2023-05-15T12:13:03-05:00 2022-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2021-07-01 952293816 SOCIETY FOR REPRODUCTIVE INVESTIGATION INC SOCI 4149189888 555 E WELLS STREET 1100 MILWAUKEE WI 53202 EMILY J SU MD MSCI SEC-TREASURER 4149189888 2023-05-15 1 EMILY SU MD MSCI 999009999 KATY L SOMMER P00273273 4142711451 2023-05-13 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z NANETTE SANTORO MD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 1952244 0 X WWW.SRI-ONLINE.ORG X 1953 DE ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH CARE THROUGH OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE AND BY TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS. ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH THROUGH (1) OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE (2) TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS (3) ADVOCACY TARGETING FUNDING AGENCIES, POLICY MAKERS, DONORS AND THE COMMUNITY AND, (4) PROMOTING WOMEN'S HEALTH GLOBALLY. 12 12 0 11 2775 1775 275175 195750 296088 1514865 41025 99296 6110 3350 618398 1813261 135000 237757 0 0 0 0 0 0 3000 451417 1802535 586417 2040292 31981 -227031 3292822 2434357 521718 249297 2771104 2185060 X ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH CARE THROUGH OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS ADVOCACY TARGETING FUNDING AGENCIES, POLICY MAKERS, DONORS AND THE COMMUNITY AND, PROMOTING WOMEN'S HEALTH GLOBALLY. 0 0 1471212 237757 ANNUAL SCIENTIFIC MEETING & SEMINARS: THE SRI ANNUAL MEETING WAS MOVED TO JULY, 2021 DUE TO COVID-19. THE SRI ANNUAL MEETING GATHERS LEADING SCIENTISTS AND CLINICAL INVESTIGATORS ANNUALLY TO SHARE CUTTING-EDGE INFORMATION IN REPRODUCTIVE SCIENCES AND WOMEN'S HEALTH. 73094 PUBLICATIONS: THE JOURNAL PROVIDES OB/GYN PROFESSIONALS WITH UPDATES IN THE FIELD OF REPRODUCTIVE INVESTIGATION. 286514 WEBSITE: PROVIDES RESOURCES TO MEMBERS OF THE ORGANIZATION AS WELL AS THE GENERAL PUBLIC. OTHER PROGRAM SERVICES: NEWSLETTER AND OUTREACH ACTIVITIES. 1830820 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 NANETTE F SANTORO MD PRESIDENT 1.00 X X 0 0 0 JAMES H SEGARS MD PAST PRESIDENT 1.00 X 0 0 0 CAROLE R MENDELSON PHD PRESIDENT ELECT 1.00 X X 0 0 0 STEPHEN G MATTHEWS PHD PRESIDENT NOM 1.00 X X 0 0 0 AYMAN AL-HENDY MD PHD DIRECTOR 1.00 X 0 0 0 AMY P MURTHA MD DIRECTOR 1.00 X 0 0 0 IRINA BURD MD PHD DIRECTOR 1.00 X 650 0 0 VIRGINIA D WINN MD PHD DIRECTOR 1.00 X 0 0 0 EMILY SU MD SEC-TREAS ELECT 1.00 X X 0 0 0 MALA MAHENDROO PHD DIRECTOR 1.00 X 0 0 0 DINO A GIUSSANI PHD SCD FRCOG DIRECTOR 1.00 X 0 0 0 GENEVIEVE NEAL-PERRY MD PHD VP 1.00 X X 0 0 0 PAUL ROZANCE MD SEC-TREAS 1.00 X X 0 0 0 650 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 MANAGEMENT SERVICES 334750 1 195750 195750 ANNUAL MEETING 541900 1172121 1172121 MEMBERSHIP DUES & ASSE 541700 209192 209192 JOURNAL INCOME 511120 133552 133552 1514865 54846 54846 183433 138983 44450 44450 44450 JOB POSTING INCOME 2775 2775 MISCELLANEOUS 575 575 3350 1813261 1559890 2775 54846 237757 237757 334750 197140 137610 594 594 6950 6950 19079 19079 75976 75976 21634 19620 2014 20828 20828 45139 45139 1235929 1232929 3000 7851 7851 BANK FEES 27399 25 27374 COGS 5000 5000 OTHER EXPENSES 1406 1406 2040292 1830820 206472 3000 368340 198264 500 15000 36122 46014 1911 1911 484087 265102 2401862 1908066 3292822 2434357 10077 7524 511641 241773 521718 249297 X 2334676 1815101 436428 369959 2771104 2185060 3292822 2434357 -227031 -359013 0 X 0 1 X 1 0 X 357877 410498 236030 471520 195750 1671675 811959 984693 620583 99743 1514865 4031843 1169836 1395191 856613 571263 1710615 5703518 0 156696 106924 34380 124350 168854 591204 156696 106924 34380 124350 168854 591204 5112314 87016 31398 53707 55118 54846 282085 750 850 2025 1175 4800 87766 32248 55732 56293 54846 286885 7171 20 4935 3350 15476 1257602 1434610 912365 632491 1768811 6005879 0.85120 0.84860 0.04780 0.05920 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 5,556. 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 4,935. 2021 AMOUNT: $ 3,350. FOUNDATION MERCHANDISE - 2018 AMOUNT: $ 1,615. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202861 4970 -5035 8863 193933 126292 50574 25995 202861 135529 1000 -7557 2680 126292 130274 6200 5055 6000 135529 118160 7500 4614 130274 0.10163 0.89873 0 0 0 X 1435169 -359013 -359013 1794182 19079 19079 1813261 2021213 0 2021213 19079 19079 2040292 PART V, LINE 4: INCOME FROM THE MENTORSHIP FUND IS INTENDED TO PROVIDE A NAMED AWARD AT THE SOCIETY'S ANNUAL MEETING. THE INCOME FROM THE PAST PRESIDENT'S INITIATIVE IS INTENDED TO BE USED IN A MANNER DETERMINED BY A COMMITTEE OF PAST PRESIDENTS OF THE SOCIETY. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES, PRIMARILY JOB POSTING INCOME, IS NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE AND IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2022, THE SOCIETY HAD TAX DUE OF $37 RELATED TO UNRECOGNIZED INCOME TAX BENEFITS. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 1 UNITED KINGDOM PROGRAM SERVICES RESEARCH GRANTS 2000 AUSTRALIA PROGRAM SERVICES RESEARCH GRANTS 2000 NORTH AMERICA PROGRAM SERVICES RESEARCH GRANTS 1000 0 0 0 0 0 0 5000 0 5000 INTERNATIONAL GRANT UNITED KINGDOM 2000 WIRE FMV INTERNATIONAL GRANT AUSTRALIA 2000 WIRE FMV 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. PART III ACCOUNTING METHOD: 1 MICHIGAN STATE UNIVERSITY 2200 TOWNBRIDGE RD EAST LANSING MI 48824 386005984 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT CEDARS SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT JOHNS HOPKINS HOSPITAL 1800 ORLEANS ST BALTIMORE MD 21287 256023900 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVER/INNOVATION GRANT UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL UNC- CHAPEL HILL SUITE 3100 CHAPEL HILL NC 275992100 566001393 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVER/INNOVATION GRANT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 237083114 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVER/INNOVATION GRANT 9 ANNUAL MEETING AWARD 100 83707 MARCH OF DIMES 40 12050 TRAINING GRANTS 4 20000 PART I, LINE 2: THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. PART 1, LINE 2 THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED THROUGH A FORMAL APPLICACATION PROCESS. MEDICAL STUDENTS ARE AWARDEDA $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWD BY AN AWARDS COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - SRI 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. 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 BY-LAW CHANGES MUST BE VOTED ON AND APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE COUNCIL IS PROVIDED WITH A COPY OF THE DRAFT 990 PRIOR TO FILING FOR REVIEW. THE TREASURER THEN SIGNS THE FINAL 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY COUNCILOR OR REPRESENTATIVE WITH AUTHORITY TO ACT ON BEHALF OF THE SOCIETY AND INFLUENCE DECISION MAKING SHALL BE RESPONSIBLE FOR REVIEWING AND ACKNOWLEDGING THE SRI CODE OF ETHICS. AN ACKNOWLEDGEMENT LETTER MUST BE SIGNED AND RETURNED TO THE SRI CORPORATE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 SRI IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATED, A FOR-PROFIT MANAGEMENT COMPANY. SRI HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO SRI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SRI ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. SRI ALSO DOESN'T HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 SRI'S 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. SRI'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST.