2022-12-02T13:29:43-06:00 2021-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-01-01 237067770 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC AMER 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 LISA GABLES CEO 7038362272 2022-12-02 1 LISA GABLES XXX-XX-XXXX MEREDITH BELL P01696827 2022932200 2022-11-15 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z LISA GABLES 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 33846703 0 X WWW.AAPA.ORG X 1968 VA TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PAS. 13 13 106 642 0 0 971217 2439275 7372782 20755666 420683 1573899 672213 2856852 9436895 27625692 15013 61144 0 0 6355575 13109382 0 0 0 3924517 10703818 10295105 23874344 -858210 3751348 31262085 37287618 17562340 15537716 13699745 21749902 TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PAS, 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 PAS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 126 0 1 106 1 0 0 0 0 1 1 0 0 0 X 13 13 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 JENNIFER JENN M OROZCO PRESIDENT 4.00 X X 0 0 0 FOLUSHO OGUNFIDITIMI PRESIDENT-ELECT BEGINNING 11/21 4.00 X X 0 0 0 BETH R SMOLKO IMMEDIATE PAST PRESIDENT 4.00 X X 0 0 0 TODD PICKARD VICE PRESIDENT/ SPEAKER OF THE HOUSE 4.00 X X 0 0 0 LAUREN G DOBBS SECRETARY-TREASURER 4.00 X X 0 0 0 JEREMY ADLER DIRECTOR-AT-LARGE 2.00 X 0 0 0 LESLIE CLAYTON DIRECTOR/ FIRST VICE SPEAKER OF THE HOUSE 2.00 X 0 0 0 MARIAH LEROUX STUDENT DIRECTOR 2.00 X 0 0 0 BETHANY GRUBB DIRECTOR-AT-LARGE 2.00 X 0 0 0 ERIC MARTINEZ DIRECTOR-AT-LARGE 2.00 X 0 0 0 DEANNA BRIDGE NAJERA DIRECTOR-AT-LARGE 2.00 X 0 0 0 DESMOND WATT DIRECTOR-AT-LARGE 2.00 X 0 0 0 PEGGY WALSH DIRECTOR/ SECOND VICE SPEAKER OF THE HOUSE 2.00 X 0 0 0 CDR BILLY S COLLINS DIRECTOR-AT-LARGE THRU 6/21 2.00 X 0 0 0 DAVID E MITTMAN IMMEDIATE PAST PRESIDENT THRU 6/21 4.00 X X 0 0 0 DIANE M BRUESSOW PRESIDENT-ELECT THRU 6/21 4.00 X X 0 0 0 KATIE GANSER STUDENT DIRECTOR THRU 6/21 2.00 X 0 0 0 STEPHEN D LEWIA DIRECTOR-AT-LARGE THRU 6/21 2.00 X 0 0 0 WILLIAM T REYNOLDS JR VICE PRESIDENT/ SPEAKER OF THE HOUSE THRU 6/21 4.00 X X 0 0 0 LISA GABLES CEO 40.00 X 502982 0 40668 DONNA NOGAY SVP MKT & MS 40.00 X 288611 0 34546 KAREN MORGAN SVP COVN 40.00 X 277369 0 35454 ANIL RAVANDUR VP IT 40.00 X 223863 0 37487 DANIEL PACE VP EDU 40.00 X 198270 0 30027 MICHAEL POWE VP RP ADV 40.00 X 220994 0 33710 1712089 0 211892 54 0 1 0 GMMB 3050 K STREET NW GMMB INVOICE SUIT WASHINGTON DC 20007 PROFESSIONAL SERVICES 796630 MEDICALL LOGIX LLC 130 W MAIN ST STE 144 COLLEGEVILLE PA 19426 PROFESSIONAL SERVICES 442085 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DRIVE CHICAGO IL 60693 PROFESSIONAL SERVICES 419900 FREEMAN 3801 ADLER DR SUITE 150 DALLAS TX 75211 PROFESSIONAL SERVICES 330000 THE FRANCE FONDATION 8431 SOLUTIONS CENTER CHICAGO IL 60677 PROFESSIONAL SERVICES 244700 23 320744 2118531 2439275 MEMBERSHIP DUES 900099 12471574 12471574 MEETING/CONVENTION 900099 6692472 6692472 SPONSORSHIPS 900099 932550 932550 PROGRAM SERVICES 900099 659070 659070 20755666 342623 342623 2763902 2763902 7452287 6221011 1231276 1231276 1231276 60607 0 60607 60607 MAILING LIST 900099 29316 29316 OTHER INCOME 900099 3027 3027 32343 27625692 19883723 0 5302694 61144 544542 10234076 323542 1239206 768016 2740043 402300 65306 234819 2041551 406537 617538 123120 1201616 87871 546692 47704 694020 79914 DUES & SUBSCRIPTIONS 570967 COMMISIONS & FEES 313526 STIPENDS & HONORARIUM 240610 TEMPORARY HELP 82086 207598 23874344 1389926 4606916 412601 1026028 693221 897111 9467557 8258775 1875922 1208782 26668397 29458360 222018 90421 31262085 37287618 1177542 2155810 8493710 9062965 5500000 1999900 2391088 2319041 17562340 15537716 X 13687745 21733055 12000 16847 13699745 21749902 31262085 37287618 X 3751348 1450883 2847926 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 12471574 591252 -157403 433849 653510 -219661 1907880 1907880 0 7559677 6350895 1208782 1208782 DEFERRED RENT 2200733 DEFERRED COMPENSATION PAYABLE 58146 DUE TO PAC 16847 DUE TO PAF 43315 2319041 29021881 1450883 180125 1631008 27390873 234819 234819 27625692 23733019 93494 93494 23639525 234819 234819 23874344 PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE 180,125. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 93,494. 0 ADVENTIST HEALTH SYSTEMS 601 E ROLLINS STREET ORLANDO FL 328031248 590724459 501(C)(3) 8000 0 SMALL RESEARCH GRANT UT SOUTHWESTERN MEDICAL CENTER 1050 N STEMMONS FREEWAY STE 5010 DALLAS TX 75207 756002868 501(C)(3) 9000 0 SMALL RESEARCH GRANT UNIVERSITY OF MARYLAND 620 W LEXINGTON STREET 4TH FLOOR BALTIMORE MD 21201 526002033 501(C)(3) 20000 0 SMALL RESEARCH GRANT 3 0 PART I, LINE 2: THE ORGANIZATION REQUIRES REGULAR REPORTING AND RECONCILIATION FROM ITS GRANTEES. X 1 1 X X X X X 0 0 0 LISA GABLES CEO 474740 0 27000 0 1242 0 29192 0 12368 0 544542 0 0 0 DONNA NOGAY SVP MKT & MS 235509 0 49538 0 3564 0 9908 0 33680 0 332199 0 0 0 KAREN MORGAN SVP COVN 237043 0 36762 0 3564 0 9803 0 29531 0 316703 0 0 0 ANIL RAVANDUR VP IT 192289 0 29783 0 1791 0 7942 0 32387 0 264192 0 0 0 MICHAEL POWE VP RP ADV 194178 0 19958 0 6858 0 7983 0 26467 0 255444 0 0 0 DANIEL PACE VP EDU 169419 0 28495 0 356 0 7613 0 40854 0 246737 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. 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. EXCEPT AS OTHERWISE PROVIDED IN THESE BYLAWS, STUDENT MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. NOTWITHSTANDING THE PRECEDING SENTENCE, ONE STUDENT SHALL BE ELECTED BY ELIGIBLE STUDENT MEMBERS TO SIT ON THE BOARD OF DIRECTORS AND THIS STUDENT DIRECTOR SHALL HAVE ALL RIGHTS AND PRIVILEGES OF ANY OTHER MEMBER OF SUCH BOARD. AFFILIATE MEMBERS. AFFILIATE MEMBERS SHALL CONSIST OF INDIVIDUALS APPROVED BY THE MEMBERSHIP DIVISION OF THE NATIONAL OFFICE FROM THE HEALTH PROFESSIONS WHO DESIRE TO ASSOCIATE WITH THE ACADEMY. AFFILIATE MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. SUSTAINING MEMBERS. SUSTAINING MEMBERS SHALL CONSIST OF ARC-PA, CAHEA, CAAHEP OR SUCCESSOR AGENCY APPROVED PA PROGRAM GRADUATES WHO HAVE CHOSEN NOT TO ACTIVELY PRACTICE IN THE PROFESSION AND OPT TO BE CLASSIFIED AS SUSTAINING MEMBERS. SUSTAINING MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. PHYSICIAN MEMBERS. PHYSICIAN MEMBERS SHALL CONSIST OF LICENSED PHYSICIANS WHO DESIRE TO ASSOCIATE WITH THE ACADEMY. PHYSICIAN MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. ASSOCIATE MEMBERS. ASSOCIATE MEMBERS SHALL CONSIST OF REPRESENTATIVES OF BUSINESSES ENGAGED IN SELLING PRODUCTS OR SERVICES TO PAS OR INDIVIDUALS EMPLOYED BY GOVERNMENT AGENCIES WHO DO NOT QUALIFY FOR ANY OTHER MEMBERSHIP CATEGORY. ASSOCIATE 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 NOT BE ENTITLED TO VOTE OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A FOR BOARD OF DIRECTOR ELECTIONS, ELIGIBLE VOTERS ARE FELLOW MEMBERS LISTING ON THE ACADEMY MEMBERSHIP ROSTER AS OF THE DATE THAT IS FIFTEEN (15) DAYS BEFORE THE ELECTION. FOR THE HOUSE OF DELEGATES, ELIGIBLE VOTERS ARE SEATED DELEGATES. THE STUDENT ACADEMY PRESIDENT, WHO SERVES AS THE STUDENT DIRECTOR ON THE BOARD OF DIRECTORS, IS ELECTED BY THE ASSEMBLY OF REPRESENTATIVES. 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 THESE BYLAWS ON BEHALF OF THE MEMBERS IN ACCORDANCE WITH ARTICLE XIII. 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 ANNUAL CONFLICT OF INTEREST STATEMENTS WERE COLLECTED FOR ALL BOARD MEMBERS, VOLUNTEERS AND SENIOR MANAGEMENT TEAM. FORM 990, PART VI, SECTION B, LINE 15 AAPA USES QUATT ASSOCIATES TO SURVEY THE MARKET FOR THE APPROPRIATE COMPENSATION FOR OUR STAFF INCLUDING THE CEO. THE AAPA BOARD APPROVES THE CEO'S COMPENSATION BASED ON THE RESULTS OF SALARY SURVEY AND PERFORMANCE. 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 XI, LINE 9: INSURANCE REFUND FROM CANCELLATION OF 2020 ANNUAL MEETING 2,847,926. PHYSICIAN ASSISTANT 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 PHYSICIAN ASSOCIATE FOUNDATION Q 575418 PHYSICIAN ASSOCIATE FOUNDATION R 52000