2021-10-25T08:33:35-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2020-01-01 840617736 NATIONAL ASSOCIATION FOR HOME CARE & HOSPICE NATI 2025477424 228 SEVENTH STREET SE WASHINGTON DC 20003 WILLIAM A DOMBI PRESIDENT 2025477424 2021-09-07 1 WILLIAM DOMBI XXX-XX-XXXX LISA STOVER P01884701 5712279500 2021-09-07 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z WILLIAM A DOMBI 228 SEVENTH STREET SE WASHINGTON DC 20003 7834050 0 X WWW.NAHC.ORG X 1981 DC THE ASSOCIATION REPRESENTS THE INTERESTS OF HOME HEALTH AGENCIES, HOSPICES, AND ORGANIZATIONS. 16 16 26 17 433582 0 0 0 9386848 7281235 53321 141470 463862 382332 9904031 7805037 0 0 0 0 3861571 4017671 0 0 0 4144539 2790655 8006110 6808326 1897921 996711 10331464 11203425 4629616 4157232 5701848 7046193 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 1 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 1 0 1 15 0 26 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 WILLIAM A DOMBI ESQ PRESIDENT 40.00 X 516773 0 46159 THERESA M FORSTER VP, HOSPICE POLICY 40.00 X 271445 0 27242 ANDREA DEVOTI EXECUTIVE VICE PRESIDENT 40.00 X 261754 0 25228 KATHLEEN WEHRI DIRECTOR OF HOME CARE & HO 40.00 X 151917 0 29342 MARY K CARR VP, REGULATORY AFFAIRS 40.00 X 156862 0 21764 EMILIE BARTOLUCCI DIRECTOR, PRIVATE DUTY HOME CARE 40.00 X 151187 0 1918 RENEE HARRIS-ETHERIDGE DIRECTOR OF MEMBERSHIP 40.00 X 125767 0 17215 CALVIN F MCDANIEL DIRECTOR OF GOVERNMENT AFF 40.00 X 130970 0 10669 MARY MYERS CHAIRMAN 5.00 X X 0 0 0 MARK SHARP TREASURER 1.00 X X 0 0 0 MELANIE KELLER DIRECTOR 1.00 X 0 0 0 CRAIG MANDEVILLE DIRECTOR 1.00 X 0 0 0 ROD WINDLEY DIRECTOR 1.00 X 0 0 0 BRITTNEI SALERNO DIRECTOR 1.00 X 0 0 0 DAVID CAUSBY DIRECTOR 1.00 X 0 0 0 MELISSA JEREMIAH DIRECTOR 1.00 X 0 0 0 KENNETH ALBERT DIRECTOR 1.00 X 0 0 0 WILLIAM SIMIONE III DIRECTOR 1.00 X 0 0 0 BRENT KORTE DIRECTOR 1.00 X 0 0 0 SHELDON RETCHIN DIRECTOR 1.00 X 0 0 0 DENISE SCHRAEDER PAST CHAIR, EX-OFFICIO 1.00 X 0 0 0 SARA RATCLIFFE DIRECTOR 1.00 X 0 0 0 KATHLEEN SULLIVAN DIRECTOR 1.00 X 0 0 0 JASON BRING DIRECTOR 1.00 X 0 0 0 1766675 0 179537 14 0 1 0 CLIFTONLARSONALLEN LLP 901 N GLEBE RD STE 200 ARLINGTON VA 22203 ACCOUNTING AND TAX SERVICES 341557 INFORMATION SAFEGUARD 337 CREEKS END LANE STEVENSVILLE MD 21666 TECHNOLOGY SUPPORT SERVICES 154706 ALSTON & BIRD 950 F STREET NW WASHINGTON DC 20004 LEGAL CONSULTING SERVICES 108000 3 MEMBERSHIP DUES 900099 5988573 5988573 MEETINGS & EXHIBITS 611430 951595 951595 ADVERTISING 541800 184988 184988 SPONSORSHIPS 900099 129300 129300 MISCELLANEOUS REVENUE 900099 26779 26779 7281235 141470 141470 133738 133738 277607 29013 248594 248594 248594 7805037 7096247 433582 275208 1231331 2141654 101540 321682 221464 33449 362114 201600 18149 370825 4925 75907 54042 69992 53941 461701 78391 258650 139553 TAXES 222965 DUES & SUBSCRIPTIONS 158011 BANK FEES 74892 REPAIRS & MAINTENANCE 50824 100724 6808326 1074726 1251370 835230 1209100 84056 58980 7042 6719 140464 273273 7938348 4679930 3482128 3258418 4528888 4995551 178930 150014 10331464 11203425 674878 555087 2156385 1953857 1746270 1648288 52083 0 4629616 4157232 X 5701848 7046193 5701848 7046193 10331464 11203425 996711 347634 0 X 0 1 X 1 0 0 0 0 5988573 201600 201600 958172 -756572 1109829 1109829 5618141 3588695 2029446 1210378 1091235 119143 3258418 X PART X, LINE 2: INCOME TAXES- NAHC IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE (IRC) AND IS ONLY SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. 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, 2020 AND 2019. 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, 2020 AND 2019, 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 440044 0 67383 0 9346 0 17703 0 28456 0 562932 0 0 0 THERESA M FORSTER VP, HOSPICE POLICY 268445 0 3000 0 0 0 10800 0 16442 0 298687 0 0 0 ANDREA DEVOTI EXECUTIVE VICE PRESIDENT 258754 0 3000 0 0 0 10385 0 14843 0 286982 0 0 0 KATHLEEN WEHRI DIRECTOR OF HOME CARE & HO 149917 0 2000 0 0 0 0 0 29342 0 181259 0 0 0 MARY K CARR VP, REGULATORY AFFAIRS 154862 0 2000 0 0 0 6231 0 15533 0 178626 0 0 0 EMILIE BARTOLUCCI DIRECTOR, PRIVATE DUTY HOME CARE 150187 0 1000 0 0 0 0 0 1918 0 153105 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. FDN FOR HOSPICE AND HOMECARE 228 7TH STREET SE WASHINGTON DC 20003 237425651 SUPPORT CO 501(C)(3) LINE 10 N/A 1 HOME CARE UNIVERSITY 228 7TH STREET SE WASHINGTON DC 20003 522100419 RESEARCH DC 501(C)(3) LINE 12A, I N/A 1 NAHC PLUS 228 7TH STREET SE WASHINGTON DC 20003 521963766 CONSULTING DC C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 SEE SUPPLEMENTAL INFORMATION SCHEDULE R, PART V, LINE 1A-1S WITH THE EXCEPTION OF ANY INSTANCES SPECIFICALLY NOTED, NO ITEMS NOTED IN LINE 1A-1S EXCEEDED THE REPORTING THRESHOLD OF $50,000 FOR THE CURRENT YEAR.