PHYSICIAN HOSPITALS OF AMERICA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PHYSICIAN HOSPITALS OF AMERICA (EIN 77-0556575)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-15
- IRS object ID
- 201223209349302107
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T09:31:02-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611436956 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PRESIDENTIAL BLVD SUITE 330 | AddressLine1 |
| City | BALA CYNWYD | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770556575 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHYSICIAN HOSPITALS OF AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHYS | NameControl |
| Phone | 2023671113 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW NO 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN RICHARDSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2023671113 | Phone |
| Date Signed | 2012-11-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS VERZELLA CPA | Name |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | Phone |
| Date Prepared | 2012-11-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN RICHARDSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW NO 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1614278 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.PHYSICANHOSPITALS.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OFFERS SUPPORT,ADVOCARY AND EDUCATIONAL SERVICES TO PHYSICIAN OWNED HOSPITAL INDUSTRY, REFLECTING AT ALL TIMES THE BEST INTERSTS OF THE PATIENTS,PHYSICIANS AND OTHER PROVIDERS WHO PLAY AN ESSENTIAL ROLE IN THE PROVISION OF HEALTHCARE SERVICES MOST SIGNIFICANT ACTIVITIES ARE ANNUAL MEETING,DC FLYINS LOBBYING/GOVERNMENT RELATIONS,BENCHMARKING AND PUBLICATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1256437 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 444798 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 1606380 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3032 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1962 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5936 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1704267 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1614278 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 403690 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 116561 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1227028 | OtherExpensePriorYear |
| Other Expenses Current Year | 1230009 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1630718 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1346570 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 73549 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 267708 | RevenuesLessExpensesCY |
| Total Assets BOY | 467661 | TotalAssetsBOY |
| Total Assets EOY | 808660 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 217900 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 467661 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 590760 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | OFFER SUPPORT,ADVOCACY AND EDUCATIONAL SERVICES TO THE PHYSICIAN OWNED HOSPITAL INDUSTRY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | LOBBYING-A PRIMARY GOAL AND ACCOMPLISHMENT FOR PHA IS ADVOCACY,PHA CONTRACTS AND PROVIDES EXPERTISE IN THE AREAS OF MONITORING,LOBBYING,ADVOCATING AND REPRESENTING PHYSICIAN HOSPITAL'S INTERSTS IN ALL FEDERAL LEGISALTIVE OR REGULATORY AFFAIRS OR MATTERS THAT COULD IMPACT PHYSICIAN HOSPITALS AND PHA MEMBERS. GENERAL GOVERNMENT RELATIONS SUPPORT IS PROVIDED WITHIN THE FEDERAL LEGISLATIVE AND REGULATORY SYSTEMS. PHA ASSIST WITH COMMUNICATION PROVIDES POLITICAL UPDATES AND GENERALLY KEEPS PHYSICIAN HOSPITAL MEMBERS INFORMED ON THE STATUS OF LEGISLATIVE AND REGULATORY AFFAIRS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL MEETING IS HELD FOR THE PURPOSE OF PROVIDING EDUCATION AND PRACTICAL INFORMATION TO MEMBERS AND NONMEMBERS WHO ARE INTERESTED IN THE PHYSICIAN HOSPITAL INDUSTRY. THIS EVENT ALLOWS SPEAKERS AND EXIBITORS TO PROMOTE THEIR PRODUCTS AND SERVICES AT WORKSHOPS AND EXHIBITS ON THE LATEST ISSUES AND DEVELOPMENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DC FLY-IN MEETING IS HELD FOR THE PURPOSE OF PROVIDING AN OPPORTUNITY TO COMMUNICATE IDEAS AND OPINIONS TO GOVERNMENT OFFICIALS. PHA PROVIDES SPEAKERS AND EDUCATIONAL MATERIALS AND ESTABLISHES AND CULTIVATES RELATIONSHIPS WITH LEGISLATORS ABOUT PHYSICIANS HOSPITALS.BENCHMARKING PROGRAM - THE PHA BENCHMARKING PROGRAM IS CONDUCTED IN CONJUNCTION WITH CTQ SOLUTIONS TO PROVIDE QUARTERLY BENCHMARKING TAILORED FOR THE PHYSICIAN-OWNED HOSPITAL CENSUS. | Description |
Activity Other ActivityOther (2 entries)
| DescriptionDescription |
|---|
| PHA PULSE- PHA PROVIDES INFORMATION TO ITS MEMBERS THROUGH A MAGAZINE THAT IT ORGANIZES,PLANS AND PRINTS. |
| WEBSITE- PHA PROVIDES MEMBERS AND NONMEMBERS WITH NEWS, PRESS RELEASES AND ARTICLES RELATED TO PHYSICIAN HOSPITALS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 1 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITHBUCKLIN INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2023671100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2025 M STREET NW SUITE 800 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DOUGLAS V JOHNSON | ||||||
| BOARD OF DIRECTORS MEMBER( P) | 2.00 | X | 0 | 0 | 0 | |
| DAVID C AYERS | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| THOMAS V BERTUCCINI MD | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOHN W DIETZ MD | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JAMES GRANT | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| JOHN R HARVEY MD | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL LIPOMI | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| THOMAS MALLON | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| HOOMAN SEDIGHI | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MILLA PERRY JONES | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| SAM CHACON MD | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KAREN A FIDUCIA | ||||||
| BOARD OF DIRECTORS MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MICHAEL E RUSSELL II MD | ||||||
| PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| PAUL KERENS | ||||||
| PRESIDENT (N) | 2.00 | 0 | 0 | 0 | X | |
| R BLAKE CURD | ||||||
| SEC./TREASURER | 2.00 | 0 | 0 | 0 | X | |
| KERI TALCOTT | ||||||
| EXECUTIVE DIRECTOR (P) | 40.00 | 60711 | 0 | 0 | X | |
| MOLLY SANDVIG | ||||||
| EXECUTIVE DIRECTOR (P) | 40.00 | 15000 | 0 | 0 | X | |
| KIM GEVIK | ||||||
| ADMIN COORDINATOR (P) | 40.00 | 33957 | 0 | 0 | X | |
| BRETT GOSNEY | ||||||
| IMMEDIATE PAST PRESIDENT | 2.00 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 109668 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SMITHBUCKLIN CORPORATION | |||||
| 2025 M STREET | WASHINGTON | DC | 20036 | MANAGEMENT SERVICE | 374902 |
| BGR GOVERNMENT AFFAIRS LLC | |||||
| 601 THIRTHTEEN STREET NW | WASHINGTON | DC | 20005 | LOBBYING | 175000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEMBER DUES | 900099 | 1285135 | 1285135 |
| ANNUAL CONFERENCE | 900099 | 267025 | 267025 |
| PUBLICATIONS | 900099 | 46220 | 46220 |
| LEGAL FEES ASSESSMENT | 900099 | 8000 | 8000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 1606380 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1962 | TotalRevenueColumn |
| Exclusion | $1,962 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5936 | TotalRevenueColumn |
| Exclusion | $5,936 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5936 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1614278 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1606380 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $7,898 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109668 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6893 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135697 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18750 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 280000 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12164 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68384 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35315 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6518 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4047 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12561 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 262298 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| OTHER EXPENSES | 96984 |
| TRANSITION & HQ MOVING | 79726 |
| PUBLICATIONS EXPENSE | 64744 |
| RESEARCH PROJECTS | 59091 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92861 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1346570 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467661 | BOY |
| EOY | 785026 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13781 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 9853 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467661 | BOY |
| EOY | 808660 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 204776 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 13124 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 217900 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467661 | BOY |
| EOY | 590760 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467661 | BOY |
| EOY | 590760 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 467661 | BOY |
| EOY | 808660 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 267708 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -144609 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
| Dues Assessments | 1285135 | DuesAssessments |
| Non Ded Lobby Political Current | 280000 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Total | 280000 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 681122 | AggrAmtReportedInDuesNotices |
| Taxable | -$401,122 | TaxableAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 1614278 | TotalRevenue |
| Total Expenses | 1346570 | TotalExpenses |
| Excess Or Deficit For Year | 267708 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -165842 | PriorPeriodAdjustments |
| Other | $21,233 | OtherAmount |
| Total Adjustments | -144609 | TotalAdjustments |
| Excess Or Deficit Per FS | 123099 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1702167 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 87889 | OtherRevenues |
| Revenue Not Rptd F990 | 87889 | RevenueNotRptdF990 |
| Revenue Subtotal | 1614278 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1614278 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1434058 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 87488 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 87488 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1346570 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1346570 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | MANAGEMENT EVALUATED THE ASSOCIATION'S TAX POSITIONS AND CONCLUDED THAT THE ASSOCIATION HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. AT THE PRESENT TIME, THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008 |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | RESTRICTED NET ASSETS RELATED TO PAC 21,233. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | POLITICAL ACTION COMMITTEE CONTRIBUTIONS | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | POLITICAL ACTION COMMITTEE |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | SMITHBUCKLIN CORPORATION MAINTAINS THE BOOKS AND RECORDS AS WELL AS PERFORMING MANAGEMENT AND DAILY ADMINSTRATIVE FUNCTIONS FOR THE ASSOCIATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION HAS MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL DIRECTORS SHALL BE ELECTED BY A MAJORITY VOTE OF THE VOTING MEMBERS. WHEN AN INDIVIDUAL IS ELECTED AS PRESIDENT ELECT, HE OR SHE IS AUTOMATICALLY A VOTING MEMBER OF THE BOARD OF DIRECTORS FOR THE TIME OF HIS OR HER TERM AS PRESIDENT ELECT, PRESIDENT, AND IMMEDIATE PAST PRESIDENT. THE OTHER DIRECTORS SHALL SERVE FOR A TERM OF THREE (3) YEARS. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ANY ACTION REQUIRED OR PERMITTED TO BE TAKEN BY THE BOARD OF DIRECTORS MAY BE TAKEN WITHOUT A MEETING IF ALL DIRECTORS SHALL INDIVIDUALLY OR COLLECTIVELY CONSENT IN WRITING TO SUCH ACTION. SUCH WRITTEN CONSENT OR CONSENTS SHALL BE FILED WITH THE MINUTES OF THE PROCEEDINGS OF THE BOARD. SUCH ACTION BY WRITTEN CONSENT SHALL HAVE THE SAME FORCE AND EFFECT AS A UNANIMOUS VOTE OF THE DIRECTORS. FOR THE PURPOSES OF THIS SECTION ONLY "ALL MEMBERS OF THE BOARD" SHALL NOT INCLUDE ANY "INTERESTED DIRECTOR" AS DEFINED IN SECTION 7233 OF THE SOUTH DAKOTA NONPROFIT MUTUAL BENEFIT CORPORATION LAW | |
| FORM 990, PART VI, SECTION B, LINE 11 | NO COPIES OF FORM 990 ARE PROVIDED TO GOVERNING BODY FOR REVIEW. A COPY IS PROVIDED TO THE EXECUTIVE DIRECTOR. | |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ANNUAL REVEIW AND PERFORMANCE PROCESS IS CONDUCTED BY THE BOARD OF DIRECTORS. THE PRESIDENT AND PRESIDENT ELECT REPORT TO THE PHA BOARD OF DIRECTORS AND A PRIVATE BOARD MEETING IS HELD TO REVIEW ACCOMPLISHMENT OF PRIOR GOALS AND OBJECTIVES,AS WELL AS SETTING FUTURE GOALS AND OBJECTIVES. THE PRESIDENT AND PRESIDENT ELECT PROVIDE TO THE EXECUTIVE DIRECTOR THE ANNUAL GOALS AND OBJECTIVES. COMPENSATION IS SET FOR THE FOLLOWING YEAR. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | |
| FORM 990, PART VII | MICHAEL E RUSSELL II MD - 1814 ROSELAND, TYLER, TX 75701. PAUL KERENS - 3651 COLLEGE BLVD, LEAWOOD, KS 66211. R BLAKE CURD - 810 EAST 23RD STREET, SIOX FALLS, SD 57105. DOUGLAS V JOHNSON - 1421 OAKDALE ROAD, MODESTO, CA 95355. DAVID C AYERS - 11221 ROE AVE., SUITE 320, LEAWOOD, KS 66211. THOMAS V BERTUCCINI MD - 1101 KALISTE SALOOM ROAD, LFAYETTE, LA 70508. JOHN W DIETZ MD - 8400 NORTHWEST BLVD., INDIANAPOLIS, IN 46278. JAMES GRANT - 250 S. WACKER, SUITE 500, CHICAGO, IL 60606. JOHN R HARVEY MD - 4050 WEST MEMORIAL ROAD, OKLAHOMA CITY, OK 73120. MICHAEL LIPOMI - 600 SOUTH CLIFF AVENUE, SUITE 106, SIOX FALLS, SD 57104. THOMAS MALLON - 4 WEST BROOK CORPORATE CENTER, SUITE 440, WESTCHESTER, IL 60154. HOOMAN SEDIGHI - 1340 EMPIRE CENTRAL, DALLAS, TX 75247. MILLA PERRY JONES - 15305 DALLAS PARKWAY #1600, ADDISON, TX 75001. SAM CHACON, MD - 801 WESTGATE INTERSTATE 20, ARLINGTON, TX 76017. KAREN A FIDUCIA - 1400 MEDICAL PARKWAY, CARSON CITY, NV 89703. BRETT GOSNEY - 575 RIVERGATE LANE, DURANGO, CO 81301. | CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| FORM 990, PART XI, LINE 5: | PRIOR PERIOD ADJUSTMENTS: -165,842. RESTRICTED NET ASSETS RELATED TO PAC 21,233. TOTAL TO FORM 990, PART XI, LINE 5: -144,609. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE EXECUTIVE DIRECTOR AND BOARD ARE RESPONSIBLE FOR THE OVERSIGHT FINANCIAL STATEMENT AUDIT AND SELECTION OF THE OF INDEPENDENT ACCOUNTANT. |