2024-11-15T13:32:31-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 840617736 NATIONAL ASSOCIATION FOR HOME CARE & HOSPICE NATI 2025477424 228 SEVENTH STREET SE WASHINGTON DC 20003 WILLIAM A DOMBI PRESIDENT 2025477424 2024-11-14 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-11-14 2023 2024-10-15 13:58:12Z WILLIAM A DOMBI 228 SEVENTH STREET SE WASHINGTON DC 20003 9992260 0 X WWW.NAHC.ORG X 1981 DC THE ASSOCIATION REPRESENTS THE INTERESTS OF HOME HEALTH AGENCIES, HOSPICES, AND ORGANIZATIONS. 16 16 28 16 340826 102703 65129 65655 9881430 9337871 130935 186158 342596 388366 10420090 9978050 0 0 0 0 4289632 4683246 0 0 0 5323190 6054274 9612822 10737520 807268 -759470 12417027 11886121 4200177 4027052 8216850 7859069 THE ASSOCIATION REPRESENTS THE INTERESTS OF HOME HEALTH AGENCIES, HOSPICES, AND THE HOME HEALTH AIDE ORGANIZATIONS. 0 0 ANNUAL MEETING: ATTENDEES HAVE A UNIQUE OPPORTUNITY TO NETWORK WITH THEIR PEERS FROM AROUND THE U.S. AND THE WORLD, HEAR PREEMINENT PROFESSIONAL SPEAKERS, AND PARTICIPATE IN CUTTING EDGE EDUCATIONAL PROGRAMS. AFFILIATE ACTIVITIES: THE ASSOCIATION REPRESENTS THE INTERESTS OF ITS MEMBERS BEFORE CONGRESS, THE REGULATORY AGENCIES, THE COURTS, GENERAL PUBLIC, AND MEDIA. MEMBER SERVICES: THE ASSOCIATION PROVIDES MEMBERSHIP WITH A VARIETY OF SERVICES INCLUDING INFORMATION ON CURRENT INFORMATION ON LEGISLATION, LITIGATION, NEWS AFFECTING THE INDUSTRY, MEETINGS WITH OTHER MEMBERS IN THE INDUSTRY, AND VARIOUS OTHER RESOURCES. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 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 1 1 0 0 1 26 0 28 1 1 1 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 0 1 1 0 X X WILLIAM DOMBI 2025477424 228 SEVENTH STREET SE WASHINGTON DC 20003 KENNETH ALBERT CHAIRMAN 5.00 X X 0 0 0 SUSAN PONDER-STANSEL DIRECTOR 1.00 X 0 0 0 TONYA GRAY DIRECTOR 1.00 X 0 0 0 MARCYLLE COMBS DIRECTOR 1.00 X 0 0 0 DAVID CAUSBY DIRECTOR 1.00 X 0 0 0 SARA RATCLIFFE DIRECTOR 1.00 X 0 0 0 MELISSA JEREMIAH DIRECTOR 1.00 X 0 0 0 WILLIAM SIMIONE III DIRECTOR 1.00 0.10 X 0 0 0 BETH SLEPIAN DIRECTOR 1.00 X 0 0 0 MARY MYERS PAST CHAIR, EX-OFFICIO 1.00 X 0 0 0 JASON BRING DIRECTOR 1.00 0.10 X 0 0 0 KATHLEEN SULLIVAN DIRECTOR 1.00 0.10 X 0 0 0 DAVID TOTARO DIRECTOR 1.00 X 0 0 0 JOHN OLAJIDE DIRECTOR 1.00 X 0 0 0 SHELDON RETCHIN DIRECTOR 1.00 X 0 0 0 JENNIFER SHEETS DIRECTOR 1.00 X 0 0 0 WILLIAM A DOMBI ESQ PRESIDENT 40.00 0.50 X 620390 0 52814 ANDREA DEVOTI EXECUTIVE VICE PRESIDENT 40.00 X 280163 0 30471 THERESA M FORSTER VP, HOSPICE POLICY 40.00 X 260954 0 17215 MARY K CARR VP, REGULATORY AFFAIRS 40.00 X 166742 0 25584 BELVIN S BAUM SR DIRECTOR OF MEETINGS 40.00 X 134289 0 22046 CALVIN F MCDANIEL DIRECTOR OF GOVERNMENT AFF 40.00 X 137243 0 13664 KATHLEEN WEHRI DIRECTOR OF HOME CARE & HO 40.00 X 159687 0 33515 LISA RACKSTRAW DIRECTOR OF MEMBERSHIP 40.00 X 119617 0 11986 1879085 0 207295 18 0 1 0 CLIFTONLARSONALLEN 220 S 6TH ST STE 300 MINNEAPOLIS MN 55402 ACCOUNTING 394441 LIBERTY PARTNERS GROUP LLC 300 NEW JERSEY AVE WASHINGTON DC 20001 GOVT RELATIONS CONSULTING 302408 MCKINLEY ADVISORS 1227 25TH STREET NW STE 201 WASHINGTON DC 20037 CONSULTING 207375 KING & SPALDING LLP 1180 PEACHTREE ST NE 16TH FL ATLANTA GA 30309 LEGAL SERVICES 161510 TRANSCEND STRATEGY GROUP PO BOX 105 CURTICE OH 43412 CONSULTING 150000 9 65655 65655 MEMBERSHIP DUES 900099 6700164 6700164 MEETINGS & EXHIBITS 611430 2167618 2167618 SPONSORSHIPS 900099 313655 313655 ADVERTISING 541800 151314 151314 MISCELLANEOUS REVENUE 900099 5120 5120 9337871 186158 186158 124968 124968 277608 14210 263398 263398 189512 73886 9978050 9186557 340826 385012 X 1196365 2733054 120177 377762 255888 323340 422383 441600 31300 2001958 2381 184005 250036 233206 167474 1202156 46261 204533 107339 DUES & SUBSCRIPTIONS 252658 BANK FEES & BAD DEBT 122990 CONTRIBUTIONS/DONATIONS 38000 REPAIRS & MAINTENANCE 22654 10737520 2009833 775065 1317248 1350317 97473 291627 6828 5856 399563 472734 8174873 5329130 2911968 2845743 5607400 6136580 66714 8199 12417027 11886121 529205 639707 2187769 1996994 1483203 1390351 4200177 4027052 X 8216850 7859069 8216850 7859069 12417027 11886121 -759470 401689 0 X 0 0 0 0 0 0 6700164 441600 441600 1541038 -1099438 1109829 1109829 5618142 4044740 1573402 1446902 1284390 162512 2845743 X PART X, LINE 2: INCOME TAXES- NAHC PLUS IS NOT EXEMPT UNDER IRC SECTION 501 AND FILES FEDERAL AND STATE CORPORATE INCOME TAX RETURNS. IT IS CURRENTLY INACTIVE AND HAD NO TAXES PAYABLE FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. IT IS ORGANIZED AS A SUPPORTING ORGANIZATION TO NAHC. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION IS NOT A PRIVATE FOUNDATION. UNCERTAIN TAX POSITIONS- FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, NAHC HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 X X X 0 0 0 WILLIAM A DOMBI ESQ PRESIDENT 554727 0 65663 0 0 0 21366 0 31449 0 673205 0 0 0 ANDREA DEVOTI EXECUTIVE VICE PRESIDENT 280163 0 0 0 0 0 13659 0 16812 0 310634 0 0 0 THERESA M FORSTER VP, HOSPICE POLICY 260954 0 0 0 0 0 3817 0 13398 0 278169 0 0 0 KATHLEEN WEHRI DIRECTOR OF HOME CARE & HO 159687 0 0 0 0 0 6556 0 26958 0 193201 0 0 0 MARY K CARR VP, REGULATORY AFFAIRS 166742 0 0 0 0 0 8195 0 17389 0 192326 0 0 0 BELVIN S BAUM SR DIRECTOR OF MEETINGS 134289 0 0 0 0 0 6830 0 15217 0 156336 0 0 0 CALVIN F MCDANIEL DIRECTOR OF GOVERNMENT AFF 137243 0 0 0 0 0 6830 0 6834 0 150907 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS SIX CLASSES OF MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS INCLUDES DIRECTORS FOR SPECIFIC REGIONS AND SECTIONS. MEMBERS OF THE ASSOCIATION HAVE THE POWER TO ELECT A DIRECTOR FOR THEIR RESPECTIVE REGION OR SECTION FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS PROVIDED TO THE PRESIDENT WHO REVIEWS THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE NAHC GOVERNING DOCUMENTS AND NAHC CODE OF ETHICS REQUIRE INDIVIDUALS TO ABIDE BY THE BYLAWS, POLICIES, RULES, REQUIREMENTS, AND PROCEDURES OF NAHC, AND WILL NOT KNOWINGLY ENGAGE OR ASSIST IN ACTIVITIES INTENDED TO COMPROMISE THE INTEGRITY, REPUTATION, PROPERTY, AND/OR LEGAL RIGHTS OF THE ASSOCIATION. INDIVIDUALS, ACCOUNTABLE UNDER THIS POLICY, MUST IDENTIFY THOSE SITUATIONS WHERE THEY HAVE A CONFLICT OF INTEREST OR WHERE A REASONABLE PERSON MIGHT CONCLUDE THAT THEY HAD A CONFLICT OF INTEREST IN THE ACTIVITY IN WHICH THEY ARE PARTICIPATING OR ABOUT TO PARTICIPATE, USING THE NAHC CONFLICT OF INTEREST DISCLOSURE FORM. IT IS RECOGNIZED THAT BECAUSE OF THE NATURE OF SOME NAHC GROUPS ALL PARTICIPATING INDIVIDUALS MAY NOT KNOW AT THE OUTSET THAT THEY HAVE A CONFLICT OF INTEREST. IT IS INCUMBENT ON EACH INDIVIDUAL TO NOTIFY THE GROUP LEADER OR NAHC HEADQUARTERS AS SOON AS AN INDIVIDUAL LEARNS THAT THEY HAVE A CONFLICT OF INTEREST WITH THE ACTIVITY OF THE GROUP THEY ARE PARTICIPATING ON. THE CONFLICT OF INTEREST DISCLOSURE FORM, TO BE COMPLETED BY THE INDIVIDUAL PARTICIPATING ON A NAHC GROUP, WILL BE REVIEWED BY THE RESPONSIBLE GROUP LEADER FOR HIS/HER KNOWLEDGE AND UNDERSTANDING AND THEN FORWARDED TO THE NAHC HEADQUARTERS STAFF MEMBER WHO IS RESPONSIBLE FOR THE GROUP, OR IN THE CASE OF A BOARD SPONSORED GROUP, TO THE NAHC CHAIR. THE NAHC CHAIR AND NAHC PRESIDENT WILL REVIEW THE CONFLICT OF INTEREST DISCLOSURE FORMS OF ALL NAHC BOARD MEMBERS AND MEMBERS OF BOARD COMMITTEES, AND WILL BRING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE NAHC BOARD FOR RESOLUTION. THE NAHC CHAIR WILL REVIEW CONFLICT OF INTEREST DISCLOSURE FORM OF THE NAHC PRESIDENT AND WILL BRING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE NAHC BOARD FOR RESOLUTION. THE NAHC GOVERNANCE AND NOMINATING COMMITTEE WILL REVIEW CONFLICT OF INTEREST FORM OF THE NAHC CHAIR AND WILL BRING CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE NAHC BOARD FOR RESOLUTION. THE PRESIDENT OR EXECUTIVE VICE PRESIDENT WILL REVIEW THE CONFLICT OF INTEREST DISCLOSURE FORMS OF NAHC STAFF, AND BRING OCNFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST TO THE ATTENTION OF THE NAHC LEGAL COUNSEL FOR RESOLUTION AS NEEDED. THE NAHC PRESIDENT WILL REVIEW THE CONFLICT OF INTEREST QUESTIONAIRES OF THE EXECUTIVE VICE PRESIDENT AND RESOLVE ANY CONFLICTS OF INTEREST AND POSSIBLE CONFLICTS OF INTEREST. REMEDIAL ACTION FOR DISCLOSED CONFLICTS OR POSSIBLE CONFLICTS OF INTEREST MAY INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING. RECUSAL FROM ANY DECISION DEVELOPED BY THE GROUP, RECUSAL FROM THE PART OF THE PROCESS WHERE A CONFLICT EXISTS SUCH AS NOT REVIEWING A COMPETITOR'S PROPOSAL, REPLACEMENT ON THE GROUP, AND PARTICIPATION AS A SUBJECT MATTER EXPERT BUT NOT IN DISCUSSIONS OR DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING COMPENSATION FOR THE PRESIDENT, THE GOVERNING AND NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS A COMPENSATION ANALYSIS OF NOT-FOR-PROFIT LEADERS PREPARED BY THE AMERICAN RESEARCH COMPANY. FORM 990, PART VI, SECTION C, LINE 18 NAHC MAKES COPIES OF ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 NAHC'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEE/CONTRACTOR EXP. 2,001,958. 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