2024-11-14T13:47:09-06:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-01-01 272280465 CLINICAL AND PATIENT EDUCATORS ASSOCIATION CLIN 3039534580 303 S BROADWAY SUITE 200-525 DENVER CO 80209 THOMAS RAMETTA PRESIDENT 3039534580 2024-11-14 1 0 MARY TORRETTA P00847851 7038477500 2023 2024-10-15 13:58:12Z THOMAS RAMETTA 303 S BROADWAY SUITE 200-525 DENVER CO 80209 587953 0 X WWW.CPEA-ASSN.ORG X 2010 CO SEE SCHEDULE O 10 9 0 14 0 0 467713 587953 0 0 0 0 0 0 467713 587953 0 0 0 0 0 0 0 0 0 407150 541919 407150 541919 60563 46034 248701 300054 148238 153557 100463 146497 X SEE SCHEDULE O 0 0 95000 SEE SCHEDULE O 77500 SEE SCHEDULE O 65000 SEE SCHEDULE O 293748 0 293748 531248 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NICOLE ANZUONI SECRETARY 3039534580 303 SOUTH BROADWAY SUITE 200-525 DENVER CO 80209 THOMAS RAMETTA PRESIDENT 2.00 40.00 X X 0 1503143 27209 DARLYNE BAILEY CHAIR OF THE BOARD 3.00 15.00 X X 0 70000 0 THEODORE L POLIN VICE CHAIR OF THE BOARD (THRU 12/23) 2.00 15.00 X X 0 60000 0 HUGH CAMPBELL BOARD MEMBER 2.00 10.00 X 0 50000 0 KAREN MINCEY BOARD MEMBER 2.00 10.00 X 0 50000 0 SAUNDRA WALL WILLIAMS BOARD MEMBER 2.00 10.00 X 0 50000 0 STEPHEN BURGHARDT BOARD MEMBER 2.00 10.00 X 0 50000 0 CHRISTOPHER HAWK MD BOARD MEMBER 2.00 10.00 X 0 50000 0 SHEILA MCDEVITT BOARD MEMBER 2.00 10.00 X 0 50000 0 TERENCE BYRD BOARD MEMBER (BEG 1/23) 2.00 10.00 X 0 47043 0 ALEXANDRA SCHAFFRATH TREASURER 2.00 40.00 X 0 795069 31372 NICOLE M ANZUONI SECRETARY 2.00 40.00 X 0 777378 22134 JEFFREY B REESE ASSISTANT CORPORATE SECRETARY 2.00 40.00 X 0 206906 2867 0 3759539 83582 0 0 1 0 APPLIED CLINICAL EDUCATION 545 W 45TH ST 8TH FLOOR NEW YORK NY 10036 EDUCATIONAL PARTNER 135400 1 587953 587953 587953 0 0 0 250 250 9713 9713 244 244 3004 2540 464 EDUCATIONAL PROGRAMS 521708 521708 ACCREDITATION EXPENSE 7000 7000 541919 531248 10671 0 138124 146911 55000 25000 55577 128143 1699 1699 0 0 0 0 0 0 0 0 248701 300054 61126 25523 87112 128034 0 0 148238 153557 X 100463 146497 100463 146497 248701 300054 46034 0 X 0 1 X 1 0 X 334191 170330 195000 467713 587953 1755187 334191 170330 195000 467713 587953 1755187 1114343 640844 1755187 0.36510 0.29920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1699 1699 0 0 0 X PART X, LINE 2: THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING FOR AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2023, MANAGEMENT CONCLUDED THAT NO UNCERTAIN TAX POSITIONS HAD BEEN TAKEN THAT WOULD REQUIRE ADJUSTMENT TO OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. 0 0 0 0 0 0 0 0 0 THOMAS RAMETTA PRESIDENT 0 695538 0 807605 0 0 0 12158 0 15051 0 1530352 0 0 ALEXANDRA SCHAFFRATH TREASURER 0 461438 0 333631 0 0 0 8285 0 23087 0 826441 0 0 NICOLE M ANZUONI SECRETARY 0 451018 0 326360 0 0 0 6498 0 15636 0 799512 0 0 JEFFREY B REESE ASSISTANT CORPORATE SECRETARY 0 179383 0 27523 0 0 0 2215 0 652 0 209773 0 0 PART I LINE 3 THE PRESIDENT'S COMPENSATION FOR HIS ROLE WITH A RELATED ORGANIZATION IS DETERMINED AND ESTABLISHED BY THE RELATED ORGANIZATION. SUCH COMPENSATION WAS REVIEWED AND APPROVED BY THE RELATED ORGANIZATION'S HRBC (HUMAN RESOURCES, BENEFITS, & COMPENSATION) COMMITTEE OF ITS BOARD OF DIRECTORS, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT DIRECTORS, AFTER REVIEWING COMPARABLE COMPENSATION INFORMATION PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTING FIRM. THE FIRM PROVIDED THAT INFORMATION BASED ON ITS PERFORMANCE OF A STUDY FOR THE COMMITTEE TO EVALUATE THE COMPENSATION LEVELS OF SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS WERE CONTEMPORANEOULSLY DOCUMENTED. FORM 990, PART I, LINE 1 DEVELOP QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. FORM 990, PART III, LINE 1 DEVELOP QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. THE ORGANIZATION IDENTIFIED A NEED FOR DESIGNING EDUCATION AIMED AT ADDRESSING PRACTICE GAPS AMONG PRIMARY AND SPECIALTY CARE PRACTITIONERS AND HEALTHCARE INFORMATION KNOWLEDGE GAPS WITHIN THEIR RESPECTIVE PATIENT POPULATIONS. THE ORGANIZATION'S EDUCATION PROGRAMS ARE DESIGNED TO IMPROVE PRACTITIONER DIAGNOSIS AND TREATMENT COMPETENCE, AS WELL AS HELP PATIENTS ENJOY HEALTHIER AND HAPPIER LIVES AFTER BEING DIAGNOSED WITH A DISEASE OR OTHER HEALTH-RELATED ISSUE. THE ORGANIZATION IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION TO CERTIFY CONTINUING MEDICAL EDUCATION (CME) PROGRAMS FOR PHYSICIANS. FORM 990, PART III, LINE 4A COLE EYE INSTITUTE IMAGING SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SEATTLE, WA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) RECOGNIZE NEW IMAGING FINDINGS OF RETINAL DISEASES, (2) IDENTIFY IMAGING TO DETECT EARLY RETINAL DISEASE, (3) DISCUSS ROLE OF FUNCTIONAL IMAGING TECHNIQUES, (4) DESCRIBE HOW AI-BASED IMAGING CAN HELP DIAGNOSE AND MANAGE PATIENTS WITH RETINAL DISEASES, (5) EXPLAIN HOW IMAGING IS USED TO EVALUATE CLINICAL TRIAL OUTCOMES, AND (6) REVIEW HOW TO OPTIMIZE THE USE OF IMAGING IN CLINICAL PRACTICE. THE ORGANIZATION PROVIDED 3.25 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. FORM 990, PART III, LINE 4B COLE EYE INSTITUTE RETINA SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN NEW ORLEANS, LA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) REVIEW THE CURRENT RECOMMENDATIONS AND EMERGING STRATEGIES FOR THE DIAGNOSIS OF RETINAL DISEASES, (2) EVALUATE THE EMERGING CLINICAL TRIAL DATA AND BEST PRACTICES FOR THE TREATMENT OF RETINAL DISEASES, AND (3) IDENTIFY HOW NEW AND EMERGING DIAGNOSTIC TECHNIQUES AND THERAPIES CAN BE INCORPORATED INTO THE MANAGEMENT OF PATIENTS WITH RETINAL DISEASE. THE ORGANIZATION PROVIDED 3.5 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. FORM 990, PART III, LINE 4C ADVANCES IN PEDIATRIC RETINA WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN SANTA CLARA, CA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) DISCUSS TREATMENT STRATEGIES THAT OPTIMIZE VISION IN DEVELOPING INFANTS AND CHILDREN, (2) DEFINE DIFFERENT MANIFESTATIONS OF COMMON PEDIATRIC RETINAL CONDITIONS, (3) EVALUATE NEW THERAPIES AND TECHNOLOGIES FOR USE IN CLINICAL PRACTICE, (4) DISCUSS GENETIC CONDITIONS THAT AFFECT VISION IN CHILDREN, (5) DISCUSS SURGICAL TECHNIQUES IN CHILDREN AND HOW THEY DIFFER FROM ADULT RETINA SURGERY, (6) IDENTIFY GENE-THERAPY TREATMENT STRATEGIES FOR REPLACING MUTATION-BEARING GENES AND PRODUCING THERAPEUTIC PROTEINS, AND (7) UNDERSTAND CLINICAL TRIAL RESULTS EVALUATING INVESTIGATIONAL GENE THERAPIES FOR INHERITED RETINAL DISEASES (IRDS). THE ORGANIZATION PROVIDED 17.25 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. FORM 990, PART III, LINE 4D, OTHER SERVICES OTHER PROGRAM EXPENSES THAT ARE NOT SPECIFICALLY ASSOCIATED WITH A PROGRAM SERVICE ACCOMPLISHMENTS: EXPENSES INCLUDING INFORMATION TECHNOLOGY, ACCREDITATION, AND MEMBERSHIP FEES. EXPENSES $ 293,748. INCLUDING GRANTS OF $ 0. REVENUE $ 0. FORM 990, PART VI, SECTION A, LINE 4 REVISIONS WERE MADE TO THE CLINICAL AND PATIENT EDUCATORS ASSOCIATION ARTICLES OF INCORPORATION AND BYLAWS. THE ARTICLES OF INCORPORATION WERE UPDATED TO CLARIFY CERTAIN TITLES AND REVISE THE INDEMNIFICATION PROVISION THEREIN. THE BYLAWS WERE UPDATED TO CLARIFY THE OPERATION OF THE BOARD AND ITS COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT WORKED WITH AN OUTSIDE ACCOUNTANT TO PREPARE THE FORM 990. MANAGEMENT REVIEWED THE DRAFT FORM 990 WITH THE OUTSIDE ACCOUNTANT. A FINALIZED DRAFT OF THE FULL FORM 990 IS PROVIDED TO THE WHOLE BOARD PRIOR TO ITS FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY OF A RELATED ORGANIZATION, UMA EDUCATION, INC. THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY TO PROTECT THE INTEGRITY OF THE ORGANIZATION, INCLUDING AS IT RELATES TO ANY TRANSACTION THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE ORGANIZATION. ALL TRUSTEES AND OFFICERS ARE COVERED UNDER THE POLICY. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE INTERESTED PERSON MUST DISCLOSE ALL MATERIAL FACTS TO THE BOARD OF TRUSTEES. AFTER DISCLOSURE OF SUCH FACTS, THE INTERESTED PARTY MAY NOT PARTICIPATE IN THE DETERMINATION OF A CONFLICT OF INTEREST. THE BOARD WILL DECIDE IF A CONFLICT EXISTS. IF A CONFLICT IS DETERMINED TO EXIST, THE INTERESTED PERSON MUST RECUSE THEMSELF FROM PARTICIPATION IN THE DELIBERATIONS ON THE RELATED PARTY TRANSACTION. THE BOARD WILL EVALUATE WHETHER THE TRANSACTION IS FAIR, REASONABLE, AND IN THE BEST INTEREST OF THE ORGANIZATION AND WHETHER AN ALTERNATIVE TO THE TRANSACTION IS REASONABLY ACHIEVABLE. FOLLOWING SUCH EVALUATION, THE BOARD SHALL DECIDE WHETHER TO APPROVE THE TRANSACTION. TRUSTEES AND OFFICERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). UMA EDUCATION INC 9309 NORTH FLORIDA AVENUE 100 TAMPA FL 33612 472578950 SCHOOL FL 501(C)(3) LINE 2 CLINICAL AND PATIENT EDUCATORS ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0