2019-10-16T15:22:37-05:00 2018-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-01-01 650880021 PULMONARY HYPERTENSION ASSOCIATION PULM 3015653004 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 BRAD A WONG PRESIDENT & CEO 3015653004 2019-10-16 1 R MICHAEL SORRELLS P00001737 2022932200 216.59.105.130 2019-10-16 15:22:33 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0A779249EE4AB03D4EBCA877230ED83790B34DB8 2018 2020-01-14 16:20:31Z BRAD A WONG 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 7437885 0 X WWW.PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 20 20 34 13682 579331 87142 7555166 5376201 734610 1101735 213129 301293 143229 244818 8646134 7024047 360521 305066 0 0 2785718 2452565 0 0 645293 4469268 4713503 7615507 7471134 1030627 -447087 18836065 17192350 2421357 1676459 16414708 15515891 X TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PH. 0 0 5665091 305066 1144967 ***ADVOCATE FOR THE PH COMMUNITY*** - PHA HOSTED A LEGISLATIVE LUNCHEON THAT DREW MORE THAN 100 CONGRESSIONAL STAFF TO LEARN ABOUT THE DISEASE AND HOW CONGRESS CAN IMPROVE LIVES FOR INDIVIDUALS WITH PH. PHA RESPONDED TO 300+ PHONE CALLS FROM PATIENTS SEEKING CO-PAY ASSISSTANCE RESOURCES, MORE THAN THREE TIMES THE NUMBER OF CALLS FROM PREVIOUS YEARS. PHA JOINED THE MARKETPLACE ACCESS PROJECT IN ADVOCATING FOR THE "ACCESS TO MARKETPLACE INSURANCE ACT", WHICH ULTIMATELY GARNERED 176 CO-SPONSORS.RAISED PUBLIC AND COMMUNITY AWARENESS THROUGH PSAS AND MEDIA OUTREACH (26 MILLION + IMPRESSIONS), SOCIAL MEDIA, PHANEWS E-NEWSLETTER (30,000 WEEKLY SUBSCRIBERS). PHASSOCIATION.ORG (1,200,000 ANNUAL VISITORS), AND DISTRIBUTED 3 ISSUES OF PATHLIGHT MAGAZINE (6,000 ANNUAL SUBSCRIBERS). ***EMPOWER PATIENTS AND CAREGIVERS***:PROVIDED PEER SUPPORT THROUGH 195 SUPPORT GROUPS AND 700 MEETINGS NATIONWIDE, HELPED 1,100 NEWLY DIAGNOSED PATIENTS THROUGH OUR ROADMAP TO HOPE, AND EDUCATED PATIENTS AND CAREGIVERS THROUGH OUR ONLINE PHA CLASSROOM PLATFORM WITH 41,656 VIDEO VIEWS. ***PROMOTE QUALITY PATIENT CARE***:RECORDED 1,397 ATTENDEES AT PHA'S 2018 ANNUAL CONFERENCE, OFFERED 29 NEW CONTINUING EDUCATION COURSES TO PHA ONLINE UNIVERSITY USERS THROUGH 154,531 USER SESSIONS, AND PROVIDED 2,451 HOURS OF LIVE HEALTHCARE PROFESSIONAL EDUCATION THROUGH PHA MEDICAL EDUCATION ON-DEMAND AND THE PHA PRECEPTORSHIP PROGRAM.***CATALYZE RESEARCH FOR A CURE***:AWARDED $388,650 IN PH RESEARCH GRANTS (CURRENT AND NEW) THAT INCLUDED CAREER DEVELOPMENT AND MENTORING RESEARCH GRANTS AND SUPPORT FOR THE NIH/NHLBI PVDOMICS INITIATIVE, AND DISTRIBUTED 240,000 COPIES OF ADVANCES IN PH, PHA'S MEDICAL JOURNAL DISTRIBUTED WORLDWIDE. 5665091 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 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 83 0 1 34 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 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 T CHRISTOPHER FORBERG VICE PRESIDENT OF FINANCE 3015653004 801 ROEDER ROAD STE 1000 SILVER SPRING MD 20910 KAREN FAGAN MD CHAIR 3.00 0.00 X X 0 0 0 COLLEEN BRUNETTI MED CHC CHAIR-ELECT 3.00 0.00 X X 0 0 0 WILLIAM HOFF TREASURER (BEG 7/18) 3.00 0.00 X X 0 0 0 DIANE RAMIREZ SECRETARY (BEG 7/18) 3.00 0.00 X X 0 0 0 TONY LANSTON TREASURER (THRU 6/18) 3.00 0.00 X X 0 0 0 SALLY MADDOX ED D SECRETARY (THRU 6/18) 3.00 0.00 X X 0 0 0 CHERI ABBOTT RN CCRP DIRECTOR (BEG 7/18) 3.00 0.00 X 0 0 0 ERIKA BERMAN-ROSENWEIG DIRECTOR 3.00 0.00 X 0 0 0 FRANK CANN DIRECTOR 3.00 0.00 X 0 0 0 MURALI CHAKINALA MD FCCP DIRECTOR (BEG 7/18) 3.00 0.00 X 0 0 0 COLLEEN CONNOR DIRECTOR 3.00 0.00 X 0 0 0 LAURA D'ANNA DRPH MPA DIRECTOR (THRU 6/18) 3.00 0.00 X 0 0 0 RAMONA DOYLE MD MSC DIRECTOR 3.00 0.00 X 0 0 0 STACY GAUSLING OT DIRECTOR 3.00 0.00 X 0 0 0 AMY KIMBER RN APNP DIRECTOR 3.00 0.00 X 0 0 0 JESSIE KOHLER ESQ DIRECTOR 3.00 0.00 X 0 0 0 MITCH KOPPELMAN PHD DIRECTOR 3.00 0.00 X 0 0 0 MIKE MCGOON MD DIRECTOR (THRU 6/18) 3.00 0.00 X 0 0 0 VAL MCLAUGHLIN MD DIRECTOR (THRU 6/18) 3.00 0.00 X 0 0 0 RITA ORTH RN DIRECTOR (THRU 6/18) 3.00 0.00 X 0 0 0 RONALD OUDIZ MD DIRECTOR 3.00 0.00 X 0 0 0 FRAN ROGERS CRNP DIRECTOR 3.00 0.00 X 0 0 0 TRACI STEWART RN MSN CHFN DIRECTOR 3.00 0.00 X 0 0 0 DOUG TAYLOR DIRECTOR 3.00 0.00 X 0 0 0 ROGER TOWLE DIRECTOR 3.00 0.00 X 0 0 0 STEVE WHITE PHD DIRECTOR (THRU 6/18) 3.00 0.00 X 0 0 0 MELISA WILSON ARNP ACNP-BC DIRECTOR 3.00 0.00 X 0 0 0 BRAD WONG PRESIDENT & CEO 37.00 3.00 X 244898 0 14595 AZALEA CANDELARIA VP OF DEVELOPMENT 40.00 0.00 X 144441 0 5991 TORGRIM FORBERG VP OF FINANCE 37.00 3.00 X 136015 0 4106 LAUREN LEFKOWITZ VP OF HUMAN RESOURCES 40.00 0.00 X 126082 0 11860 KAREN SMAALDERS VP OF COMM & MARKETING (BEG 10/18) 40.00 0.00 X 26482 0 547 KELLY WILLIAMS VP OF COMM & MARKETING (THRU 5/18) 40.00 0.00 X 57838 0 4307 MICHAEL GRAY SENIOR DIRECTOR, MEDICAL SERVICES 40.00 0.00 X 102385 0 9226 838141 0 50632 5 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS LLC 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION PROVIDER 1076074 RENAISSANCE ORLANDO RESORT AT SEAWORLD 6677 SEA HARBOR DRIVE ORLANDO FL 32821 HOTEL AND CONFERENCE SERVICES 593940 ALLEN PRESS 810 E 10TH STREET LAWRENCE KS 66044 DESIGN AND PRINT SERVICES 254832 THE CAUSEWAY AGENCY 21 CHARLES STREET SUITE 201 WESTPORT CT 06880 ADVERTISING & MARKETING 193400 GRAPHTEC PO BOX 842307 BOSTON MA 02284 PRINTING SERVICES 129502 6 351893 5024308 5376201 PUBLICATIONS 900099 579331 579331 CONFERENCE 900099 309827 309827 MEMBERSHIP DUES 900099 212577 212577 1101735 301293 301293 615126 351893 413838 201288 201288 43232 0 43232 43232 OTHER REVENUE 900099 298 298 298 7024047 565636 579331 502879 X 149248 149248 155818 155818 786771 483814 179465 123492 1311009 810899 292445 207665 36479 16936 16710 2833 172804 106200 37798 28806 145502 68223 54134 23145 768 768 31997 31997 47391 47391 65881 10834 55047 1900890 1880906 -53503 73487 95561 95561 652752 530592 66410 55750 95890 17515 63353 15022 344492 187949 96462 60081 189631 107046 37267 45318 940223 889501 49174 1548 52131 52131 50751 398 50353 MISCELLANEOUS 135857 92746 37432 5679 BANK & CREDIT CARD CHAR 54615 52906 1709 UBIT EXPENSE 22297 5300 16997 TRAINING & RECRUITMENT 13486 3633 9108 745 18890 4581 14296 13 7471134 5665091 1160750 645293 2426021 1513781 2020442 2637686 81363 45144 309858 266530 95459 43328 14167112 12906743 45668 45668 18836065 17192350 779166 569447 1114697 705000 381616 334400 145878 67612 2421357 1676459 X 4560886 4648901 9532190 8545358 2321632 2321632 16414708 15515891 18836065 17192350 -447087 -494631 42900 0 X X 0 1 X 1 0 X 8523860 10203652 7495965 7555166 5376201 39154844 412750 373329 470200 341750 1180762 2778791 8936610 10576981 7966165 7896916 6556963 41933635 3843934 1641689 6737390 6320280 4636163 23179456 0 3843934 1641689 6737390 6320280 4636163 23179456 18754179 318463 203352 210789 213317 301293 1247214 57980 68842 126822 318463 203352 268769 213317 370135 1374036 227501 238645 -5349 2897 298 463992 9482574 11018978 8229585 8113130 6927396 43771663 0.42850 0.46110 0.03140 0.02850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 227,501. 2015 AMOUNT: $ 238,645. 2016 AMOUNT: $ -5,349. 2017 AMOUNT: $ 2,897. 2018 AMOUNT: $ 298. 0 47391 47391 7751158 7798549 539927 134982 0 0 581879 732289 526762 539927 2380857 3571286 48489 47555 46956 47391 190391 145470 183072 131691 134982 595215 892823 2321632 -42354 -42354 2321632 2304632 17000 336946 336946 2321632 2204632 100000 262599 262599 2304632 1875475 140000 18812 -170345 2204632 1875475 1875475 0.00000 1.00000 0.00000 0 0 34835 31650 3185 84364 82353 2011 190659 152527 38132 43328 DEFFERED RENT 67612 67612 6932148 -494631 54775 413838 -26018 6958166 65881 65881 7024047 7830966 11875 413838 425713 7405253 65881 65881 7471134 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 413,838. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 413,838. 2018 TEXAS CRAWPHISH FESTIVAL 161842 16164 145678 900 94365 COLORADO PH IN THE PARK 70948 33238 37710 52311 49 734229 302491 431738 266262 967019 351893 615126 900 412938 413838 201288 1 ATS FOUNDATION 25 BROADWAY 18TH FLOOR NEW YORK NY 10004 202138855 501( C ) (3) 50000 ROBYN BARST PEDIATRIC GRANT ATS FOUNDATION 25 BROADWAY 18TH FLOOR NEW YORK NY 10004 202138855 501( C ) (3) 40000 RINO ALDRIGHETTI LEADERSHIP AWARD ECHO HILL OUTDOOR SCHOOL - HEART CAMP 13655 BLOOMINGNECK ROAD WORTON MD 21678 237301918 501( C ) (3) 10000 RINO ALDRIGHETTI LEADERSHIP AWARD 3 0 LANTOS AWARDS 150 19567 2018 CONFERENCE SCHOLARSHIPS 258 136251 PART I, LINE 2: PHA OFFERS SEVERAL GRANT OPPORTUNITIES FOR BOTH DOMESTIC AS WELL AS INTERNATIONAL PROGRAMS. ALL GRANTS ARE BASED UPON ESTABLISHED GUIDELINES AND ARE ADMINISTERED BY INDEPENDENT COMMITTEES. EXAMPLES WOULD INCLUDE: (1) RESEARCH GRANTS, (2) CONFERENCE SCHOLARSHIPS, AND (3) LANTOS GRANTS IN ADDITION TO OTHER AREAS. THE ONLY EXCEPTION IS THE SUPPORT GROUP CENTRAL FUND WHICH IS NOT ADMINISTERED BY AN INDEPENDENT COMMITTEE. INSTEAD, THE PROGRAM FOLLOWS ESTABLISHED GUIDELINES TO PROVIDE GRANTS TO SUPPORT GROUP LEADERS ONLY AFTER: (1) RECEIVING AWARD LETTERS AND, (2) PROVIDING NECESSARY DOCUMENTATION. X X X X X 0 0 0 0 0 0 0 0 0 BRAD WONG PRESIDENT & CEO 244898 0 0 0 0 0 7765 0 9425 0 262088 0 0 0 AZALEA CANDELARIA VP OF DEVELOPMENT 144441 0 0 0 0 0 0 0 7101 0 151542 0 0 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. 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 1,880,906. MANAGEMENT AND GENERAL EXPENSES -53,503. FUNDRAISING EXPENSES 73,487. TOTAL EXPENSES 1,900,890. FORM 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