2013-08-13T13:04:11-05:00 2012-09-30 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-10-01 362384118 AMERICAN ASSOCIATION OF BLOOD BANKS AMER 3019076977 8101 GLENBROOK ROAD BETHESDA MD 20814 MARK R CONHEADY 2403336615 2013-08-09 1 KAREN GRIES P00078514 5712279500 2011 2016-02-24 21:20:13Z MARIAM A MARKOWITZ 8101 GLENBROOK ROAD BETHESDA MD 20814 31984085 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 19 100 900 876044 28174 2563269 4233586 14091587 14826339 314501 200524 2349802 2081860 19319159 21342309 37726 9501 0 0 8993579 9397924 0 0 158763 9767408 11911407 18798713 21318832 520446 23477 21078536 21910388 11512310 11073154 9566226 10837234 X TO ADVANCE THE PRACTICE AND STANDARDS OF TRANSFUSION MEDICINE AND CELLULAR THERAPIES TO OPTIMIZE PATIENT AND DONOR CARE AND SAFETY. 0 0 7595154 8081212 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. 5555995 7669585 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. 2265448 NATIONAL BLOOD EXCHANGE PROGRAM, GOVERNMENT AGREEMENT AND OTHER CONTRACTS. 577068 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. 318494 9501 SCIENCE AND RESEARCH: AABB ADVANCES THE ACQUISITION, TRANSLATION AND APPLICATION OF NEW KNOWLEDGE IN THE DISCIPLINES OF BASIC, CLINICAL, BEHAVIORAL, MANAGERIAL AND LABORATORY SCIENCES AS THEY 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.AABB PROVIDES AN ANNUAL GRANT TO JOHNS HOPKINS UNIVERSITY IN RECOGNITION FOR SERVICES PROVIDED TO AABB'S JOURNAL, TRANSFUSION, BY DR. PAUL NESS, CHIEF OF TRANSFUSION MEDICINE. THE GRANT IS USED TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN THEIR TRANSFUSION LABS. 895562 9501 16312159 1 1 0 0 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 0 1 107 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 CA CT CO FL GA HI IL X MARK R CONHEADY 2403336615 8101 GLENBROOK ROAD BETHESDA MD 20814 X DARRELL J TRIULZI MD 2.00 X X 0 0 0 JAMES P AUBUCHON MD 2.00 X X 0 0 0 GRAHAM SHER MD PHD 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 MICHAEL MURPHY MD 2.00 X 0 0 0 DONNA REGAN MT ASCSSB 2.00 X 0 0 0 ZBIGNIEW SZCZEPIORKOWSKI MD PHD 2.00 X X 0 0 0 JOANNE BECKER MD 2.00 X 0 0 0 JAMES CHRIS HROUDA MT 2.00 X 0 0 0 MARY BETH BASSETT BS MT 2.00 X 0 0 0 NORA HIRSCHLER MD 2.00 X 0 0 0 VIRGINIA VENGELEN-TYLER MBA MT 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 ROBERT PRETI 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 X 503148 0 44079 MARK R CONHEADY CPA MBA 40.00 X 170912 0 21695 PHILIP SCHIFF JD 40.00 X 204603 0 37929 JEAN OTTER 40.00 X 208268 0 32045 MICHAEL BREARD 40.00 X 201537 0 29999 JAMES REILLY 40.00 X 193068 0 29942 MYRA ALLENE CARR-GREER 40.00 X 129982 0 18216 DIANE KILLION JD 40.00 X 141564 0 32098 KATHLEEN LOPER 40.00 X 149230 0 25315 DENNIS SADLER 40.00 X 126420 0 30159 BARBEE WHITAKER PHD 40.00 X 149376 0 32271 MARC PEARCE - LEFT 62411 40.00 X 128917 0 21375 2307025 0 355123 21 1 1 0 ARMATURE 45240 BUSINESS CT STE 400 DULLES VA 20166 WEBSITE DEVELOPMENT 445261 FREEMAN PO BOX 650036 DALLAS TX 75265 ANNUAL MEETING MANAGEMENT 407651 SIGNATURE SYSTEMS 715 CAMP ST NEW ORLEANS LA 70130 SOFTWARE DEVELOPER 355965 BRIGHT KEY 9050 JUNCTION DR ANNAPOLIS JUNCTION MD 20701 SALES FULFILMENT 266921 CONTENT MANAGEMENT 100 WEST BEAVER CREEK RD RICHMOND HILLS ONTARIO CA L4B 1H4 ANNUAL MEETING MANAGEMENT 249221 18 3169405 1064181 4233586 DUES 900099 7669585 7669585 ANNUAL MEETING 541800 3886824 3744864 141960 CONSULTING 541900 970985 970985 NATIONAL BLOOD EXCHANG 541900 827452 827452 PRINT/ONLINE PUBLICATI 541800 821197 200000 621197 650296 650296 14826339 324784 324784 406307 406307 10211082 10335342 -124260 -124260 -124260 1687615 306434 1381181 1381181 MISCELLANEOUS INCOME 900099 181485 181485 SERVICE FEES 900004 112887 112887 294372 21342309 15444363 876044 788316 9501 9501 1764540 905667 858873 17061 17061 6019979 4676700 1282179 61100 327855 248564 75346 3945 715343 520651 188781 5911 553146 420547 127828 4771 159953 70666 82605 6682 67390 4748 62642 119689 119689 2783392 2196593 586339 460 306777 295017 11760 1147775 754542 354176 39057 566850 513676 51836 1338 1185051 208100 976951 2635594 2489463 139922 6209 727924 689031 32963 5930 3298 3298 707585 707585 362214 15193 347021 SUBGRANTEE EXPENSES 821695 821695 MEMBERSHIPS AND SUBSCRI 215082 197100 17982 AWARDS/GIFTS 68606 51838 15768 1000 TAXES AND LICENSES 42388 563 29111 12714 -9856 1205243 -1224745 9646 21318832 16312159 4847910 158763 583648 476910 259750 47551 32679 4808326 4689551 595764 480779 1627920 1898422 6673748 5307156 1559792 1366592 11658454 12629531 197081 76174 21078536 21910388 5502548 4613828 5417481 6075316 592281 384010 11512310 11073154 X 8879902 10097860 686324 739374 9566226 10837234 21078536 21910388 X 23477 1247531 X X 0 1 1 X 1 1 X 5759439 4928552 3380122 2563269 4233586 20864968 5759439 4928552 3380122 2563269 4233586 20864968 20864968 661737 891072 664347 813054 731091 3761301 769585 768773 803100 651593 103408 3096459 21291 18203 20321 28937 181485 270237 27992965 78508339 0.74540 0.73770 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 598619 515856 82763 2039150 1734909 304241 4035979 3056391 979588 1366592 DEFERRED RENT 205966 DEFERRED LEASE INCENTIVE 178044 384010 21342309 21318832 23477 1247531 1247531 1271008 22896274 1247531 306434 1553965 21342309 0 21342309 21625266 306434 306434 21318832 0 21318832 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 306,434. PART XIII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 306,434. 1 SUB-SAHARAN AFRICA 0 14 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 1990784 SOUTH ASIA 0 4 PROGRAM SERVICES STANDARDS & EDUCATION TRAINING 746132 SUB-SAHARAN AFRICA 0 2 PROGRAM SERVICE TRAVEL FOR ACCREDITATION SERVICES 6278 SOUTH AMERICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 21258 CENTRAL AMERICA AND THE CARIBBEAN 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 6568 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 12762 MIDDLE EAST AND NORTH AFRICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 24949 SOUTH ASIA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 16935 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 33444 NORTH AMERICA 0 2 PROGRAM SERVICES TRAVEL FOR ACCREDITATION SERVICES 18068 0 30 0 4 0 34 2825666 51512 2877178 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) 9501 TO FURTHER TRANSFUSION MEDICINE THROUGH RESEARCH IN THEIR TRANSFUSION LABS. 1 0 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 1 0 0 0 0 0 0 0 KAREN L SHOOS JD 349343 0 0 0 153805 0 31656 0 12423 0 547227 0 0 0 MARK R CONHEADY CPA MBA 159712 0 11200 0 0 0 13863 0 7832 0 192607 0 0 0 PHILIP SCHIFF JD 191119 0 13484 0 0 0 16842 0 21087 0 242532 0 0 0 JEAN OTTER 196656 0 11612 0 0 0 16950 0 15095 0 240313 0 0 0 MICHAEL BREARD 174931 0 26606 0 0 0 15372 0 14627 0 231536 0 0 0 JAMES REILLY 184309 0 8759 0 0 0 15647 0 14295 0 223010 0 0 0 DIANE KILLION JD 134851 0 6713 0 0 0 11489 0 20609 0 173662 0 0 0 KATHLEEN LOPER 141716 0 7514 0 0 0 12381 0 12934 0 174545 0 0 0 DENNIS SADLER 120444 0 5976 0 0 0 10252 0 19907 0 156579 0 0 0 BARBEE WHITAKER PHD 142221 0 7155 0 0 0 12245 0 20026 0 181647 0 0 0 MARC PEARCE - LEFT 62411 115534 0 13383 0 0 0 8718 0 12657 0 150292 0 0 0 PART I, LINE 4B KAREN SHOOS - NON-QUALIFIED RETIREMENT PLAN DISTRIBUTION - $153,805 FORM 990, PART VI THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS IS COMPRISED OF THE OFFICERS OF THE ORGANIZATION AND THE CEO. 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. 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. AVERAGE HOURS PER WEEK AABB AND RELATED PARTY FORM 990, PART VII, COLUMN (B) THE FOLLOWING TWO INDIVIDUALS DEVOTED TIME TO THE AMERICAN ASSOCIATION OF BLOOD BANKS AS WELL AS ITS RELATED PARTY NATIONAL BLOOD FOUNDATION RESEARCH AND EDUCATION TRUST FUND. THE HOURS DEVOTED IS AS FOLLOWS: KAREN L. SHOOS AMERICAN ASSOCIATION OF BLOOD BANKS 40HRS/WEEK NAT'L BLOOD FOUNDATION RESEARCH & EDUCATION TRUST FUND 2HRS/WEEK MARK R. CONHEADY AMERICAN ASSOCIATION OF BLOOD BANKS 40HRS/WEEK NAT'L BLOOD FOUNDATION RESEARCH & EDUCATION TRUST FUND 2HRS/WEEK CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,247,531. 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 1 0 0 0 1 1 0