2014-02-15T10:25:02-06:00 2013-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-10-01 362384118 AMERICAN ASSOCIATION OF BLOOD BANKS AMER 2403336615 8101 GLENBROOK ROAD BETHESDA MD 20814 MARK R CONHEADY 2403336615 2014-02-11 1 KAREN GRIES P00078514 5712279500 2012 2015-11-30 17:44:51Z AABB MIRIAM A MARKOWITZ 8101 GLENBROOK ROAD BETHESDA MD 20814 23408472 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. 19 19 100 784 607523 26278 4233586 4748344 14826339 14612861 200524 629641 2081860 1712650 21342309 21703496 9501 2698897 0 0 9397924 10098524 0 0 100800 11911407 10222768 21318832 23020189 23477 -1316693 21910388 20963889 11073154 10906022 10837234 10057867 X TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 0 0 7271195 2698897 8926599 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. 5449923 7187311 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. 4103037 4475581 NATIONAL BLOOD EXCHANGE PROGRAM, GOVERNMENT AGREEMENT AND OTHER CONTRACTS. 646007 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. 318018 772288 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. 1166967 INVESTMENT INCOME 964025 1939255 17788180 1 0 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 99 0 100 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 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 MARK R CONHEADY 2403336615 8101 GLENBROOK ROAD BETHESDA MD 20814 DARRELL J TRIULZI MD 2.00 X X 0 0 0 GRAHAM SHER MD 2.00 X X 0 0 0 SUSAN STRAMER PHD 2.00 X X 0 0 0 LYNNE UHL MD 2.00 X X 0 0 0 DONNA REGAN MT 2.00 1.00 X X 0 0 0 ZBIGNIEW SZCZPIORKOWSKI MD PHD 2.00 1.00 X X 0 0 0 SUSAN JOHNSON MSTM 2.00 X 0 0 0 MICHAEL MURPHY MD 2.00 X 0 0 0 JOANNE BECKER MD 2.00 X 0 0 0 JEANNIE CALLUM MD 2.00 X 0 0 0 MARY O'NEILL MD 2.00 X 0 0 0 NORA HIRSCHLER MD 2.00 X 0 0 0 DOUG PADLEY MT ASCP 2.00 X 0 0 0 BETH SHAZ MD 2.00 X 0 0 0 EVA QUINLEY MS MT 2.00 X 0 0 0 DAVID MCKENNA MD 2.00 X 0 0 0 DARIN J WEBER PHD 2.00 X 0 0 0 SUSAN ROSEFF MD 2.00 X 0 0 0 JOHNATHAN WATERS MD 2.00 X 0 0 0 KAREN L SHOOS JD 40.00 2.00 X 391526 0 32436 MIRIAM MARKOWITZ 40.00 2.00 X 0 0 0 MARK ROYAL CONHEADY CPA 40.00 2.00 X 176088 0 25042 PHILIP SCHIFF 40.00 X 213512 0 42380 JEAN OTTER MT 40.00 X 214485 0 36815 MICHAEL BREARD MHS 40.00 X 174307 0 31225 JAMES REILLY 40.00 X 201430 0 35241 MYRA ALLENE CARR-GREER 40.00 X 131276 0 19323 DIANE KILLION JD 40.00 X 146462 0 33078 KATHLEEN LOPER MHS 40.00 X 161827 0 27700 DENNIS SADLER 40.00 X 129951 0 25161 BARBEE WHITAKER PHD 40.00 X 155602 0 28852 2096466 0 337253 21 0 1 0 LEVY RESTAURANTS 415 SUMMER STREET BOSTON MA 20166 ANNUAL MEETING CATERING 559023 FREEMAN PO BOX 650036 DALLAS TX 75265 ANNUAL MEETING MANAGEMENT 380652 SIGANATURE SYSTEMS 715 CAMP ST NEW ORLEANS LA 70130 SOFTWARE DEVELOPER 277910 STRATEGY MANAGEMENT INSTITUTE 225 80TH ST VIRGINIA BEACH VA 23451 STRATEGIC PLANNING 205193 CONTENT MANAGEMENT 100 WEST BEAVER CREEK RD RICHMOND HILLS CA L4B 1H4 ANNUAL MEETING MANAGEMENT 195455 11 3842795 905549 4748344 EDUCATION CONFERENCES 541900 5241167 5241167 ANNUAL MEETING 541800 4050009 3963284 86725 DUES 900099 3137302 3137302 CONSULTING 541900 830800 830800 PRINT/ONLINE PUBLICATION 541800 720798 200000 520798 632785 632785 14612861 654672 654672 578218 578218 1475893 1500924 -25031 -25031 -25031 1232173 204052 1028121 1028121 MISCELLANEOUS INCOME 900099 106311 106311 106311 21703496 15033459 607523 1314170 2698897 2698897 2234778 1720779 513999 5866001 4516821 1349180 624309 480718 143591 762577 587184 175393 610859 470361 140498 78166 60188 17978 55161 42474 12687 17979 13844 4135 187396 66679 19917 100800 654375 503869 150506 359693 276964 82729 849529 654137 195392 1653169 1272940 380229 2312341 1780503 531838 13958 10748 3210 563519 433910 129609 337618 259966 77652 PROFESSIONAL/CONTRACTOR 1121990 863932 258058 OTHER 841618 167549 674069 CATERING 772134 594543 177591 MEMBERSHIP FEES 246571 189860 56711 157551 121314 36237 23020189 17788180 5131209 100800 476910 210882 259750 32679 34807 4689551 3750106 480779 543752 1898422 1766380 7421490 5870675 1366592 1550815 12629531 13039289 76174 67858 21910388 20963889 4613828 4633882 6075316 5847035 384010 425105 11073154 10906022 X 10097860 9402365 739374 655502 10837234 10057867 21910388 20963889 -1316693 537326 0 X X 0 1 X 1 1 1 X 4928552 3380122 2563269 4233586 4748345 19853874 4928552 3380122 2563269 4233586 4748345 19853874 19853874 891072 664347 813054 731091 1232890 4332454 768773 803100 651593 103408 192012 2518886 18203 20321 28937 181485 106311 355257 27060471 61831117 0.73370 0.74540 X 0 1 0 1 20000 0 0 0 0 0 20000 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 448494 150125 2245000 1935290 309710 4577871 3486891 1090980 1550815 DEFERRED RENT 192519 DEFERRED LEASE INCENTIVE 134442 CAPITAL LEASE 98144 425105 X 22444874 537326 204052 741378 21703496 0 21703496 23224241 204052 204052 23020189 0 23020189 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 204,052. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 204,052. 1 SUB-SAHARAN AFRICA 0 14 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 3791845 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICE TRAVEL FOR ACCREDITATION SERVICES 3345 SOUTH AMERICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 13234 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 5551 EUROPE (INCLUDING ICELAND & GREENLAND) - 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 14189 MIDDLE EAST AND NORTH AFRICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 14271 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 87811 NORTH AMERICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 8840 0 28 0 0 0 28 3939086 0 3939086 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: ALL REQUESTS FOR FUNDS RELATE TO THE MANAGEMENT OF AABB'S PEPFAR COOPERATIVE AGREEMENTS WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION. THE COOPERATIVE AGREEMENT PLAN PROVIDES THAT CERTAIN ACTIVITIES WILL OCCUR. FROM THERE, PLANNING IS MADE TO ENSURE THAT THE FUNDS ARE GOING FOR THE STATED PURPOSE. EXPENSES ARE THEN CATALOGUED BY COUNTRY ON A WEEKLY BASIS AND THE REPORT SENT TO THE DIRECTOR IN CHARGE OF PEPFAR TO ENUSRE THAT SPENDING TOTALS ARE KEPT WITHIN BUDGETED AMOUNTS UNDER THE COOPERATIVE AGREEMENT. ALL WIRES ARE REQUESTED BY THE PEPFAR GROUP. THE WIRES ARE THEN INITIATED IN ACCOUNTING AND THE FUNDS TRACKED FOR TIMELY SUBMISSION OF RECEIPTS. AABB HAS IMPLEMENTED A WEB BASED TIME AND EXPENSE SYSTEM, WITH SCANNED COPIES OF ALL EXPENSES SUBMITTED WITH THE REQUEST FOR REIMBURSEMENT. 1 THE JOHN HOPKINS UNIVERSITY 600 N WOLFE ST CARNEGIE 434 BALTIMORE MD 212876417 520595110 501(C)(3) 40317 TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN THEIR TRANSFUSION LABS. 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 KAREN L SHOOS JD 364065 0 24623 0 2838 0 20297 0 12139 0 423962 0 0 0 MARK ROYAL CONHEADY CPA 162552 0 10000 0 3536 0 17676 0 7366 0 201130 0 0 0 PHILIP SCHIFF 201389 0 10607 0 1516 0 22521 0 19859 0 255892 0 0 0 JEAN OTTER MT 199473 0 10655 0 4357 0 22613 0 14202 0 251300 0 0 0 MICHAEL BREARD MHS 167129 0 0 0 7178 0 17424 0 13801 0 205532 0 0 0 JAMES REILLY 189982 0 10007 0 1441 0 21122 0 14119 0 236671 0 0 0 MYRA ALLENE CARR-GREER 124857 0 4725 0 1694 0 11578 0 7745 0 150599 0 0 0 DIANE KILLION JD 140184 0 5255 0 1023 0 13644 0 19434 0 179540 0 0 0 KATHLEEN LOPER MHS 155253 0 5825 0 749 0 15733 0 11967 0 189527 0 0 0 DENNIS SADLER 124884 0 4678 0 389 0 11398 0 13763 0 155112 0 0 0 BARBEE WHITAKER PHD 148901 0 5601 0 1100 0 14907 0 13945 0 184454 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 AABB HAS THREE CLASSES OF MEMBERS; INSTITUTIONAL, INDIVIDUAL, AND AFFILIATE MEMBERS. 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 2011 FOR THE CEO AND 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. AUDIT OVERSIGHT COMMITTEE 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