2017-10-11T11:38:05-07:00 2016-12-31 Ritz Holman LLP 330 E Kilbourn Ste 550 Milwaukee WI 532023144 990 2016-01-01 521469030 CLINICAL IMMUNOLOGY SOCIETY INC CLIN 4142248095 555 E WELLS STREET MILWAUKEE WI 53202 Daniel C Adelman MD Secretary/Treasurer 2017-10-11 true KATY L SOMMER P00273273 4142711451 2016 2021-01-29 14:40:06Z Jordan Orange MD PhD 1581877 false false X www.clinimmsoc.org X 1986 MD To facilitate education, translational research and novel approaches to therapy in clinical immunology to promote excellence in the care of patients with immunologic/inflammatory disorders. 11 11 0 0 796500 981563 360722 349089 67674 23502 1290 1770 1226186 1355924 51375 196375 0 0 0 0 813238 961155 864613 1157530 361573 198394 1687710 2047617 81826 212497 1605884 1835120 X To facilitate education, translational research and novel approaches to therapy in clinical immunology to promote excellence in the care of patients with immunologic/inflammatory disorders. false false 476901 33750 Annual Meeting: To provide an intellectual forum for all clinicians and researchers from around the world to discuss diagnosis, pathogenesis, and management of the regulation and dysregulation of immunity. The meeting was multi-disciplinary with a broad focus where delegates could learn about human immunology-related research conducted in specialties of medicine other than their own and consider how to apply those paradigms to their own research. 287409 196375 66229 Other Program Services: FILL Project, Journal 155773 Primary Immune Deficiency School: The primary goal is education on the diagnosis, pathogenesis, and treatment of complex diseases. The secondary goals are to attract and develop future scientists in academic medicine and to enhance the awareness of clinical immunology and its importance in scientific discoveries and clinical applications. A third goal is to stimulate future collaborations between young investigators in different medical centers and countries, and between young investigators and experienced physician/scientists in the field. 66887 249110 986970 true true false false false false false false false false false false false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false false true 3 0 true 0 false false false false false false false false false 0 false false false false false false false false false false X 11 11 false true true false true true true true true false false true true true true true true true true false X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 X Elie Haddad MD PhD Director 2.00 0.00 X 0 0 0 Luigi D Notarangelo MD Past President 5.00 0.00 X X 0 0 0 Roshini Sarah Abraham PhD President-Elect 5.00 0.00 X X 0 0 0 James Verbsky MD PHD Director 2.00 0.00 X 0 0 0 Alexandra F Freeman MD Director 2.00 0.00 X 0 0 0 Sergio D Rosenzweig MD PhD Director 2.00 0.00 X 0 0 0 Elena E Perez MD PHD Director 2.00 0.00 X 0 0 0 Daniel C Adelman MD Secretary/ Tres 5.00 0.00 X X 0 0 0 Jordan S Orange MD PhD President 5.00 0.00 X X 0 0 0 Troy R Torgerson MD PhD Director 2.00 0.00 X 0 0 0 Vincent R Bonagura MD FAAAAI Editor in Chief 2.00 0.00 X 0 0 0 0 false false false Executive Director Inc 555 E Wells Suite 1100 Milwaukee WI 53202 Management 189747 1 981563 981563 Exhibitor Fees 611600 33750 33750 FILL Project 611600 46375 46375 Journal Revenue 511120 19854 19854 Membership Dues & Assessments 611710 74300 74300 Registration 611600 174175 174175 635 635 349089 31076 31076 0 0 0 218379 225953 -7574 -7574 -7574 0 0 0 OTHER REVENUE 999999 1770 1770 1770 1355924 350859 23502 196375 196375 0 0 0 0 0 0 0 0 0 189747 92158 97589 991 991 5650 5650 0 0 9620 9620 0 0 4696 4696 5181 5181 0 0 0 0 624898 612408 12490 0 0 2066 2066 2062 2062 Scholarship Program 50800 50800 Clinical Immunology Journal 20227 20227 Retreat 15325 3831 11494 Bank and Credit Card Fees 11880 11880 18012 11171 6841 1157530 986970 170560 0 506442 587568 140728 139711 252000 79329 35575 0 0 0 0 50929 71959 0 907544 952772 0 0 2738 8032 0 1687710 2047617 11121 110562 70705 101935 81826 212497 X 1289884 1326120 316000 509000 1605884 1835120 1687710 2047617 198394 30842 X false true X true false X 891163 496935 593850 995475 1155738 4133161 205041 199468 504153 161747 274789 1345198 0 0 0 1096204 696403 1098003 1157222 1430527 5478359 397500 346000 310000 415000 457563 1926063 0 397500 346000 310000 415000 457563 1926063 3552296 21432 48219 54008 67674 23502 214835 0 21432 48219 54008 67674 23502 214835 0 580 1730 2180 1290 1770 7550 1118216 746352 1154191 1226186 1455799 5700744 0.62310 0.55800 0.03770 0.06380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1386766 30842 30842 1355924 1355924 1157530 1157530 1157530 Part X : FIN48 Footnote The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and is classified as other than a private foundation. Management has reviewed all tax positions recognized in previously filed tax returns and those expected to be taken in future tax returns. As of December 31, 2016, the Organization had no amounts related to unrecognized income tax benefits and no amounts related to accrued interest and penalties. The Organization does not anticipate any significant changes to unrecognized income tax benefits over the next year. true Brigham & Womens Hosp PO Box 3149 Boston MA 02241 042312909 501(C)(3) 30000 0 FMV PIDD Fellowship Award Childrens Hospital Boston PO BOX 414413 Boston MA 02241 042774441 501(C)(3) 60000 0 FMV PIDD Fellowship Award Chldrns Hosp of Philadephia Lockbox 1457 PO Box 8500 Philadelphia PA 19104 231352166 501(C)(3) 60000 0 FMV PIDD Fellowship Award Immune Deficiency Foundation 110 West Road Ste 300 TOWNSON MD 21204 521214782 501(C)(3) 46375 0 FMV FILL PROJECT 4 0 Additional Supplemental Information The award recipient must submit a final written progress report to the CIS, including disposition of funds that is reviewed by the Executive Director. It is also expected the recipient will present the final results of his/her research at a future CIS Annual Meeting. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Other Program Services: FILL Project, Journal Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company CIS is in contract with Executive Director, Inc., an association management company. Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents Summary of 2016 CIS Bylaws changes1. Article III, Section 3.1, Numbera. The following sentences were updated:The Editor of the Journal of Clinical Immunology, the official journal of the Clinical Immunology Society serves in a non-voting capacity.b. The number of years a Councilor serves changed from 6 to 3 years.c. The number of additional Councilors changed from five to two, with a term change from three to two.d. The following sentence was removed:One International Councilor may be appointed by the elected Council for a term not to exceed three years.2. Article III, Section 3.3, Terms of Officea. The term of a Councilor was changed from six years to three years.b. The following sentence was added:The President-Elect is elected biennially, serves a two-year term and ascends to the position of President. Only those individuals who have previously served on the Council are eligible to run for the office of President-Elect. The President serves a two-year term. The Immediate Past President serves a two-year term.c. The following sentence was removed:In the fourth year of the term of office, the Councilor shall become President-Elect, in the fifth year, President and in the sixth year, Immediate Past President.d. The following in bold was added to the sentence:The Secretary-Treasurer shall be elected for four years and may serve successive terms as requested and approved by the Council.3. Article VIII: BylawsThe following two sentences in bold were added:A change in the Bylaws shall require a two-thirds majority of the votes cast by the members at the Annual Business Meeting or two-thirds majority of the votes cast by members electronically.Affirmative votes of a two-thirds majority of the members attending the Annual Business Meeting or voting electronically shall be required for adoption of the amendment. Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder Regular membership is open to individuals who are engaged in research in the area of clinical immunology or have contributed to or are engaged in the practice of clinical immunology; have an MD, DO, PhD or equivalent academic degree; have made scholarly contributions as defined by the Council; are active, bona fide representatives of the international scientific community with a specialty or interest in a field related to clinical immunology. Associate membership is open to individuals who hold a Bachelors, Masters, RN or equivalent degree with a demonstrated interest in clinical immunology. Trainee membership is open to individuals who are enrolled in academic programs awarding, and are candidate for MD, DO, PhD, or equivalent degree, with a demonstrated interest in clinical immunology; are participating in post-doctoral or clinical fellowship, or residency programs. Emeritus membership is open to those individuals who have attained the age of 65 years and have been a Regular member for five years or longer. Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The voting membership elects the Councilors prior to the Annual Business Meeting. The voting membership includes regular members in good standing. Associate, Trainee and Emeritus members do not have voting rights. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders The voting membership is entitled to vote on all matters to be voted on by members of the Society. Any matter to be decided by a vote of the members shall be decided by majority vote of members present in person or by proxy at a meeting of members. Form 990, Part VI, Line 11b: Form 990 Review Process The completed form 990 and all applicable schedules is distributed to the council for review and approval. Once approved, the form is signed by a selected officer and filed with the IRS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts All council members are covered under the policy. The Executive committee has the final review/determination of whether a conflict exists. The individual with a conflict is limited from decision making regarding the transaction where the conflict exists. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management CIS is managed by Executive Director, Inc., a for-profit management company. CIS had no official employees because all staff assigned to CIS are employees of the management company. CIS also does not compensate Councilors or other top officials. CIS also doesn't have anyone who fits the definition of a Key Employees. CIS contracts with Executive Director, Inc. to provide office facilities, management, record keeping, accounting, storage, other significant services, plus related overhead costs. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees CIS is managed by Executive Director, Inc., a for-profit management company. CIS had no official employees because all staff assigned to CIS are employees of the management company. CIS also does not compensate Councilors or other top officials. CIS also doesn't have anyone who fits the definition of a Key Employees. CIS contracts with Executive Director, Inc. to provide office facilities, management, record keeping, accounting, storage, other significant services, plus related overhead costs. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available CIS makes its governing documents, conflict of interest policy, and Form 990 available for public inspection upon request. All such requests should be in writing and accompanied by a $20 reproduction and handling charge if a print copy is requested. Members of the council receiving and inquiry must advise staff of the request within a reasonable time after the inquiry is received.