2024-11-14T17:26:46-06:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 753096397 HOME CARE ASSOCIATION OF AMERICA HOME 2025192960 444 N CAPITOL ST NW WASHINGTON DC 20001 JASON LEE CEO 2025192960 2024-11-14 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-10-15 13:58:12Z JASON LEE 444 N CAPITOL ST NW WASHINGTON DC 20001 2903785 0 X WWW.HCAOA.ORG X 2002 DC TO PROVIDE LEADERSHIP, REPRESENTATION AND EDUCATION FOR THE ADVANCEMENT OF NON-MEDICAL PRIVATE DUTY HOME CARE AND PROVIDE A STRONG UNIFIED VOICE TO SPEAK TO THE ISSUES OF CONCERN WITHIN THE PRIVATE DUTY HOME CARE INDUSTRY. 19 19 7 19 65096 0 1376600 0 975021 2903785 -11000 0 0 0 2340621 2903785 0 0 0 0 837982 1036222 0 0 0 1211641 1417470 2049623 2453692 290998 450093 1966411 2083585 1369313 1036394 597098 1047191 X TO PROVIDE LEADERSHIP, REPRESENTATION AND EDUCATION FOR THE ADVANCEMENT OF NON-MEDICAL PRIVATE DUTY HOME CARE AND PROVIDE A STRONG UNIFIED VOICE TO SPEAK TO THE ISSUES OF CONCERN WITHIN THE PRIVATE DUTY HOME CARE INDUSTRY. 0 0 ANNUAL MEETING AND EDUCATION: HCAOA HOSTS AN ANNUAL CONFERENCE ATTENDED BY 600+ MEMBERS AND NON-MEMBERS WHERE THE ASSOCIATION PROVIDES EDUCATIONAL SESSIONS, NETWORKING OPPORTUNITIES, ENGAGEMENT WITH VENDORS/EXHIBITORS, AND KEYNOTE SPEAKERS. LEADERSHIP AND GUIDANCE: HCAOA PROVIDES EDUCATIONAL AND NETWORKING OPPORTUNITIES ON THE FEDERAL AND STATE LEVEL, WHICH INCLUDES WEBINARS, IN-PERSON AND VIRTUAL STATE EVENTS, AND OTHER RESOURCES TO HELP ITS MEMBERS OPTIMIZE THEIR ORGANIZATIONS' OPERATIONS. ADVOCACY AND PUBLIC RELATIONS: HCAOA ADVOCATES IN SUPPORT OF FEDERAL POLICIES THAT PROMOTE AND ENHANCE THE HOME CARE INDUSTRY, WHICH INCLUDES TAX POLICY, IMMIGRATION POLICY, VETERANS AFFAIRS, MEDICARE, AND MEDICAID. HCAOA PROVIDES A VOICE ON BEHALF OF ITS MEMBERS AMONG FEDERAL AND STATE LEGISLATIVE BRANCHES AND THE RELEVANTAGENCIES/DEPARTMENTS. AFFINITY PROGRAM: THE REVENUE SHARE PROGRAM PROVIDES BENEFITS TO THE MEMBERS SUCH AS DISCOUNTS AND EXCLUSIVE MERCHANDISE. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 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 1 1 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 1 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 0 0 CA DC X JASON LEE 2025192960 444 N CAPITOL STREET NW 428 WASHINGTON DC 20001 JEFF WIBERG PRESIDENT 5.00 X X 0 0 0 MARGARET HAYNES VICE PRESIDENT 2.00 X X 0 0 0 MATTHEW KROLL TREASURER 2.00 X X 0 0 0 CHERYL STANTON CHAIR 4.00 X X 0 0 0 AARON STAPLETON SECRETARY 1.00 X X 0 0 0 EMMA DICKISON IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 JAKE BROWN AT-LARGE 1.00 X 0 0 0 VERONICA CHARLES AT-LARGE 1.00 X 0 0 0 ANDREA COHEN AT-LARGE 1.00 X 0 0 0 MICHAEL COCCARO AT-LARGE 1.00 X 0 0 0 JISELLA DOLAN AT-LARGE 1.00 X 0 0 0 DAN DRENNEN AT-LARGE 1.00 X 0 0 0 CHANI FELDMAN AT-LARGE 1.00 X 0 0 0 STEPHEN GREENWALD AT-LARGE 1.00 X 0 0 0 KUNU KAUSHAL AT-LARGE 1.00 X 0 0 0 SANDY MCCANN AT-LARGE 1.00 X 0 0 0 KERRI PENDLEY AT-LARGE 1.00 X 0 0 0 BRETT RINGOLD AT-LARGE 1.00 X 0 0 0 SARA WILSON AT-LARGE 1.00 X 0 0 0 VICKI HOAK CEO (UNTIL 10/23) 40.00 X 300128 0 7576 JASON LEE CEO (FROM 10/23) 40.00 X 250000 0 7576 JENNIFER BATTISTA COO 40.00 X 182248 0 7576 ERIC REINARMAN VP, GOVT. REL. 40.00 X 151101 0 7576 NICOLE REXER MARKETING & COMMS DIR.(FROM 07/23) 40.00 X 105999 0 7576 989476 0 37880 5 0 1 0 BUCHANAN INGERSOLL & ROONEY 1700 K ST NW 300 WASHINGTON DC 20006 LOBBYING 120000 1 MEMBERSHIP DUES 900099 1566436 1566436 ANNUAL MEETING AND EDU 611710 1169298 1169298 AFFINITY PROGRAM 900099 122299 57203 65096 CHAPTER ADVOCACY AND P 900099 45752 45752 2903785 2903785 2838689 65096 0 755104 190582 28459 4940 57137 38856 31282 496119 52674 14568 5391 15150 75508 394044 3181 CREDIT CARD FEES 98142 CHAPTER CATERING 52712 IT & PHONE SERVICES 41365 DRYAGE SERVICE 29722 68756 2453692 1317025 1657362 643669 421082 4824 4101 7350 6457 893 893 0 147 1966411 2083585 147970 77783 1083622 958611 137721 1369313 1036394 X 597098 1047191 597098 1047191 1966411 2083585 450093 0 X 0 0 0 0 0 1 1566436 535000 535000 480729 54271 7350 6457 893 893 X 1 0 0 VICKI HOAK CEO (UNTIL 10/23) 275000 0 0 0 25128 0 0 0 7576 0 307704 0 0 0 JASON LEE CEO (FROM 10/23) 250000 0 0 0 0 0 0 0 7576 0 257576 0 0 0 JENNIFER BATTISTA COO 182248 0 0 0 0 0 0 0 7576 0 189824 0 0 0 ERIC REINARMAN VP, GOVT. REL. 151101 0 0 0 0 0 0 0 7576 0 158677 0 0 0 PART I, LINE 4A VICKI HOAK, CEO, RECEIVED THE SEVERANCE PAYMENT OF $25,128 DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE REVISED AND UPDATED. THESE CHANGES WERE APPROVED IN OCTOBER 2023. FORM 990, PART VI, SECTION A, LINE 6 HCAOA HAS A MEMBERSHIP COMPOSED UP FRANCHISES AND INDEPENDENT AGENCIES, AS WELL AS INDUSTRY VENDORS WHO ARE ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO VOTE ON BOARD MEMBERS WHEN THERE ARE VACANCIES. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED AND FILED FORM 990 IS SHARED WITH THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C HCAOA'S CONFLICT OF INTEREST POLICY IS DISSEMINATED ANNUALLY TO ALL MEMBERS OF HCAOA'S GOVERNING BODY AND OFFICERS. EACH DIRECTOR AND OFFICER IS REQUIRED TO AFFIRM IN WRITING THAT HE/SHE HAS READ THE CONFLICT OF INTEREST POLICY AND AGREES TO DISCLOSE CURRENT OR POTENTIAL CONFLICTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 15A HCAOA'S EXECUTIVE COMMITTEE REVIEWS SALARY DATA OF COMPARABLE POSITIONS IN SIMILAR ORGANIZATIONS AS WELL AS SALARY SURVEYS, FORMS 990, AND OTHER EMPLOYEE COMPENSATION AND BENEFIT DATA AND APPROVES THE COMPENSATION OF HCAOA'S CEO AND EMPLOYEES. HCAOA'S EXECUTIVE COMMITTEE IS COMPRISED OF REPRESENTATIVES OF MEMBER COMPANIES AND ARE INDEPENDENT OF ANY PAID STAFF. THE MOST RECENT SALARY REVIEW WAS CONDUCTED IN SEPTEMBER 2023. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.