FURP.ORG / PUBLIC DATA EXPLORER

AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC (EIN 23-7067770)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202641349349303284
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T09:25:24-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1920 5TH AVENUE SUITE 2800AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237067770EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ACADEMY OF PHYSICIAN ASSOCIATESBusinessNameLine1Txt
Business Name Line2INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone7038362272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12318 MILL ROAD 1300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP223141552ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA GABLESPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone7038362272PhoneNum
Signature2026-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUE ROBISONPreparerPersonNm
PTINP00560072PTIN
Phone2062814444PhoneNum
Preparation2026-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA GABLESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12318 MILL ROAD 1300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP223141552ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$64,861,068GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAPA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee123TotalEmployeeCnt
Total Volunteers666TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,454,750PYContributionsGrantsAmt
CY Contributions Grants$2,256,323CYContributionsGrantsAmt
PY Program Service Revenue$23,310,093PYProgramServiceRevenueAmt
CY Program Service Revenue$25,485,005CYProgramServiceRevenueAmt
PY Investment Income$2,902,899PYInvestmentIncomeAmt
CY Investment Income$3,607,937CYInvestmentIncomeAmt
PY Other Revenue$3,143,500PYOtherRevenueAmt
CY Other Revenue$3,671,803CYOtherRevenueAmt
PY Total Revenue$31,811,242PYTotalRevenueAmt
CY Total Revenue$35,021,068CYTotalRevenueAmt
PY Grants And Similar Paid$929,471PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$687,133CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$16,279,950PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$17,117,776CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$15,906,704PYOtherExpensesAmt
CY Other Expenses$14,075,708CYOtherExpensesAmt
PY Total Expenses$33,116,125PYTotalExpensesAmt
CY Total Expenses$31,880,617CYTotalExpensesAmt
PY Revenues Less Expenses-$1,304,883PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,140,451CYRevenuesLessExpensesAmt
Total Assets BOY$41,017,056TotalAssetsBOYAmt
Total Assets EOY$44,031,748TotalAssetsEOYAmt
Total Liabilities BOY$22,505,115TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,277,766TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$18,511,941NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$21,753,982NetAssetsOrFundBalancesEOYAmt
MissionTO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES, AND TO SUPPORT EFFORTS TO ENABLE THEM TO IMPROVE THE QUALITY, ACCESSIBILITY, AND COST-EFFECTIVENESS OF PATIENT-CENTERED HEALTH CARE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE PROMOTION OF QUALITY, COST-EFFECTIVE, AND ACCESSIBLE HEALTH CARE, AS WELL AS THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF PHYSICIAN ASSOCIATES.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document306IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee123EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID M CAPOSSELABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7038362272PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12318 MILL ROAD 1300AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP223141552ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
TODD A PICKARD - PRES
CHAIR OF THE BOARD (BEG 07/01/25)4.000.00Yes (X)Yes (X)$4,480$0$0
DAVID BUNNELL
PRESIDENT-ELECT (BEG 07/01/25)4.000.00Yes (X)Yes (X)$0$0$0
JASON PREVELIGE
IMME. PAST PRE. (BEG 07/01/25)4.000.00Yes (X)Yes (X)$17,440$0$0
LESLIE CLAYTON
VP/SPEAKER OF THE HOUSE4.000.00Yes (X)Yes (X)$0$0$0
KRIS PYLES-SWEET
SECRETARY-TREASURER2.002.00Yes (X)Yes (X)$5,120$0$0
DANIEL COLL
DIRECTOR-AT-LARGE (BEG 07/01/25)4.000.00Yes (X)$1,750$0$0
KATHERINE GEEBAH FOOTRACER
DIRECTOR-AT-LARGE2.000.00Yes (X)$6,400$0$0
PAOLA GONZALEZ
DIRECTOR-AT-LARGE2.000.00Yes (X)$2,560$0$0
REBECCA LOVELESS
DIRECTOR-AT-LARGE (BEG 07/01/25)2.000.00Yes (X)$9,450$0$0
BRITTANY STRELOW
DIRECTOR-AT-LARGE (BEG 07/01/25)2.000.00Yes (X)$15,585$0$0
YASMINE AFFES
STUDENT DIRECTOR (BEG 07/01/25)2.000.00Yes (X)$640$0$0
PEGGY WALSH SHERYKA
DIRECTOR, FIRST VICE SPEAKER2.000.00Yes (X)$0$0$0
RACHEL WEINZIMMER
DIRECTOR, SECOND VICE SPEAKER2.000.00Yes (X)$0$0$0
FOLUSHO OGUNFIDITIMI
IMME. PAST PRE. (THRU 06/30/25)2.000.00Yes (X)Yes (X)$0$0$0
BRITTNY DAWKINS
STUDENT DIRECTOR (THRU 06/30/25)2.000.00Yes (X)$0$0$0
DEANNA BRIDGE NAJERA
DIRECTOR-AT-LARGE (THRU 06/30/25)2.000.00Yes (X)$0$0$0
ERIC P MARTINEZ
DIRECTOR-AT-LARGE (THRU 06/30/25)2.000.00Yes (X)$0$0$0
ASHTON OGLE
DIRECTOR-AT-LARGE (THRU 06/30/25)2.000.00Yes (X)$0$0$0
LISA GABLES
CHIEF EXECUTIVE OFFICER35.002.50Yes (X)$623,112$0$51,391
SIMON SURAN
CHIEF FINANCE & OPERATING OFFICER37.500.00Yes (X)$289,341$0$44,948
CHANTELL TAYLOR
CHIEF OF PUBLIC AFFAIRS & ADV.37.500.00$334,576$0$36,398Yes (X)
PATRICIA BEESON
CHIEF HR OFFICER37.500.00$213,110$0$20,853Yes (X)
DONNA NOGAY
CHIEF GROWTH OFFICER37.500.00$333,720$0$41,421Yes (X)
JENNIFER KOLB
CHIEF MEDICAL OFFICER27.5010.00$326,056$0$55,498Yes (X)
DANIEL PACE
CHIEF DEVELOPMENT OFFICER37.500.00$236,719$0$44,585Yes (X)
KIMBERLY WILLIAMS
VP, HEALTH EQUITY & COMMUNITY37.500.00$241,789$0$20,131Yes (X)
WILLIAM TATE HEUER
VP, FED ADVOCACY37.500.00$221,938$0$40,388Yes (X)
SONDRA DEPALMA
VP, REIM. & PROFESS PRACTICE37.500.00$201,105$0$21,520Yes (X)
MARY KABZA SR DIRECTOR
WEB STRATEGY (THRU 08/15/25)37.500.00$174,182$0$17,340Yes (X)
ANTHONY MAGGIORE III
VP, EVENT STRATEGY37.500.00$169,025$0$35,602Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,428,098TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$430,075TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K55IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
FREEMAN
14221 N DALLAS PARKWAY STE 200DALLASTX75254MEETING AUDIO SERVICES$1,103,173
SERVICE AMERICA
700 14TH STREETDENVERCO80202MEETING F&B$588,715
HYATT REGENCY
650 15TH STREETDENVERCO80202MEETING AUDIO SERVICES/F&B$462,281
RICOH USA INC
300 EAGLEVIEW BLVDEXTONPA19341SOFTWARE/HARDWARE SERVICES$452,898
FREEMAN DECORATING
PO BOX 734596DALLASTX75373MEETING AUDIO SERVICES/F&B$422,864
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K31CntrctRcvdGreaterThan100KCnt
Government Grants$649,114GovernmentGrantsAmt
All Other Contributions$1,607,209AllOtherContributionsAmt
Total Contributions$2,256,323TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmt
MEMBERSHIP DUES900099$16,210,459$16,210,459
MEETING/CONVENTION900099$6,458,369$6,458,369
CONTINUING EDUCATION900099$1,761,860$1,761,860
SPONSORSHIPS900099$1,054,317$1,054,317
FieldValueIRS element (for citing)
Total Program Service Revenue$25,485,005TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$922,726TotalRevenueColumnAmt
Exclusion$922,726ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,586,437TotalRevenueColumnAmt
Exclusion$3,586,437ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$32,525,211SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$29,840,000SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,685,211SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,685,211TotalRevenueColumnAmt
Exclusion$2,685,211ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$62,644GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,644TotalRevenueColumnAmt
Related Or Exempt Func Income$62,644RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
SETTLEMENT CHECK900099$20,000$20,000
MISCELLANEOUS INCOME900099$2,722$2,722
FieldValueIRS element (for citing)
Other Revenue Total$22,722OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,021,068TotalRevenueColumnAmt
Related Or Exempt Func Income$24,493,332RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$8,271,413ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$115,000TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$572,133TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,706,603TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$11,227,062TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$462,057TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,743,055TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$978,999TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$123,995TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$63,812TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$240,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$322,619TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,280,153TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$619,661TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$94,689TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,747,174TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,215,971TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$778,523TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$3,531,271TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,930TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$168,181TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$91,135TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
BANK & CC FEES$622,829
DUES & SUBSCRIPTIONS$385,614
SUBCONTRACTOR-GRANT EXP$271,422
COMMISSIONS & FEES$170,460

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$346,269TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$31,880,617TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,776,212BOYAmt
EOY$2,673,417EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$62,725BOYAmt
EOY$1,602,081EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$795,216BOYAmt
EOY$692,934EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,091,854BOYAmt
EOY$1,285,562EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,629,387LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,460,012LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$305,727BOYAmt
EOY$169,375EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,465,288BOYAmt
EOY$32,108,802EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,520,034BOYAmt
EOY$5,499,577EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$41,017,056BOYAmt
EOY$44,031,748EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,218,879BOYAmt
EOY$2,591,581EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$12,245,870BOYAmt
EOY$12,878,086EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,040,366BOYAmt
EOY$6,808,099EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$22,505,115BOYAmt
EOY$22,277,766EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,511,941BOYAmt
EOY$21,753,982EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,511,941BOYAmt
EOY$21,753,982EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$41,017,056BOYAmt
EOY$44,031,748EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$3,140,451ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$101,590NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior YearYes (1)AgreeCarryoverPriorYearInd
Dues Assessments$16,210,459DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$697,050NonDeductibleLbbyngPltclCYAmt
Non Ded Lbbyng Pltcl Cyov-$248,334NonDedLbbyngPltclCyovAmt
Non Deductible Lbbyng Pltcl Tot$448,716NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$697,050AggregateReportedDuesNtcAmt
Carried Over-$248,334CarriedOverAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,907,880OtherCostOrOtherBasisAmt
Depreciation$1,907,880DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,721,507OtherCostOrOtherBasisAmt
Depreciation$7,552,132DepreciationAmt
Book Value$169,375BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$169,375TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DEFERRED COMPENSATION$119,777
DUE FROM RELATED PARTIES$97,310
RIGHT-OF-USE ASSET$5,282,490
FieldValueIRS element (for citing)
Total Book Value Other Assets$5,499,577TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DEFERRED COMPENSATION PAYABLE$119,777
DUE TO RELATED PARTIES$17,835
LEASE LIABILITY$6,670,487
FieldValueIRS element (for citing)
Total Liability$6,808,099TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$35,005,397TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$101,590NetUnrealizedGainsInvstAmt
Other Revenue$205,358OtherRevenueAmt
Revenue Not Reported$306,948RevenueNotReportedAmt
Revenue Subtotal$34,698,449RevenueSubtotalAmt
Investment Expenses Not Incld$322,619InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$322,619RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$35,021,068TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$31,792,148TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$234,150OtherExpensesIncludedAmt
Expenses Not Reported$234,150ExpensesNotReportedAmt
Expenses Subtotal$31,557,998ExpensesSubtotalAmt
Investment Expenses Not Incld2$322,619InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$322,619ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$31,880,617TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ACADEMY IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(6). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FORM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. WE HAVE DETERMINED THAT THE ACADEMY HAD NO NET UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ACADEMY HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PAC REVENUE 205,358.
PART XII, LINE 2D - OTHER ADJUSTMENTS:PAC EXPENSES 234,150.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12318 MILL ROADAddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Recipient EIN541071370RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$115,000CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmt
STIPENDS AND HONORARIUM414$461,882$0
AWARDS AND GIFTS130$95,051$0
SPONSORSHIPS AND DONATIONS1$15,000$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION REQUIRES REGULAR REPORTING AND RECONCILIATION FOR ITS GRANTEES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA GABLES
CHIEF EXECUTIVE OFFICER$581,917$0$39,389$0$1,806$0$37,500$0$13,891$0$674,503$0$0$0
JENNIFER KOLB
CHIEF MEDICAL OFFICER$300,976$0$24,450$0$630$0$12,600$0$42,898$0$381,554$0$0$0
DONNA NOGAY
CHIEF GROWTH OFFICER$301,139$0$27,452$0$5,129$0$12,602$0$28,819$0$375,141$0$0$0
CHANTELL TAYLOR
CHIEF OF PUBLIC AFFAIRS & ADV.$306,160$0$27,450$0$966$0$12,600$0$23,798$0$370,974$0$0$0
SIMON SURAN
CHIEF FINANCE & OPERATING OFFICER$255,761$0$32,950$0$630$0$10,600$0$34,348$0$334,289$0$0$0
DANIEL PACE
CHIEF DEVELOPMENT OFFICER$216,319$0$19,980$0$420$0$9,306$0$35,279$0$281,304$0$0$0
WILLIAM TATE HEUER
VP, FED ADVOCACY$214,488$0$6,595$0$855$0$9,034$0$31,354$0$262,326$0$0$0
KIMBERLY WILLIAMS
VP, HEALTH EQUITY & COMMUNITY$234,909$0$6,250$0$630$0$7,015$0$13,116$0$261,920$0$0$0
PATRICIA BEESON
CHIEF HR OFFICER$192,614$0$17,819$0$2,677$0$7,759$0$13,094$0$233,963$0$0$0
SONDRA DEPALMA
VP, REIM. & PROFESS PRACTICE$194,333$0$5,850$0$922$0$8,028$0$13,492$0$222,625$0$0$0
ANTHONY MAGGIORE III
VP, EVENT STRATEGY$164,120$0$4,739$0$166$0$6,826$0$28,776$0$204,627$0$0$0
MARY KABZA SR DIRECTOR
WEB STRATEGY (THRU 08/15/25)$137,638$0$5,529$0$31,015$0$4,927$0$12,413$0$191,522$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1APER POLICY, AAPA PROVIDES TRAVEL FOR COMPANIONS FOR ITS BOARD PRESIDENT AND VICE PRESIDENT/SPEAKER OF THE HOUSE TO ITS ANNUAL CONFERENCE. THIS BENEFIT IS CONSIDERED A NECESSARY BUSINESS EXPENSE AND IS NOT INCLUDED IN TAXABLE COMPENSATION TO THOSE RECEIVING THE BENEFIT.
PART I, LINE 4AMARY KABZA RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $29,419 DURING CALENDAR YEAR 2025.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4AAPA BYLAWS (UPDATED JUNE 2025) AMENDED AS A FOLLOW UP TO REQUIRED 5-YEAR REVIEW, NO CHANGE BUT REAFFIRMED BA POLICY 2300.3.3. POLICY MANUAL (UPDATED JUNE 2025) AMENDED TO ADD THE CREATION OF JOINT BOD/HOD TASK FORCE FORCES POLICY TO ENSURE CONSISTENCY AND TRANSPARENCY IN THE ESTABLISHMENT OF JOINT TASK FORCES. STUDENT ACADEMY POLICY MANUAL (UPDATED JUNE 2025) AMENDED TO ADD SA-L_100.4.2.4 INDICATING THAT THE STUDENT APPOINTED TO THE PAF TRUSTEE ROLE IS NOT ELIGIBLE TO SIMULTANEOUSLY HOLD A SEPARATE VOTING POSITION ON THE STUDENT ACADEMY BOARD OF DIRECTORS AND TO ADD SA-H-200.2 TO INCLUDE VERBIAGE ADDRESSING WITH THE EXCEPTION OF THE STUDENT ACADEMY CHIEF DELEGATE, SEATED STUDENT BOARD MEMBERS ARE NOT ELIGIBLE TO HOLD THE STUDENT DELEGATE POSITION DURING THE SAME TERM AS THEIR STUDENT BOARD ROLE. CONFLICT OF INTEREST POLICY (UPDATED JUNE 2025) AMENDED TO USE PLAIN LANGUAGE IN LIEU OF LEGAL PHRASES, CLARIFYING WORDING AROUND FAMILY AND FAMILIAL RELATIONSHIPS, CLARIFYING ACTIONS NECESSARY WHEN IDENTIFYING A CONFLICT OR POTENTIAL CONFLICT, CLARITY ADDED TO COMMITTEE, COMMISSION, WORKGROUP, OR TASK FORCE MEMBER FILING AND RELATED CHAIR ACTIONS, AND CODIFYING THE READING OF/ADDITION TO THE BOARD OF DIRECTORS AGENDA OF THE CONFLICT OF INTEREST STATEMENT. BOARD OF DIRECTORS POLICY MANUAL (UPDATED AUGUST 2025) AMENDED TO ADDRESS ROUTINE EDITS DUE TO CHANGE IN LEADERSHIP; CLARIFYING LANGUAGE TO REINFORCE ROLES WITH AUTOMATIC SUCCESSION, ADDING STATEMENT REGARDING BOD MEMBERS FROM REFRAINING FROM MAKING PUBLIC STATEMENTS WITHOUT CONSULTATION, UPDATING HEALTHCARE ORGANIZATION LIAISON TERMINOLOGY, PROVIDE APPROPRIATE POLICY CROSS REFERENCES FOR AAPA GRADUATE ADVISOR AND THE PAEA GRADUATE ADVISOR POSITION, AND OTHER EDITORIAL CHANGES FOR STYLE AND CONSISTENCY.
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS THE FOLLOWING MEMBERS: FELLOW MEMBERS - A FELLOW MEMBER SHALL BE A PA WHO IS A GRADUATE OF A PA PROGRAM ACCREDITED BY THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA), OR BY ONE OF ITS PREDECESSOR AGENCIES (COMMITTEE ON ALLIED HEALTH EDUCATION AND ACCREDITATION [CAHEA], COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS [CAAHEP]) OR WHO HAS PASSED THE PHYSICIAN ASSISTANT NATIONAL CERTIFYING EXAMINATION (PANCE) ADMINISTERED BY THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS (NCCPA) OR AN EXAMINATION ADMINISTERED BY ANOTHER AGENCY APPROVED BY THE ACADEMY. FELLOW MEMBERS MUST SATISFY SUCH CONTINUING MEDICAL AND/OR MEDICALLY RELATED EDUCATIONAL REQUIREMENTS AS MAY BE PRESCRIBED BY THE ACADEMY. NON-CLINICAL FELLOW MEMBERS WILL NOT BE REQUIRED TO MAINTAIN CONTINUING MEDICAL EDUCATION (CME). FELLOW MEMBERS SHALL BE ENTITLED TO VOTE AND HOLD OFFICE. STUDENT MEMBERS - A STUDENT MEMBER IS AN INDIVIDUAL WHO IS ENROLLED IN AN ARC-PA OR SUCCESSOR AGENCY APPROVED PA PROGRAM. STUDENT MEMBERS ARE ONLY ELIGIBLE TO HOLD ELECTED OFFICE IN THE STUDENT ACADEMY OR AS OTHERWISE PROVIDED IN THESE BYLAWS. THE STUDENT BOARD OF DIRECTORS AND APPORTIONED STUDENT MEMBERS OF THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE IN AAPA GENERAL ELECTIONS. AFFILIATE MEMBERS - AFFILIATE MEMBERS SHALL CONSIST OF INDIVIDUALS FROM OTHER HEALTH PROFESSIONS, REPRESENTATIVES OF BUSINESSES ENGAGED IN SELLING PRODUCTS OR SERVICES TO PAS, OR INDIVIDUALS WHO DO NOT QUALIFY FOR ANY OTHER MEMBERSHIP CATEGORY AND DESIRE TO ASSOCIATE WITH THE ACADEMY. AFFILIATE MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. HONORARY MEMBERS - HONORARY MEMBERSHIP MAY BE CONFERRED BY THE ACADEMY UPON NON-PAS WHO HAVE RENDERED DISTINGUISHED SERVICE TO THE PA PROFESSION. HONORARY MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. ALL HONORARY MEMBERS SHALL BE EXEMPT FROM THE PAYMENT OF DUES. RETIRED MEMBERS - A RETIRED MEMBER SHALL BE A PA WHO IS A FORMER FELLOW MEMBER WHO HAS CHOSEN TO RETIRE FROM THE PROFESSION AND OPTS TO BE CLASSIFIED AS A RETIRED MEMBER. RETIRED MEMBERS SHALL BE ENTITLED TO VOTE BUT SHALL NOT HOLD OFFICE. PRE-PA MEMBERS - A PRE-PA MEMBER IS AN INDIVIDUAL WHO PLANS TO APPLY TO PA SCHOOL. PRE-PA MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE.
FORM 990, PART VI, SECTION A, LINE 7AFOR THE BOARD OF DIRECTORS ELECTIONS, ELIGIBLE VOTERS ARE FELLOW AND RETIRED MEMBERS, AND MEMBERS OF THE STUDENT ACADEMY BOARD OF DIRECTORS AND THE STUDENT DELEGATION OF THE HOUSE OF DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. FOR HOUSE OF DELEGATES ELECTIONS, ELIGIBLE VOTERS ARE SEATED DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. THE STUDENT ACADEMY PRESIDENT, WHO SERVES AS THE STUDENT DIRECTOR ON THE BOARD OF DIRECTORS, IS ELECTED BY STUDENT MEMBERS WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION.
FORM 990, PART VI, SECTION A, LINE 7BTO BE ADOPTED, AN AMENDMENT TO THE BYLAWS SHALL BE APPROVED BY THE BOARD OF DIRECTORS AND BY A TWO-THIRDS VOTE OF ALL DELEGATES PRESENT AND VOTING OF THE HOUSE OF DELEGATES. THE ACADEMY SHALL HAVE A HOUSE OF DELEGATES, WHICH SHALL REPRESENT THE INTEREST OF THE MEMBERSHIP. THE HOUSE OF DELEGATES SHALL EXERCISE THE SOLE AUTHORITY ON BEHALF OF THE ACADEMY TO ENACT POLICIES ESTABLISHING THE COLLECTIVE VALUES, PHILOSOPHIES, AND PRINCIPLES OF THE PA PROFESSION. THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE ON AMENDMENTS TO THE BYLAWS ON BEHALF OF THE MEMBERS IN ACCORDANCE WITH ARTICLE XIV.
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS PROVIDED TO THE AAPA FINANCE COMMITTEE AND GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CI. THE BOD IS RESPONSIBLE FOR THE AAPA CONFLICT OF INTEREST AND DISCLOSURE POLICIES. ALL LEADERS ARE SUBJECT TO THE POLICY, INCLUDING COMPLETION OF THE DISCLOSURE FORM INCLUDED AS PART OF THIS POLICY. II. THE INTERNAL AFFAIRS COMMITTEE (IAC) OF THE AAPA BOD WILL ADMINISTER AND MONITOR COMPLIANCE WITH THIS POLICY FOR ALL LEADERS. III. THE HOUSE OF DELEGATES (HOD) IS RESPONSIBLE FOR THE ADMINISTRATION OF THE POLICY AMONG DELEGATES AS DEFINED IN THE HOUSE STANDING RULES. HOWEVER, ANY DELEGATE FOUND TO HAVE AN UNRESOLVABLE CONFLICT WILL BE BROUGHT TO THE ATTENTION OF THE IAC FOR SUBSEQUENT REVIEW. IV. THE IAC, WITH THE AID OF LEGAL COUNSEL, WILL MAKE THE INITIAL DETERMINATION OF WHETHER A PARTICULAR TRANSACTION, RELATIONSHIP OR OTHER ARRANGEMENT MAY CONSTITUTE AN ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST AND WILL COMMUNICATE ITS FINDING TO THE LEADER IN QUESTION. - FOLLOWING ACTIONS ARE TAKEN IF CONFLICT ARISES: I. DIRECT CONFLICT - WHERE THERE IS A DIRECT CONFLICT (E.G., AAPA IS CONSIDERING A TRANSACTION WITH A CONSULTING COMPANY IN WHICH A DIRECTOR OR A DIRECTOR'S FAMILY MEMBER HAS A FINANCIAL INTEREST), THE LEADER WITH THE CONFLICT SHOULD RECUSE FROM ANY CONSIDERATION OF, OR WORK REGARDING, THE TRANSACTION, INCLUDING DOCUMENTS, DELIBERATION, AND VOTING. IF IT IS DETERMINED THAT THE CONFLICT IS SUCH THAT THE LEADER CANNOT CONTINUE WITH AAPA, THEY SHOULD RESIGN OR BE REMOVED FROM THEIR SERVICE TO AAPA. II. INFORMATIONAL CONFLICT - WHERE INFORMATION IS PROVIDED OR AVAILABLE TO A LEADER THAT COULD BENEFIT THE LEADER OR POTENTIALLY HARM AAPA (E.G. WHERE A LEADER HAS A FINANCIAL INTEREST IN A CONSULTING COMPANY AND AAPA HAS DECIDED TO OPERATE A PROGRAM THAT WOULD COMPETE WITH THE CONSULTING COMPANY), THE LEADER WITH THE CONFLICT SHALL NOT HAVE ACCESS TO DOCUMENTS AND DISCUSSIONS THAT COULD PROVIDE A MATERIAL ADVANTAGE. THE LEADER COULD STILL RECEIVE GENERAL UPDATES ON THE MATTER IN QUESTION, BUT NOTHING THAT COULD PROVIDE A MATERIAL ADVANTAGE TO THE LEADER. III. GENERAL CONFIDENTIALITY REQUIREMENT - WHERE INFORMATION IS PROVIDED TO AN AAPA LEADER THAT WOULD NOT NECESSARILY BENEFIT THE OUTSIDE INTERESTS OF A LEADER, THERE IS STILL AN OBLIGATION FOR THE LEADER TO ONLY USE THE INFORMATION FOR AAPA PURPOSES AND TO REFRAIN FROM DISCLOSING IT. LEADERS ARE REQUIRED TO CERTIFY THEIR COMPLIANCE WITH THE GENERAL CONFIDENTIALITY. REVIEW OCCURS WHENEVER THERE IS AN ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST FROM A COVERED TRANSACTION AND ALL DECISIONS ARE DOCUMENTED IN THE BOARD MINUTSE.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION FOR THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES IS REVIEWED AND APPROVED BY INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. INDIVIDUALS WITH A CONFLICT OF INTEREST, INCLUDING THE AFFECTED OFFICER OR KEY EMPLOYEE, DO NOT PARTICIPATE IN DISCUSSIONS OR VOTES REGARDING THEIR OWN COMPENSATION WHEN APPLICABLE. IN SETTING COMPENSATION, THE BOARD RELIES ON APPROPRIATE COMPARABILITY DATA, INCLUDING AN ANNUAL INDEPENDENT COMPENSATION SURVEY PERFORMED BY QUATT, AND DOCUMENTS ITS DETERMINATIONS CONTEMPORANEOUSLY IN THE BOARD MEETING MINUTES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC BY KEEPING A PUBLIC INSPECTION 990 ON FILE AT THE HEADQUARTERS OFFICE AFTER IT HAS BEEN COMPLETED AND FILED WITH IRS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AAPA ALSO PUTS AN ELECTRONIC COPY OF GOVERNING DOCUMENTS, POLICIES, TAX RETURNS, AND FINANCIAL STATEMENTS ON THE AAPA WEBSITE FOR PUBLIC INSPECTION PURPOSE.
FORM 990, PART IX, LINE 11GPROFESSIONAL FEES 3,229,336. PAYROLL AND PENSION SERVICE FEE 50,817.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA
2318 MILL ROADALEXANDRIAVA22314541071370EMPOWERS THE PA PROFESSION TO IMPACT THE HEALTH & WELLNESS OF THE COMMUNITYVA501(C)(3)LINE 12A, IAMERICAN ACADEMY OF PHYSICIAN ASSOCIATESYes (1)
AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES POLITICAL ACTION COMMITTEE
2318 MILL ROADALEXANDRIAVA22314541132594POLITICAL ACTIVITIESVA527AMERICAN ACADEMY OF PHYSICIAN ASSOCIATESYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
PHYSICIAN ASSOCIATE FOUNDATION
E$97,310ACTUAL COST
PHYSICIAN ASSOCIATE FOUNDATION
Q$502,839ACTUAL COST
PHYSICIAN ASSOCIATE FOUNDATION
R$115,000ACTUAL COST