2020-11-02T13:03:46-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 650880021 PULMONARY HYPERTENSION ASSOCIATION PULM 3015653004 801 ROEDER RD STE 1000 NO 1000 SILVER SPRING MD 209104458 BRAD A WONG PRESIDENT & CEO 3015653004 2020-11-02 1 MIKE SORRELLS P00001737 2022932200 66.98.98.6 2020-11-02 12:27:03 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 2019 2021-01-29 14:40:06Z BRAD A WONG 801 ROEDER RD STE 1000 NO 1000 SILVER SPRING MD 209104458 8098071 0 X WWW.PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 24 24 35 14000 308783 101305 5376201 6604447 1101735 690313 301293 353736 244818 217484 7024047 7865980 305066 270000 0 0 2452565 2428044 0 0 581266 4713503 3418020 7471134 6116064 -447087 1749916 17192350 19962681 1676459 1465428 15515891 18497253 X TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PH. 0 0 4220696 270000 704173 ***ADVOCATE FOR THE PH COMMUNITY*** - PHA HOSTED AN ADVOCACY DAY THAT DREW MORE THAN 100 HEALTH CARE PROFESSIONALS TO WASHINGTON DC TO EDUCATE CONGRESS ABOUT PULMONARY HYPERTENSION AND HOW TO IMPROVE LIVES FOR INDIVIDUALS WITH THE DISEASE. PH PATIENTS AND OTHER COMMUNITY MEMBERS ADDED THEIR VOICES FROM HOME VIA PHA'S ONLINE ADVOCACY TOOLS AND LOCAL LEGISLATIVE VISITS. PHA ALSO ADVOCATED ON BEHALF OF PATIENTS AND HEALTH CARE PROFESSIONALS FOR CHANGES TO THE AMBRISANTEN RISK EVALUATION AND MITIGATION STRATEGIES (REMS) PROGRAM, LEADING TO REDUCED RISK OF DELIVERY DELAYS AND THERAPY DISRUPTION.RAISED PUBLIC AND COMMUNITY AWARENESS THROUGH PSAS AND MEDIA OUTREACH (35 MILLION+ IMPRESSIONS), SOCIAL MEDIA, PHANEWS E-NEWSLETTER (30,000 WEEKLY SUBSCRIBERS). PHASSOCIATION.ORG (1,365,607 ANNUAL VISITS), AND DISTRIBUTED 4 ISSUES OF PATHLIGHT MAGAZINE (5,500 ANNUAL SUBSCRIBERS). ***EMPOWER PATIENTS AND CAREGIVERS***:PROVIDED PEER SUPPORT THRUGH 200 SUPPORT GROUPS AND 700+ MEETINGS NATIONWIDE, HELPED 1,200 NEWLY DIAGNOSED PATIENTS THROUGH OUR ROADMAP TO HOPE, AND EDUCATED PATIENTS AND CAREGIVERS THROUGH OUR ONLINE PHA CLASSROOM PLATFORM WITH 36,936 VIDEO VIEWS. DISTRIBUTED 1,642 PEDIATRIC RESOURCE GUIDES TO PEDIATRIC CENTERS AND FAMILIES. ***PROMOTE QUALITY PATIENT CARE***:RECORDED 546 ATTENDEES AT PHA'S PHPN SYMPOSIUM, WHICH DELIVERED 2,284 HOURS OF IN PERSON CME. OFFERED 20 NEW CONTINUING EDUCATION COURSES TO PHA ONLINE UNIVERSITY USERS, WHO ENROLLED IN 1,324 COURSES. PROVIDED 3,396 HOURS OF LIVE HEALTHCARE PROFESSIONAL EDUCATION THROUGH PHA MEDICAL EDUCATION ON-DEMAND AND THE PHA PRECEPTORSHIP PROGRAM.***CATALYZE RESEARCH FOR A CURE***:AWARDED $270,000 IN PH RESEARCH GRANTS (CURRENT AND NEW) THAT INCLUDED CAREER DEVELOPMENT AND MENTORING RESEARCH GRANTS AND SUPPORT FOR THE NIH/NHLBI PVDOMICS INITIATIVE, AND HAD 15,379 VISITORS TO PHA'S ONLINE MEDICAL JOURNAL, ADVANCESINPH.ORG. 4220696 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 63 0 1 35 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 1 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD FL VA TX MA CA OR MO MN OK PA WI GA DE IA IN MT NE SD WY VT AZ LA X X THE ORGANIZATION 3015653004 801 ROEDER ROAD STE 1000 SILVER SPRING MD 20910 KAREN FAGAN MD CHAIR 3.00 0.00 X X 0 0 0 COLLEEN BRUNETTI MED CHC CHAIR-ELECT 3.00 0.00 X X 0 0 0 WILLIAM HOFF TREASURER 3.00 0.00 X X 0 0 0 DIANE RAMIREZ SECRETARY 3.00 0.00 X X 0 0 0 ROGER TOWLE IMMEDIATE PAST CHAIR 3.00 0.00 X 0 0 0 CHERYL ABBOTT RN CCRP TRUSTEE 3.00 0.00 X 0 0 0 ERIKA BERMAN-ROSENWEIG TRUSTEE 3.00 0.00 X 0 0 0 FRANK CANN TRUSTEE 3.00 0.00 X 0 0 0 MURALI CHAKINALA MD FCCP TRUSTEE 3.00 0.00 X 0 0 0 COLLEEN CONNOR TRUSTEE 3.00 0.00 X 0 0 0 RAMONA DOYLE MD MSC TRUSTEE 3.00 0.00 X 0 0 0 STACY GAUSLING OT TRUSTEE 3.00 0.00 X 0 0 0 AMY KIMBER RN APNP TRUSTEE 3.00 0.00 X 0 0 0 JESSIE KOHLER ESQ TRUSTEE 3.00 0.00 X 0 0 0 MITCH KOPPELMAN PHD TRUSTEE 3.00 0.00 X 0 0 0 RONALD OUDIZ MD TRUSTEE 3.00 0.00 X 0 0 0 FRAN ROGERS CRNP TRUSTEE 3.00 0.00 X 0 0 0 TRACI STEWART RN MSN CHFN TRUSTEE 3.00 0.00 X 0 0 0 DOUG TAYLOR TRUSTEE 3.00 0.00 X 0 0 0 MELISA WILSON ARNP ACNP-BC TRUSTEE 3.00 0.00 X 0 0 0 NICOLE CREECH TRUSTEE 3.00 0.00 X 0 0 0 TONY LAHNSTON TRUSTEE 3.00 0.00 X 0 0 0 MONICA PENARANDA TRUSTEE 3.00 0.00 X 0 0 0 MATT WALL TRUSTEE 3.00 0.00 X 0 0 0 BRAD WONG PRESIDENT & CEO 34.50 3.00 X 253635 0 10500 AZALEA CANDELARIA VP OF DEVELOPMENT 34.50 3.00 X 151375 0 12389 TORGRIM FORBERG VP OF FINANCE 34.50 3.00 X 136622 0 4122 LAUREN LEFKOWITZ VP OF HUMAN RESOURCES 37.50 0.00 X 120868 0 10134 KAREN SMAALDERS VP OF COMM & MARKETING 37.50 0.00 X 124257 0 7698 MICHAEL GRAY SENIOR DIRECTOR, MEDICAL S 24.50 13.00 X 134090 0 7312 920847 0 52155 6 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION PROVIDER 1036230 BEACON HILL STAFFING GROUP LLC 152 BOWDOIN STREET BOSTON MA 02108 STAFFING SERVICES 132743 2 455325 6149122 6604447 PUBLICATIONS 900099 308783 308783 MEMBERSHIP DUES 900099 275405 275405 CONFERENCE 900099 106125 106125 690313 353736 353736 435715 455325 232091 203624 203624 13860 0 13860 13860 7865980 395390 308783 557360 X 270000 270000 843331 503709 220807 118815 1240560 747633 319743 173184 15357 8025 4894 2438 175892 91916 56049 27927 152904 79903 48724 24277 47975 47975 70079 70079 1394143 1254114 103433 36596 85943 85822 121 319632 154130 110785 54717 109493 25339 82645 1509 351685 206939 78212 66534 171935 79767 25009 67159 444995 369924 74534 537 43328 43328 33279 33279 MISCELLANEOUS 154184 126245 22137 5802 SUPPORT GROUP DIRECT EX 133658 133658 UBIT EXPENSE 26684 26684 TRAINING & RECRUITMENT 17239 5437 11652 150 13768 3476 8792 1500 6116064 4220696 1314102 581266 1513781 3625682 2637686 1069837 45144 100348 346506 309858 43328 36648 12906743 15041568 45668 88598 17192350 19962681 569447 234798 705000 493750 334400 716000 67612 20880 1676459 1465428 X 4648901 7056707 10866990 11440546 15515891 18497253 17192350 19962681 1749916 1231447 0 X X 0 1 X 1 0 X 10203652 7495965 7555166 5376201 6604447 37235431 373329 470200 341750 1180762 831105 3197146 10576981 7966165 7896916 6556963 7435552 40432577 1641689 6737390 6320280 4636163 3760555 23096077 0 1641689 6737390 6320280 4636163 3760555 23096077 17336500 203352 210789 213317 301293 353736 1282487 57980 68842 80031 206853 203352 268769 213317 370135 433767 1489340 238645 -5349 2897 298 236491 11018978 8229585 8113130 6927396 7869319 42158408 0.41120 0.42850 0.03530 0.03140 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 238,645. 2016 AMOUNT: $ -5,349. 2017 AMOUNT: $ 2,897. 2018 AMOUNT: $ 298. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47975 47975 6115120 6163095 458155 114539 0 0 732289 526762 539927 458155 2257133 3385700 47555 46956 47391 47975 189877 183072 131691 134982 114539 564284 846426 2321632 269327 269327 2321632 2321632 -42354 -42354 2321632 2304632 17000 336946 336946 2321632 2204632 100000 262599 262599 2304632 1875475 140000 18812 -170345 2204632 0.00000 1.00000 0.00000 0 0 71483 34835 36648 84364 84364 0 190659 190659 0 36648 DEFFERED RENT 20880 20880 9263777 1231447 4338 232091 1467876 7795901 70079 70079 7865980 6282414 4338 232091 236429 6045985 70079 70079 6116064 PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT FUNDS INTENDED USES ARE TO PROVIDE: SCHOLARSHIPS FOR PATIENTS AND CAREGIVERS TO ATTEND THE ASSOCIATION'S CONFERENCES AND MEETINGS; MENTORED CLINICAL SCIENTIST DEVELOPMENT AWARD; AND, FINANCIAL SUPPORT FOR THE PHA SUPPORT GROUP LEADERSHIP INSTITUTE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 232,091. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 232,091. 5K 71990 25763 46227 54006 GOLF TOURNAMENT 68274 10074 58200 10345 40 750776 419488 331288 167740 891040 455325 435715 232091 232091 203624 1 ATS FOUNDATION 25 BROADWAY 18TH FLOOR NEW YORK NY 10004 202138855 501(C)(3) 50000 ROBYN BARST PEDIATRIC GRANT ATS FOUNDATION 25 BROADWAY 18TH FLOOR NEW YORK NY 10004 202138855 501(C)(3) 20000 PARTNERED GRANT CLEVELAND CLINIC FOUNDATION PO BOX 931531 CLEVELAND OH 44193 912153073 501(C)(3) 200000 L-PVDOMICS 3 0 PART I, LINE 2: PHA OFFERS SEVERAL GRANT OPPORTUNITIES. ALL GRANTS ARE BASED UPON ESTABLISHED GUIDELINES AND ARE ADMINISTERED BY INDEPENDENT COMMITTEES. EXAMPLES WOULD INCLUDE: (1) RESEARCH GRANTS, (2) CONFERENCE SCHOLARSHIPS, AND (3) LANTOS GRANTS IN ADDITION TO OTHER AREAS. THE ONLY EXCEPTION IS THE SUPPORT GROUP CENTRAL FUND WHICH IS NOT ADMINISTERED BY AN INDEPENDENT COMMITTEE. INSTEAD, THE PROGRAM FOLLOWS ESTABLISHED GUIDELINES TO PROVIDE GRANTS TO SUPPORT GROUP LEADERS ONLY AFTER: (1) RECEIVING AWARD LETTERS AND (2) PROVIDING NECESSARY DOCUMENTATION. X X X X X 0 0 0 0 0 0 0 0 0 BRAD WONG PRESIDENT & CEO 252442 0 0 0 1193 0 8075 0 5553 0 267263 0 0 0 AZALEA CANDELARIA VP OF DEVELOPMENT 150806 0 0 0 569 0 6543 0 7674 0 165592 0 0 0 MICHAEL GRAY FORMER KEY EMPLOYEE 35207 CONSULTING FEES 0 FORM 990, PART VI, SECTION A, LINE 2 SOME EMERITUS TRUSTEES HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER, BUT DO NOT HAVE VOTING RIGHTS. PAT PATON AND JUDY SIMPSON ARE SISTERS AND FOUNDING DIRECTORS OF PHA. FORM 990, PART VI, SECTION A, LINE 6 PULMONARY HYPERTENSION ASSOCIATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B WE SET A SPECIAL MEETING (VIA CONFERENCE CALL) FOR OUR AUDIT COMMITTEE TO REVIEW IT WITH THE CPA FIRM THAT CONDUCTS OUR ANNUAL AUDIT AND PREPARES FORM 990. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION: THE EXECUTIVE COMMITTEE, OF THE BOARD OF TRUSTEES, WORKED WITH AN EXTERNAL RECRUITING FIRM, WHO CONDUCTED A COMPARISON OF PRESIDENT/CEO COMPENSATION AMONG LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY FOR THE PRESIDENT/CEO. STAFF COMPENSATION: HR UTILIZES COMPENSATION CONSULTANTS, MARKET DATA, COMPENSATION SURVEYS, AND PERFORMANCE REVIEWS, TO DETERMINE ANNUAL INCREASES FOR STAFF AT ALL LEVELS. FORM 990, PART VI, SECTION C, LINE 19 OUR FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON OUR WEBSITE, THROUGH CHARITY NAVIGATOR, AND BY REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,254,114. MANAGEMENT AND GENERAL EXPENSES 103,433. FUNDRAISING EXPENSES 36,596. TOTAL EXPENSES 1,394,143. FROM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PULMONARY HYPERTENSION CARE CENTERS INC 801 ROEDER ROAD NO 1000 SILVER SPRING MD 20910 811030889 SUPPORT PULMONARY HYPERTENSION ASSOCIATION MD 501(C)(3) LINE 12B, II PULMONARY HYPERTENSION ASSOCIATION INC 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0