2018-11-13T08:42:13-06:00 2017-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 CHRISTOPHER BUSKY CHIEF EXECUTIVE OFFICER 7032990200 2018-11-13 1 FREDERICK LONGWOOD P00439715 2022932200 216.59.105.130 2018-11-13 08:42:10 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 685F375AAB9091F9F3892A0652088ED37BA4DAFD 2017 2019-02-21 02:37:17Z IDSA CHRISTOPHER BUSKY 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 30039619 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 13 60 400 0 0 1430610 1564584 17510174 18276976 481888 1235102 315844 405794 19738516 21482456 911953 1311436 0 0 6677847 7198337 0 0 0 11504280 11894831 19094080 20404604 644436 1077852 37374530 42236154 5375790 6417675 31998740 35818479 X THE SOCIETY IS AN ORGANIZATION OF PHYSICIANS, SCIENTISTS AND OTHER HEALTH CARE INDIVIDUALS DEDICATED TO THE PROMOTION AND RECOGNITION OF EXCELLENCE IN RESEARCH, PATIENT CARE, PUBLIC HEALTH, DISEASE PREVENTION AND EDUCATION IN THE FIELD OF INFECTIOUS DISEASES. 0 0 EDUCATIONAL PROGRAMS - THE SOCIETY EDUCATES MEMBERS ABOUT THE LATEST SCIENTIFIC AND CLINICAL DEVELOPMENTS IN INFECTIOUS DISEASES THROUGH AN ANNUAL MEETING, WHERE COLLEAGUES PRESENT THE LATEST SCIENTIFIC RESEARCH AND CLINICAL STATE OF THE ART FINDINGS. THE MEETING ALSO INCLUDES OTHER TARGETED DISCUSSIONS INVOLVING CLINICAL PRACTICE AND RESEARCH. DISCOUNTS, TRAVEL GRANTS, AND OTHER AWARD OPPORTUNITIES ARE OFFERED FOR MEMBERS ATTENDING THE MEETINGS. MEMBER SERVICES - IDSA MEMBER SERVICES PROVIDES TIMELY INFORMATION ABOUT ISSUES SUCH AS EMERGING INFECTIOUS DISEASES, DEVELOPMENTS IN RELEVANT PUBLIC POLICY AND REGULATION, AND CAREER DEVELOPMENT RESOURCES. MEMBERS RECEIVE THREE IDSA MEDICAL JOURNALS AS WELL AS DISCOUNTS ON PUBLISHING FEES IN THOSE JOURNALS. THE JOURNAL OF INFECTIOUS DISEASE (JID), CLINICAL INFECTIOUS DISEASES (CID) AND OPEN FORUM INFECTIOUS DISEASES (OFID) ARE PUBLISHED BY IDSA TO SHARE THE LATEST RESEARCH ON VARIOUS TOPICS TO THE VARIOUS CONSTITUENCIES OF THEIR MEMBERSHIP. ARTICLES ARE WRITTEN BY MEMBERS AND REVIEWED BY A PANEL OF LEADING MEDICAL EXPERTS BEFORE THEY ARE PUBLISHED. THE JOURNALS ALSO INCLUDE NEWLY DEVELOPED AND REVIEWED GUIDELINES FOR TREATMENT OF MANY ID CONDITIONS. OTHER PROGRAM SERVICES ARE HIVMA, MANAGEMENT SERVICES, GUIDELINES DEVELOPMENT, POLICY AND GOVERNMENT RELATIONS, GLOBAL ID, AWARDS AND FELLOWSHIPS, EMERGING INFECTIONS NETWORK, CONTRIBUTION TO FOUNDATION, OTHER COMMITTEES AND GROUPS, AND OTHER MEETINGS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 80 0 1 60 1 0 0 0 0 1 1 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BARTON GROH VP FINANCE & ADMIN 7032990200 1300 WILSON BLVD SUITE 300 ARLINGTON VA 22209 PAUL G AUWAERTER MD MBA FIDSA PRESIDENT 2.00 0.50 X X 40000 0 0 CYNTHIA L SEARS MD FIDSA PRESIDENT-ELECT 2.00 0.50 X X 0 0 0 THOMAS M FILE JR MD FIDSA VICE PRESIDENT (AS OF OCT) 2.00 0.50 X X 0 0 0 LARRY K PICKERING MD FDISA SECRETARY 2.00 1.00 X X 0 0 0 HELEN W BOUCHER MD FIDSA TREASURER 2.00 1.00 X X 0 0 0 WILLIAM G POWDERLY MD FIDSA PAST PRESIDENT 2.00 1.00 X X 30000 0 0 JOHAN S BAKKEN MD PHD FIDSA PAST PRESIDENT (THRU OCT) 2.00 1.00 X X 30000 0 0 ANGELA M CALIENDO MD PHD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 HENRY F CHAMBERS MD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 JANET A ENGLUND MD FIDSA BOARD MEMBER (THRU OCT) 1.00 1.00 X 0 0 0 THOMAS FEKETE MD FIDSA BOARD MEMBER (THRU OCT) 1.00 0.50 X 0 0 0 VICTORIA J FRASER MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 LAWRENCE P MARTINELLI MD FIDSA BOARD MEMBER (THRU OCT) 1.00 0.50 X 0 0 0 DANIEL P MCQUILLEN MD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 THOMAS A MOORE MD FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 IGHOVWERHA OFOTOKUN MD MSC FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 TRISH M PERL MD MSC FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 SUSAN J REHM MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 JOEL E GALLANT MD MPH FIDSA BOARD MEMBER (THRU OCT) 1.00 0.50 X 0 0 0 TINA Q TAN MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 CHRIS BUSKY CHIEF EXECUTIVE OFFICER 38.00 2.00 X 342810 18043 59841 BARTON GROH VP, FINANCE & ADMINISTRATION 33.00 7.00 X 157389 33386 47184 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 38.00 2.00 X 197409 10389 35290 AMANDA JEZEK VP, PUBLIC POLICY & GOV RELATIONS 40.00 0.00 X 194612 0 42297 DIANA OLSON VP, COMMUNICATIONS 39.00 1.00 X 232967 5973 49330 ANDREA WEDDLE EXECUTIVE DIRECTOR HIVMA 38.00 2.00 X 162136 8533 20036 ANDRES RODRIGUEZ VP, CLINICAL AFFAIRS & GUIDELINES 40.00 0.00 X 179662 0 21159 SALANDRA FLEMING VP, TALENT & ORGANIZATIONAL MGMT 37.00 3.00 X 132602 10751 17075 JOHN BUCKLEY DIRECTOR OF MEETING SERVICES 40.00 0.00 X 135241 0 38930 RACHEL SHNEKENDORF DIRECTOR OF EDUCATION 40.00 0.00 X 130363 0 20124 KIMBERLY MILLER SENIOR POLICY OFFICER 39.00 1.00 X 126114 3234 22108 NATHALIE GABRIEL DIRECTOR, MEETING SERVICES 35.00 5.00 X 110361 15766 15882 2201666 106075 389256 23 0 1 0 UNIVERSITY OF IOWA 118 S CLINTON STREET IOWA CITY IA 52242 EIN PROGRAM ADMINISTRATOR 417843 DELCOR TECH SOLUTIONS 8380 COLESVILLE RD STE 550 SILVER SPRING MD 20910 TECHNOLOGY CONSULTING 366104 PROJECTION PRESENTATION TECHNOLOGY 5803 ROLLING RD STE 200 SPRINGFIELD VA 22152 AUDIO VISUAL SERVICES 365272 MASSACHUSETTS GENERAL 55 FRUIT STREET GRJ504200 BOSTON MA 02114 JOURNAL EDITOR & OFFICE SUPPORT 362566 FUSIONSPAN 12300 TWINBROOK PARKWAY STE 440 ROCKVILLE MD 20852 ASSN MGMT SOFTWARE CONSULTING & MGMT 318355 17 436310 1128274 1564584 ANNUAL MEETING 900099 7062240 7062240 JOURNAL 511120 6972143 6972143 MEMBERSHIP DUES 900099 2610890 2610890 MANAGEMENT FEES 561000 1341628 1341628 EDUCATIONAL COURSES 611430 198600 198600 91475 91475 18276976 746956 746956 398247 218123 180124 9045309 8557163 488146 488146 488146 OTHER INCOME 900099 7547 7547 7547 21482456 18495099 0 1422773 1027191 258045 26200 1902967 4304972 217648 433095 339655 130937 36874 351801 133163 1813110 33841 563350 1223378 934522 25947 2984640 167633 72205 JOURNAL EXPENSES 1322741 DUES AND SUBSCRIPTIONS 914231 REVENUE SHARE EXPENSE 689143 OVERHEAD ALLOCATION -747526 1244841 20404604 830193 982747 5747021 5727883 2466376 2291698 430408 458252 2742067 1849555 972581 892512 25319966 30992976 1607985 890086 37374530 42236154 1434395 1648852 0 182 3732229 4570780 209166 197861 5375790 6417675 X 31998740 35818479 31998740 35818479 37374530 42236154 1077852 2741887 0 X X 0 1 X 1 0 0 0 1 2610890 780285 409106 1189391 1018247 171144 28330 22894 5436 529800 441163 88637 2183937 1385498 798439 892512 DEFERRED RENT 182486 DEFERRED COMPENSATION PLAN LIABILITY 15375 197861 24091180 2741887 2741887 21349293 133163 133163 21482456 20271441 0 20271441 133163 133163 20404604 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 3250 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES EDITORIAL OFFICE EXPENSE 687961 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 1 GRANTMAKING 3800 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 1600 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTMAKING 1600 SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, 0 0 GRANTMAKING 3100 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 1500 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 0 GRANTMAKING 11350 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES ECCMID MEETING 2806 0 1 0 0 0 1 714161 2806 716967 GUERRANT AWARD CENTRAL AMERICA AND THE CARIBBEAN 1 1600 WIRE TRANSFER GUERRANT AWARD MIDDLE EAST AND NORTH AFRICA 1 1600 WIRE TRANSFER INTERNATIONAL INVESTIGATOR AWARD EAST ASIA AND THE PACIFIC 6 9750 WIRE TRANSFER GUERRANT AWARD EAST ASIA AND THE PACIFIC 1 1600 WIRE TRANSFER IDWEEK TRAVEL GRANT NORTH AMERICA 4 3800 CHECK INTERNATIONAL INVESTIGATOR AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 3250 WIRE TRANSFER INTERNATIONAL INVESTIGATOR AWARD SOUTH ASIA 1 1500 WIRE TRANSFER GUERRANT AWARD SOUTH ASIA 1 1600 WIRE TRANSFER INTERNATIONAL INVESTIGATOR AWARD SUB-SAHARAN AFRICA 1 1500 WIRE TRANSFER 0 0 0 0 0 0 PART I, LINE 2: ALL SOCIETY AWARD WINNERS ARE REIMBURSED FOR EXPENSES INCURRED TO OUR ANNUAL MEETING. THERE IS NO FOLLOW-UP MONITORING, AS IT IS A REIMBURSEMENT AND NO ACTION IS SPECIFIED - THE AWARD IS GIVEN FOR PAST ACHIEVEMENT. 1 IDSA EDUCATION AND RESEARCH FOUNDATION 1300 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22209 311765388 501(C)(3) 992191 PROGRAM SERVICE ACCOMPLISHMENTS NATIONAL ACADEMY OF SCIENCES 500 5TH ST NW WASHINGTON DC 20001 530196932 501(C)(3) 10000 SPONSORSHIP SMITHSONIAN INSTITUTE 600 MARYLAND AVE SW WASHINGTON DC 20002 530206027 501(C)(3) 25000 OUTBREAK EXHIBIT SPONSORSHIP 3 0 ALEXANDER FLEMING AWARD 1 1500 CLINICAL TEACHER AWARD 1 1500 DA HENDERSON AWARD 1 1500 IDWEEK TRAVEL GRANT 227 212295 KASS AWARD 8 6000 MENTORSHIP STIPEND 9 4500 OSWALD AVERY AWARD 1 1500 PROGRAM COMMITTEE AWARD 8 18000 SOCIETY CITATION AWARD 4 6000 WALTER E STAMM AWARD 1 1500 YOUNG INVESTIGATOR AWARD 3 3750 PART I, LINE 2: ORGANIZATIONS: DURING THE YEARS IN WHICH IDSA PROVIDES AN OPERATIONAL GRANT TO ITS RELATED ORGANIZATION, GRANTS ARE MADE IN FURTHERANCE OF IDSA FOUNDATION'S CHARITABLE PURPOSES. THROUGH ITS RELATIONSHIP WITH ITS FOUNDATION, IDSA MONITORS THE USE OF THE GRANT FUNDS. INDIVIDUALS: ALL SOCIETY AWARD WINNERS ARE REIMBURSED FOR ONE NIGHT'S STAY AND AIRFARE TO OUR ANNUAL MEETING. THERE IS NO FOLLOW-UP MONITORING, AS IT IS A REIMBURSEMENT AND NO ACTION IS SPECIFIED - THE AWARD IS GIVEN FOR PAST ACHIEVEMENT. NOT ALL AWARD WINNERS RECEIVE AN HONORARIUM; THOSE LISTED ABOVE ARE THE ONLY HONORARIA AWARDEES FOR 2017. X X X 1 0 0 CHRIS BUSKY CHIEF EXECUTIVE OFFICER 311345 16387 30875 1625 590 31 27976 1472 32202 1695 402988 21210 0 0 BARTON GROH VP, FINANCE & ADMINISTRATION 152181 32281 4125 875 1083 230 8849 1877 31306 6641 197544 41904 0 0 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 192174 10114 4750 250 485 25 11187 589 25531 1344 234127 12322 0 0 AMANDA JEZEK VP, PUBLIC POLICY & GOV RELATIONS 189418 0 5000 0 194 0 11270 0 34361 0 240243 0 0 0 DIANA OLSON VP, COMMUNICATIONS 145554 3731 0 0 87413 2242 13181 338 37257 955 283405 7266 0 0 ANDREA WEDDLE EXECUTIVE DIRECTOR HIVMA 157143 8271 4750 250 243 12 8954 471 13042 686 184132 9690 0 0 ANDRES RODRIGUEZ VP, CLINICAL AFFAIRS & GUIDELINES 174370 0 5000 0 292 0 9997 0 14392 0 204051 0 0 0 SALANDRA FLEMING VP, TALENT & ORGANIZATIONAL MGMT 127855 10366 4625 375 122 10 8270 671 10482 850 151354 12272 0 0 JOHN BUCKLEY DIRECTOR OF MEETING SERVICES 134032 0 1000 0 209 0 7711 0 34054 0 177006 0 0 0 RACHEL SHNEKENDORF DIRECTOR OF EDUCATION 125238 0 5000 0 125 0 7341 0 15558 0 153262 0 0 0 KIMBERLY MILLER SENIOR POLICY OFFICER 125694 3223 0 0 420 11 7023 180 16937 434 150074 3848 0 0 PART I, LINE 4A DIANA OLSON, VICE PRESIDENT, COMMUNICATIONS, RECEIVED SEVERANCE PAY OF $74,100. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE WILL BE RESPONSIBLE FOR THE MANAGEMENT AND DIRECTION OF THE CORPORATION AND CONDUCT THE AFFAIRS OF THE CORPORATION DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; FOR ASSISTING THE PRESIDENT IN THE OVERSIGHT OF THE ADMINISTRATIVE INFRASTRUCTURE OF THE SOCIETY; FOR SERVING AS AN ADVISORY BODY TO THE PRESIDENT; AND FOR REPORTING ALL OF ITS ACTIONS TO THE BOARD OF DIRECTORS FOR REVIEW AND/OR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE CATEGORIES OF MEMBERSHIP INCLUDE: MEMBER, FELLOW, MEMBER-IN-TRAINING, ASSOCIATE MEMBER, AND MEDICAL STUDENT OR RESIDENT MEMBER. SOME MEMBERS OR FELLOWS MAY BE FURTHER CLASSIFIED AS HONORARY OR EMERITUS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT LARGE. MEMBERS AND FELLOWS ARE FULL VOTING MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED, ALTERED, CHANGED, ADDED TO, OR REPEALED BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE VOTING MEMBERS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF SUCH MEMBERS OR BY AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THOSE VOTING BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND VP OF FINANCE & ADMINISTRATION BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C IDSA REQUIRES THAT ALL VOLUNTEERS FOR OUR BOARD AND COMMITTEES SUBMIT A CONFLICT OF INTEREST (COI) REPORT ON AN ANNUAL BASIS. TOP EMPLOYEES ARE ALSO REQUIRED TO SUBMIT A COI ON AN ANNUAL BASIS. IN THE EVENT THAT A MEMBER WOULD HAVE A CONFLICT RELATED TO ANY DISCUSSION/VOTE, THE MEMBER IS REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION/VOTE. IF STAFF WOULD HAVE A CONFLICT WITH AN AREA OR COMPANY WE ARE WORKING WITH, THE STAFF MEMBER WOULD NOT BE ALLOWED TO WORK ON/WITH THE PROJECT INVOLVING THAT AREA OR COMPANY. STAFF COIS ARE VIEWED BY THE CEO AND HE DETERMINES WHEN THIS MIGHT BE THE CASE. THE CEO CONFLICT REPORT IS SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND THEY WOULD DETERMINE IF THE CEO HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION: (A) REVIEW AND APPROVAL IS DONE BY THE FULL BOARD, MEETING IN EXECUTIVE SESSION, (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION, (C) THERE ARE NO MINUTES OF THE EXECUTIVE SESSION, SO NO WRITTEN DELIBERATION. WRITTEN DECISION IS FORWARDED TO THE VP OF FINANCE AND ADMINISTRATION TO PLACE IN PERSONNEL FILE AND APPLY ON PAYROLL. STAFF COMPENSATION: (A) REVIEW IS DONE BY THE EMPLOYEE SUPERVISOR AND APPROVAL IS DONE BY THE CEO (BOARD APPROVES THE OVERALL SALARY BUDGET, NOT INDIVIDUALS, EXCEPT FOR THE CEO), (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION, (C) EMPLOYEE PERFORMANCE REVIEWS ARE WRITTEN UP AND SIGNED BY THE REVIEWER BEFORE THE REVIEW HAPPENS AND THE EMPLOYEE BEING REVIEWED SIGNS AFTER IT IS DONE. THIS WRITTEN REVIEW IS USED TO SUBSTANTIATE ANY STAFF SALARY CHANGE TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT PUBLICLY AVAILABLE ON THE SOCIETY'S WEBSITE. UPON REQUEST, THEY ARE MADE AVAILABLE BASED ON BUSINESS NEED. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. IDSA EDUCATION AND RESEARCH FOUNDATION 1300 WILSON BLVD ARLINGTON VA 22209 311765388 FUNDING INITIATIVES DEDICATED TO SUPPORTING IDSA'S MISSION WORLDWIDE VA 501(C)(3) 509(A)(3) IDSA 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 IDSA EDUCATION & RESEARCH FOUNDATION B 992191 COST IDSA EDUCATION & RESEARCH FOUNDATION L 544187 COST IDSA EDUCATION & RESEARCH FOUNDATION N 230621 COST