2018-11-15T04:45:44-06:00 2017-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2017-01-01 341266824 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS FOUNDATION SOCI 2027419854 1100 17TH STREET NW NO 400 WASHINGTON DC 20036 FRANCESCA DEA EXECUTIVE DIRECTOR 2027419854 2018-11-15 1 FRANK H SMITH P00639053 2028225000 2018-11-13 207.238.152.33 2018-11-15 05:45:30 ES P CCD6595BACDFB9B575019FA5F4124A263DE5E9ED 00B909740C8DE27EAB8FBBBA182AAC5ED40AC9A9 2017 2019-02-21 02:37:17Z X FRANCESCA DEA 1100 17TH STREET NW NO 400 WASHINGTON DC 20036 7832830 0 X WWW.SCAI.ORG X 1978 OH THE FOUNDATION'S MISSION IS TO PROMOTE EXCELLENCE IN INTERVENTIONAL CARDIOVASCULAR MEDICINE. 16 16 22 410 150506 106132 1706363 2436000 3973611 4073452 71886 101490 347974 394180 6099834 7005122 74706 0 0 0 1767266 2293545 0 0 135746 4638046 4374987 6480018 6668532 -380184 336590 4798481 5293951 3988678 3804116 809803 1489835 X THE SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS FOUNDATION (THE FOUNDATION) PROMOTES EXCELLENCE IN INVASIVE AND INTERVENTIONAL CARDIOVASCULAR MEDICINE THROUGH PHYSICIAN EDUCATION AND REPRESENTATION, AND THE ADVANCEMENT OF QUALITY STANDARDS TO ENHANCE PATIENT CARE.EMPHASIS IS PLACED ON REGISTRATION OF ALL PROCEDURES PERFORMED BY MEMBERS, DEVELOPMENT OF QUALITY STANDARDS FOR LABORATORIES, ESTABLISHMENT OF CRITERIA FOR CREDENTIALING PHYSICIANS AND DIRECTORS AND PRESENTATION OF GUIDELINES FOR TRAINING IN CARDIAC CARDIOVASCULAR ANGIOGRAPHY. FOCUS AREAS FOR THE FOUNDATION INCLUDE ESTABLISHING STANDARDS AND GUIDELINES FOR ALL ASPECTS OF CARDIAC CARDIOVASCULAR ANGIOGRAPHY, TRAINING, CREDENTIALING, SAFETY AND QUALITY ASSURANCE FOR CARDIAC PROCEDURES. 0 0 4817848 3093186 THE FOUNDATION PROVIDES CONTINUING MEDICAL EDUCATION FOR ITS PHYSICIAN MEMBERSHIP THROUGH ITS ANNUAL MEETING. THIS ENSURES THE FOUNDATION MEMBERS CONTINUE TO PROVIDE THE BEST INTERVENTIONAL CARDIOVASCULAR CARE TO THEIR PATIENTS.THE FOUNDATION OFFERS OTHER EDUCATIONS OPPORTUNITIES FOR MEMBERS OUTSIDE OF ITS ANNUAL MEETINGS. EACH OF THESE MEETINGS ALSO PROVIDES CONTINUING MEDICAL EDUCATION (CME) TO SPECIFIC AUDIENCES AND ON SPECIFIC PROCEDURES.THE SECONDSCOUNT CAMPAIGN IS A PROGRAM DESIGNED TO HELP PATIENTS UNDERSTAND THE FIELD OF CARDIOVASCULAR INTERVENTION AND WHO SCAI PHYSICIAN MEMBERS CAN DO TO IMPROVE THEIR HEALTH AND QUALITY OF LIFE. 4817848 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 72 0 1 22 1 1 1 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL CA CO FL GA IL MA MD MI MN NJ NY NC OH PA WA WI X FRANCESCA DEA 2027419854 1100 17TH STREET NW NO 400 WASHINGTON DC 20036 KIRK N GARRATT MD PRESIDENT 2.00 1.00 X X 0 0 0 KENNETH ROSENFIELD MD PAST PRESIDENT 1.00 0.50 X X 0 0 0 EHTISHAM MAHMUD MD VICE PRESIDENT 1.00 0.50 X X 0 0 0 CINDY L GRINES MD SECRETARY 1.00 0.50 X X 0 0 0 DAVID A COX MD PRESIDENT-ELECT/TREASURER 1.00 0.50 X X 0 0 0 J DAWN ABBOTT MD TRUSTEE 0.50 0.25 X 0 0 0 HERBERT D ARONOW MD TRUSTEE 0.50 0.25 X 0 0 0 JANICE BAKER RN MSN TRUSTEE 0.50 0.25 X 0 0 0 JAMES BLANKENSHIP TRUSTEE - UNTIL 05/2017 0.50 0.25 X 0 0 0 LYNDON CARLOS BOX MD TRUSTEE 0.50 0.25 X 0 0 0 EMMANOUIL S BRILAKIS MD PHD TRUSTEE 0.50 0.25 X 0 0 0 LUIS GUZMAN TRUSTEE - UNTIL 05/2017 0.50 0.25 X 0 0 0 KALON HO TRUSTEE - UNTIL 12/2017 0.50 0.25 X 0 0 0 OSCAR MENDIZ TRUSTEE - UNTIL 05/2017 0.50 0.25 X 0 0 0 SUNDEEP MISHRA MD TRUSTEE 0.50 0.25 X 0 0 0 SHAO-PING NIE MD PHD TRUSTEE 0.50 0.25 X 0 0 0 SUNIL RAO TRUSTEE - UNTIL 05/2017 0.50 0.25 X 0 0 0 ROBERT N VINCENT MD TRUSTEE 0.50 0.25 X 0 0 0 FRANK J HILDNER MD TRUSTEE FOR LIFE 0.50 0.25 X 0 0 0 WILLIAM C SHELDON MD TRUSTEE FOR LIFE, LAB SURVEY 0.50 0.25 X 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR - AS OF 02/2017 37.50 10.00 X 237220 0 18564 KATHIE H CLEARY- AS OF 072017 VICE PRESIDENT OF FINANCE AND ADMIN. 37.50 10.00 X 69526 0 4542 JOAN R GOLDBERG CONSULTANT, INT. ED - UNTIL 03/2017 37.50 10.00 X 0 0 0 LISA MCDONALD SR. DIR. MEMBERSHIP, MKTG, PA 37.50 10.00 X 162278 0 27906 ERIC GRAMMER SR. DIR., GLOBAL INITIATIVES 37.50 0.00 X 134863 0 47801 JOEL C HARDER DIR. CLINICAL DOC. AND INITIATIVES 37.50 0.00 X 125563 0 30911 DAWN R GRAY DIR. REIMB. AND REG. AFFAIRS 37.50 10.00 X 125067 0 48618 BEA REYES DIR. OF MEETINGS 37.50 0.00 X 121956 0 42523 976473 0 220865 6 0 1 1 OVATION INC 1033 DEMONBREUN STREET SUITE 615 NASHVILLE TN 37203 AUDIO VISUAL 905706 HILTON NEW ORLEANS 2 POYDRAS STREET NEW ORLEANS LA 70130 HOTEL SERVICES FOR CONFERENCE 828539 NEVADA PROPERTY 1 LLC 3773 HOWARD HUGHES PARKWAY SUITE 1 LAS VEGAS NV 89169 HOTEL SERVICES FOR CONFERENCE 391887 JOHN WILEY & SONS INC PO BOX 416502 BOSTON MA 02241 JOURNAL PUBLISHING SERVICES 319150 CHAZIN AND COMPANY 702 RUSSELL AVENUE SUITE 470 GAITHERSBURG MD 20877 ACCOUNTING SERVICES 201213 7 2436000 2436000 MEETING INCOME 900099 2084608 1137408 947200 SATELLITE SYMPOSIUM 900099 1219500 1219500 PUBLICATIONS 900099 519344 486278 33066 CORPORATE COMMUNITY 541800 220000 220000 CONTRACT REVENUE 900099 30000 30000 4073452 66918 66918 53371 53371 861906 827334 34572 34572 34572 830 374 456 456 JOB BOARD 900004 116984 116984 ADVERTISING 900099 86765 86765 INSURANCE REIMB. 900099 75000 75000 61604 61604 340353 7005122 3093186 150506 1325430 329852 139743 130064 60045 1523421 1090001 416056 17364 104981 33534 69265 2182 206113 73208 131750 1155 129178 46812 79321 3045 428929 348842 74813 5274 35127 7975 27152 234190 24496 208100 1594 42154 42154 520917 307078 210325 3514 69903 60204 9505 194 127292 51803 74949 540 34590 9598 24862 130 164345 58360 102189 3796 644103 630339 2619 11145 1807022 1769843 11616 25563 25 25 59554 59554 33234 9857 23172 205 DUES & SUBSCRIPTIONS 251112 250581 531 UBI TAXES 33579 33579 INDIRECT COST SHARE -111089 -94426 -16663 6668532 4817848 1714938 135746 746617 641704 98258 3530 10000 0 318585 625272 145529 113290 1197790 1172714 91920 25076 3365136 3862643 22436 22436 4798481 5293951 784811 817094 265437 258772 2938430 2728250 3988678 3804116 X 397485 645115 412318 844720 809803 1489835 4798481 5293951 336590 343442 0 X 0 1 X 1 0 X 2559422 2402960 1888906 1706363 2436000 10993651 2559422 2402960 1888906 1706363 2436000 10993651 6497755 4495896 52010 73329 144025 253571 181289 704224 84065 58437 50717 98045 107173 398437 56594 55694 75493 48349 87369 323499 12419811 17566398 0.36200 0.32540 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 6,160. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 3,450. 2017 AMOUNT: $ 604. HONORARIA - 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 3,990. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 0. ADVERTISING - 2013 AMOUNT: $ 50,434. 2014 AMOUNT: $ 51,704. 2015 AMOUNT: $ 75,493. 2016 AMOUNT: $ 44,899. 2017 AMOUNT: $ 86,765. 10242 10242 0 174754 161688 13066 1012794 1000784 12010 25076 DUE TO AFFILIATE 2670840 DEFERRED RENT 57410 2728250 X PART X, LINE 2: THE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2017, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X 0 0 0 0 0 0 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR - AS OF 02/2017 237220 0 0 0 0 0 0 0 18564 0 255784 0 0 0 LISA MCDONALD SR. DIR. MEMBERSHIP, MKTG, PA 162278 0 0 0 0 0 3808 0 24098 0 190184 0 0 0 ERIC GRAMMER SR. DIR., GLOBAL INITIATIVES 134863 0 0 0 0 0 16858 0 30943 0 182664 0 0 0 JOEL C HARDER DIR. CLINICAL DOC. AND INITIATIVES 125563 0 0 0 0 0 15695 0 15216 0 156474 0 0 0 DAWN R GRAY DIR. REIMB. AND REG. AFFAIRS 125067 0 0 0 0 0 15633 0 32985 0 173685 0 0 0 BEA REYES DIR. OF MEETINGS 121956 0 0 0 0 0 15245 0 27278 0 164479 0 0 0 FORM 990, PART VII, LINE 5: JOAN R. GOLDBERG WAS COMPENSATED THROUGH TRANSITION MANAGEMENT CONSULTING, INC. FOR HER SERVICES AS INTERIM EXECUTIVE DIRECTOR OF THE FOUNDATION. THE FOUNDATION PAID TRANSITION MANAGEMENT CONSULTING, INC. A TOTAL OF $45,916 DURING THE YEAR ENDED DECEMBER 31, 2017. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION HIRED AN UNRELATED MANAGEMENT COMPANY, TRANSITION MANAGEMENT CONSULTING, INC. TO FILL IN AS THE INTERIM EXECUTIVE DIRECTOR WHICH WAS AN INTERIM POSITION FOR A THREE MONTH PERIOD DURING THE DECEMBER 31, 2017 TAX YEAR. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE THREE CLASSES OF MEMBERS THAT HAVE THE RIGHT TO ELECT ONE OR MORE MEMBER OF THE FOUNDATION'S GOVERNING BODY: FELLOW, SENIOR FELLOW, AND MEMBERS. THE FOUNDATION HAS OTHER MEMBERSHIP CLASSES, HOWEVER, THESE CLASSES DO NOT HAVE THE RIGHT TO ELECT MEMBERS OF THE FOUNDATION'S ORGANIZING BODY. THE NATURE OF THE RIGHTS FOR THE FOUNDATION'S FELLOW AND SENIOR FELLOW MEMBERS ARE AS FOLLOWS: FELLOW - SHALL BE ELIGIBLE TO VOTE, TO SERVE ON COMMITTEES, AND TO SERVE AS A TRUSTEE AND OFFICER. EACH FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. SENIOR FELLOW - SHALL BE ELIGIBLE TO VOTE AND TO SERVE ON COMMITTEES, BUT MAY NOT SERVE AS A TRUSTEE OR OFFICER. EACH SENIOR FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, SENIOR FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. MEMBERS - SHALL BE ELIGIBLE TO SERVE AND VOTE ON COMMITTEES, BUT MAY NOT SERVE AS TRUSTEES OR OFFICERS. EACH MEMBER OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE AT THE ANNUAL MEETING AND OTHER MEETINGS OF MEMBERS. AT EACH ANNUAL MEETING, MEMBERS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE THREE CLASSES OF MEMBERS THAT HAVE THE RIGHT TO ELECT ONE OR MORE MEMBER OF THE FOUNDATION'S GOVERNING BODY: FELLOW, SENIOR FELLOW, AND MEMBERS. THE FOUNDATION HAS OTHER MEMBERSHIP CLASSES, HOWEVER, THESE CLASSES DO NOT HAVE THE RIGHT TO ELECT MEMBERS OF THE FOUNDATION'S ORGANIZING BODY. THE NATURE OF THE RIGHTS FOR THE FOUNDATION'S FELLOW AND SENIOR FELLOW MEMBERS ARE AS FOLLOWS: FELLOW - SHALL BE ELIGIBLE TO VOTE, TO SERVE ON COMMITTEES, AND TO SERVE AS A TRUSTEE AND OFFICER. EACH FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. SENIOR FELLOW - SHALL BE ELIGIBLE TO VOTE AND TO SERVE ON COMMITTEES, BUT MAY NOT SERVE AS A TRUSTEE OR OFFICER. EACH SENIOR FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, SENIOR FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. MEMBERS - SHALL BE ELIGIBLE TO SERVE AND VOTE ON COMMITTEES, BUT MAY NOT SERVE AS TRUSTEES OR OFFICERS. EACH MEMBER OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE AT THE ANNUAL MEETING AND OTHER MEETINGS OF MEMBERS. AT EACH ANNUAL MEETING, MEMBERS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY RAFFA, P.C., AND REVIEWED FOR ACCURACY BY THE FOUNDATION'S EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE & ADMINISTRATION. A COPY OF THE FINAL RETURN IS SENT TO THE BOARD OF DIRECTORS'S EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION IS RIGOROUS IN THE ENFORCEMENT OF POLICIES THAT RELATE TO POTENTIAL CONFLICTS OF INTEREST (COI). THE FOUNDATION MAKES ITS POLICIES ON THE REPORTING OF COI CONSISTENTLY CLEAR TO ALL PHYSICIAN VOLUNTEERS WHO SERVE AS FACULTY OR ENGAGE IN BUSINESS ON BEHALF OF THE FOUNDATION. EACH VOLUNTEER WHO PARTICIPATES IN PLANNING OR AS FACULTY IS REQUIRED TO DISCLOSE ALL CONFLICTS. IF CONFLICTS ARE CONSIDERED TO BE RELEVANT, THEY ARE RESOLVED THROUGH AN UNBIASED REVIEW PROCESS. ALL RELEVANT CONFLICTS FOR PLANNERS AND FACULTY ARE DISCLOSED AS PART OF THE GIVEN PROGRAM. IN ADDITION, THE FOUNDATION MAINTAINS CLEAR CONSISTENT POLICIES ON STAFF AND VOLUNTEER EXPENSE REIMBURSEMENT AND PROVISION OF HONORARIA FOR SPEAKING ENGAGEMENTS, AND DISTRIBUTES THOSE POLICIES TO ALL VOLUNTEERS PRIOR TO THEIR ENGAGEMENT IN ANY FOUNDATION RELATED BUSINESS. LAST, THE FOUNDATION TAKES CAREFUL NOTE TO MAINTAIN STRICT COMPLIANCE WITH ALL APPLICABLE GUIDELINES AND REGULATIONS, ESPECIALLY AS THEY RELATE TO THE GAAP, ACCME, AMA AND OTHER REGULATORY BODIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE COMPENSATION FOR OFFICERS. COMPENSATION DECISIONS ARE DOCUMENTED BY E-MAILS FROM THE TREASURER. THE EXECUTIVE DIRECTOR DETERMINES AND APPROVES THE COMPENSATION FOR EMPLOYEES. COMPENSATION ANALYSIS FROM ASAE, NONPROFIT HR AND ASSOCIATION EXECUTIVES ARE USED TO ENSURE THAT THE COMPENSATION IS EQUITABLE. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS AND OTHER GOVERNING DOCUMENTS ARE ON THE FOUNDATION'S WEB SITE AT WWW.SCAI.ORG. THE FEDERAL FORM 990 MAY BE VIEWED IN-HOUSE OR COPIES ARE PROVIDED ON REQUEST FOR A NOMINAL FEE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ACCREDITATION FOR CARDIOVASCULAR EXCELLENCE INC 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 261235458 ACCREDITATION DC 501(C)(3) LINE 7 SCAIF 1 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 450699908 MEMBERSHIP DC 501(C)(6) SCAIF 1 SCAI PAC 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 452629568 POLITICAL ACTION DC 527 SCAI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS O 250156 FMV