2021-11-11T10:56:12-06:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 801 CHERRY ST SUITE 1400 FORT WORTH TX 76102 990 2020-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 4040 WILSON BOULEVARD NO 300 ARLINGTON VA 22203 BARTON GROH VP, FINANCE & ADMINISTRATION 7032990200 2021-11-09 1 BARTON GROH 999009999 MICHAELA J CROMAR CPA P00895728 8178775000 2021-11-08 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z IDSA CHRISTOPHER BUSKY 4040 WILSON BOULEVARD NO 300 ARLINGTON VA 22203 49404020 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 15 90 500 182806 155886 1939461 1954911 21654558 19580699 2010331 1906473 525276 491905 26129626 23933988 898122 552948 0 0 9033935 9654220 0 0 0 14138875 12713855 24070932 22921023 2058694 1012965 44627539 55497488 5135815 11174926 39491724 44322562 X THE SOCIETY IS A COMMUNITY OF OVER 12,000 PHYSICIANS, SCIENTISTS AND PUBLIC HEALTH EXPERTS WHO SPECIALIZE IN INFECTIOUS DISEASES. OUR PURPOSE IS TO IMPROVE THE HEALTH OF INDIVIDUALS, COMMUNITIES, AND SOCIETY BY PROMOTING EXCELLENCE IN PATIENT CARE, EDUCATION, RESEARCH, 1 0 IDWEEK ANNUAL CONFERENCE - FOR 2020, THIS CONFERENCE WAS HELD VIRTUALLY FOR OVER 10,000 PARTICIPANTS AND EXHIBITORS. IDWEEK IS A FORUM FOR HEALTH PROFESSIONALS OF VARIED BACKGROUNDS TO COLLABORATE, COOPERATE, AND LEARN FROM EACH OTHER'S EXPERTISE. IDWEEK PROVIDES AN OPPORTUNITY TO LEARN FROM EACH OTHER'S KNOWLEDGE, EXPERIENCE AND EXPERTISE, FOR THE IMPROVEMENT OF PATIENT CARE AND PUBLIC HEALTH. THIS IS AN INCLUSIVE MEETING THAT OFFERS ACCESS TO INTERNATIONALLY RECOGNIZED LEADERS IN THE FIELD AND THE OPPORTUNITY TO NETWORK WITH THE MOST HIGHLY RESPECTED HEALTH PROFESSIONALS IN INFECTIOUS DISEASES, INCLUDING HIV. THE JOURNAL OF INFECTIOUS DISEASE (JID), CLINICAL INFECTIOUS DISEASES (CID) AND OPEN FORUM INFECTIOUS DISEASES (OFID) ARE PUBLISHED BY IDSA IN PARTNERSHIP WITH AN OUTSIDE PUBLISHER TO SHARE THE LATEST RESEARCH ON VARIOUS TOPICS TO THE VARIOUS CONSTITUENCIES OF THEIR MEMBERSHIP. ARTICLES ARE WRITTEN BY MEMBERS AND NON-MEMBERS, AND REVIEWED BY A PANEL OF LEADING MEDICAL EXPERTS BEFORE THEY ARE PUBLISHED. IDSA WAS AWARDED A COOPERATIVE AGREEMENT TO SUPPORT THE CDC WITH ITS COVID-19 EFFORTS. THE PROGRAM HAS TWO MAIN COMPONENTS THE CDC IDSA ON-CALL COVID-19 PROGRAM AND THE COVID-19 REAL-TIME LEARNING NETWORK (RTLN). THROUGH THE ON-CALL PROGRAM, WHEN THE CDC RECEIVES COMPLEX CALLS FROM HEALTH CARE WORKERS AROUND THE COUNTRY, THE CALLS ARE ESCALATED TO A GROUP OF ABOUT 76 IDSA VOLUNTEERS. THE RTLN WEBSITE IS CURATED BY 10 ID CLINICIANS AND CONTAINS TIMELY INFORMATION ON A VARIETY OF COVID RELATED TOPICS INCLUDING HEALTH DISPARITIES & RECOMMENDATIONS FOR CULTURALLY COMPETENT CARE AS WELL AS ACCESS TO THE BI-WEEKLY CDC/IDSA COVID-19 CLINICIAN CALLS, COVID-19-RELATED PODCASTS THAT FEATURE EXPERTS ON DIFFERENT PRESSING ISSUES, DIRECT ACCESS TO THE IDSA COVID-GUIDELINES, AND MORE. OTHER PROGRAM SERVICES ARE HIVMA, MANAGEMENT SERVICES, GUIDELINES DEVELOPMENT, POLICY AND GOVERNMENT RELATIONS, GLOBAL ID, AWARDS AND FELLOWSHIPS, EMERGING INFECTIONS NETWORK, CONTRIBUTION TO FOUNDATION, OTHER COMMITTEES AND GROUPS, AND OTHER MEETINGS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 127 0 1 90 1 1 1 0 0 0 1 1 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BARTON GROH VP FINANCE & ADMIN 7032990200 4040 WILSON BOULEVARD NO 300 ARLINGTON VA 22203 CHRIS BUSKY CHIEF EXECUTIVE OFFICER 35.50 2.00 X 491780 25883 56021 BARTON GROH VP, FINANCE & ADMINISTRATION 35.50 2.00 X 212074 5438 28758 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 37.50 X 246249 0 30380 AMANDA JEZEK SENIOR VP, PUBLIC POLICY & GOVERNMENT RELATIONS 37.50 X 241699 0 36360 DAVID MOLDAVSKY VP, DIGITAL & TECHNOLOGY STRATEGY 36.50 1.00 X 241683 6360 41798 DANA WOLLINS VP, CLINICAL AFFAIRS & GUIDELINES 37.50 X 242588 0 41498 SALANDRA THOMAS VP, TALENT & ORGANIZATIONAL DEVELOPMENT 36.50 1.00 X 207458 5319 19175 FELICITY CLANCY VP, MARKETING, COMMUNICATIONS, & MEMBERSHIP 37.50 X 198067 0 33961 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 36.50 1.00 X 194777 3383 18370 STEPHEN PEELER EXECUTIVE DIRECTOR, IDSAERF 1.00 36.50 X 0 181948 9968 THOMAS FILE JR MD FIDSA PRESIDENT/PAST PRESIDENT 2.00 X X 30000 0 0 BARBARA ALEXANDER MD MHS PRESIDENT (OCTOBER 2020-OCTOBER 2021) 2.00 X X 0 0 0 DANIEL MCQUILLEN VP/PRESIDENT ELECT 1.00 X X 0 0 0 HELEN BOUCHER TREASURER 1.00 X X 0 0 0 CARLOS DEL RIO VICE PRESIDENT 2.00 X X 0 0 0 VICTORIA FRASER DIRECTOR (UNTIL OCTOBER 2020) 1.00 X 0 0 0 SUSAN REHM DIRECTOR (UNTIL OCTOBER 2020) 1.00 X 0 0 0 TINA TAN DIRECTOR (UNTIL OCTOBER 2020) 1.00 X 0 0 0 JEFFREY DUCHIN DIRECTOR 1.00 X 0 0 0 ANN MACINTYRE DIRECTOR 1.00 X 0 0 0 JEANNE MARRAZZO DIRECTOR 1.00 X 0 0 0 KIMBERLY HANSON DIRECTOR 1.00 X 0 0 0 JOHN LYNCH DIRECTOR 1.00 X 0 0 0 CYNTHIA SEARS PAST PRESIDENT (UNTIL OCTOBER 2020) 1.00 X 0 0 0 ANGELA CALIENDO SECRETARY 1.00 X 0 0 0 RANA CHAKRABORTY DIRECTOR 1.00 X 0 0 0 JASMINE MARCELIN DIRECTOR 1.00 X 0 0 0 ARIAS CESAR DIRECTOR 1.00 X 0 0 0 WENDY ARMSTRONG HIVMA REPRESENTATIVE 1.00 X 0 0 0 2306375 228331 316289 30 0 1 0 OXFORD UNIVERSITY PRESS THE CASHIERS OFFICE GREAT CLAREND OXFORD UK OX2 6DP JOURNAL PRINTING 1073870 INTRADO 11808 MIRACLE HILLS DRIVE OMAHA NE 68154 IDWEEK MEETINGS PLATFORM PROVIDER 583286 PILLSBURY WINTHROP SHAW PITTMAN 1200 17TH STREET NW WASHINGTON DC 20036 LEGAL SERVICES 559457 MCCABE MESSAGE PARTNERS 1825 CONNECTICUT AVENUE NW WASHINGTON DC 20009 PUBLIC RELATIONS FIRM 512600 DELCOR TECHNOLOGY SOLUTIONS 8380 COLESVILLE RD STE 550 SILVER SPRING MD 20910 IT CONSULTING 393799 20 1771619 183292 1954911 JOURNALS 900099 8389806 8389806 ANNUAL MEETING 900099 6431703 6431703 MEMBERSHIP DUES 900099 2717126 2717126 MANAGEMENT FEES 900099 1605311 1605311 EDUCATION PROGRAMS 900099 436753 436753 19580699 646495 646495 157506 157506 26730010 25470032 1259978 1259978 1259978 CAREER CENTER 900004 182806 182806 151593 151593 334399 23933988 20840677 182806 955594 X 552948 1552489 6708481 352975 560663 479612 371309 42045 202927 147003 6018198 922925 305261 1161951 13784 1243897 509515 85314 DUES AND SUBSCRIPTIONS 927674 REVENUE SHARE 762052 22921023 622617 1190670 5804929 1720529 2396445 3113676 851460 734133 4023310 994784 1959386 3028526 31748996 44908872 1243706 801082 44627539 55497488 1629996 1746446 2369465 6965110 1136354 2463370 5135815 11174926 X 39491724 44322562 39491724 44322562 44627539 55497488 1012965 3817873 0 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2717126 510045 -283397 226648 869480 -642832 2029230 152021 1877209 528666 46758 481908 1465414 796005 669409 3028526 DEFERRED RENT 2360128 457 LIABILITY 103242 2463370 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES JOURNAL PUBLISHING, EDITORIAL REVIEW AND MEETING REIMBURSMENT. 1076679 NORTH AMERICA 0 0 PROGRAM SERVICES CONSULTING, EDITORIAL REVIEW, LEGAL AND MEETING REIMBURSMENT. 220042 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDITORIAL REVIEW 8200 0 0 0 0 0 0 1304921 0 1304921 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 IDSA EDUCATION AND RESEARCH FOUNDATION 4040 WILSON BLVD STE 300 ARLINGTON VA 22209 311765388 501C3 552948 PROGRAM SERVICE ACCOMPLISHMENTS 1 PART I, LINE 2: TRAVEL GRANTS AND AWARDS ARE DISBURSED AT MEETINGS; WIRES ARE SENT POST-MEETING ATTENDANCE CONFIRMATION. RESEARCH AND FELLOWSHIPS ARE REQUIRED TO SUBMIT WRITTEN RESULTS POST AWARD PERIOD. X X X 0 1 0 CHRIS BUSKY CHIEF EXECUTIVE OFFICER 409638 21560 80295 4226 1847 97 31306 1648 21914 1153 545000 28684 0 0 BARTON GROH VP, FINANCE & ADMINISTRATION 200838 5150 9750 250 1486 38 11398 292 16641 427 240113 6157 0 0 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 234388 0 10000 0 1861 0 13346 0 17034 0 276629 0 0 0 AMANDA JEZEK SENIOR VP, PUBLIC POLICY & GOVERNMEN 229866 0 10000 0 1833 0 13293 0 23067 0 278059 0 0 0 DAVID MOLDAVSKY VP, DIGITAL & TECHNOLOGY STRATEGY 230117 6056 9744 256 1822 48 13292 350 27434 722 282409 7432 0 0 DANA WOLLINS VP, CLINICAL AFFAIRS & GUIDELINES 230664 0 10088 0 1836 0 13342 0 28156 0 284086 0 0 0 SALANDRA THOMAS VP, TALENT & ORGANIZATIONAL DEVELOPM 196065 5027 9750 250 1643 42 11410 293 7285 187 226153 5799 0 0 FELICITY CLANCY VP, MARKETING, COMMUNICATIONS, & MEM 186458 0 10000 0 1609 0 10894 0 23067 0 232028 0 0 0 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 183457 3093 9750 250 1570 40 10626 272 7285 187 212688 3842 0 0 STEPHEN PEELER EXECUTIVE DIRECTOR, IDSAERF 0 170364 0 10078 0 1506 0 9968 0 0 0 191916 0 0 PART I, LINE 3 CEO COMPENSATION: (A) REVIEW AND APPROVAL IS DONE BY THE EXECUTIVE COMMITTEE, (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION, (C) THERE ARE NO MINUTES OF THE EXECUTIVE SESSION, SO NO WRITTEN DELIBERATION. WRITTEN DECISION IS FORWARDED TO THE VP OF FINANCE AND ADMINISTRATION TO PLACE IN PERSONNEL AND FILE AND APPLY ON PAYROLL. PART I, LINE 4B CHRIS BUSKY - 457 (B): $19,500 - 457 (F): $8,406 FORM 990, PART III, LINE 2 IDSA RECEIVED A $1,100,000 AWARD FROM CDC TO PROVIDE ASSISTANCE DURING 2020 RELATED TO VARIOUS TOPICS THAT AROSE AS A RESULT OF THE COVID PANDEMIC. WE ALSO RECEIVED A LARGER AWARD FOR AN EXPANSION OF TOPICS THAT BEGAN IN DECEMBER 2020 AND EXTENDED INTO 2021. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE WILL BE RESPONSIBLE FOR THE MANAGEMENT AND DIRECTION OF THE CORPORATION AND CONDUCT THE AFFAIRS OF THE CORPORATION DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; FOR SERVING AS AN ADVISORY BODY TO THE PRESIDENT; AND FOR REPORTING ALL OF ITS ACTIONS TO THE BOARD OF DIRECTORS FOR REVIEW AND/OR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE CATEGORIES OF MEMBERSHIP INCLUDE: MEMBER, FELLOW, MEMBER-IN-TRAINING, ASSOCIATE MEMBER, AND MEDICAL STUDENT OR RESIDENT MEMBER. SOME MEMBERS OR FELLOWS MAY BE FURTHER CLASSIFIED AS HONORARY OR EMERITUS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT LARGE. MEMBERS, MEMBERS-IN-TRAINING AND FELLOWS ARE FULL VOTING MEMBERS OF THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED, ALTERED, CHANGED, ADDED TO, OR REPEALED BY THE AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THE VOTING MEMBERS PRESENT AND VOTING AT ANY REGULAR OR SPECIAL MEETING OF SUCH MEMBERS OR BY AFFIRMATIVE VOTE OF AT LEAST TWO-THIRDS OF THOSE VOTING BY MAIL BALLOT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND VP OF FINANCE & ADMINISTRATION BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C IDSA REQUIRES THAT ALL VOLUNTEERS FOR OUR BOARD AND COMMITTEES SUBMIT A CONFLICT OF INTEREST (COI) FORM ON AN ANNUAL BASIS. TOP EMPLOYEES ARE ALSO REQUIRED TO SUBMIT A COI ON AN ANNUAL BASIS. IN THE EVENT THAT A MEMBER WOULD HAVE A CONFLICT RELATED TO ANY DISCUSSION/VOTE, THE MEMBER IS REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION/VOTE. IF STAFF WOULD HAVE A CONFLICT WITH AN AREA OR COMPANY WE ARE WORKING WITH, THE STAFF MEMBER WOULD NOT BE ALLOWED TO WORK ON/WITH THE PROJECT INVOLVING THAT AREA OR COMPANY. A DESIGNATED BOARD MEMBER IS TASKED WITH MONITORING COMPLIANCE WITH THE POLICY. WHEN A CONFLICT ARISES, ANY CONFLICTED BOARD MEMBER ABSTAINS FROM VOTING ON THE MATTER.STAFF COIS ARE VIEWED BY THE CEO AND HE DETERMINES WHEN THIS MIGHT BE THE CASE. THE CEO CONFLICT REPORT IS SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND THEY WOULD DETERMINE IF THE CEO HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 CEO COMPENSATION: (A) REVIEW AND APPROVAL IS DONE BY THE EXECUTIVE COMMITTEE, (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION, (C) THERE ARE NO MINUTES OF THE EXECUTIVE SESSION, SO NO WRITTEN DELIBERATION. WRITTEN DECISION IS FORWARDED TO THE VP OF FINANCE AND ADMINISTRATION TO PLACE IN PERSONNEL FILE AND APPLY ON PAYROLL. STAFF COMPENSATION: (A) REVIEW IS DONE BY THE EMPLOYEE SUPERVISOR AND APPROVAL IS DONE BY THE CEO (BOARD APPROVES THE OVERALL SALARY BUDGET, NOT INDIVIDUALS, EXCEPT FOR THE CEO), (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION, (C) EMPLOYEE PERFORMANCE REVIEWS ARE WRITTEN UP AND SIGNED BY THE REVIEWER BEFORE THE REVIEW HAPPENS AND THE EMPLOYEE BEING REVIEWED SIGNS AFTER IT IS DONE. THIS WRITTEN REVIEW IS USED TO SUBSTANTIATE ANY STAFF SALARY CHANGE TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE SOCIETY'S WEBSITE. UPON REQUEST, THEY ARE MADE AVAILABLE BASED ON BUSINESS NEED. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE SOCIETY'S WEBSITE. FORM 990, PART IX, LINE 11G CDC CONSULTANTS 572,873. COVID 19 MEDIA 501,678. EDITORS HONORARIA 451,448. EIN PROGRAM 234,806. FIT EXAM 148,300. HONORARIA 1,016,131. MEDIA OUTREACH 171,556. MEMBERSHIP/ASSN MGMT 294,037. PRACTICE GUIDELINES 285,167. REGISTRATION SERVICES 146,682. OTHER CONSULTANTS 2,195,520. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. IDSA EDUCATION AND RESEARCH FOUNDATION 4040 WILSON BLVD STE 300 ARLINGTON VA 22209 311765388 FUNDING INITIATIVES DEDICATED TO SUPPORTING IDSA'S MISSION WORLDWIDE VA 501(C)(3) LINE 12A, I INFECTIOUS DISEASES SOCIETY OF AMERICA 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 IDSA EDUCATION AND RESEARCH FOUNDATION B 552948 COST IDSA EDUCATION AND RESEARCH FOUNDATION O 429691 COST IDSA EDUCATION AND RESEARCH FOUNDATION N 214856 COST IDSA EDUCATION AND RESEARCH FOUNDATION S 1633461 COST