2025-11-12T08:33:30-06:00 2024-12-31 881478669 CBIZ ADVISORS LLC 53 STATE STREET BOSTON MA 02109 990 2024-01-01 202028893 ALOSA HEALTH INC ALOS 6179485997 20 PARK PLAZA SUITE 821 BOSTON MA 02116 JERRY AVORN PRESIDENT 6179485997 2025-11-11 1 0 DOUGLAS FARRINGTON P00370668 6178075000 2025-11-11 2024 2025-03-06 01:10:19Z JERRY AVORN 20 PARK PLAZA SUITE 821 BOSTON MA 02116 6884887 0 X HTTP://ALOSAHEALTH.ORG X 2004 MA SEE SCHEDULE O 7 7 8 7 0 0 3223760 860023 5231321 5687556 382042 337308 0 0 8837123 6884887 0 0 0 0 1183597 1251030 0 0 0 6954825 4846713 8138422 6097743 698701 787144 10807437 9311522 3301459 907644 7505978 8403878 IMPROVE PATIENT OUTCOMES BY IDENTIFYING AND DISSEMINATING THE BEST EVIDENCE AVAILABLE, TO SUPPORT HEALTH CARE PROFESSIONALS IN PROVIDING OPTIMAL CARE FOR THEIR PATIENTS. 0 0 5562208 0 5636373 ALOSA HEALTH IS THE NATIONAL NONPROFIT LEADER IN DEVELOPING AND IMPLEMENTING PROGRAMS OF ACADEMIC DETAILING TO IMPROVE PRESCRIBING. WE BELIEVE THAT MEDICAL DECISIONS SHOULD BE BASED ON UNBIASED, EVIDENCE-BASED INFORMATION THAT HELPS PRESCRIBERS MAKE APPROPRIATE CLINICAL DECISIONS BASED ON THE BEST AVAILABLE DATA. THE MODEL USES SPECIALLY TRAINED CLINICAL EDUCATORS WHO MEET ONE-ON-ONE WITH PHYSICIANS, NURSE PRACTITIONERS, AND PHYSICIAN ASSISTANTS (AT THEIR PRACTICE LOCATIONS), TO DISCUSS THE MOST RECENT CLINICAL DATA ON A PARTICULAR PRIMARY CARE TOPIC. THIS APPROACH PROVIDES AN EFFECTIVE AND CONVENIENT WAY FOR PROVIDERS TO STAY UP-TO-DATE ON THE LATEST CLINICAL RESEARCH FINDINGS, WITH THE ULTIMATE GOAL OF IMPROVING PRESCRIBING DECISIONS AND PATIENT CARE. 5562208 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 81 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 MA X X PAUL FANIKOS 6179485997 20 PARK PLAZA SUITE 821 BOSTON MA 02116 JERRY AVORN PRESIDENT 2.00 X X 0 0 0 KAREN TUCKER TREASURER AND CLERK 0.30 X X 0 0 0 SALLY MCNAGNY DIRECTOR 0.30 X 0 0 0 JAMES ZUCKERNIK DIRECTOR 0.30 X 0 0 0 NITEESH CHOUDHRY DIRECTOR 0.30 X 0 0 0 WILL SHRANK DIRECTOR 0.30 X 0 0 0 JOE ROSS DIRECTOR 0.30 X 0 0 0 PAUL FANIKOS CHIEF OPERATING OFFICER 40.00 X 249528 0 17376 ELLEN DANCEL DIR OF CLINICAL MATERIALS 40.00 X 208440 0 6381 ANTONIO JOSE FIALHO DE MELO DIR OF CLINICAL EDUCATION 40.00 X 179160 0 24095 637128 0 47852 3 0 1 0 BAINSRX LLC 102 BIRCH CT NORTH WALES PA 19454 ACADEMIC DETAILING AND CONSULTING 203938 KELLY KRETZER 10916 WHITE DEER CIRCLE ORLAND PARK IL 60467 ACADEMIC DETAILING AND CONSULTING 196200 KATARINA FRANK 7610 TENBURY DR DUBLIN OH 43017 ACADEMIC DETAILING AND CONSULTING 175700 PAULA MCKINLEY PO BOX 13252 PITTSBURGH PA 15243 ACADEMIC DETAILING 142075 BONNIE NOLL-NELSON 143 SUNRISE COURT ALTOONA PA 16601 ACADEMIC DETAILING 140675 13 660023 200000 860023 CONTRACT REVENUE 621300 5636374 5636374 SERVICE FEES 611430 51182 51182 5687556 337308 337308 6884887 5687556 0 337308 X 266904 214227 52677 822429 660111 162318 24377 19566 4811 61686 49511 12175 75634 60707 14927 255 255 38504 38504 18000 18000 3548903 3517943 30960 326736 219126 107610 57772 22735 35037 80120 60373 19747 683952 683952 5016 5016 1965 1965 25863 19488 6375 PROFESSIONAL DEVELOPMEN 29771 29771 RECRUITING 28453 3948 24505 OTHER 1403 750 653 6097743 5562208 535535 0 9341440 7314349 1070458 933892 66492 77038 16667 14094 326 2573 217289 928047 11050 111432 44573 10807437 9311522 365164 234817 2936295 672827 3301459 907644 X 7505978 8403878 7505978 8403878 10807437 9311522 787144 110757 0 X 0 1 X 1 0 X 3420517 3154096 3939416 3223760 660023 14397812 3998968 2229558 2736847 5231321 5687556 19884250 7419485 5383654 6676263 8455081 6347579 34282062 0 3747811 1763788 2443053 7448020 5721604 21124276 3747811 1763788 2443053 7448020 5721604 21124276 13157786 1618237 40965 38973 382042 337308 2417525 1618237 40965 38973 382042 337308 2417525 9037722 5424619 6715236 8837123 6684887 36699587 0.35850 0.41310 0.06590 0.06150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 18000 18000 0 PART II-B, LINE 1: THE ORGANIZATION PAID A LOBBYIST FIRM ON A MONTHLY BASIS FOR ONGOING CONSULTING AND STRATEGY SERVICES. OVERALL COMPENSATION FOR CONSULTING SERVICES WAS $30,000, $18,000 OF WHICH HAS BEEN CLASSIFIED LOBBYING SERVICES. 4655 4655 0 12012 9439 2573 2573 MUTUAL FUNDS 928047 F 928047 REFUNDABLE ADVANCE 625600 OPERATING LEASE LIABILITY, 47227 672827 X 6995644 110757 110757 6884887 0 6884887 6097743 0 6097743 0 6097743 PART X, LINE 2: ALOSA OPERATES AS A PUBLICLY SUPPORTED TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM FEDERAL INCOME TAXES. ALOSA IS ALSO EXEMPT FROM MASSACHUSETTS INCOME TAX UNDER MASSACHUSETTS GENERAL LAW CHAPTER 180. IN ADDITION, ALOSA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). ALOSA EVALUATES ALL SIGNIFICANT TAX POSITIONS. AS OF DECEMBER 31, 2024 AND 2023, ALOSA DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT 12 MONTHS. ALOSA'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE 0 X 0 0 0 0 0 0 0 0 0 PAUL FANIKOS CHIEF OPERATING OFFICER 249528 0 0 0 0 0 15249 0 2127 0 266904 0 0 0 ELLEN DANCEL DIR OF CLINICAL MATERIALS 208440 0 0 0 0 0 4800 0 1581 0 214821 0 0 0 ANTONIO JOSE FIALHO DE MELO DIR OF CLINICAL EDUCATION 179160 0 0 0 0 0 8297 0 15798 0 203255 0 0 0 PART I, LINE 3: THE BOARD OF DIRECTORS WILL REVIEW THE PERFORMANCE AND COMPENSATION OF THE COO ANNUALLY. IT WILL BE SET COMMENSURATE WITH EXPERIENCE AND WITH EXECUTIVE SALARIES IN SIMILAR NONPROFITS. THE SALARY AND REVIEW THERE OF WILL BE DOCUMENTED IN THE PERSONNEL FILES BY THE BOARD CHAIR AND REFLECT THE CONSENSUS OF THE BOARD. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: IMPROVE PATIENT OUTCOMES BY IDENTIFYING AND DISSEMINATING THE BEST EVIDENCE AVAILABLE, TO SUPPORT HEALTH CARE PROFESSIONALS IN PROVIDING OPTIMAL CARE FOR THEIR PATIENTS. FORM 990, PART VI, SECTION A, LINE 2 JERRY AVORN AND KAREN TUCKER - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE COO REVIEWS THE FORM 990, THEN FORWARDS TO THE PRESIDENT FOR APPROVAL. EACH MEMBER OF THE BOARD OF DIRECTORS ALSO RECEIVES A COPY FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES ALL BOARD MEMBERS AND EMPLOYEES TO DISCLOSE ANNUALLY 1) COMPLIANCE WITH THE POLICY, AND 2) ANY POTENTIAL CONFLICTS OF INTEREST FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS WILL EVALUATE THE PERFORMANCE AND COMPENSATION OF DESIGNATED SENIOR LEADERSHIP POSITIONS (CEO, COO OR ED) ANNUALLY, AND COMPENSATION WILL BE SET COMMENSURATE WITH EXPERIENCE AND WITH EXECUTIVE SALARIES IN SIMILAR NONPROFITS. THE SALARY AND REVIEW THEREOF WILL BE DOCUMENTED IN THE PERSONNEL FILES BY THE BOARD CHAIR AND REFLECT THE CONSENSUS OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 990 AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. IN ADDITION, THE ORGANIZATION WILL PROVIDE DOCUMENTS UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONSULTING: PROGRAM SERVICE EXPENSES 403,839. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 403,839. DETAILER SERVICES: PROGRAM SERVICE EXPENSES 3,114,104. MANAGEMENT AND GENERAL EXPENSES 30,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,145,064.