2024-06-18T14:55:26-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2023-01-01 860095708 ARIZONA MEDICAL ASSOCIATION INC ARIZ 6023476900 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 JAMES NACHBAR MD TREASURER 6023476900 2024-06-10 1 JAMES NACHBAR MD 999009999 0 SHARLYNN GARZA P02038329 4808394900 2024-06-06 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z JAMES NACHBAR MD 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 2246550 0 X WWW.AZMED.ORG X 1950 AZ THE ARIZONA MEDICAL ASSOCIATION IS THE STRONGEST ADVOCATE, ALLY, AND RESOURCE FOR ARIZONA'S PHYSICIANS AND PHYSICIANS-IN-TRAINING. TOGETHER, WE ARE FOSTERING THE PRACTICE OF MEDICINE, CHAMPIONING PATIENT CARE, AND STRENGTHENING THE COMMUNITIES WE SERVE. 31 29 21 40 7269 0 358531 488229 1422826 1409790 8947 22532 35761 30741 1826065 1951292 0 0 0 0 1379015 1342940 0 0 0 650057 622520 2029072 1965460 -203007 -14168 2144986 2289027 1037168 1060347 1107818 1228680 X THE ARIZONA MEDICAL ASSOCIATION IS THE STRONGEST ADVOCATE, ALLY, AND RESOURCE FOR ARIZONA'S PHYSICIANS AND PHYSICIANS-IN-TRAINING. TOGETHER, WE ARE FOSTERING THE PRACTICE OF MEDICINE, CHAMPIONING PATIENT CARE, AND STRENGTHENING THE COMMUNITIES WE SERVE. 0 0 ARMA SERVES THE INTEREST OF MEMBER PHYSICIANS IN ARIZONA. IN SERVING ITS MEMBERS, ARMA PROVIDES THE FOLLOWING ACTIVITIES: (1) ADVOCACY - ARMA REPRESENTS PHYSICIAN MEMBERS BEFORE THE LEGISLATURE AND STATE AGENCIES, HEALTH PLANS, MEDIA, AND GENERAL PUBLIC. ARMA IS ACTIVELY INVOLVED TO IMPROVE ACCESS TO CARE THROUGHOUT ARIZONA.(2) MEDICAL PRACTICE - ARMA OFFERS ASSESSMENTS, TRAINING, AND SUPPORT FOR PRACTICE OPERATIONS. ARMA PRESENTS A VARIETY OF EDUCATIONAL PROGRAMS AND ONLINE RESOURCES ON BUILDING ESSENTIAL PRACTICE OPERATIONAL SKILLS FOR ALL MEMBERS.(3) ARMA HAS BEEN A KEY LEADER IN ADDRESSING THE WORKFORCE SHORTAGES IN ARIZONA WORKING WITH OTHER HEALTHCARE STAKEHOLDERS AND THE STATE TO DETERMINE PLANS OF ACTION TO ADDRESS WORKFORCE SHORTAGES AND CREATE STRATEGIC TO REDUCE SHORTAGES IN THE FUTURE. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 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 1 1 0 0 1 11 0 21 1 1 1 0 0 0 1 1 0 0 0 X 31 29 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ELIZABETH DE BIE 6023476900 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 JENNIFER HARTMARK-HILL MD IMMEDIATE PAST PRESIDENT 1.00 0.00 X X 20302 0 0 WILLIAM THOMPSON MD PRESIDENT 1.00 1.00 X X 0 0 0 NADEEM KAZI MD PRESIDENT-ELECT 1.00 1.00 X X 0 0 0 JASON JAMESON MD SECRETARY 1.00 0.00 X X 0 0 0 JAMES NACHBAR MD TREASURER 1.00 0.00 X X 0 0 0 TIMOTHY BEGER MD AT-LARGE MEMBER EXECUTIVE COMMITTEE 1.00 1.00 X 0 0 0 TIMOTHY GRAHAM MD AT-LARGE MEMBER EXECUTIVE COMMITTEE 1.00 0.00 X 0 0 0 RONNIE DOWLING MD AMA DELEGATION CHAIR 1.00 0.00 X 0 0 0 HEIDI TAVEL MD CHAIR, L&G COMMITTEE 1.00 0.00 X 0 0 0 M ZUHDI JASSER MD AMA DELEGATE 1.00 0.00 X 0 0 0 GRETCHEN ALEXANDER MD ARMPAC CHAIR 1.00 0.00 X 0 0 0 DAVID BALTAZAR DO AT-LARGE DIRECTOR 1.00 0.00 X 0 0 0 DALE GUTHRIE MD AT-LARGE DIRECTOR 1.00 0.00 X 0 0 0 LAURA MERCER MD AT-LARGE DIRECTOR 1.00 0.00 X 0 0 0 RICARDO VERDINER MD AT-LARGE DIRECTOR 1.00 0.00 X 0 0 0 SARAH PATEL MD EARLY CAREER DIRECTOR 1.00 0.00 X 0 0 0 CORINNA SALDANHA DO MARICOPA DIRECTOR 1.00 0.00 X 0 0 0 RICARDO CORREA MD MARICOPA DIRECTOR 1.00 0.00 X 0 0 0 LEE ANN KELLEY MD MARICOPA DIRECTOR 1.00 0.00 X 0 0 0 BRENDA GENTZ MD MARICOPA DIRECTOR 1.00 0.00 X 0 0 0 CARLEEN CUEVAS MEDICAL STUDENT DIRECTOR 1.00 0.00 X 0 0 0 ESHAAN KASHYAP MEDICAL STUDENT DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER BAILEY MD PIMA DIRECTOR 1.00 0.00 X 0 0 0 ROBERT AARONSON MD PIMA DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH BRAUNREUTHER MD RESIDENT DIRECTOR 1.00 0.00 X 0 0 0 VIKTORYA TANNENBAUM MD RESIDENT DIRECTOR 1.00 0.00 X 0 0 0 AJAY BHATNAGAR MD RURAL DIRECTOR 1.00 0.00 X 0 0 0 SARAH COLES MD RURAL DIRECTOR 1.00 0.00 X 0 0 0 KATHERINE GLASER MD RURAL DIRECTOR 1.00 0.00 X 0 0 0 BHARAT MAGU MD RURAL DIRECTOR 1.00 0.00 X 0 0 0 ELIZABETH DE BIE CEO 40.00 1.00 X X 251536 0 21134 AMANDA SHEINSON DIRECTOR OF GOVERNMENT RELATIONS 40.00 0.00 X 104217 0 10955 376055 0 32089 2 0 1 0 0 8535 479694 7210 488229 MEMBERSHIP DUES 900099 948196 948196 ADMINISTRATIVE SERVICE 561000 374203 374203 ACCREDITATION FEES 900099 45940 45940 SEMINARS AND WORKSHOPS 900099 26245 26245 AHP 900099 15206 15206 1409790 37336 37336 280454 294110 1148 -13656 -1148 -14804 -14804 OTHER INCOME 900099 23472 23472 JOURNAL ADVERTISING FE 541800 7269 7269 30741 1951292 1433262 7269 22532 292972 850797 120375 78796 7082 751 90000 6865 1756 16710 26309 20084 112433 93358 287 16424 13631 OTHER EXPENSES 94099 MISCELLANEOUS EXPENSES 67001 BENEFIT PLAN ADMINISTRA 26444 LICENSES AND DUES 18591 10695 1965460 163073 299917 100040 100017 70659 24637 32376 54041 78645 41024 36300 37621 1059909 1170568 105414 146581 577215 455645 2144986 2289027 152373 128176 304771 400030 580024 532141 1037168 1060347 X 1056837 1228680 50981 0 1107818 1228680 2144986 2289027 X -14168 93863 41167 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 948196 90000 90000 90000 78645 41024 37621 37621 INTEREST IN ARIZONA MEDICAL ASSOCIATION FOUNDATION 146581 C 146581 DEPOSITS 7616 DUE FROM AFFILIATE 2150 OPERATING LEASE RIGHT OF USE ASSETS 445879 455645 FINANCE LEASE LIABILITIES 7521 OPERATING LEASE LIABILITIES 524620 532141 X PART X, LINE 2: ARMA HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT COULD RESULT IN A MATERIAL IMPACT ON THE FINANCIAL POSITION OF ARMA OR CHANGES IN ITS NET ASSETS. X X X 0 0 0 ELIZABETH DE BIE CEO 233659 0 17877 0 0 0 12074 0 9060 0 272670 0 0 0 PART I, LINE 3 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S COMPENSATION ANNUALLY AFTER CONSIDERING DATA RELATED COMPARABLE POSITIONS AT OTHER TRADE ASSOCIATIONS. FORM 990, PART VI, SECTION A, LINE 6 DURING 2023, ARMA HAD MEMBERS IN THE FOLLOWING CLASSES: ACTIVE, FIFTY-YEAR CLUB, ASSOCIATE, SERVICE, AFFILIATE, AND HONORARY. ALL CLASSES HAVE SIMILAR DUTIES AND PRIVELEGES, EXCEPT ASSOCIATE AND HONORARY MEMBERS MAY NOT SERVE AS DELEGATES OR HOLD ANY ELECTIVE OR APPOINTIVE OFFICE. FORM 990, PART VI, SECTION A, LINE 7A ARMA ELIGIBLE MEMBERS VOTE TO ELECT THE BOARD OF DIRECTORS AS PER THE 2 YEAR PILOT PROGRAM INSTITUTED BY VOTE OF THE HOUSE OF DELEGATES AT THE JUNE 2023 ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS AND ELIGIBLE MEMBERS PER THE 2 YEAR PILOT PROGRAM APPROVED AT THE JUNE 2023 ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND THE SIGNING OFFICER REVIEW THE RETURN AND APPROVE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND COMMITTEE MEMBERS ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT EXISTS, THE MEMBERIS EXPECTED TO DISCLOSE THE RELATIONSHIP WITH THE BOARD/COMMITTEE. A MEMBER WITH A CONFLICT IS RESTRICTED FROM VOTING ON RELATED MATTERS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE CEO'S COMPENSATION ANNUALLY AFTER CONSIDERING DATA RELATED TO COMPARABLE POSITIONS AT OTHER TRADE ASSOCIATIONS. THIS PROCESS WAS LAST UNDERTAKEN IN THE CURRENT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ARMA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN (LOSS) ON INVESTMENT IN AFFILIATE 41,167. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ARIZONA MEDICAL ASSOCIATION FOUNDATION 2401 W PEORIA AVE SUITE 315 PHOENIX AZ 85029 237036794 MEDICAL STUDENT SCHOLARSHIPS AND LOANS AZ 501(C)(3) LINE 12A, I ARIZONA MEDICAL ASSOCIATION INC 1 0 0 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0