2020-06-01T09:57:17-05:00 2019-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-01-01 522261594 AMERICAN SENIORS HOUSING ASSOCIATION INC AMER 2028855560 5225 WISCONSIN AVE NW NO 502 WASHINGTON DC 20015 DAVID SCHLESS PRESIDENT 2028855560 2020-06-01 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-06-01 10:57:11 ED P FF16D77653F3D7C4C20B8532A1D3BA36122446EB 49D7C22DE1F9E425A89E5321187C9FEFA78FFDF3 2019 2020-11-06 18:47:13Z DAVID SCHLESS 5225 WISCONSIN AVE NW NO 502 WASHINGTON DC 20015 3690884 0 X WWW.SENIORSHOUSING.ORG X 2000 DC SEE PART III, LINE 1. 155 154 5 154 0 0 549225 529000 3223591 3020788 84427 123827 19038 17269 3876281 3690884 0 0 0 0 1278942 1348144 0 0 0 2608008 2647165 3886950 3995309 -10669 -304425 7377187 7497317 1963186 2352960 5414001 5144357 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 18 0 1 5 1 0 0 0 0 1 1 0 0 0 X 155 154 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 SCHLESS PRESIDENT 37.50 X X 592875 0 75881 MICHAEL S GRUST CHAIRMAN 1.50 X X 0 0 0 DOUGLAS S SCHIFFER VICE-CHAIRMAN 1.50 X X 0 0 0 JERROLD FRUMM PAC CHAIR 1.50 X X 0 0 0 BRADLEY E DUBIN TREASURER 1.50 X X 0 0 0 MERCEDES KERR SECRETARY 1.50 X X 0 0 0 DAVID A REEVE BOARD MEMBER 0.50 X 0 0 0 WALTER JOSSART 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 MARCO VAKILI 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 MERINO BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER WARDENBURG BOARD MEMBER 0.50 X 0 0 0 PETER CERRATO BOARD MEMBER 0.50 X 0 0 0 PATRICIA G WILL BOARD MEMBER 0.50 X 0 0 0 THOMAS H GRAPE BOARD MEMBER 0.50 X 0 0 0 TIM COBB 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 QAHIR MADHANY BOARD MEMBER 0.50 X 0 0 0 KATHRYN A SWEENEY BOARD MEMBER 0.50 X 0 0 0 JACOB D GEHL 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 KIMBERLY S LODY 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 JOSHUA STEVENS 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 RONALD WILHEIM BOARD MEMBER 0.50 X 0 0 0 GUY GELLER BOARD MEMBER 0.50 X 0 0 0 PETER E PICKETTE BOARD MEMBER 0.50 X 0 0 0 RICHARD SWARTZ BOARD MEMBER 0.50 X 0 0 0 RICHARD J HUTCHINSON BOARD MEMBER 0.50 X 0 0 0 CHARLES PATENAUDE 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 BRIAN BECKWITH 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 KEVIN WILBUR 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 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 PATRICK F KENNEDY 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 KATHRYN BURTON GRAY BOARD MEMBER 0.50 X 0 0 0 BRIAN GOOD BOARD MEMBER 0.50 X 0 0 0 MICKEY FISHER BOARD MEMBER 0.50 X 0 0 0 TED FLAGG BOARD MEMBER 0.50 X 0 0 0 CHARLES BISSELL BOARD MEMBER 0.50 X 0 0 0 LYNNE KATZMANN 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 NICHOLAS M GESUE 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 DAVE B EDWARDS BOARD MEMBER 0.50 X 0 0 0 WILL PURVIS 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 JESSE JANTZEN BOARD MEMBER 0.50 X 0 0 0 JACK LEWIN BOARD MEMBER 0.50 X 0 0 0 MATTHEW PIPITONE BOARD MEMBER 0.50 X 0 0 0 SEAN HUNTSMAN 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 RYAN MACONACHY 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 RYAN HALLER 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 THOMAS GOODSITE 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 DAVID HUBBLE 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 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 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 MEL GAMZON BOARD MEMBER 0.50 X 0 0 0 JENNIFER FRANCIS 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 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 CHRIS WINKLE 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 LAWRENCE CARLSON 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 LYNN CARLSON SCHELL BOARD MEMBER 0.50 X 0 0 0 LARRY GRAEVE 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 TIMOTHY M WOLFF BOARD MEMBER 0.50 X 0 0 0 DONALD L HUSI BOARD MEMBER 0.50 X 0 0 0 JEANNE MCGLYNN VP, GOVERNMENT AFFAIRS 37.50 X 238651 0 36424 DORIS MAULTSBY VP, MEMBER SERVICES 37.50 X 124537 0 31410 956063 0 143715 3 0 1 0 GLYNNDEVINS INC 8880 WARD PARKWAY SUITE 400 KANSAS CITY MO 64114 PUBLIC RELATIONS 627577 PROMATURA GROUP LLC 19 COUNTY ROAD 168 OXFORD MS 38655 RESEARCH 251492 DAVIS & HARMAN LLP 1455 PENNSYLVANIA AVE NW SUITE 12 WASHINGTON DC 20004 LEGISLATIVE CONSULTING 120098 3 529000 529000 MEMBER DUES 900099 2820108 2820108 ASSOCIATIONAL MEETINGS 900099 159295 159295 PUBLICATIONS 900099 41385 41385 3020788 123827 123827 REIMB. RESEARCH COST 900099 17269 17269 17269 3690884 3020788 0 141096 943831 300182 23442 30331 50358 89789 58991 180097 300 314338 765862 95105 11082 126755 772704 492 7436 13099 OUTREACH 77645 EQUIPMENT RENTAL 41981 LICENSES AND FEES 32410 MEMBER DUES 18500 40579 3995309 113430 0 6677141 6784253 46000 33500 235236 311183 158883 133737 25389 25146 279991 343235 7377187 7497317 328060 399705 1333651 1604282 301475 348973 1963186 2352960 X 5414001 5144357 5414001 5144357 7377187 7497317 -304425 34781 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2820108 282010 -22008 260002 299699 -39697 0 21390 8355 13035 87342 75231 12111 50151 50151 0 25146 DEFERRED COMPENSATION PLAN 302332 DEFERRED RENT 33606 DEFERRED IMPROVEMENT ALLOWANCE 13035 348973 X 3725365 34781 34781 3690584 300 300 3690884 3995009 0 3995009 300 300 3995309 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2019 AND 2018, 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 SCHLESS PRESIDENT 397800 0 195075 0 0 0 39780 0 36101 0 668756 0 0 0 JEANNE MCGLYNN VP, GOVERNMENT AFFAIRS 198876 0 39775 0 0 0 19888 0 16536 0 275075 0 0 0 DORIS MAULTSBY VP, MEMBER SERVICES 103781 0 20756 0 0 0 10378 0 21032 0 155947 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE FAMILY RELATIONSHIPS: - WILLIAM THOMAS AND ROBERT THOMAS - ARON WILL AND PATRICIA WILL 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 DURING JANUARY 2017. 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.