2025-04-20T18:29:47-05:00 2024-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-07-01 521419397 AMERICAN SOCIETY OF HUMAN GENETICS AMER 3016347300 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 AMANDA PERL CHIEF EXECUTIVE OFFICER 3016347300 2025-04-20 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z AMANDA PERL 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 23960535 0 X WWW.ASHG.ORG X 1985 MD SEE PART III, LINE 1. 17 16 37 180 18000 13396 653253 769509 5592629 7018302 1596327 1567262 1727086 1786859 9569295 11141932 232289 148427 0 0 4168560 4211896 0 0 36300 5279508 5204366 9680357 9564689 -111062 1577243 22513818 24313673 4682352 4267288 17831466 20046385 X TO ADVANCE HUMAN GENETICS AND GENOMICS IN SCIENCE, HEALTH, AND SOCIETY, THROUGH EXCELLENCE IN RESEARCH, EDUCATION, AND ADVOCACY. 0 0 3415883 6035 5735151 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. 1002819 5003 1648846 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. 856207 4574 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. 208913 1 EDUCATION 379395 128258 1007571 PROGRAM AWARDS 891629 2003 FELLOWSHIPS AND PUBLIC POLICY 218599 2549 HUMAN GENETICS SCHOLAR INITIATIVE 393957 2 GENOMIC WORKFORCE DIVERSITY AND INCLUSION 388420 2 DIGITAL PROGRAMMING 2480913 132815 1007571 7755822 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 80 0 1 37 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 1 1 0 0 CA FL MD MA MI MN NY NC PA TN WA X VALENTINA NLEMADIN 2408332012 6120 EXECUTIVE BOULEVARD 500 ROCKVILLE MD 20852 MONA V MILLER CEO (UNTIL 12/31/2023) 40.00 X X 565588 0 56535 BRUCE GELB PRESIDENT 2.00 X X 0 0 0 SARA TISKOFF PRESIDENT-ELECT 1.00 X X 0 0 0 BRENDAN LEE PAST PRESIDENT 1.00 X X 0 0 0 HEATHER MEFFORD SECRETARY 1.00 X X 0 0 0 WENDY CHUNG TREASURER 1.00 X X 0 0 0 SUE SLAUGENHAUPT PAST TREASURER 1.00 X X 0 0 0 YVONNE BOMBARD DIRECTOR 1.00 X 0 0 0 JOSEPH GLEESON DIRECTOR 1.00 X 0 0 0 CHRIS GUNTER DIRECTOR 1.00 X 0 0 0 OPHIR KLEIN DIRECTOR 1.00 X 0 0 0 CHRISTINE ENG DIRECTOR 1.00 X 0 0 0 BRUCE KORF DIRECTOR & JOURNAL EDITOR 20.00 X 65602 0 0 REBECCA MEYER-SCHUMAN DIRECTOR 1.00 X 0 0 0 KRYSTAL TSOSIE DIRECTOR 1.00 X 0 0 0 WENDY UHLMANN DIRECTOR 1.00 X 0 0 0 DIGNA VELEZ EDWARDS DIRECTOR 1.00 X 0 0 0 SCOTT WILLIAMS DIRECTOR 1.00 X 0 0 0 MARIE TERNIEDEN CHIEF OPERATING OFFICER 40.00 X 159245 0 13789 KARA FLYNN SR. DIR. PUBLIC ENG., COMMS, MKTG 40.00 X 183319 0 24082 CHAZEMAN JACKSON SR. DIR. OF DEI 40.00 X 183061 0 24035 CARRIE MORIN DIR. MEMBERSHIP & INDUSTRY 40.00 X 143359 0 20487 MEGAN MITZELFELT DIR. ADVANCEMENT & DATA STRATEGY 40.00 X 133061 0 12631 ALISSA ORTMAN DIR. DIGITAL LEARNING & PROF. DEV. 40.00 X 131970 0 23691 SARA GLADDEN DIRECTOR, SCIENTIFIC PUBLICATIONS 40.00 X 126432 0 29667 PAULINE MINHINNETT FORMER COO 40.00 X 162276 0 14841 1853913 0 219758 9 1 1 0 FREEMAN 901 7TH STREET NW 4TH FLOOR WASHINGTON DC 20001 VIRTUAL MEETING PLATFORM SERVICES 795520 WASHINGTON CONVENTION CENTER 801 MT VERNON PLACE NW WASHINGTON DC 20001 HOSPITALITY AND CATERING SERVICES 270135 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING & HR SERVICES 228031 INTERNATIONAL TRADE CENTER 1300 PENNSYLVANIA AVE NW WASHINGTON DC 20004 HOSPITALITY AND CATERING SERVICES 181875 MARRIOTT BUSINESS SERVICES 965 HAWKS LANDING DR LOUISVILLE TN 37777 HOSPITALITY AND CATERING SERVICES 176589 9 389751 379758 769509 ANNUAL MEETING 900099 5992731 5735151 257580 MEMBERSHIP DUES 900099 1007571 1007571 JOURNAL 900099 18000 18000 7018302 602332 602332 1630846 1630846 13783533 12818603 964930 964930 964930 MISCELLANEOUS 900099 156013 156013 156013 11141932 8373568 18000 1980855 X 110727 110727 37700 37700 945045 934521 10524 521074 208430 312644 2079144 1608298 468882 1964 194582 144733 49694 155 218209 165434 52389 386 253842 196338 56668 836 69675 23706 45969 140474 140474 109814 109814 1667488 1328435 333484 5569 131801 131801 176731 166918 7401 2412 288404 245295 39620 3489 206055 177016 28617 422 285879 265760 12414 7705 1515553 1501775 12501 1277 51144 1161 49978 5 68044 58520 9386 138 EQUIPMENT RENTAL 240108 206272 33344 492 CREDIT CARD FEES 160130 158184 1017 929 FASEB DUES 51310 51310 MEMBERSHIP & PROF. DEV. 36475 34665 1784 26 5281 -1177 6487 -29 9564689 7755822 1772567 36300 1092098 1286828 335769 989140 265428 25000 47834 82270 400006 483160 577249 316271 312122 260978 18878010 20319763 1182551 866534 22513818 24313673 446872 375664 2461303 2508420 1774177 1383204 4682352 4267288 X 17798966 20015385 32500 31000 17831466 20046385 22513818 24313673 1577243 637676 0 X 0 1 X 1 0 X 252071 1193847 1046796 653253 769509 3915476 5754498 3256482 3317987 5325268 6742722 24396957 6006569 4450329 4364783 5978521 7512231 28312433 0 0 0 28312433 1984048 1759251 2360791 2311115 2233178 10648383 1984048 1759251 2360791 2311115 2233178 10648383 93310 61375 22526 4500 13396 195107 35000 1322102 128332 117958 156013 1759405 8118927 7593057 6876432 8412094 9914818 40915328 0.69200 0.68380 0.26030 0.26730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 562604 302001 260603 14645 14270 375 260978 OPERATING LEASE LIABILITY 1383204 1383204 11669794 637676 637676 11032118 109814 109814 11141932 9454875 0 9454875 109814 109814 9564689 1 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 4900 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 9750 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 950 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 7000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 15100 0 0 0 0 0 0 37700 0 37700 AWARDS EAST ASIA AND THE PACIFIC 7 4900 WIRE AWARDS EUROPE 11 9750 WIRE AWARDS MIDDLE EAST AND NORTH AFRICA 3 7000 WIRE AWARDS NORTH AMERICA 3 950 WIRE AWARDS SOUTH ASIA 6 15100 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 ARE NOT MONITORED WHEN THE AWARDEES RESIDE OUTSIDE THE UNITED STATES. 1 AWARDS 73 126720 RETURN OF UNUSED GRANT FUNDS 0 -15993 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 0 0 0 0 0 0 0 1 0 MONA V MILLER CEO (UNTIL 12/31/2023) 514204 0 0 0 51384 0 37849 0 18686 0 622123 0 0 0 KARA FLYNN SR. DIR. PUBLIC ENG., COMMS, MKTG 181319 0 2000 0 0 0 14578 0 9504 0 207401 0 0 0 CHAZEMAN JACKSON SR. DIR. OF DEI 181061 0 2000 0 0 0 14627 0 9408 0 207096 0 0 0 PAULINE MINHINNETT FORMER COO 138537 0 2000 0 21739 0 11052 0 3789 0 177117 0 0 0 MARIE TERNIEDEN CHIEF OPERATING OFFICER 151745 0 7500 0 0 0 6800 0 6989 0 173034 0 0 0 CARRIE MORIN DIR. MEMBERSHIP & INDUSTRY 141659 0 1700 0 0 0 11483 0 9004 0 163846 0 0 0 SARA GLADDEN DIRECTOR, SCIENTIFIC PUBLICATIONS 125432 0 1000 0 0 0 10988 0 18679 0 156099 0 0 0 ALISSA ORTMAN DIR. DIGITAL LEARNING & PROF. DEV. 130270 0 1700 0 0 0 10109 0 13582 0 155661 0 0 0 PART I, LINE 7 MERIT-BASED BONUS COMPENSATION WAS PAID TO THE FOLLOWING INDIVIDUALS: - KARA FLYNN $2,000 - CHAZEMAN JACKSON $2,000 - PAULINE MINHINNETT $2,000 - MARIE TERNIEDEN $7,500 - CARRIE MORIN $1,700 - MEGAN MITZELFELT $1,700 - ALISSA ORTMAN $1,700 - SARA GLADDEN $1,000 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. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED INTERNALLY BY THE DIRECTOR OF FINANCE, CHIEF OPERATIONS OFFICER AND CHIEF EXECUTIVE OFFICER. 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 DECEMBER 2023. 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 AND OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G STIPENDS: PROGRAM SERVICE EXPENSES 153,784. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 153,784. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,173,653. MANAGEMENT AND GENERAL EXPENSES 62,323. FUNDRAISING EXPENSES 5,569. TOTAL EXPENSES 1,241,545. PERSONNEL OFFICE SERVICES: PROGRAM SERVICE EXPENSES 998. MANAGEMENT AND GENERAL EXPENSES 271,161. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 272,159.