2011-08-15T11:00:20-05:00 2010-12-31 CROWE HORWATH LLP 70 West Madison Street Suite 700 Chicago IL 606024903 990 2010-01-01 360726140 AMERICAN HOSPITAL ASSOCIATION AMER 3124223000 155 NORTH WACKER DRIVE CHICAGO IL 606061725 JOHN EVANS 2011-08-12 true 3128997000 2010 2016-02-24 21:20:13Z MR RICHARD J UMBDENSTOCK 325 7TH STREET NW WASHINGTON DC 20004 265392532 false X WWW.AHA.ORG X 1898 IL AHA ADVANCES THE HEALTH OF INDIVIDUALS & COMMUNITIES. AHA REPRESENTS, LEADS & SERVES HOSPITALS, HEALTH SYSTEMS & OTHER RELATED ORGANIZATIONS THAT ARE ACCOUNTABLE TO THE COMMUNITY & COMMITTED TO HEALTH IMPROVEMENT. 27 26 510 26 1360120 361415 931989 263412 98404389 101394050 -2434235 3863061 1786388 2240595 98688531 107761118 2038566 4396406 0 0 48311578 45637234 0 0 0 45625804 51199666 95975948 101233306 2712583 6527812 201043157 224418307 58642666 67643392 142400491 156774915 THE MISSION OF THE AHA IS TO ADVANCE THE HEALTH OF INDIVIDUALS AND COMMUNITIES. THE AHA LEADS, REPRESENTS AND SERVES HOSPITALS, HEALTH SYSTEMS AND OTHER RELATED ORGANIZATIONS THAT ARE ACCOUNTABLE TO THE COMMUNITY AND COMMITTED TO HEALTH IMPROVEMENT. false HEALTH CARE ISSUES AND BEST PRACTICES: THROUGH ITS BOARD AND EXTENSIVE COMMITTEE AND CONSTITUENCY SECTION OUTREACH, AMONG OTHER MECHANISMS, THE AHA PROVIDES A FORUM FOR MEMBERS TO PARTICIPATE IN DISCUSSIONS OF RELEVENT HEALTH CARE ISSUES AND THE DEVELOPMENT OF BEST PRACTICES AS THEY RELATE TO HOSPITALS AND OTHER SECTORS OF HEALTH CARE. REPRESENTATION AND ADVOCACY: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO REPRESENT AND ADVOCATE POLICY POSITIONS BEFORE THE CONGRESS, THE WHITE HOUSE AND FEDERAL AGENCIES. THROUGH REPRESENTATION AND ADVOCACY, THE AHA ASSISTS ITS MEMBERS ON INITIATIVES AND CHANGES NEEDED TO FURTHER HOSPITALS' MISSION TO DELIVER HIGH-QUALITY, COST-EFFICIENT HEALTH CARE TO ALL AMERICANS. IN 2010, THE AHA'S FOCUS CENTERED ON WORKING WITH CONGRESS, THE ADMINISTRATION AND OTHER STAKEHOLDERS TO ENSURE HOSPITAL PRIORITIES WERE CONSIDERED AS IMPLEMENTATION OF THE AFFORDABLE CARE ACT BEGAN TO TAKE SHAPE. MEMBERSHIP SERVICES: AHA WORKS WITH, AND ON BEHALF OF, ITS MEMBERS TO PROVIDE EDUCATION, INFORMATION AND ASSISTANCE THAT HELPS HOSPITALS ACHIEVE THEIR FULL POTENTIAL IN PROVIDING THEIR COMMUNITIES WITH HIGH-QUALITY HEALTH CARE. AHA PROVIDES SPECIFIC EDUCATION, PUBLICATIONS, NETWORKING, LEADERSHIP OPPORTUNITIES, AND RECOGNITION TO HOSPITALS AND HEALTHCARE PROFESSIONALS. false true true false true false false false false false true true false true true true false true false false true true false false false false false true false true false false false false false false false false false false true true true true false true 457 0 true 510 true true true false false false true true false X 27 26 false false false false true true false true true false true true true true false true true true true false false X X JOHN EVANS 3124223000 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 606061725 THOMAS F ZENTY III 1 X 1398 0 0 MICHAEL G ROCK MD 1 X 2618 0 0 RAYMOND W MONTGOMERY II 1 X 2499 0 0 RUSSELL W JOHNSON 1 X 1743 0 0 STEVEN I GOLDSTEIN 1 X 2389 0 0 CRAIG A BECKER 1 X 956 0 0 RHONDA M ANDERSON RN DNSC 1 X 1726 0 0 JOHN BLUFORD 1 X 16084 0 0 JAMES BENTLEY 40 X 441815 0 0 JOHN COMBES MD 40 X 478490 0 98145 THOMAS NICKELS 40 X 679132 0 168939 MELINDA HATTON 40 X 559537 0 122269 ELIZABETH SUMMY 40 X 215796 0 29816 LISA ALLEN 40 X 276621 0 68987 JACK MACKAY 40 X 339131 0 33397 BARBARA LORSBACH 40 X 573782 0 127575 DIANNA DOYLE 40 X 97354 0 14740 GAIL M LOVINGER 40 X 182067 0 44236 GERALD WAGES 1 X 1571 0 0 KATHLEEN SANFORD RN 1 X 606 0 0 CHANDLER RALPH 1 X 1287 0 0 SCOTT C MALANEY 1 X 1349 0 0 JOHN J FINAN 1 X 1006 0 0 JOANELL DYRSTAD 1 X 1206 0 0 JEANETTE G CLOUGH 1 X 0 0 0 RON J ANDERSON MD 1 X 789 0 0 PHYLLIS WINGATE-JONES 1 X 0 0 0 GLEN D STEELE JR MD PHD 1 X 1462 0 0 MICHAEL J MADDEN 1 X 1720 0 0 J THOMAS JONES 1 X 0 0 0 CRYSTAL L HAYNES 1 X 1801 0 0 RAYMOND GRADY 1 X 0 0 0 MARY L BLUNT 1 X 963 0 0 MARK C ADAMS MD 1 X 1472 0 0 RICHARD P DE FILIPPI 1 X X 33474 0 0 THOMAS M PRISELAC 1 X X 20138 0 0 R JOHN EVANS 40 X 399142 0 108589 MICHAEL GUERIN 40 X 341383 0 87967 RICHARD J POLLACK 40 X 1041441 0 211335 NEIL J JESUELE 40 X 877073 0 222965 RICHARD J UMBDENSTOCK 40 X X 1053630 0 702302 LINDA FISHMAN 40 X 652967 0 83841 ALICIA MITCHELL 40 X 296275 0 87001 8603893 0 2212104 147 true true false HOGAN LOVELLS 555 13TH STREET NW WASHINGTON DC 20004 LEGAL AND CONSULTING 1014975 BROWN PRINTING 2300 BROWN AVENUE WASECA WI 56093 PRINTING AND PRODUCTION 719386 KRENDL KRENDL SACHNOFF & WAY 370 17TH STREET SUITE 5350 DENVER CO 80202 LEGAL 266929 JONES DAY 555 CALIFORNIA STREET SAN FRANCISCO CA 94104 LEGAL 244170 DIGENOVA & TOENSING LLP 1776 K STREET NW WASHINGTON DC 20006 LEGAL AND CONSULTING 240198 18 263412 263412 MEMBER DUES 74502839 74252089 250750 EDUCATION PROGRAMS 17282937 17282937 PUBLICATIONS 5370122 5370122 LICENSING 3814226 3814226 SPEAKERS 316226 316226 107700 107700 0 0 101394050 2343609 2343609 0 605196 605196 0 0 0 159150866 157631414 1519452 0 1519452 1519452 0 0 0 ADVERTISING 541800 399981 399981 EXTERNAL PRINTING 900004 105679 57616 48063 WEBSITE ADVERTISING 900004 661326 661326 468413 468413 0 0 1635399 107761118 101669329 1360120 4468257 4296406 0 100000 0 7049329 0 24074834 3013271 8637905 2861895 0 2070291 80490 2417882 0 735245 6251027 2726614 5756652 4169792 0 5324624 5023211 0 9822341 0 0 2553553 429393 STATE AND METRO ASSOCIATIONS 1573186 INTERCOMPANY PURCHASES 974389 COMMISSIONS 414901 STAFF EDUCATION AND TRAINING 302018 MISCELLANEOUS 574057 0 101233306 0 0 0 988 750 20746277 26416481 3116568 3033257 2525987 3125117 41151119 21610250 15586162 19540869 109548060 131130252 28527482 20282675 0 20991633 20888906 201043157 224418307 8787957 9887578 11611807 14014389 38242902 43741425 58642666 67643392 X 140879278 155418562 1485591 1320731 35622 35622 142400491 156774915 201043157 224418307 X 6527812 7746612 X false true true X false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 794250 0 794250 0 794250 true AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 0 52002 0 true false false 0 Description of political campaign activities Schedule C, Part I-A, Line 1 IN 2010, THE AHA FINANCED ISSUE ADS FOR CERTAIN MEMBERS OF CONGRESS. THE ADS ACKNOWLEDGED THE MEMBERS' SUPPORT FOR HEALTH AND HOSPITAL ISSUES AND ASKED VIEWERS TO ENCOURAGE THOSE MEMBERS TO KEEP UP THE GOOD WORK FIGHTING FOR OUR HEALTH AND HOSPITALS. AHA ALSO RECEIVED CONTRIBUTIONS FROM AHA EMPLOYEES IN SUPPORT OF AHAPAC. THE FUNDS FROM AHA EMPLOYEES WERE RECEIVED AND PROMPTLY AND DIRECTLY DELIVERED TO AHAPAC, A RELATED TAX-EXEMPT SECTION 527 POLITICAL ORGANIZATION. 0 0 15180170 4468749 10711421 534080 361843 172237 25436869 16779658 8657211 19540869 0 0 LT INFLATION HEDGE 9218542 F HEDGE FD-FORESTER DIVERSIFIED 8732815 F INVESTMENT IN SUBSIDIARIES -1733997 F INFLATION HEDGE BONDS - VANGUARD TIPS 4065315 F 20282675 INTERCOMPANY RECEIVABLE 16910999 COLLATERAL VALUE LIFE INSURANCE 963799 ANNUITIES 1264957 DEFERRED COMPENSATION ASSETS 1749151 20888906 0 ACCRUED RETIREMENT EXPENSES 23078703 LEASE PAYABLE/DEF. LEASE ALLOWANCE 13262366 INVESTMENT PAYABLE 7400356 43741425 107761118 101233306 6527812 11534327 -3640798 7893529 14421341 115019402 11534327 -3640798 7893529 107125873 735245 0 735245 107861118 100498061 0 0 100498061 735245 0 735245 101233306 FIN 48 (ASC 740) footnote Schedule D, Part X, Line 2 ON JANUARY 1, 2009, THE ASSOCIATION ADOPTED THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES SECTION OF THE INCOME TAXES TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION, 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, THE ASSOCIATION 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. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ASSOCIATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBTI). 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 PERCENT 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. AS OF THE DATE OF ADOPTION AND AT DECEMBER 31, 2010 AND 2009, THE ASSOCIATION HAS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ADOPTION AND IMPLEMENTATION OF THIS GUIDANCE IN THE CODIFICATION HAD NO EFFECT ON THE ASSOCIATION'S CHANGE IN NET ASSETS FOR THE YEAR ENDED DECEMBER 31, 2009. SOUTH ASIA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 3974 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 636 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 NORTH AMERICA (CANADA & MEXICO ONLY) 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. ATTEND MEETINGS AND CONFERENCES. 6747 SOUTH AMERICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 SUB SAHARAN AFRICA 0 0 PROGRAM SERVICES SALES OF BOOKS AND DATA. 0 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PASSIVE INVESTMENTS N/A 29836568 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS GRANTS TO U.S. TAX-EXEMPT ORGANIZATIONS FOR DISASTER RELIEF IN HAITI. 100000 0 0 29947925 CENTRAL AMERICA AND THE CARIBBEAN HAITIAN RELIEF EFFORTS 75000 CHECK 0 N/A N/A CENTRAL AMERICA AND THE CARIBBEAN HAITIAN RELIEF EFFORTS 25000 CHECK 0 N/A N/A 2 0 true false false false false false Procedures for monitoring use of grant funds Schedule F, Part I, Line 2 THE ORGANIZATION DOES NOT MAKE GRANTS DIRECTLY TO FOREIGN ORGANIZATIONS, FOREIGN GOVERNMENTS OR FOREIGN INDIVIDUALS, THEREFORE SCHEDULE F, PART I, LINES 1 AND 2 ARE NOT APPLICABLE AND HAVE INTENTIONALLY BEEN LEFT BLANK. INFORMATION ON ACTIVITIES OUTSIDE THE UNITED STATES PART I, LINE 3 THE ORGANIZATION'S FOREIGN ACTIVITIES CONSIST MAINLY OF SALES OF BOOKS AND DATA PRODUCTS IN FOREIGN COUNTRIES WHICH GENERATE REVENUE. THE ORGANIZATION DOES NOT SEPARATELY TRACK EXPENDITURES RELATED TO THE SALE OF BOOKS AND DATA TO FOREIGN COUNTRIES. ADDITIONALLY, THE ORGANIZATION HAS A LIMITED AMOUNT EXPENSES RELATED TO FOREIGN TRAVEL FOR ATTENDING CONFERENCES AND MEETINGS WITH OTHER ORGANIZATIONS. true COALITION TO PROTECT AMERICA'S HEALTHCARE PO BOX 30211 BETHESDA MD 20824 522253225 501-C-4 1000000 0 N/A N/A GENERAL SUPPORT PAYMENT HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 60606 362203931 501-C-3 1949598 0 N/A N/A GENERAL SUPPORT PAYMENT ENROLL AMERICA 1201 NEW YORK AVE NW WASHINGTON DC 20005 271661221 501-C-3 500000 0 N/A N/A GENERAL SUPPORT PAYMENT INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 60606 582094118 501-C-3 179000 0 N/A N/A GENERAL SUPPORT PAYMENT MCLEOD REGIONAL MEDICAL CENTER 555 EAST CHEVES STREET FLORENCE SC 29501 570370242 501-C-3 50000 0 N/A N/A AWARD RECIPIENT UNIVERSITY OF ARKANSAS FOUNDATION 535 RESEARCH CENTER BLVD FAYETTEVILLE AR 72701 716056774 501-C-3 50000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE MASSACHUSETTS INSTITUTE OF TECHNOLOGY 238 MAIN STREET CAMBRIDGE MA 02139 042103594 501-C-3 50000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE ARIZONA STATE UNIVERSITY PO BOX 874706 TEMPE AZ 85287 860196696 501-C-3 50000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE UNIVERSITY OF MINNESOTA FOUNDATION 321 19TH AVENUE SOUTH MINNEAPOLIS MN 55455 416042488 501-C-3 50000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE PROJECT HOPE 7500 OLD GEORGETOWN ROAD BETHESDA MD 20814 530242962 501-C-3 50000 0 N/A N/A GENERAL SUPPORT PAYMENT GS1 HEALTHCARE US 1009 LENOX DRIVE LAWRENCEVILLE NJ 08648 362746754 501-C-6 40000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE ASSOCIATION OF AMERICAN MEDICAL COLLEGES 2450 N STREET NW WASHINGTON DC 20037 362169124 501-C-3 27500 0 N/A N/A CONTRIBUTION TO HEALTH QUALITY ALLIANCE UNITED WAY OF METROPOLITAN CHICAGO 560 WEST LAKE STREET CHICAGO IL 60661 300200078 501-C-3 25698 0 N/A N/A GENERAL SUPPORT PAYMENT PHRMA 950 F STREET NW WASHINGTON DC 20004 530241211 501-C-6 25000 0 N/A N/A GENERAL SUPPORT PAYMENT CONGRESSIONAL BLACK CAUCUS FOUNDATION 1720 MASSACHUSETTS AVE NW WASHINGTON DC 20036 521160561 501-C-3 20000 0 N/A N/A SUPPORT FOR LEGISLATIVE CONFERENCE NATIONAL ASSOCIATION OF HEALTH SERVICES EXECUTIVES 1050 CONNECTICUT AVENUE NW WASHINGTON DC 20036 621312239 501-C-3 20000 0 N/A N/A SUPPORT FOR CONFERENCE WEST VIRGINIA HOSPITAL ASSOCIATION 100 ASSOCIATION DRIVE CHARLESTON WV 25311 550377012 501-C-6 20000 0 N/A N/A SUPPORT FOR STATE ASSOCIATIONS' MEETING MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 52301 390806251 501-C-3 20000 0 N/A N/A SUPPORT FOR RESEARCH INITIATIVE BRIGHAM YOUNG UNIVERSITY 230 SNELL BUILDING PROVO UT 84602 870217280 501-C-3 16345 0 N/A N/A SCHOLARSHIP PROGRAM PURDUE UNIVERSITY 3510 NETWORK PLACE CHICAGO IL 60673 356002041 501-C-3 15830 0 N/A N/A SCHOLARSHIP PROGRAM NATIONAL CENTER FOR HEALTHCARE LEADERSHIP 515 NORTH STATE STREET CHICAGO IL 60654 364483505 501-C-3 15000 0 N/A N/A SUPPORT FOR AWARDS PROGRAM UNITED STATES HISPANIC CHAMBER OF COMMERCE 1424 K STREET NW WASHINGTON DC 20005 431249249 501-C-6 15000 0 N/A N/A GENERAL SUPPORT PAYMENT ARNOLD P GOLD FOUNDATION 619 PALISADE AVENUE ENGLEWOOD CLIFFS NJ 07632 223052098 501-C-3 15000 0 N/A N/A SUPPORT FOR AWARDS PROGRAM FLORIDA HOSPITAL ASSOCIATION 306 EAST COLLEGE AVENUE TALLAHASSEE FL 32301 590690327 501-C-6 10000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT NATIONAL MINORITY QUALITY FORUM 1200 NEW HAMPSHIRE AVE NW WASHINGTON DC 20036 311750942 501-C-3 10000 0 N/A N/A SUPPORT FOR CONFERENCE ASSOCIATION OF UNIVERSITY PROGRAMS IN HEALTH ADMINISTRATION 2000 14TH STREET NORTH SUITE 780 ARLINGTON VA 22201 366110249 501-C-3 10000 0 N/A N/A GENERAL SUPPORT PAYMENT THE KENNETH B SCHWARTZ CENTER 101 MERRIMAC STREET BOSTON MA 02114 041564655 501-C-3 10000 0 N/A N/A GENERAL SUPPORT PAYMENT ALLIANCE FOR HEALTH REFORM 1444 EYE STREET NW WASHINGTON DC 20005 521746328 501-C-3 10000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT PROVIDENCE HEALTH FOUNDATION 1150 VARNUM STREET NW WASHINGTON DC 20017 521275583 501-C-3 10000 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT UNITED WAY OF THE NATIONAL CAPITAL AREA 8391 OLD COURTHOUSE ROAD VIENNA VA 22182 530234290 501-C-3 9435 0 N/A N/A GENERAL SUPPORT PAYMENT STONEHILL COLLEGE 320 WASHINGTON STREET EASTON MA 02357 042104229 501-C-6 8000 0 N/A N/A GENERAL SUPPORT PAYMENT B'NAI B'RITH INTERNATIONAL 3397 BARHAM BLVD LOS ANGELES CA 90068 530179971 501-C-3 7500 0 N/A N/A SUPPORT FOR AWARDS PROGRAM KENTUCKY HOSPITAL ASSOCIATION 2501 NELSON MILLER PARKWAY LOUISVILLE KY 40223 610574577 501-C-6 7500 0 N/A N/A SUPPORT FOR FUNDRAISING EFFORT 25 8 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 TYPICALLY AHA MAKES GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS TO SUPPORT THEIR GENERAL OPERATIONS OR IN RESPONSE TO THEIR FUNDRAISING EFFORTS. IN THESE INSTANCES, AHA DOES NOT HAVE A FORMAL PROCESS FOR WHICH THEY MONITOR THE USE OF THE GRANT PAID. IN OTHER CASES, THE AHA PROVIDES GRANTS OR CONTRIBUTIONS TO SUPPORT A SPECIFIC EFFORT OR PROJECT. IN SUCH CASES, AHA'S MANAGEMENT IS KEPT INFORMED AS TO THE USE OF THE FUNDS AND THE STATUS OR SATISFACTORY COMPLETION OF THE PROJECT. X X X X true true X X X X true true false JAMES BENTLEY 0 0 30143 0 411672 0 0 0 0 0 441815 0 45055 0 JOHN COMBES MD 369040 0 31496 0 77954 0 69744 0 28401 0 576635 0 43978 0 THOMAS NICKELS 454607 0 43325 0 181200 0 140025 0 28914 0 848071 0 146441 0 MELINDA HATTON 415870 0 39000 0 104667 0 99295 0 22974 0 681806 0 70646 0 ELIZABETH SUMMY 195293 0 19665 0 838 0 10990 0 18826 0 245612 0 0 0 LISA ALLEN 223098 0 22703 0 30820 0 40411 0 28576 0 345608 0 0 0 JACK MACKAY 267650 0 23509 0 47972 0 12250 0 21147 0 372528 0 0 0 BARBARA LORSBACH 435025 0 41185 0 97572 0 100544 0 27031 0 701357 0 65340 0 GAIL M LOVINGER 179503 0 1000 0 1564 0 25988 0 18248 0 226303 0 0 0 R JOHN EVANS 276463 0 27986 0 94693 0 77290 0 31299 0 507731 0 62023 0 MICHAEL GUERIN 252786 0 24882 0 63715 0 73912 0 14055 0 429350 0 30189 0 RICHARD J POLLACK 681092 0 63284 0 297065 0 174351 0 36984 0 1252776 0 252096 0 NEIL J JESUELE 655683 0 60391 0 160999 0 183704 0 39261 0 1100038 0 116024 0 RICHARD J UMBDENSTOCK 898785 0 83200 0 71645 0 510931 0 191371 0 1755932 0 0 0 LINDA FISHMAN 405821 0 38500 0 208646 0 75483 0 8358 0 736808 0 171937 0 ALICIA MITCHELL 253207 0 12326 0 30742 0 74863 0 12138 0 383276 0 0 0 First-class or charter travel Schedule J, Part I, Line 1a BY POLICY, FIRST-CLASS TRAVEL WAS MADE AVAILABLE TO THREE BOARD MEMBERS AND THREE OFFICERS. IT WAS NOT TREATED AS TAXABLE COMPENSATION FOR ANY INTERESTED PERSON. THESE INDIVIDUALS ARE REQUIRED TO TRAVEL EXTENSIVELY ON ORGANIZATION BUSINESS, AND PROVIDING FOR FIRST-CLASS TRAVEL IS CONSIDERED A REASONABLE ACCOMMODATION. Travel for companions Schedule J, Part I, Line 1a SPOUSAL TRAVEL WAS PROVIDED TO ONE OFFICER AND TWENTY-FIVE BOARD MEMBERS IN 2010. THE RELATED BENEFIT WAS INCLUDED IN THE INTEREST PERSONS' TAXABLE COMPENSATION. Discretionary spending account Schedule J, Part I, Line 1a IN CONNECTION WITH OFFICIAL DUTIES, STIPENDS WERE MADE AVAILABLE TO THE CHAIRMAN, IMMEDIATE PAST CHAIRMAN, AND CHAIRMAN ELECT OF THE BOARD. TAXABLE BENEFIT ALLOWANCES WERE MADE AVAILABLE TO FIVE OFFICERS, TWO KEY EMPLOYEES, AND FIVE OF THE HIGHEST COMPENSATED EMPLOYEES. THE RELATED BENEFIT WAS INCLUDED IN THE INTEREST PERSONS' TAXABLE COMPENSATION. Housing allowance or residence for personal use Schedule J, Part I, Line 1a A HOUSING ALLOWANCE WAS PROVIDED TO ONE KEY EMPLOYEE IN 2010. THE RELATED BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. Severance or change-of-control payment Schedule J, Part I, Line 4a JAMES BENTLEY RECEIVED SEVERANCE PAYMENTS OF $361,713 DURING 2010. Supplemental nonqualified retirement plan Schedule J, Part I, Line 4b THE FOLLOWING OFFICERS, KEY EMPLOYEE AND HIGHEST COMPENSATED EMPLOYEES PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: *NEIL JESUELE - $116,024; *RICHARD POLLACK - $252,096; *MICHAEL GUERIN - $30,189; *JOHN EVANS - $62,023; *BARBARA LORSBACH - $65,340; *MELINDA HATTON - $70,646; *THOMAS NICKELS - $146,441; *JOHN COMBES - $43,978; *JAMES BENTLEY - $45,055; *LINDA FISHMAN - $171,937. OTHER REPORTABLE COMPENSATION PART II, COLUMN B(III) & F COMPENSATION REPORTED IN COLUMN B(III) AND IN COLUMN F IS PRIMARILY RELATED TO THE PREMATURE DISTRIBUTION OF PREVIOUSLY EARNED INCOME RELATED TO DEFERRED COMPENSATION PLANS. Classes of members or stockholders Form 990, Part VI, Section A, Line 6 AHA IS ORGANIZED AS A NOT-FOR-PROFIT CORPORATION WITH MEMBERS. THESE MEMBERS MAY PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. SPECIFICALLY, MEMBERS MAY PARTICIPATE IN THE ELECTION OF MEMBERS OF THE GOVERNING BODY. THE MEMBERSHIP OF AHA IS MADE UP OF: 1. HOSPITALS, HEALTH CARE SYSTEMS, AND HEALTH SERVICE ORGANIZATIONS WHICH PROVIDE A CONTINUUM OF INTEGRATED COMMUNITY HEALTH RESOURCES AND WHICH INCLUDE AT LEAST ONE LICENSED HOSPITAL THAT IS OWNED, LEASED, MANAGED OR RELIGIOUSLY SPONSORED. 2. HEALTH PROVIDER ORGANIZATIONS, OTHER THAN REGISTERED HOSPITALS, WHICH PROVIDE PATIENT CARE SERVICES, AS WELL AS PHYSICIAN GROUPS, HEALTH INSURANCE SERVICES, AND STAFF AND GROUP MODEL HEALTH MAINTENANCE ORGANIZATIONS WITHOUT A HOSPITAL COMPONENT. 3. OTHER ORGANIZATIONS INTERESTED IN THE OBJECTIVES OF THE ASSOCIATION. 4. PERSONAL MEMBERS. MEMBERS OF THE BOARD OF TRUSTEES ARE SELECTED BY A COMMITEE ON NOMINATIONS. MEMBERS WHO SEEK TO BE ON THE BOARD ARE PUT THROUGH A VETTING PROCESS, AND A SLATE OF CANDIDATES IS PRESENTED TO THE BOARD FOR APPROVAL. Members or stockholders electing members of governing body Form 990, Part VI, Section A, Line 7a PLEASE SEE THE NARRATIVE FOR PART VI, SECTION A, LINE 6. Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b THE FULL FORM 990 IS REVIEWED BY MANAGEMENT AND BY LEGAL COUNSEL. IT IS THEN REVIEWED BY THE BOARD OF TRUSTEES OPERATIONS COMMITTEE, THE BOARD OF TRUSTEES EXECUTIVE COMMITTEE, AND FINALLY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c ON AN ANNUAL BASIS, THE ASSOCIATION'S TRUSTEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE TO DESIGNATED ASSOCIATION STAFF. THE ASSOCIATION'S OFFICERS, KEY EMPLOYEES AND ALL OTHER EMPLOYEES ARE REQUIRED TO READ, COMPLETE AND RETURN A CONFLICT OF INTEREST QUESTIONNAIRE ON A BI-ANNUAL BASIS. THE RETURNED QUESTIONNAIRES ARE HANDLED JOINTLY BY LEGAL, HUMAN RESOURCES AND AUDIT AND COMPLIANCE STAFF. ANY QUESTIONNAIRE THAT RAISES A POTENTIAL ISSUE IS REVIEWED AND REFERRED TO THE ASSOCIATION'S PRESIDENT FOR DETERMINATION REGARDING A CONFLICT AND ANY ACTION TO BE CONSIDERED OR UNDERTAKEN. ANY POTENTIAL CONFLICT OF INTEREST THAT ARISES AFTER THE QUESTIONNAIRE IS COMPLETED MUST BE PROMPTLY REPORTED. ANY RESTRICTIONS IMPOSED, BASED ON INFORMATION DISCLOSED IN A CONFLICT OF INTEREST QUESTIONNAIRE OR OTHERWISE, WOULD BE COMMENSURATE WITH THE TYPE OF CONFLICT IDENTIFIED AND WOULD BE DISCLOSED TO THE BOARD OF TRUSTEES. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS DOES NOT INCLUDE ANY INDIVIDUAL WHOSE COMPENSATION IT REVIEWS. THE COMMITTEE ENGAGES AN INDEPENDENT CONSULTANT TO PRODUCE COMPARABLE SALARY DATA FOR THE CEO, AND OFFICERS AND KEY EMPLOYEES AS APPROPRIATE, AND MAKES RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS, CONSISTENT WITH EXISTING COMPENSATION AGREEMENTS, POLICIES AND PROCEDURES. THE COMMITTEE CONSIDERS THE RECOMMENDATIONS FROM THE COMPENSATION CONSULTANT, EVALUATES THE CEO'S PERFORMANCE AGAINST ANNUAL PERFORMANCE GOALS, AND DETERMINES WHETHER ANY ADJUSTMENT OR PERFORMANCE-BASED REWARD SHOULD BE MADE. THE PROCESS FOR DETERMINING, REVIEWING AND APPROVING COMPENSATION AND ADJUSTMENTS TO COMPENSATION IS UNDERTAKEN ON AN ANNUAL BASIS. CONTEMPORANEOUS MINUTES OF THE COMMITTEE'S DELIBERATIONS AND DECISIONS ARE PREPARED AND REVIEWED BY THE COMMITTEE IN A TIMELY MANNER. Public Disclosure Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST TO MEMBERS; A SUMMARY OF THE FINANCIAL RESULTS ARE PRINTED EACH YEAR AS PART OF THE ANNUAL REPORT TO MEMBERSHIP. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES FORM 990, PART VI, SECTION B, LINE 15B THE COMMITTEE HAS AUTHORIZED THE CEO TO APPLY THE SAME PROCEDURES AS DESCRIBED IN THE NARRATIVE FOR PART VI, SECTION B, LINE 15A TO THE ORGANIZATION'S OTHER OFFICERS AND KEY EMPLOYEES. PLEASE SEE THE NARRATIVE FOR FORM 990, PART VI, SECTION B, LINE 15A. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 11534327; PRIOR PERIOD ADJUSTMENTS - -146917; PENSION LIABILITY ADJUSTMENT - -3640798; HEALTH FORUM LLC 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 360726140 EDUCATION IL 8977150 19232664 NA CENTER FOR HEALTHCARE GOVERNANCE 155 NORTH WACKER DRIVE SUITE 400 CHICAGO IL 606061725 361066473 MEMBERSHIP/EDUCATION IL 1724375 289953 NA AMERICAN ORG OF NURSE EXECUTIVES 155 NORTH WACKER STE 400 CHICAGO IL 606061725 363591337 MEMBERSHIP IL 501(C)(6) N/A NA HEALTH RESEARCH AND EDUCATIONAL TRUST 155 NORTH WACKER STE 400 CHICAGO IL 606061725 362203931 RESEARCH/EDUCATION IL 501(C)(3) 11 - Type I NA INSTITUTE FOR DIVERSITY IN HEALTHCARE 155 NORTH WACKER STE 400 CHICAGO IL 606061725 582094118 DIVERSITY IL 501(C)(3) 9 NA AHAPAC 325 7TH STREET NW WASHINGTON DC 20004 362996517 POLITICAL CAMPAIGNING IL 527 N/A NA AONE FOUNDATION FOR NURSING LEADERSHIP RESEARCH AND EDUCATION 325 7TH STREET NW WASHINGTON DC 20004 272399044 SUPPORTING ORGANIZATION DC 501(C)(3) 11 - Type I AONE AHA SERVICES INC AND SUBSIDIARIES 155 NORTH WACKER DRIVE STE 400 CHICAGO IL 606061725 320002089 ADMINISTRATION IL NA C CORPORATION 821663 2694492 1 true true false false false false true false true true true true false false false false false false AHA SERVICES INC AND SUBSIDIARIES A 984746 COST AHA SERVICES INC AND SUBSIDIARIES A 62485 COST HEALTH RESEARCH AND EDUCATIONAL TRUST B 1949598 COST INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT B 179000 COST AHA SERVICES INC AND SUBSIDIARIES G 327166 COST AMERICAN ORGANIZATION OF NURSE EXECUTIVES I 240928 COST HEALTH RESEARCH AND EDUCATIONAL TRUST I 346114 COST INSTITUTE FOR DIVERSITY IN HEALTH MANAGEMENT I 58872 COST AHA SERVICES INC AND SUBSIDIARIES J 771205 COST AMERICAN ORGANIZATION OF NURSE EXECUTIVES K 153486 COST HEALTH RESEARCH AND EDUCATIONAL TRUST K 279437 COST AHA SERVICES INC AND SUBSIDIARIES L 68264 COST