2026-07-24T13:55:28-05:00 2025-12-31 463330935 AVENSON HAMANN CPAS LLP 7421 BURNET ROAD 522 AUSTIN TX 78757 990 2025-01-01 571230153 PHYSICIANS ADVOCACY INSTITUTE INC PHYS 3125437955 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 KELLY KENNEY CEO 3125437955 2026-07-24 1 CATHERINE AVENSON P01259734 5126939131 2025 2025-03-06 01:10:19Z DUSTIN CORCORAN 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 4116660 0 X N/A X 2006 TX PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 10 10 1 0 0 0 0 0 0 0 2840363 16535 0 0 2840363 16535 0 0 0 0 504274 525971 0 0 0 1326898 1225898 1831172 1751869 1009191 -1735334 7828751 6538080 48790 36479 7779961 6501601 X PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 0 0 PAI WAS CREATED TO MONITOR COMPLIANCE WITH THE FEDERALLY-MANDATED SETTLEMENTS REACHED WITH NATIONAL FOR-PROFIT HEALTH INSURERS AND TO DEVELOP PROJECTS AND TOOLS FOR THE FUTURE THAT GUARANTEE THE VIABILITY OF PHYSICIANS' MEDICAL PRACTICES AND THE ABILITY OF PHYSICIANS TO DELIVER QUALITY PATIENT CARE. 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 16 0 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X THE ORGANIZATION 3125437955 401 W 15TH ST 10TH FLOOR AUSTIN TX 78701 DUSTIN CORCORAN PRESIDENT 1.00 X X 10000 0 0 CHARLES B SHANE DIRECTOR 1.00 X 0 0 0 MICHAEL J DARROUZET VICE PRESIDENT 1.00 X X 10000 0 0 RICHELE TAYLOR SECRETARY 1.00 X X 8000 0 0 HURSHELL E BAGGETT JR TREASURER 1.00 X X 2000 0 0 RUSS MILLER DIRECTOR 1.00 X 8000 0 0 AMY REYNOLDSON DIRECTOR 1.00 X 8000 0 0 JEREMY BONFINI DIRECTOR 1.00 X 8000 0 0 LAYNE GAKOS DIRECTOR 1.00 X 0 0 0 THOMAS LEE DIRECTOR 1.00 X 0 0 0 KELLY KENNEY EXECUTIVE DIRECTOR 40.00 X 414900 0 39990 468900 0 39990 1 0 1 0 HEALTHSPERIEN 129 PENNSYLVANIA AVE NW SUITE 1175 WASHINGTON DC 20004 ADVOCACY 302850 TEXAS MEDICAL ASSOCIATION 401 W 15TH ST AUSTIN TX 78701 FINANCE AND MANAGEMENT 175654 MCK CONSULTING LLC 10 PEQUOT CT MONROE CT 06468 ADVOCACY 156288 SALUBER STRATEGIES 201 HEMLOCK DR WHITE SULPHUR SPRINGS WV 24986 ADVOCACY 133057 STATE FEDERAL STRATEGIES 410 NORTH BOYLAN AVE SUITE 98 RALEIGH NC 27603 ADVOCACY 124800 5 336090 336090 3780570 4100125 -319555 -319555 -319555 16535 0 0 16535 X 508890 17081 12645 14800 11504 832360 10091 2084 59584 39677 15196 FINANCE SERVICE CONTRAC 175654 MEMBERSHIP DUES 50000 BANK FEES 1916 OTHER EXPENSES 387 1751869 138380 326872 30523 15011 52661 53684 7607187 6142513 7828751 6538080 48790 36479 48790 36479 X 7779961 6501601 7779961 6501601 7828751 6538080 -1735334 456974 0 X 0 1 X 1 0 0 0 0 60737 60737 PART III-B NO MEMBERSHIP DUES, ASSESSMENTS, OR SIMILAR AMOUNTS ARE COLLECTED. 0 PIMCO INCOME INST 1314009 F FEDERATED HERMES GOVT 2873275 F PIMCO INCOME I2 1955229 F 6142513 X 462005 456974 456974 5031 11504 11504 16535 1740365 0 1740365 11504 11504 1751869 PART X, LINE 2: THE MOST SIGNIFICANT TAX POSITIONS OF PAI ARE ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS INCOME TAX (UBIT). MANAGEMENT HAS DETERMINED THAT PAI HAD NO ACTIVITY SUBJECT TO UBIT DURING THE YEARS ENDED DECEMBER 31, 2025 AND 2024. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. X X 0 0 0 KELLY KENNEY EXECUTIVE DIRECTOR 414900 0 0 0 0 0 39990 0 0 0 454890 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT TEAM AND MADE AVAILABLE TO BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICT OF INTERESTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS REVIEWS THE CEO'S SALARY ANNUALLY TO MAKE COST OF LIVING ADJUSTMENTS AND BONUS DECISIONS. THE BOARD APPROVED THE CEO'S SALARY BASED ON THEIR FAMILIARITY WITH TYPICAL PAY RANGES IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 578,360. MACRA CONSULTANTS 240,000. SOCIETY PAYMENTS IN LIEU OF BOARD STIPENDS 14,000.