2026-05-14T14:06:50-05:00 2025-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2024-07-01 361520710 NATIONAL COMMUNITY PHARMACISTS ASSOCIATION NATI 7036838200 100 DAINGERFIELD ROAD ALEXANDRIA VA 223142885 B DOUGLAS HOEY CEO 7036838200 2026-05-14 1 0 ELIZABETH W HELLER P00397829 3019519090 2024 2025-03-06 01:10:19Z B DOUGLAS HOEY 100 DAINGERFIELD ROAD ALEXANDRIA VA 223142885 156793692 0 X WWW.NCPA.ORG X 1898 VA DEDICATED TO THE CONTINUING GROWTH AND PROSPERITY OF INDEPENDENT COMMUNITY PHARMACY IN THE UNITED STATES. 10 1 64 84 869943 389180 2104161 5145331 9770057 9812536 3869712 6424966 500926 644832 16244856 22027665 30409 517749460 0 0 9086980 9428446 0 0 0 7040175 7929603 16157564 535107509 87292 -513079844 142302527 55963332 8390175 6746703 133912352 49216629 NCPA PROTECTS AND PROMOTES THE INTERESTS OF INDEPENDENT PHARMACISTS WHOSE CURRENT AND FUTURE SUCCESS IS VITAL TO THEIR PATIENTS, THEIR COMMUNITIES, AND THE ENTIRE HEALTHCARE SYSTEM. 0 0 GOVERNMENT AFFAIRS: NCPA FIGHTS FOR THE INTERESTS OF INDEPENDENT COMMUNITY PHARMACISTS. ONE OF ITS MAIN ACTIVITIES IS EDUCATION. NCPA EDUCATES FEDERAL AND STATE POLICYMAKERS, HEALTH PLAN SPONSORS, HEALTH CARE PROVIDERS, THE NEWS MEDIA, THE PUBLIC, AND OTHER STAKEHOLDERS ABOUT THE IMPORTANT ROLE COMMUNITY PHARMACISTS PLAY IN AMERICA'S HEALTH CARE SYSTEM. NCPA ALSO ENGAGES ITS MEMBERS IN TRADITIONAL GRASSROOTS ACTIVITIES. WHEN NECESSARY, THE ASSOCIATION ADVANCES THE INTERESTS OF LOCAL PHARMACISTS THROUGH THE JUDICIAL SYSTEM AS WELL. NCPA MEMBERS ALSO BENEFIT FROM EXCLUSIVE, TIMELY UPDATES ON THE LATEST CONGRESSIONAL, STATE, AND REGULATORY CHANGES THAT AFFECT THEIR BUSINESSES. CONVENTION AND MEETINGS: NCPA ORGANIZES AN ANNUAL CONVENTION, WHICH IS THE PREEMINENT EDUCATIONAL, BUSINESS DEVELOPMENT, AND NETWORKING OPPORTUNITY FOR INDEPENDENT COMMUNITY PHARMACISTS. EVERY SPRING, NCPA ORGANIZES AND HOSTS ITS CONGRESSIONAL PHARMACY FLY-IN, DURING WHICH NCPA MEMBERS FROM AROUND THE COUNTRY FLY TO WASHINGTON, DC, TO MEET WITH THEIR FEDERAL REPRESENTATIVES ON KEY ISSUES. MULTIPLE LOCATIONS CONFERENCE DELIVERS INSIGHTS AND INFORMATION TO HELP OWNERS PROVIDE MORE EFFECTIVE AND EFFICIENT SERVICES ACROSS MULTI-LOCATIONS COMMUNICATIONS: PUBLISHES "AMERICA'S PHARMACIST" THE FLAGSHIP, MONTHLY PRINTED MAGAZINE FOR INDEPENDENT PHARMACISTS, AS WELL AS ELECTRONIC NEWSLETTERS, FAX COMMUNICATIONS, SOCIAL MEDIA COMMUNICATIONS, NCPA.ORG, AND OTHER MEMBER PUBLICATIONS AND RESOURCES. TO EDUCATE THE MEDIA, KEY STAKEHOLDERS, AND THE PUBLIC, NCPA CONDUCTS TRADITIONAL MEDIA OUTREACH, FEATURING PRESS RELEASES, EDITORIALS, AND LETTERS TO THE EDITOR, AS WELL AS DIGITAL AND VIDEO CONTENT FOR GRASSROOTS AND CONSUMER-FOCUSED OUTREACH. 0 1 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 53 0 1 64 1 1 1 0 0 0 1 1 0 0 0 X 10 1 0 0 1 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 0 0 X CASEY MCALLISTER 7036838200 100 DAINGERFIELD ROAD ALEXANDRIA VA 223142885 LEA M WOLSONCROFT PRESIDENT 2.00 X X 61250 0 0 JEFF S HARRELL PRESIDENT-ELECT 2.00 2.00 X X 48750 0 0 HUGH M CHANCY IMMEDIATE PAST PRESIDENT 2.00 6.00 X 21250 0 0 KRISTEN RIDDLE CHAIRMAN 2.00 2.00 X X 23750 0 0 CHRISTIAN TADRUS BOARD MEMBER 2.00 2.00 X 23750 0 0 JUSTIN WILSON BOARD MEMBER 2.00 X 23750 0 0 DARED PRICE BOARD MEMBER 2.00 X 23750 0 0 JOHNATHAN MARQUESS BOARD MEMBER 2.00 X 23750 0 0 STEVEN MOORE BOARD MEMBER 2.00 X 19375 0 0 HASHIM ZAIBAK BOARD MEMBER 2.00 X 2500 0 0 B DOUGLAS HOEY CEO 40.00 6.00 X 651481 0 45431 STEPHEN ALBERT SR VP & CFO 40.00 6.00 X 237800 0 13195 MARK EY COO 40.00 X 131875 0 39438 MATT SEILER GENERAL COUNSEL 40.00 6.00 X 305606 0 16234 KURT PROCTOR SR VP SI AND PRES. OF THE IC 40.00 4.00 X 262533 0 27352 BEVERLY MARTIN SR VP AND CHIEF OF STAFF 40.00 X 250357 0 24455 RONNA HAUSER SR VP POLICY AND PHARMACY AFFAIRS 40.00 X 249904 0 36650 PATRICK BERRYMAN SR. VP SPECIAL PROJECTS AND RELATIONSHIPS 40.00 X 254674 0 31543 NINA DADGAR VP OF BUSINESS DEVELOPMENT 40.00 X 247694 0 20614 ANNE CASSITY SR VP FGOVERNMENT AFFAIRS 40.00 X 225000 0 19221 JOHN MOZLOOM VP OF PUBLIC AFFAIRS 40.00 X 210855 0 30339 3299654 0 304472 33 0 1 0 BERMAN AND COMPANY INC 1655 NORTH FORT MYER DRIVE STE 600 ARLINGTON VA 22209 ADVERTISING/CAMPAIGN SERVICES 379000 BAKER DONELSON BEARMAN CALDWELL & BER 165 MADISON AVENUE SUITE 2000 MEMPHIS TN 38103 LEGAL SERVICES 329131 LEO EVENTS LLC 150 3RD AVE SOUTH NASHVILLE TN 37201 CONVENTION SERVICES 278470 BRENTWOOD CAPITAL ADVISORS LLC 1600 WEST END AVENUE SUITE 1550 NASHVLLE TN 37203 CONSULTING SERVICES 250000 11 5145331 5145331 CONVENTION & MEETINGS 900099 4207344 2200549 2006795 MEMBERSHIP DUES 900099 2910602 2910602 MANAGEMENT FEE 900099 1300000 1300000 COMMUNICATIONS 900099 879987 10044 869943 LONG-TERM CARE 900099 314603 314603 200000 200000 9812536 5093435 5093435 289744 289744 234314 0 234314 234314 234314 136097558 134763037 2990 1334521 -2990 1331531 1331531 OTHER INCOME 900099 120774 120774 120774 22027665 6935798 869943 9076593 517739210 10250 3077486 5173549 210022 446880 520509 442312 74680 89616 1137976 68180 458861 56880 737163 791178 2262537 367723 141473 UBI TAX 88000 REPAIRS & MNTNCE 352773 EQUIPMENT 259271 CREDIT CARD FEES 156085 444895 535107509 5061 38066 3849501 20040540 615381 371440 661122 1097730 10372580 4602679 6051128 5769901 30105498 17535885 96620423 9087972 4394413 2021798 142302527 55963332 1418937 1521968 2489981 3304154 4481257 1920581 8390175 6746703 X 133912352 49216629 133912352 49216629 142302527 55963332 X -513079844 243412 428140709 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2508584 0 0 0 NCPA PAC 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 521495857 8584 0 0 1 2910601 1425416 850853 2276269 1455301 820968 PART I-A, LINE 1: THE NCPA PAC DIRECTLY SUPPORTS CANDIDATES WHO ADVOCATE FOR INDEPENDENT COMMUNITY PHARMACY AND WORK TO ADVANCE THE INTERESTS OF PHARMACY OWNERS AND THEIR PATIENTS. ADDITIONALLY, THE NCPA PAC INDIRECTLY SUPPORTS THESE CANDIDATES BY INFORMING AND EDUCATING OUR MEMBERS ON THE PROGRESS OF LEGISLATIVE AND POLITICAL ACTIVITIES FOR THE PURPOSE OF ENCOURAGING NCPA MEMBERS TO SUPPORT THESE CANDIDATES DIRECTLY IN THEIR COMMUNITIES. 1800000 1800000 6000000 3112500 2887500 1512510 727091 785419 321051 178103 142948 739019 584985 154034 5769901 8509654 C REAL ESTATE INVESTMENTS 578318 F 9087972 DEFERRED COMPENSATION 1920581 1920581 1 AMERICAN SOCIETY OF CONSULTANT PHARMACISTS 1240 N PITT ST SUITE 300 ALEXANDRIA VA 22314 520942322 501(C)(6) 10000 0 LTC HOME PHARMACY SERVICES DAVID A WINSTON HEALTH POLICY FELLOWSHIP 1341 G SREET NW 11TH FLOOR WASHINGTON DC 20005 521492039 501(C)(3) 7500 0 SILVER SPONSORSHIP LEVEL CPV 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 332794707 501(C)(4) 515182104 0 CONTRIBUTION SENATE MAJORITY PAC 1032 15TH STREET NW SUITE 247 WASHINGTON DC 20005 272896127 527 500000 0 SUPPORT SENATE LEADERSHIP FUND 15405 JOHN MARSHALL HWY HAYMARKET VA 20169 472994920 527 1000000 0 SUPPORT CONGRESSIONAL LEADERSHIP FUND 1747 PENNSYLVANIA AVE NW 5TH FLOOR WASHINGTON DC 20006 453578123 527 1000000 0 SUPPORT 1 5 WILLARD B. SIMMONS AWARD 1 1000 PHARMACISTS OF THE YEAR AWARD 1 1000 NCPA STUDENT CHAPTER OF THE YEAR AWARDS 5 4250 NCPA STUDENT CHAPTER MEMBERSHIP DRIVE COMPETITION 3 3500 CONVENTION AWARDS 1 500 PART I, LINE 2: NCPA MAINTAINS POLICIES AND PROCEDURES THAT ARE ADHERED TO BY ITS GRANTS TEAM THAT ENSURE COMPLIANCE BY THE DIRECT GRANTS STAFF WITH OVERSIGHT FROM THEIR SUPERVISORS IN ADDITION TO THE ACCOUNTING AND FINANCE DEPARTMENT. X X X 0 0 0 B DOUGLAS HOEY CEO 651481 0 0 0 0 0 26173 0 19258 0 696912 0 0 0 MATT SEILER GENERAL COUNSEL 305606 0 0 0 0 0 14366 0 1868 0 321840 0 0 0 KURT PROCTOR SR VP SI AND PRES. OF THE IC 262533 0 0 0 0 0 12890 0 14462 0 289885 0 0 0 RONNA HAUSER SR VP POLICY AND PHARMACY AFFAIRS 249904 0 0 0 0 0 11506 0 25144 0 286554 0 0 0 PATRICK BERRYMAN SR. VP SPECIAL PROJECTS AND RELATION 254674 0 0 0 0 0 11971 0 19572 0 286217 0 0 0 BEVERLY MARTIN SR VP AND CHIEF OF STAFF 250357 0 0 0 0 0 10355 0 14100 0 274812 0 0 0 NINA DADGAR VP OF BUSINESS DEVELOPMENT 247694 0 0 0 0 0 12360 0 8254 0 268308 0 0 0 STEPHEN ALBERT SR VP & CFO 237800 0 0 0 0 0 11467 0 1728 0 250995 0 0 0 ANNE CASSITY SR VP FGOVERNMENT AFFAIRS 225000 0 0 0 0 0 10887 0 8334 0 244221 0 0 0 JOHN MOZLOOM VP OF PUBLIC AFFAIRS 210855 0 0 0 0 0 10293 0 20046 0 241194 0 0 0 MARK EY COO 131875 0 0 0 0 0 23733 0 15705 0 171313 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE REPLACED IN 2024. DETAILS OF THE CHANGES ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THIS ORGANIZATION SHALL CONSIST OF THE FOLLOWING MEMBERS: 1) ACTIVE MEMBERS - ANY LICENSED PHARMACIST ENGAGED IN THE ACTUAL OWNERSHIP OR MANAGEMENT OF AN INDEPENDENT COMMUNITY PHARMACY. ACTIVE MEMBERS ARE ENTITLED TO ALL PRIVILEGES, INCLUDING THE RIGHT TO VOTE AND HOLD OFFICE. 2) STUDENT MEMBERS - ANY STUDENT OF AN ACCREDITED COLLEGE OF PHARMACY, UPON WRITTEN APPLICATION TO THE ASSOCIATION, MAY BE ACCEPTED AS A STUDENT MEMBER, AND SHALL BE ENTITLED TO SUCH PRIVILEGES AS SHALL BE DETERMINED BY THE BOARD OF DIRECTORS. 3) PAST PRESIDENTS OF THE ASSOCIATION SHALL BE ENTITLED TO ALL THE PRIVILEGES OF ACTIVE MEMBERS EXCEPT THAT THEY SHALL NOT BE ELIGIBLE FOR NOMINATION OR ELECTION AS A MEMBER OF THE BOARD OF DIRECTORS. 4) NON-PHARMACIST OWNERS OF INDEPENDENT PHARMACIES HAVE THE RIGHT TO VOTE, BUT NOT HOLD OFFICE. 5) MEMBERSHIP CLASSES THAT EXIST BUT DO NOT POSSESS THE RIGHT TO VOTE OR HOLD OFFICE ARE ASSOCIATE MEMBERS, AFFILIATED STATE ASSOCIATION MEMBERS, INDEPENDENT PHARMACY ORGANIZATIONS, SUSTAINING MEMBERS, PHARMACY TECHNICIAN MEMBERS, CORPORATE MEMBERS AND HONORARY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE HOUSE OF DELEGATES, WHO ARE ACTIVE MEMBERS OF THE ASSOCIATION, ELECT BY MAJORITY VOTE THE MEMBERS OF THE THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B A TWO-THIRDS MAJORITY VOTE OF THE ACCREDITED DELEGATES PRESENT AND VOTING IS REQUIRED FOR RATIFICATION OF PROPOSED AMENDMENTS TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE PREPARED BY AN ACCOUNTING FIRM AND REVIEWED BY MANAGEMENT. AN ELECTRONIC COPY OF THE FORM 990 WILL BE PROVIDED TO THE BOARD OF DIRECTORS FOR COMMENTS AND CLARIFICATION, IF ANY. THE FORM 990 WILL BE FILED WITH THE IRS SHORTLY THEREAFTER. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD OF DIRECTORS MEMBER IS REQUIRED TO EXECUTE A CONFLICT OF INTEREST NOTIFICATION AND FILING ANNUALLY. ALL ASSOCIATION CONTRACTS ARE REVIEWED BY THE CEO, COO, CFO, SVP-CHIEF OF STAFF AND GENERAL COUNSEL FOR POTENTIAL CONFLICTS PRIOR TO EXECUTION. WHEN ENCOUNTERING POTENTIAL CONFLICTS OF INTEREST, BOARD MEMBERS IDENTIFY THE POTENTIAL CONFLICT AND, AS REQUIRED, REMOVE THEMSELVES FROM ALL DISCUSSIONS AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE (CONSISTING OF THREE MEMBERS OF THE BOARD OF DIRECTORS) MEETS ANNUALLY EACH JANUARY TO REVIEW THE EMPLOYMENT AGREEMENT AND ANNUAL CALENDAR-YEAR COMPENSATION OF THE CEO BASED ON THE INFORMATION FROM COMPENSATION SURVEYS. THE LAST COMPENSATION REVIEW TOOK PLACE JANUARY 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION A, LINE 1A: THE GOVERNING BODY, THE BOARD OF DIRECTORS (BOARD), IS COMPRISED OF NINE VOTING MEMBERS. THE BUDGET COMMITTEE CONSISTED OF SEVEN MEMBERS, FIVE OF WHOM WERE MEMBERS OF THE BOARD AND TWO OF WHOM WERE PAST PRESIDENTS. THE BUDGET COMMITTEE IS RESPONSIBLE FOR REVIEWING MANAGEMENT'S PROPOSED OPERATING BUDGET FOR THE UPCOMING FISCAL YEAR, AS WELL AS THE REVIEW OF FISCAL POLICIES AND PROCEDURES. THE BUDGET COMMITTEE REPORTS ITS FINDINGS AND RECOMMENDATIONS TO THE BOARD. THE AUDIT COMMITTEE, COMPRISED OF FIVE MEMBERS, ALL OF WHOM WERE MEMBERS OF THE BOARD AND TWO OF WHOM WERE PAST PRESIDENTS, IS RESPONSIBLE FOR THE SELECTION OF THE ASSOCIATION'S EXTERNAL AUDITORS, REVIEWING THE EXTERNAL AUDIT WITH THE AUDITORS AND MANAGEMENT, REVIEWING AND APPROVING THE RESULTS OF THE AUDIT AND REPORT THERETO (INCLUDING REQUIRED COMMUNICATIONS) WITH THE EXTERNAL AUDITORS, AND REPORTING THE RESULTS OF SUCH MEETINGS TO THE BOARD. THE COMPENSATION COMMITTEE (CONSISTING OF THREE MEMBERS OF THE BOARD) MEETS ANNUALLY TO REVIEW THE EMPLOYMENT AGREEMENT AND COMPENSATION OF THE ASSOCIATION'S CEO. THE INVESTMENT REVIEW COMMITTEE CONSISTED OF SEVEN MEMBERS, FIVE OF WHOM WERE MEMBERS OF THE BOARD AND TWO OF WHOM WAS A PAST PRESIDENT, ALONG WITH THE CEO AND CFO. IT IS CHARGED WITH REVIEWING THE ASSOCIATION'S INVESTMENT PORTFOLIO IN CONJUNCTION WITH THE PROFESSIONAL INVESTMENT ADVISOR TO ENSURE IT IS IN COMPLIANCE WITH THE ASSOCIATION'S INVESTMENT POLICY AND TO MAKE ANY RECOMMENDATIONS OF CHANGES TO POLICY TO THE BOARD. FORM 990, PART XI, LINE 9: GAIN ON SALE OF EQUITY IN SURESCRIPTS, LLC 319,917,514. ADJUST EQUITY IN SURESCRIPTS, LLC TO FV PRIOR TO SALE 107,744,404. EQUITY IN LOSS OF CPESN USA, LLC -70,864. DISTRIBUTION FROM INVESTMENTS 820,000. LOSS ON TERMINATION OF OPERATING LEASE -270,345. NCPA ENTERPRISES LLC 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 832666287 ADMINISTRATIVE SERVICES VA 0 -750718 NCPA PROTECTING ACCESS TO RETAIL PHARMACY LLC 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 933675388 PUBLIC RELATIONS, GRASSROOTS EFFORTS, LEGAL AID VA 32000 203716 NCPA NCPA-PAC 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 521495857 POLITICAL VA 527 NCPA 1 NCPA INNOVATION CENTER 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 371841962 EDUCATION VA 501(C)(6) NCPA 1 NCPA INNOVATION CENTER SERVICES 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 811609354 EDUCATION VA 501(C)(3) LINE 12A, I NCPA 1 CPV 100 DAINGERFIELD ROAD ALEXANDRIA VA 22314 332794707 SOCIAL WELFARE VA 501(C)(4) NCPA 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 NCPA INNOVATION CENTER L 1300000 ACTUAL COST NCPA INNOVATION CENTER Q 143309 ACTUAL COST CPV R 710289 ACTUAL COST CPV B 515182104 ACTUAL COST CPV C 3000000 ACTUAL COST