2024-11-14T14:32:14-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 237256856 ASSOCIATION FOR PROFESSIONAL IN INFECTION CONTROL & EPIDEMOLOGY INC ASSO 2027891890 1400 CRYSTAL DRIVE 900 ARLINGTON VA 222024153 DEVIN JOPP CEO 2027891890 2024-11-14 1 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 2024-10-15 2023 2024-10-15 13:58:12Z DEVIN JOPP 1400 CRYSTAL DRIVE 900 ARLINGTON VA 222024153 18907876 0 X WWW.APIC.ORG X 1972 MA APIC'S MISSION IS TO CREATE A SAFER WORLD THROUGH PREVENTION OF INFECTION. APIC'S PURPOSE IS TO INFLUENCE, SUPPORT, AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND EPIDEMIOLOGY. 17 16 92 450 86455 57239 167093 2129754 11389498 11638059 101142 439791 3439963 2967657 15097696 17175261 0 0 0 0 6965485 9442111 0 0 0 7268459 10472774 14233944 19914885 863752 -2739624 20915545 19083690 7876028 8038581 13039517 11045109 APIC'S MISSION IS TO CREATE A SAFER WORLD THROUGH PREVENTION OF INFECTION. APIC'S PURPOSE IS TO INFLUENCE, SUPPORT, AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND EPIDEMIOLOGY. 0 0 4664274 7020499 EDUCATIONAL CONFERENCES AND COURSES INCLUDE THE ANNUAL SCIENTIFIC & EDUCATIONAL CONFERENCE HELD IN MINNEAPOLIS, MN. BASIC EDUCATIONAL COURSES FOR PROFESSIONALS ENTERING THE FIELD OF INFECTION PREVENTION, AND TOPICAL CONFERENCES WHERE INFORMATION ON THE MOST RELEVANT INFECTION PREVENTION TOPICS ARE PRESENTED AND DISCUSSED. THE CONFERENCES PROVIDE A BROAD SPECTRUM OF EDUCATIONAL OPPORTUNITIES AND INFORMATION TO HEALTH PROFESSIONALS, ADMINISTRATORS, AND GOVERNMENT OFFICIALS. 1897630 2858236 APIC JOURNAL, APIC TEXT ONLINE AND OTHER EDUCATIONAL BOOKS AND PUBLICATIONS ARE DISTRIBUTED TO APIC MEMBERS, SUBSCRIBERS AND CUSTOMERS. THE PUBLICATIONS PROVIDE EDUCATION AND INFORMATION ON SPECIFIC TOPICS WITHIN THE FIELD OF INFECTION PREVENTION AND DEVELOPMENT. 3276502 2746678 PROFESSIONAL PRACTICE AND PROGRAMS ARE ACTIVITIES THAT ADVANCE THE FIELD OF INFECTION PREVENTION HEALTH CARE FACILITIES AND OTHER ORGANIZATIONS THAT HAVE AN INTEREST IN INFECTION PREVENTION. THESE ACTIVITIES ARE FUNDED THROUGH APIC MEMBERSHIP DUES AND SERVE ALL APIC MEMBERS. 3302341 1167749 3302341 1167749 13140747 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 106 0 1 92 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MA X ALLEN LASSINGER 2027891890 1400 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 222024153 DEVIN JOPP CEO 40.00 X X 497487 0 69746 ANN MARIE PETTIS INMMEDIATE PAST PRESDIENT 5.00 X X 0 0 0 LINDA DICKEY PRESIDENT 5.00 X X 0 0 0 ERICA WASHINGTON SECRETARY 5.00 X X 0 0 0 DEBORAH PATTERSON BURSALL DIRECTOR 2.00 X 0 0 0 PATRICA METCALF JACKSON PRESIDENT - ELECT 2.00 X 0 0 0 JILL HOLDSWORTH DIRECTOR 2.00 X 0 0 0 ROY BOUKIDJIAN DIRECTOR 2.00 X 0 0 0 CAROL MCLAY TREASURER 2.00 X 0 0 0 TIMOTHY LANDERS DIRECTOR 2.00 X 0 0 0 LISA CAFFERY DIRECTOR 2.00 X 0 0 0 JOSEPH SCALETTA DIRECTOR 2.00 X 0 0 0 KATIE CARY DIRECTOR 2.00 X 0 0 0 KAROLINE SPERLING DIRECTOR 2.00 X 0 0 0 MICHAEL DEICHEN DIRECTOR 2.00 X 0 0 0 GAIL THURMOND DIRECTOR 2.00 X 0 0 0 ANGELA VASSALLO DIRECTOR 2.00 X 0 0 0 BARBARA LONG CHIEF OF STAFF 40.00 X 179509 0 27966 ALLEN LASSINGER VP, FINANCE 40.00 X 221276 0 31231 LESLIE KRETZU CEO, APIC CONSULTING 40.00 X 305097 0 36833 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 40.00 X 194543 0 42128 ELIZABETH GARMEN VP, COMMUNICATIONS 40.00 X 191734 0 28385 ALEXANDR GUMBAR SR. DIRECTOR, IT 40.00 X 170874 0 37731 SARA MILLER VP, MEMBERSHIP 40.00 X 178197 0 15399 LETTY KLUTTZ VP, EDUCATION 40.00 X 195908 0 25730 2134625 0 315149 19 0 1 0 PROJECTION PRESENTATION TECHNOLOGY PO BOX 890472 CHARLOTTE NC 28289 AUDIO VISUAL, ANNUAL CONFERENCE 640889 CENTERPLATE 1 INDEPENDENCE POINTE SUITE 305 GREENVILLE SC 29615 CATERING SERVICES, ANNUAL CONFERENCE 386256 FONTEVA 3033 WILSON BLVD SUITE 700-OFFICE ARLINGTON VA 22201 SOFTWARE IMPLEMENTATION SERVICES 353541 FREEMAN PO BOX 660613 DALLAS TX 75266 EVENT SET-UP, ANNUAL CONFERENCE 219167 DELCOR TECHNOLOGY SOLUTIONS INC 8380 COLESVILLE RD 550 SILVER SPRING MD 20910 OUTSOURCED IT MANAGEMENT 199311 11 1037878 1091876 2129754 REGISTRATION FEES 900099 3985424 3985424 CONFERENCE AND EDUCATION 900099 3035075 3035075 MEMBERSHIP DUES 900099 2746678 2746678 PUBLICATION 513190 1144836 1058381 86455 PRODUCTS 900099 515921 515921 210125 210125 11638059 223905 223905 726099 726099 1798781 1582895 215886 215886 215886 1223529 149720 1073809 1073809 MISCELLANEOUS 900099 1167749 1167749 1167749 17175261 13793162 86455 1165890 X 1369145 1131228 237917 6438277 3282217 3156060 504206 258820 245386 472561 243912 228649 657922 368214 289708 140002 140002 612711 612711 41866 41866 2191332 1991556 199776 296570 296570 947836 539068 408768 2061874 1799783 262091 559329 257291 302038 996045 786946 209099 1697325 1635421 61904 156902 72175 84727 64275 40537 23738 TEMPORARY HELP 283637 220603 63034 SUBSCRIPTIONS 191672 120884 70788 RECRUITMENT 170678 95522 75156 TAXES 60720 60720 19914885 13140747 6774138 0 219 219 5179169 3080429 1099448 1017010 56170 31684 81990 319243 2747987 2297230 603098 450757 9787668 10930805 4107783 3253543 20915545 19083690 1171178 2091826 2783638 2620028 3921212 3326727 7876028 8038581 X 12919517 10925109 120000 120000 13039517 11045109 20915545 19083690 -2739624 745216 0 X X 0 1 X 1 1 1 X 933304 179698 525244 167093 2129754 3935093 10830772 5801753 8827203 11222630 11551604 48233962 11764076 5981451 9352447 11389723 13681358 52169055 3146 3146 0 3146 3146 52165909 853164 1091032 1085342 1397931 950004 5377473 853164 1091032 1085342 1397931 950004 5377473 51877 34968 72762 166868 86455 412930 195171 3303878 864365 1356102 5719516 12864288 10411329 11374916 14310624 14717817 63678974 0.81920 0.81810 0.08440 0.08150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 25000 0 0 0 1 3539 0 0 28539 0 PART II-B, LINE 1: LOBBYING EXPENES WERE FOR PAID STAFF, OVERHEAD AND TRAVEL REIMBURSEMENTS TO PROMOTE FUNDING AND LEGISLATION AFFECTING INFECTION PREVENTION AND PATIENT SAFETY. 1031321 622370 408951 801919 767780 34139 914747 907080 7667 450757 INVESTMENT IN APIC CONSULTING 505000 DEPOSITS 47807 457(B) INVESTMENTS 144133 DUE (TO) FROM IPCB 6748 DUE FROM APIC CONSULTING 232008 DUE FROM CBIC 218093 RIGHT OF USE ASSET 2099754 3253543 OPERATING LEASE LIABILITY 3234363 DEFERRED COMPENSATION 92364 3326727 X PART X, LINE 2: APIC IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND IS SUBJECT TO TAX ON NET INCOME UNRELATED TO THEIR RESPECTIVE EXEMPT PURPOSES, UNLESS OTHERWISE EXCLUDED BY THE IRC. APIC HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. X X X X X 0 0 0 0 0 0 0 0 0 DEVIN JOPP CEO 383481 0 114006 0 0 0 36400 0 33346 0 567233 0 0 0 LESLIE KRETZU CEO, APIC CONSULTING 215574 0 89523 0 0 0 20740 0 16093 0 341930 0 0 0 ALLEN LASSINGER VP, FINANCE 220276 0 1000 0 0 0 17814 0 13417 0 252507 0 0 0 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 193543 0 1000 0 0 0 16716 0 25412 0 236671 0 0 0 LETTY KLUTTZ VP, EDUCATION 194908 0 1000 0 0 0 14467 0 11263 0 221638 0 0 0 ELIZABETH GARMEN VP, COMMUNICATIONS 190734 0 1000 0 0 0 15447 0 12938 0 220119 0 0 0 ALEXANDR GUMBAR SR. DIRECTOR, IT 169874 0 1000 0 0 0 14467 0 23264 0 208605 0 0 0 BARBARA LONG CHIEF OF STAFF 178509 0 1000 0 0 0 14634 0 13332 0 207475 0 0 0 SARA MILLER VP, MEMBERSHIP 177197 0 1000 0 0 0 14220 0 1179 0 193596 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS A PRIVILEGE AND IS ACHIEVED BY COMPLIANCE WITH THE BYLAWS. 1) ACTIVE MEMBERSHIP ACTIVE MEMBERS SHALL BE INDIVIDUALS OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY VOTE IN ELECTIONS, SERVE ON COMMITTEES, AND HOLD ELECTED OFFICE. 2) ASSOCIATE MEMBERSHIP ASSOCIATE MEMBERS SHALL BE INDIVIDUALS NOT ACTIVELY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE. 3) RETIRED MEMBERSHIP RETIRED MEMBERS SHALL BE INDIVIDUALS WHO ARE NO LONGER EMPLOYED IN ANY CAPACITY AND WHO HAVE HAD FIVE CONSECUTIVE YEARS OF ACTIVE OR ASSOCIATE APIC MEMBERSHIP PRIOR TO RETIREMENT. RETIRED MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE, HOWEVER, THEY MAY SERVE IN APPOINTED CAPACITIES. 4) HONORARY MEMBERSHIP HONORARY MEMBERS SHALL BE INDIVIDUALS ELECTED TO THIS CATEGORY BY THE BOARD OF DIRECTORS IN RECOGNITION OF THEIR CONTRIBUTION TO THE ASSOCIATION. HONORARY MEMBERS SHALL NOT BE OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE OR MANAGEMENT OF INFECTION CONTROL OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY SERVE THE ASSOCIATION IN ANY MANNER MUTUALLY AGREEABLE TO THEMSELVES AND TO THE BOARD OF DIRECTORS, BUT MAY NOT VOTE OR HOLD ELECTED OFFICE. 5) LIFETIME MEMBERSHIP LIFETIME MEMBERS SHALL BE INDIVIDUALS ELECTED TO THIS CATEGORY BY THE BOARD INFECTION CONTROL & EPIDEMIOLOGY INC. 23-7256856 ASSOCIATION FOR PROFESSIONALS IN OF DIRECTORS IN RECOGNITION OF THEIR CONTRIBUTION TO THE FIELD OF INFECTION CONTROL AND/OR THE ASSOCIATION. LIFETIME MEMBERS ARE THOSE INDIVIDUALS WHO ARE CURRENTLY OR HAVE BEEN OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY VOTE IN ELECTIONS, SERVE ON COMMITTEES, AND HOLD ELECTED OFFICE. 6) PATRON MEMBERSHIP PATRON MEMBERS SHALL BE ORGANIZATIONS OR GROUPS INTERESTED IN SUPPORTING THE ASSOCIATION. SUCH MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE. 7) STUDENT MEMBERSHIP INDIVIDUALS ENROLLED FULL-TIME IN AN ACCREDITED INSTITUTION, PRIOR TO THE AWARD OF AN ASSOCIATES OR BACHELOR'S DEGREE. SUCH MEMBERS MAY NOT VOTE OR HOLD OFFICE; HOWEVER, MAY SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE AND LIFETIME MEMBERS HAVE VOTING POWER FOR ELECTIONS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE GOVERNING DOCUMENTS ARE APPROVED BY A VOTE OF THE MEMBERSHIP VOTING. FORM 990, PART VI, SECTION B, LINE 11B ALL SUPPORTING SCHEDULES AND INFORMATION IS PROVIDED AND COMPILED DURING INFECTION CONTROL & EPIDEMIOLOGY INC. 23-7256856 ASSOCIATION FOR PROFESSIONALS IN THE ANNUAL AUDIT. THE 990 IS COMPLETED BY APIC'S TAX FIRM AND IS REVIEWED IN DETAIL BY THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS, THE CEO, CFO AND EVP ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DECLARATION. THEY MUST ACKNOWLEDGE THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AT EACH BOARD CALL OR MEETING. ALL BOARD MEMBERS ARE REQUIRED TO DECLARE ANY NEW CONFLICTS OF INTEREST. THE CEO REVIEWS DECLARATIONS AND THEY ARE POSTED ON THE BOARD OF DIRECTOR PORTAL FOR ACCESS BY ALL BOARD MEMBERS. THE CONFLICTS ARE MANAGED BY THE BOARD OF DIRECTORS AND RESTRICTIONS ARE IMPOSED CONTINGENT ON THE EXTENT OF THE CONFLICT. THE PERSON WITH A CONFLICT, IF EGREGIOUS, WILL RECUSE THEMSELVES FROM THE DISCUSSION AND THE VOTE, IF APPLICABLE. OTHER ACTIONS AS DETERMINED BY THE BOARD OF DIRECTORS COULD BE NON-PARTICIPATION IN THE DISCUSSION AND/OR ABSTAINING THE PERSON FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A SALARY SURVEYS ARE USED TO COMPARE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER AND TOP MANAGEMENT OFFICIALS. THE COMPENSATION COMMITTEE APPROVES THE CHIEF EXECUTIVE OFFICER'S SALARY AND THEN DOCUMENTS ITS DECISION IN CONTEMPORANEOUS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 APIC MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,991,556. MANAGEMENT AND GENERAL EXPENSES 199,776. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,191,332. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. CERTIFICATION BOARD OF INFECTION 555 WELLS STREET SUITE 110 MILWAUKEE WI 53202 042760899 CREDENTIALING MA 501 (C)(6) APIC 1 APIC CONSULTING SERVICES INC 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 22202 262299922 CONSULTING VA APIC C 10939153 4253133 1.00000 0 CERTIFICATION BOARD OF INFECTION CONTROL AND EPIDEMIOLOGYINC 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 22202 042760899 CREDENTIALING VA APIC C 1627327 2664867 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 APIC CONSULTING SERVICES INC Q 3095820 ACTUAL COST CERTIFICATION BOARD OF INFECTION CONTROL AND EPIDEMIOLOGY INC Q 1284156 ACTUAL COST