2024-11-04T16:32:30-06:00 2023-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2023-01-01 650880021 THE PULMONARY HYPERTENSION ASSOCIATION INC PULM 3015653004 1121 14TH STREET NW 150 WASHINGTON DC 20005 MATIAS GRANATO PRESIDENT AND CEO 3015653004 2024-11-04 1 1 GLENN MILLER CPA P00086726 7035190990 2024-10-30 2023 2024-10-15 13:58:12Z X MATIAS GRANATO 1121 14TH STREET NW 150 WASHINGTON DC 20005 11311632 0 X PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 20 20 0 4115 166819 51399 5262655 5889956 381538 1211062 420668 586263 233931 166076 6298792 7853357 50172 220000 0 0 3094255 3732833 0 0 910974 3213268 3518845 6357695 7471678 -58903 381679 22639344 24525243 3605287 3623305 19034057 20901938 TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 0 0 4415808 220000 659822 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. 765561 0 551240 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. 5181369 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 32 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD FL VA TX MA CA OR MO MN OK PA WI GA DE IA IN MT NE SD WY VT AZ LA X X TERESITA ESPOSITO 3015653004 1121 14TH ST NW STE 150 WASHINGTON DC 20005 TONY LAHNSTON CHAIR 3.00 X X 0 0 0 TRACI STEWART RN MSN CHFN CHAIR ELECT 3.00 X X 0 0 0 NICOLE M CREECH TREASURER 3.00 X X 0 0 0 COLLEEN CONNOR SECRETARY/ASSISTANT TREASURER 3.00 X X 0 0 0 COLLEEN BRUNETTI M ED CHC IMMEDIATE PAST CHAIR 3.00 X 0 0 0 TODD BULL MD TRUSTEE 3.00 X 0 0 0 MURALI M CHAKINALA MD FCCP TRUSTEE 3.00 X 0 0 0 RAMONA DOYLE MD TRUSTEE 3.00 X 0 0 0 ANNA RYAN HEMNES MD TRUSTEE 3.00 X 0 0 0 KIMBERLY JACKSON TRUSTEE 3.00 X 0 0 0 MITCHELL KOPPELMAN PHD TRUSTEE 3.00 X 0 0 0 MIKE LENTZ TRUSTEE 3.00 X 0 0 0 MICHELLE FERDINAND LIU MD MPH FAA TRUSTEE 3.00 X 0 0 0 MELISSA MAGNESS MSN APRN CNP-AC TRUSTEE 3.00 X 0 0 0 MIKE NAPLE TRUSTEE 3.00 X 0 0 0 MONICA PENARANDA TRUSTEE 3.00 X 0 0 0 DIANE RAMIREZ TRUSTEE 3.00 X 0 0 0 DOUG TAYLOR TRUSTEE 3.00 X 0 0 0 DELPHINE YUNG MD TRUSTEE 3.00 X 0 0 0 MATT WALL TRUSTEE 3.00 X 0 0 0 JESSIE KOHLER ESQ THROUGH JUNE 2023 TRUSTEE 3.00 X 0 0 0 MATIAS GRANATO PRESIDENT & CEO 37.50 X 299744 0 11990 TERESITA ESPOSITO VP - FINANCE & OPERATIONS 37.50 X 163945 0 6558 KEVIN HEYEN VP - DEVELOPMENT 37.50 X 161471 0 6459 ELIZABETH JOSELOFF VP - QUALITY CARE & RESEARCH 37.50 X 156044 0 16056 KAREN SMAALDERS VP - COMMUNICATIONS & MARKETING 37.50 X 144671 0 12227 KATHERINE KRONER VP - ADVOCACY & PATIENT ENGAGEMENT 37.50 X 147631 0 5905 LAVINA GROVER VP - MEETINGS 37.50 X 132016 0 5281 1205522 0 64476 8 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION 414342 THE UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DR CHICAGO IL 60693 PROGRAM MANAGEMENT SERVICES 292974 CORE CREATIVE 600 W VIRGINIA ST STE 700 MILWAUKEE WI 53204 PROGRAM MANAGEMENT SERVICES 260022 3 274872 565127 5049957 5889956 MEMBERSHIP DUES 900099 425516 425516 ACCREDITATION INCOME 541900 350540 350540 MEETINGS AND REGISTRATION 611430 234306 234306 REGISTRY AND DATA ENGAGEMENT SERV 518210 200700 200700 1211062 589936 589936 3290580 3294253 -3673 -3673 -3673 129062 274872 152512 -23450 -23450 317 11510 -11193 -11193 ADVERTISING REVENUE 541800 200719 166819 33900 200719 7853357 1211062 166819 585520 220000 220000 482237 314280 91896 76061 2676022 1743585 509354 423083 83294 54604 16334 12356 260692 170898 51122 38672 230588 150191 43415 36982 21684 15395 6289 28307 28307 48422 48422 65948 65948 517588 421541 69863 26184 40147 36723 3424 292870 144046 106637 42187 309188 86576 167134 55478 238713 159782 35957 42974 94706 50484 16217 28005 748629 685468 37203 25958 99834 99834 32592 50 32542 PROGRAM EXPENSE 449678 351696 97982 MEDICAL EDUCATION 414342 414342 ACCREDITATION FEES 104388 104388 DUES AND SUBSCRIPTIONS 11809 8898 1283 1628 7471678 5181369 1379335 910974 1779984 1898517 1058218 128777 682105 1160864 189000 82979 11510 0 145451 234162 1251080 657145 693769 593935 16363694 18676539 0 223812 1715613 1525658 22639344 24525243 653443 770321 80000 0 438750 649695 2433094 2203289 3605287 3623305 X 7194341 9399350 11839716 11502588 19034057 20901938 22639344 24525243 381679 1486202 0 X 0 1 X 1 0 X 6604447 3899433 5533494 5262655 5889956 27189985 6604447 3899433 5533494 5262655 5889956 27189985 11320944 15869041 353736 215179 335886 390217 589936 1884954 308783 134000 237950 94739 75048 850520 29925459 3942649 0.53030 0.48840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 48422 48422 7423256 7471678 523584 130896 0 0 385943 412592 467885 523584 1790004 2685006 47896 47837 47829 48422 191984 96486 103148 116971 130896 447501 671252 3459179 458180 112671 65948 3738740 4100259 -558605 82475 3459179 3804126 384602 88469 4100259 3608105 283878 87857 3804126 3255664 470353 117912 3608105 0.00000 0.60280 0.39720 0 0 796267 290890 505377 454813 366255 88558 593935 SECURITY DEPOSIT 42930 OPERATING LEASE RIGHT-OF-USE ASSETS 1482728 1525658 LEASE LIABILITIES 2203289 2203289 9437633 1486202 -65948 1420254 8017379 -164022 -164022 7853357 7569752 164022 164022 7405730 65948 65948 7471678 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. DRIVING FORE A CURE 88330 14420 73910 15961 PH IN THE PARK 46193 31828 14365 33783 18 269411 228624 40787 102768 403934 274872 129062 152512 152512 -23450 1 RESEARCH AWARDS 4 220000 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 MATIAS GRANATO PRESIDENT & CEO 299726 0 0 0 18 0 11990 0 0 0 311734 0 0 0 ELIZABETH JOSELOFF VP - QUALITY CARE & RESEARCH 152294 0 3722 0 28 0 6242 0 9814 0 172100 0 0 0 TERESITA ESPOSITO VP - FINANCE & OPERATIONS 163945 0 0 0 0 0 6558 0 0 0 170503 0 0 0 KEVIN HEYEN VP - DEVELOPMENT 160095 0 1364 0 12 0 6459 0 0 0 167930 0 0 0 KAREN SMAALDERS VP - COMMUNICATIONS & MARKETING 143534 0 1061 0 76 0 5787 0 6440 0 156898 0 0 0 KATHERINE KRONER VP - ADVOCACY & PATIENT ENGAGEMENT 141150 0 6469 0 12 0 5905 0 0 0 153536 0 0 0 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.