2023-11-07T15:02:40-06:00 2022-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2022-01-01 412161648 SOCIETY OF INTERVENTIONAL ONCOLOGY INC SOCI 2023671164 2001 K STREET NW 300 WASHINGTON DC 20006 JENA EBERLY STACK EXECUTIVE DIRECTOR 2023671164 2023-11-02 1 JENA EBERLY STACK 999009999 0 P01608821 4108840220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENA EBERLY STACK 2001 K STREET NW 300 WASHINGTON DC 20006 2079807 0 X WWW.SIO-CENTRAL.ORG X 2005 MA TO ADVANCE INTERVENTIONAL ONCOLOGY BY DEVELOPING EVIDENCE SUPPORTING IO THERAPIES, EDUCATING IO PRACTITIONERS, AND IMPROVING PATIENT ACCESS TO IO THERAPIES. 10 10 0 12 0 0 5212000 316500 854765 1742070 1018 21237 93 0 6067876 2079807 7000 30578 0 0 0 0 0 0 0 979567 2149448 986567 2180026 5081309 -100219 7137936 7644301 500070 1106654 6637866 6537647 X TO ADVANCE INTERVENTIONAL ONCOLOGY AS THE FOURTH PILLAR OF CANCER THERAPY ALONGSIDE MEDICAL, SURGICAL, AND RADIATION ONCOLOGY WORLDWIDE. 0 0 ANNUAL MEETING - SIO HOLDS AN ANNUAL MULTIDISCIPLINARY SCIENTIFIC MEETING, WITH EXHIBITS ON INTERVENTIONAL ONCOLOGY ISSUES. THE MEETING PRESENTS CURRENT INFORMATION ON RESEARCH, NEW PRODUCTS, AND NEW TECHNIQUES IN THE INTERVENTIONAL ONCOLOGY FIELD. PUBLICATIONS - SIO PUBLISHES VARIOUS RESOURCES RELATED TO INTERVENTIONAL ONCOLOGY INCLUDING IO PERSPECTIVES, IO INSIGHTS, AND THE INSIDER, A MONTHLY PUBLICATIONS DIGEST. OTHER MEETINGS - SIO REGULARLY HOLDS ADDITIONAL MASTER CLASSES UNDER THE IO UNIVERSITY FOR THE PURPOSE OF PROVIDING TRAINING IN INTERVENTIONAL ONCOLOGY RELEVANT TOPICS. ONLINE COMMUNITY - THE SOCIETY OF INTERVENTIONAL ONCOLOGY (SIO) PRESENTS AN INTERVENTIONAL ONCOLOGY (IO) ONLINE COMMUNITY DESIGNED TO ESTABLISH IO CANCER THERAPY AS THE 4TH PILLAR OF CANCER THERAPY ALONGSIDE MEDICAL, SURGICAL, AND RADIATION ONCOLOGY WORLDWIDE. RESEARCH GRANTS - SIO FUNDS SEVERAL RESEARCH GRANTS SINCE 2017 THAT ARE ONGOING PROJECTS. THESE GRANTS ARE DESIGNED TO FUND RESEARCH EVALUATING AND ADVANCING THE INTERACTIONS BETWEEN TWO PREMIER INTERVENTIONAL ONCOLOGIC THERAPIES AND ADVANCING INTERVENTIONAL ONCOLOGY WORLDWIDE. OTHER GRANTS INCLUDE GRANTS FOR INTERVENTIONAL ONCOLOGY/IMMUNO-ONCOLOGY. EDUCATION & TRAINING - SIO PROVIDES EDUCATIONAL PROGRAMS AND VIRTUAL MASTER CLASSES DEVELOPED FOR MEMBERS. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 55 0 1 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 1 1 0 1 1 0 0 1 1 0 0 1 1 0 0 0 DC X SMITHBUCKLIN CORPORATION 2023671164 2001 K STREET NW 300 WASHINGTON DC 20006 X MATT CALLSTROM PRESIDENT 2.00 X X 0 0 0 MUNEEB AHMED PRESIDENT-ELECT 2.00 X X 0 0 0 WILLIAM RILLING PAST PRESIDENT 2.00 X X 0 0 0 ALEXIS KELEKIS MD TREASURER 2.00 X X 0 0 0 UEI PUA BOARD MEMBER 1.00 X 0 0 0 EDWARD KIM MD BOARD MEMBER 1.00 X 0 0 0 COSTI SOFOCLEOUS BOARD MEMBER 1.00 X 0 0 0 SARAH WHITE BOARD MEMBER 1.00 X 0 0 0 JACK JENNINGS BOARD MEMBER 1.00 X 0 0 0 DAVID BREEN BOARD MEMBER 1.00 X 0 0 0 JENA EBERLY STACK EXECUTIVE DIRECTOR 20.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 2001 K STREET NW 300 WASHINGTON DC 20006 MANAGEMENT (INCL. ED COMP.) 865361 SUSAN LOVE 8605 SANTA MONICA BLVD HOLLYWOOD CA 90069 CLINICAL RESEARCH SERVICES 162322 2 316500 316500 ANNUAL MEETING 900099 1069241 1069241 MEMBERSHIP DUES 900099 381720 381720 ONLINE LEARNING 900099 116750 116750 OTHER MEETINGS 900099 90000 90000 PUBLICATIONS 900099 84359 84359 1742070 21237 21237 2079807 1742070 0 21237 X 30578 797526 537391 1856 47756 61280 550461 22477 RESEARCH 97432 LICENSES AND FEES 20191 MISCELLANEOUS 12978 DUES AND SUBSCRIPTIONS 100 2180026 2615288 1037538 1303736 4824799 3000000 1500000 93585 92000 125327 189964 7137936 7644301 8280 167839 174900 164900 316890 773915 500070 1106654 X 467393 788198 6170473 5749449 6637866 6537647 7137936 7644301 -100219 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 2079807 0 2079807 0 2079807 2180026 0 2180026 0 2180026 PART X, LINE 2: SIO BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS OR THAT WOULD HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. THERE ARE NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES THAT NEED TO BE RECORDED. 1 TRAVEL STIPEND 37 30578 PART I, LINE 2: ASSISTANCE IS IN THE FORM OF TRAVEL STIPENDS AND FREE REGISTRATION TO THE SIO ANNUAL SCIENTIFIC MEETING, PLUS FUNDING TO SUPPORT THE START OF A RESEARCH PROJECT UNDER THE GUIDANCE OF A MENTOR. MINIMAL MONITORING IS REQUIRED. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENTERED INTO A MANAGEMENT CONTRACT WITH SMITHBUCKLIN CORPORATION. UNDER THE TERMS OF THIS CONTRACT, SIO MAKES PAYMENTS TO SMITHBUCKLIN WHICH COVER STAFF SALARIES AND OTHER OVERHEAD EXPENSES. THE FEES INCURRED BY SIO DURING THE YEAR ENDED DECEMBER 31, 2021 WERE $700,695 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT OF $123,600, MEMBERSHIP AND OPERATIONS SERVICES, EVENT SERVICES, MARKETING AND COMMUNICATIONS SERVICES, CREATIVE AND DESIGN SERVICES, EDUCATION AND LEARNING SERVICES, FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES, INFORMATION TECHNOLOGY SERVICES, AND VALUE ADDED SERVICES. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF SIO. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF: ACTIVE - DUES PAYING INDIVIDUALS WHO ARE PHYSICIANS WHO PRACTICE INTERVENTIONAL ONCOLOGY OR A RELATED FIELD AND PHD LEVEL SCIENTISTS. ACTIVE MEMBERS ARE VOTING MEMBERS WHO CAN HOLD OFFICE OR SERVE AS COMMITTEE CHAIRS. AFFILIATE - DUES PAYING INDIVIDUALS WHO ARE NOT PHYSICIANS, BUT ARE RELATED MEDICAL PROFESSIONALS, RESEARCH ASSISTANTS, OR HEALTH SPECIALISTS WHO SUPPORT ACTIVITIES RELATED TO INTERVENTIONAL ONCOLOGY. AFFILIATE MEMBERS CANNOT VOTE OR HOLD OFFICE, BUT CAN SERVE ON A COMMITTEE. RESIDENT/FELLOW - DUES PAYING INDIVIDUALS IN THEIR RESIDENCY OR FELLOWSHIP. RESIDENTS AND FELLOWS CANNOT VOTE, SERVE ON A COMMITTEE, OR HOLD OFFICE. STUDENT - DUES PAYING INDIVIDUALS WHO ARE STUDENTS OF INTERVENTIONAL ONCOLOGY OR RELATED FIELD. STUDENTS CANNOT VOTE, SERVE ON A COMMITTEE, OR HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE STAFF OF THE MANAGEMENT COMPANY, INCLUDING THE EXECUTIVE DIRECTOR, AND A COPY IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SPEAKER FEE 120,018. OTHER PROFESSIONAL FEES 417,373. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT DURING THE TAX YEAR.