2018-07-27T10:17:40-05:00 2017-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2017-01-01 341604749 THE NORTH AMERICAN MENOPAUSE SOCIETY NORT 4404427550 30100 CHAGRIN BLVD NO 210 PEPPER PIKE OH 44124 CAROLYN DEVELEN CHIEF OPERATING OFFICER 4404427550 2018-07-16 1 KERRY R GUBICS P01881026 8002291099 2018-06-28 2017 2022-09-23 18:48:47Z CAROLYN DEVELEN 30100 CHAGRIN BLVD NO 210 PEPPER PIKE OH 44124 6193921 0 X WWW.MENOPAUSE.ORG X 1988 OH TO PROMOTE THE HEALTH AND QUALITY OF LIFE OF WOMEN THROUGH AN UNDERSTANDING OF MENOPAUSE. 15 13 5 125 0 0 1111013 1061431 1168945 1213812 82718 476973 80787 62948 2443463 2815164 0 0 0 0 727160 712529 0 0 145334 1800346 1691329 2527506 2403858 -84043 411306 5090175 5948120 220507 500720 4869668 5447400 TO PROMOTE THE HEALTH AND QUALITY OF LIFE OF ALL WOMEN DURING MIDLIFE AND BEYOND THROUGH AN UNDERSTANDING OF MENOPAUSE AND HEALTHY AGING. 0 0 1743756 1270606 THE NORTH AMERICAN MENOPAUSE SOCIETY SPONSORED MANY EDUCATIONAL AND MEMBERSHIP PROGRAMS. THE 28TH ANNUAL SCIENTIFIC MEETING AND PRE-MEETING COURSE WERE CONVENED, ATTRACTING MANY HEALTHCARE PROVIDERS AND RESEARCHERS FROM AROUND THE WORLD. IN 2017, A BREAST CANCER ALGORITHM MEETING OF INVITED GUESTS WAS HELD PRIOR TO THE ANNUAL MEETING. NAMS CONTINUED TO SET THE STANDARDS FOR MENOPAUSE PRACTICE THROUGH THE EXAMINATION LEADING TO THE CREDENTIAL OF NAMS CERTIFIED MENOPAUSE PRACTITIONER (NCMP). OTHER PROGRAMS INCLUDED: MEMBER E-NEWSLETTERS OF SCIENTIFIC CONTENT, MONTHLY JOURNAL MENOPAUSE, MENOPAUSE PRACTICE TEXTBOOK FOR HEALTHCARE PROVIDERS, MENOPAUSE GUIDEBOOK FOR CONSUMERS, POSITION STATEMENTS ON TOPICS RELATED TO MENOPAUSE, MENTORSHIP PROGRAM FOR RESEARCHERS, AWARD-WINNING WEBSITE FOR PROFESSIONALS AND CONSUMERS. 1743756 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 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 0 0 1 44 0 1 5 1 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO IL MN ND NJ NY OH PA TN FL VA X ELIZABETH SLOGAR 4404427550 30100 CHARGRIN BLVD SUITE 210 PEPPER PIKE OH 44124 SHERYL A KINGSBERG PHD PRESIDENT 3.00 X X 2200 0 0 JAMES H LIU MD NCMP PRESIDENT-ELECT 3.00 X X 1897 0 0 REBECCA C THURSTON PHD SECRETARY 3.00 X X 1697 0 0 NANETTE SANTORO MD TREASURER 3.00 X X 1697 0 0 MARLA SHAPIRO MDCM CCFP MHSC IMMEDIATE PAST PRESIDENT 3.00 X 1600 0 0 LISA ASTALOS CHISM DNP APRN NCMP TRUSTEE 3.00 X 1944 0 0 CAROLYN J CRANDALL MD MS NCMP TRUSTEE 3.00 X 1000 0 0 STEPHANIE S FAUBION MD TRUSTEE 3.00 X 0 0 0 HOWARD N HODIS MD TRUSTEE 3.00 X 1800 0 0 HADINE JOFFE TRUSTEE 3.00 X 0 0 0 MICHAEL R MCCLUNG MD TRUSTEE 3.00 X 897 0 0 GLORIA RICHARD-DAVIS MD TRUSTEE 3.00 X 2200 0 0 ISAAC SCHIFF MD EDITOR, MENOPAUSE JOURNAL 3.00 X 40387 0 0 WULF H UTIAN HONORARY TRUSTEE 3.00 X 1000 0 0 JOANN PINKERTON MD NCMP EXECUTIVE DIRECTOR 20.00 X X 163940 0 0 CAROLYN DEVELEN CHIEF OPERATING OFFICER 40.00 X 169392 0 2550 391651 0 2550 2 0 1 0 MARRIOTT BUSINESS SERVICES PO BOX 402642 ATLANTA GA 30384 ANNUAL MEETING HOTEL/ VENUE 351359 PSAV 23918 NETWORK PL CHICAGO IL 60673 AUDIO VISUAL 186818 WOLTERS KLUWER HEALTH INC 16705 COLLECTION CENTER DR CHICAGO IL 60673 MEDICAL JOURNAL PUBLISHER 170722 UVA PHYSICIANS GROUP 4105 LEWIS CLARK DRIVE CHARLOTTESVILLE VA 22911 EXECUTIVE DIRECTOR'S COMPENSATION 163940 FALLS COMMUNICATIONS 50 PUBLIC SQ CLEVELAND OH 44113 PUBLIC RELATIONS 104382 5 530349 531082 1061431 ANNUAL MEETING 900099 814147 814147 EDITORIAL SERVICES 511120 312140 312140 COMPETENCY EXAM FEES 611710 87525 87525 1213812 152656 152656 6154 6154 3685555 3361238 324317 324317 324317 73582 17519 56063 56063 MISCELLANEOUS INCOME 900099 731 731 731 2815164 1270606 0 483127 399448 174590 175403 49455 239835 148782 28877 62176 6841 3653 2107 1081 31660 16908 9751 5001 34745 18554 10701 5490 48000 43200 4800 20476 18428 2048 52066 46859 5207 30510 886 29554 70 149405 114707 34698 55564 9703 38739 7122 13587 13587 78533 52617 25916 43700 30929 12771 31194 20899 10295 7800 5460 2340 ANNUAL MEETING 776396 776396 MEDIA OUTLETS 288548 274122 11542 2884 OTHER PROGRAM SVC EXP 95550 95550 2403858 1743756 514768 145334 429182 730131 4860 3763 392940 369335 54799 23605 4601334 5190621 5090175 5948120 13348 46230 207159 454490 220507 500720 X 4506640 5031551 143468 192289 219560 223560 4869668 5447400 5090175 5948120 411306 166426 0 X 0 1 X 1 0 X 1513164 1612859 1164981 1111013 1061431 6463448 1227877 1384293 1284749 1264196 1288125 6449240 2741041 2997152 2449730 2375209 2349556 12912688 15065 15850 30915 260639 271480 238996 771115 15065 15850 260639 271480 238996 802030 12110658 120718 205373 138323 121216 158810 744440 120718 205373 138323 121216 158810 744440 2861759 3202525 2588053 2496425 2508366 13657128 0.88680 0.90700 0.05450 0.05090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 379858 4000 61280 3123 2922 439093 357227 5376 23960 6705 379858 364056 2705 -3996 5538 357227 349752 2999 15882 4577 364056 302145 640 51804 4837 349752 0.19990 0.50910 0.29100 1 0 392940 369335 23605 23605 X 2999109 166426 17519 183945 2815164 0 2815164 2421377 17519 17519 2403858 0 2403858 PART V, LINE 4: THE SOCIETY HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION FROM THE DONOR-RESTRICTED ENDOWMENT ONLY THE AMOUNT NECESSARY TO FUND THE UTIAN LECTURESHIP AND THE ANNUAL INVESTMENT MANAGEMENT FEE. THIS AMOUNT TYPICALLY RANGES FROM $4,000 TO $6,000 PER YEAR. IN ESTABLISHING THIS POLICY, THE SOCIETY CONSIDERED THE LONG-TERM EXPECTED RETURN ON ITS ENDOWMENT. THE SPENDING POLICY FOR THE BOARD-DESIGNATED ENDOWMENT IS DETERMINED ANNUALLY. PART X, LINE 2: THE SOCIETY RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND DURING THE YEAR ENDED DECEMBER 31, 2017, THE SOCIETY DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 17,519. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 17,519. X X X X X 0 0 0 0 0 0 0 0 0 JOANN PINKERTON MD NCMP EXECUTIVE DIRECTOR 163940 0 0 0 0 0 0 0 0 0 163940 0 0 0 CAROLYN DEVELEN CHIEF OPERATING OFFICER 154992 0 14400 0 0 0 2550 0 0 0 171942 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS MEMBERS. INDIVIDUALS ELIGIBLE FOR MEMBERSHIP SHALL SUPPORT THE PURPOSES AND OBJECTIVES OF THE SOCIETY. THE MEMBERSHIP OF THE SOCIETY SHALL CONSIST OF ACTIVE, HONORARY, LIFE, AND ASSOCIATE MEMBERS. MEMBERSHIP SHALL BE ACCEPTED IRRESPECTIVE OF SEX, RACE, LANGUAGE, RELIGION, OR POLITICAL PERSUASION. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS THAT ARE PHYSICIANS AND OTHER LICENSED HEALTHCARE PROFESSIONALS, SCIENTISTS HOLDING AN ADVANCED DEGREE IN ONE OF THE BIOLOGICAL OR SOCIAL SCIENCES, AND OTHERS WITH PROFESSIONAL OR SCIENTIFIC INTERESTS IN MENOPAUSE WHO SUBSCRIBE TO THE PRINCIPLES OF PROFESSIONAL ETHICS IN THEIR RESPECTIVE DISCIPLINES. ACTIVE MEMBERS HAVE THE RIGHT TO VOTE AND HOLD OFFICE. MEMBERS MAY VOTE FOR OR AGAINST A SLATE OF OFFICERS WHO ARE NOMINATED BY THE NOMINATING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 7B A CHANGE TO THE ORGANIZATION'S BYLAWS REQUIRES APPROVAL BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, WHICH THEN PRESENTS IT TO THE EXECUTIVE COMMITTEE FOR THEIR APPROVAL. THE EXECUTIVE COMMITTEE HAS THE POWER TO ACT ON BEHALF OF THE FULL BOARD. THE EXECUTIVE COMMITTEE VOTES TO APPROVE THE 990. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS AND UPDATES THE DISCLOSURES QUARTERLY TO ENSURE THAT THEY ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 CONTRACT/COMPENSATION COMMITTEES WERE ESTABLISHED TO REVIEW THE RENEWAL OF THE EMPLOYMENT CONTRACTS OF SENIOR EXECUTIVES. ALL MEMBERS OF THE COMMITTEE WERE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES OF NAMS. THE BOARD FORMALLY APPROVED THE RECOMMENDATIONS OF THE CONTRACT COMMITTEE. EMPLOYMENT AGREEMENTS WERE PREPARED BY THE GENERAL COUNSEL OF NAMS AND APPROPRIATELY EXECUTED. COMPENSATION LEVELS ARE DETERMINED BY THE COMPENSATION COMMITTEE AND REVIEW OF FORM 990'S OF OTHER ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST.