2021-11-15T18:27:43-06:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-01-01 237256856 ASSOCIATION FOR PROFESSIONAL IN INFECTION CONTROL & EPIDEMOLOGY INC ASSO 2027891890 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 222024153 ALLEN LASSINGER SR DIRECTOR FINANCE 2027891890 2021-11-15 1 ALLEN LASSINGER 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z ALLEN LASSINGER 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 222024153 11372509 0 X WWW.APIC.ORG X 1972 MA APIC'S MISSION IS TO CREATTE A SAFER WORLD THROUGH PREVENTION OF INFECTION 17 17 59 450 44200 34968 933304 179698 10396760 5801753 349241 233376 1501059 4446924 13180364 10661751 0 0 0 0 4793889 5837833 0 0 0 7432944 4838121 12226833 10675954 953531 -14203 17955121 18815201 6662438 6827045 11292683 11988156 APIC'S MISSION IS TO CREATE A SAFER WORLD THROUGH PREVENTION OFINFECTION. APIC'S PURPOSE IS TO INFLUENCE, SUPPORT, AND IMPROVE THEQUALITY OF HEALTH CARE THROUGH THE PRACTICE AND MANAGEMENT OFINFECTION CONTROL AND EPIDEMIOLOGY. 0 0 2398999 5616856 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. 2514370 916344 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. 2118488 2523305 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. 436522 284536 436522 284536 7468379 1 0 0 0 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 1 113 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MA X ALLEN LESSINGER 2027891890 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 222024153 CONNIE STEED PRESIDENT 5.00 X X 0 0 0 ANN MARIE PETTIS PRESIDENT-ELECT 5.00 X X 0 0 0 KAREN HOFFMANN INMMEDIATE PAST PRESDIENT 5.00 X X 0 0 0 ANNEMARIE FLOOD SECRETARY 5.00 X X 0 0 0 PAT METCALF JACKSON TREASURER 5.00 X X 0 0 0 KATIE CARY DIRECTOR 2.00 X 0 0 0 LINDA DICKEY DIRECTOR 2.00 X 0 0 0 KATHLEEN GASE DIRECTOR 2.00 X 0 0 0 BRIAN HARTE DIRECTOR 2.00 X 0 0 0 TIMOTHY LANDERS DIRECTOR 2.00 X 0 0 0 LELA LUPER DIRECTOR 2.00 X 0 0 0 CAROL MCLAY DIRECTOR 2.00 X 0 0 0 JOSEPH SCALETTA DIRECTOR 2.00 X 0 0 0 CAROL VANCE DIRECTOR 2.00 X 0 0 0 ERICA WASHINGTON DIRECTOR 2.00 X 0 0 0 JODI VANDERPOOL DIRECTOR 2.00 X 0 0 0 KATRINIA CRIST CEO - THRU JULY 2020 40.00 X 651509 0 24297 CARLOS FULCHER COO - THRU MAY 2020 40.00 X 188743 0 13527 DEVIN JOPP CEO - DECEMBER 2020 40.00 X 13427 0 515 ALLEN LASSINGER SR. DIRECTOR, FINANCE 40.00 X 167334 0 6690 LESLIE KRETZU CEO, APIC CONSULTING 40.00 X 186305 0 21572 ALEXANDR GUMBAR SR. DIRECTOR, IT 40.00 X 147635 0 19160 ELIZABETH GARMEN VP, COMMUNICATIONS AND MKTG 40.00 X 170661 0 20425 BARBARA LONG SR DIRECTOR, GOVERNANCE 40.00 X 143358 0 18233 SARA MILLER SR. DIRECTOR, MEMBERSHIP 40.00 X 137639 0 17839 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 40.00 X 171994 0 21481 1978605 0 163739 17 0 1 0 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 OUTSOURCED ACCOUNTING 438121 CONFERENCE MANAGERS 5500 CHEROKEE AVE SUITE 550 ALEXANDRIA VA 22314 CONFERENCE MANAGEMENT 194303 VETTED SOLUTIONS PO BOX 66472 WASHINGTON DC 20035 PROFESSIONAL SERVICES 106861 3 179698 179698 REGISTRATION FEES 900099 2523305 2523305 REGISTRATION FEES 900099 1321694 1321694 CONFERENCE AND EDUCATION 900099 1002850 1002850 PUBLICATION 511190 753904 709704 44200 EDITORIAL STIPEND 900099 200000 200000 5801753 239162 239162 851870 851870 653637 659423 -5786 -5786 -5786 342511 51335 291176 291176 EVENT CANCELLATION INSURANCE PROC 900099 3292312 3292312 MISCELLANEOUS 900099 11566 11566 3303878 10661751 9341041 44200 1096812 1273918 1076917 197001 3547376 2689009 858367 270326 205332 64994 381287 297651 83636 364926 284642 80284 60036 60036 537482 537482 38011 38011 545781 356519 189262 221310 221310 987646 598546 389100 691881 316304 375577 518985 407516 111469 159277 104198 55079 768897 681694 87203 129252 100562 28690 179563 128179 51384 10675954 7468379 3207575 0 219 219 4519522 1528870 1111005 4405012 88330 62940 330283 187373 2651594 1761347 1049475 890247 9459602 10349506 1396685 1391034 17955121 18815201 1357584 2000259 3488487 3157106 1816367 1669680 6662438 6827045 X 11172683 11868156 120000 120000 0 0 11292683 11988156 17955121 18815201 -14203 709676 0 X X 0 1 X 1 0 X 373435 745170 1405618 933304 179698 3637225 11181419 11154186 11384566 10830772 5801753 50352696 11554854 11899356 12790184 11764076 5981451 53989921 2535 3857 4106 3146 13644 0 2535 3857 4106 3146 13644 53976277 139064 724603 681297 853164 1091032 3489160 139064 724603 681297 853164 1091032 3489160 42192 71106 51877 165175 28906 264145 169494 195171 3303878 3961594 11722824 12930296 13712081 12864288 10376361 61605850 0.87620 0.94450 0.05660 0.04220 X 1 5520 5520 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 364345 666976 728427 550746 177681 891846 846256 45590 890247 INVESTMENT IN APIC CONSULTING 505000 DEPOSITS 71807 457(B) INVESTMENTS 179124 DUE (TO) FROM IPCB 6748 DUE FROM APIC CONSULTING 628355 1391034 TENANT LEASEHOLDS 662854 DEFERRED RENT 1006826 1669680 X PART X, LINE 2: 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. APIC'S PROVISION FOR FEDERAL AND STATE INCOME TAXES TOTALED APPROXIMATELY $-0- AND $23,000 FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, RESPECTIVELY, AND RELATES TO ADVERTISING INCOME. X X X X X 0 0 0 0 0 0 0 0 0 KATRINIA CRIST CEO - THRU JULY 2020 630048 0 21461 0 0 0 20952 0 3345 0 675806 0 0 0 LESLIE KRETZU CEO, APIC CONSULTING 186305 0 0 0 0 0 14882 0 6690 0 207877 0 0 0 CARLOS FULCHER COO - THRU MAY 2020 170349 0 18394 0 0 0 10182 0 3345 0 202270 0 0 0 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 171994 0 0 0 0 0 14791 0 6690 0 193475 0 0 0 ELIZABETH GARMEN VP, COMMUNICATIONS AND MKTG 170661 0 0 0 0 0 13735 0 6690 0 191086 0 0 0 ALLEN LASSINGER SR. DIRECTOR, FINANCE 167334 0 0 0 0 0 0 0 6690 0 174024 0 0 0 ALEXANDR GUMBAR SR. DIRECTOR, IT 147635 0 0 0 0 0 12470 0 6690 0 166795 0 0 0 BARBARA LONG SR DIRECTOR, GOVERNANCE 142358 0 1000 0 0 0 11543 0 6690 0 161591 0 0 0 SARA MILLER SR. DIRECTOR, MEMBERSHIP 137639 0 0 0 0 0 11149 0 6690 0 155478 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 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 INFECTION PREVENTION CERTIFICAITON BOARD 1400 CRYSTAL DRIVE SUITE 900 ARLINGTON VA 22202 PROFESSIONAL DEVELOPMENT DC 501 (C)(6) APIC 1 APIC CONSULTING SERVICES INC 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 22202 262299922 CONSULTING DE APIC C 4178568 1474101 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 APIC CONSULTING SERVICES INC D 728029 FMV