Form 990 for tax year 2023
Filed by PULMONARY HYPERTENSION ASSOCIATION INC.
Totals
- Total revenue
- $7,853,357
- Total expenses
- $7,471,678
- Contributions and grants received
- $5,889,956
- Grants paid
- $220,000
- Program service revenue
- $1,211,062
- Investment income
- $586,263
- Other revenue
- $166,076
- Total assets, end of year
- $24,525,243
- Total liabilities, end of year
- $3,623,305
- Net assets or fund balances, end of year
- $20,901,938
- Program services expenses (Part IX)
- $5,181,369
- Management and general expenses
- $1,379,335
- Fundraising expenses
- $910,974
- Program service expenses (Part III)
- $5,181,369
Program services were 69.3% 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.
-
1c · Fundraising events
$274,872
-
1e · Government grants (contributions)
$565,127
-
1f · All other contributions, gifts and grants
$5,049,957
-
2a · Program service revenue: MEMBERSHIP DUES
total $425,516 · related or exempt $425,516
-
2b · Program service revenue: ACCREDITATION INCOME
total $350,540 · related or exempt $350,540
-
2c · Program service revenue: MEETINGS AND REGISTRATION
total $234,306 · related or exempt $234,306
-
2d · Program service revenue: REGISTRY AND DATA ENGAGEMENT SERV
total $200,700 · related or exempt $200,700
-
3 · Investment income
total $589,936 · excluded $589,936
-
7a · Gross sales of assets other than inventory
securities $3,290,580
-
7b · Less cost or other basis and sales expenses
securities $3,294,253
-
7c · Gain or loss
securities -$3,673
-
7d · Net gain or loss
total -$3,673 · excluded -$3,673
-
8a · Fundraising events: gross income
$129,062
-
8a · Fundraising events: contributions included on line 1c
$274,872
-
8b · Fundraising events: direct expenses
$152,512
-
8c · Net income from fundraising events
total -$23,450 · excluded -$23,450
-
10a · Gross sales of inventory
$317
-
10b · Cost of goods sold
$11,510
-
10c · Net income from sales of inventory
total -$11,193 · excluded -$11,193
-
11a · Other revenue: ADVERTISING REVENUE
total $200,719 · unrelated business $166,819 · excluded $33,900
-
11e · Other revenue, total
$200,719
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $220,000 · program services $220,000
-
5 · Compensation of officers, directors and key employees
total $482,237 · program services $314,280 · management and general $91,896 · fundraising $76,061
-
7 · Other salaries and wages
total $2,676,022 · program services $1,743,585 · management and general $509,354 · fundraising $423,083
-
8 · Pension plan contributions
total $83,294 · program services $54,604 · management and general $16,334 · fundraising $12,356
-
9 · Other employee benefits
total $260,692 · program services $170,898 · management and general $51,122 · fundraising $38,672
-
10 · Payroll taxes
total $230,588 · program services $150,191 · management and general $43,415 · fundraising $36,982
-
11b · Fees: legal
total $21,684 · program services $15,395 · management and general $6,289
-
11c · Fees: accounting
total $28,307 · management and general $28,307
-
11d · Fees: lobbying
total $48,422 · program services $48,422
-
11f · Fees: investment management
total $65,948 · management and general $65,948
-
11g · Fees: other
total $517,588 · program services $421,541 · management and general $69,863 · fundraising $26,184
-
12 · Advertising and promotion
total $40,147 · program services $36,723 · fundraising $3,424
-
13 · Office expenses
total $292,870 · program services $144,046 · management and general $106,637 · fundraising $42,187
-
14 · Information technology
total $309,188 · program services $86,576 · management and general $167,134 · fundraising $55,478
-
16 · Occupancy
total $238,713 · program services $159,782 · management and general $35,957 · fundraising $42,974
-
17 · Travel
total $94,706 · program services $50,484 · management and general $16,217 · fundraising $28,005
-
19 · Conferences, conventions and meetings
total $748,629 · program services $685,468 · management and general $37,203 · fundraising $25,958
-
22 · Depreciation, depletion and amortization
total $99,834 · management and general $99,834
-
23 · Insurance
total $32,592 · program services $50 · management and general $32,542
-
24a · Other expenses: PROGRAM EXPENSE
total $449,678 · program services $351,696 · fundraising $97,982
-
24b · Other expenses: MEDICAL EDUCATION
total $414,342 · program services $414,342
-
24c · Other expenses: ACCREDITATION FEES
total $104,388 · program services $104,388
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $11,809 · program services $8,898 · management and general $1,283 · fundraising $1,628
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,779,984 · end of year $1,898,517
-
2 · Savings and temporary cash investments
beginning of year $1,058,218 · end of year $128,777
-
3 · Pledges and grants receivable
beginning of year $682,105 · end of year $1,160,864
-
4 · Accounts receivable
beginning of year $189,000 · end of year $82,979
-
8 · Inventories for sale or use
beginning of year $11,510 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $145,451 · end of year $234,162
-
10a · Land, buildings and equipment: cost or other basis
$1,251,080
-
10b · Land, buildings and equipment: accumulated depreciation
$657,145
-
10c · Land, buildings and equipment, net
beginning of year $693,769 · end of year $593,935
-
11 · Investments: publicly traded securities
beginning of year $16,363,694 · end of year $18,676,539
-
12 · Investments: other securities
beginning of year $0 · end of year $223,812
-
15 · Other assets
beginning of year $1,715,613 · end of year $1,525,658
-
17 · Accounts payable and accrued expenses
beginning of year $653,443 · end of year $770,321
-
18 · Grants payable
beginning of year $80,000 · end of year $0
-
19 · Deferred revenue
beginning of year $438,750 · end of year $649,695
-
25 · Other liabilities
beginning of year $2,433,094 · end of year $2,203,289
-
27 · Net assets without donor restrictions
beginning of year $7,194,341 · end of year $9,399,350
-
28 · Net assets with donor restrictions
beginning of year $11,839,716 · end of year $11,502,588
Mission and programs · 2023
Mission
TO EXTEND AND IMPROVE THE LIVES OF THOSE AFFECTED BY PULMONARY HYPERTENSION (PH).
-
IN 2023, PHA PRODUCED A VARIETY OF EDUCATIONAL RESOURCES FOR PH PATIENTS AND THEIR FAMILIES INCLUDING 24 VIDEOS REPRESENTING A MIX OF LIVE WEBINARS AND PRE-RECORDED CONTENT, IN-PERSON LEARNING DAYS IN SAN DIEGO AND BOSTON, AND A SPANISH TRANSLATION OF OUR GUIDE FOR NEWLY DIAGNOSED PATIENTS, NAVIGATING PULMONARY HYPERTENSION. PHA SUPPORT GROUPS HELD 351 MEETINGS SERVING 4,353 ATTENDEES (NON-UNIQUE). VOLUNTEERS STAFFING PHA'S PATIENT-TO-PATINET SUPPORT LINE RESPONDED TO 100-150 CALLS PER MONTH, AND PHA LAUNCHED A 10TH VOLUNTEER-MODERATED FACEBOOK PAGE, THIS ONE FOCUING ON TRANSPLANT. PH ADVOCATES SENT MORE THAN 700 MESSAGES TO CONGRESS, REACHING 235 LEGISLATIVE OFFICES.
Expenses $4,415,808 · Grants $220,000 · Revenue $659,822
-
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 CONJUCNTION WITH ROUTINE PH CARE TEAMVISITS APPROXIMATELY EVERY 3-6 MONTHS. AT THE END OF 2023, THERE WERE 71 CENTERS PARTICIPATING AND 2,834 PATIENTS EVER ENROLLED IN PHAR.
Expenses $765,561 · Revenue $551,240
As filed on the 2023 return.
Listed in Part VII
-
Tony LahnstonTONY LAHNSTON
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Traci Stewart RN Msn ChfnTRACI STEWART RN MSN CHFN
CHAIR ELECT
- Total calculated
- $0
- Hours/week
- 3
-
Nicole M CreechNICOLE M CREECH
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Colleen ConnorCOLLEEN CONNOR
SECRETARY/ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Colleen Brunetti M Ed ChcCOLLEEN BRUNETTI M ED CHC
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Todd Bull MDTODD BULL MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Murali M Chakinala MD FccpMURALI M CHAKINALA MD FCCP
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Ramona Doyle MDRAMONA DOYLE MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Anna Ryan Hemnes MDANNA RYAN HEMNES MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Kimberly JacksonKIMBERLY JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Mitchell Koppelman PhDMITCHELL KOPPELMAN PHD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Mike LentzMIKE LENTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Michelle Ferdinand Liu MD MPH FaaMICHELLE FERDINAND LIU MD MPH FAA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Melissa Magness Msn Aprn Cnp-AcMELISSA MAGNESS MSN APRN CNP-AC
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Mike NapleMIKE NAPLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Monica PenarandaMONICA PENARANDA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Diane RamirezDIANE RAMIREZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Doug TaylorDOUG TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Delphine Yung MDDELPHINE YUNG MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Matt WallMATT WALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Jessie Kohler Esq Through June 2023JESSIE KOHLER ESQ THROUGH JUNE 2023
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Matias GranatoMATIAS GRANATO
PRESIDENT & CEO
- Total calculated
- $311,734
- From this org
- $299,744
- From related orgs
- $0
- Other
- $11,990
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $299,726
- Bonus
- $0
- Other
- $18
- Deferred
- $11,990
- Nontaxable benefits
- $0
- Filer's total
- $311,734
-
Teresita EspositoTERESITA ESPOSITO
VP - FINANCE & OPERATIONS
- Total calculated
- $170,503
- From this org
- $163,945
- From related orgs
- $0
- Other
- $6,558
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $163,945
- Bonus
- $0
- Other
- $0
- Deferred
- $6,558
- Nontaxable benefits
- $0
- Filer's total
- $170,503
-
Kevin HeyenKEVIN HEYEN
VP - DEVELOPMENT
- Total calculated
- $167,930
- From this org
- $161,471
- From related orgs
- $0
- Other
- $6,459
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $160,095
- Bonus
- $1,364
- Other
- $12
- Deferred
- $6,459
- Nontaxable benefits
- $0
- Filer's total
- $167,930
-
Elizabeth JoseloffELIZABETH JOSELOFF
VP - QUALITY CARE & RESEARCH
- Total calculated
- $172,100
- From this org
- $156,044
- From related orgs
- $0
- Other
- $16,056
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $152,294
- Bonus
- $3,722
- Other
- $28
- Deferred
- $6,242
- Nontaxable benefits
- $9,814
- Filer's total
- $172,100
-
Karen SmaaldersKAREN SMAALDERS
VP - COMMUNICATIONS & MARKETING
- Total calculated
- $156,898
- From this org
- $144,671
- From related orgs
- $0
- Other
- $12,227
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $143,534
- Bonus
- $1,061
- Other
- $76
- Deferred
- $5,787
- Nontaxable benefits
- $6,440
- Filer's total
- $156,898
-
Katherine KronerKATHERINE KRONER
VP - ADVOCACY & PATIENT ENGAGEMENT
- Total calculated
- $153,536
- From this org
- $147,631
- From related orgs
- $0
- Other
- $5,905
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $141,150
- Bonus
- $6,469
- Other
- $12
- Deferred
- $5,905
- Nontaxable benefits
- $0
- Filer's total
- $153,536
-
Lavina GroverLAVINA GROVER
VP - MEETINGS
- Total calculated
- $137,297
- From this org
- $132,016
- From related orgs
- $0
- Other
- $5,281
- Hours/week
- 37.5
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 survey or study
Answered no
- 4a · Severance or change-of-control payment
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403099349302560
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