2023-05-08T14:56:52-05:00 2022-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-07-01 521419397 AMERICAN SOCIETY OF HUMAN GENETICS AMER 3016347300 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 MONA V MILLER CHIEF EXECUTIVE OFFICER 3016347300 2023-05-08 1 MONA MILLER 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MONA V MILLER 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 8928761 0 X WWW.ASHG.ORG X 1985 MD SEE PART III, LINE 1. 18 16 39 155 28804 22526 1193847 1046796 3440819 3392842 587038 783589 2872755 1681856 8094459 6905083 168810 160293 0 0 3896677 3997288 0 0 140728 2834687 3004037 6900174 7161618 1194285 -256535 24149284 21022392 2714983 2727140 21434301 18295252 X TO ADVANCE HUMAN GENETICS AND GENOMICS IN SCIENCE, HEALTH, AND SOCIETY, THROUGH EXCELLENCE IN RESEARCH, EDUCATION, AND ADVOCACY. 0 0 1493783 2498930 ANNUAL MEETING - THE SOCIETY ORGANIZES A MEETING, ATTENDED BY MEMBERS, STUDENTS, AND OTHERS WHO HAVE A COMMON INTEREST IN RECENT DEVELOPMENTS AND RESEARCH IN THE FIELD OF GENETICS AND GENOMICS. 1146673 6176 MARKETING AND COMMUNICATION - ASHG'S MARKETING AND COMMUNICATIONS, OR MARCOMM, FUNCTION USES A COMBINATION OF CHANNELS AND TOOLS TO COMMUNICATE WITH GENETICISTS, THE GENERAL PUBLIC, POLICYMAKERS, THE MEDIA AND OTHER STAKEHOLDERS FOR THE PURPOSE OF BRAND AWARENESS, SALES, ADVERTISING AND PROMOTIONS. 781397 2000 1582328 JOURNAL AND OTHER PROFESSIONAL PUBLICATIONS - THE SOCIETY PROVIDES A MONTHLY JOURNAL ENTITLED THE AMERICAN JOURNAL OF HUMAN GENETICS, THAT KEEPS MEMBERS AND OTHER SUBSCRIBERS ABREAST OF CURRENT RESEARCH AND TRENDS IN THE FIELD OF GENETICS AND GENOMICS. 155958 EDUCATION 390380 145611 819057 PROGRAM AWARDS 689684 2000 FELLOWSHIPS AND PUBLIC POLICY 41142 4506 HUMAN GENETICS SCHOLAR INITIATIVE 517402 GENOMIC WORKFORCE DIVERSITY AND INCLUSION 301227 DIGITAL PROGRAMMING 2095793 152117 819057 5517646 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 147 0 1 39 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA FL MD MA MI MN NY NC PA TN WA X JULIE L JONES 2022274223 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 MONA V MILLER CHIEF EXECUTIVE OFFICER 40.00 X X 410525 0 63950 GAIL JARVIK PRESIDENT 2.00 X X 0 0 0 CHARLES ROTIMI PRESIDENT-ELECT 1.00 X X 0 0 0 ANTHONY WYNSHAW-BORIS PAST PRESIDENT 1.00 X X 0 0 0 DONNA MARTIN SECRETARY 1.00 X X 0 0 0 BRUCE GELB TREASURER 1.00 X X 0 0 0 SUSAN SLAUGENHAUPT TREASURER-ELECT 1.00 X X 0 0 0 BRUCE KORF JOURNAL EDITOR 20.00 X 59974 0 0 ROBIN BENNETT DIRECTOR 1.00 X 0 0 0 DANA CRAWFORD DIRECTOR 1.00 X 0 0 0 SOMA DAS DIRECTOR 1.00 X 0 0 0 CLAUDIA GONZAGA JAUREGUI DIRECTOR 1.00 X 0 0 0 EIMEAR KENNY DIRECTOR 1.00 X 0 0 0 HEATHER MEFFORD DIRECTOR 1.00 X 0 0 0 JOHN MORAN DIRECTOR 1.00 X 0 0 0 KIRAN MUSUNURU DIRECTOR 1.00 X 0 0 0 CHARMAINE ROYAL DIRECTOR 1.00 X 0 0 0 EBONY SHAH WILLIAMS DIRECTOR 1.00 X 0 0 0 PAULINE MINHINNETT CHIEF OPERATING OFFICER 40.00 X 191401 0 27810 DEREK SCHOLES SENIOR DIRECTOR OF POLICY 40.00 X 187071 0 47551 KARA FLYNN SENIOR DIRECTOR OF MARKET. & COMM. 40.00 X 170039 0 23956 CHAZEMAN JACKSON SENIOR DIRECTOR OF DEI 40.00 X 153731 0 18205 SARA GLADDEN DIRECTOR OF SCIENTIFIC PUBLICATIONS 40.00 X 119802 0 26093 CARRIE MORIN DIRECTOR OF MEETING 40.00 X 120368 0 17668 KANIKA PULLIAM DIR., CAREER PROG. & WORKFORCE DIV. 40.00 X 111376 0 18307 COLIN DJIEUDOGOUE SENIOR MANAGER, ACCOUNTING & ADMIN. 40.00 X 103025 0 19458 ALISSA ORTMAN ASSOCIATE DIR. OF DIGITAL PROGRAM. 40.00 X 104696 0 14632 1732008 0 277630 11 0 1 0 FREEMAN PO BOX 650036 DALLAS TX 75265 VIRTUAL MEETING PLATFORM SERVICES 318636 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 208506 LEWIS-BURKE 440 1ST STREET NW SUITE 700 WASHINGTON DC 20001 ADVOCACY 101750 3 819736 227060 1046796 ANNUAL MEETING 900099 2544981 2498930 46051 MEMBERSHIP DUES 900099 819057 819057 JOURNAL 900099 28804 28804 3392842 807267 807267 1553524 1553524 2000000 2023678 -23678 -23678 -23678 MISCELLANEOUS 900099 128332 128332 128332 6905083 4871511 28804 957972 X 2582 2582 115500 115500 42211 42211 1384715 690500 606445 87770 2050005 1801471 239532 9002 154572 138430 15798 344 184555 156050 26339 2166 223441 164980 52583 5878 18425 4682 11573 2170 139790 139790 104480 104480 1722535 1586453 129679 6403 69076 67846 1106 124 65826 50495 9647 5684 271144 223387 40267 7490 192540 142164 45311 5065 32641 25503 6420 718 18869 16110 2482 277 50769 37486 11947 1336 64810 47853 15252 1705 UBI TAXES 1014 1014 CREDIT CARD FEES 101963 80752 20749 462 JOURNAL 47441 47271 170 MEMBERSHIP & PROF. DEV. 45647 37219 6144 2284 57067 38701 16516 1850 7161618 5517646 1503244 140728 1850815 1254706 958519 492627 180917 101896 130261 14093 398924 315538 577249 213983 409535 363266 20220313 18480266 24149284 21022392 426319 443688 988275 1623856 579651 720738 659596 2714983 2727140 X 21410439 18252189 23862 43063 21434301 18295252 24149284 21022392 -256535 -2882514 0 X 0 1 X 1 0 X 42548 209422 252071 1193847 1046796 2744684 324733 5482291 5754498 3256482 3317987 18135991 367281 5691713 6006569 4450329 4364783 20880675 0 0 0 20880675 910374 1940994 1984048 1759251 2360791 8955458 910374 1940994 1984048 1759251 2360791 8955458 97183 93310 61375 22526 274394 387 10740 35000 1322102 128332 1496561 1278042 7740630 8118927 7593057 6876432 31607088 0.66060 0.67830 0.28330 0.26860 X PART III, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS YEAR END FROM 12/31 TO 6/30, EFFECTIVE 6/30/2018. THEREFORE, THE INFORMATION IN THE 2017 COLUMN IS FOR THE SHORT PERIOD 1/1/2018-6/30/2018. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1000 0 1 59 1059 0 PART II-B, LINE 1: ASHG MET WIH MEMBERS OF CONGRESS AND THEIR STAFF TO ADVOCATE FOR PUBLIC FUNDING FOR GENETICS AND GENOMICS RESEARCH. ASHG ALSO PARTICIPATED IN CAPTIOL HILL EVENTS, PARTNERING WITH A NUMBER OF OTHER ORGANIZATIONS IN BRINGING SCIENTISTS TO CONGRESS TO ADVOCATE FOR INCREASED FUNDING FOR THE NATIONAL INSTITUTES OF HEALTH. 562604 202713 359891 14645 11270 3375 363266 DEFERRED RENT AND TENANT IMPROVEMENT ALLOWANCE 659596 659596 X 3918089 -2882514 -2882514 6800603 104480 104480 6905083 7057138 0 7057138 104480 104480 7161618 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2022, ASHG HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 1750 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 14100 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4500 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 6000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 12861 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 3000 0 0 0 0 0 0 42211 0 42211 SUB-SAHARAN AFRICA SPONSORSHIP FOR ISHG 2023 6861 WIRE 0 1 0 AWARDS EAST ASIA AND THE PACIFIC 2 1750 WIRE AWARDS EUROPE 12 14100 WIRE AWARDS MIDDLE EAST AND NORTH AFRICA 2 6000 WIRE AWARDS NORTH AMERICA 3 4500 WIRE AWARDS SOUTH ASIA 1 3000 WIRE AWARDS SUB-SAHARAN AFRICA 2 6000 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE DEVELOPING COUNTRIES AWARDS ARE ONLY TO AWARDEES, AFTER THEY ATTEND THE MEETING AND ARE MEANT TO COVER THE AWARDEE'S TRAVEL EXPENSES. THE OTHER AWARDS, SUCH AS THE EPSTEIN AWARDS, DNA DAY AWARDS AND TEEN GENES AWARDS, ARE NOT MONITORED WHEN THE AWARDEES RESIDE OUTSIDE THE UNITED STATES. PART III ACCOUNTING METHOD: 1 AWARDS 77 115500 PART I, LINE 2: IF FUNDS ARE DISTRIBUTED TO AN ENTITY AS GENERAL SUPPORT, THE PURPOSE OF THE ENTITY IS ANALYZED TO DETERMINE IF THE STRATEGIC GOALS OF THE ENTITY ARE ALIGNED WITH ASHG. IF THE GRANTS ARE GIVEN FOR A SPECIFIC PURPOSE, GRANT PROCEDURES MUST BE FOLLOWED THAT INCLUDE BUT ARE NOT LIMITED TO SUBSTANTIATION OF EXPENDITURES, WRITTEN PROPOSALS DESCRIBING PURPOSE OF REQUEST, AND BUDGET SUBMISSIONS FOR PROPOSALS. X X X 0 0 0 0 0 0 0 0 0 MONA V MILLER CHIEF EXECUTIVE OFFICER 410525 0 0 0 0 0 33651 0 30299 0 474475 0 0 0 DEREK SCHOLES SENIOR DIRECTOR OF POLICY 187071 0 0 0 0 0 24862 0 22689 0 234622 0 0 0 PAULINE MINHINNETT CHIEF OPERATING OFFICER 191401 0 0 0 0 0 14990 0 12820 0 219211 0 0 0 KARA FLYNN SENIOR DIRECTOR OF MARKET. & COMM. 170039 0 0 0 0 0 13374 0 10582 0 193995 0 0 0 CHAZEMAN JACKSON SENIOR DIRECTOR OF DEI 153731 0 0 0 0 0 11120 0 7085 0 171936 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ASHG HAS THE FOLLOWING MEMBERSHIP CLASSES: REGULAR - OPEN TO ALL ELIGIBLE PERSONS. TRAINEE - OPEN TO POSTDOCTORAL FELLOWS, RESIDENTS, AND BONA FIDE STUDENTS. EARLY CAREER - OPEN TO PROFESSIONALS WHO HAVE COMPLETED TRAINING WITHIN THE LAST THREE YEARS. EMERITUS - OPEN TO ALL PERSON WHO HAVE RETIRED FROM THEIR POSITION OR PRACTICE WHO HAVE BEEN REGULAR MEMBERS FOR AT LEAST 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE PRESIDENT-ELECT AND AT LEAST ONE-THIRD OF THE DIRECTORS ANNUALLY, BY BALLOT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION REQUIRES DOCUMENTATION AND MINUTES TAKEN FOR ALL BOARD MEETINGS WHICH ARE GENERALLY HELD TWICE PER YEAR. MOST MAJOR DECISIONS AND POLICIES ARE DETERMINED AT THE BOARD MEETING, THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE PRESIDENT, TREASURER, SECRETARY AND OTHER BOARD MEMBERS, MEET MONTHLY TO CARRY OUT THE DIRECTIVES OF THE BOARD. HOWEVER, THERE ARE NO MINUTES KEPT OF THE MONTHLY EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED INTERNALLY BY THE SENIOR DIRECTOR OF FINANCE AND OPERATIONS AND CHIEF EXECUTIVE OFFICER. THE TREASURER AND FINANCE COMMITTEE ALSO REVIEWED THE RETURN PRIOR TO FILLING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, BOARD MEMBER, THE JOURNAL EDITOR, THE CHIEF EXECUTIVE OFFICER, AND ANY MEMBER ACTING IN ANY WAY AS THE SOCIETY'S DESIGNATED REPRESENTATIVE SHALL FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURE STATEMENTS FILED BY OFFICERS, BOARD MEMBERS, THE JOURNAL EDITOR, AND CANDIDATES FOR ANY OF THE AFORESAID SHALL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT. THE DISCLOSURE STATEMENTS FILED BY THE CHIEF EXECUTIVE OFFICER SHALL BE REVIEWED BY THE TREASURER. ANY INDIVIDUAL GOVERNED BY THE POLICY WHO BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST DURING HIS OR HER TENURE IN AN ASHG POSITION SHALL PROMPTLY (WITHIN 30 DAYS) DISCLOSE THE RELEVANT CIRCUMSTANCES TO THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT AND RECUSE HIMSELF OR HERSELF UNTIL THE MATTER HAS BEEN REVIEWED. ASHG EMPLOYEES ARE ALSO REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE HIRING AND COMPENSATION OF THE ASHG CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS REVIEWS REGIONAL COMPENSATION SURVEYS TO DETERMINE A COMPETITIVE PRICE RANGE FOR THE POSITION. COMPENSATION AND PERFORMANCE ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE LAST COMPENSATION REVIEW TOOK PLACE NOVEMBER 2021. FOR OTHER OFFICERS AND KEY EMPLOYEES, REGIONAL COMPENSATION SURVEYS ARE REVIEWED FOR EACH POSITION TO DETERMINE A COMPETITIVE RANGE FOR THE POSITION. THE CHIEF EXECUTIVE OFFICER MAKES THE DECISION TO HIRE NEW OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ASHG'S CONFLICT OF INTEREST STATEMENT, CODE OF ETHICS, BY-LAWS, AUDITED FINANCIAL STATEMENTS, AND ANNUAL MEMBERSHIP MEETING MINUTES ARE AVAILABLE ON THE ASHG WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STIPENDS: PROGRAM SERVICE EXPENSES 107,779. MANAGEMENT AND GENERAL EXPENSES 387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,166. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,478,674. MANAGEMENT AND GENERAL EXPENSES 32,191. FUNDRAISING EXPENSES 6,403. TOTAL EXPENSES 1,517,268. PERSONNEL OFFICE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 97,101. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 97,101.