2015-11-16T11:40:49-06:00 2014-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 BARBARA BYRD KEENAN EXEC DIRECTOR & CEO 3019410200 2015-11-16 1 DEBORAH G KOSNETT P00290720 2022932200 2014 2016-04-25 22:37:26Z X BARBARA BYRD KEENAN 2055 L STREET NW NO 600 WASHINGTON DC 20036 34039940 0 X WWW.ENDOCRINE.ORG X 1918 DE TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 15 10 111 4400 2202689 728579 8007161 7409428 19368464 19199863 2641967 1697920 2933433 3490954 32951025 31798165 694719 679950 0 0 10466776 11073521 0 0 919710 20786526 20410956 31948021 32164427 1003004 -366262 62657842 61862699 27053186 27105187 35604656 34757512 X TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 0 0 11866616 613579 7730786 MEETINGS & EDUCATION: THE ENDOCRINE SOCIETY (ES) PROVIDES EDUCATIONAL PROGRAMS FOR RESEARCHERS AND CLINICAL MEDICAL PROFESSIONALS TO INCREASE THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS WITH ENDOCRINE-RELATED MEDICAL CONDITIONS. ES IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AND ITS CONTINUING MEDICAL EDUCATION PROGRAMS ARE PLANNED AND CONDUCTED IN STRICT COMPLIANCE WITH ACCME STANDARDS AND REQUIREMENTS. EACH YEAR ES HOLDS A FOUR-DAY EDUCATIONAL MEETING (ENDO) FOCUSED ON THE FIELD OF ENDOCRINOLOGY. EACH ATTENDEE MAY EARN UP TO 32.5 CONTINUING MEDICAL EDUCATION (CME) CREDITS FOR THE CORE EDUCATIONAL PROGRAM. ES ALSO HOLDS AN ANNUAL CLINICAL ENDOCRINOLOGY UPDATE (CEU) EVENT WHERE PROFESSIONALS MAY EARN UP TO 26 CME CREDITS, DEPENDING ON THE EDUCATION OPTIONS CHOSEN. THE SOCIETY PROVIDES MANY OTHER OPPORTUNITIES FOR PROFESSIONAL EDUCATION AND CREDIT IN VARIOUS FORMATS DURING THE YEAR INCLUDING BUT NOT LIMITED TO: IN-PERSON SPEAKER EVENTS, EDUCATIONAL BOOKS, ONLINE COURSES, STUDY GUIDES, MONOGRAPHS, AND WEBCASTS. THE SOCIETY ALSO COLLABORATES WITH OTHER MEDICAL AND SCIENTIFIC PROFESSIONAL SOCIETIES AND OFTEN CO-SPONSORS EDUCATIONAL EVENTS WHEN THE TOPICS ARE OF INTEREST TO SOCIETY MEMBERSHIP AND ARE CONSISTENT WITH THE SOCIETY'S MISSION. IN ORDER TO SUPPORT AND ENCOURAGE PARTICIPATION BY EARLY-CAREER PROFESSIONALS, THE SOCIETY OFTEN PROVIDES TRAVEL GRANTS AND AWARDS TO TRAINEES. 5956243 4000 12494277 PUBLICATIONS: ES PUBLISHES FIVE PEER-REVIEWED SCIENTIFIC JOURNALS AIMED AT FURTHERING THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS WITH ENDOCRINE-RELATED CONDITIONS. THREE OF THE JOURNALS ARE PUBLISHED MONTHLY; TWO ARE PUBLISHED BI-MONTHLY. EACH JOURNAL IS EDITED BY A GROUP OF ENDOCRINOLOGISTS WHO ARE ALSO MEMBERS OF THE SOCIETY. IN ADDITION, EACH JOURNAL ARTICLE IS PEER REVIEWED BY SOCIETY MEMBERS WITH EXPERTISE IN THE SUBJECT MATTER OF THE ARTICLE/RESEARCH BEING PRESENTED. OVER 4,000 MEMBERS DONATE TIME DURING THE YEAR TO THE PEER REVIEW PROCESS. THE SOCIETY ALSO PUBLISHES A MONTHLY PERIODICAL THAT PROVIDES AN ANALYSIS OF THE SCIENTIFIC ADVANCES AND NEWS IN ENDOCRINOLOGY. MEMBER CLINICIANS OFTEN DISSEMINATE THIS PUBLICATION TO THEIR PATIENTS AND OTHERS AS AN INFORMATIONAL RESOURCE ON THE CAUSES AND POSSIBLE TREATMENTS FOR ENDOCRINE DISORDERS. THE PERIODICAL ALSO PROVIDES INFORMATION TO MEMBERS ON SOCIETY EVENTS, EDUCATIONAL OPPORTUNITIES, AND GENERAL NEWS IN THE FIELD OF ENDOCRINOLOGY. 2777046 2730 23360 GOVERNMENT AND PUBLIC AFFAIRS: ES IDENTIFIES ISSUES AND PUBLIC POLICY OBJECTIVES IMPORTANT TO THE PROFESSIONAL LIVES OF ITS MEMBERS AND ADVOCATES ON THEIR BEHALF. THIS ADVOCACY TAKES SEVERAL FORMS INCLUDING COMMENTS TO FEDERAL AGENCIES, DEVELOPMENT OF POSITION STATEMENTS AND CLINICAL GUIDELINES, MEDIA OUTREACH, AND DIRECT LOBBYING. THE SOCIETY ALSO REPRESENTS ITS MEMBERS' INTERESTS THROUGH PARTICIPATION WITH OTHER GROUPS AND COALITIONS, SUCH AS THE AMERICAN MEDICAL ASSOCIATION (AMA) AND THE FEDERATION OF AMERICAN SOCIETIES OF EXPERIMENTAL BIOLOGY (FASEB). ES PUBLISHES A SEMI-MONTHLY ONLINE NEWSLETTER WITH A FOCUS ON HEALTH AND SCIENCE PUBLIC POLICY THAT IMPACTS THE ENDOCRINOLOGIST. 4201944 59641 2322035 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 4201944 59641 2322035 24801849 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 355 0 1 111 1 1 1 0 0 0 0 0 0 0 0 0 X 15 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X PAUL HEDRICK SR DIR FINANCE IT 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 RICHARD SANTEN PRESIDENT - AS OF 7/1/14 20.00 X X 48000 0 0 LISA FISH PRESIDENT ELECT - AS OF 7/1/14 20.00 X X 17500 0 0 KENNETH H HUPART SECRETARY/TREASURER 20.00 X X 30000 0 0 TERESA WOODRUFF IMMEDIATE PAST PRES. - AS OF 7/1/14 20.00 X 0 0 0 SUSAN MANDEL VP - PHYS IN PRACTICE 15.00 X X 4250 0 0 HOWARD B A BAUM COUNCIL 6.00 X 0 0 0 MARGARET E WIERMAN VP CLINICAL SCIENTIST 15.00 X X 15025 0 0 URSULA KAISER VP BASIC SCIENTIST - UNTIL 6/30/14 15.00 X X 6550 0 0 CAROL A LANGE VP BASIC SCIENTIST - AS OF 7/1/14 15.00 X X 0 0 0 MARY CAROL GREENLEE COUNCIL 6.00 X 1000 0 0 RICHARD ROBBINS COUNCIL - UNTIL 6/30/14 6.00 X 0 0 0 E DALE ABEL COUNCIL - UNTIL 6/30/14 6.00 X 0 0 0 ANA CLAUDIA LATRONICO COUNCIL 6.00 X 0 0 0 DIANE ROBINS COUNCIL 6.00 X 0 0 0 SHALENDER BHASIN COUNCIL - UNTIL 6/30/14 6.00 X 0 0 0 MITCHELL LAZAR COUNCIL 6.00 X 0 0 0 WILLIAM F YOUNG IMMEDIATE PAST PRES. - UNTIL 6/30/14 20.00 X 3000 0 0 BRADLEY ANAWALT COUNCIL - AS OF 7/1/2014 6.00 X 3000 0 0 MICHAEL TUTTLE COUNCIL - AS OF 7/1/14 6.00 X 0 0 0 GENEVIEVE NEAL-PERRY COUNCIL - AS OF 7/1/2014 6.00 X 0 0 0 BARBARA BYRD KEENAN EXECUTIVE DIRECTOR & CEO 50.00 X 488393 0 18287 JOHN HEBERLEIN DEPUTY EXECUTIVE DIRECTOR & COO 50.00 X 370633 0 46638 PAUL HEDRICK SENIOR DIRECTOR, FINANCE & INFORMATION TECHNOLOGY 50.00 X 176694 0 37206 WANDA JOHNSON SENIOR DIRECTOR, MEETINGS & EDUCATION 50.00 X 282697 0 24224 MILA BECKER SENIOR DIRECTOR, ADVOCACY & POLICY PROGRAMS 50.00 X 253850 0 12420 WENDY STURLEY SENIOR DIRECTOR, MARKETING 50.00 X 185013 0 41438 NANCY CHILL SENIOR DIRECTOR, CORPORATE RELATIONS 50.00 X 167984 0 38008 NANCY RODNAN SENIOR DIRECTOR, PUBLICATIONS 50.00 X 161101 0 16996 STEVE POSTON DIRECTOR, INFORMATION & TECHNOLOGY & OFFICE SERVIC 50.00 X 148206 0 24859 AYUKO KIMURA-FAY DIRECTOR OF MEETINGS 50.00 X 139808 0 22963 EMILY REYER DIRECTOR, FINANCE & CONTROLLER 50.00 X 129999 0 16702 ROB BARTEL SENIOR DIRECTOR, KNOWLEDGE INTEGRATION & NEW PRODU 50.00 X 131578 0 21015 ELIZABETH KAN DIRECTOR, EXECUTIVE OFFICE 50.00 X 127779 0 28830 2892060 0 349586 24 0 1 0 MEDSCAPE LLC 12186 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 MEDICAL EDUCATION COMM SVS 824947 SMG 301 E CERMAK RD MCCORMICK PLACE CHICAGO IL 60616 ON-SITE MEETING SUPPORT SERVICES 590980 INTELICE SOLUTIONS 3720-B ROCKLEDGE DR SUITE 710 BETHESDA MD 20817 IT SUPPORT SERVICES 315955 INTERNATIONAL MAILING SOLUTIONS LLC 25 CORPORATE DRIVE SUITE 175 BURLINGTON MA 018034243 PUBLICATION SUPPORT SERVICES 259590 2055 L STREET CONDOMINIUM 1700 K STREET NW SUITE 600 WASHINGTON DC 20006 REAL ESTATE MANAGEMENT 249303 11 7409428 7409428 JOURNAL SALES 511120 7679226 7679226 MEETING & REGISTRATION 611600 6483817 6483817 AUTHOR CHARGES 511120 2017412 2017412 MEMBERSHIP DUES 900099 1840785 1840785 REPRINT SALES 511120 529528 529528 649095 649095 19199863 975128 9597 965531 582889 480131 102758 116582 98981 17601 17601 17601 2865006 580 2142794 0 722212 580 722792 722792 ADVERTISING REVENUE 541800 2193092 2193092 HOTEL REBATES-ANNUAL MEETING 900099 463955 463955 233417 233417 2890464 31798165 20377366 2202689 1808682 X 194407 194407 403643 403643 81900 81900 2763781 1139151 1414650 209980 6539847 4610293 1631935 297619 624371 485533 128587 10251 699509 389555 261022 48932 446013 320597 109454 15962 66056 33861 31653 542 48710 48710 98700 98700 214299 214299 3919076 3829445 89631 1549175 1258384 263362 27429 155721 41661 114060 1120517 771912 273904 74701 2706501 2140220 477463 88818 2261702 2239115 9025 13562 333857 229990 81610 22257 907424 907424 117588 48757 68831 INCOME TAXES 345224 345015 209 PRINTING & COMPOSITION 1856705 1852157 1697 2851 HOSPITALITY 1142750 1049223 59956 33571 MARKETING & PROMOTION 1027007 954119 17221 55667 2539944 2284211 238165 17568 32164427 24801849 6442868 919710 8095887 6166626 16425 15525 1583185 1982046 608449 621309 19783022 1975406 15461253 17807616 36350760 34821261 541883 448316 62657842 61862699 3933898 3244818 8660839 9739148 14175781 13885355 282668 235866 27053186 27105187 X 32550426 32066660 2022506 1652180 1031724 1038672 35604656 34757512 62657842 61862699 -366262 -480882 0 X X 0 1 X 1 0 X 5586470 5953297 7382644 8007161 7409428 34339000 17530682 18148746 18208127 19368464 19199863 92455882 1039783 1039783 24156935 24102043 25590771 27375625 26609291 127834665 0 0 0 127834665 705481 1007040 1154942 1387339 1674599 5929401 863963 602095 519669 383933 480862 2850522 1569444 1609135 1674611 1771272 2155461 8779923 281542 325722 360604 483274 697370 2148512 26007921 26036900 27625986 29630171 29462122 138763100 0.92120 0.90400 0.06330 0.05860 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2010 AMOUNT: $ 281,542. 2011 AMOUNT: $ 325,722. 2012 AMOUNT: $ 360,604. 2013 AMOUNT: $ 483,274. 2014 AMOUNT: $ 697,370. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11098 192852 203950 30666245 30870195 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 144333 161584 173842 203950 683709 250000 250000 250000 250000 1000000 1500000 5514 9908 8477 11098 34997 212450 X X 0 1312724 6948 36007 5500 83073 1267106 1170259 30810 117635 5500 480 1312724 1062451 32250 81513 5500 455 1170259 1041337 29267 -2186 5500 467 1062451 872574 89793 84470 5500 1041337 0.08250 0.65210 0.26540 0 0 16695101 555029 16140072 3087921 1420377 1667544 17807616 OTHER LONG-TERM LIABILITIES 235866 235866 X 34011932 -480882 2809967 98981 2428066 31583866 214299 214299 31798165 34859076 2809967 98981 2908948 31950128 214299 214299 32164427 PART III, LINE 4: THE CLARK T. SAWIN MEMORIAL LIBRARY IS HOUSED AT THE ENDOCRINE SOCIETY'S OFFICE IN WASHINGTON, DC. THE LIBRARY COLLECTION INCLUDES MORE THAN 5,300 BOOKS, MEETING PROGRAMS FROM ENDOCRINE ORGANIZATIONS CIRCA 1930 THROUGH CURRENT DAY, PROFESSIONAL AND PERSONAL RESEARCH PAPERS, SLIDES AND MANY HISTORICAL ARTICLES. BY CATALOGING AND PRESERVING UNIQUE HISTORICAL ENDOCRINE LITERATURE AND ARTIFACTS, THE LIBRARY PLAYS AN IMPORTANT ROLE IN THE SOCIETY'S ROLE OF EDUCATION IN THE FIELD OF ENDOCRINOLOGY. BOOKS AND REFERENCE MATERIALS ARE ALL AVAILABLE FOR CIRCULATION. PART V, LINE 4: THE SOCIETY'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR SPECIFIC PURPOSES AND ARE ADMINISTERED IN ACCORDANCE WITH THE DOCUMENTS THAT ESTABLISHED THE FUNDS. OF THE TOTAL YEAR END BALANCE, THE FUNDS ARE INTENDED TO BE USED AS FOLLOWS: SAWIN LIBRARY COLLECTION AND OPERATING SUPPORT - 82% AWARDS - 2% TRAVEL GRANTS - 16% PART X, LINE 2: MANAGEMENT DID NOT IDENTIFY ANY SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AND BELIEVES THE SOCIETY IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 98,981. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 98,981. 0 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 16500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 37200 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 19500 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4500 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4200 0 0 0 0 0 0 81900 0 81900 ABSTRACT EAST ASIA & THE PACIFIC 9 9000 CHECK ABSTRACT EUROPE 29 27000 CHECK ABSTRACT NORTH AMERICA 9 8000 CHECK ABSTRACT SOUTH ASIA 2 2000 CHECK ABSTRACT SOUTH AMERICA 3 2500 CHECK O/S SERVICE TO ENDOCRINOLOGY EAST ASIA & THE PACIFIC 1 3000 CHECK RESEARCH EAST ASIA & THE PACIFIC 1 500 CHECK RESEARCH EUROPE 1 3000 CHECK RESEARCH NORTH AMERICA 1 1000 CHECK STUDENT AUTHOR SOUTH ASIA 1 1000 CHECK SUMMER RESEARCH NORTH AMERICA 2 8000 CHECK TRAVEL EAST ASIA & THE PACIFIC 10 4000 CHECK TRAVEL EUROPE 17 7200 CHECK TRAVEL NORTH AMERICA 6 2500 CHECK TRAVEL SOUTH ASIA 3 1200 CHECK TRAVEL SOUTH AMERICA 5 2000 CHECK 0 0 0 0 0 0 PART I, LINE 2: ALL AWARDS ACCOUNTED FOR ON THE ACCRUAL BASIS. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE, GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. A SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. STUDENT AUTHOR AWARDS: AWARDEES ARE CHOSEN FROM AUTHORS OF PAPERS THAT ARE ACCEPTED AS ARTICLES IN ONE OF THE SOCIETY'S JOURNALS. THE STUDENT AUTHORS SIGN UP TO BE CONSIDERED FOR THE AWARD. ALL AWARDEES MUST SUBMIT CURRICULA VITAE TO INSURE THEY ARE ELIGIBLE. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. JCEM BEST PAPER AWARD: THIS AWARD RECOGNIZES THE BEST CLINICAL RESEARCH PAPERS THAT APPEAR IN THE JCE & M IN THE PRIOR YEAR. IT IS DECIDED BY A JURIED PANEL OF EXPERTS. THERE IS NO NEED TO MONITOR THE USE OF FUNDS BECAUSE THE AWARDS ARE FOR WORK ALREADY PERFORMED. ABSTRACT AWARDS: AWARDEES ARE CHOSEN FROM APPLICATIONS BASED ON RESEARCH WORK THAT RESULTED IN A SCIENTIFIC ABSTRACT. THE AWARDEE MUST PRESENT A POSTER AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. 1 THE ASSOCIATION OF PROG DIRECT IN ENDOCRINOLOGY DIABETES & METAB INC C/O 2055 L STREET NW SUITE 600 WASHINGTON DC 20036 522004501 501(C)3 20000 GENERAL OPERATING SUPPORT AMERICAN ASSOCIATION OF DIABETES EDUCATORS 200 W MADISON STREET SUITE 800 CHICAGO IL 60606 510161670 501(C)3 8375 GENERAL OPERATING SUPPORT REGENTS OF THE UNIVERSITY OF COLORADO DENVER MAIL STOP F428 DENVER CO 80291 846000555 115 34125 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF WISCONSIN 445 HENRY MALL 1ST FLOOR MADISON WI 53706 396006492 115 33364 SPONSORSHIP OF SUMMER RESEARCH STUDENTS BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)3 6774 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF VIRGINIA PO BOX 400229 CHARLOTTESVILLE VA 22904 546001796 115 19600 SPONSORSHIP OF SUMMER RESEARCH STUDENTS REGENTS OF THE UNIVERSITY OF CALIFORNIA 1855 FOLSOM STREET SAN FRANCISCO CA 94143 945035493 115 42428 SPONSORSHIP OF SUMMER RESEARCH STUDENTS EMORY COLLEGE CENTER FOR SCIENCE EDUCATION 1399 OXFORD ROAD ATLANTA GA 30322 580566256 501(C)3 15360 SPONSORSHIP OF SUMMER RESEARCH STUDENTS 8 0 PPTOX ABSTRACTS 10 5000 ABSTRACT AWARD (ES, FRONTIERS, HELMSLEY) 103 68550 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY 10 29000 POSTER AWARDS 2 200 RESEARCH 13 205741 STUDENT AUTHORS 3 3000 SUMMER RESEARCH 13 52000 TRAVEL AWARDS 100 40152 PART I, LINE 2: ENDOCRINE RESEARCH GRANTS - SEVERAL TYPES: RESEARCH GRANTS FOR MD'S OR PHD CANDIDATES: AWARDS ARE BASED ON AN APPLICATION PROCESS THAT INCLUDES SPECIFIC RESEARCH UNDER A MENTOR WHO IS A SOCIETY MEMBER. COMPLETION REQUIRES THAT AN ABSTRACT WILL BE PRESENTED AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING AND THAT AN ARTICLE PUBLISHED IN A PEER-REVIEWED JOURNAL SHOULD RESULT FROM THE RESEARCH. LECTURE AWARDS: THESE AWARDS ARE GIVEN FOR COMPLETED RESEARCH. THE AWARDEE IS REQUIRED TO PROVIDE A LECTURE ON THEIR RESEARCH AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE, GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. THE SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. AWARDS FOR OUTSTANDING CONTRIBUTIONS TO THE FIELD OF ENDOCRINOLOGY ARE BASED ON NOMINATIONS FROM MEMBERS OF THE SOCIETY. THEY ARE GIVEN FOR A BODY OF WORK DURING THE CAREER OF THE WINNER AND THERE IS NO REQUIREMENT TO MONITOR THE USE OF FUNDS. JCEM BEST PAPER AWARD: THIS AWARD RECOGNIZES THE BEST CLINICAL RESEARCH PAPERS THAT APPEAR IN THE JCE & M IN THE PRIOR YEAR. IT IS DECIDED BY A JURIED PANEL OF EXPERTS. THERE IS NO NEED TO MONITOR THE USE OF FUNDS BECAUSE THE AWARDS ARE FOR WORK ALREADY PERFORMED. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, EXCELLENCE IN EDUCATION, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. X X X X X X 0 0 0 0 0 0 0 1 1 1 BARBARA BYRD KEENAN EXECUTIVE DIRECTOR & CEO 486413 0 0 0 1980 0 0 0 20103 0 508496 0 0 0 JOHN HEBERLEIN DEPUTY EXECUTIVE DIRECTOR & COO 305003 0 65000 0 630 0 25500 0 22877 0 419010 0 0 0 PAUL HEDRICK SENIOR DIRECTOR, FINANCE & INFORMATI 166004 0 10000 0 690 0 17268 0 21454 0 215416 0 0 0 WANDA JOHNSON SENIOR DIRECTOR, MEETINGS & EDUCATIO 214731 0 67000 0 966 0 21724 0 4053 0 308474 0 0 0 MILA BECKER SENIOR DIRECTOR, ADVOCACY & POLICY P 248400 0 5000 0 450 0 12420 0 1503 0 267773 0 0 0 WENDY STURLEY SENIOR DIRECTOR, MARKETING 178323 0 6000 0 690 0 19000 0 26537 0 230550 0 0 0 NANCY CHILL SENIOR DIRECTOR, CORPORATE RELATIONS 160828 0 6500 0 656 0 16871 0 22635 0 207490 0 0 0 NANCY RODNAN SENIOR DIRECTOR, PUBLICATIONS 160080 0 0 0 1021 0 0 0 18583 0 179684 0 0 0 STEVE POSTON DIRECTOR, INFORMATION & TECHNOLOGY & 139516 0 8000 0 690 0 14344 0 11783 0 174333 0 0 0 AYUKO KIMURA-FAY DIRECTOR OF MEETINGS 134828 0 3000 0 1980 0 13747 0 10490 0 164045 0 0 0 ROB BARTEL SENIOR DIRECTOR, KNOWLEDGE INTEGRATI 127278 0 4000 0 300 0 13000 0 9206 0 153784 0 0 0 ELIZABETH KAN DIRECTOR, EXECUTIVE OFFICE 122989 0 3500 0 1290 0 12834 0 17209 0 157822 0 0 0 PART I, LINE 7 DISCRETIONARY YEAR-END BONUSES. ALL EMPLOYEES ARE ELIGIBLE FOR THESE BONUSES. THEY ARE BASED PRIMARILY ON WORK PERFORMANCE DURING THE YEAR AND ARE GIVEN AT THE SAME TIME AS ANNUAL SALARY INCREASES. PART I, LINE 8 THE INITIAL TERM OF THE EMPLOYMENT AGREEMENT BETWEEN THE ENDOCRINE SOCIETY AND BARBARA BYRD KEENAN IS FROM JANUARY 6, 2014 THROUGH DECEMBER 31, 2016. THIS AGREEMENT WILL AUTOMATICALLY RENEW FOR ADDITIONAL THREE (3) YEAR TERMS, COMMENCING JANUARY 1, UNLESS EITHER PARTY PROVIDES WRITTEN NOTICE OF AN INTENTION NOT TO RENEW NO LESS THAN SIXTY (60) DAYS PRIOR TO THE END OF THE INITIAL OR ANY RENEWAL TERM. THE BASE COMPENSATION OF EXECUTIVE SHALL BE NOT LESS THAN $500,000, SUBJECT TO APPLICABLE WITHHOLDINGS. CONSIDERATION WILL BE GIVEN ANNUALLY BY THE COUNCIL TO INCREASING THE EXECUTIVE'S BASE COMPENSATION. IN ADDITION, THE COUNCIL MAY AWARD AN ANNUAL BONUS TO EXECUTIVE IN SUCH AMOUNT AS DETERMINED BY THE COUNCIL, NOT TO EXCEED 10% OF EMPLOYEE'S BASE COMPENSATION. A DISTRICT OF COLUMBIA 536001131 2013-11-01 14200000 TO PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION & FURNISHING OF HEADQUARTERS 0 0 0 A 14200000 147325 14200000 2014 0 0 0 1 A 0 0 1 1 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 WILLIAM F YOUNG COUNCIL MEMBER (PAST PRESIDENT) 67408 SEE BELOW 0 SCHEDULE L, PART IV, COLUMN D: ABBIE YOUNG, WHO IS THE DAUGHTER OF WILLIAM YOUNG, WAS PAID $67,408 FOR HER SERVICES AS MEDICAL EDITOR OF THE ENDOCRINE SELF ASSESSMENT PROGRAM (ESAP). FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL CONSIST OF ACTIVE MEMBERS, EMERITUS MEMBERS, AND DOCTORAL-LEVEL TRAINEES, ALL OF WHOM ARE ENTITLED TO ONE VOTE ON MATTERS REQUIRING MEMBERSHIP ACTION. FORM 990, PART VI, SECTION A, LINE 7A THREE CLASSES OF MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE COUNCIL (GOVERNING BODY): ACTIVE MEMBERS, EMERITUS MEMBERS, AND DOCTORAL-LEVEL TRAINEE MEMBERS. THERE IS AN ANNUAL ELECTION FOR CERTAIN OFFICERS AND A ROTATING PORTION OF THE COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS THAT REQUIRE MEMBER APPROVAL ARE: 1) BYLAW AMENDMENTS REQUIRE AN AFFIRMATIVE VOTE OF THREE-FIFTHS OF THE MEMBERSHIP RESPONDING WITHIN 45 DAYS AFTER THE TRANSMISSION OF THE BALLOT TO THE MEMBERS. 2) REMOVAL OF OFFICERS, COUNCIL MEMBERS, OR APPOINTED OFFICIALS REQUIRES A VOTE OF TWO-THIRDS OF THE MEMBERSHIP RESPONDING TO THE BALLOT. FORM 990, PART VI, SECTION B, LINE 11 A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE MANAGER, TAX & GRANT REPORTING, THE SENIOR DIRECTOR, FINANCE & IT, AND THE CEO. THE COUNCIL MEMBERS AND OFFICERS HAVE THE OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COUNCIL MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY ARE REQUIRED TO DISCLOSE, IN WRITING, ANY CONFLICTS FROM BUSINESS TRANSACTIONS THAT WOULD NEED TO BE LISTED ON SCHEDULE L, PART IV. THE FORMS ARE REVIEWED AND SIGNED BY A STAFF LIAISON AND A STAFF SENIOR DIRECTOR IN CHARGE OF GOVERNANCE WHO DETERMINES WHETHER AN ACTUAL CONFLICT EXISTS. IN ADDITION, THE CONFLICT OF INTEREST STATEMENT IS READ AT THE BEGINNING OF EACH COUNCIL MEETING AND INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY NEW CONFLICTS THEY ARE AWARE OF ARISING FROM THEIR OWN OR OTHER COUNCIL MEMBERS' ACTIVITIES. COUNCIL MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY ISSUE IN WHICH THEY HAVE A CONFLICT OF INTEREST. DEPENDING ON THE CONFLICT, THEY MAY ALSO BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION AND DELIBERATIONS AND THEY MAY NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING. MEETING MINUTES REFLECT ANY RECUSAL. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S PROPOSED COMPENSATION IS REVIEWED BY THE PERFORMANCE AND COMPENSATION COMMITTEE (P&CC) OF THE SOCIETY BEFORE IT TAKES EFFECT. THE P&CC IS COMPOSED OF THE SECRETARY-TREASURER, CURRENT PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT. AN INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS AND DISCUSSES THE RESULTS WITH THE P&CC. THE COMMITTEE EVALUATES THE PROPOSED COMPENSATION IN LIGHT OF THE SURVEY FOR MARKET REASONABLENESS AND THE IRS INTERMEDIATE SANCTIONS RULES. THE P&CC APPROVES A COMPENSATION AMOUNT. A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE SOCIETY AND THE EXECUTIVE DIRECTOR HAS BEEN APPROVED BY THE P&CC. THE P&CC ALSO REVIEWS SALARIES FOR THE REMAINING KEY EMPLOYEES (SENIOR DIRECTORS). THE INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS TO DETERMINE MARKET REASONABLENESS OF SALARIES. HE ALSO DISCUSSES THE IRS INTERMEDIATE SANCTIONS RULES WITH THE P&CC TO ENSURE THAT THEY UNDERSTAND THE SALARY LEVELS ARE APPROPRIATE IN LIGHT OF THOSE RULES. FORM 990, PART VI, SECTION C, LINE 19 THE ENDOCRINE SOCIETY'S BYLAWS AND ITS CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE: WWW.ENDOCRINE.ORG. THE SOCIETY'S FINANCIAL STATEMENTS, AS THEY APPEAR IN ITS FORM 990, ARE AVAILABLE ON A PUBLIC WEBSITE (WWW.GUIDESTAR.ORG) OR UPON REQUEST TO THE SOCIETY. FORM 990, PART IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 786,723. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 786,723. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 43,356. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,356. SCIENTIFIC ABSTRACT SUBMISSIONS MGMT: PROGRAM SERVICE EXPENSES 80,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,000. MEDICAL EDUCATION & COMMUNICATIONS SVCS: PROGRAM SERVICE EXPENSES 1,672,462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,672,462. WRITING & EDITING: PROGRAM SERVICE EXPENSES 216,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 216,500. WEBSITE HOSTING & ELECTRONIC DESIGN: PROGRAM SERVICE EXPENSES 414,338. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 414,338. EVIDENCE BASED REVIEW OF MEDICAL PROTOCOLS: PROGRAM SERVICE EXPENSES 178,787. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 178,787. HYPOGLYCEMIA SUMMIT PREP: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. PLACEMENT SERVICE CONTRACTOR: PROGRAM SERVICE EXPENSES 37,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,746. PRINCIPAL INVESTIGATOR FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 43,157. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 43,157. PERFORMANCE DEVELOPMENT STRATEGIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 35,100. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,100. PRIMARY CARE EDUCATION - BEST PRACTICES: PROGRAM SERVICE EXPENSES 36,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,875. TRANSITIONS OF CARE: PROGRAM SERVICE EXPENSES 50,794. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,794. LIBRARY SERVICES/ORAL & VIDEO SAWIN: PROGRAM SERVICE EXPENSES 16,913. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,913. DIABETES/CEU - CAPITAL REACH: PROGRAM SERVICE EXPENSES 24,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,071. AID: PROGRAM SERVICE EXPENSES 10,461. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,461. ELECTION / BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 8,607. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,607. AMBASSADOR EXCHANGE: PROGRAM SERVICE EXPENSES 750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 750. HHN WEBSITE: PROGRAM SERVICE EXPENSES 52,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,000. HHN MENOPAUSE MAP - SOLVAY: PROGRAM SERVICE EXPENSES 85,544. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,544. WORKFORCE STUDY - LEWIN GROUP FINAL PAYMENT: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 52,324. MANAGEMENT AND GENERAL EXPENSES 2,568. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,892. FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ES 2055 LLC 2055 L STREET NW WASHINGTON DC 20036 465264439 LEASING DC 116582 66249 ENDOCRINE SOCIETY THE HORMONE FOUNDATION 2055 L STREET NW WASHINGTON DC 20036 911800236 PUBLIC EDUCATION - HORMONE RELATED HEALTH CONDITION MD 501(C)(3) 509(A)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0