2024-11-13T15:25:44-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 101 SOUTH 5TH STREET STE 2100 LOUISVILLE KY 40202 990 2023-01-01 610246800 KENTUCKY MEDICAL ASSOCIATION KENT 5024266200 9200 SHELBYVILLE RD 615 LOUISVILLE KY 40222 PATRICK T PADGETT EXECUTIVE VICE PRESIDENT 5024266200 2024-11-12 1 1 MELANIE MCPEAK P01346034 8885871719 2023 2024-10-15 13:58:12Z PATRICK T PADGETT 9200 SHELBYVILLE RD 615 LOUISVILLE KY 40222 2259313 0 X KYMA.ORG X 1929 KY THE KENTUCKY MEDICAL ASSOCIATION PROVIDES PHYSICIAN ADVOCACY THROUGH GOVERNMENTAL INTERACTION, LEGAL INTERVENTION, AND PUBLIC EDUCATION, AS WELL AS PROVIDING PHYSICIAN EDUCATION THROUGH PERIODIC WORKSHOPS/SEMINARS, AN ANNUAL CONVENTION WITH EDUCATIONAL SEMINARS, AND VARIOUS PUBLICATIONS. 38 38 12 200 9000 0 54125 18435 1078657 1806699 28038 128474 93237 204972 1254057 2158580 28667 30500 0 0 682618 1375102 0 0 0 570404 1006493 1281689 2412095 -27632 -253515 5897102 6167998 2298510 2461773 3598592 3706225 X THE KENTUCKY MEDICAL ASSOCIATION PROVIDES PHYSICIAN ADVOCACY THROUGH GOVERNMENTAL INTERACTION, LEGAL INTERVENTION, AND PUBLIC EDUCATION, AS WELL AS PROVIDING PHYSICIAN EDUCATION THROUGH PERIODIC WORKSHOPS/SEMINARS, AN ANNUAL CONVENTION WITH EDUCATIONAL SEMINARS, AND VARIOUS PUBLICATIONS. 0 0 ADVOCACY ACTIVITIES: THE KMA PROVIDES PHYSICIAN ADVOCACY THROUGH LEGISLATIVE ACTIVITIES AND LOBBYING FOR PHYSICIAN INTERESTS WITH THE STATE LEGISLATURE, AND THROUGH PUBLIC EDUCATION ACTIVITIES. ANNUAL CONVENTION: THE KMA PROVIDES PHYSICIAN EDUCATION AND INTERACTION BY WAY OF EDUCATIONAL SEMINARS AND OTHER MEETINGS AT AN ANNUAL CONVENTION. COMMUNICATION: THE KMA PROVIDES TIMELY INFORMATION ABOUT HEALTH CARE NEWS AND TRENDS TO PHYSICIANS IN KENTUCKY THROUGH SOCIAL MEDIA AND ELECTRONIC AND PRINT COMMUNICATIONS. THE KMA USES THOSE COMMUNICATION PLATFORMS TO PROVIDE IMPORTANT PUBLIC HEALTH INFORMATION TO PHYSICIANS AND THE PUBLIC. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 7 0 1 12 1 1 1 0 0 0 1 1 0 0 0 0 0 X 38 38 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 X PATRICK T PADGETT 5024266200 9200 SHELBYVILLE RD SUITE 615 LOUISVILLE KY 40222 MICHAEL K KUDUK MD PRESIDENT 4.00 X X 0 0 0 EVELYN MONTGOMERY JONES MD PRESIDENT-ELECT 1.00 X X 0 0 0 JIAPENG HUANG MD VICE PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER JONES MD SECRETARY 2.00 X X 0 0 0 CHRISTINE KO MD TREASURER 2.00 X X 0 0 0 ISMAEL W STEVENS JR MD BOARD CHAIR, 13TH DISTRICT TRUSTEE 1.00 X X 0 0 0 STEPHEN K TOADVINE MD BOARD VICE CHAIR, 9TH DISTRICT TRUSTEE 1.00 X X 0 0 0 ANITA FLEENOR-FORD MD TRUSTEE AT LARGE, 1ST DISTRICT TRUSTEE 1.00 X X 0 0 0 JOHN A GODFREY MD TRUSTEE AT LARGE, 4TH DISTRICT TRUSTEE 1.00 X X 0 0 0 MONALISA M TAILOR MD IMMEDIATE PAST PRESIDENT, AMA ALTERNATE DELEGATE 2.00 X X 0 0 0 DANESH MAZLOOMDOOST MD SPEAKER, HOUSE OF DELEGATES 2.00 X X 0 0 0 HEIDI KOENIG MD VICE SPEAKER, HOUSE OF DELEGATES 2.00 X X 0 0 0 SHIRISHKUMAR N PATEL MD 2ND DISTRICT TRUSTEE 1.00 X X 0 0 0 JAMES M DONLEY MD 3RD DISTRICT TRUSTEE 1.00 X X 0 0 0 ERIC F LYDON MD 5TH DISTRICT TRUSTEE 1.00 X X 0 0 0 DAVID A CIOCHETTY MD 6TH DISTRICT TRUSTEE 1.00 X X 0 0 0 MAMATA MAJMUNDAR MD 7TH DISTRICT TRUSTEE 1.00 X X 0 0 0 JAMES SCHACK MD 8TH DISTRICT TRUSTEE 1.00 X X 0 0 0 TUYEN T TRAN MD 10TH DISTRICT TRUSTEE 1.00 X X 0 0 0 JOHN M JOHNSTONE MD 11TH DISTRICT TRUSTEE 1.00 X X 0 0 0 REBECCA P CHATHAM MD 12TH DISTRICT TRUSTEE 1.00 X X 0 0 0 DON STACY MD 14TH DISTRICT TRUSTEE 1.00 X X 0 0 0 PHILIP B HURLEY MD 2ND DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 K JOHN YUN MD 4TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 ERIC FISHER MD 6TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 JAMES L BORDERS MD 10TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 WILLIAM H MITCHELL MD 11TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 DAVID L BRABON MD 12TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 J ROGER POTTER MD 13TH DISTRICT ALTERNATE TRUSTEE 1.00 X X 0 0 0 SHRIYA DODWANI PRESIDENT, MEDICAL STUDENT SECTION 2.00 X X 0 0 0 DAVID J BENSEMA MD AMA DELEGATE 2.00 X 0 0 0 J GREGORY COOPER MD AMA DELEGATE 2.00 X 0 0 0 JOHN L ROBERTS MD AMA DELEGATE 2.00 X 0 0 0 DONALD J SWIKERT MD AMA DELEGATE 2.00 X 0 0 0 SHAWN C JONES MD AMA ALTERNATE DELEGATE 2.00 X 0 0 0 NEAL J MOSER MD AMA ALTERNATE DELEGATE 2.00 X 0 0 0 R BRENT WRIGHT MD AMA ALTERNATE DELEGATE 2.00 X 0 0 0 ALEX THEBERT MD RESIDENT FELLOW SECTION 1.00 X 0 0 0 PATRICK T PADGETT EXECUTIVE VICE PRESIDENT 55.00 X 275069 0 30125 CORY MEADOWS DEPUTY EXECUTIVE VICE PRESIDENT 55.00 X 161921 0 16268 436990 0 46393 2 0 1 0 0 18435 18435 MEMBERSHIP DUES 900099 1666680 1666680 EDUCATION/SEMINARS 611430 125759 125759 PUBLICATIONS 900099 14260 5260 9000 1806699 117357 117357 86148 86148 111850 89491 11242 22359 -11242 11117 11117 SERVICE INCOME 900099 66369 66369 OTHER INCOME 900099 52455 52455 118824 2158580 1916523 9000 214622 30500 483383 727816 16991 60957 85955 7810 1600 122507 16069 61995 55705 66829 219633 28596 159262 22979 20265 COMMUNICATOR & OTHER PU 50996 LEADERSHIP PROGRAM 42992 EDUCATION 38812 MEMBERSHIP EXPENSES 21482 68961 2412095 1612041 1131600 571609 645603 34905 39992 31858 35461 276618 201581 99083 75037 3547606 4086067 0 154238 5897102 6167998 281885 262968 827829 735141 1188796 1463664 2298510 2461773 X 3411115 3519662 187477 186563 3598592 3706225 5897102 6167998 -253515 361148 0 X X 0 1 X 1 0 KPPAC 9200 SHELBYVILLE RD SUITE 615 LOUISVILLE KY 40222 611025456 8900 0 0 0 1666680 233335 233335 233335 4370 510 3860 204575 144962 59613 67673 56109 11564 75037 ACCRUED LIAB. - DEFERRED COMPENSATION 1283755 ACCRUED LIAB. - RETIREE INSURANCE 27104 OPERATING LEASE OBLIGATIONS 152805 1463664 X PART X, LINE 2: KMA IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE ("IRC"). THE KENTUCKY FOUNDATION FOR MEDICAL CARE, INC. IS ORGANIZED AS A NOT-FOR-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL TAXATION UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. CERTAIN ACTIVITIES OF THE ASSOCIATION PRODUCE UNRELATED BUSINESS TAXABLE INCOME. THESE ACTIVITIES, PRIMARILY ADVERTISING, GENERATED NO NET UNRELATED BUSINESS INCOME FOR 2023 AND 2022. THE ASSOCIATION RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING THE MORE LIKELY THAN NOT APPROACH AS DEFINED IN THE ASC. NO LIABILITY FOR UNCERTAIN TAX POSITIONS HAS BEEN RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 1 MCDOWELL HOUSE MUSEUM 125 S 2ND ST DANVILLE KY 40422 611147962 501(C)(3) 15000 0 GENERAL SUPPORT GREATER LOU MEDICAL SOCIETY 328 E MAIN ST LOUISVILLE KY 40202 610237560 501(C)(6) 6500 0 MARKETING 1 1 PART I, LINE 2: THE KMA BOARD OF TRUSTEES EVALUATES AND APPROVES GRANT FUNDS. PART II, LINE 1 FUNDS WERE PROVIDED TO THE MCDOWELL HOUSE MUSEUM TO AID IN OPERATION OF THE HISTORIC HOME, OFFICE, AND APOTHECARY OF DOCTOR EPHRAIM MCDOWELL. PART II, LINE 2 FUNDS FOR OPERATIONS WERE PROVIDED TO THE GREATER LOUISVILLE MEDICAL SOCIETY (GLMS), TO BE USED FOR COMBINED MARKETING FOR THE KMA AND GLMS. 1 X X X 0 1 0 PATRICK T PADGETT EXECUTIVE VICE PRESIDENT 275069 0 0 0 0 0 22490 0 7635 0 305194 0 0 0 CORY MEADOWS DEPUTY EXECUTIVE VICE PRESIDENT 141771 0 20150 0 0 0 12527 0 3741 0 178189 0 0 0 PART I, LINE 4B PATRICK PADGETT CONTRIBUTED $22,490 TO KMA'S 457(B) DEFERRED COMPENSATION PLAN DURING THE PERIOD 1/1/2023 - 12/31/2023. FORM 990, PART VI, SECTION A, LINE 6 THE KMA IS A VOLUNTARY PROFESSIONAL MEMBERSHIP ORGANIZATION OF PHYSICIANS WHOSE MEMBERS ELECT REPRESENTATIVES TO THE HOUSE OF DELEGATES, WHICH, IN TURN, ELECTS THE OFFICERS AND TRUSTEES OF THE BOARD OF TRUSTEES. DECISIONS BY THE BOARD MAY BE OVERTURNED BY THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION A, LINE 7A THE KMA IS A VOLUNTARY PROFESSIONAL MEMBERSHIP ORGANIZATION OF PHYSICIANS WHOSE MEMBERS ELECT REPRESENTATIVES TO THE HOUSE OF DELEGATES, WHICH, IN TURN, ELECTS THE OFFICERS AND TRUSTEES OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS BY THE BOARD MAY BE OVERTURNED BY THE HOUSE OF DELEGATES. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE EXECUTIVE VICE PRESIDENT PRIOR TO BEING FILED AND A COPY IS SUBMITTED TO EACH MEMBER OF THE BUDGET COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY REVIEW OF NEW CONTRACTS, AGREEMENTS AND ONGOING TRANSACTIONS. THE FOLLOWING ARE AMONG THE TYPES OF POTENTIAL CONFLICTS TO BE DISCLOSED BY ALL DIRECTORS TO THE CHAIR OF THE BOARD OF DIRECTORS: - ANY MATERIAL FINANCIAL OWNERSHIP INTEREST BY YOU OR AN IMMEDIATE FAMILY MEMBER IN A BUSINESS THAT FURNISHES GOODS OR SERVICES, OR IS SEEKING TO FURNISH GOODS OR SERVICES TO THE KMA. - ANY PERSONAL RELATIONSHIP, ACTIVITY OR INTEREST WHICH YOU BELIEVE MAY RAISE A CONFLICT OF INTEREST OR IMPAIR YOUR OBJECTIVITY ON KMA POLICIES OR ISSUES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT IS DETERMINED BY THE BUDGET COMMITTEE BY USE OF COMPARABLE DATA ON SIMILAR POSITIONS. EACH MEMBER OF THE BUDGET COMMITTEE IS INDEPENDENT OF THE EXECUTIVE VICE PRESIDENT AND THE COMPENSATION DECISION IS DOCUMENTED IN THE BUDGET. THE BOARD OF TRUSTEES HAS FINAL REVIEW AND APPROVAL OF THE BUDGET. FORM 990, PART VI, SECTION C, LINE 18 FORM 1024 FILED PRIOR TO JULY 15,1987, IS NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE KMA GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. KENTUCKY FOUNDATION FOR MEDICAL CARE 9200 SHELBYVILLE RD SUITE 615 LOUISVILLE KY 40222 237181728 CHARITY/EDUCATIONAL KY 501(C)(3) LINE 12A, I KENTUCKY MEDICAL ASSOCIATION 1 KENTUCKY PHYSICIANS POLITICAL ACTION COMMITTEE 9200 SHELBYVILLE RD SUITE 615 LOUISVILLE KY 40222 611025456 CANDIDATE SUPPORT KY 527 KENTUCKY MEDICAL ASSOCIATION 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 0 0 KENTUCKY FOUNDATION FOR MEDICAL CARE L 61596 COST