2025-11-10T15:18:05-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2024-01-01 272280465 CLINICAL AND PATIENT EDUCATORS ASSOCIATION CLIN 3039534580 303 S BROADWAY SUITE 200-525 DENVER CO 80209 THOMAS RAMETTA PRESIDENT 3039534580 2025-11-10 1 1 MARY TORRETTA P00847851 7038477500 2024 2025-03-06 01:10:19Z THOMAS RAMETTA 303 S BROADWAY SUITE 200-525 DENVER CO 80209 432034 0 X WWW.CPEA-ASSN.ORG X 2010 CO SEE SCHEDULE O 11 10 0 15 0 0 587953 432034 0 0 0 0 0 0 587953 432034 0 0 0 0 0 0 0 0 0 541919 407796 541919 407796 46034 24238 300054 186011 153557 15276 146497 170735 X SEE SCHEDULE O 0 0 82286 0 0 SEE SCHEDULE O 72000 0 0 SEE SCHEDULE O 52800 0 0 SEE SCHEDULE O 198685 0 0 OTHER PROGRAM EXPENSES THAT ARE NOT SPECIFICALLY ASSOCIATED WITH PROGRAM SERVICE ACCOMPLISHMENTS: EXPENSES INCLUDING INFORMATION TECHNOLOGY, ACCREDITATION, AND MEMBERSHIP FEES. 198685 0 0 405771 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 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 THOMAS RAMETTA PRESIDENT 2.00 40.00 X X 0 1523217 15158 DARLYNE BAILEY PHD CHAIR OF THE BOARD 3.00 15.00 X X 0 75000 0 SAUNDRA WALL WILLIAMS VICE CHAIR OF THE BOARD (BEG 01/24) 2.00 10.00 X X 0 65000 0 STEPHEN BURGHARDT PHD BOARD TRUSTEE 2.00 10.00 X 0 55000 0 TERENCE BYRD BOARD TRUSTEE 2.00 10.00 X 0 55000 0 HUGH CAMPBELL BOARD TRUSTEE 2.00 10.00 X 0 55000 0 CHRISTOPHER HAWK MD BOARD TRUSTEE 2.00 10.00 X 0 55000 0 SHEILA MCDEVITT BOARD TRUSTEE 2.00 10.00 X 0 55000 0 KAREN MILLER JONES BOARD TRUSTEE (BEG 01/24) 2.00 10.00 X 0 55000 0 KAREN MINCEY BOARD TRUSTEE 2.00 10.00 X 0 55000 0 SHELLY COLLINS MD FAAP BOARD TRUSTEE (BEG 01/24) 2.00 10.00 X 0 55000 0 ALEXANDRA SCHAFFRATH TREASURER 2.00 40.00 X 0 829426 34561 NICOLE M ANZUONI SECRETARY 2.00 40.00 X 0 796252 26019 JEFFREY B REESE ASSISTANT SECRETARY 2.00 40.00 X 0 235172 3271 0 3964067 79009 0 0 1 0 IVISTA MEDICAL EDUCATION INC 3525 DEL MAR HEIGHTS RD SAN DIEGO CA 92130 EDUCATIONAL PARTNER 279000 1 50000 382034 432034 432034 0 0 0 205 205 977 977 3371 2528 843 EDUCATIONAL PROGRAMS 344243 344243 ACCREDITATION EXPENSE 57000 57000 MEMBERSHIP FEES 2000 2000 407796 405771 2025 0 146911 186011 25000 0 128143 0 1699 1699 0 0 300054 186011 25523 276 128034 15000 153557 15276 X 146497 170735 146497 170735 300054 186011 24238 0 X 0 1 X 1 0 X 170330 195000 467713 587953 432034 1853030 170330 195000 467713 587953 432034 1853030 1107494 745536 1853030 0.40230 0.36510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1699 1699 0 0 0 X PART X, LINE 2: THE FASB REQUIRES MANAGEMENT TO ANNUALLY EVALUATE THE ORGANIZATION'S TAX POSITIONS, INCLUDING ACCOUNTING FOR AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. FOR THE YEAR ENDED DECEMBER 31, 2024, 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 2021. 0 0 0 0 0 0 0 0 0 THOMAS RAMETTA PRESIDENT 0 730314 0 792903 0 0 0 14570 0 588 0 1538375 0 0 ALEXANDRA SCHAFFRATH TREASURER 0 491823 0 337603 0 0 0 9279 0 25282 0 863987 0 0 NICOLE M ANZUONI SECRETARY 0 472557 0 323695 0 0 0 8812 0 17207 0 822271 0 0 JEFFREY B REESE ASSISTANT SECRETARY 0 204819 0 30353 0 0 0 2474 0 797 0 238443 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 HRBC (HUMAN RESOURCES, BENEFITS, & COMPENSATION) COMMITTEE OF ITS BOARD OF TRUSTEES, WHICH IS COMPRISED ENTIRELY OF INDEPENDENT TRUSTEES, 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 CONTEMPORANEOULSLY DOCUMENTED. FORM 990, PART I, LINE 1 DEVELOPING QUALITY, INNOVATIVE EDUCATION FOR HEALTHCARE PRACTITIONERS AND THE PATIENT COMMUNITIES THEY SERVE. FORM 990, PART III, LINE 1 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. FORM 990, PART III, LINE 4A OPTIMIZING EARLY DETECTION OF NONALCOHOLIC STEATOHEPATITIS (NASH) WAS AN ONLINE PATIENT-CENTERED INITIATIVE HOSTED ON CMEZONE FOR ONE CALENDAR YEAR. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) DESCRIBE KEY RISKS FOR THE DEVELOPMENT OF NASH, (2) SELECT APPROPRIATE NONINVASIVE DIAGNOSTIC TESTS TO STRATIFY RISK IN PATIENTS WITH NASH, (3) IDENTIFY CURRENT GUIDANCE-RECOMMENDED STRATEGIES FOR SCREENING, EVALUATION, AND REFERRAL OF PATIENTS WITH NASH, (4) DISCUSS HEALTH DISPARITIES THAT CONTINUE TO AFFECT UNDERSERVED POPULATIONS LIVING WITH NASH, AND (5) REVIEW INDIVIDUALIZED CARE PLANS INVOLVING EDUCATION, SUPPORT, AND EMPOWERMENT FOR PATIENTS WITH NASH. THE ORGANIZATION PROVIDED 0.5 AMERICAN MEDICAL ASSOCATION PHYSICIAN'S RECOGNITION AWARD (AMA PRA) CATEGORY 1 CREDITS FOR THE ACTIVITY. FORM 990, PART III, LINE 4B THE INNOVATE THYROID EYE DISEASE (TED) 2024 MULTIDISCIPLINARY SYMPOSIUM WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN NAPA VALLEY, CA. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) DISCUSS THE LATEST ADVANCES IN THE UNDERSTANDING OF THE MOLECULAR PATHOGENESIS OF TED, (2) IDENTIFY THE MECHANISM OF TED TO POTENTIAL THERAPEUTIC TARGETS, (3) DESCRIBE MOLECULAR TARGETS, EFFICACY, AND SAFETY OF NEW AND EMERGING TED THERAPIES, (4) REVIEW STRATEGIES TO PERSONALIZE TREATMENT OF PATIENTS WITH TED BASED ON PATIENT CHARACTERISTICS AND RISK OF ADVERSE EVENTS, AND (5) DETAIL THE BENEFITS OF INTERDISCIPLINARY CARE FOR TED, INCLUDING CO-MANAGEMENT STRATEGIES FOR ENDOCRINOLOGISTS AND OPTHALMOLOGISTS. THE ORGANIZATION PROVIDED 9.5 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. FORM 990, PART III, LINE 4C THE COLE EYE INSTITUTE IMAGING SUMMIT WAS A LIVE, IN-PERSON CONFERENCE, HOSTED IN STOCKHOLM, SWEDEN. THE GOALS OF THIS ACTIVITY WERE TO HELP LEARNERS: (1) REVIEW HOW IMAGING IS USED TO IDENTIFY EARLY RETINAL DISEASE, (2) DISCUSS ROLE OF AI-BASED IMAGING IN EARLY RETINAL DISEASE DETECTION, (3) IDENTIFY IMAGING MODALITIES TO MONITOR TREATMENT EFFECTIVENESS AND/OR FOLLOW DISEASE PROGRESSSION, (4) DESCRIBE HOW TO OPTIMIZE THE USE OF IMAGING AND AI IN CLINICAL PRACTICE, AND (5) EXPLAIN HOW IMAGING COMBINED WITH GENETIC SEQUENCING CAN DIFFERENTIALLY DIAGNOSE INHERITED RETINAL DISORDERS. THE ORGANIZATION PROVIDED 2.75 AMA PRA CATEGORY 1 CREDITS FOR THE ACTIVITY. 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 FOLLOWS THE CONFLICT OF INTEREST POLICY OF A RELATED ORGANIZATION, UMA EDUCATION, INC. THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST POLICY TO PROTECT THE INTEGRITY OF THE ORGANIZATION, INCLUDING AS IT RELATES TO ANY TRANSACTION THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR TRUSTEE OF THE ORGANIZATION. ALL TRUSTEES 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 TRUSTEES. 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 THEMSELF 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. TRUSTEES 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). UMA EDUCATION INC 9309 NORTH FLORIDA AVENUE 100 TAMPA FL 33612 472578950 SCHOOL FL 501(C)(3) LINE 2 CLINICAL AND PATIENT EDUCATORS ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0