2011-11-14T12:23:36-06:00 2010-12-31 CCR LLP 125 HIGH ST 21ST FLOOR BOSTON MA 02110 990 2010-01-01 237256856 ASSOC FOR PROFESSIONALS IN INFECTION CONTROL & EPIDEMIOLOGY INC - CENTRAL ASSO 2027891890 ATT R RIVKIND 160 FEDERAL STREET BOSTON MA 021101700 GEORGE R MARGULA 2027891890 2011-11-09 1 FRANCIS K BROWN II 6172267000 2011-11-09 2010 2016-02-24 21:20:13Z GEORGE R MARGULA 1275 K STREET NW WASHINGTON DC 20005 11338748 0 X WWW.APIC.ORG X 1972 MA APIC'S PURPOSE IS TO INFLUENCE, SUPPORT AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND EPIDEMIOLOGY. 16 15 49 355 376603 0 53930 38610 10333349 11116274 -115789 101603 0 0 10271490 11256487 15500 20000 0 0 4003232 4133894 0 0 28106 6350269 6814732 10369001 10968626 -97511 287861 6563375 7533061 3403842 3931338 3159533 3601723 X APIC'S PURPOSE IS TO INFLUENCE, SUPPORT AND IMPROVE THE QUALITY OF HEALTH CARE THROUGH THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND EPIDEMIOLOGY. 0 0 3367103 4303844 2010 EDUCATIONAL CONFERENCES AND COURSES INCLUDE THE ANNUAL SCIENTIFIC & EDUCATIONAL CONFERENCE HELD IN NEW ORLEANS, LA., BASIC EDUCATIONAL COURSES FOR PROFESSIONALS ENTERING THE FIELD OF INFECTION PREVENTION, AND TOPICAL CONFERENCES WHERE INFORMATION ON THE MOST RELEVANT INFECTION PREVENTION TOPICS IS PRESENTED AND DISCUSSED. THE CONFERENCES PROVIDE A BROAD SPECTRUM OF EDUCATIONAL OPPRTUNITIES AND INFORMATION TO HEALTH CARE PROFESSIONALS, ADMINISTRATORS, AND GOVERNMENT OFFICIALS. 1267421 2031011 APIC JOURNAL, APIC TEXT AND OTHER EDUCATIONAL BOOKS AND PUBLICATIONS ARE DISTRIBUTED TO APIC MEMBERS, SUBSCRIBERS AND CUSTOMERS. THE PUBLICATIONS PROVIDE EDUCATION AND INFORMATION ON SPECIFIC TOPICS WITHING THE FIELD OF INFECTION PREVENTION AND DEVELOPMENT. 1906265 1895210 PROFESSIONAL PRACTICE AND PROGRAMS ARE ACTIVITIES THAT ADVANCE THE FIELD OF INFECTION PREVENTIONIN HEALTH CARE FACILITIES AND OTHER ORGANIZATIONS THAT HAVE AN INTEREST IN INFECTION PREVENTION. THESE ACTIVITIES SERVE ALL 14,000 PLUS MEMBERS. 10913 OTHER 10913 6551702 1 0 0 1 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 95 0 1 49 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA DC X GEORGE MARGULA 2027891890 1275 K STREET NW SUITE 1000 WASHINGTON DC 200054006 CHRISTINE J NUTTY 15.00 X X 0 0 0 CATHRYN L MURPHY 15.00 X X 15000 0 0 JANET E FRAIN 15.00 X X 0 0 0 CAROLYN E JACKSON 15.00 X X 0 0 0 JENNIE MAYFIELD 15.00 X X 0 0 0 RUSSELL N OLMSTED 15.00 X X 0 0 0 SUE A BARNES 2.00 X 0 0 0 LINDA J B BURTON 2.00 X 0 0 0 MICHELLE R FARBER 2.00 X 0 0 0 JEROME E GRANATO 2.00 X 0 0 0 PATTI GRANT 2.00 X 0 0 0 LINDA R GREENE 2.00 X 0 0 0 MARCIA PATRICK 2.00 X 0 0 0 DIANE SPICER 2.00 X 0 0 0 CONNIE STEED 2.00 X 0 0 0 STEPHEN A STREED 2.00 X 0 0 0 CLIFTON N ORME 2.00 X 0 0 0 KATHY WARYE 50.00 X X 341649 0 42309 DENISE GRAHAM 50.00 X X 204512 0 15636 MARLA DALTON 50.00 X X 156481 0 0 SHAWN E BOYNES 50.00 X 116036 0 9283 ELIZABETH L GARMAN 50.00 X 110761 0 8861 LISA LYNN TOMLINSON 50.00 X 127048 0 10164 GEORGE MARGULA 50.00 X 135000 0 4154 ARTESHA MOORE 50.00 X 110190 0 6611 1316677 0 97018 8 0 1 0 CREATIVE WRITING LLC 26 BRITTANY ROAD GLASTONBURY CT 06033 EDITORIAL SERVICES 204653 DR CORNELL HOOTON 1715 FOREST LANE MCLEAN VA 22101 IT CONSULTANT 116941 COMMPARTNERS 7230 LEE DEFOREST DR SUITE 206 COLUMBIA MD 21046 WEBINAR PROVIDER AND INTERNET 114647 3 38610 38610 PUBLICATION & EDUCATIO 511190 4516332 4139729 376603 CONFERENCES & EDUCATIO 900099 4303844 4303844 MEMBERSHIP DUES AND FE 900099 2296098 2296098 11116274 103273 103273 80591 82261 -1670 -1670 -1670 11256487 10739671 376603 101603 20000 20000 1301678 501822 799856 2110646 1253669 833777 23200 184883 95114 88512 1257 303136 155950 145125 2061 233551 120152 111811 1588 91350 905 90445 73128 73128 11111 11111 1017742 745209 272533 235508 221882 13626 80686 43361 37325 439507 203014 236493 76030 76030 672840 672840 598599 436554 162045 1331451 1226708 104743 148244 148244 61104 13478 47626 PRINTING 480005 455035 24970 PRODUCTS 221864 163325 58539 EDITORIAL FEES 220178 215778 4400 BANK CHARGES 212966 182 212784 MISCELLANEOUS 199397 154716 44681 643022 448818 194204 10968626 6551702 4388818 28106 2579523 2859008 854614 1290164 61795 104804 396672 380947 1577821 1214587 396400 363234 1940814 2168595 26251 5000 307306 361309 6563375 7533061 1046926 1208238 2218161 2191794 138755 531306 3403842 3931338 X 2885039 3298889 244494 272834 30000 30000 3159533 3601723 6563375 7533061 X 287861 154329 X 0 1 1 X 0 X 36736 31714 52333 53930 38610 213323 7651347 9084572 8373276 9896925 11116274 46122394 7688083 9116286 8425609 9950855 11154884 46335717 0 0 0 46335717 596721 417403 1039555 320635 259754 2634068 596721 417403 1039555 320635 259754 2634068 8284804 9533689 9465164 10271490 11414638 48969785 0.94620 0.93220 0.05380 0.06320 X 602175 676563 102 1278840 1918260 10139 5277 508 15924 150544 169141 26 319711 479567 48049 614 48663 47282 767 48049 46037 1245 47282 0.26370 0.61640 0.11990 0 0 684075 602035 82040 428015 326079 101936 465731 286473 179258 363234 DEFERRED RENT 531306 531306 11256487 10968626 287861 154329 154329 442190 11399705 154329 154329 11245376 11111 11111 11256487 10957515 0 10957515 11111 11111 10968626 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: EARNINGS PARTIALLY FUND RESEARCH AWARD. 1 RESEARCH GRANT 1 20000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GRANTS WERE FOR MRSA RESEARCH. THE CONTRACT PROVIDED FOR SPECIFIC TIME TABLES AND DELIVERABLES WITH MEASUREABLE BENCH MARKS THAT NEEDED TO BE ADHERED TO OVER THE TERM OF THE GRANT. A SENIOR STAFF PERSON WAS RESPONSIBLE FOR REVIEWING THE DELIVERABLES AND WHEN ACHIEVED APPROVED RELEASE OF GRANT FUNDS AS SPECIFIED IN THE CONTRACT. X X X X 0 1 0 1 0 0 0 0 0 KATHY WARYE 341649 0 0 0 0 0 14977 0 27332 0 383958 0 0 0 DENISE GRAHAM 204512 0 0 0 0 0 0 0 15636 0 220148 0 0 0 MARLA DALTON 156481 0 0 0 0 0 0 0 0 0 156481 0 0 0 PART I, LINE 4B A 457 PLAN WAS CONTRACTUALLY PROVIDED BY THE ORGANIZATION FOR THE CEO, KATHY WARYE. THE INTENT WAS TO PROVIDE A SUPPLEMENTAL RETIREMENT PLAN FOR THE EMPLOYEE. THE ORGANIZATION CONTRIBUTED $8,592 IN 2008 INTO THE 457 PLAN. UNDER THE AGREEMENT ALL TRANSACTION AND INVESTMENT FEES SHALL BE EXPENSES OF THE PLAN AND THE ORGANIZATION SHALL NEVER BE LIABLE FOR ANY LOSSES SUSTAINED BY ANY INVESTMENT SELECTED IN WHOLE OR IN PART BY OR WITH THE EMPLOYEE. PART I, LINE 5 COMPENSATION IS BASED ON SPECIFIC TARGETS AND MEASURES AND A BALANCE SCORECARD APPROACH WHEREBY INCENTIVES ALIGN UP WITH THE STRATEGIC PLAN AS DEVELOPED BY THE FINANCIAL STEWARDSHIP AND ANNUAL OBJECTIVES SET BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS A PRIVILEGE AND IS ACHIEVED BY COMPLIANCE WITH THE BYLAWS. CATEGORIES 1. ACTIVE MEMBERSHIP ACTIVE MEMBERS SHALL BE INDIVIDUALS OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY VOTE IN ELECTIONS, SERVE ON COMMITTEES, AND HOLD ELECTED OFFICE. 2. ASSOCIATE MEMBERSHIP ASSOCIATE MEMBERS SHALL BE INDIVIDUALS NOT ACTIVELY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE. 3. RETIRED MEMBERSHIP RETIRED MEMBERS SHALL BE INDIVIDUALS WHO ARE NO LONGER EMPLOYED IN ANY CAPACITY AND WHO HAVE HAD FIVE CONSECUTIVE YEARS OF ACTIVE OR ASSOCIATE APIC MEMBERSHIP PRIOR TO RETIREMENT. RETIRED MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE, HOWEVER, THEY MAY SERVE IN APPOINTED CAPACITIES. 4. HONORARY MEMBERSHIP HONORARY MEMBERS SHALL BE INDIVIDUALS ELECTED TO THIS CATEGORY BY THE BOARD OF DIRECTORS IN RECOGNITION OF THEIR CONTRIBUTION TO THE ASSOCIATION. HONORARY MEMBERS SHALL NOT BE OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE OR MANAGEMENT OF INFECTION CONTROL OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY SERVE THE ASSOCIATION IN ANY MANNER MUTUALLY AGREEABLE TO THEMSELVES AND TO THE BOARD, BUT MAY NOT VOTE OR HOLD ELECTED OFFICE. 5. LIFETIME MEMBERSHIP LIFETIME MEMBERS SHALL BE INDIVIDUALS ELECTED TO THIS CATEGORY BY THE BOARD OF DIRECTORS IN RECOGNITION OF THEIR CONTRIBUTION TO THE FIELD OF INFECTION CONTROL AND/OR EPIDEMIOLOGY OR TO THE ASSOCIATION. LIFETIME MEMBERS ARE THOSE INDIVIDUALS WHO ARE CURRENTLY OR HAVE BEEN OCCUPATIONALLY OR PROFESSIONALLY INVOLVED IN THE PRACTICE AND MANAGEMENT OF INFECTION CONTROL AND/OR THE APPLICATION OF EPIDEMIOLOGY. SUCH MEMBERS MAY VOTE IN ELECTIONS, SERVE ON COMMITTEES, AND HOLD ELECTED OFFICE. 6. PATRON MEMBERSHIP PATRON MEMBERS SHALL BE ORGANIZATIONS OR GROUPS INTERESTED IN SUPPORTING THE ASSOCIATION. SUCH MEMBERS MAY NOT VOTE OR HOLD ELECTED OFFICE. 7. STUDENT MEMBERSHIP INDIVIDUALS ENROLLED FULL-TIME IN AN ACCREDITED INSTITUTION, PRIOR TO THE AWARD OF AN ASSOCIATES OR BACHELORS DEGREE. SUCH MEMBERS MAY NOT VOTE OR HOLD OFFICE; HOWEVER, MAY SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE GOVERNING DOCUMENTS MUST BE APPROVED BY A TWO/THIRDS ( 2/3) OF THE MEMBERSHIP VOTING. FORM 990, PART VI, SECTION B, LINE 11 ALL SUPPORTING SCHEDULES AND INFORMATION IS PROVIDED AND COMPILED DURING THE ANNUAL AUDIT. THE 990 IS COMPLETED BY APIC'S AUDIT AND TAX FIRM AND IS REVIEWED IN DETAIL BY THE ORGANIZATION'S CFO AND CEO. ADDITIONALLY, THE THEN COMPLETED AND REVEIWED FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S FINANCE AND AUDIT COMMITTEE FOR THEIR REVIEW AND ANY QUESTIONS AND COMMENTS ARE ADDRESSED BY EITHER THE ORGANIZATION'S CFO OR CEO. ONCE THE FORM 990 IS FILED A PDF COPY IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS, THE CEO AND CFO ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DECLARATION. THEY MUST ACKNOWLEDGE THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY. AT EACH BOARD CALL OR MEETING ALL BOARD MEMBER ARE REQUIRED TO DECLARE ANY NEW CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS AND COMPENSATION CONSULTANTS ARE USED TO COMPARE COMPENSATION AND BENEFITS OF CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIALS, AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 APIC MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THEIR CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 154,329. CERTIFICATION BOARD OF INFECTION CONTROL & EPIDEMIOLOGY INC (CBIC) PO BOX 19554 LENEXA KS 662859554 042760899 PROVIDES CREDENTIALING SERVICES KS 501(C)(6) N/A 0 APIC CONSULTING SERVICES INC (ACSI) 1275 K STREET NW SUITE 1000 WASHINGTON DC 20005 262299922 CONSULTING SERVICES DC N/A C 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 APIC CONSULTING SERVICES INC (ACSI) E