2022-05-16T16:29:54-05:00 2021-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2020-07-01 952293816 SOCIETY FOR REPRODUCTIVE INVESTIGATION INC SOCI 4149189888 555 E WELLS STREET NO 1100 MILWAUKEE WI 53202 PAUL ROZANCE MD SEC-TREASURER 4149189888 2022-05-16 1 PAUL ROZANCE MD 999009999 KATY L SOMMER P00273273 4142711451 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES H SEGARS MD 555 E WELLS STREET NO 1100 MILWAUKEE WI 53202 810785 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 12 1175 175 63653 275175 792959 296088 63192 41025 2045 6110 921849 618398 152897 135000 0 0 0 0 0 0 560 854686 451417 1007583 586417 -85734 31981 2255123 3292822 88008 521718 2167115 2771104 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 127729 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. 47603 99743 PUBLICATIONS: THE JOURNAL PROVIDES OB/GYN PROFESSIONALS WITH UPDATES IN THE FIELD OF REPRODUCTIVE INVESTIGATION. 13993 WEBSITE: PROVIDES RESOURCES TO MEMBERS OF THE ORGANIZATION AS WELL AS THE GENERAL PUBLIC. 184289 135000 196345 OTHER PROGRAM SERVICES: NEWSLETTER AND OUTREACH ACTIVITIES. 184289 135000 196345 373614 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 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 7 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 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 X MURRAY D MITCHELL DPHIL DSC PAST PRESIDENT 1.00 X 0 0 0 JAMES H SEGARS MD PRESIDENT 1.00 X X 0 0 0 NANETTE F SANTORO MD PRESIDENT ELECT 1.00 X X 0 0 0 ASGERALLY T FAZLEABAS PHD DIRECTOR 1.00 X 0 0 0 THOMAS JANSSON MD PHD DIRECTOR 1.00 X 0 0 0 CAROLE R MENDELSON PHD PRESIDENT NOM 1.00 X X 0 0 0 PAUL J ROZANCE MD SEC-TREASURER 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 STEPHEN G MATTHEWS PHD PRESIDENT NOM 1.00 X X 0 0 0 IRINA BURD MD PHD DIRECTOR 1.00 X 0 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 GENEVIEVE NEAL-PERRY MD PHD VICE PRESIDENT 1.00 X X 0 0 0 0 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 MANAGEMENT SERVICES 325000 1 275175 275175 MEMBERSHIP DUES & ASSE 541700 196345 196345 JOURNAL INCOME 511120 99743 99743 296088 55118 55118 178294 192387 -14093 -14093 -14093 MISCELLANEOUS 900099 4935 4935 JOB POSTING INCOME 900099 1175 1175 6110 618398 286930 1175 55118 100000 100000 5000 5000 30000 30000 325000 157178 167822 581 581 6950 6950 17335 17335 12187 683 10944 560 16586 13993 2593 911 911 15944 15944 5766 5766 JOURNAL 47603 47603 OTHER EXPENSES 2302 2302 UNRELATED BUSINESS INCO 252 252 586417 373614 212243 560 159948 368340 1000 500 46860 36122 1911 1911 239240 484087 1806164 2401862 2255123 3292822 9483 10077 78525 511641 88008 521718 X 1887207 2334676 279908 436428 2167115 2771104 2255123 3292822 31981 572008 0 X 0 1 X 1 0 X 278764 357877 410498 236030 471520 1754689 612135 811959 984693 620583 99743 3129113 890899 1169836 1395191 856613 571263 4883802 0 35880 156696 106924 34380 124350 458230 35880 156696 106924 34380 124350 458230 4425572 76613 87016 31398 53707 55118 303852 300 750 850 2025 1175 5100 76913 87766 32248 55732 56293 308952 10221 7171 20 4935 22347 978033 1257602 1434610 912365 632491 5215101 0.84860 0.84670 0.05920 0.08350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 10,221. 2018 AMOUNT: $ 5,556. 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 4,935. FOUNDATION MERCHANDISE - 2018 AMOUNT: $ 1,615. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 126292 50574 25995 202861 135529 1000 -7557 2680 126292 130274 6200 5055 6000 135529 118160 7500 4614 130274 112479 7681 2000 118160 0.39000 0.61000 0 0 0 X 1173071 572008 572008 601063 17335 17335 618398 569082 0 569082 17335 17335 586417 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, 2021, 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 EUROPE PROGRAM SERVICES RESEARCH GRANTS 5000 EAST ASIA AND THE PACIFIC PROGRAM SERVICES RESEARCH GRANTS 5000 NORTH AMERICA PROGRAM SERVICES RESEARCH GRANTS 20000 0 0 0 0 0 0 30000 0 30000 NORTH AMERICA SRI-BAYER 20000 WIRE FMV INTERNATIONAL GRANT EAST ASIA & THE PACIFIC 1 5000 WIRE FMV INTERNATIONAL GRANT EUROPE 1 5000 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. THIS PROCESS WAS UNIQUE THIS YEAR BECAUSE THE ANNUAL MEETING WAS CANCELLED SO MEETING RELATED GRANTS AND OTHER ASSISTANCE WERE NOT GIVEN OUT. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. PART III ACCOUNTING METHOD: 1 MICHIGAN STATE UNIVERSITY 2200 TOWNBRIDGE RD EAST LANSING MI 48824 386005984 501(C)(3) 20000 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 40000 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT TEXAS WOMAN'S UNIVERSITY PO BOX 425619 DENTON TX 76204 756002618 501(C)(3) 20000 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT UNIVERSITY OF IOWA 118 S CLINTON STREET IOWA CITY IA 52242 426004813 501(C)(3) 20000 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT 4 INTERNATIONAL GRANT 1 5000 FMV 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. THIS PROCESS WAS UNIQUE THIS YEAR BECAUSE THE ANNUAL MEETING WAS CANCELLED SO MEETING RELATED GRANTS AND OTHER ASSISTANCE WERE NOT GIVEN OUT. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. 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 4 LINE 4 EXPLANATION - BELOW ARE A SUMMARY OF ALL BYLAW CHANGES INDICATED BELOW: 1. ARTICLE I, SECTION 3 THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE HAS BEEN ADDED AS AN ELECTED OFFICER, BRINGING THE NUMBER OF ELECTED OFFICERS TO 12. 2. ARTICLE II, SECTION 8: RESIGNATIONS AND DISCHARGE OF MEMBERSHIP THE FOLLOWING PORTION OF LINES 97-98 WAS ADDED: UNLESS AN INACTIVE STATUS HAS BEEN REQUESTED. 3. ARTICLE III, SECTION 1, ANNUAL MEETINGS A. ADDED THAT THE ANNUAL BUSINESS MEETING MAY BE VIRTUAL. B. UPDATED TO SAY ADDRESSES APPEAR IN THE MEMBERSHIP DATABASE. 4. ARTICLE III, SECTION 2, VOTING AT ANNUAL MEETINGS ADDED THAT MEMBERS MAY VOTE ELECTRONICALLY DURING THE ANNUAL BUSINESS MEETING.. 5. ARTICLE IV, OFFICERS, SECTION 1, ELECTED OFFICERS ADDED THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE. 6. ARTICLE IV, OFFICERS, SECTION 2, ELECTION PROCEDURES FOR OFFICERS A. ADDED THE VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE AS A POSITION THE MEMBERSHIP WILL VOTE ON. B. ADDED THAT MEMBERS OF THE DIVERSITY, EQUITY AND INCLUSION COMMITTEE SHALL ALSO REVIEW NOMINATIONS FOR THE POSITION OF VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE. C. UPDATED TO SAY THAT THE SLATE WILL BE REVIEWED AND APPROVED BY THE COUNCIL, NOT THE COMMITTEE ON COMMITTEES WHICH NO LONGER EXISTS. D. UPDATED TO SAY THAT THE BALLOT FOR PRESIDENT NOMINEE SHALL SHOW UP TO THREE NAMES TO ADD FLEXIBILITY. E. INCLUDED THAT THE VICE PRESIDENT WILL BE ELECTED AT 3 YEAR INTERVALS. 7. ARTICLE V, SECTION 4, VICE PRESIDENT FOR DIVERSITY AND STRUCTURAL CHANGE A DESCRIPTION OF THIS POSITION HAS BEEN ADDED ALONG WITH THE OTHER ELECTED OFFICER DESCRIPTIONS. 8. ARTICLE VI, SECTION 2, MEMBERSHIP AND VOTING PRIVILEGES. ADDED VICE PRESIDENT TO THE MAKE UP OF THE COUNCIL. 9. ARTICLE VI, SECTION 3, THE EXECUTIVE COMMITTEE. ADDED VICE PRESIDENT TO THE MAKE UP OF THE EXECUTIVE COMMITTEE. 10. ARTICLE VII, SECTION 1, REGULAR MEETINGS. A. REMOVED "IMMEDIATELY" TO ADD FLEXIBILITY WHEN THE COUNCIL MEETS IN RELATION TO THE ANNUAL BUSINESS MEETING. B. UPDATED TO SAY THAT THE HEADQUARTER OFFICE WILL PROVIDE NOTICE OF THE COUNCIL MEETINGS. 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 FINANCE COMMITTEE 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.