VOCATE EDUCATION SOLUTIONS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VOCATE EDUCATION SOLUTIONS INC (EIN 27-2280465)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201603199349311355
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:32:01-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100362602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272280465 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL AND PATIENT EDUCATORS | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLIN | BusinessNameControlTxt |
| Phone | 3039534580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 S BROADWAY SUITE 200-525 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS RAMETTA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3039534580 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES SWEENEY | PreparerPersonNm |
| PTIN | P01263012 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THEODORE POLIN EXEC DIR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 S BROADWAY SUITE 200-525 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $810,541 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CPEA-ASSN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $384,912 | PYContributionsGrantsAmt |
| CY Contributions Grants | $810,541 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $384,912 | PYTotalRevenueAmt |
| CY Total Revenue | $810,541 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,355 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $132,092 | PYOtherExpensesAmt |
| CY Other Expenses | $819,113 | CYOtherExpensesAmt |
| PY Total Expenses | $164,092 | PYTotalExpensesAmt |
| CY Total Expenses | $858,468 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $220,820 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$47,927 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $261,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,602,539 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,260 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,399,299 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $251,167 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $203,240 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $293,428 | ExpenseAmt |
| Desc | SEE SCHEDULE O.CLINICAL ISSUES IN TYPE 2 DIABETES DISCUSSIONS AND DEBATES AROUND GLP-1 RECEPTOR AGONISTS WAS A SATELLITE SYMPOSIUM CERTIFIED BY THE ORGANIZATION AT THE 75TH SCIENTIFIC SESSIONS OF THE AMERICAN DIABETES ASSOCIATION (ADA). FOLLOWING THE SATELLITE SYMPOSIUM AT THE ADA, THE ORGANIZATION PRODUCED AN ONLINE COMPONENT RELATED TO THE LIVE CONTENT. THE GOALS OF THIS PROGRAM WERE TO HELP LEARNERS: (1) DESCRIBE THE RELATIVE BENEFITS AND RISKS OF GLP-1 RECEPTOR AGONISTS VERSUS OTHER ORAL AND INJECTABLE ANTI-DIABETES MEDICATIONS, (2) SELECT AMONG AVAILABLE SHORT- AND LONG-ACTING GLP-1 RECEPTOR AGONISTS WHEN INTENSIFYING T2DM THERAPY FOR VARIOUS PATIENT TYPES, (3) TAILOR COMBINATION REGIMENS THAT INCLUDE GLP-1 RECEPTOR AGONISTS AND OTHER ANTI-HYPERGLYCEMIC AGENTS BASED ON DISEASE SEVERITY, COMORBIDITIES, AND RISKS OF HYPOGLYCEMIA, AND (4) ENGAGE IN OPEN DIALOGUES WITH PATIENTS ABOUT THE CLINICAL PROFILES OF GLP-1 RECEPTOR AGONISTS AND TREATMENT ADHERENCE. THE ORGANIZATION PROVIDED 1.0 HOURS OF CME CREDIT FOR LEARNERS WHO PARTICIPATED IN THE LIVE SATELLITE SYMPOSIUM AND 1.0 HOURS OF CME CREDIT FOR LEARNERS WHO PARTICIPATED IN THE ONLINE ACTIVITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $164,154 | ExpenseAmt |
| Desc | SEE SCHEDULE O. TARGET-SPECIFIC ORAL ANTICOAGULATION IN CLINICAL PRACTICE: BREAKING NEWS, CONTEMPORARY VIEWS WAS A SATELLITE SYMPOSIUM CERTIFIED BY THE ORGANIZATION AT THE INTERNAL MEDICINE 2015 ANNUAL MEETING OF THE AMERICAN COLLEGE OF PHYSICIANS. THE GOALS OF THIS PROGRAM WERE TO HELP LEARNERS: (1) DEFINE THE VARIOUS INDICATIONS FOR THE USE OF CURRENT AND EMERGING TARGET-SPECIFIC ORAL ANTICOAGULANTS, (2) DISCUSS GUIDELINE-RECOMMENDED APPROACHES TO APPROPRIATE SELECTION OF VENOUS THROMBOEMBOLISM TREATMENT, AND (3) APPLY OBJECTIVE, EVIDENCE-BASED RISK ASSESSMENT TOOLS TO DETERMINE APPROPRIATE CANDIDATES FOR STROKE PREVENTION IN PATIENTS WITH NON-VALVULAR ATRIAL FIBRILLATION. THE ORGANIZATION PROVIDED 1.5 HOURS OF CME CREDIT FOR LEARNERS WHO PARTICIPATED IN THIS ACTIVITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $147,875 | ExpenseAmt |
| Desc | SEE SCHEDULE O.HOSPITALISTS ON THE FRONTLINE: PREVENTING AND MANAGING THROMBOEMBOLIC EVENTS WAS A SATELLITE SYMPOSIUM CERTIFIED BY THE ORGANIZATION AT THE HOSPITAL MEDICINE 2015 ANNUAL MEETING OF THE SOCIETY OF HOSPITAL MEDICINE. THE GOALS OF THIS PROGRAM WERE TO HELP LEARNERS: (1) IDENTIFY THE PATHOPHYSIOLOGY AND RISK FACTORS FOR NON-VALVULAR ATRIAL FIBRILLATION (NVAF), AND STROKE RISK IN THE NVAF POPULATION, (2) DESCRIBE VENOUS THROMBOEMBOLISM PATHOPHYSIOLOGY, RISK ASSESSMENT, AND THE IMPORTANCE OF PROPHYLAXIS AND TREATMENT, AND (3) EVALUATE THE PHARMACOLOGIC DIFFERENCES AMONG AVAILABLE ORAL ANTICOAGULANTS USING EFFICACY AND SAFETY DATA. THE ORGANIZATION PROVIDED 2.0 HOURS OF CME CREDIT FOR LEARNERS WHO PARTICIPATED IN THIS ACTIVITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $189,089 | ExpenseAmt |
| Desc | THE PROVISION OF EDUCATION PROGRAMS THAT ARE DESIGNED TO IMPROVE PRACTITIONER DIAGNOSIS AND TREATMENT COMPETENCE, AS WELL AS HELP PATIENTS ENJOY HEALTHIER AND HAPPIER LIVES AFTER BEING DIAGNOSED WITH A DISEASE OR OTHER HEALTH-RELATED ISSUE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $189,089 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $794,546 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE ANZUONI ASSISTANT SECRETARY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039534580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 SOUTH BROADWAY SUITE 200-525 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80209 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| RICHARD FRIEDMAN | ||||||||
| CHAIRMAN OF THE BOARD | 2.00 | 6.00 | Yes (X) | Yes (X) | $13,368 | $27,164 | $0 | |
| THEODORE POLIN | ||||||||
| EXECUTIVE DIRECTOR & BOARD MEMBER | 5.00 | 35.00 | Yes (X) | Yes (X) | $3,000 | $282,842 | $1,930 | |
| STEPHEN BURGHARDT | ||||||||
| BOARD MEMBER | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| DR CHRISTOPHER HAWK | ||||||||
| BOARD MEMBER | 2.00 | 6.00 | Yes (X) | $12,118 | $24,355 | $0 | ||
| SHEILA MCDEVITT | ||||||||
| BOARD MEMBER | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW WOOTTEN | ||||||||
| BOARD MEMBER | 2.00 | 6.00 | Yes (X) | $12,118 | $24,355 | $0 | ||
| THOMAS RAMETTA | ||||||||
| TREASURER | 2.00 | 40.00 | Yes (X) | $0 | $255,175 | $17,128 | ||
| NICHOLAS JANIGA | ||||||||
| SECRETARY | 2.00 | 40.00 | Yes (X) | $0 | $266,259 | $18,057 | ||
| NEWMAN HOFFMAN | ||||||||
| ASSISTANT SECRETARY | 2.00 | 40.00 | Yes (X) | $0 | $114,985 | $9,056 | ||
| STEVEN KEMLER | ||||||||
| FORMER DIRECTOR/VP | 0.00 | 40.00 | $0 | $280,708 | $5,489 | Yes (X) | ||
| LOWELL LIFSCHULTZ | ||||||||
| FORMER CHAIRMAN/PRESIDENT | 0.00 | 40.00 | $0 | $220,192 | $100 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $40,604 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,496,035 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $51,760 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADVANCED STUDIES IN MEDICINE | |||||
| 166 W MAIN STREET | SOMERVILLE | NJ | 08876 | EDUCATIONAL PARTNER | $391,500 |
| PARADIGM MEDICAL COMMUNICATIONS | |||||
| 523 ROUTE 303 | ORANGEBURG | NY | 10962 | EDUCATIONAL PARTNER | $274,398 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $810,541 | AllOtherContributionsAmt |
| Total Contributions | $810,541 | TotalContributionsAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $810,541 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,355 | TotalAmt |
| Management And General | $39,355 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,306 | TotalAmt |
| Management And General | $11,306 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,655 | TotalAmt |
| Management And General | $1,655 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,254 | TotalAmt |
| Program Services | $1,689 | ProgramServicesAmt |
| Management And General | $565 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,484 | TotalAmt |
| Management And General | $8,484 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,991 | TotalAmt |
| Management And General | $1,991 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $566 | TotalAmt |
| Management And General | $566 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| EDUCATIONAL PROGRAMS | $787,557 | $787,557 |
| ACCREDITATION EXPENSE | $5,300 | $5,300 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $858,468 | TotalAmt |
| Program Services | $794,546 | ProgramServicesAmt |
| Management And General | $63,922 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $259,846 | BOYAmt |
| EOY | $512,305 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $37,631 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,051,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,699 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $684 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,581 | BOYAmt |
| EOY | $1,015 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,427 | BOYAmt |
| EOY | $1,602,539 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,260 | BOYAmt |
| EOY | $37,631 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,361,668 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,260 | BOYAmt |
| EOY | $1,399,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,167 | BOYAmt |
| EOY | $203,240 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $251,167 | BOYAmt |
| EOY | $203,240 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,427 | BOYAmt |
| EOY | $1,602,539 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$47,927 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,541 | CurrentTaxYearAmt |
| Total | $1,824,085 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $205,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $372,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $384,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $810,541 | CurrentTaxYearAmt |
| Total | $1,824,085 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,376,301 | SubstantialContributorsTotAmt |
| Public Support Total170 | $447,784 | PublicSupportTotal170Amt |
| Total Support | $1,824,085 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $22,008 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.24550 | PublicSupportCY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | CLINICAL AND PATIENT EDUCATORS ASSOCIATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC 170(B)(1)(A)(VI) BECAUSE IT SATISFIES THE FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). FIRST, THE ORGANIZATION SATISFIES THE THRESHOLD CRITERIA IN THE REGULATIONS; IT RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. IN ADDITION, THEORGANIZATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATION AS BEING INDICATIVE OF PUBLIC SUPPORT:PERCENTAGE OF FINANCIAL SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(A)). DURING THE FIVE-YEAR PERIOD ENDING ON DECEMBER 31, 2015, THE PORTION OF THE ORGANIZATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 24.55% (SEE SCHEDULE A, PART II) FAR IN EXCESS OF THE 10% THRESHOLD.SOURCES OF SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(B)). THE ORGANIZATION RECEIVES ITS PUBLIC SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS WITHIN THE HEALTHCARE AND PHARMACEUTICAL INDUSTRIES, AND DOES NOT DEPEND ON A SINGLE DONOR FOR CONTRIBUTIONS OR GRANTS. REPRESENTATIVE GOVERNING BODY (TREAS. REG. 1.170A-9(F)(3)(III)(C)). THE ORGANIZATION IS GUIDED BY A BOARD COMPRISED OF A MAJORITY OF INDEPENDENT DIRECTORS. THE DIRECTORS HAVE EXPERTISE IN MEDICINE, EDUCATION, NOT-FOR-PROFIT MANAGEMENT, LAW AND FINANCE. THESE INDIVIDUALS ENSURE THAT THE ORGANIZATION OPERATES FOR THE INTERESTS OF THE HEALTHCARE PRACTITIONERS AND PATIENT COMMUNITIES IT SERVES AS OPPOSED TO THE PERSONAL OR PRIVATE INTERESTS OF ANY PARTICULAR DONOR OR GRANTOR.AVAILABILITY OF PUBLIC SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES (TREAS. REG. 1.170A-9(F)(3)(III)(D)). OVER THE PAST FIVE TAX YEARS, THE ORGANIZATION HAS BEEN DEVELOPING QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. THE ACTIVITIES PROVIDED BY THE ORGANIZATION ARE OPEN TO ALL OF THOSE IN THE GENERAL PUBLIC THAT HAVE AN INTEREST IN THE TOPICS ADDRESSED BY SUCH ACTIVITIES. SPECIFICALLY, THE ORGANIZATION PROVIDES EDUCATION PROGRAMS THAT ARE DESIGNED TO IMPROVE PRACTITIONER DIAGNOSIS AND TREATMENT COMPENTENCE, AS WELL AS HELP PATIENTS ENJOY HEALTHIER AND HAPPIER LIVES AFTER BEING DIAGNOSED WITH A DISEASE OR OTHER HEALTH-RELATED ISSUE. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,699 | OtherCostOrOtherBasisAmt |
| Depreciation | $684 | DepreciationAmt |
| Book Value | $1,015 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,015 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") WHEREBY ONLY UNRELATED BUSINESS INCOME AS DEFINED BY SECTION 512(A)(1) OF THE IRC IS SUBJECT TO FEDERAL INCOME TAX. ANY TAX ON THE UNRELATED BUSINESS ACTIVITIES IS NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES IS RECORDED IN THESE CONSOLIDATED FINANCIAL STATEMENTS. FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDING DECEMBER 31, 2015, MANAGEMENT CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAD BEEN TAKEN THAT WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2012. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THEODORE POLIN | ||||||||||||||
| EXECUTIVE DIRECTOR & BOARD MEMBER | $3,000 | $282,842 | $0 | $0 | $0 | $0 | $0 | $1,750 | $0 | $180 | $3,000 | $284,772 | $0 | $0 |
| THOMAS RAMETTA | ||||||||||||||
| TREASURER | $0 | $255,175 | $0 | $0 | $0 | $0 | $0 | $2,366 | $0 | $14,762 | $0 | $272,303 | $0 | $0 |
| NICHOLAS JANIGA | ||||||||||||||
| SECRETARY | $0 | $266,259 | $0 | $0 | $0 | $0 | $0 | $3,450 | $0 | $14,607 | $0 | $284,316 | $0 | $0 |
| STEVEN KEMLER | ||||||||||||||
| FORMER DIRECTOR/VP | $0 | $280,708 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $5,489 | $0 | $286,197 | $0 | $0 |
| LOWELL LIFSCHULTZ | ||||||||||||||
| FORMER CHAIRMAN/PRESIDENT | $0 | $220,192 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $100 | $0 | $220,292 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR'S COMPENSATION FOR HIS ROLE WITH A RELATED ORGANIZATION IS DETERMINED AND ESTABLISHED BY THE RELATED ORGANIZATION. FOR FISCAL YEAR 2015, SUCH COMPENSATION WAS REVIEWED AND APPROVED BY THE RELATED ORGANIZATION'S COMPENSATION COMMITTEE OF ITS BOARD OF DIRECTORS, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, AFTER REVIEWING COMPARABLE COMPENSATION INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. THE FIRM PROVIDED THAT INFORMATION BASED ON ITS PERFORMANCE OF A STUDY FOR THE COMMITTEE TO EVALUATE THE COMPENSATION LEVELS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS WERE CONTEMPORANEOUSLY DOCUMENTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | DEVELOPING QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTICIONERS AND THE PATIENT COMMUNITIES THEY SERVE. |
| FORM 990, PART III, LINE 1: | THE ORGANIZATION'S MISSION IS TO DEVELOP QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. THE ORGANIZATION IDENTIFIED A NEED FOR DESIGNING EDUCATION AIMED AT ADDRESSING PRACTICE GAPS AMONG PRIMARY AND SPECIALTY CARE PRACTITIONERS AND HEALTHCARE INFORMATION KNOWLEDGE GAPS WITHIN THEIR RESPECTIVE PATIENT POPULATIONS. THE ORGANIZATION'S EDUCATION PROGRAMS ARE DESIGNED TO IMPROVE PRACTITIONER DIAGNOSIS AND TREATMENT COMPETENCE, AS WELL AS HELP PATIENTS ENJOY HEALTHIER AND HAPPIER LIVES AFTER BEING DIAGNOSED WITH A DISEASE OR OTHER HEALTH-RELATED ISSUE. THE ORGANIZATION IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION TO CERTIFY CONTINUING MEDICAL EDUCATION (CME) PROGRAMS FOR PHYSICIANS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S ARTICLES OF INCORPORATION WERE AMENDED IN 2015 TO REMOVE REFERENCES RELATING TO THE ORGANIZATION OPERATING EXCLUSIVELY AS A SUPPORTING ORGANIZATION OF UMA EDUCATION, INC. |
| FORM 990, PART VI, SECTION B, LINE 11 | MANAGEMENT WORKED WITH AN OUTSIDE ACCOUNTANT TO PREPARE THE FORM 990. MANAGEMENT REVIEWED THE DRAFT FORM 990 WITH THE OUTSIDE ACCOUNTANT. A FINALIZED DRAFT OF THE FULL FORM 990 IS PROVIDED TO THE WHOLE BOARD PRIOR TO ITS FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY TO PROTECT ITS INTEREST FOR ANY TRANSACTION THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. ALL DIRECTORS AND OFFICERS ARE COVERED UNDER THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF DIRECTORS. AFTER DISCLOSURE OF SUCH FACTS, THE INTERESTED PARTY MAY NOT PARTICIPATE IN THE DETERMINATION OF A CONFLICT OF INTEREST. THE BOARD WILL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE INTERESTED PERSON MUST RECUSE HIMSELF OR HERSELF FROM PARTICIPATION IN THE DISCUSSION ON THE RELATED PARTY TRANSACTION. THE BOARD WILL EVALUATE WHETHER THE TRANSACTION IS FAIR, REASONABLE AND IN THE BEST INTEREST OF THE ORGANIZATION AND WHETHER AN ALTERNATIVE TO THE TRANSACTION IS REASONABLY ACHIEVABLE. FOLLOWING SUCH EVALUATION, THE BOARD SHALL DECIDE WHETHER TO APPROVE THE TRANSACTION. DIRECTORS AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART X, LINE 9, PREPAID EXPENSES AND DEFERRED CHARGES: | EXPENSES PAID TO EDUCATIONAL PARTNERS FOR ASSISTING IN ORGANIZING SEVERAL FUTURE LIVE AND ONLINE ENDURING EDUCATIONAL PROGRAMS. |
| FORM 990, PART X, LINE 19, DEFERRED REVENUE: | DEFERRED REVENUE FOR SEVERAL FUTURE LIVE AND ONLINE ENDURING EDUCATIONAL PROGRAMS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMA EDUCATIONINC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 W DR MARTIN LUTHER KING JR BLV | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472578950 | EIN |
| Primary Activities | SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 2 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL AND PATIENT EDUCATORS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMA EDUCATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $370,000,000 | InvolvedAmt |
| Method Of Amount Determination | SEE PART VII | MethodOfAmountDeterminationTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2(1)(D): | FormAndLineReferenceDesc |
| Explanation | ON MARCH 9, 2015, UMA EDUCATION, INC. ("UMAE"), AN ORGANIZATION OF WHICH CLINICAL AND PATIENT EDUCATORS ("CPEA") IS THE SOLE FOUNDER AND MEMBER, ACQUIRED FROM ULTIMATE MEDICAL ACADEMY, LLC ("LLC") ALL OF THE ASSETS NECESSARY TO OPERATE ULTIMATE MEDICAL ACADEMY, AN EDUCATIONAL INSTITUTION (THE "TRANSACTION"). CPEA CONDUCTED IN-DEPTH DUE DILIGENCE AND RECEIVED A FAIRNESS OPINION FROM A WELL-RESPECTED, INDEPENDENT FINANCIAL FIRM WITH EXPERTISE IN ACQUISITIONS AS TO THE TERMS OF THE PURCHASE AGREEMENT AND PRICE. THE PURCHASE PRICE WAS PAID ENTIRELY THROUGH ISSUANCE OF A PROMISSORY NOTE, BEARING A REASONABLE, MARKET-BASED INTEREST RATE AND SUBORDINATED TO UMAE'S BANK INDEBTEDNESS (THE NOTE"). THE NOTE PAYABLE BY UMAE IS GUARANTEED BY CPEA. CPEA IS ALSO THE GUARANTOR OF TWO BANK CREDIT FACILITIES ENTERED INTO BY UMAE IN THE NORMAL COURSE OF BUSINESS. | ExplanationTxt |