2021-05-11T12:57:02-05:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 522261594 AMERICAN SENIORS HOUSING ASSOCIATION INC AMER 2028855560 5225 WISCONSIN AVE NW NO 502 WASHINGTON DC 20015 DAVID SCHLESS PRESIDENT 2028855560 2021-05-11 1 DAVID SCHLESS 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID SCHLESS 5225 WISCONSIN AVE NW NO 502 WASHINGTON DC 20015 4115767 0 X WWW.SENIORSHOUSING.ORG X 2000 DC SEE PART III, LINE 1. 137 136 6 150 0 0 529000 422000 3020788 3564558 123827 92516 17269 36693 3690884 4115767 0 0 0 0 1348144 1403443 0 0 0 2647165 2655791 3995309 4059234 -304425 56533 7497317 7450374 2352960 2220418 5144357 5229956 X TO ADDRESS UNIQUE CHALLENGES OF HOUSING THE NATION'S GROWING POPULATION OF OLDER ADULTS. THE ASSOCIATION PROVIDES LEADERSHIP FOR THE SENIORS HOUSING INDUSTRY ON LEGISLATIVE AND REGULATORY MATTERS AND PROMOTES RESEARCH AND EDUCATION OF CONSUMERS ABOUT THE MERITS OF SENIOR LIVING COMMUNITIES. 0 0 INDUSTRY AFFAIRS: ASHA COLLECTS AND DISSEMINATES A WEALTH OF DATA AND INFORMATION ABOUT THE FULL SPECTRUM OF SENIORS HOUSING PROPERTY TYPES, INCLUDING INFORMATION ABOUT SENIOR CONSUMERS AND THOSE EMPLOYED BY SENIORS HOUSING ORGANIZATIONS. GOVERNMENT AFFAIRS: ASHA IS FOCUSED ON REPRESENTING THE INTERESTS OF COMPANIES THAT DEVELOP, FINANCE, AND OPERATE SENIORS HOUSING. ASHA'S ACTIVE ADVOCACY PARTICIPATION RELATES PRIMARILY TO FEDERAL MATTERS, THOUGH THE ASSOCIATION CAREFULLY MONITORS STATE POLICY AND, AT TIMES, INVOLVES ITSELF IN STATE-RELATED ADVOCACY. MEETINGS: ASHA MEMBERS CAN PARTICIPATE IN MEETINGS THAT ARE HELD IN THE WINTER AND SUMMER; A SPECIAL MEETING IS HELD FOR THE ASSOCIATION'S EXECUTIVE BOARD EACH FALL. MEMBER SERVICES 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 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 1 23 0 1 6 1 0 0 0 0 1 1 0 0 0 X 137 136 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID SCHLESS 2028855560 5225 WISCONSIN AVENUE NW SUITE 502 WASHINGTON DC 20015 DAVID S SCHLESS PRESIDENT 37.50 X X 614602 0 78932 DOUGLAS S SCHIFFER CHAIRMAN 1.50 X X 0 0 0 JERROLD H FRUMM VICE-CHAIRMAN 1.50 X X 0 0 0 RICHARD J HUTCHINSON PAC CHAIR 1.50 X X 0 0 0 KATHRYN A SWEENEY TREASURER 1.50 X X 0 0 0 LYNNE KATZMANN SECRETARY 1.50 X X 0 0 0 DAVID A REEVE BOARD MEMBER 0.50 X 0 0 0 KRIS ENGSKOV BOARD MEMBER 0.50 X 0 0 0 ANTHONY C CROOKS BOARD MEMBER 0.50 X 0 0 0 CHARLES E TREFZGER JR BOARD MEMBER 0.50 X 0 0 0 SCOTT ROSSBACH BOARD MEMBER 0.50 X 0 0 0 DANNY PROSKY BOARD MEMBER 0.50 X 0 0 0 DALE WATCHOWSKI BOARD MEMBER 0.50 X 0 0 0 ROBERT IAN EZER BOARD MEMBER 0.50 X 0 0 0 DANIEL KWON BOARD MEMBER 0.50 X 0 0 0 KELLY Q SHEEHY BOARD MEMBER 0.50 X 0 0 0 EDWARD T YARISH BOARD MEMBER 0.50 X 0 0 0 NICOLETTE REILLY BOARD MEMBER 0.50 X 0 0 0 THOMAS H GRAPE BOARD MEMBER 0.50 X 0 0 0 MATTHEW F WHITLOCK BOARD MEMBER 0.50 X 0 0 0 JOE EBY BOARD MEMBER 0.50 X 0 0 0 JACOB D GEHL BOARD MEMBER 0.50 X 0 0 0 IMRAN JAVAID BOARD MEMBER 0.50 X 0 0 0 PHILLIP M ANDERSON JR BOARD MEMBER 0.50 X 0 0 0 JAMES D GRAY BOARD MEMBER 0.50 X 0 0 0 DOUG DOLLENBERG JR BOARD MEMBER 0.50 X 0 0 0 CHRISTIAN MAINGOT BOARD MEMBER 0.50 X 0 0 0 BEN BURKE BOARD MEMBER 0.50 X 0 0 0 KENNETH R ASSIRAN BOARD MEMBER 0.50 X 0 0 0 MARK BULTMAN BOARD MEMBER 0.50 X 0 0 0 JAMES SEYMOUR BOARD MEMBER 0.50 X 0 0 0 SCOTT STEWART BOARD MEMBER 0.50 X 0 0 0 ARON WILL BOARD MEMBER 0.50 X 0 0 0 MICHAEL J DAMONE BOARD MEMBER 0.50 X 0 0 0 JOHN P RIJOS BOARD MEMBER 0.50 X 0 0 0 DANIELLE MORGAN BOARD MEMBER 0.50 X 0 0 0 SARAH NIXON BOARD MEMBER 0.50 X 0 0 0 RON JEANNEAULT BOARD MEMBER 0.50 X 0 0 0 JOHN REINSMA BOARD MEMBER 0.50 X 0 0 0 PETER E PICKETTE BOARD MEMBER 0.50 X 0 0 0 JENNIFER FRANCIS BOARD MEMBER 0.50 X 0 0 0 SUSAN V KAYSER BOARD MEMBER 0.50 X 0 0 0 KAI HSIAO BOARD MEMBER 0.50 X 0 0 0 JAN BURMAN BOARD MEMBER 0.50 X 0 0 0 JACK CALLISON BOARD MEMBER 0.50 X 0 0 0 TODD HUDGINS BOARD MEMBER 0.50 X 0 0 0 ALAN BUTLER BOARD MEMBER 0.50 X 0 0 0 BRIAN DOWD BOARD MEMBER 0.50 X 0 0 0 ROOSEVELT DAVIS BOARD MEMBER 0.50 X 0 0 0 KATHERINE E POTTER BOARD MEMBER 0.50 X 0 0 0 ARNOLD M WHITMAN BOARD MEMBER 0.50 X 0 0 0 JOHN FOSTER BOARD MEMBER 0.50 X 0 0 0 STEVEN SCHMIDT BOARD MEMBER 0.50 X 0 0 0 GREG RODERICK BOARD MEMBER 0.50 X 0 0 0 DAVID A SMITH BOARD MEMBER 0.50 X 0 0 0 JIM PUSATERI BOARD MEMBER 0.50 X 0 0 0 RICHARD A THOMAS BOARD MEMBER 0.50 X 0 0 0 MITCH BROWN BOARD MEMBER 0.50 X 0 0 0 CARY TREMPER BOARD MEMBER 0.50 X 0 0 0 PAUL A GORDON BOARD MEMBER 0.50 X 0 0 0 SARABETH HANSON BOARD MEMBER 0.50 X 0 0 0 TERRY HOWARD BOARD MEMBER 0.50 X 0 0 0 MICHAEL E GORDON BOARD MEMBER 0.50 X 0 0 0 DUSTIN WARNER BOARD MEMBER 0.50 X 0 0 0 CURTIS BRODY BOARD MEMBER 0.50 X 0 0 0 SCOTT M BRINKER BOARD MEMBER 0.50 X 0 0 0 ALAN C PLUSH BOARD MEMBER 0.50 X 0 0 0 R JEFFREY SANDS BOARD MEMBER 0.50 X 0 0 0 MATTHEW RYAN BOARD MEMBER 0.50 X 0 0 0 DAVID S PASSERO BOARD MEMBER 0.50 X 0 0 0 BRIAN GOOD BOARD MEMBER 0.50 X 0 0 0 TED FLAGG BOARD MEMBER 0.50 X 0 0 0 BRADLEY E DUBIN BOARD MEMBER 0.50 X 0 0 0 MAX G NEWLAND BOARD MEMBER 0.50 X 0 0 0 TIFFANY TOMASSO BOARD MEMBER 0.50 X 0 0 0 KEVIN P MURRAY BOARD MEMBER 0.50 X 0 0 0 ANDREW S KOBLBERG BOARD MEMBER 0.50 X 0 0 0 MICHAEL A STOLLER BOARD MEMBER 0.50 X 0 0 0 JOEL NELSON BOARD MEMBER 0.50 X 0 0 0 WILL PURVIS BOARD MEMBER 0.50 X 0 0 0 JESSE JANTZEN BOARD MEMBER 0.50 X 0 0 0 ERIC SMITH BOARD MEMBER 0.50 X 0 0 0 THILO D BEST BOARD MEMBER 0.50 X 0 0 0 WENDY SIMPSON BOARD MEMBER 0.50 X 0 0 0 AARON BECKER BOARD MEMBER 0.50 X 0 0 0 MATTHEW PIPITONE BOARD MEMBER 0.50 X 0 0 0 KATHERINE STEWART BOARD MEMBER 0.50 X 0 0 0 MARY G LEARY BOARD MEMBER 0.50 X 0 0 0 JEFF FISCHER BOARD MEMBER 0.50 X 0 0 0 KEVIN MCMEEN BOARD MEMBER 0.50 X 0 0 0 ERIC MENDELSOHN BOARD MEMBER 0.50 X 0 0 0 SUSAN GIVENS BOARD MEMBER 0.50 X 0 0 0 VIKAS GUPTA BOARD MEMBER 0.50 X 0 0 0 DAN B MADSEN BOARD MEMBER 0.50 X 0 0 0 JEROME E FINIS BOARD MEMBER 0.50 X 0 0 0 STEVE BLAZEJEWSKI BOARD MEMBER 0.50 X 0 0 0 TRACE WILSON BOARD MEMBER 0.50 X 0 0 0 JESSE MARINKO BOARD MEMBER 0.50 X 0 0 0 JASON SCHREIBER BOARD MEMBER 0.50 X 0 0 0 MARGARET A WYLDE BOARD MEMBER 0.50 X 0 0 0 LAURA MCDONALD BOARD MEMBER 0.50 X 0 0 0 JOHN GETCHEY BOARD MEMBER 0.50 X 0 0 0 THOMAS WELLNER BOARD MEMBER 0.50 X 0 0 0 JEFF DICKERSON BOARD MEMBER 0.50 X 0 0 0 SEBASTIAN BROWN BOARD MEMBER 0.50 X 0 0 0 JULIE FERGUSON BOARD MEMBER 0.50 X 0 0 0 TALYA NEVO-HACOHEN BOARD MEMBER 0.50 X 0 0 0 DONNY EDWARDS BOARD MEMBER 0.50 X 0 0 0 JAMES T HANDS BOARD MEMBER 0.50 X 0 0 0 WILLIAM B KAPLAN BOARD MEMBER 0.50 X 0 0 0 DONALD O THOMPSON JR BOARD MEMBER 0.50 X 0 0 0 JEFF D BINDER BOARD MEMBER 0.50 X 0 0 0 MICHAEL S GRUST BOARD MEMBER 0.50 X 0 0 0 ROBERT D THOMAS BOARD MEMBER 0.50 X 0 0 0 WILLIAM F THOMAS BOARD MEMBER 0.50 X 0 0 0 LOREN B SHOOK BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER PORTER BOARD MEMBER 0.50 X 0 0 0 JEFFREY D KRAUS BOARD MEMBER 0.50 X 0 0 0 CHAD GORSUCH BOARD MEMBER 0.50 X 0 0 0 SHARON GRAMBOW BOARD MEMBER 0.50 X 0 0 0 BEN ADAMS BOARD MEMBER 0.50 X 0 0 0 SARAH S DUGGAN BOARD MEMBER 0.50 X 0 0 0 RANDALL J BUFFORD BOARD MEMBER 0.50 X 0 0 0 MARCUS LUSSIER BOARD MEMBER 0.50 X 0 0 0 JOHN D COBB BOARD MEMBER 0.50 X 0 0 0 JOHN L SWEENY JR BOARD MEMBER 0.50 X 0 0 0 BRETT GARDNER BOARD MEMBER 0.50 X 0 0 0 JEFF RINGWALD BOARD MEMBER 0.50 X 0 0 0 DAVID BARNES BOARD MEMBER 0.50 X 0 0 0 TAMI KOZIKOWSKI BOARD MEMBER 0.50 X 0 0 0 LARRY GRAEVE BOARD MEMBER 0.50 X 0 0 0 RYAN HALLER BOARD MEMBER 0.50 X 0 0 0 CATHERINE VOREYER BOARD MEMBER 0.50 X 0 0 0 JOSEPH WEISENBURGER BOARD MEMBER 0.50 X 0 0 0 JASON DOPOULOS BOARD MEMBER 0.50 X 0 0 0 DANETTE OPACZEWSKI BOARD MEMBER 0.50 X 0 0 0 DONALD L HUSI BOARD MEMBER 0.50 X 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 37.50 X 256053 0 36878 DORIS MAULTSBY VP, MEMBER SERVICES 37.50 X 129343 0 31715 999998 0 147525 3 0 1 0 GLYNNDEVINS INC 8880 WARD PARKWAY SUITE 400 KANSAS CITY MO 64114 PUBLIC RELATIONS 895794 PROMATURA GROUP LLC 19 COUNTY ROAD 168 OXFORD MS 38655 RESEARCH 161201 2 422000 422000 MEMBER DUES 900099 3369103 3369103 ASSOCIATIONAL MEETINGS 900099 158025 158025 PUBLICATIONS 900099 37430 37430 3564558 92516 92516 REIMB. RESEARCH COST 900099 20596 20596 INSURANCE CLAIM 900099 15247 15247 TAX REFUND 900099 850 850 36693 4115767 3564558 0 129209 986465 297308 20367 44093 55210 74230 63930 187500 300 385308 38302 31399 120632 616860 486 10522 14400 INDUSTRY PROMOTION 1003564 LICENSES AND FEES 32267 EQUIPMENT RENTAL 23943 OUTREACH 21268 30880 4059234 6784253 6945880 33500 35125 311183 90380 178144 144259 25146 33885 343235 345104 7497317 7450374 399705 460355 1604282 1401708 348973 358355 2352960 2220418 X 5144357 5229956 5144357 5229956 7497317 7450374 56533 29066 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 3369103 331594 -39697 291897 370601 -78704 21390 12366 9024 88516 80234 8282 68238 51659 16579 33885 DEFERRED COMPENSATION PLAN 322041 DEFERRED RENT 27290 DEFERRED IMPROVEMENT ALLOWANCE 9024 358355 X 4144533 29066 29066 4115467 300 300 4115767 4058934 0 4058934 300 300 4059234 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, THE ASSOCIATION 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 FINANCIAL STATEMENTS. X X X 0 0 0 DAVID S SCHLESS PRESIDENT 409734 0 204868 0 0 0 40973 0 37959 0 693534 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 256053 0 0 0 0 0 20484 0 16394 0 292931 0 0 0 DORIS MAULTSBY VP, MEMBER SERVICES 129343 0 0 0 0 0 10689 0 21026 0 161058 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS WILLIAM THOMAS AND ROBERT THOMAS HAVE AV FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT AND THE ASSOCIATION'S AUDIT COMMITTEE. THE FORM 990 WAS E-MAILED TO THE EXECUTIVE COMMITTEE AND THE FULL BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND BOARD MEMBERS ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE ASSOCIATION TAKES CONFLICTS OF INTEREST SERIOUSLY, BUT DOES NOT CURRENTLY HAVE AN AUTOMATIC RESPONSE/PENALTY. EACH SITUATION IS CONSIDERED UNIQUE AND DEALT WITH BY THE EXECUTIVE COMMITTEE AND/OR PRESIDENT, AS WARRANTED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE PERIODICALLY USES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT THE PRESIDENT'S SALARY REVIEW AS PART OF THE UPDATING OF THE EMPLOYMENT AGREEMENT WITH THE PRESIDENT. THIS PROCESS INCLUDES THE USE OF COMPARABILITY DATA. THE COMMITTEE IS ALSO INVOLVED IN THE BUDGET PROCESS AND ULTIMATELY HELPS TO DECIDE ANY ADJUSTMENTS MADE TO STAFF COMPENSATION. RECORDS ARE KEPT DURING THE REVIEW PROCESS AND A MEMO IS SENT TO THE PRESIDENT'S PERSONNEL FILE WITH THE COMMITTEE'S FINAL RESULTS. THE LAST COMPENSATION REVIEW TOOK PLACE IN NOVEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS WHO WISH TO VIEW THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT OF INTEREST POLICY CONTACT THE PRESIDENT AND ARE PROVIDED WITH COPIES OF THE REQUESTED DOCUMENTS.