2025-09-16T12:12:36-05:00 2024-12-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-01-01 521225130 HDA RESEARCH FOUNDATION HDAR 2029631300 1275 PENNSYLVANIA AVE NW STE 600 WASHINGTON DC 20004 ANN BITTMAN TREASURER 2029631300 2025-09-16 1 1 SARA SMITH P01332734 2022274000 2025-09-05 2024 2025-03-06 01:10:19Z PERRY FRI 1275 PENNSYLVANIA AVE NW STE 600 WASHINGTON DC 20004 1127808 0 X WWW.HDA.ORG/FOUNDATION X 1980 VA THE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING. 13 13 0 15 0 0 836868 707450 355000 315214 8623 20358 0 -28516 1200491 1014506 17500 0 0 0 499839 521144 0 0 291685 616634 390615 1133973 911759 66518 102747 970012 1003391 266368 192208 703644 811183 X SEE SCHEDULE OTHE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING. 0 0 365275 315214 THE FUTURE OF THE U.S. PHARMACEUTICAL COLD CHAIN (RESEARCH PROJECT): IDENTIFIES CURRENT CHALLENGES AND OPPORTUNITIES FOR COLD CHAIN MANAGEMENT IN THE U.S. PHARMACEUTICAL SUPPLY CHAIN AND OFFERS STRATEGIES TO ADDRESS THE REMARKABLE GROWTH OF TEMPERATURE-SENSITIVE PRODUCTS IN THE HEALTHCARE ECOSYSTEM. HDA FACTBOOK (RESEARCH PROJECT): PROVIDES FOR THE ANNUAL COLLECTION AND ANALYSIS OF INDUSTRY DATA. THIS PROJECT INCLUDES THE PUBLICATION OF THE FACTBOOK, A COMPREHENSIVE ANNUAL RESOURCE PUBLICATION DISTRIBUTED TO THE SUPPLY CHAIN COMPANIES AND THOSE WITH AN INTEREST IN BETTER UNDERSTANDING THE HEALTHCARE INDUSTRY.SPECIALTY FACTS, FIGURES, & TRENDS (RESEARCH PROJECT): HIGHLIGHTS TRENDS FOUND IN THE SPECIALTY HEALTHCARE SECTOR AND SERVES AS AN INDUSTRY BENCHMARKING RESOURCE FOR INDUSTRY PARTICIPANTS, FINANCIAL ANALYSTS, ACADEMIA AND OTHERS WHO HAVE AN INTEREST IN UNDERSTANDING THE VARIOUS ASPECTS OF THIS GROWING MARKETPLACE. THE TEXT INCLUDES BENCHMARKS FEATURING: MARKET CHARACTERISTICS, FINANCE, OPERATIONS, COLD CHAIN HANDLING, TRANSPORTATION/DELIVERY, INFORMATION TECHNOLOGY, RETURNS AND SERVICES, PLUS A CHAPTER THAT TAKES A DEEPER DIVE INTO DEMOGRAPHIC TRENDS AND ONCOLOGY.SCHOLARSHIP PROGRAM: AS PART OF ITS MISSION TO FOSTER INDUSTRY KNOWLEDGE, THE HDA RESEARCH FOUNDATION SCHOLARSHIP IS AVAILABLE TO GRADUATE-LEVEL STUDENTS CURRENTLY WORKING WITHIN HDA-MEMBER DISTRIBUTOR AND MANUFACTURER COMPANIES.SCHOLARSHIP PROGRAM: AS PART OF ITS MISSION TO FOSTER INDUSTRY KNOWLEDGE, THE HDA RESEARCH FOUNDATION SCHOLARSHIP IS AVAILABLE TO GRADUATE-LEVEL STUDENTS CURRENTLY WORKING WITHIN HDA-MEMBER DISTRIBUTOR AND MANUFACTURER COMPANIES.SERIALIZATION READINESS: THIS SURVEY PROVIDES UNBIASED, OBJECTIVE DATA ON THE CURRENT READINESS OF MANUFACTURERS AND DISTRIBUTORS TO MEET DSCSA'S REQUIREMENTS. 365275 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X ANN BITTMAN 2029631300 1275 PENNSYLVANIA AVE NW STE 600 WASHINGTON DC 20004 ANTHONY MIHELICH VICE CHAIR 1.00 0.00 X X 0 0 0 STEVE GIULI CHAIR 1.00 0.00 X X 0 0 0 ROBERT FASIOLA DIRECTOR 1.00 0.00 X 0 0 0 HEATHER ZENK DIRECTOR 1.00 0.00 X 0 0 0 RESA GILMORE DIRECTOR 1.00 0.00 X 0 0 0 RENA GOINS DIRECTOR 1.00 0.00 X 0 0 0 STEVE NOETZEL DIRECTOR 1.00 0.00 X 0 0 0 STEVE WILHELM DIRECTOR 1.00 0.50 X 0 0 0 MAYUR SHAH DIRECTOR (ENDED 04/24) 1.00 0.00 X 0 0 0 KRISTI RONCO DIRECTOR 1.00 0.00 X 0 0 0 CLINT SYVINSKI DIRECTOR (ENDED 11/24) 1.00 0.50 X 0 0 0 AL PAONESSA DIRECTOR (ENDED 12/24) 1.00 0.50 X 0 0 0 CRAIG COWMAN DIRECTOR 1.00 0.00 X 0 0 0 ROBERT POTTER DIRECTOR (ENDED 12/24) 1.00 0.00 X 0 0 0 RAMESH SRINVASAN DIRECTOR 1.00 0.00 X 0 0 0 CHIP DAVIS PRESIDENT & CEO 0.50 39.50 X 24825 1961165 373109 PERRY FRI EVP, COO 12.00 28.00 X 191035 445749 99034 ANN BITTMAN EVP, TREASURER 2.00 38.00 X 30289 575495 103431 246149 2982409 575574 0 0 1 0 0 503164 49500 154786 707450 SPONSORSHIPS 900099 315214 315214 315214 20358 20358 84786 503164 113302 -28516 -28516 1014506 315214 0 -8158 X 521144 136176 196763 188205 270 270 10387 10387 711 711 191277 191277 74716 17157 29695 27864 34342 8974 12966 12402 5782 514 5268 73130 11691 3493 57946 911759 365275 254799 291685 465590 430172 35400 0 12365 16019 456657 557200 970012 1003391 11450 0 65250 145000 189668 47208 266368 192208 X 114138 259494 589506 551689 703644 811183 970012 1003391 102747 4792 0 X X 0 1 X 1 0 X X 1 HEALTHCARE DISTRIBUTION ALLIANCE 131088150 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCNE WITH THE REQUIREMENTS OF THE IRC SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3C: THE FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PUPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED 47208 47208 X 1132600 4792 113302 118094 1014506 0 1014506 1025061 113302 113302 911759 0 911759 PART X, LINE 2: AS OF DECEMBER 31, 2024, THERE WERE TAX YEARS OPEN THAT COULD BE SUBJECTED TO REVIEW BY FEDERAL AND STATE TAXING AUTHORITIES. HOWEVER, THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INCOME TAX OR INTEREST EXPENSE. AS OF DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES ON PART VIII 113,302. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES ON PART VIII 113,302. CEO ROUNDTABLE FUNDRAISER 587950 503164 84786 84786 28516 587950 503164 84786 84786 28516 113302 -28516 0 1 0 0 0 0 0 0 0 CHIP DAVIS PRESIDENT & CEO 18313 1446752 6273 495559 239 18854 3696 292004 968 76441 29489 2329610 0 0 PERRY FRI EVP, COO 153281 357655 35043 81767 2711 6327 13110 30590 16600 38734 220745 515073 0 0 ANN BITTMAN EVP, TREASURER 24794 471088 5019 95361 476 9046 2185 41515 2987 56744 35461 673754 0 0 PART I, LINE 3 THE PROCESSES DESCRIBED BELOW ARE USED BY THE HEALTHCARE DISTRIBUTION ALLIANCE, A RELATED EXEMPT ORGANIZATION. THE PRESIDENT OF THE FOUNDATION HAS A FIVE-YEAR EMPLOYMENT CONTRACT WITH HDA. THIS AGREEMENT IS REVIEWED AND AGREED TO BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF HDA AND SIGNED BY THE CHAIRMAN OF HDA'S BOARD. EACH YEAR, THE CHAIR AND VICE CHAIR OF THE HDA BOARD REVIEW THE PRESIDENT'S PERFORMANCE, PREPARE A WRITTEN PERFORMANCE REVIEW AND DETERMINE THE AMOUNT OF ANY BONUS AND ANNUAL SALARY INCREASE. ANY COMPENSATION CHANGES ARE COMMUNICATED IN WRITING TO THE HDA'S EXECUTIVE VICE PRESIDENT & COO (WHO IS ALSO THE TREASURER FOR THE FOUNDATION) FOR IMPLEMENATION. IN SETTING THE PRESIDENT'S COMPENSATION, THE HDA EXECUTIVE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND THE FORM 990 OF OTHER ORGANIZATIONS. PART I, LINE 4B CHIP DAVIS HAD 2024 CONTRIBUTIONS TO A 457(F) PLAN OF $252,000 (COMBINED TOTAL FOR FILING AND RELATED ORGANIZATION). PART III, LINE 1 THE FOUNDATION'S MISSION IS TO CONDUCT RESEARCH AND EDUCATION THAT CREATES KNOWLEDGE AND IDENTIFIES BUSINESS PRACTICES THAT IMPROVE THE EFFICIENCY, SAFETY AND INTEGRITY OF THE HEALTHCARE SUPPLY CHAIN. TO PROVIDE THOUGHT LEADERSHIP TO FURTHER ENHANCE THE SAFETY AND SECURITY OF THE HEALTHCARE SUPPLY CHAIN THROUGH FUTURE-FOCUSED STUDY AND PROGRAMMING. FORM 990, PART VI, SECTION A, LINE 7A EACH DIRECTOR OF THE FOUNDATION IS TO BE SELECTED BY A MAJORITY OF THE HDA EXECUTIVE COMMITTEE WITH RECOMMENDATIONS FROM THE FOUNDATION'S CURRENT BOARD CHAIRMAN, VICE CHAIRMAN, PRESIDENT AND EVP. FORM 990, PART VI, SECTION B, LINE 11B INFORMATION NEEDED TO COMPLETE FORM 990 IS PULLED TOGETHER AND COMPILED BY THE FOUNDATION'S TREASURER AND REVIEWED WITH HDA'S AUDITING FIRM. THE FOUNDATION'S PRESIDENT, EVP & COO, AND TREASURER REVIEW THE SIGNIFICANT FORM 990 INFORMATION AND MEET WITH THE TAX MANAGER FROM OUR AUDITING FIRM TO AGREE ON HOW TO ADDRESS ANY QUESTIONS OR CHANGES IN REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. ALL EMPLOYEES AND BOARD MEMBERS ARE COVERED BY THE POLICY. A CONFLICT OF INTEREST COMPLIANCE CERTIFICATION IS REQUIRED TO BE SIGNED BY BOTH BOARD MEMBERS AND STAFF ANNUALLY. IF A CONFLICT OR POTENTIAL CONFLICT IS IDENTIFIED, THE FOUNDATION'S PRESIDENT AND EVP WILL DETERMINE WHAT RESTRICTIONS WILL BE IMPOSED ON THE PERSONS INVOLVED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESSES DESCRIBED BELOW ARE USED BY THE HEALTHCARE DISTRIBUTION ALLIANCE, A RELATED EXEMPT ORGANIZATION. COMPENSATING SETTING PROCESS - FOUNDATION PRESIDENT THE PRESIDENT OF THE FOUNDATION HAS A MULTI-YEAR EMPLOYMENT CONTRACT WITH HDA. THIS AGREEMENT IS REVIEWED AND AGREED TO BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF HDA AND SIGNED BY THE CHAIRMAN OF HDA'S BOARD. EACH YEAR, THE CHAIR AND VICE CHAIR OF THE HDA BOARD REVIEW THE PRESIDENT'S PERFORMANCE, PREPARE A WRITTEN PERFORMANCE REVIEW AND DETERMINE THE AMOUNT OF ANY BONUS AND ANNUAL SALARY INCREASE. ANY COMPENSATION CHANGES ARE COMMUNICATED IN WRITING TO THE HDA'S EXECUTIVE VICE PRESIDENT & COO (WHO IS ALSO THE TREASURER FOR THE FOUNDATION) FOR IMPLEMENATION. IN SETTING THE PRESIDENT'S COMPENSATION, THE HDA EXECUTIVE COMMITTEE UTILIZES AN INDEPENDENT COMPENSATION CONSULTANT AND THE FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION SETTING PROCESS - OTHER FOUNDATION KEY EMPLOYEES THE OTHER FOUNDATION KEY EMPLOYEE IS THE EVP & COO. HDA'S CEO, EVP & COO, AND THE VP OF HUMAN RESOURCES REVIEW ALL OTHER STAFF COMPENSATION AT THE END OF THE CALENDAR YEAR. A WRITTEN PERFORMANCE REVIEW IS REQUIRED FOR EACH EMPLOYEE. EACH POSITION HAS A SALARY RANGE, WHICH IS UPDATED BY AN INDEPENDENT OUTSIDE CONSULTANT APPROXIMATELY EVERY THREE YEARS. THE PRESIDENT, TREASURER AND HDA'S VP OF HUMAN RESOURCES ALSO LOOK AT WHERE EMPLOYEES' COMPENSATION FALLS WITHIN THEIR SALARY RANGES (BASED UPON THE MOST RECENT JOB DESCRIPTIONS) AND MAKE "PARITY" ADJUSTMENTS, ON A CASE-BY-CASE BASIS. IN ADDITION, ALL SUPERVISORS WHO REQUEST ANNUAL BONUSES FOR ANY OF THEIR EMPLOYEES MUST SUBMIT A WRITTEN PROPOSAL. THESE PROPOSALS ARE REVIEWED BY THE PRESIDENT, TREASURER AND HDA'S VP OF HUMAN RESOURCES AND APPROVED BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G RESEARCH CONSULTANTS: PROGRAM SERVICE EXPENSES 191,277. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 191,277. FORM 990, PART XII, LINE 2C THERE IS NO CHANGE TO THE AUDIT REVIEW PROCESS FROM THE PRIOR YEAR. HEALTHCARE DISTRIBUTION ALLIANCE 1275 PENNSYLVANIA AVE NW 600 WASHINGTON DC 20004 131088150 PROTECT PATIENT SAFETY AND ACCESS TO MEDICINE THROUGH SAFE DISTRIBUTION DC 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 HEALTHCARE DISTRIBUTION ALLIANCE O 521144 FMV HEALTHCARE DISTRIBUTION ALLIANCE P 100000 FMV