2026-05-14T09:25:24-05:00 2025-12-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2025-01-01 237067770 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC AMER 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 LISA GABLES CHIEF EXECUTIVE OFFICER 7038362272 2026-05-12 1 SUE ROBISON P00560072 2062814444 2026-05-12 2025 2025-03-06 01:10:19Z LISA GABLES 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 64861068 0 X WWW.AAPA.ORG X 1968 VA TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES. 13 12 123 666 0 0 2454750 2256323 23310093 25485005 2902899 3607937 3143500 3671803 31811242 35021068 929471 687133 0 0 16279950 17117776 0 0 0 15906704 14075708 33116125 31880617 -1304883 3140451 41017056 44031748 22505115 22277766 18511941 21753982 TO 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. 0 0 THE PROMOTION OF QUALITY, COST-EFFECTIVE, AND ACCESSIBLE HEALTH CARE, AS WELL AS THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF PHYSICIAN ASSOCIATES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 306 0 1 123 1 0 0 0 0 1 1 0 0 0 X 13 12 0 0 1 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 VA X X DAVID M CAPOSSELA 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 TODD A PICKARD - PRES CHAIR OF THE BOARD (BEG 07/01/25) 4.00 0.00 X X 4480 0 0 DAVID BUNNELL PRESIDENT-ELECT (BEG 07/01/25) 4.00 0.00 X X 0 0 0 JASON PREVELIGE IMME. PAST PRE. (BEG 07/01/25) 4.00 0.00 X X 17440 0 0 LESLIE CLAYTON VP/SPEAKER OF THE HOUSE 4.00 0.00 X X 0 0 0 KRIS PYLES-SWEET SECRETARY-TREASURER 2.00 2.00 X X 5120 0 0 DANIEL COLL DIRECTOR-AT-LARGE (BEG 07/01/25) 4.00 0.00 X 1750 0 0 KATHERINE GEEBAH FOOTRACER DIRECTOR-AT-LARGE 2.00 0.00 X 6400 0 0 PAOLA GONZALEZ DIRECTOR-AT-LARGE 2.00 0.00 X 2560 0 0 REBECCA LOVELESS DIRECTOR-AT-LARGE (BEG 07/01/25) 2.00 0.00 X 9450 0 0 BRITTANY STRELOW DIRECTOR-AT-LARGE (BEG 07/01/25) 2.00 0.00 X 15585 0 0 YASMINE AFFES STUDENT DIRECTOR (BEG 07/01/25) 2.00 0.00 X 640 0 0 PEGGY WALSH SHERYKA DIRECTOR, FIRST VICE SPEAKER 2.00 0.00 X 0 0 0 RACHEL WEINZIMMER DIRECTOR, SECOND VICE SPEAKER 2.00 0.00 X 0 0 0 FOLUSHO OGUNFIDITIMI IMME. PAST PRE. (THRU 06/30/25) 2.00 0.00 X X 0 0 0 BRITTNY DAWKINS STUDENT DIRECTOR (THRU 06/30/25) 2.00 0.00 X 0 0 0 DEANNA BRIDGE NAJERA DIRECTOR-AT-LARGE (THRU 06/30/25) 2.00 0.00 X 0 0 0 ERIC P MARTINEZ DIRECTOR-AT-LARGE (THRU 06/30/25) 2.00 0.00 X 0 0 0 ASHTON OGLE DIRECTOR-AT-LARGE (THRU 06/30/25) 2.00 0.00 X 0 0 0 LISA GABLES CHIEF EXECUTIVE OFFICER 35.00 2.50 X 623112 0 51391 SIMON SURAN CHIEF FINANCE & OPERATING OFFICER 37.50 0.00 X 289341 0 44948 CHANTELL TAYLOR CHIEF OF PUBLIC AFFAIRS & ADV. 37.50 0.00 X 334576 0 36398 PATRICIA BEESON CHIEF HR OFFICER 37.50 0.00 X 213110 0 20853 DONNA NOGAY CHIEF GROWTH OFFICER 37.50 0.00 X 333720 0 41421 JENNIFER KOLB CHIEF MEDICAL OFFICER 27.50 10.00 X 326056 0 55498 DANIEL PACE CHIEF DEVELOPMENT OFFICER 37.50 0.00 X 236719 0 44585 KIMBERLY WILLIAMS VP, HEALTH EQUITY & COMMUNITY 37.50 0.00 X 241789 0 20131 WILLIAM TATE HEUER VP, FED ADVOCACY 37.50 0.00 X 221938 0 40388 SONDRA DEPALMA VP, REIM. & PROFESS PRACTICE 37.50 0.00 X 201105 0 21520 MARY KABZA SR DIRECTOR WEB STRATEGY (THRU 08/15/25) 37.50 0.00 X 174182 0 17340 ANTHONY MAGGIORE III VP, EVENT STRATEGY 37.50 0.00 X 169025 0 35602 3428098 0 430075 55 0 1 0 FREEMAN 14221 N DALLAS PARKWAY STE 200 DALLAS TX 75254 MEETING AUDIO SERVICES 1103173 SERVICE AMERICA 700 14TH STREET DENVER CO 80202 MEETING F&B 588715 HYATT REGENCY 650 15TH STREET DENVER CO 80202 MEETING AUDIO SERVICES/F&B 462281 RICOH USA INC 300 EAGLEVIEW BLVD EXTON PA 19341 SOFTWARE/HARDWARE SERVICES 452898 FREEMAN DECORATING PO BOX 734596 DALLAS TX 75373 MEETING AUDIO SERVICES/F&B 422864 31 649114 1607209 2256323 MEMBERSHIP DUES 900099 16210459 16210459 MEETING/CONVENTION 900099 6458369 6458369 CONTINUING EDUCATION 900099 1761860 1761860 SPONSORSHIPS 900099 1054317 1054317 25485005 922726 922726 3586437 3586437 32525211 29840000 2685211 2685211 2685211 62644 0 62644 62644 SETTLEMENT CHECK 900099 20000 20000 MISCELLANEOUS INCOME 900099 2722 2722 22722 35021068 24493332 0 8271413 X 115000 572133 2706603 11227062 462057 1743055 978999 123995 63812 240000 322619 3280153 619661 94689 1747174 1215971 778523 3531271 1930 168181 91135 BANK & CC FEES 622829 DUES & SUBSCRIPTIONS 385614 SUBCONTRACTOR-GRANT EXP 271422 COMMISSIONS & FEES 170460 346269 31880617 1776212 2673417 62725 1602081 795216 692934 1091854 1285562 9629387 9460012 305727 169375 30465288 32108802 6520034 5499577 41017056 44031748 2218879 2591581 12245870 12878086 8040366 6808099 22505115 22277766 X 18511941 21753982 18511941 21753982 41017056 44031748 3140451 101590 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 16210459 697050 -248334 448716 697050 -248334 1907880 1907880 0 7721507 7552132 169375 169375 DEFERRED COMPENSATION 119777 DUE FROM RELATED PARTIES 97310 RIGHT-OF-USE ASSET 5282490 5499577 DEFERRED COMPENSATION PAYABLE 119777 DUE TO RELATED PARTIES 17835 LEASE LIABILITY 6670487 6808099 X 35005397 101590 205358 306948 34698449 322619 322619 35021068 31792148 234150 234150 31557998 322619 322619 31880617 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. 1 PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA 2318 MILL ROAD ALEXANDRIA VA 22314 541071370 501(C)(3) 115000 0 GENERAL SUPPORT 1 0 STIPENDS AND HONORARIUM 414 461882 0 AWARDS AND GIFTS 130 95051 0 SPONSORSHIPS AND DONATIONS 1 15000 0 PART I, LINE 2: THE ORGANIZATION REQUIRES REGULAR REPORTING AND RECONCILIATION FOR ITS GRANTEES. X 1 1 X X X X 1 0 0 LISA GABLES CHIEF EXECUTIVE OFFICER 581917 0 39389 0 1806 0 37500 0 13891 0 674503 0 0 0 JENNIFER KOLB CHIEF MEDICAL OFFICER 300976 0 24450 0 630 0 12600 0 42898 0 381554 0 0 0 DONNA NOGAY CHIEF GROWTH OFFICER 301139 0 27452 0 5129 0 12602 0 28819 0 375141 0 0 0 CHANTELL TAYLOR CHIEF OF PUBLIC AFFAIRS & ADV. 306160 0 27450 0 966 0 12600 0 23798 0 370974 0 0 0 SIMON SURAN CHIEF FINANCE & OPERATING OFFICER 255761 0 32950 0 630 0 10600 0 34348 0 334289 0 0 0 DANIEL PACE CHIEF DEVELOPMENT OFFICER 216319 0 19980 0 420 0 9306 0 35279 0 281304 0 0 0 WILLIAM TATE HEUER VP, FED ADVOCACY 214488 0 6595 0 855 0 9034 0 31354 0 262326 0 0 0 KIMBERLY WILLIAMS VP, HEALTH EQUITY & COMMUNITY 234909 0 6250 0 630 0 7015 0 13116 0 261920 0 0 0 PATRICIA BEESON CHIEF HR OFFICER 192614 0 17819 0 2677 0 7759 0 13094 0 233963 0 0 0 SONDRA DEPALMA VP, REIM. & PROFESS PRACTICE 194333 0 5850 0 922 0 8028 0 13492 0 222625 0 0 0 ANTHONY MAGGIORE III VP, EVENT STRATEGY 164120 0 4739 0 166 0 6826 0 28776 0 204627 0 0 0 MARY KABZA SR DIRECTOR WEB STRATEGY (THRU 08/15/25) 137638 0 5529 0 31015 0 4927 0 12413 0 191522 0 0 0 PART I, LINE 1A PER 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 4A MARY KABZA RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $29,419 DURING CALENDAR YEAR 2025. FORM 990, PART VI, SECTION A, LINE 4 AAPA 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 6 THE 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 7A FOR 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 7B TO 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 11B THE 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 12C I. 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 15 COMPENSATION 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 19 THE 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 11G PROFESSIONAL FEES 3,229,336. PAYROLL AND PENSION SERVICE FEE 50,817. PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA 2318 MILL ROAD ALEXANDRIA VA 22314 541071370 EMPOWERS THE PA PROFESSION TO IMPACT THE HEALTH & WELLNESS OF THE COMMUNITY VA 501(C)(3) LINE 12A, I AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 1 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES POLITICAL ACTION COMMITTEE 2318 MILL ROAD ALEXANDRIA VA 22314 541132594 POLITICAL ACTIVITIES VA 527 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 PHYSICIAN ASSOCIATE FOUNDATION E 97310 ACTUAL COST PHYSICIAN ASSOCIATE FOUNDATION Q 502839 ACTUAL COST PHYSICIAN ASSOCIATE FOUNDATION R 115000 ACTUAL COST