2014-09-04T11:33:52-05:00 2013-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2013-01-01 522168499 AMERICAN PSYCHIATRIC ASSOCIATION AMER 7039077300 1000 WILSON BLVD NO 1825 ARLINGTON VA 22209 THERESE SWETNAM CHIEF FINANCIAL OFFICER 7039077300 2014-09-04 1 TERRI MCKNIGHT CPA P00543002 3019519090 2013 2015-11-30 17:44:51Z SAUL LEVIN 1000 WILSON BLVD NO 1825 ARLINGTON VA 22209 87433725 0 X WWW.PSYCH.ORG X 2000 DC SEE PART III, LINE 1. 20 15 235 0 4403507 193749 522856 116055 28862014 32991850 517499 1979922 8617269 46419162 38519638 81506989 481525 526340 0 0 20362281 23188857 0 0 0 18547228 32944644 39391034 56659841 -871396 24847148 65953856 96438902 24811979 23293204 41141877 73145698 X THE AMERICAN PSYCHIATRIC ASSOCIATION (APA) WAS INCORPORATED IN 2000 AS A 501(C)(6) TRADE ASSOCIATION. ITS 35,000 U.S. AND INTERNATIONAL PHYSICIAN MEMBERS SPECIALIZE IN THE DIAGNOSIS AND TREATMENT OF MENTAL AND EMOTIONAL DISORDERS AND SUBSTANCE ABUSE DISORDERS. 0 0 EDUCATIONAL PROGRAMS - THE ASSOCIATION'S EDUCATIONAL PROGRAMS HELP MEET THE NEEDS OF PSYCHIATRISTS, PSYCHIATRY RESIDENTS, MEDICAL STUDENTS AND ULTIMATELY IMPROVE PATIENT CARE. THE PROGRAMS PROVIDE PSYCHIATRISTS WITH OPPORTUNITIES FOR MAINTENANCE OF CERTIFICATION, FOR LIFELONG LEARNING, AND FOR MEETING THE CORE COMPETENCIES IN ADDITION TO PROVIDING CONTINUING MEDICAL EDUCATION ACTIVITIES. THE APA ANNUAL MEETING IS AN ANNUAL EDUCATIONAL FORUM FOR PSYCHIATRISTS INCLUDING 5 DAYS OF LECTURES, SYMPOSIA, INTENSIVE COURSES, PRESENTATIONS OF SCIENTIFIC PAPERS AND RESEARCH, AND OTHER EDUCATIONAL ACTIVITIES RELATED TO PATIENT CARE. ATTENDANCE AT THE ANNUAL MEETING AND THE INSTITUTE ON PSYCHIATRIC SERVICES FALL NATIONAL MEETING GENERALLY INCLUDES APPROXIMATELY 15,000 PHYSICIANS. THE APA PUBLICATION FOCUS PROVIDES A BROAD TOPIC ORIENTED ANALYSIS OF CURRENT PSYCHIATRIC CLINICAL PRACTICE AND LITERATURE, AS WELL AS CME CREDIT AND MOC ACTIVITIES FOR SELF-ASSESSMENT AND PERFORMANCE IN PRACTICE, AND IS AVAILABLE IN PRINT AND ONLINE, WITH APPROXIMATELY 4,000 SUBSCRIBERS. APA PROVIDES CME CREDIT FOR PAPERS PUBLISHED IN ITS SCIENTIFIC AND RESEARCH JOURNAL, THE AMERICAN JOURNAL OF PSYCHIATRY, AS WELL AS FOR ITS REVIEWERS. APA MAINTAINS AN ONLINE LEARNING MANAGEMENT SYSTEM THAT DISSEMINATES ONLINE CLINICAL CME COURSES, E.G., APA PRACTICE GUIDELINES, ETHICS, DSM 5, AND A SAMHSA MANDATED COURSE, "OFFICE BASED TREATMENT OF OPIATE DEPENDENT PATIENTS." PUBLICATIONS - THE APA IS THE LEADING PUBLISHER OF BOOKS, JOURNALS, AND ELECTRONIC PRODUCTS FOR THE PSYCHIATRIC COMMUNITY. IT PUBLISHES APPROXIMATELY 30 TEXTBOOKS AND MONOGRAPHS, 5 JOURNALS, CME PROGRAMS, A NEWS PUBLICATION, IN PRINT AND ONLINE. ALL PERIODICALS AND SELECTED BOOKS ARE FEATURED ON ITS STATE-OF-THE-ART ELECTRONIC PLATFORM, PSYCHIATRYONLINE. THIS ONLINE RESOURCE OFFERS E-BOOKS, JOURNALS, NEWS, AND SEMANTICALLY LINKED CONTENT SEARCHABLE BY TOPIC. A MAIN COMPONENT OF THE PRINT, E-BOOK, AND ONLINE PUBLICATIONS PROGRAM IS THE DIAGNOSTIC AND STATISTICAL MANUAL OF MENTAL DISORDERS (DSM), THE STANDARD CLASSIFICATION OF MENTAL DISORDERS USED BY MENTAL HEALTH PROFESSIONALS IN THE UNITED STATES THAT CONTAINS A LISTING OF DIAGNOSTIC CRITERIA FOR EVERY PSYCHIATRIC DISORDER RECOGNIZED BY THE U.S. HEALTHCARE SYSTEM. THE CURRENT EDITION, DSM-5, IS USED BY PROFESSIONALS IN A WIDE ARRAY OF CONTEXTS, INCLUDING PSYCHIATRISTS AND OTHER PHYSICIANS, PSYCHOLOGISTS, SOCIAL WORKERS, NURSES, OCCUPATIONAL AND REHABILITATION THERAPISTS, AND COUNSELORS, AS WELL AS BY CLINICIANS AND RESEARCHERS OF MANY DIFFERENT ORIENTATIONS (E.G., BIOLOGICAL, PSYCHODYNAMIC, COGNITIVE, BEHAVIORAL, INTERPERSONAL, FAMILY/SYSTEMS). IT IS USED IN BOTH CLINICAL SETTINGS (INPATIENT, OUTPATIENT, PARTIAL HOSPITAL, CONSULTATION-LIAISON, CLINIC, PRIVATE PRACTICE, AND PRIMARY CARE) AS WELL AS WITH COMMUNITY POPULATIONS. IN ADDITION TO SUPPLYING DETAILED DESCRIPTIONS OF DIAGNOSTIC CRITERIA, DSM IS ALSO A NECESSARY TOOL FOR COLLECTING AND COMMUNICATING ACCURATE PUBLIC HEALTH STATISTICS ABOUT THE DIAGNOSIS OF PSYCHIATRIC DISORDERS. THE NEWS PUBLICATION, PSYCHIATRIC NEWS, FOCUSES ON ELEMENTS OF DSM-5. THIS NEWSPAPER COVERS NEWS, CLINICAL ADVANCES, PRACTICE MANAGEMENT INFORMATION, AND LEGISLATIVE HIGHLIGHTS, WITH A SPOTLIGHT ON THE APA EFFORTS TO ACHIEVE PARITY IN MENTAL HEALTH CARE. IT REPRESENTS THE VOICE OF APA AND THE PSYCHIATRIC COMMUNITY TO PROMOTE QUALITY CARE FOR INDIVIDUALS WITH MENTAL DISORDERS. RESEARCH - DIAGNOSTIC AND STATISTICAL MANUAL OF MENTAL DISORDERS (DSM) IS THE OFFICIAL COMPENDIUM OF ALL PSYCHIATRIC DIAGNOSES RECOGNIZED BY THE U.S. HEALTHCARE SYSTEM. THE DSM-5 PROVIDES THE DIAGNOSTIC CRITERIA BY WHICH PSYCHIATRISTS AND OTHER MENTAL HEALTH SPECIALISTS CAN MAKE UNIFORM DIAGNOSES. ADVOCACY - THE APA STRIVES TO RAISE THE VOICE OF PSYCHIATRY THROUGH GOVERNMENT RELATIONS, INTERNAL AND EXTERNAL COMMUNICATIONS, AND ENSURING PATIENT ACCESS TO MENTAL HEALTH SERVICES. THE APA SUPPORTS PSYCHIATRISTS AND THEIR PATIENTS THROUGH PROMOTION OF THE PAUL WELLSTONE AND PETE DOMENICI MENTAL HEALTH PARITY AND ADDICTION EQUITY ACT OF 2008, AND BY ASSISTING IN THE IMPLEMENTATION OF THE PATIENT PROTECTION AND AFFORDABLE CARE ACT. REGARDING THE PARITY ACT, THE APA HAS OFFERED NUMEROUS COMMENTS ON THE LAW'S IMPLEMENTING REGULATIONS AND HAS ENGAGED IN PRIMARY COMPLIANCE AND ENFORCEMENT ACTIVITIES. SIMILAR ACTIVITIES WILL BE REQUIRED IN LIGHT OF THE EXTENSION OF THE PARITY ACT'S REQUIREMENTS REGARDING SPECIFIC HEALTH CARE PLANS UNDER THE PPACA. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 437 0 1 235 1 1 1 0 0 0 0 0 X 20 15 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X THERESE SWETNAM 7039077310 1000 WILSON BLVD NO 1825 ARLINGTON VA 22209 JEFFREY LIEBERMAN PRESIDENT 25.00 1.00 X X 100326 0 0 PAUL SUMMERGRAD PRESIDENT-ELECT 20.00 1.00 X X 35562 0 0 MARIA OQUENDO SECRETARY 15.00 0.00 X X 0 0 0 DAVID FASSLER TREASURER 10.00 1.00 X X 0 0 0 DILIP JESTE IMMEDIATE PAST PRESIDENT 5.00 1.00 X X 52873 0 0 CAROL BERNSTEIN DIRECTOR 3.00 0.00 X 0 0 0 JEFFREY GELLER DIRECTOR 5.00 0.00 X 0 0 0 JAMES NININGER DIRECTOR 5.00 1.00 X 0 0 0 JOHN OLDHAM DIRECTOR 5.00 1.00 X 683 0 0 BRIAN CROWLEY DIRECTOR 3.00 0.00 X 0 0 0 MARC DAVID GRAFF DIRECTOR 5.00 0.00 X 0 0 0 JAMES GREENE DIRECTOR 5.00 0.00 X 0 0 0 MOLLY MCVOY DIRECTOR 5.00 0.00 X 3209 0 0 JUDITH KASHTAN DIRECTOR 5.00 0.00 X 0 0 0 JEFFREY AKAKA DIRECTOR 5.00 0.00 X 0 0 0 MELINDA YOUNG DIRECTOR 20.00 0.00 X 38859 0 0 ERIK VANDERLIP DIRECTOR 5.00 0.00 X 0 0 0 ANITA EVERETT DIRECTOR 5.00 0.00 X 0 0 0 GAIL ROBINSON DIRECTOR 3.00 0.00 X 0 0 0 JENNY BOYER DIRECTOR 15.00 0.00 X 17598 0 0 JAMES SCULLY CEO (UNTIL OCTOBER 2013) 35.00 5.00 X 334995 0 30895 SAUL LEVIN CEO (BEGAN OCTOBER 2013) 35.00 5.00 X 224472 0 2660 THERESE SWETNAM CHIEF FINANCIAL OFFICER 35.00 5.00 X 289581 0 18541 DARRELL REGIER EXECUTIVE DIRECTOR OF RESEARCH 40.00 0.00 X 312019 0 30895 ANNELLE PRIMM DEPUTY MEDICAL DIRECTOR 40.00 0.00 X 257039 0 23257 DEBORAH HALES EXECUTIVE DIRECTOR OF EDUCATION 40.00 0.00 X 245247 0 17958 EUGENE CASSEL SPECIAL COUNSEL & DIR. 40.00 0.00 X 241327 0 17958 ROSLIND KEITT CHIEF OF STAFF 40.00 0.00 X 215101 0 21287 NICHOLAS MEYERS DIRECTOR OF GOVERNMENT REL. 40.00 0.00 X 220966 0 14847 WILLIAM NARROW ASSOCIATE DIRECTOR RESEARCH 40.00 0.00 X 200513 0 22261 REBECCA RINEHART PUBLISHER 40.00 0.00 X 225423 0 29920 3015793 0 230479 37 0 1 0 RR DONNELLEY RECEIVABLES INC PO BOX 905151 CHARLOTTE NC 28290 PRINTING SERVICES 1284533 PSAV NATIONAL OPERATIONS 23918 NETWORK PLACE CHICAGO IL 60673 AUDIO/VISUAL DESIGN 884482 EDWARDS BROTHERS MALLOY INC 7759 SOLUTION CENTER CHICAGO IL 60677 PRINTING SERVICES 833283 PHARMACEUTICAL MEDIA INC PO BOX 1332 NEW YORK NY 10156 ADVERTISING 767418 DARTMOUTH JOURNAL SERVICES PO BOX 415740 BOSTON MA 02241 PUBLISHING SERVICES 668491 25 116055 116055 PUBLICATIONS 541800 12320485 8154814 4165671 ANNUAL MEETING 561000 10168925 9034415 1134510 MEMBERSHIP DUES 900004 9747919 9747919 TRAINING COURSE 900099 300000 300000 JOB BANK SALES 900099 237836 237836 216685 216685 32991850 617010 617010 3921188 3921188 5672020 4309108 1362912 1362912 1362912 43984477 1617628 42366849 42366849 MISCELLANEOUS 900099 131125 131125 131125 81506989 69820682 4403507 7166745 526340 1812197 16793132 1633649 1723357 1226522 476777 128236 78428 3285254 372249 2502765 216698 3178350 1961501 2711057 10816001 511865 INCOME TAX EXPENSE 88495 PUBLICATIONS & PROMOT. 2304980 IMPAIRMENT OF INTANGIB. 2083000 EQUIPMENT 1407376 821612 56659841 3566019 11240640 1578016 2211349 125000 3714110 10100694 882293 1567221 616736 931935 6429861 4196102 2286466 2233759 19767362 42866867 5361052 7893556 5983000 3900000 22198802 13367881 65953856 96438902 4496855 4781967 11814134 12732649 8500990 5778588 24811979 23293204 X 40117657 72271353 1024220 874345 41141877 73145698 65953856 96438902 X 24847148 3733428 3423245 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 9747919 893748 -1162386 -268638 682354 -950992 1077354 541443 535911 2183128 1377317 805811 3169379 2277342 892037 2233759 HEDGE FUNDS 7893556 F 7893556 DSM 5 DEVELOPMENTS COSTS 11842973 DUE FROM AFFILIATES 1372940 DEPOSITS 151968 13367881 DEFERRED RENT 1425128 DEFERRED EXECUTIVE COMPENSATION PLAN 1966992 ACCRUED PENSION LIABILITY 2386468 5778588 X 86825913 3733428 1585496 5318924 81506989 0 81506989 58245337 1585496 1585496 56659841 0 56659841 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2013 AND 2012, THE ASSOCIATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED AS AN EXPENSE ON THE 1,617,628. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON THE FORM 990, PART VIII, LINE 10B. APA TRANSFER TO APF NETTED AGAINST REVENUE ON THE -32,132. FINANCIAL STATEMENTS AND REPORTED AS AN EXPENSE ON FORM 990, PART IX, LINE 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD INCLUDED AS AN EXPENSE ON THE 1,617,628. FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON THE FORM 990, PART VIII, LINE 10B. APA TRANSFER TO APF NETTED AGAINST REVENUE ON THE -32,132. FINANCIAL STATEMENTS AND REPORTED AS AN EXPENSE ON FORM 990, PART IX, LINE 1. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5381624 0 0 0 0 0 0 5381624 0 5381624 0 0 1 0 0 0 1 MARYLAND PSYCHIATRIC SOCIETY 1101 ST PAUL STREET SUITE 305 BALTIMORE MD 21202 520888193 501(C)(6) 12500 DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: JOINT AREA 3 PROJECT TO EDUCATE THE MEMBERS ON THE FOUR MANDATED COMPONENTS OF MOC MINNESOTA PSYCHIATRIC SOCIETY 4707 HIGHWAY 61 STE 232 SAINT PAUL MN 55110 411111501 501(C)(6) 12500 DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: INTRODUCE AND MARKET FAST-TRACKER TO ASSURE SUCCESSFUL ADOPTION ACROSS THE STATE. FAST-TRACKER IS A NEW ONLINE TOOL THAT EXISTS TO ENGAGE AND CONNECT PRIMARY CARE AND MENTAL HEALTH PROVIDERS, AND PATIENTS IN MINNESOTA TENNESSEE PSYCHIATRIC ASSOCIATION 2301 21ST AVENUE SOUTH NASHVILLE TN 37212 621150175 501(C)(6) 7500 SA FINANCIAL GRANT: ACCESS TO CARE/EDUCATION-EDUCATE THE PRIMARY CARE MEDICAL RESIDENTS, EMERGENCY MEDICINE RESIDENTS, THE PRIMARY CARE PHYSICIANS, EMERGENCY MEDICINE PHYSICIANS AND OTHER MID-LEVEL PRIMARY CARE PROVIDERS ABOUT THE ALARMING RATE OF DEPRESSION OREGON PSYCHIATRIC ASSOCIATION PO BOX 21571 KEIZER OR 97307 930674174 501(C)(6) 7500 DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: EDUCATION-DEVELOP WORKSHOPS TO COORDINATE MENTAL HEALTH TRAINING BETWEEN MEDICAL PROFESSIONALS AND LAW ENFORCEMENT WYOMING ASSOCIATION OF PSYCHIATRIC PHYSICIANS PO BOX 4009 CHEYENNE WY 82003 830278384 501(C)(6) 18500 INFRASTRUCTURE - FINANCIAL ASSISTANCE GRANT (OPERATING CAPITAL) AND DB COMPETITIVE GRANT: DSM-5 TRAINING ORANGE COUNTY PSYCHIATRIC SOCIETY 17322 MURPHY AVE IRVINE CA 92614 330099284 501(C)(6) 12500 DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: MENTORING PROGRAM-ESTABLISHMENT OF A MULTI-TIERED MENTORSHIP STRUCTURE INVOLVING A SENIOR APA MEMBER AND/OR AN ECP BEING PAIRED WITH AN MIT NEW YORK STATE PSYCHIATRIC ASSOCIATION-AREA 2 400 GARDEN CITY PLAZA STE 202 GARDEN CITY NY 11530 132999702 501(C)(6) 33500 DB COMPETITIVE GRANT: EDUCATIONAL ACTIVITY -1-STOP TRAINING; AND BLOCK GRANT - PROMOTING AND PROVIDING PROFESSIONAL INTERESTS OF ITS MEMBERS CALIFORNIA PSYCHIATRIC ASSOCIATION - AREA 6 1029 K ST STE 28 SACRAMENTO CA 95814 237290022 501(C)(6) 17900 BLOCK GRANT - PROMOTING AND PROVIDING PROFESSIONAL INTERESTS OF ITS MEMBERS VERMONT PSYCHIATRIC ASSOCIATION PO BOX 1457 MONTPELIER VT 05602 237135812 501(C)(6) 16500 PUBLIC POLICY & ADVOCACY - MAINTAIN SKILLED LEGISLATIVE AND REGULATORY ADVOCACY TO BEST PRESERVE AND ENHANCE THE ACCESS OF VERMONTERS TO MENTAL HEALTH CARE; INFRASTRUCTURE - FINANCIAL ASSISTANCE GRANT (OPERATING CAPITAL); AND DB COMPETITIVE GRANT: DSM-5 TRAINING PSYCHIATRIC MEDICAL ASSOCIATION OF NEW MEXICO 316 OSUNA ROAD NE SUITE 501 ALBUQUERQUE NM 87107 237305774 501(C)(6) 15859 PUBLIC POLICY & ADVOCACY - SUPPORT LEGISLATIVE CONSULTATION AND LOBBYING SERVICES FOR PRESCRIPTIVE AUTHORITY; AND DB COMPETITIVE GRANT: DSM-5 TRAINING HAWAII PSYCHIATRIC MEDICAL ASSOCIATION 4348 WAIALAE AVENUE 472 HONOLULU HI 96816 996015793 501(C)(6) 40500 PUBLIC POLICY & ADVOCACY - FUND LOBBYING EXPENSES OPPOSING LEGISLATIVE PROPOSALS THAT LET PSYCHOLOGISTS HAVE PRESCRIPTIVE AUTHORITY; DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: ACCESS TO CARE-GRASS ROOTS OUTREACH PROGRAM TO FOCUS ON COMMUNITY AWARENESS TO REMOVE THE STIGMA ASSOCIATED WITH MENTAL HEALTH SERVICES ILLINOIS PSYCHIATRIC SOCIETY 300 W ADAMS ST SUITE 424 CHICAGO IL 60606 362526396 501(C)(6) 25000 PUBLIC POLICY & ADVOCACY - SUPPORT HIRING LOBBYISTS FOR DEFEATING SB 2187 (LEGISLATION TO PERMIT PSYCHOLOGISTS TO PRESCRIBE MEDICATION) NEW YORK COUNTY DISTRICT BRANCH 1001 AVENUE OF THE AMERICAS F1 11 NEW YORK NY 10018 132506338 501(C)(6) 14726 INFRASTRUCTURE - FINANCIAL ASSISTANCE GRANT (TECHNOLOGY); DB COMPETITIVE GRANT: DSM-5 TRAINING; AND SA FINANCIAL GRANT: ESTABLISH A TRAINING PROGRAM THAT WOULD ENABLE THE MEMBERS TO DEVELOP COMPETENCE WITH TECHNOLOGY THAT WILL PROMOTE THE USE OF TELEPSYCHIATRY MASSACHUSETTS PSYCHIATRIC SOCIETY 40 WASHINGTON STREET STE 201 WELLESLEY MA 02481 042383343 501(C)(6) 26906 DB COMPETITIVE GRANT: DSM-5 TRAINING; REIMBURSEMENT FOR AREA 1 MEETING; AND SA FINANCIAL GRANT: EDUCATION/RECRUITMENT/RETENTION-DEVELOP A CADRE OF RESIDENTS AND ECPS WITH TRAINING ON HOW TO BECOME SUCCESSFUL LEADERS IN THEIR SOCIETY AND PROFESSION AMERICAN MEDICAL ASSOCIATION 515 NORTH STATE STREET 13TH FLOOR CHICAGO IL 60610 360727175 501(C)(6) 25000 2013 ANNUAL DUES FOR SCOPE OF PRACTICE PARTNERSHIP THE MENTAL HEALTH ASSOCIATION OF SAN FRANCISO 870 MARKET STREET SUITE 928 SAN FRANCISCO CA 94121 941218623 501(C)(3) 7526 GIVE BACK DONATION AMERICAN PSYCHIATRIC FOUNDATION 1000 WILSON BLVD STE 1825 ARLINGTON VA 22209 130433740 501(C)(3) 89000 SUPPORT FOR THE PBS HEALTHY MINDS PROGRAM; AND SUPPORT FOR GERIATRICS PSYCHIATRY 2 15 PART I, LINE 2: THE USE OF GRANT FUNDS IS CLOSELY REVIEWED AND MONITORED BY THE RESPONSIBLE PROGRAM MANAGER. THIS INCLUDES, BUT IS NOT LIMITED TO, THE REVIEW OF MONTHLY SOURCES AND USES OF GRANT FUNDS AND THE REVIEW OF GRANT REQUIREMENTS. X 1 1 X X X 0 0 0 JAMES SCULLY CEO (UNTIL OCTOBER 2013) 334995 0 0 0 0 0 17850 0 13045 0 365890 0 0 0 SAUL LEVIN CEO (BEGAN OCTOBER 2013) 224472 0 0 0 0 0 0 0 2660 0 227132 0 0 0 THERESE SWETNAM CHIEF FINANCIAL OFFICER 276581 0 13000 0 0 0 17850 0 691 0 308122 0 0 0 DARRELL REGIER EXECUTIVE DIRECTOR OF RESEARCH 286019 0 26000 0 0 0 17850 0 13045 0 342914 0 0 0 ANNELLE PRIMM DEPUTY MEDICAL DIRECTOR 250039 0 7000 0 0 0 10212 0 13045 0 280296 0 0 0 DEBORAH HALES EXECUTIVE DIRECTOR OF EDUCATION 245247 0 0 0 0 0 17850 0 108 0 263205 0 0 0 EUGENE CASSEL SPECIAL COUNSEL & DIR. 241327 0 0 0 0 0 17850 0 108 0 259285 0 0 0 ROSLIND KEITT CHIEF OF STAFF 215101 0 0 0 0 0 14999 0 6288 0 236388 0 0 0 NICHOLAS MEYERS DIRECTOR OF GOVERNMENT REL. 177214 0 0 0 43752 0 13908 0 939 0 235813 0 0 0 WILLIAM NARROW ASSOCIATE DIRECTOR RESEARCH 184513 0 16000 0 0 0 15190 0 7071 0 222774 0 0 0 REBECCA RINEHART PUBLISHER 215423 0 10000 0 0 0 16875 0 13045 0 255343 0 0 0 PART I, LINE 1B THE ASSOCIATION ALLOWS BUSINESS CLASS TRAVEL UNDER CERTAIN CONDITIONS. WHERE THERE IS ONLY ONE CLASS ABOVE COACH, IT IS DEEMED TO BE THE "LEVEL OF BUSINESS CLASS" PERMISSIBLE IN THESE LIMITED CIRCUMSTANCES. THE ORGANIZATION'S POLICIES ARE BEING REVISED ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 4 APA AMENDED ITS BYLAWS TO ADD ADDITIONAL VOTING MEMBERS TO THE BOARD OF TRUSTEES, EFFECTIVE MAY 23, 2013. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERSHIP INCLUDE: MEDICAL STUDENTS, MEMBERS-IN-TRAINING, ASSOCIATE MEMBERS, GENERAL MEMBERS, FELLOWS, DISTINGUISHED LIFE MEMBERS, HONORARY MEMBERS, LIFE STATUS AND INTERNATIONAL STATUS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE FOLLOWING CLASSES OF MEMBERS MAY PARTICIPATE IN THE ELECTION OF BOARD MEMBERS: MEMBERS-IN-TRAINING, GENERAL MEMBERS, FELLOWS, DISTINGUISHED LIFE MEMBERS, HONORARY MEMBERS AND LIFE STATUS MEMBERS. ALL OTHER MEMBERSHIP LEVELS ARE NON-VOTING. FORM 990, PART VI, SECTION A, LINE 7B THE ASSEMBLY MUST VOTE TO APPROVE POSITION STATEMENTS AND BYLAWS BEFORE A FINAL VOTE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S SENIOR MANAGEMENT. A FINAL COPY OF THE 990 WAS SENT TO THE BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS AND AFFILIATIONS UPON APPOINTMENT AND THEN ANNUALLY OR AT ANY TIME THERE IS A CHANGE TO THEIR DISCLOSURE. ORAL DISCLOSURE OF INTERESTS AND AFFILIATIONS IS REQUIRED AT THE BEGINNING OF EACH MEETING. IF A POTENTIAL CONFLICT ARISES, THE CONFLICT OF INTEREST COMMITTEE REVIEWS AND REPORTS TO THE BOARD OF TRUSTEES WITH RECOMMENDED ACTION. STAFF MEMBERS ARE ALSO REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A ALL STAFF ARE SUBJECT TO A MARKET-BASED COMPENSATION SYSTEM. A COMPREHENSIVE REVIEW WAS PERFORMED BY AN INDEPENDENT CONSULTANT TO ESTABLISH GRADES AND RANGES FOR ALL COMPENSATED STAFF POSITIONS. WITHIN THE DEFINED RANGES, APPROPRIATE ANNUAL INCREASES ARE MEASURED AGAINST THE LOCAL MARKET AND APPROVED BY THE BOARD AS PART OF THE BUDGET PROCESS. IN OCTOBER 2013, THE ASSOCIATION HIRED A NEW CHIEF EXECUTIVE OFFICER TO FILL THE POSITION VACATED BY THE MEDICAL DIRECTOR/CEO THROUGH RETIREMENT. AN INDEPENDENT CONSULTANT FIRM WAS EMPLOYED BY THE ASSOCIATION'S BOARD TO DETERMINE THE APPROPRIATE SALARY AND COMPENSATION PACKAGE FOR THE NEW CEO. THE BOARD ANNUALLY REVIEWS HIS PERFORMANCE, WHICH HAPPENS EVERY JUNE. THE CEO SETS COMPENSATION FOR ALL OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY ADJUSTMENT 3,423,245. AMERICAN PSYCHIATRIC FOUNDATION INC 1000 WILSON BLVD STE 1825 ARLINGTON VA 22209 130433740 FINANCIAL SUPPORT TO PSYCHIATRY PROFESSION DC 501(C)(3) 509(A)(1) APA 1 AMERICAN PSYCHIATRIC POLITICAL ACTION COMMITTEE 1000 WILSON BLVD STE 1825 ARLINGTON VA 22209 020548679 POLITICAL ACTION DC 527 N/A APA 1 AMERICAN PSYCHIATRIC ASSOCIATION INSURANCE TRUST 1000 WILSON BLVD STE 1825 ARLINGTON VA 22209 526273713 GRANTOR ACTIVITY DC APF T 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 AMERICAN PSYCHIATRIC FOUNDATION B 89000 FMV AMERICAN PSYCHIATRIC FOUNDATION M 2169246 FMV AMERICAN PSYCHIATRIC FOUNDATION N 224817 FMV AMERICAN PSYCHIATRIC FOUNDATION O 2569383 FMV