THE SOCIETY FOR CARIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE SOCIETY FOR CARIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS (EIN 34-1266824)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201743199349308044
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T12:25:57-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521511275PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAFFA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW SUITE 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341266824EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHYBusinessNameLine1Txt
Business Name Line2AND INTERVENTIONS FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone2027419854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 17TH STREET NW NO 330AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFRANCESCA DEAPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2027419854PhoneNum
Signature2017-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2028225000PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address207.238.152.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm13:25:49IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdFFA2BC33170E4325356C19B39EDBBFEB056B45D7AtSubmissionCreationDeviceId
At Submission Filing Device IdD8B48308BC061A0DC07B446220B2988984B4F8A7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerFRANCESCA DEAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 17TH STREET NW NO 330AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,816,199GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SCAI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1978FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION'S MISSION IS TO PROMOTE EXCELLENCE IN INTERVENTIONAL CARDIOVASCULAR MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body24VotingMembersGoverningBodyCnt
Voting Members Independent24VotingMembersIndependentCnt
Total Employee21TotalEmployeeCnt
Total Volunteers220TotalVolunteersCnt
Total Gross UBI$143,961TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$97,045NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,888,906PYContributionsGrantsAmt
CY Contributions Grants$1,706,363CYContributionsGrantsAmt
PY Program Service Revenue$3,459,950PYProgramServiceRevenueAmt
CY Program Service Revenue$3,973,611CYProgramServiceRevenueAmt
PY Investment Income$186,798PYInvestmentIncomeAmt
CY Investment Income$71,886CYInvestmentIncomeAmt
PY Other Revenue$215,126PYOtherRevenueAmt
CY Other Revenue$347,974CYOtherRevenueAmt
PY Total Revenue$5,750,780PYTotalRevenueAmt
CY Total Revenue$6,099,834CYTotalRevenueAmt
PY Grants And Similar Paid$6,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$74,706CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,909,635PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,767,266CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$1,323PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$121,225CYTotalFundraisingExpenseAmt
PY Other Expenses$3,729,151PYOtherExpensesAmt
CY Other Expenses$4,638,046CYOtherExpensesAmt
PY Total Expenses$5,646,109PYTotalExpensesAmt
CY Total Expenses$6,480,018CYTotalExpensesAmt
PY Revenues Less Expenses$104,671PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$380,184CYRevenuesLessExpensesAmt
Total Assets BOY$4,075,830TotalAssetsBOYAmt
Total Assets EOY$4,798,481TotalAssetsEOYAmt
Total Liabilities BOY$2,944,390TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,988,678TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,131,440NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$809,803NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,658,982ExpenseAmt
Grant$74,706GrantAmt
Revenue$3,107,791RevenueAmt
DescTHE 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.Desc
Total Program Service Expenses$4,658,982TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee21EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members24GoverningBodyVotingMembersCnt
Independent Voting Member24IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FRANCESCA DEABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2027419854PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 17TH STREET NW NO 330AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
KENNETH ROSENFIELD MD
PRESIDENT2.002.00Yes (X)Yes (X)$0$0$0
JAMES C BLANKENSHIP MD
PAST PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
CHARLES E CHAMBERS MD
PAST PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
KIRK N GARRATT MD
VICE PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
EHTISHAM MAHMUD MD
SECRETARY1.001.00Yes (X)Yes (X)$750$0$0
DAVID A COX MD
TREASURER1.001.00Yes (X)Yes (X)$0$0$0
J DAWN ABBOTT MD
TRUSTEE0.500.50Yes (X)$0$0$0
JANICE BAKER RN MSN
TRUSTEE0.500.50Yes (X)$0$0$0
EMMANOUIL S BRILAKIS MD PHD
TRUSTEE0.500.50Yes (X)$0$0$0
OSVALDO S GIGLIOTTI MD
TRUSTEE0.500.50Yes (X)$0$0$0
LUIS A GUZMAN MD
TRUSTEE0.500.50Yes (X)$0$0$0
TAREK A HELMY MD
TRUSTEE - UNTIL 05/20160.500.50Yes (X)$0$0$0
KALON HO MD MSC
TRUSTEE0.500.50Yes (X)$0$0$0
MICHAEL R JAFF DO
TRUSTEE0.500.50Yes (X)$0$0$0
DENNIS W KIM MD PHD
TRUSTEE0.500.50Yes (X)$0$0$0
AYMAN K A MANDIZ MD
TRUSTEE0.500.50Yes (X)$0$0$0
OSCAR A MENDIZ MD
TRUSTEE0.500.50Yes (X)$0$0$0
SUNDEEP MISHRA MD
TRUSTEE0.500.50Yes (X)$0$0$0
SRIHARI S NAIDU MD
TRUSTEE0.500.50Yes (X)$0$0$0
THACH N NGUYEN MD
TRUSTEE0.500.50Yes (X)$0$0$0
SHAO-PING NIE MD PHD
TRUSTEE0.500.50Yes (X)$0$0$0
SUNIL V RAO MD
TRUSTEE0.500.50Yes (X)$0$0$0
ROBERT N VINCENT MD
TRUSTEE0.500.50Yes (X)$0$0$0
GERALD S WERNER MD
TRUSTEE - UNTIL 05/20160.500.50Yes (X)$0$0$0
FRANK J HILDNER MD
TRUSTEE FOR LIFE0.500.50Yes (X)$0$0$0
WILLIAM C SHELDON MD
TRUSTEE FOR LIFE, LAB SURVEY0.500.50Yes (X)$0$0$0
JOAN R GOLDBERG
CONSULTANT, INT. ED - AS OF 05/201628.808.70Yes (X)$0$0$0
LISA OLSON
EXECUTIVE DIRECTOR - UNTIL 03/201628.808.70Yes (X)$190,013$0$10,860
WAYNE A POWELL
SR DIR., ADVOCACY AND GOV'T RELATIONS28.808.70$217,586$0$58,898Yes (X)
ERIC GRAMMER
SR DIR., MRKT. & GLOBAL INITIATIVES28.808.70$170,313$0$46,455Yes (X)
ANNE MARIE SMITH
VP OF EDU. & QUALITY - UNTIL 10/201628.808.70$148,930$0$5,363Yes (X)
DAWN R GRAY
DIR. REIMB. AND REG. AFFAIRS28.808.70$135,539$0$46,176Yes (X)
JOEL C HARDER
DIR. CLINICAL DOC. AND INITIATIVES28.808.70$127,560$0$28,734Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$990,691TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$196,486TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HYATT REGENCY ORLANDO
PO BOX 848148DALLASTX75284HOTEL SERVICES FOR CONFERENCE$657,634
OVATION INC
1138 SECOND NNASHVILLETN37208AUDIO VISUAL$516,708
NEVADA PROPERTY 1 LLC
PO BOX 912816DENVERCO80291HOTEL SERVICES FOR CONFERENCE$366,707
CHAZIN AND COMPANY
702 RUSSELL AVENUE SUITE 470GAITHERSBURGMD20877ACCOUNTING SERVICES$230,417
TRANSITION MANAGEMENT CONSULTING INC
4877 TINASA WAYSAN DIEGOCA92124HR CONSULTING SERVICES$206,703
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,706,363AllOtherContributionsAmt
Total Contributions$1,706,363TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEETING INCOME900099$1,901,683$1,071,123$830,560
SATELLITE SYMPOSIUM900099$1,169,650$1,169,650
PUBLICATIONS541800$640,000$604,740$35,260
CORPORATE COMMUNITY900099$217,000$217,000
CONTRACT REVENUE900099$45,278$45,278
FieldValueIRS element (for citing)
Total Program Service Revenue$3,973,611TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,647TotalRevenueColumnAmt
Exclusion$62,647ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$160,924TotalRevenueColumnAmt
Exclusion$160,924ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,725,604SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,716,365SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,239SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,239TotalRevenueColumnAmt
Exclusion$9,239ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
JOB BOARD900004$108,701$108,701
ADVERTISING900099$44,899$44,899
MAILING LIST RENTALS900099$30,000$30,000

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,450TotalRevenueColumnAmt
Exclusion$3,450ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$187,050OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,099,834TotalRevenueColumnAmt
Related Or Exempt Func Income$3,107,791RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$143,961UnrelatedBusinessRevenueAmt
Exclusion$1,141,719ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$74,706TotalAmt
Program Services$74,706ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$201,623TotalAmt
Program Services$161,448ProgramServicesAmt
Management And General$40,175ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,198,885TotalAmt
Program Services$607,320ProgramServicesAmt
Management And General$538,434ManagementAndGeneralAmt
Fundraising$53,131FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$130,374TotalAmt
Program Services$70,114ProgramServicesAmt
Management And General$55,097ManagementAndGeneralAmt
Fundraising$5,163FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$116,207TotalAmt
Program Services$80,893ProgramServicesAmt
Management And General$18,356ManagementAndGeneralAmt
Fundraising$16,958FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$120,177TotalAmt
Program Services$65,702ProgramServicesAmt
Management And General$49,877ManagementAndGeneralAmt
Fundraising$4,598FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$233,266TotalAmt
Program Services$100,304ProgramServicesAmt
Management And General$116,633ManagementAndGeneralAmt
Fundraising$16,329FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$47,538TotalAmt
Program Services$2,299ProgramServicesAmt
Management And General$45,239ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$298,937TotalAmt
Program Services$10,093ProgramServicesAmt
Management And General$288,844ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$36,431TotalAmt
Management And General$36,431ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$450,164TotalAmt
Program Services$233,604ProgramServicesAmt
Management And General$205,294ManagementAndGeneralAmt
Fundraising$11,266FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$250,866TotalAmt
Program Services$250,759ProgramServicesAmt
Management And General$107ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$145,998TotalAmt
Program Services$39,546ProgramServicesAmt
Management And General$104,284ManagementAndGeneralAmt
Fundraising$2,168FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$412,047TotalAmt
Program Services$398,682ProgramServicesAmt
Management And General$13,138ManagementAndGeneralAmt
Fundraising$227FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$158,713TotalAmt
Management And General$158,231ManagementAndGeneralAmt
Fundraising$482FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$777,920TotalAmt
Program Services$743,255ProgramServicesAmt
Management And General$26,536ManagementAndGeneralAmt
Fundraising$8,129FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,637,538TotalAmt
Program Services$1,561,540ProgramServicesAmt
Management And General$63,463ManagementAndGeneralAmt
Fundraising$12,535FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$121,549TotalAmt
Management And General$121,549ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$28,077TotalAmt
Management And General$28,077ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & SUBSCRIPTIONS$331,710$331,568$142
PRINTING & REPRODUCTION$66,667$66,638$29
INDIRECT COST SHARE-$359,375-$139,489-$210,125-$9,761

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$6,480,018TotalAmt
Program Services$4,658,982ProgramServicesAmt
Management And General$1,699,811ManagementAndGeneralAmt
Fundraising$121,225FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$119,417BOYAmt
EOY$746,617EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$698,819BOYAmt
EOY$98,258EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$10,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$276,750BOYAmt
EOY$318,585EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$75,000BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,130BOYAmt
EOY$145,529EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,521,319LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,429,399LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$201,924BOYAmt
EOY$91,920EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,605,578BOYAmt
EOY$3,365,136EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$52,776BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$22,436BOYAmt
EOY$22,436EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,075,830BOYAmt
EOY$4,798,481EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$720,373BOYAmt
EOY$784,811EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$192,839BOYAmt
EOY$265,437EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,031,178BOYAmt
EOY$2,938,430EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,944,390BOYAmt
EOY$3,988,678EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$477,204BOYAmt
EOY$397,485EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$654,236BOYAmt
EOY$412,318EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,131,440BOYAmt
EOY$809,803EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,075,830BOYAmt
EOY$4,798,481EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$380,184ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$123,542NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$64,995OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,321,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,559,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,402,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,888,906CurrentTaxYearMinus1YearAmt
Current Tax Year$1,706,363CurrentTaxYearAmt
Total$11,879,501TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,321,850CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,559,422CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,402,960CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,888,906CurrentTaxYearMinus1YearAmt
Current Tax Year$1,706,363CurrentTaxYearAmt
Total$11,879,501TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,460,349SubstantialContributorsTotAmt
Public Support Total170$4,419,152PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$649,617CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$52,010CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$73,329CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$144,025CurrentTaxYearMinus1YearAmt
Current Tax Year$253,571CurrentTaxYearAmt
Total$1,172,552TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$84,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$58,437CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$50,717CurrentTaxYearMinus1YearAmt
Current Tax Year$98,045CurrentTaxYearAmt
Total$291,264TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,177CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$56,594CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,694CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$75,493CurrentTaxYearMinus1YearAmt
Current Tax Year$48,349CurrentTaxYearAmt
Total$238,307TotalAmt
FieldValueIRS element (for citing)
Total Support$13,581,624TotalSupportAmt
Gross Receipts Rltd Activities$15,059,224GrossReceiptsRltdActivitiesAmt
Public Support CY1700.32540PublicSupportCY170Pct
Public Support PY1700.33500PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170Yes (X)ThirtyThrPctSuprtTestsPY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2012 AMOUNT: $ 1,277. 2013 AMOUNT: $ 6,160. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 3,450. HONORARIA - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 3,990. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. EMBLEM PRODUCTS - 2012 AMOUNT: $ 900. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. ADVERTISING - 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 50,434. 2014 AMOUNT: $ 51,704. 2015 AMOUNT: $ 75,493. 2016 AMOUNT: $ 44,899.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,243OtherCostOrOtherBasisAmt
Depreciation$10,243DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,043OtherCostOrOtherBasisAmt
Depreciation$153,000DepreciationAmt
Book Value$29,043BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,329,033OtherCostOrOtherBasisAmt
Depreciation$1,266,156DepreciationAmt
Book Value$62,877BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$91,920TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO AFFILIATE$2,881,002
DEFERRED RENT$57,428
FieldValueIRS element (for citing)
Total Liability$2,938,430TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED DECEMBER 31, 2016, 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 STATUSExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeHONORARIUMGrantTypeTxt
Recipient62RecipientCnt
Cash Grant$74,706CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LISA OLSON
EXECUTIVE DIRECTOR - UNTIL 03/2016$45,675$0$0$0$144,338$0$4,591$0$6,269$0$200,873$0$0$0
WAYNE A POWELL
SR DIR., ADVOCACY AND GOV'T RELATION$216,186$0$0$0$1,400$0$20,904$0$37,994$0$276,484$0$0$0
ERIC GRAMMER
SR DIR., MRKT. & GLOBAL INITIATIVES$140,133$0$30,000$0$180$0$17,539$0$28,916$0$216,768$0$0$0
ANNE MARIE SMITH
VP OF EDU. & QUALITY - UNTIL 10/2016$144,169$0$4,000$0$761$0$0$0$5,363$0$154,293$0$0$0
DAWN R GRAY
DIR. REIMB. AND REG. AFFAIRS$131,139$0$4,000$0$400$0$13,136$0$33,040$0$181,715$0$0$0
JOEL C HARDER
DIR. CLINICAL DOC. AND INITIATIVES$127,393$0$0$0$167$0$15,945$0$12,789$0$156,294$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 4ALISA OLSON, EXECUTIVE DIRECTOR, RECEIVED A SEVERANCE PAYMENT OF $144,100.
PART I, LINE 7DURING THE YEAR ENDED DECEMBER 31, 2016, THE FOUNDATION'S STAFF WERE PAID DISCRETIONARY BONUSES WHICH WERE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, BASED ON PERFORMANCE EVALUATIONS.
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 $233,266 DURING THE YEAR ENDED DECEMBER 31, 2016.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE 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 SEVEN MONTH PERIOD DURING THE DECEMBER 31, 2016 TAX YEAR.
FORM 990, PART VI, SECTION A, LINE 4THE FOUNDATION AMENDED THE BYLAWS ON DECEMBER 20, 2016 AND CHANGED THE COMPOSITION OF THE GOVERNING BODY'S VOTING MEMBERS TO INCLUDE FELLOW, SENIOR FELLOW, AND MEMBERS.
FORM 990, PART VI, SECTION A, LINE 6THERE 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 7ATHERE 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 11BTHE FEDERAL FORM 990 IS PREPARED BY RAFFA, P.C., AND REVIEWED FOR ACCURACY BY THE FOUNDATION'S EXECUTIVE DIRECTOR, VICE PRESIDENT OF FINANCE & ADMINISTRATION, AND HUMAN RESOURCES. 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 12CTHE 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 15THE BOARD OF DIRECTOR'S EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. COMPENSATION DECISIONS ARE DOCUMENTED BY E-MAILS FROM THE TREASURER. COMPENSATION ANALYSIS FROM TRINET, ASAE, AND ASSOCIATION EXECUTIVE ARE USED TO ENSURE THAT THE COMPENSATION IS EQUITABLE.
FORM 990, PART VI, SECTION C, LINE 19BYLAWS 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.
FORM 990, PART XI, LINE 9:EQUITY LOSS IN ACE, INC. -52,776. RETURN OF UNUSED GRANT FUNDS -12,219.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ACCREDITATION FOR CARDIOVASCULAR EXCELLENCE INC
1100 17TH STREET NW SUITE 330WASHINGTONDC20036261235458ACCREDITATIONDC501(C)(3)LINE 7SCAIFYes (1)
SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS
1100 17TH STREET NW SUITE 330WASHINGTONDC20036450699908MEMBERSHIPDC501(C)(6)SCAIFYes (1)
SCAI PAC
1100 17TH STREET NW SUITE 330WASHINGTONDC20036452629568POLITICAL ACTIONDC527SCAI0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeOTransactionTypeTxt
Involved$495,242InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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