2020-11-11T09:44:04-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 PAUL HEDRICK CFO 2029713636 2020-11-11 1 SARA SMITH P01332734 2022932200 2020-11-11 138.88.173.105 2020-11-11 09:43:07 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C7C937CA623DFB7884503BA84EC9B5C24C7C8E34 2019 2021-01-29 14:40:06Z PAUL HEDRICK 2055 L STREET NW NO 600 WASHINGTON DC 20036 30005766 0 X WWW.ENDOCRINE.ORG X 1918 DE WE UNITE, LEAD AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 15 12 93 2620 1719550 517863 7145341 6715384 18276045 19540731 955243 1337070 2812770 1151356 29189399 28744541 326113 289050 0 0 11420508 11870651 0 0 772536 17081836 16722853 28828457 28882554 360942 -138013 61715939 68906077 24601610 25578893 37114329 43327184 X WE UNITE, LEAD, AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCIENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 0 0 10378432 245976 7404360 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. 5536233 10486769 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 4,000 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. 2021223 1075 17378 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 DIRECT LOBBYING.THE 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) 3555955 42000 2462973 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 3555955 42000 2462973 21491843 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 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 1 309 0 1 93 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X PAUL HEDRICK CFO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 DALE ABEL PRESIDENT (BEG 4/19) 20.00 X X 0 0 45000 GARY HAMMER PRES. ELECT (BEG 4/19) 20.00 X X 1000 0 17500 RICHARD S LEGRO SECRETARY/TREASURER (THRU 3/19) 20.00 X X 0 0 0 DOLORES SHOBACK SEC/TREAS (BEG 4/19) 20.00 X X 2500 0 30000 SUSAN MANDEL IMM PAST PRES (BEG 4/19) 20.00 X X 5000 0 0 LYNNETTE NIEMAN IMM PAST PRES (THRU 3/19) 20.00 X 0 0 0 HOWARD B A BAUM BOARD MEMBER (THRU 3/19) 6.00 X 0 0 0 STEPHEN ROSENTHAL BOARD MEMBER 6.00 X 0 0 0 GENEVIEVE NEAL-PERRY BOARD MEMBER 6.00 X 0 0 0 SAMANTHA BUTTS BOARD MEMBER (BEG 4/19) 6.00 X 0 0 0 GHADA EL-HAJJ FULEIHAN BOARD MEMBER (BEG 4/19) 6.00 X 1500 0 0 WHITNEY GOLDNER BOARD MEMBER (BEG 4/19) 6.00 X 0 0 0 DANIEL BERNARD BOARD MEMBER (THRU 3/19) 6.00 X 5000 0 0 HENRY ANHALT BOARD MEMBER 6.00 X 6000 0 0 ANN DANOFF BOARD MEMBER 6.00 X 5000 0 0 CAROL WYSHAM BOARD MEMBER (THRU 3/19) 6.00 X 15000 0 0 CLIFFORD ROSEN BOARD MEMBER 6.00 X 0 0 0 JENNY VISSER BOARD MEMBER (THRU 3/19) 6.00 X 0 0 0 ANTHONY HOLLENBERG BOARD MEMBER 6.00 X 0 0 0 JOY WU BOARD MEMBER (BEG 4/19) 6.00 X 0 0 0 CESAR BOGUSZEWSKI BOARD MEMBER 6.00 X 0 0 0 BARBARA BYRD KEENAN CEO 50.00 X 580236 0 78025 PAUL HEDRICK CHIEF FINANCIAL OFFICER 50.00 X 252503 0 55167 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 50.00 X 256915 0 53750 MICHEL FARHAT CHIEF STRATEGIC PARTNERSHIP OFFICER 50.00 X 167959 0 28792 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFAIRS OFFICER 50.00 X 310122 0 65292 MILA BECKER CHIEF POLICY OFFICER 50.00 X 295256 0 28000 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER 50.00 X 208733 0 47927 MICHELLE KLINKE DIRECTOR, EDUCATION 50.00 X 184756 0 18134 AARON LOHR CHIEF COMMUNICATIONS OFFICER 50.00 X 177182 0 43877 AMANDA PERL CHIEF STRATEGY OFFICER 50.00 X 177116 0 41182 2651778 0 552646 31 0 1 0 THE SHERIDAN PRESS INC 450 FAME AVE HANOVER PA 17331 JOURNAL PRINTING AND ELECTRONIC PRCSSING 2036236 FREEMAN 1600 VICEROY DRIVE SUITE 100 DALLAS TX 75235 CONVENTION MGMT AND EVENT TECHNOLOGY 1313868 AVALERE HEALTH LLC TOTAL 1350 CONNECTICUT AVE NW SUITE 900 WASHINGTON DC 20036 MEDICAL EDUCATION 951171 VELIR STUDIOS 212 ELM STREET SOMERVILLE MA 02144 DIGITAL MARKETING 551056 IMNE TWO RAVINIA DRIVE SUITE 605 ATLANTA GA 30346 MEDICAL EDUCATION 330853 21 147728 6567656 6715384 JOURNAL SALES 511120 8895505 7175955 1719550 MEETING & REGISTRATION 611600 6289570 6289570 MEMBERSHIP DUES 900099 1972135 1972135 AUTHOR CHARGES 511120 1445642 1445642 REPRINT SALES 511120 258024 258024 679855 679855 19540731 1204723 1204723 364891 342395 22496 302154 4044 298110 298110 298110 1389528 1257181 132347 132347 132347 ANNUAL MTG ALLOWANCE 900099 325556 325556 162799 162799 488355 28744541 18651931 1719550 1657676 X 50800 50800 203400 203400 34850 34850 2023348 744928 1074901 203519 7463215 4896239 2278264 288712 607208 473812 110948 22448 1199999 615146 552037 32816 576881 372055 177888 26938 15805 10398 5407 72311 72311 104249 104249 94624 94624 3533601 3310604 221497 1500 674090 670709 3323 58 1261710 1062928 175189 23593 219039 161712 54981 2346 1152829 714782 385100 52947 1657488 1320026 276537 60925 2338106 2330700 916 6490 349060 324987 24073 933195 82452 850743 97154 22061 75093 PRINTING /COMPOSITION 1569283 1568152 454 677 HOSPITALITY 1152030 976315 152427 23288 HONORARIA 811529 811529 INCOME TAXES 153627 153627 533123 475382 55535 2206 28882554 21491843 6618175 772536 7427984 7161197 1211048 1274917 1154352 1141833 21077468 7009002 14181385 14068466 37370938 44887878 370232 371786 61715939 68906077 3987339 3628947 7986647 9643531 12469842 12147079 157782 159336 24601610 25578893 X 33333170 38941109 3781159 4386075 37114329 43327184 61715939 68906077 -138013 6350868 0 X X 0 1 X 1 0 X 8712587 9623516 6533632 7145341 6715384 38730460 18269224 19072980 18017839 18741243 18309536 92410822 26981811 28696496 24551471 25886584 25024920 131141282 0 0 0 131141282 1856250 1646402 1352453 1495977 1871768 8222850 666547 743219 437236 466771 409112 2722885 2522797 2389621 1789689 1962748 2280880 10945735 373163 373163 29877771 31086117 26341160 27849332 27305800 142460180 0.92050 0.85330 0.07680 0.07480 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2015 AMOUNT: $ 373,163. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 623 223252 223875 27678894 27902769 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 213193 207951 220219 223875 865238 250000 250000 250000 250000 1000000 1500000 1779 657 989 623 4048 212450 X X 0 2358477 0 468906 14818 39734 2772831 2573291 5500 -121096 60445 38773 2358477 2272339 -300 359220 4000 38625 2573291 1026563 1203800 92001 3631 40981 2272339 1162497 3875 -44706 4000 94929 1026563 0.00000 0.72650 0.27350 0 0 16452886 3791013 12661873 98043 28012 70031 3429513 2835014 594499 1097026 354963 742063 14068466 OTHER LONG-TERM LIABILITIES 159336 159336 37249624 6350868 2244795 8595663 28653961 94624 -4044 90580 28744541 31036769 2244795 4044 2248839 28787930 94624 94624 28882554 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 - 38.7% AWARDS - 56.6% TRAVEL GRANTS - 4.7% PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII -4,044. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 4,044. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 3450 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 17350 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 400 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 8200 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2750 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2700 0 0 0 0 0 0 34850 0 34850 ABSTRACT EAST ASIA AND THE PACIFIC 3 2250 CHECK TRAVEL EAST ASIA AND THE PACIFIC 3 1200 CHECK ABSTRACT EUROPE (INCLUDING ICELAND & GREENLAND) 16 12000 CHECK RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) 9 3600 CHECK TRAVEL MIDDLE EAST AND NORTH AFRICA 1 400 CHECK ABSTRACT NORTH AMERICA 4 3000 CHECK SUMMER RESEARCH NORTH AMERICA 1 4000 CHECK TRAVEL NORTH AMERICA 3 1200 CHECK ABSTRACT SOUTH AMERICA 2 1500 CHECK TRAVEL SOUTH AMERICA 3 1200 CHECK ABSTRACT SOUTH ASIA 1 750 CHECK TRAVEL SOUTH ASIA 5 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 MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 041564655 501C3 25000 2019 ACROMEGALY 1 0 ABSTRACT AWARDS 98 62500 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY - LAUREATE AWARDS 9 44000 SUMMER RESEARCH 13 52000 TRAVEL AWARDS 92 40500 EARLY INVESTIGATION AWARD 4 4000 POSTER AWARDS 4 400 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 BARBARA BYRD KEENAN CEO 548046 0 27325 0 4865 0 47000 0 39402 0 666638 0 0 0 PAUL HEDRICK CHIEF FINANCIAL OFFICER 230856 0 20000 0 1647 0 24066 0 39194 0 315763 0 0 0 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 246387 0 8000 0 2528 0 25349 0 36504 0 318768 0 0 0 MICHEL FARHAT CHIEF STRATEGIC PARTNERSHIP OFFICER 163856 0 0 0 4103 0 0 0 35560 0 203519 0 0 0 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFA 297594 0 10000 0 2528 0 28000 0 47037 0 385159 0 0 0 MILA BECKER CHIEF POLICY OFFICER 286375 0 8000 0 881 0 28000 0 1029 0 324285 0 0 0 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER 188158 0 20000 0 575 0 19526 0 36438 0 264697 0 0 0 MICHELLE KLINKE DIRECTOR, EDUCATION 174181 0 10000 0 575 0 17434 0 1693 0 203883 0 0 0 AARON LOHR CHIEF COMMUNICATIONS OFFICER 168799 0 8000 0 383 0 17538 0 33763 0 228483 0 0 0 AMANDA PERL CHIEF STRATEGY OFFICER 168733 0 8000 0 383 0 17506 0 30334 0 224956 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, 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 4 THE NUMBER, COMPOSITION, QUALIFICATIONS, AUTHORITY, OR DUTIES OF THE GOVERNING BODY'S VOTING MEMBERS, OFFICERS, OR KEY EMPLOYEES. BOARD OF DIRECTORS MEMBERSHIP. THE BOARD OF DIRECTORS SHALL INCLUDE THE ELEVEN DIRECTORS, THE PRESIDENT, PRESIDENT-ELECT, SECRETARY-TREASURER, AND THE IMMEDIATE PAST PRESIDENT. THE CHIEF EXECUTIVE OFFICER (CEO) OF THE SOCIETY IS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. IN ADDITION, THE SECRETARY-TREASURER-ELECT, WHEN OCCURRING, AND THE CHAIR OF THE NOMINATING COMMITTEE SHALL BE EX-OFFICIO, NON-VOTING MEMBERS OF THE BOARD OF DIRECTORS. THE NOMINATING COMMITTEE SHALL APPOINT AN EX-OFFICIO, NON-VOTING EARLY CAREER DIRECTOR. THE BOARD OF DIRECTORS MAY, AT ITS DISCRETION, DESIGNATE ADDITIONAL EX-OFFICIO, NON-VOTING MEMBERS AS NEEDED TO ENSURE THAT IMPORTANT MEMBERSHIP PERSPECTIVES ARE REPRESENTED. SELECTION OF MEMBERS OF THE BOARD OF DIRECTORS. AFTER THE NOMINATING COMMITTEE PROPOSES A SLATE OF CANDIDATES FOR THE BOARD OF DIRECTORS WITH ONE CANDIDATE PER POSITION, THE SLATE IS SENT TO THE MEMBERSHIP. A "CANDIDATES BY PETITION" PROCESS WILL BE ANNOUNCED WITH THAT COMMUNICATION, WHEREBY MEMBERS MAY PROPOSE ADDITIONAL INDIVIDUALS TO SERVE ON THE BOARD OF DIRECTORS. THE DEADLINE DATE FOR PETITIONS WILL BE 30 DAYS FROM WHEN THE SLATE OF CANDIDATES IS COMMUNICATED TO THE MEMBERSHIP. PETITIONS WITH THREE PERCENT OF VOTING MEMBERS AS OF DECEMBER 31 OF THE PREVIOUS YEAR, NOT MORE THAN TEN PERCENT (10%) OF WHOM ARE IDENTIFIED WITH ANY ONE INSTITUTION/ORGANIZATION, WILL TRIGGER AN ELECTION RUN-OFF. THE RUN-OFF SLATE WILL INCLUDE THE PETITIONER(S) AND INDIVIDUALS PROPOSED BY THE NOMINATING COMMITTEE, AS DESCRIBED FURTHER BELOW. ANY CANDIDATE BROUGHT FORTH BY PETITION MUST SUBMIT THE REQUISITE CANDIDATE INFORMATION FORM(S) ESTABLISHED BY THE NOMINATING COMMITTEE. THE NEW BOARD MEMBERS WILL BE DETERMINED BY THE HIGHEST VOTES IN THE ELECTION. THE SLATE WILL BE FINALIZED 30 DAYS FROM WHEN IT IS PRESENTED TO MEMBERS UNLESS A SUCCESSFUL PETITION IS FILED. THE OFFICERS OF THE SOCIETY SHALL BE THE PRESIDENT, THE PRESIDENT-ELECT, THE IMMEDIATE PAST PRESIDENT, THE SECRETARY-TREASURER, AND THE SECRETARY-TREASURER-ELECT (WHEN OCCURRING). SELECTION OF THE PRESIDENT-ELECT AND SECRETARY-TREASURER-ELECT. THE MEMBERS, PURSUANT TO PROCEDURES ESTABLISHED BY THE BOARD OF DIRECTORS AND THESE BYLAWS, SHALL ELECT BY BALLOT A PRESIDENT-ELECT. THE SOCIETY SHALL SEND TO EACH MEMBER, AT LEAST FOUR WEEKS IN ADVANCE OF THE ANNUAL MEETING, AN OFFICIAL BALLOT CONTAINING THE LIST OF NOMINEES FOR PRESIDENT-ELECT. SAID BALLOTS SHALL NOTIFY SUCH MEMBERS THAT THEY SHALL VOTE BY A SPECIFIED DEADLINE. A PLURALITY OF VOTES CAST FOR THE PRESIDENT-ELECT SHALL SUFFICE FOR THE ELECTION. IN THE CASE OF A TIE VOTE, INDIVIDUALS SO TIED SHALL DRAW BY LOT, UNDER THE SUPERVISION OF BOARD OF DIRECTORS, TO DETERMINE WHICH INDIVIDUAL ASSUMES THE DUTIES IN QUESTION. THE SECRETARY-TREASURER-ELECT SHALL BE APPOINTED BY THE NOMINATING COMMITTEE BASED ON CRITERIA DEVELOPED BY THE BOARD OF DIRECTORS. VACANCIES. VACANCIES AMONG DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS BASED ON RECOMMENDATIONS FROM THE NOMINATING COMMITTEE. A VACANCY IN THE OFFICE OF PRESIDENT SHALL BE FILLED BY THE PRESIDENT-ELECT FOR THE REMAINDER OF THE TERM, FOLLOWED BY ONE FULL TERM AS PRESIDENT. A VACANCY IN THE OFFICE OF PRESIDENT-ELECT SHALL BE FILLED FOR THE REMAINDER OF THE TERM BY A MEMBER OF THE BOARD WHO IS SELECTED BY THE BOARD. A PERSON FILLING A VACANCY IN THE OFFICE OF PRESIDENT-ELECT SHALL NOT AUTOMATICALLY SUCCEED TO THE OFFICE OF PRESIDENT. IN SUCH CASE, THE SUBSEQUENT ELECTION SHALL BE FOR BOTH A PRESIDENT AND A PRESIDENT-ELECT. SHOULD SIMULTANEOUS VACANCIES OCCUR IN THE OFFICES OF PRESIDENT AND PRESIDENT-ELECT, THE SECRETARY-TREASURER SHALL SERVE AS ACTING PRESIDENT UNTIL THE COMPLETION OF THE ELECTION OF A NEW PRESIDENT AND PRESIDENT-ELECT, WHICH SHALL TAKE PLACE AS SOON AS PRACTICAL UNDER THE PROCEDURES ESTABLISHED IN THE BYLAWS. 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. THERE IS AN ANNUAL ELECTION FOR CERTAIN OFFICERS AND A ROTATING PORTION OF THE BOARD 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 15A 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 OBESITY SYMPOSIA FEE: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 512,102. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 512,102. CLINICAL PRACTICE GUIDELINES -CONSULTING: PROGRAM SERVICE EXPENSES 91,379. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,379. HYPOGLYCEMIA: PROGRAM SERVICE EXPENSES 803,425. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 803,425. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 214,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 214,781. ELECTION/BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,526. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,526. EXECUTIVE COMPENSATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,197. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,197. GLOBAL EDC: PROGRAM SERVICE EXPENSES 67,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,855. ENDOCRINE INFLUENCE STUDY: PROGRAM SERVICE EXPENSES 38,270. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,270. LICENSING CONSULTANT: PROGRAM SERVICE EXPENSES 63,312. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,312. MEDICAL EDUCATION & COMMUNICATION SERVICES: PROGRAM SERVICE EXPENSES 863,278. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 863,278. MEDICAL ILLUSTRATORS: PROGRAM SERVICE EXPENSES 46,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,514. MEETING SERVICE SUPPORT: PROGRAM SERVICE EXPENSES 46,966. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,966. MGMT OF SCIENTIFIC ABSTRACT SUBMISSIONS: PROGRAM SERVICE EXPENSES 61,060. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,060. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 61,430. MANAGEMENT AND GENERAL EXPENSES 21,504. FUNDRAISING EXPENSES 1,500. TOTAL EXPENSES 84,434. ENDO ENHANCEMENTS: PROGRAM SERVICE EXPENSES 46,246. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,246. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 63,472. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,472. PRINCIPAL INVESTIGATOR FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 22,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,064. MEMBERSHIP CONSULTING: PROGRAM SERVICE EXPENSES 24,433. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,433. LIPID CHANGES: PROGRAM SERVICE EXPENSES 40,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,000. GOVERNANCE TASK FORCE - MGMT BOARD DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,798. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,798. OBESITY SYMPOSIA: PROGRAM SERVICE EXPENSES 28,795. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,795. CGM PROGRAM - GLUCOSE MONITORING: PROGRAM SERVICE EXPENSES 12,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. LEADERSHIP ASSESSMENT & COACHING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,500. WRITING & EDITING: PROGRAM SERVICE EXPENSES 206,694. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 206,694. UNIVERSITY OF PENN MEDICAL CENTER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,500. 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 302154 158863 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