2022-10-24T07:36:53-05:00 2021-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE MILWAUKEE WI 53202 990 2021-01-01 061263827 INTERNATIONAL PARKINSON AND MOVEMENT DISORDER SOCIETY INC INTE 4142762145 555 E WELLS STREET 1100 MILWAUKEE WI 53202 IRENE LITVAN MD TREASURER 4142766445 2022-10-24 1 IRENE LITVAN MD 999009999 KATY L SOMMER P00273273 4142711451 2022-09-27 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z FRANCISCO CARDOSO MD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 17716306 0 X WWW.MOVEMENTDISORDERS.ORG X 1989 NY TO ADVANCE THE NEUROLOGICAL SCIENCES PERTAINING TO MOVEMENT DISORDERS; TO IMPROVE THE DIAGNOSIS AND TREATMENT OF PATIENTS; TO OPERATE EXCLUSIVELY FOR SCIENTIFIC, SCHOLARLY AND EDUCATIONAL PURPORSES; TO ENCOURAGE RESEARCH; TO PROVIDE FORUMS FOR SHARING IDEAS AND FOR ADVANCING THE RELATED CLINICAL AND SCIENTIFIC DISCIPLINES; AND TO ENCOURAGE INTEREST AND PARTICIPATION IN THE ACTIVITIES OF THE SOCIETY AMOUNG HEALTHCARE AND ALLIED PROFESSIONALS AND SCIENTISTS. 17 16 0 150 42500 32485 2206401 168419 6406730 8748568 723762 1047197 778268 2353301 10115161 12317485 354592 52567 0 0 65150 66350 0 0 0 7383765 7160704 7803507 7279621 2311654 5037864 42845265 48331901 958993 997591 41886272 47334310 X TO ADVANCE THE NEUROLOGICAL SCIENCES PERTAINING TO MOVEMENT DISORDERS; TO IMPROVE THE DIAGNOSIS AND TREATMENT OF PATIENTS; TO OPERATE EXCLUSIVELY FOR SCIENTIFIC, SCHOLARLY AND EDUCATIONAL PURPORSES; TO ENCOURAGE RESEARCH; TO PROVIDE FORUMS FOR SHARING IDEAS AND FOR ADVANCING THE RELATED CLINICAL AND SCIENTIFIC DISCIPLINES; AND TO ENCOURAGE INTEREST AND PARTICIPATION IN THE ACTIVITIES OF THE SOCIETY AMOUNG HEALTHCARE AND ALLIED PROFESSIONALS AND SCIENTISTS. 0 0 1582090 2165500 INTERNATIONAL CONGRESS: IN 2021 THE INTERNATIONAL CONGRESS WAS HELD VIRTUALLY AND HOSTED 13,000 ATTENDEES. 1121068 4697840 MDS OFFERS VARIOUS CLINICAL OUTCOME ASSESSMENTS TO PHYSICIANS, RESEARCHERS AND HEALTH PROFESSIONALS INTERESTED IN PARKINSON'S DISEASE AND OTHER MOVEMENT DISORDERS. THESE SCALES WORK TO IMPORVE THE DIAGNOSIS OF MOVEMENT DISORDERS AND PATIENT CARE, AS WELL AS INCREASE THE VALIDITY AND RELIABILITY OF RESEARCH STUDIES. 1489397 27500 512973 THE ROLE OF THE REGIONAL SECTIONS ARE TO FURTHER THE GOALS AND OBJECTIVES OF MDS INTERNATIONAL. THE SECTIONS STRIVE TO INCREASE THE INTEREST, EDUCATION AND PARTICIPATION OF NEUROLOGISTS, MOVEMENT DISORDER SPECIALISTS, NON-MOVEMENT DISORDER SPECIALISTS, TRAINEES, HEALTH PROFESSIONALS AND SCIENTISTS IN THE ASIAN AND OCEANIAN, EUROPEAN, PAN AMERICAN, AND SUB-SAHARAN AFRICA. 1325993 25067 1372255 $316,650 MOVEMENT DISORDERS, THE OFFICIAL JOURNAL OF THE MOVEMENT DISORDER SOCIETY IS A HIGHLY READ AND REFERENCE JOURNAL COVERING ALL TOPICS OF THE FIELD - BOTH CLINICAL AND BASIC SCIENCE. THE JOURNAL HAS AN IMPACT FACTOR OF 9.698. THE MOVEMENT DISORDERS - CLINICAL PRACTICE, ONLINE JOURNAL, THAT FOCUSES ON PEER-REVIEWED ARTICLES THAT FOCUS ON CLINICAL PRACTICE AND EDUCATIONAL ISSUES RELEVANT TO MOVEMENT DISORDERS NEUROLOGY. IT EARNED AN INAUGURAL IMPACT FACTOR OF 4.514, SUPPORTED BY 2,088 CITATIONS AND 412,000 ANNUAL ARTICLE DOWNLOADS. $581,031 MDS PROVIDES VARIOUS EDUCATIONAL COURSES, WEB OFFERINGS AND ENDURING MATERIALS ON MOVEMENT DISORDERS TO PHYSICIANS AND OTHER HEALTHCARE PROFESSIONALS AROUND THE WORLD. $474,574 OTHER 1325993 25067 1372255 5518548 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 1 0 NY X EXECUTIVE DIRECTORINC 4142766445 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 CHRISTOPHER G GOETZ MD PAST PRESIDENT 10.00 X X 1800 0 0 CLAUDIA M TRENKWALDER MD PAST PRESIDENT 10.00 X X 37500 0 0 BASTIAAN R BLOEM MD PHD PAST SECRETARY 10.00 X X 0 0 0 JOAQUIM FERREIRA MD PHD PAST DIRECTOR 1.00 X 0 0 0 LOUIS CS TAN FRCP PAST TREASURER 5.00 X X 300 0 0 SHENGDI CHEN MD PHD PAST DIRECTOR 1.00 X 0 0 0 MAYELA RODRIGUEZ VIOLANTE MD PAST DIRECTOR 1.00 X 1500 0 0 D JAMES SURMEIER PHD PAST DIRECTOR 1.00 X 0 0 0 PILLE TABA MD PHD PAST DIRECTOR 1.00 X 0 0 0 CHARLES ADLER MD PHD SECRETARY 10.00 X X 1250 0 0 WASSILIOS MEISSNER MD PHD TREASURER-ELECT 5.00 X X 1500 0 0 VICTOR SC FUNG MBBS PHD FRACP PRESIDENT-ELECT 5.00 X X 0 0 0 FRANCISCO CARDOSO MD PHD FAAN PRESIDENT 15.00 X X 3400 0 0 IRENE LITVAN MD TREASURER 5.00 X X 0 0 0 MARINA AJ DE KONING-TIJSSEN MD PHD SECRETARY-ELECT 5.00 X X 1500 0 0 ALICE M NIEUWBOER PHD DIRECTOR 1.00 X 500 0 0 CRISTIAN FALUP-PECURARIU MD DIRECTOR 1.00 X 2000 0 0 MARK J EDWARDS MBBS BSC FRCP PHD DIRECTOR 1.00 X 0 0 0 ENG-KING TAN MD DIRECTOR 1.00 X 300 0 0 NOBUTAKA HATTORI MD PHD DIRECTOR 1.00 X 0 0 0 ROONGROJ BHIDAYASIRI MD FRCP FRCPI DIRECTOR 1.00 X 3050 0 0 REGINA KATZENSCHLAGER MD DIRECTOR 1.00 X 0 0 0 HYDER A JINNAH MD PHD DIRECTOR 1.00 X 500 0 0 TATYANA SIMUNI MD DIRECTOR 1.00 X 2500 0 0 RUEY-MEEI WU MD PHD DIRECTOR 1.00 X 8750 0 0 66350 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 EAST WELLS ST STE 1100 MIILWAUKEE WI 53202 MANAGEMENT 4213740 FREEMAN 3801 ADLER DRIVE SUITE 150 DALLAS TX 75211 VIRTUAL MEETING PLATFORM 366396 BLUE SKY ELEARN LLC 5405 MOREHOUSE DRIVE SAN DIEGO CA 92121 PRODUCTION & STREAMING SERVICES 328750 KING'S COLLEGE LONDON 5-11 LAVINGTON STREET LONDON UK SE1 0NZ RESEARCH, VALIDATION OF MDS-NMS-Q 117009 4 168419 168419 CLINICAL OUTCOME ASSESSMENTS 900099 4697840 4697840 CONGRESS 900099 2165500 2123000 42500 MEMBERSHIP DUES 900099 903950 903950 REGIONAL SECTIONS 900099 512973 512973 JOURNAL 900099 316650 316650 151655 151655 8748568 970772 970772 847421 847421 4800 0 4800 4800 4800 5475246 5398821 76425 76425 76425 25400 0 25400 25400 INSURANCE PROCEEDS 900099 1439450 1439450 MISCELLANEOUS 900099 30890 30890 SUBSCRIPTIONS 900099 5250 5250 90 90 1475680 12317485 11135794 42500 970772 X 5000 5000 47567 47567 66350 66350 4213740 2751649 1462091 6526 6526 1065482 1042973 22509 52497 49247 3250 99537 23954 75583 228114 201006 27108 28075 13746 14329 191625 191075 550 73887 73887 17593 3346 14247 STIPENDS 434223 312724 121499 JOURNAL EDITORIAL EXPEN 397500 397500 AWARDS 296444 296054 390 ARTWORK/DESIGN 26366 23985 2381 29095 18485 10610 7279621 5518548 1761073 0 7383097 11220683 2375137 3061642 1661509 1374314 384837 792763 30738570 31538427 294886 335334 7229 8738 42845265 48331901 382244 308467 576749 689124 958993 997591 X 41688927 46993166 197345 341144 41886272 47334310 42845265 48331901 X 5037864 446316 -36142 X 0 1 X 1 0 X 5347496 4494688 4889640 2991721 168419 17891964 5368825 7540754 9367484 5621410 8773968 36672441 10716321 12035442 14257124 8613131 8942387 54564405 1705500 1087750 644562 52500 76500 3566812 0 1705500 1087750 644562 52500 76500 3566812 50997593 1232341 1376621 1475609 1538726 1899418 7522715 81936 87975 73883 66226 33485 343505 1314277 1464596 1549492 1604952 1932903 7866220 129436 5800 6600 4947 1475680 1622463 12160034 13505838 15813216 10223030 12350970 64053088 0.79620 0.81080 0.12280 0.10930 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2017 AMOUNT: $ 129,436. 2018 AMOUNT: $ 5,800. 2019 AMOUNT: $ 6,600. 2020 AMOUNT: $ 4,947. 2021 AMOUNT: $ 30,980. INSURANCE PROCEEDS - 2021 AMOUNT: $ 1,439,450. SUBSCRIPTIONS - 2021 AMOUNT: $ 5,250. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 12721133 446316 -36142 410174 12310959 6526 6526 12317485 7273095 0 7273095 6526 6526 7279621 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2021, WAS $9,746. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2021, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. THE ORGANIZATION IS CURRENTLY NOT UNDER AUDIT BY ANY FEDERAL OR STATE TAXING AUTHORITY. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON EXCHANGE RATE CONVERSION -36,142. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTS AND OTHER ASSISTANCE 5000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTS AND OTHER ASSISTANCE 10000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTS AND OTHER ASSISTANCE 32567 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE MDS-UPDRS REMOTE ADMINISTRATION STUDY 8750 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE MDS-UPDRS REMOTE ADMINISTRATION STUDY 8750 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE REGIONAL EDUCATION LEADERSHIP 5731 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 PROGRAM SERVICE EDUCATION CHAIR 10000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 1 PROGRAM SERVICE CSPC CHAIR 10000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 2 PROGRAM SERVICE PUBLICATIONS 55000 SOUTH AMERICA 0 1 PROGRAM SERVICE PUBLICATIONS 25000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 4 PROGRAM SERVICE PUBLICATIONS 65000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 5 PROGRAM SERVICE CLINICAL OUTCOME ASSESSMENTS CHAIR 26169 0 5 0 12 0 17 90798 171169 261967 SOUTH AMERICA SUPPORTED MEETING 5067 WIRE TRANSFER 0 NORTH AMERICA SUPPORTED MEETING 10000 WIRE TRANSFER 0 2 0 VISITING TRAINEE GRANTS SOUTH AMERICA 1 27500 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: APPLICATIONS FOR TRAVEL GRANTS, BURSARIES OR SCHOLARSHIPS ARE REVIEWED BY THE APPLICABLE OVERSIGHT COMMITTEE WITHIN MDS. THIS TYPE OF ASSISTANCE IS MEANT TO COVER TRAVEL EXPENSES TO ATTEND THE COURSE AND THE FUNDING IS PAID OUT AFTER THE ACCEPTED APPLICANT HAS ATTENDED THE COURSE. FOR SUPPORTED MEETINGS AND DEVELOPING WORLD EDUCATION PROGRAMS (DWEP) THE APPLICATIONS ARE REVIEWED BY THE REGIONAL EXECUTIVE COMMITTEE AND THEN PRESENTED TO THE OFFICERS FOR FINAL APPROVAL. MDS REQUIRES A FINAL REPORT TO BE SUBMITTED AFTER THE COMPLETION OF THE MEETING WHICH IS REVIEWED TO ENSURE THE FUNDING WAS USED AS INTENDED. PART III ACCOUNTING METHOD: PART 1 LINE 3 THE AMOUNTS LISTED IN PART I # 3 COLUMN (F) INCLUDE ALL EXPENSES PERTAINING TO THE ACTIVITIY(S) IN THAT PARTICULAR REGION BASED ON HOW THE EXPENSES ARE TRACKED AND RECORDED FOR THE SOCIETY'S INTERNAL FINANCIAL STATEMENTS. THESE EXPENDITURES INCLUDE ANY PRINTING, SHIPPING, OTHER OFFICE COSTS RELATED TO THE ACTIVITY(S) THAT WERE NOT NECESSARILY INCURRED IN THE REGION OF THE ACTIVITY. THE AMOUNTS ALSO INCLUDE ANY GRANTS GIVEN TO RECIPIENTS LOCATED IN THE US FOR THEIR TRAVEL/SERVICE AT THE FOREIGN ACTIVITY. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - MDS IS IN CONTRACT WITH EXECUTIVE DIRECTOR, INC. TO PROVIDE ASSOCIATION MANAGEMENT SERVICES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE SOCIETY CONSISTS OF THE FOLLOWING CLASSES: (1) REGULAR MEMBERS; (2) JUNIOR MEMBERS; (3) WAIVED DUES MEMBERS; (4) HEALTH PROFESSIONAL (NON-PHYSICIAN) MEMBERS; (5) STUDENT MEMBERS; AND (6) HONORARY MEMBERS. REFER TO ARTICLE III SECTION 1 OF THE BYLAWS FOR MEMBERSHIP ELIGIBILITY. FORM 990, PART VI, SECTION A, LINE 7A ARTICLE III SECTION 4 OF BYLAWS: ALL REGULAR, WAIVED DUES, AND HONORARY MEMBERS, WHOSE DUES ARE PAID IN FULL ARE ENTITLED TO VOTE AS PROVIDED IN THE BYLAWS FOR THE PURPOSE OF (A) ELECTING OFFICERS AND MEMBERS OF THE INTERNATIONAL EXECUTIVE COMMITTEE (I.E. DIRECTORS). ANY JUNIOR AND HEALTH PROFESSIONAL MEMBERS WHO OPT TO PAY THE FULL MEMBERSHIP DUES ARE ALSO ENTITLED TO VOTE. FORM 990, PART VI, SECTION A, LINE 7B ALL MEMBERS, INCLUDING REGULAR, WAIVED DUES, AND HONORARY MEMBERS, WHOSE DUES ARE PAID IN FULL ARE ENTITLED TO VOTE AS PROVIDED IN THE BYLAWS FOR THE PURPOSE OF (B) VOTING ON PROPOSED AMENDMENTS TO THE BYLAWS; AND ( C) VOTING AT GENERAL BUSINESS MEETINGS. ANY MATTER TO BE DECIDED BY A VOTE OF THE MEMBERS SHALL, ESCEPT AS OTHERWISE PROVIDED IN THE BYLAWS OR IN THE NEW YORK NON-PROFIT CORPORATION LAW, BE DECIDED BY MAJORITY VOTE OF MEMBERS PRESENT IN PERSON OR BY PROXY. ANY JUNIOR AND HEALTH PROFESSIONAL MEMBERS WHO OPT TO PAY THE FULL MEMBERSHIP DUES ARE ALSO ENTITLED TO VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS APPOINTED THE MDS FINANCE COMMITTEE TO SERVE AS THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS THE FORM 990 PRIOR TO IT BEING FILED AND PROVIDES A RECOMMENDATION TO THE BOARD. AFTER THE FORM 990 IS APPROVED BY THE BOARD, IT IS SIGNED AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, INTERNATIONAL EXECUTIVE COMMITTEE MEMBERS, COMMITTEE AND TASK FORCE LEADERS ARE COVERED. IT IS THE POLICY OF THE MOVEMENT DISORDER SOCIETY (MDS) TO ENSURE BALANCE AND OBJECTIVITY IN ALL DECISIONS MADE BY THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 15B MDS IS MANAGED BY EXECUTIVE DIRECTOR INC., A FOR-PROFIT MANAGEMENT COMPANY. MDS HAS NO OFFICAL EMPLOYEES BECAUSE ALL STAFF ASSIGNED TO MDS ARE EMPLOYEES OF THE MANAGEMENT COMPANY. MDS DOES NOT HAVE ANYONE THAT FITS THE DEFINITION OF A KEY EMPLOYEE. THE MDS OFFICERS AND INTERNATIONAL EXECUTIVE COMMITTEE DISCUSS AND APPROVE THE STIPEND AMOUNTS TAKING INTO CONSIDERATION THE STIPEND AMOUNTS PROVIDED AT RELATED ORGANIZATIONS. THOSE INDIVIDUALS DUE TO RECEIVE A STIPEND DO NOT PARTICIPATE IN THE DISCUSSION OR APPROVAL PROCESS. FORM 990, PART VI, SECTION C, LINE 19 MDS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990/990-T AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ALL SUCH REQUESTS SHOULD BE IN WRITING TO THE SECRETARIAT OFFICE. THE BYLAWS ARE ALSO MADE AVAILABLE ON THE ORGANIZATIONS WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,042,973. MANAGEMENT AND GENERAL EXPENSES 22,509. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,065,482. FORM 990, PART XI, LINE 9: LOSS ON EXCHANGE RATE CONVERSION -36,142.