2020-11-11T16:06:08-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 4040 WILSON BLVD NO 300 ARLINGTON VA 222034439 BARTON GROH VP, FINANCE & ADMINISTRATION 7032990200 2020-11-10 1 FREDERICK LONGWOOD P00439715 2022932200 2020-11-10 69.138.196.149 2020-11-10 12:51:10 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 DD52695902E5C3EF88BC029619E44DCAF3096AA4 2019 2021-04-22 16:20:28Z X IDSA CHRISTOPHER BUSKY 4040 WILSON BLVD NO 300 ARLINGTON VA 222034439 55374473 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 15 77 500 0 0 2013593 1939461 20295764 21654558 861431 2010331 379847 525276 23550635 26129626 1395396 898122 0 0 7957100 9033935 0 0 0 13696796 14138875 23049292 24070932 501343 2058694 40110545 44627539 6259419 5135815 33851126 39491724 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, PUBLIC HEALTH, AND PREVENTION RELATING TO INFECTIOUS DISEASES. 0 0 MEMBER SERVICES - IDSA MEMBER SERVICES PROVIDES TIMELY INFORMATION ABOUT ISSUES SUCH AS EMERGING INFECTIOUS DISEASES, DEVELOPMENTS IN RELEVANT PUBLIC POLICY AND REGULATION, AND CAREER DEVELOPMENT RESOURCES. MEMBERS RECEIVE THREE IDSA MEDICAL JOURNALS AS WELL AS DISCOUNTS ON PUBLISHING FEES IN THOSE JOURNALS. THE JOURNAL OF INFECTIOUS DISEASE (JID), CLINICAL INFECTIOUS DISEASES (CID) AND OPEN FORUM INFECTIOUS DISEASES (OFID) ARE PUBLISHED BY IDSA TO SHARE THE LATEST RESEARCH ON VARIOUS TOPICS TO THE VARIOUS CONSTITUENCIES OF THEIR MEMBERSHIP. ARTICLES ARE WRITTEN BY MEMBERS AND REVIEWED BY A PANEL OF LEADING MEDICAL EXPERTS BEFORE THEY ARE PUBLISHED. THE JOURNALS ALSO INCLUDE NEWLY DEVELOPED AND REVIEWED GUIDELINES FOR TREATMENT OF MANY ID CONDITIONS. EDUCATIONAL PROGRAMS - THE SOCIETY EDUCATES MEMBERS ABOUT THE LATEST SCIENTIFIC AND CLINICAL DEVELOPMENTS IN INFECTIOUS DISEASES THROUGH IDWEEK, WHERE COLLEAGUES PRESENT THE LATEST SCIENTIFIC RESEARCH AND CLINICAL STATE OF THE ART FINDINGS. IDWEEK ALSO INCLUDES OTHER TARGETED DISCUSSIONS INVOLVING CLINICAL PRACTICE AND RESEARCH. DISCOUNTS, TRAVEL GRANTS, AND OTHER AWARD OPPORTUNITIES ARE OFFERED FOR MEMBERS ATTENDING IDWEEK. 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 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 108 0 1 77 1 0 0 0 0 1 1 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X BARTON GROH VP FINANCE & ADMIN 7032990200 4040 WILSON BLVD NO 300 ARLINGTON VA 222034439 THOMAS M FILE JR MD MSC FIDSA PRESIDENT (AS OF 10/19) 2.00 0.00 X X 0 0 0 BARBARA D ALEXANDER MD MHS FIDSA PRESIDENT-ELECT (AS OF 10/19) 2.00 0.00 X X 0 0 0 DANIEL P MCQUILLEN MD FIDSA VICE PRESIDENT (AS OF 10/19) 2.00 0.00 X X 0 0 0 ANGELA CALIENDO MD PHD FIDSA SECRETARY (AS OF 10/19) 2.00 0.00 X X 0 0 0 HELEN W BOUCHER MD FIDSA TREASURER 2.00 1.00 X X 0 0 0 CYNTHIA L SEARS MD FIDSA IMMEDIATE PAST PRESIDENT (AS OF 10/19) 2.00 0.00 X X 0 0 0 PAUL G AUWAERTER MD FIDSA IMMEDIATE PAST PRESIDENT (UNTIL 10/19) 2.00 1.00 X X 0 0 0 WENDY ARMSTRONG MD FIDSA BOARD MEMBER (AS OF 10/19) 1.00 0.00 X 0 0 0 ANGELA CALIENDO MD PHD FIDSA BOARD MEMBER (UNTIL 10/19) 1.00 0.00 X 0 0 0 JEFFREY DUCHIN MD FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 VICTORIA FRASER MD FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 KIMBERLY E HANSON MD BOARD MEMBER (AS OF 10/19) 1.00 0.00 X 0 0 0 JOHN B LYNCH III MD MPH BOARD MEMBER (AS OF 10/19) 1.00 0.00 X 0 0 0 ANN MACINTYRE DO MHS FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 JEANNE MARRAZZO MD MPH FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 IGHOWERHA OFOTOKUN MD MSC FIDSA BOARD MEMBER (UNTIL 10/19) 1.00 0.00 X 0 0 0 SUSAN J REHM MD FIDSA BOARD MEMBER 1.00 0.00 X 0 0 0 TINA Q TAN MD FIDSA BOARD MEMBER (AS OF 10/19) 1.00 0.00 X 0 0 0 CHRIS BUSKY CEO 38.00 2.00 X 472194 24853 60155 BARTON GROH VP, FINANCE &ADMINISTRATION 33.00 7.00 X 174341 36981 28672 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 40.00 0.00 X 255982 0 31629 AMANDA JEZEK SVP, PUBLIC POLIC & GOV. RELATIONS 40.00 0.00 X 242034 0 35705 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 39.00 1.00 X 204289 5238 18754 DAVID MOLDAVSKY VP, DIGITAL & TECHNOLOGY STRATEGY 35.00 5.00 X 203402 29057 40775 SALANDRA THOMAS VP, TALENT AND ORGANIZATIONAL DEVELOPMENT 37.00 3.00 X 191172 15501 18573 FELICITY CLANCY VP, MARKETING, COMMUNICATIONS, & MEMBERSHIP 40.00 0.00 X 185023 0 32642 JOHN BUCKLEY DIR., CONVENTION OPS & CORP RELATIONS 40.00 0.00 X 155147 0 30927 NATHALIE GABRIEL DIR., MEETING SERVICES 40.00 0.00 X 148369 0 15368 2231953 111630 313200 22 0 1 0 PROJECTION PRESENTATION TECHNOLOGY 5803 ROLLING RD STE 200 SPRINGFIELD VA 22152 AUDIO VISUAL SERVICES 911462 ARAMARK RECEIVABLES 5880 NOLENSVILLE PIKE NASHVILLE TN 37211 CONVENTION SERVICES 910181 UNIVERSITY OF OXFORD OXFORD UNIVERSITY PRESS GREAT CLAR OXFORD UK OX2 6DP JOURNALS PUBLICATION SERVICES 837373 MARRIOTT INTERNATIONAL PO BOX 406474 ATLANTA GA 30384 CONVENTION/MEETING SERVICES 481339 NEXXT SHOW 61 STRAFELLO DRIVE AVON MA 02322 EVENTS/EXHIBITION MANAGEMENT 377768 19 579761 1359700 1939461 ANNUAL MEETING 900099 9483975 9483975 JOURNAL 511120 7258982 7258982 MEMBERSHIP DUES 900099 2954903 2954903 MANAGEMENT FEES 561000 1435761 1435761 EDUCATIONAL COURSES 611430 395870 395870 125067 125067 21654558 851311 851311 406486 221244 185242 30403867 29244847 1159020 1159020 1159020 OTHER INCOME 900099 118790 118790 118790 26129626 21875802 0 2314363 575618 290800 31704 1523628 6157092 303101 612422 437692 63235 39893 266954 138561 2315525 122863 589186 775326 973664 47033 4349901 245323 102910 JOURNAL EXPENSES 1347864 REVENUE SHARE EXPENSE 1002534 DUES AND SUBSCRIPTIONS 879610 OVERHEAD ALLOCATION -526180 1404673 24070932 1196077 622617 5358303 5804929 2508180 2396445 347009 851460 2899188 939802 1121340 1959386 28685248 31748996 894388 1243706 40110545 44627539 1591500 1629996 182 4510034 2369465 157703 1136354 6259419 5135815 X 33851126 39491724 33851126 39491724 40110545 44627539 2058694 3581904 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 2954903 673347 -11175 662172 945569 -283397 28330 25678 2652 454648 404044 50604 2416210 510080 1906130 1959386 DEFERRED RENT 1072563 DEFERRED COMPENSATION PLAN LIABILITY 63791 1136354 29572969 3581904 3581904 25991065 138561 138561 26129626 23932371 0 23932371 138561 138561 24070932 0 EAST ASIA AND THE PACIFIC 0 2 PROGRAM SERVICES EDITORIAL REVIEWS 7000 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENTS 2500 EAST ASIA AND THE PACIFIC 0 2 GRANTMAKING 3250 EUROPE (INCLUDING ICELAND & GREENLAND) 0 3 GRANTMAKING 5500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 17 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENTS 28129 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES EDITORIAL REVIEWS 10394 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES JOURNAL PUBLISHING 837373 EUROPE (INCLUDING ICELAND & GREENLAND) 0 2 PROGRAM SERVICES MEETING EXPENSES 8358 MIDDLE EAST AND NORTH AFRICA 0 2 GRANTMAKING 3250 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENT 478 NORTH AMERICA 0 2 GRANTMAKING 8454 NORTH AMERICA 0 14 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENT 14466 NORTH AMERICA 0 2 PROGRAM SERVICES EDITORIAL REVIEWS 10569 NORTH AMERICA 0 1 PROGRAM SERVICES MEETING SERVICES 5000 NORTH AMERICA 0 1 MANAGEMENT & GENERAL LEGAL SERVICES 226 SOUTH AMERICA 0 1 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENT 1600 SOUTH AMERICA 0 2 GRANTMAKING 3250 SOUTH ASIA 0 4 GRANTMAKING 6400 SOUTH ASIA 0 1 PROGRAM SERVICES MEETING TRAVEL REIMBURSEMENT 183 SOUTH ASIA 0 2 PROGRAM SERVICES EDITORIAL REVIEWS 13000 SUB-SAHARAN AFRICA 0 1 GRANTMAKING 1600 0 30 0 34 0 64 902504 68476 970980 LIBRARIAN SUPPORT SERVICES NORTH AMERICA 1 6954 CHECK INVESTIGATOR AWARD EAST ASIA AND THE PACIFIC 2 3250 EFT INVESTIGATOR AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 2 3000 EFT IDEA INCUBATOR AWARD EUROPE (INCLUDING ICELAND & GREENLAND) 1 2500 EFT INVESTIGATOR AWARD MIDDLE EAST AND NORTH AFRICA 2 3250 EFT INVESTIGATOR AWARD NORTH AMERICA 1 1500 EFT INVESTIGATOR AWARD SOUTH AMERICA 2 3250 EFT GUERRANT AWARD SOUTH ASIA 4 6400 EFT GUERRANT AWARD SUB-SAHARAN AFRICA 1 1600 EFT 0 0 0 0 0 0 PART I, LINE 2: ALL SOCIETY AWARD WINNERS ARE REIMBURSED FOR EXPENSES INCURRED TO IDWEEK. THERE IS NO FOLLOW-UP MONITORING, AS IT IS A REIMBURSEMENT AND NO ACTION IS SPECIFIED - THE AWARD IS GIVEN FOR PAST ACHIEVEMENT. PART III ACCOUNTING METHOD: 1 IDSA EDUCATION AND RESEARCH FOUNDATION 4040 WILSON BOULEVARD SUITE 300 ARLINGTON VA 22203 311765388 501(C)(3) 370613 PROGRAM SERVICE ACCOMPLISHMENTS VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DRIVE NASHVILLE TN 37232 352528741 501(C)(3) 50000 LEAP FELLOWSHIP AWARD PRATT MEDICAL GROUP INC 800 WASHINGTON STREET - BOX 1013 BOSTON MA 02111 042743894 FOR PROFIT 50000 LEAP FELLOWSHIP AWARD YALE UNIVERSITY SCHOOL OF MEDICINE 300 CEDAR STREET NEW HAVEN CT 06520 900230377 501(C)(3) 50000 LEAP FELLOWSHIP AWARD BOSTON CHILDREN'S HOSPITAL 333 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 50000 LEAP FELLOWSHIP AWARD 4 1 IDWEEK TRAVEL GRANT 268 248050 CHOICE AWARDS 7 16000 SOCIETY AWARDS 10 13500 KASS AWARD 11 8250 YOUNG INVESTIGATOR AWARDS 4 5000 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 X 0 1 0 CHRIS BUSKY CEO 381363 20072 81277 4278 9554 503 36115 1901 22879 1204 531188 27958 0 0 BARTON GROH VP, FINANCE &ADMINISTRATION 158227 33563 8250 1750 7864 1668 10120 2147 14792 3138 199253 42266 0 0 SANDRA VURA HARWOOD VP, MEETINGS & EDUCATION 214238 0 10000 0 31744 0 14402 0 19088 0 289472 0 0 0 AMANDA JEZEK SVP, PUBLIC POLIC & GOV. RELATIONS 202447 0 10000 0 29587 0 13565 0 23972 0 279571 0 0 0 ANDREA WEDDLE EXECUTIVE DIRECTOR, HIVMA 174218 4467 9750 250 20321 521 11249 288 8606 221 224144 5747 0 0 DAVID MOLDAVSKY VP, DIGITAL & TECHNOLOGY STRATEGY 187084 26726 8750 1250 7568 1081 10809 1544 26505 3786 240716 34387 0 0 SALANDRA THOMAS VP, TALENT AND ORGANIZATIONAL DEVELO 180952 14672 9250 750 970 79 10505 852 8233 668 209910 17021 0 0 FELICITY CLANCY VP, MARKETING, COMMUNICATIONS, & MEM 167619 0 10000 0 7404 0 10503 0 23748 0 219274 0 0 0 JOHN BUCKLEY DIR., CONVENTION OPS & CORP RELATION 131129 0 5030 0 18988 0 8787 0 23436 0 187370 0 0 0 NATHALIE GABRIEL DIR., MEETING SERVICES 131311 0 0 0 17058 0 8152 0 8428 0 164949 0 0 0 PART I, LINE 4B CHRIS BUSKY - 457(B): $19,000 - 457(F): $5,766 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 ASSISTING THE PRESIDENT IN THE OVERSIGHT OF THE ADMINISTRATIVE INFRASTRUCTURE OF THE SOCIETY; 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 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) REPORT 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. 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 FULL BOARD, MEETING IN EXECUTIVE SESSION, (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 XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PREVIOUS YEAR. IDSA EDUCATION AND RESEARCH FOUNDATION 4040 WILSON BLVD SUITE 300 ARLINGTON VA 22203 311765388 FUNDING INITIATIVES DEDICATED TO SUPPORTING IDSA'S MISSION WORLDWIDE VA 501(C)(3) 509(A)(3) IDSA 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 IDSA EDUCATION & RESEARCH FOUNDATION B 370613 COST IDSA EDUCATION & RESEARCH FOUNDATION L 265766 COST IDSA EDUCATION & RESEARCH FOUNDATION N 129776 COST