2014-11-14T10:16:43-06:00 2013-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 BARBARA BYRD KEENAN EXEC DIRECTOR & CEO 3019410200 2014-11-14 1 DEBORAH G KOSNETT P00290720 2022932200 2013 2015-11-30 17:44:51Z X BARBARA BYRD KEENAN 2055 L STREET NW NO 600 WASHINGTON DC 20036 34246962 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 7 100 4400 1934107 581361 7382644 8007161 18190090 19368464 1293539 2641967 2824572 2933433 29690845 32951025 568692 694719 0 0 9595406 10466776 0 0 902293 18884076 20786526 29048174 31948021 642671 1003004 45372662 62657842 11704345 27053186 33668317 35604656 X TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 0 0 12861602 611719 6960270 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. 5877553 17000 12825461 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. APPROXIMATELY 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. 1968203 2500 0 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. 4335888 63500 2442900 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 4335888 63500 2442900 25043246 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 391 0 1 100 1 1 1 0 0 0 0 0 0 0 0 0 X 15 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X JOHN R HEBERLEIN DEPUTY EXEC DIR 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 TERESA WOODRUFF PRESIDENT (AS OF 7/1/13) 20.00 0.00 X X 52500 0 0 RICHARD SANTEN PRESIDENT ELECT (AS OF 7/1/13) 20.00 0.00 X X 17500 0 0 KENNETH H HUPART SECRETARY/TREASURER (AS OF 7/1/13) 20.00 0.00 X X 15000 0 0 WILLIAM F YOUNG JR IMMEDIATE PAST PRES (AS OF 7/1/13) 20.00 0.00 X 30500 0 0 JOHN C MARSHALL SECRETARY/TREASURER (UNTIL 6/30/13) 20.00 0.00 X X 30000 0 0 SUSAN MANDEL VICE PRESIDENT (AS OF 7/1/13) 15.00 0.00 X X 5000 0 0 HOWARD BA BAUM COUNCIL (AS OF 7/1/13) 6.00 0.00 X 0 0 0 MARGARET E WIERMAN VP-CLINICAL SCIENTIST (AS OF 7/1/13) 15.00 0.00 X X 8574 0 0 URSULA KAISER VP - BASIC SCIENTIST 15.00 0.00 X X 0 0 0 MARY CAROL GREENLEE COUNCIL 6.00 0.00 X 1500 0 0 RICHARD ROBBINS COUNCIL 6.00 0.00 X 0 0 0 E DALE ABEL COUNCIL 6.00 0.00 X 0 0 0 ANA CLAUDIA LATRONICO COUNCIL (AS OF 7/1/13) 6.00 0.00 X 0 0 0 DIANE ROBINS COUNCIL (AS OF 7/1/13) 6.00 0.00 X 0 0 0 BHASIN SHALENDER COUNCIL 6.00 0.00 X 8642 0 0 MITCHELL LAZAR COUNCIL (AS OF 7/1/13) 6.00 0.00 X 3000 0 0 JANET HALL IMMEDIATE PAST PRES-(UNTIL 6/30/13) 20.00 0.00 X 0 0 0 DOLORES SHOBACK COUNCIL (UNTIL 6/30/13) 6.00 0.00 X 8500 0 0 ALAN ROGOL VICE PRESIDENT (UNTIL 6/30/13) 15.00 0.00 X X 6500 0 0 GLORIA TANNENBAUM COUNCIL (UNTIL 6/30/13) 6.00 0.00 X 0 0 0 GARY D HAMMER COUNCIL (UNTIL 6/30/13) 6.00 0.00 X 3000 0 0 SCOTT HUNT EXECUTIVE DIRECTOR & CEO 50.00 0.00 X 632190 0 57844 JOHN HEBERLEIN DEPUTY EXECUTIVE DIRECTOR & COO 50.00 0.00 X 357304 0 44891 PAUL HEDRICK SENIOR DIRECTOR, FINANCE 50.00 0.00 X 166216 0 33320 WANDA JOHNSON SENIOR DIRECTOR MEETINGS & EDUCATION 50.00 0.00 X 213351 0 23489 ELEANORE TAPSCOTT SENIOR DIRECTOR, PUBLICATIONS 50.00 0.00 X 192900 0 31655 WENDY STURLEY SENIOR DIRECTOR, MARKETING 50.00 0.00 X 171379 0 37571 NANCY CHILL SENIOR DIRECTOR, CORPORATE RELATIONS 50.00 0.00 X 161354 0 35641 STEVE POSTON DIRECTOR, INFORMATION TECHNOLOGY 50.00 0.00 X 139200 0 22032 AYUKO KIMURA-FAY DIRECTOR, MEETINGS 50.00 0.00 X 134013 0 20862 EMILY REYER ASSOCIATE DIRECTOR AND CONTROLLER 50.00 0.00 X 120625 0 15528 ROB BARTEL DIRECTOR, MEETINGS 50.00 0.00 X 119544 0 19048 DOUG BYRNES DIRECTOR, PUBLICATIONS 50.00 0.00 X 117444 0 20935 2715736 0 362816 20 0 1 0 MEDSCAPE LLC 12186 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 MEDICAL EDUCATION COMM SVS 1183580 SMG 301 E CERMAK RD MCCORMICK PLACE CHICAGO IL 60616 ON-SITE MEETING SUPPORT SERVICES 549551 OLD TOWN IT LLC 625 N WASHINGTON STREET SUITE 310 ALEXANDRIA VA 22314 IT SUPPORT SVCS 363650 INTERNATIONAL MAILING SOLUTIONS LLC 25 CORPORATE DRIVE SUITE 175 BURLINGTON MA 018034243 PUBLICATION SUPPORT SERVICES 285655 INTELICE SOLUTIONS 3720-B ROCKLEDGE DR SUITE 710 BETHESDA MD 20817 IT SUPPORT SERVICES 253116 13 327718 7679443 8007161 JOURNAL SALES 511120 8178779 8178779 MEETING & REGISTRATION 611600 6000762 6000762 AUTHOR CHARGES 511120 1947737 1947737 MEMBERSHIP DUES 900099 1825005 1825005 REPRINT SALES 511120 759403 759403 656778 656778 19368464 866984 4303 862681 520355 447089 73266 3069970 950 1295937 0 1774033 950 1774983 1774983 ADVERTISING REVENUE 541800 1929804 1929804 HOTEL REBATES-ANNUAL MEETING 900099 308162 308162 CADMUS RENEWAL 900099 138118 138118 36994 36994 2413078 32951025 20298827 1934107 2710930 X 177184 177184 437335 437335 80200 80200 2536085 766754 1567638 201693 6337645 4532337 1547143 258165 553301 440822 104606 7873 605919 375506 181331 49082 433826 314662 105968 13196 164732 44919 119302 511 57112 45910 11202 96000 96000 182930 182930 5747196 5375595 349351 22250 1518530 1297322 184511 36697 218852 95677 120444 2731 1174973 810803 306255 57915 2338545 1931080 330396 77069 1869406 1844883 7200 17323 229551 229551 101945 42131 59814 INCOME TAXES 250407 250407 PRINTING & COMPOSITION 1599819 1594999 3427 1393 MARKETING & PROMOTION 1247544 1203233 8542 35769 HOSPITALITY 1184481 975555 154646 54280 2804503 2355842 393517 55144 31948021 25043246 6002482 902293 9719481 8095887 27625 16425 1403547 1583185 689787 608449 17467735 2006482 51265 15461253 33005569 36350760 475388 541883 45372662 62657842 2499901 3933898 8847032 8660839 14175781 357412 282668 11704345 27053186 X 30780442 32550426 1886961 2022506 1000914 1031724 33668317 35604656 45372662 62657842 1003004 933335 0 X X 0 1 X 1 0 X 4897583 5586470 5953297 7382644 8007161 31827155 15253660 17530682 18148746 18208127 19368464 88509679 973419 1039783 2013202 21124662 24156935 24102043 25590771 27375625 122350036 0 1062569 258700 1507543 319881 28023 3176716 1062569 258700 1507543 319881 28023 3176716 119173320 725341 705481 1007040 1154942 1387339 4980143 372286 863963 602095 519669 383933 2741946 1097627 1569444 1609135 1674611 1771272 7722089 311110 281542 325722 360604 483274 1762252 22533399 26007921 26036900 27625986 29630171 131834377 0.90400 0.91970 0.05860 0.05870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8477 165365 173842 30616048 30789890 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 146829 144333 161584 173842 626588 250000 250000 250000 250000 1000000 1500000 5072 5514 9908 8477 28971 0 212450 X X 0 1170259 30810 117635 5980 1312724 1062451 32250 81513 5500 455 1170259 1041337 29267 -2186 5500 467 1062451 872574 89793 84470 5500 1041337 616032 120825 137492 1500 275 872574 0.07900 0.62400 0.29700 0 0 14277356 14277356 199944 195897 4047 2990435 1810585 1179850 15461253 OTHER LONG-TERM LIABILITIES 282668 282668 X 36880974 933335 3179544 4112879 32768095 182930 182930 32951025 34944635 3179544 3179544 31765091 182930 182930 31948021 PART III, LINE 4: THE CLARK T. SAWIN MEMORIAL LIBRARY IS HOUSED AT THE ENDOCRINE SOCIETY'S OFFICE IN CHEVY CHASE, MARYLAND. 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 2010. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 35300 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 14400 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 19800 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 6900 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3800 0 0 0 0 0 0 80200 0 80200 TRAVEL AWARD EAST ASIA AND THE PACIFIC 13 5300 CHECK N/A TRAVEL AWARD EUROPE 12 5300 CHECK N/A TRAVEL AWARD NORTH AMERICA 7 2900 CHECK N/A TRAVEL AWARD SOUTH ASIA 2 800 CHECK N/A TRAVEL AWARD SOUTH AMERICA 2 900 CHECK N/A ABSTRACT AWARD EAST ASIA AND THE PACIFIC 7 3500 CHECK N/A ABSTRACT AWARD EUROPE 16 8000 CHECK N/A ABSTRACT AWARD NORTH AMERICA 7 3500 CHECK N/A ABSTRACT AWARD SOUTH AMERICA 5 3000 CHECK N/A SUMMER RESEARCH AWARD EAST ASIA AND THE PACIFIC 1 4000 CHECK N/A SUMMER RESEARCH AWARD EUROPE 2 8000 CHECK N/A SUMMER RESEARCH AWARD NORTH AMERICA 1 4000 CHECK N/A STUDENT AUTHOR AWARD EUROPE 2 2000 CHECK N/A STUDENT AUTHOR AWARD NORTH AMERICA 1 1000 CHECK N/A JCEM BEST PAPER AWARD EAST ASIA AND THE PACIFIC 1 1000 CHECK N/A JCEM BEST PAPER AWARD EUROPE 11 11000 CHECK N/A RESEARCH AWARD EAST ASIA AND THE PACIFIC 1 1000 CHECK N/A RESEARCH AWARD EUROPE 1 1000 CHECK N/A RESEARCH AWARD NORTH AMERICA 1 3000 CHECK N/A O/S SERVICE TO ENDOCRINOLOGY EAST ASIA AND THE PACIFIC 1 5000 CHECK N/A O/S SERVICE TO ENDOCRINOLOGY SOUTH ASIA 1 3000 CHECK N/A O/S SERVICE TO ENDOCRINOLOGY SOUTH AMERICA 1 3000 CHECK N/A 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 REGENTS OF THE UNIVERSITY OF CALIFORNIA 1855 FOLSOM STREET SAN FRANCISCO CA 94143 945035493 115 49726 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF VIRGINIA PO BOX 400229 CHARLOTTESVILLE VA 22904 546001796 115 8529 SPONSORSHIP OF SUMMER RESEARCH STUDENTS REGENTS OF THE UNIVERSITY OF COLORADO MAILSTOP F428 DENVER CO 80291 846000555 115 32801 SPONSORSHIP OF SUMMER RESEARCH STUDENTS BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 33628 SPONSORSHIP OF SUMMER RESEARCH STUDENTS THE ASSN OF PROG DIRECT IN ENDOC DIABETES AND METABOLISM INC 8401 CONNECTICUT AVENUE CHEVY CHASE MD 20815 522004501 501(C)(3) 20000 GENERAL OPERATING SUPPORT AMERICAN DIABETES ASSOCIATION 1701 N BEAUREGARD STREET ALEXANDRIA VA 22311 131623888 501(C)(3) 30000 SPONSORSHIP OF SUMMER RESEARCH STUDENTS 6 0 ABTRACT AWARD 78 52489 INTERNATIONAL SCIENCE FAIR 2 750 JCEM BEST PAPER AWARD 1 1000 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY 6 15000 POSTER AWARD 4 400 RESEARCH 33 255440 TRAVEL AWARDS 135 67255 SUMMER RESEARCH 11 44000 STUDENT AUTHOR 1 1000 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 1 0 0 0 0 0 1 0 SCOTT HUNT EXECUTIVE DIRECTOR & CEO 392938 0 182500 0 56752 0 25500 0 34893 0 692583 0 0 0 JOHN HEBERLEIN DEPUTY EXECUTIVE DIRECTOR & COO 292674 0 64000 0 630 0 25500 0 22343 0 405147 0 0 0 PAUL HEDRICK SENIOR DIRECTOR, FINANCE 160766 0 5000 0 450 0 16684 0 19349 0 202249 0 0 0 WANDA JOHNSON SENIOR DIRECTOR MEETINGS & EDUCATION 207385 0 5000 0 966 0 20990 0 6470 0 240811 0 0 0 ELEANORE TAPSCOTT SENIOR DIRECTOR, PUBLICATIONS 186610 0 5000 0 1290 0 18549 0 15897 0 227346 0 0 0 WENDY STURLEY SENIOR DIRECTOR, MARKETING 165929 0 5000 0 450 0 17630 0 25147 0 214156 0 0 0 NANCY CHILL SENIOR DIRECTOR, CORPORATE RELATIONS 155724 0 5000 0 630 0 16300 0 23235 0 200889 0 0 0 STEVE POSTON DIRECTOR, INFORMATION TECHNOLOGY 135750 0 3000 0 450 0 13139 0 11361 0 163700 0 0 0 AYUKO KIMURA-FAY DIRECTOR, MEETINGS 129033 0 3000 0 1980 0 11069 0 12269 0 157351 0 0 0 PART I, LINE 4B SCOTT HUNT, CEO AND EXECUTIVE DIRECTOR; 457(F) PLAN. THIS PLAN, EFFECTIVE JANUARY 2011, PERMITS MR. HUNT TO DEFER CERTAIN AMOUNTS OF HIS ANNUAL COMPENSATION FROM 2011 THROUGH 2013. EACH YEAR THE PERFORMANCE AND COMPENSATION COMMITTEE SHALL DETERMINE WHETHER ANY CREDITS WILL BE MADE TO THE 457(F) ACCOUNT AND, IF SO, IN WHAT AMOUNT. ALL AMOUNTS CREDITED TO THE 457(F) ACCOUNT SHALL BE FORFEITABLE BY MR. HUNT UNTIL JANUARY 1, 2014, WITH LIMITED EXCEPTION FOR DEATH OR DISABILITY. ALL AMOUNTS CREDITED TO THE 457(F) ACCOUNT SHALL BE DISTRIBUTED TO MR. HUNT OR HIS BENEFICIARY WITHIN 60 DAYS AFTER THEY ARE NO LONGER SUBJECT TO SUBSTANTIAL RISK OF FORFEITURE. THERE WERE NO CREDITS TO THE 457(F) ACCOUNT DURING 2013. 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. A DISTRICT OF COLUMBIA 536001131 2013-11-01 14200000 TO PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION & FURNISHING OF HEADQUARTERS 0 0 0 A 14200000 147680 14115519 84481 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 BHASIN SHALENDER COUNCIL MEMBER 5000 CLINICAL RESEARCH FELLOWSHIP & MENTOR AWARD TRAVEL GRANTS TO ATTEND ENDO, THE SOCIETY'S ANNUAL MEETING AND EXPO. MITCHELL LAZAR COUNCIL MEMBER 3000 GERALD D. AURBACH AWARD PRESENTED IN RECOGNITION OF OUTSTANDING RESEARCH. GARY D HAMMER COUNCIL MEMBER 3000 EDWIN B. ASTWOOD AWARD LECTURESHIP AWARD IS PRESENTED FOR OUTSTANDING RESEARCH IN ENDOCRINOLOGY. WILLIAM F YOUNG COUNCIL MEMBER 61049 ABBIE YOUNG, WHO IS THE DAUGHTER OF WILLIAM YOUNG, WAS PAID $61,049 FOR HER SERVICES AS MEDICAL EDITOR OF THE ENDOCRINE SELF ASSESSMENT PROGRAM (ESAP). 0 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 FINANCE MANAGER, THE SENIOR DIRECTOR-FINANCE, AND THE CHIEF OPERATING OFFICER. 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 606,796. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 606,796. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 39,921. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,921. SCIENTIFIC ABSTRACT SUBMISSIONS MGMT: PROGRAM SERVICE EXPENSES 76,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,000. MEDICAL EDUCATION & COMMUNICATIONS SVCS: PROGRAM SERVICE EXPENSES 3,046,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,046,416. WRITING & EDITING: PROGRAM SERVICE EXPENSES 252,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 252,437. WEBSITE HOSTING & ELECTRONIC DESIGN: PROGRAM SERVICE EXPENSES 957,374. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 957,374. EVIDENCE BASED REVIEW OF MEDICAL PROTOCOLS: PROGRAM SERVICE EXPENSES 186,444. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,444. NEW LOGO REDSIGN: PROGRAM SERVICE EXPENSES 10,825. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,825. PLACEMENT SERVICE CONTRACTOR: PROGRAM SERVICE EXPENSES 33,270. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 33,270. PRINCIPAL INVESTIGATOR FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 34,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,800. LIBRARY SERVICES: PROGRAM SERVICE EXPENSES 20,965. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,965. ELECTION & BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,752. AMBASSADOR EXCHANGE: PROGRAM SERVICE EXPENSES 12,680. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,680. HHN WEB REDESIGN: PROGRAM SERVICE EXPENSES 70,721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,721. HHN MENOPAUSE MAP: PROGRAM SERVICE EXPENSES 23,868. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,868. HHN EVENT ENDO: PROGRAM SERVICE EXPENSES 17,237. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,237. CEO SEARCH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 265,643. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 265,643. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 25,762. MANAGEMENT AND GENERAL EXPENSES 3,035. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,797. OTHER MISCELLANEOUS - STRATEGIC OUTREACH: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 22,250. TOTAL EXPENSES 22,250. FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. THE HORMONE FOUNDATION 8401 CONNECTICUT AVENUE CHEVY CHASE MD 208155817 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