2025-05-14T12:55:49-05:00 2024-12-31 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990 2024-01-01 237067770 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES INC AMER 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 LISA GABLES CHIEF EXECUTIVE OFFICER 7038362272 2025-05-14 1 1 SUE ROBISON P00560072 2062814444 2025-05-13 2024 2025-03-06 01:10:19Z LISA GABLES 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 44295409 0 X WWW.AAPA.ORG X 1968 VA TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES. 13 12 130 696 16360 0 3073249 2454750 24796790 23310093 197012 2902899 3267821 3143500 31334872 31811242 584069 929471 0 0 17263255 16279950 0 0 0 16821139 15906704 34668463 33116125 -3333591 -1304883 42557026 41017056 22931717 22505115 19625309 18511941 TO ENSURE THE PROFESSIONAL GROWTH, PERSONAL EXCELLENCE, AND RECOGNITION OF PHYSICIAN ASSOCIATES, AND TO SUPPORT EFFORTS TO ENABLE THEM TO IMPROVE THE QUALITY, ACCESSIBILITY, AND COST-EFFECTIVENESS OF PATIENT-CENTERED HEALTH CARE. 0 0 THE PROMOTION OF QUALITY, COST-EFFECTIVE, AND ACCESSIBLE HEALTH CARE, AS WELL AS THE PROFESSIONAL AND PERSONAL DEVELOPMENT OF PHYSICIAN ASSOCIATES. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 288 0 1 130 1 1 1 0 0 0 1 1 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 7038362272 2318 MILL ROAD 1300 ALEXANDRIA VA 223141552 JASON PREVELIGE PRESIDENT (BEG 07/01/24) 4.00 0.00 X X 8960 0 0 FOLUSHO OGUNFIDITIMI IMMEDIATE PAST PRESIDENT 4.00 0.00 X X 23944 0 0 TODD PICKARD PRESIDENT-ELECT (BEG 07/01/24) 4.00 0.00 X X 0 0 0 LESLIE CLAYTON VP/SPEAKER OF THE HOUSE 4.00 0.00 X X 0 0 0 KRIS PYLES-SWEET SECRETARY-TREASURER (BEG 07/01/24) 2.00 2.00 X X 5840 0 0 LAUREN DOBBS SECRETARY-TREASURER (THRU 06/30/24) 4.00 0.00 X X 0 0 0 KATHERINE GEEBAH FOOTRACER DIRECTOR-AT-LARGE (BEG 07/01/24) 2.00 0.00 X 4480 0 0 BRITTNY DAWKINS STUDENT DIRECTOR (BEG 07/01/24) 2.00 0.00 X 0 0 0 PAOLA GONZALEZ DIRECTOR-AT-LARGE (BEG 07/01/24) 2.00 0.00 X 2560 0 0 ERIC MARTINEZ DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 ASHTON OGLE DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 PEGGY WALSH SHERYKA DIRECTOR, FIRST VICE SPEAKER 2.00 0.00 X 0 0 0 RACHEL WEINZIMMER DIRECTOR, SECOND VICE SPEAKER (BEG 07/01/24) 2.00 0.00 X 0 0 0 DAVID BUNNELL DIRECTOR-AT-LARGE (THRU 06/30/24) 2.00 0.00 X 0 0 0 KIERRA GIPSON STUDENT DIRECTOR (THRU 06/30/24) 2.00 0.00 X 0 0 0 DEANNA BRIDGE NAJERA DIRECTOR-AT-LARGE 2.00 0.00 X 0 0 0 LISA GABLES CHIEF EXECUTIVE OFFICER 32.50 5.00 X 612569 0 62535 JENNIFER M OROZCO-KOLB CMO, SVP, CLINICAL AFFAIRS 37.50 0.00 X 309127 0 42757 SIMON SURAN CHIEF FINANCIAL OFFICER 37.50 0.00 X 247443 0 35276 DONNA NOGAY SVP, MKT & MS 37.50 0.00 X 365886 0 47658 DANIEL PACE VP, EDU & RES 37.50 0.00 X 241948 0 48116 ANIL RAVANDUR VP, IT 37.50 0.00 X 253450 0 43108 MICHAEL POWE VP REIMBURSEMENT & PROF ADVOCACY (THRU 6/30/24) 37.50 0.00 X 162805 0 16614 TATE HEUER VP, FEDERAL ADVOCACY 37.50 0.00 X 226358 0 40086 CHANTELL TAYLOR VP, PUBLIC AFFAIRS & ADV 37.50 0.00 X 210996 0 14128 PATRICIA BEESON VP, HUMAN RESOURCES 37.50 0.00 X 204652 0 29287 MARY KABZA SR. DIRECTOR, WEB STR 37.50 0.00 X 193497 0 18980 OLGA MOROZ SR. FINANCE DIRECTOR (THRU 10/25/24) 37.50 0.00 X 187238 0 20197 3261753 0 418742 57 0 1 0 FREEMAN AUDIO VISUAL LLC 14221 N DALLAS PARKWAY STE 200 DALLAS TX 75254 MEETING AUDIO SERVICES 961962 OPTIMUM RESPONSE LLC 11567 LILTING LANE FAIRFAX STATION VA 22039 MEDIA SERVICES 869200 RICOH USA INC 300 EAGLEVIEW BLVD EXTON PA 19341 SOFTWARE/HARDWARE SERVICES 654316 CMG PARTNERS LLC 359 BLACKWELL ST STE 240 DURHAM NC 27701 GRANT WRITING 587145 APTIFY PO BOX 737451 DALLAS TX 75373 CRM DATABASE HOSTING 222773 32 2454750 2454750 MEMBERSHIP DUES 900099 15509230 15509230 MEETING/CONVENTION 900099 5536525 5536525 CONTINUING EDUCATION 900099 1324588 1324588 SPONSORSHIPS 900099 939750 939750 23310093 995092 995092 2821553 2821553 14391974 12484167 1907807 1907807 1907807 45413 0 45413 45413 INSURANCE CLAIMS 900099 259483 259483 ADVERTISING 900099 16360 16360 MISCELLANEOUS INCOME 900099 691 691 276534 31811242 22415756 16360 6924376 X 110000 819471 2093873 11210254 550799 1527124 897900 169070 63538 240000 305047 4042566 964113 170987 1551594 1225197 598701 3560009 8153 243856 113759 SUBCONTRACTOR-GRANT EXP 785576 BANK & CC FEES 555593 DUES & SUBSCRIPTIONS 411389 COMMISSIONS & FEES 175419 722137 33116125 3112974 1776212 0 62725 1135221 795216 1012483 1091854 9597559 9291832 514959 305727 29442866 30465288 7338523 6520034 42557026 41017056 2566565 2218879 11168162 12245870 9196990 8040366 22931717 22505115 X 19625309 18511941 19625309 18511941 42557026 41017056 -1304883 191515 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 15509230 543559 -248334 295225 543559 -248334 1907880 1907880 0 7689679 7383952 305727 305727 DEFERRED COMPENSATION 95006 DUE FROM RELATED PARTIES 147640 RIGHT-OF-USE ASSET 6277388 6520034 DEFERRED COMPENSATION PAYABLE 95006 DUE TO PAC 22992 LEASE LIABILITY 7922368 8040366 X 31911176 191515 213466 404981 31506195 305047 305047 31811242 32991390 180312 180312 32811078 305047 305047 33116125 PART X, LINE 2: THE ACADEMY IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(6). THE ACADEMY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FORM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ACADEMY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. WE HAVE DETERMINED THAT THE ACADEMY HAD NO NET UNRELATED BUSINESS INCOME AND, ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE ACADEMY HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC REVENUE 213,466. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 180,312. 1 PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA 2318 MILL ROAD ALEXANDRIA VA 22314 541071370 501(C)(3) 110000 0 GENERAL SUPPORT 0 STIPENDS AND HONORARIUM 343 478819 AWARDS AND GIFTS 98 67081 SPONSORSHIPS AND DONATIONS 3 16000 PART I, LINE 2: THE ORGANIZATION REQUIRES REGULAR REPORTING AND RECONCILIATION FOR ITS GRANTEES. X 1 1 X X X X 1 0 0 LISA GABLES CHIEF EXECUTIVE OFFICER 573992 0 36771 0 1806 0 44400 0 18135 0 675104 0 0 0 DONNA NOGAY SVP, MKT & MS 301458 0 59094 0 5334 0 12602 0 35056 0 413544 0 0 0 JENNIFER M OROZCO-KOLB CMO, SVP, CLINICAL AFFAIRS 294254 0 14243 0 630 0 11308 0 31449 0 351884 0 0 0 ANIL RAVANDUR VP, IT 233243 0 18401 0 1806 0 9613 0 33495 0 296558 0 0 0 DANIEL PACE VP, EDU & RES 215681 0 25847 0 420 0 9187 0 38929 0 290064 0 0 0 SIMON SURAN CHIEF FINANCIAL OFFICER 246837 0 0 0 606 0 4485 0 30791 0 282719 0 0 0 TATE HEUER VP, FEDERAL ADVOCACY 211018 0 14374 0 966 0 8702 0 31384 0 266444 0 0 0 PATRICIA BEESON VP, HUMAN RESOURCES 187700 0 14322 0 2630 0 7640 0 21647 0 233939 0 0 0 CHANTELL TAYLOR VP, PUBLIC AFFAIRS & ADV 200364 0 10000 0 632 0 969 0 13159 0 225124 0 0 0 MARY KABZA SR. DIRECTOR, WEB STR 181238 0 10634 0 1625 0 7296 0 11684 0 212477 0 0 0 OLGA MOROZ SR. FINANCE DIRECTOR (THRU 10/25/24) 141898 0 8983 0 36357 0 5188 0 15009 0 207435 0 0 0 MICHAEL POWE VP REIMBURSEMENT & PROF ADVOCACY (THRU 6/30/24) 151934 0 6212 0 4659 0 4440 0 12174 0 179419 0 0 0 PART I, LINE 1A PER POLICY, AAPA PROVIDES TRAVEL FOR COMPANIONS FOR ITS BOARD PRESIDENT AND VICE PRESIDENT/SPEAKER OF THE HOUSE TO ITS ANNUAL CONFERENCE. THIS BENEFIT IS CONSIDERED A NECESSARY BUSINESS EXPENSE AND IS NOT INCLUDED IN TAXABLE COMPENSATION TO THOSE RECEIVING THE BENEFIT. PART I, LINE 4A OLGA MOROZ RECEIVED SEVERANCE PAYMENT IN THE AMOUNT OF $35,758 DURING CALENDAR YEAR 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING MEMBERS: FELLOW MEMBERS - A FELLOW MEMBER SHALL BE A PA WHO IS A GRADUATE OF A PA PROGRAM ACCREDITED BY THE ACCREDITATION REVIEW COMMISSION ON EDUCATION FOR THE PHYSICIAN ASSISTANT (ARC-PA), OR BY ONE OF ITS PREDECESSOR AGENCIES (COMMITTEE ON ALLIED HEALTH EDUCATION AND ACCREDITATION [CAHEA], COMMISSION ON ACCREDITATION OF ALLIED HEALTH EDUCATION PROGRAMS [CAAHEP]) OR WHO HAS PASSED THE PHYSICIAN ASSISTANT NATIONAL CERTIFYING EXAMINATION (PANCE) ADMINISTERED BY THE NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS (NCCPA) OR AN EXAMINATION ADMINISTERED BY ANOTHER AGENCY APPROVED BY THE ACADEMY. FELLOW MEMBERS MUST SATISFY SUCH CONTINUING MEDICAL AND/OR MEDICALLY RELATED EDUCATIONAL REQUIREMENTS AS MAY BE PRESCRIBED BY THE ACADEMY. NON-CLINICAL FELLOW MEMBERS WILL NOT BE REQUIRED TO MAINTAIN CONTINUING MEDICAL EDUCATION (CME). FELLOW MEMBERS SHALL BE ENTITLED TO VOTE AND HOLD OFFICE. STUDENT MEMBERS - A STUDENT MEMBER IS AN INDIVIDUAL WHO IS ENROLLED IN AN ARC-PA OR SUCCESSOR AGENCY APPROVED PA PROGRAM. STUDENT MEMBERS ARE ONLY ELIGIBLE TO HOLD ELECTED OFFICE IN THE STUDENT ACADEMY OR AS OTHERWISE PROVIDED IN THESE BYLAWS. THE STUDENT BOARD OF DIRECTORS AND APPORTIONED STUDENT MEMBERS OF THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE IN AAPA GENERAL ELECTIONS. AFFILIATE MEMBERS - AFFILIATE MEMBERS SHALL CONSIST OF INDIVIDUALS FROM OTHER HEALTH PROFESSIONS, REPRESENTATIVES OF BUSINESSES ENGAGED IN SELLING PRODUCTS OR SERVICES TO PAS, OR INDIVIDUALS WHO DO NOT QUALIFY FOR ANY OTHER MEMBERSHIP CATEGORY AND DESIRE TO ASSOCIATE WITH THE ACADEMY. AFFILIATE MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. HONORARY MEMBERS - HONORARY MEMBERSHIP MAY BE CONFERRED BY THE ACADEMY UPON NON-PAS WHO HAVE RENDERED DISTINGUISHED SERVICE TO THE PA PROFESSION. HONORARY MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. ALL HONORARY MEMBERS SHALL BE EXEMPT FROM THE PAYMENT OF DUES. RETIRED MEMBERS - A RETIRED MEMBER SHALL BE A PA WHO IS A FORMER FELLOW MEMBER WHO HAS CHOSEN TO RETIRE FROM THE PROFESSION AND OPTS TO BE CLASSIFIED AS A RETIRED MEMBER. RETIRED MEMBERS SHALL BE ENTITLED TO VOTE BUT SHALL NOT HOLD OFFICE. PRE-PA MEMBERS - A PRE-PA MEMBER IS AN INDIVIDUAL WHO PLANS TO APPLY TO PA SCHOOL. PRE-PA MEMBERS SHALL NOT BE ENTITLED TO VOTE OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A FOR THE BOARD OF DIRECTORS ELECTIONS, ELIGIBLE VOTERS ARE FELLOW AND RETIRED MEMBERS, AND MEMBERS OF THE STUDENT ACADEMY BOARD OF DIRECTORS AND THE STUDENT DELEGATION OF THE HOUSE OF DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. FOR HOUSE OF DELEGATES ELECTIONS, ELIGIBLE VOTERS ARE SEATED DELEGATES WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. THE STUDENT ACADEMY PRESIDENT, WHO SERVES AS THE STUDENT DIRECTOR ON THE BOARD OF DIRECTORS, IS ELECTED BY STUDENT MEMBERS WITH CURRENT MEMBERSHIP AS OF FIFTEEN (15) DAYS BEFORE THE ELECTION. FORM 990, PART VI, SECTION A, LINE 7B TO BE ADOPTED, AN AMENDMENT TO THE BYLAWS SHALL BE APPROVED BY THE BOARD OF DIRECTORS AND BY A TWO-THIRDS VOTE OF ALL DELEGATES PRESENT AND VOTING OF THE HOUSE OF DELEGATES. THE ACADEMY SHALL HAVE A HOUSE OF DELEGATES, WHICH SHALL REPRESENT THE INTEREST OF THE MEMBERSHIP. THE HOUSE OF DELEGATES SHALL EXERCISE THE SOLE AUTHORITY ON BEHALF OF THE ACADEMY TO ENACT POLICIES ESTABLISHING THE COLLECTIVE VALUES, PHILOSOPHIES, AND PRINCIPLES OF THE PA PROFESSION. THE HOUSE OF DELEGATES SHALL BE ENTITLED TO VOTE ON AMENDMENTS TO THE BYLAWS ON BEHALF OF THE MEMBERS IN ACCORDANCE WITH ARTICLE XIV. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE AAPA FINANCE COMMITTEE AND GOVERNING BODY FOR REVIEW BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS WERE COLLECTED FOR ALL BOARD MEMBERS, VOLUNTEERS AND SENIOR MANAGEMENT TEAM. FORM 990, PART VI, SECTION B, LINE 15 AAPA USES QUATT ASSOCIATES TO SURVEY THE MARKET FOR THE APPROPRIATE COMPENSATION FOR OUR STAFF INCLUDING THE CEO. THE AAPA BOARD APPROVES THE CEO'S COMPENSATION BASED ON THE RESULTS OF SALARY SURVEY AND PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO THE PUBLIC BY KEEPING A PUBLIC INSPECTION 990 ON FILE AT THE HEADQUARTERS OFFICE AFTER IT HAS BEEN COMPLETED AND FILED WITH IRS FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). AAPA ALSO PUTS AN ELECTRONIC COPY OF GOVERNING DOCUMENTS, POLICIES, TAX RETURNS, AND FINANCIAL STATEMENTS ON THE AAPA WEBSITE FOR PUBLIC INSPECTION PURPOSE. FORM 990, PART IX, LINE 11G TITLE CHANGE INVESTIGATION 3,991,280. PAYROLL MANAGEMENT FEES 51,286. PHYSICIAN ASSOCIATE FOUNDATION OF THE AAPA 2318 MILL ROAD ALEXANDRIA VA 22314 541071370 EMPOWERS THE PA PROFESSION TO IMPACT THE HEALTH & WELLNESS OF THE COMMUNITY VA 501(C)(3) LINE 12A, I AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 1 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES POLITICAL ACTION COMMITTEE 2318 MILL ROAD ALEXANDRIA VA 22314 541132594 POLITICAL ACTIVITIES VA 527 AMERICAN ACADEMY OF PHYSICIAN ASSOCIATES 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 PHYSICIAN ASSOCIATE FOUNDATION Q 573425 PHYSICIAN ASSOCIATE FOUNDATION R 110000