2021-07-27T09:13:22-05:00 2020-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2020-01-01 132984912 SOCIETY OF BEHAVIORAL MEDICINE INC SOCI 4149183156 555 E WELLS ST NO 1100 MILWAUKEE WI 532023823 SANDRA WINTER TREASURER 4142766445 2021-07-27 1 SANDRA WINTER 999009999 KATY L SOMMER P00273273 4142711451 2021-07-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MONICA BASKIN PHD 555 E WELLS ST NO 1100 MILWAUKEE WI 532023823 1332890 0 X WWW.SBM.ORG X 1979 NY 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. 18 18 0 16 39574 28879 108487 66527 1496116 1176155 45370 46282 48921 43926 1698894 1332890 22700 21978 0 0 6000 3400 0 0 2326 1530960 1148216 1559660 1173594 139234 159296 3167564 3536179 448557 298714 2719007 3237465 X 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. 0 0 390255 21978 430045 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. 105262 153627 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. 5574 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. 49981 875534 SPECIAL INTEREST GROUPS, ORGANIZATIONAL DUES, THE ORGANIZATIONAL WEBSITE, AND BOARD MEETINGS. 49981 875534 551072 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 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 0 0 0 1 33 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 MONICA L BASKIN PHD PRESIDENT 5.00 X X 0 0 0 DAVID E CONROY PHD PRESIDENT-ELECT 5.00 X X 0 0 0 MICHAEL A DIEFENBACH PHD PAST PRESIDENT 5.00 X X 2400 0 0 SANDRA J WINTER PHD MHA TREASURER 5.00 X X 0 0 0 STEPHANIE L FITZPATRICK PHD MEMBER DELEGATE 1.00 X 0 0 0 RACHEL C SHELTON SCD MPH MEMBER DELEGATE 1.00 X 0 0 0 LILA J RUTTEN PHD MPH MEMBER DELEGATE 1.00 X 0 0 0 CYNTHIA M CASTRO SWEET PHD COUNCIL CHAIR 1.00 X 0 0 0 VALERIE HARWELL MYERS PHD COUNCIL CHAIR 1.00 X 0 0 0 JOANNA BUSCEMI PHD COUNCIL CHAIR 1.00 X 0 0 0 SCHEREZADE K MAMA DRPH COUNCIL CHAIR 1.00 X 0 0 0 MEGAN MCVAY PHD COUNCIL CHAIR 1.00 X 1000 0 0 AMY JANKE PHD COUNCIL CHAIR 1.00 X 0 0 0 BRIAN D GONZALEZ PHD COUNCIL CHAIR 1.00 X 0 0 0 SHERRY PAGOTO PHD PAST PRESIDENT (END 4/2020) 1.00 X 0 0 0 MARGARET SCHNEIDER PHD MEMBER DELEGATE (END 4/2020) 1.00 X 0 0 0 HEATHER COLE-LEWIS PHD COUNCIL CHAIR (END 4/2020) 1.00 X 0 0 0 AMY HUEBSCHMANN MD COUNCIL CHAIR (END 4/2020) 1.00 X 0 0 0 3400 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS ST STE 1100 MILWAUKEE WI 532023823 MANAGEMENT 709464 1 66527 66527 MEMBERSHIP DUES 541900 534301 534301 ANNUAL MEETING 541900 475340 475340 JOURNAL INCOME 511120 153627 153627 SIG INCOME 541900 12887 12887 1176155 46282 46282 ONLINE ADVERTISING 541800 39574 39574 MISCELLANEOUS 900099 4352 4352 43926 1332890 1180507 39574 46282 550 550 21428 21428 3400 3400 709464 246867 462597 1825 1825 7500 7500 24924 24924 22461 1049 21412 20061 16101 3960 30370 18526 11844 3871 3871 81240 80115 1125 42633 42633 7331 3500 3831 EDITORIAL OFFICE EXPENS 87482 87482 ORGANIZATIONAL DUES 24123 24123 BANK/CREDIT CARD FEES 21501 11658 9843 STRATEGIC PLANNING 18865 18865 44565 32402 9837 2326 1173594 551072 620196 2326 474798 158569 388978 422698 21403 483965 92911 67353 2118420 2375172 71054 28422 3167564 3536179 60904 8027 387653 290687 448557 298714 X 2692257 3186420 26750 51045 2719007 3237465 3167564 3536179 159296 359162 0 X 0 1 X 1 0 X 543121 596148 573273 611204 600958 2924704 876772 1025387 968826 993369 641854 4506208 1419893 1621535 1542099 1604573 1242812 7430912 0 185095 208725 153129 156543 156967 860459 185095 208725 153129 156543 156967 860459 6570453 1617 18053 24011 45370 46282 135333 1617 18053 24011 45370 46282 135333 29396 18934 29725 44440 39574 162069 5065 6405 9978 4481 4222 30151 1455971 1664927 1605813 1698864 1332890 7758465 0.84690 0.83510 0.01740 0.01310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 1 1951 0 0 0 0 1951 0 PART II-B, LINE 1: SBM PUBLISHES HEALTH POLICY POSITION STATEMENTS AND SHARES THEM WITH LEGISLATORS AND THEIR AIDES. STATEMENTS ARE VETTED BY SBM'S HEALTH POLICY COMMITTEE AND APPROVED BY SBM'S EXECUTIVE COMMITTEE, AND COVER VARIOUS HEALTH TOPICS. 0 X 1667128 359162 359162 1307966 24924 24924 1332890 1148670 0 1148670 24924 24924 1173594 PART X, LINE 2: 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, 2020, WAS $9,443 RESULTING IN A RECEIVABLE OF $797 OF FEDERAL AND STATE TAX AS OF DECEMBER 31, 2020. 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, 2020, 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. 1 SPECIAL INTEREST GROUP AWARDS 20 6550 FMV SPECIAL INTEREST GROUP ACHIEVEMENT AWARDS 6 5000 FMV AWARDS JESSIE GRUMAN AWARD 1 1000 FMV AWARDS SPEAKER HONORARIUMS 4 1500 FMV HONORARIUM PART I, LINE 2: 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. 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.