2020-11-10T12:19:52-06:00 2019-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2019-01-01 362945503 HIDA EDUCATIONAL FOUNDATION HIDA 7035494432 310 MONTGOMERY STREET ALEXANDRIA VA 22314 ELIZABETH HILLA EXECUTIVE DIRECTOR 7035494432 2020-10-30 1 DANIEL O'SHEA P00957510 3016529100 2020-10-29 209.59.243.22 2020-10-30 07:05:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z ELIZABETH HILLA 310 MONTGOMERY STREET ALEXANDRIA VA 22314 3439445 0 X WWW.HIDA.ORG X 1977 IL SEE PART III, LINE 1. 35 35 0 35 0 0 1891406 1996320 1103438 1066414 96030 83320 0 0 3090874 3146054 0 0 0 0 1614571 1667039 0 0 419267 1294879 1393632 2909450 3060671 181424 85383 2444361 2575218 1369509 1321136 1074852 1254082 THE MISSION OF THE HIDA EDUCATIONAL FOUNDATION IS TO BUILD A MORE EFFECTIVE AND EFFICIENT HEALTHCARE SUPPLY CHANNEL THROUGH INDUSTRY RESEARCH AND EDUCATION PROGRAMS. 0 0 1054835 1023484 SEMINARS AND CONFERENCES ARE DESIGNED TO EDUCATE AND TRAIN MEMBERS OF THE HEALTHCARE PRODUCTS DISTRIBUTION INDUSTRY ON INDUSTRY ISSUES AND BUSINESS SKILLS. 460486 42930 TRAINING MATERIALS ARE DESIGNED FOR SPECIFIC SKILLS ENHANCEMENT FOR MEMBERS OF THE HEALTHCARE PRODUCTS DISTRIBUTION INDUSTRY. 239182 RESEARCH PROJECTS ARE FOR THE STUDY OF TRENDS IN THE HEALTHCARE INDUSTRY. 1754503 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 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 1 0 1 0 1 11 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 X BALVINDER BAINS 7035494432 310 MONTGOMERY STREET ALEXANDRIA VA 22314 LISA HOHMAN CHAIRMAN 1.00 0.00 X X 0 0 0 MICHAEL D ABNEY JR TREASURER 1.00 0.00 X X 0 0 0 WILLIAM ABRAMS DIRECTOR 1.00 1.00 X 0 0 0 RIAD ABUELAFIYA DIRECTOR 1.00 0.00 X 0 0 0 AKHIL K AGRAWAL DIRECTOR 1.00 1.00 X 0 0 0 BILLY ALMON JR DIRECTOR 1.00 0.00 X 0 0 0 BILL BARR DIRECTOR 1.00 0.00 X 0 0 0 ANGELA DAVIS DIRECTOR 1.00 0.00 X 0 0 0 FELICIA BELLE DIRECTOR 1.00 0.00 X 0 0 0 SIMA DELAFRAZ DIRECTOR 1.00 0.00 X 0 0 0 THOMAS DISTANISLAO DIRECTOR 1.00 0.00 X 0 0 0 TOM FERNANDES DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH GRISPO JR DIRECTOR 1.00 0.00 X 0 0 0 KELLY GIBNEY DIRECTOR 1.00 1.00 X 0 0 0 SUSAN HUNTER VINSON DIRECTOR 1.00 0.00 X 0 0 0 JIM O'CONNELL DIRECTOR 1.00 0.00 X 0 0 0 STEVE INGEL DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SARON DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SCHRUENDER DIRECTOR 1.00 0.00 X 0 0 0 GERARD LODUCA DIRECTOR 1.00 0.00 X 0 0 0 LARRY MALLOY DIRECTOR 1.00 0.00 X 0 0 0 KENT DAVIES DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DELVACCHIO DIRECTOR 1.00 0.00 X 0 0 0 KIM SCHWIETERMAN DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER STELTER DIRECTOR 1.00 0.00 X 0 0 0 KEVIN SWAN DIRECTOR 1.00 0.00 X 0 0 0 MARK ZACUR DIRECTOR 1.00 0.00 X 0 0 0 BILL LUCEY DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER ZINN DIRECTOR 1.00 0.00 X 0 0 0 STEVE MARTIN DIRECTOR 1.00 0.00 X 0 0 0 RAYMOND MILNES DIRECTOR 1.00 0.00 X 0 0 0 JON WELLS DIRECTOR 1.00 0.00 X 0 0 0 RUSSELL WILLIAMSON DIRECTOR 1.00 0.00 X 0 0 0 VINCENT WONG DIRECTOR 1.00 0.00 X 0 0 0 KENNETH SPETT DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW J ROWAN PRESIDENT & CEO HIDA 16.00 24.00 X 250864 376295 57304 ELIZABETH HILLA EXECUTIVE DIRECTOR 32.00 8.00 X 219139 54786 29643 BALVINDER BAINS VP, FINANCE & OPERATIONS 20.00 20.00 X 89389 89389 24529 LINDA ROUSE O'NEILL VP, GOVERNMENT AFFAIRS 6.00 34.00 X 23985 215861 30133 JULIE BERRY DIRECTOR, CONFERENCE & SPONSORSHIP 20.00 20.00 X 58968 72072 12008 JENNIFER GILBERTSON DIRECTOR, MARKETING 20.00 20.00 X 58344 58343 6385 JOSH BABB DIRECTOR, GOVERNMENT AFFAIRS 6.00 34.00 X 12555 112998 21525 713244 979744 181527 2 0 1 0 RITZ-CARLTON AMELIA ISLAND 4750 AMELIA ISLAND PKWY FERNANDINA BEACH FL 32034 CONFERENCE ACCOMMODATIONS 247279 HYATT REGENCY ORLANDO 9801 INTERNATIONAL DRIVE ORLANDO FL 32819 CONFERENCE ACCOMMODATIONS 103884 2 1996320 1996320 CONFERENCES & MEETINGS 611710 1023484 1023484 EDUCATION & TRAINING 611710 42930 42930 1066414 27711 27711 349000 293391 55609 55609 55609 3146054 1066414 0 83320 X 642352 163604 419360 59388 812216 458606 90855 262755 38421 20012 4854 13555 90088 37285 17336 35467 83962 41006 20823 22133 30900 30900 19138 19138 335144 260667 71992 2485 161575 55222 104883 1470 38506 38456 50 74797 26511 32936 15350 189690 137448 47877 4365 429787 425870 3917 36884 34538 828 1518 MISCELLANEOUS 77211 55278 21152 781 3060671 1754503 886901 419267 879513 836909 349104 152710 5344 102279 44499 405256 374501 49851 30755 1058270 1510345 2444361 2575218 113905 133381 225421 377230 1030183 810525 1369509 1321136 X 1074852 1254082 1074852 1254082 2444361 2575218 X 85383 172361 -78514 X 0 1 X 1 0 X X 1 HEALTH INDUSTRY DISTRIBUTORS ASSOC 360730540 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: HIDA EDUCATIONAL FOUNDATION (HEF) AND ITS SUPPORTED ORGANIZATION, HIDA, SHARE THE SAME ACCOUNTING DEPARTMENT. PRIOR TO FILING THE 990, HEF REVIEWED THE FINANCIAL STATEMENTS OF THE SUPPORTED ORGANIZATION AND ENSURED THAT THE SUPPORTED ORGANIZATION MET THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: HIDA EDUCATIONAL FOUNDATION (HEF) AND ITS SUPPORTED ORGANIZATION, HIDA, SHARE THE SAME ACCOUNTING DEPARTMENT AND THE PRESIDENT OF HIDA IS AN OFFICER OF HEF. THROUGH THESE CONNECTIONS, HEF HAS ACCESS TO HIDA'S FINANCIAL STATEMENTS AND FORM 990, AND THEREBY ENSURED THAT THE SUPPORT IT PROVIDED TO HIDA WAS USED FOR EDUCATIONAL PURPOSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2673 2673 0 126605 104856 21749 275978 266972 9006 30755 DUE TO RELATED PARTY 810525 810525 X 3318415 172361 172361 3146054 0 3146054 3060671 0 3060671 0 3060671 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM THE PAYMENT OF INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS NOT A PRIVATE FOUNDATION. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION RECOGNIZES INTEREST EXPENSE AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES ON THE STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS AND ACCRUED EXPENSES ON THE STATEMENTS OF FINANCIAL POSITION. THERE IS NO PROVISION IN THESE FINANCIAL STATEMENTS FOR PENALTIES AND INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018. TAX YEARS PRIOR TO 2016 ARE NO LONGER SUBJECT TO EXAMINATION BY THE IRS OR THE TAX JURISDICTION OF THE COMMONWEALTH OF VIRGINIA. X X X X 0 0 0 0 0 0 0 1 0 MATTHEW J ROWAN PRESIDENT & CEO HIDA 220006 330009 30858 46286 0 0 12501 18750 10422 15631 273787 410676 0 0 ELIZABETH HILLA EXECUTIVE DIRECTOR 193773 48444 25366 6342 0 0 9816 2454 13898 3475 242853 60715 0 0 BALVINDER BAINS VP, FINANCE & OPERATIONS 89389 89389 0 0 0 0 4512 4513 7752 7752 101653 101654 0 0 LINDA ROUSE O'NEILL VP, GOVERNMENT AFFAIRS 23985 215861 0 0 0 0 1213 10919 1800 16201 26998 242981 0 0 SCHEDULE J, PART I, LINE 7 HIDA EDUCATIONAL FOUNDATION PAID A BONUS FOR THE COMPENSATED PERSONS LISTED IN FORM 990, PART VII, SECTION A, LINE 1A UP TO A PERCENTAGE OF THEIR BASE SALARY, BASED ON THE BOARD AND PRESIDENT'S DISCRETION AS TO HOW SUCCESSFULLY THEY MET THEIR GOALS AND DEPENDENT ON THE FINANCIAL SUCCESS OF THE ORGANIZATION DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B AN OPERATIONS COMMITTEE IS EMPOWERED BY THE BOARD TO REVIEW THE DRAFT 990. FORM 990, PART VI, SECTION B, LINE 15 AN OUTSIDE CONSULTANT CONDUCTED A MARKET COMPARABILITY STUDY TO DETERMINE GOING MARKET RATES AS OF 2016, WHICH INCLUDED A MATRIX TO ACCOMMODATE RANGES FOR GROWTH AND MARKET FACTORS. BOARD APPROVAL IS REQUIRED FOR ALL EXECUTIVE TEAM CHANGES, SPECIFICALLY ONES WITH EMPLOYMENT CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY INCLUDING THESE IN THE BOARD OF DIRECTORS BOOKS. THE DIRECTORS BOOKS ARE THEN MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 139,928. MANAGEMENT AND GENERAL EXPENSES 49,547. FUNDRAISING EXPENSES 2,485. TOTAL EXPENSES 191,960. SPEAKER FEES: PROGRAM SERVICE EXPENSES 85,318. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,318. OUTSOURCED HR SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,877. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,877. PERSONNEL RECRUITMENT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,737. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 35,421. MANAGEMENT AND GENERAL EXPENSES 2,831. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,252. FORM 990, PART XI, LINE 9: ADOPTION OF NEW ACCOUNTING STANDARD (ASU 2014-09) -78,514. HEALTH INDUSTRY DISTRIBUTORS ASSOCIATION 310 MONTGOMERY STREET ALEXANDRIA VA 22314 360730540 TRADE ASSOC. DE 501(C)(6) N/A N/A 0 HIDA PAC 310 MONTGOMERY STREET ALEXANDRIA VA 22314 273078836 LOBBYING VA 527 N/A HIDA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 HEALTH INDUSTRY DISTRIBUTORS ASSOCIATION N 106195 COST REIMB. HEALTH INDUSTRY DISTRIBUTORS ASSOCIATION O 1607349 COST REIMB. HEALTH INDUSTRY DISTRIBUTORS ASSOCIATION P 2750000 COST REIMB.