Civic Intelligence

Ata Action

990 • Fiscal year 2022 • EIN 87-3520148

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 17, 2024

601 13th St NW 12th Floor STE 850Washington, DC 20005

(703) 373-9600

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.24x

Higher debt load relative to assets than 62% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.11x

Higher debt load relative to revenue than 39% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Net Margin

94th percentile

37%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$517,152

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 33.2% of source-year revenue.

2022 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

$751,048

No earlier filing loaded for comparison.

Net Assets

$572,243

No earlier filing loaded for comparison.

Liabilities

$178,805

No earlier filing loaded for comparison.

Revenue

$1,557,313

No earlier filing loaded for comparison.

Expenses

$983,851

No earlier filing loaded for comparison.

Net Income

$573,462

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2022: $751,048Liabilities 2022: $178,805Net Assets 2022: $572,2432022Assets 2023: $990,449Liabilities 2023: $463,299Net Assets 2023: $527,1502023Assets 2024: $595,323Liabilities 2024: $370,020Net Assets 2024: $225,3032024

Highlighted filing

2022

Assets$751,048
Liabilities$178,805
Net Assets$572,243

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,557,313Expenses 2022: $983,851Net Income 2022: $573,4622022Revenue 2023: $1,404,167Expenses 2023: $1,449,260Net Income 2023: -$45,0932023Revenue 2024: $1,253,834Expenses 2024: $1,555,681Net Income 2024: -$301,8472024

Highlighted filing

2022

Revenue$1,557,313
Expenses$983,851
Net Income$573,462
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 17, 2024
Return Version
2022v5.0
Gross Receipts
$1,557,313
Mission and Program Overview

Mission

ATA Action is working to ensure temporary flexibilities put in place during the COVID-19 public health emergency last at least through 2023, avoiding a telehealth cliff while working to make policies permanent.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$362,500$751,048▲ $388,548
Total Assets$362,500$751,048▲ $388,548
Liabilities
Deferred Revenue$362,500$175,000▼ $187,500
Accounts Payable and Accrued Expenses$1,219$2,680▲ $1,461
Other Liabilities-$1,125-
Total Liabilities$363,719$178,805▼ $184,914
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,219$572,243▲ $573,462
Total Net Assets Fund Balance$-1,219$572,243▲ $573,462
Total Liabilities and Net Assets / Fund Balance$362,500$751,048▲ $388,548
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristi HendersonChair
Sree ChaguturuChair-Elect
Joseph KvedarImmediate Past Chair
Andrea GelzerDirector
Darshak SanghaviDirector
Geeta NayyarDirector
James MaultDirector
John GlaserDirector
Julian HarrisDirector
Kavita PatelDirector
MJ Abdul-MajidDirector
Marc AdelsonDirector
Mike BairdDirector
Mona SiddiquiDirector
Murielle BeeneDirector
Nate LacktmanDirector
Sara PletcherDirector
Tania ElliotDirector
Kyle ZebleyExecutive Director
Ann Mond JohnsonCEO Ata
Yasmine WinklerSecretary
Joseph DeVivoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,557,313
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$573,462

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,557,313
Total Revenue per Audited Statements
$1,557,313
Total Revenue per Form 990
$1,557,313
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$616,579
Salaries, Compensation, and Employee Benefits$337,272
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Lobbying---$326,500
Other Salaries and Wages---$258,411
Fees for Services Other---$184,070
Other Employee Benefits---$78,861
Occupancy---$48,535
Grants to Domestic Orgs---$30,000
Information Technology---$25,681
Fees for Services Accounting---$16,200
Other Expenses$11,153--$11,153
Office Expenses---$2,249
Fees for Services Legal---$1,783
Travel---$408
Total Functional Expenses$0$0$0$983,851

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$983,851
Total Expenses per Audited Statements$983,851
Total Expenses per Form 990$983,851
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Telemedicine AssociationWashington, DC501c3Event Sponsorship$30,000
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

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$806,500
Total Nondeductible Lobbying and Political Cost$806,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to ATA$1,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

The Organization has members. Voting membership includes individuals and corporate members. The organization may offer voting memberships to representatives of corporate members. One designated representative from each corporation member shall receive on vote, up to three representatives of each circle members shall receive one vote.

Member election for additional members Part VI line 7A

The Board now manages the nomination and appointment of new board members.

Governing body decisions Part VI line 7B

The membership shall try to act by consensus. However, the vote of a majority of voting members in good standing, present, and entitled to vote at a meeting at which a quorum is present, shall be sufficient to constitute the act of the membership unless the vote of a greater number is required by law or the bylaws.

Form 990 governing body review Part VI line 11

The finance committee, in conjunction with the treasurer of the board and management, review the form 990 prior filing. Upon approval, the treasurer presents the form 990 to the full Board of Directors for final approval prior to file.

Conflict of interest policy compliance Part VI line 12C

All members of ATAs Board of Directors are asked to declare any personal or business interest in the related matters. This information will be made available to other members of the board. ATA will identify, review, and resolve all conflicts of interest that ate disclosed prior to the board meeting. Conflicts of interest are discussed at each board

CEO executive director top management comp Part VI line 15A

The executive committee reviews the CEOs compensation annually using comparability data and their recommendation is approved by the Board of Directors. The CEO reviews the staff salaries annually in conjunction with a review and staff evaluation.

Governing documents etc available to public Part VI line 19

The Association makes its bylaws available to the public on its website.

Filing and Contact Details

Filer

Filer Name
ATA Action
EIN
87-3520148
Address
601 13th St NW 12th Floor STE 850, Washington, DC 20005

Signing Officer

Name
Kyle Zebley
Title
Executive Direc
Phone
7033739600
Signed
2024-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kyle Zebley
Formed
2022
Legal Domicile
Dc
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
21

Preparer

Firm
Mullins PC
Address
7625 Wisconsin Avenue, Bethesda, MD 20814
Preparer
John Mullins
Phone
2027706371
Supplemental Narrative

Additional Explanations

List of other fees for services expenses Part IX line 11G

Consulting $435,290Other Professional $75,280

Financial Statement Notes

Footnote for uncertain tax position under FIN 48 (Part X)

The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, ATA may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of ATA and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement.There were no unrecognized tax benefits identified or recorded as liabilities for at year end.ATAs policy would be to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO ATA
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Immediate Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt21Treasurer
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IRS990/MissionDesc0ATA Action is working to ensure temporary flexibilities put in place during the COVID-19 public health emergency last at least through 2023, avoiding a telehealth cliff while working to make policies permanent.
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IRS990/PrincipalOfficerNm0Kyle Zebley
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under that guidance, ATA may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. Examples of tax positions include the tax-exempt status of ATA and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement.There were no unrecognized tax benefits identified or recorded as liabilities for at year end.ATAs policy would be to recognize interest and penalties, if any, on tax positions related to its unrecognized tax benefits in income tax expense in the financial statements. No interest and penalties were assessed or recorded during the year.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Footnote for uncertain tax position under FIN 48 (Part X)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Event Sponsorship
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0American Telemedicine Association
IRS990ScheduleI/RecipientTable/RecipientEIN0742676503
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0601 13th St NW 12th Floor
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Washington
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ann Mond Johnson
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Kyle Zebley
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO ATA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0517152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1233726
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has members. Voting membership includes individuals and corporate members. The organization may offer voting memberships to representatives of corporate members. One designated representative from each corporation member shall receive on vote, up to three representatives of each circle members shall receive one vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board now manages the nomination and appointment of new board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The membership shall try to act by consensus. However, the vote of a majority of voting members in good standing, present, and entitled to vote at a meeting at which a quorum is present, shall be sufficient to constitute the act of the membership unless the vote of a greater number is required by law or the bylaws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The finance committee, in conjunction with the treasurer of the board and management, review the form 990 prior filing. Upon approval, the treasurer presents the form 990 to the full Board of Directors for final approval prior to file.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4All members of ATAs Board of Directors are asked to declare any personal or business interest in the related matters. This information will be made available to other members of the board. ATA will identify, review, and resolve all conflicts of interest that ate disclosed prior to the board meeting. Conflicts of interest are discussed at each board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The executive committee reviews the CEOs compensation annually using comparability data and their recommendation is approved by the Board of Directors. The CEO reviews the staff salaries annually in conjunction with a review and staff evaluation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The Association makes its bylaws available to the public on its website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Consulting $435,290Other Professional $75,280
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7List of other fees for services expenses Part IX line 11g
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0American Telemedicine Association
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Advancing Telehealth
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0601 13th St NW 12th Floor
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC

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