2025-09-05T11:19:09-05:00 2024-12-31 521853933 JM&M 10500 LITTLE PATUXENT PARKWAY SUITE 770 COLUMBIA MD 21044 990 2024-01-01 412161648 SOCIETY OF INTERVENTIONAL ONCOLOGY INC SOCI 2023671164 2001 K STREET NW 300 WASHINGTON DC 20006 JENA EBERLY STACK EXECUTIVE DIRECTOR 2023671164 2025-08-28 1 1 P01608821 4108840220 2024 2025-03-06 01:10:19Z JENA EBERLY STACK 2001 K STREET NW 300 WASHINGTON DC 20006 9121629 0 X WWW.SIO-CENTRAL.ORG X 2005 MA TO ADVANCE INTERVENTIONAL ONCOLOGY BY DEVELOPING EVIDENCE SUPPORTING IO THERAPIES, EDUCATING IO PRACTITIONERS, AND IMPROVING PATIENT ACCESS TO IO THERAPIES. 10 10 0 11 0 0 1164900 237000 2493582 3124931 67809 371526 14096 18440 3740387 3751897 221560 281082 0 0 0 15750 0 0 0 2667513 4088159 2889073 4384991 851314 -633094 10050985 10052218 2564276 3198603 7486709 6853615 X TO ADVANCE INTERVENTIONAL ONCOLOGY AS THE FOURTH PILLAR OF CANCER THERAPY ALONGSIDE MEDICAL, SURGICAL, AND RADIATION ONCOLOGY WORLDWIDE. 0 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 - SIO FUNDS 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. PUBLICATIONS - SIO PUBLISHES VARIOUS RESOURCES RELATED TO INTERVENTIONAL ONCOLOGY INCLUDING IO PERSPECTIVES, IO INSIGHTS, AND THE INSIDER, A MONTHLY PUBLICATIONS DIGEST. 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 THERAPYALONGSIDE MEDICAL, SURGICAL, AND RADIATION ONCOLOGY WORLDWIDE. 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 40 0 1 0 0 0 0 0 0 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 DC X SMITHBUCKLIN CORPORATION 2023671164 2001 K STREET NW 300 WASHINGTON DC 20006 TERENCE GADE BOARD MEMBER AS OF JANUARY 1.00 X 7750 0 0 EDWARD KIM BOARD MEMBER 1.00 X 7000 0 0 JACK JENNINGS TREASURER 2.00 X X 1000 0 0 MUNEEB AHMED PRESIDENT 2.00 X X 0 0 0 ALEXIS KELEKIS PRESIDENT ELECT 2.00 X X 0 0 0 MATTHEW CALLSTROM IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 SARAH WHITE BOARD MEMBER 1.00 X 0 0 0 DAVID BREEN BOARD MEMBER 1.00 X 0 0 0 FRANCO ORSI BOARD MEMBER 1.00 X 0 0 0 RON ARELLANO BOARD MEMBER 1.00 X 0 0 0 UEI PUA BOARD MEMBER UNTIL JANUARY 1.00 X 0 0 0 JENA EBERLY STACK EXECUTIVE DIRECTOR 20.00 X 0 0 0 15750 0 0 0 0 0 0 SMITHBUCKLIN CORPORATION 330 N WABASH AVE CHICAGO IL 60611 MANAGEMENT (INCL. ED COMP.) 1414393 TECHNICAL RESOURCES INTERNATIONAL INC 6500 ROCK SPRING DR STE 650 BETHESDA MD 20817 CLINICAL TRIALS 596998 SMG FOOD & BEVERAGE LLC 300 E OCEAN BLVD LONG BEACH CA 90802 F&B SERVICES 279448 CCR SOLUTIONS INC 4351 35TH ST ORLANDO FL 32811 AV SERVICES 195000 FREEMAN PO BOX 734596 DALLAS TX 75373 CONFERENCE DECORATOR 148546 8 237000 237000 ANNUAL MEETING 900099 1858225 1858225 OTHER MEETINGS 900099 469425 469425 MEMBERSHIP DUES 900099 420311 420311 ONLINE LEARNING 900099 225500 225500 CLINICAL TRIALS 900099 100000 100000 51470 51470 3124931 254723 254723 18440 18440 5486535 5369732 116803 116803 116803 3751897 3124931 0 389966 X 281082 15750 1393958 10116 14200 75625 1050073 6190 53989 4936 267670 954168 41787 RESEARCH 178971 MISCELLANEOUS 21476 LICENSES AND FEES 15000 4384991 1859929 2366521 2332345 112637 500000 250000 72000 132500 339193 488378 4947518 6702182 10050985 10052218 116903 272171 94900 84900 2352473 2841532 2564276 3198603 X 1504466 2089219 5982243 4764396 7486709 6853615 10050985 10052218 -633094 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 3676272 0 3676272 75625 75625 3751897 4309366 0 4309366 75625 75625 4384991 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 TRAVEL STIPEND 232 281082 PART I, LINE 2: ASSISTANCE IS IN THE FORM OF TRAVEL STIPENDS AND FREE REGISTRATION TO THE SIO ANNUAL SCIENTIFIC MEETING, PLUS FUNDING TO SUPPORT THE START OF A RESEARCH PROJECT UNDER THE GUIDANCE OF A MENTOR. MINIMAL MONITORING IS REQUIRED. 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. THE FEES INCURRED BY SIO DURING THE YEAR ENDED DECEMBER 31, 2024 WERE $1,393,958 FOR THE FOLLOWING: EXECUTIVE MANAGEMENT OF $235,000, MEMBERSHIP AND OPERATIONS SERVICES, EVENT SERVICES, REGISTRATION SERVICES, TRADESHOW SERVICES, MARKETING AND COMMUNICATIONS SERVICES, CREATIVE AND DESIGN SERVICES, FINANCIAL MANAGEMENT AND ACCOUNTING SERVICES, INFORMATION TECHNOLOGY SERVICES, FULLFILMENT SERVICES, SITE SELECTION AND CONTRACTING, CONTENT SERVICES, AMS PLATFORM AND SUPPORT, AND PROMOTIONAL PRODUCTS AND SUPPORT. SMITHBUCKLIN'S PERFORMANCE UNDER THIS AGREEMENT IS MONITORED BY THE BOARD OF SIO. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP 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 198,749. OTHER PROFESSIONAL FEES 851,324. 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.