ADVANCED MEDICAL TECHNOLOGY ASSOCIATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ADVANCED MEDICAL TECHNOLOGY ASSOCIATION (EIN 52-1006053)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201233209349301568
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T08:34:17-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 TOWERS CRESCENT DR STE 500 | AddressLine1 |
| City | VIENNA | City |
| State | VA | State |
| ZIP Code | 221826205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521006053 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ADVA | NameControl |
| Phone | 2027838700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVENUE NW NO 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200042654 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KENNETH MENDEZ | Name |
| Title | CHIEF ADMINISTRATIVE OFFICER | Title |
| Phone | 2027838700 | Phone |
| Date Signed | 2012-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | YONG ZHANG CPA | Name |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVAMED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN J UBL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENNSYLVANIA AVENUE NW NO 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200042654 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 30252471 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ADVAMED.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | TO REPRESENT THE INTERESTS OF MANUFACTURERS OF VARIOUS MEDICAL DEVICES, DIAGNOSTIC PRODUCTS, AND MEDICAL INFORMATION SYSTEMS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 40 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 40 | NbrIndependentVotingMembers |
| Total Nbr Employees | 87 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 26957008 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 29616258 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8756 | InvestmentIncomePriorYear |
| Investment Income Current Year | 418559 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 676249 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194554 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27642013 | TotalRevenuePriorYear |
| Total Revenue Current Year | 30229371 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 112500 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 142266 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14679431 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15646116 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12698692 | OtherExpensePriorYear |
| Other Expenses Current Year | 13817726 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 27490623 | TotalExpensesPriorYear |
| Total Expenses Current Year | 29606108 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 151390 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 623263 | RevenuesLessExpensesCY |
| Total Assets BOY | 13007687 | TotalAssetsBOY |
| Total Assets EOY | 13575958 | TotalAssetsEOY |
| Total Liabilities BOY | 7150810 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7095818 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5856877 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6480140 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | ADVAMED ADVOCATES FOR A LEGAL, REGULATORY, AND ECONOMIC ENVIRONMENT THAT ADVANCES GLOBAL HEALTH CARE BY ASSURING WORLDWIDE PATIENT ACCESS TO THE BENEFITS OF MEDICAL TECHNOLOGY. WE PROMOTE POLICIES THAT FOSTER THE HIGHEST ETHICAL STANDARDS, RAPID APPROVAL OF SAFE AND EFFECTIVE PRODUCTS, ADEQUATE REIMBURSEMENT, AND ACCESS TO INTERNATIONAL MARKETS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | ADVAMED'S GOVERNMENT AFFAIRS FUNCTION REPRESENTS THE INDUSTRY BEFORE STATE AND FEDERAL POLICYMAKERS, IN GOVERNOR'S OFFICES, STATE LEGISLATURES, THE UNITED STATES CONGRESS, AND RELEVANT FEDERAL AGENCIES. ADVAMED'S ADVOCACY STAFF AND OUTSIDE CONSULTANTS PROVIDE INFORMATION ON POLITICAL AND POLICY DEVELOPMENTS, AND PURSUE THE INDUSTRY'S AGENDA FOR A LEGAL, REGULATORY AND ECONOMIC ENVIRONMENT THAT ADVANCES HEALTH CARE BY ASSURING PATIENT ACCESS TO THE BENEFITS OF MEDICAL TECHNOLOGY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAKING MEMBER COMPANY FEEDBACK FROM WORKING GROUPS AND COMMITTEES,ADVAMED STAFF PROVIDE CRITICAL INPUT TO REGULATORY AGENCIES LIKE FDAAND CMS ON REGULATIONS AND RULES THAT IMPACT THE ABILITY FOR PATIENTSTO RECEIVE TIMELY ACCESS TO LIFE CHANGING DEVICES PRODUCED BY ADVAMED MEMBERS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OUR CONSULTANTS IN JAPAN, CHINA, AND OTHER OVERSEAS MARKETS REPRESENT ADVAMED IN RAPIDLY EXPANDING OVERSEAS MARKETS AND ATTEND MEETINGS WITH GOVERNMENT OFFICIALS AND INDUSTRY COMMITTEE MEETINGS. THESE CONSULTANTS PROVIDE REAL-TIME INFORMATION AND AN INDUSTRY VOICE IN OVERSEAS MARKETS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 77 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 87 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 40 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 40 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 1 | InvestmentInJointVenture |
| Written Policy Or Procedure | 1 | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER BRANDELY CFO AND VP FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2027838700 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 PENSYLVANIA AVE NW STE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200042654 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (69 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| JAMES V MAZZO | ||||||||
| DIRECTOR AND CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| STEPHEN P MACMILLAN | ||||||||
| DIRECTOR AND CHAIRMAN ELECT | 1.00 | X | X | 0 | 0 | 0 | ||
| ALEX GORSKY | ||||||||
| DIRECTOR AND SECRETARY | 1.00 | X | X | 0 | 0 | 0 | ||
| MICHAEL A LYNCH | ||||||||
| DIRECTOR AND TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JOE ALMEIDA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| PETER ARDUINI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL BALL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CHRISTOPHER BEGLEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ANTHONY P BIHL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JEFFREY BINDER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KEVIN BUEHLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CATHERINE BURZIK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT M DAVIS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOSEPH DEVIVO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID DVORAK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STUART ESSIG | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAMERON FINDLAY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VINCENT A FORLENZA | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL FRAZZETTE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KIERAN T GALLAHUE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROBERT GRANT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN GREISCH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY E GUERTIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM HAWKINS | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| THOMAS HOOK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID I JOHNSON | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| KAZUAKI KITABATAKI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| LESTER KNIGHT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID L LUCCHINO | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL MAHONEY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ALAN MAIN | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| V GEORGE MALIEKEL | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL R MINOGUE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MICHAEL A MUSSALLEM | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| CAROLL NEUBAUER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DANIEL O'DAY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID PEREZ | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY PRATT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STUART A RANDLE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DEBRA RECTENWALD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| TIMOTHY M RING | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WALTER M ROSEBROUGH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEVE RUSCKOWSKI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| VIRGINIA RYBSKI | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| BRADLEY SAUER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JULIE A SHIMER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DWIGHT WINSTEAD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| NADIM YARED | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN J UBL | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | X | 1301020 | 0 | 50856 | |||
| CHRISTOPHER L WHITE | ||||||||
| EXEC VP, GENERAL COUNSEL | 40.00 | X | 568055 | 0 | 45276 | |||
| KENNETH MENDEZ | ||||||||
| SR EXEC VP & CAO | 40.00 | X | 461955 | 0 | 45276 | |||
| MARTYN HOWGILL | ||||||||
| EXEC DIRECTOR, INHEALTH FOUNDATION | 40.00 | 421267 | 0 | 37878 | X | |||
| RALPH IVES | ||||||||
| EXEC VP, GLOBAL STRATEGY | 40.00 | 428580 | 0 | 34082 | X | |||
| ANN-MARIE LYNCH | ||||||||
| EXEC VP, PAYMENT AND HEALTH CARE DELIVERY POLICY | 40.00 | 521048 | 0 | 34082 | X | |||
| ANDREW FISH | ||||||||
| EXEC DIRECTOR, ADVAMEDDX | 40.00 | 433407 | 0 | 31775 | X | |||
| DAVID NEXON | ||||||||
| SR EXEC VP | 40.00 | 660099 | 0 | 33880 | X | |||
| JANET TRUNZO | ||||||||
| EXEC VP, TECH AND REGULATORY AFFAIRS | 40.00 | 432768 | 0 | 43277 | X | |||
| FRANK WILTON | ||||||||
| SR VP, MEMBERSHIP & MARKETING | 40.00 | 313507 | 0 | 38496 | X | |||
| STEVEN BROTMAN | ||||||||
| SR VP, PAYMENT AND HEALTH CARE DELIVERY POLICY | 40.00 | 336627 | 0 | 41456 | X | |||
| PHILIP AGRESS | ||||||||
| SR VP, GLOBAL STRATEGY | 40.00 | 295733 | 0 | 26572 | X | |||
| TERESA LEE | ||||||||
| SR VP, PAYMENT AND HEALTH CARE DELIVERY POLICY | 40.00 | 165936 | 0 | 24889 | X | |||
| JUAN CARLOS SCOTT | ||||||||
| SR EXEC VP, GOVT AFFAIRS | 40.00 | 279743 | 0 | 8652 | X | |||
| GARY KARR | ||||||||
| EXEC VP, PUBLIC AFFAIRS | 40.00 | 297020 | 0 | 12776 | X | |||
| RICHARD PRICE | ||||||||
| SR VP, PAYMENT AND HEALTH CARE DELIVERY POLICY | 40.00 | 237414 | 0 | 26694 | X | |||
| JOSEPH T GATEWOOD | ||||||||
| VP, GLOBAL STRATEGY AND ANALYSIS | 40.00 | 213330 | 0 | 32720 | X | |||
| DECHANE L DORSEY | ||||||||
| VP, PAYMENT AND HEALTH CARE DELIVERY POLICY | 40.00 | 218155 | 0 | 25272 | X | |||
| WANDA MOEBIUS | ||||||||
| DIRECTOR, MEDIA RELATIONS, PUBLIC AFFAIRS | 40.00 | 242718 | 0 | 25799 | X | |||
| ELIZABETH PIKA SHARP | ||||||||
| VP, GOVERNMENT AFFAIRS | 40.00 | 260032 | 0 | 27715 | X | |||
| ELIZABETH KEGLER | ||||||||
| VP, GOVERNMENT AFFAIRS | 40.00 | 258352 | 0 | 27922 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 8346766 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 675345 | TotalOtherCompensation |
| Number Individuals GT100 K | 44 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NEIMAND COLLABORATIVE INC | |||||
| 1025 VERMONT AVENUE NW STE 830 | WASHINGTON | DC | 20005 | CONSULTING/ MONTHLY RETAINER | 772808 |
| KORNFERRY INTERNATIONAL | |||||
| 1700 K STREET NW STE 700 | WASHINGTON | DC | 20006 | CONSULTING/ MONTHLY RETAINER | 355115 |
| ALBRIGHT STONEBRIDGE GROUP LLC | |||||
| 555 13TH ST NW STE 300 WEST | WASHINGTON | DC | 20004 | CONSULTING/ MONTHLY RETAINER | 349107 |
| TARPLIN DOWNS & YOUNG LLC | |||||
| 1212 NEW YORK AVENUE NW STE 1050 | WASHINGTON | DC | 20005 | CONSULTING/ MONTHLY RETAINER | 270000 |
| HEALTH POLICY ALTERNATIVES INC | |||||
| 444 N CAPITOL ST NW | WASHINGTON | DC | 20001 | CONSULTING/ MONTHLY RETAINER | 238774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 25 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | 26876350 | 26876350 |
| SEMINARS | 611430 | 2002345 | 2002345 |
| SPECIAL PROJECTS | 900099 | 730139 | 730139 |
| PUBLICATION | 511190 | 7424 | 7424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 29616258 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 441659 | TotalRevenueColumn |
| Exclusion | $441,659 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 118508 | TotalRevenueColumn |
| Exclusion | $118,508 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 23100 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -23100 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -23100 | TotalRevenueColumn |
| Exclusion | -$23,100 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| OTHER INCOME | 900099 | 64046 | $64,046 | |
| ADMIN. FEES REVENUE | 900099 | 12000 | 12000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 76046 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 30229371 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29628258 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $601,113 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119550 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22716 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7690096 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6289270 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 412852 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674738 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 579160 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 748882 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76975 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1499236 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5567907 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9833 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665015 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 319661 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1378625 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1198298 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1306100 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4377 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 523583 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58500 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| DUES & SUBSCRIPTION | 354208 |
| OTHER EXPENSES | 93263 |
| TRAINING | 13263 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29606108 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1358 | BOY |
| EOY | 1371 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9423052 | BOY |
| EOY | 10060436 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 181154 | BOY |
| EOY | 66655 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1275 | BOY |
| EOY | 1173 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396275 | BOY |
| EOY | 209409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4936449 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3022471 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2019227 | BOY |
| EOY | 1913978 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 875022 | BOY |
| EOY | 852971 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110324 | BOY |
| EOY | 469965 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13007687 | BOY |
| EOY | 13575958 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3982544 | BOY |
| EOY | 4305761 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2904231 | BOY |
| EOY | 2322283 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 264035 | BOY |
| EOY | 467774 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7150810 | BOY |
| EOY | 7095818 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5856877 | BOY |
| EOY | 6480140 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5856877 | BOY |
| EOY | 6480140 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13007687 | BOY |
| EOY | 13575958 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 623263 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 26876350 | DuesAssessments |
| Non Ded Lobby Political Current | 1612027 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | -229836 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 1382191 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 1478199 | AggrAmtReportedInDuesNotices |
| Taxable | -$96,008 | TaxableAmount |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2231531 | OtherCostOrOtherBasis |
| Depreciation | 1159757 | Depreciation |
| Book Value | 1071774 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1952570 | OtherCostOrOtherBasis |
| Depreciation | 1460210 | Depreciation |
| Book Value | 492360 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 752348 | OtherCostOrOtherBasis |
| Depreciation | 402504 | Depreciation |
| Book Value | 349844 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1913978 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEFERRED ASSESSMENTS | $413,567 |
| CAPITAL LEASE OBLIGATION | $54,207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 467774 | TotalOfAmounts |
| Total Revenue | 30229371 | TotalRevenue |
| Total Expenses | 29606108 | TotalExpenses |
| Excess Or Deficit For Year | 623263 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 623263 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 31766774 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 1537403 | OtherRevenues |
| Revenue Not Rptd F990 | 1537403 | RevenueNotRptdF990 |
| Revenue Subtotal | 30229371 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 30229371 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32940349 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 3334241 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 3334241 | ExpensesNotRptdF990 |
| Expenses Subtotal | 29606108 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 29606108 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | ADVAMED COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, ADVAMED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. ADVAMED HAD NO SUCH POSITIONS RECORDED IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2011. GENERALLY, ADVAMED IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INHEALTH REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 1,349,310. ADVAMED PAC REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 164,993. LOSS ON DISPOSAL OF FIXED ASSETS 23,100. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | INHEALTH EXPENSE IN CONSOLIDATING FINANCIAL STATEMENTS 3,153,591. ADVAMED PAC EXPENSE IN CONSOLIDATING FINANCIAL STATEMENTS 157,550. LOSS ON DISPOSAL OF FIXED ASSETS 23,100. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | 0 | 0 | GRANTMAKING | 15045 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANTMAKING | 7671 | |
| EAST ASIA AND THE PACIFIC - | 2 | 7 | PROGRAM SERVICES | 283661 | CONSULTANT IN ASIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS |
| EAST ASIA AND THE PACIFIC - | 0 | 0 | PROGRAM SERVICES | 171362 | STAFF TRAVEL TO REGION FOR MEETINGS |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 2 | PROGRAM SERVICES | 285455 | MEETINGS TO PROMOTE THE HARMONIZATION OF INTERNATIONAL STANDARDS |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 7 | PROGRAM SERVICES | 348601 | CONSULTANT IN EUROPE MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS |
| EUROPE (INCLUDING ICELAND & GREENLAND) - | 0 | 0 | PROGRAM SERVICES | 106288 | STAFF TRAVEL TO REGION FOR MEETINGS |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, | 0 | 1 | PROGRAM SERVICES | 97535 | CONSULTANT IN BRAZIL MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, | 0 | 0 | PROGRAM SERVICES | 19672 | STAFF TRAVEL TO REGION FOR MEETINGS |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 0 | 1 | PROGRAM SERVICES | 18094 | CONSULTANTS IN INDIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, | 0 | 0 | PROGRAM SERVICES | 11236 | STAFF TRAVEL TO REGION FOR MEETINGS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 2 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 17 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 1 | ContNumberOfEmployees |
| Total Number Of Offices | 2 | TotalNumberOfOffices |
| Total Number Of Employees | 18 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1315618 | SubtotalAmountSpent |
| Cont Amount Spent | 49002 | ContAmountSpent |
| Total Amount Spent | 1364620 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)
| RegionRegion | Purpose Of GrantPurposeOfGrant | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|
| EAST ASIA AND THE PACIFIC - | PROGRAM SUPPORT | 15045 | WIRE TRANSFER |
| EUROPE (INCLUDING ICELAND & GREENLAND) | PROGRAM SUPPORT | 7671 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 2 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: ADVAMED BUDGETS ANNUALLY FOR CHARITABLE DONATIONS AND OTHER CHARITABLE GIVING THAT IS CLOSELY ALIGNED WITH ITS STRATEGIC PLAN AND MISSION. IN ADDITION, ADVAMED MAY IDENTIFY CAUSES THROUGHOUT THE YEAR THAT MAY REQUIRE REPURPOSING OF FUNDS FROM ANOTHER EXPENSE CATEGORY TO SUPPORT CERTAIN MEDICAL DEVICE ISSUES OR MEMBERSHIP INITIATIVES. ALL SUCH SPENDING IS PROCESSED THROUGH ADVAMED'S PURCHASE ORDER SYSTEM, WHICH REQUIRES SEVERAL LEVELS OF EXECUTIVE APPROVAL BEFORE ANY FUNDING IS MADE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AIDS INSTITUTE | |||||||
| 17 DAVIS BLVD STE 403 | TAMPA | FL | 33606 | 650380952 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| ALLIANCE FOR AGING RESEARCH | |||||||
| 2021 K STREET NW STE 305 | WASHINGTON | DC | 20006 | 541379174 | 501(C)(3) | 7000 | PROGRAM SUPPORT |
| ALZHEIMER ASSOCIATION MAINE CHAPTER | |||||||
| 163 LANCASTER STREET STE 160B | PORTLAND | ME | 04101 | 133039601 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES | |||||||
| 1629 K STREET NW STE 950 | WASHINGTON | DC | 20006 | 521930174 | 501(C)(3) | 7000 | PROGRAM SUPPORT |
| AORN INC | |||||||
| 2170 SOUTH PARKER ROAD STE 300 | DENVER | CO | 80231 | 131882322 | 501(C)(6) | 5000 | PROGRAM SUPPORT |
| BISHOP IRETON HIGH SCHOOL | |||||||
| 3106 RUSSELL ROAD | ALEXANDRIA | VA | 22305 | 540757735 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| CAPITAL AREA REACH PROGRAM | |||||||
| PO BOX 77213 | WASHINGTON | DC | 20013 | 264088542 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| INFORMATION TECHNOLOGY & INNOVATION FOUNDATION | |||||||
| 1101 K STREET NW STE 610 | WASHINGTON | DC | 20005 | 204403497 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| RETIRE SAFE | |||||||
| 1616 H STREET NW STE 902 | WASHINGTON | DC | 20006 | 481108057 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| SOCIETY FOR WOMEN'S HEALTH RESEARCH | |||||||
| 1828 L STREET NW STE 625 | WASHINGTON | DC | 20036 | 521694732 | 501(C)(3) | 10000 | PROGRAM SUPPORT |
| UNITED SPINAL ASSOCIATION | |||||||
| 75-20 ASTORIA BLVD STE 120 | JACKSON HEIGHTS | NY | 11370 | 135612621 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| UTAH FAMILIES FOUNDATION | |||||||
| 9160 SOUTH 300 WEST 21 | SANDY | UT | 84070 | 870509416 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| WASHINGTON LEGAL FOUNDATION | |||||||
| 2009 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | 521071570 | 501(C)(3) | 5000 | PROGRAM SUPPORT |
| WOMENHEART | |||||||
| 818 18TH STREET NW STE 930 | WASHINGTON | DC | 20006 | 522148006 | 501(C)(3) | 7500 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 13 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ADVAMED BUDGETS ANNUALLY FOR CHARITABLE DONATIONS AND OTHER CHARITABLE GIVING THAT IS CLOSELY ALIGNED WITH ITS STRATEGIC PLAN AND MISSION. IN ADDITION, ADVAMED MAY IDENTIFY CAUSES THROUGHOUT THE YEAR THAT MAY REQUIRE REPURPOSING OF FUNDS FROM ANOTHER EXPENSE CATEGORY TO SUPPORT CERTAIN MEDICAL DEVICE ISSUES OR MEMBERSHIP INITIATIVES. ALL SUCH SPENDING IS PROCESSED THROUGH ADVAMED'S PURCHASE ORDER SYSTEM, WHICH REQUIRES SEVERAL LEVELS OF EXECUTIVE APPROVAL BEFORE ANY FUNDING IS MADE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (21 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN J UBL | |||||||||||||
| 958001 | 0 | 303500 | 0 | 39519 | 0 | 32500 | 0 | 18356 | 0 | 1351876 | 0 | 0 | 0 |
| CHRISTOPHER L WHITE | |||||||||||||
| 464270 | 0 | 102975 | 0 | 810 | 0 | 32500 | 0 | 12776 | 0 | 613331 | 0 | 0 | 0 |
| KENNETH MENDEZ | |||||||||||||
| 373345 | 0 | 87800 | 0 | 810 | 0 | 32500 | 0 | 12776 | 0 | 507231 | 0 | 0 | 0 |
| MARTYN HOWGILL | |||||||||||||
| 379977 | 0 | 40000 | 0 | 1290 | 0 | 32500 | 0 | 5378 | 0 | 459145 | 0 | 0 | 0 |
| RALPH IVES | |||||||||||||
| 348741 | 0 | 76275 | 0 | 3564 | 0 | 32500 | 0 | 1582 | 0 | 462662 | 0 | 0 | 0 |
| ANN-MARIE LYNCH | |||||||||||||
| 429000 | 0 | 91900 | 0 | 148 | 0 | 32500 | 0 | 1582 | 0 | 555130 | 0 | 0 | 0 |
| ANDREW FISH | |||||||||||||
| 393592 | 0 | 39275 | 0 | 540 | 0 | 18796 | 0 | 12979 | 0 | 465182 | 0 | 0 | 0 |
| DAVID NEXON | |||||||||||||
| 533660 | 0 | 122875 | 0 | 3564 | 0 | 32500 | 0 | 1380 | 0 | 693979 | 0 | 0 | 0 |
| JANET TRUNZO | |||||||||||||
| 332929 | 0 | 96275 | 0 | 3564 | 0 | 32500 | 0 | 10777 | 0 | 476045 | 0 | 0 | 0 |
| FRANK WILTON | |||||||||||||
| 240997 | 0 | 71700 | 0 | 810 | 0 | 25700 | 0 | 12796 | 0 | 352003 | 0 | 0 | 0 |
| STEVEN BROTMAN | |||||||||||||
| 271035 | 0 | 64350 | 0 | 1242 | 0 | 28742 | 0 | 12714 | 0 | 378083 | 0 | 0 | 0 |
| PHILIP AGRESS | |||||||||||||
| 240927 | 0 | 52575 | 0 | 2231 | 0 | 25043 | 0 | 1529 | 0 | 322305 | 0 | 0 | 0 |
| TERESA LEE | |||||||||||||
| 114981 | 0 | 50725 | 0 | 230 | 0 | 22230 | 0 | 2659 | 0 | 190825 | 0 | 0 | 0 |
| JUAN CARLOS SCOTT | |||||||||||||
| 279419 | 0 | 0 | 0 | 324 | 0 | 0 | 0 | 8652 | 0 | 288395 | 0 | 0 | 0 |
| GARY KARR | |||||||||||||
| 296277 | 0 | 0 | 0 | 743 | 0 | 0 | 0 | 12776 | 0 | 309796 | 0 | 0 | 0 |
| RICHARD PRICE | |||||||||||||
| 214072 | 0 | 20300 | 0 | 3042 | 0 | 21416 | 0 | 5278 | 0 | 264108 | 0 | 0 | 0 |
| JOSEPH T GATEWOOD | |||||||||||||
| 191283 | 0 | 21375 | 0 | 672 | 0 | 20205 | 0 | 12515 | 0 | 246050 | 0 | 0 | 0 |
| DECHANE L DORSEY | |||||||||||||
| 197161 | 0 | 20550 | 0 | 444 | 0 | 19978 | 0 | 5294 | 0 | 243427 | 0 | 0 | 0 |
| WANDA MOEBIUS | |||||||||||||
| 200340 | 0 | 41925 | 0 | 453 | 0 | 20532 | 0 | 5267 | 0 | 268517 | 0 | 0 | 0 |
| ELIZABETH PIKA SHARP | |||||||||||||
| 223281 | 0 | 36300 | 0 | 451 | 0 | 22376 | 0 | 5339 | 0 | 287747 | 0 | 0 | 0 |
| ELIZABETH KEGLER | |||||||||||||
| 217605 | 0 | 40350 | 0 | 397 | 0 | 22446 | 0 | 5476 | 0 | 286274 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | FIRST CLASS TRAVEL IS AUTHORIZED ONLY IN EXCEPTIONAL CIRCUMSTANCES, SUCH AS WHEN IT IS NECESSARY TO TAKE A SPECIFIC FLIGHT WHERE BUSINESS OR COACH CLASS IS NOT AVAILABLE, AND MUST FIRST HAVE PRIOR WRITTEN APPROVAL BY DEPARTMENT HEADS AND ADVAMED'S PRESIDENT. OTHER EXPENSES INCURRED BY THE TRAVELER FOR TRAVEL OUTSIDE THE DEFINITION OF A BUSINESS TRIP, INCLUDING EXPENSES FOR FAMILY MEMBERS TRAVELING WITH THE EMPLOYEE, ARE ALSO THE RESPONSIBILITY OF THE TRAVELER AND NOT ADVAMED. SUCH EXPENSES ARE KEPT SEPARATE FROM REIMBURSABLE BUSINESS EXPENDITURES. PERSONAL TRAVEL FOR FAMILY MEMBERS/FRIENDS MAY BE BOOKED THROUGH ADVAMED'S TRAVEL AGENCY BUT ARE IDENTIFIED SEPARATELY AND BILLED DIRECTLY TO THE EMPLOYEE. DUE TO THE FREQUENT TRAVEL SCHEDULE AND DEMANDS ON TIME REQUIRED BY THE POSITION, THE PRESIDENT OF ADVAMED MAY TRAVEL BUSINESS CLASS ON ALL INTERNATIONAL FLIGHTS AND FOR TRAVEL OVER 4 HOURS, WHERE SUCH SEATING IS AVAILABLE. SPOUSE'S TRAVEL WILL BE REIMBURSED ONLY WHERE SPOUSE'S ATTENDANCE IS REQUIRED FOR BUSINESS PURPOSES. TRAVEL IS NOT INCLUDED IN TAXABLE INCOME. ADVAMED'S CEO RECEIVED NONTAXABLE SOCIAL CLUB DUES AT THE AMOUNT OF $5,400 DURING 2011. | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREW FISH | NamePerson |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $1,656 | OriginalPrincipalAmount |
| Balance Due | 1173 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 0 | ApprovedByBoard |
| Written Agreement | 1 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1173 | TotalBalanceDue |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS: | Identifier |
| Explanation | (A) NAME OF PERSON: ANDREW FISH(A) PURPOSE OF LOAN: COMPUTER LOAN(B) LOAN TO OR FROM ORGANIZATION? = FROM(C) ORIGINAL PRINCIPAL AMOUNT $ 1,656. (D) BALANCE DUE $ 1,173.(E) LOAN IN DEFAULT? = NO(F) APPROVED BY BOARD OR COMMITTEE? = NO(G) WRITTEN AGREEMENT? = YES | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS TWO CLASSES OF MEMBERSHIPS - ACTIVE AND ASSOCIATE. ANY FIRM OR CORPORATION WHICH, THROUGH ITSELF OR THROUGH ANY OF ITS SUBSIDIARIES OR DIVISIONS, IS SIGNIFICANTLY ENGAGED IN THE MANUFACTURE OF AND/OR THE RESEARCH WITH THE INTENT TO MANUFACTURE MEDICAL DEVICES, DIAGNOSTIC PRODUCTS AND/OR HEALTH CARE INFORMATION SYSTEMS WITHIN THE UNITED STATES, ITS TERRITORIES AND POSSESSIONS, SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP. ANY COMPANY OR ORGANIZATION MAY BE ELIGIBLE AS AN ASSOCIATE MEMBER, IN ACCORDANCE WITH SUCH RULES AND REGULATIONS AS THE BOARD OF DIRECTORS OF THE ASSOCIATION MAY ADOPT ESTABLISHING A CLASS OR CLASSES OF ASSOCIATE MEMBERS AND DETERMINING ELIGIBILITY FOR MEMBERSHIP IN SUCH CLASS OR CLASSES. ASSOCIATE MEMBERS MAY PARTICIPATE IN SUCH AFFAIRS OF THE ASSOCIATION AS MAY BE DETERMINED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | EACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP, INCLUDING THE ELECTION OF THE BOARD OF DIRECTORS ANNUALLY. THE BOARD NOMINATING AND GOVERNANCE COMMITTEE PRESENTS A PROPOSED SLATE OF DIRECTORS BI-ANNUALLY TO THE MEMBERSHIP FOR VOTE. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7B | EACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE. SUCH OFFICIAL REPRESENTATIVE SHALL BE THE CHIEF EXECUTIVE OFFICER OR CHIEF OPERATING OFFICER OF THE MEMBER OR SUCH OTHER SENIOR OPERATING OFFICER AS THE CHIEF EXECUTIVE OFFICER MAY DESIGNATE. |
| FORM 990, PART VI, SECTION B, LINE 11 | AT ITS MEETING IN DECEMBER 2008, THE BOARD OF DIRECTORS RESOLVED TO DELEGATE ITS AUTHORITY FOR THE REVIEW AND APPROVAL OF THE FORM 990 TO THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION (FAC). THE FAC REVIEWS THE 990 FILING BEFORE IT IS MADE WITH THE IRS. THE DRAFT OF THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS ON THE BOARD OF DIRECTORS SECTION OF ADVAMED'S WEBSITE PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ADVAMED HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT IS MONITORED REGULARLY. EXCERPTS FROM THE POLICY RELATED TO THIS QUESTION ARE SHOWN BELOW: THE CONFLICT OF INTEREST POLICY OF ADVAMED: (1) DEFINES CONFLICTS OF INTEREST; (2) IDENTIFIES CLASSES OF INDIVIDUALS WITHIN THE ASSOCIATION COVERED BY THIS POLICY; (3) FACILITATES DISCLOSURE OF INFORMATION THAT MAY HELP IDENTIFY CONFLICTS OF INTEREST; AND (4) SPECIFIES PROCEDURES TO BE FOLLOWED IN MANAGING CONFLICTS OF INTEREST. 1. A CONFLICT OF INTEREST ARISES WHEN A PERSON IN A POSITION OF AUTHORITY OVER THE ASSOCIATION MAY BENEFIT FINANCIALLY FROM A DECISION HE OR SHE COULD MAKE IN THAT CAPACITY, INCLUDING INDIRECT BENEFITS SUCH AS TO FAMILY MEMBERS OR BUSINESSES WITH WHICH THE PERSON IS CLOSELY ASSOCIATED. ADVAMED'S POLICY IS FOCUSED UPON MATERIAL FINANCIAL INTEREST OF, OR BENEFIT TO, SUCH PERSONS. 2. PERSONS COVERED BY THIS POLICY ARE THE ASSOCIATION'S STAFF OFFICERS, DIRECTORS, CHIEF EXECUTIVE OFFICER, AND CHIEF ADMINISTRATIVE OFFICER. 3. PERSONS COVERED BY THIS POLICY ANNUALLY DISCLOSE TO THE GENERAL COUNSEL ON A FORM PROVIDED BY THE ASSOCIATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. 4. FOR EACH INTEREST DISCLOSED TO THE GENERAL COUNSEL, THE GENERAL COUNSEL WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ASSOCIATION'S REMOVAL PROCEDURES. THE ASSOCIATION'S CHIEF ADMINISTRATIVE OFFICER AND VICE PRESIDENT OF FINANCE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. INTERESTS IN MEMBER COMPANIES: AT TIMES, ADVAMED STAFF AND/OR DIRECTORS MAY BE AWARE OF THE SIGNIFICANT AMOUNT OF INTEREST GENERATED IN CONNECTION WITH NEW PRODUCT DEVELOPMENT, SALES AND PROFITS, PRODUCT REGULATORY STATUS, AND ACQUISITIONS IN THE HEALTH CARE TECHNOLOGY INDUSTRY. THUS, ANYONE IN POSSESSION OF MATERIAL INFORMATION NOT GENERALLY AVAILABLE TO THE INVESTING PUBLIC MUST, IN ORDER TO COMPLY WITH THIS POLICY, EITHER DISCLOSE THAT KNOWLEDGE OR REFRAIN FROM TRADING IN THE STOCK. IN ADDITION, THE PURCHASE OF STOCK IN MEMBER COMPANIES CAN LEAD TO THE APPEARANCE THAT A MEMBER OF THE STAFF AND/OR BOARD OF DIRECTORS IS FAVORING THE INTERESTS OF THAT COMPANY BECAUSE OF SUCH FINANCIAL INTEREST. EVEN IF THERE IS NO ACTUAL CONFLICT OF INTEREST, THE APPEARANCE OF IMPROPRIETY MUST BE AVOIDED. NO EMPLOYEE OF THE ASSOCIATION OR MEMBER OF ITS BOARD OF DIRECTORS, EITHER IN HIS OR HER OWN NAME, OR IN THE NAME OF HIS OR HER SPOUSE OR CHILDREN, MAY PURCHASE STOCK IN ANY MEMBER COMPANY WITHOUT ADVISING THE ASSOCIATION PRESIDENT OF SUCH OWNERSHIP OR CONTEMPLATED OWNERSHIP. IN 2010, ADVAMED REQUIRED EMPLOYEES AND DIRECTORS TO SUBMIT AN ANNUAL FINANCIAL DISCLOSURE STATEMENT TO THE GENERAL COUNSEL REGARDING HOLDINGS IN MEMBER COMPANIES. AFTER REVIEW OF THE COMPLETED FORMS BY THE GENERAL COUNSEL, POTENTIAL CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO REPORTS ANY SUCH DISCLOSURES TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. INTERESTS IN ENTITIES DOING BUSINESS WITH ADVAMED: IN THE COURSE OF ITS DAY-TO-DAY OPERATIONS, ADVAMED CONTRACTS WITH NUMEROUS FIRMS THAT PROVIDE GOODS AND SERVICES. IT IS IMPORTANT THAT THESE FIRMS ARE CHOSEN FOR BUSINESS PURPOSES AND NOT BECAUSE THEY ARE INAPPROPRIATELY FAVORED BY ADVAMED EMPLOYEES OR DIRECTORS WHO MAY HAVE A FINANCIAL INTEREST IN PARTICULAR TRANSACTIONS. ACCORDINGLY, ADVAMED EMPLOYEES AND DIRECTORS MUST DISCLOSE, ON AN ONGOING BASIS, ANY FINANCIAL INTEREST IN A COMPANY WITH WHICH ADVAMED CONTRACTS, OR IS CONSIDERING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION OF THE ASSOCIATION; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION OF THE ASSOCIATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, LINE 16A | THE ASSOCIATION FORMED A LIMITED LIABILITY COMPANY CALLED MEDTECH CONFERENCE PARTNERS, LLC WITH LIFE SCIENCES CONFERENCE GROUP LLC (LSCG) TO OWN AND OPERATE THE ANNUAL CONFERENCE. |
| FORM 990, PART XII, LINE 2C | THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR HEALTH TECHNOLOGY STUDIES | ||||||||||
| 1319 F STREET NW STE 900 | WASHINGTON | DC | 20004 | 522281033 | PROVIDE SUPPORT FOR MEDICAL DEVICE RESEARCH | DC | 501(C)(3) | LINE 11A, I | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | 1 |
| ADVANCED MEDICAL TECHNOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE | ||||||||||
| 701 PENNSYLVANIA AVENUE NW STE 800 | WASHINGTON | DC | 20004 | POLITICAL ACTION COMMITTEE | DC | 527 | ADVANCED MEDICAL TECHNOLOGY ASSOCIATION | 1 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSTITUTE FOR HEALTH TECHNOLOGY STUDIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 990838 | AmountInvolved |
| Method Of Amt Determination | CASH | MethodOfAmtDetermination |
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