2011-11-10T08:49:16-06:00 2010-12-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-01-01 730531256 ENDOCRINE SOCIETY ENDO 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 JOHN R HEBERLEIN 3019410200 2011-11-10 1 DEBORAH G KOSNETT 2022932200 2010 2016-02-24 21:20:13Z SCOTT HUNT 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 31460436 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 13 87 3675 1959672 776799 2744140 2360710 19469784 21865353 2783652 1935699 2032818 2882590 27030394 29044352 771301 554664 0 0 7657677 8404495 0 0 576547 14204410 15366891 22633388 24326050 4397006 4718302 34769844 41109724 10079151 11233427 24690693 29876297 X TO ADVANCE EXCELLENCE IN ENDOCRINOLOGY AND PROMOTE ITS ESSENTIAL ROLE AS AN INTEGRATIVE FORCE IN SCIENTIFIC RESEARCH AND MEDICAL PRACTICE. 0 0 8481987 464914 9216894 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 31 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. 6656655 47000 12871661 PUBLICATIONS: TES 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 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. 1910223 5750 821641 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. 2503325 37000 1823985 MEMBERSHIP AND PUBLIC EDUCATION 2503325 37000 1823985 19552190 1 1 0 1 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 300 0 87 1 1 1 1 CJ 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X X JOHN R HEBERLEIN DEPUTY EXEC DIR & COO 3019410200 8401 CONNECTICUT AVENUE NO 900 CHEVY CHASE MD 208155817 ROBERT VIGERSKY 20.00 X X 0 0 0 LISA FISH 15.00 X X 0 0 0 KELLY MAYO 20.00 X X 40000 0 0 CAROLE MENDELSON 15.00 X X 0 0 0 NANETTE SANTORO 15.00 X X 0 0 0 ANDREW STEWART 20.00 X X 3500 0 0 JAN GUSTAFSSON 6.00 X 0 0 0 JENNIFER LARSEN 6.00 X 0 0 0 SUSAN MANDEL 6.00 X 4750 0 0 TERESA WOODRUFF 6.00 X 0 0 0 DONALD MCDONNELL 6.00 X 0 0 0 ALVIN POWERS 6.00 X 0 0 0 PETER TRAINER 6.00 X 0 0 0 JANET HALL 20.00 X X 19250 0 0 JOHN MARSHALL 20.00 X X 0 0 0 ALAN ROGOL 15.00 X X 5000 0 0 DOLORES SHOBACK 6.00 X 5750 0 0 GARY HAMMER 6.00 X 0 0 0 GLORIA TANNENBAUM 6.00 X 0 0 0 SCOTT HUNT 50.00 X 486548 0 96622 JANET KREIZMAN 50.00 X 234469 0 28305 JOHN HEBERLEIN 50.00 X 282825 0 41405 WANDA JOHNSON 50.00 X 180793 0 17072 REBECCA RINEHART 50.00 X 215514 0 34392 MICHAEL DODD 50.00 X 179836 0 17787 NANCY CHILL 50.00 X 148348 0 31300 ROBERT STORZ 50.00 X 121340 0 11500 ROBERT BARTEL 50.00 X 110119 0 17305 DIANA WARMANN 50.00 X 124484 0 10114 KELLY FISCHER 50.00 X 108497 0 15473 2271023 0 321275 13 0 1 0 MED-IQ LLC 5523 RESEARCH PARK DR SUITE 210 BALTIMORE MD 21228 MEDICAL EDUCATION COMPANY 651000 SCHERAGO INTERNATIONAL INC 525 WASHINGTON BLVD SUITE 3310 JERSEY CITY NJ 07310 ADVERTISING & MEETING EXHIBIT SALES 464573 KNIGHTEN HEALTH LLC 4800 HAMDEN LANE SUITE 200 BETHESDA MD 20814 MEDICAL EDUCATION COMMUNICATION SRVCS 428000 MARATHON MULTIMEDIA LLC 1201 WEST DIVISION STREET FARIBAULT MN 55021 EDUCATIONAL RECORDING & ABSTRACT PROCESS 186813 MEDPAGE TODAY LLC 150 CLOVE ROAD 10TH FLOOR LITTLE FALLS NJ 07424 MEDICAL EDUCATION COMMUNICATION SRVCS 140000 6 2360710 2360710 MEETING AND REGISTRATI 611600 8378666 8378666 JOURNAL SALES 511120 7534035 7534035 REPRINT SALES 511120 2029362 2029362 AUTHOR CHARGES 511120 1840757 1840757 MEMBERSHIP DUES 900099 1573046 1573046 509487 509487 21865353 642438 642438 572639 572639 3709345 2416084 1293261 1293261 1293261 ADVERTISING REVENUE 541800 1959672 1959672 HOTEL REBATES FROM MEE 900099 276409 276409 BRIDGE GRANT REFUNDS 900099 60108 60108 13762 13762 2309951 29044352 22774509 1959672 1949461 93394 93394 372470 372470 88800 88800 2247166 919280 1142451 185435 4980686 3657323 1155819 167544 427269 370038 55936 1295 409347 213753 170068 25526 340027 256012 72287 11728 18020 8208 9812 39680 39680 96392 96392 82176 82176 3716157 3645633 70098 426 849675 790818 25770 33087 1113509 979680 124975 8854 162906 162906 1011770 692264 266255 53251 1286924 1024584 243604 18736 1330382 1316987 13395 199415 43933 155482 107683 54670 53013 INCOME TAXES 333221 333221 PRINTING AND COMPOSITIO 2543173 2540051 1595 1527 HONORARIA 730606 730612 -6 HOSPITALITY 589931 484880 66077 38974 REPRINTS 342216 342216 813055 496971 299315 16769 24326050 19552190 4197313 576547 9995974 11502507 91133 65933 953128 1656040 597811 931586 2515235 2266681 414762 248554 22357221 26250079 359815 455025 34769844 41109724 2315828 2504112 7286347 8044256 476976 685059 10079151 11233427 X 22592865 27568686 1222411 1368214 875417 939397 24690693 29876297 34769844 41109724 X 4718302 467302 X X 0 1 1 X 0 X 6583146 5771880 5921942 4897583 5586470 28761021 14996351 14462697 15595881 15253660 17530682 77839271 1146035 969290 1344495 973419 1039783 5473022 22725532 21203867 22862318 21124662 24156935 112073314 0 0 0 112073314 663668 788057 804656 725341 705481 3687203 753399 686160 685932 372286 863963 3361740 1417067 1474217 1490588 1097627 1569444 7048943 44207 72896 207580 311110 281542 917335 24186806 22750980 24560486 22533399 26007921 120039592 0.93360 0.93620 0.05870 0.05760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5072 141757 146829 22871379 23018208 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 125810 123106 114270 146829 510015 250000 250000 250000 250000 1000000 1500000 6683 7906 4290 5072 23951 0 212450 X X 0 872574 89793 84470 -5500 1041337 616032 120825 137492 1500 275 872574 544342 84937 -11247 2000 616032 0.09000 0.70000 0.21000 0 0 199944 123022 76922 2315291 2143659 171632 248554 188803 DEFERRED LEASE 318446 OTHER LONG-TERM LIABILITIES 177810 685059 29044352 24326050 4718302 467302 467302 5185604 32236280 467302 2866911 3334213 28902067 82176 60109 142285 29044352 27050676 2866911 2866911 24183765 82176 60109 142285 24326050 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 - 80% AWARDS - 3% TRAVEL GRANTS - 17% DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ENDOCRINE SOCIETY INCURRED NO INTEREST OR PENALTIES DURING THE YEAR ENDED DECEMBER 31, 2010. MANAGEMENT DID NOT IDENTIFY ANY SIGNIFICANT UNCERTAIN INCOME TAX POSITIONS AND BELIEVES THE SOCIETY IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, OR LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2007. PART XII, LINE 4B - OTHER ADJUSTMENTS: BRIDGE GRANT REFUNDS 60,109. PART XIII, LINE 4B - OTHER ADJUSTMENTS: BRIDGE GRANT REFUNDS 60,109. 1 EAST ASIA AND PACIFIC GRANTS TO RECIPIENTS LOCATED IN THE REGION 8300 EUROPE GRANTS TO RECIPIENTS LOCATED IN THE REGION 55700 MID EAST & N. AFRICA GRANTS TO RECIPIENTS LOCATED IN THE REGION 2400 NORTH AMERICA GRANTS TO RECIPIENTS LOCATED IN THE REGION 10900 SOUTH AMERICA GRANTS TO RECIPIENTS LOCATED IN THE REGION 6300 SOUTH ASIA GRANTS TO RECIPIENTS LOCATED IN THE REGION 5200 0 0 0 88800 0 88800 ABSTRACT AWARD ME, EAP, EU, NA, SA 36 18000 CHECK JCEM AWARD EU 3 30000 CHECK SUMMER RESEARCH AWARDS AS, EU, NA 3 12000 CHECK STUDENT AUTHOR AWARD EU, NA 3 3000 CHECK TRAVEL AWARDS EAP, SA, NA, ME, EU, AS 51 22800 CHECK OUTSTANDING CONTRIBUTION TO ENDOCRINOLOGY EU 1 3000 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. 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. 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 CVS 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. 1 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 11490 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF CA SAN DIEGO 9500 GLIMAN DRIVE MAIL CODE 0003 LA JOLLA CA 92093 946036494 501(C)(3) 17500 SPONSORSHIP OF SUMMER RESEARCH STUDENTS UNIVERSITY OF COLORADO MAILSTOP F428 DENVER CO 802910238 846000555 501(C)(3) 15033 SPONSORSHIP OF SUMMER RESEARCH STUDENTS MASSACHUSETTS GENERAL HOSPITAL ENDOCRINE UNIT 50 BLOSSOM STREET BOSTON MA 02116 042697983 501(C)(3) 7500 VISITING PROFESSOR SPONSORSHIP REGENTS OF UNIVERSITY OF CALIFORNIA 1855 FOLSOM ST SAN FRANCISCO CA 94143 945035493 501(C)(3) 8121 SPONSORSHIP OF SUMMER RESEARCH STUDENTS/VISITING PROFESSOR SPONSORSHIP 5 0 ABSTRACT AWARDS 69 35500 ENDOCRINE CLINICAL RESEARCH 2 95000 OUTSTANDING CONTRIBUTION TO ENDOCRINOLOGY 5 37000 EDUCATOR AWARDS 2 8000 JCEM AWARD 1 10000 POSTER AWARDS 12 2400 STUDENT AUTHOR AWARD 1 1000 THYROID RESEARCH AWARDS 7 11000 TRAVEL AWARDS TO ATTEND EDUCATIONAL MEETINGS 173 121320 INT'L SCIENCE & ENGINEERING FAIR AWARDS 3 2000 SUMMER RESEARCH AWARDS 10 40000 LAUREATE RESEARCH AWARDS 3 9000 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 DISTINGUISHED 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, 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 443714 0 37500 0 5334 0 78500 0 32549 0 597597 0 0 0 JANET KREIZMAN 213799 0 20040 0 630 0 21500 0 11958 0 267927 0 0 0 JOHN HEBERLEIN 257365 0 25040 0 420 0 24500 0 27331 0 334656 0 0 0 WANDA JOHNSON 169787 0 10040 0 966 0 17000 0 4880 0 202673 0 0 0 REBECCA RINEHART 203668 0 10040 0 1806 0 20800 0 20868 0 257182 0 0 0 MICHAEL DODD 167024 0 10040 0 2772 0 16900 0 5453 0 202189 0 0 0 NANCY CHILL 137888 0 10040 0 420 0 14500 0 27587 0 190435 0 0 0 PART I, LINE 4B SCOTT HUNT, CEO AND EXECUTIVE DIRECTOR; 457(F) PLAN. THIS PLAN, EFFECTIVE JANUARY 2009, PERMITS MR. HUNT TO DEFER CERTAIN AMOUNTS OF HIS ANNUAL COMPENSATION FROM 2009 THROUGH 2011. 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, 2012, 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 2010, $37,500 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. 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 AND THE SENIOR DIRECTOR, FINANCE. THE CHIEF OPERATING OFFICER REVIEWS THE FORM WITH THE EXECUTIVE DIRECTOR AND SECRETARY-TREASURER. THE FORM 990 IS ALSO MADE AVAILABLE TO THE COUNCIL MEMBERS 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: 467,302. FORM 990, PART XI, 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