2025-11-11T12:20:03-06:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 132984912 SOCIETY OF BEHAVIORAL MEDICINE INC SOCI 4149183156 555 E WELLS ST 1100 MILWAUKEE WI 532023823 MEGAN MCVAY TREASURER 4142766445 2025-09-15 1 0 KATY L SOMMER P00273273 4142711451 2025-11-11 2024 2025-03-06 01:10:19Z CHRISTINE HUNTER 555 E WELLS ST 1100 MILWAUKEE WI 532023823 2024954 0 X WWW.SBM.ORG X 1979 NY A MULTIDISCIPLINARY ORGANIZATION OF CLINICIANS, EDUCATORS, AND SCIENTISTS DEDICATED TO PROMOTING THE STUDY OF THE INTERACTIONS OF BEHAVIOR WITH BIOLOGY AND THE ENVIRONMENT, AND THE APPLICATION OF THAT KNOWLEDGE TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES, COMMUNITIES AND POPULATIONS. 13 13 0 16 55489 46485 148852 190854 1490332 1582622 73910 150871 54755 56455 1767849 1980802 47450 57550 0 0 4375 4900 0 0 20793 1820891 1981084 1872716 2043534 -104867 -62732 4362377 4871333 418023 506310 3944354 4365023 X A MULTIDISCIPLINARY ORGANIZATION OF CLINICIANS, EDUCATORS, AND SCIENTISTS DEDICATED TO PROMOTING THE STUDY OF THE INTERACTIONS OF BEHAVIOR WITH BIOLOGY AND THE ENVIRONMENT, AND THE APPLICATION OF THAT KNOWLEDGE TO IMPROVE THE HEALTH AND WELL BEING OF INDIVIDUALS, FAMILIES, COMMUNITIES AND POPULATIONS. 0 0 745189 57550 855186 ANNUAL MEETING: PROVIDES AN EXCELLENT OPPORTUNITY FOR ATTENDEES OF ALL EXPERIENCE LEVELS TO PARTICIPATE IN THE HIGHEST CALIBER OF PROFESSIONAL PROGRAMMING DEVOTED TO RESEARCH AND PRACTICE IN THE FIELD OF BEHAVIORAL MEDICINE. THE MEETING PROVIDES AN EDUCATION-PACKED SCIENTIFIC PROGRAM THAT ALLOWS ATTENDEES TO: UNDERSTAND THE ROLE OF BEHAVIORAL MEDICINE IN TODAYS CHANGING HEALTH CARE ENVIRONMENT, IDENTIFY RECENT ADVANCES IN BEHAVIORAL INTERVENTIONS FOR HEALTH IMPROVEMENT, DISCUSS NEW AND CUTTING-EDGE RESEARCH AND CLINICAL DATA ON INTERACTIONS BETWEEN HEALTH AND BEHAVIOR, EXAMINE STRATEGIES FOR THE APPLICATION OF EVIDENCE-BASED RESEARCH IN CLINICAL PRACTICE AND HEALTH PROGRAMS, EVALUATE NEW INTERDISCIPLINARY APPROACHES TO EDUCATION AND TRAINING IN BEHAVIORAL MEDICINE, AND EXCHANGE SCIENTIFIC IDEAS ON A CROSS-DISCIPLINARY LEVEL WITH COLLEAGUES. 127687 196722 JOURNALS: ANNALS OF BEHAVIORAL MEDICINE AND TRANSLATIONAL BEHAVIORAL MEDICINE. PUBLISHES ORIGINAL EMPIRICAL ARTICLES ON BEHAVIORAL MEDICINE AND THE INTEGRATION OF BIOLOGICAL, PSYCHOSOCIAL, AND BEHAVIORAL FACTORS AND PRINCIPLES. TRANSLATIONAL BEHAVIORAL MEDICINE. A PEER-REVIEWED JOURNAL TO ENGAGE, INFORM, AND CATALYZE DIALOGUE BETWEEN THE RESEARCH, PRACTICE, AND POLICY COMMUNITIES ABOUT BEHAVIORAL MEDICINE. 46738 63700 LEADERSHIP INSTITUTE: THE PURPOSE OF THE SBM LEADERSHIP INSTITUTE IS TO TURN PARTICIPANT FELLOWS INTO MORE EFFECTIVE LEADERS BY FOSTERING SELF-AWARENESS AND THE DEVELOPMENT OF LEADERSHIP SKILLS. THE YEAR-LONG INSTITUTE KICKS OFF WITH AN IN-PERSON, TWO-DAY WORKSHOP WHERE PARTICIPANT FELLOWS ATTEND SKILL-BUILDING SESSIONS. THEN, THROUGHOUT THE INSTITUTE YEAR, FELLOWS DEVELOP THEIR OWN SELF-IDENTIFIED LEADERSHIP PROJECTS, AND RECEIVE ONE-ON-ONE COACHING FROM PROFESSIONAL COACHES AND PEER-GROUP MENTORING FROM SBM LEADERS. PARTICIPANTS ASSESS AND DEEPEN INHERENT LEADERSHIP QUALITIES; ACQUIRE SKILLS SUCH AS MANAGING COLLABORATIVE TEAMS, INFLUENCING, AND MENTORING; CONNECT WITH OTHER MID-CAREER PROFESSIONALS WHO SHARE A DESIRE TO BECOME HIGHLY EFFECTIVE LEADERS; AND LEARN FROM AND BE MENTORED BY LEADERS IN THE FIELD OF BEHAVIORAL MEDICINE. 138706 199726 SPECIAL INTEREST GROUPS, ORGANIZATIONAL DUES, THE ORGANIZATIONAL WEBSITE, AND BOARD MEETINGS. 138706 199726 1058320 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 ELLEN BECKJORD PHD MPH FSBM PRESIDENT 5.00 X X 0 0 0 CHRISTINE HUNTER PRESIDENT-ELECT 5.00 X X 0 0 0 BERNARD FUEMMELER PHD MPD FSBM PAST-PRESIDENT 5.00 X X 0 0 0 MEGAN MCVAY TREASURER 5.00 X X 0 0 0 CHARLES JONASSAINT PHD MHS MEMBER DELEGATE 1.00 X 0 0 0 JOANNA BUSCEMI PHD MEMBER DELEGATE 1.00 X 0 0 0 COURTNEY BONNER MEMBER DELEGATE 1.00 X 0 0 0 SHARON MANNE PHD FSBM COUNCIL CHAIR 1.00 X 0 0 0 ROGER FIGUEROA PHD MPH MSC COUNCIL CHAIR 1.00 X 0 0 0 JUN MA MD PHD FAHA FSBM COUNCIL CHAIR 1.00 X 4900 0 0 SCHEREZADE MAMA DRPH COUNCIL CHAIR 1.00 X 0 0 0 ANGELA PFAMMATTER COUNCIL CHAIR 1.00 X 0 0 0 MICHAEL DIEFENBACH COUNCIL CHAIR 1.00 X 0 0 0 MARGARET SCHNEIDER PHD FSB PAST-PRESIDENT 5.00 X X 0 0 0 BRIAN GONZALEZ PHD MEMBER DELEGATE 1.00 X 0 0 0 SANDRA WINTER PHD MHA PAST-TREASURER 5.00 X X 0 0 0 DANIELLE ARIGO PHD LP COUNCIL CHAIR 1.00 X 0 0 0 MARIAN FITZGIBBON PHD FSBM COUNCIL CHAIR 1.00 X 0 0 0 4900 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS ST STE 1100 MILWAUKEE WI 532023823 MANAGEMENT 985699 1 190854 190854 REGISTRATION FEES 541900 724122 724122 MEMBERSHIP DUES 541900 557028 557028 ROYALTY 513120 107168 107168 EDITORIAL REVENUE 513120 89554 89554 SPONSORSHIP 541900 41100 41100 63650 63650 1582622 99422 99422 95601 44152 51449 51449 51449 ONLINE ADVERTISING 541800 55489 55489 MISCELLANEOUS 561000 966 966 56455 1980802 1583588 55489 150871 16500 16500 32450 32450 8600 8600 4900 4900 985699 271655 714044 29378 29378 9500 9500 38835 769 38066 16253 16100 153 59525 61 59464 16668 11601 5067 28799 13073 15726 56500 52222 4278 446657 446472 185 582 582 11692 6888 4804 EDITORIAL STIPENDS 122536 122536 BANK/CREDIT CARD FEES 44043 19446 24597 SOCIAL EVENTS 30014 8609 21405 DUES & SUBSCRIPTIONS 23393 6690 16703 61010 19748 20469 20793 2043534 1058320 964421 20793 255540 117283 91949 408290 20000 63768 61787 81140 63540 3869980 4174077 26356 4362377 4871333 25559 49538 392464 456772 418023 506310 X 3748918 4077174 195436 287849 3944354 4365023 4362377 4871333 -62732 483401 0 X 0 1 X 1 0 X 600958 709048 722541 694594 747882 3475023 641854 652104 842681 944590 1025594 4106823 1242812 1361152 1565222 1639184 1773476 7581846 0 156967 195615 195352 240482 237434 1025850 156967 195615 195352 240482 237434 1025850 6555996 46282 48648 59187 80086 99422 333625 46282 48648 59187 80086 99422 333625 39574 81869 73973 52896 55489 303801 4222 542 39492 1860 966 47082 1332890 1492211 1737874 1774026 1929353 8266354 0.79310 0.80490 0.04040 0.03480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 1 771 0 1 1 5577 0 6348 0 PART II-B, LINE 1: PART II-B LINE 1E - SBM PUBLISHES HEALTH POLICY POSITION STATEMENTS AND SHARES THEM WITH LEGISLATORS AND THEIR AIDES. STATEMENTS ARE VETTED BY SBM'S POSITION STATEMENTS COMMITTEE AND APPROVED BY SBM'S EXECUTIVE COMMITTEE, AND COVER VARIOUS HEALTH TOPICS. PART II-B LINE 1G - SBM DIRECLTY CONTACTS LEGISLATORS THROUGH VOLUNTEER AMBASSADORS THAT MEET OR EMAIL WITH LEGISLATIVE AIDES TO PROVIDE SCIENTIFIC EVIDENCE, POLICY POSITION STATEMENTS, AND OTHER EDUCATION TO INFORM HEALTH-RELATED LEGISLATION. PART II-B LINE 1H - SBM PAYS EXPENSES FOR VOLUNTEER AMBASSADORS TO ATTEND RALLIES AND OTHER LOBBYING EVENTS ORGANIZED BY OTHER GROUPS. 0 X 2425368 483401 483401 1941967 38835 38835 1980802 2004699 0 2004699 38835 38835 2043534 PART X, LINE 2: SOCIETY OF BEHAVIORAL MEDICINE, INC. OPERATES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS A PUBLIC CHARITY. HOWEVER, INCOME FROM THE SALE OF ADVERTISING NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED DECEMBER 31, 2024, WAS $9,443. THE ORGANIZATION PAID IN A TAX DEPOSIT OF $14,800 DURING THE YEAR RESULTING IN A PROBABLE REFUND OF $5,357 OF FEDERAL AND STATE TAX AS OF DECEMBER 31, 2024. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2024, 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. 0 EUROPE (INCLUDING ICELAND & GREENLAND) EDITORIAL STIPENDS 3600 NORTH AMERICA EDITORIAL STIPENDS 500 NORTH AMERICA GRANTS AND OTHER ASSISTANCE ACHIEVEMENT AWARD 4500 0 0 0 0 0 0 8600 0 8600 EDITORIAL STIPENDS EUROPE (INCLUDING ICELAND & GREENLAND) 4 3600 WIRE FMV NORTH AMERICA NORTH AMERICA 1 500 WIRE FMV ACHIEVEMENT AWARDS NORTH AMERICA 3 4500 WIRE FMV 0 0 0 0 0 0 1 INDIANA INSTITUTE FOR MEDICAL RESEARCH 1481 W 10TH ST INDIANAPOLIS IN 46202 351781809 501(C)(3) 8000 0 FMV AWARD THE RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA PO BOX 400160 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 8000 0 FMV AWARD 2 ACHIEVEMENT AWARDS 80 32450 FMV AWARDS PART I, LINE 2: SBM HAS AN AWARDS COMMITTEE THAT OVERSEES THE AWARDS PROCESS. THE COMMITTEE SELECTS THE RECIPIENTS FOR THE DISTINGUISHED SCIENTIST AND EARLY CAREER INVESTIGATOR AWARDS. THE COMMITTEE ALSO REVIEWS AND APPROVES AWARDS SELECTED BY OTHER COMMITTEES. THEY PROVIDE RECOMMENDATIONS REGARDING THE AWARD POLICY. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - SBM CONTRACTS WITH EXECUTIVE DIRECTOR INC. (A FOR-PROFIT MANAGEMENT COMPANY) TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD COSTS. FORM 990, PART VI, SECTION A, LINE 4 MEMBERSHIP IS NOT ALLOWED FOR INDIVIDUALS IN THE TOBACCO INDUSTRY. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - YES, THE ORGANIZATION HAS MEMBERS, WHO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - ANY BYLAW CHANGES MUST BE VOTED ON AND APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE FINANCE COMMITTEE IS PROVIDED WITH A COPY OF A DRAFT 990 FOR APPROVAL. THE 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH MEMBER OF THE BOARD OF DIRECTORS AND ANY STAFF WITH AUTHORITY TO MAKE OR INFLUENCE DECISIONS (INCLUDING BUT NOT LIMITED TO THE EXECUTIVE DIRECTOR) SHALL REVIEW THE SOCIETY'S "CONFLICT OF INTEREST AND DISCLOSURE POLICY, AND , AS DIRECTED IN THAT POLICY, DISCLOSE ANY MATTERS BELIEVED TO CONSTITUTE AN ACTUAL OR PERCEIVED CONFLICT. AFTER SUCH DISCLOSURES ARE MADE, THE EXECUTIVE DIRECTOR SHALL BRING THEM TO THE ATTENTION OF THE EXECUTIVE COMMITTEE OR FULL BOARD, WHERE A VOTE AS TO WHETHER AN ACTUAL OR PERCEIVED CONFLICT EXISTS SHALL BE DECIDED BY THE MAJORITY; SUCH VOTING SHALL EXCLUDE THE VOTE OF THE INDIVIDUAL WHO HAS MADE THE DISCLOSURE IN QUESTION. FOR ANY AND ALL DISCLOSURES THAT ARE DETERMINED TO CONSTITUTE ACTUAL OR PERCEIVED CONFLICT, THE EXECUTIVE COMMITTEE OR BOARD SHALL DETERMINE HOW TO MANAGE OR RESOLVE THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 SBM IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATED, A FOR-PROFIT MANAGEMENT COMPANY. SBM HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO SBM ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SBM ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. SBM ALSO DOESN'T HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 SBM'S 990 & 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SBM'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST.