Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2012
Open to Public Inspection
A For the 2012 calendar year, or tax year beginning 10-01-2012 , 2012, and ending 09-30-2013
BCheck if applicable:
CName of organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
124 SOUTH 400 EAST SUITE 220
 
Room/suite
City or town, state or country, and ZIP + 4
SALT LAKE CITY, UT841115312
D Employer identification number

52-1563768
E Telephone number

G Gross receipts $ 505,965
F Name and address of principal officer:
DENISE LOVE
124 SOUTH 400 EAST SUITE 220
SALT LAKE CITY,UT841115312
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
HTTP://WWW.NAHDO.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 2000
M State of legal domicile: UT
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 11
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 11
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ...... 5 5
6 Total number of volunteers (estimate if necessary) ............. 6 28
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 377,556 234,427
9 Program service revenue (Part VIII, line 2g) ......... 205,800 271,392
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 318 146
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)   0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 583,674 505,965
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   0
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 287,017 220,745
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 252,654 209,531
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 539,671 430,276
19 Revenue less expenses. Subtract line 18 from line 12....... 44,003 75,689
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 793,133 811,832
21 Total liabilities (Part X, line 26)............. 211,745 154,755
22 Net assets or fund balances. Subtract line 21 from line 20..... 581,388 657,077
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2012)
Form 990 (2012)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III ...............
1
Briefly describe the 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.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 310,761 including grants of $   ) (Revenue $ 271,392 )
NAHDOS 27TH ANNUAL MEETING: THE POWER OF DATA CONNECTIONS: RENEWING THE HEALTH DATA GRID NEW ORLEANS, LOUISIANA, OCTOBER 2012 146 ATTENDEES FROM STATE, FEDERAL, AND PRIVATE SECTOR AGENCIES. IN 2012, AS IN PAST YEARS, NAHDO WAS AWARDED CONFERENCE SUPPORT GRANTS WHICH PROVIDED STATE TRAVEL SUBSIDIES FOR THESE WORKSHOPS. AGENCY FOR HEALTHCARE RESEARCH AND QUALITY - SMALL CONFERENCE GRANT 2012: LAYING THE GROUNDWORK FOR CONSUMER REPORTING ON COST AND QUALITY: PUTTING APCD SYSTEMS TO WORK NEW ORLEANS, LOUISIANA, OCTOBER 2012 118 ATTENDEES A PRODUCT OF THIS MEETING IS THE REPORT: ANALYTIC PLAN GUIDANCE DOCUMENT: FOR STATES DEVELOPING ALL-PAYER CLAIMS DATABASE ANALYTIC PLANS (AVAILABLE AT WWW.NAHDO.ORG). MEMBERSHIP UPDATES: NAHDO CURRENTLY OFFERS THREE TYPES OF MEMBERSHIP: PUBLIC NON-PROFIT HEALTHCARE ORGANIZATIONS CORPORATE NAHDO HAS EXPERIENCED INCREASES IN ALL THREE CATEGORIES IN THE PAST YEAR. NAHDOS PURPOSE IS TO: PROMOTE COMPARABILITY OF HEALTH INFORMATION THROUGH THE DEVELOPMENT OF GUIDELINES AND STANDARDS FOR DATA COLLECTION, ANALYSIS, AND DISSEMINATION. MEMBERSHIP AND EDUCATION CONTINUED WEBINARS: NAHDO WEBINAR OF STATE APCD DEVELOPMENT (APRIL 19, 2012) ICD-10 WEBINAR (SEPTEMBER 6, 2012) CROSSBORDER HOSPITAL DISCHARGE DATA EXCHANGE WEBINAR (JANUARY 24, 2013) DATASET WORKGROUP WEBINAR (APRIL 8, 2013) AHRQ ACADEMYHEALTH WEBINAR (APRIL 24, 2013) HQPC WEBINAR (JULY 11, 2013) APCD 101 WEBINAR (MULTIPLE) PUBLICATIONS: NAHDO PUBLIC RELEASE FILE BULLETIN: MEDIA TALKING POINTS (BASED ON THE PUF GUIDANCE DOCUMENT RELEASED IN 2012) ANALYTIC PLAN GUIDANCE DOCUMENT: FOR STATES DEVELOPING ALL- PAYER CLAIMS DATABASE ANALYTIC PLANS (SEPTEMBER 9, 2013) DEVELOPING AN APCD REQUEST FOR PROPOSAL: GUIDANCE FOR STATE AGENCIES (NOVEMBER 8, 2013) APCD LEGISLATION: REVIEW OF CURRENT PRACTICES AND CRITICAL ELEMENTS (NOVEMBER 11, 2013) REVIEW: ALL PAYER CLAIMS DATABASE DEVELOPMENT (FUNDED BY THE ROBERT WOOD JOHNSON FOUNDATION) CO-AUTHORED WITH THE APCD COUNCIL TESTIMONY (WWW.NAHDO.ORG): NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS SUBCOMMITTEE ON STANDARDS, HEARING ON PUBLIC HEALTH DATA STANDARDS PRESENTED BY: DENISE LOVE, NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS (NAHDO) NOVEMBER 12, 2013 HTTP://WWW.NCVHS.HHS.GOV/131112AG.HTM NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS SUBCOMMITTEE ON POPULATION HEALTH; SUBCOMMITTEE ON PRIVACY, CONFIDENTIALITY, AND SECURITY; AND SUBCOMMITTEE ON STANDARDS JOINT ROUNDTABLE ON HEALTH DATA NEEDS FOR COMMUNITY-DRIVEN CHANGE APRIL 30MAY 2, 2013 HTTP://WWW.NCVHS.HHS.GOV/130430SM.PDF I FOUND MUCH OF THE CONTENT A USEFUL SUMMARY OF CONCERNS RELATED TO DATA RELEASE AND THE DESIRE SOME PROVIDERS HAVE TO VET DATA ON QUALITY AND COST REPORTS. THE GOAL OF TRANSPARENCY IN THESE TYPES OF MEASURES CAN SOMETIMES ENCOUNTER ROAD BLOCKS THAT ARE DIRECTLY RELATED TO ISSUES/CONCERNS ABOUT ACCIDENTAL SPILLS OF DIRECT AND INDIRECT IDENTIFIERS AS WELL AS RE- IDENTIFICATION PROBLEMS IN THE DATA VETTING PROCESS. THIS IS A HELPFUL RESOURCE TOWARDS ACHIEVING A BETTER UNDERSTANDING OF THAT TENSION. GRANTS AND CONTRACTS NAHDO'S GRANTS AND CONTRACTS HELP SUSTAIN THE ORGANIZATION AND PROMOTE NAHDO'S MISSION. ALL GRANTS AND CONTRACTS ARE ALIGNED WITH NAHDO'S MISSION AND ARE GEARED TO IMPROVING THE HEALTH CARE DATA INFRASTRUCTURE. CDC ICD 10 TRANSITION THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) HAS MANDATED THAT ALL ENTITIES COVERED BY THE HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA) MUST ALL TRANSITION TO A NEW SET OF CODES FOR ELECTRONIC HEALTH CARE TRANSACTIONS ON OCTOBER 1, 2014. CDC PROGRAMS USE ICD-9-CM CODES TO CONDUCT SURVEILLANCE (E.G., CHRONIC DISEASE AND INJURY SURVEILLANCE, HEALTH CARE UTILIZATION, HEALTH CARE-ASSOCIATED ADVERSE EVENTS), FOR CASE FINDINGS LISTS TO IDENTIFY CASES OF REPORTABLE CANCERS AND CERTAIN BIRTH DEFECTS, DISABILITIES, AND BLOOD DISORDERS, AND TO PROVIDE PUBLIC USE DATA FILES FOR PUBLIC ANALYSIS. NAHDO IS SUBCONTRACTING WITH THE TASK FORCE FOR GLOBAL HEALTHS PUBLIC HEALTH INFORMATICS INSTITUTE (PHII) TO PROVIDE TECHNICAL ASSISTANCE AND RESOURCES TO SELECTED CDC SURVEILLANCE PROGRAMS TO MAKE THE TRANSITION TO ICD-10. NAHDO WILL CONDUCT ACTIVITIES UNDER THIS PROJECT WITH CONSULTANTS AT THE UNIVERSITY OF CALIFORNIAS CENTER FOR HEALTH POLICY AND RESEARCH (CHPR)WHO ARE NATIONAL AND INTERNATIONAL EXPERTS IN THE SCIENCE OF OUTCOMES MEASUREMENT AND ADMINISTRATIVE DATA CODING. NAHDO-CDC ENVIRONMENTAL PUBLIC HEALTH TRACKING NETWORK NAHDO CONTINUES TO FACILITATE THE ACCESS TO AND USE OF HOSPITAL DISCHARGE AND CLAIMS DATABASES FOR CREATING STANDARDIZED HEALTH INDICATORS MEASURING MORBIDITY AND HEALTH OUTCOMES RELATED TO ENVIRONMENTAL EXPOSURES. CALIFORNIA HEALTH CARE FOUNDATION CALIFORNIA HEALTH DATABASE INVENTORY (CHDI) CHDI IS A PROJECT TO MAP THE AVAILABILITY OF RELEVANT PUBLIC AND POPULATION HEALTH DATA SOURCES IN CALIFORNIA AND CREATE A DATABASE THAT CATALOGUES THE ATTRIBUTES OF THESE DATA SETS FOR USE BY MULTIPLE COMMUNITY STAKEHOLDERS.HCUP STANDARDS THE HEALTHCARE COST AND UTILIZATION PROJECT (HCUP) HAS ENGAGED NAHDO FOR DATA STANDARDS WORK RELATED TO THE HEALTHCARE COST AND UTILIZATION PROJECT (HCUP). THIS WORK IS FUNDED THROUGH A SUBCONTRACT WITH TRUVEN HEALTH ANALYTICS UNDER THE HCUP CONTRACT. THE NAHDO TEAM WILL REPRESENT THE PUBLIC HEALTH DATA STANDARDS CONSORTIUM, STATES AND STATE ISSUES ON THE NATIONAL UNIFORM BILLING COMMITTEE (NUBC) AND NATIONAL UNIFORM CLAIMS COMMITTEE (NUCC). NAHDOS DATA MEASUREMENT SCIENTIST CONSULTANT, BARBARA RUDOLPH, PH.D. WILL BE THE LEAD REPRESENTATIVE TO THE CONTENT COMMITTEES, WITH NAHDOS NATIONAL STANDARDS CONSULTANT, ROBERT DAVIS, AS THE ALTERNATE REPRESENTATIVE. OTHER GRANTS AND CONTRACTS THAT ARE COMPLETED INCLUDE: DHHS MULTI-PAYER CLAIMS DATABASE (MCDB) ALASKA STATE HOSPITAL AND NURSING HOME ASSOCIATION (ASHNHA) UTAH APCD TECHNICAL ASSISTANCE CONSULTATION KEY PARTNERSHIPS ALL-PAYER CLAIMS DATABASE COUNCIL NAHDO IS A CO-LEADER AND CO-FOUNDER OF THE APCD COUNCIL. THE APCD IS A COLLABORATION BETWEEN THE NEW HAMPSHIRE INSTITUTE FOR HEALTH POLICY AND PRACTICE (NHIHPP) AT THE UNIVERSITY OF NEW HAMPSHIRE (UNH) IN DURHAM, NH, AND THE NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS (NAHDO). NAHDO WORKS CLOSELY WITH THE APCD COUNCIL TO ADVOCATE FOR AND PROVIDE TECHNICAL ASSISTANCE TO STATES PLANNING AND IMPLEMENTING STATEWIDE APCD SYSTEMS. WHILE THE COUNCILS WORK IS NOT FUNDED (PROVIDED BY IN-KIND SERVICES FROM UNH AND NAHDO), THE COUNCIL HAS RECEIVED FUNDING FOR SPECIFIC DELIVERABLES. DURING 2012, IN COLLABORATION WITH THE APCD COUNCIL, NAHDO HAS RECENTLY PUT OUT A NUMBER OF PAPERS FEATURING APCD TOPICS. APCD VENDOR SPONSORSHIPS FUNDED PRIORITY TOPICS: APCD LEGISLATION: REVIEW OF CURRENT PRACTICES AND CRITICAL ELEMENTS (NOVEMBER 11, 2013) DEVELOPING AN APCD REQUEST FOR PROPOSAL: GUIDANCE FOR STATE AGENCIES (NOVEMBER 8, 2013) ROBERT WOOD JOHNSON FOUNDATION HAS FUNDED AN UPDATE OF APCD INITIATIVES IN STATES---THIS PAPER WILL BE RELEASED IN DECEMBER 2012. JOINT PUBLIC HEALTH INFORMATICS TASK FORCE (JPHIT) NAHDO IS A FOUNDING AND VOTING MEMBER ORGANIZATION OF THE JOINT PUBLIC HEALTH INFORMATICS TASKFORCE (JPHIT). JPHIT IS A COLLABORATION OF PUBLIC HEALTH ASSOCIATIONS COMMITTED TO IMPROVING POPULATION HEALTH THROUGH INFORMATICS, HEALTH IT AND INFORMATION EXCHANGE, SERVING AS A THOUGHT LEADER ON EMERGING INFORMATICS ISSUES FOR PUBLIC HEALTH. BOARD MEMBER, PAT MERRYWEATHER, IS SERVING WITH DENISE LOVE ON THIS TASK FORCE.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet310,761
Form 990 (2012)
Form 990 (2012)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If “Yes,” complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If “Yes,” complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the United States? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the United States? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2012)
Form 990 (2012)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II...
21
 
No
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J.......................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I...................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highest compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II..........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2.............
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2012)
Form 990 (2012)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V ...............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
2
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes,” to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2012)
Form 990 (2012)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI ...............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
11
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
11
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
UT
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletDENISE LOVE124 SOUTH 400 EAST SUITE 220SALT LAKE CITYUT84111 (801) 532-2299
Form 990 (2012)
Form 990 (2012)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII ...............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) ALAN PRYSUNKA........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(2) MARY BETH CONROY........................................................................
TREASURER
 1.00
.......................   		X           0 0 0
(3) MICHAEL LUNDBERG........................................................................
CHAIR
 1.00
.......................   		X           0 0 0
(4) BEN STEFFEN........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(5) CRAIG SCHNEIDER........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(6) PATRICIA MERRYWEATHER........................................................................
VICE CHAIR
 1.00
.......................   		X           0 0 0
(7) JILL B MIYAMURA PHD........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(8) D VAUGHN HOLBROOK........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(9) KEVAN EDWARDS........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(10) LUCAS TRAMONTOZZI........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(11) JONATHAN M TEAGUE........................................................................
BOARD MEMBER
 1.00
.......................   		X           0 0 0
(12) DENISE LOVE........................................................................
EX. DIRECTOR
 40.00
.......................   		    X       109,925 0 19,363










Form 990 (2012)
Form 990 (2012)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 109,925   19,363
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet  
Form 990 (2012)
Form 990 (2012)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response to any question in this Part VIII ..............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 184,828
f All other contributions, gifts, grants, and
similar amounts not included above1f 		49,599
g Noncash contributions included in lines
1a-1f:$ 		 
h Total. Add lines 1a-1f.......MediumBullet 234,427
Program Service Revenue Business Code
2a MEMBERSHIP DUES   152,042 152,042    
b ANNUAL CONFERENCE   119,350 119,350    
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 271,392
Other Revenue 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 146     146
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties...........MediumBullet        
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss)..........MediumBullet        
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 505,965 271,392   146
Form 990 (2012)
Form 990 (2012)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response to any question in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 129,289 91,739 37,550  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 66,470 47,638 18,832  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 5,515 3,593 1,922  
9 Other employee benefits ....... 3,926 2,686 1,240  
10 Payroll taxes ........... 15,545 11,147 4,398  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 30,127   30,127  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 44,952 43,067 1,885  
12 Advertising and promotion ....        
13 Office expenses ....... 15,565 11,921 3,644  
14 Information technology ......        
15 Royalties ..        
16 Occupancy ........... 16,040 15,880 160  
17 Travel ............ 29,863 27,758 2,105  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 52,936 52,936    
20 Interest ........... 6,716 643 6,073  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 5,729   5,729  
23 Insurance .............. 902   902  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a DUES AND SUBSCRIPTIONS 5,893 1,753 4,140  
b MISCELLANEOUS 808   808  
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 430,276 310,761 119,515 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2012)
Form 990 (2012)
Page 11
Part X Balance Sheet Check if Schedule O contains a response to any question in this Part X ...............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ............. 491,749 1 490,926
2 Savings and temporary cash investments ......... 244,559 2 244,555
3 Pledges and grants receivable, net ...........   3  
4 Accounts receivable, net ............. 33,532 4 60,331
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges .......... 5,004 9 4,459
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 38,649
b Less: accumulated depreciation ..... 10b 28,073 16,304 10c 10,576
11 Investments—publicly traded securities ..........   11  
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 .....   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 1,985 15 985
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 793,133 16 811,832
Liabilities 17 Accounts payable and accrued expenses ......... 32,049 17 23,634
18 Grants payable .................   18  
19 Deferred revenue ................ 168,692 19 123,418
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 11,004 23 7,703
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D....................   25  
26 Total liabilities. Add lines 17 through 25......... 211,745 26 154,755
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 581,388 27 657,077
28 Temporarily restricted net assets ...........   28  
29 Permanently restricted net assets ...........   29  
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 581,388 33 657,077
34 Total liabilities and net assets/fund balances ........ 793,133 34 811,832
Form 990 (2012)
Form 990 (2012)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI ...............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
505,965
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
430,276
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
75,689
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
581,388
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
657,077
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII ..............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If “Yes,” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits
3b
 
 
Form 990 (2012)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

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.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2012
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
f
g
(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 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 monetary support
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..            
11 Total support (Add lines 7 through 10).            
12
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........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
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 ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 446,183 439,687 583,086 363,556 234,427 2,066,939
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...... 277,992 190,398 215,912 220,800 271,392 1,176,494
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. 724,175 630,085 798,998 584,356 505,819 3,243,433
7a Amounts included on lines 1, 2, and 3 received from disqualified persons... 67,786 84,903 220,218 51,900   424,807
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.. 67,786 84,903 220,218 51,900   424,807
8 Public support (Subtract line 7c from line 6.)           2,818,626
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2008 (b) 2009 (c) 2010 (d) 2011 (e) 2012 (f) Total
9 Amounts from line 6... 724,175 630,085 798,998 584,356 505,819 3,243,433
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,509 675 436 318 146 3,084
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b. 1,509 675 436 318 146 3,084
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
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.).. 725,684 630,760 799,434 584,674 505,965 3,246,517
14
Section C. Computation of Public Support Percentage
15
15
86.820 %
16
16
82.640 %
Section D. Computation of Investment Income Percentage
17
17
0 %
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2012
Schedule A (Form 990 or 990-EZ) 2012
Page 4
Part IV
Supplemental Information. Complete this part to provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2012

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2012
Name of the organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS
Employer identification number

52-1563768
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet   $    
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 2
Name of organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS 		Employer identification number

52-1563768
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  


(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 3
Name of organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS 		Employer identification number

52-1563768
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
Page 4
Name of organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS 		Employer identification number

52-1563768
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2012
Open to Public Inspection
Name of the organization
NATIONAL ASSOCIATION OF HEALTH DATA
ORGANIZATIONS
Employer identification number

52-1563768
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....          
b Contributions ........          
c Net investment earnings, gains, and losses          
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
 
(ii) related organizations ........................
3a(ii)
 
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   32,249 24,815 7,434
e Other .................   6,400 3,258 3,142
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 10,576
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII .....................................................
Schedule D (Form 990) 2012

Schedule D (Form 990) 2012
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 505,965
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3 505,965
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 505,965
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ........... 1 430,276
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 430,276
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 430,276
Part XIII
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
Schedule D (Form 990) 2012

Additional Data


Software ID:  
Software Version:  




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.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2012
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 ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A 118 ATTENDEES A PRODUCT OF THIS MEETING IS THE REPORT: ANALYTIC PLAN GUIDANCE DOCUMENT: FOR STATES DEVELOPING ALL-PAYER CLAIMS DATABASE ANALYTIC PLANS (AVAILABLE AT WWW.NAHDO.ORG). MEMBERSHIP UPDATES: NAHDO CURRENTLY OFFERS THREE TYPES OF MEMBERSHIP: PUBLIC NON-PROFIT HEALTHCARE ORGANIZATIONS CORPORATE NAHDO HAS EXPERIENCED INCREASES IN ALL THREE CATEGORIES IN THE PAST YEAR. NAHDOS PURPOSE IS TO: PROMOTE COMPARABILITY OF HEALTH INFORMATION THROUGH THE DEVELOPMENT OF GUIDELINES AND STANDARDS FOR DATA COLLECTION, ANALYSIS, AND DISSEMINATION. MEMBERSHIP AND EDUCATION CONTINUED WEBINARS: NAHDO WEBINAR OF STATE APCD DEVELOPMENT (APRIL 19, 2012) ICD-10 WEBINAR (SEPTEMBER 6, 2012) CROSSBORDER HOSPITAL DISCHARGE DATA EXCHANGE WEBINAR (JANUARY 24, 2013) DATASET WORKGROUP WEBINAR (APRIL 8, 2013) AHRQ ACADEMYHEALTH WEBINAR (APRIL 24, 2013) HQPC WEBINAR (JULY 11, 2013) APCD 101 WEBINAR (MULTIPLE) PUBLICATIONS: NAHDO PUBLIC RELEASE FILE BULLETIN: MEDIA TALKING POINTS (BASED ON THE PUF GUIDANCE DOCUMENT RELEASED IN 2012) ANALYTIC PLAN GUIDANCE DOCUMENT: FOR STATES DEVELOPING ALL- PAYER CLAIMS DATABASE ANALYTIC PLANS (SEPTEMBER 9, 2013) DEVELOPING AN APCD REQUEST FOR PROPOSAL: GUIDANCE FOR STATE AGENCIES (NOVEMBER 8, 2013) APCD LEGISLATION: REVIEW OF CURRENT PRACTICES AND CRITICAL ELEMENTS (NOVEMBER 11, 2013) REVIEW: ALL PAYER CLAIMS DATABASE DEVELOPMENT (FUNDED BY THE ROBERT WOOD JOHNSON FOUNDATION) CO-AUTHORED WITH THE APCD COUNCIL TESTIMONY (WWW.NAHDO.ORG): NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS SUBCOMMITTEE ON STANDARDS, HEARING ON PUBLIC HEALTH DATA STANDARDS PRESENTED BY: DENISE LOVE, NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS (NAHDO) NOVEMBER 12, 2013 HTTP://WWW.NCVHS.HHS.GOV/131112AG.HTM NATIONAL COMMITTEE ON VITAL AND HEALTH STATISTICS SUBCOMMITTEE ON POPULATION HEALTH; SUBCOMMITTEE ON PRIVACY, CONFIDENTIALITY, AND SECURITY; AND SUBCOMMITTEE ON STANDARDS JOINT ROUNDTABLE ON HEALTH DATA NEEDS FOR COMMUNITY-DRIVEN CHANGE APRIL 30MAY 2, 2013 HTTP://WWW.NCVHS.HHS.GOV/130430SM.PDF I FOUND MUCH OF THE CONTENT A USEFUL SUMMARY OF CONCERNS RELATED TO DATA RELEASE AND THE DESIRE SOME PROVIDERS HAVE TO VET DATA ON QUALITY AND COST REPORTS. THE GOAL OF TRANSPARENCY IN THESE TYPES OF MEASURES CAN SOMETIMES ENCOUNTER ROAD BLOCKS THAT ARE DIRECTLY RELATED TO ISSUES/CONCERNS ABOUT ACCIDENTAL SPILLS OF DIRECT AND INDIRECT IDENTIFIERS AS WELL AS RE- IDENTIFICATION PROBLEMS IN THE DATA VETTING PROCESS. THIS IS A HELPFUL RESOURCE TOWARDS ACHIEVING A BETTER UNDERSTANDING OF THAT TENSION. GRANTS AND CONTRACTS NAHDO'S GRANTS AND CONTRACTS HELP SUSTAIN THE ORGANIZATION AND PROMOTE NAHDO'S MISSION. ALL GRANTS AND CONTRACTS ARE ALIGNED WITH NAHDO'S MISSION AND ARE GEARED TO IMPROVING THE HEALTH CARE DATA INFRASTRUCTURE. CDC ICD 10 TRANSITION THE DEPARTMENT OF HEALTH AND HUMAN SERVICES (HHS) HAS MANDATED THAT ALL ENTITIES COVERED BY THE HEALTH INSURANCE PORTABILITY AND ACCOUNTABILITY ACT (HIPAA) MUST ALL TRANSITION TO A NEW SET OF CODES FOR ELECTRONIC HEALTH CARE TRANSACTIONS ON OCTOBER 1, 2014. CDC PROGRAMS USE ICD-9-CM CODES TO CONDUCT SURVEILLANCE (E.G., CHRONIC DISEASE AND INJURY SURVEILLANCE, HEALTH CARE UTILIZATION, HEALTH CARE-ASSOCIATED ADVERSE EVENTS), FOR CASE FINDINGS LISTS TO IDENTIFY CASES OF REPORTABLE CANCERS AND CERTAIN BIRTH DEFECTS, DISABILITIES, AND BLOOD DISORDERS, AND TO PROVIDE PUBLIC USE DATA FILES FOR PUBLIC ANALYSIS. NAHDO IS SUBCONTRACTING WITH THE TASK FORCE FOR GLOBAL HEALTHS PUBLIC HEALTH INFORMATICS INSTITUTE (PHII) TO PROVIDE TECHNICAL ASSISTANCE AND RESOURCES TO SELECTED CDC SURVEILLANCE PROGRAMS TO MAKE THE TRANSITION TO ICD-10. NAHDO WILL CONDUCT ACTIVITIES UNDER THIS PROJECT WITH CONSULTANTS AT THE UNIVERSITY OF CALIFORNIAS CENTER FOR HEALTH POLICY AND RESEARCH (CHPR)WHO ARE NATIONAL AND INTERNATIONAL EXPERTS IN THE SCIENCE OF OUTCOMES MEASUREMENT AND ADMINISTRATIVE DATA CODING. NAHDO-CDC ENVIRONMENTAL PUBLIC HEALTH TRACKING NETWORK NAHDO CONTINUES TO FACILITATE THE ACCESS TO AND USE OF HOSPITAL DISCHARGE AND CLAIMS DATABASES FOR CREATING STANDARDIZED HEALTH INDICATORS MEASURING MORBIDITY AND HEALTH OUTCOMES RELATED TO ENVIRONMENTAL EXPOSURES. CALIFORNIA HEALTH CARE FOUNDATION CALIFORNIA HEALTH DATABASE INVENTORY (CHDI) CHDI IS A PROJECT TO MAP THE AVAILABILITY OF RELEVANT PUBLIC AND POPULATION HEALTH DATA SOURCES IN CALIFORNIA AND CREATE A DATABASE THAT CATALOGUES THE ATTRIBUTES OF THESE DATA SETS FOR USE BY MULTIPLE COMMUNITY STAKEHOLDERS.HCUP STANDARDS THE HEALTHCARE COST AND UTILIZATION PROJECT (HCUP) HAS ENGAGED NAHDO FOR DATA STANDARDS WORK RELATED TO THE HEALTHCARE COST AND UTILIZATION PROJECT (HCUP). THIS WORK IS FUNDED THROUGH A SUBCONTRACT WITH TRUVEN HEALTH ANALYTICS UNDER THE HCUP CONTRACT. THE NAHDO TEAM WILL REPRESENT THE PUBLIC HEALTH DATA STANDARDS CONSORTIUM, STATES AND STATE ISSUES ON THE NATIONAL UNIFORM BILLING COMMITTEE (NUBC) AND NATIONAL UNIFORM CLAIMS COMMITTEE (NUCC). NAHDOS DATA MEASUREMENT SCIENTIST CONSULTANT, BARBARA RUDOLPH, PH.D. WILL BE THE LEAD REPRESENTATIVE TO THE CONTENT COMMITTEES, WITH NAHDOS NATIONAL STANDARDS CONSULTANT, ROBERT DAVIS, AS THE ALTERNATE REPRESENTATIVE. OTHER GRANTS AND CONTRACTS THAT ARE COMPLETED INCLUDE: DHHS MULTI-PAYER CLAIMS DATABASE (MCDB) ALASKA STATE HOSPITAL AND NURSING HOME ASSOCIATION (ASHNHA) UTAH APCD TECHNICAL ASSISTANCE CONSULTATION KEY PARTNERSHIPS ALL-PAYER CLAIMS DATABASE COUNCIL NAHDO IS A CO-LEADER AND CO-FOUNDER OF THE APCD COUNCIL. THE APCD IS A COLLABORATION BETWEEN THE NEW HAMPSHIRE INSTITUTE FOR HEALTH POLICY AND PRACTICE (NHIHPP) AT THE UNIVERSITY OF NEW HAMPSHIRE (UNH) IN DURHAM, NH, AND THE NATIONAL ASSOCIATION OF HEALTH DATA ORGANIZATIONS (NAHDO). NAHDO WORKS CLOSELY WITH THE APCD COUNCIL TO ADVOCATE FOR AND PROVIDE TECHNICAL ASSISTANCE TO STATES PLANNING AND IMPLEMENTING STATEWIDE APCD SYSTEMS. WHILE THE COUNCILS WORK IS NOT FUNDED (PROVIDED BY IN-KIND SERVICES FROM UNH AND NAHDO), THE COUNCIL HAS RECEIVED FUNDING FOR SPECIFIC DELIVERABLES. DURING 2012, IN COLLABORATION WITH THE APCD COUNCIL, NAHDO HAS RECENTLY PUT OUT A NUMBER OF PAPERS FEATURING APCD TOPICS. APCD VENDOR SPONSORSHIPS FUNDED PRIORITY TOPICS: APCD LEGISLATION: REVIEW OF CURRENT PRACTICES AND CRITICAL ELEMENTS (NOVEMBER 11, 2013) DEVELOPING AN APCD REQUEST FOR PROPOSAL: GUIDANCE FOR STATE AGENCIES (NOVEMBER 8, 2013) ROBERT WOOD JOHNSON FOUNDATION HAS FUNDED AN UPDATE OF APCD INITIATIVES IN STATES---THIS PAPER WILL BE RELEASED IN DECEMBER 2012. JOINT PUBLIC HEALTH INFORMATICS TASK FORCE (JPHIT) NAHDO IS A FOUNDING AND VOTING MEMBER ORGANIZATION OF THE JOINT PUBLIC HEALTH INFORMATICS TASKFORCE (JPHIT). JPHIT IS A COLLABORATION OF PUBLIC HEALTH ASSOCIATIONS COMMITTED TO IMPROVING POPULATION HEALTH THROUGH INFORMATICS, HEALTH IT AND INFORMATION EXCHANGE, SERVING AS A THOUGHT LEADER ON EMERGING INFORMATICS ISSUES FOR PUBLIC HEALTH. BOARD MEMBER, PAT MERRYWEATHER, IS SERVING WITH DENISE LOVE ON THIS TASK FORCE.
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.
OTHER FEES FOR SERVICES FORM 990, PART IX, LINE 11G PROFESSIONAL FEES 43,067 1,885 0
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2012

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