2023-11-15T10:18:23-06:00 2022-12-31 420714325 RSM US LLP 4 TIMES SQUARE NEW YORK NY 10036 990 2022-01-01 272280465 CLINICAL AND PATIENT EDUCATORS ASSOCIATION CLIN 3039534580 303 S BROADWAY SUITE 200-525 DENVER CO 80209 THOMAS RAMETTA PRESIDENT 3039534580 2023-11-14 1 THOMAS RAMETTA 999009999 0 LYNNE JOHNSON P00757336 2123721000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS RAMETTA 303 S BROADWAY SUITE 200-525 DENVER CO 80209 467713 0 X WWW.CPEA-ASSN.ORG X 2010 CO SEE SCHEDULE ODEVELOPING QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. 9 8 0 13 0 0 195000 467713 0 0 0 0 0 0 195000 467713 0 0 0 0 0 0 0 0 0 184983 407150 184983 407150 10017 60563 82888 248701 42988 148238 39900 100463 X SEE SCHEDULE OTHE ORGANIZATION'S MISSION IS TO 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. 0 0 63415 SEE SCHEDULE O.MANAGING THE RETINAL VEIN OCCLUSION PATIENT JOURNEY FROM DIAGNOSIS TO TREATMENT WAS AN ONLINE, ENDURING ACTIVITY HOSTED ON HEALIO FOR 1 CALENDAR YEAR. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) OUTLINE AN EVIDENCE-BASED APPROACH TO THE ASSESSMENT OF SYSTEMIC AND LOCAL RISK FACTORS FOR RETINAL VEIN OCCLUSION (RVO), (2) RECOGNIZE HOW RVO OUTCOMES ACHIEVED IN CLINICAL TRIALS CAN BE ATTAINED IN REAL WORK PRACTICE, (3) DISCUSS HOW MACHINE LEARNING AND SUB ANALYSES INFORM BETTER CLINICAL DECISION MAKING ON DOSING FREQUENCY AND TREATMENT OUTCOMES IN RVO PATIENTS, (4) EXAMINE HOW IMAGING INNOVATIONS CAN IMPROVE THE DIAGNOSIS AND MANAGEMENT OF RVO, AND (5) REVIEW CASE-SPECIFIC RVO MANAGEMENT PEARLS TO OPTIMIZE PATIENT CARE. THE ORGANIZATION PROVIDED 1.0 AMA PRA CATEGORY 1 CREDIT FOR THE ACTIVITY. 46375 SEE SCHEDULE O.GOING THE DISTANCE AGAIN: SUSTAINED THERAPIES FOR OCULAR INFLAMMATION WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN CHICAGO, IL. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) REVIEW DIAGNOSTIC STRATEGIES FOR CLASSIFYING UVEITIS, (2) IDENTIFY WHICH IMAGING FINDINGS WERE IMPORTANT FOR PATIENT MONITORING AND PROGNOSIS, (3) EVALUATE APPROACHES FOR MANAGING NONINFECTIOUS UVEITIS, (4) DESCRIBE THE BENEFITS AND RISKS OF UVEITIS STEROID IMPLANT OPTIONS BASED ON SPECIFIC PATIENT CHARACTERISTICS, AND (5) USE UVEITIS CASE DISCUSSIONS TO ASSESS HOW TRIAL RESULTS INFLUENCE CLINICAL PRACTICE. THE ORGANIZATION PROVIDED 1.5 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. 42500 SEE SCHEDULE O.THE CORNEAL PHYSICIAN SYMPOSIUM WAS A VIRTUAL SYMPOSIUM ON NOVEMBER 19, 2022. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) IDENTIFY THE PREOPERATIVE DIAGNOSTIC AND TREATMENT ALGORITHM FOR OCULAR SURFACE DISEASE (OSD), (2) EVALUATE THE IMPACT OF GLAUCOMA THERAPY ON THE OCULAR SURFACE, (3) RECOGNIZE THE MOST APPROPRIATE THERAPEUTIC OPTION FOR PATIENTS SUFFERING FROM OSD, (4) DESCRIBE HOW TO DIAGNOSE AND TREAT NEUROPATHIC EYE PAIN, NEUROTROPIC KERATITIS, AND THE ROLE OF IMMUNOSUPPRESSION AND SYSTEMIC TREATMENTS FOR ANTERIOR SEGMENT SURGERY, (5) DESCRIBE THE CURRENT STATE OF TOPOGRAPHY GUIDED AND WAVEFRONT GUIDED LASER VISION CORRECTION IN THE US, (6) EXAMINE THE FUTURE OF LASER VISION CORRECTION, (7) DESCRIBE THE CURRENT DIAGNOSTIC TOOLS, TREATMENT PROTOCOLS AND OUTCOMES FOR COLLAGEN CROSSLINKING, (8) RECOGNIZE THE SURGICAL TECHNIQUES FOR CHALLENGING CASES INCLUDING ENDOTHELIAL KERATOPLASTY, TECHNIQUES FOR COMBINED CORNEAL SURGERY COUPLED WITH COMPLEX CATARACT SURGICAL, AND OCULAR SURFACE RECONSTRUCTION, AND (9) DISCUSS THE MOST UP-TO-DATE DIAGNOSTIC AND TREATMENT APPROACHES TO INFECTIOUS KERATITIS. THE ORGANIZATION PROVIDED 6.0 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. 237828 OTHER PROGRAM EXPENSES THAT ARE NOT SPECIFICALLY ASSOCIATED WITH A PROGRAM SERVICE ACCOMPLISHMENTS. EXPENSES INCLUDING INFORMATION TECHNOLOGY, ACCREDITATION, AND MEMBERSHIP FEES. 237828 390118 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 9 8 0 0 0 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 RAMETTA THOMAS PRESIDENT 2.00 40.00 X X 0 1381967 37307 BAILEY DARLYNE CHAIR OF THE BOARD 3.00 15.00 X X 0 70000 0 POLIN THEODORE VICE CHAIR OF THE BOARD 2.00 10.00 X X 0 60000 0 CAMPBELL HUGH BOARD MEMBER 2.00 10.00 X 0 58333 0 MINCEY KAREN BOARD MEMBER 2.00 10.00 X 0 58333 0 WALL WILLIAMS SAUNDRA BOARD MEMBER 2.00 10.00 X 0 58333 0 BURGHARDT STEPHEN BOARD MEMBER 2.00 10.00 X 0 50000 0 HAWK CHRISTOPHER MD BOARD MEMBER 2.00 10.00 X 0 50000 0 MCDEVITT SHEILA BOARD MEMBER 2.00 10.00 X 0 50000 0 SCHAFFRATH ALEXANDRA TREASURER 2.00 40.00 X 0 721289 39181 ANZUONI NICOLE M SECRETARY 2.00 40.00 X 0 723231 20048 REESE JEFFREY B ASSISTANT CORPORATE SECRETARY 2.00 4.00 X 0 182553 3011 KENDALL SITARSKI LAURA K SR. COUNSEL(FORMER ASST.SEC. 6/3/17) 0.00 0.00 X 0 243288 1432 0 3707327 100979 0 1 1 0 IVISTA MEDICAL EDUCATION INC 3525 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 EDUCATIONAL PARTNER 360425 1 467713 467713 467713 0 0 0 380 380 9713 9713 5030 5030 1069 1069 3360 2520 840 EDUCATIONAL PROGRAMS 381098 381098 ACCREDITATION EXPENSE 6500 6500 407150 390118 17032 0 54888 138124 5000 55000 23000 55577 1699 1699 0 0 82888 248701 12988 61126 30000 87112 42988 148238 X 39900 100463 39900 100463 82888 248701 60563 0 X 0 1 X 1 0 X 429038 334191 170330 195000 467713 1596272 429038 334191 170330 195000 467713 1596272 1118673 477599 1596272 0.29920 0.16610 X CLINICAL AND PATIENT EDUCATORS ASSOCIATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC 170(B)(1)(A)(VI) BECAUSE IT SATISFIES THE FACTS AND CIRCUMSTANCES TEST SET FORTH IN TREAS. REG. 1.170A-9(F)(3). FIRST, THE ORGANIZATION SATISFIES THE THRESHOLD CRITERIA IN THE REGULATIONS; IT RECEIVES AT LEAST 10% OF ITS SUPPORT FROM THE GENERAL PUBLIC, AND IT CARRIES ON A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC. IN ADDITION, THEORGANIZATION MEETS THE FOLLOWING FACTORS ENUMERATED IN THE REGULATION AS BEING INDICATIVE OF PUBLIC SUPPORT:PERCENTAGE OF FINANCIAL SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(A)). DURING THE FIVE-YEAR PERIOD ENDING ON DECEMBER 31, 2022, THE PORTION OF THE ORGANIZATION'S SUPPORT THAT QUALIFIES AS ELIGIBLE PUBLIC SUPPORT IS 29.92% (SEE SCHEDULE A, PART II) FAR IN EXCESS OF THE 10% THRESHOLD.SOURCES OF SUPPORT (TREAS. REG. 1.170A-9(F)(3)(III)(B)). THE ORGANIZATION RECEIVES ITS PUBLIC SUPPORT FROM INDIVIDUALS AND ORGANIZATIONS WITHIN THE HEALTHCARE AND PHARMACEUTICAL INDUSTRIES, AND DOES NOT DEPEND ON A SINGLE DONOR FOR CONTRIBUTIONS OR GRANTS. REPRESENTATIVE GOVERNING BODY (TREAS. REG. 1.170A-9(F)(3)(III)(C)). THE ORGANIZATION IS GUIDED BY A BOARD COMPRISED OF A MAJORITY OF INDEPENDENT DIRECTORS. THE DIRECTORS HAVE EXPERTISE IN MEDICINE, EDUCATION, NOT-FOR-PROFIT MANAGEMENT, LAW, FINANCE AND INFORMATION TECHNOLOGY. THESE INDIVIDUALS ENSURE THAT THE ORGANIZATION OPERATES FOR THE INTERESTS OF THE HEALTHCARE PRACTITIONERS AND PATIENT COMMUNITIES IT SERVES AS OPPOSED TO THE PERSONAL OR PRIVATE INTERESTS OF ANY PARTICULAR DONOR OR GRANTOR.AVAILABILITY OF PUBLIC SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES (TREAS. REG. 1.170A-9(F)(3)(III)(D)). OVER THE PAST FIVE TAX YEARS, THE ORGANIZATION HAS BEEN DEVELOPING QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. THE ACTIVITIES PROVIDED BY THE ORGANIZATION ARE OPEN TO ALL OF THOSE IN THE GENERAL PUBLIC THAT HAVE AN INTEREST IN THE TOPICS ADDRESSED BY SUCH ACTIVITIES. SPECIFICALLY, THE ORGANIZATION PROVIDES EDUCATION PROGRAMS THAT 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1699 1699 0 0 X PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION THAT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") WHEREBY ONLY UNRELATED BUSINESS INCOME AS DEFINED BY SECTION 512(A)(1) OF THE IRC IS SUBJECT TO FEDERAL INCOME TAX. ANY TAX ON THE UNRELATED BUSINESS ACTIVITIES IS NOT SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. ACCORDINGLY, NO PROVISION OR LIABILITY FOR FEDERAL OR STATE INCOME TAXES IS RECORDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2022, 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 2019. 1 0 0 0 0 0 0 0 0 0 RAMETTA THOMAS PRESIDENT 0 661948 0 720019 0 0 0 6685 0 30622 0 1419274 0 0 SCHAFFRATH ALEXANDRA TREASURER 0 426869 0 294420 0 0 0 4411 0 34770 0 760470 0 0 ANZUONI NICOLE M SECRETARY 0 426334 0 296897 0 0 0 513 0 19535 0 743279 0 0 KENDALL SITARSKI LAURA K SR. COUNSEL(FORMER ASST.SEC. 6/3/17) 0 211272 0 32016 0 0 0 1075 0 357 0 244720 0 0 REESE JEFFREY B ASSISTANT CORPORATE SECRETARY 0 157924 0 24629 0 0 0 2270 0 741 0 185564 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 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 CONTEMPORANEOUSLY DOCUMENTED. 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 MAINTAINS A CONFLICT OF INTEREST POLICY TO PROTECT ITS INTEREST FOR ANY TRANSACTION THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE ORGANIZATION. ALL DIRECTORS 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 DIRECTORS. 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 HIMSELF OR HERSELF 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. DIRECTORS 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). 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