2022-11-10T10:06:58-06:00 2021-12-31 420714325 RSM US LLP 1250 H STREET SUITE 700 WASHINGTON DC 20005 990 2021-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 ZERIHUN HAILE-SELASSIE CHIEF FINANCIAL OFFICER 2029713636 2022-11-02 1 ZERIHUN HAILE-SELASSIE XXX-XX-XXXX SARA SMITH P01332734 2022932200 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z KATE FRYER 2055 L STREET NW NO 600 WASHINGTON DC 20036 34024473 0 X WWW.ENDOCRINE.ORG X 1918 DE SEE PART III, LINE 1 15 12 98 2680 1860783 685428 5233411 6339637 16603306 20327788 2247823 1299406 4345458 731101 28429998 28697932 130500 83665 0 0 12106312 11711041 0 0 785448 11807708 11834297 24044520 23629003 4385478 5068929 77413545 84069973 26354557 23196581 51058988 60873392 X WE UNITE, LEAD, AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 0 0 5770524 55500 6061420 EDUCATION, PROGRAMS, 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 2021 (MARCH 20-23) WAS HOSTED COMPLETELY ONLINE AND BOASTED A FULL PROGRAM OF TOP-FLIGHT SESSIONS LED BY 400+ EXPERTS FROM ALL AROUND THE WORLD. THE CONFERENCE ATTRACTED MORE THAN 7,300 REGISTRANTS AND FEATURED 50+ EXHIBITORS, 2,200 SCIENTIFIC ABSTRACTS, AND A ROBUST CATALOG OF 200+ LIVE/ON-DEMAND CONTENT. THANKS TO OUR GENEROUS SUPPORTERS, THE SOCIETY WAS ABLE TO DELIVER TEN EXCEPTIONAL CMES PROGRAMS TO FURTHER ROUND OUT THE PROGRAM. THE SOCIETY ALSO INFUSED NEW EXPERIENCES TO THE 2021 SIGNATURE CONFERENCE. FOR EXAMPLE, ENDO 2021 INCLUDED EIGHT WELLNESS AND MINDFULNESS ACTIVITIES, EIGHT SOCIAL ENGAGEMENT AND NETWORKING EVENTS, 11 DEI-FOCUSED LIVE SESSIONS AND RESOURCE GUIDES, AND 17 DISCOVERY FORUMS TO SHOWCASE EMERGING THERAPEUTICS/TECHNOLOGIES TO ENHANCE PATIENT OUTCOMES. WHILST COVID-19 FORCED US TO CONVENE ENTIRELY ONLINE, IT DID NOT PRECLUDE THE SOCIETY FROM PRODUCING A WORLD CLASS PROGRAM AND INIMITABLE VENUE FOR ENDOCRINOLOGISTS FROM ALL OVER THE WORLDTO CONNECT, LEARN, AND SHARE. 4714038 0 11626788 PUBLICATIONS: ES PUBLICATIONS ENGAGE IN THREE AREAS OF ACTIVITY:1. JOURNALS: ES PUBLISHES FOUR PEER-REVIEWED SCIENTIFIC JOURNALS. THE JOURNALS FURTHER THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS. THREE OF THE JOURNALS ARE PUBLISHED MONTHLY; THE OTHER IS PUBLISHED BI-MONTHLY. THE JOURNALS PUBLISH MORE THAN 1,000 ARTICLES A YEAR. OVER 2,800 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. 1993066 28165 32491 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, DEVELOPINGPOSITION 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 3715849 0 3035711 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. 3715849 0 3035711 16193477 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 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 1 241 0 1 98 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 ROB LASH CHIEF MEDICAL OFFICER 37.50 X 448109 0 60305 BARBARA BYRD KEENAN FORMER CEO 0.00 X 489909 0 10717 PAUL HEDRICK CHIEF FINANCIAL OFFICER 37.50 X 349968 0 62141 KATE FRYER CHIEF EXECUTIVE OFFICER 37.50 X 365637 0 21359 KRISTA KIRK CHIEF PEOPLE OFFICER 37.50 X 314872 0 55867 MILA BECKER CHIEF POLICY OFFICER 37.50 X 324605 0 29000 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 37.50 X 284943 0 57278 CHRIS URENA CHIEF LEARNING OFFICER 37.50 X 227226 0 32113 AARON LOHR CHIEF COMMUNICATIONS OFFICER 37.50 X 198887 0 49399 MICHEL FARHAT CHIEF STRAT. PSHP OFFICER (THRU 7/21) 37.50 X 183765 0 32904 TIMONTHY BEARDSLEY EXECUTIVE EDITOR 37.50 X 169200 0 37304 EMILY REYER DIRECTOR & CONTROLLER, FIN 37.50 X 179062 0 21014 RODNEIKKA SCOTT CHIEF MBR & DIV. PROGRAMS OFFICER 37.50 X 159428 0 26726 CAROL WYSHAM PRESIDENT (AS OF 4/21) 6.00 X X 27500 0 0 URSULA KAISER PRESIDENT-ELECT (AS OF 3/21) 6.00 X X 20000 0 0 DALE ABEL PAST PRESIDENT (THRU 4/21) 6.00 X X 0 0 0 GARY HAMMER IMMED. PAST PRESIDENT (AS OF 4/21) 6.00 X X 0 0 0 DOLORES SHOBACK SECRETARY-TREASURER 6.00 X X 32000 0 0 JEFFREY BOORD SEC TREASURER ELECT (AS OF 4/21) 6.00 X 0 0 0 HENRY ANHALT BOARD MEMBER (THRU 4/21) 6.00 X 0 0 0 RICHARD AUCHUS BOARD MEMBER 6.00 X 4750 0 0 SAMANTHA BUTTS BOARD MEMBER 6.00 X 0 0 0 ANN DANOFF BOARD MEMBER (THRU 4/21) 6.00 X 0 0 0 GHADA EL-HAJJ FULEIHAN BOARD MEMBER 6.00 X 0 0 0 WHITNEY GOLDNER BOARD MEMBER 6.00 X 0 0 0 RUTH KERI BOARD MEMBER 6.00 X 0 0 0 KATHRYN MARTIN BOARD MEMBER 6.00 X 2750 0 0 JOHN NEWELL-PRICE BOARD MEMBER 6.00 X 0 0 0 STEPHEN ROSENTHAL BOARD MEMBER (THRU 4/21) 6.00 X 0 0 0 JOY WU BOARD MEMBER 6.00 X 0 0 0 ARTHUR GUTIERREZ-HARTMANN BOARD MEMBER 6.00 X 0 0 0 ROCIO PAREIRA BOARD MEMBER 6.00 X 750 0 0 CAROLYN SMITH BOARD MEMBER 6.00 X 0 0 0 3783361 0 496127 32 1 1 0 OXFORD JOURNALS GREAT CLARENDON STREET OXFORD UK OX2 6DP PRODUCE/PRINT JOURNALS 1258215 CLINICAL CARE OPTIONS LLC 12001 SUNRISE VALLEY DRIVE 300 RESTON VA 20191 MEDICAL EDUCATION 874146 THE SHERIDAN PRESS INC 450 FAME AVE HANOVER PA 17331 JOURNAL PRINTING/ELECTRONIC PROCESSING 428752 PHARMACEUTICAL MEDIA INC 12 SOUTH ORANGE AVENUE SOUTH ORANGE NJ 07079 MARKETING & SALES REPRESENTATION - DIGIT 344776 CAPITAL REACH LLC 7112 SYCAMORE AVE TAKOMA PARK MD 20912 STREAMING MEDIA AND WEBCAST FOR CONFEREN 314244 16 50793 6288844 6339637 JOURNAL SALES 511120 9381639 7520856 1860783 MEETING & REGISTRATION 611600 5271169 5271169 MEMBERSHIP DUES 900099 2397024 2397024 AUTHOR CHARGES 511120 2389459 2389459 REPRINT SALES 511120 145305 145305 743192 743192 20327788 1120010 1120010 309960 299124 10836 293404 1762 291642 291642 291642 5504175 5324779 179396 179396 179396 129499 129499 129499 28697932 18895628 1860783 1601884 X 2500 2500 74665 74665 6500 6500 2700770 1253431 1218836 228503 7021745 4154647 2531212 335886 618092 467993 137861 12238 892390 418104 416194 58092 478044 298630 159753 19661 62232 39400 22568 264 75336 75336 108074 108074 81428 81428 3809940 3566566 243374 404637 404637 1098459 875330 184391 38738 422716 225122 197594 1047634 587286 399172 61176 11970 8861 3109 88278 88278 339845 283636 26664 29545 972055 164902 807153 133910 57172 76738 INCOME TAXES 205663 205663 PRINTING /COMPOSITION 896048 895052 996 HONORARIA 742344 742344 OTHER 402040 349749 52195 96 931688 914935 16500 253 23629003 16193477 6650078 785448 11102569 13397846 1733582 1478027 749582 773573 20519467 8684142 13026508 11835325 50400255 56372752 401049 212450 77413545 84069973 4201134 3701307 8436857 6939057 11814525 11469693 1713442 1086524 188599 0 26354557 23196581 X 46292569 55554933 4766419 5318459 51058988 60873392 77413545 84069973 5068929 4745475 0 X X 0 1 X 1 0 X 6533632 7145341 6715384 5233411 6339637 31967405 18017839 18741243 18309536 18176794 18596504 91841916 24551471 25886584 25024920 23410205 24936141 123809321 0 0 0 123809321 1352453 1495977 1871768 1540224 1723374 7983796 437236 466771 409112 461798 541488 2316405 1789689 1962748 2280880 2002022 2264862 10300201 26341160 27849332 27305800 25412227 27201003 134109522 0.92320 0.92450 0.07680 0.07550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 658 193902 194560 22371120 22565680 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 220219 223875 182900 194560 821554 250000 250000 250000 250000 1000000 1500000 989 623 531 658 2801 212450 X X 0 3015896 254 354519 10123 38502 3322044 2772831 100 334873 54203 37705 3015896 2358477 468906 14818 39734 2772831 2573291 5500 -121096 60445 38773 2358477 2272339 -300 359220 4000 38625 2573291 0.00000 0.60600 0.39400 0 0 16452886 5090787 11362099 98043 56024 42019 3283767 3058692 225075 684771 478639 206132 11835325 36043048 4745475 2679307 7424782 28618266 81428 -1762 79666 28697932 26228644 2679307 1762 2681069 23547575 81428 81428 23629003 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, PROFESSIONAL AND PERSONAL RESEARCH PAPERS, SLIDES AND MANY HISTORICAL ARTICLES. 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 - 38.0% AWARDS - 57.1% TRAVEL GRANTS - 4.9% PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII -1,762. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 1,762. 1 0 0 0 0 0 0 0 0 0 RESEARCH NORTH AMERICA 1 2500 CHECK ABSTRACT NORTH AMERICA 2 1000 CHECK ABSTRACT EUROPE (INCLUDING ICELAND & GREENLAND) 2 1000 CHECK EARLY INVESTIGATOR EUROPE (INCLUDING ICELAND & GREENLAND) 2 2000 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 7 37165 ABSTRACT AWARDS 9 4500 RESEARCH AWARDS 12 30000 EARLY INVESTIGATION AWARD 3 3000 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 1 0 0 0 0 0 0 1 0 ROB LASH CHIEF MEDICAL OFFICER 368253 0 77084 0 2772 0 29000 0 31847 0 508956 0 0 0 BARBARA BYRD KEENAN FORMER CEO 0 0 0 0 489909 0 0 0 10717 0 500626 0 0 0 PAUL HEDRICK CHIEF FINANCIAL OFFICER 283025 0 65137 0 1806 0 29000 0 33683 0 412651 0 0 0 KATE FRYER CHIEF EXECUTIVE OFFICER 329048 0 35000 0 1589 0 0 0 21721 0 387358 0 0 0 KRISTA KIRK CHIEF PEOPLE OFFICER 247941 0 65965 0 966 0 25476 0 30933 0 371281 0 0 0 MILA BECKER CHIEF POLICY OFFICER 303679 0 19120 0 1806 0 29000 0 542 0 354147 0 0 0 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 261549 0 18060 0 5334 0 26887 0 30933 0 342763 0 0 0 CHRIS URENA CHIEF LEARNING OFFICER 210483 0 16365 0 378 0 21205 0 11450 0 259881 0 0 0 AARON LOHR CHIEF COMMUNICATIONS OFFICER 182767 0 15700 0 420 0 19008 0 30906 0 248801 0 0 0 MICHEL FARHAT CHIEF STRAT. PSHP OFFICER (THRU 7/21 150796 0 10000 0 22969 0 13745 0 19475 0 216985 0 0 0 TIMONTHY BEARDSLEY EXECUTIVE EDITOR 156573 0 9855 0 2772 0 16195 0 21548 0 206943 0 0 0 EMILY REYER DIRECTOR & CONTROLLER, FIN 165629 0 11627 0 1806 0 16872 0 4600 0 200534 0 0 0 RODNEIKKA SCOTT CHIEF MBR & DIV. PROGRAMS OFFICER 149097 0 9972 0 359 0 13999 0 12841 0 186268 0 0 0 PART I, LINE 4A BARBARA BYRD KEENAN, SEVERANCE: $271,729 MICHEL FARHAT, SEVERANCE: $19,892 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, CONSTRUCTION & FURNISHING OF HEADQUARTERS 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 URSULA KAISER OFFICER AND DIRECTOR OF SOCIETY 1500 AWARD AWARD FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF FOUR VOTING MEMBERS: THE CURRENT PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, AND THE SECRETARY-TREASURER. THE CEO SHALL BE AN EX-OFFICIO MEMBER, WITHOUT VOTE, AS SHALL BE THE SECRETARY-TREASURER-ELECT, WHEN OCCURRING. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE AUTHORITY OF THE BOARD EXCEPT AS WITHHELD BY BOARD RESOLUTION. 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 100 YEARS OF INSULIN: PROGRAM SERVICE EXPENSES 15,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,050. ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 507,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 507,150. BASIC SCIENCE WEBCASTING: PROGRAM SERVICE EXPENSES 49,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,000. CLINICAL PRACTICE GUIDELINES: PROGRAM SERVICE EXPENSES 62,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,826. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 242,752. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242,752. ELECTION/BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,509. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,509. ENDO CARES PROGRAM: PROGRAM SERVICE EXPENSES 28,600. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,600. EXECUTIVE COACHING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,931. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,931. EXECUTIVE COMPENSATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,294. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,294. FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 18,143. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,143. GLOBAL EDC: PROGRAM SERVICE EXPENSES 75,479. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,479. GLUCOSE MONITORING - POCKET GUIDE: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,000. HHN MIGRATION: PROGRAM SERVICE EXPENSES 11,980. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,980. HYPOGLYCEMIA PROJECT: PROGRAM SERVICE EXPENSES 62,120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,120. LMS CONSULTING: PROGRAM SERVICE EXPENSES 11,228. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,228. MANAGEMENT LEADERSHIP TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,500. MARKETING CONSULTANT: PROGRAM SERVICE EXPENSES 11,250. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,250. MEDICAL EDUCATION & COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 1,698,827. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,698,827. MEDICAL ILLUSTRATORS: PROGRAM SERVICE EXPENSES 32,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,266. 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 62,135. MANAGEMENT AND GENERAL EXPENSES 33,554. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,689. OBESITY FELLOWS PROGRAM: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. OBESITY MEASUREMENT GUIDELINES: PROGRAM SERVICE EXPENSES 59,662. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,662. OFFICE SPACE REDESIGN: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,586. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,586. ON-LINE PLATFORM: PROGRAM SERVICE EXPENSES 79,117. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 79,117. TYPE 2 DIABETES AND CARDIOVASCULUAR DISEASE: PROGRAM SERVICE EXPENSES 20,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,500. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,860. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,860. PEDIATRIC GROWTH HORMONE DEFICIENCY: PROGRAM SERVICE EXPENSES 61,950. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,950. PLANNING AND GROWTH CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,140. PUBLICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 48,899. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,899. SEO PROJECT: PROGRAM SERVICE EXPENSE FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ES 2055 LLC 2055 L STREET NW WASHINGTON DC 20036 465264439 LEASING DC 293404 184597 ENDOCRINE SOCIETY THE HORMONE FOUNDATION 2055 L STREET NW WASHINGTON DC 20036 911800236 PUBLIC EDUCATION - HORMONE RELATED HEALTH CONDITION MD 501(C)(3) 509(A)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0