2020-03-12T16:34:15-05:00 2019-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-07-01 237067770 AMERICAN ACADEMY OF PHYSICIAN ASSISTANTS INC AMER 7038362272 2318 MILL ROAD NO 1300 ALEXANDRIA VA 22314 LISA GABLES INTERIM CHIEF EXECUTIVE OFFICER 7038362272 2020-03-12 1 ELIZABETH HELLER P00397829 2022932200 100.15.78.171 2020-03-12 16:34:10 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 907A16943A5AE6BD468F5755AE9454C37C362E74 2018 2020-09-23 17:36:50Z LISA GABLES 2318 MILL ROAD NO 1300 ALEXANDRIA VA 22314 38608230 0 X WWW.AAPA.ORG X 1968 VA TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PAS. 13 13 105 367 111387 -46704 3001359 3115821 18899143 19614233 1621775 977234 3447696 3713258 26969973 27420546 63025 55250 0 0 11687572 12762511 0 0 0 13114393 14784848 24864990 27602609 2104983 -182063 31838552 29798060 16197289 14151100 15641263 15646960 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 1 0 0 0 0 1 1 0 0 1 124 0 1 105 1 1 1 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 NO 1300 ALEXANDRIA VA 22314 JONATHAN SOBEL PRESIDENT 4.00 0.00 X X 0 0 0 DAVID I JACKSON VICE PRESIDENT AND SPEAKER 4.00 0.00 X X 0 0 0 DAVID E MITTMAN PRESIDENT ELECT 4.00 0.00 X X 0 0 0 L GAIL CURTIS IMMEDIATE PAST PRESIDENT 4.00 0.00 X X 0 0 0 DIANE BRUESSOW SECRETARY-TREASURER 4.00 0.00 X X 2552 0 0 WILLIAM T REYNOLDS JR FIRST VICE SPEAKER 2.00 0.00 X 0 0 0 TODD A PICKARD SECOND VICE SPEAKER 2.00 0.00 X 0 0 0 BILLY COLLINS DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 LAUREN DOBBS DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 MELINDA MOORE GOTTSCHALK DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 JENN M OROZCO DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 BETH SMOLKO DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 STEPHEN D LEWIA JR STUDENT DIRECTOR 2.00 0.00 X 0 0 0 JENNIFER DORN CHIEF EXECUTIVE OFFICER (TIL 6/10/19) 38.00 2.00 X 443292 23331 19791 LISA GABLES INTERIM CEO (FROM 6/10/19), CFO 38.00 2.00 X 242373 12756 18551 KAREN MORGAN SVP GOVERNANCE & LEADERSHIP 40.00 0.00 X 242137 0 9087 JAMES MARQUIS CHIEF INFORMATION OFFICER (TIL 11/18) 40.00 0.00 X 240526 0 15772 TILLIE FOWLER SVP ADVOCACY & GOVT RELATIONS 40.00 0.00 X 228841 0 16208 ANTHONY MANIGROSS SR DIRECTOR STR BUSINESS DEVELP 40.00 0.00 X 220681 0 0 DONNA NOGAY VP MARKETING & CREATIVE SVCS 40.00 0.00 X 199015 0 32129 1819417 36087 111538 39 0 1 0 FREEMAN AUDIO VISUALINC 3325 WEST SUNSET STE A LAS VEGAS NV 89118 EQUIPMENT RENT & PRODUCTION SVCS 717653 WOLTERS KLUWER HEALTH INC 351 WEST CAMDEN STREET BALTIMORE MD 21201 PUBLISHING JAAPA JOURNAL 671355 MEDICAL LOGIX INC 130 WEST MAIN STREET STE 144 COLLEGEVILLE PA 19426 PROFESSIONAL SVCS 544204 SYSTEMANIA INC PO BOX 99 GREAT FALLS VA 22066 PROFESSIONAL SVCS 520091 MILLWARD BROWN INC 3333 WARRENVILLE RD STE 400 LISLE IL 60532 PROFESSIONAL SVCS 388000 19 3115821 28729 3115821 MEMBERSHIP DUES 900099 11833331 11833331 MEETING/CONVENTION 900099 6816563 5970489 111387 734687 PROGRAM SERVICES 900099 682439 682439 SPONSORSHIPS 900099 281900 281900 19614233 532712 532712 3298440 3298440 208802 0 208802 208802 208802 11632206 11187684 444522 444522 444522 45390 0 45390 45390 MAILING LIST 900099 152575 152575 OTHER INCOME 900099 8051 8051 160626 27420546 18531649 111387 5661689 55250 762646 9686710 333212 1238992 740951 3107444 154971 40980 291305 200343 2146519 1573044 578743 109988 1281577 335619 2379155 19510 810689 57768 DUES & SUBSCRIPTIONS 501149 STIPENDS & HONORARIUM 347910 TEMPORARY HELP 294159 COMMISSIONS & FEES 249317 304658 27602609 4423664 2017942 978299 978890 519945 491586 9207269 6284035 3197880 2923234 22208474 23173125 510290 213283 31838552 29798060 3637846 3473023 9324803 7920118 3234640 2757959 16197289 14151100 X 15039039 15371456 602224 275504 15641263 15646960 31838552 29798060 -182063 187760 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 11833331 604256 -138898 465358 597583 -132225 1890508 1890508 0 7316761 4393527 2923234 2923234 DEFERRED RENT 2572280 DEFERRED COMPENSATION PAYABLE 172309 SUBLEASE SECURITY DEPOSIT 13370 2757959 27522637 187760 114674 302434 27220203 200343 200343 27420546 27557218 154952 154952 27402266 200343 200343 27602609 PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE 114,674. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 154,952. 0 PHYSICIAN ASSISTANT FOUNDATION OF THE AMERICAN ACADEMY OF PHYSICIAN ASSISTA 2318 MILL ROAD SUITE 1300 ALEXANDRIA VA 22314 541071370 501(C)(3) 50000 GENERAL SUPPORT 1 0 X X 1 1 X X X X X 0 0 0 JENNIFER DORN CHIEF EXECUTIVE OFFICER (TIL 6/10/19 355096 18689 63289 3331 24907 1311 10450 550 8351 440 462093 24321 0 0 LISA GABLES INTERIM CEO (FROM 6/10/19), CFO 226121 11901 14214 748 2038 107 9272 488 8351 440 259996 13684 0 0 KAREN MORGAN SVP GOVERNANCE & LEADERSHIP 223199 0 15374 0 3564 0 9087 0 0 0 251224 0 0 0 JAMES MARQUIS CHIEF INFORMATION OFFICER (TIL 11/18 182595 0 9504 0 48427 0 6944 0 8828 0 256298 0 0 0 TILLIE FOWLER SVP ADVOCACY & GOVT RELATIONS 214384 0 13642 0 815 0 7417 0 8791 0 245049 0 0 0 ANTHONY MANIGROSS SR DIRECTOR STR BUSINESS DEVELP 215742 0 3383 0 1556 0 0 0 0 0 220681 0 0 0 DONNA NOGAY VP MARKETING & CREATIVE SVCS 183876 0 12817 0 2322 0 7863 0 24266 0 231144 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. THE FOLLOWING EMPLOYEES RECEIVED GYM/HEALTH/SOCIAL CLUB MEMBERSHIPS DURING THE YEAR, WHICH ARE NONTAXABLE BENEFITS: JENNIFER DORN - $2,945 X MEDICAL DEVICES 2 18684 FMV X EQUIPMENT 1 10045 FMV 0 0 0 0 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. 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 ASSISTANTS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 PHYSICIAN ASSISTANT FOUNDATION B 50000 CASH PHYSICIAN ASSISTANT FOUNDATION Q 463899 CASH PHYSICIAN ASSISTANT FOUNDATION S 80000 CASH