2025-10-13T20:02:29-05:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 237256856 ASSOCIATION FOR PROFESSIONAL IN INFECTION CONTROL & EPIDEMOLOGY INC ASSO 2027891890 1400 CRYSTAL DRIVE 900 ARLINGTON VA 222024153 DEVIN JOPP CEO 2027891890 2025-10-13 1 1 ERIN CRANMER P01712644 2023319880 2025-10-06 2024 2025-03-06 01:10:19Z DEVIN JOPP 1400 CRYSTAL DRIVE 900 ARLINGTON VA 222024153 31521947 0 X WWW.APIC.ORG X 1972 MA APIC'S MISSION IS TO CREATE A SAFER WORLD THROUGH PREVENTION OF INFECTION. 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 16 92 16 95785 69077 2129754 3554481 11638059 12364615 439791 2706329 2967657 3291001 17175261 21916426 0 0 0 0 9442111 11112820 0 0 0 10472774 11542060 19914885 22654880 -2739624 -738454 19083690 16810071 8038581 8103909 11045109 8706162 APIC'S MISSION IS TO CREATE A SAFER WORLD THROUGH PREVENTION OF INFECTION. 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 5026976 7096061 EDUCATIONAL CONFERENCES AND COURSES INCLUDE THE ANNUAL SCIENTIFIC & EDUCATIONAL CONFERENCE HELD IN MINNEAPOLIS, MN. BASIC EDUCATIONAL COURSES FOR PROFESSIONALS ENTERING THE FIELD OF INFECTION PREVENTION, AND TOPICAL CONFERENCES WHERE INFORMATION ON THE MOST RELEVANT INFECTION PREVENTION TOPICS ARE PRESENTED AND DISCUSSED. THE CONFERENCES PROVIDE A BROAD SPECTRUM OF EDUCATIONAL OPPORTUNITIES AND INFORMATION TO HEALTH PROFESSIONALS, ADMINISTRATORS, AND GOVERNMENT OFFICIALS. 2222616 4055468 APIC JOURNAL, APIC TEXT ONLINE AND OTHER EDUCATIONAL BOOKS ANDPUBLICATIONS ARE DISTRIBUTED TO APIC MEMBERS, SUBSCRIBERS AND CUSTOMERS. THE PUBLICATIONS PROVIDE EDUCATION AND INFORMATION ON SPECIFIC TOPICS WITHIN THE FIELD OF INFECTION PREVENTION AND DEVELOPMENT. 3845082 3114579 MEMBERSHIP DUES AND FEES: PROFESSIONAL PRACTICE AND PROGRAMS ARE ACTIVITIES THAT ADVANCE THE FIELD OF INFECTION PREVENTION HEALTH CARE FACILITIES AND OTHER ORGANIZATIONS THAT HAVE AN INTEREST IN INFECTION PREVENTION. THESE ACTIVITIES ARE FUNDED THROUGH APIC MEMBERSHIP DUES AND SERVE ALL APIC MEMBERS. 4336077 1372303 4336077 1372303 15430751 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 1 150 0 1 92 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MA X BOBBY HALL 2027891890 1400 CRYSTAL DRIVE 900 ARLINGTON VA 222024153 TANIA N BUBB PRESIDENT (UNTIL 12/31/2024) 5.00 X X 0 0 0 PATRICIA METCALF JACKSON IMMEDIATE PAST PRESIDENT (UNTIL 12/31/2024) 5.00 X X 0 0 0 JOSEPH SCALETTA TREASURER (UNTIL 12/31/2024) 5.00 X X 0 0 0 CAROL MCLAY PRESIDENT-ELECT (UNTIL 12/31/2024) 5.00 X X 0 0 0 STEPHANIE CARRAWAY SECRETARY 5.00 X X 0 0 0 DEBORAH PATTERSON BURDSALL DIRECTOR (UNTIL 12/31/2024) 2.00 X 0 0 0 JILL HOLDSWORTH DIRECTOR (UNTIL 12/31/2024) 2.00 X 0 0 0 LISA CAFFERY DIRECTOR (UNTIL 12/31/2024) 2.00 X 0 0 0 HAROLD PATTON DIRECTOR (UNTIL 12/31/2024) 2.00 X 0 0 0 MONIKA POGORZELSKA-MAZIARZ DIRECTOR 2.00 X 0 0 0 SARAH SMATHERS DIRECTOR 2.00 X 0 0 0 ELIZABETH WALLACE DIRECTOR 2.00 X 0 0 0 MARY JO MORRISON DIRECTOR 2.00 X 0 0 0 PAULA A PINTAR DIRECTOR 2.00 X 0 0 0 JUSTIN SMYER DIRECTOR 2.00 X 0 0 0 LISA K STURM DIRECTOR 2.00 X 0 0 0 DEVIN JOPP CEO 40.00 X 566850 0 47065 BOBBY HALL SVP, ADMINISTRATION 40.00 X 192932 0 22532 LETTY KLUTTZ SVP, MEMBERSHIP & PROGRAMS 40.00 X 163573 0 19700 BARBARA LONG CHIEF OF STAFF 40.00 X 180296 0 19318 LESLIE MILANO CEO, APIC CONSULTING 40.00 X 350425 0 25266 REBECCA BARTLES EXECUTIVE DIRECTOR, CIPCRPI 40.00 X 247448 0 29143 SARAH MILLER VP, MEMBERSHIP 40.00 X 234424 0 14897 ELIZABETH GARMAN VP, COMMUNICATIONS & MARKETING 40.00 X 212579 0 22365 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 40.00 X 199273 0 27360 ALEXANDR GUMBAR CTO 40.00 X 183085 0 34033 2530885 0 261679 40 0 1 0 IMS TECHNOLOGY SERVICES INC 3055 MCCANN FARM DRIVE GARNET VALLEY PA 19060 AV EQUIP SET-UP, ANNUAL CONFERENCE 474013 TATUM PO BOX 847872 DALLAS TX 75284 ACCOUNTING CONSULTING 346110 JAYNE SOMES-SCHLOESSER SOLUTIONS 1132 GREENWAY ROAD ALEXANDRIA VA 22308 HR CONSULTING 286144 FREEMAN PO BOX 734596 DALLAS TX 75373 EVENT SET-UP, ANNUAL CONFERENCE 253413 DELCOR TECHNOLOGY SOLUTIONS INC 8380 COLESVILLE RD 550 SILVER SPRING MD 20910 OUTSOURCED IT MANAGEMENT 236715 13 954271 2600210 3554481 REGISTRATION FEES 900099 4135620 4135620 MEMBERSHIP DUES 900099 3114579 3114579 CONFERENCE AND EDUCATION 900099 2960441 2960441 PUBLICATION 513190 1933212 1837427 95785 EDITORIAL STIPEND 900099 220763 220763 12364615 291550 291550 701158 701158 11941720 9526941 2414779 2414779 2414779 1296120 78580 1217540 1217540 1372303 1372303 1372303 21916426 15559831 95785 2706329 X 1584956 1199039 385917 7461066 4049825 3411241 603807 337986 265821 718431 400172 318259 744560 429937 314623 153170 153170 150714 150714 26878 26878 2909909 2553289 356620 235539 229799 5740 955553 720628 234925 1972474 1564798 407676 558474 256898 301576 824243 652707 171536 2187140 2064100 123040 122769 56474 66295 71049 54909 16140 TAXES 493590 227051 266539 TEMPORARY HELP 430250 332510 97740 RECRUITMENT 242498 140027 102471 SUBSCRIPTIONS 207810 160602 47208 22654880 15430751 7224129 0 219 0 3080429 2288661 1017010 135247 31684 41067 319243 715958 1563955 1114506 450757 449449 10930805 10009759 3253543 3169930 19083690 16810071 2091826 2711451 2620028 2561543 3326727 2830915 8038581 8103909 X 10925109 8706162 120000 0 11045109 8706162 19083690 16810071 -738454 -1600493 0 X X 0 1 X 1 1 1 X 179698 525244 167093 2129754 3554481 6556270 5801753 8827203 11222630 11551604 13564950 50968140 5981451 9352447 11389723 13681358 17119431 57524410 0 0 0 57524410 1091032 1085342 1397931 950004 992708 5517017 1091032 1085342 1397931 950004 992708 5517017 34968 72762 166868 86455 95785 456838 3303878 864365 1356102 1372303 6896648 10411329 11374916 14310624 14717817 19580227 70394913 0.81720 0.81920 0.07840 0.08440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1950 0 0 0 0 0 0 1950 0 PART II-B, LINE 1: LOBBYING EXPENSES WERE FOR PAID STAFF, OVERHEAD, AND TRAVEL REIMBURSEMENTS TO PROMOTE FUNDING AND LEGISLATION AFFECTING INFECTION PREVENTION AND PATIENT SAFETY. 1031321 708379 322942 402759 380939 21820 129875 25188 104687 449449 INVESTMENT IN APIC CONSULTING 505000 DEPOSITS 47807 457(B) INVESTMENTS 238549 DUE FROM APIC CONSULTING 526493 DUE FROM CBIC 182967 RIGHT OF USE ASSET 1669114 3169930 OPERATING LEASE LIABILITY 2592366 DEFERRED COMPENSATION 238549 2830915 X PART X, LINE 2: APIC IS EXEMPT FROM FEDERAL INCOME TAX UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). CBIC IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(C)(6). BOTH ENTITIES ARE SUBJECT TO TAX ON NET INCOME UNRELATED TO THEIR RESPECTIVE EXEMPT PURPOSES, UNLESS OTHERWISE EXCLUDED BY THE IRC. APIC HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. X X X X X X 0 0 0 0 0 0 0 1 0 DEVIN JOPP CEO 509304 0 56838 0 708 0 14155 0 32910 0 613915 0 0 0 LESLIE MILANO CEO, APIC CONSULTING 216985 0 132735 0 705 0 11166 0 14100 0 375691 0 0 0 REBECCA BARTLES EXECUTIVE DIRECTOR, CIPCRPI 246993 0 0 0 455 0 12787 0 16356 0 276591 0 0 0 SARAH MILLER VP, MEMBERSHIP 226479 0 7500 0 445 0 13863 0 1034 0 249321 0 0 0 ELIZABETH GARMAN VP, COMMUNICATIONS & MARKETING 210675 0 0 0 1904 0 13040 0 9325 0 234944 0 0 0 LISA TOMLINSON VP, GOVERNMENT AFFAIRS 197800 0 0 0 1473 0 13739 0 13621 0 226633 0 0 0 ALEXANDR GUMBAR CTO 177773 0 5000 0 312 0 11628 0 22405 0 217118 0 0 0 BOBBY HALL SVP, ADMINISTRATION 192184 0 0 0 748 0 12712 0 9820 0 215464 0 0 0 BARBARA LONG CHIEF OF STAFF 178697 0 0 0 1599 0 11506 0 7812 0 199614 0 0 0 LETTY KLUTTZ SVP, MEMBERSHIP & PROGRAMS 163016 0 0 0 557 0 11669 0 8031 0 183273 0 0 0 PART I, LINE 7 BONUSES ARE BASED OFF A MATRIX TO DETERMINE THE PAYOUT. MISCELLANEOUS BONUSES ARE DETERMINED ON A CASE-BY-CASE BASIS AND ARE AWARDED BASED ON OVERALL PERFORMANCE AND BUDGETARY CONSTRAINTS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IS A PRIVILEGE AND IS ACHIEVED BY COMPLIANCE WITH THE BYLAWS. 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 OF DIRECTORS, BUT MAY NOT VOTE OR HOLD ELECTED OFFICE. 5) LIFETIME MEMBERSHIP LIFETIME MEMBERS SHALL BE INDIVIDUALS ELECTED TO THIS CATEGORY BY THE BOARD INFECTION CONTROL & EPIDEMIOLOGY INC. 23-7256856 ASSOCIATION FOR PROFESSIONALS IN OF DIRECTORS IN RECOGNITION OF THEIR CONTRIBUTION TO THE FIELD OF INFECTION CONTROL AND/OR 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 BACHELOR'S DEGREE. SUCH MEMBERS MAY NOT VOTE OR HOLD OFFICE; HOWEVER, MAY SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE AND LIFETIME MEMBERS HAVE VOTING POWER FOR ELECTIONS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE GOVERNING DOCUMENTS ARE APPROVED BY A VOTE OF THE MEMBERSHIP VOTING. FORM 990, PART VI, SECTION B, LINE 11B ALL SUPPORTING SCHEDULES AND INFORMATION IS PROVIDED AND COMPILED DURING INFECTION CONTROL & EPIDEMIOLOGY INC. 23-7256856 ASSOCIATION FOR PROFESSIONALS IN THE ANNUAL AUDIT. THE 990 IS COMPLETED BY APIC'S TAX FIRM AND IS REVIEWED IN DETAIL BY THE ORGANIZATION'S MANAGEMENT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS, THE CEO, CFO AND EVP 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 MEMBERS ARE REQUIRED TO DECLARE ANY NEW CONFLICTS OF INTEREST. THE CEO REVIEWS DECLARATIONS AND THEY ARE POSTED ON THE BOARD OF DIRECTOR PORTAL FOR ACCESS BY ALL BOARD MEMBERS. THE CONFLICTS ARE MANAGED BY THE BOARD OF DIRECTORS AND RESTRICTIONS ARE IMPOSED CONTINGENT ON THE EXTENT OF THE CONFLICT. THE PERSON WITH A CONFLICT, IF EGREGIOUS, WILL RECUSE THEMSELVES FROM THE DISCUSSION AND THE VOTE, IF APPLICABLE. OTHER ACTIONS AS DETERMINED BY THE BOARD OF DIRECTORS COULD BE NON-PARTICIPATION IN THE DISCUSSION AND/OR ABSTAINING THE PERSON FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15A SALARY SURVEYS ARE USED TO COMPARE COMPENSATION AND BENEFITS OF THE CHIEF EXECUTIVE OFFICER AND TOP MANAGEMENT OFFICIALS. THE COMPENSATION COMMITTEE APPROVES THE CHIEF EXECUTIVE OFFICER'S SALARY AND THEN DOCUMENTS ITS DECISION IN CONTEMPORANEOUS MINUTES. FORM 990, PART VI, SECTION C, LINE 19 APIC MAKES ITS GOVERNING DOCUMENTS AVAILABLE ON ITS WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 2,553,289. MANAGEMENT AND GENERAL EXPENSES 356,620. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,909,909. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. CERTIFICATION BOARD OF INFECTION 555 WELLS STREET SUITE 110 MILWAUKEE WI 53202 042760899 CREDENTIALING MA 501 (C)(6) APIC 1 APIC CONSULTING SERVICES INC 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 22202 262299922 CONSULTING VA APIC C 1.00000 0 CERTIFICATION BOARD OF INFECTION CONTROL AND EPIDEMIOLOGYINC 1400 CRYSTAL DRIVE NO 900 ARLINGTON VA 22202 042760899 CREDENTIALING VA APIC C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 APIC CONSULTING SERVICES INC Q ACTUAL COST CERTIFICATION BOARD OF INFECTION CONTROL AND EPIDEMIOLOGY INC Q ACTUAL COST