2022-04-15T13:14:40-05:00 2021-05-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-06-01 237333380 AMERICAN HEALTH LAW ASSOCIATION AMER 2028331100 1099 14TH NW STE 925 WASHINGTON DC 20005 DAVID S CADE CHIEF EXECUTIVE OFFICER 2028331100 2022-04-11 1 DAVID CADE 999009999 FREDERICK LONGWOOD P00439715 2022932200 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID S CADE 1099 14TH NW STE 925 WASHINGTON DC 20005 7939335 0 X HTTPS://WWW.AMERICANHEALTHLAW.ORG X 1973 DC THE AMERICAN HEALTH LAW ASSOCIATION IS THE NATION'S LARGEST, NONPARTISAN, 501(C)(3) EDUCATIONAL ORGANIZATION DEVOTED TO LEGAL ISSUES IN THE HEALTH CARE FIELD WITH MORE THAN 11,000 MEMBERS. 26 25 42 500 475252 10149 44736 112048 10354013 6878058 783026 397250 594408 514888 11776183 7902244 0 0 0 0 6120160 5775176 0 0 97558 6039028 4247929 12159188 10023105 -383005 -2120861 23049188 26361334 6423528 8361272 16625660 18000062 X THE MISSION OF THE AMERICAN HEALTH LAW ASSOCIATION IS TO PRODUCE THE HIGHEST QUALITY NON-PARTISAN EDUCATIONAL PROGRAMS, PRODUCTS, AND SERVICES CONCERNING HEALTH LAW ISSUES; PROVIDE A COLLEGIAL FORUM FOR INTERACTION AND INFORMATION EXCHANGE TO ENABLE ITS MEMBERS TO SERVE THEIR CLIENTS MORE EFFECTIVELY; AND TO SERVE AS A PUBLIC RESOURCE ON SELECTED HEALTHCARE LEGAL ISSUES. 0 0 1540857 2020459 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. 1673339 4105069 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 TO THE GENERAL PUBLIC. AHLA OFFERS TO ITS 12,000 MEMBERS FREE PUBLICATIONS ON VARIOUS HEALTH LAW RELATED TOPICS. 859315 136650 MARKETING AND COMMUNICATIONS INCLUDES OUTREACH TO MEMBERS AND THE BROADER HEALTH LAW COMMUNITY, CONNECTING AHLA'S EDUCATIONAL CONTENT WITH THE NEEDS OF THE PROFESSION. THIS OUTREACH INCLUDES CONNECTING AHLA'S COMMUNITY WITH THOUGHT LEADER ORGANIZATION THAT PROVIDE ANALYSIS, EDUCATION, SERVICES, AND SUPPORT AS MEMBERS NAVIGATE VARIOUS ISSUES THAT HAVE IMPORTANT LEGAL IMPLICATIONS. 612627 143392 DISTANCE LEARNING PROVIDES CONTINUING EDUCATION AND PROFESSIONAL DEVELOPMENT OFFERINGS IN A VIRTUAL ENVIRONMENT. DISTANCE LEARNING INCLUDES WEBINAR CONTENT FROM (PRACTICE GROUPS, PUBLIC INTEREST, YOUNG PROFESSIONALS COUNCIL, WOMEN'S LEADERSHIP, AND ALL OTHER DISTANCE LEARNING). 569349 541801 THE DISPUTE RESOLUTION SERVICE PROGRAM WAS DEVELOPED TO RESPOND TO THE HEALTHCARE FIELD'S SEARCH FOR AN ALTERNATIVE TO THE LONG DELAYS AND COSTS OF LITIGATION. 1181976 685193 5255487 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 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 0 0 0 1 125 0 1 42 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 25 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMERICAN HEALTH LAW ASSOCIATION 2028331100 1099 14TH NW STE 925 WASHINGTON DC 20005 S CRAIG HOLDEN PRESIDENT 5.00 0.00 X X 0 0 0 CYNTHIA Y REISZ PRESIDENT-ELECT 5.00 0.00 X X 0 0 0 THOMAS N SHORTER PRESIDENT-ELECT DESIGNATE 5.00 0.00 X X 0 0 0 ROBERT R NICCOLINI PAST PRESIDENT 3.00 0.00 X X 0 0 0 MARILYN LAMAR PAST PRESIDENT (THRU 6/20) 3.00 0.00 X X 0 0 0 MARK A BONANNO DIRECTOR 2.00 0.00 X 0 0 0 SARALISA C BRAU DIRECTOR (AS OF 6/20) 2.00 0.00 X 0 0 0 DAWN R CRUMEL DIRECTOR (THRU 6/20) 2.00 0.00 X 0 0 0 GREGORY E DEMSKE DIRECTOR 2.00 0.00 X 0 0 0 KIRK L DOBBINS DIRECTOR 2.00 0.00 X 0 0 0 TODD M EBERSOLE DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER L EVANS DIRECTOR 2.00 0.00 X 0 0 0 JAMES F FLYNN DIRECTOR 2.00 0.00 X 0 0 0 ROBERT ANDREW GERBERRY DIRECTOR 2.00 0.00 X 0 0 0 ANNE W HANCE DIRECTOR 2.00 0.00 X 0 0 0 LINDSAY P HOLMES DIRECTOR (AS OF 6/20) 2.00 0.00 X 0 0 0 MARYAM KHOTANI DIRECTOR (THRU 5/21) 2.00 0.00 X 0 0 0 MARK S KOPSON DIRECTOR 2.00 0.00 X 0 0 0 JOANNE R LAX DIRECTOR 2.00 0.00 X 0 0 0 AMY LEOPARD DIRECTOR 2.00 0.00 X 0 0 0 KIM HARVEY LOONEY DIRECTOR 2.00 0.00 X 0 0 0 RACHEL D LUDWIG DIRECTOR (THRU 6/20) 2.00 0.00 X 0 0 0 ARI J MARKENSON DIRECTOR (AS OF 6/20) 2.00 0.00 X 0 0 0 PATRICIA A MARKUS DIRECTOR 2.00 0.00 X 0 0 0 HAL MCCARD DIRECTOR 2.00 0.00 X 0 0 0 LINDA S MORONEY DIRECTOR 2.00 0.00 X 0 0 0 ASHA B SCIELZO DIRECTOR 2.00 0.00 X 0 0 0 SUZANNE J SCRUTTON DIRECTOR (AS OF 6/20) 2.00 0.00 X 0 0 0 GELVINA L STEVENSON DIRECTOR 2.00 0.00 X 0 0 0 CHRISTINE L WHITE DIRECTOR 2.00 0.00 X 0 0 0 DAVID S CADE EXECUTIVE VICE PRESIDENT/CEO 40.00 0.00 X X 537131 0 44551 FELICIA DILLARD CFO 40.00 0.00 X 176720 0 39630 KERRY HOGGARD VICE PRESIDENT OF MEMBERSHIP 40.00 0.00 X 222037 0 48244 ANNE HOOVER VICE PRESIDENT OF PROGRAMS 40.00 0.00 X 205604 0 42864 ROBERT ANDERSON SENIOR DIRECTOR OF PUBLISHING 40.00 0.00 X 163281 0 18373 STEFAN BRADHAM SENIOR DIRECTOR OF MARKETING AND COMMUNICATIONS 40.00 0.00 X 159785 0 22216 KARA CARTWRIGHT DIRECTOR OF NON-MEMBER PUBLICATIONS 40.00 0.00 X 124803 0 13117 MAUREEN DUBOIS SENIOR DIRECTOR OF HR 40.00 0.00 X 124317 0 25130 VALERIE ESHLEMAN DIRECTOR OF SPONSORSHIP 40.00 0.00 X 122586 0 35434 1836264 0 289559 18 0 1 0 DELCOR TECHNOLOGY SOLUTIONS INC 8380 COLESVILLE ROAD STE 550 SILVER SPRING MD 20910 TECHNOLOGY SERVICE 650208 BLUEMODUS INC 1641 CALIFORNIA ST DENVER CO 80202 TECHNOLOGY SERVICE 426926 PROTECH ASSOCIATES INC 5457 TWIN KNOLLS RD COLUMBIA MD 21045 TECHNOLOGY SERVICE 405596 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING AND MAILHOUSE SERVICE 148359 ASSOCIATIONWIRE LLC 11654 PLAZA AMERICA DR 611 RESTON VA 20190 TECHNOLOGY SERVICE 134490 5 112048 241 112048 MEMBERSHIP DUES 900099 3532201 3532201 CONFERENCES 900099 2016459 2016459 DISPUTE RESOLUTION SVC 611710 541801 541801 PUBLISHING 900099 388386 182513 205873 WEBSITE & PUBLICATIONS 541800 269379 269379 129832 129832 6878058 397250 397250 482666 482666 69313 37091 32222 32222 7902244 6435028 475252 879916 X 1328388 744511 565832 18045 3388680 1898260 1444580 45840 331249 187273 139335 4641 402523 225130 171817 5576 324336 181602 138239 4495 6496 6496 48607 48607 91225 91225 1978361 795303 1182100 958 131605 97520 34085 285984 59636 219912 6436 447706 22493 425213 451129 451129 22349 15736 6613 429697 429697 8000 8000 140299 9160 131139 79408 79408 PRINTING/POSTAGE/MAILHO 114988 107592 7396 MISCELLANEOUS 16247 881 15366 UBI TAX 2197 2197 ALLOCATION -6369 480693 -498629 11567 10023105 5255487 4670060 97558 530 530 569096 1325788 24091 21289 700850 231169 473250 266878 1940977 483150 524826 1457827 19956545 23057827 800000 26 23049188 26361334 3375617 3796597 2226145 2233672 821766 2331003 6423528 8361272 X 16601569 17975971 24091 24091 16625660 18000062 23049188 26361334 -2120861 3495263 0 X X 0 1 X 1 0 X 181054 140481 69873 44736 112048 548192 10145484 10452948 10113923 9807450 6472119 46991924 10326538 10593429 10183796 9852186 6584167 47540116 48468 51934 25672 23400 29838 179312 0 48468 51934 25672 23400 29838 179312 47360804 762060 808000 964324 1157038 879910 4571332 762060 808000 964324 1157038 879910 4571332 30129 8692 8993 222433 270247 2812 4446 11759 19017 11091410 11436004 11156812 11029976 7686510 52400712 0.90380 0.91160 0.08720 0.08180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 2,812. 2017 AMOUNT: $ 4,446. 2019 AMOUNT: $ 11,759. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1162472 78076 1084396 15328 10889 4439 763177 394185 368992 1457827 DEFERRED RENT AND LEASE INCENTIVES 1531003 PPP LOAN 800000 2331003 11253467 3495263 -89906 3405357 7848110 91225 -37091 54134 7902244 9879066 37091 37091 9841975 91225 89906 181131 10023106 PART XI, LINE 2D - OTHER ADJUSTMENTS: ADVERTISING COMMISSIONS RECLASSED TO EXPENSE -89,906. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -37,091. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 37,091. PART XII, LINE 4B - OTHER ADJUSTMENTS: ADVERTISING COMMISSIONS RECLASSED TO EXPENSE 89,906. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID S CADE EXECUTIVE VICE PRESIDENT/CEO 426057 0 108500 0 2574 0 28000 0 19791 0 584922 0 0 0 KERRY HOGGARD VICE PRESIDENT OF MEMBERSHIP 197272 0 23000 0 1765 0 22654 0 28574 0 273265 0 0 0 ANNE HOOVER VICE PRESIDENT OF PROGRAMS 192869 0 11000 0 1735 0 21375 0 24390 0 251369 0 0 0 FELICIA DILLARD CFO 158024 0 17200 0 1496 0 17690 0 24422 0 218832 0 0 0 STEFAN BRADHAM SENIOR DIRECTOR OF MARKETING AND COM 141029 0 18500 0 256 0 16017 0 8292 0 184094 0 0 0 ROBERT ANDERSON SENIOR DIRECTOR OF PUBLISHING 154888 0 7000 0 1393 0 5393 0 15316 0 183990 0 0 0 VALERIE ESHLEMAN DIRECTOR OF SPONSORSHIP 115219 0 7000 0 367 0 13284 0 24002 0 159872 0 0 0 MAUREEN DUBOIS SENIOR DIRECTOR OF HR 108246 0 15850 0 221 0 12384 0 14454 0 151155 0 0 0 PART I, LINE 1A ROBERT ANDERSON, MAUREEN DUBOIS AND VALERIE ESHLEMAN RECEIVED A REIMBURSEMENT FOR HEALTH CLUB DUES. THE REIMBURSEMENT OF HEALTH CLUB DUES IS INCLUDED IN TAXABLE COMPENSATION. 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. FORM 990, PART I, LINE 6 SUBSTANTIALLY ALL OF THE EDUCATIONAL CONTENT AT IN-PERSON SEMINARS AND WEBINARS IS PROVIDED BY MEMBERS OF AHLA WHO VOLUNTEER THEIR TIME. MEMBERS ALSO VOLUNTEER A SUBSTANTIAL AMOUNT OF TIME TO PRODUCE WRITTEN EDUCATIONAL CONTENT FOR AHLA. BECAUSE MEMBERS WORK INDEPENDENTLY AND GENERALLY NOT ON-SITE AT AHLA OFFICES, AHLA IS UNABLE TO ESTIMATE THE EXACT HOURS OF VOLUNTEER TIME. FORM 990, PART VI, SECTION A, LINE 1 AHLA HAS AN EXECUTIVE COMMITTEE. THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO EXERCISE THE POWERS OF THE BOARD OF DIRECTORS, SUBJECT TO LIMITATIONS SPECIFIED IN BYLAWS, WHEN THE BOARD CANNOT BE CONVENED PURSUANT TO THE BYLAWS. THE MEMBERS OF THE EXECUTIVE COMMITTEE INCLUDE THE PRESIDENT, WHO SHALL SERVE AS ITS CHAIR, PRESIDENT-ELECT, PRESIDENT-ELECT DESIGNATE, CHAIR OF THE EDUCATION COMMITTEE, THE CHAIR OF THE GOVERNANCE COMMITTEE, THE CHAIR OF THE MEMBERSHIP DIVERSITY+INCLUSION COMMITTEE, THE CHAIR OF THE PRACTICE GROUPS AND SPECIAL COUNCILS COMMITTEE, AND THE IMMEDIATE PAST PRESIDENT AS AN EX OFFICIO NON-VOTING MEMBER. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE 2 CLASSES OF MEMBERSHIP: VOTING OR REGULAR MEMBERSHIP, AND HONORARY OR NON-VOTING MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND THE OUTSIDE ACCOUNTING FIRM REVIEW THE FORMS 990 AND 990-T. THE RETURN IS THEN SUBMITTED TO THE FINANCE COMMITTEE FOR ITS REVIEW. PRIOR TO SIGNING BY THE CEO, THE RETURN IS MADE AVAILABLE TO THE BOARD AND THEN ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS AND AHLA STAFF COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT. UNDER THE CONFLICT OF INTEREST POLICY, THE GOVERNANCE COMMITTEE IS CHARGED WITH ANNUALLY REVIEWING RESPONSES TO CONFLICT OF INTEREST QUESTIONNAIRE AND POTENTIAL CONFLICTS OF INTEREST. THE BOARD FOLLOWS PROCEDURES SET OUT IN THE CONFLICT OF INTEREST POLICY TO ASSURE THAT THE POLICY IS FOLLOWED AND THAT ANY CONFLICT TRANSACTIONS ARE REVIEWED AND APPROVED IN ACCORDANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD WITH COMPARABLE COMPENSATION OF OTHER HEALTHCARE AND LEGAL ASSOCIATION CEOS GATHERED FOR SUPPORT AND ANALYZED BY AN INDEPENDENT CONSULTANT. OTHER OFFICERS 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. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 795,303. MANAGEMENT AND GENERAL EXPENSES 1,182,100. FUNDRAISING EXPENSES 958. TOTAL EXPENSES 1,978,361. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.