2022-11-15T11:14:10-06:00 2021-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2021-01-01 521469030 CLINICAL IMMUNOLOGY SOCIETY INC CLIN 4142248095 555 E WELLS STREET 1100 MILWAUKEE WI 53202 DANIEL C ADELMAN MD SECRETARY/TREASURER 4142248095 2022-11-15 1 DANIEL ADELMAN MD 999009999 KATY L SOMMER P00273273 4142711451 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z TROY R TORGERSON MD PHD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 831703 0 X WWW.CLINIMMSOC.ORG X 1986 MD TO FACILITATE EDUCATION, TRANSLATIONAL RESEARCH AND NOVEL APPROACHES TO THERAPY IN CLINICAL IMMUNOLOGY TO PROMOTE EXCELLENCE IN THE CARE OF PATIENTS WITH IMMUNOLOGIC/INFLAMMATORY DISORDERS. 7 7 0 8 725 0 115557 497165 140829 294153 50974 37992 1130 2393 308490 831703 682 950 0 0 0 0 0 0 203 438932 651823 439614 652773 -131124 178930 2160113 2456353 272223 279267 1887890 2177086 X TO FACILITATE EDUCATION, TRANSLATIONAL RESEARCH AND NOVEL APPROACHES TO THERAPY IN CLINICAL IMMUNOLOGY TO PROMOTE EXCELLENCE IN THE CARE OF PATIENTS WITH IMMUNOLOGIC/INFLAMMATORY DISORDERS. 0 0 246023 ANNUAL MEETING: TO PROVIDE A STIMULATING AND LIVELY FORUM FOR PRESENTATION AND DISCUSSION OF THE LATEST ADVANCES IN CLINICAL IMMUNOLOGY, INCLUDING PRIMARY IMMUNODEFICIENCIES AND IMMUNE DYSREGULATORY DISEASES, AND RELATED AREAS, INCLUDING MOLECULAR PATHOGENESIS, AND NOVEL THERAPEUTIC APPROACHES. 146893 PRIMARY IMMUNE DEFICIENCY SCHOOL: THE PRIMARY GOAL IS EDUCATION ON THE DIAGNOSIS, PATHOGENESIS, AND TREATMENT OF COMPLEX DISEASES. THE SECONDARY GOALS ARE TO ATTRACT AND DEVELOP FUTURE SCIENTISTS IN ACADEMIC MEDICINE AND TO ENHANCE THE AWARENESS OF CLINICAL IMMUNOLOGY AND ITS IMPORTANCE IN SCIENTIFIC DISCOVERIES AND CLINICAL APPLICATIONS. A THIRD GOAL IS TO STIMULATE FUTURE COLLABORATIONS BETWEEN YOUNG INVESTIGATORS IN DIFFERENT MEDICAL CENTERS AND COUNTRIES, AND BETWEEN YOUNG INVESTIGATORS AND EXPERIENCED PHYSICIAN/SCIENTISTS IN THE FIELD. 40635 950 DIAGNOSTIC SCHOOL: THE PRIMARY OBJECTIVE OF THIS DIAGNOSTIC SCHOOL IS TO BRING TOGETHER A GROUP OF PHYSICIANS AND SCIENTISTS, AT DIFFERENT LEVELS OF TRAINING AND WORK EXPERIENCE, WITH A GROUP OF SENIOR FACULTY AND LEADERS IN THE FIELD WHO WILL WORK AS ME 31396 90468 OTHER PROGRAM SERVICES: JOURNAL, PID CME PROGRAM AT IDF NC. DIAGNOSTIC SCHOOL: THE PRIMARY OBJECTIVE OF THIS DIAGNOSTIC SCHOOL IS TO BRING TOGETHER A GROUP OF PHYSICIANS AND SCIENTISTS, AT DIFFERENT LEVELS OF TRAINING AND WORK EXPERIENCE, WITH A GROUP OF SENIOR FACULTY AND LEADERS IN THE FIELD WHO WILL WORK AS MENTORS FOR ATTENDEES. THE PROGRAM IS AN INTENSE VISUAL, HANDS-ON AND DIDACTIC EXPERIENCE IN DIAGNOSTIC AND CLINICAL IMMUNOLOGY, COVERING A WIDE RANGE OF TOPICS RELATED TO PIDDS. 31396 90468 464947 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS STREET 1100 MILWAUKEE WI 53202 X SERGIO D ROSENZWEIG MD PHD PRESIDENT 5.00 X X 0 0 0 ELIE HADDAD MD PHD PRESIDENT-ELECT 5.00 X X 0 0 0 TROY R TORGERSON PAST PRESIDENT 5.00 X X 0 0 0 DANIEL C ADELMAN SECRETARY/TREASURER 5.00 X X 0 0 0 MEGAN A COOPER DIRECTOR 2.00 X 0 0 0 ALEXANDRA F FREEMAN MD DIRECTOR 2.00 X 0 0 0 JENNIFER HEIMALL DIRECTOR 2.00 X 0 0 0 VINCENT R BONAGURA MD FAAAAI EDITOR IN CHIEF 2.00 X 0 0 0 REBECCA MARSH DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS SUITE 1100 MILWAUKEE WI 53202 MANAGEMENT 249755 1 497165 497165 REGISTRATION 611600 125925 125925 MEMBERSHIP DUES 611710 88800 88800 JOURNAL REVENUE 511120 40428 40428 EXHIBITOR FEES 611600 39000 39000 294153 37992 37992 MISCELLANEOUS 900099 1668 1668 JOB POSTING 611710 725 725 2393 831703 295821 725 37992 950 950 249756 134490 115266 270 270 6695 6695 17666 17666 26872 13182 13690 75261 62063 13198 57410 57410 142605 142605 11092 11092 2229 2229 LEADERSHIP RETREAT, COU 20849 20849 AUDIO AND VISUAL 11113 11113 ABSTRACT/APPLICATION SU 10549 10520 29 CLINICAL IMMUNOLOGY JOU 9973 9973 9483 1792 7488 203 652773 464947 187623 203 43521 419000 91201 11590 8285 9630 223550 86351 1707670 1854989 85886 74793 2160113 2456353 35354 19304 236869 259963 272223 279267 X 1820194 2073867 67696 103219 1887890 2177086 2160113 2456353 178930 110266 0 X 0 1 X 1 0 X 675800 753200 750793 204882 585965 2970640 294183 316380 342964 51504 40428 1045459 969983 1069580 1093757 256386 626393 4016099 709500 691000 717000 50300 186000 2353800 0 709500 691000 717000 50300 186000 2353800 1662299 68940 72305 89239 69641 37993 338118 68940 72305 89239 69641 37993 338118 931 27 2100 300 725 4083 1039854 1141912 1185096 326327 665111 4358300 0.38140 0.40630 0.07760 0.06290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2017 AMOUNT: $ 931. 2018 AMOUNT: $ 27. 2019 AMOUNT: $ 2,100. 2020 AMOUNT: $ 300. 2021 AMOUNT: $ 725. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 924303 110266 110266 814037 17666 17666 831703 635107 0 635107 17666 17666 652773 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2021, THE ORGANIZATION HAD ADVERTISING INCOME IN RELATION TO ADVERTISING FOR JOB POSTING. NONE OF THIS INCOME IS SUBJECT TO UBIT. THE ORGANIZATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - CIS IS IN CONTRACT WITH EXECUTIVE DIRECTOR, INC., AN ASSOCIATION MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 4 LINE 4 - BYLAWS WERE UPDATED TO INCLUDE THE ELIGIBILITY REQUIREMENTS FOR A FELLOW MEMBERSHIP AND THE AMENDMENT PROCESS WAS MODIFIED FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - REGULAR MEMBERSHIP IS OPEN TO INDIVIDUALS WHO ARE ENGAGED IN RESEARCH IN THE AREA OF CLINICAL IMMUNOLOGY OR HAVE CONTRIBUTED TO OR ARE ENGAGED IN THE PRACTICE OF CLINICAL IMMUNOLOGY; HAVE AN MD, DO, PHD OR EQUIVALENT ACADEMIC DEGREE; HAVE MADE SCHOLARLY CONTRIBUTIONS AS DEFINED BY THE COUNCIL; ARE ACTIVE, BONA FIDE REPRESENTATIVES OF THE INTERNATIONAL SCIENTIFIC COMMUNITY WITH A SPECIALTY OR INTEREST IN A FIELD RELATED TO CLINICAL IMMUNOLOGY. ASSOCIATE MEMBERSHIP IS OPEN TO INDIVIDUALS WHO HOLD A BACHELORS, MASTERS, RN OR EQUIVALENT DEGREE WITH A DEMONSTRATED INTEREST IN CLINICAL IMMUNOLOGY. TRAINEE MEMBERSHIP IS OPEN TO INDIVIDUALS WHO ARE ENROLLED IN ACADEMIC PROGRAMS AWARDING, AND ARE CANDIDATE FOR MD, DO, PHD, OR EQUIVALENT DEGREE, WITH A DEMONSTRATED INTEREST IN CLINICAL IMMUNOLOGY; ARE PARTICIPATING IN POST-DOCTORAL OR CLINICAL FELLOWSHIP, OR RESIDENCY PROGRAMS. EMERITUS MEMBERSHIP IS OPEN TO THOSE INDIVIDUALS WHO HAVE ATTAINED THE AGE OF 65 YEARS AND HAVE BEEN A REGULAR MEMBER FOR FIVE YEARS OR LONGER. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE VOTING MEMBERSHIP ELECTS THE COUNCILORS PRIOR TO THE ANNUAL BUSINESS MEETING. THE VOTING MEMBERSHIP INCLUDES REGULAR MEMBERS IN GOOD STANDING. ASSOCIATE, TRAINEE AND EMERITUS MEMBERS DO NOT HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - THE VOTING MEMBERSHIP IS ENTITLED TO VOTE ON ALL MATTERS TO BE VOTED ON BY MEMBERS OF THE SOCIETY. ANY MATTER TO BE DECIDED BY A VOTE OF THE MEMBERS SHALL BE DECIDED BY MAJORITY VOTE OF MEMBERS PRESENT IN PERSON OR BY PROXY AT A MEETING OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE COMPLETED FORM 990 AND ALL APPLICABLE SCHEDULES IS DISTRIBUTED TO THE COUNCIL FOR REVIEW AND APPROVAL. ONCE APPROVED, THE FORM IS SIGNED BY A SELECTED OFFICER AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL COUNCIL MEMBERS ARE COVERED UNDER THE POLICY. THE EXECUTIVE COMMITTEE HAS THE FINAL REVIEW/DETERMINATION OF WHETHER A CONFLICT EXISTS. THE INDIVIDUAL WITH A CONFLICT IS LIMITED FROM DECISION MAKING REGARDING THE TRANSACTION WHERE THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 CIS IS MANAGED BY EXECUTIVE DIRECTOR, INC., A FOR-PROFIT MANAGEMENT COMPANY. CIS HAD NO OFFICIAL EMPLOYEES BECAUSE ALL STAFF ASSIGNED TO CIS ARE EMPLOYEES OF THE MANAGEMENT COMPANY. CIS ALSO DOES NOT COMPENSATE COUNCILORS OR OTHER TOP OFFICIALS. CIS ALSO DOESN'T HAVE ANYONE WHO FITS THE DEFINITION OF A KEY EMPLOYEES. CIS CONTRACTS WITH EXECUTIVE DIRECTOR, INC. TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD COSTS. FORM 990, PART VI, SECTION C, LINE 19 CIS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. ALL SUCH REQUESTS SHOULD BE IN WRITING AND ACCOMPANIED BY A $20 REPRODUCTION AND HANDLING CHARGE IF A PRINT COPY IS REQUESTED. MEMBERS OF THE COUNCIL RECEIVING AND INQUIRY MUST ADVISE STAFF OF THE REQUEST WITHIN A REASONABLE TIME AFTER THE INQUIRY IS RECEIVED.