2025-07-29T09:52:34-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2024-01-01 860095708 ARIZONA MEDICAL ASSOCIATION INC ARIZ 6023476900 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 JAMES NACHBAR MD TREASURER 6023476900 2025-07-17 1 0 SHARLYNN GARZA P02038329 4808394900 2025-07-17 2024 2025-03-06 01:10:19Z JAMES NACHBAR MD 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 2048456 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. 27 26 19 26 2601 0 488229 464984 1409790 1256449 22532 45081 30741 31296 1951292 1797810 0 0 0 0 1342940 1362879 0 0 0 622520 594583 1965460 1957462 -14168 -159652 2289027 1937350 1060347 838951 1228680 1098399 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 SUPPORT FOR PRACTICE OPERATIONS. ARMA PRESENTS 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 STRATEGIES TO REDUCE SHORTAGES IN THE FUTURE. (CONTINUED ON SCHEDULE O)(4) ARMA HAS WORKED TO ADDRESS SOCIAL DETERMINANTS OF HEALTH BY LAUNCHING THE SDOH CENTER OF EXCELLENCE, A STEP-BY-STEP SCREENING TOOL FOR MEDICAL PRACTICES AND WORKED WITH A COHORT OF PRIVATE PRACTICES TO IMPLEMENT SDOH SCREENING WITH THEIR PATIENTS. 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 6 0 19 1 1 1 0 0 0 1 1 0 0 0 X 27 26 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X DOUG LAHER 8178769263 2401 W PEORIA AVENUE 315 PHOENIX AZ 85029 WILLIAM THOMPSON IMMEDIATE PAST PRESIDENT 1.00 1.00 X X 21758 0 0 JASON JAMESON PRESIDENT-ELECT 1.00 1.00 X X 0 0 0 NADEEM KAZI PRESIDENT 1.00 X X 0 0 0 JAMES NACHBAR TREASURER 1.00 X X 0 0 0 CORINNA SALDANHA SECRETARY 1.00 X X 0 0 0 ILANA ADDIS PIMA DIRECTOR 1.00 X 0 0 0 GRETCHEN ALEXANDER ARMPAC CHAIR 1.00 X 0 0 0 CHRISTOPHER BAILEY PIMA DIRECTOR 1.00 X 0 0 0 DAVID BALTAZAR AT-LARGE DIRECTOR 1.00 X 0 0 0 AJAY BHATNAGAR MARICOPA DIRECTOR 1.00 X 0 0 0 JENNIFER CODD MEDICAL STUDENT DIRECTOR 1.00 X 0 0 0 SARAH COLES RURAL DIRECTOR 1.00 X 0 0 0 RICARDO CORREA MARICOPA DIRECTOR 1.00 X 0 0 0 STEPHEN CURTIN AT-LARGE DIRECTOR 1.00 X 0 0 0 RONNIE DOWLING AMA DELEGATATION CHAIR 1.00 X 0 0 0 MICHAEL DUNN MARICOPA DIRECTOR 1.00 X 0 0 0 BRENDA GENTZ MARICOPA DIRECTOR 1.00 X 0 0 0 KATHERINE GLASER RURAL DIRECTOR 1.00 X 0 0 0 TIMOTHY GRAHAM AT-LARGE MEMBER OF EC 1.00 X 0 0 0 M ZUHDI JASSER AMA DELEGATE 1.00 X 0 0 0 BHARAT MAGU RURAL DIRECTOR 1.00 X 0 0 0 LAURA MERCER AT LARGE MEMBER EC 1.00 X 0 0 0 SARAH PATEL EARLIER CAREER DIRECTOR 1.00 X 0 0 0 VIKTORYA TANNENBAUM RESIDENT DIRECTOR 1.00 X 0 0 0 HEIDI TAVEL L&G CHAIR 1.00 X 0 0 0 ADAM THOMPSON MEDICAL STUDENT DIRECTOR 1.00 X 0 0 0 THOMAS VARKEY RESIDENT DIRECTOR 1.00 X 0 0 0 ELIZABETH DE BIE CEO 40.00 1.00 X 271050 0 10201 MECHELLE MOORE COO 40.00 1.00 X 114199 0 9985 407007 0 20186 2 0 1 0 0 43418 421566 1023 464984 MEMBERSHIP DUES 900099 894219 894219 ADMINISTRATIVE SERVICE 561000 268486 268486 ACCREDITATION FEES 900099 51890 51890 SEMINARS AND WORKSHOPS 900099 21070 21070 AHP 900099 20784 20784 1256449 39911 39911 255816 250359 287 5457 -287 5170 5170 OTHER INCOME 900099 28695 28695 JOURNAL ADVERTISING FE 541800 2601 2601 31296 1797810 1285144 2601 45081 427193 747661 106950 81075 80 17589 85000 7553 27032 24120 23537 114358 133153 183 17304 12091 MISCELLANEOUS EXPENSES 73200 BENEFIT PLAN ADMINISTRA 26154 LICENSES AND DUES 24673 TRAINING 8556 1957462 299917 104331 100017 35009 24637 11053 54041 42641 83481 44945 37621 38536 1170568 1148383 146581 135939 455645 421458 2289027 1937350 128176 85839 400030 229535 532141 523577 1060347 838951 X 1228680 1098399 1228680 1098399 2289027 1937350 X -159652 40013 -10642 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 894219 85000 85000 85000 83481 44945 38536 38536 INTEREST IN ARIZONA MEDICAL ASSOCIATION FOUNDATION 135939 C 135939 DEPOSITS 7616 DUE FROM AFFILIATE 26031 OPERATING LEASE RIGHT OF USE ASSETS 387811 421458 FINANCE LEASE LIABILITIES 3476 OPERATING LEASE LIABILITIES 520101 523577 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 251153 0 19897 0 0 0 0 0 10201 0 281251 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 2024, 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 2024 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 2024 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 -10,642. 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