2017-10-24T13:42:15-05:00 2016-12-31 561422914 COLEMAN HUNTOON & BROWN PLLC 100 EUROPA DRIVE SUITE 445 CHAPEL HILL NC 27517 990 2016-01-01 237428305 INTERNATIONAL SOCIETY ON THROMBOSIS AND HAEMOSTASIS INC INTE 9199293807 610 JONES FERRY RD NO 205 CARRBORO NC 27510 JEFFREY CAIOLA DIR. FINANCE & OPERATIONS 9199293807 2017-10-18 1 LIDA L COLEMAN P00173245 9199684911 2017-10-17 168.215.131.134 2017-10-18 17:57:51 ED P 814148EB60C828B39C5344AEE1D034D933A0F12A 814148EB60C828B39C5344AEE1D034D933A0F12A 2016 2021-01-29 14:40:06Z ISTH JEFFREY CAIOLA 610 JONES FERRY RD NO 205 CARRBORO NC 27510 8969369 0 X WWW.ISTH.ORG X 1991 NC TO FURTHER RESEARCH & EDUCATION ON THE MAJOR DISEASE OF THROMBOSIS AND DISORDERS OF HAEMOSTASIS. 22 22 13 200 0 0 1281571 1294576 10977167 2316517 447929 417580 17841 0 12724508 4028673 244748 449005 0 0 1231311 1337469 0 0 69090 8662203 3654180 10138262 5440654 2586246 -1411981 15787390 16438016 1657279 3468988 14130111 12969028 X OUR OBJECTIVES ARE TO FOSTER AND ADVANCE SCIENCE RELATING TO THE IMPORTANT MEDICAL PROBLEMS OF THROMBOSIS AND ABNORMALITIES OF HAEMOSTASIS AND VASCULAR BIOLOGY; TO PROVIDE A FORUM FOR DISCUSSION OF THESE PROBLEMS; TO ENCOURAGE (SEE SCHEDULE O FOR CONTINUATION)CONCLUDED:....RESEARCH ON THESE PROBLEMS BY SCIENTISTS OF SEVERAL RELEVANT DISCIPLINES; TO FOSTER THE DIFFUSION AND EXCHANGE OF IDEAS THROUGH SCIENTIFIC MEETINGS AND PUBLICATIONS; TO STANDARDIZE NOMENCLATURE AND METHODS AS APPROPRIATE AND TIMELY. 0 0 1811315 271484 1427493 62ND ANNUAL MEETING OF THE SCIENTIFIC AND STANDARDIZATION COMMITTEE TOOK PLACE IN MONTPELLIER, FRANCE. THE SCIENTIFIC PROGRAM INCLUDED EXPERT PRESENTATIONS, EDUCATIONAL, POSTER, TECHNICAL, AND SSC SUBCOMMITTEE SESSIONS AS WELL AS SUBMISSION AND PRESENTATION OF ABSTRACTS. ISTH MEETINGS ARE OPEN TO THE GLOBAL SCIENTIFIC COMMUNITY AND PROCEEDINGS OF THE MEETINGS ARE AVAILABLE OPEN ACCESS VIA THE SOCIETY'S JOURNAL AND WEBSITE. 797737 0 1047 WORLD THROMBOSIS DAY (WTD) IS A WORLDWIDE INITIATIVE TO INCREASE GLOBAL AWARENESS OF BLOOD CLOTS, INCLUDING THEIR CAUSES, RISK FACTORS, SIGNS/SYMPTOMS AND EVIDENCE-BASED PREVENTION AND TREATMENT. ULTIMATELY, WTD AIMS TO REDUCE DEATH AND DISABILITY CAUSED BY DISEASE. 728546 167521 102855 EDUCATION SYMPOSIA LED BY EXPERT MEMBERS IN INDUSTRIALIZED AND DEVELOPING COUNTRIES, FELLOWSHIPS AND TRAINING COURSES FOR EARLY CAREER PROFESSIONALS FROM BOTH INDUSTRIALIZED AND DEVELOPING COUNTRIES, WEBINARS, WEBCASTS AND ON-LINE COURSES DEVELOPED BY INTERNATIONALLY RECOGNIZED EXPERTS, SUPPORT FOR ABSTRACT PRESENTERS FROM DEVELOPING COUNTRIES TO ATTEND ANNUAL MEETINGS. 856499 10000 785122 PUBLICATION (HARDCOPY AND ONLINE) OF THE JOURNAL OF THROMBOSIS AND HAEMOSTASIS, WHICH SERVES AS AN INTERNATIONAL FORUM FOR ORIGINAL RESEARCH ARTICLES, REPORTS AND RECOMMENDATIONS AND REVIEWS RELATED TO THE IMPORTANT MEDICAL PROBLEMS OF THROMBOSIS, BLEEDING DISORDERS, AND VASCULAR BIOLOGY. TWELVE ISSUES ARE PUBLISHED ANNUALLY. PUBLICATION OF MONTHLY E-NEWSLETTER PROVIDING INFORMATION ON ISTH EVENTS, EDUCATIONAL ACTIVITIES AND PROGRAMS, NEWS AND INTERVIEWS.MEMBER SERVICES AND BENEFITS TAILORED TO CLINICIANS, RESEARCHERS, NURSES, ALLIED HEALTH PROFESSIONALS AT ALL STAGES OF THEIR CAREERS IN BLEEDING AND CLOTTING DISORDERS THROUGH EDUCATION, PROGRAMS AND ACTIVITIES, AND PROFESSIONAL NETWORKING.THE SCIENTIFIC AND STANDARDIZATION COMMITTEE (SSC) IS A PERMANENT COMMITTEE OF THE ISTH AND IS ITS SCIENTIFIC WORKING ARM. CONDUCTED THROUGH SUBCOMMITTEES AND WORKING GROUPS, ITS ACTIVITIES PROMOTE COOPERATION AMONG LEADING INTERNATIONAL SCIENTISTS AND DIRECT THEIR ENERGIES TO PROJECTS THAT GENERATE RELIABLE AND STANDARDIZED CLINICAL AND BASIC SCIENCE TOOLS. 856499 10000 785122 4194097 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 1 1 1 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 X 16 0 1 13 1 0 1 NL UK GM CJ IS FR CA 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JEFF CAIOLA DIRECTOR OF FINANCE AND OPERATIONS 9199293807 610 JONES FERRY RD STE 205 CARRBORO NC 27510 F R ROSENDAAL JTH CO-EDITOR 8.00 X 0 0 31845 P REITSMA JTH CO-EDITOR 8.00 X 0 0 27631 EVAN SANDLER SECRETARY GENERAL 2.00 X 0 0 0 N KEY IMMEDIATE PAST CHAIRMAN 1.00 X 0 0 0 I PABINGER CHAIRMAN 2.00 X X 0 0 0 C MCLINTOCK SECRETARY/CHAIRMAN ELECT 2.00 X X 0 0 1000 W AGENO CHAIRMAN, SSC 2.00 X 0 0 500 S EICHINGER CHAIRMAN, SSC PART YEAR 2.00 X 0 0 0 S WATSON DIRECTOR 1.00 X 0 0 790 B DAHLBACK TREASURER 2.00 X X 0 0 0 M CATTANEO DIRECTOR PART YEAR 1.00 X 0 0 0 A GREINACHER DIRECTOR PART YEAR 1.00 X 0 0 0 P TRACY DIRECTOR PART YEAR 1.00 X 0 0 0 Y OZAKI DIRECTOR PART YEAR 1.00 X 0 0 1000 P LENTING DIRECTOR 1.00 X 0 0 0 J WEITZ DIRECTOR 1.00 X 0 0 0 J MORRISSEY DIRECTOR 1.00 X 0 0 0 A FALANGA DIRECTOR 1.00 X 0 0 0 D LILLICRAP DIRECTOR 1.00 X 0 0 0 J LOPEZ DIRECTOR 1.00 X 0 0 0 S REZENDE DIRECTOR 1.00 X 0 0 0 A WOLBERG DIRECTOR 1.00 X 0 0 1317 P ANGCHAISUKSIRI DIRECTOR 1.00 X 0 0 0 M MAKRIS DIRECTOR 1.00 X 0 0 4215 F PEYVANDI DIRECTOR 1.00 X 0 0 1000 S SCHULMAN DIRECTOR 1.00 X 0 0 0 J OLDENBURG PRESIDENT 2017 CONGRESS 1.00 X 0 0 0 THOMAS REISER EMPLOYEE 40.00 X 228676 0 23427 ROBERT CLARK EMPLOYEE 40.00 X 100086 0 12117 LISA ASTORGA EMPLOYEE 40.00 X 126754 0 12863 LOUISE BANNON EMPLOYEE 40.00 X 113254 0 11328 JEFFREY CAIOLA EMPLOYEE 40.00 X 124302 0 13733 693072 0 142766 5 0 1 0 WILEY-BLACKWELL 111 RIVER ST HOBOKEN NJ 07030 PUBLISHER 625745 WEBER SHANDWICK 733 TENTH STREET NW WASHINGTON DC 20001 PR & EVENT SUPPORT 401410 COLLOQUIUM 1315 RUE DE NANCY PARIS FR PROFESSIONAL CONGRESS ORGANIZERS 140149 3 421480 873096 1294576 EXHIBITION INCOME 900099 1037808 1037808 PUBLICATION INCOME 511120 758238 758238 REGISTRATION FEES 900099 434389 434389 OTHER INCOME 900099 86082 86082 2316517 265325 265325 5092951 4940696 152255 152255 152255 4028673 2316517 0 417580 449005 449005 321402 157535 113446 50421 724192 513137 202033 9022 71014 50199 19964 851 151302 59865 90429 1008 69559 45489 21247 2823 67158 48771 18387 65651 130 65521 129162 129162 86244 33399 52845 38531 1792 36739 512678 387600 121913 3165 1165522 1165522 75644 75644 CONTRACTED SERVICES 1110855 966728 144127 MEMBER SUBSCRIPTIONS 146267 146267 OTHER PROGRAM EXPENSES 135855 134055 1800 OTHER OPERATING EXPENSE 67564 67564 53049 34603 18446 5440654 4194097 1177467 69090 929181 154187 2148639 3441065 256350 217580 389624 677255 1328840 493113 863157 835727 11081720 10993859 118719 118343 15787390 16438016 452641 380552 1204638 3088436 1657279 3468988 X 14043841 12969028 1270 0 85000 0 14130111 12969028 15787390 16438016 X -1411981 335898 -85000 X 1 X 0 1 0 X 398642 696799 957166 1281571 1294576 4628754 4002171 13322858 1787185 10791090 2316517 32219821 4400813 14019657 2744351 12072661 3611093 36848575 0 0 0 36848575 316140 314222 257157 274791 265325 1427635 40803 31637 31708 8989 0 113137 356943 345859 288865 283780 265325 1540772 4757756 14365516 3033216 12356441 3876418 38389347 0.95990 0.96090 0.04010 0.03910 X PART III COLUMNS A, B AND C THE ORGANIZATION MADE A CHANGE IN ACCOUNTING METHOD EFFECTIVE JANUARY 1, 2013. AS A RESULT OF THE CHANGE FROM MODIFIED CASH TO ACCRUAL, THE COMPONENTS OF THE PUBLIC SUPPORT TEST HAVE ALSO BEEN MODIFIED, SHOWING THE CHANGE SINCE 2013. THE ORGANIZATION MEETS THE PUBLIC SUPPORT TEST UNDER CODE SECTION 509(A)(2) REQUIREMENTS BASED ON EITHER THE MODIFIED CASH OR THE ACCRUAL BASIS OF ACCOUNTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 261310 -85000 1310 175000 261288 22 261310 260638 650 261288 260000 638 260638 263684 3684 260000 1.00000 0.00000 0.00000 0 0 874073 299762 574311 202733 68593 134140 252034 124758 127276 835727 X PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENTS WERE ESTABLISHED TO FUND SUPPORT OF A SPEAKER HONORARIA FOR LECTURES AT THE BIENNIAL CONGRESS AND TO FUND AWARDS GIVEN BY THE JTH EDITORS TO YOUNG INVESTIGATORS FOR BEST ARTICLE. $85,000 ESTABLISHED TO FUND SUPPORT OF SPEAKER HONORARIA OF TWO NAMED LECTURES AT THE BIENNIAL CONGRESS WAS RETURNED TO THE DONOR. PART X, LINE 2: TEXT OF MODIFIED FOOTNOTE FIN 48 (ASC 740). INCOME TAX STATUS THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX ON ITS MISSION-RELATED ACTIVITIES AS A NOT-FOR-PROFIT CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE 501(C)(3), AND IS CLASSIFIED AS A PUBLIC CHARITY. THE SOCIETY IS ALSO EXEMPT FROM NORTH CAROLINA INCOME AND FRANCHISE TAXES ON ITS MISSION-RELATED ACTIVITIES UNDER THE NORTH CAROLINA NON-PROFIT CORPORATION ACT. CERTAIN INCOME IS ALSO EXCLUDED FROM THE DEFINITION OF AN UNRELATED TRADE OR BUSINESS UNDER IRC SEC 512(B). FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, THE SOCIETY HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 EUROPE 0 1 PROGRAM SERVICE, FELLOWSHIPS EHA-ISTH JOINT FELLOWSHIPS $57,345; CONTRIBUTION TO THE NATIONAAL FONDS TROMBOSE EN HEMOSTASE IN THE NETHERLANDS $260,077; $10,000 TO SUPPORT WOMEN'S HEALTH ISSUES INTERNATIONAL SYMPOSIUM; EXPENSES FOR MEETING HELD IN MONTPELLIER $1,110,745, AND RESIDUAL EXPENSES FOR AMSTERDAM CONGRESS $66,184 1504351 EAST ASIA AND THE PACIFIC 0 1 PROGRAM SERVICE, FELLOWSHIP FELLOWSHIP AWARDS TOTALLING $24,000. 24000 NORTH AMERICA 0 1 PROGRAM SERVICE TRAILING EXPENSES FOR CONGRESS HELD IN TORONTO, CANADA $88,176.11, INCLUDING NUMEROUS TRAVEL STIPENDS AWARDED FOR TRAVEL ASSISTANCE TO THE CONGRESS. 88176 0 3 0 0 0 3 1616527 0 1616527 EUROPE ISTH AND EUROPEAN HAEMATOLOGY ASSOCIATION JOINT FELLOWSHIPS DEDICATED TO STUDY OF PHYSIOLOGY OF COAGULATION, BLEEDING OR THROMBOSIS. 57345 WIRE TRANSFER N/A EUROPE CONTRIBUTION FROM THE 2013 CONGRESS IN AMSTERDAM FUNDS. 260077 WIRE TRANSFER N/A EUROPE WOMEN'S HEALTH ISSUES SYMPOSIUM. 10000 WIRE TRANSFER N/A REACH THE WORLD FELLOWSHIP SCIENTIST FROM CHINA - 4 MONTHS; FELLOW FROM MYANMAR - 4 MONTHS; AND FELLOW FROM MALAYSIA - 4 MONTHS. EAST ASIA AND THE PACIFIC 3 24000 WIRE TRANSFER N/A 0 0 0 0 0 0 PART I, LINE 2: THE ISTH REACH-THE-WORLD FELLOWSHIP PROGRAM IS TARGETED TO EARLY-CAREER PROFESSIONALS FROM DEVELOPING COUNTRIES (COUNTRIES DESIGNATED AS 'DEVELOPING' BY THE CLASSIFICATION OF THE WORLD BANK). THE OBJECTIVE IS TO PROMOTE ADVANCED KNOWLEDGE AND EXPERTISE IN ONE OR ALL OF THE FOLLOWING AREAS RELATED TO THROMBOSIS AND HEMOSTASIS: MEDICAL CARE; LABORATORY METHODS; AND RESEARCH. ISTH REIMBURSES AIRFARE AND PROVIDES A HOUSING AND PER DIEM STIPEND OF $2,000 PER MONTH TO ALLOW THE FELLOW TO TRAVEL AND TO STUDY AT A HOST INSTITUTE. IN 2016 ONE FELLOW FROM CHINA COMPLETED HIS FOUR MONTH FELLOWSHIP IN THE USA,ONE FELLOW FROM MYANMAR WAS FUNDED FOR A FELLOWSHIP IN THE UK AND ANOTHER FELLOW FROM MALAYSIA WAS FUNDED TO STUDY IN AUSTRALIA. ALSO ISTH CONTINUED THE PARTNERSHIP WITH THE EUROPEAN HAEMATOLOGY ASSOCIATION TO FUND A JOINT FELLOWSHIP FOR A TWO-YEAR PERIOD, PROVIDING SEED GRANT FUNDS DEDICATED TO THE STUDY OF PHYSIOLOGY OF COAGULATION, BLEEDING OR THROMBOSIS AND MAY BE USED TO SUPPORT SALARY, SMALL EQUIPMENT, SUPPLIES AND/OR TRAVEL NECESSARY FOR THE RESEARCH PROJECT. X 1 1 X X 0 0 0 0 0 0 0 0 0 THOMAS REISER EMPLOYEE 228676 0 0 0 0 0 22497 0 930 0 252103 0 0 0 PART IV, LINE 14A ISTH CONTRACTED WITH COLLOQUIUM, PROFESSIONAL CONGRESS ORGANIZERS LOCATED IN PARIS, FRANCE. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS FOUR CLASSES OF MEMBERSHIP: REGULAR, ASSOCIATE, EMERITUS AND ACADEMY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT 15 DIRECTORS TO THE BOARD OF DIRECTORS KNOWN AS THE COUNCIL. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED AND NEW BYLAWS ADOPTED BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE MEMBERS VOTING, EITHER BY MAIL OR IN PERSON AT A REGULAR MEETING OF THE MEMBERSHIP, PROVIDED THE PROPOSED CHANGE HAS BEEN SUBMITTED TO THE MEMBERSHIP AT LEAST THREE (3) MONTHS PRIOR TO THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND TREASURER OF THE CORPORATION REVIEW THE FORM 990 WHICH IS THEN MADE AVAILABLE TO THE INTERNATIONAL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL VOTING MEMBERS OF ISTH COUNCIL,ALL CHAIRS OF SSC SCIENTIFIC SUBCOMMITTEES AND SPEAKERS AT ISTH AND SSC MEETINGS ARE REQUIRED TO SUBMIT DISCLOSURE OF INTEREST/LOYALTY STATEMENTS ANNUALLY WHICH ARE KEPT ON FILE AT HEADQUARTERS. ALL MEDICAL JOURNAL AUTHORS SUBMIT COI DISCLOSURES KEPT ON FILE BY THE EDITORIAL OFFICE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR ALL HIGHLY COMPENSATED STAFF IS ROUTINELY REVIEWED AND APPROVED BY EXEC COMMM OF THE BOARD BASED ON COMPARABLE DATA FOR SIMILAR POSITIONS IN SIMILAR ORGANIZATIONS FOR SIMILAR LONGEVITY, WITH WRITTEN DOCUMENTATION IN PERSONNEL FILE AND PAYROLL RECORDS. PERSONNEL EXPENSES ARE REPORTED ANNUALLY TO THE BOARD AND APPROVED AS PART OF THE BUDGET. OFFICERS AND DIRECTORS DO NOT RECEIVE COMPENSATION FOR THEIR SERVICES. PROFESSORS F. ROSENDAAL AND P. REITSMA RECEIVE A STIPEND AS CO-EDITORS IN CHIEF OF JTH. W. AGENO, C. MCLINTOCK, Y. OSAKI AND F. PEYVANDI RECEIVE AN ASSOC. EDITORIAL HONORARIUM. M. MAKRIS, F. ROSENDAAL, S. WATSON AND A. WOLBERG RECEIVED A SPEAKER STIPEND FOR THE SSC MEETING. FORM 990, PART VI, SECTION C, LINE 18 PRIOR YEARS' 990S ARE AVAILABLE ON GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE SOCIETY'S NAME AND ADDRESS OF REGISTERED OFFICE/AGENT ARE AVAILABLE TO THE PUBLIC ON THE NC SECRETARY OF STATE WEB SITE: HTTP://WWW.SECRETARY.STATE.NC.US. THE BYLAWS AND MISSION ARE POSTED ON THE ISTH WEBPAGE. FINANCIAL STATEMENTS, THE ARTICLES OF INCORPORATION, FORM 1023 AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE BY REQUEST TO ISTH HEADQUARTERS. FORM 990, PART XI, LINE 9: RESTRICTED FUNDS RETURNED TO DONOR -85,000.