2015-11-16T11:41:04-06:00 2014-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 MARK LEASURE CHIEF EXECUTIVE OFFICER 7032990200 2015-11-16 1 FREDERICK LONGWOOD P00439715 2022932200 2014 2016-04-25 22:37:26Z IDSA MARK LEASURE 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 39507678 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 14 54 200 0 0 1138271 1241951 14242355 15912559 1060588 4357257 391633 317970 16832847 21829737 285650 869164 0 0 5540177 5731404 0 0 0 9826312 9506999 15652139 16107567 1180708 5722170 32932297 36279428 8339695 9014114 24592602 27265314 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 IN PUBLISHING FEES IN THOSE JOURNALS. ADVOCACY - IDSA ADVOCATES FOR EFFORTS TO COMBAT ANTIMICROBIAL RESISTANCE, FOR ADEQUATE APPROPRIATE FUNDING FOR BIOMEDICAL RESEARCH AND PUBLIC HEALTH PROGRAMS FOR INFECTIOUS DISEASES, AND ADDRESSES ISSUES RELATED TO MEDICARE AND MEDICAID THAT SUPPORT MEMBERS AND THEIR PATIENTS. IN DESCENDING ORDER OF EXPENDITURES FOR 2014: STANDARDS & PRACTICE GUIDELINES, HIV MEDICAL ASSOCIATION, CLINICAL AFFAIRS, CLINICAL FELLOWS, EDUCATION, EMERGING INFECTIOUS DISEASES NETWORK, PRACTICE EXAMS, PUBLIC HEALTH, RESEARCH, RESEARCH FELLOWS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 67 0 1 54 1 0 0 0 0 1 1 0 X 15 14 0 0 0 0 1 1 0 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 STEPHEN B CALDERWOOD MD FIDSA PRESIDENT (AS OF OCT) 2.00 0.50 X X 30000 0 0 JOHAN S BAKKEN MD PHD FIDSA PRESIDENT ELECT (AS OF OCT) 2.00 0.50 X X 0 0 0 BARBARA E MURRAY MD FIDSA PAST PRESIDENT (AS OF OCT) 2.00 1.00 X X 0 0 0 PENELOPE H DENNEHY MD FIDSA SECRETARY 2.00 1.00 X X 0 0 0 CYNTHIA L SEARS MD FIDSA TREASURER 2.00 1.00 X X 0 0 0 WILLIAM G POWDERLY MD FIDSA VICE PRESIDENT (AS OF OCT) 2.00 0.50 X X 0 0 0 JUDITH A ABERG MD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 BARBARA D ALEXANDER MD MHS FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 UPTO D ALLEN MD FIDSA BOARD MEMBER (UNTIL OCT) 1.00 0.00 X 0 0 0 HELEN W BOUCHER MD FIDSA BOARD MEMBER (UNTIL OCT) 1.00 0.00 X 0 0 0 R MICHAEL BUCKLEY MD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 DEBORAH COTTON MD MPH FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 JANET A ENGLUND MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 1.00 X 0 0 0 DEBORAH COTTON MD MPH FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 THOMAS FEKETE MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 STANLEY C DERESINSKI MD FIDSA BOARD MEMBER (UNTIL OCT) 1.00 0.00 X 0 0 0 LAWRENCE P MARTINELLI MD FIDSA BOARD MEMBER (AS OF OCT) 1.00 0.50 X 0 0 0 LOUIS B RICE MD BOARD MEMBER 1.00 0.50 X 0 0 0 STEVEN K SCHMITT MD FIDSA BOARD MEMBER 1.00 0.50 X 0 0 0 JANET A ENGLUND MD FIDSA LIAISON 1.00 1.00 X 0 0 0 ANTHONY HARRIS MD MPH LIAISON 1.00 0.00 X 0 0 0 MARK A LEASURE CHIEF EXECUTIVE OFFICER 39.00 1.00 X 487078 12489 48559 DONNA M WILDS VP, ADMIN & FINANCE 31.00 9.00 X 112372 32625 17271 CHRISTINE LUBINSKI VP, GLOBAL HEALTH 0.00 40.00 X 0 189326 16761 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 39.00 1.00 X 158333 4060 31769 DIANA OLSON VP, COMMUNICATIONS 39.00 1.00 X 152204 3902 23185 JENNIFER PADBERG VP, STANDARDS & PRACTICE GUIDELINES 40.00 0.00 X 150765 0 12162 AMANDA JEZEK VP, PUBLIC POLICY & GOV'T 40.00 0.00 X 145811 0 21587 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 39.00 1.00 X 135188 3466 12817 ANDRES RODRIGUEZ DIRECTOR OF PRACTICE & PAYMENT POLICY 40.00 0.00 X 128610 0 7046 JOHN BUCKLEY DIRECTOR OF MEETING SERVICES 40.00 0.00 X 127221 0 9594 JEANNE RAY DIRECTOR OF MEMBERSHIP & MARKETING STRATEGIES 40.00 0.00 X 105549 0 11008 1733131 245868 211759 14 0 1 0 OXFORD JOURNALS GREAT CLARENDON STREET OXFORD UK 0X2 6DP MEMBER SUBSCRIPTIONS 852356 ICF IRONWORKS PO BOX 7777-W510501 PHILADELPHIA PA 191750501 WEBSITE PROGRAMMING 469762 TRUSTEES OF TUFTS COLLEGE 136 HARRISON AVE BOSTON MA 02111 JOURNAL EDITOR OFFICE SUPPORT 456123 ARAMARKSFS 1101 ARCH STREET PHILADELPHIA PA 19107 IDWEEK 2014 FOOD & BEVERAGE 338133 DELCOR TECHNOLOGY SOLUTIONS 8380 COLESVILLE RD STE 550 SILVER SPRING MD 20910 IT SERVICES 285258 17 358033 883918 1241951 JOURNAL ROYALTIES 511120 7043851 7043851 ANNUAL MEETING 900099 5213625 5213625 MEMBERSHIP DUES 900099 2409675 2409675 MANAGEMENT FEES 561000 1034833 1034833 EDUCATIONAL COURSES 611430 210575 210575 15912559 538629 538629 178986 78619 100367 138984 0 138984 138984 138984 21496569 17675849 2092 3820720 -2092 3818628 3818628 21829737 15991178 0 4596608 636714 214250 18200 1229498 3555970 220954 372955 352027 21690 32783 647640 138046 570688 28779 554261 547014 673593 3811 1202925 312727 76704 JOURNAL EXPENSES 1495823 DUES AND SUBSCRIPTIONS 761443 A/V SERVICES 667479 REVENUE SHARE EXPENSE 389951 1381642 16107567 399609 1941661 5639631 5777893 1294439 2189882 257666 218487 2314335 1732801 746071 581534 23843122 24860514 751759 709457 32932297 36279428 1706276 1880048 6266388 6960023 367031 174043 8339695 9014114 X 24477853 27225314 114749 40000 24592602 27265314 32932297 36279428 5722170 -3049458 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2409675 573529 -120047 453482 530129 -76647 1694138 1254364 439774 591867 464026 127841 28330 14411 13919 581534 DEFERRED RENT 167602 DEFERRED COMPENSATION LIABILITIES 6441 174043 X 18782371 -3049458 2092 -3047366 21829737 0 21829737 16109659 2092 2092 16107567 0 16107567 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THEREFORE DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 2,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS 2,092. 0 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES 3400 EUROPE (INCLUDING ICELAND & GREENLAND) 1 0 PROGRAM SERVICES 919617 NORTH AMERICA 0 0 PROGRAM SERVICES 85374 SOUTH AMERICA 0 0 PROGRAM SERVICES 8119 SOUTH ASIA 0 0 PROGRAM SERVICES 2750 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES 4079 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 PROGRAM SERVICES 3536 1 0 0 0 1 0 1026875 0 1026875 WOLINSKY HONORARIUM EUROPE (INCLUDING ICELAND & GREENLAND) 1 1000 GUERRANT AWARD SUB-SAHARAN AFRICA 2 3200 GUERRANT AWARD CENTRAL AMERICA AND THE CARIBBEAN 1 1600 GUERRANT AWARD SOUTH ASIA 1 1600 TRAVEL GRANTS NORTH AMERICA 11 11000 INVESTIGATOR AWARD SOUTH AMERICA 1 1500 TRAVEL GRANTS EAST ASIA AND THE PACIFIC 3 2800 INVESTIGATOR AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 2 3250 INVESTIGATOR AWARD EAST ASIA AND THE PACIFIC 1 1750 INVESTIGATOR AWARD SUB-SAHARAN AFRICA 1 1500 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 ARLINGTON VA 22209 311765388 501(C)(3) 636714 PROGRAM SERVICE ACCOMPLISHMENTS 1 0 TRAVEL GRANT 184 180750 KASS AWARD 4 3000 INVESTIGATOR AWARD 10 15000 GUERRANT AWARD 5 8000 SOCIETY CITATION AWARD 1 1500 OSWALD AVERY AWARD 1 1500 CLINICAL TEACHER AWARD 1 1500 ALEXANDER FLEMING AWARD 1 1500 WATANAKUNAKORN CLINICIAN AWARD 1 1500 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'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 2014. X X X 0 1 0 MARK A LEASURE CHIEF EXECUTIVE OFFICER 449330 11521 0 0 37748 968 26188 671 24047 617 537313 13777 0 0 DONNA M WILDS VP, ADMIN & FINANCE 111342 32326 0 0 1030 299 6230 1809 9070 2633 127672 37067 0 0 CHRISTINE LUBINSKI VP, GLOBAL HEALTH 0 184263 0 0 0 5063 0 10233 0 9228 0 208787 0 0 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 157361 4035 0 0 972 25 8842 227 24636 632 191811 4919 0 0 DIANA OLSON VP, COMMUNICATIONS 151288 3879 0 0 916 23 8374 215 16688 428 177266 4545 0 0 JENNIFER PADBERG VP, STANDARDS & PRACTICE GUIDELINES 150155 0 0 0 610 0 8462 0 6208 0 165435 0 0 0 AMANDA JEZEK VP, PUBLIC POLICY & GOV'T 145291 0 0 0 520 0 7991 0 16044 0 169846 0 0 0 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 134407 3446 0 0 781 20 7419 190 7406 190 150013 3846 0 0 PART I, LINE 4B MARK LEASURE, 457(F) PLAN - $25,000 FORM 990, PART VI, SECTION A, LINE 6 THE CATEGORIES OF MEMBERSHIP INCLUDE: MEMBER, MEMBER-IN-TRAINING, FELLOW, ASSOCIATE MEMBER, STUDENT MEMBER, AND 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 B, LINE 11 THE FORM 990 IS REVIEWED BY THE CEO AND VP OF ADMINISTRATION AND FINANCE 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, THEY ARE REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION/VOTE. IF STAFF WOULD HAVE A CONFLICT WITH AN AREA OR COMPANY WE ARE WORKING WITH, THEY WOULD NOT BE ALLOWED TO WORK ON/WITH THE PROJECT INVOLVING THAT AREA OR COMPANY. STAFF COI'S 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 GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. 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 1 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 IDSA EDUCATION & RESEARCH FOUNDATION B 636714 COST