2014-08-04T07:43:02-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2013-01-01 510149057 SOCIETY OF GASTROENTEROLOGY NURSES AND ASSOCIATES INC SOCI 3123215165 330 NORTH WABASH SUITE 2000 CHICAGO IL 60611 DALE WEST EXECUTIVE DIRECTOR 3123215165 2014-07-30 1 GREGORY S ADAMS P00095597 6305738600 2013 2015-11-30 17:44:51Z DALE WEST 330 N WABASH AVE CHICAGO IL 60611 3528004 0 X WWW.SGNA.ORG X 1979 WI THE SOCIETY OF GASTROENTEROLOGY NURSES AND ASSOCIATES (SGNA) IS A PROFESSIONAL ORGANIZATION OF NURSES AND ASSOCIATES DEDICATED TO THE SAFE AND EFFECTIVE PRACTICE OF GASTROENTEROLOGY AND ENDOSCOPY NURSING. SGNA CARRIES OUT ITS MISSION BY ADVANCING THE SCIENCE AND PRACTICE OF GASTROENTEROLOGY AND ENDOSCOPY NURSING THROUGH EDUCATION, RESEARCH, ADVOCACY, AND COLLABORATION, AND BY PROMOTING THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS IN AN ATMOSPHERE OF MUTUAL SUPPORT. 13 13 0 115 47100 0 773571 748119 2569786 2582570 99038 107319 34130 33821 3476525 3471829 0 0 0 0 0 0 0 0 0 3636111 3578925 3636111 3578925 -159586 -107096 2445836 2624170 1093920 1251478 1351916 1372692 X THE SOCIETY OF GASTROENTEROLOGY NURSES AND ASSOCIATES (SGNA) IS A PROFESSIONAL ORGANIZATION OF NURSES AND ASSOCIATES DEDICATED TO THE SAFE AND EFFECTIVE PRACTICE OF GASTROENTEROLOGY AND ENDOSCOPY NURSING. SGNA CARRIES OUT ITS MISSION BY ADVANCING THE SCIENCE AND PRACTICE OF GASTROENTEROLOGY AND ENDOSCOPY NURSING THROUGH EDUCATION, RESEARCH, ADVOCACY, AND COLLABORATION, AND BY PROMOTING THE PROFESSIONAL DEVELOPMENT OF ITS MEMBERS IN AN ATMOSPHERE OF MUTUAL SUPPORT. 0 0 SGNA HELD THE 2013 ANNUAL COURSE FROM MAY 17TH THROUGH MAY 22ND IN AUSTIN, TX. THE COURSE HAD APPROXIMATELY 1,250 ATTENDEES AND 670 EXHIBITORS. THE COURSE INCLUDES VARIOUS EDUCATIONAL SESSIONS IN THE FIELD OF GASTROENTEROLOGY. SGNA IS COMMITTED TO PROVIDING CONTINUING EDUCATION FOR GI NURSES AND ASSOCIATES THAT APPROPRIATELY FITS THEIR NEEDS. THE SOCIETY OFFERS A GROWING LIBRARY OF ONLINE EDUCATION MODULES THAT ALLOWS MEMBERS TO OBTAIN ADDITIONAL EDUCATION CREDITS WITHOUT HAVING TO TRAVEL TO A TRAINING SEMINAR. 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 65 0 0 1 1 0 0 0 0 0 X 13 13 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 3123215165 330 N WABASH CHICAGO IL 60611 X BETTY MCGINTY PRESIDENT 2.00 X X 0 0 0 COLLEEN KEITH PRESIDENT-ELECT 2.00 X X 0 0 0 LISA FONKALSRUD SECRETARY 2.00 X X 0 0 0 LEARAE HERRON-RICE TREASURER 2.00 X X 0 0 0 PHYLLIS MALPAS IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 CATHERINE BAUER CEPRG AND DIRECTOR OF RESEARCH 2.00 X 0 0 0 LORALEE KELSEY DIRECTOR OF EDUCATION & CE 2.00 X 0 0 0 KIMBERLY FOLEY DIRECTOR OF LEGISLATIVE AC 2.00 X 0 0 0 KRISTINE BARMAN DIRECTOR OF PRACTICE 2.00 X 0 0 0 MICHELLE DAY DIRECTOR OF REGIONAL SOCIE 2.00 X 0 0 0 CONRAD WORRELL DIRECTOR OF SOCIAL MEDIA 2.00 X 0 0 0 KATHY VINCI SPEAKER OF THE HOUSE OF DE 2.00 X 0 0 0 CHRISTOPHER ROBBINS VICE-SPEAKER OF THE HOUSE OF DELEGATES 2.00 X 0 0 0 KATHY BAKER EX OFFICIO MEMBER - JOURNAL EDITOR 2.00 X 0 0 0 DALE WEST EX OFFICIO MEMBER - EXECUT 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN 330 N WABASH AVE CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 1926062 PIXEL LLC 915 TWIN ELMS COURT NASHVILLE TN 37210 AUDIOVISUAL PRODUCTION 122256 2 748119 748119 MEETINGS 611710 1506732 1506732 PUBLICATIONS 541800 650359 603259 47100 SPONSORSHIP 611710 340000 340000 RESEARCH & EDUCATION 611710 74279 74279 REVIEW COURSE 611710 11200 11200 2582570 107997 107997 55497 56175 -678 -678 -678 MISCELLANEOUS 611710 33821 33821 33821 3471829 2568613 47100 107997 X 246800 22974 107808 19639 78187 18136 32328 1045375 10099 PRINTING & PUBLICATIONS 562772 COMMITTEES 492655 ADMINISTRATIVE SUPPORT 207574 STRATEGIC PLAN RESERVE 179610 554968 3578925 237142 157344 591906 372097 142727 66676 26606 114506 117152 164272 186472 186472 16389 0 1309639 1748329 4275 946 2445836 2624170 176988 316177 916932 935301 1093920 1251478 X 1331908 1332351 20008 40341 1351916 1372692 2445836 2624170 -107096 127872 0 X X 0 1 X 1 0 186472 186472 0 0 X 3857395 127872 257694 385566 3471829 0 3471829 3836619 257694 257694 3578925 0 3578925 PART X, LINE 2: THE SOCIETY FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARDS (FASB) REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE SOCIETY HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. THE FEDERAL AND STATE TAX RETURNS OF THE SOCIETY FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. FORM 990, PART VI, SECTION A, LINE 3 SMITHBUCKLIN CORPORATION IS A MANAGEMENT COMPANY WHICH MANAGES ALL ASPECTS OF THE ORGANIZATION IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS AND POLICIES. OPERATIONS MAY INCLUDE BUT ARE NOT LIMITED TO ADMINISTRATION, MEMBERSHIP, FINANCE AND ACCOUNTING, CONVENTION/TRADESHOW/MEETING PLANNING, EDUCATION, MARKETING, INFORMATION TECHNOLOGY AND GOVERNMENT RELATIONS. SMITHBUCKLIN EMPLOYEES PROVIDE THESE SERVICES AND TOTAL FEES PAID TO SMITHBUCKLIN IS $1,926,062. FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE SOCIETY SHALL BE OPEN TO ALL QUALIFIED INDIVIDUALS INVOLVED IN OR ASSOCIATED WITH GASTROENTEROLOGY AND/OR ENDOSCOPY NURSING PRACTICE. MEMBERSHIP INCLUDES BOTH VOTING AND NONVOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A ANNUAL ELECTIONS BY THE MEMBERS SHALL BE CONDUCTED TO ELECT DIRECTORS OF THE BOARD OF DIRECTORS AND THE FOUR MEMBERS OF THE COMMITTEE ON NOMINATIONS AND ELECTIONS. ANNUAL ELECTIONS BY THE BOARD OF DIRECTORS SHALL BE CONDUCTED TO ELECT THE OFFICERS OF THE SOCIETY. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE DIRECTOR AND OPERATION MANAGER BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PROCEDURES FOLLOWED BY SGNA: 1) A COPY OF THIS POLICY WILL BE PROVIDED TO ALL SGNA LEADERS OFFICIALLY REPRESENTING SGNA. 2) IF QUESTIONS ARISE, AN OPPORTUNITY FOR CLARIFICATION WILL BE ARRANGED BY THE BOARD OF DIRECTORS. 3) EACH SGNA LEADER WILL SIGN A STATEMENT THAT SAYS: I HAVE READ THE CONFLICT OF INTEREST POLICY AND UNDERSTAND IT. I HAVE HAD THE OPPORTUNITY TO ASK QUESTIONS. I AGREE TO ABIDE BY THIS POLICY RESIGNING MY POSITION OR CANCELING THE ACTIVITY THAT IS CAUSING THE CONFLICT. 4) THE AWARENESS OF ANY ACTUAL, POTENTIAL OR PERCEIVED CONFLICT OF INTEREST IS A CONTINUING OBLIGATION OF ALL MEMBERS OF SGNA WHO ACT AS REPRESENTATIVES OF THE SOCIETY. DISCLOSURE OF ANY CONFLICT IS THE RESPONSIBILITY OF ALL MEMBERS. 5) SGNA LEADERS WILL SIGN A SGNA CONFLICT OF INTEREST STATEMENT & ACKNOWLEDGEMENT ANNUALLY FOR THE LENGTH OF THEIR INVOLVEMENT IN SGNA. IN THE EVENT CIRCUMSTANCES DO CHANGE, EACH MEMBER IS RESPONSIBLE TO DISCLOSE THEIR CONFLICT TO THE BOARD OF DIRECTORS, AND FILE AN AMENDED CONFLICT OF INTEREST STATEMENT. 6) STATEMENTS ARE MAINTAINED AT SGNA HEADQUARTERS. 7) A COPY OF THIS POLICY SHALL BE GIVEN TO ALL NATIONAL BOARD OF DIRECTOR MEMBERS, ALL ELECTED OFFICIALS, NATIONAL COMMITTEE CHAIRS, THE HOUSE OF DELEGATES SPEAKER AND VICE SPEAKER, OR OTHER KEY STAKEHOLDERS UPON COMMENCEMENT OF SUCH PERSONS RELATIONSHIP WITH SGNA OR AT THE OFFICIAL ADOPTION OF STATED POLICY. A. NATIONAL LEADERS AND REPRESENTATIVES FORMS WILL BE SIGNED AT THE MAY BOARD OF DIRECTORS MEETING. B. NATIONAL COMMITTEE CHAIRS FORMS WILL BE SENT WITH THEIR COMMITTEE CONFIRMATION PAPERS. 8) EACH SGNA LEADER SHALL SIGN AND DATE THE POLICY AT THE BEGINNING OF HER/HIS TERM OF SERVICE AND EACH YEAR THEREAFTER. FAILURE TO SIGN DOES NOT NULLIFY THE POLICY. 9) THIS POLICY AND THE SGNA CONFLICT OF INTEREST STATEMENT & ACKNOWLEDGEMENT MUST BE FILED ANNUALLY BY ALL SPECIFIED PARTIES. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE MADE AVAILABLE TO THE PUBLIC ON THE SGNA WEBSITE. THE POLICIES ARE NOT MADE AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS BY REQUEST, SO NOT TO THE PUBLIC. WE DO REPORT OUR AUDITED FIGURES TO THE MEMBERSHIP AT THE ANNUAL COURSE DURING THE BUSINESS MEETING AND IN A PRINTED REPORT IN A FALL NEWSLETTER. FORM 990, PART IX, LINE 24E SPONSORSHIP 152,895. STAFF OPERATIONS 120,464. BOARD OF DIRECTORS MEETING 95,745. FELLOWS PROGRAM 49,667. CREDIT CARD FEES 46,506. PROFESSIONAL ORGANIZATIONS 14,741. TELEPHONE 14,538. MISCELLANEOUS 12,379. BANK FEES 11,939. WAREHOUSE 10,745. DUES BILLING CARDS 10,183. REVIEW COURSE 8,949. SPECIAL PROJECTS 5,441. NEW MEMBER KITS 776. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. THIS POLICY HAS NOT CHANGED FROM THE PREVIOUS YEAR.