2025-10-20T12:17:48-05:00 2024-12-31 946214841 ARMANINO ADVISORY LLC 50 W SAN FERNANDO ST STE 500 SAN JOSE CA 95113 990 2024-01-01 743100945 VIVA PHYSICIANS INC VIVA 4085133241 400 S FARRELL DRIVE B120 PALM SPRINGS CA 92262 REBECCA HALL EXECUTIVE DIRECTOR 4085133240 2025-10-17 1 1 MATTHEW PETROSKI P00853132 4082006400 2025-10-17 2024 2025-03-06 01:10:19Z THE VIVA FOUNDATION REBECCA HALL 400 S FARRELL DRIVE B120 PALM SPRINGS CA 92262 6414976 0 X HTTPS://VIVA-FOUNDATION.ORG X 2003 MA TO SYNERGIZE THE COLLECTIVE TALENTS OF THESE RECOGNIZED EXPERTS TO PROMOTE (CONTINUED ON SCH O) AWARENESS AND INNOVATIVE THERAPEUTIC OPTIONS FOR VASCULAR DISEASE 12 0 6 0 0 0 2791000 2420000 2572231 3152137 585935 756970 905 899 5950071 6330006 34500 522530 0 0 1533020 1655983 0 0 23639 3259831 3161423 4827351 5339936 1122720 990070 24393940 26199265 826456 970940 23567484 25228325 X TO SYNERGIZE THE COLLECTIVE TALENTS OF THESE RECOGNIZED EXPERTS TO PROMOTE AWARENESS AND INNOVATIVE THERAPEUTIC OPTIONS FOR VASCULAR DISEASE 0 0 4978474 522530 3152137 EDUCATIONTHE ORGANIZATION SPONSORS VASCULAR INTERVENTIONAL ADVANCES ("VIVA"), THE GLOBAL EDUCATION COURSE FOR VASCULAR MEDICINE AND INTERVENTION. VIVA IS CONDUCTED ANNUALLY IN LAS VEGAS, NEVADA AND ON A SMALLER SCALE WITH OTHER NONPROFIT ORGANIZATIONS IN A COLLABORATIVE ROLE BOTH DOMESTICALLY AND WORLDWIDE. IN 2024, THE ANNUAL CONFERENCE WAS HOSTED LIVE AND VIRTUALLY, AND SEVERAL EDUCATIONAL WEBINARS WERE HELD THROUGHOUT THE YEAR.VIVA IS SPONSORED BY VPI AND CONTRACTS WITH AN ACCREDITED CONTINUING MEDICAL EDUCATION ("CME") PROVIDER (CONTINUED ON SCHEDULE O) TO APPROVE CREDITS FOR PHYSICIAN ATTENDEES NURSES, TECHS, AND OTHER HEALTHCARE PROFESSIONALS. VIVA FURTHERS VPI'S EXEMPT PURPOSE AS BOTH AN ACCREDITED CONTINUING MEDICAL EDUCATION PROGRAM AND A FORUM FOR PROMOTING THE LATEST RESEARCH FINDINGS AND TECHNOLOGY IN THE FIELD OF VASCULAR MEDICINE AND INTERVENTION.IN 2015, VIVA ADDED A TWO-DAY PROGRAM, THE VEINS (VENOUS ENDOVASCULAR INTERVENTIONAL STRATEGIES), FOCUSED EXCLUSIVELY ON TREATING PATIENTS WITH VENOUS DISEASE. THIS COURSE IS HELD ANNUALLY THE TWO DAYS PRECEDING THE VIVA CONFERENCE.VPI HAS SUPPORTED A MULTIDISCIPLINARY FELLOWSHIP FOR SEVERAL YEARS. IN THE PAST SIX YEARS, ADDITIONAL OPPORTUNITIES FOR TRAINING FELLOWS HAVE BEEN INCORPORATED INTO THE ANNUAL VIVA CONFERENCE. BEGINNING IN 2018, VIVA PARTNERED WITH THE AMERICAN HEART ASSOCIATION TO PROVIDE RESEARCH GRANTS FOR FELLOWS AND PLANS TO CONTINUE THIS COLLABORATION THROUGH 2027, AS WELL AS A GRANT FOR A COLLABORATIVE SCIENCES AWARD FOR PATIENT-ORIENTED AND CLINICAL RESEARCH IN VASCULAR SCIENCE.VIVA IS FUNDED PRIMARILY THROUGH UNRESTRICTED EDUCATIONAL GRANTS FROM COMMERCIAL SUPPORTERS IN ACCORDANCE WITH STANDARDS OF THE AMERICAN COUNCIL FOR CONTINUING MEDICAL EDUCATION ("ACCME"). VIVA ALSO GENERATES FUNDS THROUGH REGISTRATION AND TUITION PAYMENTS FROM THE CONFERENCE ATTENDEES.VPI STRIVES TO BE THE PREMIER EDUCATOR IN THE FIELD OF VASCULAR MEDICINE AND INTERVENTION AND TO ASSOCIATE THE NAME "VIVA" WITH CUTTING EDGE AND STATE-OF-THE-ART PROGRAMS THAT SERVE THE PUBLIC GOOD BY PROMOTING ADVANCES IN TREATMENT OF PERIPHERAL VASCULAR DISEASE.IN 2012, VPI EXPANDED ITS INTERNATIONAL EDUCATIONAL OPPORTUNITIES BY COLLABORATING WITH INTERNATIONAL ORGANIZATIONS TO PROVIDE STATE OF THE ART LEARNING MODALITIES AND CUTTING-EDGE PROGRAMS IN COUNTRIES SUCH AS BRAZIL, GERMANY, GREAT BRITAIN, ISRAEL AND CHINA.IN 2014, VPI LAUNCHED A VIRTUAL VIVA APPLICATION THAT MADE IT POSSIBLE FOR INTERNATIONAL AND MILITARY PHYSICIANS TO PARTICIPATE IN THE ANNUAL VIVA CONFERENCE REMOTELY. VIVA OFFERS COMPLIMENTARY ACCESS AND/OR DEEP DISCOUNTS TO EDUCATIONAL CONTENT THROUGH THE VIRTUAL VIVA APP TO INTERNATIONAL PHYSICIANS AS WELL AS ALL ACTIVE MILITARY PHYSICIANS.RESEARCHVPI SPONSORS RESEARCH AND PIONEERING THERAPY IN THE FIELD OF VASCULAR MEDICINE. VPI RECEIVES GRANTS FROM INDUSTRY AS WELL AS CONTRIBUTIONS FROM PRIVATE INDIVIDUALS IN SUPPORT OF PVD (PERIPHERAL VASCULAR DISEASE) RESEARCH.VPI HAS MANAGED SEVERAL FOOD AND DRUG ADMINISTRATION ("FDA") APPROVED STUDIES RELATED TO PVD TREATMENT. THESE TRIALS FOLLOW GOOD CLINICAL PRACTICE ("GCP") PROTOCOLS AND REQUIRE STRICT INSTITUTIONAL REVIEW BOARD ("IRB") APPROVAL AT EACH SITE. VPI HAS ALSO PROVIDED SUPPORT FOR NIH APPROVED CLINICAL TRIALS IN THE VASCULAR AND VEINS SPACE.ADVOCACYAS PART OF VPI'S STRATEGIC PLAN, PATIENT CARE ADVOCACY PROGRAMS, FOCUSED ON ADVANCING THE FIELD OF VASCULAR DISEASE CARE, ARE PLANNED TO INCLUDE THOUGHT LEADERS AND GOVERNMENT AGENCIES, INCLUDING THE FDA AND CENTERS FOR MEDICARE & MEDICAID SERVICES ("CMS"). THE FIRST PROGRAM WAS HELD APRIL 2016 AND FOCUSED ON THE GLOBAL MANAGEMENT OF CRITICAL LIMB ISCHEMIA, ONE OF THE MOST CHALLENGING PATIENT DISORDERS. THE SECOND "VASCULAR DISEASE FORUM" OCCURRED IN MAY 2018, FOCUSING ON TREATMENT AND MANAGEMENT OF CAROTID ARTERY DISEASE AND THE MOST RECENT FORUM IN FEBRUARY 2019 FOCUSED ON THE RECENT META-ANALYSIS ON THE SAFETY OF PACLITAXEL. VPI HAS TAKEN THE LEAD IN ANALYZING PATIENT LEVEL DATA TO HELP ANSWER THE QUESTION OF PATIENT SAFETY. THESE FINDINGS WERE RECENTLY PUBLISHED IN A PEER-REVIEWED JOURNAL, CIRCULATION. IN 2022, VPI SPONSORED ANOTHER FORUM WITH THE TOPIC ADDRESSING PRESSING ISSUES RELATED TO VENOUS STENTING AND THROMBECTOMY, WHICH RESULTED IN A PUBLISHED PAPER. IN 2023, VPI SPONSORED A FOLLOW-UP NIVL ROUNDTABLE RESULTING IN A PUBLISHED PAPER. VPI HOSTED ANOTHER VASCULAR LEADERS FORUM IN 2024 FOCUSING ON AORTIC DISEASE. VPI IS PLANNING TWO WHITE PAPERS OUT OF THIS MEETING: 1) ENDOLEAKS DETAILING THEHISTORY, EVIDENCE AND CALL TO ACTION TO RENAME ENDOLEAKS AND A SUGGESTED TERMINOLOGY AND 2) FOCUS ON MOVING THE COMPLEX AORTIC TREATMENT SPACE FORWARD. 4978474 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 108 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA CA X VIVA PHYSICIANS INC 4085133241 400 S FARRELL DRIVE B120 PALM SPRINGS CA 92262 MAUREEN KOHI MD BOARD PROGRAM CHAIR 3.00 X X 8750 0 0 SAHER SABRI MD BOARD PROGRAM CHAIR 3.00 X X 51125 0 0 RAGHU KOLLURI MD BOARD PRESIDENT 3.00 X X 69250 0 0 VENITA CHANDRA MD BOARD SECRETARY/TREASURER 3.00 X X 26125 0 0 EHRIN ARMSTRONG MD BOARD TRUSTEE 3.00 X 24875 0 0 JOSHUA A BECKMAN MD BOARD TRUSTEE 3.00 X 25000 0 0 KATHLEEN GIBSON BOARD TRUSTEE 3.00 X 7250 0 0 SEAN P LYDEN MD BOARD TRUSTEE 3.00 X 25000 0 0 CHRISTOPHER METZGER MD BOARD TRUSTEE 3.00 X 25000 0 0 PARAG PATEL MD BOARD TRUSTEE 3.00 X 25000 0 0 ERIC SECEMSKY MD BOARD TRUSTEE 3.00 X 25000 0 0 NITEN SINGH MD BOARD TRUSTEE 3.00 X 25000 0 0 REBECCA HALL EXECUTIVE DIRECTOR 40.00 X 407452 0 30468 CHRISTOPHER EBBE DIRECTOR OF PROGRAMS 40.00 X 276633 0 30908 THERESA KINANE DIRECTOR OF FINANCE & LOGISTICS 40.00 X 210400 0 17653 BRITA THORNE FACULTY MANAGER 40.00 X 106040 0 11986 1337900 0 91015 4 0 1 0 ADVANCE CONCEPTS INC 8453N TYCO ROAD VIENNA VA 22182 EVENT PRODUCTION 915744 WYNN LAS VEGAS LLC 3131 S LAS VEGAS BOULEVARD LAS VEGAS NV 89109 HOTEL SERVICES 770136 TENDER SOFTWARE 340 S LEMON AVENUE 6652N WALNUT CA 91789 SOFTWARE DEVELOPMENT RESOURCES 145506 TONY JAKOVCEVIC 620 CLARA VISTA AVENUE SANTA CLARA CA 95050 IT CONSULTING 115214 4 2420000 2420000 TUITION AND FEES - VIV 611430 1436612 1436612 EXHIBIT INCOME - VIVA 541700 929725 929725 OTHER INCOME - VIVA CO 541700 785800 785800 3152137 751281 751281 899 899 90659 84970 5689 5689 5689 6330006 3152137 0 757869 522530 522530 775294 654972 104565 15757 743868 695981 42346 5541 20423 20423 53599 50937 2293 369 62799 56449 4800 1550 995 995 59761 59761 84495 84495 332634 331534 1100 15454 15454 236075 230881 5111 83 25659 25458 201 458709 426352 32357 1818371 1818371 3534 3517 17 12055 11934 121 FACULTIES' HONORARIA AN 82211 82211 EDITORIAL 31470 31470 5339936 4978474 337823 23639 1234 2552 11372647 10626089 42 790 22233 20147 100446 17021 1958 83425 12830657 15363132 165169 103130 24393940 26199265 519272 626775 250000 309375 4590 1800 52594 32990 826456 970940 X 23441063 25108210 126421 120115 23567484 25228325 24393940 26199265 990070 670771 0 X 0 1 X 1 0 X 2598650 2854000 2781600 2791000 2420000 13445250 2598650 2854000 2781600 2791000 2420000 13445250 9164301 4280949 254636 349234 379111 578886 752180 2314047 15759297 11258579 0.27160 0.36390 X 0.36390 0.06940 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 96873 13896 82977 3573 3125 448 83425 LEASE LIABILITY 32990 32990 X 6916282 670771 670771 6245511 84495 84495 6330006 5255441 0 5255441 84495 84495 5339936 PART X, LINE 2: VIVA PHYSICIANS, INC. IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES UNDER SECTION 23701(D) OF THE CALIFORNIA REVENUE TAXATION CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING STATEMENTS. IN ADDITION, THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1) OF THE INTERNAL REVENUE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE ORGANIZATION IN THEIR FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND STATES OF MASSACHUSETTS AND CALIFORNIA. THE ORGANIZATION'S FEDERAL RETURNS FOR THE TAX YEARS 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA RETURNS OF THE TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. THE ORGANIZATION'S MASSACHUSETTS RETURNS OF THE TAX YEARS 2021 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE COMMONWEALTH OF MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL. 1 AMERICAN HEART ASSOCIATION INC PO BOX 841750 DALLAS TX 75284 135613797 501(C)(3) 412500 0 CLINICAL RESEARCH SOCIETY OF INTERVENTIONAL RADIOLOGY FOUNDATION 3975 FAIR RIDGE DR SUITE 400 NORTH FAIRFAX VA 22033 541518252 501(C)(3) 100000 0 EMBOLIZE SUPPORT THE ROOST FOUNDATION 68718 PALM CANYON DRIVE 203 CATHEDRAL CITY CA 92234 311492063 501(C)(3) 9000 0 SUPPORTING LOCAL CHARITIES 3 0 PART I, LINE 2: THE AMOUNT GIVEN REPORTED ON PART II WAS A DONATION TO THREE 501(C)(3) ORGANIZATIONS. ALTHOUGH THE FUNDS WILL BE USED BY THE DONEE ORGANIZATIONS FOR RELATED EXEMPT PURPOSE OPERATIONS, VPI DOES NOT MONITOR THE USE OF DONATIONS TO OTHER ORGANIZATIONS. X 1 1 X X X 0 0 0 0 0 0 0 1 0 REBECCA HALL EXECUTIVE DIRECTOR 347452 0 60000 0 0 0 10350 0 20118 0 437920 0 0 0 CHRISTOPHER EBBE DIRECTOR OF PROGRAMS 221633 0 55000 0 0 0 8299 0 22609 0 307541 0 0 0 THERESA KINANE DIRECTOR OF FINANCE & LOGISTICS 206400 0 4000 0 0 0 6312 0 11341 0 228053 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR AS WELL AS OTHER OFFICERS AND KEY EMPLOYEES ARE ELIGIBLE FOR AN ANNUAL BONUS BASED ON PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO PROVIDE THAT TRUSTEES SERVE FOUR-YEAR TERMS AND MAY SERVE UP TO TWO CONSECUTIVE TERMS, AND OFFICERS SERVE TWO-YEAR TERMS. EXISTING BOARD MEMBERS ARE NOT SUBJECT TO THESE TERM LIMITS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT AND BOARD TREASURER REVIEW COPY OF FORM 990 WITH TAX PREPARER AND THEN A COPY OF THE 990 IS PROVIDED TO THE BOARD THROUGH A SECURE WEB-BASED PORTAL FOR BOARD REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS AVAILABLE ON THE PORTAL AND BOARD OF DIRECTORS ARE REQUIRED TO UPDATE ANNUALLY AND MORE FREQUENTLY AS CHANGES OCCUR. POLICIES ARE THEN REVIEWED BY THE EXEC. COMMITTEE AND CONFLICTS ARE NOTED AND MANAGED AS THEY RELATE TO BOARD BUSINESS. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE AND COMPARATIVE SALARY/BENEFIT DATA IS REVIEWED TO ENSURE FMV COMPENSATION. SULLIVAN, COTTER AND ASSOCIATES, INC. (SULLIVANCOTTER), A NATIONALLY-RECOGNIZED COMPENSATION AND BENEFITS CONSULTING FIRM CONDUCTED A COMPENSATION SURVEY TO EVALUATE THE REASONABLENESS OF THE COMPENSATION PAID TO VIVA'S BOARD OF DIRECTORS, INCLUDING THOSE WHO SERVE AS OFFICERS OF THE ORGANIZATION, FOR SERVICES RELATED TO LEADERSHIP, ADMINISTRATION AND EDUCATIONAL/PROFESSIONAL DUTIES AND RESPONSIBILITIES. ACCORDING TO THEIR REPORT, COMPENSATION TO VIVA'S BOARD MEMBERS IS WITHIN COMPETITIVE NORMS FOR ADMINISTRATIVE/LEADERSHIP DUTIES AND RESPONSIBILITIES AND THEREFORE CAN BE CONSIDERED REASONABLE IN RELATION TO THE MARKET DATA. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY IS DISCLOSED ANNUALLY AT THE VIVA MEETING IN A PUBLIC FORUM. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.