HEALTHCARE DISTRIBUTION ALLIANCE HDA: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEALTHCARE DISTRIBUTION ALLIANCE HDA (EIN 13-1088150)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-04
- IRS object ID
- 201343089349300909
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-04T11:17:06-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521855942 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE AND TRYON | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 131088150 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE DISTRIBUTION MANAGEMENT ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 7038850268 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD NO 1000 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANN BITTMAN | Name |
| Title | EVP AND COO | Title |
| Phone | 7037870000 | Phone |
| Date Signed | 2013-11-04 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUBRINA L WOOD | Name |
| PTIN | P00365899 | PTIN |
| Phone | 2022932200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN M GRAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD NO 1000 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14848450 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.HEALTHCAREDISTRIBUTION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | MISSION STATEMENT:PROTECT PATIENT SAFETY AND ACCESS TO MEDICINES THROUGH THE SAFE AND EFFICIENT DISTRIBUTION OF HEALTHCARE PRODUCTS AND SERVICES.CREATE AND EXCHANGE INDUSTRY KNOWLEDGE AND BEST PRACTICES TO ENHANCE THE VALUE OF THE HEALTHCARE SUPPLY CHAIN.ADVOCATE FOR STANDARDS, PUBLIC POLICIES AND BUSINESS PROCESSES THAT PRODUCE SAFE, INNOVATIVE AND COST-EFFECTIVE HEALTHCARE SOLUTIONS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 30 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 30 | NbrIndependentVotingMembers |
| Total Nbr Employees | 46 | TotalNbrEmployees |
| Total Nbr Volunteers | 220 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11373254 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11621704 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 375148 | InvestmentIncomePriorYear |
| Investment Income Current Year | 544553 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 64922 | OtherRevenuePriorYear |
| Other Revenue Current Year | 210778 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11813324 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12377035 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 775000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 325000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 6289851 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 6920782 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5134817 | OtherExpensePriorYear |
| Other Expenses Current Year | 5089510 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12199668 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12335292 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -386344 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41743 | RevenuesLessExpensesCY |
| Total Assets BOY | 16668091 | TotalAssetsBOY |
| Total Assets EOY | 17013452 | TotalAssetsEOY |
| Total Liabilities BOY | 4790790 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4264689 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11877301 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12748763 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O: | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | GOVERNMENT AFFAIRS: THROUGH ITS GOVERNMENT AFFAIRS INITIATIVES, HDMA ADDRESSES LEGISLATIVE AND REGULATORY ISSUES AT THE FEDERAL AND STATE LEVELS. IT ADVOCATES FOR THE HEALTHCARE DISTRIBUTION INDUSTRY AS WELL AS FOR THE LARGER INTERESTS OF NATIONAL HEALTHCARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEETINGS & CONFERENCES: THROUGH ITS MEETINGS, HDMA DISSEMINATES INFORMATION TO MEMBERS, CREATES OPPORTUNITIES FOR MEMBER TRADING PARTNER INTERACTION AND FOSTERS ALLIANCES AND COALITIONS BETWEEN THE HDMA AND ITS CONSTITUENCIES. MEETINGS INCLUDE THE DISTRIBUTION MANAGEMENT CONFERENCE (DMC), THE BUSINESS & LEADERSHIP CONFERENCE (BLC) AND THE ANNUAL BOARD & MEMBERSHIP MEETING (ABMM). AT DMC ATTENDEES ATTEND EDUCATIONAL SESSIONS AND DISCUSS OPERATIONAL ISSUES, INCLUDING MANAGEMENT PROCEDURES, INNOVATION IN TECHNOLOGY AND IMPROVEMENTS IN PRODUCTIVITY AND COST REDUCTION. THE BLC IS ATTENDED BY DISTRIBUTORS, MANUFACTURERS AND SERVICE PROVIDER EXECUTIVES AND SENIOR MANAGERS WHO MANAGE NEW PRODUCT INTRODUCTIONS, THE RESUPPLY PROCESS, CREDIT AND FINANCE, ELECTRONIC COMMERCE, CONTRACT MANAGEMENT, MARKET DEVELOPMENT PROGRAMS, INFORMATION SYSTEMS AND SPECIFIC CUSTOMER SEGMENTS. ATTENDEES MEET IN ONE-ON-ONE SCHEDULED MEETINGS TO DISCUSS STRATEGIC AND OPERATIONAL TRADING PARTNER ISSUES.THE ABMM IS ATTENDED BY KEY EXECUTIVES FROM DISTRIBUTOR AND MANUFACTURER COMPANIES. IN ADDITION TO CONDUCTING EXECUTIVE COMMITTEE AND BOARD OF DIRECTOR BUSINESS, ATTENDEES DISCUSS BUSINESS, STRATEGIC PLANNING AND OPERATIONAL ISSUES WITH THEIR TRADING PARTNERS AND ATTEND HIGH LEVEL EDUCATIONAL AND INFORMATION SESSIONS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INDUSTRY RELATIONS & EDUCATION: THESE ACTIVITIES FOCUS ON INFORMATION SYSTEMS, OPERATIONAL INTEGRATION AND THE IMPACT OF E-COMMERCE ON THE EFFICIENT DISTRIBUTION OF HEALTHCARE AND THE IMPROVEMENT OF BUSINESS PROCESSES. IN ADDITION, THROUGHOUT THE YEAR PROGRAMS ARE CONDUCTED TO EDUCATE MEMBERS AND OTHER INDUSTRY PARTNERS IN CRITICAL INDUSTRY ISSUES, EMERGING TRENDS, LEGISLATION AND OTHER TOPICS OF INTEREST. THESE PROGRAMS INCLUDE LIVE IN-PERSON SEMINARS AND REMOTELY BROADCAST SEMINARS (WEBINARS). | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EDUCATIONAL PROGRAMS -- PERIODICALLY THROUGHOUT THE YEAR PROGRAMS ARE CONDUCTED TO EDUCATE MEMBERS AND OTHER INDUSTRY PARTNERS IN SUCH AREAS AS CRITICAL INDUSTRY ISSUES, EMERGING TRENDS, LEGISLATION, AND MANY OTHER TOPICS OF INTEREST. THESE PROGRAMS INCLUDE LIVE IN-PERSON SEMINARS AND REMOTELY BROADCAST SEMINARS (WEBINARS). | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 42 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 46 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 30 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 30 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7037870000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 1000 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| DAVID NEU | |||||||||
| CHAIRMAN | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| TED SCHERR | |||||||||
| VICE CHAIR | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| DAWN BOYTER | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| MARIA BURNS | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| GREGORY DREW | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| LOUIS FERRARO | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| RICHARD GATON | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| TERRANCE HAAS | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| GAYLE JOHNSTON | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| SONIA JUSINO DE THUNA | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| SAM LAZICH | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| ALBERT PAONESSA | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| ANTHONY RATTINI | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| GEORGE GK RICHARDS | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| LENNY RODRIGUEZ | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| RAUL RODRIGUEZ-FONT | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER SCHOEN | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| WALTER SHIKANY | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| NICHOLAS SMOCK | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| ALBERT THOMAS | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| LARRY DOUD | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| DENNIS ENGEL | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| GARY PRESTER | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| JOHN RAY | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| JOSEPH SHONEFF | |||||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |||
| KENNETH COUCH | |||||||||
| OFFICER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| PAUL JULIAN | |||||||||
| OFFICER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL KAUFMANN | |||||||||
| OFFICER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| DAVID MOODY | |||||||||
| OFFICER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| DALE SMITH | |||||||||
| OFFICER | 1.00 | 0.00 | X | X | 0 | 0 | 0 | ||
| JOHN GRAY | |||||||||
| PRESIDENT & CEO | 39.00 | 1.00 | X | 2010577 | 51553 | 78443 | |||
| ANN BITTMAN | |||||||||
| EVP & COO | 38.00 | 2.00 | X | 333149 | 17535 | 70954 | |||
| PATRICK KELLY | |||||||||
| SVP, GOVERNMENT AFFAIRS | 40.00 | 0.00 | 366990 | 0 | 70325 | X | |||
| PERRY FRI | |||||||||
| SVP, INDUSTRY REL., MEMBERSHIP | 40.00 | 0.00 | 345971 | 0 | 71526 | X | |||
| BROOKE NAYLOR | |||||||||
| VP, MEETINGS & CONFERENCES | 40.00 | 0.00 | 172106 | 0 | 43981 | X | |||
| KRISTIN FRIETAS | |||||||||
| SR. DIRECTOR, FEDERAL GA | 40.00 | 0.00 | 149461 | 0 | 41140 | X | |||
| ELIZABETH GALLENAGH | |||||||||
| VP, GA & GENERAL COUNSEL | 40.00 | 0.00 | 246015 | 0 | 36029 | X | |||
| JOHN PARKER | |||||||||
| VP, COMMUNICATIONS | 40.00 | 0.00 | 193150 | 0 | 40359 | X | |||
| ANITA DUCCA | |||||||||
| VP, REGULATORY AFFAIRS | 40.00 | 0.00 | 184024 | 0 | 29178 | X | |||
| TED PEZZULLO | |||||||||
| VP, ITSF | 40.00 | 0.00 | 181605 | 0 | 40938 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 4183048 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 69088 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 522873 | TotalOtherCompensation |
| Number Individuals GT100 K | 19 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| OLSSON FRANK AND WEEDA PC | |||||
| 600 NEW HAMPSHIRE AVENUE | WASHINGTON | DC | 20037 | LEGAL SERVICES | 377379 |
| TARPLIN DOWNS & YOUNG LLC | |||||
| 1212 NEW YORK AVENUE NW SUITE 1050 | WASHINGTON | DC | 20005 | FEDERAL LOBBYING | 240000 |
| ARENT FOX | |||||
| PO BOX 644672 | PITTSBURGH | PA | 15264 | LEGAL SERVICES | 221018 |
| BROWN RUDNICK | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02111 | FEDERAL LOBBYING | 195000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 7840121 | 7840121 | |
| MEETINGS & ACTIVITIES | 900099 | 3767673 | 2797473 | $970,200 |
| PUBLICATIONS | 541800 | 13910 | 13910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11621704 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 368667 | TotalRevenueColumn |
| Exclusion | $368,667 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2646981 | Securities |
| Other | 320 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2471415 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 175566 | Securities |
| Other | 320 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 175886 | TotalRevenueColumn |
| Exclusion | $175,886 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| SBCD RESERVE FUNDING | 900099 | 146171 | 146171 | |
| MISCELLANEOUS | 900099 | 64607 | $64,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 210778 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12377035 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10797675 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,579,360 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 325000 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3633107 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1863413 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755511 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363898 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 304853 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696834 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24312 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 343884 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61214 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707862 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11036 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 248979 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104864 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 622114 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 350543 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1438092 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138037 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33954 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| GOVERNMENT AND PROFESSI | 111749 |
| MISCELLANEOUS | 108336 |
| CREDIT CARD FEES | 100695 |
| DUES & MEMBERSHIPS | 88346 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -101341 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12335292 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74 | BOY |
| EOY | 0 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3491231 | BOY |
| EOY | 3738625 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29433 | BOY |
| EOY | 16389 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1374455 | BOY |
| EOY | 782155 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2329241 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1974405 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 481943 | BOY |
| EOY | 354836 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11266767 | BOY |
| EOY | 11936187 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24188 | BOY |
| EOY | 185260 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16668091 | BOY |
| EOY | 17013452 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 630998 | BOY |
| EOY | 629958 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2834107 | BOY |
| EOY | 2870966 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1325685 | BOY |
| EOY | 763765 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4790790 | BOY |
| EOY | 4264689 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11877301 | BOY |
| EOY | 12748763 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11877301 | BOY |
| EOY | 12748763 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16668091 | BOY |
| EOY | 17013452 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 41743 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 829719 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form1120 Pol Filed | 1 | Form1120PolFiled |
Sec527 Pol Orgs Sec527PolOrgs
Name Of527 Organization NameOf527Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE DISTRIBUTION MGT PAC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE RD | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541559237 | EIN |
| Amt Of Contribs Recd Delivered | 27890 | AmtOfContribsRecdDelivered |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 7840121 | DuesAssessments |
| Non Ded Lobby Political Current | 1665699 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -18993 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 1646706 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1803228 | AggrAmtReportedInDuesNotices |
| Taxable | -$156,522 | TaxableAmount |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: | Identifier |
| Return Reference | PART I-A, LINE 1: | ReturnReference |
| Explanation | INDIRECT POLITICAL CAMPAIGN ACTIVITIES ARE MADE THROUGH THE HEALTHCARE DISTRIBUTION MANAGEMENT ASSOCIATION POLITICAL ACTION COMMITTEE (HDMA PAC) WHICH WAS ORGANIZED AS A VOLUNTARY, NON-PROFIT, UNINCORPORATED ASSOCIATION TO FURTHER THE INTERESTS OF HDMA AND THE DRUG DISTRIBUTION INDUSTRY AND TO PROMOTE GOOD CITIZENSHIP THROUGH PERSONAL AND FINANCIAL PARTICIPATION IN THE ELECTIVE PROCESS. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 816026 | OtherCostOrOtherBasis |
| Depreciation | 554379 | Depreciation |
| Book Value | 261647 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1513215 | OtherCostOrOtherBasis |
| Depreciation | 1420026 | Depreciation |
| Book Value | 93189 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 354836 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED COMPENSATION | $564,662 |
| DEFERRED RENTAL INCENTIVE | $199,103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 763765 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 13206754 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 829719 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 829719 | RevenueNotRptdF990 |
| Revenue Subtotal | 12377035 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12377035 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12335292 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12335292 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12335292 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | MANAGEMENT DID NOT IDENTIFY ANY UNCERTAIN INCOME TAX POSITIONS. AT A MINIMUM, THE ORGANIZATION'S INCOME TAX RETURNS FOR 2009 THROUGH 2012 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR HEALTHCARE SUPPLY CHAIN RESEARCH | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEGE | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 521225130 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 325000 | AmountOfCashGrant |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: HDMA MONITORS THE USE OF GRANT FUNDS MADE THROUGH REPORTS FROM THE CENTER'S EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN GRAY | ||||||||||||||
| PRESIDENT & CEO | 713424 | 18293 | 178231 | 4570 | 1118922 | 28690 | 40950 | 1050 | 35532 | 911 | 2087059 | 53514 | 0 | 0 |
| ANN BITTMAN | ||||||||||||||
| EVP & COO | 284689 | 14984 | 40850 | 2150 | 7610 | 401 | 39900 | 2100 | 27506 | 1448 | 400555 | 21083 | 0 | 0 |
| PATRICK KELLY | ||||||||||||||
| SVP, GOVERNMENT AFFAIRS | 313980 | 0 | 45000 | 0 | 8010 | 0 | 42000 | 0 | 28325 | 0 | 437315 | 0 | 0 | 0 |
| PERRY FRI | ||||||||||||||
| SVP, INDUSTRY REL., MEMBERSHIP | 294961 | 0 | 43000 | 0 | 8010 | 0 | 42000 | 0 | 29526 | 0 | 417497 | 0 | 0 | 0 |
| BROOKE NAYLOR | ||||||||||||||
| VP, MEETINGS & CONFERENCES | 159361 | 0 | 12000 | 0 | 745 | 0 | 17210 | 0 | 26771 | 0 | 216087 | 0 | 0 | 0 |
| KRISTIN FRIETAS | ||||||||||||||
| SR. DIRECTOR, FEDERAL GA | 141213 | 0 | 8000 | 0 | 248 | 0 | 14820 | 0 | 26320 | 0 | 190601 | 0 | 0 | 0 |
| ELIZABETH GALLENAGH | ||||||||||||||
| VP, GA & GENERAL COUNSEL | 205449 | 0 | 40000 | 0 | 566 | 0 | 24602 | 0 | 11427 | 0 | 282044 | 0 | 0 | 0 |
| JOHN PARKER | ||||||||||||||
| VP, COMMUNICATIONS | 182581 | 0 | 10000 | 0 | 569 | 0 | 19315 | 0 | 21044 | 0 | 233509 | 0 | 0 | 0 |
| ANITA DUCCA | ||||||||||||||
| VP, REGULATORY AFFAIRS | 171686 | 0 | 10000 | 0 | 2338 | 0 | 18267 | 0 | 10911 | 0 | 213202 | 0 | 0 | 0 |
| TED PEZZULLO | ||||||||||||||
| VP, ITSF | 170299 | 0 | 10500 | 0 | 806 | 0 | 18160 | 0 | 22778 | 0 | 222543 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PART I, LINE 1A: HDMA PAYS FOR JOHN GRAY'S CLUB MEMBERSHIP. THE TAXABLE AMOUNT IS INCLUDED IN HIS W-2. |
| PART I, LINE 4B | PART I, LINE 4B: CONTRIBUTIONS WERE MADE TO A 457(F) PLAN ON BEHALF OF JOHN GRAY IN THE AMOUNT OF $201,132. DURING 2012, JOHN GRAY RECEIVED A PAYOUT OF THE 457(F) ACCOUNT IN THE AMOUNT OF $1,126,312 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR HEALTHCARE SUPPLY CHAIN RESEARCH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | CHSCR IS A SUPPORTING ORGANIZATION FOR HDMA | Relationship |
| Description Of Transaction | HDMA PROVIDES A GRANT OF GENERAL SUPPORT TO CHSCR, AS WELL AS RECEIVED REIMBURSEMENT FROM CHSCR FOR CERTAIN EXPENSES. SEE SCHEDULE R FOR AMOUNTS. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| BRIEF DESCRIPTION OF THE ORGANIZATION'S MISSION | PART III, LINE 1 | MISSION STATEMENT PROTECT PATIENT SAFETY AND ACCESS TO MEDICINES THROUGH THE SAFE AND EFFICIENT DISTRIBUTION OF HEALTHCARE PRODUCTS AND SERVICES. CREATE AND EXCHANGE INDUSTRY KNOWLEDGE AND BEST PRACTICES TO ENHANCE THE VALUE OF THE HEALTHCARE SUPPLY CHAIN. ADVOCATE FOR STANDARDS, PUBLIC POLICIES AND BUSINESS PROCESSES THAT PRODUCE SAFE, INNOVATIVE AND COST-EFFECTIVE HEALTHCARE SOLUTIONS |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERSHIP SECTION 1. CLASSES OF MEMBERS. (A) ACTIVE MEMBERS. THE ACTIVE MEMBERSHIP OF THE ASSOCIATION CONSISTS OF FULL-SERVICE HEALTHCARE DISTRIBUTORS. TO BE ELIGIBLE FOR ACTIVE MEMBERSHIP, AN INDIVIDUAL OR BUSINESS ENTITY SHALL MEET ALL OF THE FOLLOWING CRITERIA: 1. IT MUST (I) SELL PREDOMINANTLY TO INDIVIDUALS AND BUSINESS ENTITIES THAT ARE PHARMACIES OR HEALTHCARE PROVIDERS NOT UNDER COMMON DIRECT OR INDIRECT OWNERSHIP WITH THE DISTRIBUTOR; AND (II) MAINTAIN AND OWN ADEQUATE LOCAL INVENTORIES CONSISTING PRIMARILY OF DRUG AND HEALTH-RELATED ITEMS PREDOMINANTLY PURCHASED DIRECTLY FROM MANUFACTURERS. 2. IT MUST OFFER CREDIT TO CUSTOMERS WHOSE FINANCIAL CONDITIONS WARRANT THE EXTENSION OF CREDIT. 3. IT MUST OFFER ON-GOING REGULAR SALES, CUSTOMER SERVICE, AND OTHER VALUE-ADDED SERVICES CUSTOMARILY OFFERED BY FULL-SERVICE HEALTHCARE DISTRIBUTORS. 4. IT MUST PROVIDE REASONABLE AND RELIABLE DELIVERY SERVICE. 5. ITS PRIMARY BUSINESS MUST BE LOCATED IN THE UNITED STATES. 6. IT MUST COMPLY WITH FEDERAL, STATE, AND LOCAL LAWS AND REGULATIONS OR, AS APPLICABLE, THE LAWS AND REGULATIONS OF THE UNITED STATES, AND MUST DEMONSTRATE THAT IT HAS RIGOROUS COMPLIANCE PROGRAMS IN PLACE, INCLUDING BEST PRACTICES TO ENSURE THE SAFETY AND SECURITY OF DRUG PRODUCTS. THIS INCLUDES THE REQUIREMENT THAT A DISTRIBUTOR LOCATED IN THE UNITED STATES OR ITS TERRITORIES HOLDS A VALID LICENSE UNDER THE PRESCRIPTION DRUG MARKETING ACT AND, IF APPROPRIATE, REGISTRATION WITH THE DRUG ENFORCEMENT ADMINISTRATION UNDER THE CONTROLLED SUBSTANCES ACT. 7. IT MUST PROMOTE THE OBJECTIVES OF THE ASSOCIATION, AND BE COMMITTED TO PARTICIPATE IN THE ASSOCIATION'S PROGRAMS AND ACTIVITIES. 8. IT MUST HAVE AN ESTABLISHED BUSINESS AS A FULL-SERVICE HEALTHCARE DISTRIBUTOR. (B) INTERNATIONAL MEMBERS. ANY INDIVIDUAL OR BUSINESS ENTITY ENGAGED IN THE DISTRIBUTION OF HEALTHCARE PRODUCTS IN A GEOGRAPHICAL TERRITORY OTHER THAN THAT DESCRIBED IN SECTION 1(A) (5) BUT OTHERWISE ELIGIBLE FOR ACTIVE MEMBERSHIP UNDER SECTION 1(A) MAY APPLY FOR INTERNATIONAL MEMBERSHIP. INTERNATIONAL MEMBERS SHALL ENJOY SUCH PRIVILEGES AND ENTITLEMENTS OF MEMBERSHIP AS THE BOARD OF DIRECTORS DEEMS APPROPRIATE FROM TIME TO TIME, BUT SHALL NOT BE ENTITLED TO VOTE UNDER ARTICLE IV, SECTION 4. (C) ASSOCIATE MEMBERS. ANY INDIVIDUAL OR BUSINESS ENTITY ENGAGED IN DEVELOPING, MANUFACTURING, OR LABELING OF HEALTHCARE, BEAUTY CARE, AND/OR CONSUMER PRODUCTS MAY APPLY FOR ASSOCIATE MEMBERSHIP. AN ASSOCIATE MEMBER SHALL COMPLY WITH FEDERAL, STATE, AND OTHER LAWS AND LOCAL LICENSING REGULATIONS, OR AS APPLICABLE, THE LAWS AND REGULATIONS OF THE COUNTRY IN WHICH THE MEMBER IS LOCATED. IN THE EVENT THAT A SUBSIDIARY, DIVISION, OR BRANCH OF AN ASSOCIATE MEMBER WISHES TO JOIN THE ASSOCIATION, A SEPARATE APPLICATION FOR MEMBERSHIP SHALL BE SUBMITTED FOR EACH SUCH SUBSIDIARY, DIVISION, OR BRANCH. A SEPARATE MEMBERSHIP SHALL BE MAINTAINED FOR EACH SUBSIDIARY, DIVISION, OR BRANCH THAT SEPARATELY MARKETS TO, SEPARATELY SHIPS TO, OR SEPARATELY INVOICES ACTIVE MEMBERS AND OTHER DISTRIBUTORS. AN ASSOCIATE MEMBER'S CORPORATE HEADQUARTERS MAY MAINTAIN AN ADDITIONAL MEMBERSHIP, SEPARATE FROM ITS OPERATING SUBSIDIARIES, DIVISIONS, OR BRANCHES, AT THE MINIMUM DUES LEVEL FOR THE ASSOCIATE MEMBER CATEGORY. ASSOCIATE MEMBERS SHALL ENJOY SUCH PRIVILEGES AND ENTITLEMENTS OF MEMBERSHIP AS THE BOARD OF DIRECTORS DEEMS APPROPRIATE FROM TIME TO TIME, BUT SHALL NOT BE ENTITLED TO VOTE UNDER ARTICLE IV, SECTION 4. (D) ALLIED MEMBERS. ANY INDIVIDUAL OR BUSINESS ENTITY, OTHER THAN DISTRIBUTORS NOT ELIGIBLE FOR ACTIVE MEMBERSHIP IN THE ASSOCIATION UNDER SECTION 1(A), ENGAGED IN PROVIDING SERVICES TO DISTRIBUTORS AND MANUFACTURERS RELATED TO THE BUSINESS OF HEALTHCARE, BEAUTY CARE, OR CONSUMER PRODUCTS THAT IS OTHERWISE INELIGIBLE FOR ACTIVE, INTERNATIONAL, OR ASSOCIATE MEMBERSHIP MAY APPLY FOR MEMBERSHIP AS AN ALLIED MEMBER. ALLIED MEMBERS SHALL ENJOY SUCH PRIVILEGES AND ENTITLEMENTS OF MEMBERSHIP AS THE BOARD OF DIRECTORS DEEMS APPROPRIATE FROM TIME TO TIME, BUT SHALL NOT BE ENTITLED TO VOTE UNDER ARTICLE IV, SECTION 4. | |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD OF DIRECTORS. (A) THE ASSOCIATION SHALL BE GOVERNED BY A BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL BE RESPONSIBLE FOR IDENTIFICATION AND DEVELOPMENT OF THE PRIORITIES, POLICIES, AND POSITIONS OF THE ASSOCIATION. (B) THE BOARD OF DIRECTORS SHALL BE COMPRISED OF A CORPORATE OFFICER OF EACH ACTIVE MEMBER THAT CHOOSES TO BE REPRESENTED ON THE BOARD OF DIRECTORS. EACH ACTIVE MEMBER CHOOSING TO BE REPRESENTED ON THE BOARD OF DIRECTORS SHALL DESIGNATE ITS QUALIFIED REPRESENTATIVE IN WRITING TO THE SECRETARY, TO SERVE UNTIL A QUALIFIED REPLACEMENT IS DESIGNATED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | INFORMATION NEEDED TO COMPLETE FORM 990 IS PULLED TOGETHER AND COMPILED BY THE EXECUTIVE VICE PRESIDENT & COO AND REVIEWED WITH HDMA'S AUDITING FIRM. HDMA'S CEO AND EVP & COO, REVIEW THE SIGNIFICANT FORM 990 INFORMATION AND MEET WITH THE TAX MANAGER FROM OUR AUDITING FIRM TO AGREE ON HOW TO ADDRESS ANY QUESTIONS OR CHANGES IN REQUIREMENTS. | |
| FORM 990, PART VI, SECTION B, LINE 12C | HDMA HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE POLICY. A CONFLICT OF INTEREST COMPLIANCE CERTIFICATION IS REQUIRED TO BE SIGNED BY BOTH BOARD MEMBERS AND STAFF ANNUALLY. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, HDMA'S CEO AND COO WILL DETERMINE WHAT RESTRICTIONS WILL BE IMPOSED ON THE PERSONS INVOLVED. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION SETTING PROCESS FOR HDMA CEO HDMA'S CEO HAS A FIVE-YEAR EMPLOYMENT CONTRACT. THIS AGREEMENT IS REVIEWED AND AGREED TO BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SIGNED BY THE CHAIRMAN OF THE BOARD. EACH YEAR, THE CHAIR AND VICE CHAIR OF THE BOARD REVIEW THE CEO'S PERFORMANCE, PREPARE A WRITTEN PERFORMANCE REVIEW AND DETERMINE THE AMOUNT OF ANY BONUS AND ANNUAL SALARY INCREASE. ANY COMPENSATION CHANGES ARE COMMUNICATED IN WRITING TO THE EXECUTIVE VICE PRESIDENT & COO FOR IMPLEMENTATION. IN SETTING THE CEO'S COMPENSATION, THE EXECUTIVE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND THE FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION SETTING PROCESS FOR OTHER HDMA KEY EMPLOYEES THE CEO, EVP & COO, AND THE SENIOR DIRECTOR OF HUMAN RESOURCES REVIEW ALL OTHER STAFF COMPENSATION AT THE END OF EACH CALENDAR YEAR. A WRITTEN PERFORMANCE APPRAISAL IS REQUIRED FOR EACH EMPLOYEE. THE OVERALL PERFORMANCE RATINGS FOR ALL EMPLOYEES ARE REVIEWED BY THE SENIOR MANAGEMENT TEAM TO ENSURE AS MUCH CONSISTENCY IN RATINGS ACROSS DEPARTMENTS AS POSSIBLE. EACH POSITION HAS A SALARY RANGE, WHICH IS UPDATED BY AN INDEPENDENT OUTSIDE CONSULTANT APPROXIMATELY EVERY THREE YEARS. THE CEO, EVP & COO, AND THE SENIOR DIRECTOR HUMAN RESOURCES ALSO LOOKS AT WHERE EMPLOYEES' COMPENSATION FALLS WITHIN THEIR SALARY RANGES (BASED UPON THE MOST RECENT JOB DESCRIPTIONS) AND MAKE RECOMMENDATIONS TO THE CEO ON ANY "PARITY" ADJUSTMENTS, ON A CASE-BY-CASE BASIS. IN ADDITION, ALL SUPERVISORS WHO REQUEST ANNUAL BONUSES FOR ANY OF THEIR EMPLOYEES MUST SUBMIT A WRITTEN PROPOSAL. THESE PROPOSALS ARE REVIEWED BY THE CEO, EVP & COO, AND THE SENIOR DIRECTOR OF HUMAN RESOURCES AND APPROVED BY THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THEY ARE NOT MADE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HDMA SERVICE CORPORATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 1000 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521191833 | EIN |
| Primary Activities | NO ACTIVITY/DORMANT | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Total Income | 0 | TotalIncome |
| EOY Assets | 0 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HDMA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR HEALTHCARE SUPPLY CHAIN RESEARCH | ||||||||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | 521225130 | RESEARCH AND EDUCATION | VA | 501(C)(3) | LINE 11B, II | HEALTHCARE DISTRIBUTION MANAGEMENT ASSOCIATION | 0 |
| HEALTHCARE DISTRIBUTION MANAGEMENT PAC | ||||||||||
| 901 NORTH GLEBE ROAD | ARLINGTON | VA | 22203 | 541559237 | POLITICAL | VA | 527 | HEALTHCARE DISTRIBUTION MANAGEMENT ASSOCIATION | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CENTER FOR HEALTHCARE SUPPLY CHAIN RESEARCH | ||
| B | 325000 | FMV |
| CENTER FOR HEALTHCARE SUPPLY CHAIN RESEARCH | ||
| Q | 150000 | FMV |