2018-10-04T14:09:38-05:00 2017-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-01-01 650880021 PULMONARY HYPERTENSION ASSOCIATION PULM 3015653004 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 BRAD A WONG PRESIDENT & CEO 3015653004 2018-10-04 1 R MICHAEL SORRELLS P00001737 2022932200 216.59.105.130 2018-10-04 14:09:36 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0A779249EE4AB03D4EBCA877230ED83790B34DB8 2017 2018-06-14 16:35:46Z BRAD A WONG 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 9255388 0 X WWW.PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 24 24 46 12604 439000 -1360 7495965 7555166 1018372 734610 210434 213129 139216 143229 8863987 8646134 1212407 360521 0 0 4052362 2785718 0 0 772248 5871045 4469268 11135814 7615507 -2271827 1030627 16541589 18836065 2505388 2421357 14036201 16414708 X TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PH. 0 0 5551308 360521 780750 THE PULMONARY HYPERTENSION ASSOCIATION'S (PHA) VISION IS "A WORLD WITHOUT PULMONARY HYPERTENSION (PH), EMPOWERED BY HOPE AND OUR MISSION IS "TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PH." TO ACHIEVE OUR MISSION AND ULTIMATELY REALIZE OUR VISION, PHA ACCOMPLISHED THE FOLLOWING THROUGH ITS PROGRAMS AND SERVICES IN 2017.ADVOCATE FOR THE PH COMMUNITY: MOBILIZED THE PH COMMUNITY TO SEND MORE THAN 2,400 MESSAGES TO MEMBERS OF CONGRESS, REGULATORS, AND PAYERS TO EDUCATE THEM ABOUT PH, LIVING WITH PH, AND THE IMPACT OF HEALTHCARE POLICIES AND REGULATIONS ON THEM. RAISED PUBLIC AND COMMUNITY AWARENESS THROUGH PSAS AND MEDIA OUTREACH (10 MILLION+ IMPRESSIONS), SOCIAL MEDIA, PHANEWS E-NEWSLETTER (35,000 WEEKLY SUBSCRIBERS), PHASSOCIATION.ORG (460,000+ ANNUAL VISITORS), AND DISTRIBUTED FOUR ISSUES OF PATHLIGHT MAGAZINE (24,000 ANNUAL SUBSCRIBERS).EMPOWER PATIENTS AND CAREGIVERS: PROVIDED PEER SUPPORT THROUGH 240 SUPPORT GROUPS AND 712 MEETINGS NATIONWIDE, HELPED 807 NEWLY DIAGNOSED PATIENTS THROUGH OUR ENVELOPE OF HOPE, AND EDUCATED 38,000+ PATIENTS AND CAREGIVERS THROUGH OUR ONLINE PHA CLASSROOM PLATFORM.PROMOTE QUALITY PATIENT CARE: EDUCATED 492 HEALTHCARE PROVIDERS (PHYSICIANS, NURSES, PHARMACISTS, PHDS) AT OUR PH PROFESSIONAL NETWORK SYMPOSIUM, OFFERED 39 NEW CONTINUING EDUCATION COURSES TO 117,000+ USERS OF PHA ONLINE UNIVERSITY, AND PROVIDED 6,500 HOURS OF HEALTH CARE PROFESSIONAL EDUCATION.CATALYZE RESEARCH FOR A CURE: AWARDED $600,000 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 170,000 COPIES OF ADVANCES IN PH, PHA'S MEDICAL JOURNAL DISTRIBUTED WORLDWIDE. 5551308 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 102 0 1 46 1 1 1 0 0 0 0 1 1 0 0 0 0 X 24 24 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 ROGER TOWLE CHAIR 3.00 0.00 X X 0 0 0 STEPHEN L WHITE PHD IMMEDIATE PAST CHAIR 3.00 0.00 X X 0 0 0 SALLY MADDOX SECRETARY 3.00 0.00 X X 0 0 0 TONY LAHNSTON TREASURER 3.00 0.00 X X 0 0 0 ERIKA BERMAN-ROSENZWEIG MD DIRECTOR 3.00 0.00 X 0 0 0 COLLEEN BRUNETTI DIRECTOR 3.00 0.00 X 0 0 0 FRANK CANN DIRECTOR (7/17 - 12/17) 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 3.00 0.00 X 0 0 0 RAMONA DOYLE MD MSC DIRECTOR 3.00 0.00 X 0 0 0 KAREN FAGAN MD DIRECTOR 3.00 0.00 X 0 0 0 STACEY GAUSLING OTL 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 MITCHELL KOPPELMAN PHD DIRECTOR 3.00 0.00 X 0 0 0 MIKE MCGOON MD DIRECTOR 3.00 0.00 X 0 0 0 VALLERIE MCLAUGHLIN MD DIRECTOR 3.00 0.00 X 0 0 0 RITA ORTH RN DIRECTOR 3.00 0.00 X 0 0 0 RON OUDIZ MD DIRECTOR 3.00 0.00 X 0 0 0 DIANE RAMIREZ DIRECTOR 3.00 0.00 X 0 0 0 FRAN ROGERS MSN CRNP DIRECTOR 3.00 0.00 X 0 0 0 TRACI STEWART RN MSN DIRECTOR 3.00 0.00 X 0 0 0 JACK STIBBS ESQ DIRECTOR (1/17 - 6/17) 3.00 0.00 X 0 0 0 DOUG TAYLOR DIRECTOR 3.00 0.00 X 0 0 0 MELISA WILSON ARNP DIRECTOR 3.00 0.00 X 0 0 0 BRAD WONG PRESIDENT/CEO 37.00 3.00 X 221475 0 14291 AZALEA CANDELARIA VP OF DEVELOPMENT (THRU 7/17) 40.00 0.00 X 64040 0 0 TORGRIM FORBERG VP OF FINANCE 37.00 3.00 X 114856 0 3688 MARY KOZIK VP OF DEVELOPMENT (THRU 3/17) 40.00 0.00 X 31257 0 0 LAUREN LEFKOWITZ VP OF HUMAN RESOURCES 40.00 0.00 X 106717 0 13996 KELLY WILLIAMS VP OF COMM & MKTG 40.00 0.00 X 121794 0 11817 660139 0 43792 4 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS LLC 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION PROVIDER 1390586 ALLEN PRESS PO BOX 621 LAWRENCE KS 660440621 DESIGN AND PRINT SERVICES 237498 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 022846193 CONTRACT LABOR 153057 GRAPHTEC PO BOX 842307 BOSTON MA 022842307 PRINTING SERVICES 131757 BETHESDA NORTH MARRIOTT HOTEL & CONFEREN 5701 MARINELLI ROAD NORTH BETHESDA MD 20852 CONFERENCE SERVICES 118788 6 413749 7141417 7555166 PUBLICATIONS 900099 439000 439000 MEMBERSHIP DUES 900099 213400 213400 CONFERENCE 900099 82210 82210 734610 213317 213317 188 -188 -188 -188 703258 413749 609066 94192 94192 46140 0 46140 46140 OTHER REVENUE 900099 2897 2897 2897 8646134 341750 439000 310218 X 291601 291601 16200 16200 52720 52720 2288080 1346821 573542 367717 497638 268668 146521 82449 19900 19900 49486 49486 46956 46956 104532 45953 58579 1934161 1857743 -47231 123649 155430 151840 3590 141619 65259 48008 28352 76601 27830 43676 5095 360337 187128 100789 72420 158833 107700 33290 17843 486450 395929 73381 17140 53532 53532 45207 44807 400 PUBLICATIONS 226814 226814 0 0 DESIGN & PRINTING 183201 163372 1197 18632 CME ACCREDITATION FEES 141198 141198 0 0 SUPPORT GROUP DIRECT EX 134056 134056 0 0 150955 23520 92474 34961 7615507 5551308 1291951 772248 3104830 2426021 801247 2020442 71535 81363 310957 215498 148991 95459 12360021 14167112 54965 45668 16541589 18836065 650296 779166 1435947 1114697 288000 381616 131145 145878 2505388 2421357 X 4676587 4560886 7054982 9532190 2304632 2321632 14036201 16414708 16541589 18836065 X 1030627 1696421 -348541 X X 0 1 X 1 0 X 9068917 8523860 10203652 7495965 7555166 42847560 223032 412750 373329 470200 341750 1821061 9291949 8936610 10576981 7966165 7896916 44668621 4703973 3843934 1641689 6737390 6320280 23247266 0 4703973 3843934 1641689 6737390 6320280 23247266 21421355 320778 318463 203352 210789 213317 1266699 57980 57980 320778 318463 203352 268769 213317 1324679 76 227501 238645 -5349 2897 463770 9612803 9482574 11018978 8229585 8113130 46457070 0.46110 0.51300 0.02850 0.03180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2013 AMOUNT: $ 76. 2014 AMOUNT: $ 227,501. 2015 AMOUNT: $ 238,645. 2016 AMOUNT: $ -5,349. 2017 AMOUNT: $ 2,897. 46956 46956 7488275 7535231 526762 131691 0 0 635058 581879 732289 526762 2475988 3713982 50714 48489 47555 46956 193714 158765 145470 183072 131691 618998 928497 2304632 17000 336946 336946 2321632 2204632 100000 262599 262599 2304632 1875475 140000 18812 -170345 2204632 1875475 1875475 1875475 1875475 0.00000 1.00000 0.00000 0 0 34835 25280 9555 85463 75822 9641 190659 114396 76263 95459 DEFFERED RENT 104277 DUE TO PHCC 41601 145878 10951621 1696421 609066 2305487 8646134 0 8646134 8573114 957606 957606 7615508 0 7615508 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 609,066. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 609,066. RETURN OF UNSPENT DONOR FUNDS 348,540. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES GRANTS 15000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES GRANTS 3920 SOUTH ASIA 0 0 PROGRAM SERVICES GRANTS 10000 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTS 10800 SOUTH AMERICA 0 0 PROGRAM SERVICES GRANTS 10000 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTS 3000 0 0 0 0 0 0 52720 0 52720 LANTOS GRANT EUROPE (INCLUDING ICELAND & GREENLAND) 3 15000 WIRE LANTOS GRANT CENTRAL AMERICA AND THE CARIBBEAN 2 3920 WIRE LANTOS GRANT SOUTH ASIA 2 10000 WIRE LANTOS GRANT NORTH AMERICA 2 10800 WIRE LANTOS GRANT SOUTH AMERICA 2 10000 WIRE LANTOS GRANT SUB-SAHARAN AFRICA 1 3000 WIRE 0 0 0 0 0 0 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. CRAWPHISH FESTIVAL 148390 18313 130077 71544 BBQ FESTIVAL 83826 4593 79233 91373 54 884791 390843 493948 446149 1117007 413749 703258 609066 609066 94192 1 ATS FOUNDATION 25 BROADWAY 18TH FLOOR NEW YORK NY 10004 202138855 501(C)(3) 250000 RESEARCH AWARD PULMONARY HYPERTENSION CARE CENTERS INC 801 ROEDER ROAD SUITE 1000 SILVER SPRING MD 20910 811030889 501(C)(3) 41601 PROGRAM SUPPORT 2 0 LANTOS AWARDS 3 15000 CTEPH AWARENESS DAY GRANT 1 1200 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 221475 0 0 0 0 0 4125 0 12713 0 238313 0 0 0 PART I, LINE 3 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 NEWLY HIRED PRESIDENT/CEO. 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 NEWLY HIRED 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 CONSULTING: PROGRAM SERVICE EXPENSES 55,962. MANAGEMENT AND GENERAL EXPENSES 1,013. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,975. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,225. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,225. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,801,781. MANAGEMENT AND GENERAL EXPENSES -55,469. FUNDRAISING EXPENSES 123,649. TOTAL EXPENSES 1,869,961. FORM 990, PART XI, LINE 9: RETURN OF UNSPENT DONOR FUNDS -348,541. 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