2019-11-11T12:31:31-06:00 2018-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-01-01 730531256 ENDOCRINE SOCIETY ENDO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 BARBARA BYRD KEENAN CEO 3019410200 2019-11-11 1 DEBORAH G KOSNETT P00290720 2022932200 2019-11-05 216.59.105.130 2019-11-11 12:31:27 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BF065EC4D347516EACB6EF6B1CA8D3F874D65F1D 2018 2020-03-31 21:24:44Z BARBARA BYRD KEENAN 2055 L STREET NW NO 600 WASHINGTON DC 20036 29190373 0 X WWW.ENDOCRINE.ORG X 1918 DE WE UNITE, LEAD AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 15 11 94 4400 1807813 645317 6533632 7145341 17625143 18276045 848905 955243 3029087 2812770 28036767 29189399 296782 326113 0 0 10814742 11420508 0 0 698023 16698048 17081836 27809572 28828457 227195 360942 67526080 61715939 28046164 24601610 39479916 37114329 X WE UNITE, LEAD, AND GROW THE ENDOCRINE COMMUNITY TO ACCELERATE SCENTIFIC BREAKTHROUGHS AND IMPROVE HEALTH WORLDWIDE. 0 0 11131419 227768 7654532 EDUCATION, SCIENCE AND PROFESSIONAL DEVELOPMENT: THE ENDOCRINE SOCIETY (ES) PROVIDES EDUCATIONAL PROGRAMS FOR RESEARCHERS AND MEDICAL PROFESSIONALS TO INCREASE THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS WITH ENDOCRINE-RELATED MEDICAL CONDITIONS. ES IS ACCREDITED BY THE ACCREDITATION COUNCIL FOR CONTINUING MEDICAL EDUCATION (ACCME) AND ALL CONTINUING MEDICAL EDUCATION PROGRAMS ARE DEVELOPED IN STRICT COMPLIANCE WITH ACCME STANDARDS AND REQUIREMENTS. EACH YEAR ES HOLDS A FOUR-DAY EDUCATIONAL MEETING (ENDO) FOCUSED ON THE BROAD FIELD OF ENDOCRINOLOGY. EACH ATTENDEE MAY EARN UP TO 32.5 CONTINUING MEDICAL EDUCATION (CME) CREDITS FOR THE CORE EDUCATIONAL PROGRAM. ES ALSO HOLDS AN ANNUAL CLINICAL ENDOCRINOLOGY UPDATE (CEU) EVENT WHERE PROFESSIONALS MAY EARN UP TO 22.5 CME CREDITS, DEPENDING ON THE EDUCATION OPTIONS CHOSEN. THE SOCIETY PROVIDES MANY OTHER OPPORTUNITIES FOR PROFESSIONAL EDUCATION AND CREDIT IN VARIOUS FORMATS DURING THE YEAR INCLUDING BUT NOT LIMITED TO: IN-PERSON SPEAKER EVENTS, EDUCATIONAL BOOKS, ONLINE COURSES, STUDY GUIDES, MONOGRAPHS, AND WEBCASTS. DURING 2018, THE SOCIETY HAD A SECOND CEU MEETING THAT TOOK PLACE ON THE WEST COAST.THE SOCIETY ALSO COLLABORATES WITH OTHER MEDICAL AND SCIENTIFIC PROFESSIONAL SOCIETIES AND OFTEN CO-SPONSORS EDUCATIONAL EVENTS WHEN THE TOPICS ARE OF INTEREST TO SOCIETY MEMBERSHIP AND ARE CONSISTENT WITH THE SOCIETY'S MISSION. IN ORDER TO SUPPORT AND ENCOURAGE PARTICIPATION BY EARLY-CAREER PROFESSIONALS, THE SOCIETY OFTEN PROVIDES TRAVEL GRANTS AND AWARDS TO TRAINEES. 5197389 2000 10864966 PUBLICATIONS: ES PUBLISHES FOUR PEER-REVIEWED SCIENTIFIC JOURNALS, INCLUDING AN OPEN ACCESS JOURNAL, FOR A GLOBAL READERSHIP. THE JOURNALS ARE AIMED AT FURTHERING THE UNDERSTANDING OF BIOMEDICAL RESEARCH INTO ENDOCRINE DISORDERS AND THE TREATMENT OF PATIENTS WITH ENDOCRINE-RELATED CONDITIONS. THREE OF THE JOURNALS ARE PUBLISHED MONTHLY; ONE IS PUBLISHED BI-MONTHLY. TOGETHER, THE JOURNALS PUBLISH MORE THAN 1,000 ARTICLES A YEAR. EACH JOURNAL IS EDITED BY A GROUP OF EMINENT ENDOCRINOLOGISTS WHO ARE MEMBERS OF THE SOCIETY. IN ADDITION, EACH JOURNAL ARTICLE IS PEER REVIEWED BY SOCIETY MEMBERS AND OTHER SPECIALISTS WORLDWIDE WITH EXPERTISE IN THE SUBJECT MATTER OF THE ARTICLE/RESEARCH BEING PRESENTED. APPROXIMATELY 4,400 MEMBERS DONATE TIME DURING THE YEAR TO THE PEER REVIEW PROCESS. THE SOCIETY ALSO PUBLISHES A MONTHLY PERIODICAL THAT PROVIDES AN ANALYSIS OF THE SCIENTIFIC ADVANCES AND NEWS IN ENDOCRINOLOGY. MEMBER CLINICIANS OFTEN DISSEMINATE THIS PUBLICATION TO THEIR PATIENTS AND OTHERS AS AN INFORMATIONAL RESOURCE ON THE CAUSES AND POSSIBLE TREATMENTS FOR ENDOCRINE DISORDERS. THE PERIODICAL ALSO PROVIDES INFORMATION TO MEMBERS ON SOCIETY EVENTS, EDUCATIONAL OPPORTUNITIES, AND GENERAL NEWS IN THE FIELD OF ENDOCRINOLOGY. FOR 2017, WE ADDED AN OPEN ACCESS JOURNAL FOR A GLOBAL READERSHIP. 1941128 1060 1710 GOVERNMENT AND PUBLIC AFFAIRS: ES IDENTIFIES ISSUES AND PUBLIC POLICY OBJECTIVES IMPORTANT TO THE PROFESSIONAL LIVES OF ITS MEMBERS AND ADVOCATES ON THEIR BEHALF TO FEDERAL POLICY MAKERS. THIS ADVOCACY TAKES SEVERAL FORMS INCLUDING COMMENTS TO FEDERAL AGENCIES, DEVELOPMENT OF POSITION STATEMENTS AND CLINICAL GUIDELINES, MEDIA OUTREACH, AND DIRECT LOBBYING. THE SOCIETY ALSO REPRESENTS ITS MEMBERS' INTERESTS THROUGH PARTICIPATION WITH OTHER GROUPS AND COALITIONS, SUCH AS THE AMERICAN MEDICAL ASSOCIATION (AMA) AND THE FEDERATION OF AMERICAN SOCIETIES OF EXPERIMENTAL BIOLOGY (FASEB). 3492797 95285 2367266 MEMBERSHIP, MARKETING, PUBLIC EDUCATION AND OTHER 3492797 95285 2367266 21762733 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 298 0 1 94 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X PAUL HEDRICK CFO 2029713636 2055 L STREET NW NO 600 WASHINGTON DC 20036 SUSAN MANDEL PRESIDENT (BEG 4/18) 20.00 X X 1125 0 0 DALE ABEL PRES. ELECT (BEG 4/18) 20.00 X X 40000 0 0 RICHARD S LEGRO SECRETARY/TREASURER 20.00 X X 35000 0 0 DOLORES SHOBACK SEC/TREAS ELECT (BEG 4/18) 20.00 X X 3250 0 0 LYNNETTE NIEMAN IMM PAST PRES (BEG 4/18) 20.00 X X 27500 0 0 HENRY KRONENBERG IMM PAST PRES (THRU 4/18) 20.00 X 5000 0 0 HOWARD B A BAUM VP PHYS IN PRACTICE 15.00 X X 0 0 0 ANTHONY L MCCALL VP CLINICAL SCIENTIST (THRU 4/18) 15.00 X X 0 0 0 STEPHEN ROSENTHAL VP CLINICAL SCIENTIST (BEG 4/18) 15.00 X X 0 0 0 GENEVIEVE NEAL-PERRY VP BASIC SCIENTIST 15.00 X X 0 0 0 ALAN C DALKIN COUNCIL - PHYS IN PRACTICE (THRU 4/18) 6.00 X 2000 0 0 DANIEL BERNARD COUNCIL 6.00 X 0 0 0 HENRY ANHALT COUNCIL (BEG 4/18) 6.00 X 0 0 0 ANN DANOFF COUNCIL 6.00 X 0 0 0 CAROL WYSHAM COUNCIL 6.00 X 2750 0 0 CLIFFORD ROSEN COUNCIL 6.00 X 2400 0 0 JENNY VISSER COUNCIL 6.00 X 0 0 0 ANTHONY HOLLENBERG COUNCIL 6.00 X 0 0 0 BEVERLY M BILLER COUNCIL (THRU 4/18) 6.00 X 5000 0 0 CESAR BOGUSZEWSKI COUNCIL 6.00 X 0 0 0 BARBARA BYRD KEENAN CEO 50.00 X 570041 0 77875 PAUL HEDRICK CHIEF FINANCIAL OFFICER 50.00 X 240458 0 49527 WANDA JOHNSON CHIEF PROGRAM OFFICER 50.00 X 266610 0 27076 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 50.00 X 249806 0 48172 MEEGHAN DE CAGNA CHIEF STRATEGIC P'SHIP OFFICER 50.00 X 188150 0 44318 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFAIRS OFFICER 50.00 X 324784 0 31737 MILA BECKER CHIEF POLICY OFFICER 50.00 X 287255 0 27500 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER 50.00 X 199045 0 42549 MICHELLE KLINKE DIRECTOR, EDUCATION 50.00 X 174665 0 17344 AARON LOHR CHIEF COMMUNICATIONS OFFICER 50.00 X 172893 0 39495 AMANDA PERL CHIEF STRATEGY OFFICER 50.00 X 171063 0 36350 2968795 0 441943 30 0 1 0 THE SHERIDAN PRESS INC 450 FAME AVE HANOVER PA 17331 JOURNAL PRINTING AND ELECTRONIC PRCSSING 1790299 FREEMAN 1600 VICEROY DRIVE SUITE 100 DALLAS TX 75235 CONVENTION MGMT AND EVENT TECHNOLOGY 1632843 AVALERE HEALTH LLC TOTAL 1350 CONNECTICUT AVE NW SUITE 900 WASHINGTON DC 20036 MEDICAL EDUCATION 934984 MEDSCAPE 12186 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 MEDICAL CME & NEWS 516680 PROJECTS IN KNOWLEDGE INC TOTAL 290 W MT PLEASANT AVENUE SUITE 2 LIVINGSTON NJ 07039 CONTINUING MEDICAL EDUCATION 322870 18 110746 7034595 7145341 JOURNAL SALES 511120 7416516 7416516 MEETING & REGISTRATION 611600 6477826 6477826 MEMBERSHIP DUES 900099 2045097 2045097 AUTHOR CHARGES 511120 1214754 1214754 REPRINT SALES 511120 446757 446757 675095 675095 18276045 955243 955243 378483 339419 39064 162251 974 161277 161277 161277 ADVERTISING REVENUE 541800 1807813 1807813 ANNUAL MTG ALLOWANCE 900099 292917 292917 172280 172280 2273010 29189399 19080661 1807813 1155584 X 8800 8800 207363 207363 109950 109950 2451338 1083026 1133124 235188 7047576 4774506 2044770 228300 606913 505391 100642 880 839021 459296 330142 49583 475660 333053 130791 11816 17899 10208 7691 69245 69245 103183 103183 42711 42711 3979091 3706662 259031 13398 567932 564701 2678 553 1190233 979867 180692 29674 326498 166944 158026 1528 1138398 703689 380736 53973 1660725 1217912 410033 32780 2916969 2911596 3872 1501 327436 305261 22175 838392 838392 110908 42851 68057 INCOME TAXES 197357 179992 17365 0 PRINTING /COMPOSITION 1358977 1356113 2457 407 HOSPITALITY 940145 808418 122721 9006 HONORARIA 820898 819954 0 944 474839 403997 64525 6317 28828457 21762733 6367701 698023 11086366 7427984 1408868 1211048 619918 1154352 20273338 6091953 14742071 14181385 39254525 37370938 414332 370232 67526080 61715939 3866203 3987339 11196014 7986647 12782065 12469842 201882 157782 28046164 24601610 X 35376193 33333170 1876901 1554337 2226822 2226822 39479916 37114329 67526080 61715939 360942 -2726529 0 X X 0 1 X 1 0 X 7409428 8712587 9623516 6533632 7145341 39424504 19199863 18269224 19072980 18017839 18741243 93301149 26609291 26981811 28696496 24551471 25886584 132725653 0 270755 262741 4643425 1747504 2395264 9319689 270755 262741 4643425 1747504 2395264 9319689 123405964 1674599 1856250 1646402 1352453 1495977 8025681 480862 666547 743219 437236 466771 2794635 2155461 2522797 2389621 1789689 1962748 10820316 697370 373163 1070533 29462122 29877771 31086117 26341160 27849332 144616502 0.85330 0.91500 0.07480 0.07260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2014 AMOUNT: $ 697,370. 2015 AMOUNT: $ 373,163. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 989 219230 220219 27572251 27792470 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 193178 213193 207951 220219 834541 250000 250000 250000 250000 1000000 1500000 2324 1779 657 989 5749 212450 X X 0 2687301 5500 -126481 64015 38773 2463532 2374517 -300 359220 7511 38625 2687301 1125323 1203800 92001 5626 40981 2374517 1267106 3875 -44706 6023 94929 1125323 1312724 6948 36007 5500 83073 1267106 0.04260 0.81770 0.13970 0 0 16452887 3141124 13311763 98043 14006 84037 3326854 2664311 662543 395554 272512 123042 14181385 OTHER LONG-TERM LIABILITIES 157782 157782 28535190 -2726529 2114057 -612472 29147662 42711 -974 41737 29189399 30900777 2114057 974 2115031 28785746 42711 42711 28828457 PART III, LINE 4: THE CLARK T. SAWIN MEMORIAL LIBRARY IS HOUSED AT THE ENDOCRINE SOCIETY'S OFFICE IN WASHINGTON, DC. THE LIBRARY COLLECTION INCLUDES MORE THAN 5,300 BOOKS, MEETING PROGRAMS FROM ENDOCRINE ORGANIZATIONS CIRCA 1930 THROUGH CURRENT DAY, PROFESSIONAL AND PERSONAL RESEARCH PAPERS, SLIDES AND MANY HISTORICAL ARTICLES. BY CATALOGING AND PRESERVING UNIQUE HISTORICAL ENDOCRINE LITERATURE AND ARTIFACTS, THE LIBRARY PLAYS AN IMPORTANT ROLE IN THE SOCIETY'S ROLE OF EDUCATION IN THE FIELD OF ENDOCRINOLOGY. BOOKS AND REFERENCE MATERIALS ARE ALL AVAILABLE FOR CIRCULATION. PART V, LINE 4: THE SOCIETY'S ENDOWMENT FUNDS HAVE BEEN ESTABLISHED FOR SPECIFIC PURPOSES AND ARE ADMINISTERED IN ACCORDANCE WITH THE DOCUMENTS THAT ESTABLISHED THE FUNDS. OF THE TOTAL YEAR END BALANCE, THE FUNDS ARE INTENDED TO BE USED AS FOLLOWS: SAWIN LIBRARY COLLECTION AND OPERATING SUPPORT - 37.8% AWARDS - 53.6% TRAVEL GRANTS - 8.6% PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII -974. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE REPORTED IN PART VIII 974. 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 750 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 7400 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 73150 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 400 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 15600 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2550 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 10100 0 0 0 0 0 0 109950 0 109950 ABSTRACT SUB-SAHARAN AFRICA 1 750 CHECK ABSTRACT EAST ASIA AND THE PACIFIC 6 5000 CHECK TRAVEL EAST ASIA AND THE PACIFIC 6 2400 CHECK ABSTRACT EUROPE (INCLUDING ICELAND & GREENLAND) 16 12750 CHECK BAXTER AWARD -LAUREATE AWARD - ENTREPRENEURSHIP EUROPE (INCLUDING ICELAND & GREENLAND) 1 50000 CHECK TRAVEL EUROPE (INCLUDING ICELAND & GREENLAND) 11 4400 CHECK RESEARCH EUROPE (INCLUDING ICELAND & GREENLAND) 1 4000 CHECK OUTSTANDING CONTRIBUTION TO ENDOCRINOLOGY EUROPE (INCLUDING ICELAND & GREENLAND) 1 2000 CHECK TRAVEL MIDDLE EAST AND NORTH AFRICA 1 400 CHECK ABSTRACT NORTH AMERICA 4 3000 CHECK RESEARCH NORTH AMERICA 1 3000 CHECK TRAVEL NORTH AMERICA 4 1600 CHECK SUMMER RESEARCH AWARD NORTH AMERICA 2 8000 CHECK ABSTRACT SOUTH ASIA 2 1750 CHECK TRAVEL SOUTH ASIA 2 800 CHECK ABSTRACT - HELMSLEY ABSTRACT SOUTH AMERICA 1 1000 CHECK ABSTRACT SOUTH AMERICA 6 4500 CHECK OUTSTANDING LEADERSHIP IN ENDOCRINOLOGY SOUTH AMERICA 1 2000 CHECK MINORITY POSTER SOUTH AMERICA 2 200 CHECK TRAVEL SOUTH AMERICA 6 2400 CHECK 0 0 0 0 0 1 PART I, LINE 2: ALL AWARDS ACCOUNTED FOR ON THE ACCRUAL BASIS. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE, GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. A SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. STUDENT AUTHOR AWARDS: AWARDEES ARE CHOSEN FROM AUTHORS OF PAPERS THAT ARE ACCEPTED AS ARTICLES IN ONE OF THE SOCIETY'S JOURNALS. THE STUDENT AUTHORS SIGN UP TO BE CONSIDERED FOR THE AWARD. ALL AWARDEES MUST SUBMIT CURRICULA VITAE TO ENSURE THEY ARE ELIGIBLE. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. ABSTRACT AWARDS: AWARDEES ARE CHOSEN FROM APPLICATIONS BASED ON RESEARCH WORK THAT RESULTED IN A SCIENTIFIC ABSTRACT. THE AWARDEE MUST PRESENT A POSTER AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. SINCE THE AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. THE JOHN D. BAXTER PRIZE FOR ENTREPRENEURSHIP WAS ESTABLISHED TO RECOGNIZE THE EXTRAORDINARY ACHIEVEMENT OF BRINGING AN IDEA, PRODUCT, SERVICE, OR PROCESS TO MARKET; WHICH ULTIMATELY ELEVATES THE FIELD OF ENDOCRINOLOGY, AND POSITIVELY IMPACTS THE HEALTH OF PATIENTS. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. 1 ABSTRACT AWARDS 100 56500 OUTSTANDING CONTRIBUTIONS TO ENDOCRINOLOGY 8 17000 RESEARCH 10 42500 STUDENT AUTHORS 2 2000 SUMMER RESEARCH 13 48308 TRAVEL AWARDS 90 38070 POSTER AWARDS 2 200 BAXTER AWARD 1 2785 PART I, LINE 2: ENDOCRINE RESEARCH GRANTS - SEVERAL TYPES: RESEARCH GRANTS FOR MD'S OR PHD CANDIDATES: AWARDS ARE BASED ON AN APPLICATION PROCESS THAT INCLUDES SPECIFIC RESEARCH UNDER A MENTOR WHO IS A SOCIETY MEMBER. COMPLETION REQUIRES THAT AN ABSTRACT WILL BE PRESENTED AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING AND THAT AN ARTICLE PUBLISHED IN A PEER-REVIEWED JOURNAL SHOULD RESULT FROM THE RESEARCH. SUMMER RESEARCH AWARDS: THESE AWARDS ARE TO FUND PROMISING UNDERGRADUATE, GRADUATE, AND MEDICAL STUDENTS WHO INTEND TO PURSUE CAREERS IN ENDOCRINOLOGY. THE STUDENTS PARTICIPATE IN RESEARCH PROJECTS UNDER THE GUIDANCE OF A SOCIETY MEMBER FOR 10 - 12 WEEKS IN THE SUMMER. THE SOCIETY MEMBER ACTS AS ADVISOR AND EVALUATES THE STUDENTS' WORK. TRAVEL AWARDS: TRAVEL AWARDS ARE FOR TRAINEES IN ENDOCRINOLOGY TO TRAVEL TO THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. THE CHECKS ARE DISTRIBUTED AT THE MEETING. IT IS ASSUMED THE ATTENDEE NEEDED THE FUNDS FOR TRAVEL IF THEY ATTENDED THE MEETING. IF AN AWARDEE DOES NOT ATTEND THE MEETING, THE AWARD IS NOT PROVIDED TO THEM. AWARDS FOR OUTSTANDING CONTRIBUTIONS TO THE FIELD OF ENDOCRINOLOGY ARE BASED ON NOMINATIONS FROM MEMBERS OF THE SOCIETY. THEY ARE GIVEN FOR A BODY OF WORK DURING THE CAREER OF THE WINNER AND THERE IS NO REQUIREMENT TO MONITOR THE USE OF FUNDS. ALL OTHER GRANTS AND AWARDS ARE GIVEN BASED ON AN APPLICATION OR A NOMINATION BY A SOCIETY MEMBER THAT REFERENCES CERTAIN WORK OF THE APPLICANT, SUCH AS A SCIENTIFIC ABSTRACT, AN ARTICLE, A POSTER, EXCELLENCE IN EDUCATION, OR A BODY OF WORK. SOME OF THE AWARDS STIPULATE THAT THE AWARDEE PRESENT A POSTER OR GIVE AN ORAL PRESENTATION AT THE SOCIETY'S ANNUAL EDUCATIONAL MEETING. HOWEVER, SINCE THE GRANT/AWARD IS GIVEN FOR WORK ALREADY COMPLETED, THERE IS NO NEED TO MONITOR THE USE OF THE FUNDS. X X X X X X 0 0 0 0 0 0 0 1 0 BARBARA BYRD KEENAN CEO 538906 0 27325 0 3810 0 52000 0 33206 0 655247 0 0 0 PAUL HEDRICK CHIEF FINANCIAL OFFICER 224768 0 15000 0 690 0 23327 0 33086 0 296871 0 0 0 WANDA JOHNSON CHIEF PROGRAM OFFICER 256735 0 8000 0 1875 0 25795 0 2288 0 294693 0 0 0 RICHARD O'GRADY CHIEF PUBLICATIONS OFFICER 239826 0 8000 0 1980 0 24573 0 30496 0 304875 0 0 0 MEEGHAN DE CAGNA CHIEF STRATEGIC P'SHIP OFFICER 179460 0 8000 0 690 0 19943 0 31417 0 239510 0 0 0 ROB LASH CHIEF PROFESSIONAL AND CLINICAL AFFA 322804 0 0 0 1980 0 0 0 40212 0 364996 0 0 0 MILA BECKER CHIEF POLICY OFFICER 278565 0 8000 0 690 0 27500 0 1023 0 315778 0 0 0 KRISTA KIRK CHIEF HR & TALENT MANAGER OFFICER 183595 0 15000 0 450 0 18949 0 30451 0 248445 0 0 0 MICHELLE KLINKE DIRECTOR, EDUCATION 169215 0 5000 0 450 0 16928 0 1267 0 192860 0 0 0 AARON LOHR CHIEF COMMUNICATIONS OFFICER 164593 0 8000 0 300 0 17021 0 28908 0 218822 0 0 0 AMANDA PERL CHIEF STRATEGY OFFICER 164763 0 6000 0 300 0 16965 0 25033 0 213061 0 0 0 PART I, LINE 7 DISCRETIONARY YEAR-END BONUSES. ALL EMPLOYEES ARE ELIGIBLE FOR THESE BONUSES. THEY ARE BASED PRIMARILY ON WORK PERFORMANCE DURING THE YEAR AND ARE GIVEN AT THE SAME TIME AS ANNUAL SALARY INCREASES. A DISTRICT OF COLUMBIA 536001131 2013-11-01 14200000 TO PROVIDE FUNDS FOR ACQUISITION, CONSTRUCTION & FURNISHING OF HEADQUARTERS 0 0 0 A 14200000 147325 14200000 2014 0 0 0 1 A 0 0 1 1 0 0 0 1 A 0 0 0 0 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF SEVEN VOTING MEMBERS: THE CURRENT PRESIDENT, PRESIDENT-ELECT, IMMEDIATE PAST PRESIDENT, THE THREE VICE PRESIDENTS, AND THE SECRETARY-TREASURER. THE CEO SHALL BE AN EX-OFFICIO MEMBER, WITHOUT VOTE, AS SHALL BE THE SECRETARY-TREASURER-ELECT, WHEN OCCURRING. THE EXECUTIVE COMMITTEE SHALL HAVE ALL THE AUTHORITY OF THE COUNCIL EXCEPT AS WITHHELD BY COUNCIL RESOLUTION. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP SHALL CONSIST OF ACTIVE MEMBERS, EMERITUS MEMBERS, RETIRED MEMBERS, AND DOCTORAL-LEVEL TRAINEES, ALL OF WHOM ARE ENTITLED TO ONE VOTE ON MATTERS REQUIRING MEMBERSHIP ACTION. FORM 990, PART VI, SECTION A, LINE 7A FOUR CLASSES OF MEMBERS HAVE THE RIGHT TO ELECT MEMBERS OF THE COUNCIL (GOVERNING BODY): ACTIVE MEMBERS, EMERITUS MEMBERS, RETIRED MEMBERS, AND DOCTORAL-LEVEL TRAINEE MEMBERS. THERE IS AN ANNUAL ELECTION FOR CERTAIN OFFICERS AND A ROTATING PORTION OF THE COUNCIL MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS THAT REQUIRE MEMBER APPROVAL: 1) REMOVAL OF OFFICERS, COUNCIL MEMBERS, OR APPOINTED OFFICIALS REQUIRES A VOTE OF TWO-THIRDS OF THE MEMBERSHIP RESPONDING TO THE BALLOT. 2) COUNCIL, AT ANY MEETING, MAY AMEND THE SOCIETY'S BYLAWS BY AN AFFIRMATIVE TWO-THIRDS VOTE OF THE NUMBER OF COUNCIL MEMBERS PROVIDED THAT THERE IS NO PROPOSAL TO REQUIRE A MEMBERSHIP VOTE FOR APPROVAL THAT HAS FOUR VOTES BY MEMBERS OF COUNCIL. IN THE EVENT THAT THERE ARE FOUR AFFIRMATIVE VOTES BY MEMBERS OF COUNCIL TO REQUIRE A VOTE BY THE SOCIETY MEMBERSHIP, THEN THE AMENDMENT WILL BE PUT TO A BALLOT OF THE MEMBERSHIP. BYLAW AMENDMENTS REQUIRE AN AFFIRMATIVE VOTE OF THREE-FIFTHS OF THE MEMBERSHIP RESPONDING WITHIN 45 DAYS AFTER THE TRANSMISSION OF THE BALLOT TO THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DETAILED REVIEW OF THE FORM 990 IS PERFORMED BY THE ASSOCIATE DIRECTOR, FINANCE, THE CFO, AND THE CEO. THE COUNCIL MEMBERS AND OFFICERS HAVE THE OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C COUNCIL MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY ARE REQUIRED TO DISCLOSE, IN WRITING, ANY CONFLICTS FROM BUSINESS TRANSACTIONS THAT WOULD NEED TO BE LISTED ON SCHEDULE L, PART IV. IN ADDITION, THE CONFLICT OF INTEREST STATEMENT IS READ AT THE BEGINNING OF EACH COUNCIL MEETING AND INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY NEW CONFLICTS THEY ARE AWARE OF ARISING FROM THEIR OWN OR OTHER COUNCIL MEMBERS' ACTIVITIES. COUNCIL MEMBERS ARE REQUIRED TO RECUSE THEMSELVES FROM VOTING ON ANY ISSUE IN WHICH THEY HAVE A CONFLICT OF INTEREST. DEPENDING ON THE CONFLICT, THEY MAY ALSO BE REQUIRED TO LEAVE THE MEETING DURING THE DISCUSSION AND DELIBERATIONS AND THEY MAY NOT BE COUNTED IN DETERMINING A QUORUM FOR THE MEETING. MEETING MINUTES REFLECT ANY RECUSAL. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S PROPOSED COMPENSATION IS REVIEWED BY THE PERFORMANCE AND COMPENSATION COMMITTEE (P&CC) OF THE SOCIETY BEFORE IT TAKES EFFECT. THE P&CC IS COMPOSED OF THE SECRETARY-TREASURER (AND SECRETARY-TREASURER-ELECT, WHEN OCCURRING), CURRENT PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT. AN INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS AND DISCUSSES THE RESULTS WITH THE P&CC. THE COMMITTEE EVALUATES THE PROPOSED COMPENSATION IN LIGHT OF THE SURVEY FOR MARKET REASONABLENESS AND THE IRS INTERMEDIATE SANCTIONS RULES. THE P&CC APPROVES A COMPENSATION AMOUNT. A WRITTEN EMPLOYMENT CONTRACT BETWEEN THE SOCIETY AND THE CEO HAS BEEN APPROVED BY THE P&CC. THE P&CC ALSO REVIEWS SALARIES FOR THE REMAINING KEY EMPLOYEES. THE INDEPENDENT CONSULTANT PERFORMS A COMPENSATION STUDY OF OTHER COMPARABLE PROFESSIONAL ASSOCIATIONS TO DETERMINE MARKET REASONABLENESS OF SALARIES. THE CONSULTANT ALSO REVIEWS THE IRS INTERMEDIATE SANCTIONS RULES WITH THE P&CC TO ENSURE THAT THEY UNDERSTAND THE SALARY LEVELS ARE APPROPRIATE IN LIGHT OF THOSE RULES. FORM 990, PART VI, SECTION C, LINE 19 THE ENDOCRINE SOCIETY'S BYLAWS AND ITS CONFLICT OF INTEREST POLICY ARE AVAILABLE ON ITS WEBSITE: WWW.ENDOCRINE.ORG. THE SOCIETY'S FORM 990 IS AVAILABLE ON A PUBLIC WEBSITE (WWW.GUIDESTAR.ORG) OR UPON REQUEST TO THE SOCIETY. FORM 990, PART IX, LINE 11G OBESITY SYMPOSIA FEE: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000. ADVERTISING COMMISSIONS: PROGRAM SERVICE EXPENSES 537,266. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 537,266. CLINICAL PRACTICE GUIDELINES - APP CONSULTANT: PROGRAM SERVICE EXPENSES 32,692. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,692. DEVELOPMENT OF A QUALITY IMPROVEMENT PROJECT: PROGRAM SERVICE EXPENSES 726,253. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 726,253. EDITORIAL SERVICES: PROGRAM SERVICE EXPENSES 162,901. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,901. ELECTION/BALLOT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 10,857. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,857. EXECUTIVE COMPENSATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 51,922. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 51,922. GLOBAL EDC : PROGRAM SERVICE EXPENSES 72,225. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,225. KNOWLEDGE INTEGRATION: PROGRAM SERVICE EXPENSES 160,520. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,520. LICENSING CONSULTANT: PROGRAM SERVICE EXPENSES 60,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,807. MEDICAL EDUCATION & COMMUNICATION SERVICES - CMES: PROGRAM SERVICE EXPENSES 1,448,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,448,289. MEDICAL ILLUSTRATORS: PROGRAM SERVICE EXPENSES 37,920. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 37,920. MEETING SERVICE SUPPORT: PROGRAM SERVICE EXPENSES 56,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,592. MGMT OF SCIENTIFIC ABSTRACT SUBMISSIONS: PROGRAM SERVICE EXPENSES 76,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,660. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 46,423. MANAGEMENT AND GENERAL EXPENSES 14,095. FUNDRAISING EXPENSES 8,898. TOTAL EXPENSES 69,416. TPA SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. PAYROLL & BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 91,313. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,313. PRINCIPAL INVESTIGATOR FEE: PROGRAM SERVICE EXPENSES 9,414. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,414. PUBLICATION CONSULTANTS: PROGRAM SERVICE EXPENSES 42,848. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,848. PUBLICATION VIDEOS: PROGRAM SERVICE EXPENSES 17,474. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,474. STRATEGIC PLAN 4: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 68,344. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 68,344. WRITING & EDITING: PROGRAM SERVICE EXPENSES 158,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 4,500. TOTAL EXPENSES 162,878. FORM 990, PART XII, LINE 2C: THE PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. ES 2055 LLC 2055 L STREET NW WASHINGTON DC 20036 465264439 LEASING DC 162252 170257 ENDOCRINE SOCIETY THE HORMONE FOUNDATION 2055 L STREET NW WASHINGTON DC 20036 911800236 PUBLIC EDUCATION - HORMONE RELATED HEALTH CONDITION MD 501(C)(3) 509(A)(1) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0