2013-11-14T11:10:58-06:00 2012-12-31 521933453 HEIMLANTZ PC 1997 ANNAPOLIS EXCH PKWY 310 ANNAPOLIS MD 21401 990 2012-01-01 840617736 NATIONAL ASSOCIATION FOR HOME CARE & HOSPICE NATI 2025477424 228 SEVENTH STREET SE WASHINGTON DC 20003 VAL J HALAMANDARIS 2025477424 2013-11-13 1 DAVID W HILLERY CPA P00005391 4108415575 2012 2016-02-24 21:20:13Z VAL J HALAMANDARIS 228 SEVENTH STREET SE WASHINGTON DC 20003 11972909 0 X WWW.NAHC.ORG X 1981 DC THE ASSOCIATION REPRESENTS THE INTERESTS OF HOME HEALTH AGENCIES, HOSPICES, AND THE HOME HEALTH AIDE ORGANIZATIONS. 27 27 42 30 365856 0 0 0 11055678 10123563 3247 1330150 -220401 199292 10838524 11653005 188085 0 0 0 4915851 4729271 0 0 0 6078167 6334379 11182103 11063650 -343579 589355 8803986 8475216 7247901 6329776 1556085 2145440 X THE ASSOCIATION REPRESENTS THE INTERESTS OF HOME HEALTH AGENCIES, HOSPICES, AND THE HOME HEALTH AIDE ORGANIZATIONS. 0 0 ANNUAL MEETING - ATTENDEES HAVE A UNIQUE OPPORTUNITY TO NETWORK WITH THEIR PEERS FROM AROUND THE U.S. AND THE WORLD, HEAR PREEMINENT PROFESSIONAL SPEAKERS, AND PARTICIPATE IN CUTTING EDGE EDUCATIONAL PROGRAMS. AFFILIATE ACTIVITIES- THE ASSOCIATION REPRESENTS THE INTERESTS OF ITS MEMBERS BEFORE CONGRESS, THE REGULATORY AGENCIES, THE COURTS, GENERAL PUBLIC, AND MEDIA. MEMBER SERVICES - THE ASSOCIATION PROVIDES MEMBERSHIP WITH WITH A VARIETY OF SERVICES INCLUDING INFORMATION ON CURRENT INFORMATION ON LEGISLATION, LITIGATION, NEWS AFFECTING THE INDUSTRY, MEETINGS WITH OTHER MEMBERS IN THE INDUSTRY, AND VARIOUS OTHER RESOURCES. PROGRAM SERVICESGOVERNMENTAL AFFAIRS CENTER FOR HEALTH CARE LAW ACTIVITIES LEGISLATIVE ACTION NETWORKS REGULATORY AFFAIRS HOSPICE ACTIVITIES HOME CARE TECHNOLOGY ASSOCIATION ACTIVITIES FINANCIAL MANAGERS' CONFERENCE POLICY CONFERENCE PRIVATE DUTY CONFERENCE NEWSLETTERS AND SUBSCRIPTIONS EDUCATIONAL ACTIVITIES OTHER MEETINGS EXHIBITS VIDEO AND PHOTO PRODUCTION PUBLIC RELATIONS SPECIAL EVENT EXPENSES STATE RELATIONSVENDOR SERVICES 0 0 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 27 0 42 1 1 1 0 0 0 0 0 X 27 27 1 0 0 0 1 1 0 1 1 0 1 1 1 1 0 0 1 0 1 1 0 DC X X DAVID BRENNAN 2025477424 228 SEVENTH STREET SE WASHINGTON DC 20003 ANDREA DEVOTI 5.00 X X 0 0 0 LUCY ANDREWS 2.00 X X 0 0 0 MARCIA REISSIG 2.00 X X 0 0 0 WALTER W BORGINIS 2.00 X X 0 0 0 DONNA DEBLOIS 1.00 X 0 0 0 MARY ANN CHRISTOPHER 1.00 X 0 0 0 MITCHELL E OPALSKI 1.00 X 0 0 0 NIKKI PATTON 1.00 X 0 0 0 KAREN MARSHALL THOMPSON 1.00 X 0 0 0 KEITH G MYERS 1.00 X 0 0 0 THOMAS MORELAND 1.00 X 0 0 0 SUE BROWN 1.00 X 0 0 0 KATHLEEN M SULLIVAN 1.00 X 0 0 0 GREG PANG 1.00 X 0 0 0 TONY STRANGE 1.00 X 0 0 0 ELAINE D STEPHENS 1.00 X 0 0 0 LEONARD TRAINOR 1.00 X 0 0 0 CARLA M BRAVEMAN 1.00 X 0 0 0 KAREN THOMAS 1.00 X 0 0 0 VALERIE KELLY 1.00 X 0 0 0 SUSAN WADE-MURPHY 1.00 X 0 0 0 ELLEN BOLCH 1.00 X 0 0 0 DENISE R SCHRADER 1.00 X 0 0 0 SHERL L BRAND 1.00 X 0 0 0 KEITH CROWNOVER 1.00 X 0 0 0 ROBERT J SIMIONE 1.00 X 0 0 0 SHELLE WOMBLE 1.00 X 0 0 0 STEVEN LANDERS MD 1.00 X 0 0 0 MARY SUTHER 1.00 X 0 0 0 RUTH L CONSTANT 1.00 X 0 0 0 MICHELE A QUIROLO 1.00 X 0 0 0 VAL HALAMANDARIS 40.00 X X 500000 0 29880 DAVID BRENNAN 40.00 X 165000 0 11418 WILLIAM DOMBI 40.00 X 400000 0 26880 RICHARD BRENNAN 40.00 X 164190 0 22612 THERESA FORESTER 40.00 X 250000 0 15451 JAMES KINCHELOE 40.00 X 205000 0 12618 GAIL GANNON 40.00 X 169615 0 4927 BARBARA WOOLLEY 40.00 X 150000 0 10968 MARY ST PIERRE 40.00 X 129000 0 18750 TRENELL BRADLEY 40.00 X 131000 0 7768 RON EVERLY 40.00 X 101920 0 19178 2365725 0 180450 12 0 1 0 KELLY PRESS 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 PRINTING SERVICES 376868 DLA PIPER LLP 500 8TH STREET NW WASHINGTON DC 20004 LEGAL/LOBBYING 287921 BREAUX LOTT LEADERSHIP GROUP 2550 M STREET NW WASHINGTON DC 20037 LEGAL/LOBBYING 210576 ALSTON & BIRD 950 F STREET NW WASHINGTON DC 200041404 LEGAL/LOBBYING 202476 LEVINE CONSULTANTS LLC 2029 CENTURY PARK EAST 40TH FL LOS ANGELES CA 900673026 LEGAL/LOBBYING 138070 6 MEMBERSHIP DUES 900099 5923705 5923705 MEETINGS AND EXHIBITS 611430 3257323 3257323 SPONSORSHIP 900099 326659 326659 ADVERTISING 541800 208786 208786 EXPLOITED ACTIVITIES 541800 157070 157070 250020 248900 1120 10123563 54 54 54658 54658 3500 0 3500 3500 3500 1650000 319904 1330096 1330096 1330096 GRANTS RETURNED 900099 141134 141134 141134 11653005 9901221 365856 1385928 2465723 1567400 100595 347475 248078 91266 133373 895569 1063380 650 174600 42715 321149 333848 1759552 114674 295045 110696 PRINTING AND COPYING 353629 POSTAGE AND SHIPPING 152727 BANK FEES 110284 DUES AND SUBSCRIPTIONS 98777 282445 11063650 X 2165081 1493209 78147 4033 170639 240213 0 400000 48969 61008 135261 163775 11465770 6345422 5329348 5120348 6384 6384 870157 986246 8803986 8475216 1109129 879281 3312073 3131824 2440650 2305202 386049 13469 7247901 6329776 X 951921 1787799 604164 357641 1556085 2145440 8803986 8475216 589355 0 X X 0 1 X 1 0 0 0 1 5923705 550106 591613 1141719 592370 549349 PART IV, SUPPLEMENTAL INFORMATION: FORM 990, SCH C, PART III-B, LINE 2B: PER REVIEW OF THE PROCESS FOR DETERMINING LOBBYING EXPENSES REPORTABLE ON SCHEDULE C, IT WAS DETERMINED THAT LOBBYING EXPENSES HAVE BEEN OVERESTIMATED IN RECENT YEARS. PRIOR YEARS' FORM 990S ARE BEING AMENDED AND CORRECTIVE ACTION HAS BEEN TAKEN WITH REGARDS TO DETERMINING REPORTABLE LOBBYING EXPENSES GOING FORWARD. AS A RESULT OF THIS ANALYSIS EXCESS LOBBYING EXPENSES CARRIED FORWARD FROM 2011 HAVE BEEN ADJUSTED DOWN TO $591,613. 1836233 1836233 7608953 4417782 3191171 2020584 1927640 92944 5120348 DUE FROM RELATED PARTIES 975471 ASSETS HELD FOR SALE 10775 986246 DUE TO RELATED PARTY 13469 13469 11567798 55927 55927 11511871 141134 141134 11653005 10998315 75799 75799 10922516 141134 141134 11063650 PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBSIDARY REVENUE REPORTED ON SEPERATE RETURN: $55,927 PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS RETURNED- REPORTED AS REDUCTION TO EXPENSES ON F/S: $141,134 PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBSIDARY EXPENSES REPORTED ON SEPERATE RETURN:$75,799 PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS RETURNED- REPORTED AS REVENUE ON 990: $141,134 X X 1 1 X X X 0 0 0 VAL HALAMANDARIS 500000 0 0 0 0 0 15000 0 14880 0 529880 0 0 0 DAVID BRENNAN 165000 0 0 0 0 0 4950 0 6468 0 176418 0 0 0 WILLIAM DOMBI 400000 0 0 0 0 0 12000 0 14880 0 426880 0 0 0 RICHARD BRENNAN 164190 0 0 0 0 0 4504 0 18108 0 186802 0 0 0 THERESA FORESTER 250000 0 0 0 0 0 8983 0 6468 0 265451 0 0 0 JAMES KINCHELOE 205000 0 0 0 0 0 6150 0 6468 0 217618 0 0 0 GAIL GANNON 169615 0 0 0 0 0 4927 0 0 0 174542 0 0 0 BARBARA WOOLLEY 150000 0 0 0 0 0 4500 0 6468 0 160968 0 0 0 PART I, LINE 1A THE CEO SOMETIMES FLIES FIRST CLASS IN CASES WHERE NO OTHER SEATS ARE AVAILABLE. HIS SPOUSE SOMETIMES ACCOMPANIES HIM ON BUSINESS TRAVEL. THIS COST IS NOT INCLUDED IN HIS W-2, AS SPOUSE TRAVEL IS NOT PART OF HIS EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION A, LINE 2 THERE IS A FAMILY RELATIONSHIP BETWEEN VAL HALAMANDARIS-CEO, RICHARD BRENNAN-VP, AND DAVID BRENNAN-VP OF TECHNOLOGY. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION HAS SIX CLASSES OF MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS INCLUDES DIRECTORS FOR SPECIFIC REGIONS AND SECTIONS. MEMBERS OF THE ASSOCIATION HAVE THE POWER ELECT A DIRECTOR FOR THEIR RESPECTIVE REGION OR SECTION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE 990 IS PROVIDED TO THE EXECUTIVE COMMITTEE AND PRESIDENT WHO EACH INDIVIDUALLY REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 IN REVIEWING COMPENSATION FOR THE PRESIDENT, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED A COMPENSATION ANALYSIS OF NOT-FOR-PROFIT LEADERS PREPARED BY THE AMERICAN RESEARCH COMPANY. FORM 990, PART VI, SECTION C, LINE 18 NAHC MAKES COPIES OF ITS FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 NAHC'S GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART X, COLUMN A, PART XI LINE 9: IN FEBRUARY 1997 THE FOUNDATION FOR HOSPICE AND HOMECARE (FHHC) TRANSFERRED REAL PROPERTY WITH THE ADDRESS OF 513 C STREET, WASHINGTON, DC 20003 TO ITS PARENT COMPANY- THE NATIONAL ASSOCIATION FOR HOME CARE AND HOSPICE (NAHC). THE REAL PROPERTY IN QUESTION WAS EXCHANGED AT FAIR MARKET VALUE. WHILE THE 1997 TRANSFER OF PROPERTY IS WELL DOCUMENTED IN THE BOARD MINUTES OF FHHC AND NAHC, THE TRANSFER WAS NOT RECORDED ON THE BOOKS OF FHHC UNTIL 2012. IN 2011 THE PROPERTY REFERENCED ABOVE WAS LISTED AS AVAILABLE-FOR-SALE AND WAS PRESENTED AS SUCH AT 12/31/11 ON PART X OF FHHC'S 2011 FORM 990. IN REALITY, THIS PROPERTY SHOULD HAVE BEEN REPORTED ON NAHC'S 2011 FORM 990. IN AN EFFORT TO PRESENT THE MOST ACCURATE INFORMATION POSSIBLE, THE BEGINNING BALANCES ON PART X HAVE BEEN RESTATED TO REFLECT THE TRANSFER OF PROPERTY REFERENCED ABOVE. AS A RESULT OF THIS RESTATEMENT, BEGINNING NET ASSETS AT 1/1/12 AS REPORTED ON NAHC'S 2012 FORM 990 ARE $19,557 LOWER THAN REPORTED AT 12/31/11 ON NAHC'S 2011 FORM 990. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE AUDIT COMMITTEE'S OVERSIGHT OR SELECTION PROCESS. FORM 990, SCH C, PART III-B, LINE 2B: PER REVIEW OF THE PROCESS FOR DETERMINING LOBBYING EXPENSES REPORTABLE ON SCHEDULE C, IT WAS DETERMINED THAT LOBBYING EXPENSES HAVE BEEN OVERESTIMATED IN RECENT YEARS. PRIOR YEARS' FORM 990S ARE BEING AMENDED AND CORRECTIVE ACTION HAS BEEN TAKEN WITH REGARDS TO DETERMINING REPORTABLE LOBBYING EXPENSES GOING FORWARD. AS A RESULT OF THIS ANALYSIS EXCESS LOBBYING EXPENSES CARRIED FORWARD FROM 2011 HAVE BEEN ADJUSTED DOWN TO $591,613. FDN FOR HOSPICE AND HOMECARE 228 7TH STREET SE WASHINGTON DC 20003 237425651 SUPPORT CO 501(C)(3) LINE 9 N/A 0 HOME CARE UNIVERSITY 228 7TH STREET SE WASHINGTON DC 20003 522100419 RESEARCH DC 501(C)(3) LINE 11A, I N/A 0 NAHC PLUS 228 7TH STREET SE WASHINGTON DC 20003 521963766 CONSULTING DC NAHC C 13463 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 FOUNDATION FOR HOSPICE & HOME CARE D 975471 FAIR MARKET VALUE FOUNDATION FOR HOSPICE & HOME CARE Q 51492 FAIR MARKET VALUE PART V, LINE 1Q: REIMBURSEMENT OF SALARY AND OVERHEAD EXPENSES