Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS
Employer identification number
52-1563768
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
564,874
641,252
446,183
439,687
583,086
2,675,082
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
277,992
190,398
215,912
684,302
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
564,874
641,252
724,175
630,085
798,998
3,359,384
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
50,003
177,495
153,887
294,692
676,077
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
50,003
177,495
153,887
294,692
676,077
8
Public Support (Subtract line 7c from line 6.)
2,683,307
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
564,874
641,252
724,175
630,085
798,998
3,359,384
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
8,451
5,159
1,509
675
436
16,230
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
8,451
5,159
1,509
675
436
16,230
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
920
100
350
100
1,470
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
574,245
646,511
726,034
630,860
799,434
3,377,084
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
79.460 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
95.180 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
0 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
1.000 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS
Employer identification number
52-1563768
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
NAHDO WORKS TO STRENGTHEN STATE HEALTH DATA AGENCIES BY: 1. DEVELOPING CLOSE WORKING RELATIONSHIPS WITH PUBLIC AND PRIVATE STATE HEALTH AGENCIES IN ORDER TO BE IN A POSITION WHEN OPPORTUNITY ARISES TO HELP THEM INCREASE CAPACITY. 2. WORKING WITH PRIVATE AND FEDERAL PARTNERS TO NURTURE AND STRENGTHEN STATE HEALTH DATA AGENCY INFRASTRUCTURE. 3. BRINGING GROUPS TOGETHER TO LEARN FROM EACH OTHER AND/OR TO WORK TOGETHER. 4. SPONSORING AND SUPPORTING WORK TO INCREASE THE CONSISTENCY AND PREDICTABILITY OF STATEWIDE HEALTH DATA. 5. PROMOTING STANDARDIZATION IN DATA ELEMENTS AND METHODS OF COLLECTING, ANALYZING, AND DISSEMINATION DATA. 6. IDENTIFYING THE GAPS IN PUBLICLY AVAILABLE DATA AND PROMOTING THE CLOSURE OF THESE GAPS. ADVOCATING FOR THE STATE HEALTH DATA AGENCY AND NATIONAL HEALTH POLICY DEVELOPMENT.
FIRST ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4A
REPORTING PROGRAMS. NATIONAL TESTIMONY (WWW.NAHDO.ORG): NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS (NCVHS) PRIVACY AND CONFIDENTIALITY AND POPULATION SUBCOMMITTEES NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS, APCD OVERVIEW (WWW.NAHDO.ORG) SUBMISSION OF COMMENTS ON BEHALF OF STATE HEALTH DATA PROGRAMS (WWW.NAHDO.ORG): CMS NPRM 42 CRF PART 401: AVAILABILITY OF MEDICARE DATA FOR PERFORMANCE MEASUREMENT CMS NPRM CMS-9975-P; SUBPART D- STATE STANDARDS RELATED TO THE RISK ADJUSTMENT PROGRAM NATIONAL QUALITY FORUM, VOTES ON ENDORSED MEASURES (E.G. SURGERY MAINTENANCE 2010 AND OTHER RELEVANT STANDARDS) MEANINGFUL USE COMMENTS TO THE OFFICE OF THE NATIONAL COORDINATOR KEY PARTNERSHIPS ALL PAYER CLAIMS DATABASES COUNCIL (APCD COUNCIL) JOINT PUBLIC HEALTH INFORMATICS TASK FORCE (JPHIT) MEMBERSHIP WEBSITE (WWW.NAHDO.ORG) NAHDO REDESIGNED ITS WEBSITE TO BE MORE USER-FRIENDLY AND PROMOTE MEMBERSHIP BENEFITS. A MEMBERS-ONLY PORTAL PROVIDES ACCESS TO NAHDO REPORTS, PAPERS, STATE PROFILES, AND MEMBER FORUMS. WE ARE SEEKING VOLUNTEERS FOR SPECIAL WORKGROUPS AND FORUM MODERATORS. CONTACT EMILY SULLIVAN FOR MORE INFORMATION(ESULLIVAN@NAHDO.ORG). STANDARDS DEVELOPMENT HIGHLIGHTS IN FISCAL YEAR 2011, NAHDO CONTINUED NATIONAL STANDARDS ACTIVITIES ON A RANGE OF FRONTS RANGING FROM APCD CORE STANDARDS DEVELOPMENT TO HARMONIZATION OF HOSPITAL DISCHARGE DATA AND NATIONAL CANCER REGISTRIES. ALL-PAYER CLAIMS DATABASES (APCD) CORE STANDARDS. AS A PART OF THE APCD COUNCIL, NAHDO WITH FUNDING FROM A TASK ORDER FROM AHRQ, ESTABLISHED A TECHNICAL ADVISORY PANEL (TAP) INCLUDING MEMBERS FROM ORGANIZATIONS LIKE AHIP, AHRQ, NCSL, NAIC, NGA, UNITEDHEALTH, WELLPOINT, KAISER PERMANENTE, AND AETNA. ALSO, DURING JANUARY, THE APCD STANDARDS EFFORT WAS ANNOUNCED AT THE ASC X12 STANDING MEETING; IN RESPONSE, IT WAS DISCOVERED THAT MEDICAID AND MEDICARE MAY HAVE SIMILAR REPORTING NEEDS. X12N POST ADJUDICATED CLAIMS DATA REPORTING GUIDE (PACDR) NAHDO AND THE APCD COUNCIL ARE ACTIVELY PARTICIPATING IN THIS FORUM TO DEVELOP A UNIFORM MEDICAL CLAIMS PAYER REPORTING STANDARD. ASC X12N MEMBERSHIP ACCREDITED STANDARDS COMMITTEE (ASC) X12 BUILDS AND SUPPORTS ELECTRONIC EXCHANGE STANDARDS, RELATED DOCUMENTS, AND PRODUCTS INTENDED FOR WORLDWIDE USE SUCH AS THE 837-TRANSACTIONAL CLAIM. NAHDO MEMBERS ARE MEMBERS OF ASC X12N (FOR MORE INFORMATION (INFO@NAHDO.ORG). NATIONAL QUALITY FORUM MEMBERSHIP DENISE LOVE WAS APPOINTED TO THE NQF CARE COORDINATION STEERING COMMITTEE AND BARBARA RUDOLPH (NAHDO'S CONSULTANT) IS A MEMBER OF THE CONSENSUS STANDARDS APPROVAL COMMITTEE (CSAC) NAHDO WORKGROUP ON STATE DATA RELEASE GUIDELINES STATE MEMBERS SEEKING GUIDANCE ON PUBLIC USE FILE RELEASE PRACTICES RESULTED IN A WORKGROUP TO PROPOSE GUIDELINES FOR PUF RELEASE. A DRAFT WILL BE DISSEMINATED TO OUR MEMBERS FOR COMMENTS AND APPROVAL LATER IN 2011. KNOWLEDGE TRANSFER HIGHLIGHTS NAHDO IS KNOWN FOR ITS HIGH-QUALITY MEETINGS AND WORKSHOPS. NAHDO'S GRANTS AND PROJECTS ARE DESIGNED TO PROMOTE AND STRENGTHEN HEALTH CARE DATA USE ACROSS THE SYSTEM. NAHDO'S 25TH ANNUAL MEETING: HEALTH CARE DATA: THE SILVER BULLET FOR REFORMING THE HEALTH CARE SYSTEM SALT LAKE CITY, UTAH, OCTOBER 2010 150 ATTENDEES FROM STATE, FEDERAL, AND PRIVATE SECTOR AGENCIES. SESSIONS WERE FOCUSED ON THE ROLE OF STATE HEALTH CARE DATA ORGANIZATION IN THE IMPLEMENTATION OF HEALTHCARE REFORM SUCH AS PUBLIC REPORTING TO INCREASE TRANSPARENCY AND HOW HEALTHCARE DATA MAY CONTRIBUTE TO ACCOUNTABLE CARE ORGANIZATIONS. SEVENTY PEOPLE ATTENDED THE PRE MEETING WORKSHOP ON STATES MASTER PATIENT INDEX (MPI) INITIATIVES. FOURTH NATIONAL ALL PAYER CLAIMS DATABASES CONFERENCE HELD IN PARTNERSHIP WITH ACADEMYHEALTH'S STATE COVERAGE INITIATIVES AND THE APCD COUNCIL, SALT LAKE CITY, UTAH 105 ATTENDEES FROM 20 STATES. THE FIRST HALF OF THE MEETING OPEN TO GENERAL NAHDO MEETING ATTENDEES COVERED A BROAD OVERVIEW OF APCDS INCLUDING RECENT DEVELOPMENTS AND APPLICATIONS. THE SECOND DAY WAS CLOSED TO STATE TEAMS ONLY AND INCLUDED A MORE HANDS-ON PLANNING AND STATE SPECIFIC TECHNICAL ASSISTANCE. MEMBERSHIP WEBINARS: EMERGENCY DEPARTMENT DATA FOR THE CDC ENVIRONMENTAL PUBLIC HEALTH TRACKING PROGRAM CONSIDERATIONS IN IMPLEMENTING A MASTER PATIENT INDEX (MPI) MEMBERSHIP WEBINAR FORUM NAHDO PROJECTS NAHDO-CDC ASSESSMENT INITIATIVE COOPERATIVE AGREEMENT NAHDO-CDC ENVIRONMENTAL PUBLIC HEALTH TRACKING NETWORK COOPERATIVE AGREEMENT THE COMMONWEALTH FUND: OPPORTUNITIES TO IMPROVE COST PERFORMANCE: A STATE RESOURCE CENTER ECONOMETRICA: WHAT HEALTH CARE DATA ARE COLLECTED AND AVAILABLE TO INFORM POLICYMAKERS, CLINICIANS, AND CONSUMERS? NORTHRUP-GRUMAN, CDC CANCER REGISTRIES AND HOSPITAL DISCHARGE DATA SYSTEMS MULTI-CLAIMS DATA BASE PROJECT SUBCONTRACT TO OPTUMINSIGHT GLOBAL TASK FORCE FOR PUBLIC HEALTH: IMPROVING USE OF MEDICAID DATA BY STATE MEDICAID OFFICES AND HEALTH DEPARTMENTS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
A COPY OF THE 990 IS PROVIDED TO ALL BOARD MEMBERS, TO ACCOUNTING MANAGEMENT, AND TO THE EXECUTIVE DIRECTOR. THESE INDIVIDUALS REVIEW THE FORM. QUESTIONS AND CONCERNS ARE ADDRESSED AND CORRECTIONS ARE MADE, AS NEEDED.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. A COPY OF THIS CONFLICT OF INTEREST STATEMENT SHALL BE FURNISHED TO EACH DIRECTOR OR OFFICER WHO IS PRESENTLY SERVING THE CORPORATION, OR WHO MAY HEREAFTER BECOME ASSOCIATED WITH THE CORPORATION. THIS POLICY SHALL BE REVIEWED ANNUALLY FOR THE INFORMATION AND GUIDANCE OF DIRECTORS AND OFFICERS, AND ANY NEW OFFICERS AND DIRECTORS SHALL BE ADVISED OF THE POLICY UPON UNDERTAKING THE DUTIES OF THEIR OFFICES. ALL POTENTIAL CONFLICTS OF INTEREST AND ALL SPEAKING ARRANGEMENTS (FOR THE ANNUAL MEETING) MUST BE SUBMITTED IN WRITING TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR REVIEWING THESE TO DETERMINE WHETHER A CONFLICT ACTUALLY EXISTS. WHEN THERE IS DOUBT AS TO WHETHER ANY CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECOTRS, EXCLUDING THE PERSON WHO IS THE SUBJECT OF THE POSSIBLE CONFLICT OF INTEREST. IF ANY SUCH CONFLICT OF INTEREST ARISES WITH REGARD TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. THE MINUTES OF THE MEETING OF THE BOARD SHALL REFLECT THAT THE CONFLICT WAS DISCLOSED AND THAT THE INTERESTED PERSON WAS NOT PRESENT DURING THE FINAL DISCUSSION OR VOTE AND DID NOT VOTE ON THE MATTER.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. MARKET COMPARABILITY DATA FOR SIMILAR POSITIONS AT SIMILAR NONPROFITS IS REVIEWED DURING THIS PROCESS TO DETERMINE A REASONABLE LEVEL OF COMPENSATION. COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED ANNUALLY BY THE BOARD OF DIRECTORS DURING THE BUDGETING PROCESS AT THE BEGINNING OF EACH FISCAL YEAR.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST STATEMENT, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT THE ORGANIZATION'S OFFICES DURING NORMAL BUSINESS HOURS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.