2012-04-13T12:33:09-05:00 2011-05-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-06-01 237333380 AMERICAN HEALTH LAWYERS ASSOCIATION INC AMER 2028331100 1620 EYE STREET NW 6TH FLOOR NO 600 WASHINGTON DC 20006 WAYNE MILLER 2028331100 2012-04-13 1 SUBRINA L WOOD 2022932200 2010 2016-02-24 21:20:13Z PETER M LEIBOLD 1620 EYE STREET NW 6TH FLOOR NO 600 WASHINGTON DC 20006 9997562 0 X WWW.HEALTHLAWYERS.ORG X 1973 DC LEADING HEALTH LAW TO EXCELLENCE THROUGH EDUCATION, INFORMATION AND DIALOGUE. ALSO SERVES AS PUBLIC RESOURCE. 27 27 50 750 427131 0 304436 577252 6430581 8364152 277880 301711 594125 650548 7607022 9893663 0 0 0 0 3537243 4087350 0 0 0 3507920 4973475 7045163 9060825 561859 832838 14158096 17296142 4276421 5119399 9881675 12176743 X SEE SCHEDULE O:LEADING HEALTH LAW TO EXCELLENCE THROUGH EDUCATION, INFORMATION AND DIALOGUE, THE AMERICAN HEALTH LAWYERS ASSOCIATION IS THE NATION'S LARGEST NONPARTISAN, 501(C)(3) EDUCATIONAL ORGANIZATION DEVOTED TO LEGAL ISSUES IN THE HEALTHCARE FIELD WITH MORE THAN 10,000 MEMBERS. CURRENTLY 38 STAFF MEMBERS ARE RESPONSIBLE FOR THE OPERATIONAL ACTIVITIES OF THE ORGANIZATION. 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.HEALTH LAWYERS 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. 0 0 2920558 3761684 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. 1057187 1447292 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 HEALTH LAWYERS FROM ACROSS THE COUNTRY. 771659 2857507 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. 575444 780025 PROFESSIONAL RESOURCES INCLUDE SALE OF PUBLICATIONS, SUBSCRIPTIONS, ETC. THAT EDUCATE HEALTH LAW PRACTITIONERS. 205797 74120 PUBLIC INTEREST PROGRAM - THROUGH ITS PUBLICINTEREST COMMITMENT, HEALTH LAWYERS SPONSORSNONPARTISAN DISCUSSIONS AND ANALYSES OF HEALTHPOLICY ISSUES THAT HAVE IMPORTANT LEGALIMPLICATIONS. 232525 313830 ALTERNATIVE DISPUTE RESOLUTION - HEALTH LAWYERSDEVELOPED THE ADR PROGRAM TORESPOND TO THE HEALTHCARE FIELD'S SEARCH FOR ANALTERNATIVE TO THE LONGDELAYS AND COSTS OF LITIGATION. 1013766 1167975 5763170 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 29 0 1 50 1 1 1 0 0 0 0 1 1 0 0 0 0 X 27 27 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC X AMERICAN HEALTH LAWYERS ASSOCIATION 2028331100 1620 EYE STREET NW 6TH FLOOR WASHINGTON DC 20006 RICHARD L SHACKELFORD 5.00 X X 0 0 0 ELIZABETH B CARDER-THOMPSON 5.00 X X 0 0 0 GERALD M GRIFFITH 5.00 X X 0 0 0 DINETIA M NEWMAN 5.00 X X 0 0 0 PETER LEIBOLD 45.00 X X 410029 0 67691 DAVID S CADE 3.00 X 0 0 0 KRISTEN B ROSATI 3.00 X 0 0 0 MICHAEL L SILHOL 3.00 X 0 0 0 PETER A PAVARINI 3.00 X 0 0 0 DENNIS M BARRY 2.00 X 0 0 0 KATHLEEN M BOOZANG 2.00 X 0 0 0 ROBERT G HOMCHICK 2.00 X 0 0 0 MARILYN LAMAR 2.00 X 0 0 0 LOIS CORNELL 2.00 X 0 0 0 ARTHUR N LERNER 2.00 X 0 0 0 BRIAN D GRADLE 2.00 X 0 0 0 JOHN E LYNCHESKI 2.00 X 0 0 0 MELISSA L MARKEY 2.00 X 0 0 0 CHARLENE L MCGINTY 2.00 X 0 0 0 MICHAEL F SCHAFF 2.00 X 0 0 0 BARBARA L MILTENBERGER 2.00 X 0 0 0 LEWIS MORRIS 2.00 X 0 0 0 EDWARD F SHAY 2.00 X 0 0 0 DINETIA M NEWMAN 2.00 X 0 0 0 LISA DIEHL VANDECAVEYE 2.00 X 0 0 0 JOHN R WASHLICK 2.00 X 0 0 0 TERESA A WILLIAMS 2.00 X 0 0 0 ERIC ZIMMERMAN 2.00 X 0 0 0 WAYNE MILLER 45.00 X 210798 0 30975 KERRY HOGGARD 45.00 X 157961 0 26044 TRINITA ROBINSON 45.00 X 149673 0 21629 CYNTHIA CONNER 45.00 X 148666 0 21546 ANNE HOOVER 45.00 X 141387 0 24032 THAD LURIE 45.00 X 124635 0 22587 WILLIAM HARVEY 45.00 X 100232 0 10361 1443381 0 224865 8 0 1 0 1620 EYE LLC 387 PARK AVE SOUTH 7TH FLOOR NEW YORK NY 10016 RENT 304798 CONFERENCE EDGE LLC 4120 BRIGHTON BLVD STE A40 DENVER CO 80216 EVENT MANAGEMENT 119516 2 32132 545120 34457 577252 CONFERENCES 900099 3267740 3267740 MEMBERSHIP DUES 900099 2857507 2857507 PRACTICE GROUPS 900099 1322106 1322106 WEBSITE & CONNECTIONS 541800 427131 427131 ADR SVC - DISPUTE RESO 611710 313830 313830 175838 175838 8364152 301711 301711 457035 457035 27250 32132 50928 -23678 -23678 245532 52971 192561 192561 MISCELLANEOUS 900099 24165 24165 PUBLIC INTEREST 900099 465 465 24630 9893663 8154212 427131 735068 919572 426886 492686 2423162 1118485 1304677 254825 130399 124426 282128 131516 150612 207663 107520 100143 235398 136646 98752 21924 21924 26549 26549 44257 44257 369182 169657 199525 2554 2554 602338 449897 152441 304225 8610 295615 515566 515566 217661 112655 105006 1882738 1787259 95479 206974 40800 166174 62560 7891 54669 PRINTING & MAILHOUSE 541345 504637 36708 PARKING 2972 0 2972 TAXES (OTHER THAN INCOM 119 119 ALLOCATION -62887 630312 -693199 9060825 5763170 3297655 0 490 490 2032966 2735212 233922 329541 402385 409607 3017139 2029666 866307 987473 10622026 12833819 14158096 17296142 877483 962508 3179970 3387713 218968 769178 4276421 5119399 X 9881675 12176743 9881675 12176743 14158096 17296142 X 832838 1462230 X X 0 1 1 X 0 X 3596763 3976459 4040265 3705432 3434759 18753678 5490018 5552045 4923266 3210126 5352296 24527751 9086781 9528504 8963531 6915558 8787055 43281429 0 0 0 43281429 779041 865909 808031 710733 758746 3922460 779041 865909 808031 710733 758746 3922460 32757 24630 57387 9865822 10394413 9771562 7659048 9570431 47261276 0.91580 0.91580 0.08300 0.08350 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: INCOME FROM ACTIVITIES NOT NORMALLY RECURRING 524952 57488 467464 2492187 1972178 520009 987473 DEFERRED RENT AND LEASE INCENTIVES 692504 DEFERRED COMPENSATION 76674 769178 9893663 9060825 832838 1462230 1462230 2295068 11459792 1462230 103899 1566129 9893663 0 9893663 9164724 103899 103899 9060825 0 9060825 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ASSOCIATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT PURPOSE ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A)(2) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ASSOCIATION MAY BE SUBJECT TO TAX ON ITS UNRELATED BUSINESS INCOME. THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. THE FISCAL YEARS ENDED JUNE 30, 2008 AND 2009, AND MAY 31, 2010 AND 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 52,971. SPECIAL EVENT EXPENSES 50,928. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 52,971. SPECIAL EVENT EXPENSES 50,928. LIVE AUCTION 55526 30726 24800 30726 18796 SILENT AUCTION 3856 1406 2450 1406 59382 32132 27250 1406 30726 18796 50928 -23678 X 1 1 X X X X X 0 1 0 0 0 0 0 1 0 PETER LEIBOLD 322417 0 56502 0 31110 0 73375 0 20520 0 503924 0 32127 0 WAYNE MILLER 201388 0 8500 0 910 0 20996 0 17104 0 248898 0 0 0 KERRY HOGGARD 151311 0 6200 0 450 0 16031 0 17583 0 191575 0 0 0 TRINITA ROBINSON 142217 0 6000 0 1456 0 14776 0 10116 0 174565 0 0 0 CYNTHIA CONNER 141430 0 6000 0 1236 0 14897 0 9208 0 172771 0 0 0 ANNE HOOVER 134833 0 6000 0 554 0 14813 0 21493 0 177693 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 4B AHLA CONTRIBUTES TO A FLEXIBLE PREMIUM VARIABLE LIFE INSURANCE POLICY FOR THE EXECUTIVE VICE PRESIDENT. THE AMOUNT FOR CALENDAR YEAR 2011 WAS $24,375. 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. X AUCTION ITEMS 104 34457 FMV 0 1 0 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 FINANCE COMMITTEE WILL REVIEW THE 990 IN DETAIL AND THE 990 WILL BE MADE AVAILABLE TO THE FULL BOARD TO REVIEW AT THEIR OPTION. 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. OTHER OFFICER AND KEY 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,462,230. FORM 990, PART XII, LINCE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. NUMBER OF VOLUNTEERS 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. FORM 990, PART III, LINE 1 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.