2025-11-14T10:28:09-06:00 2024-12-31 390974031 WEGNER CPAS LLP 419 N LEE ST ALEXANDRIA VA 223142301 990 2024-01-01 650880021 THE PULMONARY HYPERTENSION ASSOCIATION INC PULM 3015653004 1121 14TH STREET NW 150 WASHINGTON DC 20005 MATIAS GRANATO PRESIDENT AND CEO 3015653004 2025-11-14 1 1 GLENN MILLER CPA P00086726 7035190990 2025-11-14 2024 2025-03-06 01:10:19Z MATIAS GRANATO 1121 14TH STREET NW 150 WASHINGTON DC 20005 12641418 0 X PHASSOCIATION.ORG X 1998 FL TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 21 21 0 4200 262031 46429 5889956 5831537 1211062 1318127 586263 998508 166076 312389 7853357 8460561 220000 310000 0 0 3732833 4169584 0 0 928455 3518845 4388890 7471678 8868474 381679 -407913 24525243 24745734 3623305 3409576 20901938 21336158 X TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH). 0 0 5403998 310000 754727 IN 2024, PHA PRODUCED A VARIETY OF EDUCATIONAL RESOURCES FOR PH PATIENTS AND THEIR FAMILIES INCLUDING A TWICE-MONTHLY PODCAST THAT LAUNCHED IN AUGUST, IN-PERSON LEARNING DAYS IN HOUSTON AND PHOENIX AND SPANISH TRANSLATIONS OF ALL 16 BROCHURES IN OUR PH AND ASSOCIATED CONDITIONS SERIES.PHA SUPPORT GROUPS HELD 405 MEETINGS SERVING 5,174 ATTENDEES (NON-UNIQUE). PHA LAUNCHED A PEER-MENTORS PROGRAM IN 2024 THAT MATCHED 64 MENTOR-MENTEE PAIRS. PH ADVOCATES SENT MORE THAN 2,000 MESSAGES TO CONGRESS, REACHING 345 LEGISLATIVE OFFICES. 904715 0 563400 PULMONARY HYPERTENSION ASSOCIATION REGISTRY (PHAR): ACCREDITED PHCC'S HAVE AN OPPORTUNITY TO PARTICIPATE IN PHAR AS BOTH A QUALITY IMPROVEMENT PROCESS AND RESEARCH ACTIVITY. A PATIENT REGISTRY IS AN ORGANIZED SYSTEM THAT COLLECTS DATA TO EVALUATE CERTAIN OUTCOMES FOR A POPULATION OF PEOPLE WITH A MEDICAL CONDITION AND IS A USEFUL TOOL FOR QUALITY IMPROVEMENT OF CARE AND FOR RESEARCH OF RARE DISEASES SUCH AS PH. PHAR COLLECTS DATA FROM WHO GROUP 1 PH (PULMONARY ARTERIAL HYPERTENSIONPAH) AND WHO GROUP 4 PH (CHRONIC THROMBOEMBOLIC PULMONARY HYPERTENSIONCTEPH) WHO ARE STARTING EVALUATION AND/OR TREATMENT AT AN ACCREDITED PHCC. DATA IS COLLECTED IN CONJUNCTION WITH ROUTINE PH CARE TEAM VISITS APPROXIMATELY EVERY 3-6 MONTHS. AT THE END OF 2024, THERE WERE 96 ACCREDITED PHCC'S AND 74 CENTERS PARTICIPATING PHAR WITH 3,442 PATIENTS EVER ENROLLED IN PHAR. 6308713 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 65 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD FL VA TX MA CA OR MO MN OK PA WI GA DE IA IN MT NE SD WY VT AZ LA X X TERESITA ESPOSITO 3015653004 1121 14TH ST NW STE 150 WASHINGTON DC 20005 TRACI STEWART RN MSN CHFN CHAIR 3.00 X X 0 0 0 MITCHELL KOPPELMAN PHD CHAIR ELECT 3.00 X X 0 0 0 MIKE LENTZ TREASURER 3.00 X X 0 0 0 NICOLE CREECH SECRETARY 3.00 X X 0 0 0 TONY LAHNSTON IMMEDIATE PAST CHAIR 3.00 X 0 0 0 TODD BULL MD TRUSTEE 3.00 X 0 0 0 CHARLES BURGER MD TRUSTEE 3.00 X 0 0 0 COLLEEN CONNOR TRUSTEE 3.00 X 0 0 0 RAMONA DOYLE MD TRUSTEE 3.00 X 0 0 0 MARDI GOMBERG-MAITLAND TRUSTEE 3.00 X 0 0 0 TISHA KIVETT TRUSTEE 3.00 X 0 0 0 MICHELLE LIU MD TRUSTEE 3.00 X 0 0 0 MELISSA MAGNESS TRUSTEE 3.00 X 0 0 0 MIKE NAPLE TRUSTEE 3.00 X 0 0 0 MONICA PENARANDA TRUSTEE 3.00 X 0 0 0 JODY PETRY TRUSTEE 3.00 X 0 0 0 DIANE RAMIREZ TRUSTEE 3.00 X 0 0 0 DOUG TAYLOR TRUSTEE 3.00 X 0 0 0 MATT WALL TRUSTEE 3.00 X 0 0 0 KELLY WIEGELE TRUSTEE 3.00 X 0 0 0 DELPHINE YUNG MD TREASURER 3.00 X 0 0 0 MATIAS GRANATO PRESIDENT & CEO 37.50 X 316682 0 13343 TERESITA ESPOSITO VP - FINANCE & OPERATIONS 37.50 X 173967 0 8163 KEVIN HEYEN VP - DEVELOPMENT 37.50 X 174823 0 7492 ELIZABETH JOSELOFF VP - QUALITY CARE & RESEARCH 37.50 X 162392 0 16622 KAREN SMAALDERS VP - COMMUNICATIONS & MARKETING 37.50 X 149656 0 13723 KATHERINE KRONER VP - ADVOCACY & PATIENT ENGAGEMENT 37.50 X 158331 0 7336 LAVINA GROVER VP - MEETINGS (THRU AUGUST) 37.50 X 121263 0 5106 1257114 0 71785 7 0 1 0 CORNERSTONE MEDICAL COMMUNICATIONS 560 SHERWOOD PARKWAY WESTFIELD NJ 07090 MEDICAL EDUCATION 414342 THE UNIVERSITY OF WASHINGTON 12455 COLLECTIONS DR CHICAGO IL 60693 PROGRAM MANAGEMENT SERVICES 315569 REASON ONE CORP 334 EAST BAY ST 166 CHARLESTON SC 29401 WEBSITE DESIGN SERVICES 173000 ENSYNC CORP 5049 EDWARDS RANCH RD FORT WORTH TX 76109 WEBSITE DESIGN SERVICES 144246 ADVANCED SOLUTIONS INTL 14899 FRYE RD 2ND FLR FORT WORTH TX 76155 MEMBERSHIP SUBSCRIPTION 113833 5 350737 5480800 5831537 MEETINGS AND REGISTRATION 611430 468038 468038 ACCREDITATION INCOME 541900 438900 438900 MEMBERSHIP DUES 900099 286689 286689 REGISTRY AND DATA ENGAGEMENT SERV 518210 124500 124500 1318127 801028 801028 79974 10282 69692 69692 69692 4232215 4034735 197480 197480 197480 27620 350737 133606 -105986 -105986 1186 2234 -1048 -1048 ADVERTISING REVENUE 541800 349731 262031 87700 349731 8460561 1318127 262031 1048866 310000 310000 512155 337122 100286 74747 3051324 2005197 601028 445099 95022 64902 16089 14031 256627 175282 43451 37894 254456 168778 48181 37497 3704 3704 24624 24624 47832 47832 78519 78519 614980 541174 69107 4699 79729 77460 2269 319027 186093 63091 69843 453470 105969 297186 50315 243285 148819 57610 36856 180729 100741 42894 37094 1259492 1163632 36125 59735 105425 105425 24887 24887 PROGRAM EXPENSE 429721 379832 112 49777 MEDICAL EDUCATION 414200 414200 ACCREDITATION FEES 75845 75845 DUES AND SUBSCRIPTIONS 16013 5717 1704 8592 17408 118 17283 7 8868474 6308713 1631306 928455 1898517 677754 128777 1708 1160864 1656606 82979 80691 234162 251296 1561306 762570 593935 798736 18676539 17558674 223812 2233986 1525658 1486283 24525243 24745734 770321 744960 649695 650100 2203289 2014516 3623305 3409576 X 9399350 8572286 11502588 12763872 20901938 21336158 24525243 24745734 -407913 842133 0 X 0 1 X 1 0 X 3899433 5533494 5262655 5889956 5831537 26417075 3899433 5533494 5262655 5889956 5831537 26417075 10829375 15587700 215179 335886 390217 589936 881002 2412220 134000 237950 94739 75048 47429 589166 29418461 4547436 0.52990 0.53030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 47832 47832 8820642 8868474 593424 148356 0 0 412592 467885 523584 593424 1997485 2996228 47837 47829 48422 47832 191920 103148 116971 130896 148356 499371 749057 3738740 579833 86540 78519 4153514 3459179 458180 112671 65948 3738740 4100259 -558605 82475 3459179 3804126 384602 88469 4100259 3608105 283878 87857 3804126 0.00000 0.55896 0.44104 0 0 796267 359167 437100 765039 403403 361636 798736 MONEY MARKET FUNDS 2233986 F 2233986 SECURITY DEPOSIT 45314 OPERATING LEASE RIGHT-OF-USE ASSETS 1352820 SUBLEASE COMMISSION 88149 1486283 LEASE LIABILITIES 2014516 2014516 9370297 842133 -78519 763614 8606683 -146122 -146122 8460561 8936077 146122 146122 8789955 78519 78519 8868474 PART V, LINE 4: THE ASSOCIATION'S ENDOWMENT IS A DONOR-RESTRICTED FUND ESTABLISHED TO SUPPORT RESEARCH, SCHOLARSHIPS, AND SUPPORT GROUPS FOR THOSE AFFECTED BY PULMONARY HYPERTENSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES REPORTED ON FORM 990, PART IX, LINE 11F -78,519. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B -133,606. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 10B -2,234. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B -10,282. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 8B 133,606. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 10B 2,234. DIRECT EXPENSES REPORTED ON FORM 990, PART VIII, LINE 6B 10,282. DRIVING FORE A CURE 109730 95930 13800 21426 PHILLY O2BREATHE 44513 44513 7823 13 224114 210294 13820 104357 378357 350737 27620 133606 133606 -105986 1 RESEARCH AWARDS 6 300000 SCHOLARSHIP/LEADERSHIP AWARD 1 10000 PART I, LINE 2: 1.SCHEDULED REPORTING: GRANTEES MUST PROVIDE BOTH INTERIM AND FINAL FINANCIAL AND PROGRESS REPORTS. FOR EXAMPLE, INSTITUTIONS MUST PROVIDE AN INTERIM FINANCIAL REPORT AFTER THE FIRST YEAR OF FUNDING AND A FINAL REPORT WITHIN 60 DAYS AFTER THE GRANT PERIOD ENDS. 2.PROGRESS REVIEW: SCIENTIFIC PROGRESS IS EVALUATED TO ENSURE ALIGNMENT WITH THE GRANT'S AIMS. THE CONTINUATION OF FUNDING FOR THE SECOND YEAR IS CONTINGENT UPON SATISFACTORY PROGRESS IN THE FIRST YEAR. 3.THE SLC RESEARCH COMMITTEE REVIEWS THE SCIENTIFIC REPORTS FOR SUFFICIENT PROGRESS AND REPORTING. 4.FUND ALLOCATION CHECK: INSTITUTIONS MAY REQUEST THE CARRYOVER OF UNUSED FUNDS, SUBJECT TO JUSTIFICATION AND APPROVAL, WHICH HELPS VERIFY THAT ALL EXPENDITURES ARE WITHIN THE APPROVED BUDGET AND PROJECT SCOPE. 5.CONFLICT MONITORING: AWARDEES ARE REQUIRED TO DISCLOSE ANY OTHER GRANTS RECEIVED DURING THE PHA AWARD TERM. OUR SCIENTIFIC LEADERSHIP COUNCIL RESEARCH COMMITTEE THEN REVIEWS FOR POTENTIAL OVERLAP IN SCIENTIFIC OBJECTIVES OR BUDGETARY USE, ENSURING NO DUPLICATION OF FUNDING. 6.THE FINANCIAL REPORTS ARE REVIEWED BY PHA STAFF COMPARING WITH THE BUDGET JUSTIFICATION THAT WAS INCLUDED IN THE GRANT APPLICATION. THE BUDGET IS REVIEWED BY THE SLC REVIEWERS DURING THE GRANT REVIEW PROCESS. X 0 0 0 0 0 0 0 0 0 MATIAS GRANATO PRESIDENT & CEO 316664 0 0 0 18 0 12498 0 845 0 330025 0 0 0 KEVIN HEYEN VP - DEVELOPMENT 173311 0 1500 0 12 0 6765 0 727 0 182315 0 0 0 TERESITA ESPOSITO VP - FINANCE & OPERATIONS 172467 0 1500 0 0 0 6823 0 1340 0 182130 0 0 0 ELIZABETH JOSELOFF VP - QUALITY CARE & RESEARCH 160840 0 1500 0 52 0 6560 0 10062 0 179014 0 0 0 KATHERINE KRONER VP - ADVOCACY & PATIENT ENGAGEMENT 155813 0 2500 0 18 0 6065 0 1271 0 165667 0 0 0 KAREN SMAALDERS VP - COMMUNICATIONS & MARKETING 148156 0 1500 0 0 0 6004 0 7719 0 163379 0 0 0 FORM 990, PART V, LINE 2A THE PULMONARY HYPERTENSION ASSOCIATION, INC. LEASES EMPLOYEES FROM A PROFESSIONAL EMPLOYMENT ORGANIZATION, EXTENSIS VI, LLC. THE EMPLOYEES ARE CONSIDERED COMMON LAW EMPLOYEES OF THE PULMONARY HYPERTENSION ASSOCIATION, INC., HOWEVER, EXTENSIS VI, LLC IS THE EMPLOYER OF RECORD AND EMPLOYEES GET THEIR W2S FROM EXTENSIS VI, LLC. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND AUDIT COMMITTEE REVIEWS THE FORM 990 WITH THE CPA FIRM PRIOR TO FILING AND PROVIDES FORM 990 TO THE FULL BOARD FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ON AN ANNUAL BASIS. THE ASSOCIATION REQUIRES ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO BE DISCLOSED TO HUMAN RESOURCES. IF AN ACTUAL OR POTENTIAL CONLICT OF INTEREST IS DETERMINED TO EXIST, THE ASSOCIATION WILL TAKE SUCH STEPS AS IT DEEMS NECESSARY TO APPROPRIATELY ADDRESS THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE, OF THE BOARD OF TRUSTEES, WORKS WITH AN EXTERNAL RECRUITING FIRM, WHO CONDUCTS A COMPARISON OF PRESIDENT/CEO COMPENSATION AMOUNT LIKE ORGANIZATIONS TO DETERMINE THE APPROPRIATE SALARY FOR THE PRESIDENT/CEO. HUMAN RESOURCES UTILIZES COMPENSATION CONSULTANTS, MARKET DATA, COMPENSATION SURVEYS, AND PERFORMANCE REVIEW TO DETERMINE ANNUAL INCREASES FOR ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION'S FINANCIAL STATEMENTS AND 990 ARE AVAILABLE TO THE PUBLIC ON THE ASSOCIATION'S WEBSITE AND BY PUBLIC REQUEST.