2025-09-19T06:44:59-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 223369741 INTERNATIONAL SOCIETY FOR PHARMACOECONOMICS OUTCOMES RESEARCH INTE 6095864981 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 KATE TARPEY CHIEF FINANCIAL OFFICER 6095864981 2025-09-18 1 0 X KERRI N BOGDA P00760402 7177404863 2025-09-18 2024 2025-03-06 01:10:19Z KATE TARPEY 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 24290445 0 X WWW.ISPOR.ORG X 1995 NJ PROMOTE GLOBAL HEALTH ECONOMICS AND OUTCOMES RESEARCH EXCELLENCE TO IMPROVE DECISION MAKING 11 11 69 1000 4000 1500 25000 0 18800930 18544488 -402340 1107744 60171 71596 18483761 19723828 0 0 0 0 7367146 9249275 0 0 0 9860751 10113885 17227897 19363160 1255864 360668 27237931 30224428 2891022 4613950 24346909 25610478 X THE MISSION OF INTERNATIONAL SOCIETY FOR PHARMACOECONOMICS OUTCOMES RESEARCH (ISPOR) IS TO PROMOTE HEALTH ECONOMICS AND OUTCOMES RESEARCH EXCELLENCE TO IMPROVE DECISION MAKING FOR HEALTH GLOBALLY. 0 0 16260823 0 18450488 ISPOR IS A GLOBAL, NONPROFIT SCIENTIFIC AND EDUCATIONAL SOCIETY ADVANCING EXCELLENCE IN HEALTH ECONOMICS AND OUTCOMES RESEARCH (HEOR) TO IMPROVE HEALTHCARE DECISION-MAKING WORLDWIDE.ISPOR HAS OVER 18,000 INVIDIVIDUAL AND CHAPTER MEMBERS ACROSS MORE THAN 100 COUNTRIES WHO ARE INVOLVED IN HEALTHCARE ECONOMICS AND OUTCOMES RESEARCH, INCLUDING STAKEHOLDERS FROM ACADEMIA, GOVERNMENT, PAYERS, INDUSTRY, HEALTHCARE PROVIDERS, AND PATIENT ORGANIZATIONS.ISPOR FOSTERS THE USE OF HEALTH ECONOMICS AND OUTCOMES RESEARCH FOR HEALTHCARE POLICY AND DECISION-MAKING WORLDWIDE WITH OVER 75 REGIONAL CHAPTERS AND NEARLY 100 STUDENT NETWORKS ACROSS THE GLOBE. THROUGH TASK FORCES, COUNCILS, AND SPECIAL INTEREST GROUPS, ISPOR ALSO DEVELOPS CONSENSUS GUIDELINES ON OUTCOMES RESEARCH METHODS AND THE APPLICATION OF THIS RESEARCH IN HEALTHCARE DECISIONS. THE ISPOR GOOD PRACTICES REPORTS ARE HIGHLY CITED, EXPERT CONSENSUS GUIDANCE RECOMMENDATIONS THAT SET INTERNATIONAL STANDARDS FOR HEOR AND ITS USE IN HEALTHCARE DECISION MAKING. OTHER ISPOR REPORTS AND RESEARCH TOOLS PROVIDE GUIDANCE ON IMPORTANT AREAS SUCH AS HTA, HEALTH POLICY, AI AND REAL-WORLD EVIDENCE. THESE RESOURCES ARE WIDELY USED WITH OVER 1,000,000 DOWNLOADS ANNUALLY.ISPOR PUBLISHES THREE SCIENTIFIC JOURNALS AND MULTIPLE NEWSLETTERS TO ADVANCE THE FIELD OF HEALTH ECONOMICS AND OUTCOMES RESEARCH AND HELP HEALTHCARE LEADERS MAKE EVIDENCE-BASED DECISIONS. IN 2024, THE SOCIETY PUBLISHED 5 NEW ISPOR REPORTS IN ITS JOURNAL VALUE IN HEALTH AND PROVIDED EDUCATIONAL EXCELLENCE THROUGH INITIATIVES LIKE THE HEOR LEARNING LAB, SHORT COURSES, AND WEBINARS.ISPOR'S ANNUAL CONFERENCES AND SUMMITS PROVIDE A FORUM TO FACILITATE THE INTERCHANGE OF SCIENTIFIC KNOWLEDGE IN HEALTH ECONOMICS AND OUTCOMES RESEARCH AND ITS USE IN HEALTHCARE POLICY AND DECISION-MAKING. IN 2024, ISPOR HOSTED INTERNATIONAL CONFERENCES IN ATLANTA AND BARCELONA WITH A RECORD ATTENDANCE OVER 10,000 ATTENDEES. 16260823 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 82 0 69 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NJ X KATE TARPEY CFO 6095864981 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 EBERECHUKWU ONUKWUGHA MS PHD PRESIDENT (SINCE JUNE 2024) 2.00 0.00 X X 0 0 0 UWE SIEBERT MD MP SCD PRESIDENT-ELECT 2.00 0.00 X X 0 0 0 BRIAN O'ROURKE PAST PRESIDENT (SINCE JUNE 2024) 2.00 0.00 X X 0 0 0 SEAN SULLIVAN MSC PHD TREASURER 2.00 0.00 X X 0 0 0 AMY K O'SULLIVAN PHD DIRECTOR 2.00 0.00 X 0 0 0 RAMIRO GILARDINO MD MHS DIRECTOR 2.00 0.00 X 0 0 0 DALIA DAWOUD PHD DIRECTOR 2.00 0.00 X 0 0 0 DANIEL OLLENDORF PHD DIRECTOR 2.00 0.00 X 0 0 0 ELISABETH FENWICK PHD MSC DIRECTOR 2.00 0.00 X 0 0 0 KATJA RUDELL PHD MSC DIRECTOR 2.00 0.00 X 0 0 0 LUCINDA ORSINI DPM MPH DIRECTOR 2.00 0.00 X 0 0 0 BETH DEVINE PHD DIRECTOR (UNTIL 06/24) 2.00 0.00 X 0 0 0 MARLENE GYLDMARK MPHIL DIRECTOR (UNTIL 06/24) 2.00 0.00 X 0 0 0 ANDREA MANCA MSC PHD DIRECTOR (UNTIL 06/24) 2.00 0.00 X 0 0 0 DONG-CHURL SUH PHD DIRECTOR (UNTIL 06/24) 2.00 0.00 X 0 0 0 JAN ELIAS HANSEN PHD PAST PRESIDENT (UNTIL JUNE 2024) 2.00 0.00 X X 0 0 0 SUSAN CAPON CHIEF OPERATING OFFICER 40.00 0.00 X 317919 0 28231 ELIZABETH LANE CHIEF MARKETING OFFICER 40.00 0.00 X 233634 0 31859 LAURA PIZZI CHIEF SCIENCE OFFICER 40.00 0.00 X 318549 0 12273 CHANTAL ALMONORD CHIEF INFO & ENGAGEMENT OFFICER 40.00 0.00 X 201641 0 34293 SEAN GORMLEY DIRECTOR, BUSINESS DEVELOPMENT 40.00 0.00 X 222811 0 36692 PAUL WONG DIRECTOR, GLOBAL EVENTS 40.00 0.00 X 204550 0 21913 1499104 0 165261 25 0 1 0 LEVY PREMIUM FOOD SERVICE 415 SUMMER STREET BOSTON MA 02210 CATERING AND SERVICE 517204 TAFT COMMUNICATIONS LLC 35 CLARK STREET SUITE 101 TRENTON NJ 08611 MARKETING/COMMUNICATION 498602 FREEMAN 14221 DALLAS PARKWAY DALLAS TX 75254 AUDIO VISUAL 312399 STELLALLIANCE SUNDHOLMSGATAN 9 LIMHAMN SW 21643 GLOBAL DEVELOPMENT SERVICES 236026 CONVEX TECHNOLOGIES INC 30 MARTIN ST STE 3B CUMBERLAND RI 02864 IT SERVICES 225337 21 MEETING REVENUE 611430 15826257 15826257 EBULLETIN/TECH JOURNAL REVENUE 541900 1245619 1241619 4000 MEMBER SERVICES 611430 758615 758615 EDUCATION AND SCIENTIFIC REVENUE 541900 713997 713997 18544488 726624 726624 127431 62712 64719 64719 64719 4885025 4503905 381120 381120 381120 WIRE TRANSFER FEES 900099 6877 6877 6877 19723828 18540488 4000 1179340 346150 268322 77828 7477863 5796548 1681315 380476 294930 85546 522489 405013 117476 522297 404864 117433 87249 71438 15811 141803 116105 25698 93794 93794 1095327 896832 198495 1216506 1100719 115787 96528 79075 17453 4067607 4067607 276012 226107 49905 61149 50093 11056 TAX EXPENSE 7700 7700 OTHER COMMUNICATION EXP 985955 838062 147893 JOURNAL/EDITORIAL 588067 588067 STAFF DEVELOPMENT 269320 208766 60554 1126868 848275 278593 19363160 16260823 3102337 0 2187171 505170 625004 3385322 950871 913820 502442 858112 4650395 2041888 2806687 2608507 20165756 21953497 27237931 30224428 1422347 2956697 1461285 1649862 7390 7391 2891022 4613950 X 24346909 25610478 24346909 25610478 27237931 30224428 360668 902901 0 X 0 1 X 1 0 X 105000 35000 40000 25000 205000 4601894 5787986 14193622 18779130 18540488 61903120 4706894 5822986 14233622 18804130 18540488 62108120 0 0 0 62108120 398597 445058 499411 708757 817618 2869441 398597 445058 499411 708757 817618 2869441 2381 1500 602 11437 2500 18420 9243204 19494 127527 4320 6877 9401422 14351076 6289038 14861162 19528644 19367483 74397403 0.83480 0.83410 0.03860 0.03430 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2020 AMOUNT: $ 9,243,204. BAD DEBT RECOVERY - 2021 AMOUNT: $ 19,494. STRATEGIC SPONSORSHIP - 2022 AMOUNT: $ 15,000. WIRE TRANSFER FEE - 2022 AMOUNT: $ 18,773. 2023 AMOUNT: $ 4,320. 2024 AMOUNT: $ 6,877. REBATES AND COMMISSIONS - 2022 AMOUNT: $ 93,754. 400000 400000 2579292 856876 1722416 1671103 1185012 486091 2608507 SECURITY DEPOSIT 7391 7391 X 20532935 902901 -93794 809107 19723828 0 19723828 19269366 0 19269366 93794 93794 19363160 PART X, LINE 2: ISPOR IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO ISPOR'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. ISPOR FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. ISPOR BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE REQUIRED TO BE DISCLOSED IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -93,794. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 93,794. EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM SERVICES ANNUAL EUROPEAN MEETING 2411838 0 0 0 0 0 0 2411838 0 2411838 0 0 0 0 0 0 X X 0 0 0 0 0 0 0 1 0 SUSAN CAPON CHIEF OPERATING OFFICER 267457 0 50462 0 0 0 19115 0 9116 0 346150 0 0 0 LAURA PIZZI CHIEF SCIENCE OFFICER 265649 0 52900 0 0 0 12273 0 0 0 330822 0 0 0 ELIZABETH LANE CHIEF MARKETING OFFICER 210634 0 23000 0 0 0 10400 0 21459 0 265493 0 0 0 SEAN GORMLEY DIRECTOR, BUSINESS DEVELOPMENT 138881 0 83930 0 0 0 12164 0 24528 0 259503 0 0 0 CHANTAL ALMONORD CHIEF INFO & ENGAGEMENT OFFICER 199141 0 2500 0 0 0 1073 0 33220 0 235934 0 0 0 PAUL WONG DIRECTOR, GLOBAL EVENTS 179985 0 24565 0 0 0 13374 0 8539 0 226463 0 0 0 PART I, LINE 7 THE BONUSES WERE PART OF THE ANNUAL BUDGET WHICH WAS APPROVED BY THE BOARD. THESE AMOUNTS REPORTED ON SCHEDULE J, PART II, COLUMN B(II) WERE BASED UPON SEVERAL CRITERIA, SOME WHICH WERE PERFORMANCE-BASED AND SOME WHICH WERE CALCULATED BASED UPON PRE-SET FORMULAS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS THE DUTIES AND AUTHORITY BETWEEN MEETINGS OF THE BOARD, IN PLACE OF THE BOARD, TO TAKE ACTION ON MATTERS CONSISTENT WITH THE GOALS OF THE SOCIETY. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE SOCIETY: PRESIDENT, IMMEDIATE PAST PRESIDENT, PRESIDENT-ELECT, EXECUTIVE DIRECTOR (AS SECRETARY) AND TREASURER. THE EXECUTIVE DIRECTOR IS A VOTING MEMBER OF THE BOARD, EXCEPT ON THE MATTER OF THE EXECUTIVE DIRECTOR'S SALARY AND CONTRACT REVIEW AND DETERMINATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS FIVE TYPES OF MEMBERS AS FOLLOWS: MEMBER - ANY INDIVIDUAL WHO SUPPORTS THE OBJECTIVES OF THE SOCIETY AND IS WILLING TO CONTRIBUTE TO THE ACHIEVEMENT OF THOSE OBJECTIVES IS ELIGIBLE FOR MEMBERSHIP. STUDENT MEMBER - ANY INDIVIDUAL FORMALLY ENROLLED IN A PROGRAM OF STUDY WHICH INCLUDES ASPECTS OF HEALTH ECONOMICS OR HEALTH OUTCOMES RESEARCH IN THE STUDY CURRICULUM AND SUPPORTS THE MISSION OF THE SOCIETY IS ELIGIBLE FOR STUDENT MEMBERSHIP. STUDENT MEMBERS ARE NOT PERMITTED TO HOLD OFFICER OR DIRECTOR POSITIONS. FELLOW - ANY MEMBER WHO IS DEEMED TO HAVE MADE A MERITORIOUS CONTRIBUTION TO THE ADVANCEMENT OF HEALTH ECONOMICS AND/OR OUTCOMES RESEARCH AS DEFINED BY THE ISPOR BOARD. NEW PROFESSIONAL - ANY INDIVIDUAL WITH THREE YEARS OR LESS PROFESSIONAL EXPERIENCE IN HEALTH ECONOMICS OR OUTCOMES RESEARCH. RETIRED MEMBERS - ANY MEMBER WITH TEN OR MORE YEARS OF PAID ISPOR MEMBERSHIP AND WORKING LESS THAN HALF TIME (TWENTY OR FEWER HOURS PER WEEK). FORM 990, PART VI, SECTION A, LINE 7A MEMBERS, STUDENT MEMBERS, FELLOWS, NEW PROFESSIONALS, AND RETIRED MEMBERS HAVE THE RIGHT TO VOTE FOR BOARD OFFICERS AND DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ISPOR FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. THE FORM 990 IS REVIEWED BY THE CFO, COO, CEO AND BOARD TREASURER. THE COMPLETED FORM 990 IS AVAILABLE FOR REVIEW BY THE BOARD OF DIRECTORS BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS, OFFICERS AND EMPLOYEES AGREE TO COMPLY WITH THE POLICY BY COMPLETING AND SIGNING A CONFLICT OF INTEREST STATEMENT. EVERY YEAR THE BOARD HAS THE RESPONSIBILITY OF ENSURING COMPLIANCE WITH THE POLICY, ADMINISTERING THE ANNUAL QUESTIONNAIRE AND MAKING DECISIONS AS REQUIRED TO AVOID ACTUAL CONFLICT OF INTEREST. THE BOARD ALSO REVIEWS AND REVISES THIS POLICY AS NEEDED. IN THE EVENT OF AN ACTUAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST, THE INTERESTED PARTY MUST DISCLOSE THE NATURE OF THE CONFLICT AND HE/SHE SHALL NOT BE PRESENT IN THE BOARD OR COMMITTEE DELIBERATIONS OR VOTE ON THE MATTER. COMPLETED CONFLICT OF INTEREST FORMS ARE INCLUDED ON BOARD AGENDAS, AND RECORDED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED USING MARKET COMPENSATION ANALYSIS AND COMPARISON TO LIKE ORGANIZATIONS. THE EXECUTIVE COMMITTEE NEGOTIATES A WRITTEN EMPLOYMENT AGREEMENT WITH COMPENSATION DETERMINED BY A FORMAL VOTE IN PRIVATE SESSIONS WITHOUT THE EXECUTIVE DIRECTOR'S PRESENCE. ANNUALLY, THE EXECUTIVE COMMITTEE CONDUCTS A REVIEW OF THE EXECUTIVE DIRECTOR'S PERFORMANCE AGAINST ANNUAL PRE-SET GOALS AND ORGANIZATIONAL PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 ISPOR MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS AVAILABLE UPON WRITTEN REQUESTS SUBMITTED TO ISPOR'S ADDRESS. ISPOR GLOBAL LLC 505 LAWRENCE SQUARE BLVD SOUTH LAWRENCEVILLE NJ 08648 MANAGMENT COMPANY DE 0 0 THE INTERNATIONAL SOCIETY FOR PHARMACOECONOMICS AND OUTCOMES RESEARCH INC