ASSOCIATION FOR THE ADVANCEMENT OF MEDICAL INSTRUMENTATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION FOR THE ADVANCEMENT OF MEDICAL INSTRUMENTATION INC (EIN 27-4379277)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-14
- IRS object ID
- 201812269349300626
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-14T09:04:52-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521855942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TATE & TRYON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274379277 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION FOR THE ADVANCEMENT OF | BusinessNameLine1Txt |
| Business Name Line2 | MEDICAL INSTRUMENTATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 7035254890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 N FAIRFAX DRIVE NO 301 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT D JENSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7035254890 | PhoneNum |
| Signature | 2018-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | R MICHAEL SORRELLS | PreparerPersonNm |
| PTIN | P00001737 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT D JENSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 N FAIRFAX DRIVE NO 301 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,335,191 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAMI.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO INCREASING THE UNDERSTANDING, SAFETY AND EFFICACY OF MEDICAL INSTRUMENTATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 51 | TotalEmployeeCnt |
| Total Volunteers | 1200 | TotalVolunteersCnt |
| Total Gross UBI | $316,192 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,767,357 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $13,668,436 | CYProgramServiceRevenueAmt |
| PY Investment Income | $866,294 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,495,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $665,619 | PYOtherRevenueAmt |
| CY Other Revenue | $736,065 | CYOtherRevenueAmt |
| PY Total Revenue | $15,299,270 | PYTotalRevenueAmt |
| CY Total Revenue | $15,900,309 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,519,399 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $30,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,129,804 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,036,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,221,216 | PYOtherExpensesAmt |
| CY Other Expenses | $8,098,389 | CYOtherExpensesAmt |
| PY Total Expenses | $17,870,419 | PYTotalExpensesAmt |
| CY Total Expenses | $14,165,954 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,571,149 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,734,355 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,019,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,729,338 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,015,459 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,580,038 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,004,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,149,300 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE GLOBAL MULTIDISCIPLINARY LEADERSHIP AND PROGRAMS THAT ENHANCE THE GOALS AND CAPABILITIES OF THE PROFESSIONS, HEALTHCARE INSTITUTIONS, GOVERNMENT, INDUSTRY AND OTHER INSTITUTIONS THAT RELATE TO THE DELIVERY, DEVELOPMENT, MANAGEMENT, USE AND OTHER ASPECTS OF SAFE AND EFFECTIVE MEDICAL INSTRUMENTATION AND RELATED TECHNOLOGIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE EDUCATION PROGRAM DELIVERS QUALITY PRODUCTS AND SERVICES ON REGULATORY REQUIREMENTS, INTERNATIONAL STANDARDS, AND RECOMMENDED PRACTICES THAT PROVIDE A VENUE FOR THE UNDERSTANDING AND RESOLUTION OF CRITICAL ISSUES FACING THE HEALTHCARE TECHNOLOGY COMMUNITY. INCLUDED IN THIS PROGRAM SERVICE ARE EDUCATION AND INFORMATION SERVICES THAT INCREASE THE MEDICAL INDUSTRY'S UNDERSTANDING OF GOVERNMENT REGULATIONS, INTERNATIONAL STANDARDS, AND INDUSTRY PRACTICES. THE ANNUAL CONFERENCE OFFERS TIMELY, PRACTICAL, AND INNOVATIVE EDUCATIONAL OPPORTUNITIES FOR PROFESSIONALS WORKING IN THE CLINICAL SETTING AND INVOLVED WITH OR INTERESTED IN HEALTHCARE TECHNOLOGY SUPPORT AND MANAGEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STANDARDS - THE STANDARDS PROGRAM PRODUCES NATIONAL AND INTERNATIONAL CONSENSUS STANDARDS THAT CONTRIBUTE TO IMPROVED PATIENT CARE AND SAFETY BY PROVIDING INDUSTRY AND CLINICIANS WITH INFORMATION AND GUIDANCE ON MANUFACTURING, PROCESSING, USING, AND MAINTAINING MEDICAL DEVICES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNICATIONS - THE COMMUNICATIONS PROGRAM PROVIDES TIMELY AND PRACTICAL INFORMATION TO ALL AAMI MEMBERS AND SEEKS TO IMPROVE OUTREACH TO LOCAL BIOMEDICAL ASSOCIATIONS, CLINICIANS, AND OTHER MEDICAL TECHNOLOGY PROFESSIONALS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| NEW PROGRAMS - NEW PROGRAMS INCLUDE THE PURSUIT OF NEW ACTIVITIES THAT CONTRIBUTE TO THE IMPROVEMENT OF PATIENT SAFETY AND A HIGHER STANDARD OF HEALTH CARE QUALITY. |
| HEALTHCARE TECHNOLOGY MANAGEMENT - THE HEALTHCARE TECHNOLOGY MANAGEMENT PROGRAM AREA INCLUDES THE WORK OF THE TECHNOLOGY MANAGEMENT COUNCIL (TMC), WHICH REPRESENTS THOUSANDS OF BIOMEDICAL EQUIPMENT TECHNICIANS, CLINICAL ENGINEERS, AND OTHER PROFESSIONALS WHO MANAGE AND SERVICE HEALTHCARE TECHNOLOGY AROUND THE WORLD. FURTHERMORE, TMC CREATES NEW NETWORKING OPPORTUNITIES; ADVANCES AND PROMOTES THE PROFESSION TO OTHERS IN THE HEALTHCARE FIELD AND THE PUBLIC AT LARGE; AND DEVELOPS NEW CAREER AND TECHNICAL RESOURCES FOR LOCAL BIOMEDICAL ASSOCIATIONS, HEALTHCARE FACILITIES, MANUFACTURERS, AND OTHER PROFESSIONALS IN THE FIELD. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 128 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 51 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7035254890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 N FAIRFAX DRIVE NO 301 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES PHIL COGDILL | ||||||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| EAMONN V HOXEY PHD FRPHARMS | ||||||||||
| CHAIR-ELECT | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEVEN J YELTON PE | ||||||||||
| TREASURER/SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CAROL E DAVIS-SMITH CCE | ||||||||||
| VICE CHAIR, CLINICAL ENGINEERING | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAUL W KELLEY CBET | ||||||||||
| VICE CHAIR, BMETS | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DIANE MITCHELL MD | ||||||||||
| VICE CHAIR, HEALTHCARE ADMIN | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID G OSBORN | ||||||||||
| VICE CHAIR, INDUSTRY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TINA KRENC | ||||||||||
| VICE CHAIR TRAINING | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAMELA ARORA | ||||||||||
| DIRECTOR (FROM 6/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PIERRE BOISIER | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID DEAVEN | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROLLIN TERRY FAIRBANKS | ||||||||||
| DIRECTOR (FROM 6/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| KURT A FINKE | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID E FRANCOEUR | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI HORN | ||||||||||
| DIRECTOR (FROM 6/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE MILLS | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUE SCHADE | ||||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANET PRUST | ||||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT B WEINGER MS MD | ||||||||||
| VICE CHAIR, MEDICAL RESEARCH (TIL 6/17) | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ANDREW DOUGLAS CURRIE CBET | ||||||||||
| DIRECTOR (TIL 6/17) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY W VANDERVEEN PHARMD | ||||||||||
| DIRECTOR (TIL 6/17) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT D JENSEN | ||||||||||
| PRESIDENT | 35.50 | 2.00 | Yes (X) | Yes (X) | $439,398 | $24,755 | $118,160 | |||
| MICHAEL H SCHOLLA PHD | ||||||||||
| IMMEDIATE PAST CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN W CAMPBELL | ||||||||||
| CHIEF OPERATIONS OFFICER | 37.50 | 0.00 | $346,984 | $0 | $184,809 | Yes (X) | ||||
| DEBORAH L REUTER | ||||||||||
| SR VP, EDUCATION | 37.50 | 0.00 | $201,188 | $0 | $65,951 | Yes (X) | ||||
| JENNIFER PADBERG | ||||||||||
| SR VP, STANDARDS POLICY & PROGRAMS | 37.50 | 0.00 | $155,891 | $0 | $19,500 | Yes (X) | ||||
| MARILYN FLACK | ||||||||||
| SR VP, PATIENT SAFETY INIT, ED. | 2.00 | 35.50 | $11,408 | $202,500 | $58,117 | Yes (X) | ||||
| JOSEPH LEWELLING | ||||||||||
| VP STANDARDS | 37.50 | 0.00 | $182,564 | $0 | $86,766 | Yes (X) | ||||
| SEAN M LOUGHLIN | ||||||||||
| SR DIRECTOR, PUBLICATIONS | 37.50 | 0.00 | $167,106 | $0 | $50,785 | Yes (X) | ||||
| SABRINA REILLY | ||||||||||
| VP, MEMBERSHIP AND MARKETING | 37.50 | 0.00 | $152,073 | $0 | $85,951 | Yes (X) | ||||
| EMILEE HUGHES | ||||||||||
| SR DIRECTOR, TRAINING PROGRAM | 37.50 | 0.00 | $122,311 | $0 | $20,434 | Yes (X) | ||||
| DREW WILLIAMS | ||||||||||
| DIRECTOR, MARKETING & PRODUCT SALES | 37.50 | 0.00 | $119,582 | $0 | $12,068 | Yes (X) | ||||
| MARY K LOGAN | ||||||||||
| FORMER PRESIDENT | 0.00 | 0.00 | $411,965 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,310,470 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $227,255 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $702,541 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 21 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | |||||
| 901 NORTH GLEBE ROAD SUITE 200 | ARLINGTON | VA | 22203 | CONSULTING/ACCOUNTING SERVICES | $297,450 |
| BRIGHTKEY INC | |||||
| 60 WEST STREET SUITE 300 | ANNAPOLIS | MD | 21401 | OUTSIDE SERVICE/PRINTING/PROCESSING | $225,608 |
| DELCOR TECHNOLOGY SOLUTIONS INC | |||||
| 8380 COLESVILLE RD 550 | SILVER SPRING | MD | 20910 | TECHNOLOGY SUPPORT AND SERVICES | $186,744 |
| ALLEN PRESS INC | |||||
| PO BOX 621 | LAWRENCE | KS | 66044 | PRINTING AND PUUBLICATION SERVICES | $159,693 |
| LEVY PREMIUM FOODSERVICE LLC OF TX | |||||
| 500 E CESAR CHAVEZ STREET | AUSTIN | TX | 78701 | CATERING SERVICES | $155,538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION | 900099 | $5,450,585 | $5,414,080 | $36,505 |
| MEMBERSHIP DUES | 900099 | $5,368,977 | $5,368,977 | |
| STANDARDS | 900099 | $2,120,886 | $2,096,316 | $24,570 |
| CERTIFICATION | 900099 | $336,171 | $336,171 | |
| COMMUNICATIONS | 900099 | $298,617 | $43,500 | $255,117 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,200 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $93,200 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $13,668,436 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $494,187 | TotalRevenueColumnAmt |
| Exclusion | $494,187 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $730,065 | TotalRevenueColumnAmt |
| Exclusion | $730,065 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,436,503 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,434,882 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,001,621 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,001,621 | TotalRevenueColumnAmt |
| Exclusion | $1,001,621 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AWARDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,000 | TotalRevenueColumnAmt |
| Exclusion | $6,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,900,309 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,352,244 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $316,192 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,231,873 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,600 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,063,601 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,976,086 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,177 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,707 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,394 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,438 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,429 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,607 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,272,332 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,880 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,418 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,347 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,893 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,959 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,942 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,670,147 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,904 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,199 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,373 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HONORARIA | $873,411 |
| SURVEY & PUBLICATIONS | $470,997 |
| CREDIT CARD DISCOUNTS | $203,841 |
| CERTIFICATION | $183,780 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,492 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,165,954 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $724,152 | BOYAmt |
| EOY | $1,330,684 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,127 | BOYAmt |
| EOY | $122,560 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $769,664 | BOYAmt |
| EOY | $717,840 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $427,044 | BOYAmt |
| EOY | $464,650 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,513,284 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $868,131 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,072 | BOYAmt |
| EOY | $645,153 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,703,054 | BOYAmt |
| EOY | $18,042,911 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $971,221 | BOYAmt |
| EOY | $954,300 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,657 | BOYAmt |
| EOY | $451,240 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,019,991 | BOYAmt |
| EOY | $22,729,338 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,471,490 | BOYAmt |
| EOY | $1,581,415 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,776,915 | BOYAmt |
| EOY | $3,363,954 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $767,054 | BOYAmt |
| EOY | $634,669 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,015,459 | BOYAmt |
| EOY | $5,580,038 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,004,532 | BOYAmt |
| EOY | $17,149,300 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,004,532 | BOYAmt |
| EOY | $17,149,300 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,019,991 | BOYAmt |
| EOY | $22,729,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,734,355 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $949,180 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$538,767 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $469,832 | OtherCostOrOtherBasisAmt |
| Depreciation | $271,135 | DepreciationAmt |
| Book Value | $198,697 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $545,200 | OtherCostOrOtherBasisAmt |
| Depreciation | $386,381 | DepreciationAmt |
| Book Value | $158,819 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $498,252 | OtherCostOrOtherBasisAmt |
| Depreciation | $210,615 | DepreciationAmt |
| Book Value | $287,637 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $645,153 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $403,999 |
| DEFERRED RENT | $225,670 |
| DUE TO AAM FOUNDATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $634,669 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,849,489 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $949,180 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $949,180 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,900,309 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,900,309 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,704,721 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $538,767 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $538,767 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,165,954 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,165,954 | TotalExpensesPerForm990Amt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | DESIGN CONTROL TRAINING | $86,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | QUALITY SYSTEM TRAINING | $100,000 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | QUALITY SYSTEM TRAINING | $51,200 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | PROCESS VALIDATION TRAINING | $17,200 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INTEGRATING RISK MANAGEMENT TRAINING | $17,200 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | HUMAN FACTORS FOR MEDICAL DEVICES TRAINING | $20,000 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | INDUSTRIAL STERILIZATION FOR MEDICAL DEVICES TRAINING | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $311,600 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $311,600 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHCARE INFORMATION & MANAGEMENT SYSTEMS SOCIETY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6923 EAGLE WAY | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 363706745 | RecipientEIN |
| IRC Section | 501C6 | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Purpose Of Grant | SPONSORSHIP OF INTERNATIONAL PATIENT CARE DEVICES DOMAIN | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (8 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BI&T AWARD | 3 | $3,000 |
| BMET OF THE YEAR AWARD | 1 | $1,500 |
| BRIGHT IDEAS AWARD | 1 | $1,000 |
| HTM ASSOCIATE OF YEAR AWARD | 1 | $1,500 |
| HTM LEADERSHIP AWARD | 1 | $2,500 |
| PATIENT SAFETY AWARD | 1 | $1,500 |
| SPIRIT OF AAMI AWARD | 1 | $2,000 |
| YOUNG PROFESSIONAL AWARD WINNER | 1 | $1,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AWARDS COMMITTEE SELECTS RECIPIENTS BASED ON AAMI CRITERIA. AFTER AWARDING THE FUNDS, THERE IS NO FURTHER MONITORING OF THE USE OF THE FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT D JENSEN | ||||||||||||||
| PRESIDENT | $432,338 | $24,357 | $0 | $0 | $7,060 | $398 | $98,169 | $5,531 | $16,319 | $919 | $553,886 | $31,205 | $0 | $0 |
| STEPHEN W CAMPBELL | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $252,526 | $0 | $94,200 | $0 | $258 | $0 | $172,823 | $0 | $15,752 | $0 | $535,559 | $0 | $0 | $0 |
| DEBORAH L REUTER | ||||||||||||||
| SR VP, EDUCATION | $178,698 | $0 | $22,400 | $0 | $90 | $0 | $56,092 | $0 | $13,057 | $0 | $270,337 | $0 | $0 | $0 |
| JENNIFER PADBERG | ||||||||||||||
| SR VP, STANDARDS POLICY & PROGRAMS | $141,962 | $0 | $13,854 | $0 | $75 | $0 | $19,500 | $0 | $2,915 | $0 | $178,306 | $0 | $0 | $0 |
| MARILYN FLACK | ||||||||||||||
| SR VP, PATIENT SAFETY INIT, ED. | $9,814 | $174,198 | $1,573 | $27,927 | $21 | $375 | $3,020 | $53,597 | $236 | $4,180 | $14,664 | $260,277 | $0 | $0 |
| JOSEPH LEWELLING | ||||||||||||||
| VP STANDARDS | $163,906 | $0 | $18,400 | $0 | $258 | $0 | $41,259 | $0 | $49,989 | $0 | $273,812 | $0 | $0 | $0 |
| SEAN M LOUGHLIN | ||||||||||||||
| SR DIRECTOR, PUBLICATIONS | $148,568 | $0 | $18,400 | $0 | $138 | $0 | $41,252 | $0 | $11,010 | $0 | $219,368 | $0 | $0 | $0 |
| SABRINA REILLY | ||||||||||||||
| VP, MEMBERSHIP AND MARKETING | $133,535 | $0 | $18,400 | $0 | $138 | $0 | $40,224 | $0 | $47,990 | $0 | $240,287 | $0 | $0 | $0 |
| MARY K LOGAN | ||||||||||||||
| FORMER PRESIDENT | $14,400 | $0 | $341,750 | $0 | $55,815 | $0 | $0 | $0 | $0 | $0 | $411,965 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS TRAVEL EXPENSES FOR THE SPOUSE OF THE PRESIDENT/CEO FOR UP TO 2 MEETINGS PER YEAR. SPOUSAL TRAVEL EXPENSES ARE NOT TREATED AS TAXABLE COMPENSATION TO THE PRESIDENT/CEO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE CAN ACT FOR THE BOARD ON ALL MATTERS EXCEPT THOSE SPECIFICALLY RESERVED TO THE MEMBERS OR THE BOARD BY THE BYLAWS OR BY VIRGINIA LAW. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN NOVEMBER 2017, THE ORGANIZATION AMENDED ITS BYLAWS TO EFFECT A CHANGE IN FISCAL YEAR-END FROM DECEMBER TO SEPTEMBER, EFFECTIVE AS OF 9/30/2018. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS EIGHT CLASSES OF MEMBERSHIP: 1. INDIVIDUAL - THE INDIVIDUAL MEMBERS OF THE ASSOCIATION SHALL BE NATURAL PERSONS WHO ARE USERS OR DESIGNERS OF MEDICAL INSTRUMENTATION, OR WHO OTHERWISE HAVE AN INTEREST IN THE FIELD OF MEDICAL INSTRUMENTATION. EACH INDIVIDUAL MEMBER SHALL HAVE ONE VOTE FOR ALL MATTERS UNDER ARTICLE II OF THE BYLAWS. INDIVIDUAL MEMBERS MAY SERVE ON THE BOARD OF DIRECTORS AND COMMITTEES OF THE ASSOCIATION. 2. ASSOCIATE- THE ASSOCIATE MEMBERS OF THE ASSOCIATION SHALL BE THOSE INDIVIDUALS IN NON-MANAGERIAL AND NON-SUPERVISORY ROLES IN HEALTHCARE DELIVERY ORGANIZATIONS WHO ARE USERS OR REPAIRERS OF MEDICAL EQUIPMENT OR INFORMATION TECHNOLOGY PROFESSIONALS INTERESTED IN MEDICAL INSTRUMENTATION. ASSOCIATE MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE ON ASSOCIATION MATTERS, NOR SHALL THEY SERVE ON THE BOARD OF DIRECTORS OF THE ASSOCIATION. 3. INSTITUTIONAL - THE INSTITUTIONAL MEMBERS OF THE ASSOCIATION SHALL BE ACADEMIC, PHILANTHROPIC, SCIENTIFIC, GOVERNMENTAL, HEALTH CARE, AND OTHER NONPROFIT ORGANIZATIONS THAT DEMONSTRATE AN INTEREST IN MEDICAL INSTRUMENTATION. EACH INSTITUTIONAL MEMBER SHALL DESIGNATE AN OFFICIAL REPRESENTATIVE TO REPRESENT IT IN THE ACTIVITIES OF THE ASSOCIATION. EACH INSTITUTIONAL MEMBER SHALL HAVE ONE VOTE FOR ALL MATTERS UNDER ARTICLE II OF THE BYLAWS. INSTITUTIONAL MEMBER REPRESENTATIVES MAY SERVE ON THE BOARD OF DIRECTORS AND COMMITTEES OF THE ASSOCIATION. 4. CORPORATE - THE CORPORATE MEMBERS OF THE ASSOCIATION SHALL BE CORPORATIONS OR OTHER BUSINESS ORGANIZATIONS WHICH MANUFACTURE, SELL, OR SERVICE MEDICAL INSTRUMENTATION OR WHICH HAVE A BUSINESS-RELATED ACTIVITY INVOLVED WITH MEDICAL INSTRUMENTATION. EACH CORPORATE MEMBER SHALL DESIGNATE AN OFFICIAL REPRESENTATIVE TO REPRESENT IT IN THE ACTIVITIES OF THE ASSOCIATION. EACH CORPORATE MEMBER SHALL HAVE ONE VOTE FOR ALL MATTERS UNDER ARTICLE II OF THE BYLAWS. CORPORATE MEMBER REPRESENTATIVES MAY SERVE ON THE BOARD OF DIRECTORS AND COMMITTEES OF THE ASSOCIATION. 5. BIOMEDICAL SOCIETY - THE BIOMEDICAL SOCIETY MEMBERS OF THE ASSOCIATION SHALL BE LOCAL, STATE, AND NATIONAL PROFESSIONAL MEMBERSHIP SOCIETIES AND ASSOCIATIONS FOR BIOMEDICAL EQUIPMENT TECHNICIANS, CLINICAL ENGINEERS, AND SIMILAR PERSONNEL THAT HAVE AN INTEREST IN THE FIELD OF MEDICAL INSTRUMENTATION. BIOMEDICAL SOCIETY MEMBER REPRESENTATIVES DO NOT HAVE THE RIGHT TO VOTE ON ASSOCIATION MATTERS AND MAY NOT SERVE ON THE BOARD OF DIRECTORS OR COMMITTEES OF THE ASSOCIATION, UNLESS THEY ARE OTHERWISE MEMBERS IN A DIFFERENT CATEGORY. 6. HONORARY - THE HONORARY MEMBERS OF THE ASSOCIATION SHALL BE NATURAL PERSONS WHO, BECAUSE OF EXTRAORDINARY PERFORMANCE OF SERVICE TO OR SUPPORT OF THE FIELD OF MEDICAL INSTRUMENTATION, ARE SO DESIGNATED FOR LIFE. HONORARY MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE ON ASSOCIATION MATTERS, NOR SHALL THEY SERVE ON THE BOARD OF DIRECTORS OR COMMITTEES OF THE ASSOCIATION. 7. EMERITUS - THE EMERITUS MEMBERS OF THE ASSOCIATION SHALL BE NATURAL PERSONS WHO HAVE BEEN INDIVIDUAL MEMBERS OR REPRESENTATIVES OF INSTITUTIONAL OR CORPORATE MEMBERS FOR AT LEAST TEN YEARS AND WHO ARE NO LONGER ENGAGED IN FULL-TIME EMPLOYMENT OR SUCH OTHER NATURAL PERSONS DESIGNATED AS EMERITUS MEMBERS BY THE BOARD OF DIRECTORS. EMERITUS MEMBERS SHALL NOT HAVE THE RIGHT TO VOTE ON ASSOCIATION MATTERS, NOR SHALL THEY SERVE ON THE BOARD OF DIRECTORS OR COMMITTEES OF THE ASSOCIATION. 8. RETIREE- RETIREE MEMBERS OF THE ASSOCIATION SHALL BE NATURAL PERSONS WHO (A) ARE FULLY RETIRED FROM THE HEALTHCARE INDUSTRY; (B) ARE NOT EARNING INCOME (WITH THE EXCEPTION OF PENSIONS/RETIREMENT ACCOUNTS) THROUGH ANY HEALTHCARE-RELATED ACTIVITY, INCLUDING CONSULTING; (C) HAVE BEEN A MEMBER OF AAMI FOR AT LEAST THREE (3) OF THE LAST FIVE (5) YEARS, AND; (D) CONTINUE TO SUPPORT THE MISSION AND PURPOSES OF THE ASSOCIATION. RETIREE MEMBERS SHALL HAVE THE FULL BENEFITS OF INDIVIDUAL MEMBERS BUT MAY NOT SERVE ON THE BOARD OF DIRECTORS OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7B | AAMI IS A VIRGINIA CORPORATION, AND CHANGES TO BYLAWS, AS WELL AS APPROVAL OF MERGERS AND OTHER EXTRAORDINARY TRANSACTIONS, MUST BE MADE BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | AAMI HAS A WRITTEN POLICY STATING THAT THE BOARD OF DIRECTORS REVIEWS FORM 990 PRIOR TO FILING. ANY ISSUES MUST BE REVIEWED AND RESOLVED BY THE BOARD'S EXECUTIVE COMMITTEE PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS INCLUDED IN ALL BOARD AND OTHER COMMITTEE MEETING AGENDA BOOKS. POLICY REMINDERS ARE MADE AT THE BEGINNING OF ALL MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15 | AAMI FOLLOWS A REGULAR SCHEDULE FOR AN EXTERNAL (OUTSIDE CONSULTANT) SALARY REVIEW OF ALL SALARIES, INCLUDING KEY EMPLOYEES, AT LEAST EVERY 3 YEARS. THIS WORK WAS DONE IN 2015. AN EXTERNAL EXPERT ALSO PROVIDES ANNUAL MARKET DATA TO THE EXECUTIVE COMMITTEE FOR THE PRESIDENT'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAMI FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4301 N FAIRFAX DRIVE SUITE 301 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274379275 | EIN |
| Primary Activities | ADVANCEMENT IN THE FIELD OF MEDICAL INSTRUMENTATION | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAMI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAMI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | N | TransactionTypeTxt |
| Involved | $104,831 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |