Totals
- Total revenue
- $6,566,364
- Total expenses
- $6,711,529
- Contributions and grants received
- $3,808,554
- Grants paid
- $0
- Program service revenue
- $2,599,414
- Investment income
- $158,396
- Other revenue
- $0
- Total assets, end of year
- $11,338,840
- Total liabilities, end of year
- $4,281,691
- Net assets or fund balances, end of year
- $7,057,149
- Program services expenses (Part IX)
- $4,721,358
- Management and general expenses
- $1,551,724
- Fundraising expenses
- $438,447
- Program service expenses (Part III)
- $4,721,358
Program services were 70.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$2,563,495
-
1f · All other contributions, gifts and grants
$1,245,059
-
2a · Program service revenue: ANNUAL LICENSING
total $1,778,818 · related or exempt $1,778,818
-
2b · Program service revenue: PQS, INC.
total $363,640 · related or exempt $363,640
-
2c · Program service revenue: MEETINGS AND REGISTRAT
total $261,015 · related or exempt $261,015
-
2d · Program service revenue: EDUCATIONAL SERVICES
total $195,941 · related or exempt $195,941
-
3 · Investment income
total $157,065 · excluded $157,065
-
7a · Gross sales of assets other than inventory
securities $525,736 · other assets $1,586
-
7b · Less cost or other basis and sales expenses
securities $523,727 · other assets $2,264
-
7c · Gain or loss
securities $2,009 · other assets -$678
-
7d · Net gain or loss
total $1,331 · excluded $1,331
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $432,807 · program services $299,502 · management and general $103,787 · fundraising $29,518
-
6 · Compensation of disqualified persons
total $3,895,229 · program services $2,695,498 · management and general $934,076 · fundraising $265,655
-
8 · Pension plan contributions
total $222,078 · program services $153,678 · management and general $53,254 · fundraising $15,146
-
9 · Other employee benefits
total $323,660 · program services $223,972 · management and general $77,614 · fundraising $22,074
-
10 · Payroll taxes
total $288,286 · program services $199,494 · management and general $69,131 · fundraising $19,661
-
11b · Fees: legal
total $45,398 · program services $41,312 · management and general $4,086
-
11c · Fees: accounting
total $61,395 · management and general $61,395
-
11f · Fees: investment management
total $13,726 · management and general $13,726
-
11g · Fees: other
total $266,822 · program services $224,855 · management and general $41,967
-
12 · Advertising and promotion
total $11,395 · program services $11,395
-
13 · Office expenses
total $41,700 · program services $36,938 · management and general $3,048 · fundraising $1,714
-
16 · Occupancy
total $155,732 · program services $107,767 · management and general $37,345 · fundraising $10,620
-
17 · Travel
total $227,229 · program services $29,540 · management and general $138,382 · fundraising $59,307
-
19 · Conferences, conventions and meetings
total $446,733 · program services $446,733
-
22 · Depreciation, depletion and amortization
total $15,948 · program services $8,452 · management and general $7,496
-
23 · Insurance
total $18,228 · program services $14,036 · management and general $4,192
-
24a · Other expenses: MEASURE DEVELOPMENT
total $155,942 · program services $155,942
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $40,667 · program services $40,667
-
24c · Other expenses: WORKGROUP COMMUNICATION
total $17,000 · program services $17,000
-
24d · Other expenses: MISCELLANEOUS
total $14,752 · fundraising $14,752
-
24e · All other expenses
total $16,802 · program services $14,577 · management and general $2,225
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $150,000 · end of year $296,172
-
2 · Savings and temporary cash investments
beginning of year $3,793,758 · end of year $2,545,902
-
3 · Pledges and grants receivable
beginning of year $785,316 · end of year $443,132
-
9 · Prepaid expenses and deferred charges
beginning of year $103,308 · end of year $84,719
-
10a · Land, buildings and equipment: cost or other basis
$99,390
-
10b · Land, buildings and equipment: accumulated depreciation
$45,394
-
10c · Land, buildings and equipment, net
beginning of year $34,226 · end of year $53,996
-
11 · Investments: publicly traded securities
beginning of year $2,463,310 · end of year $4,792,497
-
13 · Investments: program-related
beginning of year $2,263,597 · end of year $2,627,237
-
15 · Other assets
beginning of year $630,820 · end of year $495,185
-
17 · Accounts payable and accrued expenses
beginning of year $682,112 · end of year $806,882
-
19 · Deferred revenue
beginning of year $1,816,088 · end of year $2,857,866
-
25 · Other liabilities
beginning of year $755,910 · end of year $616,943
-
27 · Net assets without donor restrictions
beginning of year $5,899,584 · end of year $5,210,157
-
28 · Net assets with donor restrictions
beginning of year $1,070,641 · end of year $1,846,992
Mission and programs · 2023
Mission
OPTIMIZING HEALTH BY ADVANCING THE QUALITY OF MEDICATION USE.
-
THE ORGANIZATION'S PROGRAMS ARE THE FOLLOWING: 1) MEASURE DEVELOPMENT AND TESTING - PQA USES ITS RESOURCES TO CREATE AND DEVELOP PERFORMANCE MEASURES OF APPROPRIATE MEDICATION USE THAT CAN BE USED IN VARIOUS SETTINGS. THESE MEASURES RELATE TO PATIENTS' ADHERENCE TO MEDICATIONS USED TO TREAT CHRONIC DISEASES, PATIENTS' USE OF APPROPRIATE MEDICATIONS TO AVOID RISK TO THE ELDERLY POPULATION, AND ALSO MEASURES TO ADDRESS APPROPRIATE USE OF SEVERAL SPECIFIC THERAPEUTIC CATEGORIES OF MEDICATIONS, THAT TEND TO BE OVERUSED; 2) PQA ALSO SUPPORTS PROJECTS THAT UTILIZE PERFORMANCE MEASURES AND CREATE INTERVENTIONS THAT CAN BE USED AT THE POINT OF CARE TO DRIVE IMPROVEMENTS IN QUALITY AND PATIENT CARE.
Expenses $2,237,599 · Revenue $2,599,414
-
MEASURE CONCEPTS FOR NEW DEVELOPMENT ARE IDENTIFIED THROUGH ENVIRONMENTAL SCANS AND THEN PRIORITIZED BY PQA STAFF WITH INPUT FROM MEMBERS. CONCEPTS SELECTED FOR DEVELOPMENT ALIGN WITH NATIONAL PRIORITIES, REPRESENT AREAS WHERE THERE ARE CLINICAL AND MEASUREMENT GAPS, AND HAVE THE GREATEST POTENTIAL FOR ADOPTION IN EXISTING MEASURE SETS AND PERFORMANCE SYSTEMS.
Expenses $623,614
-
AS A QUALITY MEASURE RESEARCHER, PQA IS ENGAGED IN A WIDE VARIETY OF PROJECTS AND INITIATIVES POSITIONED ON INTERDISCIPLINARY COLLABORATION WITH MEMBER ORGANIZATIONS AND QUALITY STAKEHOLDERS. AS A HEALTHCARE QUALITY EDUCATOR, PQA OFFERS A WIDE RANGE OF LEARNING AND EDUCATION OPPORTUNITIES TO MEMBERS. THE GOAL OF OUR MEMBER EDUCATION PROGRAM IS TO PROMOTE THE USE AND IMPACT OF PQA MEASURES AND OTHER HEALTHCARE QUALITY TOPICS. MEMBERS CAN ACCESS THE FULL ARCHIVES OF ALL EDUCATIONAL MATERIALS ON THE MEMBER PORTAL.
Expenses $1,860,145
As filed on the 2023 return.
Listed in Part VII
-
Christopher PowersCHRISTOPHER POWERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael TadayMICHAEL TADAY
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mike DuteauMIKE DUTEAU
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Rick GatesRICK GATES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Susan CantrellSUSAN CANTRELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Sharon JhawarSHARON JHAWAR
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lou DallagoLOU DALLAGO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vikki AhernVIKKI AHERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sheila ArquetteSHEILA ARQUETTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lida EtemadLIDA ETEMAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer Van MeterJENNIFER VAN METER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff RochonJEFF ROCHON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda Garrelts MacLeanLINDA GARRELTS MACLEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Micah CostMICAH COST
CHIEF EXECUTIVE OFFICER
- Total calculated
- $472,482
- From this org
- $416,000
- From related orgs
- $0
- Other
- $56,482
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $351,000
- Bonus
- $65,000
- Other
- $0
- Deferred
- $45,000
- Nontaxable benefits
- $11,482
- Filer's total
- $472,482
-
Shantanu AgrawalSHANTANU AGRAWAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matt OsterhausMATT OSTERHAUS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurin DixonLAURIN DIXON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jw HillJW HILL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tricia Lee RolleTRICIA LEE ROLLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amina AbubakarAMINA ABUBAKAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ilisa BernsteinILISA BERNSTEIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ceci ConnollyCECI CONNOLLY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michelle KetchamMICHELLE KETCHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim KirbyJIM KIRBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian NightengaleBRIAN NIGHTENGALE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Melissa ViscovichMELISSA VISCOVICH
CHIEF OPERATING OFFICER
- Total calculated
- $184,520
- From this org
- $168,526
- From related orgs
- $0
- Other
- $15,994
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,526
- Bonus
- $15,000
- Other
- $0
- Deferred
- $10,417
- Nontaxable benefits
- $5,577
- Filer's total
- $184,520
-
Donald R SchmitzDONALD R SCHMITZ
CHIEF ENGAGEMENT OFFICER
- Total calculated
- $279,867
- From this org
- $224,334
- From related orgs
- $0
- Other
- $55,533
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $201,901
- Bonus
- $22,433
- Other
- $0
- Deferred
- $45,000
- Nontaxable benefits
- $10,533
- Filer's total
- $279,867
-
Lynn PezzulloLYNN PEZZULLO
SENIOR DIRECTOR, QUALITY INNOVATION
- Total calculated
- $264,999
- From this org
- $216,350
- From related orgs
- $0
- Other
- $48,649
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,576
- Bonus
- $21,774
- Other
- $0
- Deferred
- $30,000
- Nontaxable benefits
- $18,649
- Filer's total
- $264,999
-
Lisa HinesLISA HINES
CHIEF QUALITY AND INNOVATI
- Total calculated
- $329,030
- From this org
- $266,513
- From related orgs
- $0
- Other
- $62,517
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $238,703
- Bonus
- $27,810
- Other
- $0
- Deferred
- $45,000
- Nontaxable benefits
- $17,517
- Filer's total
- $329,030
-
Melissa Castora-BinkleyMELISSA CASTORA-BINKLEY
SENIOR DIRECTOR OF RESEARCH
- Total calculated
- $223,866
- From this org
- $183,199
- From related orgs
- $0
- Other
- $40,667
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,440
- Bonus
- $18,759
- Other
- $0
- Deferred
- $22,500
- Nontaxable benefits
- $18,167
- Filer's total
- $223,866
-
Loren KirkLOREN KIRK
SENIOR DIRECTOR OF STRATEGIC PARTNERSHIPS
- Total calculated
- $195,649
- From this org
- $178,847
- From related orgs
- $0
- Other
- $16,802
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,298
- Bonus
- $17,549
- Other
- $0
- Deferred
- $11,291
- Nontaxable benefits
- $5,511
- Filer's total
- $195,649
-
Jacqueline GreenJACQUELINE GREEN
FORMER CHIEF OPERATING OFFICER
- Total calculated
- $230,505
- From this org
- $141,546
- From related orgs
- $0
- Other
- $88,959
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $0
- Bonus
- $0
- Other
- $141,546
- Deferred
- $88,959
- Nontaxable benefits
- $0
- Filer's total
- $230,505
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
PHARMACY QUALITY SOLUTIONS
C · PHARMACY SOLUTIONS · DE · 51% owned · share of income $5,604,869 · share of assets $3,837,731
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 September 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442579349300814
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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