2024-11-06T14:04:43-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 237311318 DRUG INFORMATION ASSOCIATION INC DRUG 2154426100 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 JACK FOSTER CFO 2154426100 2024-11-06 1 0 X KERRI N BOGDA CPA P00760402 7177404863 2024-11-06 2023 2024-10-15 13:58:12Z MARWAN FATHALLAH 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 27101401 0 X WWW.DIAGLOBAL.ORG X 1964 MD DIA PROVIDES INFORMATION TO FOSTER WORLDWIDE INNOVATIVE HEALTH OUTCOMES. 14 14 74 2500 413255 0 61787 76471 18286195 21437361 1309073 377131 201719 49365 19858774 21940328 154049 0 0 0 10423487 11893756 0 0 0 11743488 11125600 22321024 23019356 -2462250 -1079028 24485219 23691852 17457280 16813883 7027939 6877969 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 12650943 0 15817605 DIA PROVIDES PROGRAMS TO DEVELOP, STRENGTHEN, AND SUPPORT COLLABORATION WITH POLICY MAKERS, INDUSTRY REPRESENTATIVES, PUBLIC HEALTH AUTHORITIES, ACADEMIA AND OTHER HEALTHCARE STAKEHOLDERS. 2965557 0 3707867 IN 2023 DIA HELD MORE THAN 168 MEETINGS AND WORKSHOPS WORLDWIDE. DIA ATTRACTED OVER 26,000 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 4,000 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 989 PARTICIPANTS. THE JAPAN ANNUAL MEETING, SINGAPORE ANNUAL MEETING AND CHINA ANNUAL MEETING HAD 502, 172 AND 6,300 PARTICIPANTS, RESPECTIVELY. 1030352 0 1288260 LEARNING: WITH AN ONGOING 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 2023, DIA HAD 2,113 ELEARNERS INCLUDING BOTH INDIVIDUALS AND GROUPS. IN ADDITION THERE WERE 76 TRAINING COURSES HELD GLOBALLY WITH 3,073 PARTICIPANTS TRAINED THROUGH THESE ONLINE TRAINING COURSES. 498780 0 623629 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. 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SOLUTIONS 40.00 0.00 X 249390 0 18480 KATIE TRUONG GLOBAL HEAD OF BUSINESS OPERATIONS 40.00 0.00 X 230663 0 16643 CARIE PIERCE SVP, GROWTH 40.00 0.00 X 170493 0 11276 OZGUR KARA ASSOCIATE DIRECTOR, FINANCE - EMEAI 40.00 0.00 X 220969 0 20093 ALEXANDER ELDRIDGE SR. IT PROJECT MANAGER 40.00 0.00 X 171147 0 11462 JENNIFER ANDREE-WEBB GLOBAL ASSOC. DIR., LEARNING & CONTINUING ED. 40.00 0.00 X 159807 0 37140 COURTNEY GRANVILLE GLOBAL HEAD OF SCIENCE (UNTIL 12/23) 40.00 0.00 X 210259 0 17795 LINDA HEE JUNG KO ASSOC. 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REBATE - 2022 AMOUNT: $ 152,614. EXPIRED CREDITS - 2022 AMOUNT: $ 49,105. 2023 AMOUNT: $ 10,565. AWARDS REVENUE - 2023 AMOUNT: $ 38,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1991430 1632093 359337 539772 141484 398288 757625 INVESTMENT IN SUBSIDIARY 1697953 F 1697953 DUE FROM AFFILIATES 6869434 TENANT SECURITY DEPOSITS 72031 RIGHT-OF-USE ASSETS 257027 SECURITY DEPOSITS 85826 7284318 DUE TO AFFILIATES 5293778 LEASE LIABILITIES 257027 5550805 X PART X, LINE 2: THE ASSOCIATION FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS MORE-LIKELY-THAN-NOT TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. EUROPE (INCLUDING ICELAND & GREENLAND) 1 19 PROGRAM SERVICES MEETINGS & TRAININGS 4776600 SOUTH ASIA 1 3 PROGRAM SERVICES MEETINGS & TRAININGS 156807 EAST ASIA AND THE PACIFIC 3 19 PROGRAM SERVICES MEETINGS & TRAININGS 5447947 5 41 0 0 5 41 10381354 0 10381354 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 598496 0 50000 0 0 0 13800 0 26038 0 688334 0 0 0 ANIA MITAN SVP/MD, EMEAIS 347803 0 54028 0 0 0 32011 0 0 0 433842 0 0 0 BARBARA LOPEZ KUNZ GLOBAL CHIEF EXECUTIVE (UNTIL 03/23) 203921 0 211124 0 1539 0 5968 0 0 0 422552 0 0 0 ANNA MCDERMOTT-VITAK SVP & MANAGING DIRECTOR AMERICAS 306598 0 44135 0 0 0 0 0 30847 0 381580 0 0 0 JACK FOSTER CHIEF FINANCIAL OFFICER 293331 0 38659 0 0 0 11902 0 20456 0 364348 0 0 0 TIM HESS VICE PRESIDENT, IT 231455 0 38103 0 0 0 9503 0 20645 0 299706 0 0 0 KATIE HILL VP, LEARNING & DIG. SOLUTIONS 220576 0 28814 0 0 0 8912 0 9568 0 267870 0 0 0 KATIE TRUONG GLOBAL HEAD OF BUSINESS OPERATIONS 212491 0 18172 0 0 0 7474 0 9169 0 247306 0 0 0 OZGUR KARA ASSOCIATE DIRECTOR, FINANCE - EMEAI 210276 0 10693 0 0 0 20093 0 0 0 241062 0 0 0 COURTNEY GRANVILLE GLOBAL HEAD OF SCIENCE (UNTIL 12/23) 193076 0 17183 0 0 0 7837 0 9958 0 228054 0 0 0 JENNIFER ANDREE-WEBB GLOBAL ASSOC. DIR., LEARNING & CONTI 148133 0 11674 0 0 0 6293 0 30847 0 196947 0 0 0 LINDA HEE JUNG KO ASSOC. DIR., BUSINESS DEV. 144795 0 10124 0 0 0 0 0 30847 0 185766 0 0 0 ALEXANDER ELDRIDGE SR. IT PROJECT MANAGER 159655 0 10566 0 926 0 5636 0 5826 0 182609 0 0 0 CARIE PIERCE SVP, GROWTH 160493 0 10000 0 0 0 6400 0 4876 0 181769 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 WHO DO NOT HAVE VOTING RIGHTS. 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/FINANCE 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 ALL UPPER MANAGEMENT LEVEL EMPLOYEES 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 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. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION GAIN 7,059. TRANSFER TO AFFILIATE -51,214. 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