2021-07-27T08:03:18-05:00 2020-12-31 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2020-01-01 030429253 SOCIETY FOR THE PRESERVATION OF PHYSICIAN ASSISTANT HISTORY INC SOCI 6784178682 12000 FINDLEY ROAD NO 100 JOHNS CREEK GA 30097 DAWN MORTON-RIAS EX-OFFICIO TRUSTEE 6784178100 2021-07-25 1 DAWN MORTON-RIAS 999009999 MARY JO ALEXANDER P00002534 7709558600 2021-07-25 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAWN MORTON-RIAS 12000 FINDLEY ROAD NO 100 JOHNS CREEK GA 30097 409074 0 X WWW.PAHX.ORG X 2002 NC PRESERVING 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. DEVELOPED AND PRESENTED A TWO-DAY PA HISTORIAN WORKSHOP TO PAS TO TEACH THEM ABOUT WAYS TO PRESERVE THE HISTORY OF THEIR INSTITUTIONS. 12 11 3 11 0 0 415960 409074 0 0 0 0 4900 0 420860 409074 0 0 0 0 248354 261559 0 0 0 137272 72674 385626 334233 35234 74841 205704 270027 37266 26748 168438 243279 X TO SHARE THE HISTORY OF THE DEVELOPMENT OF THE PA PROFESSION AND ILLUSTRATE HOW PAS CONTINUE TO MAKE A DIFFERENCE IN OUR SOCIETY. 0 0 132172 SEE SCHEDULE OTHE PA HISTORY SOCIETY MAINTAINS A COLLECTION OF ARCHIVAL DOCUMENTS, REFERENCE MATERIALS, AUDIO & VIDEO CLIPS, AND MUSEUM ITEMS FROM THEDEVELOPMENT 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. EDUCATIONAL MATERIALS INCLUDE A PUBLISHED THE PHYSICIAN ASSISTANT AN ILLUSTRATEDHISTORY BOOK, A PRODUCED DVD ABOUT THE CREATION OF THE NATIONAL PA ORGANIZATIONS TITLED, THE WAY WE WERE, A CONVERSATION WITH THE PAPROFESSION'S EARLY LEADERS, A DEVELOPED EDUCATIONAL TOOLKIT WITH LEARNING MODULES AND INSTRUCTORS GUIDE FOR PA FACULTY TO ASSIST THEMWITH TEACHING THE HISTORY OF THE PROFESSION. EACH YEAR THE SOCIETY CREATES ADDITIONAL EDUCATIONAL MATERIALS FROM ITS GROWING COLLECTION. 132172 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X E TIM RYAN VP OF FINANCE AND CORPORATE SERVICES 6784178109 12000 FINDLEY ROAD SUITE 100 JOHNS CREEK GA 30097 DAWN MORTON-RIAS EX-OFFICIO TRUSTEE 1.00 40.00 X X 0 475726 36621 LORI KONOPKA-SAUER MANAGING DIRECTOR 40.00 X 0 104354 43898 MARYANN RAMOS PRESIDENT 1.00 X X 0 0 0 DEBORAH GERBERT PRESIDENT ELECT 1.00 X X 0 0 0 STEVE WILSON SECRETARY/TREASURER 1.00 X X 0 0 0 JOHN J DAVIS TRUSTEE 1.00 X 0 0 0 MARILYN FITZGERALD TRUSTEE 1.00 X 0 0 0 HENRY HEARD TRUSTEE 1.00 X 0 0 0 LESLIE A KOLE TRUSTEE 1.00 X 0 0 0 ROBERT S SMITH TRUSTEE 1.00 X 0 0 0 MAHA B LUND TRUSTEE 1.00 X 0 0 0 ROBERT WOOTEN TRUSTEE 1.00 X 0 0 0 MADISON TAYLOR TRUSTEE 1.00 X 0 0 0 0 580080 80519 0 0 1 0 0 355000 54074 409074 409074 0 0 0 190621 79753 110868 70938 29713 41225 3966 3966 3700 3700 17350 8650 8700 14162 10399 3763 7504 3024 4480 15600 15600 1241 633 608 1826 1826 2646 2646 DUES 2196 2196 MISCELLANEOUS EXPENSE 1234 1234 CREDIT CARD PROCESSING 987 987 TRAINING 207 207 55 55 334233 132172 202061 0 200933 265683 551 320 12759 8966 4451 3793 205704 270027 3573 432 33693 26316 37266 26748 X 168248 243279 190 0 168438 243279 205704 270027 74841 0 X X 0 1 X 1 0 X X 1 NATL COMM ON CERT OF PHYS ASSISTANT 581218672 10 1 0 0 1 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SECTION A PART IV LINE 2 THE 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 (97.2% IN FYE 2020). SHOULD THERE EVER BE A SIGNIFICANT CHANGE IN PROGRAM FUNCTIONS, THE FOUNDATION WILL BE NOTIFIED IMMEDIATELY. PART IV, LINE 3B THE 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 (97.2% IN FYE 2020) SHOULD THERE EVER BE A SIGNIFICANT CHANGE IN PROGRAM FUNCTIONS, THE SOCIETY WILL BE NOTIFIED IMMEDIATELY. PART IV, LINE 3C THE 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 2022 TO NCCPA AT THE BOARD MEETING IN NOVEMBER 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12759 8966 3793 3793 RELATED PARTY PAYABLE - NCCPA 26316 26316 X 409074 0 409074 0 409074 334233 0 334233 0 334233 PART X, LINE 2: THE 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. X 0 0 0 0 0 0 0 0 0 0 0 DAWN MORTON-RIAS EX-OFFICIO TRUSTEE 0 449726 0 0 0 26000 0 33500 0 3121 0 512347 0 0 PART I, LINE 1A HEALTH CLUB REIMBURSEMENT UP TO $1000 FOR ALL EMPLOYEES FORM 990 PART VII 100% 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. FORM 990, PART VI, SECTION A, LINE 6 NCCPA (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 7A PAHX BOARD PROVIDES RECOMMENDATIONS OF NEW TRUSTEES TO THE NCCPA BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C MEMBERS 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 15 THE NCCPA DETERMINES PAY BASED ON COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE 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 XII, LINE 2C THE PROCESS FOR OVERSIGHT OF FINANCIAL STATEMENTS HAS NOT CHANGED. FORM 990, PART I, LINE 5 NUMBER OF EMPLOYEES ALL 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. NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS 12000 FINDLEY ROAD SUITE 100 JOHNS CREEK GA 30097 581218672 CERTIFICATION OF PHYSICIAN ASSISTANTS GA 501(C)(6) N/A 0 NCCPA HEALTH FOUNDATION INC 12000 FINDLEY ROAD SUITE 100 JOHNS CREEK GA 30097 204318466 SUPPORTING ORGANIZATION IL 501(C)(3) LINE 12B, II NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 0 NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC C 355000 CASH CONTRIBUTED NATIONAL COMMISSION ON CERTIFICATION OF PHYSICIAN ASSISTANTS INC P 260717 PERSONNEL RELATED COSTS