2019-05-29T17:50:24-05:00 2018-09-30 204193611 Batts Morrison Wales and Lee PA 801 North Orange Avenue Suite 800 Orlando FL 32801 990 2017-10-01 592243237 Eastern States Veterinary Association Inc EAST 3522443716 622 E Washington Street Suite 600 Orlando FL 32801 Thomas M Bohn CEO 3522443716 2019-03-09 1 Julia W James P01772503 4077706000 2019-03-09 99.25.81.133 2019-03-09 23:05:34 ES P 935CACE8365413C0D76314017BD70661184C200E 935CACE8365413C0D76314017BD70661184C200E 2017 2019-02-21 02:37:17Z X See Schedule O Thomas M Bohn 622 E Washington Street Suite 600 Orlando FL 32801 23656103 0 X www.navc.com X 1982 FL Our mission is to provide world-class continuing education for all members of the veterinary healthcare team. We pursue this mission through an annual conference, an interactive institute program, student and international outreach programs, and our periodic journals. 10 7 274 10 4462343 197842 147898 727287 21004068 21561142 133369 419372 -115166 147562 21170169 22855363 14130 75550 0 0 7046965 7926981 0 0 0 15316104 15152008 22377199 23154539 -1207030 -299176 18075701 19541762 14128706 16239186 3946995 3302576 X The North American Veterinary Community (NAVC) is a nonprofit organization on a mission: to provide world-class continuing professional development for the global veterinary healthcare community. 1 1 11663380 75550 15667612 NAVC's program activities consist primarily of educational activities which provide training opportunities to develop the knowledge and capabilities of individuals involved in the veterinary healthcare community. The educational opportunities provided by NAVC train participants in the most up-to-date treatment and care methodologies, which allow these participants to provide a higher quality of care for animals. The Organization presents an annual educational conference, Veterinary Meeting & Expo (VMX), to veterinary professionals and others which offers advanced learning opportunities, innovations, and meaningful connections to participants. The 2018 VMX had nearly 18,000 attendees for its five-day conference. Attendees received world-class continuing education through interactive symposia, hands-on labs, lectures, and exhibitor booths. The education at VMX allows attendees to provide a higher quality of animal care and provides necessary continuing education credits to allow veterinary professionals to meet state-mandated education and licensing requirements. NAVC also provides students and others with financial need discounted/free admissions to attend its conference and other training activities to provide greater educational opportunities to those individuals who might otherwise be unable to attend. In connection with the NAVC Conference, the Organization received approximately $140,000 of free use of medical equipment and donated supplies. 1547411 1241439 In addition to the VMX event mentioned above, NAVC provides additional educational and training opportunities to develop the knowledge and skill of individuals in the veterinary healthcare community through the NAVC Institute and other similar events.The NAVC Institute is an annual multi-day educational program offered to veterinary professionals. The NAVC Institute had over 250 registrants for its eight veterinary continuing education courses over a span of five days. These courses elevated the attendees' knowledge and skill in a particular field of study through the use of classroom lectures, hands-on labs, and group discussions with course leaders. The education at the Institute allows attendees to provide a higher quality of animal care and provides necessary continuing education credits to allow veterinary professionals to meet state-mandated education and licensing requirements. In connection with the Institute, the Organization received approximately $120,000 of free use of medical equipment and donated supplies. 5949152 80581 The Media (formerly Publishing) group provides world-class education and training to develop the knowledge and capabilities of individuals in the veterinary healthcare community through journals and online media. All publications are supplemented by regular digital communications and a robust website which provides key educational information to individuals involved in various aspects of animal care. Today's Veterinary Practice is published six times per year as a free educational resource for members of the veterinary community. It is provided free of charge to veterinarians, veterinary nurses/technicians, practice managers, veterinary assistants, veterinary faculty, and third-year and fourth-year veterinary students. The journal is BPA media audited and certified and has a circulation of 70,000 subscribers. Today's Veterinary Nurse (previously Today's Veterinary Technician) is an official peer-reviewed print journal and is published four times per year as a free educational resource for members of the veterinary community. It is provided free of charge to veterinary nurses/technicians, veterinary assistants, veterinary technician students, and other members of the veterinary healthcare team. The journal is BPA media audited and certified and has a circulation of 45,000 subscribers. Today's Veterinary Business is dedicated to improving the financial health of veterinary practices. It is provided free of charge as an educational resource. It is sent to 55,000 practice owners, practice managers and associate veterinarians on a bimonthly basis and features content related to finance, leadership, community, human resources, retail/merchandising and marketing. Veterinary Advantage is dedicated to providing educational resources to distribution channel representatives. Its goal is to improve the knowledge and performance of inside and outside distributor sales reps, so they can bring value to veterinary practices and ultimately help improve animal care. VetAdvantage is provided free of charge to 6,000 representatives on a bimonthly basis and features content related to the animal health industry. It also includes the Fountain Report, which is a weekly news aggregation service that is a subscription-based educational resource reaching approximately 2,000 animal health industry executives from 100 different companies on the commercial side of the veterinary business. The goal of the report is to aggregate news and recent educational developments across every sector of the animal health business allowing busy executives to easily stay up-to-date on industry activity. Spark! is a year-round educational resource for veterinary professionals to get industry news and educational insights through video content to enhance medical care. The programming focuses on industry-wide trends and concerns as well as what it is like to be a veterinary professional. 498789 95199 NAVC has expanded its learning opportunities through the NAVC Learning Academy, an in-depth educational initiative that focuses on providing the veterinary healthcare team with certifications on specific aspects of the veterinary profession. By offering highly-engaging and market-relevant certification programs, the NAVC Learning Academy is geared toward veterinary professionals and the veterinary community as a whole. The first program lauched was the Human Animal Bond (HABc) for both individuals and hospital certification with a focus on the evidence-based benefits of the human animal bond to both the pet owner and the animal. NAVC Learning Academy Certification programs have extensive education and independently developed testing requirements to ensure that the learner has demonstrated that she/he has acquired the requisite amount of knowledge to be awarded a particular certification. For each program there are maintainance requirements that mandate relevant continuing education in order to keep the credential. 716372 157860 The Organization conducts various other program activities that further the exempt purpose of the Organization by providing opportunities for professional development and education of those in the veterinary healthcare community, including the Organization's investment in VetFolio, LLC. VetFolio, LLC was established during the year ended September 30, 2015 for the purpose of conducting activities that support the veterinary profession by providing resources, training and other support to individuals in the profession. The Organization also conducts its Industry Services activity. Industry Services offers management and planning services to other non-profit organizations in the veterinary profession. It provides association management, educational program planning, and training on organizational governance and strategic planning. Focusing solely on the veterinary profession, NAVC strives to add value to as well as elevate the profession, those who serve in it and the animals they treat through greater professionalism, education, training and resources. 1215161 253059 20375104 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 386 0 1 274 1 1 1 0 0 0 0 0 0 0 0 0 X 10 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X Gene O'Neill CFO 3522443716 622 E Washington Street Suite 600 Orlando FL 32801 Dr Leann Kuebelbeck Board President 2.00 1.00 X X 0 0 0 Dr Gail Gibson Board Immediate Past President 2.00 1.00 X X 12500 0 0 Dr Cheryl Good Board President Elect 2.00 0.00 X X 0 0 0 Mrs Paige Allen Board Vice President 2.00 0.00 X X 0 0 0 Dr Laurel Kaddatz Board Treasurer 2.00 0.00 X X 0 0 0 Mr Harold Davis Director 2.00 0.00 X 0 0 0 Dr Sally Haddock Director 2.00 0.00 X 0 0 0 Dr Robert Lester Director 2.00 0.00 X 0 0 0 Dr Mark Rusack Director 2.00 0.00 X 0 0 0 Dr Karen Kline Director (began 08/18) 2.00 0.00 X 0 0 0 Tom Bohn CEO 50.00 2.00 X 527270 0 122159 Eugene O'Neill CFO 50.00 1.00 X 317746 0 72095 Mia Cary CIO (thru 10/17) 50.00 16.00 X 182533 0 7831 Peter Scott COO 50.00 10.00 X 189653 0 9458 Richard Boggess Vice President, Sales & Marketing 50.00 0.00 X 191957 0 4347 Laura Walker Chief Media & Sales Officer 50.00 0.00 X 178709 0 7990 Matthew Winter Exec. Vice Pres., Veterinary Ed. 50.00 0.00 X 162824 0 9142 Renee Luttrell Director Sales, Publishing 50.00 0.00 X 225899 0 14139 Christopher Kelly Group Publisher 50.00 0.00 X 142504 0 9914 Jamie Laws Strategic Account Manager 50.00 0.00 X 129929 0 8928 Joe Sorrentino Director, Events Management 50.00 0.00 X 122805 0 5736 Whitney Brockman Director Sales, NAVC 50.00 0.00 X 122373 0 9651 2506702 0 281390 20 0 1 0 Freeman Decorators PO Box 650036 Dallas TX 75265 Convention Services 1064465 Talent Network Inc Sedelmeier Productions PO Box 15 Pittsburgh PA 15244 Talent Agent Services 847367 Publisher's Press PO Box 37500 Louisville KY 40233 Printing & Mail Services 708376 Hello Florida Inc 3840 Vineland Road Suite 200 Orlando FL 32811 Convention Services 593726 Freeman Audio Visual PO Box 650519 Dallas TX 75265 Convention Services 486234 17 X 727287 130723 727287 VMX Conference 611710 15667612 15667612 Publications 511120 3770272 111700 3658572 NAVC Institute 611710 1241439 1241439 Industry Services 541900 473491 473491 e-Commerce Summit 611710 108100 108100 300228 172861 127367 21561142 117127 117127 11257 11257 78000 123049 -45049 -45049 -27494 -17555 868745 566500 302245 302245 302245 77997 111191 -33194 -31119 -2075 Advertising Income 900099 232482 232482 Miscellaneous Income 900099 9968 9968 VetFolio LLC - see Sch O 611710 -27902 -27902 214548 22855363 17242691 4462343 423042 X 75550 75550 1998089 1498567 499522 18000 18000 4801500 4425410 376090 137423 95708 41715 521913 366415 155498 450056 375738 74318 83408 41704 41704 111042 111042 892863 796825 96038 432825 415154 17671 347245 233004 114241 605166 538418 66748 343730 101652 242078 1821632 1460238 361394 7505428 7479171 26257 272812 185762 87050 243479 186729 56750 52697 29428 23269 Contract Services 795974 752328 43646 Printing & Publications 679343 679343 Postage 377399 377399 Arbitration & Sett. Exp 269858 136433 133425 317107 106128 210979 23154539 20375104 2779435 0 1000 1000 1648789 1847551 1436800 1838544 65027 59666 530286 811770 4819643 1847610 2964984 2972033 6056504 6660885 120841 0 4894283 5350313 357187 0 18075701 19541762 1706053 1453295 5084516 5680879 7173936 8774149 164201 330863 14128706 16239186 X 3946995 3302576 3946995 3302576 18075701 19541762 X -299176 -126157 -212828 -6258 X X 0 1 X 1 0 X 693871 551035 147898 727287 2120091 303851 13918573 15272249 17053559 17334730 63882962 303851 14612444 15823284 17201457 18062017 66003053 0 1278969 1506151 2070377 1760536 6616033 1278969 1506151 2070377 1760536 6616033 59387020 38822 170419 150678 132451 158782 651152 29366 71323 151541 252230 38822 170419 180044 203774 310323 903382 1129 8562 23256 9968 42915 342673 14783992 16011890 17428487 18382308 66949350 0.88700 0.89460 0.01350 0.01310 X Part III, Sections A & B, Column (a): The Organization is reporting in Column (a) information for the short period July 1, 2014 through September 30, 2014. Part III, Section B, Line 10: Other income includes miscellaneous income. 1061798 1061798 2430960 918115 1512845 1326885 929495 397390 2972033 Deferred Compensation Liability 330863 330863 1 North America 0 0 Grantmaking 20000 0 0 0 0 0 0 20000 0 20000 North America Support of activities to further the veterinary profession 20000 Check 0 1 0 0 0 0 0 0 Part I, Line 2: The Organization may make occasional grants to foreign organizations. The Organization ensures that such funds are used for proper purposes by only granting funds to organzations whose mission and purpose align with the Organization's exempt purposes. Specific procedures for monitoring funds varies based on the size of the grant, the nature of the grant, and the organization receiving the funding. 1 University of Florida Foundation 2012 W University Ave Gainesville FL 32603 590974739 501(c)(3) 10000 General support Pet Leadership Council 135 W Lemon Ave Monrovia CA 91016 472941934 501(c)(4) 25000 Support of activities to further the veterinary profession National Association of Veterinary Technician in America 1931 N Meacham Rd Ste 100 Schaumburg IL 60173 731180259 501(c)(6) 10000 Support of activities to further the veterinary profession 1 2 Part I, Line 2: The Organization may make occasional grants to other tax-exempt organizations. The Organization ensures that such funds are used for proper purposes by only granting funds to organzations whose mission and purpose align with the Organization's exempt purposes. Specific procedures for monitoring funds varies based on the size of the grant, the nature of the grant, and the organization receiving the funding. X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Tom Bohn CEO 448854 0 78416 0 0 0 116012 0 6147 0 649429 0 0 0 Eugene O'Neill CFO 271746 0 46000 0 0 0 59852 0 12243 0 389841 0 0 0 Mia Cary CIO (thru 10/17) 182533 0 0 0 0 0 6183 0 1648 0 190364 0 0 0 Peter Scott COO 177653 0 12000 0 0 0 5725 0 3733 0 199111 0 0 0 Richard Boggess Vice President, Sales & Marketing 116804 0 75153 0 0 0 2464 0 1883 0 196304 0 0 0 Laura Walker Chief Media & Sales Officer 166709 0 12000 0 0 0 3005 0 4985 0 186699 0 0 0 Matthew Winter Exec. Vice Pres., Veterinary Ed. 162824 0 0 0 0 0 4124 0 5018 0 171966 0 0 0 Renee Luttrell Director Sales, Publishing 225738 0 161 0 0 0 7982 0 6157 0 240038 0 0 0 Christopher Kelly Group Publisher 134852 0 7652 0 0 0 2884 0 7030 0 152418 0 0 0 Part I, Line 1a The Organization occasionally provides travel for spouses to attend the Organization's conferences and other educational events where such presence is appropriate or required. The spouses perform significant duties for the Organization at such events, and their travel serves a bona fide business purpose. Reimbursement of travel for applicable spouses to attend such events is in accordance with the Organization's written travel policy. Part I, Line 3 The Organization has adopted an executive compensation setting policy applicable to all disqualified persons, including the Organization's CEO, officers and key employees. Under the policy, an independent committee of the Board of Directors annually reviews and approves the compensation levels of all individuals subject to the policy. The deliberations and decisions of the committee are contemporaneously substantiated. The committee utilizes comparability data in its deliberations, including Forms 990 of comparable organizations and other available compensation surveys and studies from independent outside organizations. Due to growth in the Organization over recent years, the Organization has continued to increase hiring of management-level employees during the tax year. The Organization also increased the salary of existing management-level employees to compensate these individuals for additional responsibilities resulting from the Organization's recent growth and to provide salary levels which are comparable to similar positions in other veterinary not-for-profit organizations, as suggested by comparability data obtained by the Organization. Part I, Line 4b The Organization participates in a nonqualified deferred compensation agreement with its CEO and CFO as part of the compensation for their services to the Organization. The Organization's Board approved the deferred compensation arrangement and considered the arrangement in its overall determination of the reasonableness of the compensation of such individuals. The Organization made a contribution of $100,000 on behalf of its CEO and $50,000 on behalf of its CFO during the 2017 calendar year. X 29 130723 Fair Market Value 0 0 0 0 Part I, Column (b): The Organization is reporting in Part I, column (b), the number of contributions received. Form 990, Header Box C: Doing Business As: North American Veterinary Community Form 990, Part III, line 2 During the year, the Organization expanded its learning opportunities through the NAVC Learning Academy, an in-depth educational initiative that focuses on providing the veterinary healthcare team with certifications on specific aspects of animal care and veterinary practice. Form 990, Part III, line 3 During the year, the Organization purchased the remaining ownership interest in VetFolio, LLC from an unrelated tax-exempt organization. As a result of the transfer of sole ownership to the Organization, VetFolio, LLC became a disregarded entity of the Organization for federal income tax purposes. The educational activities of VetFolio, LLC have not changed from those previously conducted by the entity. Form 990, Part VI, Section B, line 11b The Organization's top management official and top financial official each review the Form 990 prior to its filing with the IRS. A copy of the final Form 990 is also provided to the voting members of the Organization's governing body prior to its filing with the IRS. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is distributed to each member of the Organization's governing body, its officers, and its key employees on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Organization officials to take appropriate actions as required by the policy. Form 990, Part VI, Section B, line 15 The Organization has adopted an executive compensation setting policy applicable to all disqualified persons, including the Organization's CEO, officers and key employees. Under the policy, an independent committee of the Board of Directors annually reviews and approves the compensation levels of all individuals subject to the policy. The deliberations and decisions of the committee are contemporaneously substantiated. The committee utilizes comparability data in its deliberations, including Forms 990 of comparable organizations and other available compensation surveys and studies from independent outside organizations. Due to growth in the Organization over recent years, the Organization has continued to increase hiring of management-level employees during the tax year. The Organization also increased the salary of existing management-level employees to compensate these individuals for additional responsibilities resulting from the Organization's recent growth and to provide salary levels which are comparable to similar positions in other veterinary not-for-profit organizations, as suggested by comparability data obtained by the Organization. Form 990, Part VI, Section C, line 19 The Organization provides, upon request, copies of its Articles of Incorporation, bylaws, conflict of interest policy, and its financial statements. Form 990, Part VIII, Line 11c: The net loss reported at Form 990, Part VIII, Line 11c is the Organization's share of the net loss generated by the VetFolio, LLC activity for the tax year. The Organization established VetFolio, LLC in partnership with the American Animal Hospital Association, an unrelated tax-exempt organization, for the purpose of conducting activities that support the veterinary profession by providing resources, training, and other support to individuals in the profession. The activities of VetFolio, LLC are conducted in furtherance of the Organization's exempt educational activities, and therefore the net loss from VetFolio, LLC is considered to be program service revenue of the Organization. During the year, the Organization purchased the remaining ownership interest in VetFolio, LLC from an unrelated tax-exempt organization. As a result of the transfer of sole ownership to the Organization, VetFolio, LLC became a disregarded entity of the Organization for federal income tax purposes. The activities of VetFolio, LLC for the portion of the year during which it was a partnership have been reported at Part VIII, Line 11c. Form 990, Part IX, Column (D): The Organization's contribution revenue consists primarily of non-cash contributions of medical supplies and qualified sponsorships received in connection with its program activities. There are no significant fundraising expenses associated with the generation of these contributions or qualified sponsorship revenues due to the unique nature of the contribution revenue. Form 990, Part XI, line 9: Book-tax difference for VetFolio investment -6,258. Form 990, Part XII, Line 2c: The Organization's Board of Directors, or a committee thereof, assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. This process has not changed from the prior year. VetFolio LLC 5003 SW 41st Blvd Gainesville FL 32608 472813991 Veterinary Education FL 7316 480666 Eastern States Veterinary Association Inc Veterinary Innovation Council 622 E Washington Street Suite 600 Orlando FL 32801 475403026 Advancement of veterinary profession IL 501(c)(6) Eastern States Veterinary Association 1 VetFolio LLC 5003 SW 41st Blvd Gainesville FL 32608 472813991 Veterinary Education FL N/A Subscriptions -27902 489135 0 1 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 Veterinary Innovation Council Q 162968 Expenses Incurred VetFolio LLC Q 296928 Expenses Incurred Schedule R, Parts I & III: During the year, the Organization purchased the remaining ownership interest in VetFolio, LLC from an unrelated tax-exempt organization. As a result of the transfer of sole ownership to the Organization, VetFolio, LLC became a disregarded entity of the Organization for federal income tax purposes. The activities of VetFolio, LLC for the portion of the year during which it was a partnership have been reported at Schedule R, Part III, and the activities of VetFolio, LLC for the portion of the year during which it was a disregarded entity of the Organization have been reported at Schedule R, Part I.