2015-08-12T16:00:10-05:00 2014-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2013-10-01 362384118 AMERICAN ASSOCIATION OF BLOOD BANKS AMER 3019076977 8101 GLENBROOK ROAD BETHESDA MD 20814 THOMAS HOPKINS CFO 2403336615 2015-08-12 1 MELISSA LAFFERTY P01222987 5712279500 2013 2016-02-25 16:41:14Z AABB MIRIAM A MARKOWITZ 8101 GLENBROOK ROAD BETHESDA MD 20814 23718110 0 X WWW.AABB.ORG X 1958 IL TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 18 18 118 450 843672 77054 4748344 3736666 14612861 14481448 629641 1232834 1712650 2313026 21703496 21763974 2698897 41123 0 0 10098524 10492472 0 0 147558 10222768 12586355 23020189 23119950 -1316693 -1355976 20963889 19283583 10906022 11217332 10057867 8066251 X TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 0 0 6998123 41123 8271181 EDUCATION: AABB PROVIDES EDUCATIONAL PROGRAMS INCLUDING CONFERENCES, AUDIO-CONFERENCES, PUBLICATIONS, NEWSLETTERS, AND TECHNICAL CONSULTING SERVICES DESIGNED TO PROVIDE CONTINUING PROFESSIONAL EDUCATION TO INDIVIDUALS IN THE FIELD OF TRANSFUSION MEDICINE AND CELLULAR AND RELATED BIOLOGICAL THERAPIES. 3865840 6021490 STANDARDS AND ACCREDITATION: AABB DEVELOPS STANDARDS AND GUIDANCE FOR VOLUNTARY COMPLIANCE AND ACCREDITATION PROCESSES THAT DEFINE OPTIMAL PATIENT AND DONOR CARE IN TRANSFUSION MEDICINE, CELLULAR AND RELATED BIOLOGICAL THERAPIES. 3368588 678476 NATIONAL BLOOD EXCHANGE PROGRAM, GOVERNMENT AGREEMENT AND OTHER CONTRACTS. 682292 PUBLIC ADVOCACY AND AWARENESS: THROUGH ITS REGULATORY AFFAIRS AND PUBLIC POLICY PROGRAMS, AABB PROVIDES INFORMATION TO MEMBERS AND THE GENERAL PUBLIC ON FEDERAL GOVERNMENT AGENCY AND LEGISLATIVE ACTIVITIES AFFECTING TRANSFUSION AND CELLULAR THERAPIES COMMUNITIES. 1197903 1083753 SCIENCE AND RESEARCH: AABB ADVANCES THE ACQUSITION, TRANSLATION AND APPLICATION OF NEW KNOWLEDGE IN THE DISCIPLINES OF BASIC, CLINICAL, BEHAVIORAL, MANAGERIAL AND LABRATORY SCIENCES AS THE APPLY TO TRANSFUSION MEDICINE, CELLULAR AND RELATED BIOLOGICAL THERAPIES THROUGH ITS SCHOLARLY JOURNAL TRANSFUSION, PROVIDING DATA RELEVANT TO BLOOD SUPPLY, UTILIZATION, AND DISEASES TRANSMITTED VIA BLOOD AND BLOOD PRODUCTS. 1880195 1083753 16112746 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 90 0 118 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ KS KY MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV CT CO FL GA HI IL X THOMAS HOPKINS 2403336615 8101 GLENBROOK ROAD BETHESDA MD 20814 GRAHAM SHER MD PRESIDENT 2.00 X X 0 0 0 SUSAN L STRAMER PHD PAST PRESIDENT 2.00 X X 0 0 0 LYNNE UHL MD PRESIDENT-ELECT 2.00 X X 0 0 0 DONNA REGAN MT VICE PRESIDENT 2.00 X X 0 0 0 ZBIGNIEW SZCZPIORKOWSKI MD PHD SECRETARY 2.00 X X 0 0 0 NORA HIRSCHLER MD TREASURER 2.00 X X 0 0 0 DONALD BERGLUND MHA FACHE DIRECTOR 2.00 X 0 0 0 MICHAEL MURPHY MD DIRECTOR 2.00 X 0 0 0 BETH SHAZ MD DIRECTOR 2.00 X 0 0 0 SUSAN JOHNSON MSTMASCPSBB DIRECTOR 2.00 X 0 0 0 DAN WAXMAN MD DIRECTOR 2.00 X 0 0 0 JEANNIE CALLUM MD FRCPC DIRECTOR 2.00 X 0 0 0 MARY BETH BASSETT BS MTASCP DIRECTOR 2.00 X 0 0 0 MARY O'NEILL MD DIRECTOR 2.00 X 0 0 0 DAVID MCKENNA JR MD DIRECTOR 2.00 X 0 0 0 STEVEN SLOAN MD PHD TM SECTION REPRESENTATIVE 2.00 X 0 0 0 DOUG PADLEY CT SECTION REPRESENTATIVE 2.00 X 0 0 0 MARY LAUGHLIN MD DIRECTOR 2.00 X 0 0 0 MARK CONHEADY CFO 40.00 X 184704 0 27725 KAREN L SHOOS CEO 40.00 X 302566 0 38918 MIRIAM MARKOWITZ CEO CEO, EX-OFFICIO DIRECTOR 40.00 X 226946 0 49230 THOMAS HOPKINS CFO 40.00 X 0 0 0 JEAN OTTER DIVISION DIRECTOR 40.00 X 239033 0 43461 MICHAEL BREARD DIVISION DIRECTOR 40.00 X 186548 0 35777 JAMES REILLY DIVISION DIRECTOR 40.00 X 206465 0 41672 NAYNESH KAMANI DIVISION DIRECTOR 40.00 X 153652 0 33747 SCHIFF PHILIP DIVISION DIRECTOR 40.00 X 178791 0 31158 KATHY LOPER DIR OF CELLULAR THERAPY 40.00 X 160719 0 43150 BARBEE WHITAKER DIR OF RESEARCH 40.00 X 151803 0 41911 DIANE KILLION GENERAL COUNSEL 40.00 X 142014 0 40368 MYRA CARR GREER DIR OF REGULATORY AFFAIRS 40.00 X 133574 0 21021 BRIAN WALTERS DIR OF ACCOUNTING 40.00 X 130492 0 16132 2397307 0 464270 21 0 1 0 CENTERPLATE 1 WEST PRATT STREET BALTIMORE MD 21202 ANNUAL MEETING FOOD & BEVERAGE 591710 TMA RESOURCESPERSONIFY 1919 GALLOWS RD SUITE 400 VIENNA VA 22182 SOFTWARE SERVICES 393994 FREEMAN PO BOX 650036 DALLAS TX 75265 ANNUAL MEETING LOGISTICS & SUPPORT 264817 PROTIVITI 12269 COLLECTIONS CENTER CHICAGO IL 60693 SOFTWARE SERVICES 254435 DIANE DE CONING 102 WOODLAND CARDENS NORTH RIDING JOHANNESBURG SF 2055 CONSULTING SERVICES 208081 21 3085237 651429 3736666 EDUCATION CONFERENCES 541900 5065813 5065813 ANNUAL MEETING 541800 3956264 3837189 119075 DUES 900099 3084744 3084744 CONSULTING 541900 966211 966211 PRINT/ONLINE PUBLICATION 541800 798598 198590 600008 609818 609818 14481448 1204379 1204379 806151 806151 1725875 1697420 28455 28455 28455 1573452 256716 1316736 1316736 MISCELLANEOUS INCOME 900099 190139 124589 65550 190139 21763974 15079101 843672 2104535 41123 41123 1869967 1034242 835725 6646520 5227135 1349588 69797 523815 413130 105615 5070 847270 624443 215395 7432 604900 471920 127964 5016 62206 26768 35438 50943 50943 10554 10554 23374 230 20264 2880 172542 71513 100822 207 952424 727141 223965 1318 347601 154784 192007 810 1557373 244314 1313059 2838857 2569229 250628 19000 993964 925940 52428 15596 529853 5817 524036 375357 12004 363353 PY UBI TAX 3942 3942 PROFESSIONAL/CONTRACTOR 3611285 2639182 972103 OTHER 290348 290348 MARKETING 235486 211410 24076 530246 422073 87741 20432 23119950 16112746 6859646 147558 210882 721586 34807 11429 3750106 3940804 543752 534424 1766380 561729 8034338 6400530 1550815 1633808 13039289 11829778 67858 50025 20963889 19283583 4633882 5198980 5847035 5678415 425105 339937 10906022 11217332 X 9402365 7596111 655502 470140 10057867 8066251 20963889 19283583 -1355976 -635640 0 X X 0 1 X 1 1 1 X 3380122 2563269 4233586 4748345 3736666 18661988 3380122 2563269 4233586 4748345 3736666 18661988 18661988 664347 813054 731091 1232890 2010530 5451912 28174 26278 77054 131506 20321 28937 181485 106311 190139 527193 24772599 80568652 0.75330 0.73370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 15000 0 0 0 0 0 15000 0 PART II-B, LINE 1: DURING THE YEAR, THE ORGANIZATION DISTRIBUTED MAILING AND SIMILAR COMMUNICATIONS TO CONGRESS AND OTHERS ON ISSUES WHICH IMPACT AABB. 598619 492118 106501 2325529 1778698 546831 5110190 4129714 980476 1633808 DEFERRED RENT 159903 DEFERRED LEASE INCENTIVE 113625 CAPITAL LEASE 66409 339937 X 21385050 -635640 256716 -378924 21763974 0 21763974 23376666 256716 256716 23119950 0 23119950 PART X, LINE 2: THE ASSOCIATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ASSOCIATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2011 THROUGH 2013 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 256,716. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 256,716. SUB-SAHARAN AFRICA 0 30 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 1710908 SOUTH AMERICA 0 5 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 4643 SOUTH ASIA 0 5 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 5739 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 1569 MIDDLE EAST AND NORTH AFRICA 0 11 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 15375 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 1557 0 55 0 0 0 55 1739791 0 1739791 0 0 0 0 0 0 1 THE JOHN HOPKINS UNIVERSITY 600 N WOLFE ST CARNEGIE 434 BALTIMORE MD 212876417 520595110 501(C)(3) 41123 0 TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN THEIR TRANSFUSION LABS. 1 PART I, LINE 2: AABB PROVIDES AN ANNUAL GRANT TO JOHNS HOPKINS UNIVERSITY (JHU) IN REOCOGNITION OF SERVICES PROVIDED TO AABB'S JOURNAL, TRANSFUSION, BY PAUL NESS, MD, CHIEF OF TRANSFUSION MEDICINE. THE GRANT IS USED TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN JHU'S TRANSFUSION LABS. DR. NESS SERVES AS EDITOR-IN CHIEF OF THE JOURNAL. THE BOARD OF DIRECTORS AWARDED THE GRANT TO JOHNS HOPKINS UNIVERSITY IN RECOGNITION OF DR. NESS'S VOLUNTARY CONTRIBUTION, BASED ON DR. NESS'S UNIQUE QUALIFICATIONS AS A PHYSICIAN WITH A SPECIALTY IN TRANSFUSION MEDICINE, HIS KNOWLEDGE OF NATIONAL AND INTERNATIONAL ISSUES RELATING TO TRANSFUSION MEDICINE, AND HIS MULTIPLE YEARS OF SERVICE AS A VOLUNTEER ASSOCIATE EDITOR FOR THE JOURNAL PRIOR TO BECOMING THE EDITOR-IN-CHIEF. X X X 0 0 0 0 0 0 0 0 0 MARK CONHEADY CFO 165445 0 15000 0 4259 0 15936 0 11789 0 212429 0 0 0 KAREN L SHOOS CEO 252734 0 45000 0 4832 0 18688 0 20230 0 341484 0 0 0 MIRIAM MARKOWITZ CEO CEO, EX-OFFICIO DIRECTOR 225755 0 0 0 1191 0 28951 0 20279 0 276176 0 0 0 JEAN OTTER DIVISION DIRECTOR 203922 0 30000 0 5111 0 22735 0 20726 0 282494 0 0 0 MICHAEL BREARD DIVISION DIRECTOR 179181 0 0 0 7367 0 18232 0 17545 0 222325 0 0 0 JAMES REILLY DIVISION DIRECTOR 189730 0 15000 0 1735 0 20945 0 20727 0 248137 0 0 0 NAYNESH KAMANI DIVISION DIRECTOR 151641 0 0 0 2011 0 28951 0 4796 0 187399 0 0 0 SCHIFF PHILIP DIVISION DIRECTOR 146444 0 30000 0 2347 0 22735 0 8423 0 209949 0 0 0 KATHY LOPER DIR OF CELLULAR THERAPY 156752 0 3000 0 967 0 16737 0 26413 0 203869 0 0 0 BARBEE WHITAKER DIR OF RESEARCH 147326 0 2000 0 2477 0 14759 0 27152 0 193714 0 0 0 DIANE KILLION GENERAL COUNSEL 137709 0 2000 0 2305 0 13634 0 26734 0 182382 0 0 0 MYRA CARR GREER DIR OF REGULATORY AFFAIRS 131532 0 0 0 2042 0 11587 0 9434 0 154595 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONDUCT ALL NECESSARY BUSINESS OF AABB IN THE INTERIM BETWEEN THE SESSIONS OF THE BOARD, AND SHALL REPORT THE RESULTS OF ITS MEETINGS, DELIBERATIONS AND OTHER ACTIONS TO THE BOARD IN A TIMELY MANNER. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATIONS HAVE TWO CLASSESS OF VOTING MEMBERS: INSTITUTIONAL MEMBERS AND INDIVIDUAL MEMBERS. FACILITIES THAT COLLECT, PROCESS, TEST OR ADMINISTER BLOOD OR PROVIDE CELLULAR THERAPIES OR MOLECULAR TESTING SERVICES SHALL BE ELIGIBLE TO BECOME INSTITUTIONAL MEMBERS. ANY INDIVIDUAL WHO IS CURRENTLY INVOLVED IN ACTIVITIES RELATED TO TRANSFUSION AND TRANSPLANTATION MEDICINE, CELLULAR THERAPIES OR MOLECULAR TESTINGS MAY BE AN ACTIVE MEMBER. FORM 990, PART VI, SECTION A, LINE 7A THE INDIVIDUAL VOTING MEMBERSHIP AND THE INSTITUTIONAL VOTING MEMBERSHIP SHALL ELECT THE OFFICERS, DISTRICT AND AT-LARGE DIRECTORS. ALL MEMBERS VOTE FOR THE BOARD OF DIRECTORS IN THE ANNUAL BUSINESS MEETING. THOSE CANDIDATES ARE NORMALLY PROPOSED BY THE NOMINATING COMMITTEE. MEMBERS ARE FREE TO ACCEPT OR REJECT THE CANDIDATES PROPOSED. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND ETHICS COMMITTEE WILL MEET AND APPROVE THE 990 TAX RETURN AND AFTER THAT WILL PRESENT THE ACTION TAKEN AS A REPORT OF THE COMMITTEE TO THE FULL BOARD AT ITS NEXT REGULARLY SCHEDULED MEETING. THE AUDIT AND ETHICS COMMITTEE WILL APPROVE THE TAX RETURN AND THEN RECOMMEND THAT THE BOARD REVIEW AND ACCEPT THE TAX RETURN WITH A NOTE IN THE MINUTES THAT THE TAX RETURN HAS BEEN REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AABB HAS DEVELOPED A DISCLOSURE POLICY, WHICH IS TO BE COMPLETED ANNUALLY AND UPDATED WHENEVER NECESSARY TO DISCLOSE NEW CONFLICTS BY BOARD MEMBERS, THOSE APPOINTED TO SERVE ON COMMITTEES AND ALL STAFF. VOLUNTEER ASSESSORS ARE REQUIRED TO COMPLETE AND KEEP CURRENT A SEPARATE FORM DEVELOPED BY THE ACCREDITATION DEPARTMENT. THE EXECUTIVE OFFICE AND THE HUMAN RESOURCES DEPARTMENT ENSURE THAT CONFLICTS OF INTEREST (E.G., GRANTS OR CONTRACT SUPPORT, CONSULTANCIES, BOARD POSITIONS) OF BOARD MEMBERS, COMMITTEE MEMBERS (INCLUDING REPRESENTATIVES) AND STAFF THAT PRESENT AN ACTUAL OR APPARENT CONFLICT OF INTEREST ARE DISCLOSED ANNUALLY IN WRITING AND UPDATED WHENEVER NECESSARY TO DISCLOSE NEW CONFLICTS. CHANGES IN SUCH CONFLICTS ARE REFLECTED ON DISCLOSURE FORMS PROVIDED AT EVERY BOARD AND COMMITTEE MEETING. ONCE A CONFLICT HAS BEEN DISCLOSED, THE PRESIDENT OR THE COMMITTEE CHAIR, AS APPLICABLE, ON HIS OR HER OWN INITIATIVE OR AT THE REQUEST OF A BOARD OR COMMITTEE MEMBER, HAS THE AUTHORITY TO REQUIRE THAT THE CONFLICTED INDIVIDUAL BE EXCLUDED FROM DISCUSSING AND/OR VOTING ON THE PARTICULAR ISSUE. FORM 990, PART VI, SECTION B, LINE 15 AT LEAST EVERY TWO YEARS, A COMPENSATION AND BENEFITS SPECIALIST REVIEWS ALL JOBS AND JOB DESCRIPTIONS AND ENSURES THAT THE SALARY RANGE FOR EACH JOB IS COMPETITIVE WITH MARKET CONDITIONS. THE AMERICAN ASSOCIATION OF BLOOD BANKS' HUMAN RESOURCES COMMITTEE ANNUALLY REVIEWS THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES. THE PROCESS WAS LAST UNDERTAKEN IN FEBRUARY 2013 FOR THE CEO AN OTHER OFFICERS/KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE LISTED ON THE AABB WEBSITE. THE FINANCIAL STATEMENT INFORMATION IS ONLY LISTED AS PART OF THE FORM 990, WHICH IS FILED ANNUALLY. THE FINANCIAL STATEMENTS THEMSELVES ARE NOT MADE AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND 8101 GLENBROOK RD BETHESDA MD 20814 522059102 TO FUND RESEARCH, EDUCATION AND TRAINING MD 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0