2017-05-15T15:42:00-05:00 2016-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2016-01-01 223369741 INTERNATIONAL SOCIETY FOR PHARMACOECONOMICS OUTCOMES RESEARCH INTE 6095864981 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 MS NANCY S BERG EXECUTIVE DIRECTOR 6095864981 2017-05-15 1 DAVID JACOBSON P01685411 2156433900 67.137.57.251 2017-05-15 16:30:13 ED P 7D3B43D73E5FFEB45C47E4D6E75F3D8DFD573443 D1ECA57A6B2E25FD1BF1F84BA5BB5DD4C2FC09DC 2016 2021-01-29 14:40:06Z MS NANCY S BERG 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 13990228 0 X WWW.ISPOR.ORG X 1995 NJ PROMOTE HEALTH ECONOMICS & OUTCOMES RESEARCH EXCELLENCE TO IMPROVE DECISION MAKING FOR HEALTH GLOBALLY 12 11 41 700 97279 48698 800701 786327 10167022 11675410 193474 211883 58543 66451 11219740 12740071 0 0 0 0 3661270 4027341 0 0 0 6172486 7045573 9833756 11072914 1385984 1667157 13051332 14631164 2419557 2158356 10631775 12472808 X THE MISSION OF ISPOR IS TO PROMOTE HEALTH ECONOMICS AND OUTCOMES RESEARCH EXCELLENCE TO IMPROVE DECISION MAKING FOR HEALTH GLOBALLY. 0 0 9660173 11578131 ISPOR IS A NON-PROFIT GLOBAL SCIENTIFIC AND EDUCATIONAL ORGANIZATION WITH APPROXIMATELY 9,500 MEMBERS, WHO ARE INVOLVED IN HEALTH CARE OUTCOMES RESEARCH (INCLUDING CLINICAL, ECONOMIC AND PATIENT-REPORTED OUTCOMES) OF HEALTH TECHNOLOGIES (DRUGS, DEVICES, DIAGNOSTICS) AND SERVICES OR THE USE OF OUTCOMES RESEARCH IN HEALTH CARE DECISIONS. THE MISSION OF ISPOR IS TO PROMOTE HEALTH ECONOMICS AND OUTCOMES RESEARCH EXCELLENCE TO IMPROVE DECISION MAKING FOR HEALTH GLOBALLY. ISPOR IS FUNDED THROUGH ITS MEETINGS, TRAINING COURSES AND MEMBERSHIP DUES. THROUGH ITS MULTIPLE MEETINGS EACH YEAR, ISPOR PROVIDES A FORUM TO FACILITATE THE INTERCHANGE OF SCIENTIFIC KNOWLEDGE IN PHARMACOECONOMICS/HEALTH ECONOMICS AND OUTCOMES RESEARCH, HEALTH POLICY AND THE USE OF THIS RESEARCHIN HEALTH CARE DECISIONS. ISPOR PUBLISHES TWO SCIENTIFIC JOURNALS, ONE TECHNICAL AND NEWS JOURNAL, AND FOUR ELECTRONIC NEWSLETTERS AS WELL AS SEVERAL BOOKS. ISPOR DEVELOPS CONSENSUS DOCUMENTS (GOOD PRACTICES/GUIDELINES) ON OUTCOMES RESEARCH METHODS OR USE OF THIS RESEARCH IN HEALTH CARE DECISIONS. ISPOR FOSTERS EDUCATION AND THE DEVELOPMENT OF OUTCOMES RESEARCH AT THE LOCAL LEVEL WITH ITS REGIONAL CHAPTERS AND STUDENT CHAPTERS GLOBALLY TO PROMOTE THE SCIENCE OF PHARMACOECONOMICS/HEALTH ECONOMICS AND HEALTH OUTCOMES RESEARCH WORLDWIDE. ISPOR HELD THREE CONFERENCES IN 2016 (WASHINGTON, DC; SINGAPORE; VIENNA) INCLUDING 4,000 SCIENTIFIC PRESENTATIONS WITH OVER 10,000 PARTICIPANTS. IN 2016 ISPOR PUBLISHED 2,600 PAGES OF OUTCOMES RESEARCH AND HEALTH POLICY PAPERS IN ITS THREE JOURNALS VALUE IN HEALTH, VALUE IN HEALTH REGIONAL ISSUES AND VALUE OUTCOMES SPOTLIGHT. IN 2016 ISPOR HAD OVER 9,500 MEMBERS FROM 120 COUNTRIES, OVER 90 STUDENT AND OVER 88 REGIONAL CHAPTERS AROUND THE WORLD. THROUGH ISPOR TASK FORCES, COUNCILS AND SPECIAL INTEREST GROUPS, ISPOR HAS DEVELOPED 'TOOLS' FOR OUTCOMES RESEARCHERS, SUCH AS GOOD PRACTICES FOR OUTCOMES RESEARCH WITH OVER 1,000,000 DOWNLOADS ANNUALLY AND A WEB-BASED DATABASE OF OVER 39,000 RESEARCH PRESENTATIONS GIVEN AT ISPOR MEETINGS. 9660173 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 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 61 0 41 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NJ X KEVIN DOLAN 6095864981 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 DANIEL C MALONE PAST PRESIDENT 2.00 X X 0 0 0 LOU GARRISON PRESIDENT 2.00 X X 0 0 0 ADRIAN TOWSE DIRECTOR 2.00 X 0 0 0 ZEBA M KHAN TREASURER 2.00 X X 0 0 0 JOSEPHINE MAUSKOPF DIRECTOR 1.00 X 0 0 0 YEN-HUEI TARN DIRECTOR 1.00 X 0 0 0 DOMINIK TOMEK DIRECTOR 1.00 X 0 0 0 KAREN WORLEY DIRECTOR 1.00 X 0 0 0 NANCY DEVLIN DIRECTOR 1.00 X 0 0 0 MANUEL ESPINOZA DIRECTOR 1.00 X 0 0 0 DANA GOLDMAN DIRECTOR 1.00 X 0 0 0 NANCY S BERG CEO & EXECUTIVE DIRECTOR 40.00 X X 523482 0 49775 SHELBY D REED PRESIDENT - ELECT 1.00 X X 0 0 0 JOANNA LIS DIRECTOR 1.00 X 0 0 0 GORDON G LIU DIRECTOR 1.00 X 0 0 0 JOHN WATKINS DIRECTOR 1.00 X 0 0 0 ROSANNA TARRICONE DIRECTOR 1.00 X 0 0 0 KEVIN DOLAN DIRECTOR, FINANCE 40.00 X 108416 0 587 SUSAN CAPON SENIOR DIRECTOR, OPERATION 40.00 X 177170 0 36821 RICHARD WILLKE CHIEF SCIENCE OFFICER 40.00 X 184283 0 391 STEPHEN TUCKERSON DIRECTOR, MEETINGS PROGRAM 40.00 X 126472 0 29007 SHAWNA WILKER DIRECTOR, MEETINGS PROGRAM 40.00 X 119387 0 27933 CHRISTINA DARNOWSKI DIRECTOR, GOVERNANCE, EXECUTIVE PROJECTS AND EDUCA 40.00 X 139227 0 27209 STEPHEN PRIORI DIRECTOR, PUBLICATIONS 40.00 X 109891 0 26509 ELIZABETH LANE DIRECTOR AND CHIEF MARKETING & COMMUNICATIONS OFFI 40.00 X 134725 0 17355 1623053 0 215587 11 0 1 0 WASHINGTON HILTON 1919 CONNECTICUT AVE NW WASHINGTON DC 20009 HOTEL AND LODGING 902973 ELSEVIER SCIENCE INC RADARWEG 29 AMSERDAM NL 1043 PUBLISHING 534113 AUSTRIA CENTER VIENNA BRUNO-KREISKY-PLATZ 1 1220 WIEN AU CONFERENCE CENTER 498594 EAGLE SYSTEMS USA INC 505 LAWRENCE SQUARE BLVD S SUITE A LAWRENCEVILLE NJ 08648 IT AND WEBSITE SERVICES 325607 APC POSTAL LOGISTICS LLC PO BOX 412 EAST RUTHERFORD NJ 07073 MAIL AND PARCEL DELIVERY 129371 5 666327 120000 786327 ANNUAL EUROPEAN MEETING 561920 5272109 5258840 13269 ANNUAL MEETING 561920 3499716 3482716 17000 JOURNAL 900099 1011143 1011143 BIENNIAL MEETINGS 900099 932018 932018 OTHER SYMPOSIA CONFERENCES 561920 456003 456003 504421 437411 67010 11675410 211883 211883 105601 39150 66451 66451 66451 1211007 1211007 0 12740071 11578131 97279 278334 1080925 544213 536712 2213798 1956216 257582 255972 212163 43809 247458 194092 53366 229188 175395 53793 23773 23773 50831 50831 11684 11684 299838 212381 87457 203298 155581 47717 166725 127593 39132 118724 90858 27866 3353737 3353737 95521 73101 22420 19718 15090 4628 JOURNAL AND EDITORIAL E 926927 926927 BOARD/COMMITTEE EXPENSE 916897 916897 BANK AND CREDIT CARD CH 310983 237992 72991 OTHER EDUCATIONAL EXPEN 175897 175897 371020 292040 78980 11072914 9660173 1412741 0 673071 726264 7560298 9012898 175227 215027 122828 68134 3084330 451985 2684437 2632345 1642953 1815283 192518 161213 13051332 14631164 906232 761454 1505935 1389511 7390 7391 2419557 2158356 X 10631775 12472808 10631775 12472808 13051332 14631164 1667157 173876 0 X X 0 1 X 1 0 X 669358 693410 567639 800701 786327 3517435 6954903 7196062 9192773 10098343 11578131 45020212 7624261 7889472 9760412 10899044 12364458 48537647 0 0 0 48537647 123204 122708 171388 290023 317484 1024807 123204 122708 171388 290023 317484 1024807 36400 10917 15620 8398 97279 168614 10862 1021 11883 7794727 8024118 9947420 11197465 12779221 49742951 0.97580 0.97740 0.02060 0.01730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 400000 400000 1963269 226531 1736738 442073 47123 394950 278988 178331 100657 2632345 SECURITY DEPOSIT 7391 7391 X 12913947 173876 173876 12740071 0 12740071 11072914 0 11072914 0 11072914 PART X, LINE 2: ISPOR IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO ISPOR'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ISPOR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. ISPOR BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE DISCLOSED IN THE FINANCIAL STATEMENTS. EUROPE 0 28 PROGRAM SERVICE ANNUAL EUROPEAN MEETING 1650445 LATIN AMERICA 0 25 PROGRAM SERVICE BIENNIAL LATIN AMERICA MEETING 542490 0 53 0 0 0 53 2192935 0 2192935 0 0 0 0 0 0 PART I, LINE 2: ISPOR USES ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR EXPENDITURES X X X X X 0 0 0 0 0 0 0 1 0 NANCY S BERG CEO & EXECUTIVE DIRECTOR 357179 0 166303 0 0 0 39750 0 10025 0 573257 0 0 0 SUSAN CAPON SENIOR DIRECTOR, OPERATION 167670 0 9500 0 0 0 26796 0 10025 0 213991 0 0 0 RICHARD WILLKE CHIEF SCIENCE OFFICER 183283 0 1000 0 0 0 0 0 391 0 184674 0 0 0 STEPHEN TUCKERSON DIRECTOR, MEETINGS PROGRAM 111472 0 15000 0 0 0 18982 0 10025 0 155479 0 0 0 CHRISTINA DARNOWSKI DIRECTOR, GOVERNANCE, EXECUTIVE PROJ 134227 0 5000 0 0 0 17184 0 10025 0 166436 0 0 0 ELIZABETH LANE DIRECTOR AND CHIEF MARKETING & COMMU 129725 0 5000 0 0 0 7330 0 10025 0 152080 0 0 0 PART I, LINE 7 THE FOLLOWING RECIPIENTS RECEIVED BONUSES IN 2016: SUSAN CAPON, NANCY BERG, RICHARD WILLKE, STEPHEN TUCKERSON, AND CHRISTINA DARNOWSKI. THE BONUSES WERE PART OF THE ANNUAL BUDGET WHICH WAS APPROVED BY THE BOARD OF DIRECTORS. THESE AMOUNTS ARE INCLUDED IN EACH RECIPIENT'S 2016 FORM W-2, BOX 5. THE BONUSES PAID FOR NANCY BERG IN 2016 COVERED THE YEARS ENDING DECEMBER 31, 2015 AND DECEMEBR 31, 2016. THE 2015 BONUS WAS ACCRUED AS OF DECEMBER 31, 2015 AND PAID IN 2016. FORM 990, PART VI, SECTION A, LINE 6 (1) MEMBER: ANY INDIVIDUAL WHO SUPPORTS THE OBJECTIVES OF THE SOCIETY AND IS WILLING TO CONTRIBUTE TO THE ACHIEVEMENT OF THOSE OBJECTIVES IS ELIGIBLE FOR MEMBERSHIP. (2) STUDENT MEMBER: ANY INDIVIDUAL FORMALLY ENROLLED IN A PROGRAM OF STUDY WHICH INCLUDES ASPECTS OF PHARMACOECONOMICS AND/OR HEALTH OUTCOMES MANAGEMENT (I.E. PUBLIC HEALTH, ETC) IN THE STUDY CURRICULUM AND SUPPORTS THE OBJECTIVES OF THE SOCIETY IS ELIGIBLE FOR STUDENT MEMBERSHIP. (3) CHARTER MEMBER: ANY INDIVIDUAL WHO JOINED THE SOCIETY AS A CHARTER MEMBER UPON THE FIRST YEAR OF MEMBERSHIP SOLICITATION, SUPPORTS THE OBJECTIVES OF THE SOCIETY, AND IS WILLING TO CONTRIBUTE TO THE ACHIEVEMENT OF THOSE OBJECTIVES IS ELIGIBLE FOR CHARTER MEMBERSHIP. (4) FELLOW: ANY MEMBER WHO IS DEEMED TO HAVE MADE A MERITORIOUS CONTRIBUTION TO THE ADVANCEMENT OF PHARMACOECONOMICS AND/OR OUTCOMES RESEARCH MAY BE NOMINATED BY THE FOUNDERS OR FELLOWS OF THE SOCIETY. THE NOMINEES ARE APPROVED BY THE SOCIETY'S FELLOWS SELECTION COMMITTEE AND BOARD OF DIRECTORS. (5) HONORARY MEMBER: ANY INDIVIDUAL MAY BE GRANTED HONORARY MEMBERSHIP BY THE BOARD OF DIRECTORS. HONORARY MEMBERS SHALL HAVE NO VOTING RIGHTS AND MAY NOT HOLD OFFICE IN THE SOCIETY. (6) FOUNDERS: THOSE INDIVIDUALS WHO ATTENDED THE FOUNDERS MEETINGS HELD IN PHILADELPHIA, PENNSYLVANIA ON JUNE 3, 1995 AND OCTOBER 22, 1995 AND JOINED THE SOCIETY AS A FOUNDER. FORM 990, PART VI, SECTION A, LINE 7A DESCRIPTION OF 6 CLASSES OF MEMBERS SECTION 1 MEMBER ANY INDIVIDUAL WHO SUPFORTS THE OBJECTIVES OF THE SOCIETY AND IS WILLING TO CONTRIBUTE TO THE ACHIEVEMENT OF THOSE OBJECTIVES IS ELIGIBLE FOR MEMBERSHIP SECTION 2 STUDENT MEMBER ANY INDIVIDUAL FORMALLY ENROLLED IN A PROGRAM OF STUDY WHICH INCLUDES ASPECTS OF PHARMACOECONOMICS AND/OR HEAL TH OUTCOMES MANAGEMENT (I E PUBLIC HEAL TH, ETC) IN THE STUDY CURRICULUM AND SUPFORTS THE OBJECTIVES OF THE SOCIETY IS ELIGIBLE FOR STUDENT MEMBERSHIP SECTION 3 CHARTER MEMBER ANY INDIVIDUAL WHO JOINED THE SOCIETY AS A CHARTER MEMBER URJN THE FIRST YEAR OF MEMBERSHIP SOLICITATION, SUPFORTS THE OBJECTIVES OF THE SOCIETY, AND IS WILLING TO CONTRIBUTE TO THE ACHIEVEMENT OF THOSE OBJECTIVES IS ELIGIBLE FOR CHARTER MEMBERSHIP SECTION 4 FELLOW ANY MEMBER WHO IS DEEMED TO HAVE MADE A MERITORIOUS CONTRIBUTION TO THE ADVANCEMENT OF PHARMACOECONOMICS AND/OR OUTCOMES RESEARCH MAY BE NOMINATED BY THE FOUNDERS OR FELLOWS OF THE SOCIETY THE NOMINEES ARE APPROVED BY THE SOCIETY'S FELLOWS SELECTION COMMITIEE AND BOARD OF DIRECTORS SECTION 5 HONORARYMEMBER ANY INDIVIDUAL MAY BE GRANTED HONORARY MEMBERSHIP BY THE BOARD OF DIRECTORS HONORARY MEMBERS SHALL HA VE NO VOTING RIGHTS AND MAY NOT HOLD OFFICE IN THE SOCIETY SECTION 6 FOUNDERS THOSE INDIVIDUALS WHO A TIENDED THE FOUNDERS MEETINGS HELD IN PHILADELPHIA, PENNSYLVANIA ON JUNE 3, 1995 AND OCTOBER 22, 1995 AND JOINED THE SOCIETY AS A FOUNDER THE BOARD OF DIRECTORS MAY, IN THE INTERESTS OF THE SOCIETY, ESTABLISH OTHER CLASSES OF MEMBERSHIP FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS OF THE ORGANIZATION ARE RESERVED TO OR SUBJECT TO APPROVAL BY MEMBERS FOR EXAMPLE, ANY OFFICER OR DIRECTOR EXCEPT THE EXECUTIVE DIRECTOR MAY BE RECALLED BY A VOTE OF ALL ELIGIBLE MEMBERS FORM 990, PART VI, SECTION B, LINE 11B THE ISPOR FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR A COPY OF THE FORM 990 IS AVAILABLE TO THE BOARD OF DIRECTORS AND MAY BE DISCUSSED, AS NEEDED, AT THE NEXT BOARD MEETING FORM 990, PART VI, SECTION B, LINE 12C TO INSURE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS, OFFICERS AND EMPLOYEES AGREE TO COMPLY WITH THE POLICY BY COMPLETING AND SIGNING A CONFLICT OF INTEREST STATEMENT. EVERY YEAR THE BOARD HAS THE RESPONSIBILITY OF ENSURING COMPLIANCE WITH THE POLICY, ADMINISTERING THE ANNUAL QUESTIONNAIRE AND MAKING DECISIONS AS REQUIRED TO AVOID ACTUAL CONFLICT OF INTEREST. THE BOARD ALSO REVIEWS AND REVISES THIS POLICY AS NEEDED IN THE EVENT OF AN ACTUAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, INTERESTED PARTY MUST DISCLOSE THE NATURE OF THE CONFLICT AND HE/SHE SHALL NOT BE PRESENT IN THE BOARD OR COMMITIEE DELIBERATIONS OR VOTE ON THE MATTER. COMPLETED CONFLICT OF INTEREST FORMS ARE INCLUDED ON BOARD AGENDAS, AND RECORDED IN THE BOARD MINUTES FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITIEE (ISPOR PRESIDENT, PAST-PRESIDENT, PRESIDENT-ELECT, AND TREASURER) CONDUCTS AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE INCLUDING ACCOMPLISHMENTS VERSUS PRE-SPECIFIED GOALS AS WELL AS THE PERFORMANCE OF THE ORGANIZATION. BENCHMARKING OF THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED USING ASSOCIATION CHIEF STAFF EXECUTIVE COMPENSATION SURVEYS BY THE ASAE. COMPENSATION OF THE EXECUTIVE DIRECTOR IS ALSO DETERMINED WITH THE USE OF COMPENSATION SURVEYS AND FORMS 990 OF SIMILAR ORGANIZATIONS. IN ADDITION, IN 2014, THE EXECUTIVE COMMITIEE HIRED AN EXECUTIVE SEARCH FIRM TO PROVIDE COMPENSATION ADVICE FOR THE NEW EXECUTIVE DIRECTOR. THE LAST SALARY EVALUATION FOR THE EXECUTIVE DIRECTOR POSITION WAS CONDUCTED IN 2014. A LETTER FROM THE PRESIDENT AUTHORIZING THE EXECUTIVE DIRECTOR'S COMPENSATION IS RETAINED WITH THE ISPOR PAYROLL RECORDS. FORM 990, PART VI, SECTION C, LINE 18 ISPOR MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY -LAWS ARE ALSO AVAILABLE UPON WRITIEN REQUEST AT 505 LAWRENCE SQUARE BL VD SOUTH, LAWRENCEVILLE, NJ 08648. FORM 990, PART VI, SECTION C, LINE 19 ISPOR MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY. FORM 990, FORM 1023 AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST AT ISPOR'S ADDRESS. FORM 990, PART XII, LINE 2C: ISPOR'S PROCESS OF OVERSEEING THE ANNUAL AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR.