2011-11-01T11:33:20-05:00 2010-12-31 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2010-01-01 237045686 INFECTIOUS DISEASES SOCIETY OF AMERICA INFE 7032990200 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 MARK LEASURE 7032990200 2011-11-01 1 DEBORAH G KOSNETT 2022932200 2010 2016-03-07 17:11:31Z IDSA MARK LEASURE 1300 WILSON BLVD NO 300 ARLINGTON VA 22209 15682501 0 X WWW.IDSOCIETY.ORG X 1970 DC TO PROMOTE EXCELLENCE IN THE PREVENTION AND CARE OF INFECTIOUS DISEASES. 15 14 56 190 0 0 1757584 1382898 7552776 8468053 -153284 774228 183825 166951 9340901 10792130 159500 6000 0 0 4559662 4962982 0 0 0 6716136 6563475 11435298 11532457 -2094397 -740327 18351845 26132684 1845332 8985380 16506513 17147304 X THE SOCIETY IS AN ORGANIZATION OF PHYSICIANS, SCIENTISTS AND OTHER HEALTH CARE INDIVIDUALS DEDICATED TO THE PROMOTION AND RECOGNITION OF EXCELLENCE IN RESEARCH, PATIENT CARE, PUBLIC HEALTH, DISEASE PREVENTION AND EDUCATION IN THE FIELD OF INFECTIOUS DISEASES. 0 0 EDUCATIONAL PROGRAMS - THROUGH AN ANNUAL MEETING AND OTHER TARGETED MEETINGS, THE SOCIETY EDUCATES MEMBERS ABOUT THE LATEST SCIENTIFIC/CLINICAL DEVELOPMENTS IN INFECTIOUS DISEASES. MEMBER SERVICES - IDSA MEMBER SERVICES PROVIDES THE FOLLOWING IN ADDITION TO JOURNALS: A) MEMBERS-ONLY ACCESS TO RESOURCES PROVIDING TIMELY INFORMATION ABOUT EMERGING INFECTIOUS DISEASES, CONTROVERSIES IN IMMUNIZATIONS, AND OTHER CURRENT ISSUES. B) DISCOUNTS AT IDSA'S ANNUAL MEETING, WHERE COLLEAGUES PRESENT THE LATEST SCIENTIFIC RESEARCH AND CLINICAL STATE OF THE ART. C) TRAVEL GRANTS AND OTHER AWARD OPPORTUNITIES FOR IDSA'S ANNUAL MEETING. D) AN ANNUAL FELLOWS RETREAT MEETING OFFERING CAREER STRATEGIES IN CLINICAL PRACTICE. HUMAN IMMUNODEFICIENCY VIRUS MEDICINE ASSOCIATION (HIVMA) - PROMOTES RESEARCH, EDUCATION, QUALITY CARE, AND CONTROL OF HIV THROUGH EDUCATION FOR AND OF HIVMA/IDSA MEMBERS, OTHER HEALH CARE PROFESSIONALS AND THE PUBLIC; ADVOCACY FOR HIV-RELATED LEGISLATIVE ACTIVITIES; SUPPORT OF BASIC AND CLINICAL INVESTIGATIVE RESEARCH; COLLLABORATION WITH PUBLIC HEALTH LEADERS, ORGANIZATIONS AND AGENCIES; AND INSURING COMMUNICATION BETWEEN IDSA AND OTHER PROFESSIONAL ORGANIZATIONS, AGENCIES AND GROUPS WITH SIMILAR OBJECTIVES. IN DESCENDING ORDER OF EXPENDITURES FOR 2010: GLOBAL ID, OTHER COMMITTEES, GROUPS AND MEETINGS, AWARDS AND FELLOWSHIPS, POLICY AND GOVERNMENT RELATIONS, GUIDELINES DEVELOPMENT, EMERGING INFECTIONS NETWORK, JOURNALS. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 1 34 0 1 56 1 0 0 0 0 1 1 0 X 15 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DONNA WILDS VP ADMIN & FINANCE 7032990200 1300 WILSON BLVD SUITE 300 ARLINGTON VA 22209 RICHARD J WHITLEY MD 2.00 X X 0 0 0 JAMES M HUGHES MD FIDSA 2.00 X X 30000 0 0 THOMAS G SLAMA MD FIDSA 2.00 X X 0 0 0 KATHRYN M EDWARDS MD FIDSA 2.00 X X 0 0 0 CYNTHIA L SEARS MD FIDSA 2.00 X X 0 0 0 DAVID A RELMAN MD FIDSA 2.00 X X 0 0 0 THOMAS M FILE JR MD FIDSA 2.00 X 0 0 0 CARLOS DEL RIO MD FIDSA 2.00 X 0 0 0 PAUL G AUWAERTER MD FIDSA 2.00 X 0 0 0 ANDREW T PAVIA MD FIDSA 2.00 X 0 0 0 WILLIAM G POWDERLY MD FIDSA 2.00 X 0 0 0 JOHAN S BAKKEN MD PHD FIDSA 2.00 X 0 0 0 WESLEY C VAN VOORHIS MDPHD FIDSA 2.00 X 0 0 0 CAROL A KAUFFMAN MD FIDSA 2.00 X 0 0 0 MICHAEL L BUTERA MD 2.00 X 0 0 0 NEIL O FISHMAN MD 2.00 X 0 0 0 MARK LEASURE 39.00 X 297800 6078 44190 DONNA WILDS 38.00 X 123106 4833 9111 ROBERT GUIDOS 40.00 X 200564 0 10563 CHRISTINE LUBINSKI 4.00 X 16144 152125 9917 SANDRA VURA HARWOOD 40.00 X 145141 0 16015 JENNIFER PADBERG 40.00 X 144909 0 2898 DIANA OLSON 40.00 X 138683 0 15886 JOHN BUCKLEY 40.00 X 112115 0 15355 ANDREA WEDDLE 40.00 X 117841 0 8909 1326303 163036 132844 10 0 1 0 UNIVERSITY OF CHICAGO PRESS 1427 E 60TH ST CHICAGO IL 60637 JOURNAL PUBLISHING 960217 IRONWORKS CONSULTING PO BOX 791259 BALTIMORE MD 21279 WEBSITE & SOFTWARE DEVELOPER 519858 SUNTRUST BANKCARD NA PO BOX 791250 BALTIMORE MD 21279 CORPORATE CARD VENDOR 509104 FREEMAN AUDIO VISUAL SOLUTIONS PO BOX 650519 DALLAS TX 75265 A/V SERVICES/MEETINGS 398235 HART HEALTH STRATEGIESVICKI HART 3823 FORDHAM RD NW WASHINGTON DC 20016 LOBBYING SERVICES 180000 8 1142000 240898 1382898 ANNUAL MEETING 900099 3491248 3491248 JOURNAL ROYALTIES 511120 2166863 2166863 MEMBERSHIP DUES 900099 1775824 1775824 MANAGEMENT FEES 561000 840232 840232 EDUCATIONAL COURSES 611430 189733 189733 4153 4153 8468053 495386 495386 168818 83866 84952 161587 163554 -1967 -1967 -1967 5005659 4726817 278842 278842 278842 OTHER INCOME 900099 100 100 100 10792130 8551919 0 857313 6000 943131 3167044 192800 391312 268695 63835 33940 480701 79905 342449 448747 584458 799131 18812 1017156 142316 62270 DUES AND SUBSCRIPTIONS 911617 SPEAKER EXPENSE 511274 A/V SERVICES 416612 EMERGING INFECTIOUS NET 240549 AWARDS EXPENSE 222136 187567 11532457 9357 533510 6226419 6253702 1362601 593275 158582 284280 1308299 789331 337219 518968 9198656 17683308 878748 59069 180263 206572 18351845 26132684 1005556 1130943 638158 7612597 201618 241840 1845332 8985380 X 15312488 15790777 1194025 1356527 16506513 17147304 18351845 26132684 X -740327 1381118 X X 0 1 1 X 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1775824 510151 765443 1275594 124308 1151286 21384 4664 16720 548330 326427 221903 738585 458240 280345 518968 DEFERRED RENT 241840 241840 10792130 11532457 -740327 1381118 1381118 640791 12336802 1381118 163554 1544672 10792130 0 10792130 11696011 163554 163554 11532457 0 11532457 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE SOCIETY BELIEVES IT IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR THE YEARS BEFORE 2007. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ALLOCATED TO PART VIII 163,554. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE ALLOCATED TO PART VIII 163,554. 1 ALEXANDER FLEMING AWARD 1 3500 OSWALD AVERY AWARD 1 2500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ORGANIZATIONS: DURING THE YEARS IN WHICH IDSA PROVIDES AN OPERATIONAL GRANT TO ITS RELATED ORGANIZATION, GRANTS ARE MADE IN FURTHERANCE OF IDSA'S CHARITABLE PURPOSES. THROUGH ITS RELATIONSHIP WITH ITS FOUNDATION, IDSA MONITORS THE USE OF THE GRANT FUNDS. INDIVIDUALS: ALL SOCIETY AWARD WINNERS ARE REIMBURSED FOR ONE NIGHT'S STAY AND AIRFARE TO OUR ANNUAL MEETING. THERE IS NO FOLLOW-UP MONITORING, AS IT IS A REIMBURSEMENT AND NO ACTION IS SPECIFIED - THE AWARD IS GIVEN FOR PAST ACHIEVEMENT. NOT ALL AWARD WINNERS RECEIVE AN HONORARIUM; THOSE LISTED ABOVE ARE THE ONLY HONORARIA AWARDEES FOR 2010. X X X 0 1 0 MARK LEASURE 271779 5547 24500 500 1521 31 30456 622 15114 308 343370 7008 0 0 ROBERT GUIDOS 200294 0 0 0 270 0 4011 0 8599 0 213174 0 0 0 CHRISTINE LUBINSKI 16134 152032 0 0 10 93 323 3043 842 7934 17309 163102 0 0 SANDRA VURA HARWOOD 144781 0 0 0 360 0 2903 0 15293 0 163337 0 0 0 DIANA OLSON 138443 0 0 0 240 0 2774 0 15264 0 156721 0 0 0 PART I, LINE 4B MARK LEASURE, 457(F) PLAN - $25,000 IDSA EDUCATION AND RESEARCH FOUNDATION IDENTICAL BOARD MEMBERS PLEASE SEE SCHEDULE R FOR ALL REPORTABLE TRANSACTIONS BETWEEN IDSA AND THE FOUNDATION. 0 SCHEDULE L, PART IV IDSA AND ITS FOUNDATION ARE TWO SECTION 501(C) ORGANIZATIONS THAT SHARE BOARD MEMBERS. ALL OF THE FOUNDATION'S BOARD MEMBERS ALSO SERVE AS IDSA BOARD MEMBERS. PLEASE SEE SCHEDULES L AND R FOR ADDITIONAL INFORMATION REGARDING BUSINESS TRANSACTIONS BETWEEN THE TWO ENTITIES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SHALL CONSIST OF THE PRESIDENT, VICE PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST PRESIDENT, SECRETARY, AND TREASURER. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR THE MANAGEMENT AND DIRECTION OF THE CORPORATION AND CONDUCT THE AFFAIRS OF THE CORPORATION DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS; FOR ASSISTING THE PRESIDENT IN THE OVERSIGHT OF THE ADMINISTRATIVE INFRASTRUCTURE OF THE SOCIETY; FOR SERVING AS AN ADVISORY BODY TO THE PRESIDENT; AND FOR REPORTING ALL OF ITS ACTIONS TO THE BOARD OF DIRECTORS FOR REVIEW AND/OR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 THE CATEGORIES OF MEMBERSHIP INCLUDE: MEMBER, MEMBER-IN-TRAINING, FELLOW, AND ASSOCIATE MEMBER. SOME MEMBERS OR FELLOWS MAY BE FURTHER CLASSIFIED AS HONORARY OR EMERITUS. A MEMBER OR FELLOW WILL BE ELIGIBLE FOR EMERITUS STATUS UPON ATTAINING THE AGE OF 65 YEARS AND RETIRING FROM THEIR PROFESSIONAL ACTIVITIES IN THE FIELD OF INFECTIOUS DISEASES. NOMINATION FOR MEMBERSHIP AS A MEMBER OR FELLOW MAY BE MADE BY ANY MEMBER OR FELLOW OF THE SOCIETY. NOMINATION FOR MEMBERSHIP AS A MEMBER-IN-TRAINING MUST BE MADE BY THE PROGRAM DIRECTOR OF AN ACCREDITED INFECTIOUS DISEASE FELLOWSHIP PROGRAM. ASSOCIATES MAY JOIN BY DIRECT APPLICATION WITHOUT NOMINATION. APPROVAL OF APPLICATIONS FOR MEMBERSHIP AS A MEMBER-IN-TRAINING, ASSOCIATE, EMERITUS OR AS A MEMBER WILL BE THE RESPONSIBILITY OF THE CHIEF EXECUTIVE OFFICER IN ACCORDANCE WITH POLICIES ESTABLISHED BY THE BOARD OF DIRECTORS. APPLICATIONS FOR FELLOWSHIP STATUS WILL BE REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERSHIP AT LARGE. MEMBERS AND FELLOWS ARE FULL VOTING MEMBERS OF THE SOCIETY. THEY ARE ELIGIBLE TO PARTICIPATE IN AND/OR CHAIR COUNCILS, COMMITTEES, BOARDS OR TASK FORCES AND MAY HOLD ELECTIVE OFFICE. THEY MAY NOMINATE AN INDIVIDUAL FOR MEMBERSHIP OR ADVANCEMENT TO FELLOWSHIP. MEMBERS-IN-TRAINING AND ASSOCIATE MEMBERS DO NOT HAVE VOTING PRIVILEGES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CEO AND VP OF ADMINISTRATION AND FINANCE BEFORE IT IS FILED. A COPY OF THE FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C IDSA REQUIRES THAT ALL VOLUNTEERS FOR OUR BOARD AND COMMITTEES SUBMIT A CONFLICT OF INTEREST (COI) REPORT ON AN ANNUAL BASIS. TOP EMPLOYEES ARE ALSO REQUIRED TO SUBMIT A COI ON AN ANNUAL BASIS. IN THE EVENT THAT A MEMBER WOULD HAVE A CONFLICT RELATED TO ANY DISCUSSION/VOTE, THEY ARE REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION/VOTE. IF STAFF WOULD HAVE A CONFLICT WITH AN AREA OR COMPANY WE ARE WORKING WITH, THEY WOULD NOT BE ALLOWED TO WORK ON/WITH THE PROJECT INVOLVING THAT AREA OR COMPANY. STAFF COIS ARE VIEWED BY THE CEO AND HE DETERMINES WHEN THIS MIGHT BE THE CASE. THE CEO CONFLICT REPORT IS SHARED WITH THE EXECUTIVE COMMITTEE OF THE BOARD AND THEY WOULD DETERMINE IF THE CEO HAS A CONFLICT. CEO COMPENSATION: (A) REVIEW AND APPROVAL IS DONE BY THE FULL BOARD, MEETING IN EXECUTIVE SESSION. (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION (C) THERE ARE NO MINUTES OF THE EXECUTIVE SESSION, SO NO WRITTEN DELIBERATION. WRITTEN DECISION IS FORWARDED TO THE VP OF FINANCE AND ADMINISTRATION TO PLACE IN PERSONNEL FILE AND APPLY ON PAYROLL. STAFF COMPENSATION: (A) REVIEW IS DONE BY THE EMPLOYEE SUPERVISOR AND APPROVAL IS DONE BY THE CEO (BOARD APPROVES THE OVERALL SALARY BUDGET, NOT INDIVIDUALS, EXCEPT FOR THE CEO). (B) COMPARABILITY DATA IS OBTAINED FROM ASAE AND USED FOR DETERMINING COMPENSATION (C) EMPLOYEE PERFORMANCE REVIEWS ARE WRITTEN UP AND SIGNED BY THE REVIEWER BEFORE THE REVIEW HAPPENS AND BY THE EMPLOYEE BEING REVIEWED SIGNS AFTER IT IS DONE. THIS WRITTEN REVIEW IS USED TO SUBSTANTIATE ANY STAFF SALARY CHANGE TO THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE NOT GENERALLY MADE AVAILABLE TO THE GENERAL PUBLIC, BUT IF REQUESTS FOR COPIES OF THESE DOCUMENTS WERE RECEIVED, THE ORGANIZATION WOULD CONSIDER MAKING THEM AVAILABLE TO THE REQUESTOR. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,381,118. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IDSA EDUCATION AND RESEARCH FOUNDATION 1300 WILSON BLVD ARLINGTON VA 22209 311765388 FUNDING INITIATIVES DEDICATED TO SUPPORTING IDSA'S MISSION WORLDWIDE VA 501(C)(3) 509(A)(3) 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 1 IDSA EDUCATION & RESEARCH FOUNDATION R 434875 CASH IDSA EDUCATION & RESEARCH FOUNDATION K 150280 CASH IDSA EDUCATION & RESEARCH FOUNDATION M 210666 CASH IDSA EDUCATION & RESEARCH FOUNDATION N 491555 CASH IDSA EDUCATION & RESEARCH FOUNDATION P 5579 CASH