2024-11-14T11:58:03-06:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990 2023-01-01 810741681 National PERT Consortium Inc NATI 6178727338 151 Amherst Street Nashua NH 03064 Tom Todoran MD Treasurer 6178727338 2024-11-12 1 0 Connor Smart P02285543 2078792100 2024-11-12 2023 2024-10-15 13:58:12Z Michelle Lanno 151 Amherst Street Nashua NH 03064 2298524 0 X www.pertconsortium.org X 2015 MA The National PERT Consortium is organized for the following purposes: to increase provider awareness and improve the diagnosis and management of pulmonary embolism and associated disorders in order to optimize outcomes for patients with this disease; to promote the training and establishment of pulmonary embolism response teams ("PERT") and their clinical application in institutional settings; to establish standards and regulations for the creation and ongoing performance of PERTs; to serve as a vehicle by which PERT Centers nationwide can convene in order to establish best practices for management of pulmonary embolism and associated disorders; and to establish and support PERTs through organizational and scientific meetings, presentations and academic publications. 25 25 3 60 0 0 624179 257809 1509932 2007074 1033 7891 -224056 -243758 1911088 2029016 389 0 0 0 632119 545018 0 0 133482 1049203 1218150 1681711 1763168 229377 265848 2417862 2055637 1546466 918393 871396 1137244 X The Organization seeks to coordinate and expedite the treatment of pulmonary embolus with a balanced team of physicians from a variety of specialties. This multi-disciplinary approach allows for the rapid evaluation of risks, formulation of a treatment plan, and mobilization of resources. 0 0 621512 0 398845 The Organization holds an annual National PERT Symposium and business meeting to (a) educate the medical community on the latest advances in the diagnosis, risk stratification and treatment of PE, (b) explore the science behind PE diagnosis and treatment, (c) share knowledge regarding PE management, (d) provide a forum for presentation of novel approaches to PE management as they arise, (e) recognize the potential complications from PE and how to prevent and treat them, (f) highlight unique patient populations and their specific treatment challenges, (g) promote and enhance coordinated, multidisciplinary care of PE patients, and (h) explore opportunities for quality improvement in PE management.(Continued on Schedule O)The Organization also presents satellite education symposia in partnership with existing peer organization conferences to (a) increase awareness of PE among providers for improving detection and management, (b) promote the concept of team-based management for PE (and PERTs specifically), (c) inform attendees of the latest options for patients with PE, (d) promote best practices and high-quality care for PE, and (e) encourage joining the Organization and participating in the PERT quality assurance database, educational programs, roundtables and other PERT activities. 485323 0 1608229 The Organization has established a comprehensive database, coalescing data from all participating PERT sites (anticipated to be more than 75 sites within two years), a large high-quality dataset, coordinated and owned by the organization (with data from each site owned by organization and the pert site). The database will allow sites to (a) enable quality improvement and benchmarking for individual institutions and practitioners to evaluate their own data (self-assessment), (b) compare their strategy and outcomes to treatment algorithms and combined outcomes at other sites, (c) utilize the information to improve/update practices at their own institution, and (d) access a large dataset to facilitate analysis and evaluate efficacy of various approaches and treatment modalities for PE (continued on Schedule O).Access to the database and its wealth of information is one of the multiple benefits that Member Institutions can take advantage of; membership value proposition is to gain support from others who support the Organization's mission at various levels and includes but is not limited to sponsorship opportunities, participation in special educational projects, membership on certain committees of the Organization and attendance to the annual Symposium event. Additionally, the Organization may generate program fees from collaborative PERT-related research agreements with unrelated entities. The Organization's research furthers the field of PE knowledge and promotes enhanced care and information. 1106835 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 0 1 1 0 MA X Michelle Lanno 6178727338 151 Amherst Street Nashua NH 03064 Lauren Baker PhD Director 1.00 X 0 0 0 Richard Channick MD Director 1.00 X 0 0 0 Wissam Jaber MD Director 1.00 X 0 0 0 James Horowitz MD Director 1.00 X 0 0 0 Menno Huisman MD Director 1.00 X 0 0 0 Scott Kaatz MD Director 1.00 X 0 0 0 Brent Keeling MD Director 1.00 X 0 0 0 Ted Killory Director 1.00 X 0 0 0 Andrew Klein MD Director (part year) 1.00 X 0 0 0 Stavros Konstantnides Director 1.00 X 0 0 0 Matt Langston MD Director 1.00 X 0 0 0 Robert Lookstein MD Director 1.00 X 0 0 0 Michael McDaniel MD Director (part year) 1.00 X 0 0 0 Soophia Naydenov MD Director 1.00 X 0 0 0 Kate Ardini Oldfield Director 1.00 X 0 0 0 Steve Pugilese MD Director 1.00 X 0 0 0 Mona Ranade MD Director 1.00 X 0 0 0 Ken Rosenfield MD Director (part year) 1.00 X 0 0 0 Juli Gardner Spencer Director 1.00 X 0 0 0 Seth Sokol MD Director 1.00 X 0 0 0 Dean Stratouly Director 1.00 X 0 0 0 Mae West MD Director 1.00 X 0 0 0 Alison Witkin MD Director 1.00 X 0 0 0 John Moriarty Board President Elect 1.00 X X 0 0 0 Rachel Rosovsky MD Board President 1.00 X X 0 0 0 Amy Ranier Board Chair 1.00 X X 0 0 0 Roy Smith MD Board Chair (part year) 1.00 X X 0 0 0 Mahir Elder MD Board Vice President 1.00 X X 0 0 0 Tom Todoran MD Treasurer 1.00 X X 0 0 0 Michelle Lanno Executive Director 40.00 X 335405 0 1080 Jamie Lynn Reed Project Manager 40.00 X 126773 0 600 462178 0 1680 2 0 1 0 Tyger Event Design and Productions 210 Lincoln Street Boston MA 02111 Event services 269508 1 186400 71409 257809 Memberships/database 541900 1369379 1369379 PERT Symposium 541900 351099 351099 Research agreements 541700 280781 280781 Miscellaneous Programs 541900 5815 5815 2007074 7891 7891 23750 186400 269508 -245758 -245758 2000 0 2000 2000 2029016 2007074 0 -235867 X 336485 152571 107703 76211 143781 65157 46036 32588 36687 19571 10592 6524 28065 14972 8103 4990 42548 42548 58630 58630 212504 154932 49072 8500 111115 81733 29382 210627 109928 96030 4669 37079 12895 24184 7194 7194 211308 172448 38860 269409 268953 456 1546 1546 2515 2515 Event accreditations 31675 31675 Conference management 22000 22000 1763168 1106835 522851 133482 948684 1156381 1276405 796472 131039 44172 12630 12630 1263 0 60471 58612 2417862 2055637 89938 64643 1456528 853750 1546466 918393 X 871396 1137244 871396 1137244 2417862 2055637 265848 0 X X 0 1 X 1 0 X 1302873 1600795 806 624179 257809 3786462 1302873 1600795 806 624179 257809 3786462 1665786 2120676 31 91 1033 7891 9046 3997 2000 5997 3801505 4936068 0.55790 0.56610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12630 12630 0 0 X 2306841 8317 269508 277825 2029016 0 2029016 2040993 8317 269508 277825 1763168 0 1763168 Part X, Line 2: The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. As such, no tax provisions have been made in the accompanying financial statements. The Organization has adopted provisions of the Financial Accounting Standards Board (FASB) in ASC Topic 740-10. The Organization's policy is to evaluate all tax positions on an annual basis in conjunction with the filing of the annual return of organization exempt from income tax. Interest and penalties assessed by income taxing authorities would be included in administrative expense. For 2023 and 2022, there were no penalties or interest assessed or paid. The Organization files informational returns in the U.S. federal and state jurisdictions. Part XI, Line 2d - Other Adjustments: Fundraising event expenses 269,508. Part XII, Line 2d - Other Adjustments: Fundraising event expenses 269,508. Gala 210150 186400 23750 53479 49800 5400 160829 210150 186400 23750 53479 49800 5400 160829 269508 -245758 X X X 0 0 0 0 0 0 0 0 0 Michelle Lanno Executive Director 335405 0 0 0 0 0 0 0 1080 0 336485 0 0 0 Form 990, Part VI, Section A, line 2 Dr. Brent Keeling and Amy Ranier, both of whom served on the Organization's Board during the period covered by this Form 990, share a family relationship. Form 990, Part VI, Section A, line 6 Members shall initially be elected by the directors at their initial meeting and thereafter by the Member Institutions of the corporation at a meeting of such members. Membership of the Corporation shall consist of the following classes: Institutional and Professional. Member Institutions. Institutional membership shall be limited to hospitals and other healthcare facilities and their respective affiliates ("Member Institutions") that have a pulmonary embolism response team (PERT) and that operate a PERT center as such may be defined and designated from time to time by the Consortium (a "PERT Center"). Member Institutions shall have the right to vote at all meetings of the corporation. Each Member Institution shall file with the Consortium, as least sixty (60) days prior to the annual meeting, the names of its delegates and alternate delegates for the purposes of exercising all of the membership rights on behalf of the Member Institution. Professional Members. Each Member Institution shall have the right to designate at least one Professional member per year. The total number of Professional members each Member Institution may designate each year shall be fixed by the Consortium from time to time. Professional membership shall be limited to physicians, technologists, advanced practitioners, and nurses who are actively working in the field pulmonary embolism at a PERT Center. Professional members are non-voting members of the corporation and shall otherwise have all the rights and privileges of membership as determined by the Board of Directors from time to time. Form 990, Part VI, Section A, line 7a Member Institutions shall have the right to elect Directors provided by the Organization's bylaws. Members may be removed with or without cause by a vote of two thirds (2/3) of the members then in office, or removed for cause by a vote of a majority of the Directors then in office. A Member Institution may be removed for cause only after reasonable notice and opportunity to be heard. In addition, Member Institutions may remove or add Professional members upon notice to the corporation. Except as otherwise provided by law, by the Articles of Organization, or by the Organization's Bylaws, the Board of Directors shall be elected at the annual meeting of the Members in the manner prescribed by law, by the Articles of Organization, and by the Bylaws. Nomination for election to the Board of Directors may be made by written nomination of the Members, the Nominating Committee or by self-nomination. No nomination will be presented to the general membership for voting without the consent of the proposed nominee. A Director may be removed with or without cause by vote of a majority of the Members then in office. Any vacancy in the Board of Directors may be filled by the Members or, in the absence of Member action, by a majority of the Directors then in office, although less than a quorum, or by a sole, remaining Director; except that vacancies resulting from enlargement of the Board of Directors may be filled only by the Members and not by the Directors. Form 990, Part VI, Section A, line 7b Member Institutions shall have such other powers and rights as the Directors may designate. Affairs of the Corporation shall be managed by the Board of Directors which shall have and may exercise all the powers of the Corporation, except those powers reserved to the Member Institutions by law, the Articles of Organization, or the Organization's Bylaws. The Organization's Bylaws may be amended or repealed upon the affirmative vote of the Member Institutions of the Corporation, provided that the substance of any such amendment is stated in the notice of the meeting of Member Institutions. Any Bylaw adopted by the Directors may be amended or repealed by the Member Institutions. Any transaction questioned on the ground of lack of authority, defective or irregular execution, adverse interest of a Director, officer, or Member, nondisclosure, miscomputation, or the application of improper principles or practices of accounting, or on any other grounds, may be ratified before or after judgment by the Board of Directors or by the Members entitled to vote; and, if so ratified, shall have the same force and effect as if the questioned transaction had been originally duly authorized, and such ratification shall be binding upon the corporation and shall constitute a bar to any claim or execution of any judgment in respect of such questioned transaction. Form 990, Part VI, Section B, line 11b The Organization's Form 990 is presented to the Board for review and approval before filing with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c The PERT Consortium conflict of interest policy is based on the basic tenet that transparency in the operations and decision-making of the organization is essential to the optimal functioning of the organization. To achieve the objective of avoiding any misunderstanding or doubts between and among members of the Consortium regarding the existence of possible conflicts, the conflicts policy is designed to be inclusive, straightforward, and easy to apply. The Organization requires its board members to disclose any situations where there might only be a potential conflict or simply the appearance of a possible conflict of interest. Accordingly, members shall promptly report to the Board of Directors any relationship they or immediate family members have of a personal, professional, or economic nature - including, but not limited to, any outside business interest, consulting relationship, speaking engagement arrangement, or other financial interest with an existing or potential PERT vendor or sponsor, or business competitor of such a sponsor, or any family or personal relationship (anything beyond friendship) - that potentially does or may create an interest that conflicts with the exclusive best interests of PERT. The curative for conflicts of interest is recusal by the member from decision making with regard to the subject matter that gives rise to the conflict. Form 990, Part VI, Section B, line 15 The Organization's Board of Directors reviews comparability data to determine the appropriate compensation of the Organization's executive director and financial manager. An officer shall be entitled to receive reasonable compensation for services if so determined by the Board of Directors and in such amounts as the Board of Directors may from time to time determine. Officers shall not be precluded from serving the corporation in any other capacity and receiving reasonable compensation for any such services in such amounts as the Board of Directors may from time to time determine. Form 990, Part VI, Section C, line 19 The Organization's governing documents and financial statements are available upon request. Form 990, Part IX, line 11g Contract services: Program service expenses 154,932. Management and general expenses 49,072. Fundraising expenses 8,500. Total expenses 212,504. Form 990, Part XII, Line 2c: The audit process did not change from the prior year.