NOT HAVE A FORMAL PROCESS FOR WHICH THEY MONITOR THE USE OF THE GRANT PAID. IN OTHER CASES, THE AHA PROVIDES GRANTS OR CONTRIBUTIONS TO SUPPORT A SPECIFIC EFFORT OR PROJECT. IN SUCH CASES, AHA'S MANAGEMENT IS KEPT INFORMED AS TO THE USE OF THE FUNDS AND THE STATUS OR SATISFACTORY COMPLETION OF THE PROJECT. X X X X true true X X X X false true false RICHARD J UMBDENSTOCK PRESIDENT/CEO 942419 0 118401 0 443089 0 209520 0 201700 0 1915129 0 0 0 NEIL J JESUELE EXECUTIVE VICE PRESIDENT 681904 0 68910 0 230046 0 201097 0 28694 0 1210651 0 164163 0 RICHARD J POLLACK EXECUTIVE VICE PRESIDENT 740154 0 75042 0 217138 0 197534 0 41961 0 1271829 0 153876 0 MICHAEL GUERIN SECRETARY 252613 0 26906 0 97701 0 72556 0 14675 0 464452 0 0 0 R JOHN EVANS TREASURER 305997 0 32720 0 101898 0 85429 0 32661 0 558705 0 48145 0 GAIL M LOVINGER ASSISTANT SECRETARY 192605 0 19264 0 1824 0 26368 0 18099 0 258160 0 0 0 BARBARA LORSBACH SENIOR VICE PRESIDENT 433524 0 45062 0 126122 0 106330 0 31202 0 742239 0 72698 0 JACK MACKAY VICE PRESIDENT & CIO 282343 0 27381 0 50000 0 15300 0 19499 0 394523 0 0 0 LISA ALLEN VP, CHIEF HR OFFICER 260488 0 26572 0 71455 0 51915 0 30545 0 440975 0 39058 0 ELIZABETH SUMMY VICE PRESIDENT 136244 0 23400 0 1215 0 4882 0 9385 0 175126 0 0 0 DALE WOODIN VICE PRESIDENT 186268 0 8563 0 2733 0 24555 0 19818 0 241937 0 0 0 THOMAS NICKELS SENIOR VICE PRESIDENT 467168 0 48050 0 171785 0 151322 0 30070 0 868394 0 116122 0 LINDA FISHMAN SENIOR VICE PRESIDENT 365693 0 43110 0 332523 0 79168 0 8191 0 828686 0 205095 0 MELINDA HATTON SR VP, GENERAL COUNSEL 427090 0 44210 0 120064 0 104906 0 27522 0 723792 0 71324 0 JOHN COMBES PRESIDENT/CIO CHG 375556 0 39197 0 117774 0 80818 0 23902 0 637247 0 63236 0 ALICIA MITCHELL SENIOR VICE PRESIDENT 260030 0 28136 0 94112 0 74635 0 13052 0 469966 0 44453 0 Schedule J, Part I, Line 1a, First-class or charter travel BY POLICY, FIRST-CLASS TRAVEL WAS MADE AVAILABLE TO THREE BOARD MEMBERS AND THREE OFFICERS. IT WAS NOT TREATED AS TAXABLE COMPENSATION FOR ANY INTERESTED PERSON. THESE INDIVIDUALS ARE REQUIRED TO TRAVEL EXTENSIVELY ON ORGANIZATION BUSINESS, AND PROVIDING FOR FIRST-CLASS TRAVEL IS CONSIDERED A REASONABLE ACCOMMODATION. ADDITIONALLY, FIRST-CLASS TRAVEL MAY BE APPROVED IN CASES OF HARDSHIP OR EXTENUATING CIRCUMSTANCES ON A CASE-BY-CASE BASIS. Schedule J, Part I, Line 1a, Travel for companions SPOUSAL TRAVEL WAS PROVIDED TO THREE OFFICERS AND TWENTY BOARD MEMBERS IN 2013. THE RELATED BENEFIT WAS INCLUDED IN THE INTERESTED PERSONS' TAXABLE COMPENSATION. Schedule J, Part I, Line 1a, Discretionary spending account IN CONNECTION WITH OFFICIAL DUTIES, STIPENDS WERE MADE AVAILABLE TO THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, AND CHAIRMAN ELECT OF THE BOARD. TAXABLE BENEFIT ALLOWANCES WERE MADE AVAILABLE TO FIVE OFFICERS, TWO KEY EMPLOYEES, AND FIVE OF THE HIGHEST COMPENSATED EMPLOYEES. THE RELATED BENEFIT WAS INCLUDED IN THE INTEREST PERSONS' TAXABLE COMPENSATION. Schedule J, Part I, Line 1a, Housing allowance or residence for personal use A HOUSING ALLOWANCE WAS PROVIDED TO ONE KEY EMPLOYEE IN 2013. THE RELATED BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. Schedule J, Part I, Line 4b, Supplemental nonqualified retirement plan THE FOLLOWING OFFICERS, KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: *RICHARD UMBDENSTOCK - $322,335 *NEAL JESUELE - $164,163 *RICHARD POLLACK - $153,876 *MICHAEL GUERIN - $41,548 *JOHN EVANS - $48,145 *BARBARA LORSBACH - $72,698 *LISA ALLEN - $39,058 *THOMAS NICKELS - $116,122 *LINDA FISHMAN - $266,543 *MELINDA HATTON - $71,324 *JOHN COMBES - $63,236 *ALICIA MITCHELL - $44,453 Form 990, Part VI, Sec A, Line 6, Classes of members or stockholders AHA IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS. THESE MEMBERS MAY PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. SPECIFICALLY, MEMBERS MAY PARTICIPATE IN THE ELECTION OF MEMBERS OF THE GOVERNING BODY. THE MEMBERSHIP OF AHA IS MADE UP OF: 1. HOSPITALS, HEALTH CARE SYSTEMS, AND HEALTH SERVICE ORGANIZATIONS WHICH PROVIDE A CONTINUUM OF INTEGRATED COMMUNITY HEALTH RESOURCES AND WHICH INCLUDE AT LEAST ONE LICENSED HOSPITAL THAT IS OWNED, LEASED, MANAGED OR RELIGIOUSLY SPONSORED. 2. HEALTH PROVIDER ORGANIZATIONS, OTHER THAN REGISTERED HOSPITALS, WHICH PROVIDE PATIENT CARE SERVICES, AS WELL AS PHYSICIAN GROUPS, HEALTH INSURANCE SERVICES, AND STAFF AND GROUP MODEL HEALTH MAINTENANCE ORGANIZATIONS WITHOUT A HOSPITAL COMPONENT. 3. OTHER ORGANIZATIONS INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. 4. PERSONAL MEMBERS. MEMBERS OF THE BOARD OF TRUSTEES ARE SELECTED BY A COMMITTEE ON NOMINATIONS. MEMBERS WHO SEEK TO BE ON THE BOARD ARE PUT THROUGH A VETTING PROCESS, AND A SLATE OF CANDIDATES IS PRESENTED TO THE BOARD FOR APPROVAL. Form 990, Part VI, Sec A, Line 7a, Members or stockholders electing members of governing body PLEASE SEE THE NARRATIVE FOR PART VI, SECTION A, LINE 6. Form 990, Part VI, Sec B, Line 11b, Review of form 990 by governing body THE FULL FORM 990 IS REVIEWED BY MANAGEMENT AND BY LEGAL COUNSEL. IT IS THEN REVIEWED BY THE BOARD OF TRUSTEES OPERATIONS COMMITTEE, THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE, AND FINALLY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Sec B, Line 12c, Conflict of interest policy ON AN ANNUAL BASIS, THE ASSOCIATION'S TRUSTEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE TO THE ASSOCIATION SECRETARY. THE ASSOCIATION'S OFFICERS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE ON A BI-ANNUAL BASIS. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY THE SECRETARY, LEGAL, HUMAN RESOURCES AND INTERNAL AUDIT. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR DETERMINATION REGARDING A CONFLICT AND ANY ACTION TO BE CONSIDERED OR UNDERTAKEN. ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER THE QUESTIONNAIRE IS COMPLETED MUST BE PROMPTLY REPORTED. ANY RESTRICTIONS IMPOSED, BASED ON INFORMATION DISCLOSED IN A CONFLICT OF INTEREST QUESTIONNAIRE OR OTHERWISE, WOULD BE COMMENSURATE WITH THE TYPE OF CONFLICT IDENTIFIED AND WOULD BE DISCLOSED TO THE BOARD OF TRUSTEES. Form 990, Part VI, Sec B, Line 15a, Process to establish compensation of top management official THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE CEO, AND OFFICERS AND KEY EMPLOYEES AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE COMMITTEE CONSIDERS THE RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT, EVALUATES THE CEO'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE PROCESS FOR DETERMINING, REVIEWING AND APPROVING COMPENSATION AND ADJUSTMENTS TO COMPENSATION IS UNDERTAKEN ON AN ANNUAL BASIS. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER. FORM 990, PART VI, LINE 15B, COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES WHERE APPROPRIATE, THE COMMITTEE HAS AUTHORIZED THE CEO TO APPLY THE SAME PROCEDURES AS DESCRIBED IN THE NARRATIVE FOR PART VI, SECTION B, LINE 15A TO THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. FOR ALL OTHER OFFICERS AND KEY EMPLOYEES, COMPENSATION IS EVALUATED BY THE ORGANIZATION'S MANAGEMENT ON AN ANNUAL BASIS USING PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS. PLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. Form 990, Part VI, Sec C, Line 19, Required documents available to the public THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST TO MEMBERS; A SUMMARY OF THE FINANCIAL RESULTS ARE PRINTED EACH YEAR AS PART OF THE ANNUAL REPORT TO MEMBERSHIP. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. Form 990 , Part XI, Line 9, Other changes in net assets or fund balances PENSION LIABILITY ADJUSTMENT - 26121615; HEALTH FORUM LLC 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 EDUCATION IL 14721539 25862466 NA CENTER FOR HEALTHCARE GOVERNANCE 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 361066473 MEMBERSHIP/EDUCATION IL 1789634 250456 NA AMERICAN ORGANIZATION OF NURSE EXECUTIVES 155 NORTH WACKER STE 400 CHICAGO IL 606061725 363591337 NURSE LEADERSHIP IL 501(C)(6) N/A NA true HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER STE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUCATION IL 501(C)(3) Type I NA true INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 NORTH WACKER STE 400 CHICAGO IL 606061725 582094118 DIVERSITY IL 501(C)(3) N/A NA true AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 POLITICAL CAMPAIGNING IL 527 N/A NA true AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 325 7TH STREET NW WASHINGTON DC 20004 272399044 NURSE EDUCATION SUPPORT DC 501(C)(3) Type I AONE true AHA SERVICES INC AND SUBSIDIARIES 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 606061725 320002089 ADMINISTRATION IL NA C CORPORATION 20387407 5753594 1 true true true false false false true false true false true false true true true true false true false false AHA SERVICES INC AND SUBSIDIARIES A 1180071 COST AHA SERVICES INC AND SUBSIDIARIES A 3541 COST HEALTH RESEARCH AND EDUCATIONAL TRUST B 1852702 COST INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT B 489000 COST AMERICAN ORGANIZATION OF NURSE EXECUTIVES B 551034 COST AHA SERVICES INC AND SUBSIDIARIES H 829957 COST AMERICAN ORGANIZATION OF NURSE EXECUTIVES J 306630 COST HEALTH RESEARCH AND EDUCATIONAL TRUST J 623681 COST INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT J 57353 COST AMERICAN ORGANIZATION OF NURSE EXECUTIVES L 198501 COST HEALTH RESEARCH AND EDUCATIONAL TRUST L 643124 COST AHA SERVICES INC AND SUBSIDIARIES M 95900 COST