2026-09-03T06:55:37-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2025-01-01 237311318 DRUG INFORMATION ASSOCIATION INC DRUG 2154426100 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 JACK FOSTER CFO 2154426100 2026-09-02 1 KERRI N BOGDA P00760402 7177404863 2026-09-02 2025 MARWAN FATHALLAH 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 21317117 0 X WWW.DIAGLOBAL.ORG X 1964 MD DIA PROVIDES INFORMATION TO FOSTER WORLDWIDE INNOVATIVE HEALTH OUTCOMES. 13 12 52 2500 257713 0 6278 5065 19358468 17672451 586383 275392 20768 164614 19971897 18117522 0 0 0 0 11396611 10457645 0 0 0 10661827 10304580 22058438 20762225 -2086541 -2644703 22590311 23210401 17320684 19767416 5269627 3442985 X DRUG INFORMATION ASSOCIATION, INC. ("DIA") FOSTERS INNOVATION TO IMPROVE HEALTH AND WELLBEING WORLDWIDE BY: - PROVIDING INVALUABLE FORUMS TO EXCHANGE VITAL INFORMATION AND DISCUSS CURRENT ISSUES RELATED TO HEALTH PRODUCTS, TECHNOLOGIES, AND SERVICES; - DELIVERING CUSTOMIZED LEARNING EXPERIENCES;- BUILDING, MAINTAINING, AND FACILITATING TRUSTED RELATIONSHIPS WITH AND AMONG INDIVIDUALS AND ORGANIZATIONS THAT DRIVE AND SHARE DIA VALUES AND MANDATES; AND - OFFERING A MULTIDISCIPLINARY NEUTRAL ENVIRONMENT, RESPECTED GLOBALLY FOR INTEGRITY AND RELEVANCY. 0 0 10686463 12225310 IN 2025 DIA HELD MORE THAN 288 MEETINGS AND WORKSHOPS WORLDWIDE, DIA ATTRACTED OVER 26K+ PARTICIPANTS TO MEETINGS AND WORKSHOPS IN THE UNITED STATES, EUROPE, CHINA, JAPAN AND INDIA.AMONG THESE EVENTS, THE DIA GLOBAL ANNUAL MEETING, THE LEADING GLOBAL CONFERENCE ON PHARMACEUTICAL INFORMATION AND EDUCATION, ATTRACTED OVER 3,500 PARTICIPANTS FROM THE US AND ACROSS THE WORLD. THE DIA EUROPEAN ANNUAL MEETING, WHICH IS RECOGNIZED AS ONE OF THE PREMIER FORUMS FOR THE EXCHANGE OF INFORMATION IN THE EUROPEAN MEDICAL/PHARMACEUTICAL COMMUNITY, ATTRACTED 1,106 PARTICIPANTS. THE JAPAN ANNUAL MEETING, SINGAPORE ANNUAL MEETING AND CHINA ANNUAL MEETING HAD 649, 138 AND 7,458 PARTICIPANTS, RESPECTIVELY. 2134369 2441717 LEARNING: WITH AN ON-GOING COMMITMENT TO INTERNET TECHNOLOGY-BASED LEARNING, DIA CONTINUED TO EXPAND ITS GLOBAL REACH AND ADVANCE ITS MISSION BY OFFERING VARIOUS LEARNING OPPORTUNITIES IN ELECTRONIC FORMAT. IN 2025, DIA HAD 1,530 E-LEARNERS INCLUDING BOTH INDIVIDUALS AND GROUPS. IN ADDITION, THERE WERE 52 TRAINING COURSES HELD GLOBALLY WITH 2,022 PARTICIPANTS TRAINED THROUGH THESE TRAINING COURSES. 1101623 1260256 DIA MEMBERSHIP: DIA PROVIDES PROGRAMS TO DEVELOP, STRENGTHEN, AND SUPPORT COLLABORATION WITH POLICY MAKERS, INDUSTRY REPRESENTATIVES, PUBLIC HEALTH AUTHORITIES, ACADEMIA AND OTHER HEALTHCARE STAKEHOLDERS. 323203 369744 PUBLICATIONS: THERAPEUTIC INNOVATION & REGULATORY SCIENCE PUBLICATION (TIRS) IS THE OFFICIAL JOURNAL OF DIA. ITS MISSION IS TO ADVANCE HEALTHCARE PRODUCT DISCOVERY, DEVELOPMENT, REGULATION, AND USE THROUGH THE PUBLICATION OF PEER-REVIEWED ARTICLES AND COMMENTARIES ACROSS THE SPECTRUM OF CONVERTING BIOMEDICAL SCIENCE INTO PRACTICAL SOLUTIONS TO ADVANCE HUMAN HEALTH. IT IS PUBLISHED IN ODD NUMBER MONTHS, JANUARY, MARCH, MAY, JULY, SEPTEMBER, AND NOVEMBER. DIA ALSO PUBLISHES THE GLOBAL FORUM, ANOTHER E-PUBLICATION. IT OFFERS EXPERT GLOBAL AND REGIONAL COVERAGE OF DISCOVERY, DEVELOPMENT, REGULATION, SURVEILLANCE, AND MARKETING OF HEALTHCARE PRODUCTS, INCLUDING INTERVIEWS WITH LEADERS AND TOPICAL SUMMARIES FROM EDUCATIONAL EVENTS. IT IS PUBLISHED MONTHLY. 1202294 1375424 COLLABORATIVE STUDIES 1525497 1745168 15447952 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 39 0 52 1 1 1 1 CH IN JA SZ BE 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACK FOSTER CFO 2154426100 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 MARWAN FATHALLAH PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 878809 0 44302 JUNAID BAJWA CHAIR 2.50 0.00 X X 0 0 0 KIHITO TAKAHASHI IMMEDIATE PAST CHAIR 2.50 0.00 X X 0 0 0 JASON MONTELEONE TREASURER/SECRETARY 2.50 0.00 X X 0 0 0 TATYANA KOSHELEVA TREASURER/SECRETARY 2.50 0.00 X X 0 0 0 CHOCKALINGAM PALANIAPPAN DIRECTOR 1.25 0.00 X 0 0 0 PETER RONCO DIRECTOR 1.25 0.00 X 0 0 0 PETER HONIG DIRECTOR 1.25 0.00 X 0 0 0 ZILI LI DIRECTOR 1.25 0.00 X 0 0 0 DAVID MUKANGA DIRECTOR 1.25 0.00 X 0 0 0 SAHIR ALI DIRECTOR 1.25 0.00 X 0 0 0 RAJU KUCHERLAPATI DIRECTOR 1.25 0.00 X 0 0 0 TANIGUCHI TADAAKI DIRECTOR 1.25 0.00 X 0 0 0 PETER SORGER DIRECTOR 1.25 0.00 X 0 0 0 RACHEL ZHANG CHAIR-ELECT (TO 03/25) 1.25 0.00 X 0 0 0 JACK FOSTER CHIEF FINANCIAL OFFICER 40.00 0.00 X 361450 0 34678 ANIA MITAN SVP/MD, EMEAIS (TO 08/25) 40.00 0.00 X 278773 0 0 CARIE PIERCE SVP, GROWTH 40.00 0.00 X 248770 0 5199 TIM HESS GLOBAL HEAD OF BUS. & DIGITAL TECH. 40.00 0.00 X 266772 0 31173 KATIE HILL SVP/MD, GLOBAL PRODUCTS & PROF. EDUCATION 40.00 0.00 X 231561 0 14451 KATIE TRUONG SVP/MD, AMERICAS & GLOBAL HEAD OF BUSINESS OPS. 40.00 0.00 X 245608 0 12601 MARIA VASSILEVA CHIEF SCIENCE & REGULATORY OFFICER 40.00 0.00 X 287093 0 41229 JESSICA GETZ SENIOR DIRECTOR, GLOBAL MARKETING 40.00 0.00 X 180633 0 33935 PEDRO BARROCA VP & MANAGING DIRECTOR, EUROPE 40.00 0.00 X 210686 0 0 GREG SMITH SENIOR DIRECTOR, FINANCE & ACCOUNTING 40.00 0.00 X 208566 0 38008 JENNIFER ANDREE-WEBB DIRECTOR, LEARNING & CONTINUING EDUCATION 40.00 0.00 X 183642 0 41113 NICOLE SENG SENIOR MANAGER, FINANE & ACCOUNTING 40.00 0.00 X 187822 0 0 LINDA HEE JUNG KO ASSOC. DIR., BUSINESS DEV. 40.00 0.00 X 180942 0 34168 LORRAINE RISBOSKIN ASSOC DIR ANNUAL MEETING (TO 11/25) 40.00 0.00 X 160345 0 15369 4111472 0 346226 38 0 1 0 SOUND PRODUCTION & LIGHTING LLC 8111 ST LOUIS AVE STE 2F SKOKIE IL 60076 AV-TECHNICAL SUPPORT AT EVENTS 447493 MILES TECHNOLOGIES 100 MOUNT HOLLY BYPASS LUMBERTON NJ 08048 IT SERVICES 416912 CAPGEMINI AMERICA ING 79 FIFTH AVENUE NEW YORK NY 10003 IT SERVICES 205151 SRPRO MARKETING 16 HARISHONIM RD RAMAT HASHARON IS 47242 MARKETING SERVICES 191835 SB EXPOS & EVENTS PO BOX 600 WHITE MARSH MD 21162 EXHIBIT SALES COMMISSIONS 189433 20 5065 5065 MEETINGS AND WORKSHOPS 611710 12225310 12225310 TRAINING 611710 2441717 2441717 COLLABORATIVE STUDIES 611710 1375424 1375424 MEMBERSHIP DUES 900099 1260256 1260256 PUBLICATIONS 900004 369744 112031 257713 17672451 183046 183046 3291941 3199595 92346 92346 92346 EU ANNUAL MEETING 900099 164614 164614 164614 18117522 17414738 257713 440006 3407725 2555794 851931 5704920 4278690 1426230 282423 211817 70606 441596 331197 110399 620981 465736 155245 225497 169123 56374 184896 138672 46224 88544 88544 1683564 1329081 354483 2027169 1520377 506792 297116 222837 74279 969345 727009 242336 885959 664469 221490 220536 165402 55134 1191791 893843 297948 177842 177842 212203 159152 53051 55851 41888 13963 FOOD EXPENSE 1396669 1047502 349167 DUES & SUBSCRIPTIONS 231251 173438 57813 TRAINING & E-LEARNING 153401 115051 38350 HONORARIUM 131685 98764 32921 171261 138110 33151 20762225 15447952 5314273 0 829682 654744 677491 442497 757406 631697 642119 777603 992977 911893 2908936 2217625 796584 691311 7037978 5653917 1697953 1697953 9158121 11748786 22590311 23210401 2457619 2542175 4316263 4577910 3000000 3000000 7546802 9647331 17320684 19767416 X 7451275 6876540 -2181648 -3433555 5269627 3442985 22590311 23210401 X -2644703 722234 95827 X 0 1 X 1 0 X 2158372 61787 76471 6278 5065 2307973 13531724 18286195 21024406 19061317 17414738 89318380 15690096 18347982 21100877 19067595 17419803 91626353 5000 5000 2500 5000 17500 0 5000 5000 2500 5000 17500 91608853 245019 1233725 298283 255898 183046 2215971 35343 1484 36827 280362 1235209 298283 255898 183046 2252798 2360205 201719 49365 20768 164614 2796671 18330663 19784910 21448525 19344261 17767463 96675822 0.94760 0.89810 0.02330 0.02340 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EVENT CANCELLATION INSURANCE PROCEEDS - 2021 AMOUNT: $ 2,360,205. OTHER INCOME - 2024 AMOUNT: $ 4,495. REBATE - 2022 AMOUNT: $ 152,614. EXPIRED CREDITS - 2022 AMOUNT: $ 49,105. 2023 AMOUNT: $ 10,565. AWARDS REVENUE - 2023 AMOUNT: $ 38,800. EU ANNUAL MEETING - 2024 AMOUNT: $ 16,273. 2025 AMOUNT: $ 164,614. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 204177 43778 160399 2261437 2021630 239807 443322 152217 291105 691311 INVESTMENT IN SUBSIDIARY 1697953 F 1697953 DUE FROM AFFILIATES 9320859 TENANT SECURITY DEPOSITS 107226 RIGHT-OF-USE ASSETS 2230524 SECURITY DEPOSITS 90177 11748786 DUE TO AFFILIATES 6868029 LEASE LIABILITIES 2779302 9647331 X PART X, LINE 2: THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) 1 16 PROGRAM SERVICES MEETINGS & TRAININGS 2516138 SOUTH ASIA 1 4 PROGRAM SERVICES MEETINGS & TRAININGS 262551 EAST ASIA AND THE PACIFIC 3 17 PROGRAM SERVICES MEETINGS & TRAININGS 4665338 MIDDLE EAST AND NORTH AFRICA 0 0 MARKETING SERVICES 191835 5 37 0 0 5 37 7635862 0 7635862 1 0 1 0 0 0 FORM 5471: DIA HAS WORLDWIDE OPERATIONS HOUSED IN SEVERAL FOREIGN SUBSIDIARIES. X X 0 0 0 0 0 0 0 1 0 MARWAN FATHALLAH PRESIDENT & CHIEF EXECUTIVE OFFICER 694627 0 182250 0 1932 0 13800 0 30502 0 923111 0 0 0 JACK FOSTER CHIEF FINANCIAL OFFICER 326263 0 30412 0 4775 0 13051 0 21627 0 396128 0 0 0 MARIA VASSILEVA CHIEF SCIENCE & REGULATORY OFFICER 268173 0 18043 0 877 0 10727 0 30502 0 328322 0 0 0 TIM HESS GLOBAL HEAD OF BUS. & DIGITAL TECH. 238647 0 21592 0 6533 0 9546 0 21627 0 297945 0 0 0 ANIA MITAN SVP/MD, EMEAIS (TO 08/25) 247714 0 31059 0 0 0 0 0 0 0 278773 0 0 0 KATIE TRUONG SVP/MD, AMERICAS & GLOBAL HEAD OF BU 224292 0 20819 0 497 0 8598 0 4003 0 258209 0 0 0 CARIE PIERCE SVP, GROWTH 201927 0 46843 0 0 0 5199 0 0 0 253969 0 0 0 GREG SMITH SENIOR DIRECTOR, FINANCE & ACCOUNTIN 194144 0 13486 0 936 0 6012 0 31996 0 246574 0 0 0 KATIE HILL SVP/MD, GLOBAL PRODUCTS & PROF. EDUC 208885 0 21513 0 1163 0 5090 0 9361 0 246012 0 0 0 JENNIFER ANDREE-WEBB DIRECTOR, LEARNING & CONTINUING EDUC 173611 0 9208 0 823 0 6945 0 34168 0 224755 0 0 0 LINDA HEE JUNG KO ASSOC. DIR., BUSINESS DEV. 164834 0 14664 0 1444 0 0 0 34168 0 215110 0 0 0 JESSICA GETZ SENIOR DIRECTOR, GLOBAL MARKETING 171631 0 8649 0 353 0 3433 0 30502 0 214568 0 0 0 PEDRO BARROCA VP & MANAGING DIRECTOR, EUROPE 200104 0 10582 0 0 0 0 0 0 0 210686 0 0 0 NICOLE SENG SENIOR MANAGER, FINANE & ACCOUNTING 182365 0 5457 0 0 0 0 0 0 0 187822 0 0 0 LORRAINE RISBOSKIN ASSOC DIR ANNUAL MEETING (TO 11/25) 153554 0 4837 0 1954 0 6142 0 9227 0 175714 0 0 0 PART I, LINE 7 CERTAIN EMPLOYEES ARE ELIGIBLE FOR DISCRETIONARY BONUSES CONTINGENT ON MEETING INDIVIDUAL PERFORMANCE METRICS DURING THE YEAR AND THE ORGANIZATION'S GOALS AS A WHOLE. BONUSES ARE CONSIDERED ALONG WITH OTHER COMPENSATION TO ENSURE THAT ALL COMPENSATION PAYMENTS ARE REASONABLE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY DUES BUT HAVE NO OWNERSHIP INTEREST IN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT IS THEN JOINTLY REVIEWED BY THE PRESIDENT & GLOBAL CHIEF EXECUTIVE, THE CFO AND THE BOARD TREASURER/AUDIT & EVFINANCE COMMITTEE CHAIR. AFTER THIS REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT PERIODICALLY, MANAGEMENT AND THE BOARD EVALUATES EXISTING PAID VENDOR RELATIONSHIPS FOR GOODS AND/OR SERVICES. THEY ASSESS THE PARTIES INVOLVED AND THE RELATIONSHIPS BETWEEN THEM AND DIA. WHERE CONFLICTS WITH STANDING POLICY MAY DEVELOP OR EXIST, APPROPRIATE CORRECTIVE ACTIONS ARE TAKEN, UP TO AND INCLUDING REPLACEMENT OF THE VENDOR WITH A SUITABLE AND QUALIFIED SUBSTITUTE THAT POSES NO CONFLICT OF INTEREST. NEW VENDORS ARE EVALUATED TO DETERMINE IF POTENTIAL CONFLICTS EXIST BEFORE APPROVAL OF ANY PAID RELATIONSHIP IS GRANTED. EVERY YEAR, ALL BOARD MEMBERS COMPLETE AND SIGN A CERTIFICATION AS REQUIRED BY OUR CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER IS CONFLICTED OR THERE IS A POTENTIAL PERCEIVED CONFLICT, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM FURTHER DELIBERATIONS AND DECISION-MAKING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE COMPENSATION OF THE PRESIDENT/CEO TO ENSURE THEY ARE COMPLIANT WITH ALL APPLICABLE LAWS AND CONSISTENT WITH THE COMPENSATION POLICY. THIS INCLUDES SALARY, BENEFITS, BONUSES AND OTHER PAYMENTS MADE. THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. THE COMPENSATION OF ALL OTHER EMPLOYEES IS REVIEWED PERIODICALLY BY AN INDEPENDENT THIRD-PARTY. THE REVIEW PROCESS AND BASIS FOR COMPENSATION PACKAGES IS ADEQUATELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED ON WEBSITE ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION GAIN 95,827. DRUG INFORMATION ASSOCIATION LLC 800 ENTERPRISE ROAD SUITE 200 HORSHAM PA 19044 237311318 DRUG EDUCATION PA -243 1318219 DIA INC DIA GLOBAL HEALTHCARE LLC 800 ENTERPRISE ROAD SUITE 200 HORSHAM PA 19044 237311318 DRUG EDUCATION PA 0 443638 DIA INC DIA LEARNING LLC 800 ENTERPRISE ROAD SUITE 200 HORSHAM PA 19044 475438125 DRUG EDUCATION PA 925865 274108 DIA INC DIA EUROPE GMBH KUECHENGASSE 16 POSTAFACH BASEL SZ 4002 SCIENTIFIC ED SZ DIA INC C 10944 174121 1.00000 1 DIA E-LEARNING EUROPE GMBH KUECHENGASSE 16 POSTAFACH BASEL SZ 4002 SCIENTIFIC ED SZ DIA INC C -116 1.00000 1 DIA (BEIJING) HEALTHCARE INFORMATION GATEWAY PLAZA BEIJING CH SCIENTIFIC ED CH DIA GLOBAL HLTH C 4626622 1576994 1.00000 1 SH DIA JAPAN NIHONBASHI LIFE SCI BLDG 6F TOKYO JA SCIENTIFIC ED JA DIA LLC C 976100 3232681 1.00000 1 DIA (INDIA) PRIVATE LIMITED UNIT 250 TIMES SQUARE ANDHERI EAS MUMBAI IN SCIENTIFIC ED IN DIA INC C 140154 301531 1.00000 1 DIA SHANGHAI INFORMATION TECHNOLOGY COMPANY LIMITED SHANGHAI SHANGAHI CH SCIENTIFIC ED CH DIA INC C 533452 171077 1.00000 0 DRUG INFORMATION ASSOCIATION (DIA) BELGIUM RUE DU CALVAIRE 22 CHTELET BE 6200 SCIENTIFIC ED BE DIA INC C 494248 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0