2021-11-12T20:53:25-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 650880021 PULMONARY HYPERTENSION ASSOCIATION PULM 3015653004 8401 COLESVILLE RD SUITE 200 SILVER SPRING MD 20910 MATT GRANATO PRESIDENT & CEO 3015653004 2021-11-12 1 MATT GRANATO 999009999 MEREDITH BELL P01696827 2022932200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X MATT GRANATO 8401 COLESVILLE RD SUITE 200 SILVER SPRING MD 20910 4805309 0 X WWW.PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 25 25 34 14000 134000 10570 6604447 3899433 690313 354755 353736 215179 217484 275533 7865980 4744900 270000 6155 0 0 2428044 2420717 0 0 651921 3418020 2359063 6116064 4785935 1749916 -41035 19962681 20654904 1465428 1411224 18497253 19243680 X TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PH. 0 0 2883435 6155 473934 ***ADVOCATE FOR THE PH COMMUNITY*** - PROVIDED PH COMMUNITY MEMBERS WITH THE TOOLS TO CALL, WRITE, AND MAKE VIRTUAL VISITS WITH THEIR MEMBERS OF CONGRESS DURING THE COVID-19 PUBLIC HEALTH EMERGENCY. 450 ADVOCATES SENT A TOTAL OF 1,575 MESSAGES TO 300+ MEMBERS OF CONGRESS. 2020 ADVOCACY SUCCESSES INCLUDED ROBUST FUNDING FOR PH RESEARCH AT THE NATIONAL INSTITUTES OF HEALTH; PASSAGE OF THE NO SURPRISES ACT TO ELIMINATE SURPRISE MEDICAL BILLS; EXPANDED ACCESS TO TELEHEALTH DURING THE COVID-19 PANDEMIC AND INCREASED FLEXIBILITY ON OXYGEN DELIVERY AND REMS TESTING REQUIREMENTS DURING THE COVID-19 PANDEMIC.RAISED PUBLIC AND COMMUNITY AWARENESS THROUGH PSAS AND MEDIA OUTREACH (176 MILLION+ IMPRESSIONS), SOCIAL MEDIA (3,548,299 IMPRESSIONS), PHANEWS E-NEWSLETTER (14,935 WEEKLY SUBSCRIBERS), PHASSOCIATION.ORG (1,377,955 ANNUAL VISITS), AND DISTRIBUTED 4 ISSUES OF PATHLIGHT MAGAZINE (4,200 ANNUAL SUBSCRIBERS).***EMPOWER PATIENTS AND CAREGIVERS***:PROVIDED A SERIES OF 18 VIRTUAL TOWN HALLS ADDRESSING VARIOUS TOPICS RELATED TO COVID-19 ENTITLED "PHA CONNECTS:COVID-19 AND YOUR HEALTH" ALONG WITH CURATED CONTENT ON A NEW COVID-19 WEBPAGE. PROVIDED PEER SUPPORT THROUGH 190 SUPPORT GROUPS AND 375 MEETINGS NATIONWIDE, HELPED 802 NEWLY DIAGNOSED PATIENTS THROUGH OUR ROADMAP TO HOPE, AND EDUCATED PATIENTS AND CAREGIVERS THROUGH OUR ONLINE PHA CLASSROOM PLATFORM. DISTRIBUTED OVER 300 PEDIATRIC RESOURCE GUIDES TO PEDIATRIC CENTERS AND FAMILIES.***PROMOTE QUALITY PATIENT CARE***:OFFERED 33 NEW CONTINUING EDUCATION COURSES TO PHA ONLINE UNIVERSITY USERS, WHO ENROLLED IN 2,726 COURSES. PROVIDED 840 HOURS OF LIVE HEALTHCARE PROFESSIONAL EDUCATION THROUGH PHA MEDICAL EDUCATION ON-DEMAND AND THE PHA PRECEPTORSHIP PROGRAM.***CATALYZE RESEARCH FOR A CURE***:HAD 29,832 VISITORS TO PHA'S ONLINE MEDICAL JOURNAL, ADVANCESINPH.ORG. 2883435 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 23 0 1 34 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 1 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 TESS ESPOSITO 3015653004 8401 COLESVILLE RD SUITE 200 SILVER SPRING MD 20910 COLLEEN BRUNETTI MED CHC CHAIR 3.00 0.00 X X 0 0 0 TONY LAHNSTON TREASURER 3.00 0.00 X X 0 0 0 KAREN FAGAN MD FORMER CHAIR 3.00 0.00 X X 0 0 0 NICOLE CREECH SECRETARY 3.00 0.00 X X 0 0 0 CHERYL ABBOTT RN CCRP TRUSTEE 3.00 0.00 X 0 0 0 FRANK CANN TRUSTEE 3.00 0.00 X 0 0 0 MURALI CHAKINALA MD FCCP TRUSTEE 3.00 0.00 X 0 0 0 COLLEEN CONNOR TRUSTEE 3.00 0.00 X 0 0 0 RAMONA DOYLE MD MSC TRUSTEE 3.00 0.00 X 0 0 0 ANNA RYAN HEMNES TRUSTEE 3.00 0.00 X 0 0 0 WILLIAM HOFF TRUSTEE 3.00 0.00 X 0 0 0 KIMBERLY JACKSON TRUSTEE 3.00 0.00 X 0 0 0 WILLIAM JANSEN TRUSTEE 3.00 0.00 X 0 0 0 JESSIE KOHLER ESQ TRUSTEE 3.00 0.00 X 0 0 0 MITCH KOPPELMAN PHD TRUSTEE 3.00 0.00 X 0 0 0 RONALD OUDIZ MD TRUSTEE 3.00 0.00 X 0 0 0 MONICA PENARANDA TRUSTEE 3.00 0.00 X 0 0 0 TRACI STEWART RN MSN CHFN TRUSTEE 3.00 0.00 X 0 0 0 DOUG TAYLOR TRUSTEE 3.00 0.00 X 0 0 0 MATT WALL TRUSTEE 3.00 0.00 X 0 0 0 MELISA WILSON ARNP ACNP-BC TRUSTEE 3.00 0.00 X 0 0 0 C GREGORY ELLIOTT TRUSTEE 3.00 0.00 X 0 0 0 MICHAEL MCGOON TRUSTEE 3.00 0.00 X 0 0 0 ED SIMPSON TRUSTEE 3.00 0.00 X 0 0 0 JUDY SIMPSON TRUSTEE 3.00 0.00 X 0 0 0 BRAD WONG PRESIDENT & CEO 34.50 3.00 X 253281 0 15188 AZALEA CANDELARIA VP OF DEVELOPMENT 34.50 3.00 X 167543 0 11482 TERESITA ESPOSITO VP OF FINANCE 34.50 3.00 X 51960 0 3719 LAUREN LEFKOWITZ VP OF HUMAN RESOURCES 37.50 0.00 X 121758 0 9716 KAREN SMAALDERS VP OF COMM & MARKETING 37.50 0.00 X 120142 0 10989 ELIZABETH JOSELOFF VP QUALITY CARE & RESEARCH 37.50 0.00 X 108146 0 5783 822830 0 56877 5 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION PROVIDER 387448 BEACON HILL STAFFING GROUP LLC 152 BOWDOIN STREET BOSTON MA 02108 STAFFING SERVICES 191812 YOUR PART TIME CONTROLLER 1500 WALNUT ST PHILADELPHIA PA 19102 OUTSOURCED ACCOUNTING 171240 3 147319 3752114 3899433 MEMBERSHIP DUES 900099 220755 220755 PUBLICATIONS 900099 134000 134000 354755 215179 215179 82763 147319 60409 22354 22354 3788 0 3788 3788 OTHER REVENUE 900099 249391 249391 249391 4744900 473934 134000 237533 X 6155 6155 885305 552736 179775 152794 1192394 753152 234445 204797 25709 13585 7404 4720 173832 91853 50063 31916 143477 75813 41321 26343 6134 4170 1506 458 47896 47896 52943 52943 1311192 891423 321866 97903 22705 22640 65 174922 85962 68617 20343 96021 19027 75891 1103 333406 190439 65995 76972 35489 11081 6720 17688 39192 18965 9363 10864 64020 64020 22183 22183 ACCREDITATION FEES 71439 71439 MISCELLANEOUS 18066 424 13356 4286 UBIT EXPENSE 16449 16449 SUPPORT GROUP DIRECT EX 16405 16405 30601 10270 18662 1669 4785935 2883435 1250579 651921 3625682 2129115 1069837 432765 100348 136992 1184218 373879 36648 810339 15041568 17088185 88598 57508 19962681 20654904 234798 402665 493750 200000 716000 25000 20880 783559 1465428 1411224 X 7056707 8397976 11440546 10845704 18497253 19243680 19962681 20654904 -41035 787462 0 X X 0 1 X 1 0 X 7495965 7555166 5376201 6604447 3899433 30931212 470200 341750 1180762 831105 556697 3380514 7966165 7896916 6556963 7435552 4456130 34311726 6737390 6320280 4636163 3760555 1698500 23152888 0 6737390 6320280 4636163 3760555 1698500 23152888 11158838 210789 213317 301293 353736 215179 1294314 57980 68842 80031 131780 338633 268769 213317 370135 433767 346959 1632947 -5349 2897 298 -2154 8229585 8113130 6927396 7869319 4803089 35942519 0.31050 0.41120 0.04540 0.03530 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ -5,349. 2017 AMOUNT: $ 2,897. 2018 AMOUNT: $ 298. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 47896 0 47896 0 4670958 0 4718854 0 385943 0 96486 0 0 0 526762 539927 458155 385943 1910787 2866181 46956 47391 47975 47896 190218 131691 134982 114539 96486 477698 716547 2321632 145549 145549 2321632 2321632 269327 269327 2321632 2321632 -42354 -42354 2321632 2304632 17000 336946 336946 2321632 2204632 100000 262599 262599 2304632 0.00000 1.00000 0.00000 0 0 797264 86058 711206 196295 97162 99133 190659 190659 0 810339 DEFFERED RENT 202239 TENANT IMPROVEMENT ALLOWANCE - CURRENT 55807 TENANT IMPROVEMENT ALLOWANCE 525513 783559 5539828 787462 60409 847871 4691957 52943 52943 4744900 4793401 60409 60409 4732992 52943 52943 4785935 PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT FUNDS INTENDED USES ARE TO PROVIDE: SCHOLARSHIPS FOR PATIENTS AND CAREGIVERS TO ATTEND THE ASSOCIATION'S CONFERENCES AND MEETINGS; MENTORED CLINICAL SCIENTIST DEVELOPMENT AWARD; AND, FINANCIAL SUPPORT FOR THE PHA SUPPORT GROUP LEADERSHIP INSTITUTE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 60,409. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 60,409. TAMPA FUN WALK 31890 22590 9300 7251 PHILADELPHIA FUN WALK 24345 17470 6875 5513 27 173847 107259 66588 47645 230082 147319 82763 60409 60409 22354 X X X X X 0 0 0 0 0 0 0 0 0 BRAD WONG PRESIDENT & CEO 253281 0 0 0 0 0 8274 0 8399 0 269954 0 0 0 AZALEA CANDELARIA VP OF DEVELOPMENT 167543 0 0 0 0 0 5026 0 7255 0 179824 0 0 0 MICHAEL GRAY FORMER KEY EMPLOYEE 62543 CONSULTING FEES 0 FORM 990, PART VI, SECTION A, LINE 2 SOME EMERITUS TRUSTEES HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER, BUT DO NOT HAVE VOTING RIGHTS. PAT PATON AND JUDY SIMPSON ARE SISTERS AND FOUNDING DIRECTORS OF PHA. ED AND JUDY SIMPSON ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 6 PULMONARY HYPERTENSION ASSOCIATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B WE SET A SPECIAL MEETING (VIA CONFERENCE CALL) FOR OUR AUDIT COMMITTEE TO REVIEW IT WITH THE CPA FIRM THAT CONDUCTS OUR ANNUAL AUDIT AND PREPARES FORM 990. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION: THE EXECUTIVE COMMITTEE, OF THE BOARD OF TRUSTEES, WORKED WITH AN EXTERNAL RECRUITING FIRM, WHO CONDUCTED A COMPARISON OF PRESIDENT/CEO COMPENSATION AMONG LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY FOR THE PRESIDENT/CEO. STAFF COMPENSATION: HR UTILIZES COMPENSATION CONSULTANTS, MARKET DATA, COMPENSATION SURVEYS, AND PERFORMANCE REVIEWS, TO DETERMINE ANNUAL INCREASES FOR STAFF AT ALL LEVELS. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE, THROUGH CHARITY NAVIGATOR, AND BY REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 891,423. MANAGEMENT AND GENERAL EXPENSES 321,866. FUNDRAISING EXPENSES 97,903. TOTAL EXPENSES 1,311,192. FROM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PULMONARY HYPERTENSION CARE CENTERS INC 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 811030889 SUPPORT PULMONARY HYPERTENSION ASSOCIATION MD 501(C)(3) LINE 12B, II PULMONARY HYPERTENSION ASSOCIATION INC 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0