2011-08-12T09:32:08-05:00 2010-12-31 CLIFTON GUNDERSON LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2010-01-01 510149057 SOCIETY OF GASTROENTEROLOGY NURSES AND ASSOCIATES INC SOCI 3126735815 401 N MICHIGAN AVENUE NO 22FL CHICAGO IL 60611 DALE WEST 3126735815 2011-08-02 1 GREGORY S ADAMS 6305738600 2010 2016-02-24 21:20:13Z DALE WEST 401 N MICHIGAN AVE CHICAGO IL 60611 4247069 0 X WWW.SGNA.ORG X 1979 IL TO KEEP MEMBERS EDUCATED AND INFORMED ABOUT DEVELOPMENTS IN THIS FIELD. 12 12 0 0 0 0 734505 735706 2794091 3048603 -86021 27473 30078 32188 3472653 3843970 0 0 0 0 0 0 0 0 0 3370597 3782322 3370597 3782322 102056 61648 2599517 2609018 1082481 1056280 1517036 1552738 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 0 0 0 0 0 0 0 0 0 1 35 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 LISA FUNKALSRUD 2.00 X 0 0 0 CONRAD WORRELL 2.00 X 0 0 0 COLLEEN KEITH 2.00 X 0 0 0 PHYLLIS MALPAS 2.00 X 0 0 0 LORALEE KELSEY 2.00 X 0 0 0 BETTY MCGINTY 2.00 X 0 0 0 KIMBERLY FOLEY 2.00 X 0 0 0 CATHERINE COLLINS 2.00 X 0 0 0 PEGGY GAUTHIER 2.00 X 7500 0 0 LESLIE STEWART 2.00 X 2500 0 0 MAUREEN MEHELIC 2.00 X 0 0 0 JANE HARKER 2.00 X 0 0 0 THERESA VOS 2.00 X 0 0 0 DALE WEST 40.00 X 0 0 0 10000 0 0 0 0 0 0 SMITHBUCKLIN 401 NORTH MICHIGAN CHICAGO IL 60611 ASSOCIATION MANAGEMENT SERVICES 2093960 ROSEN SHINGLE CREEK 9939 UNIVERSAL BLVD ORLANDO FL 32819 HOSPITALITY 317601 OVATION INC 601 GRASSMERE PEAK DRIVE SUITE 22 NASHVILLE TN 37211 AUDIO VISUAL SERVICES 111399 3 735706 735706 MEETINGS 611710 1927354 1927354 PUBLICATIONS 541800 693963 693963 SPONSORSHIP 611710 387500 387500 RESEARCH & EDUCATION 611710 39786 39786 3048603 61203 61203 369369 403099 -33730 -33730 -33730 MISCELLANEOUS 611710 32188 32188 32188 3843970 3047061 0 61203 213781 24717 104685 28420 32328 1566111 9386 PRINTING & PUBLICATIONS 554376 COMMITTEES 444347 SPONSORSHIP 227034 ADMINISTRATIVE SUPPORT 225474 STAFF OPERATIONS 128110 223553 3782322 313616 382257 947266 855507 86208 46685 192034 89713 139258 128057 186472 74096 99145 112376 812002 985648 9988 8775 2599517 2609018 147294 172005 935187 884275 1082481 1056280 X 1517036 1552738 1517036 1552738 2599517 2609018 X 61648 -25946 X X 0 1 1 X 0 186472 74096 112376 112376 3843970 3782322 61648 92893 -118839 -25946 35702 3936863 92893 92893 3843970 0 3843970 3782322 0 3782322 0 3782322 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 2007, 2008, AND 2009 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. PART XI, LINE 8 - OTHER ADJUSTMENTS: RELEASE OF STRATEGIC PLAN RESERVE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 92,893. RELEASE OF STRATEGIC PLAN RESERVE -118,839. TOTAL TO FORM 990, PART XI, LINE 5: -25,946. 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.