2024-03-01T15:04:28-06:00 2023-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2022-07-01 521419397 AMERICAN SOCIETY OF HUMAN GENETICS AMER 3016347300 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 MARIE TERNIEDEN INTERIM CEO/COO 3016347300 2024-03-01 1 MARIE TERNIEDEN 999009999 0 RICHARD J LOCASTRO CPA P00288314 3019519090 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARIE TERNIEDEN 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 13279269 0 X WWW.ASHG.ORG X 1985 MD SEE PART III, LINE 1. 17 15 37 180 7065 4500 1046796 653253 3392842 5592629 783589 1596327 1681856 1727086 6905083 9569295 160293 232289 0 0 3997288 4168560 0 0 252902 3004037 5279508 7161618 9680357 -256535 -111062 21022392 22513818 2727140 4682352 18295252 17831466 X TO ADVANCE HUMAN GENETICS AND GENOMICS IN SCIENCE, HEALTH, AND SOCIETY, THROUGH EXCELLENCE IN RESEARCH, EDUCATION, AND ADVOCACY. 0 0 3562533 39256 4361044 ANNUAL MEETING - THE SOCIETY ORGANIZES A MEETING, ATTENDED BY MEMBERS, STUDENTS, AND OTHERS WHO HAVE A COMMON INTEREST IN RECENT DEVELOPMENTS AND RESEARCH IN THE FIELD OF GENETICS AND GENOMICS. 1034606 4800 MARKETING AND COMMUNICATION - ASHG'S MARKETING AND COMMUNICATIONS, OR MARCOMM, FUNCTION USES A COMBINATION OF CHANNELS AND TOOLS TO COMMUNICATE WITH GENETICISTS, THE GENERAL PUBLIC, POLICYMAKERS, THE MEDIA AND OTHER STAKEHOLDERS FOR THE PURPOSE OF BRAND AWARENESS, SALES, ADVERTISING AND PROMOTIONS. 859649 5000 1616193 JOURNAL AND OTHER PROFESSIONAL PUBLICATIONS - THE SOCIETY PROVIDES A MONTHLY JOURNAL ENTITLED THE AMERICAN JOURNAL OF HUMAN GENETICS, THAT KEEPS MEMBERS AND OTHER SUBSCRIBERS ABREAST OF CURRENT RESEARCH AND TRENDS IN THE FIELD OF GENETICS AND GENOMICS. 226034 EDUCATION 440573 140650 964224 PROGRAM AWARDS 513596 30000 FELLOWSHIPS AND PUBLIC POLICY 248827 12583 HUMAN GENETICS SCHOLAR INITIATIVE 699772 GENOMIC WORKFORCE DIVERSITY AND INCLUSION 631051 DIGITAL PROGRAMMING 2759853 183233 964224 8216641 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 15 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 1 1 1 0 0 CA FL MD MA MI MN NY NC PA TN WA X JULIE L JONES 2022274223 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 MONA V MILLER CHIEF EXECUTIVE OFFICER 40.00 X X 437373 0 75395 BRENDAN LEE PRESIDENT 2.00 X X 0 0 0 BRUCE GELB PRESIDENT-ELECT 1.00 X X 0 0 0 CHARLES ROTIMI PAST PRESIDENT 1.00 X X 0 0 0 HEATHER MEFFORD SECRETARY 1.00 X X 0 0 0 SUSAN SLAUGENHAUPT TREASURER 1.00 X X 0 0 0 WENDY CHUNG TREASURER-ELECT 1.00 X X 0 0 0 BRUCE KORF JOURNAL EDITOR 20.00 X 61920 0 0 CHRIS GUNTER DIRECTOR 1.00 X 0 0 0 CLAUDIA GONZAGA-JAUREGUI DIRECTOR 1.00 X 0 0 0 DIGNA VELEZ-EDWARDS DIRECTOR 1.00 X 0 0 0 EBONY SHAH-WILLIAMS DIRECTOR 1.00 X 0 0 0 JOE GLEESON DIRECTOR 1.00 X 0 0 0 KIRAN MUSUNURU DIRECTOR 1.00 X 0 0 0 OPHIR KLEIN DIRECTOR 1.00 X 0 0 0 WENDY UHLMANN DIRECTOR 1.00 X 0 0 0 YVONNE BOMBARD DIRECTOR 1.00 X 0 0 0 PAULINE MINHINNETT CHIEF OPERATING OFFICER 40.00 X 192425 0 25237 DEREK SCHOLES SR. DIR. OF POLICY (UNTIL 7/31/22) 40.00 X 213757 0 27798 KARA FLYNN SENIOR DIRECTOR OF MARKETING 40.00 X 172538 0 23464 CHAZEMAN JACKSON SENIOR DIRECTOR OF DEI 40.00 X 164032 0 21945 SHELLEY RENN DIRECTOR OF MEETINGS (UNTIL 12/8/22) 40.00 X 134067 0 18320 SARA GLADDEN DIRECOT OF SCIENTIFIC PUBLICATIONS 40.00 X 118675 0 28759 CARRIE MORIN DIR. MEMBERSHIP & INDUSTRY ENG. 40.00 X 120447 0 18896 ALISSA ORTMAN DIR. DIGITAL LEARNING & PROF. DEV. 40.00 X 116975 0 17548 MEGAN MITZELFELT DIR. ADVANCEMENT & DATA STRATEGY 40.00 X 105975 0 10810 1838184 0 268172 10 0 1 0 FREEMAN PO BOX 650036 DALLAS TX 75265 VIRTUAL MEETING PLATFORM SERVICES 1169398 LEVY RESTAURANTS 980 N MICHIGAN AVE SUITE 500 CHICAGO IL 60611 HOSPITALITY AND CATERING SERVICES 399207 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 349233 LEWIS-BURKE 440 1ST STREET NW SUITE 700 WASHINGTON DC 20001 ADVOCACY 147500 MARRIOTT BUSINESS SERVICES 965 HAWKS LANDING DR LOUISVILLE TN 37777 HOSPITALITY, ADV. AND CATERING SERVICES 130538 6 153744 499509 653253 ANNUAL MEETING 900099 4621340 4361044 260296 MEMBERSHIP DUES 900099 964224 964224 JOURNAL 900099 7065 7065 5592629 701987 701987 1609128 1609128 4604314 3709974 894340 894340 894340 MISCELLANEOUS 900099 117958 117958 117958 9569295 6934396 7065 1974581 X 35527 35527 105601 105601 91161 91161 1435198 954797 313054 167347 2108689 1930382 169731 8576 156880 155921 881 78 251277 214917 29445 6915 216516 178384 28111 10021 37215 2772 29366 5077 228441 228441 102718 102718 1812032 1632827 168720 10485 70490 70490 77659 65979 3654 8026 376277 338923 22198 15156 191057 157408 24806 8843 452063 435419 9405 7239 1463477 1462051 1051 375 51144 51144 28361 23487 3593 1281 UBI TAXES 3435 3435 CREDIT CARD FEES 169929 161007 8046 876 EQUIPMENT RENTAL 77106 72600 2928 1578 MEMBERSHIP & PROF. DEV. 54555 51158 2504 893 83549 75830 7583 136 9680357 8216641 1210814 252902 1254706 1092098 492627 335769 101896 265428 14093 47834 315538 400006 577249 265127 363266 312122 18480266 18878010 0 1182551 21022392 22513818 443688 446872 1623856 2461303 659596 1774177 2727140 4682352 X 18252189 17798966 43063 32500 18295252 17831466 21022392 22513818 -111062 -352724 0 X 0 1 X 1 0 X 209422 252071 1193847 1046796 653253 3355389 5482291 5754498 3256482 3317987 5325268 23136526 5691713 6006569 4450329 4364783 5978521 26491915 0 0 0 26491915 1940994 1984048 1759251 2360791 2311115 10356199 1940994 1984048 1759251 2360791 2311115 10356199 97183 93310 61375 22526 4500 278894 10740 35000 1322102 128332 117958 1614132 7740630 8118927 7593057 6876432 8412094 38741140 0.68380 0.66060 0.26730 0.28330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 562604 252357 310247 14645 12770 1875 312122 DEFERRED COMPENSATION INVESTMENT 173248 RIGHT-OF-USE ASSET 1009303 1182551 DEFERRED COMPENSATION 173248 OPERATING LEASE LIABILITY 1600929 1774177 X 9113853 -352724 -352724 9466577 102718 102718 9569295 9577639 0 9577639 102718 102718 9680357 PART X, LINE 2: FOR THE YEAR ENDED JUNE 30, 2023, ASHG HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10200 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 36836 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2400 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 6000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 26625 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 6000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 3100 0 0 0 0 0 0 91161 0 91161 AWARDS EAST ASIA AND THE PACIFIC 3 10200 WIRE AWARDS EUROPE 6 36836 WIRE AWARDS MIDDLE EAST AND NORTH AFRICA 2 6000 WIRE AWARDS NORTH AMERICA 1 2400 WIRE AWARDS SOUTH ASIA 2 6000 WIRE AWARDS SUB-SAHARAN AFRICA 5 26625 WIRE AWARDS RUSSIA AND NEIGHBORING STATES 1 3100 WIRE 0 0 0 0 0 0 PART I, LINE 2: THE DEVELOPING COUNTRIES AWARDS ARE ONLY TO AWARDEES, AFTER THEY ATTEND THE MEETING AND ARE MEANT TO COVER THE AWARDEE'S TRAVEL EXPENSES. THE OTHER AWARDS, SUCH AS THE EPSTEIN AWARDS, DNA DAY AWARDS AND TEEN GENES AWARDS, ARE NOT MONITORED WHEN THE AWARDEES RESIDE OUTSIDE THE UNITED STATES. PART III ACCOUNTING METHOD: 1 AWARDS 69 105601 PART I, LINE 2: IF FUNDS ARE DISTRIBUTED TO AN ENTITY AS GENERAL SUPPORT, THE PURPOSE OF THE ENTITY IS ANALYZED TO DETERMINE IF THE STRATEGIC GOALS OF THE ENTITY ARE ALIGNED WITH ASHG. IF THE GRANTS ARE GIVEN FOR A SPECIFIC PURPOSE, GRANT PROCEDURES MUST BE FOLLOWED THAT INCLUDE BUT ARE NOT LIMITED TO SUBSTANTIATION OF EXPENDITURES, WRITTEN PROPOSALS DESCRIBING PURPOSE OF REQUEST, AND BUDGET SUBMISSIONS FOR PROPOSALS. X X X 1 0 0 0 0 0 0 0 0 MONA V MILLER CHIEF EXECUTIVE OFFICER 437373 0 0 0 0 0 57081 0 18314 0 512768 0 0 0 DEREK SCHOLES SR. DIR. OF POLICY (UNTIL 7/31/22) 110654 0 0 0 103103 0 11738 0 16060 0 241555 0 0 0 PAULINE MINHINNETT CHIEF OPERATING OFFICER 192425 0 0 0 0 0 16317 0 8920 0 217662 0 0 0 KARA FLYNN SENIOR DIRECTOR OF MARKETING 172538 0 0 0 0 0 14642 0 8822 0 196002 0 0 0 CHAZEMAN JACKSON SENIOR DIRECTOR OF DEI 164032 0 0 0 0 0 13925 0 8020 0 185977 0 0 0 SHELLEY RENN DIRECTOR OF MEETINGS (UNTIL 12/8/22) 122298 0 0 0 11769 0 10695 0 7625 0 152387 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS ARE REPORTED IN PART II, COLUMN (B)(III). FORM 990, PART VI, SECTION A, LINE 6 ASHG HAS THE FOLLOWING MEMBERSHIP CLASSES: REGULAR - OPEN TO ALL ELIGIBLE PERSONS. TRAINEE - OPEN TO POSTDOCTORAL FELLOWS, RESIDENTS, AND BONA FIDE STUDENTS. EARLY CAREER - OPEN TO PROFESSIONALS WHO HAVE COMPLETED TRAINING WITHIN THE LAST THREE YEARS. EMERITUS - OPEN TO ALL PERSON WHO HAVE RETIRED FROM THEIR POSITION OR PRACTICE WHO HAVE BEEN REGULAR MEMBERS FOR AT LEAST 5 YEARS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERSHIP ELECTS THE PRESIDENT-ELECT AND AT LEAST ONE-THIRD OF THE DIRECTORS ANNUALLY, BY BALLOT. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION REQUIRES DOCUMENTATION AND MINUTES TAKEN FOR ALL BOARD MEETINGS WHICH ARE GENERALLY HELD TWICE PER YEAR. MOST MAJOR DECISIONS AND POLICIES ARE DETERMINED AT THE BOARD MEETING, THE EXECUTIVE COMMITTEE, WHICH CONSISTS OF THE PRESIDENT, TREASURER, SECRETARY AND OTHER BOARD MEMBERS, MEET MONTHLY TO CARRY OUT THE DIRECTIVES OF THE BOARD. HOWEVER, THERE ARE NO MINUTES KEPT OF THE MONTHLY EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED INTERNALLY BY THE SENIOR DIRECTOR OF FINANCE AND OPERATIONS AND CHIEF EXECUTIVE OFFICER. THE TREASURER AND FINANCE COMMITTEE ALSO REVIEWED THE RETURN PRIOR TO FILLING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, BOARD MEMBER, THE JOURNAL EDITOR, THE CHIEF EXECUTIVE OFFICER, AND ANY MEMBER ACTING IN ANY WAY AS THE SOCIETY'S DESIGNATED REPRESENTATIVE SHALL FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. THE DISCLOSURE STATEMENTS FILED BY OFFICERS, BOARD MEMBERS, THE JOURNAL EDITOR, AND CANDIDATES FOR ANY OF THE AFORESAID SHALL BE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT. THE DISCLOSURE STATEMENTS FILED BY THE CHIEF EXECUTIVE OFFICER SHALL BE REVIEWED BY THE TREASURER. ANY INDIVIDUAL GOVERNED BY THE POLICY WHO BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST DURING HIS OR HER TENURE IN AN ASHG POSITION SHALL PROMPTLY (WITHIN 30 DAYS) DISCLOSE THE RELEVANT CIRCUMSTANCES TO THE CHIEF EXECUTIVE OFFICER AND THE PRESIDENT AND RECUSE HIMSELF OR HERSELF UNTIL THE MATTER HAS BEEN REVIEWED. ASHG EMPLOYEES ARE ALSO REQUIRED TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES THE HIRING AND COMPENSATION OF THE ASHG CHIEF EXECUTIVE OFFICER. THE BOARD OF DIRECTORS REVIEWS REGIONAL COMPENSATION SURVEYS TO DETERMINE A COMPETITIVE PRICE RANGE FOR THE POSITION. COMPENSATION AND PERFORMANCE ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. THE LAST COMPENSATION REVIEW TOOK PLACE NOVEMBER 2021. FOR OTHER OFFICERS AND KEY EMPLOYEES, REGIONAL COMPENSATION SURVEYS ARE REVIEWED FOR EACH POSITION TO DETERMINE A COMPETITIVE RANGE FOR THE POSITION. THE CHIEF EXECUTIVE OFFICER MAKES THE DECISION TO HIRE NEW OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ASHG'S CONFLICT OF INTEREST STATEMENT, CODE OF ETHICS, BY-LAWS, AUDITED FINANCIAL STATEMENTS, AND ANNUAL MEMBERSHIP MEETING MINUTES ARE AVAILABLE ON THE ASHG WEBSITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STIPENDS: PROGRAM SERVICE EXPENSES 105,373. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,373. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,527,454. MANAGEMENT AND GENERAL EXPENSES 26,045. FUNDRAISING EXPENSES 10,485. TOTAL EXPENSES 1,563,984. PERSONNEL OFFICE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 142,675. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 142,675.