2012-11-12T15:13:57-06:00 2011-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2011-01-01 730531256 ENDOCRINE SOCIETY ENDO 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 JOHN R HEBERLEIN 3019410200 2012-11-12 1 DEBORAH G KOSNETT P00290720 2022932200 2011 2016-02-24 21:20:13Z SCOTT HUNT 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 38943329 0 X WWW.ENDO-SOCIETY.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 3710 2268719 912265 2360710 5953297 21865353 18126307 1935699 -265116 2882590 3211287 29044352 27025775 554664 531298 0 0 8404495 8779017 0 0 723706 15366891 16166116 24326050 25476431 4718302 1549344 41109724 44296181 11233427 12489714 29876297 31806467 X TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 0 0 8646573 476298 8663134 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 33 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 25 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. 6207965 8000 10502046 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 3,400 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. 1976422 10000 106226 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. 3216735 37000 1991683 MEMBERSHIP, PUBLIC EDUCATION AND OTHER 3216735 37000 1991683 20047695 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 0 1 338 0 1 98 1 1 1 1 CJ 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 & COO 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 KELLY MAYO 20.00 X X 25000 0 0 ALAN ROGOL 15.00 X X 0 0 0 JANET HALL 20.00 X X 42500 0 0 URSULA KAISER 15.00 X X 0 0 0 NANETTE SANTORO 15.00 X X 0 0 0 JOHN MARSHALL 20.00 X X 15000 0 0 RICHARD ROBBINS 6.00 X 0 0 0 DALE E ABEL 6.00 X 0 0 0 SHALENDER BHASIN 6.00 X 9000 0 0 TERESA WOODRUFF 6.00 X 0 0 0 PETER TRAINER 6.00 X 0 0 0 ALVIN POWERS 6.00 X 3000 0 0 JENNIFER LARSEN 6.00 X 0 0 0 WILLIAM YOUNG 20.00 X X 29250 0 0 SUSAN MANDEL 6.00 X 7500 0 0 GARY HAMMER 6.00 X 0 0 0 GLORIA TANNENBAUM 6.00 X 0 0 0 DOLORES SHOBACK 6.00 X 8500 0 0 SCOTT HUNT 50.00 X 620313 0 46227 JANET KREIZMAN 50.00 X 253221 0 32054 JOHN HEBERLEIN 50.00 X 299153 0 43523 WANDA JOHNSON-BOATMAN 50.00 X 208648 0 20775 PAUL HEDRICK 50.00 X 151332 0 20898 NANCY CHILL 50.00 X 153213 0 33303 STEVE POSTON 50.00 X 126216 0 11400 ARLYN RISKIND 50.00 X 111411 0 29745 ROBERT BARTEL 50.00 X 115100 0 17774 DIANA WARMANN 50.00 X 120408 0 11865 REINA MUNSCH 50.00 X 126871 0 21029 2425636 0 288593 11 0 1 0 OPUS SCIENCE LLC 6700 ALEXANDER BELL DRIVE SUITE 20 COLUMBIA MD 21046 MEDICAL EDUCATION COMMUNIC. SRVCS 446500 KNIGHTEN HEALTH LLC 4800 HAMDEN LANE SUITE 200 BETHESDA MD 20814 MEDICAL EDUCATION COMMUNICATION SRVCS 292077 BLUE HOUSE 2168 WISCONSIN AVENUE NW WASHINGTON DC 20007 PRINTING 169283 WATKINS INFORMATION TECHNOLOGY GROUP LL 7700 WISCONSIN AVENUE SUITE 500 BETHESDA MD 20814 IT SUPPORT SERVICES 164221 MARATHON MULTIMEDIA LLC 1201 WEST DIVISION STREET FARIBAULT MN 55021 EDUCATIONAL RECORDING & ABSTRACT PROCESS 145731 8 5953297 5953297 JOURNAL SALES 511120 8012390 8012390 MEETING & REGISTRATION 611600 5667695 5667695 AUTHOR CHARGES 511120 1756000 1756000 MEMBERSHIP DUES 900099 1652739 1652739 REPRINT SALES 511120 449374 449374 588109 588109 18126307 411914 411914 595126 521300 73826 11240524 11917554 -677030 -677030 -677030 ADVERTISING REVENUE 541800 2268040 2268040 HOTEL REBATES FROM MEE 900099 292603 292603 SHUTTLE REVENUE 900099 28250 28250 27268 26589 679 2616161 27025775 18995049 2268719 -191290 138698 138698 311400 311400 81200 81200 2241100 484476 1565108 191516 5282936 3920195 1126080 236661 472669 383727 82145 6797 408275 289564 79209 39502 374037 281607 79286 13144 22462 14279 8183 41655 41655 96843 96843 101296 101296 3462174 3377105 78862 6207 1131493 988645 128971 13877 150114 1090 149024 1065201 722847 276641 65713 1499564 1155303 305422 38839 1641172 1624821 551 15800 174047 40770 133277 95102 44021 51081 INCOME TAXES 391931 391931 PRINTING & COMPOSITION 2330384 2325057 1314 4013 MARKETING & PROMOTION 1205259 1166483 9727 29049 HONORARIA 909766 909766 1847653 1297867 487198 62588 25476431 20047695 4705030 723706 11502507 11519905 65933 44900 1656040 1403598 931586 1402341 2290183 2153085 248554 137098 26250079 29270502 455025 517837 41109724 44296181 2504112 2058724 8044256 9905111 685059 525879 11233427 12489714 X 27568686 28866042 1368214 1971761 939397 968664 29876297 31806467 41109724 44296181 X 1549344 380826 X X 0 1 1 X 0 X 5771880 5921942 4897583 5586470 5953297 28131172 14462697 15595881 15253660 17530682 18148746 80991666 969290 1344495 973419 1039783 4326987 21203867 22862318 21124662 24156935 24102043 113449825 0 357363 118729 726436 1202528 357363 118729 726436 1202528 112247297 788057 804656 725341 705481 1007040 4030575 686160 685932 372286 863963 602095 3210436 1474217 1490588 1097627 1569444 1609135 7241011 72896 207580 311110 281542 325722 1198850 22750980 24560486 22533399 26007921 26036900 121889686 0.92090 0.93360 0.05940 0.05870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5514 138819 144333 23892924 24037257 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 123106 114270 146829 144333 528538 250000 250000 250000 250000 1000000 1500000 7906 4290 5072 5514 22782 0 212450 X X 0 1041337 29267 -2186 5500 467 1062451 872574 89793 84470 5500 1041337 616032 120825 137492 1500 275 872574 544342 84937 -11247 2000 616032 0.08560 0.71170 0.20270 0 0 199944 147314 52630 2090239 2005771 84468 137098 44958 DEFERRED LEASE 240299 OTHER LONG-TERM LIABILITIES 240622 525879 27025775 25476431 1549344 380826 380826 1930170 30284868 380826 2990154 3370980 26913888 101296 10591 111887 27025775 28354698 2990154 2990154 25364544 101296 10591 111887 25476431 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 - 81% AWARDS - 3% TRAVEL GRANTS - 16% DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008. PART XII, LINE 4B - OTHER ADJUSTMENTS: BRIDGE GRANT REFUNDS 10,591. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BRIDGE GRANT REFUNDS 10,591. 1 EAST ASIA AND PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 8200 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 52200 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 14300 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 6500 0 0 0 0 0 0 81200 0 81200 ABSTRACT AWARD EAP, EU, NA, SA 33 17500 CHECK SUMMER RESEARCH AWARDS EU, NA 3 12000 CHECK STUDENT AUTHOR AWARD NA 1 1000 CHECK TRAVEL AWARDS EAP, EU, NA, SA 43 17200 CHECK RESEARCH AWARDS EU, NA, SA 3 5000 CHECK OUTSTANDING CONTRIBUTION TO ENDOCRINOLOGY EU 2 28000 CHECK INTERNATIONAL SCIENCE FAIR EU 1 500 CHECK 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. 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. OUTSTANDING CONTRIBUTION TO ENDOCRINOLOGY: GIVEN ON THE BASIS OF AN APPLICATION THAT REFERENCES CERTAIN WORK OF THE APPLICANT OR NOMINEE, SUCH AS A BODY OF RESEARCH OR A SCIENTIFIC ARTICLE. 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 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 9640 SPONSORSHIP OF SUMMER RESEARCH STUDENTS FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY 9650 ROCKVILLE PIKE BETHESDA MD 20814 520700497 501(C)(3) 10000 CO-SPONSOR OF EDUCATIONAL PROGRAM UNIVERSITY OF COLORADO MAILSTOP F428 DENVER CO 802910238 846000555 501(C)(3) 13211 SPONSORSHIP OF SUMMER RESEARCH STUDENTS AMERICAN DIABETES ASSOCIATION 1701 NORTH BEAUREGARD STREET ALEXANDRIA VA 22311 131623888 501(C)(3) 25000 CO-SPONSOR OF EDUCATIONAL PROGRAM REGENTS OF UNIVERSITY OF CALIFORNIA 1855 FOLSOM ST SAN FRANCISCO CA 94143 945035493 501(C)(3) 39124 VISITING PROFESSOR SPONSORSHIP UNIVERSITY OF VIRGINIA PO BOX 400229 CHARLOTTESVILLE VA 229044229 546001796 501(C)(3) 19107 SPONSORSHIP OF SUMMER RESEARCH STUDENTS 6 0 ABSTRACT AWARDS 66 33500 EDUCATOR 2 8000 INTERNATIONAL SCIENCE FAIR 2 1500 JCEM AWARD 4 4000 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY 3 9000 POSTER AWARDS 8 1400 RESEARCH 7 62000 STUDENT AUTHOR 3 3000 SUMMER RESEARCH 13 47100 TRAVEL AWARDS 153 141900 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ENDOCRINE RESEARCH GRANTS - SEVERAL TYPES: CLINICAL 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. INTERNATIONAL AWARD FOR EXCELLENCE IN PUBLISHED CLINICAL RESEARCH IN JCE & M: THIS AWARD RECOGNIZES THE FOUR 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 454313 0 166000 0 0 0 24500 0 33236 0 678049 0 0 0 JANET KREIZMAN 238221 0 15000 0 0 0 24000 0 13229 0 290450 0 0 0 JOHN HEBERLEIN 279153 0 20000 0 0 0 24500 0 27503 0 351156 0 0 0 WANDA JOHNSON-BOATMAN 196148 0 12500 0 0 0 19500 0 5198 0 233346 0 0 0 PAUL HEDRICK 148832 0 2500 0 0 0 3875 0 25194 0 180401 0 0 0 NANCY CHILL 145713 0 7500 0 0 0 15080 0 27598 0 195891 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. IN 2011, $72,000 WAS CREDITED TO THE 457(F) ACCOUNT. 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. WILLIAM YOUNG COUNCIL MEMBER 3000 DISTINGUISHED PHYSICIAN AWARD SUSAN MANDEL COUNCIL MEMBER 3000 DISTINGUISHED EDUCATOR AWARD 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 COUNCIL. 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.ENDO-SOCIETY.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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 380,826. 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) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0