STRATEGY STUDIO / PUBLIC DATA EXPLORER

SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC (EIN 03-0429253)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-19
IRS object ID
202402329349301460
Schema version
2023v5.1
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

FieldValueIRS element (for citing)
Return2024-08-19T15:55:08-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN580692043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAULDIN & JENKINS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 GALLERIA PKWY SE STE 1700AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP303395946ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030429253EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOCIETY FOR THE PRESERVATION OFBusinessNameLine1Txt
Business Name Line2PHYSICIAN ASSISTANT HISTORY INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOCIBusinessNameControlTxt
Phone6784178682PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112000 FINDLEY ROAD 200AddressLine1Txt
CityJOHNS CREEKCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAWN MORTON-RIASPersonNm
Person TitleEX-OFFICIO TRUSTEEPersonTitleTxt
Phone6784178100PhoneNum
Signature2024-08-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY JO ALEXANDERPreparerPersonNm
PTINP00002534PTIN
Phone7709558600PhoneNum
Preparation2024-08-16PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDAWN MORTON-RIASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line112000 FINDLEY ROAD 200AddressLine1Txt
CityJOHNS CREEKCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$523,370GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PAHX.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2002FormationYr
Legal Domicile StateNCLegalDomicileStateCd
Activity Or MissionPRESERVING AND PRESENTING THE HISTORY OF THE PA PROFESSION. UPDATED THE PAHX'S ILLUSTRATED WEBSITE WITH NEW RECORDED INTERVIEWS, BIOGRAPHIES AND PA-RELATED EXHIBITS. THE STAFF, TRUSTEES AND HISTORIANS PARTICIPATED IN PRESENTATIONS TO PA STUDENTS AND PA FACULTY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$474,765PYContributionsGrantsAmt
CY Contributions Grants$523,370CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$474,765PYTotalRevenueAmt
CY Total Revenue$523,370CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$500CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$283,138PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$310,091CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$238,082PYOtherExpensesAmt
CY Other Expenses$146,587CYOtherExpensesAmt
PY Total Expenses$521,220PYTotalExpensesAmt
CY Total Expenses$457,178CYTotalExpensesAmt
PY Revenues Less Expenses-$46,455PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$66,192CYRevenuesLessExpensesAmt
Total Assets BOY$347,538TotalAssetsBOYAmt
Total Assets EOY$380,461TotalAssetsEOYAmt
Total Liabilities BOY$73,629TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,360TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$273,909NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$340,101NetAssetsOrFundBalancesEOYAmt
MissionTO SHARE THE HISTORY OF THE DEVELOPMENT OF THE PA PROFESSION AND ILLUSTRATE HOW PAS CONTINUE TO MAKE A DIFFERENCE IN OUR SOCIETY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$198,645ExpenseAmt
Grant$500GrantAmt
DescTHE PA HISTORY SOCIETY MAINTAINS A COLLECTION OF ARCHIVAL DOCUMENTS, REFERENCE MATERIALS, AUDIO & VIDEO CLIPS, AND MUSEUM ITEMS FROM THE DEVELOPMENT OF THE PA PROFESSION. THE SOCIETY SHARES THESE MATERIALS, VIA ITS ILLUSTRATED WEBSITE, AND DEVELOPS ADDITIONAL EDUCATIONALRESOURCES USED TO TEACH THE HISTORY OF PA PROFESSION. EACH YEAR THE SOCIETY CREATES ADDITIONAL EDUCATIONAL MATERIALS FROM ITS GROWING COLLECTION.Desc
Total Program Service Expenses$198,645TotalProgramServiceExpensesAmt
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
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
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 Individuals0GrantsToIndividualsInd
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 With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
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
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1E TIM RYAN VP OF FINANCE AND CORPORATE SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6784178109PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112000 FINDLEY ROAD SUITE 200AddressLine1Txt
CityJOHNS CREEKCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
DAWN MORTON-RIAS
EX-OFFICIO TRUSTEE, CEO5.0045.00Yes (X)Yes (X)$0$628,061$51,830
GREG THOMAS
TRUSTEE1.00Yes (X)$0$0$0
LORI KONOPKA-SAUER
MANAGING DIRECTOR40.00Yes (X)$0$124,436$43,453
STEPHEN WILSON
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
WILLIAM KOHLHEPP
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
ROBERT S SMITH
PRESIDENT-ELECT1.00Yes (X)Yes (X)$0$0$0
SOPHI LEAH SCARNEWMAN
TRUSTEE1.00Yes (X)$0$0$0
BRUNA VARALLI-CLAYPOOL
TRUSTEE1.00Yes (X)$0$0$0
RICHARD C VAUSE JR
TRUSTEE1.00Yes (X)$0$0$0
ROBIN HUNTER-BUSKEY
TRUSTEE1.00Yes (X)$0$0$0
DEBORAH S MUNSELL
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$752,497TotReportableCompRltdOrgAmt
Total Other Compensation$95,283TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$455,000RelatedOrganizationsAmt
All Other Contributions$68,370AllOtherContributionsAmt
Total Contributions$523,370TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$523,370TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$500TotalAmt
Program Services$500ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$167,890TotalAmt
Program Services$100,734ProgramServicesAmt
Management And General$67,156ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$106,272TotalAmt
Program Services$27,900ProgramServicesAmt
Management And General$78,372ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,747TotalAmt
Program Services$694ProgramServicesAmt
Management And General$16,053ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$19,182TotalAmt
Program Services$8,514ProgramServicesAmt
Management And General$10,668ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$3,151TotalAmt
Management And General$3,151ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,200TotalAmt
Management And General$4,200ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$51,238TotalAmt
Program Services$37,365ProgramServicesAmt
Management And General$13,873ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,702TotalAmt
Program Services$8,095ProgramServicesAmt
Management And General$607ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$7,642TotalAmt
Management And General$7,642ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$15,600TotalAmt
Management And General$15,600ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$48,261TotalAmt
Program Services$14,843ProgramServicesAmt
Management And General$33,418ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,645TotalAmt
Management And General$1,645ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,041TotalAmt
Management And General$3,041ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
DUES$2,958$2,958
TRAINING$149$149

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$457,178TotalAmt
Program Services$198,645ProgramServicesAmt
Management And General$258,533ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$344,308BOYAmt
EOY$379,961EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$148BOYAmt
EOY$500EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,082BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$347,538BOYAmt
EOY$380,461EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,044BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$72,585BOYAmt
EOY$40,360EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$73,629BOYAmt
EOY$40,360EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$272,802BOYAmt
EOY$338,994EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,107BOYAmt
EOY$1,107EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$273,909BOYAmt
EOY$340,101EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$347,538BOYAmt
EOY$380,461EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$66,192ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1NATL COMM ON CERT OF PHYS ASSISTANTBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN581218672EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationYes (1)SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SECTION A PART IV LINE 2THE SUPPORTED ORGANIZATION, THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC (NCCPA), RECEIVES THE MAJORITY OF ITS SUPPORT FROM EXEMPT ACTIVITY FUNCTIONS WHICH ARE DERIVED DIRECTLY FROM THE ADMINISTRATION OF EXAMS REQUIRED TO RECEIVE PHYSICIAN ASSISTANT CERTIFICATION. CONSEQUENTLY, NCCPA, A 501(C)(6) ORGANIZATION, WILL CONTINUE TO PASS THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) INDEFINITELY (96.3% IN FYE 2023). SHOULD THERE EVER BE A SIGNIFICANT CHANGE IN PROGRAM FUNCTIONS, THE FOUNDATION WILL BE NOTIFIED IMMEDIATELY.
PART IV, LINE 3BTHE SUPPORTED ORGANIZATION, THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC (NCCPA), RECEIVES THE MAJORITY OF ITS SUPPORT FROM EXEMPT ACTIVITY FUNCTIONS WHICH ARE DERIVED DIRECTLY FROM THE ADMINISTRATION OF EXAMS AND RECERTIFICATION REQUIRED TO BE CERTIFIED AS A PHYSICIAN ASSISTANT. CONSEQUENTLY, NCCPA, A 501(C)(6) ORGANIZATION, WILL CONTINUE TO PASS THE PUBLIC SUPPORT TESTS UNDER SECTION 509(A)(2) INDEFINITELY (96.3% IN FYE 2023) SHOULD THERE EVER BE A SIGNIFICANT CHANGE IN PROGRAM FUNCTIONS, THE SOCIETY WILL BE NOTIFIED IMMEDIATELY.
PART IV, LINE 3CTHE EXPENSES SHOWN GOING TO THE SUPPORTED ORGANIZATION (NCCPA) ARE IN FACT EXPENSES SPENT BY THE SOCIETY TO SUPPORT ITS PROGRAM INITIATIVES WHICH ARE ORIGINALLY DIRECTED TO THE SOCIETY BY NCCPA. THE SOCIETY OPERATES ITS OWN PROGRAMS AND HAS THE CONTROL OVER WHERE THE FUNDS ARE DIRECTED, WHICH ARE FOR CHARITABLE AND EDUCATIONAL PURPOSES UNDER SECTION 170(C)(2)(B). THE SOCIETY PROVIDES WRITTEN REPORTS ABOUT ITS PROGRAM ACTIVITIES TO NCCPA ON A QUARTERLY BASIS. THE NCCPA BOARD OF DIRECTORS ALSO PROVIDES DIRECTION FOR THE SOCIETY'S FUTURE PROGRAM ACTIVITIES, AND THE SOCIETY WILL PRESENT ITS STRATEGIC INITIATIVES FOR 2025 TO NCCPA AT THE BOARD MEETING IN NOVEMBER 2024.

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

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRELATED PARTY PAYABLE - NCCPADesc
Amt$40,360Amt
FieldValueIRS element (for citing)
Total Liability$40,360TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$523,370TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$523,370RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$523,370TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$457,178TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$457,178ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$457,178TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE COMMISSION IS EXEMPT FROM INCOME TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(6), AND THE FOUNDATION AND THE PA HISTORY SOCIETY ARE EXEMPT UNDER SECTION 501(C)(3). MANAGEMENT OF THE ORGANIZATION CONSIDERS THE LIKELIHOOD OF CHANGES BY TAXING AUTHORITIES IN ITS FILED INCOME TAX RETURNS AND RECOGNIZES A LIABILITY FOR OR DISCLOSES POTENTIAL SIGNIFICANT CHANGES THAT MANAGEMENT BELIEVES ARE MORE LIKELY THAN NOT TO OCCUR, INCLUDING CHANGES TO THE ENTITY'S STATUS AS A NOT-FOR-PROFIT ENTITY. MANAGEMENT BELIEVES THE ENTITIES WITHIN THE ORGANIZATION MET THE REQUIREMENTS TO MAINTAIN THEIR TAX-EXEMPT STATUS AND HAVE NO INCOME SUBJECT TO UNRELATED BUSINESS INCOME TAX; THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED IN THESE FINANCIAL STATEMENTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
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 Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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
DAWN MORTON-RIAS
EX-OFFICIO TRUSTEE, CEO$0$521,926$0$99,235$0$6,900$0$39,600$0$12,230$0$679,891$0$0
LORI KONOPKA-SAUER
MANAGING DIRECTOR$0$119,536$0$4,000$0$900$0$15,436$0$28,017$0$167,889$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 PART VIIFormAndLineReferenceDesc
Explanation100% OF THE ORGANIZATION'S PAYROLL IS REPORTED UNDER A RELATED ENTITY, NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS, "NCCPA". THE ORGANIZATION REIMBURSES NCCPA FOR COMPENSATION AND BENEFITS PAID FOR ALL OF THE ORGANIZATION'S EMPLOYEES INCLUDING THE MANAGING DIRECTOR OF THE ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 5 & PART V, LINE 2ALL PAYROLL PROCESSING AND GOVERNMENTAL REPORTING IS HANDLED BY A COMMON PAYMASTER, RELATED ENTITY NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS, INC., FEIN #58-121867. PAYROLL FOR THE THREE EMPLOYEES IS REIMBURSED BY THE SOCIETY TO THE RELATED ENTITY.
FORM 990, PART VI, SECTION A, LINE 6NCCPA (THE CORPORATE MEMBER) IS THE SOLE MEMBER OF THE SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY, INC. AS THE SOLE MEMBER, THE NCCPA BOARD OF DIRECTORS ELECTS THE MEMBERS OF THE SOCIETY'S BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7APAHX BOARD PROVIDES RECOMMENDATIONS OF NEW TRUSTEES TO THE NCCPA BOARD OF DIRECTORS FOR APPROVAL.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF FINANCIAL OFFICER OF NCCPA REVIEWED THE FORM 990 PRIOR TO ITS FILING. THE 990 WAS SUPPLIED TO THE BOARD OF TRUSTEES VIA EMAIL WITH RETURN RECIEPT TO ENSURE EACH MEMBER HAD RECEIVED THEIR COPY. EACH TRUSTEE IS REQUIRED TO REVIEW THE FORM 990 AND VOTE TO APPROVE FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12CMEMBERS OF THE BOARD OF TRUSTEES REVIEW AND SIGN A STATEMENT OF FIDUCIARY OBLIGATIONS, INCLUDING CONFLICT OF INTEREST ISSUES, ON AN ANNUAL BASIS. TRUSTEES RECUSE THEMSELVES FROM DISCUSSIONS OR VOTES ON ISSUES ON WHICH THEY HAVE A POTENTIAL CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15THE NCCPA DETERMINES PAY BASED ON COMPENSATION STUDIES.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST AT THE SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY, INC. ALL FINANCIAL AND GOVERNING DOCUMENTS ARE STORED ON THE NCCPA-PAHX INTRANET SO THAT THE PAHX MANAGING DIRECTOR AND/OR THE NCCPA-PAHX FINANCE TEAM CAN ACCESS THEM.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,938. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,938. WEBSITE DEVELOPMENT: PROGRAM SERVICE EXPENSES 37,365. MANAGEMENT AND GENERAL EXPENSES 3,935. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,300.
FORM 990, PART XII, LINE 2CTHE PROCESS FOR OVERSIGHT OF FINANCIAL STATEMENTS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS
12000 FINDLEY ROAD SUITE 100JOHNS CREEKGA30097581218672CERTIFICATION OF PHYSICIAN ASSISTANTSGA501(C)(6)N/A0
NCCPA HEALTH FOUNDATION INC
12000 FINDLEY ROAD SUITE 100JOHNS CREEKGA30097204318466SUPPORTING ORGANIZATIONIL501(C)(3)0LINE 12B, IINATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
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 OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC
C$455,000CASH CONTRIBUTED
NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC
P$310,091PERSONNEL RELATED COSTS
NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC
E$40,360BOOK VALUE