2024-07-26T09:47:28-05:00 2023-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-01-01 522261594 AMERICAN SENIORS HOUSING ASSOCIATION INC AMER 2028855560 5225 WISCONSIN AVE NW 500 WASHINGTON DC 20015 DAVID SCHLESS PRESIDENT 2028855560 2024-07-26 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2024-08-08 14:25:15Z DAVID SCHLESS 5225 WISCONSIN AVE NW 500 WASHINGTON DC 20015 4538040 0 X WWW.ASHALIVING.ORG X 2000 DC SEE PART III, LINE 1. 152 151 6 151 0 0 750045 567486 3813166 3855298 33099 101857 16743 13399 4613053 4538040 0 0 0 0 1498742 1514626 0 0 0 2959021 2888545 4457763 4403171 155290 134869 9585952 10427825 3890584 4433396 5695368 5994429 X TO ADDRESS UNIQUE CHALLENGES OF HOUSING THE NATION'S GROWING POPULATION OF OLDER ADULTS. THE ASSOCIATION PROVIDES LEADERSHIP FOR THE SENIORS HOUSING INDUSTRY ON LEGISLATIVE AND REGULATORY MATTERS AND PROMOTES RESEARCH AND EDUCATION ABOUT SENIOR LIVING COMMUNITIES. 0 0 INDUSTRY AFFAIRS: ASHA COLLECTS AND DISSEMINATES A WEALTH OF DATA AND INFORMATION ABOUT THE FULL SPECTRUM OF SENIORS HOUSING PROPERTY TYPES, INCLUDING INFORMATION ABOUT SENIOR CONSUMERS AND THOSE EMPLOYED BY SENIORS HOUSING ORGANIZATIONS. GOVERNMENT AFFAIRS: ASHA IS FOCUSED ON REPRESENTING THE INTERESTS OF COMPANIES THAT DEVELOP, FINANCE, AND OPERATE SENIORS HOUSING. ASHA'S ACTIVE ADVOCACY PARTICIPATION RELATES PRIMARILY TO FEDERAL MATTERS, THOUGH THE ASSOCIATION CAREFULLY MONITORS STATE POLICY AND, AT TIMES, INVOLVES ITSELF IN STATE-RELATED ADVOCACY. MEETINGS: ASHA MEMBERS CAN PARTICIPATE IN MEETINGS THAT ARE HELD IN THE WINTER AND SUMMER; A SPECIAL MEETING IS HELD FOR THE ASSOCIATION'S EXECUTIVE BOARD EACH FALL. MEMBER SERVICES 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 6 1 0 0 0 0 1 1 0 0 0 X 152 151 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DAVID SCHLESS 2028855560 5225 WISCONSIN AVENUE NW SUITE 500 WASHINGTON DC 20015 DAVID S SCHLESS PRESIDENT/CEO 37.50 X X 692716 0 94246 JARROLD H FRUMM CHAIR 1.50 X X 0 0 0 KATHRYN A SWEENEY VICE CHAIR 1.50 X X 0 0 0 DONNY EDWARDS PAC CHAIR 1.50 X X 0 0 0 LYNNE KATZMANN TREASURER 1.50 X X 0 0 0 RICHARD J HUTCHINSON SECRETARY 1.50 X X 0 0 0 DAVID A REEVE BOARD MEMBER 0.50 X 0 0 0 SANDRA PREYALE BOARD MEMBER 0.50 X 0 0 0 ROBERT IAN EZER BOARD MEMBER 0.50 X 0 0 0 BRIAN SUNDAY BOARD MEMBER 0.50 X 0 0 0 SARAH SILVA BOARD MEMBER 0.50 X 0 0 0 KRISTIN KUTAC WARD BOARD MEMBER 0.50 X 0 0 0 STEPHANIE HARRIS BOARD MEMBER 0.50 X 0 0 0 JEFF LEER BOARD MEMBER 0.50 X 0 0 0 KELLY Q SHEEHY BOARD MEMBER 0.50 X 0 0 0 DOUGLAS S SCHIFFER BOARD MEMBER 0.50 X 0 0 0 JOSHUA KRULL BOARD MEMBER 0.50 X 0 0 0 DALE BOYLES BOARD MEMBER 0.50 X 0 0 0 ANDREW JEANNERET BOARD MEMBER 0.50 X 0 0 0 SCOTT ROSSBACK BOARD MEMBER 0.50 X 0 0 0 LORI J ALFORD BOARD MEMBER 0.50 X 0 0 0 RAYMOND OBORN BOARD MEMBER 0.50 X 0 0 0 THOMAS H GRAPE BOARD MEMBER 0.50 X 0 0 0 DALE WATCHOWSKI BOARD MEMBER 0.50 X 0 0 0 CODY TREMPER BOARD MEMBER 0.50 X 0 0 0 MATTHEW F WHITLOCK BOARD MEMBER 0.50 X 0 0 0 ARON WILL BOARD MEMBER 0.50 X 0 0 0 JOE EBY BOARD MEMBER 0.50 X 0 0 0 MICHAEL J DAMONE BOARD MEMBER 0.50 X 0 0 0 JOSHUA JENNINGS BOARD MEMBER 0.50 X 0 0 0 JACOB D GEHL BOARD MEMBER 0.50 X 0 0 0 JOHN P RIJOS BOARD MEMBER 0.50 X 0 0 0 RYAN STEWART BOARD MEMBER 0.50 X 0 0 0 DANIELLE MORGAN BOARD MEMBER 0.50 X 0 0 0 BLAKE PEEPER BOARD MEMBER 0.50 X 0 0 0 SARAH PETTIT BOARD MEMBER 0.50 X 0 0 0 JAMES D GRAY BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER PFENTON BOARD MEMBER 0.50 X 0 0 0 DOUG DOLLENBERG JR BOARD MEMBER 0.50 X 0 0 0 MATT DERRICK BOARD MEMBER 0.50 X 0 0 0 EDWARD HILLARD JR BOARD MEMBER 0.50 X 0 0 0 PETER E PICKETTE BOARD MEMBER 0.50 X 0 0 0 KENNET R ASSIRAN BOARD MEMBER 0.50 X 0 0 0 MARK BULTMAN BOARD MEMBER 0.50 X 0 0 0 JOE JEDLOWSKI BOARD MEMBER 0.50 X 0 0 0 SCOTT STEWART BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER BILOTTO BOARD MEMBER 0.50 X 0 0 0 KIRK DOMESCIK BOARD MEMBER 0.50 X 0 0 0 PAUL A GORDON BOARD MEMBER 0.50 X 0 0 0 TODD HUDGINS BOARD MEMBER 0.50 X 0 0 0 JOSHUA STEVENS BOARD MEMBER 0.50 X 0 0 0 ALAN BUTLER BOARD MEMBER 0.50 X 0 0 0 SARABETH HANSON BOARD MEMBER 0.50 X 0 0 0 KEVIN MADDRON BOARD MEMBER 0.50 X 0 0 0 MICHAEL E GORDON BOARD MEMBER 0.50 X 0 0 0 KEIN WILBUR BOARD MEMBER 0.50 X 0 0 0 DUSTIN WARNER BOARD MEMBER 0.50 X 0 0 0 PETER LILLESTOLEN BOARD MEMBER 0.50 X 0 0 0 CURTIS BRODY BOARD MEMBER 0.50 X 0 0 0 GREG RODERICK BOARD MEMBER 0.50 X 0 0 0 ALAN C PLUSH BOARD MEMBER 0.50 X 0 0 0 TIM GARY BOARD MEMBER 0.50 X 0 0 0 RJEFFREY SANDS BOARD MEMBER 0.50 X 0 0 0 JIM PUSATERI BOARD MEMBER 0.50 X 0 0 0 MATTHEW RYAN BOARD MEMBER 0.50 X 0 0 0 ADAM COHAN BOARD MEMBER 0.50 X 0 0 0 IRENE HALE BOARD MEMBER 0.50 X 0 0 0 MIKE PATTERSON BOARD MEMBER 0.50 X 0 0 0 TODD M PATNODE BOARD MEMBER 0.50 X 0 0 0 PAUL GRIFFIN III BOARD MEMBER 0.50 X 0 0 0 JAY WAGNER BOARD MEMBER 0.50 X 0 0 0 TIM FICKER BOARD MEMBER 0.50 X 0 0 0 BRADLEY E DUBIN BOARD MEMBER 0.50 X 0 0 0 ADAM B SHERMAN BOARD MEMBER 0.50 X 0 0 0 MAX G NEWLAND BOARD MEMBER 0.50 X 0 0 0 F DONALD KELLY III BOARD MEMBER 0.50 X 0 0 0 TIFFANY TOMASSON BOARD MEMBER 0.50 X 0 0 0 CHRISTIAN MAINGOT BOARD MEMBER 0.50 X 0 0 0 BRIAN HEAGLER BOARD MEMBER 0.50 X 0 0 0 WENDY SIMPSON BOARD MEMBER 0.50 X 0 0 0 ANDREW S KOHLBERG BOARD MEMBER 0.50 X 0 0 0 AARON BECKER BOARD MEMBER 0.50 X 0 0 0 SUZANNE MYERS BOARD MEMBER 0.50 X 0 0 0 JILL ASHTON BOARD MEMBER 0.50 X 0 0 0 MICHAEL A STOLLER BOARD MEMBER 0.50 X 0 0 0 MATTHEW PIPITONE BOARD MEMBER 0.50 X 0 0 0 JOEL NELSON BOARD MEMBER 0.50 X 0 0 0 MARY G LEARY BOARD MEMBER 0.50 X 0 0 0 MATTHEW BUCHANAN BOARD MEMBER 0.50 X 0 0 0 JEFF FISCHER BOARD MEMBER 0.50 X 0 0 0 WILL PURVIS BOARD MEMBER 0.50 X 0 0 0 LES STRECH BOARD MEMBER 0.50 X 0 0 0 JESSE JANTZEN BOARD MEMBER 0.50 X 0 0 0 LAWRENCE BRIN BOARD MEMBER 0.50 X 0 0 0 KEVIN MCMEEN BOARD MEMBER 0.50 X 0 0 0 SEVERINE PETRAS BOARD MEMBER 0.50 X 0 0 0 ERIC MENDELSOHN BOARD MEMBER 0.50 X 0 0 0 MARGARET A WYLDE BOARD MEMBER 0.50 X 0 0 0 RYAN MACONACHY BOARD MEMBER 0.50 X 0 0 0 LAURA MCDONALD BOARD MEMBER 0.50 X 0 0 0 SEAN HUNTSMAN BOARD MEMBER 0.50 X 0 0 0 JOHN GETCHEY BOARD MEMBER 0.50 X 0 0 0 KEVIN TYLER BOARD MEMBER 0.50 X 0 0 0 DORIS-ELLIE SULLIVAN BOARD MEMBER 0.50 X 0 0 0 VIKAS GUPTA BOARD MEMBER 0.50 X 0 0 0 DANETTE OPACZEWSKI BOARD MEMBER 0.50 X 0 0 0 DAN B MADSEN BOARD MEMBER 0.50 X 0 0 0 JEFF DICKERSON BOARD MEMBER 0.50 X 0 0 0 DAVID ASMITH BOARD MEMBER 0.50 X 0 0 0 RICHARD WHITE BOARD MEMBER 0.50 X 0 0 0 STEVE BLAZEJEWSKI BOARD MEMBER 0.50 X 0 0 0 JULIE FERGUSON BOARD MEMBER 0.50 X 0 0 0 JESSE MARINKO BOARD MEMBER 0.50 X 0 0 0 TALYA NEVO-HACOHEN BOARD MEMBER 0.50 X 0 0 0 JASON SCHREIBER BOARD MEMBER 0.50 X 0 0 0 KELLY COOK ANDRESS BOARD MEMBER 0.50 X 0 0 0 JAMES T HANDS BOARD MEMBER 0.50 X 0 0 0 CHRIS BELFORD BOARD MEMBER 0.50 X 0 0 0 MEL GAMZON BOARD MEMBER 0.50 X 0 0 0 BRANDON RIBAR BOARD MEMBER 0.50 X 0 0 0 JEFFREY DKRAUS BOARD MEMBER 0.50 X 0 0 0 WILLIAM B KAPLAN BOARD MEMBER 0.50 X 0 0 0 ADAM BENTON BOARD MEMBER 0.50 X 0 0 0 BENJAMIN THOMPSON BOARD MEMBER 0.50 X 0 0 0 CHAD GORSUCH BOARD MEMBER 0.50 X 0 0 0 JEFF D BINDER BOARD MEMBER 0.50 X 0 0 0 JOSEPH LA RUE BOARD MEMBER 0.50 X 0 0 0 ANOLD M WHITMAN BOARD MEMBER 0.50 X 0 0 0 JACK CALLISON BOARD MEMBER 0.50 X 0 0 0 MICHAEL S GRUST BOARD MEMBER 0.50 X 0 0 0 SARAH S DUGGAN BOARD MEMBER 0.50 X 0 0 0 ROBERT D THOMAS BOARD MEMBER 0.50 X 0 0 0 FRANKIE PANE BOARD MEMBER 0.50 X 0 0 0 WILLIAM F THOMAS BOARD MEMBER 0.50 X 0 0 0 LEIGH ANN BARNEY BOARD MEMBER 0.50 X 0 0 0 LOREN B SHOOK BOARD MEMBER 0.50 X 0 0 0 JACKIE HARRIS BOARD MEMBER 0.50 X 0 0 0 MATT AUBE BOARD MEMBER 0.50 X 0 0 0 PHILLIP AVANT BOARD MEMBER 0.50 X 0 0 0 LAWRENCE A COHEN BOARD MEMBER 0.50 X 0 0 0 DANIEL REVIE BOARD MEMBER 0.50 X 0 0 0 STEPHEN BENJAMIN BOARD MEMBER 0.50 X 0 0 0 JUSTIN HUTCHENS BOARD MEMBER 0.50 X 0 0 0 GARY SMITH BOARD MEMBER 0.50 X 0 0 0 KASS MATT BOARD MEMBER 0.50 X 0 0 0 BRETT GARDNER BOARD MEMBER 0.50 X 0 0 0 JEFF RINGWALD BOARD MEMBER 0.50 X 0 0 0 DAVID BARNES BOARD MEMBER 0.50 X 0 0 0 TAMI KOZIKOWSKI BOARD MEMBER 0.50 X 0 0 0 LORI COOMBS BOARD MEMBER 0.50 X 0 0 0 TIM MCHUGH BOARD MEMBER 0.50 X 0 0 0 JASON DOPOULOS BOARD MEMBER 0.50 X 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 37.50 X 270621 0 47493 DORIS K MAULTSBY VP, MEMBER SERVICES 37.50 X 141220 0 42263 SHEFFIELD RICHEY DIR. GOVERNMENT AFFAIRS 37.50 X 110346 0 20781 1214903 0 204783 4 0 1 0 LONGEVITY POINT ADVISORS LLC PO BOX 181 SHELTER ISLAND NY 11965 EDUCATION WEBSITE CONSULTING WEBSITE 211400 THORN RUN PARTNERS LLC 100 M STREET SE SUITE 750 WASHINGTON DC 20003 LEGISLATIVE CONSULTING SERVICES 210000 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVENUE NW SUITE WASHINGTON DC 20036 DIGITAL SERVICES 154515 ATI ADVISORY 3505 ALBEMARIE STREET NW WASHINGTON DC 20008 POLICY SERVICES 149750 4 567486 567486 MEMBER DUES 900099 3556015 3556015 ASSOCIATIONAL MEETINGS 900099 250707 250707 PUBLICATIONS 900099 48576 48576 3855298 101857 101857 REIMB. RESEARCH COST 900099 13399 13399 13399 4538040 3855298 0 115256 1105076 287874 31349 27158 63169 71280 82694 244400 300 376030 593260 64892 81373 162308 1046 1008790 8255 17547 OUTREACH 64918 LICENSES AND FEES 53090 EQUIPMENT RENTAL 22869 MISCELLANEOUS 19876 15617 4403171 102149 102150 7925934 8708467 53915 119040 240636 282742 80410 45110 33845 35300 1229473 1180126 9585952 10427825 481831 484037 2130287 2712463 1278466 1236896 3890584 4433396 X 5695368 5994429 5695368 5994429 9585952 10427825 134869 164192 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 3556015 244400 -91957 152443 675642 -523199 39469 29049 10420 40941 16061 24880 35300 ASSETS HELD ON BEHALF OF OTHERS 369090 DEPOSITS 7256 ACCRUED INTEREST RECEIVABLE 41556 RIGHT OF USE ASSET 762224 1180126 DEFERRED COMPENSATION PLAN 369090 LEASE LIABILITY 867806 1236896 4701932 164192 164192 4537740 300 300 4538040 4402871 0 4402871 300 300 4403171 X X 0 0 0 DAVID S SCHLESS PRESIDENT/CEO 429944 0 262772 0 0 0 43047 0 51199 0 786962 0 0 0 JEANNE MCGLYNN DELGADO VP, GOVERNMENT AFFAIRS 225457 0 45164 0 0 0 22582 0 24911 0 318114 0 0 0 DORIS K MAULTSBY VP, MEMBER SERVICES 117652 0 23568 0 0 0 11784 0 30479 0 183483 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS WILLIAM THOMAS AND ROBERT THOMAS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT AND THE ASSOCIATION'S AUDIT COMMITTEE. THE FORM 990 WAS E-MAILED TO THE EXECUTIVE COMMITTEE OF THE EXECUTIVE BOARD BEFORE IT WAS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C STAFF AND BOARD MEMBERS ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE ASSOCIATION TAKES CONFLICTS OF INTEREST SERIOUSLY, BUT DOES NOT CURRENTLY HAVE AN AUTOMATIC RESPONSE/PENALTY. EACH SITUATION IS CONSIDERED UNIQUE AND DEALT WITH BY THE EXECUTIVE COMMITTEE AND/OR PRESIDENT, AS WARRANTED. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE PERIODICALLY USES AN INDEPENDENT COMPENSATION CONSULTANT TO CONDUCT THE PRESIDENT'S SALARY REVIEW AS PART OF THE UPDATING OF THE EMPLOYMENT AGREEMENT WITH THE PRESIDENT. THIS PROCESS INCLUDES THE USE OF COMPARABILITY DATA. THE COMMITTEE IS ALSO INVOLVED IN THE BUDGET PROCESS AND ULTIMATELY HELPS TO DECIDE ANY ADJUSTMENTS MADE TO STAFF COMPENSATION. RECORDS ARE KEPT DURING THE REVIEW PROCESS AND A MEMO IS SENT TO THE PRESIDENT'S PERSONNEL FILE WITH THE COMMITTEE'S FINAL RESULTS. THE LAST COMPENSATION REVIEW TOOK PLACE IN NOVEMBER 2020. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS WHO WISH TO VIEW THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT OF INTEREST POLICY CONTACT THE PRESIDENT AND ARE PROVIDED WITH COPIES OF THE REQUESTED DOCUMENTS.