2024-08-14T19:10:05-05:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC INC 7900 WESTPARK DR SUITE T420 MCLEAN VA 22102 990 2022-01-01 205913680 340B HEALTH 340B 2025525850 1101 15TH STREET NW 910 WASHINGTON DC 20005 MAUREEN TESTONI PRESIDENT & CEO 2025525850 2024-07-24 1 0 JEFFREY P HAYDEN P00057870 7038932660 2022 2024-08-08 14:25:15Z X MAUREEN TESTONI 1101 15TH STREET NW 910 WASHINGTON DC 20005 14540159 0 X WWW.340BHEALTH.ORG X 2006 DC TO ASSIST HOSPITALS TO FULFILL THEIR MISSION TO PROVIDE CARE FOR PATIENTS WITH LOW...SEE SCHEDULE O CONTINUED FROM PAGE 1...INCOME AND THOSE LIVING IN RURAL COMMUNITIES. 340B HEALTH IS THE LEADING ADVOCATE & RESOURCE FOR THOSE HOSPITALS THAT SERVE THEIR COMMUNITIES THROUGH PARTICIPATION IN THE FEDERAL 340B DRUG PRICING PROGRAM. 15 15 31 20 19278 0 325010 317290 8926049 12704383 499527 793104 0 0 9750586 13814777 3062 4130 0 0 5259461 5508178 0 0 0 3210764 5456378 8473287 10968686 1277299 2846091 25548585 24919877 7707489 7359287 17841096 17560590 X 340B HEALTH EDUCATES AND ADVOCATES FOR HOSPITALS ELIGIBLE TO PARTICIPATE IN 340B IN ORDER TO INCREASE THE AFFORDABILITY AND ACCESSIBILITY OF HEALTH CARE FOR PATIENTS IN NEED, ESPECIALLY THOSE LIVING WITH LOW INCOMES AND/OR IN RURAL COMMUNITIES...SEE SCHEDULE OCONTINUED FROM PAGE 2...FORMED IN 1993, MEMBER HOSPITALS INCLUDE SOME OF THE NATION'S LARGEST NON-PROFIT ACADEMIC MEDICAL CENTERS AND SOME OF ITS SMALLEST RURAL COMMUNITY-BASED FACILITIES. 340B REQUIRES DRUG MANUFACTURERS TO PROVIDE OUTPATIENT DRUGS AT REDUCED PRICES TO ELIGIBLE HOSPITALS, CLINICS, AND HEALTH CENTERS THAT SERVE LARGE NUMBERS OF PATIENTS WITH LOW INCOME AND/OR RURAL PATIENT POPULATIONS. 0 0 EDUCATION - 340B HEALTH HELPS HOSPITALS, HEALTH SYSTEMS, PHARMACIES, AND OTHERS UNDERSTAND THE REQUIREMENTS OF 340B AND HELP THEM COMPLY WITH ITS RULES AND REGULATIONS. 340B HEALTH PROVIDES EDUCATION THROUGH TWO ANNUAL NATIONAL CONFERENCES, A WEBINAR SERIES, AND ONLINE TOOLS AND RESOURCES. 340B HEALTH ALSO PROVIDES ONE-ON-ONE TECHNICAL ASSISTANCE, UPON MEMBERS' REQUESTS. 340B HEALTH WORKS TO KEEP ITS MEMBERS AND STAKEHOLDERS INFORMED ABOUT LEGISLATIVE AND REGULATORY CHANGES TO 340B VIA VARIOUS ELECTRONIC COMMUNICATIONS AND THE WWW.340BHEALTH.ORG WEBSITE. 340B HEALTH ORGANIZES THE 340B COALITION'S ANNUAL WINTER AND SUMMER CONFERENCES (WWW.340BWINTERCONFERENCE.ORG AND WWW.340BSUMMERCONFERENCE.ORG) FEATURING DISCUSSIONS ABOUT COMPLIANCE, OTHER OPERATIONAL MATTERS, PUBLIC POLICY, AND RELATED ACTIVITY. ADVOCACY - 340B HEALTH WORKS WITH AND ON BEHALF OF OUR MEMBERS TO REPRESENT THEIR INTERESTS AND CONCERNS BEFORE THE CONGRESS, THE EXECUTIVE BRANCH, THE COURTS, AND STATE LEGISLATURES TO HELP POLICYMAKERS UNDERSTAND THE 340B DRUG PRICING PROGRAM'S REQUIREMENTS, VALUE, AND ROLE IN ADVANCING HEALTHY PATIENTS AND COMMUNITIES. 340B HEALTH CONDUCTS INDEPENDENT RESEARCH REGARDING THE IMPACT AND EFFECTIVENESS OF 340B AND WORKS WITH ITS MEMBERS TO CREATE PROFILES OF HOW 340B SAVINGS ARE USED TO IMPROVE PATIENT CARE AND COVER THE COST OF UNCOMPENSATED AND UNREIMBURSED PATIENT CARE. 340B HEALTH ADVOCATES FOR CHANGES IN POLICY NECESSARY TO IMPROVE 340B AND ITS IMPACT. 340B HEALTH PROVIDES MEMBER HOSPITALS WITH INFORMATION TO HELP IDENTIFY BEST PRACTICES IN COMPLIANCE AND PROGRAM DEVELOPMENT...SEE SCHEDULE OCONTINUED FROM PAGE 2...OUR "340B EXCHANGE" ALLOWS HOSPITALS TO DISCUSS EMERGING TRENDS, CONCERNS, AND IDEAS. RESEARCH HELPS IDENTIFY EXAMPLES OF HOW HOSPITALS ARE ADDRESSING SUCH KEY AREAS AS SOCIAL DETERMINANTS OF HEALTH, PURSUIT OF HEALTH EQUITY, AND APPROACHES TO PREVENTION OF THE MISUSE OF OPIOIDS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 46 0 1 31 1 1 1 0 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2025525850 1101 15TH STREET NW 910 WASHINGTON DC 20005 KAREN L BOWLING FACHE CFNP CHAIR ELECT (BEG 5/22) 2.00 X X 0 0 0 JESSE BREIDENBACH PHARMD DIRECTOR 1.00 X 0 0 0 SANDRA F DURLEY PHARMD DIRECTOR 1.00 X 0 0 0 BETH FELDPUSH DRPH DIRECTOR 1.00 X 0 0 0 NICHOLAS R GNADT PHARMD DIRECTOR 1.00 X 0 0 0 TIM MAURICE DIRECTOR (UNTIL 3/22) 1.00 X 0 0 0 ROSLAND FISHER MCLEOD DIRECTOR 1.00 X 0 0 0 PAUL MOLLO PHARMD DIRECTOR 1.00 X 0 0 0 CHARLTON PARK TREASURER (BEGIN 7/22) 2.00 X X 0 0 0 MATTHEW J PERRY SECRETARY (BEGIN 5/22) 2.00 X X 0 0 0 NICOLE SHOQUIST PHARMD DIRECTOR (UNTIL 9/22) 1.00 X 0 0 0 TERRY ANDRUS TREASURER (UNTIL 7/22) 2.00 X X 0 0 0 MARY EDWARDS SECRETARY (UNTIL 5/22) 2.00 X X 0 0 0 PATRICIA VILT CHAIR 2.00 X X 0 0 0 SHERRIE WILLIAMS MD IMMEDIATE PAST CHAIR (UNTIL 6/22) 2.00 X X 0 0 0 TIM LYNCH DIRECTOR (BEGIN 12/22) 1.00 X 0 0 0 ALI SANTORE DIRECTOR (BEGIN 5/22) 1.00 X 0 0 0 ONISIS STEFAS DIRECTOR (BEGIN 5/22) 1.00 X 0 0 0 MEETALI DESAI DIRECTOR (BEGIN 12/22) 1.00 X 0 0 0 SUMONA DASGUPTA DIRECTOR (BEGIN 5/22) 1.00 X 0 0 0 MAUREEN TESTONI PRESIDENT & CEO 45.00 X 636870 0 223526 PATRICK MCGARY SVP OPERATIONS 45.00 X 254857 0 35204 CHRISTOPHER CROSSWHITE SVP LEGAL AND POLICY 45.00 X 261448 0 34359 RICHARD SORIAN SENIOR VP, COMMUNICATIONS 45.00 X 321674 0 35139 STEVEN MILLER VP OF PHARMACY SERVI 45.00 X 269834 0 42493 GREGORY DOGGETT VP LEGAL & POLICY COUNSEL 45.00 X 251277 0 30849 CAROLINE STEINBERG VP OF RESEARCH AND POLICY 45.00 X 234053 0 16359 MIRIAM LASAR FORMER OFFICER 30.00 X 186126 0 0 KATHRYN DIBITETTO FORMER KEY EMPLOYEE 40.00 X 154180 0 0 2570319 0 417929 19 1 1 0 GMMB 3050 K STREET NW STE 100 WASHINGTON DC 20007 PUBLIC RELATIONS 289032 PEARSON TECHNOLOGY 23623 N SCOTTSDALE RD SCOTTSDALE AZ 85255 AUDIO VISUAL 247502 BROADCASTMED LLC 195 FARMINGTON AVENUE FARMINGTON CT 06032 LIVE STREAMING SERVICES 205913 BASS BERRY & SIMS PLC 150 THIRD AVENUE SOUTH STE 2800 NASHVILLE TN 37201 LEGAL AND POLICY SERVICES 188000 WAXMAN CONSULTING 1150 CONNECTICUT AVENUE NW SUITE 8 WASHINGTON DC 20036 LOBBYING/GOVERNMENT RELATIONS 180000 8 317290 317290 MEMBERSHIP DUES 900099 6145974 6145974 CONFERENCES 900099 4518411 7000 4511411 CORPORATE PARTNERS 900099 1638950 1638950 PUBLIC RELATIONS 900099 371000 371000 WEBINARS 900099 17770 17770 12278 12278 12704383 549337 549337 969149 720542 4840 248607 -4840 243767 243767 13814777 8173694 19278 5304515 4130 1150456 3658016 177579 230966 291161 233928 273683 522032 52841 637233 470297 324883 448676 25069 379894 35868 1964447 43013 37064 7450 10968686 5420494 5370552 273 5892 217663 226741 1192497 1055218 107258 137279 19618854 18735453 184043 443960 25548585 24919877 465190 449414 7196985 6598153 16812 12670 28502 299050 7707489 7359287 X 17561876 17298300 279220 262290 17841096 17560590 25548585 24919877 2846091 -3126597 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 340B HEALTH POLITICAL ACTION COMMITTEE 1101 15TH STREET NW STE 910 WASHINGTON DC 20005 812792616 19975 1 0 0 386893 383007 3886 201885 148798 53087 603719 523413 80306 137279 OPERATING LEASE LIABILITY 298121 DUE TO PAC 929 299050 X PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO MEASURE, RECOGNIZE, PRESENT, AND DISCLOSE IN ITS CONSOLIDATED FINANCIAL STATEMENTS UNCERTAIN INCOME TAX POSITIONS THE ORGANIZATION HAS TAKEN IN THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION OR EXPECTS TO TAKE ON AN INCOME TAX RETURN. THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN INCOME TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION RECORDED NO LIABILITY FOR UNCERTAIN INCOME TAX POSITIONS FOR ANY OPEN TAX YEARS. X X X X X 0 1 0 MAUREEN TESTONI PRESIDENT & CEO 503157 0 113213 0 20500 0 190848 0 32678 0 860396 0 113213 0 RICHARD SORIAN SENIOR VP, COMMUNICATIONS 281180 0 40494 0 0 0 16197 0 18942 0 356813 0 0 0 STEVEN MILLER VP OF PHARMACY SERVI 233171 0 36663 0 0 0 14665 0 27828 0 312327 0 0 0 CHRISTOPHER CROSSWHITE SVP LEGAL AND POLICY 261448 0 0 0 0 0 15750 0 18609 0 295807 0 0 0 PATRICK MCGARY SVP OPERATIONS 242399 0 12458 0 0 0 14950 0 20254 0 290061 0 0 0 GREGORY DOGGETT VP LEGAL & POLICY COUNSEL 223210 0 28067 0 0 0 11695 0 19154 0 282126 0 0 0 CAROLINE STEINBERG VP OF RESEARCH AND POLICY 212947 0 21106 0 0 0 12664 0 3695 0 250412 0 0 0 MIRIAM LASAR FORMER OFFICER 0 0 0 0 186126 0 0 0 0 0 186126 0 0 0 KATHRYN DIBITETTO FORMER KEY EMPLOYEE 0 0 0 0 154180 0 0 0 0 0 154180 0 0 0 PART I, LINE 4B IN 2022, MAUREEN TESTONI, PRESIDENT & CEO, RECEIVED $59,500 IN EMPLOYER CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MADE UNDER SECTION 457F OF THE INTERNAL REVENUE CODE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN 2022 TO (1) CLARIFY THE DEFINITION OF THOSE ELIGIBLE TO BECOME BOARD MEMBERS SUCH THAT CONTRACTORS THAT ARE AUTHORIZED TO RESPRESENT THE MEMBER ON THE BOARD CAN SERVE AS BOARD MEMBERS IN CERTAIN CONDITIONS, (2) CLARIFY THAT THOSE THAT CEASE TO QUALIFY TO BE A BOARD MEMBER WILL BE DEEMED AUTOMATICALLY REMOVED FROM OFFICE, AND (3) CLARIFY ROLES AND RESPONSIBILITIES OF THE FINANCE COMMITTEE OF THE BOARD WITH RESPECT TO INVESTMENT MONITORING. FORM 990, PART VI, SECTION B, LINE 11B THE FULL FORM 990 IS REVIEWED BY A PUBLIC ACCOUNTING FIRM, THE SENIOR VICE PRESIDENT OF OPERATIONS, THE PRESIDENT & CEO, AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. THE FULL BOARD THEN REVIEWS AND APPROVES FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES THE BOARD OF DIRECTORS, OFFICERS, AND ALL STAFF TO DISCLOSE ANY CONFLICTS OF INTEREST IN WRITING ON AN ANNUAL BASIS. BOARD MEMBERS ARE REQUIRED TO SIGN AND ABIDE BY THE 340B HEALTH CONFLICT OF INTEREST POLICY, WHICH INCLUDES THE REQUIREMENT THAT BOARD MEMBERS IDENTIFY POTENTIAL CONFLICTS OF INTEREST WHEN THEY ARISE AND REMOVE THEMSELVES FROM ALL DISCUSSION AND VOTING ON SUCH MATTERS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE PRESIDENT AND CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, BASED ON ADVICE FROM A COMPENSATION CONSULTANT AND PRIOR COMPENSATION HISTORY FOR THE CEO ROLE. THE PRESIDENT AND CEO DETERMINES COMPENSATION FOR THE OTHER OFFICERS AND KEY EMPLOYEES BASED ON PERFORMANCE, A COMPENSATION CONSULTANT STUDY UNDERTAKEN BIANNUALLY, AND COMPENSATION INFORMATION PROVIDED BY THE AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES BASED ON MOST RECENT DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS UPON REQUEST. FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICIES ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104, AND THUS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. FORM 990 ITEM B THE ORGANIZATION HAS AMENDED THE 2022 990 RETURN FOR THE FOLLOWING CHANGES: 1) FORM 990, PART VII, SECTION A: (1) MAUREEN TESTONI: COLUMN F HAS BEEN EDITED FROM $164,026 TO $223,526 2) FORM 990, PART VII, SECTION A: (7) CAROLINE STEINBERG: COLUMN F HAS BEEN EDITED FROM $75,859 TO $16,359 3) SCHEDULE J, PART II (1) MAUREEN TESTONI ROW (I) COLUMN C HAS BEEN CHANGED FROM $131,348 TO $190,848 4) SCHEDULE J, PART II (1) MAUREEN TESTONI ROW (I) COLUMN E HAS BEEN CHANGED FROM $800,896 TO $860,396 5) SCHEDULE J, PART II (7) CAROLINE STEINBERG ROW (I) COLUMN C HAS BEEN CHANGED FROM $72,164 TO $12,664 6) SCHEDULE J, PART II (7) CAROLINE STEINBERG ROW (I) COLUMN E HAS BEEN CHANGED FROM $309,912 TO $250,412 7) SCHEDULE J, PART III EXPLANATION FOR PART 1, LINE 4B HAS BEEN EDITED FROM "IN 2022, MAUREEN TESTONI, PRESIDENT & CEO, RECEIVED $60,500 IN EMPLOYER CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MADE UNDER SECTION 457F OF THE INTERNAL REVENUE CODE." TO "IN 2022, MAUREEN TESTONI, PRESIDENT & CEO, RECEIVED $59,500 IN EMPLOYER CONTRIBUTIONS TO A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MADE UNDER SECTION 457F OF THE INTERNAL REVENUE CODE." 340B HEALTH POLITICAL ACTION COMMITTEE 1101 15TH STREET NW 910 WASHINGTON DC 20005 812792616 CONNECTED PAC TO SUPPORT CANDIDATES WHO SUPPORT THE 340B PROGRAM DC 527 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0