2026-09-23T16:41:56-05:00 2025-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2025-01-01 530260105 AMERICAN HEALTH CARE ASSOCIATION AMER 2028424444 122 C ST NW 400 WASHINGTON DC 20001 LEONA M TAYLOR CFO 2028424444 2026-09-23 1 AARON FOX P01365820 2022274000 2026-09-23 2025 LEONA M TAYLOR 122 C ST NW 400 WASHINGTON DC 20001 64820743 0 X WWW.ACHANCAL.ORG X 1956 OH THE AMERICAN HEALTH CARE ASSOCIATION IS A NON-PROFIT FEDERATION OF AFFILIATE STATE HEALTH ORGANIZATIONS, TOGETHER REPRESENTING MORE THAN 15,000 NON-PROFIT AND FOR-PROFIT NURSING, ASSISTED LIVING, DEVELOPMENTALLY - DISABLED, AND SUB-ACUTE CARE PROVIDERS, CARING FOR MORE THAN ONE MILLION INDIVIDUALS EACH DAY. 18 18 93 500 4692604 0 294752 461575 38237909 45187965 1599573 841495 3889662 4656768 44021896 51147803 1065500 1265833 0 0 26677217 26071380 0 0 0 22381066 22595424 50123783 49932637 -6101887 1215166 41837681 46231695 12514598 12926227 29323083 33305468 IMPROVING LIVES BY DELIVERING SOLUTIONS FOR QUALITY CARE. 0 0 ADVOCACY: THE ASSOCIATION REPRESENTS THE LONG TERM AND POST-ACUTE CARE COMMUNITY TO THE NATION AT LARGE - TO GOVERNMENT, BUSINESS LEADERS, AND THE GENERAL PUBLIC - DEVELOPING NECESSARY AND REASONABLE PUBLIC POLICIES WHICH BALANCE ECONOMIC AND REGULATORY PRINCIPLES TO SUPPORT QUALITY CARE AND QUALITY OF LIFE. QUALITY & RESEARCH: THE ASSOCIATION ASSISTS ITS MEMBERS IN CONTINUING TO IMPROVE THE QUALITY OF CARE PROVIDED TO RESIDENTS. THIS IS DONE IN A VARIETY OF WAYS, INCLUDING TRAINING PROGRAMS, A QUALITY AWARD PROGRAM, AS WELL AS DEVELOPMENT AND COMPILATION OF COMPREHENSIVE RESEARCH AND DATA CONCERNING THE LONG TERM AND POST-ACUTE SECTOR. EDUCATION & COMMUNICATION: THE ASSOCIATION USES A VARIETY OF MECHANISMS TO EDUCATE AND COMMUNICATE TO MEMBERS, POLICYMAKERS, AND THE GENERAL PUBLIC ON POST-ACUTE AND LONG-TERM CARE ISSUES. THE ORGANIZATION'S PRIMARY TRADE JOURNAL, PROVIDER MAGAZINE, IS CIRCULATED QUARTERLY TO OVER 50,000 POST-ACUTE FACILITIES AND INTERESTED PARTIES. THE MAGAZINE IS ALSO MADE AVAILABLE TO THE GENERAL PUBLIC ON THE ASSOCIATION'S WEBSITE ALONG WITH WEEKLY UPDATES TO MEMBERS. THE ASSOCIATION ALSO HOSTS AN ANNUAL CONVENTION AS WELL AS OTHER TECHNICAL MEETINGS, WEBINARS AND TRAINING PROGRAMS THROUGHOUT THE YEAR. ADDITIONALLY, THE ASSOCIATION MAINTAINS AN INVENTORY OF RELEVANT INDUSTRY PUBLICATIONS AND MERCHANDISE WHICH ARE AVAILABLE FOR SALE TO MEMBERS AND NONMEMBERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 161 0 1 93 1 1 1 0 0 0 1 1 0 0 0 1 0 X 18 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LEONA M TAYLOR 2028424444 122 C ST NW 400 WASHINGTON DC 20001 CHRIS WRIGHT CHAIR 4.00 X X 0 0 0 PHILIP SCALO IMM. PAST CHAIR 4.00 X X 0 0 0 PHILLIP G FOGG IMM. PAST CHAIR - UNTIL 10/2025 4.00 X X 0 0 0 NATE SCHEMA VICE CHAIR - AS OF 10/2025 4.00 X X 0 0 0 TINA THOMAS SECRETARY/TREASURER - AS OF 10/2025 4.00 X X 0 0 0 SARAH SCHUMANN SECRETARY/TREASURER - UNTIL 9/2025 4.00 X X 0 0 0 SARAH SILVA NCAL REPRESENTATIVE - AS OF 10/2025 2.00 X 0 0 0 MARK MAXFIELD NCAL REPRESENTATIVE - UNTIL 10/2025 2.00 X 0 0 0 HEATH BODDY NOT FOR PROFIT REPRESENTATIVE 2.00 X 0 0 0 BARRY PORT MULTIFACILITY REP. 2.00 X 0 0 0 CHRIS CHIRUMBOLO AT-LARGE REP. 2.00 X 0 0 0 BRIAN BERNANDER INDEPENDENT OWNER REP. 2.00 X 0 0 0 WILLIAM CHARNETSKI ABM REP. 2.00 X 0 0 0 FRAN RAINER AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 NIGEL SANTIAGO AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 NORMAN ROKEACH AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 TINE GREGORIO ASHCAE REPRESENTATIVE 2.00 X 0 0 0 DAVID VOEPEL ASHCAE REPRESENTATIVE - UNTIL 10/2025 2.00 X 0 0 0 TINA SANDRI AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 BARRY CARR AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 ALEX TERENTEV AT-LARGE REPRESENTATIVE - UNTIL 5/2025 2.00 X 0 0 0 BILL WEISBERG AT-LARGE REPRESENTATIVE 2.00 X 0 0 0 JAY MOSKOWITZ REGIONAL MULTIFACILITY REPRESENTATIVE 2.00 X 0 0 0 MARK PARKINSON PRESIDENT & CEO - UNTIL 1/2025 37.50 X 2186794 0 16793 CLIFTON PORTER PRESIDENT & CEO 37.50 X 1338918 0 331459 LEONA TAYLOR CHIEF FINANCIAL OFFICER 37.50 X 377450 0 78770 MICHAEL BASSETT VP, GOVERNMENT RELATIONS 37.50 X 636534 0 72472 JENNIFER SHIMER CHIEF OPERATING OFFICER 37.50 X 532396 0 92253 RAE ANNE DAVIS CHIEF STRATEGIC OFFICER 37.50 X 532532 0 86732 LASHUAN BETHEA EXECUTIVE DIRECTOR, NCAL 37.50 X 543847 0 49071 DAVID GIFFORD CHIEF MEDICAL OFFICER 37.50 X 489771 0 78850 HOLLY HARMON SVP, QUALITY & REGULATORY 37.50 X 470145 0 76211 RACHEL REEVES SVP, PUBLIC AFFAIRS 37.50 X 416851 0 51438 MARTIN ALLEN SVP, REIMB. POLICY - UNTIL 7/2025 37.50 X 186830 0 38617 PAULA WARREN CHIEF INFORMATION OFFICER 37.50 X 306917 0 52608 JOHN KANE SVP, REIMB. POLICY - AS OF 6/2025 37.50 X 200357 0 14052 JENNIFER HAHS VP, GOVERNMENT AFFAIRS 37.50 X 436003 0 75088 CHRISTOPHER DONNELLAN SENIOR DIR., GOVERNMENT RELATIONS 37.50 X 351460 0 90140 SHARON PURVIS VP, VENDOR RELATIONS 37.50 X 348369 0 59388 NISHA HAMMEL VP REIMBURSEMENT POLICY & POPULATION HEALTH 37.50 X 309023 0 76197 DAVID KYLLO VP, INSURANCE AND MEMBER SERVICES 37.50 X 310966 0 63895 9975163 0 1404034 75 0 1 0 PLUS COMMUNIC LLC 3001 WASHINGTON BLVD 7TH FL ARLINGTON VA 22201 ADVERTISING & MEDIA RELATIONS 1289000 SYNAPTITUDE INC 8300 BOONE BOULEVARD SUITE 500 TYSONS CORNER VA 22182 IT PROGRAMMING & SUPPORT 1232898 DIRECT SUPPLY 7301 W CHAMPIONS WAY MILWAUKEE WI 53223 MEETING SERVICES 848886 ACUMEN 500 AIRPORT BLVD SUITE 100 BURLINGAME CA 94010 POLICY RESEARCH 717650 FREEMAN PO BOX 734596 DALLAS TX 753734596 EVENT MANAGEMENT 704381 40 461575 461575 MEMBERSHIP DUES 900099 25582308 25582308 MEETINGS & EXHIBIT 900099 6528630 6528630 SPONSORSHIP 900099 5762165 5762165 GRANT CONTRACT INCOME 900099 2903779 2903779 AFFINITY PROGRAMS 900099 1785603 1783838 1765 2625480 2049919 575561 45187965 1041658 1041658 13330472 13530635 -200163 -200163 -200163 683795 142305 541490 541490 MGMT FEES 900099 4021210 4021210 COMMISSIONS 900099 94068 94068 4115278 51147803 45152129 4692604 841495 X 1265833 9258668 12859737 1064093 1649001 1239881 799721 92593 1935601 97311 5503985 817454 762325 1014985 792476 55282 1838363 6184240 127669 1092861 226890 INCOME TAX 130431 BAD DEBT 900137 PLAQUES AND AWARDS 131810 DUES AND SUBSCRIPTIONS 51590 39700 49932637 374124 1926076 5457230 5248445 70281 47694 1123361 838961 13086803 9365557 3466646 3721246 27679279 32172498 3666760 2276775 41837681 46231695 2477850 3670876 1716775 2222307 8319973 7033044 12514598 12926227 X 29323083 33305468 29323083 33305468 41837681 46231695 1215166 2767219 0 X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 200 100000 100000 1 REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSYLVANIA AVENUE NW SUITE WASHINGTON DC 20006 113655877 50000 DEMOCRATIC GOVERNORS ASSOCIATION 1225 I STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 50000 AHCA PAC 122 C STREET NW SUITE 400 WASHINGTON DC 20001 474142625 16051 0 0 1 25582308 6512409 -1624100 4888309 7626756 -2738447 PART I-A, LINE 1: THE ASSOCIATION WORKS WITH CONGRESSIONAL AND ADMINISTRATION STAFF ON LEGISLATION AND RULE-MAKING TO SUPPORT THE NEEDS AND BUSINESS INTERESTS OF THE NON-PROFIT AND FOR-PROFIT NURSING, ASSISTED LIVING, DEVELOPMENTALLY-DISABLED, AND SUB-ACUTE CARE PROVIDERS THAT THE ASSOCIATION REPRESENTS. 1075860 93162 982698 895798 370672 525126 11115145 8901723 2213422 3721246 PAYROLL LIABILITIES 3880391 OPERATING LEASE LIABILITY 2875461 DEFERRED COMPENSATION OBLIGATION 277192 7033044 X 53960016 2767219 142305 2909524 51050492 97311 97311 51147803 49977631 142305 142305 49835326 97311 97311 49932637 PART X, LINE 2: THE ASSOCIATION IS SUBJECT TO INCOME TAX ON NET INCOME DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE ASSOCIATION IS CURRENT ON ITS FILINGS OF THE EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 142,305. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 142,305. 1 IDAHO HEALTH CARE ASSOCIATION 13945 W WAINWRIGHT DRIVE SUITE 101 BOISE ID 83713 820331516 501(C)(6) 120000 0 STATE FUNDING SUPPORT PROGRAM LOUISIANA NURSING HOME ASSOCIATION 7844 OFFICE PARK BLVD BATON ROUGE LA 708097603 720638353 501(C)(6) 120000 0 STATE FUNDING SUPPORT PROGRAM HEALTH CARE COUNCIL OF ILLINOIS 431 E ADAMS STREET SUITE 220 SPRINGFIELD IL 62701 261393563 501(C)(6) 100000 0 STATE FUNDING SUPPORT PROGRAM NEBRASKA HEALTH CARE ASSOCIATION 1200 LIBRA DRIVE SUITE 100 LINCOLN NE 685129332 470488922 501(C)(6) 100000 0 STATE FUNDING SUPPORT PROGRAM PENNSYLVANIA HEALTH CARE ASSOCIATION 315 N 2ND STREET HARRISBURG PA 17101 231677576 501(C)(6) 100000 0 STATE FUNDING SUPPORT PROGRAM AGELESS AVIATION DREAMS FOUNDATION INC 1894 E WILLIAM STREET SUITE 4-451 CARSON CITY NV 89706 452780141 501(C)(3) 75000 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION REPUBLICAN GOVERNORS ASSOCIATION 1747 PENNSULVANIA AVENUE NW SUITE 250 WASHINGTON DC 20006 113655877 527 50000 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION DEMOCRATIC GOVERNORS ASSOCIATION 1225 I STREET NW SUITE 1100 WASHINGTON DC 20005 521304889 527 50000 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION ALABAMA NURSING HOME ASSOCIATION 4156 CARMICHAEL ROAD MONTGOMERY AL 361062866 636052465 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM ARIZONA HEALTH CARE ASSOCIATION 1440 E MISSOURI AVENUE SUITE C-102 PHOENIX AZ 850142459 860227208 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM CALIFORNIA ASSN OF HEALTH FACILITIES 2201 K STREET SACRAMENTO CA 958164922 941507532 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM CARE PROVIDERS OKLAHOMA 1201 N HARVEY AVENUE OKLAHOMA CITY OK 731033712 731486605 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM DCHCA 1220 L STREET NW SUITE 100-242 WASHINGTON DC 20005 510342646 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM DELAWARE HEALTH CARE FACILITIES 501 SILVERSIDE ROAD SUITE 51 WILMINGTON DE 19809 510283798 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM INDIANA HEALTH CARE ASSOCIATION 1 N CAPITOL AVENUE SUITE 100 INDIANAPOLIS IN 462042040 356043509 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM IOWA HEALTH CARE ASSOCIATION 1775 90TH STREET WEST DES MOINES IA 502661563 426067903 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM KANSAS HEALTH CARE ASSOCIATION 1100 SW GAGE BLVD TOPEKA KS 66604 480688453 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM KENTUCKY ASSOCIATION OF HEALTH CARE FACILITIES 9403 MILL BROOK ROAD LOUISVILLE KY 402235039 610728963 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM MAINE HEALTH CARE ASSOCIATION 317 STATE STREET AUGUSTA ME 043307037 010283794 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM MASSACHUSETTS SENIOR CARE ASSOCIATION PO BOX 1657 EASTON MA 023341657 042372909 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM MISSISSIPPI HEALTH CARE ASSOCIATION 303 BRAME ROAD RIDGELAND MS 391579423 640478814 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM NEW HAMPSHIRE HEALTH CARE ASSOCIATION 5 SHEEP DAVIS ROAD SUITE B PEMBROKE NH 032753706 020402602 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM NEW MEXICO HEALTH CARE ASSOCIATION 4600 A MONTGOMERY BOULEVARD NE SUITE 205A ALBUQUERQUE NM 871091284 850299106 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM NEW YORK STATE HEALTH FACILITIES ASSOCIATION 33 ELK STREET SUITE 300 ALBANY NY 122071062 160970663 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM NORTH CAROLINA HEALTH CARE FACILITIES ASSOCIATION 5109 BUR OAK CIRCLE RALEIGH NC 276123101 560746687 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM NORTH DAKOTA LTC ASSOCIATION 1900 NORTH 11TH STREET BISMARCK ND 585011914 450347194 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM OHIO HEALTH CARE ASSOCIATION 9200 WORTHINGTON ROAD SUITE 110 WESTERVILLE OH 43082 316056295 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM RHODE ISLAND HEALTH CARE ASSOCIATION 57 KILVERT STREET SUITE 200 WARWICK RI 028861054 050347684 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM SOUTH DAKOTA HEALTH CARE ASSOCIATION 804 N WESTERN AVENUE SIOUX FALLS SD 571042032 460272951 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM VERMONT HEALTH CARE ASSOCIATION PO BOX 397 SOUTH BARRE VT 056700397 030225588 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM VIRGINIA HEALTH CARE ASSOCIATION 2112 W LABURNUM AVENUE SUITE 206 RICHMOND VA 232274358 546052951 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM WEST VIRGINIA HEALTH CARE ASSOCIATION 105 CAPITOL STREET SUITE 200 CHARLESTON WV 25301 550569085 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM WISCONSIN HEALTH CARE ASSOCIATION 3902 MILWAUKEE STREET SUITE 7235 MADISON WI 53714 396125841 501(C)(6) 20000 0 STATE FUNDING SUPPORT PROGRAM VISION CENTRE LEADERSHIP DEVELOPMENT FOR AGING SERVICES 4170 CLEMMONS ROAD BOX 138 CLEMMON NC 27012 881187241 501(C)(6) 18333 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION AMERICAN SENIORS HOUSING ASSOCIATION 5225 WISCONSIN AVENUE NW SUITE 500 WASHINGTON DC 20015 522261594 501(C)(6) 10000 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION CONGRESSIONAL BLACK CAUCUS FOUNDATION INC 1225 I STREET NW SUITE 550 WASHINGTON DC 20005 521160561 501(C)(3) 10000 0 CONTRIBUTION IN SUPPORT OF AHCA MISSION 2 34 PART I, LINE 2: GRANTS ARE ONLY MADE TO ORGANIZATIONS THAT SUPPORT THE AHCA MISSION. SMALLER GRANTS ARE REVIEWED AND APPROVED AS PART OF THE ANNUAL BUDGETING PROCESS. LARGER GRANTS ARE REVIEWED AND APPROVED BY THE RESPECTIVE GOVERNANCE COMMITTEE TO WHICH THE GRANT PURPOSE RELATES. X X 1 1 X X X X X 0 1 0 MARK PARKINSON PRESIDENT & CEO - UNTIL 1/2025 360954 0 0 0 1825840 0 14000 0 2793 0 2203587 0 1706584 0 CLIFTON PORTER PRESIDENT & CEO 1039992 0 290236 0 8690 0 287625 0 43834 0 1670377 0 0 0 MICHAEL BASSETT VP, GOVERNMENT RELATIONS 511816 0 124625 0 93 0 33250 0 39222 0 709006 0 0 0 JENNIFER SHIMER CHIEF OPERATING OFFICER 455858 0 76395 0 143 0 42000 0 50253 0 624649 0 0 0 RAE ANNE DAVIS CHIEF STRATEGIC OFFICER 455994 0 76395 0 143 0 36750 0 49982 0 619264 0 0 0 LASHUAN BETHEA EXECUTIVE DIRECTOR, NCAL 494185 0 49569 0 93 0 31500 0 17571 0 592918 0 0 0 DAVID GIFFORD CHIEF MEDICAL OFFICER 435133 0 54227 0 411 0 42000 0 36850 0 568621 0 0 0 HOLLY HARMON SVP, QUALITY & REGULATORY 408607 0 61445 0 93 0 33250 0 42961 0 546356 0 0 0 JENNIFER HAHS VP, GOVERNMENT AFFAIRS 352648 0 83293 0 62 0 31500 0 43588 0 511091 0 0 0 RACHEL REEVES SVP, PUBLIC AFFAIRS 365042 0 51753 0 56 0 31500 0 19938 0 468289 0 0 0 LEONA TAYLOR CHIEF FINANCIAL OFFICER 328395 0 48644 0 411 0 38660 0 40110 0 456220 0 0 0 CHRISTOPHER DONNELLAN SENIOR DIR., GOVERNMENT RELATIONS 277672 0 72997 0 791 0 36277 0 53863 0 441600 0 0 0 SHARON PURVIS VP, VENDOR RELATIONS 337180 0 10921 0 268 0 39309 0 20079 0 407757 0 0 0 NISHA HAMMEL VP REIMBURSEMENT POLICY & POPULATION HEALTH 280053 0 28877 0 93 0 26779 0 49418 0 385220 0 0 0 DAVID KYLLO VP, INSURANCE AND MEMBER SERVICES 281719 0 28456 0 791 0 41542 0 22353 0 374861 0 0 0 PAULA WARREN CHIEF INFORMATION OFFICER 269394 0 37255 0 268 0 32035 0 20573 0 359525 0 0 0 MARTIN ALLEN SVP, REIMB. POLICY - UNTIL 7/2025 172131 0 8240 0 6459 0 19306 0 19311 0 225447 0 0 0 JOHN KANE SVP, REIMB. POLICY - AS OF 6/2025 172884 0 27438 0 35 0 6344 0 7708 0 214409 0 0 0 PART I, LINE 1A MEMBERSHIP TO THE CAPITOL HILL CLUB, NATIONAL DEMOCRATIC CLUB AND TED'S CLUB IS MAINTAINED FOR A FEW EMPLOYEES. THE CLUBS ARE USED TO HOST LARGE AND INDIVIDUAL MEETINGS WITH MEMBERS, CONGRESSIONAL LEADERS/STAFF AND LOBBYISTS. THESE AMOUNTS ARE NOT INCLUDED AS W-2 WAGES OF THE AFFECTED EMPLOYEES AS THE COSTS REPRESENT REASONABLE BUSINESS EXPENSES OF THE ASSOCIATION. TRAVEL FOR COMPANION IS PER THE EMPLOYMENT AGREEMENT AND IS INCLUDED IN W-2 WAGES AS TAXABLE COMPENSATION. PART I, LINE 4B A 457F PLAN WAS ESTABLISHED IN 2024 FOR THE PRESIDENT & CEO. A $250,000 CONTRIBUTION WAS MADE IN 2025 ON HIS BEHALF. FORM 990, PART VI, SECTION A, LINE 1A THE AHCA EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, THE SECRETARY/TREASURER, AND ONE ADDITIONAL BOARD OF GOVERNORS MEMBER SELECTED BY THE BOARD. THE EXECUTIVE COMMITTEE ACTS IN THE ABSENCE OF THE BOARD AND REPORTS ITS ACTIONS TO THE BOARD AT THE EARLIEST CONVENIENCE. THE EXECUTIVE COMMITTEE ALSO SETS COMPENSATION, TERMS, AND CONDITIONS OF EMPLOYMENT FOR THE AHCA PRESIDENT, SUBJECT TO BOARD OF GOVERNORS APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN AHCA MAY BE GRANTED TO ANY ONE ORGANIZED GROUP OF CARE FACILITIES WITHIN THE CONFINES OF A STATE, DISTRICT, TERRITORY, OR POSSESSION OF THE UNITED STATES OF AMERICA IN WHICH A PROGRAM OF INSPECTION, LICENSING, CERTIFICATION, OR APPROVAL BY ONE OR MORE DEPARTMENTS OF THE GOVERNMENT IS CONDUCTED ("AFFILIATE ASSOCIATIONS"). EACH AFFILIATE ASSOCIATION SHALL REQUIRE ALL OF ITS MEMBER FACILITIES TO BE MEMBER FACILITIES OF AHCA. "MEMBER FACILITY" SHALL MEAN A FACILITY THAT IS SUBJECT TO A PROGRAM OF INSPECTION, LICENSING, CERTIFICATION, OR APPROVAL BY ONE OR MORE DEPARTMENTS OF THE GOVERNMENT, AND FOR WHICH DUES/DUES ASSESSMENT ARE RECEIVED BY AN AFFILIATE ASSOCIATION. ASSOCIATE BUSINESS MEMBERSHIP MAY BE GRANTED TO INDIVIDUALS, CORPORATIONS, PARTNERSHIPS, LIMITED LIABILITY COMPANIES, AND OTHER ENTITIES THAT (I) SUPPLY PRODUCTS OR SERVICES TO LONG TERM CARE PROVIDERS AND (II) WILL IN GOOD FAITH PROMOTE THE OBJECTIVES OF AHCA AS SET FORTH IN THE CONSTITUTION BUT DO NOT PROVIDE PRODUCTS OR SERVICES THAT COMPETE WITH THOSE OFFERED BY AHCA. HONORARY MEMBERSHIP MAY BE CONFERRED BY THE COUNCIL OF STATES ON THOSE INDIVIDUALS WHO HAVE RENDERED DISTINGUISHED SERVICE TO THE HEALTH CARE FIELD OR TO AHCA. FORM 990, PART VI, SECTION A, LINE 7A THE COUNCIL OF STATES CONSISTS OF ONE MEMBER FROM EACH AFFILIATE ASSOCIATION. SUCH MEMBER MUST REPRESENT AN AHCA MEMBER FACILITY IN GOOD STANDING OR REPRESENT AN AFFILIATE ASSOCIATION IN GOOD STANDING. THE COUNCIL OF STATES HAS AUTHORITY TO ELECT A CHAIR, A VICE CHAIR, SECRETARY/TREASURER, SEVEN (7) AT-LARGE REPRESENTATIVES, NOT FOR PROFIT MEMBER, INDEPENDENT OWNER MEMBER, MULTIFACILITY MEMBER, AND REGIONAL MULTIFACILITY MEMBER TO THE BOARD OF GOVERNORS. EACH MEMBER OF THE COUNCIL OF STATES SHALL HAVE ONE VOTE WITH THE EXCEPTION OF THE CHAIR, OR IN THEIR ABSENCE, THE PRESIDING OFFICER, WHO SHALL VOTE ONLY IN THE EVENT OF A TIE. THE REPRESENTATIVE FOR NCAL IS SELECTED BY NCAL. NCAL CONSISTS OF THE AFFILIATE ASSOCIATIONS THAT REPRESENT ASSISTED LIVING/RESIDENTIAL CARE FACILITIES AND THEIR APPROPRIATE MEMBER FACILITIES. NO MORE THAN ONE AFFILIATE ASSOCIATION FROM EACH STATE MAY BE A PART OF THE AHCA/NCAL FEDERATION. THE REPRESENTATIVE FOR ASHCAE IS SELECTED BY ASHCAE. ASHCAE CONSISTS OF TWO CATEGORIES: ACTIVE ASSOCIATION CHIEF EXECUTIVES OF AHCA AFFILIATES (VOTING) AND HONORARY (NON-VOTING) MEMBERS. HONORARY MEMBERSHIP SHALL BE GRANTED AT THE DISCRETION OF THE VOTING ASHCAE MEMBERSHIP. THE NON-VOTING REPRESENTATIVE FOR THE ASSOCIATE BUSINESS MEMBERS IS SELECTED BY THE ASSOCIATE BUSINESS MEMBERS. ASSOCIATE BUSINESS MEMBERS ARE INDIVIDUALS, CORPORATIONS, PARTNERSHIPS, LIMITED LIABILITY COMPANIES, AND OTHER ENTITIES THAT (I) SUPPLY PRODUCTS OR SERVICES TO LONG TERM CARE PROVIDERS AND (II) WILL IN GOOD FAITH PROMOTE THE OBJECTIVES OF AHCA AS SET FORTH IN THE CONSTITUTION BUT DO NOT PROVIDE PRODUCTS OR SERVICES THAT COMPETE WITH THOSE OFFERED BY AHCA. FORM 990, PART VI, SECTION A, LINE 7B DUES RATES, DUES ASSESSMENTS, AND BY-LAWS CHANGES ARE SUBJECT TO APPROVAL BY THE COUNCIL OF STATES. DISSOLUTION OF THE ORGANIZATION MUST BE APPROVED BY TWO-THIRDS OF THE AFFILIATE ASSOCIATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT OF THE 990 IS FIRST REVIEWED BY MANAGEMENT. IT IS THEN PROVIDED TO THE BOARD OF GOVERNORS ELECTRONICALLY FOR REVIEW. ANY AND ALL COMMENTS FROM THE BOARD OF GOVERNORS ARE ADDRESSED BY MANAGEMENT. IF ANY MAJOR CHANGES TO THE FORM 990 ARE REQUIRED BASED ON REVIEW BY THE BOARD OF GOVERNORS, A REVISED VERSION IS THEN DISTRIBUTED TO THE BOARD OF GOVERNORS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY DESIGNED TO HELP DIRECTORS, OFFICERS, EMPLOYEES, AND OTHER INDIVIDUALS WITH DECISION-MAKING AUTHORITY FOR THE ORGANIZATION (I.E., EVERY "RESPONSIBLE PERSON") IDENTIFY SITUATIONS THAT PRESENT POTENTIAL CONFLICTS OF INTEREST AND PROVIDE PROCEDURES TO ADDRESS ACTUAL AND POTENTIAL CONFLICTS OF INTEREST. EACH NEW RESPONSIBLE PERSON IS REQUIRED TO REVIEW THE POLICY AND ACKNOWLEDGE IT IN WRITING. ANNUALLY, EACH RESPONSIBLE PERSON MUST COMPLETE A DISCLOSURE FORM IDENTIFYING RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH THE RESPONSIBLE PARTY IS INVOLVED THAT HE OR SHE BELIEVES COULD GIVE RISE TO A CONFLICT OF INTEREST. ALSO, ALL OFFICERS AND DIRECTORS APPLYING FOR A POSITION ON THE BOARD ARE REQUIRED TO COMPLETE AN APPLICATION WHICH INCLUDES A CONFLICT DISCLOSURE STATEMENT AND POLICY. MEMBERS OF THE CREDENTIALING COMMITTEE REVIEW THE APPLICATIONS. ANNUAL DISCLOSURE FORMS FOR EMPLOYEES ARE REVIEWED BY HUMAN RESOURCES. CONFLICTS IDENTIFIED ARE MADE AVAILABLE TO THE CHAIR OR THE CHAIR'S DESIGNEE, AS WELL AS ANY COMMITTEE APPOINTED TO ADDRESS CONFLICTS OF INTEREST. THE AHCA/NCAL ANTITRUST POLICY AND THE AHCA/NCAL CONFLICT OF INTEREST AND CONFIDENTIALITY POLICY ARE INCLUDED WITH THE AGENDA FOR EACH BOARD, COMMITTEE, TASKFORCE, OR WORKGROUP MEETING. THE POLICIES ARE REVIEWED AT THE BEGINNING OF EACH MEETING TO ENSURE THAT ANY NEW POTENTIAL ISSUES ARE ADDRESSED BEFORE ASSOCIATION BUSINESS IS COMMENCED. FORM 990, PART VI, SECTION B, LINE 15 THE CURRENT CEO/PRESIDENT WAS HIRED IN OCTOBER 2024 THROUGH A SEARCH PROCESS CONDUCTED BY AN OUTSIDE RECRUITING FIRM. THE COMPENSATION AWARDED TO THE CEO/PRESIDENT WAS DETERMINED AS PART OF THAT PROCESS AND APPROVED BY THE BOARD OF GOVERNORS. THE COMPENSATION AMOUNT IS COMMUNICATED TO THE HR DEPARTMENT BY THE BOARD CHAIR, IN WRITING. THE CEO APPROVES THE HIRING AND REPLACEMENT OF OTHER ASSOCIATION OFFICERS AND KEY EMPLOYEES. COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED USING DATA FROM TWO DIFFERENT COMPENSATION SURVEYS SPECIFIC TO ASSOCIATIONS. PROPOSED COST OF LIVING INCREASES ARE BASED ON EXPECTED INCREASES FOR COMPARABLE ASSOCIATIONS. THE BOARD APPROVES ANY COST OF LIVING INCREASE AS PART OF THE ANNUAL BUDGET APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 NOT NORMALLY MADE AVAILABLE TO GENERAL PUBLIC, BUT FURNISHED ON REQUEST. ALSO, THE BY-LAWS ARE ACCESSIBLE IN A MEMBERS-ONLY SECTION OF THE WEBSITE. FORM 990, PART IX, LINE 11G CONSULTING 2,706,034. CONTRACT MGMT AND SUPPORT 1,493,260. DATA ACQUISITION SERV. 736,042. STAFF RECRUITING 29,748. VIDEO PRODUCTION 230,929. PAYROLL PROCESSING 145,132. SPEAKER FEES/HONORARIA 109,813. GRAPHIC DESIGN 37,632. EDITORIAL SERVICES 15,395. AHCANCAL SOLUTIONS LLC 122 C STREET NW SUITE 400 WASHINGTON DC 20001 471554374 BUSINESS SERVICES DC 4090227 1569205 AMERICAN HEALTH CARE ASSOCIATION AMERICAN HEALTH CARE ASSOCIATION POLITICAL ACTION COMMITTEE 122 C STREET NW SUITE 400 WASHINGTON DC 20001 474142625 POLITICAL ACTION COMMITTEE DC 527 AMERICAN HEALTH CARE ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0