2021-11-11T10:07:40-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 PAUL HEDRICK CFO 2029713636 2021-11-11 1 PAUL HEDRICK XXX-XX-XXXX SARA SMITH P01332734 2022932200 2021-11-05 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z KATE FRYER 2055 L STREET NW NO 600 WASHINGTON DC 20036 33005420 0 X WWW.ENDOCRINE.ORG X 1918 DE SEE PART III, LINE 1 15 11 94 2800 2158968 584555 6715384 5233411 19540731 16603306 1337070 2247823 1151356 4345458 28744541 28429998 289050 130500 0 0 11870651 12106312 0 0 780085 16722853 11807708 28882554 24044520 -138013 4385478 68906077 77413545 25578893 26354557 43327184 51058988 X WE UNITE, LEAD, AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 0 0 6037214 46500 6106768 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. DUE TO COVID-19, ENDO (MARCH 2020/SAN FRANCISCO) WAS CANCELLED AND REPLACED WITH A COMPLIMENTARY, TRUNCATED ONLINE PROGRAM (ENDO ONLINE 2020). THE PROGRAM FEATURED SYNCHRONOUS AND ASYNCHRONOUS CONTENT, A ROBUST EXHIBIT HALL, AND NETWORKING OPPORTUNITIES. ENDO ONLINE 2020 WAS ACCESSIBLE FROM JUNE 8 TO JULY 6 AND WELCOMED MORE THAN 18,000 ACTIVE PARTICIPANTS. 4991755 11614151 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. 1847209 0 14294 GOVERNMENT AND PUBLIC AFFAIRS: ES IDENTIFIES ISSUES AND PUBLIC POLICY OBJECTIVES IMPORTANT TO THE PROFESSIONAL LIVES OF ITS MEMBERS AND ADVOCATES ON THEIR BEHALF TO FEDERAL POLICY MAKERS. THIS ADVOCACY TAKES SEVERAL FORMS INCLUDING COMMENTS TO FEDERAL AGENCIES, DEVELOPMENT OF POSITION STATEMENTS, AND IN SOME CASES DIRECT LOBBYING.THE SOCIETY ALSO WORKS TO EDUCATE GLOBAL POLICY MAKERS ABOUT REGULATING ENDOCRINE DISRUPTING CHEMICALS (EDC) AND WORKS WITH THE EUROPEAN UNION ON IMPLEMENTING ITS CHEMICAL STRATEGY PLANTHE SOCIETY ALSO REPRESENTS ITS MEMBERS' INTERESTS THROUGH PARTICIPATION WITH OTHER GROUPS AND COALITIONS, SUCH AS THE AMERICAN MEDICAL ASSOCIATION (AMA) AND THE FEDERATION OF AMERICAN SOCIETIES OF EXPERIMENTAL BIOLOGY (FASEB) 3721366 84000 2898982 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 3721366 84000 2898982 16597544 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 220 0 1 94 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X PAUL HEDRICK CFO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 BARBARA BYRD KEENAN CEO 50.00 X 642145 0 22956 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFAIRS OFFICER 50.00 X 425788 0 62514 PAUL HEDRICK CHIEF FINANCIAL OFFICER 50.00 X 331206 0 63184 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER & CHIEF OF STAFF 50.00 X 280706 0 57201 MILA BECKER CHIEF POLICY OFFICER 50.00 X 303974 0 28500 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 50.00 X 260570 0 58056 MICHEL FARHAT CHIEF STRATEGIC PARTNERSHIP OFFICER 50.00 X 232228 0 51620 CHRIS URENA CHIEF PROGRAM OFFICER 50.00 X 208704 0 23434 AARON LOHR CHIEF COMMUNICATIONS OFFICER 50.00 X 182012 0 46943 MICHELLE KLINKE DIRECTOR, EDUCATION 50.00 X 188501 0 18994 AYUKO KIMURA-FAY DIRECTOR, MEETINGS 50.00 X 169527 0 28392 EMILY REYER DIRECTOR & CONTROLLER, FINANCE 50.00 X 171827 0 20100 GARY HAMMER PRESIDENT (BEG 4/20) 20.00 X X 90000 0 0 DALE ABEL IMMEDIATE PAST PRESIDENT (BEG 4/20) 20.00 X X 55000 0 0 CAROL WYSHAM PRESIDENT ELECT (BEG 4/20) 20.00 X X 38500 0 0 DOLORES SHOBACK SECRETARY/TREASURER 20.00 X X 31875 0 0 GENEVIEVE NEAL-PERRY BOARD MEMBER (THRU 3/20) 6.00 X 6474 0 0 RICHARD AUCHUS BOARD MEMBER (AS OF 4/20) 6.00 X 6125 0 0 RUTH KERI BOARD MEMBER (AS OF 4/20) 6.00 X 5000 0 0 KATHRYN MARTIN BOARD MEMBER (AS OF 4/20) 6.00 X 2750 0 0 SUSAN MANDEL IMMEDIATE PAST PRESIDENT (THRU 3/20) 20.00 X 0 0 0 SAMANTHA BUTTS BOARD MEMBER 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 STEPHEN ROSENTHAL BOARD MEMBER 6.00 X 0 0 0 HENRY ANHALT BOARD MEMBER 6.00 X 0 0 0 ANN DANOFF BOARD MEMBER 6.00 X 0 0 0 JOHN NEWELL-PRICE BOARD MEMBER (AS OF 4/20) 6.00 X 0 0 0 CLIFFORD ROSEN BOARD MEMBER (THRU 3/20) 6.00 X 0 0 0 ANTHONY HOLLENBERG BOARD MEMBER (THRU 3/20) 6.00 X 0 0 0 JOY WU BOARD MEMBER 6.00 X 0 0 0 CESAR BOGUSZEWSKI BOARD MEMBER (THRU 3/20) 6.00 X 0 0 0 3632912 0 481894 28 0 1 0 OXFORD JOURNALS GREAT CLARENDON STREET OXFORD UK OX2 6DP PRODUCE/PRINT JOURNALS 690530 THE SHERIDAN PRESS INC 450 FAME AVE HANOVER PA 17331 JOURNAL PRINTING/ELECTRONIC PROCESSING 636413 FREEMAN 1600 VICEROY DRIVE STE 100 DALLAS TX 75235 CONVENTION MGMT 492028 AVALERE HEALTH LLC 1350 CONNECTICUT AVE NW STE 900 WASHINGTON DC 20036 MEDICAL EDUCATION 279000 A FASSANO & COMPANY 461 NJ-168 UNIT A TURNERSVILLE NJ 08012 EXHIBIT SALES 210296 18 131075 5102336 5233411 JOURNAL SALES 511120 9552637 7393669 2158968 MEMBERSHIP DUES 900099 2270011 2270011 AUTHOR CHARGES 511120 2101621 2101621 MEETING & REGISTRATION 611600 1840659 1840659 REPRINT SALES 511120 221064 221064 617314 617314 16603306 926024 926024 317296 298433 18863 296904 1198 295706 295706 295706 5896023 4574224 1321799 1321799 1321799 CANCELLATION INSURANCE PROCEEDS 900099 3611065 3611065 121391 121391 3732456 28429998 18475227 2158968 2562392 X 25000 25000 53500 53500 52000 52000 3007334 1085689 1628761 292884 6952126 4503576 2152489 296061 577615 466802 101335 9478 1018653 432955 556601 29097 550584 361339 157548 31697 78927 50239 28688 71349 71349 102251 102251 74339 74339 3632831 3249264 383567 350697 350697 1061290 935666 97912 27712 188885 85147 103534 204 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0.92450 0.92050 0.07550 0.07680 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 531 182369 182900 22697660 22880560 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 207951 220219 223875 182900 834945 250000 250000 250000 250000 1000000 1500000 657 989 623 531 2800 212450 X X 0 2772831 100 334873 54203 37705 3015896 2358477 468906 14818 39734 2772831 2573291 5500 -121096 60445 38773 2358477 2272339 -300 359220 4000 38625 2573291 1026563 1203800 92001 3631 40981 2272339 0.00000 0.66800 0.33200 0 0 16452886 4440899 12011987 98043 42018 56025 3429513 3048176 381337 1097026 519867 577159 13026508 OTHER LONG-TERM LIABILITIES 188599 188599 34423958 3346326 2720775 6067101 28356857 74339 -1198 73141 28429998 26692154 2720775 1198 2721973 23970181 74339 74339 24044520 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 - 38.6% AWARDS - 56.6% TRAVEL GRANTS - 4.8% PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII -1,198. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 1,198. 1 NORTH AMERICA 0 0 GRANTMAKING 50000 0 0 0 0 0 0 50000 0 50000 NORTH AMERICA LAUREATE AWARD 50000 CHECK 0 1 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 THE RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA 1001 N EMMET ST PO BOX 400195 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 25000 0 2020 FRED KOCH AWARD - RESEARCH OF SPECIAL DISTINCTION IN ENDOCRINOLOGY 1 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY - LAUREATE AWARDS 3 9000 0 SUMMER RESEARCH 10 40000 0 TRAVEL AWARDS 2 1500 0 EARLY INVESTIGATION AWARD 3 3000 0 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 BARBARA BYRD KEENAN CEO 210677 0 0 0 431468 0 10962 0 15300 0 668407 0 0 0 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFA 388016 0 35000 0 2772 0 28500 0 43123 0 497411 0 0 0 PAUL HEDRICK CHIEF FINANCIAL OFFICER 294400 0 35000 0 1806 0 28500 0 43733 0 403439 0 0 0 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER & 244740 0 35000 0 966 0 25266 0 40944 0 346916 0 0 0 MILA BECKER CHIEF POLICY OFFICER 295008 0 8000 0 966 0 28500 0 1091 0 333565 0 0 0 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 253798 0 4000 0 2772 0 26122 0 40995 0 327687 0 0 0 MICHEL FARHAT CHIEF STRATEGIC PARTNERSHIP OFFICER 220894 0 6000 0 5334 0 16936 0 43720 0 292884 0 0 0 CHRIS URENA CHIEF PROGRAM OFFICER 204326 0 4000 0 378 0 11897 0 14266 0 234867 0 0 0 AARON LOHR CHIEF COMMUNICATIONS OFFICER 173592 0 8000 0 420 0 18076 0 37018 0 237106 0 0 0 MICHELLE KLINKE DIRECTOR, EDUCATION 179871 0 8000 0 630 0 17955 0 2197 0 208653 0 0 0 AYUKO KIMURA-FAY DIRECTOR, MEETINGS 161193 0 3000 0 5334 0 16335 0 14596 0 200458 0 0 0 EMILY REYER DIRECTOR & CONTROLLER, FINANCE 160861 0 10000 0 966 0 16386 0 4864 0 193077 0 0 0 PART I, LINE 4A BARBARA BYRD KEENAN, SEVERANCE: $365,098 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 FORM 990, PART VI, SECTION A, LINE 1 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. A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE SOCIETY AND THE CEO HAS BEEN APPROVED BY THE P&CC. THE P&CC ALSO REVIEWS SALARIES FOR THE REMAINING KEY EMPLOYEES. THE INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS TO DETERMINE MARKET REASONABLENESS OF SALARIES. THE CONSULTANT ALSO REVIEWS THE IRS INTERMEDIATE SANCTIONS RULES WITH THE P&CC TO ENSURE THAT THEY UNDERSTAND THE SALARY LEVELS ARE APPROPRIATE IN LIGHT OF THOSE RULES. 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 ACCME CONSULTING: PROGRAM SERVICE EXPENSES 28,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,380. ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 663,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 663,664. CEU - SYMPOSIA: PROGRAM SERVICE EXPENSES 25,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 25,400. CLINICAL PRACTICE GUIDELINES: PROGRAM SERVICE EXPENSES 28,527. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,527. CONSULTING - POCKET GUIDE: PROGRAM SERVICE EXPENSES 176,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 176,660. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 198,167. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,167. ELECTION/BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,092. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,092. GLOBAL EDC : PROGRAM SERVICE EXPENSES 80,178. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,178. GOVERNANCE CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 278,387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 278,387. HYPOGLYCEMIA PROJECT: PROGRAM SERVICE EXPENSES 452,625. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 452,625. INSULIN TOOLKIT: PROGRAM SERVICE EXPENSES 43,702. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,702. LEADERSHIP ASSESSMENT & DEVELOPMENT: PROGRAM SERVICE EXPENSES 26,333. MANAGEMENT AND GENERAL EXPENSES 45,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 71,726. LICENSING CONSULTANT: PROGRAM SERVICE EXPENSES 111,376. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,376. LMS CONSULTING: PROGRAM SERVICE EXPENSES 16,826. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,826. MEDICAL EDUCATION & COMMUNICATION SERVICES : PROGRAM SERVICE EXPENSES 627,041. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 627,041. MEDICAL ILLUSTRATORS: PROGRAM SERVICE EXPENSES 22,626. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,626. MGMT OF SCIENTIFIC ABSTRACT SUBMISSIONS: PROGRAM SERVICE EXPENSES 67,816. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,816. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 46,054. MANAGEMENT AND GENERAL EXPENSES 18,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,507. ON-LINE PLATFORM: PROGRAM SERVICE EXPENSES 90,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,000. PARTNER ROUNDTABLE: PROGRAM SERVICE EXPENSES 125,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,021. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 31,242. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,242. PRINCIPAL INVESTIGATOR FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 18,637. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,637. PUBLICATIONS CONSULTANT: PROGRAM SERVICE EXPENSES 72,654. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,654. SEO PROJECT: PROGRAM SERVICE EXPENSES 66,255. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,255. SYMPOSIA FEE: PROGRAM SERVICE EXPENSES 63,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,150. WRITING & EDITING: PROGRAM SERVICE EXPENSES 198,172. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198,172. 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 296904 185592 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