PULMONARY HYPERTENSION ASSOCIATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PULMONARY HYPERTENSION ASSOCIATION INC (EIN 65-0880021)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202403099349302560
- Schema version
- 2023v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T16:32:30-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390974031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEGNER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 419 N LEE ST | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 223142301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650880021 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PULMONARY HYPERTENSION | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PULM | BusinessNameControlTxt |
| Phone | 3015653004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 14TH STREET NW 150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATIAS GRANATO | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3015653004 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GLENN MILLER CPA | PreparerPersonNm |
| PTIN | P00086726 | PTIN |
| Phone | 7035190990 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MATIAS GRANATO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 14TH STREET NW 150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,311,632 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | PHASSOCIATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4115 | TotalVolunteersCnt |
| Total Gross UBI | $166,819 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $51,399 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,262,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,889,956 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $381,538 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,211,062 | CYProgramServiceRevenueAmt |
| PY Investment Income | $420,668 | PYInvestmentIncomeAmt |
| CY Investment Income | $586,263 | CYInvestmentIncomeAmt |
| PY Other Revenue | $233,931 | PYOtherRevenueAmt |
| CY Other Revenue | $166,076 | CYOtherRevenueAmt |
| PY Total Revenue | $6,298,792 | PYTotalRevenueAmt |
| CY Total Revenue | $7,853,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $220,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,094,255 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,732,833 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $910,974 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,213,268 | PYOtherExpensesAmt |
| CY Other Expenses | $3,518,845 | CYOtherExpensesAmt |
| PY Total Expenses | $6,357,695 | PYTotalExpensesAmt |
| CY Total Expenses | $7,471,678 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$58,903 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $381,679 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,639,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,525,243 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,605,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,623,305 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $19,034,057 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,901,938 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,415,808 | ExpenseAmt |
| Grant | $220,000 | GrantAmt |
| Revenue | $659,822 | RevenueAmt |
| Desc | IN 2023, PHA PRODUCED A VARIETY OF EDUCATIONAL RESOURCES FOR PH PATIENTS AND THEIR FAMILIES INCLUDING 24 VIDEOS REPRESENTING A MIX OF LIVE WEBINARS AND PRE-RECORDED CONTENT, IN-PERSON LEARNING DAYS IN SAN DIEGO AND BOSTON, AND A SPANISH TRANSLATION OF OUR GUIDE FOR NEWLY DIAGNOSED PATIENTS, NAVIGATING PULMONARY HYPERTENSION. PHA SUPPORT GROUPS HELD 351 MEETINGS SERVING 4,353 ATTENDEES (NON-UNIQUE). VOLUNTEERS STAFFING PHA'S PATIENT-TO-PATINET SUPPORT LINE RESPONDED TO 100-150 CALLS PER MONTH, AND PHA LAUNCHED A 10TH VOLUNTEER-MODERATED FACEBOOK PAGE, THIS ONE FOCUING ON TRANSPLANT. PH ADVOCATES SENT MORE THAN 700 MESSAGES TO CONGRESS, REACHING 235 LEGISLATIVE OFFICES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $765,561 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $551,240 | RevenueAmt |
| Desc | PULMONARY HYPERTENSION ASSOCIATION REGISTRY (PHAR): ACCREDITED PHCC'S HAVE AN OPPORTUNITY TO PARTICIPATE IN PHAR AS BOTH A QUALITY IMPROVEMENT PROCESS AND RESEARCH ACTIVITY. A PATIENT REGISTRY IS AN ORGANIZED SYSTEM THAT COLLECTS DATA TO EVALUATE CERTAIN OUTCOMES FOR A POPULATION OF PEOPLE WITH A MEDICAL CONDITION AND IS A USEFUL TOOL FOR QUALITY IMPROVEMENT OF CARE AND FOR RESEARCH OF RARE DISEASES SUCH AS PH. PHAR COLLECTS DATA FROM WHO GROUP 1 PH (PULMONARY ARTERIAL HYPERTENSIONPAH) AND WHO GROUP 4 PH (CHRONIC THROMBOEMBOLIC PULMONARY HYPERTENSIONCTEPH) WHO ARE STARTING EVALUATION AND/OR TREATMENT AT AN ACCREDITED PHCC. DATA IS COLLECTED IN CONJUCNTION WITH ROUTINE PH CARE TEAMVISITS APPROXIMATELY EVERY 3-6 MONTHS. AT THE END OF 2023, THERE WERE 71 CENTERS PARTICIPATING AND 2,834 PATIENTS EVER ENROLLED IN PHAR. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,181,369 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERESITA ESPOSITO | PersonNm |
| Phone | 3015653004 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1121 14TH ST NW STE 150 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TONY LAHNSTON | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TRACI STEWART RN MSN CHFN | |||||||
| CHAIR ELECT | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICOLE M CREECH | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COLLEEN CONNOR | |||||||
| SECRETARY/ASSISTANT TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COLLEEN BRUNETTI M ED CHC | |||||||
| IMMEDIATE PAST CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TODD BULL MD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MURALI M CHAKINALA MD FCCP | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RAMONA DOYLE MD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA RYAN HEMNES MD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY JACKSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL KOPPELMAN PHD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE LENTZ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE FERDINAND LIU MD MPH FAA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA MAGNESS MSN APRN CNP-AC | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE NAPLE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MONICA PENARANDA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE RAMIREZ | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG TAYLOR | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DELPHINE YUNG MD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MATT WALL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSIE KOHLER ESQ THROUGH JUNE 2023 | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MATIAS GRANATO | |||||||
| PRESIDENT & CEO | 37.50 | Yes (X) | $299,744 | $0 | $11,990 | ||
| TERESITA ESPOSITO | |||||||
| VP - FINANCE & OPERATIONS | 37.50 | Yes (X) | $163,945 | $0 | $6,558 | ||
| KEVIN HEYEN | |||||||
| VP - DEVELOPMENT | 37.50 | $161,471 | $0 | $6,459 | Yes (X) | ||
| ELIZABETH JOSELOFF | |||||||
| VP - QUALITY CARE & RESEARCH | 37.50 | $156,044 | $0 | $16,056 | Yes (X) | ||
| KAREN SMAALDERS | |||||||
| VP - COMMUNICATIONS & MARKETING | 37.50 | $144,671 | $0 | $12,227 | Yes (X) | ||
| KATHERINE KRONER | |||||||
| VP - ADVOCACY & PATIENT ENGAGEMENT | 37.50 | $147,631 | $0 | $5,905 | Yes (X) | ||
| LAVINA GROVER | |||||||
| VP - MEETINGS | 37.50 | $132,016 | $0 | $5,281 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,205,522 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $64,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CORNERSTONE MEDICAL COMMUNICATIONS | |||||
| 560 SHERWOOD PARKWAY | WESTFIELD | NJ | 07090 | MEDICAL EDUCATION | $414,342 |
| THE UNIVERSITY OF WASHINGTON | |||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | PROGRAM MANAGEMENT SERVICES | $292,974 |
| CORE CREATIVE | |||||
| 600 W VIRGINIA ST STE 700 | MILWAUKEE | WI | 53204 | PROGRAM MANAGEMENT SERVICES | $260,022 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $274,872 | FundraisingAmt |
| Government Grants | $565,127 | GovernmentGrantsAmt |
| All Other Contributions | $5,049,957 | AllOtherContributionsAmt |
| Total Contributions | $5,889,956 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $425,516 | $425,516 |
| ACCREDITATION INCOME | 541900 | $350,540 | $350,540 |
| MEETINGS AND REGISTRATION | 611430 | $234,306 | $234,306 |
| REGISTRY AND DATA ENGAGEMENT SERV | 518210 | $200,700 | $200,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,211,062 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $589,936 | TotalRevenueColumnAmt |
| Exclusion | $589,936 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,290,580 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,294,253 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,673 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,673 | TotalRevenueColumnAmt |
| Exclusion | -$3,673 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $129,062 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $274,872 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $152,512 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$23,450 | TotalRevenueColumnAmt |
| Exclusion | -$23,450 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $317 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $11,510 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,193 | TotalRevenueColumnAmt |
| Exclusion | -$11,193 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING REVENUE | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $200,719 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $166,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,900 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $200,719 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,853,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,211,062 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $166,819 | UnrelatedBusinessRevenueAmt |
| Exclusion | $585,520 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,000 | TotalAmt |
| Program Services | $220,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,237 | TotalAmt |
| Program Services | $314,280 | ProgramServicesAmt |
| Management And General | $91,896 | ManagementAndGeneralAmt |
| Fundraising | $76,061 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,676,022 | TotalAmt |
| Program Services | $1,743,585 | ProgramServicesAmt |
| Management And General | $509,354 | ManagementAndGeneralAmt |
| Fundraising | $423,083 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,294 | TotalAmt |
| Program Services | $54,604 | ProgramServicesAmt |
| Management And General | $16,334 | ManagementAndGeneralAmt |
| Fundraising | $12,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,692 | TotalAmt |
| Program Services | $170,898 | ProgramServicesAmt |
| Management And General | $51,122 | ManagementAndGeneralAmt |
| Fundraising | $38,672 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,588 | TotalAmt |
| Program Services | $150,191 | ProgramServicesAmt |
| Management And General | $43,415 | ManagementAndGeneralAmt |
| Fundraising | $36,982 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,684 | TotalAmt |
| Program Services | $15,395 | ProgramServicesAmt |
| Management And General | $6,289 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,307 | TotalAmt |
| Management And General | $28,307 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,422 | TotalAmt |
| Program Services | $48,422 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,948 | TotalAmt |
| Management And General | $65,948 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $517,588 | TotalAmt |
| Program Services | $421,541 | ProgramServicesAmt |
| Management And General | $69,863 | ManagementAndGeneralAmt |
| Fundraising | $26,184 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,147 | TotalAmt |
| Program Services | $36,723 | ProgramServicesAmt |
| Fundraising | $3,424 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,870 | TotalAmt |
| Program Services | $144,046 | ProgramServicesAmt |
| Management And General | $106,637 | ManagementAndGeneralAmt |
| Fundraising | $42,187 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,188 | TotalAmt |
| Program Services | $86,576 | ProgramServicesAmt |
| Management And General | $167,134 | ManagementAndGeneralAmt |
| Fundraising | $55,478 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,713 | TotalAmt |
| Program Services | $159,782 | ProgramServicesAmt |
| Management And General | $35,957 | ManagementAndGeneralAmt |
| Fundraising | $42,974 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,706 | TotalAmt |
| Program Services | $50,484 | ProgramServicesAmt |
| Management And General | $16,217 | ManagementAndGeneralAmt |
| Fundraising | $28,005 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,629 | TotalAmt |
| Program Services | $685,468 | ProgramServicesAmt |
| Management And General | $37,203 | ManagementAndGeneralAmt |
| Fundraising | $25,958 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,834 | TotalAmt |
| Management And General | $99,834 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,592 | TotalAmt |
| Program Services | $50 | ProgramServicesAmt |
| Management And General | $32,542 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM EXPENSE | $449,678 | $351,696 | $97,982 | |
| MEDICAL EDUCATION | $414,342 | $414,342 | ||
| ACCREDITATION FEES | $104,388 | $104,388 | ||
| DUES AND SUBSCRIPTIONS | $11,809 | $8,898 | $1,628 | $1,283 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,471,678 | TotalAmt |
| Program Services | $5,181,369 | ProgramServicesAmt |
| Management And General | $1,379,335 | ManagementAndGeneralAmt |
| Fundraising | $910,974 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,779,984 | BOYAmt |
| EOY | $1,898,517 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,218 | BOYAmt |
| EOY | $128,777 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,105 | BOYAmt |
| EOY | $1,160,864 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,000 | BOYAmt |
| EOY | $82,979 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,510 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,451 | BOYAmt |
| EOY | $234,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,251,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $657,145 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,769 | BOYAmt |
| EOY | $593,935 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,363,694 | BOYAmt |
| EOY | $18,676,539 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $223,812 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,715,613 | BOYAmt |
| EOY | $1,525,658 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,639,344 | BOYAmt |
| EOY | $24,525,243 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,443 | BOYAmt |
| EOY | $770,321 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $438,750 | BOYAmt |
| EOY | $649,695 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,433,094 | BOYAmt |
| EOY | $2,203,289 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,605,287 | BOYAmt |
| EOY | $3,623,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,194,341 | BOYAmt |
| EOY | $9,399,350 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,839,716 | BOYAmt |
| EOY | $11,502,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,034,057 | BOYAmt |
| EOY | $20,901,938 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,639,344 | BOYAmt |
| EOY | $24,525,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $381,679 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,486,202 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,604,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,899,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,533,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,262,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,889,956 | CurrentTaxYearAmt |
| Total | $27,189,985 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,604,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,899,433 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,533,494 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,262,655 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,889,956 | CurrentTaxYearAmt |
| Total | $27,189,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,320,944 | SubstantialContributorsTotAmt |
| Public Support Total170 | $15,869,041 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $353,736 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,179 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $335,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $390,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589,936 | CurrentTaxYearAmt |
| Total | $1,884,954 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308,783 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $134,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $237,950 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,739 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,048 | CurrentTaxYearAmt |
| Total | $850,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $29,925,459 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,942,649 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.53030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,422 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,422 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,423,256 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,471,678 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $523,584 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $130,896 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $385,943 | CurrentYearMinus3Amt |
| Current Year Minus2 | $412,592 | CurrentYearMinus2Amt |
| Current Year Minus1 | $467,885 | CurrentYearMinus1Amt |
| Current Year | $523,584 | CurrentYearAmt |
| Total | $1,790,004 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,685,006 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $47,896 | CurrentYearMinus3Amt |
| Current Year Minus2 | $47,837 | CurrentYearMinus2Amt |
| Current Year Minus1 | $47,829 | CurrentYearMinus1Amt |
| Current Year | $48,422 | CurrentYearAmt |
| Total | $191,984 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $96,486 | CurrentYearMinus3Amt |
| Current Year Minus2 | $103,148 | CurrentYearMinus2Amt |
| Current Year Minus1 | $116,971 | CurrentYearMinus1Amt |
| Current Year | $130,896 | CurrentYearAmt |
| Total | $447,501 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $671,252 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,459,179 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $458,180 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $112,671 | OtherExpendituresAmt |
| Administrative Expenses | $65,948 | AdministrativeExpensesAmt |
| End Year Balance | $3,738,740 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,100,259 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$558,605 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,475 | OtherExpendituresAmt |
| End Year Balance | $3,459,179 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,804,126 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $384,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,469 | OtherExpendituresAmt |
| End Year Balance | $4,100,259 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,608,105 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $283,878 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $87,857 | OtherExpendituresAmt |
| End Year Balance | $3,804,126 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,255,664 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $470,353 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,912 | OtherExpendituresAmt |
| End Year Balance | $3,608,105 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.60280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $796,267 | OtherCostOrOtherBasisAmt |
| Depreciation | $290,890 | DepreciationAmt |
| Book Value | $505,377 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $454,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,255 | DepreciationAmt |
| Book Value | $88,558 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $593,935 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $42,930 |
| OPERATING LEASE RIGHT-OF-USE ASSETS | $1,482,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,525,658 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $2,203,289 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,203,289 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,437,633 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,486,202 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$65,948 | OtherRevenueAmt |
| Revenue Not Reported | $1,420,254 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,017,379 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$164,022 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$164,022 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,853,357 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,569,752 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $164,022 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $164,022 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,405,730 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,948 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $65,948 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,471,678 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT IS A DONOR-RESTRICTED FUND ESTABLISHED TO SUPPORT RESEARCH, SCHOLARSHIPS, AND SUPPORT GROUPS FOR THOSE AFFECTED BY PULMONARY HYPERTENSION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -65,948. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -152,512. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 10B -11,510. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 152,512. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 10B 11,510. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DRIVING FORE A CURE | Event1Nm |
| Gross Receipts Event1 | $88,330 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $14,420 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $73,910 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $15,961 | OtherDirectExpensesEvent1Amt |
| Event2 | PH IN THE PARK | Event2Nm |
| Gross Receipts Event2 | $46,193 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,828 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $14,365 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $33,783 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 18 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $269,411 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $228,624 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $40,787 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $102,768 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $403,934 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $274,872 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $129,062 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $152,512 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $152,512 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$23,450 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | RESEARCH AWARDS | GrantTypeTxt |
| Recipient | 4 | RecipientCnt |
| Cash Grant | $220,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 1.SCHEDULED REPORTING: GRANTEES MUST PROVIDE BOTH INTERIM AND FINAL FINANCIAL AND PROGRESS REPORTS. FOR EXAMPLE, INSTITUTIONS MUST PROVIDE AN INTERIM FINANCIAL REPORT AFTER THE FIRST YEAR OF FUNDING AND A FINAL REPORT WITHIN 60 DAYS AFTER THE GRANT PERIOD ENDS. 2.PROGRESS REVIEW: SCIENTIFIC PROGRESS IS EVALUATED TO ENSURE ALIGNMENT WITH THE GRANT'S AIMS. THE CONTINUATION OF FUNDING FOR THE SECOND YEAR IS CONTINGENT UPON SATISFACTORY PROGRESS IN THE FIRST YEAR. 3.THE SLC RESEARCH COMMITTEE REVIEWS THE SCIENTIFIC REPORTS FOR SUFFICIENT PROGRESS AND REPORTING. 4.FUND ALLOCATION CHECK: INSTITUTIONS MAY REQUEST THE CARRYOVER OF UNUSED FUNDS, SUBJECT TO JUSTIFICATION AND APPROVAL, WHICH HELPS VERIFY THAT ALL EXPENDITURES ARE WITHIN THE APPROVED BUDGET AND PROJECT SCOPE. 5.CONFLICT MONITORING: AWARDEES ARE REQUIRED TO DISCLOSE ANY OTHER GRANTS RECEIVED DURING THE PHA AWARD TERM. OUR SCIENTIFIC LEADERSHIP COUNCIL RESEARCH COMMITTEE THEN REVIEWS FOR POTENTIAL OVERLAP IN SCIENTIFIC OBJECTIVES OR BUDGETARY USE, ENSURING NO DUPLICATION OF FUNDING. 6.THE FINANCIAL REPORTS ARE REVIEWED BY PHA STAFF COMPARING WITH THE BUDGET JUSTIFICATION THAT WAS INCLUDED IN THE GRANT APPLICATION. THE BUDGET IS REVIEWED BY THE SLC REVIEWERS DURING THE GRANT REVIEW PROCESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MATIAS GRANATO | ||||||||||||||
| PRESIDENT & CEO | $299,726 | $0 | $0 | $0 | $18 | $0 | $11,990 | $0 | $0 | $0 | $311,734 | $0 | $0 | $0 |
| ELIZABETH JOSELOFF | ||||||||||||||
| VP - QUALITY CARE & RESEARCH | $152,294 | $0 | $3,722 | $0 | $28 | $0 | $6,242 | $0 | $9,814 | $0 | $172,100 | $0 | $0 | $0 |
| TERESITA ESPOSITO | ||||||||||||||
| VP - FINANCE & OPERATIONS | $163,945 | $0 | $0 | $0 | $0 | $0 | $6,558 | $0 | $0 | $0 | $170,503 | $0 | $0 | $0 |
| KEVIN HEYEN | ||||||||||||||
| VP - DEVELOPMENT | $160,095 | $0 | $1,364 | $0 | $12 | $0 | $6,459 | $0 | $0 | $0 | $167,930 | $0 | $0 | $0 |
| KAREN SMAALDERS | ||||||||||||||
| VP - COMMUNICATIONS & MARKETING | $143,534 | $0 | $1,061 | $0 | $76 | $0 | $5,787 | $0 | $6,440 | $0 | $156,898 | $0 | $0 | $0 |
| KATHERINE KRONER | ||||||||||||||
| VP - ADVOCACY & PATIENT ENGAGEMENT | $141,150 | $0 | $6,469 | $0 | $12 | $0 | $5,905 | $0 | $0 | $0 | $153,536 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A | THE PULMONARY HYPERTENSION ASSOCIATION, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, EXTENSIS VI, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF THE PULMONARY HYPERTENSION ASSOCIATION, INC., HOWEVER, EXTENSIS VI, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM EXTENSIS VI, LLC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE CPA FIRM PRIOR TO FILING AND PROVIDES FORM 990 TO THE FULL BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE ASSOCIATION REQUIRES ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO BE DISCLOSED TO HUMAN RESOURCES. IF AN ACTUAL OR POTENTIAL CONLICT OF INTEREST IS DETERMINED TO EXIST, THE ASSOCIATION WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO APPROPRIATELY ADDRESS THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE, OF THE BOARD OF TRUSTEES, WORKS WITH AN EXTERNAL RECRUITING FIRM, WHO CONDUCTS A COMPARISON OF PRESIDENT/CEO COMPENSATION AMOUNT LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY FOR THE PRESIDENT/CEO. HUMAN RESOURCES UTILIZES COMPENSATION CONSULTANTS, MARKET DATA, COMPENSATION SURVEYS, AND PERFORMANCE REVIEW TO DETERMINE ANNUAL INCREASES FOR ALL EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION'S FINANCIAL STATEMENTS AND 990 ARE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE AND BY PUBLIC REQUEST. |
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