2025-08-19T13:10:30-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 237311318 DRUG INFORMATION ASSOCIATION INC DRUG 2154426100 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 JACK FOSTER CFO 2154426100 2025-08-18 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-08-18 2024 2025-03-06 01:10:19Z MARWAN FATHALLAH 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 24594096 0 X WWW.DIAGLOBAL.ORG X 1964 MD DIA PROVIDES INFORMATION TO FOSTER WORLDWIDE INNOVATIVE HEALTH OUTCOMES. 13 12 62 2500 297151 0 76471 6278 21437361 19358468 377131 586383 49365 20768 21940328 19971897 0 0 0 0 11893756 11396611 0 0 0 11125600 10661827 23019356 22058438 -1079028 -2086541 23691852 22590311 16813883 17320684 6877969 5269627 X DRUG INFORMATION ASSOCIATION, INC. ("DIA") FOSTERS INNOVATION TO IMPROVE HEALTH AND WELLBEING WORLDWIDE BY: - PROVIDING INVALUABLE FORUMS TO EXCHANGE VITAL INFORMATION AND DISCUSS CURRENT ISSUES RELATED TO HEALTH PRODUCTS, TECHNOLOGIES, AND SERVICES; - DELIVERING CUSTOMIZED LEARNING EXPERIENCES;- BUILDING, MAINTAINING, AND FACILITATING TRUSTED RELATIONSHIPS WITH AND AMONG INDIVIDUALS AND ORGANIZATIONS THAT DRIVE AND SHARE DIA VALUES AND MANDATES; AND - OFFERING A MULTIDISCIPLINARY NEUTRAL ENVIRONMENT, RESPECTED GLOBALLY FOR INTEGRITY AND RELEVANCY. 0 0 12663759 14997922 IN 2024 DIA HELD MORE THAN 135 MEETINGS AND WORKSHOPS WORLDWIDE, DIA ATTRACTED OVER 26,000 PARTICIPANTS TO MEETINGS AND WORKSHOPS IN THE UNITED STATES, EUROPE, CHINA, JAPAN AND INDIA.AMONG THESE EVENTS, THE DIA GLOBAL ANNUAL MEETING, THE LEADING GLOBAL CONFERENCE ON PHARMACEUTICAL INFORMATION AND EDUCATION, ATTRACTED OVER 4,094 PARTICIPANTS FROM THE US AND ACROSS THE WORLD. THE DIA EUROPEAN ANNUAL MEETING, WHICH IS RECOGNIZED AS ONE OF THE PREMIER FORUMS FOR THE EXCHANGE OF INFORMATION IN THE EUROPEAN MEDICAL/PHARMACEUTICAL COMMUNITY, ATTRACTED 1,153 PARTICIPANTS. 1927920 2283271 LEARNING: WITH AN ON-GOING COMMITMENT TO INTERNET TECHNOLOGY-BASED LEARNING, DIA CONTINUED TO EXPAND ITS GLOBAL REACH AND ADVANCE ITS MISSION BY OFFERING VARIOUS LEARNING OPPORTUNITIES IN ELECTRONIC FORMAT. IN 2024, DIA HAD 1,900 E-LEARNERS INCLUDING BOTH INDIVIDUALS AND GROUPS. IN ADDITION, THERE WERE 77 TRAINING COURSES HELD GLOBALLY WITH 2,283 PARTICIPANTS TRAINED THROUGH THESE TRAINING COURSES. 1104564 1308155 DIA MEMBERSHIP: DIA PROVIDES PROGRAMS TO DEVELOP, STRENGTHEN, AND SUPPORT COLLABORATION WITH POLICY MAKERS, INDUSTRY REPRESENTATIVES, PUBLIC HEALTH AUTHORITIES, ACADEMIA AND OTHER HEALTHCARE STAKEHOLDERS. 418570 495720 PUBLICATIONS: THERAPEUTIC INNOVATION & REGULATORY SCIENCE PUBLICATION (TIRS) IS THE OFFICIAL JOURNAL OF DIA. ITS MISSION IS TO ADVANCE HEALTHCARE PRODUCT DISCOVERY, DEVELOPMENT, REGULATION, AND USE THROUGH THE PUBLICATION OF PEER-REVIEWED ARTICLES AND COMMENTARIES ACROSS THE SPECTRUM OF CONVERTING BIOMEDICAL SCIENCE INTO PRACTICAL SOLUTIONS TO ADVANCE HUMAN HEALTH. IT IS PUBLISHED IN ODD NUMBER MONTHS, JANUARY, MARCH, MAY, JULY, SEPTEMBER, AND NOVEMBER. DIA ALSO PUBLISHES THE GLOBAL FORUM, ANOTHER E-PUBLICATION. IT OFFERS EXPERT GLOBAL AND REGIONAL COVERAGE OF DISCOVERY, DEVELOPMENT, REGULATION, SURVEILLANCE, AND MARKETING OF HEALTHCARE PRODUCTS, INCLUDING INTERVIEWS WITH LEADERS AND TOPICAL SUMMARIES FROM EDUCATIONAL EVENTS. IT IS PUBLISHED MONTHLY. 230850 273400 COLLABORATIVE STUDIES 649420 769120 16345663 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 X 61 0 62 1 1 1 1 CH IN JA SZ BE 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JACK FOSTER CFO 2154426100 1300 CONNECTICUT AVENUE NW 1000 WASHINGTON DC 20036 MARWAN FATHALLAH PRESIDENT & CHIEF EXECUTIVE OFFICER 40.00 0.00 X X 986809 0 41920 KIHITO TAKAHASHI CHAIR 2.50 0.00 X X 0 0 0 MICHAEL ROSENBLATT IMMEDIATE PAST CHAIR 2.50 0.00 X X 0 0 0 CYNTHIA VERST IMMEDIATE PAST CHAIR (UNTIL 06/24) 2.50 0.00 X X 0 0 0 TATYANA KOSHELEVA TREASURER/SECRETARY 2.50 0.00 X X 0 0 0 CHOCKALINGAM PALANIAPPAN DIRECTOR 1.25 0.00 X 0 0 0 JASON MONTELEONE DIRECTOR 1.25 0.00 X 0 0 0 JUNAID BAJWA DIRECTOR 1.25 0.00 X 0 0 0 PETER HONIG DIRECTOR 1.25 0.00 X 0 0 0 PETER RONCO DIRECTOR 1.25 0.00 X 0 0 0 PETER SORGER DIRECTOR 1.25 0.00 X 0 0 0 ZILI LI DIRECTOR 1.25 0.00 X 0 0 0 DAVID MUKANGA DIRECTOR 1.25 0.00 X 0 0 0 RACHEL ZHANG DIRECTOR/INCOMING CHAIR 1.25 0.00 X 0 0 0 FRANK JIANG DIRECTOR (UNTIL 06/24) 1.25 0.00 X 0 0 0 JENS GRUEGER DIRECTOR (UNTIL 06/24) 1.25 0.00 X 0 0 0 JACK FOSTER CHIEF FINANCIAL OFFICER 40.00 0.00 X 380306 0 31744 ANNA MCDERMOTT-VITAK SVP/MNGING DIR AMER (UNTIL 7/24) 40.00 0.00 X 241447 0 18490 ANIA MITAN SVP/MD, EMEAIS 40.00 0.00 X 392269 0 0 CARIE PIERCE SVP, GROWTH 40.00 0.00 X 331219 0 19503 TIM HESS GLOBAL HEAD OF BUSINESS & DIGITAL TECH. 40.00 0.00 X 289456 0 28661 KATIE HILL SVP/MD, GLOBAL PRODUCTS & PROF. EDUCATION 40.00 0.00 X 267391 0 17119 KATIE TRUONG SVP/MD, AMERICAS & GLOBAL HEAD OF BUSINESS OPS. 40.00 0.00 X 251260 0 15177 MARIA VASSILEVA CHIEF SCIENCE & REGULATORY OFFICER 40.00 0.00 X 167622 0 25592 WELLINGTON CARRANZA DIRECTOR, PMO & BUSINESS EXCELLENCE 40.00 0.00 X 205422 0 7896 GREG SMITH SENIOR DIRECTOR, FINANCE & ACCOUNTING 40.00 0.00 X 204706 0 32477 JENNIFER ANDREE-WEBB DIRECTOR, LEARNING & CONTINUING EDUCATION 40.00 0.00 X 180936 0 38846 LINDA HEE JUNG KO ASSOC. DIR., BUSINESS DEV. 40.00 0.00 X 177563 0 32185 PEDRO BARROCA ASSOC. DIR., OPERATIONS TRANSFORMATION 40.00 0.00 X 168804 0 0 4245210 0 309610 39 0 1 0 MILES TECHNOLOGIES 100 MOUNT HOLLY BYPASS LUMBERTON NJ 08048 IT SERVICES 454079 SOUND PRODUCTION & LIGHTING LLC 8111 ST LOUIS AVE STE 2F SKOKIE IL 60076 AV-TECHNICAL SUPPORT AT EVENTS 250000 SMITHBUCKLIN CORPORATION 8318 SOLUTIONS CENTER CHICAGO IL 606778003 EXHIBIT SALES COMMISSIONS 229006 SHUFFLE LABS 13800 COPPERMINE RD STE 239 HERNDON VA 20171 IT SUPPORT SERVICES 194950 SRPRO MARKETING 16 HARISHONIM RD RAMAT HASHARON IS 47242 MARKETING SERVICES 153732 7 6278 6278 MEETINGS AND WORKSHOPS 611710 14997922 14997922 TRAINING 611710 2283271 2283271 MEMBERSHIP DUES 900099 1308155 1308155 PUBLICATIONS 900004 495720 198569 297151 COLLABORATIVE STUDIES 611710 273400 273400 19358468 255898 255898 4952684 4622199 330485 330485 330485 EU ANNUAL MEETING 900099 16273 16273 OTHER REVENUE 900099 4495 4495 20768 19971897 19061317 297151 607151 3520652 2640489 880163 6472728 4854546 1618182 297512 223134 74378 439827 329870 109957 665892 499419 166473 224524 168393 56131 239308 179481 59827 68879 68879 1242778 983742 259036 1933612 1450209 483403 656678 492509 164169 1082831 812123 270708 683361 512521 170840 394924 296193 98731 1321291 990968 330323 257962 257962 232109 174082 58027 73055 54791 18264 FOOD EXPENSE 1496892 1122669 374223 MISCELLANEOUS EXPENSES 203484 152615 50869 DUES & SUBSCRIPTIONS 177115 132836 44279 TRAINING & E-LEARNING 158507 118880 39627 214517 156193 58324 22058438 16345663 5712775 0 805623 829682 174765 677491 836591 757406 363083 642119 873568 992977 2802139 2005555 757625 796584 10898326 7037978 1697953 1697953 7284318 9158121 23691852 22590311 3571643 2457619 4691435 4316263 3000000 3000000 5550805 7546802 16813883 17320684 X 8098439 7451275 -1220470 -2181648 6877969 5269627 23691852 22590311 X -2086541 489502 -11303 X 0 1 X 1 0 X 2158372 61787 76471 6278 2302908 13226702 13531724 18286195 21024406 19061317 85130344 13226702 15690096 18347982 21100877 19067595 87433252 5000 5000 2500 12500 0 5000 5000 2500 12500 87420752 198767 245019 1233725 298283 255898 2231692 5851 35343 1484 42678 204618 280362 1235209 298283 255898 2274370 5000000 2360205 201719 49365 20768 7632057 18431320 18330663 19784910 21448525 19344261 97339679 0.89810 0.90200 0.02340 0.02300 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: EVENT CANCELLATION INSURANCE PROCEEDS - 2020 AMOUNT: $ 5,000,000. 2021 AMOUNT: $ 2,360,205. OTHER INCOME - 2024 AMOUNT: $ 4,495. REBATE - 2022 AMOUNT: $ 152,614. EXPIRED CREDITS - 2022 AMOUNT: $ 49,105. 2023 AMOUNT: $ 10,565. AWARDS REVENUE - 2023 AMOUNT: $ 38,800. EU ANNUAL MEETING - 2024 AMOUNT: $ 16,273. 204177 21889 182288 2113288 1836815 276473 484674 146851 337823 796584 INVESTMENT IN SUBSIDIARY 1697953 F 1697953 DUE FROM AFFILIATES 6395876 TENANT SECURITY DEPOSITS 98637 RIGHT-OF-USE ASSETS 2581400 SECURITY DEPOSITS 82208 9158121 DUE TO AFFILIATES 4426014 LEASE LIABILITIES 3120788 7546802 X PART X, LINE 2: THE ASSOCIATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. EUROPE (INCLUDING ICELAND & GREENLAND) 1 14 PROGRAM SERVICES MEETINGS & TRAININGS 4556082 SOUTH ASIA 1 5 PROGRAM SERVICES MEETINGS & TRAININGS 89898 EAST ASIA AND THE PACIFIC 3 17 PROGRAM SERVICES MEETINGS & TRAININGS 4503425 5 36 0 0 5 36 9149405 0 9149405 1 0 1 0 0 0 FORM 5471: DIA HAS WORLDWIDE OPERATIONS HOUSED IN SEVERAL FOREIGN SUBSIDIARIES. X X 0 0 0 0 0 0 0 1 0 MARWAN FATHALLAH PRESIDENT & CHIEF EXECUTIVE OFFICER 660334 0 324543 0 1932 0 13800 0 28120 0 1028729 0 0 0 JACK FOSTER CHIEF FINANCIAL OFFICER 316796 0 58883 0 4627 0 12229 0 19515 0 412050 0 0 0 ANIA MITAN SVP/MD, EMEAIS 327866 0 64403 0 0 0 0 0 0 0 392269 0 0 0 CARIE PIERCE SVP, GROWTH 297824 0 32492 0 903 0 11913 0 7590 0 350722 0 0 0 TIM HESS GLOBAL HEAD OF BUSINESS & DIGITAL TE 239918 0 46131 0 3407 0 9146 0 19515 0 318117 0 0 0 KATIE HILL SVP/MD, GLOBAL PRODUCTS & PROF. EDUC 225509 0 41152 0 730 0 9077 0 8042 0 284510 0 0 0 KATIE TRUONG SVP/MD, AMERICAS & GLOBAL HEAD OF BU 207983 0 42808 0 469 0 8319 0 6858 0 266437 0 0 0 ANNA MCDERMOTT-VITAK SVP/MNGING DIR AMER (UNTIL 7/24) 174000 0 62400 0 5047 0 0 0 18490 0 259937 0 0 0 GREG SMITH SENIOR DIRECTOR, FINANCE & ACCOUNTIN 187308 0 16499 0 899 0 292 0 32185 0 237183 0 0 0 JENNIFER ANDREE-WEBB DIRECTOR, LEARNING & CONTINUING EDUC 166518 0 13636 0 782 0 6661 0 32185 0 219782 0 0 0 WELLINGTON CARRANZA DIRECTOR, PMO & BUSINESS EXCELLENCE 197400 0 7650 0 372 0 7896 0 0 0 213318 0 0 0 LINDA HEE JUNG KO ASSOC. DIR., BUSINESS DEV. 160216 0 16600 0 747 0 0 0 32185 0 209748 0 0 0 MARIA VASSILEVA CHIEF SCIENCE & REGULATORY OFFICER 167115 0 0 0 507 0 6615 0 18977 0 193214 0 0 0 PEDRO BARROCA ASSOC. DIR., OPERATIONS TRANSFORMATI 155551 0 13253 0 0 0 0 0 0 0 168804 0 0 0 PART I, LINE 7 CERTAIN EMPLOYEES ARE ELIGIBLE FOR DISCRETIONARY BONUSES CONTINGENT ON MEETING INDIVIDUAL PERFORMANCE METRICS DURING THE YEAR AND THE ORGANIZATION'S GOALS AS A WHOLE. BONUSES ARE CONSIDERED ALONG WITH OTHER COMPENSATION TO ENSURE THAT ALL COMPENSATION PAYMENTS ARE REASONABLE. SCHEDULE J, PART II, COLUMN B(II): MARWAN FATHALLAH COMMENCED EMPLOYMENT ON JANUARY 30, 2023; THEREFORE, HIS 2023 BASE COMPENSATION REFLECTS APPROXIMATELY 11 MONTHS OF EARNINGS. IN CONTRAST, HIS 2024 BASE COMPENSATION REPRESENTS A FULL YEAR. ADDITIONALLY, MR. FATHALLAH WAS NOT ELIGIBLE FOR A PERFORMANCE BONUS IN 2023. HOWEVER, IN 2024, HE RECEIVED A PERFORMANCE BONUS BASED ON HIS 2023 PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS WHO PAY DUES BUT HAVE NO OWNERSHIP INTEREST IN THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B IRS FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. A DRAFT IS THEN JOINTLY REVIEWED BY THE PRESIDENT & GLOBAL CHIEF EXECUTIVE, THE CFO AND THE BOARD TREASURER/FINANCE COMMITTEE CHAIR. AFTER THIS REVIEW AND APPROVAL, A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT PERIODICALLY, MANAGEMENT AND THE BOARD EVALUATES EXISTING PAID VENDOR RELATIONSHIPS FOR GOODS AND/OR SERVICES. THEY ASSESS THE PARTIES INVOLVED AND THE RELATIONSHIPS BETWEEN THEM AND DIA. WHERE CONFLICTS WITH STANDING POLICY MAY DEVELOP OR EXIST, APPROPRIATE CORRECTIVE ACTIONS ARE TAKEN, UP TO AND INCLUDING REPLACEMENT OF THE VENDOR WITH A SUITABLE AND QUALIFIED SUBSTITUTE THAT POSES NO CONFLICT OF INTEREST. NEW VENDORS ARE EVALUATED TO DETERMINE IF POTENTIAL CONFLICTS EXIST BEFORE APPROVAL OF ANY PAID RELATIONSHIP IS GRANTED. EVERY YEAR, ALL BOARD MEMBERS COMPLETE AND SIGN A CERTIFICATION AS REQUIRED BY OUR CONFLICT OF INTEREST POLICY. IF A BOARD MEMBER IS CONFLICTED OR THERE IS A POTENTIAL PERCEIVED CONFLICT, THAT BOARD MEMBER WILL RECUSE THEMSELVES FROM FURTHER DELIBERATIONS AND DECISION-MAKING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS EVALUATES THE COMPENSATION OF THE PRESIDENT/CEO TO ENSURE THEY ARE COMPLIANT WITH ALL APPLICABLE LAWS AND CONSISTENT WITH THE COMPENSATION POLICY. THIS INCLUDES SALARY, BENEFITS, BONUSES AND OTHER PAYMENTS MADE. THE EXECUTIVE COMMITTEE OBTAINS AND RELIES UPON COMPARABLE DATA IN THE SAME OR SIMILAR COMMUNITIES FOR SIMILAR SERVICES. THE COMPENSATION OF ALL OTHER EMPLOYEES IS REVIEWED PERIODICALLY BY AN INDEPENDENT THIRD-PARTY. THE REVIEW PROCESS AND BASIS FOR COMPENSATION PACKAGES IS ADEQUATELY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S ANNUAL REPORT IS PUBLISHED ON WEBSITE ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE. CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: FOREIGN CURRENCY TRANSLATION LOSS -11,303. 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