2023-11-14T16:27:33-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 237311318 DRUG INFORMATION ASSOCIATION INC DRUG 2154426100 21 DUPONT CIRCLE NW STE 300 WASHINGTON DC 20036 JACK FOSTER CFO 2154426100 2023-11-14 1 JACK FOSTER XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2023-11-14 X 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JACK FOSTER 21 DUPONT CIRCLE NW STE 300 WASHINGTON DC 20036 22084910 0 X WWW.DIAGLOBAL.ORG X 1964 MD DIA PROVIDES INFORMATION TO FOSTER WORLDWIDE INNOVATIVE HEALTH OUTCOMES. 13 13 59 2500 431001 13931 2158372 61787 13741802 18286195 672431 1309073 2360205 201719 18932810 19858774 0 154049 0 0 8625908 10423487 0 0 0 8718987 11743488 17344895 22321024 1587915 -2462250 19118250 24485219 9244513 17457280 9873737 7027939 X DRUG INFORMATION ASSOCIATION, INC. ("DIA") FOSTERS INNOVATION TO IMPROVE HEALTH AND WELLBEING WORLDWIDE BY:- PROVIDING INVALUABLE FORUMS TO EXCHANGE VITAL INFORMATION AND DISCUSS CURRENT ISSUES RELATED TO HEALTH PRODUCTS, TECHNOLOGIES, AND SERVICES; - DELIVERING CUSTOMIZED LEARNING EXPERIENCES;- BUILDING, MAINTAINING, AND FACILITATING TRUSTED RELATIONSHIPS WITH AND AMONG INDIVIDUALS AND ORGANIZATIONS THAT DRIVE AND SHARE DIA VALUES AND MANDATES; AND- OFFERING A MULTIDISCIPLINARY NEUTRAL ENVIRONMENT, RESPECTED GLOBALLY FOR INTEGRITY AND RELEVANCY. 0 0 11884463 154049 13175938 DIA PROVIDES PROGRAMS TO DEVELOP, STRENGTHEN, AND SUPPORT COLLABORATION WITH POLICY MAKERS, INDUSTRY REPRESENTATIVES, PUBLIC HEALTH AUTHORITIES, ACADEMIA AND OTHER HEALTHCARE STAKEHOLDERS. 3381933 0 3648960 IN 2022 DIA HELD MORE THAN 54 MEETINGS AND WORKSHOPS WORLDWIDE, DIA ATTRACTED OVER 16,900 PARTICIPANTS TO MEETINGS AND WORKSHOPS IN THE UNITED STATES, EUROPE, CHINA, JAPAN AND INDIA. AMONG THESE EVENTS, THE DIA GLOBAL ANNUAL MEETING, THE LEADING GLOBAL CONFERENCE ON PHARMACEUTICAL INFORMATION AND EDUCATION, ATTRACTED OVER 5,000 PARTICIPANTS FROM THE US AND ACROSS THE WORLD. THE DIA EUROPEAN ANNUAL MEETING, WHICH IS RECOGNIZED AS ONE OF THE PREMIER FORUMS FOR THE EXCHANGE OF INFORMATION IN THE EUROPEAN MEDICAL/PHARMACEUTICAL COMMUNITY, ATTRACTED 480 PARTICIPANTS. THE JAPAN ANNUAL MEETING, SINGAPORE ANNUAL MEETING AND CHINA ANNUAL MEETING HAD 449,129 AND 4,099 PARTICIPANTS, RESPECTIVELY. 918109 0 1022414 LEARNING: WITH AN ON-GOING COMMITMENT TO INTERNET TECHNOLOGY-BASED LEARNING, DIA CONTINUED TO EXPAND ITS GLOBAL REACH AND ADVANCE ITS MISSION BY OFFERING VARIOUS LEARNING OPPORTUNITIES IN ELECTRONIC FORMAT. IN 2022, DIA HAD 2,753 ELEARNERS INCLUDING BOTH INDIVIDUALS AND GROUPS. IN ADDITION THERE WERE 77 TRAINING COURSES HELD GLOBALLY WITH 2,099 PARTICIPANTS TRAINED THROUGH THESE ONLINE TRAINING COURSES. 534573 0 160496 PUBLICATIONS: THERAPEUTIC INNOVATION & REGULATORY SCIENCE PUBLICATION (TIRS) IS THE OFFICIAL JOURNAL OF DIA. ITS MISSION IS TO ADVANCE HEALTHCARE PRODUCT DISCOVERY, DEVELOPMENT, REGULATION, AND USE THROUGH THE PUBLICATION OF PEER-REVIEWED ARTICLES AND COMMENTARIES ACROSS THE SPECTRUM OF CONVERTING BIOMEDICAL SCIENCE INTO PRACTICAL SOLUTIONS TO ADVANCE HUMAN HEALTH. IT IS PUBLISHED IN ODD NUMBER MONTHS, JANUARY, MARCH, MAY, JULY, SEPTEMBER, AND NOVEMBER. DIA ALSO PUBLISHES THE GLOBAL FORUM, ANOTHER E-PUBLICATION. IT OFFERS EXPERT GLOBAL AND REGIONAL COVERAGE OF DISCOVERY, DEVELOPMENT, REGULATION, SURVEILLANCE, AND MARKETING OF HEALTHCARE PRODUCTS, INCLUDING INTERVIEWS WITH LEADERS AND TOPICAL SUMMARIES FROM EDUCATIONAL EVENTS. IT IS PUBLISHED MONTHLY. 534573 0 160496 16719078 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 47 0 59 1 1 1 1 CH IN JA SZ 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACK FOSTER CFO 2154426100 21 DUPONT CIRCLE NW STE 300 WASHINGTON DC 20036 CYNTHIA VERST CHAIR ELECT 2.50 0.00 X X 0 0 0 JUDITH NG-CASHIN IMMEDIATE PAST CHAIR 2.50 0.00 X X 0 0 0 MICHAEL ROMANO TREASURER/SECRETARY 2.50 0.00 X X 0 0 0 MICHAEL DEVOY DIRECTOR 1.25 0.00 X 0 0 0 ELIZABETH GARNER DIRECTOR (UNTIL MAY 2022) 1.25 0.00 X 0 0 0 PETER HONIG DIRECTOR 1.25 0.00 X 0 0 0 FRANK JIANG DIRECTOR 1.25 0.00 X 0 0 0 TATYANA KOSHELEVA DIRECTOR 1.25 0.00 X 0 0 0 MICHAEL ROSENBLATT CHAIR ELECT 1.25 0.00 X 0 0 0 PETER SORGER DIRECTOR 1.25 0.00 X 0 0 0 KIHITO TAKAHASHI DIRECTOR 1.25 0.00 X 0 0 0 KARIN VAN BAELEN DIRECTOR 1.25 0.00 X 0 0 0 LINGSHI TAN PAST CHAIR (UNTIL JUNE '22) 1.25 0.00 X 0 0 0 JUNAID BAJWA DIRECTOR (JOINED JULY '22) 1.25 0.00 X 0 0 0 RACHEL ZHANG DIRECTOR (JOINED JULY '22) 1.25 0.00 X 0 0 0 BARBARA LOPEZ KUNZ GLOBAL CHIEF EXECUTIVE 40.00 0.00 X 819825 0 18300 JACK FOSTER CFO (AS OF MARCH 2022) 40.00 0.00 X 224107 0 30258 ANIA MITAN SVP/MD, EMEAIS 40.00 0.00 X 349700 0 26009 TIM HESS VICE PRESIDENT, IT 40.00 0.00 X 253735 0 33610 KATIE HILL VP, LEARNING & DIG. SOLUTIONS 40.00 0.00 X 188057 0 19636 ANNE MARIE LOGUE DIRECTOR, FINANCE & ACCOUNTING 40.00 0.00 X 182630 0 11175 KATIE TRUONG DIRECTOR, PEOPLE OPERATIONS 40.00 0.00 X 180742 0 27505 COURTNEY GRANVILLE DIRECTOR, SCIENTIFIC AFFAIRS 40.00 0.00 X 178827 0 10108 ALEXANDER ELDRIDGE SR. IT PROJECT MANAGER 40.00 0.00 X 166345 0 29511 LORRAINE RISBOSKIN ASSOC. DIR., ANN. 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REBATE - 2022 AMOUNT: $ 152,614. EXPIRED CREDITS - 2022 AMOUNT: $ 49,105. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 351292 344089 7203 1879376 1609729 269647 326768 279486 47282 324132 INVESTMENT IN SUBSIDIARY 1682958 F 1682958 DUE FROM AFFILIATES 7112533 TENANT SECURITY DEPOSITS 19850 RIGHT-OF-USE ASSETS 957396 SECURITY DEPOSITS 77886 8167665 DUE TO AFFILIATES 5842170 LEASE LIABILITIES 957396 6799566 X PART X, LINE 2: THE ASSOCIATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. EUROPE (INCLUDING ICELAND & GREENLAND) 1 15 PROGRAM SERVICES MEETINGS & TRAININGS 4463832 SOUTH ASIA 1 3 PROGRAM SERVICES MEETINGS & TRAININGS 133133 EUROPE (INCLUDING ICELAND & GREENLAND) 2 15 PROGRAM SERVICES MEETINGS & TRAININGS 3454689 4 33 0 0 4 33 8051654 0 8051654 1 0 1 0 0 0 PART III ACCOUNTING METHOD: FORM 5471: DIA HAS WORLDWIDE OPERATIONS HOUSED IN SEVERAL FOREIGN SUBSIDIARIES. 1 TUFTS UNIVERSITY 75 KNEELAND STREET SUITE 950 BOSTON MA 02111 042103634 501(C)(3) 144000 0 FUNDS RESEARCH PROJECT THAT DIA COLLABERATED WITH TUFTS UNIVERSITY: COMPREHENSIVE STUDY QUANTIFYING THE ADOPTION AND IMPACT OF PATIENT-CENTRIC INITIATIVES. 1 0 PART I, LINE 2: DIA AND TUFTS MEET REGULARLY AS A TEAM AND USE A COLLABORATION SITE (BOX) TO SHARE WORK AND PROGRESS ON THE GRANT. FUNDS ARE USED TO SUPPORT DEVELOPMENT OF SPECIFIC DELIVERABLES AND PAYMENTS ARE MADE ONCE MILESTONES ARE ACHIEVED. X X X X 0 0 0 0 0 0 0 1 0 BARBARA LOPEZ KUNZ GLOBAL CHIEF EXECUTIVE 620952 0 190513 0 8360 0 18300 0 0 0 838125 0 0 0 ANIA MITAN SVP/MD, EMEAIS 297964 0 51736 0 0 0 26009 0 0 0 375709 0 0 0 TIM HESS VICE PRESIDENT, IT 218241 0 35494 0 0 0 13448 0 20162 0 287345 0 0 0 JACK FOSTER CFO (AS OF MARCH 2022) 224107 0 0 0 0 0 13644 0 16614 0 254365 0 0 0 KATIE TRUONG DIRECTOR, PEOPLE OPERATIONS 163706 0 17036 0 0 0 10209 0 17296 0 208247 0 0 0 KATIE HILL VP, LEARNING & DIG. SOLUTIONS 176357 0 11700 0 0 0 10792 0 8844 0 207693 0 0 0 ALEXANDER ELDRIDGE SR. IT PROJECT MANAGER 152467 0 13878 0 0 0 9349 0 20162 0 195856 0 0 0 ANNE MARIE LOGUE DIRECTOR, FINANCE & ACCOUNTING 180000 0 0 0 2630 0 10800 0 375 0 193805 0 0 0 COURTNEY GRANVILLE DIRECTOR, SCIENTIFIC AFFAIRS 168462 0 9854 0 511 0 10108 0 0 0 188935 0 0 0 LORRAINE RISBOSKIN ASSOC. DIR., ANN. MTG LOG./EXHIBITS 146752 0 11642 0 0 0 9003 0 8844 0 176241 0 0 0 PART I, LINE 7 CERTAIN EMPLOYEES ARE ELIGIBLE FOR DISCRETIONARY BONUSES CONTINGENT ON MEETING INDIVIDUAL PERFORMANCE METRICS DURING THE YEAR AND THE ORGANIZATION'S GOALS AS A WHOLE. BONUSES ARE CONSIDERED ALONG WITH OTHER COMPENSATION TO ENSURE THAT ALL COMPENSATION PAYMENTS ARE REASONABLE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY DUES BUT WHO DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT IS THEN JOINTLY REVIEWED BY THE PRESIDENT & GLOBAL CHIEF EXECUTIVE, THE CFO AND THE BOARD TREASURER/FINANCE COMMITTEE CHAIR. AFTER THIS REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT PERIODICALLY, MANAGEMENT AND THE BOARD EVALUATES EXISTING PAID VENDOR RELATIONSHIPS FOR GOODS AND/OR SERVICES. THEY ASSESS THE PARTIES INVOLVED AND THE RELATIONSHIPS BETWEEN THEM AND DIA. WHERE CONFLICTS WITH STANDING POLICY MAY DEVELOP OR EXIST, APPROPRIATE CORRECTIVE ACTIONS ARE TAKEN, UP TO AND INCLUDING REPLACEMENT OF THE VENDOR WITH A SUITABLE AND QUALIFIED SUBSTITUTE THAT POSES NO CONFLICT OF INTEREST. NEW VENDORS ARE EVALUATED TO DETERMINE IF POTENTIAL CONFLICTS EXIST BEFORE APPROVAL OF ANY PAID RELATIONSHIP IS GRANTED. EVERY YEAR, ALL BOARD MEMBERS COMPLETE AND SIGN A CERTIFICATION AS REQUIRED BY OUR CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER IS CONFLICTED OR THERE IS A POTENTIAL PERCEIVED CONFLICT, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM FURTHER DELIBERATIONS AND DECISION-MAKING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE COMPENSATION OF ALL UPPER MANAGEMENT LEVEL EMPLOYEES TO ENSURE THEY ARE COMPLIANT WITH ALL APPLICABLE LAWS AND CONSISTENT WITH THE COMPENSATION POLICY. THIS INCLUDES SALARY, BENEFITS, BONUSES AND OTHER PAYMENTS MADE. THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. THE REVIEW PROCESS AND BASIS FOR COMPENSATION PACKAGES IS ADEQUATELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED ON WEBSITE ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION LOSS -131,889. TRANSFER TO AFFILIATE -51,214. 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