2013-11-13T16:19:29-06:00 2012-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2012-01-01 730531256 ENDOCRINE SOCIETY ENDO 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 JOHN R HEBERLEIN 3019410200 2013-11-13 1 DEBORAH G KOSNETT P00290720 2022932200 2012 2016-02-24 21:20:13Z SCOTT HUNT 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 52394787 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 11 98 4300 2069912 787378 5953297 7382644 18126307 18190090 -265116 1293539 3211287 2824572 27025775 29690845 531298 568692 0 0 8779017 9595406 0 0 729520 16166116 18884076 25476431 29048174 1549344 642671 44296181 45372662 12489714 11704345 31806467 33668317 X TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 0 0 10699863 493692 6563467 MEETINGS & EDUCATION: THE ENDOCRINE SOCIETY (TES) 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. TES 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 TES 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. TES 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. 6488176 18000 10573589 PUBLICATIONS: TES PUBLISHES SIX 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, AND ONE IS PUBLISHED QUARTERLY. 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. 2055012 931 GOVERNMENT AND PUBLIC AFFAIRS: TES 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). TES PUBLISHES A SEMI-MONTHLY ONLINE NEWSLETTER WITH A FOCUS ON HEALTH AND SCIENCE PUBLIC POLICY THAT IMPACTS THE ENDOCRINOLOGIST. 3980091 57000 1764054 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 3980091 57000 1764054 23223142 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 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 350 0 1 98 1 1 1 0 0 0 0 0 0 0 0 0 X 15 11 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 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 JANET E HALL 20.00 X X 32500 0 0 WILLIAM F YOUNG 20.00 X X 49500 0 0 TERESA WOODRUFF 20.00 X X 17500 0 0 ALAN D ROGOL 15.00 X X 0 0 0 URSULA KAISER 15.00 X X 0 0 0 NANETTE F SANTORO 15.00 X X 0 0 0 MARGARET E WIERMAN 15.00 X X 5606 0 0 JOHN C MARSHALL 20.00 X X 30000 0 0 KENNETH H HUPART 10.00 X X 0 0 0 KELLY MAYO 10.00 X 0 0 0 EVAN DALE ABEL 6.00 X 3000 0 0 HOWARD B A BAUM 6.00 X 0 0 0 SHALENDER BHASIN 6.00 X 4062 0 0 MARY CAROL GREENLEE 6.00 X 4500 0 0 GARY D HAMMER 6.00 X 1750 0 0 JENNIFER LARSEN 6.00 X 0 0 0 SUSAN MANDEL 6.00 X 7000 0 0 RICHARD ROBBINS 6.00 X 0 0 0 DOLORES SHOBACK 6.00 X 2000 0 0 GLORIA TANNENBAUM 6.00 X 0 0 0 SCOTT HUNT 50.00 X 688539 0 47217 JOHN HEBERLEIN 50.00 X 302312 0 44513 JANET KREIZMAN 50.00 X 259947 0 33245 WANDA JOHNSON-BOATMAN 50.00 X 213513 0 21555 ELEANORE TAPSCOTT 50.00 X 187475 0 19094 PAUL HEDRICK 50.00 X 162372 0 33633 NANCY CHILL 50.00 X 156242 0 35893 WENDY STURLEY 50.00 X 149822 0 28413 STEVE POSTON 50.00 X 135107 0 23435 DIANA WARMANN 50.00 X 126641 0 11834 AYUKO KIMURA-FAY 50.00 X 121592 0 10081 ROBERT BARTEL 50.00 X 116467 0 18402 2777447 0 327315 13 0 1 0 MEDSCAPE LLC 12186 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 MEDICAL EDUCATION COMM SVS 901100 NETHEALTH LLC 20 WILDWOOD DRIVE MALVERN PA 19355 ONLINE EDUCATION DESIGN SVCS 191329 WATKINS INFORMATION TECHNOLOGY GROUP LLC 6720-B ROCKLEDGE DRIVE SUITE 710 BETHESDA MD 20814 IT SUPPORT SVCS 142271 MEDPAGE TODAY LLC 150 CLOVE ROAD 10TH FLOOR LITTLE FALLS NJ 07424 MEDICAL EDUCATION COMM SVS 135000 CONTINUING EDUCATION ALLIANCE LLC ONE DOCK STREET SUITE 510 STAMFORD CT 06902 MEDICAL EDUCATION COMM SVS 115004 7 248496 7134148 7382644 JOURNAL SALES 511120 8152622 8152622 MEETING & REGISTRATION 611600 5127646 5127646 AUTHOR CHARGES 511120 2088579 2088579 MEMBERSHIP DUES 900099 1706090 1706090 REPRINT SALES 511120 553914 553914 561239 561239 18190090 772752 6172 766580 382190 333309 48881 23223939 790 22703942 0 519997 790 520787 520787 ADVERTISING REVENUE 541800 2063740 2063740 HOTEL REBATES FROM MEETING 900099 333646 333646 SHUTTLE REVENUE 900099 18950 18950 26046 26046 2442382 29690845 18902041 2069912 1336248 X 134692 134692 377800 377800 56200 56200 2583001 722190 1665508 195303 5645945 4130137 1287641 228167 499048 408014 83880 7154 481425 306897 130714 43814 385987 283454 89623 12910 48845 27309 19035 2501 43720 43720 96000 96000 179213 179213 5545260 5478229 67031 1560810 1350772 175786 34252 200017 91603 108414 1011392 707975 252847 50570 1771587 1405622 325558 40407 1176163 1162954 1320 11889 88926 40770 48156 95083 40187 54896 INCOME TAXES 336342 336342 PRINTING & COMPOSITION 1886449 1873044 2252 11153 MARKETING & PROMOTION 1294227 1275775 9921 8531 HONORARIA 937766 935766 2000 2612276 1981410 549997 80869 29048174 23223142 5095512 729520 11519905 9719481 44900 27625 1403598 1403547 1402341 689787 2238312 2187047 137098 51265 29270502 33005569 517837 475388 44296181 45372662 2058724 2499901 9905111 8847032 525879 357412 12489714 11704345 X 28866042 30780442 1971761 1886961 968664 1000914 31806467 33668317 44296181 45372662 642671 1219179 0 X X 0 1 X 1 0 X 5921942 4897583 5586470 5953297 7382644 29741936 15595881 15253660 17530682 18148746 18208127 84737096 1344495 973419 1039783 3357697 22862318 21124662 24156935 24102043 25590771 117836729 0 357363 118729 726436 43621 1246149 357363 118729 726436 43621 1246149 116590580 804656 725341 705481 1007040 1154942 4397460 685932 372286 863963 602095 519669 3043945 1490588 1097627 1569444 1609135 1674611 7441405 207580 311110 281542 325722 360604 1486558 24560486 22533399 26007921 26036900 27625986 126764692 0.91970 0.92090 0.05870 0.05940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9908 151676 161584 27396759 27558343 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 114270 146829 144333 161584 567016 250000 250000 250000 250000 1000000 1500000 4290 5072 5514 9908 24784 0 212450 X X 0 1062451 32250 81513 5500 455 1170259 1041337 29267 -2186 5500 467 1062451 872574 89793 84470 5500 1041337 616032 120825 137492 1500 275 872574 544342 84937 -11247 2000 616032 0.08210 0.24410 0.67380 0 0 199944 171605 28339 2038368 2015442 22926 51265 DEFERRED LEASE 141239 OTHER LONG-TERM LIABILITIES 216173 357412 X 33984641 1219179 3256830 4476009 29508632 179213 3000 182213 29690845 32122791 3256830 3256830 28865961 179213 3000 182213 29048174 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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% DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2009. PART XI, LINE 4B - OTHER ADJUSTMENTS: REFUND TO SOCIETY OF 2011 AWARD 3,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUND TO SOCIETY OF 2011 AWARD 3,000. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 34800 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 10800 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 4600 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 4400 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1200 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 400 0 0 0 0 0 0 56200 0 56200 TRAVEL AWARD EAST ASIA AND THE PACIFIC 4 1600 CHECK 0 N/A TRAVEL AWARD EUROPE 17 6800 CHECK 0 N/A TRAVEL AWARD NORTH AMERICA 7 2800 CHECK 0 N/A TRAVEL AWARD SOUTH ASIA 3 1200 CHECK 0 N/A TRAVEL AWARD SOUTH AMERICA 2 800 CHECK 0 N/A TRAVEL AWARD SUB-SAHARAN AFRICA 1 400 CHECK 0 N/A ABSTRACT AWARD EAST ASIA AND THE PACIFIC 4 2000 CHECK N/A ABSTRACT AWARD EUROPE 14 7000 CHECK N/A ABSTRACT AWARD NORTH AMERICA 4 2000 CHECK N/A ABSTRACT AWARD SOUTH AMERICA 5 2500 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 EUROPE 8 8000 CHECK N/A RESEARCH AWARD EAST ASIA AND THE PACIFIC 1 1000 CHECK N/A RESEARCH AWARD EUROPE 1 3000 CHECK N/A RESEARCH AWARD NORTH AMERICA 1 1000 CHECK N/A RESEARCH AWARD SOUTH AMERICA 1 1000 CHECK N/A POSTER AWARD SOUTH AMERICA 1 100 CHECK N/A 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, 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 50894 0 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF VIRGINIA PO BOX 400229 CHARLOTTESVILLE VA 22904 546001796 115 23721 0 SPONSORSHIP OF SUMMER RESEARCH STUDENTS REGENTS OF THE UNIVERSITY OF COLORADO MAILSTOP F428 DENVER CO 80291 846000555 115 17048 0 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF PUERTO RICO 205 CII ANTONIO R BARCELO CAYEY PR 00736 660433761 115 11690 0 SPONSORSHIP OF SUMMER RESEARCH STUDENTS BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 5720 0 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 0 GENERAL OPERATING SUPPORT 6 0 ABTRACT AWARD 109 62500 0 INTERNATIONAL SCIENCE FAIR 3 2000 0 JCEM BEST PAPER AWARD 6 6000 0 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY 5 17000 0 POSTER AWARD 7 1300 0 RESEARCH 20 186000 0 STUDENT AUTHOR 1 1000 0 SUMMER RESEARCH 12 48000 0 TRAVEL AWARDS 125 54000 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 449622 0 165000 0 73917 0 25000 0 34369 0 747908 0 68361 0 JOHN HEBERLEIN 279382 0 22300 0 630 0 25000 0 28154 0 355466 0 0 0 JANET KREIZMAN 251317 0 8000 0 630 0 25000 0 13464 0 298411 0 0 0 WANDA JOHNSON-BOATMAN 205547 0 7000 0 966 0 20480 0 5024 0 239017 0 0 0 ELEANORE TAPSCOTT 184785 0 2000 0 690 0 6372 0 19295 0 213142 0 0 0 PAUL HEDRICK 156922 0 5000 0 450 0 16120 0 25899 0 204391 0 0 0 NANCY CHILL 151322 0 4500 0 420 0 15980 0 29478 0 201700 0 0 0 WENDY STURLEY 145372 0 4000 0 450 0 9100 0 27674 0 186596 0 0 0 STEVE POSTON 131157 0 3500 0 450 0 13390 0 13573 0 162070 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 2012. 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. EVAN DALE ABEL COUNCIL MEMBER 3000 THE GERALD D AURBACH LAUREATE AWARD TO RECOGNIZE OUTSTANDING CONTRIBUTIONS TO RESEARCH IN ENDOCRONOLOGY 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 CHIEF OPERATING OFFICER REVIEWS THE FORM 990 WITH THE SECRETARY-TREASURER PRIOR TO FILING. 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 IN OCTOBER OR NOVEMBER OF THE CALENDAR YEAR 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) IN OCTOBER OR NOVEMBER. 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. THE SOCIETY ALSO PRESENTS AN ABBREVIATED FORM OF ITS AUDITED FINANCIAL STATEMENTS AS A PART OF ITS ANNUAL REPORT, WHICH IS AVAILABLE ON ITS WEBSITE. OTHER FEES FORM 990, PART IX, LINE 11G COMMISSIONS: PROGRAM SERVICE EXPENSES 660,762. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 660,762. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 40,906. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,906. SCIENTIFIC ABSTRACT SUBMISSIONS MGMT: PROGRAM SERVICE EXPENSES 116,395. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 116,395. MEDICAL EDUCATION & COMMUNICATIONS SVCS: PROGRAM SERVICE EXPENSES 3,160,710. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,160,710. PHARMACY EDUCATION PROGRAM RECRUITMENT FEES: PROGRAM SERVICE EXPENSES 90,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,000. WRITING & EDITING : PROGRAM SERVICE EXPENSES 365,025. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 365,025. WEBSITE HOSTING & ELECTRONIC DESIGN: PROGRAM SERVICE EXPENSES 559,781. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 559,781. EVIDENCE BASED REVIEW OF MEDICAL PROTOCOLS: PROGRAM SERVICE EXPENSES 250,678. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 250,678. ENDOCRINE WORKFORCE STUDY: PROGRAM SERVICE EXPENSES 95,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,000. PLACEMENT SERVICE CONTRACTOR: PROGRAM SERVICE EXPENSES 34,900. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,900. PRIVATE INVESTIGATOR FEE FOR NIH GRANTWORK: PROGRAM SERVICE EXPENSES 35,899. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,899. CONSULTING ON BRANDING TES & HHN: PROGRAM SERVICE EXPENSES 40,937. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,937. LIBRARY SERVICES: PROGRAM SERVICE EXPENSES 16,400. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,400. ELECTION & BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 17,545. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,545. DEMONSTRATIONS OF COOKING FOR SPECIAL DIETS: PROGRAM SERVICE EXPENSES 22,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,572. ARCHITECT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,203. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,203. OTHER MISCELLANEOUS FEES: PROGRAM SERVICE EXPENSES 29,170. MANAGEMENT AND GENERAL EXPENSES 3,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,547. 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