SOCIETY OF BEHAVIORAL MEDICINE INC: Form 990, tax year 2023
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- Organization
- SOCIETY OF BEHAVIORAL MEDICINE INC (EIN 13-2984912)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202433109349301243
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T10:32:58-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390919055 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITZ HOLMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E KILBOURN AVE SUITE 550 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132984912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOCIETY OF BEHAVIORAL MEDICINE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCI | BusinessNameControlTxt |
| Phone | 4149183156 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 E WELLS ST 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023823 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEGAN MCVAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4142766445 | PhoneNum |
| Signature | 2024-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY L SOMMER | PreparerPersonNm |
| PTIN | P00273273 | PTIN |
| Phone | 4142711451 | PhoneNum |
| Preparation | 2024-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BERNARD FUEMMELER PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 E WELLS ST 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,828,693 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SBM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A MULTIDISCIPLINARY ORGANIZATION OF CLINICIANS, EDUCATORS, AND SCIENTISTS DEDICATED TO PROMOTING THE STUDY OF THE INTERACTIONS OF BEHAVIOR WITH BIOLOGY AND THE ENVIRONMENT, AND THE APPLICATION OF THAT KNOWLEDGE TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES, COMMUNITIES AND POPULATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $52,896 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $49,252 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $180,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $148,852 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,384,492 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,490,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,216,738 | PYInvestmentIncomeAmt |
| CY Investment Income | $73,910 | CYInvestmentIncomeAmt |
| PY Other Revenue | $113,465 | PYOtherRevenueAmt |
| CY Other Revenue | $54,755 | CYOtherRevenueAmt |
| PY Total Revenue | $2,895,425 | PYTotalRevenueAmt |
| CY Total Revenue | $1,767,849 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,350 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $47,450 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,325 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,375 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $19,497 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,659,567 | PYOtherExpensesAmt |
| CY Other Expenses | $1,820,891 | CYOtherExpensesAmt |
| PY Total Expenses | $1,703,242 | PYTotalExpensesAmt |
| CY Total Expenses | $1,872,716 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,192,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$104,867 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,839,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,362,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $399,827 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $418,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,439,353 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,944,354 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | A MULTIDISCIPLINARY ORGANIZATION OF CLINICIANS, EDUCATORS, AND SCIENTISTS DEDICATED TO PROMOTING THE STUDY OF THE INTERACTIONS OF BEHAVIOR WITH BIOLOGY AND THE ENVIRONMENT, AND THE APPLICATION OF THAT KNOWLEDGE TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES, COMMUNITIES AND POPULATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $698,004 | ExpenseAmt |
| Grant | $47,450 | GrantAmt |
| Revenue | $734,181 | RevenueAmt |
| Desc | ANNUAL MEETING: PROVIDES AN EXCELLENT OPPORTUNITY FOR ATTENDEES OF ALL EXPERIENCE LEVELS TO PARTICIPATE IN THE HIGHEST CALIBER OF PROFESSIONAL PROGRAMMING DEVOTED TO RESEARCH AND PRACTICE IN THE FIELD OF BEHAVIORAL MEDICINE. THE MEETING PROVIDES AN EDUCATION-PACKED SCIENTIFIC PROGRAM THAT ALLOWS ATTENDEES TO: UNDERSTAND THE ROLE OF BEHAVIORAL MEDICINE IN TODAYS CHANGING HEALTH CARE ENVIRONMENT, IDENTIFY RECENT ADVANCES IN BEHAVIORAL INTERVENTIONS FOR HEALTH IMPROVEMENT, DISCUSS NEW AND CUTTING-EDGE RESEARCH AND CLINICAL DATA ON INTERACTIONS BETWEEN HEALTH AND BEHAVIOR, EXAMINE STRATEGIES FOR THE APPLICATION OF EVIDENCE-BASED RESEARCH IN CLINICAL PRACTICE AND HEALTH PROGRAMS, EVALUATE NEW INTERDISCIPLINARY APPROACHES TO EDUCATION AND TRAINING IN BEHAVIORAL MEDICINE, AND EXCHANGE SCIENTIFIC IDEAS ON A CROSS-DISCIPLINARY LEVEL WITH COLLEAGUES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $118,955 | ExpenseAmt |
| Revenue | $198,275 | RevenueAmt |
| Desc | JOURNALS: ANNALS OF BEHAVIORAL MEDICINE AND TRANSLATIONAL BEHAVIORAL MEDICINE. PUBLISHES ORIGINAL EMPIRICAL ARTICLES ON BEHAVIORAL MEDICINE AND THE INTEGRATION OF BIOLOGICAL, PSYCHOSOCIAL, AND BEHAVIORAL FACTORS AND PRINCIPLES. TRANSLATIONAL BEHAVIORAL MEDICINE. A PEER-REVIEWED JOURNAL TO ENGAGE, INFORM, AND CATALYZE DIALOGUE BETWEEN THE RESEARCH, PRACTICE, AND POLICY COMMUNITIES ABOUT BEHAVIORAL MEDICINE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $40,337 | ExpenseAmt |
| Revenue | $44,400 | RevenueAmt |
| Desc | LEADERSHIP INSTITUTE: THE PURPOSE OF THE SBM LEADERSHIP INSTITUTE IS TO TURN PARTICIPANT FELLOWS INTO MORE EFFECTIVE LEADERS BY FOSTERING SELF-AWARENESS AND THE DEVELOPMENT OF LEADERSHIP SKILLS. THE YEAR-LONG INSTITUTE KICKS OFF WITH AN IN-PERSON, TWO-DAY WORKSHOP WHERE PARTICIPANT FELLOWS ATTEND SKILL-BUILDING SESSIONS. THEN, THROUGHOUT THE INSTITUTE YEAR, FELLOWS DEVELOP THEIR OWN SELF-IDENTIFIED LEADERSHIP PROJECTS, AND RECEIVE ONE-ON-ONE COACHING FROM PROFESSIONAL COACHES AND PEER-GROUP MENTORING FROM SBM LEADERS. PARTICIPANTS ASSESS AND DEEPEN INHERENT LEADERSHIP QUALITIES; ACQUIRE SKILLS SUCH AS MANAGING COLLABORATIVE TEAMS, INFLUENCING, AND MENTORING; CONNECT WITH OTHER MID-CAREER PROFESSIONALS WHO SHARE A DESIRE TO BECOME HIGHLY EFFECTIVE LEADERS; AND LEARN FROM AND BE MENTORED BY LEADERS IN THE FIELD OF BEHAVIORAL MEDICINE. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $108,854 | ExpenseAmt |
| Revenue | $515,335 | RevenueAmt |
| Desc | SPECIAL INTEREST GROUPS, ORGANIZATIONAL DUES, THE ORGANIZATIONAL WEBSITE, AND BOARD MEETINGS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $108,854 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $515,335 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $966,150 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142766445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS ST STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARGARET L SCHNEIDER PHD FSBM | ||||||
| PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SANDRA J WINTER PHD MHA | ||||||
| TREASURER/SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES JONASSAINT PHD MHS | ||||||
| MEMBER DELEGATE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNA BUSCEMI PHD | ||||||
| MEMBER DELEGATE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON MANNE PHD FSBM | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER FIGUEROA PHD MPH MSC | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIELLE ARIGO PHD LP | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUN MA MD PHD FAHA FSBM | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $4,375 | $0 | $0 | |
| BRIAN D GONZALEZ PHD | ||||||
| MEMBER DELEGATE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BERNARD FUEMMELER PHD MPH FSBM | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCHEREZADE K MAMA DRPH | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARIAN L FITZGIBBON PHD FSBM | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELLEN BECKJORD PHD MPH FSBM | ||||||
| PRESIDENT ELECT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID E CONROY PHD END 42023 | ||||||
| PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE L FITZPATRICK PHD END 4 | ||||||
| MEMBER DELEGATE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE MYERS PHD END 423 | ||||||
| COUNCIL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,375 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 E WELLS ST STE 1100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532023823 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MANAGEMENT | ServicesDesc |
| Compensation | $918,941 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $148,852 | AllOtherContributionsAmt |
| Total Contributions | $148,852 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 541900 | $630,891 | $630,891 |
| MEMBERSHIP DUES | 541900 | $545,742 | $545,742 |
| ROYALTY | 513120 | $111,330 | $111,330 |
| EDITORIAL REVENUE | 513120 | $86,945 | $86,945 |
| SPONSORSHIP | 541900 | $53,049 | $53,049 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $62,375 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,490,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $80,086 | TotalRevenueColumnAmt |
| Exclusion | $80,086 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $54,668 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,844 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,176 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,176 | TotalRevenueColumnAmt |
| Exclusion | -$6,176 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ONLINE ADVERTISING | 541800 | $52,896 | $52,896 | |
| MISCELLANEOUS | 561000 | $1,859 | $1,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $54,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,767,849 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,492,191 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $52,896 | UnrelatedBusinessRevenueAmt |
| Exclusion | $73,910 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,250 | TotalAmt |
| Program Services | $16,250 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,300 | TotalAmt |
| Program Services | $27,300 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,900 | TotalAmt |
| Program Services | $3,900 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,375 | TotalAmt |
| Program Services | $4,375 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,941 | TotalAmt |
| Program Services | $261,206 | ProgramServicesAmt |
| Management And General | $657,735 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,015 | TotalAmt |
| Management And General | $20,015 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,000 | TotalAmt |
| Management And General | $9,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,063 | TotalAmt |
| Program Services | $760 | ProgramServicesAmt |
| Management And General | $32,303 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,475 | TotalAmt |
| Program Services | $5,925 | ProgramServicesAmt |
| Management And General | $13,550 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,627 | TotalAmt |
| Program Services | $846 | ProgramServicesAmt |
| Management And General | $54,781 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,876 | TotalAmt |
| Program Services | $15,064 | ProgramServicesAmt |
| Management And General | $4,812 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,553 | TotalAmt |
| Program Services | $11,221 | ProgramServicesAmt |
| Management And General | $10,332 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,315 | TotalAmt |
| Program Services | $48,074 | ProgramServicesAmt |
| Management And General | $241 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,947 | TotalAmt |
| Program Services | $397,826 | ProgramServicesAmt |
| Management And General | $2,121 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,508 | TotalAmt |
| Program Services | $5,934 | ProgramServicesAmt |
| Management And General | $4,574 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EDITORIAL STIPENDS | $114,580 | $114,580 | ||
| BANK/CREDIT CARD FEES | $39,473 | $18,879 | $20,594 | |
| DUES & SUBSCRIPTIONS | $23,921 | $6,690 | $17,231 | |
| BUSINESS DEVELOPMENT | $19,778 | $281 | $19,497 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,819 | TotalAmt |
| Program Services | $27,039 | ProgramServicesAmt |
| Management And General | $39,780 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,872,716 | TotalAmt |
| Program Services | $966,150 | ProgramServicesAmt |
| Management And General | $887,069 | ManagementAndGeneralAmt |
| Fundraising | $19,497 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,334 | BOYAmt |
| EOY | $255,540 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $253,596 | BOYAmt |
| EOY | $91,949 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,495 | BOYAmt |
| EOY | $63,768 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,137 | BOYAmt |
| EOY | $81,140 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,977,618 | BOYAmt |
| EOY | $3,869,980 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,839,180 | BOYAmt |
| EOY | $4,362,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,884 | BOYAmt |
| EOY | $25,559 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,943 | BOYAmt |
| EOY | $392,464 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $399,827 | BOYAmt |
| EOY | $418,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,271,896 | BOYAmt |
| EOY | $3,748,918 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,457 | BOYAmt |
| EOY | $195,436 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,439,353 | BOYAmt |
| EOY | $3,944,354 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,839,180 | BOYAmt |
| EOY | $4,362,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$104,867 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $609,868 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $611,204 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $600,958 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $709,048 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $722,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $694,594 | CurrentTaxYearAmt |
| Total | $3,338,345 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $993,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $641,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $652,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $842,681 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $944,590 | CurrentTaxYearAmt |
| Total | $4,074,598 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,604,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,242,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,361,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,565,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,639,184 | CurrentTaxYearAmt |
| Total | $7,412,943 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,482 | CurrentTaxYearAmt |
| Total | $944,959 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,543 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $156,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,615 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,352 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,482 | CurrentTaxYearAmt |
| Total | $944,959 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $6,467,984 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,086 | CurrentTaxYearAmt |
| Total | $279,573 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,282 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $59,187 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,086 | CurrentTaxYearAmt |
| Total | $279,573 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,440 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,574 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $81,869 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,973 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,896 | CurrentTaxYearAmt |
| Total | $292,752 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,492 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,860 | CurrentTaxYearAmt |
| Total | $50,597 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,698,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,332,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,492,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,737,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,774,026 | CurrentTaxYearAmt |
| Total | $8,035,865 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82090 | PublicSupportPY509Pct |
| Investment Income CY | 0.03480 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02840 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | Yes (1) | PublicationsOrBroadcastInd |
| Publications Or Broadcast | $1,247 | PublicationsOrBroadcastAmt |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | Yes (1) | RalliesDemonstrationsInd |
| Rallies Demonstrations | $4,553 | RalliesDemonstrationsAmt |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $5,800 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SBM PUBLISHES HEALTH POLICY POSITION STATEMENTS AND SHARES THEM WITH LEGISLATORS AND THEIR AIDES. STATEMENTS ARE VETTED BY SBM'S POSITION STATEMENTS COMMITTEE AND APPROVED BY SBM'S EXECUTIVE COMMITTEE, AND COVER VARIOUS HEALTH TOPICS. LINE 1G - SBM DIRECTLY CONTACTS LEGISLATORS THROUGH VOLUNTEER AMBASSADORS THAT MEET OR EMAIL WITH LEGISLATIVE AIDES TO PROVIDE SCIENTIFIC EVIDENCE, POLICY POSITION STATEMENTS, AND OTHER EDUCATION TO INFORM HEALTH-RELATED LEGISLATION. LINE 1H - SBM PAYS EXPENSES FOR VOLUNTEER AMBASSADORS TO ATTEND RALLIES AND OTHER LOBBYING EVENTS ORGANIZED BY OTHER GROUPS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,344,654 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $609,868 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $609,868 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,734,786 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,063 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,063 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,767,849 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,839,653 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,839,653 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,063 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,063 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,872,716 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SOCIETY OF BEHAVIORAL MEDICINE, INC. OPERATES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY. HOWEVER, INCOME FROM THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2023, WAS $14,776. THE ORGANIZATION PAID IN A TAX DEPOSIT OF $19,770 DURING THE YEAR RESULTING IN A PROBABLE REFUND OF $4,994 OF FEDERAL AND STATE TAX AS OF DECEMBER 31, 2023. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||
| PO BOX 980270 | RICHMOND | VA | 23298 | 546001758 | 501(C)(3) | $8,000 | $0 | FMV | AWARD |
| UNIVERSITY OF OREGON | |||||||||
| PO BOX 3237 | EUGENE | OR | 97403 | 866051042 | 501(C)(3) | $8,000 | $0 | FMV | AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ACHIEVEMENT AWARDS | GrantTypeTxt |
| Recipient | 64 | RecipientCnt |
| Cash Grant | $27,300 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | AWARDS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SBM HAS AN AWARDS COMMITTEE THAT OVERSEES THE AWARDS PROCESS. THE COMMITTEE SELECTS THE RECIPIENTS FOR THE DISTINGUISHED SCIENTIST AND EARLY CAREER INVESTIGATOR AWARDS. THE COMMITTEE ALSO REVIEWS AND APPROVES AWARDS SELECTED BY OTHER COMMITTEES. THEY PROVIDE RECOMMENDATIONS REGARDING THE AWARD POLICY. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | LINE 3 EXPLANATION - SBM CONTRACTS WITH EXECUTIVE DIRECTOR INC. (A FOR-PROFIT MANAGEMENT COMPANY) TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD COSTS. |
| FORM 990, PART VI, SECTION A, LINE 6 | LINE 6 EXPLANATION - THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | LINE 7A EXPLANATION - YES, THE ORGANIZATION HAS MEMBERS, WHO ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | LINE 7B EXPLANATION - ANY BYLAW CHANGES MUST BE VOTED ON AND APPROVED BY THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11B EXPLANATION - THE FINANCE COMMITTEE IS PROVIDED WITH A COPY OF A DRAFT 990 FOR APPROVAL. THE 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND ANY STAFF WITH AUTHORITY TO MAKE OR INFLUENCE DECISIONS (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) SHALL REVIEW THE SOCIETY'S "CONFLICT OF INTEREST AND DISCLOSURE POLICY, AND , AS DIRECTED IN THAT POLICY, DISCLOSE ANY MATTERS BELIEVED TO CONSTITUTE AN ACTUAL OR PERCEIVED CONFLICT. AFTER SUCH DISCLOSURES ARE MADE, THE EXECUTIVE DIRECTOR SHALL BRING THEM TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OR FULL BOARD, WHERE A VOTE AS TO WHETHER AN ACTUAL OR PERCEIVED CONFLICT EXISTS SHALL BE DECIDED BY THE MAJORITY; SUCH VOTING SHALL EXCLUDE THE VOTE OF THE INDIVIDUAL WHO HAS MADE THE DISCLOSURE IN QUESTION. FOR ANY AND ALL DISCLOSURES THAT ARE DETERMINED TO CONSTITUTE ACTUAL OR PERCEIVED CONFLICT, THE EXECUTIVE COMMITTEE OR BOARD SHALL DETERMINE HOW TO MANAGE OR RESOLVE THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | SBM IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATED, A FOR-PROFIT MANAGEMENT COMPANY. SBM HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO SBM ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SBM ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. SBM ALSO DOESN'T HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | SBM'S 990 & 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SBM'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST. |