2019-09-17T14:24:47-05:00 2018-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2018-01-01 341604749 THE NORTH AMERICAN MENOPAUSE SOCIETY NORT 4404427550 30100 CHAGRIN BLVD NO 210 PEPPER PIKE OH 44124 CAROLYN DEVELEN CHIEF OPERATING OFFICER 4404427550 2019-09-16 1 CATHLEEN S LORENZ P00063640 8002291099 70.60.57.114 2019-09-16 10:17:29 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2019-02-21 02:37:17Z CAROLYN DEVELEN 30100 CHAGRIN BLVD NO 210 PEPPER PIKE OH 44124 8640176 0 X WWW.MENOPAUSE.ORG X 1988 OH TO PROMOTE THE HEALTH AND QUALITY OF LIFE OF WOMEN THROUGH AN UNDERSTANDING OF MENOPAUSE. 13 12 5 125 0 0 1061431 1287568 1213812 1602916 476973 278986 62948 69902 2815164 3239372 0 0 0 0 712529 716984 0 0 147750 1691329 1756340 2403858 2473324 411306 766048 5948120 6124227 500720 439081 5447400 5685146 TO PROMOTE THE HEALTH AND QUALITY OF LIFE OF ALL WOMEN DURING MIDLIFE AND BEYOND THROUGH AN UNDERSTANDING OF MENOPAUSE AND HEALTHY AGING. 0 0 1827589 1668815 THE NORTH AMERICAN MENOPAUSE SOCIETY (NAMS) SPONSORED MANY EDUCATIONAL AND MEMBERSHIP PROGRAMS. THE 29TH ANNUAL SCIENTIFIC MEETING AND PRE-MEETING COURSE WERE CONVENED, ATTRACTING MANY HEALTHCARE PROVIDERS AND RESEARCHERS FROM AROUND THE WORLD. NAMS CONTINUED TO SET THE STANDARDS FOR MENOPAUSE PRACTICE THROUGH THE EXAMINATION LEADING TO THE CREDENTIAL OF NAMS CERTIFIED MENOPAUSE PRACTITIONER (NCMP). OTHER PROGRAMS INCLUDED: MEMBER E-NEWSLETTERS OF SCIENTIFIC CONTENT, MONTHLY JOURNAL MENOPAUSE, MENOPAUSE PRACTICE TEXTBOOK FOR HEALTHCARE PROVIDERS, MENOPAUSE GUIDEBOOK FOR CONSUMERS, POSITIONS STATEMENTS ON TOPICS RELATED TO MENOPAUSE, MENTORSHIP PROGRAM FOR RESEARCHERS, CONTENT FOR AWARD-WINNING WEBSITE FOR PROFESSIONALS AND CONSUMERS. 1827589 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 45 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO IL MN ND NJ NY OH PA TN FL VA X ELIZABETH SLOGAR 4404427550 30100 CHARGRIN BLVD SUITE 210 PEPPER PIKE OH 44124 JAMES H LIU MD NCMP PRESIDENT 3.00 X X 1614 0 0 REBECCA C THURSTON PHD PRESIDENT-ELECT 3.00 X X 2107 0 0 NANETTE SANTORO MD TREASURER 3.00 X X 1707 0 0 LISA ASTALOS CHISM DNP APRN NCMP SECRETARY 3.00 X X 1341 0 0 SHERYL A KINGSBERG PHD IMMEDIATE PAST PRESIDENT 3.00 X X 1814 0 0 JOANN PINKERTON MD NCMP EXECUTIVE DIRECTOR 20.00 X X 165539 0 0 CAROLYN J CRANDALL MD MS NCMP TRUSTEE 3.00 X 2710 0 0 STEPHANIE S FAUBION MD FACP NCMP TRUSTEE 3.00 X 1707 0 0 HADINE JOFFE MD MSC TRUSTEE 3.00 X 1507 0 0 LISA C LARKIN MD FACP NCMP IF TRUSTEE 3.00 X 0 0 0 MICHAEL R MCCLUNG MD TRUSTEE 3.00 X 1000 0 0 MARLA SHAPIRO MDCM CCFP MHSC FRCP TRUSTEE 3.00 X 2007 0 0 CHRISANDRA L SHUFELTMD MS FACP TRUSTEE 3.00 X 0 0 0 ISAAC SCHIFF CM MD EDITOR, MENOPAUSE JOURNAL 3.00 X 40787 0 0 WULF H UTIAN MD PHD DSC FRCOG F HONORARY TRUSTEE 3.00 X 1200 0 0 CAROLYN DEVELEN CHIEF OPERATING OFFICER 40.00 X 160492 0 3000 385532 0 3000 2 0 1 0 HILTON SAN DIEGO BAYFRONT 1 PARK BLVD SAN DIEGO CA 92101 ANNUAL MEETING HOTEL/VENUE 468149 PSAV 23918 NETWORK PL CHICAGO IL 60673 AUDIO VISUAL 208465 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DR CHICAGO IL 60693 MEDICAL JOURNAL PUBLISHER 181750 UVA PHYSICIANS GROUP 4105 LEWIS CLARK DRIVE CHARLOTTESVILLE VA 22911 EXECUTIVE DIRECTOR'S COMPENSATION 165539 4 559500 728068 1287568 ANNUAL MEETING 900099 936922 936922 EDITORIAL SERVICES 511120 566519 566519 COMPETENCY EXAM FEES 611710 99475 99475 1602916 169280 169280 4322 4322 5494570 5384864 109706 109706 109706 74004 15940 58064 58064 MISCELLANEOUS INCOME 900099 7516 7516 7516 3239372 1668496 0 283308 385532 171545 164578 49409 253114 152045 37569 63500 7518 4015 2315 1188 36188 19325 11146 5717 34632 18494 10667 5471 48000 43200 4800 24720 22248 2472 55342 49808 5534 19065 752 18034 279 158763 122190 36573 45549 10878 28328 6343 15114 15114 74672 50030 24642 45458 31777 13681 3519 2639 880 14295 9578 4717 7797 5458 2339 ANNUAL MEETING 872764 872764 MEDIA OUTLETS 303658 288475 12146 3037 OTHER PROGRAM SVC EXP 67624 67624 2473324 1827589 497985 147750 730131 1296429 3763 7148 392940 383630 23605 9310 5190621 4811340 5948120 6124227 46230 40396 454490 398685 500720 439081 X 5031551 5217636 192289 243950 223560 223560 5447400 5685146 5948120 6124227 766048 -528302 0 X 0 1 X 1 0 X 1612859 1164981 1111013 1061431 1287568 6237852 1384293 1284749 1264196 1288125 1684436 6905799 2997152 2449730 2375209 2349556 2972004 13143651 15850 15850 260639 271480 238996 424862 1195977 15850 260639 271480 238996 424862 1211827 11931824 205373 138323 121216 158810 173602 797324 205373 138323 121216 158810 173602 797324 3202525 2588053 2496425 2508366 3145606 13940975 0.85590 0.88680 0.05720 0.05450 X 439093 -16564 6099 416430 379858 4000 61280 3123 2922 439093 357227 5376 23960 6705 379858 364056 2705 -3996 5538 357227 349752 2999 15882 4577 364056 0.19820 0.53680 0.26500 1 0 392940 383630 9310 9310 X 2727010 -528302 15940 -512362 3239372 0 3239372 2489264 15940 15940 2473324 0 2473324 PART V, LINE 4: THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION FROM THE DONOR-RESTRICTED ENDOWMENT ONLY THE AMOUNT NECESSARY TO FUND THE UTIAN LECTURESHIP AND THE ANNUAL INVESTMENT MANAGEMENT FEE. THIS AMOUNT TYPICALLY RANGES FROM $4,000 TO $6,000 PER YEAR. IN ESTABLISHING THIS POLICY, THE SOCIETY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THE SPENDING POLICY FOR THE BOARD-DESIGNATED ENDOWMENT IS DETERMINED ANNUALLY. PART X, LINE 2: THE SOCIETY RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND DURING THE YEAR ENDED DECEMBER 31, 2018, THE SOCIETY DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 15,940. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 15,940. X X X X X 0 0 0 0 0 0 0 0 0 JOANN PINKERTON MD NCMP EXECUTIVE DIRECTOR 165539 0 0 0 0 0 0 0 0 0 165539 0 0 0 CAROLYN DEVELEN CHIEF OPERATING OFFICER 158092 0 2400 0 0 0 3000 0 0 0 163492 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS MEMBERS. INDIVIDUALS ELIGIBLE FOR MEMBERSHIP SHALL SUPPORT THE PURPOSES AND OBJECTIVES OF THE SOCIETY. THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF ACTIVE, HONORARY, LIFE, AND ASSOCIATE MEMBERS. MEMBERSHIP SHALL BE ACCEPTED IRRESPECTIVE OF SEX, RACE, LANGUAGE, RELIGION, OR POLITICAL PERSUASION. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS THAT ARE PHYSICIANS AND OTHER LICENSED HEALTHCARE PROFESSIONALS, SCIENTISTS HOLDING AN ADVANCED DEGREE IN ONE OF THE BIOLOGICAL OR SOCIAL SCIENCES, AND OTHERS WITH PROFESSIONAL OR SCIENTIFIC INTERESTS IN MENOPAUSE WHO SUBSCRIBE TO THE PRINCIPLES OF PROFESSIONAL ETHICS IN THEIR RESPECTIVE DISCIPLINES. ACTIVE MEMBERS HAVE THE RIGHT TO VOTE AND HOLD OFFICE. MEMBERS MAY VOTE FOR OR AGAINST A SLATE OF OFFICERS WHO ARE NOMINATED BY THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B A CHANGE TO THE ORGANIZATION'S BYLAWS REQUIRES APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHICH THEN PRESENTS IT TO THE EXECUTIVE COMMITTEE FOR THEIR APPROVAL. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE FULL BOARD. THE EXECUTIVE COMMITTEE VOTES TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS AND UPDATES THE DISCLOSURES QUARTERLY TO ENSURE THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 CONTRACT/COMPENSATION COMMITTEES WERE ESTABLISHED TO REVIEW THE RENEWAL OF THE EMPLOYMENT CONTRACTS OF SENIOR EXECUTIVES. ALL MEMBERS OF THE COMMITTEE WERE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES OF NAMS. THE BOARD FORMALLY APPROVED THE RECOMMENDATIONS OF THE CONTRACT COMMITTEE. EMPLOYMENT AGREEMENTS WERE PREPARED BY THE GENERAL COUNSEL OF NAMS AND APPROPRIATELY EXECUTED. COMPENSATION LEVELS ARE DETERMINED BY THE COMPENSATION COMMITTEE AND REVIEW OF FORM 990'S OF OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.