2012-07-31T11:38:04-05:00 2011-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2011-01-01 510149057 SOCIETY OF GASTROENTEROLOGY NURSES AND ASSOCIATES INC SOCI 3126735815 401 N MICHIGAN AVENUE NO 22FL CHICAGO IL 60611 DALE WEST 3126735815 2012-07-26 1 GREGORY S ADAMS P00095559 6305738600 2011 2016-02-24 21:20:13Z DALE WEST 401 N MICHIGAN AVE CHICAGO IL 60611 3919333 0 X WWW.SGNA.ORG X 1979 WI TO KEEP MEMBERS EDUCATED AND INFORMED ABOUT DEVELOPMENTS IN THIS FIELD. 12 12 0 85 0 0 735706 812159 3048603 2409082 27473 82024 32188 30841 3843970 3334106 0 0 0 0 0 0 0 0 0 3782322 3371024 3782322 3371024 61648 -36918 2609018 2494534 1056280 1045443 1552738 1449091 TO KEEP MEMBERS EDUCATED AND INFORMED ABOUT DEVELOPMENTS IN THIS FIELD. 0 0 THE SOCIETY UNITES INDIVIDUALS ENGAGED IN THE FIELDS OF GASTROENTEROLOGY AND ENDOSCOPY FOR THE PURPOSE OF ENCOURAGING AND DEVELOPING EDUCATIONAL PROGRAMS IN THOSE FIELDS. 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 1 0 0 0 0 0 0 0 0 1 37 0 0 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X SMITHBUCKLIN CORPORATION 3126446610 401 N MICHIGAN AVENUE CHICAGO IL 60611 X LESLIE STEWART 2.00 X X 0 0 0 PHYLLIS MALPAS 2.00 X X 0 0 0 BETTY MCGINTY 2.00 X X 0 0 0 JANE HARKER 2.00 X X 0 0 0 PEGGY GAUTHIER 2.00 X X 0 0 0 LISA FUNKALSRUD 2.00 X 0 0 0 JO SIENKNECHT 2.00 X 0 0 0 LEARAE HERRON-RICE 2.00 X 0 0 0 KIMBERLY FOLEY 2.00 X 0 0 0 COLLEEN KEITH 2.00 X 0 0 0 CONRAD WORRELL 2.00 X 0 0 0 CATHERINE BAUER 2.00 X 0 0 0 KATHY BAKER 2.00 X X 0 0 0 DALE WEST 40.00 X 0 0 0 0 0 0 0 0 0 0 SMITHBUCKLIN 401 NORTH MICHIGAN CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 1778319 1 744446 67713 67713 812159 MEETINGS 611710 1312236 1312236 PUBLICATIONS 541800 617036 617036 SPONSORSHIP 611710 235000 235000 AWARDS 900099 205000 205000 RESEARCH & EDUCATION 611710 39810 39810 2409082 61679 61679 605572 585227 20345 20345 20345 MISCELLANEOUS 611710 30841 30841 30841 3334106 2460268 0 61679 X 216524 12154 107449 6765 68909 25991 32328 1038879 9682 PRINTING & PUBLICATIONS 542824 COMMITTEES 407013 ADMINISTRATIVE SUPPORT 228823 STAFF OPERATIONS 151793 521890 3371024 382257 351736 855507 678502 46685 137090 89713 43538 128057 153490 186472 136252 112376 50220 985648 1074492 8775 5466 2609018 2494534 172005 155826 884275 889617 1056280 1045443 X 1552738 1391121 57970 1552738 1449091 2609018 2494534 X -36918 -66729 X X 0 1 1 X 0 186472 136252 50220 50220 3334106 3371024 -36918 -66729 -66729 -103647 3267377 -66729 -66729 3334106 0 3334106 3371024 0 3371024 0 3371024 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2008, 2009, AND 2010 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. X 6 67713 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS A CONTRACT WITH A FULL SERVICE MANAGEMENT COMPANY WHICH PROVIDES ALL DAY-TO-DAY OPERATING ACTIVITIES, UNDER THE DIRECTIVE OF THE BOARD OF DIRECTORS. 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART X, LINE 24E SPONSORSHIP: TOTAL EXPENSES 145,156. STRATEGIC PLAN RESERVE EXPENSE: TOTAL EXPENSES 101,694. BOARD OF DIRECTORS MEETING: TOTAL EXPENSES 83,739. CREDIT CARD FEES: TOTAL EXPENSES 43,618. LONG-TERM RESERVE EXPENSE: TOTAL EXPENSES 42,491. FELLOWS PROGRAM: TOTAL EXPENSES 22,030. DUES BILLING CARDS: TOTAL EXPENSES 17,992. TELEPHONE: TOTAL EXPENSES 17,689. PROFESSIONAL ORGANIZATIONS: TOTAL EXPENSES 17,399. WAREHOUSE: TOTAL EXPENSES 14,836. BANK FEES: TOTAL EXPENSES 11,252. NEW MEMBER KITS: TOTAL EXPENSES 3,487. MISCELLANEOUS: TOTAL EXPENSES 507. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -66,729. 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.