Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 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. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 169,260 | 147,663 | 146,592 | 49,178 | 69,257 | 581,950 |
| 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 | 795,251 | 609,311 | 340,303 | 375,892 | 537,282 | 2,658,039 |
| 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 | 964,511 | 756,974 | 486,895 | 425,070 | 606,539 | 3,239,989 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 20,000 | 5,000 | 25,000 | |||
| 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. | 455,928 | 270,719 | 59,881 | 13,713 | 48,858 | 849,099 |
| c | Add lines 7a and 7b.. | 475,928 | 270,719 | 64,881 | 13,713 | 48,858 | 874,099 |
| 8 | Public support. (Subtract line 7c from line 6.) | 2,365,890 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 964,511 | 756,974 | 486,895 | 425,070 | 606,539 | 3,239,989 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 91 | 114 | 189 | 473 | 694 | 1,561 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 91 | 114 | 189 | 473 | 694 | 1,561 |
| 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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 964,602 | 757,088 | 487,084 | 425,543 | 607,233 | 3,241,550 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2018 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| 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. |
| FORM 990, PAGE 2, PART III, LINE 4A | MEMBERSHIP & EDUCATION NAHDO IS A MEMBERSHIP ORGANIZATION. ALL OF OUR ACTIVITIES ARE DIRECTED TO STRENGTHENING OUR MISSION AND MEMBER SERVICES CAPACITY. WE RELY ON OUR MEMBERS TO GUIDE OUR WORK. NAHDO OFFERS THREE TYPES OF MEMBERSHIP: O PUBLIC O NON-PROFIT HEALTHCARE ORGANIZATIONS O CORPORATE MEMBERSHIP REMAINS STRONG IN ALL THREE CATEGORIES. NAHDO CONDUCTS QUARTERLY WEBINARS FOR ITS MEMBERS AS WELL AS AN ANNUAL CONFERENCE AND TECHNICAL WORKSHOP ON DATA LINKAGE/DATA ACQUISITION. GRANTS & CONTRACT HIGHLIGHTS 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 DATA INFRASTRUCTURE. DURING FY 2019, NAHDO CONTINUED ITS COLLABORATIONS WITH OUR FEDERAL PARTNERS: - THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S (CDC) ENVIRONMENTAL PUBLIC HEALTH TRACKING NETWORK (EPHTN) NAHDO-CDC COOPERATIVE AGREEMENT (YEAR 2 OF 5), IDENTIFYING COMMON AND UNIQUE BARRIERS TO THE EXCHANGE OF HOSPITAL INPATIENT AND EMERGENCY DEPARTMENT DATA, BUILDING ON ITS PAST TRACKING ACCOMPLISHMENTS AND RELATIONSHIPS TO:1) MAINTAIN AND IMPROVE ACCESS TO STATEWIDE HEALTH OUTCOMES DATA; 2) STRENGTHEN DATA STEWARD AND TRACKING GRANTEE DATA PARTNERSHIPS; AND 3) WORK WITH TRACKING GRANTEES AND CDC STAFF TO ENHANCE THE UTILITY OF STATEWIDE HEALTH CARE DATA; 4) ADVANCE WORKFORCE CAPACITY IN THE USE OF HOSPITALIZATION DATA; AND 5) INCREASE AWARENESS OF TRACKING AS A KEY PARTNER TO NAHDO'S STAKEHOLDERS. - THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ) THREE-YEAR SMALL CONFERENCE GRANT, "IMPROVING THE UTILITY AND COMPARABILITY OF HEALTH CARE DATA FOR HEALTH SERVICES RESEARCH, POLICY DECISIONS AND TRANSPARENCY REPORTS", IN THE AHRQ CATEGORY OF "DISSEMINATION AND IMPLEMENTATION" TO IMPROVE THE UTILITY AND COMPARABILITY OF STATEWIDE HOSPITAL AND CLAIMS- BASED DATA SETS FOR HEALTH SERVICES RESEARCH, POLICY DECISIONS, TRANSPARENCY, AND OTHER BROAD USES. THE FUNDING REQUEST WILL PROVIDE A UNIQUE OPPORTUNITY TO LEVERAGE NAHDO CONFERENCES, ITS CONVENING EXPERTISE, AND SUSTAIN ADJUNCT ACTIVITIES THROUGHOUT THE YEAR, BEYOND AN ANNUAL CONFERENCE, TO SUPPORT MULTI-STATE SHARED SOLUTIONS. EPHTN PROJECT, YEAR 1 HIGHLIGHTS: - DEVELOPED, TESTED, AND CONDUCTED AN ONLINE NEEDS ASSESSMENT SURVEY FOR STATE TRACKING RECIPIENTS AND RECEIVED OMB APPROVAL AHRQ PROJECT, YEAR 1: - CONDUCTED A DATA QUALITY WORKSHOP TO IDENTIFY PRIORITIES AND ACTIONS - WROTE A WHITE PAPER BASED ON THE WORKSHOP AND POST-WORKSHOP ACTIVITIES - COORDINATED THE DATA QUALITY FORUM'S DEVELOPMENT AND TESTING OF DATA QUALITY BENCHMARK METRICS - PLANNED YEAR 2 WORKSHOP AGENDAS FOR DATA ACQUISITION AND ENHANCEMENT OTHER FEDERAL SUBCONTRACTS/PROJECTS: - SUBCONTRACTOR TO IBM-WATSON FOR AHRQ'S HEALTHCARE COST AND UTILIZATION PROJECT: PARTNER TECHNICAL SUPPORT AND NATIONAL STANDARDS REPRESENTATION (NUBC/NUCC). ADVOCACY FOR DATA PROGRAM INTERESTS NAHDO CONTINUES TO ADVOCATE FOR AND REPRESENT STATE AND HEALTH DATA PROGRAM INTERESTS VIA THE FOLLOWING: - AS CO-CONVENERS OF THE APCD, NAHDO CONTINUES TO RESPOND TO MEDIA AND OTHER INQUIRIES ABOUT APCD INITIATIVES AND TO PROVIDE TECHNICAL ASSISTANCE AND GUIDANCE TO STATES IN THE FORM OF THE APCD LEARNING NETWORK AND INDIVIDUAL STATE CONTRACTS. |
| FORM 990, PAGE 2, PART III, LINE 4B | ANNUAL MEETINGS NAHDO MAINTAINS A NATIONAL LEARNING NETWORK OF HEALTH CARE DATA EXPERTS WITH INTERESTS IN IMPROVING THE UTILITY AND ACCESSIBILITY OF HEALTH CARE DATA BASES. NAHDO WORKS TO FACILITATE STATE-TO-STATE EXCHANGE OF BEST PRACTICES IN DATA COLLECTION AND RELEASE AND PROVIDE ADVOCACY FOR AND TECHNICAL ASSISTANCE TO HEALTH DATA REPORTING INITIATIVES. NAHDO IS KNOWN FOR ITS HIGH-QUALITY MEETINGS AND WORKSHOPS. FOR THE PAST NINE YEARS, NAHDO HAS INCORPORATED ALL-PAYER CLAIMS DATABASE WORKSHOPS INTO GENERAL NAHDO MEETINGS. - CDC PROJECT: STATE SURVEY/NEEDS ASSESSMENT, TECHNICAL ASSISTANCE - AHRQ CONFERENCE GRANT: WHITE PAPER, DATA QUALITY BENCHMARKING PROJECT, 2019 WORKSHOP, DATA QUALITY FORUM WEBINARS - STATE APCD CONTRACTS AND REPORTS: SUCCESSFUL PROCUREMENT AND IMPLEMENTATION |
| FORM 990, PAGE 6, PART VI, LINE 1A | THE EXECUTIVE COMMITTEE OF THE BOARD CONSISTS OF THE CHAIR, VICE CHAIR, SECRETARY, TREASURER AND THE CURRENT PAST CHAIR. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS WHERE ACTION IS NECESSARY BETWEEN MEETINGS OF THE BOARD. IN THE EVENT OF A TIE VOTE ON THE EXECUTIVE COMMITTEE, THE MATTER SHALL BE DECIDED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PAGE 6, PART VI, LINE 6 | THE ORGANIZATION HAS FOUR CLASSES OF MEMBERS: PUBLIC, HEALTH CARE ASSOCIATIONS, CORPORATE/VENDOR, AND GENERAL. CLASSIFICATION OF ORGANIZATIONAL MEMBERS SHALL BE DETERMINED BY THE BOARD OF DIRECTORS UPON APPLICATION FOR MEMBERSHIP. |
| FORM 990, PAGE 6, PART VI, LINE 7A | ALL PUBLIC, HEALTH CARE ASSOCIATION, GENERAL AND CORPORATE/VENDOR MEMBERS ARE ENTITLED TO VOTE IN THE ELECTION OF THE BOARD OF DIRECTORS, IN ACCORDANCE WITH ELECTION AND MONITORING PROCEDURES ESTABLISHED BY THE BOARD OF DIRECTORS AND CONSISTENT WTIH THE ARTICLES OF THE CORPORATION. |
| 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. |
| 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. |
| 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. |
| 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. |
| FORM 990, PART IX, LINE 11G | PROFESSIONAL FEES 82,849 24,669 2,374 |
| Software ID: | |
| Software Version: |