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Nonprofiteer
← PHYSICIANS LEADERSHIP ACADEMY

Form 990 for tax year 2024

Filed by PHYSICIANS LEADERSHIP ACADEMY.

Totals

Total revenue
$440,115
Total expenses
$443,445
Contributions and grants received
$316,347
Grants paid
$0
Program service revenue
$120,362
Investment income
$0
Other revenue
$3,406
Total assets, end of year
$200,435
Total liabilities, end of year
$103,279
Net assets or fund balances, end of year
$97,156
Program services expenses (Part IX)
$349,185
Management and general expenses
$94,260
Fundraising expenses
$0
Program service expenses (Part III)
$349,185

Program services were 78.7% 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.

  • 1d · Related organizations

    $302,000

  • 1f · All other contributions, gifts and grants

    $14,347

  • 2a · Program service revenue: TUITION

    total $120,362 · related or exempt $120,362

  • 11a · Other revenue: ALUMNI CELEBRATION

    total $3,406 · related or exempt $3,406

  • 11e · Other revenue, total

    $3,406

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $21 · management and general $21

  • 11c · Fees: accounting

    total $16,053 · management and general $16,053

  • 11g · Fees: other

    total $83,182 · program services $82,816 · management and general $366

  • 13 · Office expenses

    total $5,032 · program services $4,414 · management and general $618

  • 16 · Occupancy

    total $19,117 · program services $6,658 · management and general $12,459

  • 19 · Conferences, conventions and meetings

    total $106,298 · program services $106,036 · management and general $262

  • 22 · Depreciation, depletion and amortization

    total $397 · management and general $397

  • 24a · Other expenses: SALARY ALLOCATION/REIMB

    total $212,024 · program services $149,261 · management and general $62,763

  • 24b · Other expenses: TAXES & LICENSES

    total $1,181 · management and general $1,181

  • 24c · Other expenses: AUTO ALLOWANCE

    total $140 · management and general $140

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $205,941 · end of year $189,831

  • 4 · Accounts receivable

    beginning of year $2,750 · end of year $5,600

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,779 · end of year $4,309

  • 10a · Land, buildings and equipment: cost or other basis

    $1,191

  • 10b · Land, buildings and equipment: accumulated depreciation

    $496

  • 10c · Land, buildings and equipment, net

    beginning of year $1,092 · end of year $695

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,442 · end of year $17,932

  • 19 · Deferred revenue

    beginning of year $80,667 · end of year $68,000

  • 25 · Other liabilities

    beginning of year $23,967 · end of year $17,347

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $100,486 · end of year $97,156

Mission and programs · 2024

Mission

THE PURPOSE OF THE PHYSICIANS LEADERSHIP ACADEMY IS TO PROVIDE MINDFUL LEADERSHIP TRAINING TO IMPROVE THE LIVES OF PHYSICIANS, THEIR PATIENTS, AND THE COMMUNITY.

Activities or mission (Part I)

TO SUPPORT PHYSICIANS THROUGH MINDFUL LEADERSHIP TRAINING.

  • THE PHYSICIANS LEADERSHIP ACADEMY (PLA) RECONNECTS PRACTICING PHYSICIANS WITH THEIR ORIGINAL PURPOSE AND IN DOING SO CREATES AUTHENTIC LEADERSHIP. THE PLA FOCUSES ON THREE PRIMARY AREAS: EMOTIONAL INTELLIGENCE, SOCIAL INTELLIGENCE AND COGNITIVE CAPACITY.

    Expenses $349,185 · Revenue $123,768

As filed on the 2024 return.

Listed in Part VII

  • Jason Mellilo MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dawn Prall MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Maria Courser MD

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Bell MD

    TRUSTEE

    Total calculated
    $3,881
    From this org
    $3,881
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Marc L Parnes MD

    TRUSTEE

    Total calculated
    $8,500
    From this org
    $8,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 4 related

  • Douglas Finnie MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Schnackel MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christina Chan MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Lottes Do

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ruth Mullowney-Agra MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jody Gerome Zuchowski MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Diane Brogan-Habash PhD

    TRUSTEE- PART YEAR

    Total calculated
    $0
    Hours/week
    1

  • Robert E Falcone MD

    CEO- PART YEAR

    Total calculated
    $304,969
    From this org
    $0
    From related orgs
    $303,604
    Other
    $1,365
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $303,604 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,365 related
    Filer's total
    $0 + $304,969 related

  • Tracy L Davidson

    CEO

    Total calculated
    $39,101
    From this org
    $0
    From related orgs
    $38,963
    Other
    $138
    Hours/week
    2 + 38 related

  • Laurie Hawkins

    CFO/COO

    Total calculated
    $206,991
    From this org
    $0
    From related orgs
    $163,136
    Other
    $43,855
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $163,136 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,983 related
    Nontaxable benefits
    $0 + $32,872 related
    Filer's total
    $0 + $206,991 related

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

None.

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

The filer's explanations (Part III)

PART I, LINE 3:
THE ORGANIZATION'S CEO IS COMPENSATED BY A RELATED ORGANIZATION. THE RELATED ORGANIZATION, THE COLUMBUS MEDICAL ASSOCIATION FOUNDATION, PERFORMS THE COMPENSATION REVIEW THROUGH THE CEO EVALUATION COMMITTEE AND USES AN EMPLOYMENT CONTRACT WITH BOARD APPROVAL.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • COLUMBUS MEDICAL ASSOCIATION

    501(C)(6) · ADVANCING COMMUNITY HEALTH THROUGH ADVOCACY, EDUCATION AND SERVICE · OH

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION

    501(C)(3) · SUPPORT INITIATIVES THAT IMPROVE THE HEALTH OF CENTRAL OHIO RESIDENTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • COLUMBUS MEDICAL ASSOCIATION FOUNDATION UNLIMITED

    501(C)(3) · FUND PHILANTHROPIC INTERESTS · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION FOUNDATION

  • COTS

    501(C)(3) · REDUCING INJURIES AND SAVING LIVES BY IMPROVING EMERGENCY SERVICES · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

  • PHYSICIANS CARE CONNECTION

    501(C)(3) · OPTIMIZING THE HEALTH OF THE MOST VULNERABLE IN CENTRAL OHIO · OH · controlled entity

    Directly controlled by COLUMBUS MEDICAL ASSOCIATION

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202523159349305362

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