2019-03-21T17:14:53-05:00 2017-03-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2016-04-01 541438429 NAASO THE OBESITY SOCIETY INC NAAS 3015636526 1110 BONIFANT STREET NO 500 SILVER SPRING MD 20910 ANTHONY COMUZZIE CHIEF EXECUTIVE OFFICER 3015636526 2019-03-19 1 DAVID TRIMNER P00444822 5712279500 67.137.57.251 2019-03-19 12:45:18 ED P D4C9CCF27C82EE891DBBD0A0F5B8A17B08786766 A1F046B953991414D17544BCF233C1AB5D570FBA 2016 2019-02-21 02:37:17Z ANTHONY COMUZZIE 1110 BONIFANT STREET NO 500 SILVER SPRING MD 20910 3165893 0 X WWW.OBESITY.ORG X 1982 MD BETTER UNDERSTAND, PREVENT, AND TREAT OBESITY TO IMPROVE THE LIVES OF THOSE AFFECTED. 15 15 15 293 23435 -1750 660245 373115 1481815 2233583 53911 53185 411057 326368 2607028 2986251 195706 263000 0 0 1100677 1257710 0 0 12207 1166041 1222090 2462424 2742800 144604 243451 2128527 2466066 450898 469872 1677629 1996194 X AS THE PREMIER SCIENTIFIC MEDICAL ORGANIZATION IN THE OBESITY FIELD, THE OBESITY SOCIETY (TOS) IS UNIQUELY POSITIONED TO LEAD THE WAY IN ADVANCING THE SCIENCE-BASED UNDERSTANDING OF THE CAUSES, CONSEQUENCES, PREVENTION AND TREATMENT OF OBESITY. TOS ENCOURAGES ITS MEMBERS TO APPLY THE HIGHEST PROFESSIONAL STANDARDS IN THEIR RESEARCH AND CLINICAL PRACTICES AND CONTRIBUTES TO THESE EFFORTS BY PROVIDING STRONG MENTORSHIP FOR ASSISTING, EDUCATING, AND SUPPORTING OUR COLLEAGUES. TOS LEADS THE WAY IN OUR ADVOCACY FOR EVIDENCE-BASED TREATMENTS FOR THOSE DEALING WITH OBESITY. TOS, ITS MEMBERS AND STAFF, PLEDGE TO SHOW COMPASSION AND RESPECT FOR INDIVIDUALS LIVING WITH OBESITY AND TO ACTIVELY WORK TO REDUCE THE STIGMA AND BIAS OFTEN ASSOCIATED WITH OBESITY THROUGH OUR LANGUAGE AND ACTIONS. TOS IS COMMITTED TO IMPROVING THE LIVES OF THOSE WITH OBESITY, NURTURING CAREERS OF OBESITY SCIENTIST AND PRACTITIONERS AND PROMOTING THE INTERDISCIPLINARY NATURE OF OBESITY RESEARCH, MANAGEMENT AND EDUCATION. 0 0 489277 1112755 OBESITY JOURNAL: OBESITY JOURNAL IS A MONTHLY PUBLICATION OF PEER-REVIEWED STUDIES AND EXPLORATION OF SCIENTIFIC DEVELOPMENTS IN ALL AREAS OF RESEARCH, INCLUDING CLINICAL INVESTIGATIONS, OBESITY BIOLOGY AND INTERGRADED PHYSIOLOGY, PEDIATRIC OBESITY, EPIDEMIOLOGY AND GENETICS. 379337 263000 AWARDS & GRANTS:AWARDS RECOGNIZE SPECIFIC RESEARCH ACHIEVEMENTS AS WELL AS OTHER MAJOR CONTRIBUTIONS TO THE BASIC SCIENCE, TREATMENT AND PREVENTION OF OBESITY. AWARDS ALSO HIGHLIGHT THE CAREERS OF OBESITY RESEARCHERS. GRANTS ASSIST AND SUPPORT OBESITY-RELATED RESEARCH, ESPECIALLY WHEN FUNDING MAY BE DIFFICULT TO ACHIEVE. AS PART OF OUR COMMITMENT TO MENTORING AND SUPPORTING OUR YOUNGER MEMBERS, TOS CONTINUES TO PROVIDE GRANTS TO EARLY CAREER INVESTIGATORS, IN BOTH THE BASIC AND CLINICAL SCIENCES, TO FOSTER AND STIMULATE NEW RESEARCH IDEAS IN ALL AREAS OF INVESTIGATION WHICH WILL FURTHER OUR UNDERSTANDING OF THE CAUSES, CONSEQUENCES, PREVENTION AND TREATMENT OF OBESITY. 365008 531473 ANNUAL MEETING:ANNUAL SCIENTIFIC MEETING: OUR ANNUAL SCIENTIFIC MEETING WAS HELD THIS YEAR IN NOVEMBER, IN CONJUNCTION WITH AMERICAN SOCIETY OF METABOLIC AND BARIATRIC SURGERY'S ANNUAL MEETING. THIS WAS ALL PERFORMED THROUGH THE PARTNERSHIP - OBESITY WEEK, LLC AND ONLY A DISTRIBUTION OF NET PROFIT COMES TO TOS. 310498 589355 MEMBERSHIP SERVICES: THE GENERAL MEMBERSHIP AND CORPORATE HEALTHCARE ADVISORY COUNCIL DUES RECEIVED BY THE ORGANIZATION EACH YEAR. ALSO INCLUDED IS SUPPORT FOR THE SPECIAL INTEREST SECTIONS OF THE SOCIETY. 237500 OBESITY CARE WEEK 226543 OTHER PUBLICATIONS 113314 PUBLIC POLICY 106384 EDUCATIONTHE OBESITY SOCIETY REVIEW COURSE FOR THE AMERICAN BOARD OF OBESITY MEDICINE EXAM PROVIDES THE MOST STIMULATING EDUCATIONAL EXPERIENCE THAT LEADS TO THE COMPLETION OF THE ABOM EXAM AND BECOMING AN ABOM DIPLOMAT. 68164 PHYSICIAN CERTIFICATION 26264 TREAT OBESITY SERIOUSLY 17429 INDUSTRY COUNCIL 5157 OTHER MEETINGS 1111253 589355 2344875 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 48 0 15 1 1 1 0 0 0 0 0 0 0 1 0 X 15 15 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X LAURA TESTER MEYER 2404851957 1110 BONIFANT STREET SUITE 500 SILVER SPRING MD 20910 ALLEN S LEVINE PRESIDENT 10.00 X X 0 0 0 NIKHIL DHURANDHAR PRESIDENT - UNTIL 11/2016 10.00 X X 0 0 0 CAROLINE APOVIAN PRESIDENT-ELECT 10.00 X X 0 0 0 PENNY GORDON-LARSEN IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 DALE A SCHOELLER SECRETARY/TREASURER 10.00 X X 0 0 0 MARTIN BINKS TREAUSER - UNTIL 11/2016 10.00 X X 0 0 0 STEVEN HEYMSFIELD VICE PRESIDENT 10.00 X X 0 0 0 TERRY TK HUANG WOF REGIONAL VICE PRESIDENT 10.00 X 0 0 0 SUSAN YANOVSKI COUNCIL MEMBER 10.00 X 0 0 0 KIRSTEN K DAVISON COUNCIL MEMBER 10.00 X 0 0 0 GARY J SCHWARTZ COUNCIL MEMBER 10.00 X 0 0 0 LEAH D WHIGHAM COUNCIL MEMBER 10.00 X 0 0 0 DIANA THOMAS COUNCIL MEMBER 10.00 X 0 0 0 SHINE CHANG COUNCIL MEMBER - UNTIL 11/2016 10.00 X 0 0 0 DEANNA M HOELSCHER AT-LARGE 10.00 X 0 0 0 TIMOTHY H MORAN AT-LARGE 10.00 X 0 0 0 ARYA M SHARMA AT-LARGE CANADA 10.00 X 0 0 0 MARGARITA TERAN-GARCIA AT-LARGE MEXICO 10.00 X 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR 30.00 10.00 X 211480 0 39375 KATHY CLEARY SR. DIRECTOR OF FINANCE & ADMIN. 34.00 6.00 X 117348 0 32763 MOLLIE WIARD DR. DIRECTOR OF COMM. & MARKETING 40.00 X 113074 0 21209 441902 0 93347 3 0 1 0 JOHN WILEY & SONS INC 111 RIVER STREET HOBOKEN NJ 07030 JOURNAL PRINTING 102196 1 373115 373115 PUBLICATION SIGNING BO 900099 900000 900000 MEMBERSHIP DUES 900099 589355 589355 OBESITYWEEK 900099 531473 531473 JOURNAL PUBLICATION IN 900099 189320 189320 ADVERTISING 541800 23435 23435 2233583 48711 48711 302131 302131 184116 179642 4474 4474 4474 GRANT ADMINISTRATION F 900099 23750 23750 487 487 24237 2986251 2210148 23435 379553 X 262000 262000 1000 1000 367592 305716 59327 2549 690499 573506 112173 4820 18876 15801 2948 127 110965 93626 16624 715 69778 58025 11269 484 5081 5081 35310 35310 65000 65000 15995 15995 607354 546238 61068 48 18105 18105 75366 59494 15686 186 119419 106513 12699 207 55855 46094 9348 413 51316 48226 1055 2035 59553 55209 4306 38 1520 1520 29016 23806 4995 215 5162 5162 HONORARIUM EXPENSES 38000 38000 PROFESSIONAL DEVELOPMEN 14927 5939 8988 CME EXPENSES 9850 9850 MEMBERSHIP DUES 9412 9042 370 5849 3685 2164 2742800 2344875 385718 12207 238336 575181 29855 93781 502483 397619 52181 45163 132223 64342 80216 67881 1216431 1281691 9025 4750 2128527 2466066 214027 201470 212256 251264 24615 17138 450898 469872 X 806176 1407004 757672 444577 113781 144613 1677629 1996194 2128527 2466066 243451 75114 0 X 0 1 X 1 0 X 582440 239392 613085 660245 373115 2468277 2070157 1571496 1334445 1429103 2210148 8615349 2652597 1810888 1947530 2089348 2583263 11083626 0 870417 870417 870417 870417 10213209 305527 297097 403527 442811 350842 1799804 305527 297097 403527 442811 350842 1799804 6000 50179 10329 32853 24237 123598 2964124 2158164 2361386 2565012 2958342 13007028 0.78520 0.86040 0.13840 0.13100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 25000 0 1 40000 0 0 65000 0 218154 30832 19072 0 268058 187030 30640 7874 7000 218154 184224 350 4806 0 2350 187030 184224 184224 0.46050 0.53950 0 0 132223 64342 67881 67881 DEFERRED RENT 1247 LEASE OBLIGATION 15891 17138 X 3061365 75114 75114 2986251 0 2986251 2742800 0 2742800 0 2742800 PART V, LINE 4: TO GRANT MONIES FOR RESEARCH ON OBESITY, TO RECOGNIZE SIGNIFICANT ACHIEVEMENTS IN IMPROVING THE LIVES OF THOSE AFFECTED BY OBESITY, FOR ADVANCING THE SCIENTIFIC AND CLINICAL BASIS FOR TREATING OBESITY, AND TO RECOGNIZE LIFETIME OUTSTANDING CONTRIBUTIONS IN THE FIELD OF STUDY OF OBESITY. PART X, LINE 2: WHILE THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT THE OBESITY SOCIETY IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES IN ACCORDANCE WITH SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, IT IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME GENERATED FROM ADVERTISING INCOME UNDER THE PROVISIONS OF SECTION 511 OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE DETERMINED THAT THE OBESITY SOCIETY IS NOT A PRIVATE FOUNDATION. FOR THE YEARS ENDED MARCH 31, 2017 AND 2016, THE SOCIETY DID NOT INCUR A TAX LIABILITY FOR UNRELATED BUSINESS INCOME. THE SOCIETY EVALUATED ITS TAX POSITIONS AND DETERMINED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2017 AND 2016. 1 ETHAN SIMS YOUNG INVESTIGATOR AWARD 4 4000 ATKINS STERN DISTINGUISHED PUBLIC SERVICE AWARD 1 1000 ALBERT STUNKARD LIFETIME ACHIEVEMENT AWARD 1 1000 GEORGE BRAY DOCTORAL DISSERTATION AWARD 1 2000 GEORGE BRAY FOUNDERS AWARD 1 1000 GEORGE BRAY MASTERS THESIS AWARD 1 2000 LILLY SCIENTIFIC ACHEIVEMENT AWARD 1 5000 THOMAS WADDEN DISTINGUED MENTORSHIP AWARD 1 1000 RESEARCH GRANT 8 245000 PART I, LINE 2: GRANT AMOUNTS ARE GIVEN OUT IN INCREMENTS, PROGRESS REPORTS AND BUDGETS ARE REQUIRED AT CERTAIN INTERVALS. FINAL REPORT OF RESEARCH CONCLUSIONS ARE REQUIRED FOR FINAL PAYMENT. X X 0 0 0 0 0 0 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR 211480 0 0 0 0 0 18000 0 21375 0 250855 0 0 0 KATHY CLEARY SR. DIRECTOR OF FINANCE & ADMIN. 117248 0 100 0 0 0 14741 0 18022 0 150111 0 0 0 MARTIN BINKS TREASURER OF THE ORGANIZATION 10805 MARTIN BINKS, WHO SERVED AS TREASURER OF THE ORGANIZATION, ALSO PROVIDED SOCIAL MEDIA CONSULTING SERVICES DURING THE YEAR. 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF TOS IS COMPRISED OF THE IMMEDIATE PAST PRESIDENT, PRESIDENT, PRESIDENT-ELECT, VICE-PRESIDENT, SECRETARY/TREASURER AND THE TOS EXECUTIVE DIRECTOR (EX-OFFICIO BUT WITHOUT A VOTE) AND HAVE THE POWERS OF THE COUNCIL AND ARE AUTHORIZED TO ACT IN BETWEEN COUNCIL MEETINGS, PROVIDED THE EXECUTIVE COMMITTEE DOES NOT DIMINISH THE AUTHORITY OF THE COUNCIL. ALL ACTS OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE COUNCIL AT ITS NEXT MEETING FOR RATIFICATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO SPECIFY THE QUALIFICATIONS NEEDED TO SERVE AS SECRETARY/TREASURER (PREVIOUS SERVICE ON THE FINANCE AND/OR AUDIT COMMITTEE OF TOS, OR IN A SIMILAR CAPACITY IN ANOTHER PEER ORGANIZATION. THE CHANGE IN THE BYLAWS ALSO PROVIDED FOR THE SECRETARY/TREASURER TO EXTEND THEIR TERM FOR AN ADDITIONAL YEAR IF NO QUALIFIED CANDIDATE WAS IDENTIFIED AT THE TIME OF THE ELECTION. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 5 CLASSES OF INDIVIDUAL MEMBERSHIPS ALL OF WHICH ARE BASED ON RECEIPT OF ANNUAL DUES. THESE INCLUDE THE FOLLOWING CLASSES: 1) REGULAR MEMBERS AND FELLOWS, THESE INDIVIDUALS MAY HOLD OFFICE OR VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS, ELECT OFFICERS AND MEMBERS OF THE NOMINATING COMMITTEE; 2) EARLY CAREER MEMBERS, THESE INDIVIDUALS MAY HOLD OFFICE OR VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS, ELECT OFFICERS AND MEMBERS OF THE NOMINATING COMMITTEE; 3) STUDENT MEMBERS, THESE INDIVIDUALS MUST BE ACTIVELY ENROLLED IN A DEGREE GRANTING PROGRAM AND CANNOT VOTE OR HOLD OFFICE; 4) EMERITUS MEMBERS, THESE INDIVIDUALS ARE RETIRED AND NO LONGER RECEIVE SUPPORT FROM A UNIVERSITY, INSTITUTION, OR CORPORATION, THEY MAY VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OF THE BYLAWS, ELECT OFFICERS AND NOMINATING COMMITTEE, 5) HONORARY MEMBERS, THESE ARE INDIVIDUALS RECOGNIZED BY THE SOCIETY FOR OUTSTANDING CONTRIBUTIONS TO THE FIELD OF OBESITY SCIENCE, THEY CANNOT VOTE OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE SHALL PROPOSE AT MINIMUM TWO CANDIDATES FOR THE OFFICES OF VICE-PRESIDENT, SECRETARY/TREASURER AND FOR EACH COUNCILOR AND THE OBESITY SOCIETY'S REGIONAL VICE-PRESIDENT FOR NORTH AMERICA IN THE YEARS WHERE APPLICABLE. THE MEMBERSHIP MAY ALSO PUT FORWARD POTENTIAL CANDIDATES FOR CONSIDERATION BY THE NOMINATING COMMITTEE BY SUBMITTING A NOMINATION PETITION SIGNED BY TEN REGULAR ACTIVE MEMBERS. ALL NOMINEES MUST BE FELLOWS AND REGULAR MEMBERS IN GOOD STANDING OF THE SOCIETY. THE LIST OF NOMINEES FOR ALL OFFICES WILL BE PROVIDED TO ALL ACTIVE MEMBERS ELIGIBLE TO VOTE VIA EMAIL AHEAD OF THE ELECTIONS AND VOTING WILL BE CONDUCTED THROUGH A SECURE ONLINE PLATFORM. THE INDIVIDUALS RECEIVING THE MOST VOTES WILL BE ELECTED TO THE OFFICE UNDER CONSIDERATION. IN THE EVENT OF A TIE VOTE, THE COUNCIL SHALL DECIDE THE ELECTION. FORM 990, PART VI, SECTION A, LINE 7B IF SUBMITTED IN A PETITION CONTAINING SIGNATURES OF 10% OF THE ACTIVE FELLOWS AND REGULAR MEMBERS, AMENDMENTS TO THE BYLAWS MUST BE SUBMITTED TO ALL FELLOWS AND REGULAR MEMBERS FOR A VOTE. PROPOSED AMENDMENTS TO THE BYLAWS ARISING FROM THE MEMBERSHIP MUST BE SUBMITTED TO THE NATIONAL OFFICE AT LEAST SIX MONTHS IN ADVANCE OF ANY VOTE. ADOPTION OF ANY AMENDMENT TO THE BYLAWS REQUIRES TWO THIRDS OF THE VOTES CAST BE IN FAVOR OF SUCH AN ACTION. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. THE DRAFT OF THE 990 IS THEN SHARED WITH THE MEMBERS OF EXECUTIVE COMMITTEE PRIOR TO FINALIZING THE RETURN AND FILING WITH THE IRS. THE EXECUTIVE COMMITTEE, PER THE BYLAWS, HAS THE AUTHORITY TO MAKE DECISIONS ON BEHALF OF THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C TOS DOES HAVE A WRITTEN POLICY REGARDING THE REQUIREMENT FOR THOSE IN LEADERSHIP POSITION TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST (COI), AND REQUIRES THAT ALL INDIVIDUALS IN AN ELECTED LEADERSHIP POSITION UPDATE THESE DISCLOSURES ON AN ANNUAL BASIS DURING THEIR TERM OF OFFICE. SHOULD A CONCERN ARISE REGARDING AN UNRESOLVED COI THE SITUATION WILL BE REFERRED TO THE ETHICS COMMITTEE FOR ADJUDICATION. IF THE ETHICS COMMITTEE DETERMINES THAT CORRECTIVE MEASURES ARE NEEDED, THEY WILL APPRISE THE EXECUTIVE COMMITTEE AND PROVIDE A RECOMMENDATION REGARDING WHAT WOULD CONSTITUTE AN APPROPRIATE CORRECTIVE ACTION. THE EXECUTIVE COMMITTEE WILL THEN FINALIZE THE DECISION AND IMPLEMENT THE ACTIONS TO CORRECT THE SITUATION IN AN EXPEDIENT AND TRANSPARENT MANNER. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT MEMBERS OF THE GOVERNING BODY REVIEW COMPARABLE SALARIES BASED ON ASAE GUIDES AND OTHER SIMILAR SALARY GUIDES. THE PROCESS IS DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THIS WAS LAST PERFORMED IN 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S CONFICT OF INTEREST POLICY IS AVAILABLE ON ITS WEBSITE. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 294,239. MANAGEMENT AND GENERAL EXPENSES 10,175. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 304,414. PAYROLL AND BENEFIT FEES: PROGRAM SERVICE EXPENSES 5,287. MANAGEMENT AND GENERAL EXPENSES 1,109. FUNDRAISING EXPENSES 48. TOTAL EXPENSES 6,444. DESIGN SERVICES: PROGRAM SERVICE EXPENSES 27,097. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,097. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 154,459. MANAGEMENT AND GENERAL EXPENSES 1,188. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,647. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 41,156. MANAGEMENT AND GENERAL EXPENSES 48,596. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 89,752. ADVOCACY: PROGRAM SERVICE EXPENSES 24,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,000. OBESITY WEEK LLC 1110 BONIFANT STREET SUITE 500 SILVER SPRING MD 20910 270982915 CONFERENCE MD N/A RELATED 527316 1 1 0.50000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 OBESITY WEEK LLC D 241446 CASH