2011-05-13T16:07:36-05:00 2010-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2009-07-01 237080568 AMERICAN SOCIETY OF HEMATOLOGY INC AMER 2027760544 2021 L STREET NW No 900 WASHINGTON DC 20036 MARTHA LIGGETT 2027760544 2011-05-13 1 5083669100 2009 2016-02-24 21:20:13Z MARTHA LIGGETT 2021 L STREET NW No 900 washington DC 20036 97694579 0 X WWW.HEMATOLOGY.ORG X 1958 DC THE WORLD'S LARGEST PROFESSIONAL ORGANIZATION OF BLOOD SPECIALISTS, ASH AIMS TO FURTHER THE UNDERSTANDING, DIAGNOSIS, TREATMENT, AND PREVENTION OF DISORDERS AFFECTING THE BLOOD, BONE MARROW, AND THE IMMUNOLOGIC, HAEMOSTATIC AND VASCULAR SYSTEMS, BY PROMOTING RESEARCH, CLINICAL CARE, EDUCATION, TRAINING, AND ADVOCACY IN HEMATOLOGY. 13 13 71 450 3680767 1499070 9677481 4537543 31507887 31258923 7549822 2073531 654354 1315930 49389544 39185927 2836791 3517413 0 7447012 7477676 0 510184 20861342 19868929 31145145 30864018 18244399 8321909 146648424 156442597 77820325 79428112 68828099 77014485 The world's largest professional organization of blood specialists, ASH aims to further the understanding, diagnosis, treatment, and prevention of disorders affecting the blood, bone marrow, and the immunologic, haemostatic and vascular systems, by promoting research, clinical care, education, training, and advocacy in hematology. 0 0 9856701 1809889 SOCIETY OPERATIONS- EDUCATIONAL ACTIVITIES SCHOLARSHIPS, AWARDS, AND INITIATIVES IN DEVELOPING COUNTRIES DESIGNED TO PROMOTE THE EXCHANGE AND DIFFUSION OF INFORMATION AND IDEAS RELATING TO BLOOD AND BLOOD FORMING TISSUES. 6311012 2149442 ANNUAL MEETING - PROVIDES A FORUM FOR THE DISCUSSION OF CRITICAL ISSUES IN HEMATOLOGY VIA EDUCATIONAL AND SCIENTIFIC SESSIONS, PLENARY SYMPOSIA, AND ABSTRACT PRESENTATIONS AND SUPPORTS TRAINEES AND THOSE FROM DEVELOPING COUNTRIES WHO HAVE SUBMITTED ABSTRACTS FOR PRESENTATION. 7828861 9668725 JOURNAL-PROVIDES AN INTERNATIONAL FORUM FOR THE PUBLICATION OF ORIGINAL ARTICLES DESCRIBING LABORATORY AND CLINICAL INVESTIGATIONS ENCOMPASSED IN THE FIELD OF HEMATOLOGY. 2450275 2450275 0 AWARDS-BESTOWED TO INDIVIDUALS TO ENCOURAGE YOUNG SCIENTISTS TO BEGIN A CAREER IN HEMATOLOGY, TO PROVIDE MEDICAL STUDENTS WITH AN INTRODUCTION TO THE SPECIALITY OF HEMATOLOGY, TO RECOGNIZE PERSONS WHO AUTHOR AND PRESENT abstracts at the annual meeting. 2450275 2450275 26446849 1 1 0 1 0 0 0 0 1 1 1 1 0 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 229 0 71 1 1 1 0 0 0 0 0 0 0 0 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MA X TIFFANY AKE 2027760544 2021 L STREET NW no 900 WASHINGTON DC 20036 Charles S Abrams MD 2.00 X 0 0 0 Kenneth Anderson MD 2.00 X 3000 0 0 Thomas Bensinger MD 2.00 X 0 0 0 David M Bodine PhD 2.00 X 0 0 0 Hal E Broxmeyer PhD 3.00 X 6725 0 0 Linda J Burns MD 2.00 X 28500 0 0 Joel Anne Chasis MD 2.00 X 0 0 0 Joseph M Connors MD 2.00 X 1750 0 0 George J Dover MD 2.00 X 3000 0 0 Cynthia E Dunbar MD 2.00 X 40500 0 0 Peter Dean Emanuel MD 2.00 X 0 0 0 Janice L Gabrilove MD 2.00 X 0 0 0 Arnold Ganser MD PhD 2.00 X 0 0 0 Scott D Gitlin MD 2.00 X 3000 0 0 Armand Keating MD 2.00 X 13303 0 0 Stephanie J Lee MD MPH 2.00 X 0 0 0 Jeffrey McCullough 2.00 X 0 0 0 Beverly S Mitchell MD 2.00 X 0 0 0 Elaine A Muchmore MD 2.00 X 15000 0 0 Mohandas Narla DSc 2.00 X 20700 0 0 J Evan Sadler MD PhD 2.00 X 0 0 0 Roy L Silverstein MD 2.00 X 12000 0 0 Lawrence A Solberg Jr MD PhD 2.00 X 0 0 0 Marilyn J Telen MD 2.00 X 2600 0 0 George Weiner MD 2.00 X 0 0 0 David A Williams MD 2.00 X 0 0 0 Martha Liggett 60.00 X 484740 0 51193 MATTHEW GERTZOG 40.00 X 245661 0 47397 Mila Becker 40.00 X 164310 0 21205 Karina Fernandez 40.00 X 149947 0 37666 Tiffany Ake 40.00 X 143127 0 24945 Ayuko kimura-Fay 40.00 X 153988 0 27070 Mark smith 40.00 X 146884 0 26283 Nancy Berliner MD 3.00 X 16464 0 0 1655199 0 235759 11 1 1 0 CADMUS JOURNAL SERVICES PO BOX 751898 CHARLOTTE NC 28275 JOURNAL PRINTING 3775857 avmg 3310 matrix drive richardson TX 75082 annual meeting planner 744557 Kushner & Associates 3444 Cloudcroft Drive malibu CA 90265 Annual Meeting Shuttle Services 715735 pitney bowes 1 elmcroft road stamford CT 06926 postage and printing services 576793 AtSite 1667 K St NW Suite 350 washington DC 20006 Real Estate Consulting 418171 18 1568558 2968985 4537543 MEETING 900099 15266030 15266030 SUBSCRIPTIONS 900099 5913627 5913627 ADVERTISING 541800 3653135 3653135 corporate sponsors 900099 3029962 3029962 AUTHOR FEES 900099 3002216 3002216 393953 371453 22500 31258923 2085635 2085635 273290 268158 5132 5132 5132 58228390 58240494 -12104 -12104 -12104 OTHER 900099 1310798 1310798 1310798 39185927 13628056 3680767 17339561 3376328 3376328 141085 141085 1009946 150078 859868 4955417 3668948 1047967 238502 459227 289240 145605 24382 735284 482403 211220 41661 317802 199198 98350 20254 151085 151085 113300 45017 57250 11033 42388 42388 7170 7170 1340172 1050014 287227 2931 961445 961417 28 1253340 928741 307040 17559 1064381 845512 210408 8461 1856597 1291972 452585 112040 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2709878 3467854 569134 7549822 2085635 16382323 357221 252792 148799 809187 1310798 2878797 28865103 31851061 7943267 49544377 39192899 157396707 0.83660 0.88100 0.10410 0.10710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12063 95584 107647 26446849 26554496 1000000 250000 0 0 1000000 530049 1000000 1000000 3530049 5295074 132158 55148 115869 107647 410822 250000 132512 250000 250000 882512 1323768 13100 5503 13899 12063 44565 6121146 64266 34974 6150438 1321933 4786737 24374 11898 6121146 1.00000 0 0 12458802 12458802 50123358 484273 49639085 3227142 1838249 1388893 63486780 REFUNDABLE ADVANCES 7310065 INTEREST RATE SWAP CONTRACTS IN Loss POSITION 1413633 8723698 39185927 30864018 8321909 -135523 -135523 8186386 39318562 -135523 268158 132635 39185927 0 39185927 31132176 268158 268158 30864018 0 30864018 The amounts included on line 2d for the reconciliation of revenues and expenses relate to unrelated business income expenses reported on part viii, line 6b. 1 0 0 0 MINORITY MEDICAL STUDENT AWARD PROGRAM AWARD CANADA 2 3000 check HONORIFIC AWARD united kingdom 1 5000 check honorific award Germany 1 10000 check trainee research awards caNADA 2 8000 check alternative training pathway caNADA 1 25000 travel award australia 3 1500 travel award austria 2 1000 travel award belgium 3 1500 travel award brazil 9 4500 travel award caNADA 13 6500 travel award china 7 3500 travel award czech republic 3 1500 travel award france 10 5000 travel award germany 48 24000 travel award israel 2 1000 travel award italy 17 8500 travel award japan 15 7500 travel award netherlands 8 4500 travel award poland 1 500 travel award russia 1 500 travel award south korea 1 500 travel award spain 4 2000 travel award sweden 5 2500 travel award switzerland 1 500 travel award TAIWAN 1 500 travel award UNITED KINgdom 3 1500 VISITING TRAINEE PROGRAM URUGUAY 1 3885 VISITING TRAINEE PROGRAM EGYPT 1 1000 VISITING TRAINEE PROGRAM NIGERIA 1 6200 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: The American Society of Hematology (ASH) has many award programs that are available to individuals outside the United States, and as a result, our procedures to monitor grants outside the U.S. vary by the grant program. In general, participants must complete a first year evaluation form and an award completion evaluation form that provides the Society with updates on participants' progress during the award period. In addition to the evaluations, participants are also required to submit a final research summary report and a final financial report, on institution letterhead, detailing how the funds were used. The final progress report and financial report must be submitted within 60 days after the completion of the project. Any unused funds must be returned to ASH at the time the financial report is submitted. Participants and their institutions are made aware of ASH's regulations at the time the award is accepted. For those that do not comply with the rules, ASH reserves the right to withhold remaining funds and/or temporarily suspend the institution from receiving other grants the Society offers until the institution is in good standing. 1 AMOS MEDICAL FACULTY DEVELOPMENT PROGRAM award 1 420000 honorific award 4 20000 SCHOLAR AWARD 55 2163035 MINORITY MEDICAL STUDENT AWARD PROGRAM award 59 124000 EHA-ASH Research Exchange Award 1 91793 TRAINEE RESEARCH AWARD 40 160000 ALTERNATIVE TRAINING PATHWAY 2 50000 RESEARCH TRAINING AWARD 5 250000 TRAVEL AWARDS 195 97500 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: In general, participants must complete a first year evaluation form and an award completion evaluation form that provides the Society with updates on participants' progress during the award period. In addition to the evaluations, participants are also required to submit a final research summary report and a final financial report, on institution letterhead, detailing how the funds were used. The final progress report and financial report must be submitted within 60 days after the completion of the project. Any unused funds must be returned to ASH at the time the financial report is submitted. Participants and their institutions are made aware of ASH's regulations at the time the award is accepted. For those that do not comply with the rules, ASH reserves the right to withhold remaining funds and/or temporarily suspend the institution from receiving other grants the Society offers until the institution is in good standing. X X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 Martha Liggett 484740 0 0 0 0 0 0 0 51193 0 535933 0 0 0 MATTHEW GERTZOG 245661 0 0 0 0 0 0 0 47397 0 293058 0 0 0 Mila Becker 164310 0 0 0 0 0 0 0 21205 0 185515 0 0 0 Karina Fernandez 149947 0 0 0 0 0 0 0 37666 0 187613 0 0 0 Tiffany Ake 143127 0 0 0 0 0 0 0 24945 0 168072 0 0 0 Ayuko kimura-Fay 153988 0 0 0 0 0 0 0 27070 0 181058 0 0 0 Mark smith 146884 0 0 0 0 0 0 0 26283 0 173167 0 0 0 Nancy Berliner MD 0 0 0 0 16464 0 0 0 0 0 16464 0 0 0 Part I, Line 1a The Organization's benefit package includes provisions for health club dues and a nutrition plan for all employees up to $500 and $250, respectively, per employee per year. Part I, Line 4a The American society of hematology maintains an IRC Section 457(b) plan for Matthew gertzog, c.o.o., and Martha liggett, executive director. DISTRICT OF COLUMBIA 536001131 2548394Y6 2009-01-15 33965000 PURCHASE OF LAND AND A BUILDING IN THE DISTRICT OF COLUMBIA 0 0 33965000 33965000 2009 0 0 1 1 1 1 1 0 1 0.07700 0.00000 0.07700 1 0 1 1 SunTrust Bank 7.000000000000 0 0 0 Form 990, Part VI, Section A, line 6 The American Society of Hematology has a membership base that has the authority to elect the members of the executive committee of the governing board. See 990 Part VI, question 7A for a description of this process. Form 990, Part VI, Section A, line 7a The American Society of Hematology (ASH) has a formal process to identify and select elected members of its Executive Committee. A call for nominations for leadership positions is posted on the ASH Web site year round and is included in various communication venues. Nominations submitted are added to the pool of nominations maintained at ASH Headquarters. The Nominating Committee meets each summer at ASH Headquarters to select at least two ballot candidates plus alternate(s) for each vacant office for Vice President, Councillor, Secretary, and Treasurer. (Succession of the Vice President to President-Elect, and in turn to President, is automatic. Councillors serve four-year terms arranged so that two will expire each year. The Secretary and Treasurer serve four-year terms each; the terms are arranged so they will not expire in the same year.) Afterwards, the Nominating Committee Chair contacts the final leadership candidates to detail the responsibilities of the position(s), determine any potential conflicts of interest, and share the schedule of Executive Committee meetings (he/she contacts alternates if necessary); he/she then confirms acceptance of nomination with staff. The Executive Director follows up with candidates to reinforce the obligations of service. In August, staff collects the bio-sketches and photos from the leadership candidates to send to the election vendor for ballot preparation and mailing to membership (by August 15). Staff e-mails the Executive Committee the slate of candidates (on August 31st or last business day before start of election). Form 990, Part VI, Section B, line 11 The form 990 is completed by the independent auditors using the audited financial results. The form is then reviewed by the Director of Finance and then reviewed and ultimately signed by the Executive Director. After the Executive Director signs the 990 form, it is sent to the Executive Committee via email for review. The Executive Committee members are expected to review the form, and if any comments or questions arise from the review, they will be placed on the agenda of the next Executive Committee Meeting. This procedure is specifically enumerated on the list of Executive Committee duties, and is discussed during our Executive Committee orientation meetings. Form 990, Part VI, Section B, line 12c The American Society of Hematology (ASH) is dedicated to advancing the specialty of hematology. To accomplish this mission, ASH provides support for a variety of activities in the areas of research, education, training, and advocacy. The integrity of ASH and the activities it undertakes depends on the avoidance of conflicts of interest, or even the appearance of conflicts, by the individuals involved with those activities. Appropriate disclosure forms must be completed by anyone involved in ASH activities: committee members, annual meeting organizers and speakers, program planners for CME programs, and/or anyone involved in Blood and other ASH publications. As an ACCME-approved provider, ASH fully complies with the CME rules regarding meeting program design and speaker disclosure. The ASH Conflict of Interest Policy requires disclosure of any financial or other interest that might be construed as resulting in an actual, potential, or apparent conflict. This form must be submitted whether or not there is anything to disclose. Form 990, Part VI, Section B, line 15 PHILOSOPHY: The American Society of Hematology (ASH) strives to be a high performance organization in which excellence is actively recognized and rewarded. We offer a total compensation program that includes competitive salaries and benefits. ASH believes that excellent work performance contributes directly to organizational success and should largely determine employee compensation and career advancement. ASH also believes that an employee's contribution to organizational success can be measured through an individual's performance, knowledge, competencies and experience. As such, it seeks to reward employees who consistently demonstrate a commitment to achieving high standards in all of these areas. ASH's compensation philosophy has three primary objectives: To be internally equitable. That is, provide a salary range for every position that reflects its value compared to all other positions in the organization. To be externally competitive. That is, provide salary ranges, benefits offerings and a work environment, that are competitive in the marketplace so the organization can attract and retain qualified employees vital to organizational success. To be motivating. That is, provide the opportunity for future pay based on an employee's individual work performance, commitment to constant learning and continuous improvement, development of job related competencies, and experience. ASH has a compensation program that meets these objectives and provides: -Is equitable, flexible, understandable, and administratively feasible. -Provides pay levels that are comparable to and competitive within the respective employment markets. -Is compliant with all applicable federal and state laws and regulations. -Contains policies and practices without regard to age, color, disability, ethnicity, gender, marital status, national origin, race, religion, sexual orientation, or veteran status. -Provides opportunity for employees to enhance their compensation through annual performance reviews and related merit pay adjustments, career development, and promotion. -Integrates with all human resources programs. -Is flexible and responsive to future marketplace changes consistent with the mission, vision, culture and resources of the organization. SALARY MANAGEMENT METHODOLOGY Market Salary Reviews To ensure that ASH salaries are appropriately aligned with the market on a continual basis, a market salary review is conducted annually by Nonprofit HR Solutions (NPHRS), an independent human resources consulting firm. The annual market review consists of an analysis of market data pulled from multiple salary surveys, including: -Cordom Associates, Salary Survey of Nonprofit Organizations -HRA-NCA Survey -PRM Consulting, Not-for-Profit Management Compensation Survey -Total Compensation Solutions, Not-for-Profit Compensation Survey Considerable focus is given to organizations that are similar to ASH in terms of size, budget, and mission. Through this review, we are able to make a determination regarding shifting salary ranges to align with changes in the external market (inflation/cost of living, etc.). General merit increase targets are also determined annually based on information provided during the annual market review and the organizations budget. Periodically a comprehensive market salary review is conducted by NPHRS. This comprehensive review includes: -Collecting and analyzing job content data (i.e., duties, responsibilities, and work requirements) on covered positions -Benchmarking total compensation (base salary plus other cash compensation) levels and practices using various survey sources -Comparing how ASH's cash compensation compares with market pay rates for similar positions -Reviewing findings, observations, and conclusions Salary Management Approval Process - Executive director - to attract and retain stellar talent in this top executive position, ASH periodically assesses market salary trends for this role. This includes a comprehensive market salary review conducted by NPHRS and Association Strategies, Inc. every three years; this benchmarking includes an assessment of salaries and benefits of other non-profit medical association chief executives with comparable budget, staff size, and mission. Results of these market reviews are presented by NPHRS and Association Strategies to the Board of Directors, which discusses these data, considers the performance of the executive director, and sets a salary aligned at least with the mean of the market. Executive compensation for the Executive Director is established by contract between the Board of Directors and the Executive director which is typically renegotiated every three years. Executive compensation for the Executive director is determined by the Board of Directors and confirmed in a fully executed contract signed by the President of the Board and the executive director. Form 990, Part VI, Section C, line 19 The governing documents and financial statements are available upon request. The conflict of interest policy is located on the organization's website. Form 990, Part XI, Line 2c the organization has designated an investment and audit committee that assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. ASH 2021 L llc 2021 L Street Nw no 900 washington DC 20036 263243051 To own ASH's principal property DC 275326 4019602 N/A