2014-11-13T08:48:16-06:00 2013-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 MARK LEASURE CHIEF EXECUTIVE OFFICER 7032990200 2014-11-12 1 FREDERICK LONGWOOD P00439715 2022932200 2013 2015-11-30 17:44:51Z X IDSA MARK LEASURE 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 27264563 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 14 55 200 0 0 848312 1138271 14620054 14242355 1088974 1060588 158503 391633 16715843 16832847 331050 285650 0 0 5437891 5540177 0 0 0 9269553 9826312 15038494 15652139 1677349 1180708 28928596 32932297 8178615 8339695 20749981 24592602 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. 1 0 EDUCATIONAL PROGRAMS - THROUGH AN ANNUAL MEETING AND OTHER TARGETED MEETINGS, THE SOCIETY EDUCATES MEMBERS ABOUT THE LATEST SCIENTIFIC/CLINICAL DEVELOPMENTS IN INFECTIOUS DISEASES. MEMBER SERVICES - IDSA MEMBER SERVICES PROVIDES THE FOLLOWING IN ADDITION TO JOURNALS: A) MEMBERS-ONLY ACCESS TO RESOURCES PROVIDING TIMELY INFORMATION ABOUT EMERGING INFECTIOUS DISEASES, CONTROVERSIES IN IMMUNIZATIONS, AND OTHER CURRENT ISSUES. B) DISCOUNTS AT IDSA'S ANNUAL MEETING, WHERE COLLEAGUES PRESENT THE LATEST SCIENTIFIC RESEARCH AND CLINICAL STATE OF THE ART. C) TRAVEL GRANTS AND OTHER AWARD OPPORTUNITIES FOR IDSA'S ANNUAL MEETING. D) AN ANNUAL FELLOWS MEETING OFFERING CAREER STRATEGIES IN CLINICAL PRACTICE. E) AN ANNUAL FELLOWS MEETING OFFERING FELLOWS CAREER STRATEGIES IN RESEARCH. OTHER COMMITTEES AND GROUPS IN DESCENDING ORDER OF EXPENDITURES FOR 2013: HIVMA, POLICY AND GOVERNMENT RELATIONS, GUIDELINES DEVELOPMENT, GLOBAL ID, OTHER MEETINGS, AWARDS AND FELLOWSHIPS, EMERGING INFECTIONS NETWORK, AHRQ HEP-C CERTIFICATION MAINTENANCE. 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 53 0 1 55 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 DONNA WILDS VP ADMIN & FINANCE 7032990200 1300 WILSON BLVD SUITE 300 ARLINGTON VA 22209 X BARBARA E MURRAY MD FIDSA PRES ELECT (TIL OCT); PRESIDENT 2.00 2.00 X X 30000 0 0 DAVID A RELMAN MD FIDSA PRESIDENT (TIL OCT); PAST PRESIDENT 2.00 2.00 X X 0 0 0 THOMAS G SLAMA MD FIDSA PAST PRESIDENT (TIL OCT) 1.00 1.00 X X 0 0 0 KATHRYN M EDWARDS MD FIDSA SECRETARY (TIL OCT) 1.00 1.00 X X 0 0 0 PENELOPE H DENNEHY MD FIDSA SECRETARY (AS OF OCT) 2.00 2.00 X X 0 0 0 CYNTHIA L SEARS MD FIDSA TREASURER 2.00 2.00 X X 0 0 0 STEPHEN B CALDERWOOD MD FIDSA VICE PRESIDENT (TIL OCT); PRES-ELECT 2.00 2.00 X X 0 0 0 JOHAN S BAKKEN MD PHD FIDSA VICE PRESIDENT (AS OF OCT) 1.00 1.00 X X 0 0 0 JUDITH A ABERG MD FIDSA BOARD MEMBER (AS OF OCT) 0.50 0.50 X 0 0 0 BARBARA D ALEXANDER MD MHS FIDSA BOARD MEMBER (AS OF OCT) 0.50 0.50 X 0 0 0 UPTO D ALLEN MD FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 PAUL G AUWAERTER MD FIDSA BOARD MEMBER (TIL OCT) 0.50 0.50 X 0 0 0 HELEN W BOUCHER MD FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 R MICHAEL BUDKLEY MD FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 MICHAEL L BUTERA MD BOARD MEMBER (TIL OCT) 0.50 0.50 X 0 0 0 DEBORAH COTTON MD MPH FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 CARLOS DEL RIO MD FIDSA BOARD MEMBER (TIL OCT) 0.50 0.50 X 0 0 0 STANLEY C DERESINSKI MD FIDSA BOARD MEMBER 1.00 1.00 X 0 0 0 LOUIS B RICE MD BOARD MEMBER 1.00 1.00 X 0 0 0 STEVEN K SCHMITT MD FIDSA BOARD MEMBER (AS OF OCT) 0.50 0.50 X 0 0 0 MARK A LEASURE CHIEF EXECUTIVE OFFICER 39.00 1.00 X 327781 8405 63404 DONNA M WILDS VP, ADMIN & FINANCE 31.00 1.00 X 110513 32084 16637 CHRISTINE LUBINSKI VP, GLOBAL HEALTH 0.00 40.00 X 0 181255 15516 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 39.00 1.00 X 157984 4051 28995 DIANA OLSON VP, COMMUNICATIONS 39.00 1.00 X 149138 3824 28012 JENNIFER PADBERG VP, STANDARDS & PRACTICE GUIDELINES 40.00 0.00 X 148485 0 13425 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMAA 39.00 1.00 X 126989 3256 11622 AMANDA JEZEK VP, PUBLIC POLICY & GOV'T RELATIONS 40.00 0.00 X 128126 0 24507 ANDRES RODRIGUES DIRECTOR OF PRACTICE & PAYMENT POLICY 40.00 0.00 X 126180 0 24399 JOHN BUCKLEY DIRECTOR OF MEETING SERVICES 40.00 0.00 X 124796 0 26954 1429992 232875 253471 13 0 1 0 OXFORD JOURNALS GREAT CLARENDON STREET OXFORD UK 0X2 6DP MEMBER SUBSCRIPTIONS 760141 SUNTRUST BANKCARD NA PO BOX 791250 BALTIMORE MD 21279 CORPORATE VISA CARDS PAYMENTS 506972 ICF IRONWORKS PO BOX 7777-W510501 PHILADELPHIA PA 191750501 WEBSITE PROGRAMMING & DESIGN 472875 SMG CATERING 747 HOWARD ST SAN FRANCISCO CA 94103 FOOD & BEVERAGE SERVICES 350000 DELCOR TECHNOLOGY SOLUTIONS 8380 COLESVILLE RD STE 550 SILVER SPRING MD 20910 IT SERVICES FOR SERVERS 324885 14 44200 318252 775819 1138271 JOURNAL ROYALTIES 511120 6020898 6020898 ANNUAL MEETING 900099 4904016 4904016 MEMBERSHIP DUES 900099 2127685 2127685 MANAGEMENT FEES 561000 950424 950424 EDUCATIONAL COURSES 611430 239332 239332 14242355 452864 452864 255907 178890 77017 135726 0 135726 135726 135726 11039440 10428336 3380 611104 -3380 607724 607724 16832847 14421245 0 1273331 X 250000 7000 28650 915641 3770853 196027 318256 339400 30975 36568 613694 115972 436584 16055 1086601 856003 824848 5476 1285490 306395 83106 DUES AND SUBSCRIPTIONS 770876 EDITORS HONORARIA 756614 A/V SERVICES 507238 SPEAKER EXPENSE 403361 1690456 15652139 300 399609 5236077 5639631 1561963 1294439 246028 257666 2203246 1457175 953494 746071 20267205 23843122 663529 751759 28928596 32932297 1565252 1706276 6274796 6266388 338567 367031 8178615 8339695 X 20241216 24477853 508765 114749 20749981 24592602 28928596 32932297 1180708 2661913 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2127685 585691 230443 816134 936181 -120047 28330 11578 16752 591708 437541 154167 1583208 1008056 575152 746071 DEFERRED RENT 235393 DEFERRED COMPENSATION LIABILITIES 131638 367031 X 19498140 2661913 3380 2665293 16832847 0 16832847 15655519 3380 3380 15652139 0 15652139 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: RENT EXPENSE ALLOCATED TO PART VIII LOSS ON DISPOSAL OF ASSETS 3,380. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ALLOCATED TO PART VIII LOSS ON DISPOSAL OF ASSETS 3,380. 0 EAST ASIA & THE PACIFIC 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 18909 EUROPE 1 0 OXFORD PUBLISHING FEES 760141 EUROPE 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 64317 NORTH AMERICA 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 49783 SOUTH AMERICA 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 250 SOUTH ASIA 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 5700 SUB-SAHARAN AFRICA 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 1600 MIDDLE EAST AND NORTH AFRICA 0 0 MEETING EXPENSES & TRAVEL REIMBURSEMENTS/STIPENDS 6918 1 0 0 0 1 0 907618 0 907618 INVESTIGATOR AWARD EUROPE 6 9250 TRAVEL GRANT NORTH AMERICA 7 7000 INVESTIGATOR AWARD EAST ASIA AND THE PACIFIC 3 5000 TRAVEL GRANT EAST ASIA AND THE PACIFIC 1 1000 GUERRANT AWARD SOUTH ASIA 2 3200 GUERRANT AWARD SUB-SAHARAN AFRICA 1 1600 GUERRANT AWARD EAST ASIA AND THE PACIFIC 1 1600 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) 250000 CASH PROGRAM SERVICE ACCOMPLISHMENTS 1 ALEXANDER FLEMING AWARD 1 3500 OSWALD AVERY AWARD 1 2500 ID WEEK TRAVEL GRANT 1 1000 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 2013. X X X 0 1 0 MARK A LEASURE CHIEF EXECUTIVE OFFICER 324306 8316 0 0 3475 89 42346 1086 22417 575 392544 10066 0 0 DONNA M WILDS VP, ADMIN & FINANCE 110015 31940 0 0 498 144 6157 1788 8684 2521 125354 36393 0 0 CHRISTINE LUBINSKI VP, GLOBAL HEALTH 0 178800 0 0 0 2455 0 9900 0 8345 0 199500 0 0 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 157513 4039 0 0 471 12 8797 226 22031 565 188812 4842 0 0 DIANA OLSON VP, COMMUNICATIONS 148699 3813 0 0 439 11 8288 213 21505 551 178931 4588 0 0 JENNIFER PADBERG VP, STANDARDS & PRACTICE GUIDELINES 148187 0 0 0 298 0 8425 0 7547 0 164457 0 0 0 AMANDA JEZEK VP, PUBLIC POLICY & GOV'T RELATIONS 127917 0 0 0 209 0 7035 0 19880 0 155041 0 0 0 ANDRES RODRIGUES DIRECTOR OF PRACTICE & PAYMENT POLIC 125946 0 0 0 234 0 6927 0 19868 0 152975 0 0 0 JOHN BUCKLEY DIRECTOR OF MEETING SERVICES 124438 0 0 0 358 0 6982 0 22359 0 154137 0 0 0 PART I, LINE 4B MARK LEASURE, 457(F) PLAN - $25,000 FORM 990, PART III, LINE 2 IDSA RECEIVED A GRANT FROM THE CENTERS FOR DISEASE CONTROL (AGENCY FOR HEALTHCARE RESEARCH AND QUALITY) FOR WORK RELATED TO PROVIDING MAINTENANCE OF HEP-C CERTIFICATION. 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. A MEMBER OR FELLOW WILL BE ELIGIBLE FOR EMERITUS STATUS UPON ATTAINING THE AGE OF 65 YEARS AND RETIRING FROM THEIR PROFESSIONAL ACTIVITIES IN THE FIELD OF INFECTIOUS DISEASES. NOMINATION FOR MEMBERSHIP AS A MEMBER OR FELLOW MAY BE MADE BY ANY MEMBER OR FELLOW OF THE SOCIETY. NOMINATION FOR MEMBERSHIP AS A MEMBER-IN-TRAINING MUST BE MADE BY THE PROGRAM DIRECTOR OF AN ACCREDITED INFECTIOUS DISEASE FELLOWSHIP PROGRAM. ASSOCIATES MAY JOIN BY DIRECT APPLICATION WITHOUT NOMINATION. APPROVAL OF APPLICATIONS FOR MEMBERSHIP AS A MEMBER-IN-TRAINING, ASSOCIATE, EMERITUS OR AS A MEMBER WILL BE THE RESPONSIBILITY OF THE CHIEF EXECUTIVE OFFICER IN ACCORDANCE WITH POLICIES ESTABLISHED BY THE BOARD OF DIRECTORS. APPLICATIONS FOR FELLOWSHIP STATUS WILL BE REVIEWED BY THE BOARD OF DIRECTORS. 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. THEY ARE ELIGIBLE TO PARTICIPATE IN AND/OR CHAIR COUNCILS, COMMITTEES, BOARDS OR TASK FORCES AND MAY HOLD ELECTIVE OFFICE. THEY MAY NOMINATE AN INDIVIDUAL FOR MEMBERSHIP OR ADVANCEMENT TO FELLOWSHIP. MEMBERS-IN-TRAINING AND ASSOCIATE MEMBERS DO NOT HAVE VOTING PRIVILEGES. 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 VII, SECTION A: AMENDED FORM 990 FILED TO CORRECT THE COMPENSATION BALANCES FOR THE PERSONS LISTED AS THE FIVE HIGHEST COMPENSATED EMPLOYEES IN PART VII, SECTION A. FORM 990, PART IX, LINE 24E REVENUE SHARE EXPENSE 366,703. OTHER EXPENSES 332,006. EMERGING INFECTIOUS NETWORK 272,631. AWARDS EXPENSE 227,185. MEMBERSHIP DEVELOPMENT 185,991. MEDIA TRAINING/OUTREACH 155,635. FELLOW EXPENSE 154,884. CREDIT CARD FEES 129,042. PRESS ROOM 109,672. MEMBERSHIP DATABASE 66,580. BOARD 62,105. REGISTRATION SERVICES 53,884. DEVELOPMENT PANELS 46,199. PROFESSIONAL DEVELOPMENT 31,418. STAFF EXPENSES 21,546. STORAGE 19,205. CME EXPENSES 17,333. RECRUITING 15,398. OTHER TAXES 10,617. PHOTOGRAPHER EXPENSE 6,970. REPAIR AND MAINTENANCE 5,540. SURVEYS AND ASSESSMENTS 5,000. IDSA NEWS 3,686. OVERHEAD ALLOCATED TO IDSA FOUNDATION -608,774. 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 250000 COST IDSA EDUCATION & RESEARCH FOUNDATION L 208308 COST IDSA EDUCATION & RESEARCH FOUNDATION N 150489 COST IDSA EDUCATION & RESEARCH FOUNDATION O 458286 COST