2023-11-06T10:31:16-06:00 2022-12-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 ZERIHUN HAILE-SELASSIE CHIEF FINANCIAL OFFICER 2029713636 2023-10-25 1 ZERIHUN HAILE-SELASSIE 999009999 1 AARON M FOX P01365820 2028225000 2023-10-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATE FRYER 2055 L STREET NW NO 600 WASHINGTON DC 20036 28538312 0 X WWW.ENDOCRINE.ORG X 1918 DE SEE PART III, LINE 1 15 12 95 2608 1592514 625251 6339637 6517292 20327788 19565585 1299406 1142605 731101 1240444 28697932 28465926 83665 193764 0 0 11711041 12366481 0 0 474575 11834297 15411137 23629003 27971382 5068929 494544 84069973 75781124 23196581 24616860 60873392 51164264 X WE UNITE, LEAD, AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 0 0 8910643 161132 6552248 EDUCATION AND MEETINGS: THE ENDOCRINE SOCIETY PROVIDES EDUCATIONAL PROGRAMS FOR RESEARCHERS AND MEDICAL PROFESSIONALS TO INCREASE THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS WITH ENDOCRINE-RELATED MEDICAL CONDITIONS. ES IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AND ALL CONTINUING MEDICAL EDUCATION PROGRAMS ARE DEVELOPED IN STRICT COMPLIANCE WITH ACCME STANDARDS AND REQUIREMENTS.EACH YEAR ES HOLDS A FOUR-DAY EDUCATIONAL MEETING (ENDO) FOCUSED ON THE BROAD FIELD OF ENDOCRINOLOGY. EACH ATTENDEE MAY EARN UP TO 32.5 CONTINUING MEDICAL EDUCATION CREDITS FOR THE CORE EDUCATION CURRICULUM.ENDO 2022 (JUNE 11-14) WAS HOSTED IN ATLANTA, GEORGIA AND WAS THE ENDOCRINE SOCIETY'S INAUGURAL HYBRID EVENT. THE CONFERENCE BOASTED A FULL PROGRAM OF TOP-FLIGHT SESSIONS LED BY 400+ EXPERTS FROM ALL AROUND THE WORLDWITH CONTENT AVAILABLE IN-PERSON AND ONLINEAND A BUSTLING EXHIBIT CENTER. ENDO 2022 FEATURED NEW OPPORTUNITIES TO INTERACT WITH THE LATEST BREAKTHROUGHS IN OUR FIELD. FOR EXAMPLE, DIGITAL POSTERS PROVIDED ATTENDEES WITH ACCESS TO THOUSANDS OF ABSTRACTS, ALL AT THE TOUCH OF A BUTTON, ACCESSIBLE FROM ANYWHERE IN THE WORLD. WHAT'S MORE, THE CONFERENCE HAILED MORE NETWORKING OPPORTUNITIES FOR OUR ATTENDEES TO REUNITE, IN-PERSON, SINCE OUR LAST IN-PERSON GATHERING IN LATE 2019. 4753764 11073024 PUBLICATIONS: ES PUBLICATIONS ENGAGE IN THREE AREAS OF ACTIVITY:1. JOURNALS: ES PUBLISHES FIVE PEER-REVIEWED SCIENTIFIC JOURNALS THAT ARE PUBLISHED CONTINUOUSLY. THE JOURNALS FURTHER THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS. THE JOURNALS PUBLISH MORE THAN 1,000 ARTICLES A YEAR. OVER 2,600 ES MEMBERS DONATE TIME DURING THE YEAR TO THE PEER REVIEW PROCESS. ES ALSO PUBLISHES REFERENCE BOOKS FOR PHYSICIANS AND HEALTH PROFESSIONALS, AND LICENSES THE DISTRIBUTION RIGHTS FOR ITS JOURNALS, BOOKS, AND OTHER CONTENT TO THIRD PARTIES WORLDWIDE.2. BOOKS: ES PUBLISHES REFERENCE BOOKS FOR PHYSICIANS AND HEALTH PROFESSIONALS WANTING A SELF- ASSESSMENT AND BROAD REVIEW OF ALL AREAS OF ENDOCRINOLOGY, DIABETES, AND METABOLISM, AS WELL AS THE LATEST UPDATES IN THE DIAGNOSIS AND MANAGEMENT OF A WIDE RANGE OF ENDOCRINE DISORDERS.3. LICENSING: ES LICENSES THE DISTRIBUTION RIGHTS FOR ITS JOURNALS, BOOKS, AND OTHER CONTENT TO THIRD PARTIES WORLDWIDE. 2189667 29632 17034 GOVERNMENT AND PUBLIC AFFAIRS: ES FOLLOWS POLICY ISSUES IMPORTANT TO THE PROFESSIONAL LIVES OF ITS MEMBERS. THIS INCLUDES: ACCESS TO CARE,FUNDING FOR BIOMEDICAL RESEARCH, PREVENTION AND TREATMENT OF DIABETES AND OBESITY, REGULATION OF ENDOCRINE-DISRUPTING CHEMICALS, AND MEDICARE PHYSICIAN PAYMENT. THE SOCIETY REPRESENTS ITS MEMBERS' INTERESTS TO FEDERAL POLICY MAKERS BY PROVIDING INFORMATION TO POLICY MAKERS,SUBMITTING COMMENTS TO FEDERAL AGENCIES, DEVELOPING POSITION STATEMENTS AND RECOMMENDATIONS, AND, WITHIN THE LIMITATIONS OF A 501C3, THROUGH DIRECT LOBBYING.THE SOCIETY ALSO REPRESENTS ITS MEMBERS' INTERESTS THROUGH PARTICIPATION WITH OTHER GROUPS AND COALITIONS, SUCH AS THE AMERICAN MEDICAL ASSOCIATION (AMA), THE FEDERATION OF AMERICAN SOCIETIES OF EXPERIMENTAL BIOLOGY (FASEB), AND THE COALITION FOR HEALTH FUNDING 3650813 3000 2848364 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHERMEMBERSHIPTHE ENDOCRINE SOCIETY IS A MEMBERSHIP ORGANIZATION OF MORE THAN 18,000 ENDOCRINE PROFESSIONALS WITH A GLOBAL REACH SPANNING 120 COUNTRIES. OUR MEMBERS SERVE AS INVESTIGATORS, SCIENTISTS, HEALTHCARE PROVIDERS, AND EDUCATORS, AND COVER THE SPECTRUM OF CAREER STAGES FROM STUDENTS TO EMERITUS PROFESSORS.ITS MEMBERS SEE THE ENDOCRINE SOCIETY AS THE PREMIER SOURCE OF LEARNING AND KNOWLEDGE IN ENDOCRINE PROFESSION, PROVIDING RESOURCES, PUBLICATIONS, EDUCATION, AND ADVOCACY TO ACCELERATE BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE.THE SOCIETY HAS EXPANDED ITS ABILITY TO REACH MEMBERS WHERE THEY ARE THROUGH SPECIAL INTEREST GROUPS AND AN ONLINE COMMUNITY. THE SOCIETY OFFERS SEVEN SPECIAL INTEREST GROUPS COMMITTED TO ADVANCING SPECIFIC AREAS OF KNOWLEDGE THROUGH NETWORKING AND EDUCATION WHERE MEMBERS COOPERATE TO AFFECT THE FUTURE OF THE FIELD.-ADRENAL AND PITUITARY-EARLY CAREER-ENTREPRENEURSHIP-TRANSGENDER RESEARCH AND MEDICINE-ENDOCRINE DISRUPTING CHEMICALS-ENDOCRINE CANCERS-ONCOENDOCRINOLOGYTHE ENDOCRINE SOCIETY HAS PARTNERED WITH DOCMATTER, A GLOBAL MEDICAL COMMUNITY PLATFORM FOR RESEARCHERS AND CLINICIANS TO OFFER A NEW MEMBER BENEFIT FOR OUR MEMBERS. THIS MEMBER-EXCLUSIVE COMMUNITY WILL ALSO ALLOW FOR OPEN, IN-DEPTH DISCUSSIONS BETWEEN MEMBERS; FROM QUESTIONS ON CASES TO SHARING CUTTING-EDGE ENDOCRINE RESEARCH, HAS CREATED A SPACE FOR HIGH-QUALITY, CLINICAL, AND SCIENTIFIC RESEARCH DISCUSSIONS AMONG MEMBERS.DIVERSITY PROGRAMSTHE ENDOCRINE SOCIETY VALUES AND SEEKS DIVERSE AND INCLUSIVE PARTICIPATION WITHIN THE FIELD OF ENDOCRINOLOGY. THE ENDOCRINE SOCIETY PROMOTES INVOLVEMENT AND EXPANDS ACCESS TO LEADERSHIP OPPORTUNITIES REGARDLESS OF RACE, ETHNICITY, GENDER, RELIGION, AGE, SEXUAL ORIENTATION, NATIONALITY, DISABILITY, APPEARANCE, GEOGRAPHIC LOCATION, OR PROFESSIONAL LEVEL. THE ORGANIZATION PROVIDES LEADERSHIP AND COMMITS STAFF, TIME, AND RESOURCES TO THE ACCOMPLISHMENT OF THIS OBJECTIVE WHILE SERVING AS A MODEL TO BOTH THE SCIENTIFIC AND CLINICAL SPACE. THE LONG-TERM GOAL IS TO ENSURE THAT ITS MEMBERSHIP, VOLUNTEER LEADERSHIP, AND STAFF REPRESENT A STRONG VIBRANT AND EVOLVING MODEL OF DIVERSITY AND INCLUSION. THE SOCIETY CREATED A NEW SENIOR LEVEL POSITION DEDICATED TO DIVERSITY AND INCLUSION WITHIN THE CHIEF MEMBERSHIP & DIVERSITY PROGRAMS OFFICER ROLE. THE FUTURE LEADERS ADVANCING RESEARCH IN ENDOCRINOLOGY (FLARE) IS A LEADERSHIP PROGRAM THAT SUPPORTS TRAINEES AND JUNIOR FACULTY FROM COMMUNITIES UNDERREPRESENTED IN MEDICAL AND BIOLOGIC SCIENCES (AS DEFINED BY NIH). PARTICIPANTS LEARN ABOUT ADVANCING IN THE FIELD AS WELL AS INTO LEADERSHIP POSITIONS IN THE ASSOCIATION WHILE HAVING AN OPPORTUNITY TO NETWORK WITH LEADERS IN THEIR FIELD. THE EXCELLENCE IN CLINICAL ENDOCRINOLOGY LEADERSHIP IS A WORKSHOP DESIGNED TO EMPOWER UNDERREPRESENTED MINORITY EMERGING PHYSICIANS FOR SUCCESSFUL TRANSITION INTO CLINICAL CARE AND ENDOCRINOLOGY LEADERSHIP. 3650813 3000 2848364 19504887 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 264 0 1 95 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X ZERIHUN HAILE-SELASSIE 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 URSULA KAISER PRESIDENT (AS OF 06/2022) 6.00 X X 43750 0 0 STEPHEN HAMMES PRESIDENT-ELECT (AS OF 06/2022) 6.00 X X 10000 0 0 JEFFREY BOORD SECRETARY-TREASURER (AS OF 06/2022) 6.00 X X 0 0 0 CAROL WYSHAM IMMED. PAST PRESIDENT (AS OF 06/2022) 6.00 X X 46750 0 0 REXFORD AHIMA BOARD MEMBER 6.00 X 0 0 0 RICHARD AUCHUS BOARD MEMBER 6.00 X 0 0 0 ANDREA GORE BOARD MEMBER 6.00 X 0 0 0 RUTH KERI BOARD MEMBER 6.00 X 0 0 0 KAREN LAM BOARD MEMBER 6.00 X 6474 0 0 KATHRYN MARTIN BOARD MEMBER 6.00 X 4000 0 0 JOHN NEWELL-PRICE BOARD MEMBER 6.00 X 0 0 0 BARBARA ONUMAH BOARD MEMBER 6.00 X 0 0 0 ARTHUR GUTIERREZ-HARTMANN BOARD MEMBER 6.00 X 0 0 0 ROCIO PEREIRA BOARD MEMBER 6.00 X 0 0 0 CAROLYN SMITH BOARD MEMBER 6.00 X 0 0 0 GARY HAMMER IMMED PAST PRESIDENT (TO 06/2022) 6.00 X X 0 0 0 DOLORES SHOBACK SECRETARY-TREASURER (TO 06/2022) 6.00 X X 37500 0 0 SAMANTHA BUTTS BOARD MEMBER (TO 06/2022) 6.00 X 0 0 0 GHADA EL-HAJJ FULEIHAN BOARD MEMBER (TO 06/2022) 6.00 X 0 0 0 WHITNEY GOLDNER BOARD MEMBER (TO 06/2022) 6.00 X 6474 0 0 JOY WU BOARD MEMBER (TO 06/2022) 6.00 X 0 0 0 KATE FRYER CHIEF EXECUTIVE OFFICER 37.50 X 547907 0 55296 PAUL HEDRICK CFO - UNTIL 01/2022 37.50 X 46548 0 2327 ZERIHUN HAILE-ZELASSIE CFO - AS OF 08/2022 37.50 X 109428 0 10982 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 37.50 X 284972 0 51148 KRISTA KIRK CHIEF PEOPLE OFFICER 37.50 X 258268 0 48939 CHRIS URENA CHIEF LEARNING OFFICER 37.50 X 230279 0 31574 ROB LASH CHIEF MEDICAL OFFICER 37.50 X 357028 0 49760 MILA BECKER CHIEF POLICY OFFICER 37.50 X 325543 0 30500 RODNEIKKA SCOTT CHIEF MBR & DIV. PROGRAMS 37.50 X 197958 0 28236 EMILY REYER DIRECTOR & CONTROLLER, FINANCE 37.50 X 193387 0 18627 TIMONTHY BEARDSLEY EXECUTIVE EDITOR 37.50 X 171375 0 33213 AARON LOHR CHIEF COMMUNICATIONS OFFICER 37.50 X 202368 0 43209 3080009 0 403811 28 0 1 0 FREEMAN AUDIOVISUAL INC 1600 VICEROY DRIVE SUITE 100 DALLAS TX 75235 CONVENTION MGMT/EVENT TECHNOLOGY 1938418 OXFORD JOURNALS GREAT CLARENDON STREET OXFORD UK OX2 6DP PRODUCE/PRINT JOURNALS 926725 GOTT ASSOCIATES LLC 1050 BRACKEN AVENUE LAS VEGAS NV 89104 EVENT MANAGEMENT & DESIGN 626003 MAY CONSTRUCTION GROUP 6900 WISCONSION AVENUE SUITE 307 CHEVY CHASE MD 20815 CONSTRUCTION COMPANY 453349 THE SHERIDAN PRESS INC 450 FAME AVENUE HANOVER PA 17331 JOURNAL PRINTING/ELECTRONIC PROCESSING 417717 25 2323564 4193728 6517292 JOURNAL SALES 513190 8623496 7030982 1592514 MEETING & REGISTRATION 611600 5492902 5492902 MEMBERSHIP DUES 900099 2276088 2276088 AUTHOR CHARGES 513190 2201652 2201652 REPRINT SALES 513190 323690 323690 647757 647757 19565585 1142096 1142096 458308 445112 13196 303404 1242 302162 302162 302162 71653 71144 509 509 509 ANNUAL MEETING ALLOWANCE 900099 363851 363851 116123 116123 479974 28465926 18898157 1592514 1457963 X 2500 2500 156264 156264 35000 35000 2368878 991238 1269884 107756 7130267 4323333 2615069 191865 583426 430755 146240 6431 1802379 812520 952394 37465 481531 316037 152605 12889 208058 77013 129045 2000 81932 81932 108308 108308 88681 88681 3224131 2659984 553147 11000 613732 611318 2414 1072801 911336 135182 26283 352639 211509 141130 1112151 632257 440132 39762 955640 768787 185657 1196 2458173 2449948 1038 7187 296552 276464 2441 17647 885046 82451 802595 172547 90081 82466 INCOME TAXES 187614 187614 PRINTING/COMPOSITION 979186 979186 HONORARIA 783404 783404 HOSPITALITY 762721 566867 183906 11948 1067821 1040713 25962 1146 27971382 19504887 7991920 474575 13397846 13714351 1478027 2141421 773573 778862 21313173 9512668 11835325 11800505 56372752 47133535 212450 212450 84069973 75781124 3701307 3701689 6939057 9801896 11469693 11113275 1086524 0 23196581 24616860 X 55554933 46770777 5318459 4393487 60873392 51164264 84069973 75781124 494544 -10203672 0 X X 0 1 X 1 0 X 7145341 6715384 5233411 6339637 6517292 31951065 18741243 18309536 18176794 18596504 18453045 92277122 25886584 25024920 23410205 24936141 24970337 124228187 0 0 0 124228187 1495977 1871768 1540224 1723374 1903808 8535151 466771 409112 461798 541488 493948 2373117 1962748 2280880 2002022 2264862 2397756 10908268 27849332 27305800 25412227 27201003 27368093 135136455 0.91930 0.92320 0.08070 0.07680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 750 218595 219345 26861066 27080411 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 223875 182900 194560 219345 820680 250000 250000 250000 250000 1000000 1500000 623 531 658 750 2562 0 212450 X X 0 3322044 4375 -540320 1000 53995 2731104 3015896 254 354519 10123 38502 3322044 2772831 100 334873 54203 37705 3015896 2358477 468906 14818 39734 2772831 2573291 5500 121096 60445 38773 2358477 0.00000 0.73930 0.26070 0 0 17157207 5748500 11408707 98043 70031 28012 3373154 3133045 240109 684769 561092 123677 11800505 X 20555345 -10203672 2380530 -7823142 28378487 88681 -1242 87439 28465926 30264473 2380530 1242 2381772 27882701 88681 88681 27971382 PART III, LINE 4: THE CLARK T. SAWIN MEMORIAL LIBRARY IS HOUSED AT THE ENDOCRINE SOCIETY'S OFFICE IN WASHINGTON, DC. THE LIBRARY COLLECTION INCLUDES MORE THAN 5,300 BOOKS, MEETING PROGRAMS FROM ENDOCRINE ORGANIZATIONS CIRCA 1930 THROUGH CURRENT DAY. BY CATALOGING AND PRESERVING UNIQUE HISTORICAL ENDOCRINE LITERATURE AND ARTIFACTS, THE LIBRARY PLAYS AN IMPORTANT ROLE IN THE SOCIETY'S ROLE OF EDUCATION IN THE FIELD OF ENDOCRINOLOGY. BOOKS AND REFERENCE MATERIALS ARE ALL AVAILABLE FOR CIRCULATION. PART V, LINE 4: THE SOCIETY'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR SPECIFIC PURPOSES AND ARE ADMINISTERED IN ACCORDANCE WITH THE DOCUMENTS THAT ESTABLISHED THE FUNDS. OF THE TOTAL YEAR END BALANCE, THE FUNDS ARE INTENDED TO BE USED AS FOLLOWS: SAWIN LIBRARY COLLECTION AND OPERATING SUPPORT - 36.9% AWARDS - 58.2% TRAVEL GRANTS - 4.9% PART X, LINE 2: THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO AUDITS PENDING OR IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -1,242. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,242. 1 NORTH AMERICA 0 0 GRANTMAKING 8800 RUSSIA AND NEIGHBORING STATES 0 0 GRANTMAKING 500 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 4250 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 17250 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 400 SOUTH AMERICA 0 0 GRANTMAKING 3800 0 0 0 0 0 0 35000 0 35000 EARLY INVESTIGATOR NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 1000 CHECK RESEARCH NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 2 4000 CHECK TRAVEL NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 6 3800 CHECK TRAVEL RUSSIA AND NEIGHBORING STATES 1 500 CHECK TRAVEL EAST ASIA AND THE PACIFIC 8 4250 CHECK EARLY INVESTIGATOR EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK LAUREATE EUROPE (INCLUDING ICELAND & GREENLAND) 2 2500 CHECK TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) 21 13750 CHECK TRAVEL MIDDLE EAST AND NORTH AFRICA 1 400 CHECK TRAVEL SOUTH AMERICA 6 3800 CHECK 0 0 0 0 0 0 PART I, LINE 2: ALL AWARDS ACCOUNTED FOR ON THE ACCRUAL BASIS. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. A SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. STUDENT AUTHOR AWARDS: AWARDEES ARE CHOSEN FROM AUTHORS OF PAPERS THAT ARE ACCEPTED AS ARTICLES IN ONE OF THE SOCIETY'S JOURNALS. THE STUDENT AUTHORS SIGN UP TO BE CONSIDERED FOR THE AWARD. ALL AWARDEES MUST SUBMIT CURRICULA VITAE TO ENSURE THEY ARE ELIGIBLE. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. ABSTRACT AWARDS: AWARDEES ARE CHOSEN FROM APPLICATIONS BASED ON RESEARCH WORK THAT RESULTED IN A SCIENTIFIC ABSTRACT. THE AWARDEE MUST PRESENT A POSTER AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. THE JOHN D. BAXTER PRIZE FOR ENTREPRENEURSHIP WAS ESTABLISHED TO RECOGNIZE THE EXTRAORDINARY ACHIEVEMENT OF BRINGING AN IDEA, PRODUCT, SERVICE, OR PROCESS TO MARKET; WHICH ULTIMATELY ELEVATES THE FIELD OF ENDOCRINOLOGY, AND POSITIVELY IMPACTS THE HEALTH OF PATIENTS. THIS IS AWARDED EVERY OTHER YEAR STARTING IN 2018. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. PART III ACCOUNTING METHOD: 1 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY - LAUREATE AWARDS 17 54764 POSTER 4 400 RESEARCH AWARDS 19 36500 EARLY INVESTIGATION AWARD 2 2000 TRAVEL AWARDS 121 62600 PART I, LINE 2: ENDOCRINE RESEARCH GRANTS - SEVERAL TYPES: RESEARCH GRANTS FOR MD'S OR PHD CANDIDATES: AWARDS ARE BASED ON AN APPLICATION PROCESS THAT INCLUDES SPECIFIC RESEARCH UNDER A MENTOR WHO IS A SOCIETY MEMBER. COMPLETION REQUIRES THAT AN ABSTRACT WILL BE PRESENTED AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING AND THAT AN ARTICLE PUBLISHED IN A PEER-REVIEWED JOURNAL SHOULD RESULT FROM THE RESEARCH. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE, GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. THE SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. AWARDS FOR OUTSTANDING CONTRIBUTIONS TO THE FIELD OF ENDOCRINOLOGY ARE BASED ON NOMINATIONS FROM MEMBERS OF THE SOCIETY. THEY ARE GIVEN FOR A BODY OF WORK DURING THE CAREER OF THE WINNER AND THERE IS NO REQUIREMENT TO MONITOR THE USE OF FUNDS. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, EXCELLENCE IN EDUCATION, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. X X X X X X 0 0 0 0 0 0 0 1 0 KATE FRYER CHIEF EXECUTIVE OFFICER 477830 0 66500 0 3577 0 30500 0 33820 0 612227 0 0 0 ROB LASH CHIEF MEDICAL OFFICER 344256 0 10000 0 2772 0 30500 0 27586 0 415114 0 0 0 MILA BECKER CHIEF POLICY OFFICER 313737 0 10000 0 1806 0 30500 0 1051 0 357094 0 0 0 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 269638 0 10000 0 5334 0 27652 0 32350 0 344974 0 0 0 KRISTA KIRK CHIEF PEOPLE OFFICER 247302 0 10000 0 966 0 25443 0 32332 0 316043 0 0 0 CHRIS URENA CHIEF LEARNING OFFICER 219901 0 10000 0 378 0 22063 0 12188 0 264530 0 0 0 AARON LOHR CHIEF COMMUNICATIONS OFFICER 191746 0 10000 0 622 0 19713 0 32301 0 254382 0 0 0 RODNEIKKA SCOTT CHIEF MBR & DIV. PROGRAMS 187580 0 10000 0 378 0 17685 0 13190 0 228833 0 0 0 EMILY REYER DIRECTOR & CONTROLLER, FINANCE 176081 0 15500 0 1806 0 17801 0 1984 0 213172 0 0 0 TIMONTHY BEARDSLEY EXECUTIVE EDITOR 161140 0 5000 0 5235 0 16657 0 22529 0 210561 0 0 0 PART I, LINE 7 DISCRETIONARY YEAR-END BONUSES. ALL EMPLOYEES ARE ELIGIBLE FOR THESE BONUSES. THEY ARE BASED PRIMARILY ON WORK PERFORMANCE DURING THE YEAR AND ARE GIVEN AT THE SAME TIME AS ANNUAL SALARY INCREASES. A DISTRICT OF COLUMBIA 536001131 2013-11-01 14200000 TO PROVIDE FUNDS FOR ACQUISITION 0 0 0 A 14200000 147325 14200000 2014 0 0 0 1 A 0 0 1 1 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 SCHEDULE K SUPPLENTAL INFORMATION (A) ISSUER NAME: DISTRICT OF COLUMBIA (F) DESCRIPTION OF PURPOSE: TO PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION & FURNISHING OF HEADQUARTERS KATHRYN MARTIN DIRECTOR 2000 AWARD LAUREATE AWARD FOR OUTSTANDING EDUCATOR FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL CONSIST OF ACTIVE MEMBERS, EMERITUS MEMBERS, RETIRED MEMBERS, AND DOCTORAL-LEVEL TRAINEES, ALL OF WHOM ARE ENTITLED TO ONE VOTE ON MATTERS REQUIRING MEMBERSHIP ACTION. FORM 990, PART VI, SECTION A, LINE 7A FOUR CLASSES OF MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE BOARD (GOVERNING BODY): ACTIVE MEMBERS, EMERITUS MEMBERS, RETIRED MEMBERS, AND DOCTORAL-LEVEL TRAINEE MEMBERS. ANY MEMBER OF THE SOCIETY MAY SUBMIT RECOMMENDATIONS TO THE NOMINATING COMMITTEE FOR ITS DELIBERATIONS. FOR THE FOUR OR FIVE POSITIONS ON THE NOMINATING COMMITTEE BECOMING VACANT EACH YEAR AND THE POSITIONS ON THE BOARD OF DIRECTORS BECOMING VACANT EACH YEAR, THE SOCIETY MEMBERS SHALL BE INVITED TO SUBMIT TO THE BOARD OF DIRECTORS NAMES OF MEMBERS THEY WISH TO BE CONSIDERED. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS THAT REQUIRE MEMBER APPROVAL: 1)THE MEMBERS, PURSUANT TO PROCEDURES ESTABLISHED BY THE BOARD OF DIRECTORS AND THESE BYLAWS, SHALL ELECT BY BALLOT A PRESIDENT-ELECT. 2) REMOVAL OF OFFICERS, BOARD MEMBERS, OR APPOINTED OFFICIALS REQUIRES A VOTE OF TWO-THIRDS OF THE MEMBERSHIP RESPONDING TO THE BALLOT. 3) BOARD, AT ANY MEETING, MAY AMEND THE SOCIETY'S BYLAWS BY AN AFFIRMATIVE TWO-THIRDS VOTE OF THE NUMBER OF BOARD MEMBERS PROVIDED THAT THERE IS NO PROPOSAL TO REQUIRE A MEMBERSHIP VOTE FOR APPROVAL THAT HAS FOUR VOTES BY MEMBERS OF BOARD. IN THE EVENT THAT THERE ARE FOUR AFFIRMATIVE VOTES BY MEMBERS OF BOARD TO REQUIRE A VOTE BY THE SOCIETY MEMBERSHIP, THEN THE AMENDMENT WILL BE PUT TO A BALLOT OF THE MEMBERSHIP. BYLAW AMENDMENTS REQUIRE AN AFFIRMATIVE VOTE OF THREE-FIFTHS OF THE MEMBERSHIP RESPONDING WITHIN 45 DAYS AFTER THE TRANSMISSION OF THE BALLOT TO THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE ASSOCIATE DIRECTOR FINANCE, THE CFO, SECRETARY-TREASURER, SECRETARY-TREASURER ELECT (WHEN OCCURRING), AND THE CEO. THE BOARD MEMBERS AND OFFICERS HAVE THE OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY ARE REQUIRED TO DISCLOSE, IN WRITING, ANY CONFLICTS FROM BUSINESS TRANSACTIONS THAT WOULD NEED TO BE LISTED ON SCHEDULE L, PART IV. IN ADDITION, THE CONFLICT OF INTEREST STATEMENT IS READ AT THE BEGINNING OF EACH BOARD MEETING AND INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY NEW CONFLICTS THEY ARE AWARE OF ARISING FROM THEIR OWN OR OTHER BOARD MEMBERS' ACTIVITIES. BOARD MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY ISSUE IN WHICH THEY HAVE A CONFLICT OF INTEREST. DEPENDING ON THE CONFLICT, THEY MAY ALSO BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION AND DELIBERATIONS AND THEY MAY NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING. MEETING MINUTES REFLECT ANY RECUSAL. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S PROPOSED COMPENSATION IS REVIEWED BY THE PERFORMANCE AND COMPENSATION COMMITTEE (P&CC) OF THE SOCIETY BEFORE IT TAKES EFFECT. THE P&CC IS COMPOSED OF THE SECRETARY-TREASURER (AND SECRETARY-TREASURER-ELECT, WHEN OCCURRING), CURRENT PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT. AN INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS AND DISCUSSES THE RESULTS WITH THE P&CC. THE COMMITTEE EVALUATES THE PROPOSED COMPENSATION IN LIGHT OF THE SURVEY FOR MARKET REASONABLENESS AND THE IRS INTERMEDIATE SANCTIONS RULES. THE P&CC APPROVES A COMPENSATION AMOUNT. THERE IS A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE SOCIETY AND THE CEO. AN INDEPENDENT THIRD PARTY CONDUCTS A COMPENSATION MARKET ANALYSIS OF LIKE SIZED ORGANIZATIONS FOR MEMBERS OF THE EXECUTIVE TEAM EVERY OTHER YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ENDOCRINE SOCIETY'S BYLAWS AND ITS CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE: WWW.ENDOCRINE.ORG. THE SOCIETY'S FORM 990 IS AVAILABLE ON A PUBLIC WEBSITE (WWW.GUIDESTAR.ORG) OR UPON REQUEST TO THE SOCIETY. FORM 990, PART IX, LINE 11G ACCOUNTS PAYABLE CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,680. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,680. ANNUAL MEETING - PLANNING CONSULTANT: PROGRAM SERVICE EXPENSES 83,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 83,000. ASSOCIATION CONSULTING : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 293,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 293,187. ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 614,672. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 614,672. CLINICAL PRACTICE GUIDELINES : PROGRAM SERVICE EXPENSES 84,915. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,915. DEI ASSESSMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,875. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,875. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 269,358. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 269,358. ELECTION/BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,644. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,644. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 159,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,000. EVENT TECHNOLOGY FOR MEETINGS: PROGRAM SERVICE EXPENSES 54,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,000. EXCEL PROGRAM: PROGRAM SERVICE EXPENSES 15,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,136. ON-LINE PLATFORM : PROGRAM SERVICE EXPENSES 111,666. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,666. EXECUTIVE COACHING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34,738. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,738. EXECUTIVE COMPENSATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,457. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,457. FINANCE CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,379. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,379. DSP CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 11,000. TOTAL EXPENSES 11,000. GLOBAL EDC : PROGRAM SERVICE EXPENSES 63,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,507. GRANT WRITING - FLARE PROGRAM: PROGRAM SERVICE EXPENSES 30,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,275. INVESTMENT CONSULTANT - 403B: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,500. LMS CONSULTING: PROGRAM SERVICE EXPENSES 44,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,000. MEDICAL EDUCATION & COMMUNICATION SERVICES : PROGRAM SERVICE EXPENSES 356,706. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 356,706. MEDICAL ILLUSTRATORS: PROGRAM SERVICE EXPENSES 62,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,678. MGMT OF SCIENTIFIC ABSTRACT SUBMISSIONS: PROGRAM SERVICE EXPENSES 66,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,060. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 54,475. MANAGEMENT AND GENERAL EXPENSES 36,687. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,162. OBESITY MEASUREMENT GUIDELINES: PROGRAM SERVICE EXPENSES 131,697. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 131,697. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,000. PI FEE FOR NIH FLARE GRANT: PROGRAM SERVICE EXPENSES 22,538. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,538. PUBLICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. SEO PROJECT: PROGRAM SERVICE EXPENSES 99,385. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,385. TYPE 1 DIABETES SESSION PRODUCTION: PROGRAM SERVICE EXPENSES 12,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,360. WEB CASTING ENDO SESSIONS: PROGRAM SERVICE EXPENSES FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. 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