2016-11-14T16:53:24-06:00 2015-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2015-01-01 341266824 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS FOUNDATION SOCI 2027419854 1100 17TH STREET NW NO 330 WASHINGTON DC 20036 JOAN R GOLDBERG INTERIM EXECUTIVE DIRECTOR 2027419854 2016-11-14 1 FRANK H SMITH P00639053 2028225000 2016-11-14 2015 2017-02-10 21:41:12Z JOAN R GOLDBERG 1100 17TH STREET NW NO 330 WASHINGTON DC 20036 7052779 0 X WWW.SCAI.ORG X 1978 OH THE FOUNDATION'S MISSION IS TO PROMOTE EXCELLENCE IN INTERVENTIONAL CARDIOVASCULAR MEDICINE. 17 17 26 236 103366 49717 2402960 1888906 3634242 3459950 109040 186798 138184 215126 6284426 5750780 9550 6000 0 0 1934312 1909635 0 1323 15613 3308738 3729151 5252600 5646109 1031826 104671 4550718 4075830 3115163 2944390 1435555 1131440 X THE SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS FOUNDATION (THE FOUNDATION) PROMOTES EXCELLENCE IN INVASIVE AND INTERVENTIONAL CARDIOVASCULAR MEDICINE THROUGH PHYSICIAN EDUCATION AND REPRESENTATION, AND THE ADVANCEMENT OF QUALITY STANDARDS TO ENHANCE PATIENT CARE.EMPHASIS IS PLACED ON REGISTRATION OF ALL PROCEDURES PERFORMED BY MEMBERS, DEVELOPMENT OF QUALITY STANDARDS FOR LABORATORIES, ESTABLISHMENT OF CRITERIA FOR CREDENTIALING PHYSICIANS AND DIRECTORS AND PRESENTATION OF GUIDELINES FOR TRAINING IN CARDIAC CARDIOVASCULAR ANGIOGRAPHY. FOCUS AREAS FOR THE FOUNDATION INCLUDE ESTABLISHING STANDARDS AND GUIDELINES FOR ALL ASPECTS OF CARDIAC CARDIOVASCULAR ANGIOGRAPHY, TRAINING, CREDENTIALING, SAFETY AND QUALITY ASSURANCE FOR CARDIAC PROCEDURES. 0 0 4302320 6000 2821920 THE FOUNDATION'S THREE LARGEST PROGRAM SERVICES BASED ON EXPENSES INCLUDED ITS ANNUAL SCIENTIFIC SESSIONS, INTERVENTIONAL CARDIOLOGY FELLOWS COURSE AND GUIDELINES & STANDARDS.THE ANNUAL SCIENTIFIC SESSIONS FEATURES SESSIONS THAT PROVIDE MAINTENANCE OF CERTIFICATION AS PART OF THE FOUNDATION'S ONGOING PARTNERSHIP WITH THE AMERICAN BOARD OF INTERNAL MEDICINE, MULTIPLE BREAKOUT SESSIONS ON THE LATEST UPDATES IN THE FIELD AND A NUMBER OF LATE BREAKING CLINICAL TRIALS.THE INTERVENTIONAL CARDIOLOGY FALL FELLOWS COURSE IS A COURSE FOR INTERVENTIONAL CARDIOLOGY FELLOWS. THE ANNUAL COURSE FEATURES DIDACTIC LECTURES BY THE LEADERS IN THE FIELD, HANDS ON SIMULATION TRAINING, AND IMPORTANT NETWORKING OPPORTUNITIES FOR FELLOWS WHO ATTEND THE COURSE.WIN IS AN EFFORT DEVOTED TO IMPROVING THE OVERALL APPROACH TO THE MEDICAL TREATMENT OF WOMEN WITH CARDIOVASCULAR DISEASE BY OFFERING AN INTEGRATED SPECTRUM OF EDUCATIONAL PROGRAMS IN THE FIELD. 4302320 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 64 0 1 26 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AL CA CO FL GA IL MA MD MI MN NJ NY NC OH PA WA WI X JOAN R GOLDBERG 2027419863 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 CHARLES E CHAMBERS MD PRESIDENT - UNTIL 05/2015 4.00 4.00 X X 6750 0 0 JAMES C BLANKENSHIP MD PRESIDENT 2.00 2.00 X X 0 0 0 THEODORE A BASS MD PAST PRESIDENT 1.00 1.00 X X 0 0 0 KENNETH ROSENFIELD MD VICE PRESIDENT 1.00 1.00 X X 500 0 0 KIRK N GARRATT MD VICE PRESIDENT 1.00 1.00 X X 0 0 0 PETER L DUFFY MD SECRETARY - UNTIL 05/2015 1.00 1.00 X X 0 0 0 EHTISHAM MAHMUD MD SECRETARY 1.00 1.00 X X 5000 0 0 DAVID A COX MD TREASURER 1.00 1.00 X X 500 0 0 J DAWN ABBOTT MD TRUSTEE 0.50 0.50 X 0 0 0 H VERNON ANDERSON MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 ROBERT J APPLEGATE MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 JANICE BAKER RN MSN TRUSTEE 0.50 0.50 X 0 0 0 EMMANOUIL BRILAKIS MD PHD TRUSTEE 0.50 0.50 X 0 0 0 RALPH G BRINDIS MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 OSVALDO S GIGLIOTTI MD TRUSTEE 0.50 0.50 X 0 0 0 CINDY L GRINES MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 LUIS A GUZMAN MD TRUSTEE 0.50 0.50 X 0 0 0 TAREK A HELMY MD TRUSTEE 0.50 0.50 X 0 0 0 KALON HO MD MSC TRUSTEE 0.50 0.50 X 0 0 0 MICHAEL R JAFF DO TRUSTEE 0.50 0.50 X 0 0 0 DENNIS W KIM MD TRUSTEE 0.50 0.50 X 0 0 0 DANIEL S LEVI MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 AYMAN KA MANDIZ MD TRUSTEE 0.50 0.50 X 0 0 0 OSCAR A MENDIZ MD TRUSTEE 0.50 0.50 X 0 0 0 SUNDEEP MISHRA MD TRUSTEE 0.50 0.50 X 0 0 0 THACH N NGUYEN MD TRUSTEE 0.50 0.50 X 0 0 0 SHAO-PING NIE MD PH D TRUSTEE 0.50 0.50 X 0 0 0 SUNIL V RAO MD TRUSTEE 0.50 0.50 X 3000 0 0 JOHN P REILLY MD TRUSTEE - UNTIL 05/2015 0.50 0.50 X 0 0 0 ROBERT N VINCENT MD TRUSTEE 0.50 0.50 X 0 0 0 GERALD S WERNER MD TRUSTEE 0.50 0.50 X 0 0 0 FRANK J HILDNER MD TRUSTEE FOR LIFE 0.50 0.50 X 0 0 0 WILLIAM C SHELDON MD TRUSTEE FOR LIFE, LAB SURVEY 0.50 0.50 X 0 0 0 LISA OLSON EXECUTIVE DIRECTOR 28.80 8.70 X 326538 0 25530 WAYNE A POWELL SENIOR DIRECTOR 28.80 8.70 X 214307 0 61442 BRADLEY ROBERT PINE VICE PRESIDENT, EDUCATION 28.80 8.70 X 140106 0 23927 DAWN R HOPKINS DIRECTOR, REIMB. AND REG. AFFAIRS 28.80 8.70 X 137659 0 44211 JOEL C HARDER DIR. CLINICAL DOC. AND INITIATIVES 28.80 8.70 X 129850 0 26408 ERIC GRAMMER SR DIR., MRKT. & GLOBAL INITIATIVES 28.80 8.70 X 118348 0 42062 1082558 0 223580 8 0 1 0 OVATION INC 1138 SECOND N NASHVILLE TN 37208 AUDIO VISUAL CONTRACTOR 473127 HILTON SAN DIEGO BAYFRONT ONE PARK BOULEVARD SAN DIEGO CA 92101 RECEPTION SERVICES 426282 WEBER SHANDWICK PO BOX 7247-6593 PHILADELPHIA PA 191706593 MEDIA & PR CONSULTING 225693 NEVADA PROPERTY 1 LLC PO BOX 912816 DENVER CO 80291 RECEPTION SERVICES 186862 ROCKPOINTE CORPORATION 8335 GUILFORD ROAD SUITE A COLUMBIA MD 21046 MEDICAL COMMUNICATIONS 136044 5 1888906 1888906 MEETING INCOME 900099 1652495 1048627 603868 SATELLITE SYMPOSIUM 900099 1017455 1017455 PUBLICATIONS 541800 620000 585838 34162 CORPORATE COMMUNITY 900099 170000 170000 3459950 73596 73596 59736 59736 1415201 1301999 113202 113202 113202 ADVERTISING 900099 75493 75493 JOB BOARD 900004 69204 69204 MAILING LIST RENTALS 900099 10693 10693 155390 5750780 2821920 103366 936588 X 6000 6000 367818 297404 70414 1137601 855376 278765 3460 117970 89103 28513 354 187674 141749 45362 563 98572 74451 23825 296 17679 13353 4273 53 35094 26507 8482 105 1323 1323 61753 46642 14926 185 1710102 1313250 393293 3559 23987 18117 5798 72 184318 139217 44548 553 139252 105177 33657 418 136350 102985 32956 409 668547 504953 161588 2006 556880 420611 134598 1671 126342 95426 30537 379 18951 14314 4580 57 UBI TAXES 33959 25649 8208 102 PROFESSIONAL ADV. 6040 4562 1460 18 BAD DEBT 5000 3776 1209 15 GIFTS AND PLAQUES 4897 3698 1184 15 5646109 4302320 1328176 15613 1235452 119417 223298 698819 237959 276750 58000 75000 55308 23130 1509774 1307850 306849 201924 2178625 2605578 232791 52776 22436 22436 4550718 4075830 652063 720373 84498 192839 2378602 2031178 3115163 2944390 X 576979 477204 858576 654236 1435555 1131440 4550718 4075830 X 104671 -228771 -180015 X 0 1 X 1 0 X 3570159 3321850 2559422 2402960 1888906 13743297 3570159 3321850 2559422 2402960 1888906 13743297 8488943 5254354 631304 649617 52010 73329 144025 1550285 84065 58437 50717 193219 5565 2177 56594 55694 75493 195523 15682324 13901923 0.33500 0.29210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 4,565. 2012 AMOUNT: $ 1,277. 2013 AMOUNT: $ 6,160. HONORARIA - 2011 AMOUNT: $ 1,000. 2014 AMOUNT: $ 3,990. EMBLEM PRODUCTS - 2012 AMOUNT: $ 900. ADVERTISING - 2013 AMOUNT: $ 50,434. 2014 AMOUNT: $ 51,704. 2015 AMOUNT: $ 75,493. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10243 640 9603 170498 145284 25214 1329033 1161926 167107 201924 DUE TO AFFILIATE 1977650 DEFERRED RENT 53528 2031178 X PART X, LINE 2: THE FOUNDATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2015, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. 1 FALL FELLOWS AWARD 40 6000 PART I, LINE 2: THE FOUNDATION DOES NOT MONITOR THE USE OF GRANT FUNDS IN THE UNITED STATES. X X X 0 0 0 0 0 0 0 1 0 LISA OLSON EXECUTIVE DIRECTOR 305834 0 15000 0 5704 0 5769 0 19761 0 352068 0 0 0 WAYNE A POWELL SENIOR DIRECTOR 205812 0 0 0 8495 0 27650 0 33792 0 275749 0 0 0 BRADLEY ROBERT PINE VICE PRESIDENT, EDUCATION 136061 0 0 0 4045 0 0 0 23927 0 164033 0 0 0 DAWN R HOPKINS DIRECTOR, REIMB. AND REG. AFFAIRS 128129 0 4000 0 5530 0 13366 0 30845 0 181870 0 0 0 JOEL C HARDER DIR. CLINICAL DOC. AND INITIATIVES 127456 0 0 0 2394 0 16231 0 10177 0 156258 0 0 0 ERIC GRAMMER SR DIR., MRKT. & GLOBAL INITIATIVES 109370 0 5000 0 3978 0 14168 0 27894 0 160410 0 0 0 PART I, LINE 7 DURING THE YEAR ENDED DECEMBER 31, 2015, THE FOUNDATION'S STAFF WERE PAID DISCRETIONARY BONUSES WHICH WERE DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, BASED ON PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION A, LINE 6 THERE ARE TWO CLASSES OF MEMBERS THAT HAVE THE RIGHT TO ELECT ONE OR MORE MEMBER OF THE FOUNDATION'S GOVERNING BODY: FELLOW AND SENIOR FELLOW. THE FOUNDATION HAS OTHER MEMBERSHIP CLASSES, HOWEVER, THESE CLASSES DO NOT HAVE THE RIGHT TO ELECT MEMBERS OF THE FOUNDATION'S ORGANIZING BODY. THE NATURE OF THE RIGHTS FOR THE FOUNDATION'S FELLOW AND SENIOR FELLOW MEMBERS ARE AS FOLLOWS: FELLOW - SHALL BE ELIGIBLE TO VOTE, TO SERVE ON COMMITTEES, AND TO SERVE AS A TRUSTEE AND OFFICER. EACH FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. SENIOR FELLOW - SHALL BE ELIGIBLE TO VOTE AND TO SERVE ON COMMITTEES, BUT MAY NOT SERVE AS A TRUSTEE OR OFFICER. EACH SENIOR FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, SENIOR FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. FORM 990, PART VI, SECTION A, LINE 7A THERE ARE TWO CLASSES OF MEMBERS THAT HAVE THE RIGHT TO ELECT ONE OR MORE MEMBER OF THE FOUNDATION'S GOVERNING BODY: FELLOW AND SENIOR FELLOW. THE FOUNDATION HAS OTHER MEMBERSHIP CLASSES, HOWEVER, THESE CLASSES DO NOT HAVE THE RIGHT TO ELECT MEMBERS OF THE FOUNDATION'S ORGANIZING BODY. THE NATURE OF THE RIGHTS FOR THE FOUNDATION'S FELLOW AND SENIOR FELLOW MEMBERS ARE AS FOLLOWS: FELLOW - SHALL BE ELIGIBLE TO VOTE, TO SERVE ON COMMITTEES, AND TO SERVE AS A TRUSTEE AND OFFICER. EACH FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. SENIOR FELLOW - SHALL BE ELIGIBLE TO VOTE AND TO SERVE ON COMMITTEES, BUT MAY NOT SERVE AS A TRUSTEE OR OFFICER. EACH SENIOR FELLOW OF THE FOUNDATION SHALL BE ENTITLED TO ONE (1) VOTE. AT EACH ANNUAL MEETING, SENIOR FELLOWS SHALL ELECT A PRESIDENT, A PRESIDENT-ELECT, A VICE PRESIDENT, A SECRETARY AND A TREASURER, AND MAY ELECT SUCH OTHER OFFICERS AND ASSISTANT OFFICERS AS MAY BE DEEMED NECESSARY OR ADVISABLE. FORM 990, PART VI, SECTION B, LINE 11 THE FEDERAL FORM 990 IS PREPARED BY RAFFA, P.C., AND REVIEWED FOR ACCURACY BY THE FOUNDATION'S INTERIM EXECUTIVE DIRECTOR, HUMAN RESOURCES, AND OUR OUTSOURCED ACCOUNTANTS FROM CHAZIN & CO., LLC. A COPY OF THE FINAL RETURN IS SENT TO THE BOARD'S EXECUTIVE COMMITTEE BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION IS RIGOROUS IN THE ENFORCEMENT OF POLICIES THAT RELATE TO POTENTIAL CONFLICTS OF INTEREST (COI). THE FOUNDATION MAKES ITS POLICIES ON THE REPORTING OF COI CONSISTENTLY CLEAR TO ALL PHYSICIAN VOLUNTEERS WHO SERVE AS FACULTY OR ENGAGE IN BUSINESS ON BEHALF OF THE FOUNDATION, REQUIRING EACH VOLUNTEER TO DISCLOSE THEIR FINANCIAL INTERESTS TO THEIR AUDIENCES PRIOR TO SPEAKING OR PARTICIPATING IN THE FOUNDATION'S RELATED FUNCTIONS. IN ADDITION, THE FOUNDATION MAINTAINS CLEAR CONSISTENT POLICIES ON STAFF AND VOLUNTEER EXPENSE REIMBURSEMENT AND PROVISION OF HONORARIA FOR SPEAKING ENGAGEMENTS, AND DISTRIBUTES THOSE POLICIES TO ALL VOLUNTEERS PRIOR TO THEIR ENGAGEMENT IN ANY FOUNDATION RELATED BUSINESS. LAST, THE FOUNDATION TAKES CAREFUL NOTE TO MAINTAIN STRICT COMPLIANCE WITH ALL APPLICABLE GUIDELINES AND REGULATIONS, ESPECIALLY AS THEY RELATE TO THE GAAP, ACCME, AMA AND OTHER REGULATORY BODIES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD'S EXECUTIVE COMMITTEE DETERMINES AND APPROVES THE COMPENSATION FOR OFFICERS AND KEY EMPLOYEES. COMPENSATION DECISIONS ARE DOCUMENTED BY E-MAILS FROM THE TREASURER. COMPENSATION ANALYSIS FROM TRINET, ASAE, AND ASSOCIATION EXECUTIVE ARE USED TO ENSURE THAT THE COMPENSATION IS EQUITABLE. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS AND OTHER GOVERNING DOCUMENTS ARE ON THE FOUNDATION'S WEB SITE AT WWW.SCAI.ORG. THE FEDERAL FORM 990 MAY BE VIEWED IN HOUSE OR COPIES ARE PROVIDED ON REQUEST FOR A NOMINAL FEE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 230,247. MANAGEMENT AND GENERAL EXPENSES 73,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,928. HONORARIA: PROGRAM SERVICE EXPENSES 84,234. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,234. AUDIO/VISUAL SERVICES: PROGRAM SERVICE EXPENSES 492,241. MANAGEMENT AND GENERAL EXPENSES 157,520. FUNDRAISING EXPENSES 1,955. TOTAL EXPENSES 651,716. MEETINGS AND PULIC RELATIONS: PROGRAM SERVICE EXPENSES 403,774. MANAGEMENT AND GENERAL EXPENSES 129,210. FUNDRAISING EXPENSES 1,604. TOTAL EXPENSES 534,588. ADDITIONAL CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 102,754. MANAGEMENT AND GENERAL EXPENSES 32,882. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 135,636. FORM 990, PART XI, LINE 9: EQUITY LOSS IN ACE, INC. -180,015. ACCREDITATION FOR CARDIOVASCULAR EXCELLENCE INC 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 261235458 ACCREDITATION DC 501(C)(3) LINE 7 SCAIF 1 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 450699908 MEMBERSHIP DC 501(C)(6) SCAIF 1 SCAI PAC 1100 17TH STREET NW SUITE 330 WASHINGTON DC 20036 452629568 POLITICAL ACTION DC 527 SCAI 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 SOCIETY FOR CARDIOVASCULAR ANGIOGRAPHY AND INTERVENTIONS O 548123 FMV