Civic Intelligence

The Advanced Practitioner Society for Hematology and Oncology Inc

990 • Fiscal year 2023 • EIN 46-5221441

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 04, 2024

Organization Profilewww.apsho.org
150 Mercer Street 336Hightstown, NJ 08520

(609) 832-3000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

78th percentile

0.50x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

79th percentile

0.53x

Higher debt load relative to revenue than 79% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE E • $1M-$5M nonprofits • Source year 2023

Asset Growth

93rd percentile

70%

Faster asset growth than 93% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

78th percentile

37%

Faster revenue growth than 78% of similar nonprofits.

2023 filings • NTEE E • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$3,703,656

Up $1,528,728 (+70%) from 2022

Net Assets

Up

$1,869,390

Up $965,725 (+107%) from 2022

Liabilities

Up

$1,834,266

Up $563,003 (+44%) from 2022

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin82nd percentile

Revenue

Up

$3,477,012

Up $946,782 (+37%) from 2022

Expenses

Up

$2,511,287

Up $414,129 (+20%) from 2022

Net Income

Up

$965,725

Up $532,653 (+123%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2021: $925,229Liabilities 2021: $973,701Net Assets 2021: -$48,4722021Assets 2022: $2,174,928Liabilities 2022: $1,271,263Net Assets 2022: $903,6652022Assets 2023: $3,703,656Liabilities 2023: $1,834,266Net Assets 2023: $1,869,3902023Assets 2024: $3,523,683Liabilities 2024: $625,608Net Assets 2024: $2,898,0752024

Highlighted filing

2023

Assets$3,703,656
Liabilities$1,834,266
Net Assets$1,869,390
Open 2023 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2021: $1,254,761Expenses 2021: $1,145,563Net Income 2021: $109,1982021Revenue 2022: $2,530,230Expenses 2022: $2,097,158Net Income 2022: $433,0722022Revenue 2023: $3,477,012Expenses 2023: $2,511,287Net Income 2023: $965,7252023Revenue 2024: $2,697,548Expenses 2024: $1,676,984Net Income 2024: $1,020,5642024

Highlighted filing

2023

Revenue$3,477,012
Expenses$2,511,287
Net Income$965,725
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 4, 2024
Return Version
2023v5.1
Gross Receipts
$3,477,012
Mission and Program Overview

Mission

To improve the quality of care for patients with cancer by supporting critical issues in educational, clinical, and professional development for advanced practitioners in hematology and oncology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,026,329$1,905,247▲ $878,918
Cash and Non-Interest-Bearing Accounts$279,526$813,666▲ $534,140
Accounts Receivable$322,870$288,123▼ $34,747
Land, Buildings, and Equipment, Net$1,384$0▼ $1,384
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,174,928$3,703,656▲ $1,528,728
Other Assets Total$544,819$696,620▲ $151,801
Liabilities
Accounts Payable and Accrued Expenses$21,324$1,371,317▲ $1,349,993
Deferred Revenue$565,557$435,730▼ $129,827
Other Liabilities$684,382$27,219▼ $657,163
Total Liabilities$1,271,263$1,834,266▲ $563,003
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$903,665$1,869,390▲ $965,725
Total Net Assets Fund Balance$903,665$1,869,390▲ $965,725
Total Liabilities and Net Assets / Fund Balance$2,174,928$3,703,656▲ $1,528,728

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$10,218$10,218
Equipment-$4,280$4,280
Leasehold Improvements-$1,585$1,585
Other Assets Org$724--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Lisa KottschadePresident
Andrew GuinigundoVice President
Amanda BartonBoard Member
Amy PierreBoard Member
Beth SandyBoard Member
Brianna HoffnerBoard Member
Carolyn GrandeBoard Member
Charlie LeeBoard Member
Haleigh E MistryBoard Member
Kate TaucherBoard Member
Wendy VogelExecutive Director
Yi Lisa HwaSecretary
Lorinda A CoombsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$372,055
Program Service Revenue
$2,397,684
Investment Income
$172
Other Revenue
$707,101
All Other Contributions
$1,500
Change in Net Assets
$965,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,511,287
Total Fundraising Expense$223,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$284,361-$284,361
Advertising$5,450-$223,569$229,019
Information Technology-$44,592-$44,592
Conferences and Meetings$31,010--$31,010
Travel-$29,441-$29,441
Other Expenses$559,533$16,452-$16,452
Occupancy-$13,937-$13,937
All Other Expenses$9,328$575-$9,903
Insurance-$8,595-$8,595
Fees for Services Accounting-$8,309-$8,309
Office Expenses-$4,027-$4,027
Fees for Services Other-$2,500-$2,500
Depreciation Depletion$1,384--$1,384
Total Functional Expenses$1,711,785$575,933$223,569$2,511,287
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$19,905
Due to Affiliate$7,314
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“THE BUSINESS OF THE ORGANIZATION IS CONDUCTED BY VARIOUS COMMITTEES COMPRISING OF MEMBER VOLUNTEERS. THIS WORK IS SUPPORTED BY THE STAFF OF THE ORGANIZATIONS MANAGEMENT COMPANY, BroadcastMed. BroadcastMed is a healthcare digital content and technology company that designs educational resources for practicing Nurse practitioners, physician assistants, pharmacists and other advanced practititoners by publishing the Journal of the Advanced Practitioner in Oncology and organizing JADPRO Live, APSHOs national conference. Broadcastmed provides management services for the organization.”

Form 990, Part VI, Section B, Line 11B

“After the board has approved the financial statements, the form 990 is completed bythe preparer and submitted to management. The document is reviewed by management andis then distributed to the board for review. Any comments or questions are presentedto management which communicates directly with the preparer.”

Form 990, Part VI, Section B, Line 12C

“All board members and employees are required to acknowledge the policy on an annualbasis and period reviews are conducted.”

Form 990, Part VI, Section C, Line 19

“All organization documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Advanced Practitioner Society for
EIN
46-5221441
Phone
6098323000
Address
150 Mercer Street 336, Hightstown, NJ 08520

Signing Officer

Name
Wendy Vogel
Title
Executive Director
Signed
2024-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Vogel
Formed
2014
Legal Domicile
Nj
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
75

Preparer

Firm
Nawrocki Smith LLP
Address
100 Motor Parkway Suite 580, Hauppauge, NY 11788
Preparer
Christopher Angotta
Phone
6317569500
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BUSINESS OF THE ORGANIZATION IS CONDUCTED BY VARIOUS COMMITTEES COMPRISING OF MEMBER VOLUNTEERS. THIS WORK IS SUPPORTED BY THE STAFF OF THE ORGANIZATIONS MANAGEMENT COMPANY, BroadcastMed. BroadcastMed is a healthcare digital content and technology company that designs educational resources for practicing Nurse practitioners, physician assistants, pharmacists and other advanced practititoners by publishing the Journal of the Advanced Practitioner in Oncology and organizing JADPRO Live, APSHOs national conference. Broadcastmed provides management services for the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFTER THE BOARD HAS APPROVED THE FINANCIAL STATEMENTS, THE FORM 990 IS COMPLETED BYTHE PREPARER AND SUBMITTED TO MANAGEMENT. THE DOCUMENT IS REVIEWED BY MANAGEMENT ANDIS THEN DISTRIBUTED TO THE BOARD FOR REVIEW. ANY COMMENTS OR QUESTIONS ARE PRESENTEDTO MANAGEMENT WHICH COMMUNICATES DIRECTLY WITH THE PREPARER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO ACKNOWLEDGE THE POLICY ON AN ANNUALBASIS AND PERIOD REVIEWS ARE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL ORGANIZATION DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,703,656
Liabilities
$1,834,266
Net assets
$1,869,390
Revenue
$3,477,012
Expenses
$2,511,287
Net income
$965,725
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.63$2.90$2.70$1.68$1.02
2023Detailed filing. Detailed filing data is available for this year.$3.70$1.83$1.87$3.48$2.51$0.97
2022Detailed filing. Detailed filing data is available for this year.$2.17$1.27$0.90$2.53$2.10$0.43
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.97$0.05$1.25$1.15$0.11