2017-02-15T07:56:23-06:00 2016-03-31 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2015-04-01 541438429 NAASO THE OBESITY SOCIETY INC NAAS 3015636526 1110 BONIFANT STREET NO 500 SILVER SPRING MD 20910 KATHIE CLEARY SR. DIRECTOR OF FINANCE & ADMIN. 3015636526 2017-02-14 1 DAVID TRIMNER CPA P00444822 5712279500 2015 2021-01-29 14:40:06Z KATHIE CLEARY 1110 BONIFANT STREET NO 500 SILVER SPRING MD 20910 2756481 0 X WWW.OBESITY.ORG X 1982 MD BETTER UNDERSTAND, PREVENT, AND TREAT OBESITY TO IMPROVE THE LIVES OF THOSE AFFECTED. 14 13 13 293 52712 -3000 613085 660245 1350465 1481815 164416 53911 344386 411057 2472352 2607028 139254 195706 0 0 1073851 1100677 0 0 17595 816133 1166041 2029238 2462424 443114 144604 2030123 2128527 412101 450898 1618022 1677629 X THROUGH THE OBESITY SOCIETY (TOS)'S UNIQUE POSITION, LEAD THE CHARGE IN ADVANCING THE SCIENCE-BASED UNDERSTANDING OF THE CAUSES, CONSEQUENCES, PREVENTION AND TREATMENT OF OBESITY.THE OBESITY SOCIETY IS COMMITTED TO IMPROVING THE LIVES OF THOSE WITH OBESITY, NURTURING CAREERS OF OBESITY SCIENTISTS AND PRACTITIONERS AND PROMOTING THE INTERDISCIPLINARY NATURE OF OBESITY RESEARCH, MANAGEMENT AND EDUCATION. IN SO DOING, THE OBESITY SOCIETY, ITS MEMBERS AND STAFF PLEDGE TO UPHOLD:-COMPASSION: FOR THE LIVES AND SITUATIONS OF THOSE LIVING WITH OBESITY.-RESPONSIBILITY: FOR ADVOCACY, TREATMENT AND INVESTIGATION, ALL WORKING TOWARD A CURE FOR OBESITY.-RESPECT: FOR EACH OTHER AND ALL WHO ARE TOUCHED BY OBESITY.-PROGRESS: FOR FURTHERING KNOWLEDGE ABOUT OBESITY USING APPROPRIATE SCIENTIFIC STANDARDS.-MENTORSHIP: FOR HELPING, TEACHING AND SUPPORTING OUR COLLEAGUES.-HIGHEST ETHICAL STANDARDS: FOR ALL OUR ACTIONS, WRITINGS, PROGRAMS, AND SERVICES. 0 0 494433 234417 OBESITY JOURNAL: OBESITY JOURNAL IS THE MONTHLY, OFFICIAL SCIENTIFIC JOURNAL OF TOS FEATURING PEER-REVIEWED, CUTTING-EDGE RESEARCH, REVIEWS AND COMMENTARIES.ENEWS IS THE WEEKLY NEWSLETTER FEATURING THE LATEST FOR OBESITY PROFESSIONALS.THE BOOKSTORE INCLUDES RESOURCES PUBLISHED BY MEMBERS AND THOUGHT LEADERS IN THE OBESITY FIELD.POSITION AND POLICY PAPERS PROVIDE EVIDENCE-BASED RESEARCH ANALYSES OF PROMINENT TOPICS RELATED TO OBESITY REFLECTING THE SOCIETY'S VOICE. 377207 476956 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. 308012 677722 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. 260296 OBESITY CARE WEEK 249163 195706 GRANTS AND AWARDS: THE PROJECT UNDERTAKEN FOR THE GRANT FROM ETHICON ENDO-SURGERY FOR $250,000 ON ADVANCES IN THE UNDERSTANDING AND TREATMENT OF OBESITY, CURRENT STATE OF SURGICAL TREATMENTS, AND PRIMARY CARE FOR THE POST-OPERATIVE PATIENT CEASED DURING THIS YEAR.THE SOCIETY CONTINUES TO GIVE GRANTS EACH YEAR TO EARLY CAREER RESEARCH INVESTIGATORS TO FOSTER AND STIMULATE NEW RESEARCH IDEAS IN ANY AREA OF INVESTIGATION RELATED TO OBESITY. 206142 OTHER PUBLICATIONS 124994 PUBLIC POLICY 71518 TREAT OBESITY SERIOUSLY 53477 PHYSICIAN CERTIFICATION 34774 EDUCATION 14589 92720 OTHER MEETINGS 6843 LEAP 1192 INDUSTRY COUNCIL 1022988 195706 92720 2202640 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 57 0 13 1 1 1 0 0 0 0 1 1 0 0 1 0 X 14 13 0 0 1 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X KATHIE CLEARY 3015636526 1110 BONIFANT STREET SUITE 500 SILVER SPRING MD 20910 NIKHIL DHURANDHAR PRESIDENT 10.00 X X 0 0 0 PENNY GORDON-LARSEN PRESIDENT-ELECT 10.00 X X 0 0 0 STEVE SMITH IMMEDIATE PAST PRESIDENT 10.00 X X 0 0 0 MARTIN BINKS TREASURER 10.00 X X 0 0 0 ALLEN LEVINE VICE PRESIDENT 10.00 X X 0 0 0 RICHARD ATKINSON IASO REGIONAL VP 10.00 X 0 0 0 SHINE CHANG COUNCIL MEMBER 10.00 X 0 0 0 STEVEN HEYMSFIELD COUNCIL MEMBER 10.00 X 0 0 0 CAREY LUMENG COUNCIL MEMBER 10.00 X 0 0 0 LEAH WHIGHAM COUNCIL MEMBER 10.00 X 0 0 0 PHILLIP BRANTLEY COUNCIL MEMBER 10.00 X 0 0 0 ELIZABETH PARKS MEMBER AT-LARGE 10.00 X 0 0 0 TIMOTHY MORAN MEMBER AT-LARGE 10.00 X 0 0 0 MARY-ELLEN HARPER IASO CANADA 10.00 X 0 0 0 MARGARITA TERAN-GARCIA IASO MEXICO 10.00 X 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR 30.00 10.00 X 207202 0 25317 KATHIE CLEARY SR. DIRECTOR OF FINANCE & ADMIN. 34.00 6.00 X 102594 0 22183 309796 0 47500 2 0 1 0 TOGO RUN 220 E 42ND STREET NEW YORK NY 10017 CONSULTING 160020 JOHN WILEY & SONS INC 111 RIVER STREET HOBOKEN NJ 07030 JOURNAL PRINTING 133828 2 660245 660245 MEMBERSHIP DUES 900099 677722 677722 ANNUAL MEETING 900099 476956 476956 JOURNAL PUBLICATION IN 900099 181705 181705 REGISTRATIONS 900099 92720 92720 ADVERTISING 541800 52712 52712 1481815 64607 64607 378204 378204 138757 149453 -10696 -10696 -10696 AWARDS 900099 5500 5500 27353 27353 32853 2607028 1429103 52712 464968 X 168706 168706 27000 27000 364992 340533 20857 3602 559211 518087 35605 5519 18112 17127 806 179 97935 96869 99 967 60427 56360 3471 596 245 245 31283 31283 15629 15629 601191 554883 46239 69 28017 28017 70228 59503 10485 240 104898 92372 12220 306 108159 92851 14251 1057 85010 48715 31624 4671 19865 19512 234 119 1840 1840 25302 21683 3369 250 5590 5590 HONORARIUM EXPENSES 35250 35250 MEMBERSHIP DUES 10150 9150 1000 PROFESSIONAL DEVELOPMEN 7416 2317 5079 20 CME EXPENSES 5400 5400 0 10568 8305 2263 2462424 2202640 242189 17595 502110 238336 25653 29855 158959 502483 41798 52181 115542 35326 46477 80216 1247135 1216431 7991 9025 2030123 2128527 150165 214027 225491 212256 36445 24615 412101 450898 X 890657 806176 644224 757672 83141 113781 1618022 1677629 2030123 2128527 144604 -84997 0 X 0 1 X 1 0 X 350397 582440 239392 613085 660245 2445559 2053243 2070157 1571496 1334445 1429103 8458444 2403640 2652597 1810888 1947530 2089348 10904003 0 0 0 10904003 210734 305527 297097 403527 442811 1659696 0 0 0 0 0 210734 305527 297097 403527 442811 1659696 10100 6000 50179 10329 32853 109461 2624474 2964124 2158164 2361386 2565012 12673160 0.86040 0.88170 0.13100 0.11160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 727365 30640 7484 7000 758489 136312 715553 4806 123858 5448 727365 136312 136312 0.71240 0.15000 0.13760 0 0 115542 35326 80216 80216 DEFERRED RENT 4525 LEASE OBLIGATION 20090 24615 X 2522031 -84997 -84997 2607028 0 2607028 2462424 0 2462424 0 2462424 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: FOR THE YEARS ENDED MARCH 31, 2016 AND 2015, THE SOCIETY DID NOT INCUR A TAX LIABILITY FOR UNRELATED BUSINESS INCOME. THE SOCIETY EVALUATED ITS TAX POSITIONS AND DETERMINDED THAT ITS POSITIONS ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. NO PROVISION FOR INCOME TAX IS REQUIRED FOR 2016 AND 2015. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN EUROPE ETHAN SIMS YOUNG INVESTIGATOR 1000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN EUROPE ALBERT STUNKARD AWARD 1000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN NORTH AMERICA EGG NUTRITION CENTER RESEARCH GRANT 24000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN EUROPE ETHAN SIMS YOUNG INVESTIGATOR 1000 0 0 0 0 0 0 27000 0 27000 ETHAN SIMS YOUNG INVESTIGATOR EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK ALBERT STUNKARD AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 CHECK EGG NUTRITION CENTER RESEARCH GRANT NORTH AMERICA 1 24000 CHECK ETHAN SIMS YOUNG INVESTIGATOR SUB-SAHARAN AFRICA 1 1000 CHECK 0 0 0 0 0 0 1 EARLY CAREER RESEARCH GRANT 3 28750 EARLY CAREER TRAVEL GRANTS 12 11000 EARLY CAREER GRANT CHALLENGE 5 7500 MID CAREER GRANTS 3 101250 ETHAN SIMS YOUNG INVESTIGATOR 3 3000 OTHER AWARDS 16 14274 OTHER TRAVEL AWARDS 2 2932 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 X X 0 0 0 0 0 0 0 0 0 FRANCESCA DEA EXECUTIVE DIRECTOR 207202 0 0 0 0 0 10400 0 14917 0 232519 0 0 0 MARTIN BINKS TREASURER OF THE ORGANIZATION 12000 MARTIN BINKS, WHO SERVED AS TREASURER OF THE ORGANIZATION, ALSO PROVIDED SOCIAL MEDIA CONSULTING SERVICE DURING THE YEAR. 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPRISED OF THE PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, VICE-PRESIDENT, SECRETARY/TREASURER AND THE TOS EXECUTIVE DIRECTOR (EX-OFFICIO AND WITHOUT 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 COUNCIL AT ITS NEXT MEETING AND RATIFIED BY COUNCIL. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS WERE AMENDED TO DESCRIBE THE LIMITATIONS ON TERMS FOR THE OFFICERS. ADDITIONAL LANGUAGE WAS GIVEN REGARDING THE TREASURER NOT BEING ABLE TO EXTEND THEIR TERM AND BEING ABLE TO FORM AD HOC DEVELOPMENT COMMITTEES IF NECESSARY. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS 5 CLASSES OF MEMBERSHIPS (WHICH ARE ALL INDIVIDUAL AND BASED ON RECEIPT OF ANNUAL DUES): 1)REGULAR MEMBERS AND FELLOWS: MAY HOLD OFFICE OR VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS, ELECT OFFICERS AND NOMINATING COMMITTEE 2)EARLY CAREER MEMBERS: MAY HOLD OFFICE OR VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS, ELECT OFFICERS AND NOMINATING COMMITTEE 3)STUDENT MEMBERS 4)EMERITUS MEMBERS: MAY VOTE FOR AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE BYLAWS, ELECT OFFICERS AND NOMINATING COMMITTEE 5)HONORARY MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE NOMINATING COMMITTEE SHALL PROPOSE AT LEAST TWO NOMINATIONS FOR THE OFFICES OF VICE-PRESIDENT, SECRETARY/TREASURER, AND FOR EACH COUNCILOR AND IASO REGIONAL VICE-PRESIDENT FOR NORTH AMERICA IN THE YEARS WHEN APPLICABLE. NOMINATIONS MAY ALSO BE MADE BY THE MEMBERSHIP. IN SUCH CASES, THE NOMINATION PETITION MUST BE SIGNED BY TEN REGULAR ACTIVE MEMBERS. ALL NOMINEES MUST BE FELLOWS AND REGULAR MEMBERS IN GOOD STANDING OF THE SOCIETY. THE LIST OF NOMINEES WILL BE MAILED TO THE FELLOWS AND REGULAR MEMBERS FOR ELECTIONS. THE INDIVIDUAL 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 FROM 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 FROM THE MEMBERSHIP MUST BE SENT TO THE NATIONAL OFFICE AT LEAST SIX MONTHS IN ADVANCE OF VOTING. PROPOSED CHANGES WILL BE SENT TO EACH "FELLOW AND REGULAR MEMBER" AT LEAST 30 DAYS BEFORE VOTING IS CLOSED. "FELLOWS AND REGULAR MEMBERS" SHALL VOTE WITH TWO-THIRDS OF THE VOTES CAST BEING REQUIRED FOR PASSAGE OF THE PROPOSED CHANGES. FORM 990, PART VI, SECTION B, LINE 11 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 THERE IS A WRITTEN POLICY WHICH IS DISSEMINATED AT THE ANNUAL MEETING EACH YEAR TO BE SIGNED. REPRESENTATIVES OF THE GOVERNING BOARD, APPOINTED BY THE OBESITY SOCIETY, WILL REVIEW THE ANNUAL DISCLOSURE FORMS. THE VOLUNTEER LEADER MAY BE ASKED TO PROVIDE ADDITIONAL INFORMATION AS A RESULT OF THIS REVIEW. IF THIS REVIEWING BODY DETERMINES THAT NO ACTION IS REQUIRED, THEN NONE WILL BE TAKEN. IF THE BODY DETERMINES THAT DISCLOSURE TO THE FULL GOVERNING BODY ON WHICH THE VOLUNTEER LEADER SITS IS APPROPRIATE CORRECTIVE MEASURE, THIS WILL BE UNDERTAKEN WITH NOTICE TO THE VOLUNTEER LEADER. IF OTHER CORRECTIVE MEASURES ARE RECOMMENDED, THE MATTER WILL COME BEFORE THE GOVERNING COUNCIL. THE GOVERNING BOARD MAKES THE FINAL DETERMINATION OF THE APPROPRIATE CORRECTIVE ACTIONS TO BE RECOMMENDED TO THE VOLUNTEER LEADER AND ANY SUBSEQUENT ACTION OR PROCEDURES THAT MAY BECOME EXPEDIENT. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF COMPARABLE SALARIES BASED ON ASAE GUIDES AND OTHER SIMILAR SALARY GUIDES. THIS WAS LAST PERFORMED IN 2015. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PUBLIC BY WEBSITE AND BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 260,446. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260,446. PAYROLL AND BENEFIT FEES : PROGRAM SERVICE EXPENSES 6,003. MANAGEMENT AND GENERAL EXPENSES 934. FUNDRAISING EXPENSES 69. TOTAL EXPENSES 7,006. DESIGN SERVICES : PROGRAM SERVICE EXPENSES 33,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,594. CONTRACT SERVICES : PROGRAM SERVICE EXPENSES 167,380. MANAGEMENT AND GENERAL EXPENSES 6,870. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,250. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 3,061. MANAGEMENT AND GENERAL EXPENSES 38,435. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 41,496. ADVOCACY: PROGRAM SERVICE EXPENSES 84,399. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,399. OBESITY WEEK LLC 1110 BONIFANT STREET SUITE 500 SILVER SPRING MD 20910 270982915 CONFERENCE MD N/A RELATED 452675 152675 1 0 0.43000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 OBESITY WEEK LLC D 298947 CASH