2021-11-05T13:27:10-05:00 2020-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2020-01-01 412161648 SOCIETY OF INTERVENTIONAL ONCOLOGY INC SOCI 2023671164 2001 K STREET NW NO 300 WASHINGTON DC 20006 JENA EBERLY STACK EXECUTIVE DIRECTOR 2023671164 2021-11-05 1 JENA EBERLY STACK 999009999 SEAN MCELWANEY P01608821 4108840220 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENA EBERLY STACK 2001 K STREET NW NO 300 WASHINGTON DC 20006 2844272 0 X WWW.SIO-CENTRAL.ORG X 2005 MA TO ESTABLISH, NURTURE, AND SUPPORT INTERVENTIONAL ONCOLOGY AS THE FOURTH PILLAR OF CANCER THERAPY. 10 10 0 10 0 0 30000 1300000 1373752 1543212 1486 1060 1000 0 1406238 2844272 43250 351000 0 0 0 0 0 0 0 1437385 1461156 1480635 1812156 -74397 1032116 1034726 2071445 510285 514888 524441 1556557 X TO ADVANCE INTERVENTIONAL ONCOLOGY AS THE FOURTH PILLAR OF CANCER THERAPY ALONGSIDE MEDICAL, SURGICAL, AND RADIATION ONCOLOGY WORLDWIDE. 1 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. RESEARCH GRANTS - FUNDING 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. OTHER MEETINGS - SIO REGULARLY HOLDS ADDITIONAL MASTER CLASSES UNDER THE IO UNIVERSITY FOR THE PURPOSE OF PROVIDING TRAINING IN INTERVENTIONAL ONCOLOGY RELEVANT TOPICS. EDUCATION & TRAINING - SIO PROVIDES EDUCATIONAL PROGRAMS AND VIRTUAL MASTER CLASSES DEVELOPED FOR MEMBERS. 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. PUBLICATIONS - SIO PUBLISHES VARIOUS RESOURCES RELATED TO INTERVENTIONAL ONCOLOGY INCLUDING IO PERSPECTIVES, IO INSIGHTS, AND THE INSIDER, A MONTHLY PUBLICATIONS DIGEST. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 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 1 45 0 1 0 0 0 0 0 1 1 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 X SMITHBUCKLIN CORPORATION 2023671164 2001 K STREET NW NO 300 WASHINGTON DC 20006 X BILL RILLING PRESIDENT 2.00 X X 0 0 0 MATT CALLSTROM PRESIDENT-ELECT 2.00 X X 0 0 0 STEPHEN SOLOMON PASS PRESIDENT 2.00 X X 0 0 0 RIAD SALEM TREASURER 2.00 X X 0 0 0 NAHUM GOLDBERG MD BOARD MEMBER 1.00 X 0 0 0 ALEXIS KELEKIS MD BOARD MEMBER 1.00 X 0 0 0 KEVIN KIM MD BOARD MEMBER 1.00 X 0 0 0 COSTI SOFOCLEOUS BOARD MEMBER 1.00 X 0 0 0 UEI PUA BOARD MEMBER 1.00 X 0 0 0 MUNEEB AHMED 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.) 591456 1 1300000 1300000 ANNUAL MEETING 900099 1023054 1023054 OTHER MEETING 900099 206150 206150 ONLINE LEARNING 900099 120520 120520 MEMBERSHIP DUES 900099 120423 120423 PUBLICATIONS 900099 73065 73065 1543212 1060 1060 2844272 1543212 0 1060 X 307000 44000 647966 229429 2911 37762 8648 38364 473183 6070 LICENSES AND FEES 16623 DUES AND SUBSCRIPTIONS 200 1812156 439849 486794 331869 332919 1000000 91499 93670 171509 158062 1034726 2071445 3500 62153 231800 343800 274985 108935 510285 514888 X 429280 470023 95161 1086534 524441 1556557 1034726 2071445 1032116 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 2844272 0 2844272 0 2844272 1812156 0 1812156 0 1812156 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 UNIVERSITY OF TEXAS 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 N/A 100000 RESEARCH GRANT YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 060646973 501(C)(3) 100000 RESEARCH GRANT NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 362167817 501(C)(3) 100000 RESEARCH GRANT BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS ST BOSTON MA 02115 043277859 501(C)(3) 7000 RESEARCH GRANT 3 1 FELLOW TRAVEL GRANTS 52 44000 PART I, LINE 2: SIO AND THE WCIO CONFERENCE INVESTS IN THE SUCCESS OF THE INTERVENTIONAL ONCOLOGY (IO) FIELD BY OFFERING FUTURE IO PROFESSIONALS THE OPPORTUNITY TO ATTEND AND ENGAGE IN WCIO ANNUAL CONFERENCES THROUGH THE WCIO ANNUAL MEETING SCHOLARSHIP. THE SCHOLARSHIP IS OPEN TO ALL INTERVENTIONAL RADIOLOGY FELLOWS, DIAGNOSTIC RADIOLOGY RESIDENTS AND POST-GRADUATE MEDICAL STUDENTS WITHIN THE UNITED STATES. AN APPLICANT MUST BE IN THEIR ACGME INTERVENTIONAL RADIOLOGY FELLOWSHIP OR ACGME DIAGNOSTIC RADIOLOGY RESIDENCY AT THE TIME OF APPLICATION, OR BE A POST-GRADUATE MEDICAL STUDENT WITHIN THE IO FIELD. MINIMAL MONITORING IS REQUIRED. FORM 990, PART III, LINE 2 THE FOLLOWING PROGRAMS WERE NOT LISTED ON THE PRIOR YEAR 990, BUT HAVE BEEN ONGOING PROGRAMS: EDUCATION AND TRAINING, PUBLICATIONS, ONLINE COMMUNITY, AND RESEARCH GRANTS. SEE FORM 990, PART III, LINE 4 AND SCHEDULE O FOR THE PROGRAM DESCRIPTIONS. OTHER MEETINGS IS NEW IN 2020. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE ELECTED OFFICERS OF THE ORGANIZATION, THE CHAIR, VICE-CHAIR AND PAST-CHAIR. THE COMMITTEE SHALL MEET REGULARLY AS OUTLINED IN THE BOARD POLICY. THE EXECUTIVE COMMITTEE SHALL ACT FOR THE BOARD OF DIRECTORS IN THE INTERIM BETWEEN MEETINGS OF THE BOARD BY A TWO-THIRDS VOTE. ALL DIRECTORS SHALL BE SENT ELECTRONIC NOTICE OF AN EXECUTIVE COMMITTEE VOTE WITHIN FIVE (5) BUSINESS DAYS OF SUCH VOTE, ALONG WITH THE OPPORTUNITY TO NOTIFY THE CHIEF EXECUTIVE OFFICER ELECTRONICALLY WITHIN A DATE SPECIFIED IN SUCH NOTICE (SAID DATE NOT TO BE LESS THAN FIVE (5) BUSINESS DAYS AFTER THE DATE OF SUCH NOTICE) IF THEY WISH THE EXECUTIVE COMMITTEE VOTE TO BE SUBJECT TO RATIFICATION BY THE BOARD OF DIRECTORS. 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. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF SIO. THE FEES INCURRED BY SIO DURING THE YEAR ENDED DECEMBER 31, 2020 WERE $647,966 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT OF $120,000, 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 MEMBERHSIP 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 54,481. OTHER PROFESSIONAL FEES 174,948. 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.