2024-10-08T15:32:00-05:00 2023-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-01-01 541518252 SOCIETY OF INTERVENTIONAL RADIOLOGY FOUNDATION SOCI 7036911805 3975 FAIR RIDGE DRIVE 400N FAIRFAX VA 22033 CHRIS CASSELMAN CFO 7036911805 2024-10-08 1 0 FRANK H SMITH P00639053 2022274000 2024-10-08 2023 2024-10-15 13:58:12Z CHRISTOPHER CASSELMAN 3975 FAIR RIDGE DRIVE 400N FAIRFAX VA 22033 3864667 0 X WWW.SIRFOUNDATION.ORG X 1989 IL IMPROVE HEALTHCARE BY SUPPORTING INNOVATIONS RELATED TO CARDIOVASCULAR & INTERVENTIONAL RADIOLOGY. 11 11 0 100 0 0 1865386 1337160 0 0 394814 182356 -171044 -49385 2089156 1470131 1241134 1950864 0 0 0 0 0 0 651499 960422 1167324 2201556 3118188 -112400 -1648057 7312588 7372994 2822168 3986007 4490420 3386987 X SOCIETY OF INTERVENTIONAL RADIOLOGY FOUNDATION (THE FOUNDATION) IS A SCIENTIFIC FOUNDATION DEDICATED TO FOSTERING RESEARCH IN INTERVENTIONAL RADIOLOGY FOR THE PURPOSES OF ADVANCING SCIENTIFIC KNOWLEDGE, INCREASING THE NUMBER OF SKILLED INVESTIGATORS, AND DEVELOPING INNOVATIVE THERAPIES THAT LEAD TO IMPROVE PATIENT CARE AND QUALITY OF LIFE. SIR FOUNDATION IS COMMITTED TO DEVELOPING AND ENHANCING INNOVATIVE, MINIMALLY INVASIVE, IMAGE-GUIDED THERAPIES FROM INCEPTION TO MATURE CLINICAL APPLICATION AND TO CONDUCTING EDUCATIONAL PROGRAMS IN THE SERVICE OF ITS MISSION. 0 0 1476808 1416014 CLINICAL RESEARCH - THE FOUNDATION SUPPORTS CLINICAL TRIAL RESEARCH INITIATIVES IN THE FIELD OF IR BY PROVIDING FINANCIAL SUPPORT TO PROJECTS THAT WILL HELP ADVANCE PATIENT CARE THROUGH THE STUDY OF IR PROCEDURES. THE FOUNDATION ALSO HOSTS RESEARCH CONSENSUS PANELS (RCP) WHERE DIFFERENT CLINICAL TOPICS ARE DISCUSSED WITH PHYSICIAN AND INDUSTRY EXPERTS. 559415 534850 GRANTS AND ACADEMIC DEVELOPMENT - THE FOUNDATION PROVIDES RESEARCH GRANTS FOR THE DEVELOPMENT OF IDEAS AND PROCEDURES THAT WILL IMPROVE PATIENT CARE AND QUALITY OF LIFE THROUGH THE ENHANCEMENT OF INNOVATIVE, MINIMALLY INVASIVE, IMAGE-GUIDED THERAPIES. 2036223 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 46 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 VA X CHRIS CASSELMAN 7036911805 3975 FAIR RIDGE DRIVE SUITE 400N FAIRFAX VA 22033 DANIEL SZE MD PHD FSIR BOARD DIRECTOR/JVIR EDITOR 1.00 X 0 0 0 THERESA M CARIDI MD FSIR CHAIR UNTIL 03/23 1.00 X X 0 0 0 MAUREEN KOHI MD FSIR VICE CHAIR UNTIL 3/23; CHAIR AS OF 3/23 1.00 X X 0 0 0 CLIFFORD R WEISS MD FSIR VICE CHAIR AS OF 2/15 1.00 X X 0 0 0 KATHARINE KROL MD FSIR PAST PRESIDENT 03/23 5.00 1.00 X X 0 0 0 SHELLIE JOSEPHPS MD FSIR SECRETARY AS OF 03/23 1.00 X X 0 0 0 RAYMOND W LIU MD FSIR TREASURER 1.00 1.00 X X 0 0 0 ALDA TAM MD FSIR SIR PRESIDENT-ELECT UNTIL 3/23 1.00 1.00 X 0 0 0 ROBERT A LOOKSTEIN MD FSIR SIR PRESIDENT-ELECT AS OF 3/23 1.00 1.00 X 0 0 0 PARAG PATEL MD FSIR SIR PRESIDENT UNTIL 3/23 1.00 5.00 X 0 0 0 ROBERT J LEWANDOWSKI MD FSIR SIR PRESIDENT AS OF 3/23 1.00 5.00 X 0 0 0 NADINE ABI-JAOUDEH FSIR BOARD DIRECTOR 1.00 1.00 X 0 0 0 GOVIND SRIMATHVEERAVALLI PHD BOARD DIRECTOR 1.00 X 0 0 0 AMY TAYLOR MD BOARD DIRECTOR 1.00 X 0 0 0 DAVID WOODRUM MD FSIR BOARD DIRECTOR AS OF 03/23 1.00 X 0 0 0 KEITH HUME SIRF CHIEF EXEC OFFICER 4.00 33.50 X 0 334944 50091 CAROLYN STRAIN MA MS SIRF EXEC. DIRECTOR UNTIL 03/23 28.00 9.50 X 0 45945 6457 JEFF NIELSEN SENIOR DIRECTOR OF FINANCE UNTIL 03/23 4.00 33.50 X 0 44216 5859 0 425105 62407 0 0 1 0 0 438441 200000 698719 5165 1337160 322420 322420 2046263 2186327 -140064 -140064 -140064 120480 438441 208209 -87729 -87729 OTHER INCOME 900099 35344 35344 GALA ADS 900099 3000 3000 38344 1470131 0 0 132971 1950864 1950864 776025 124526 651499 25100 7945 17155 4420 1371 3049 26672 26672 225221 69843 155378 18070 3508 14562 11338 2168 9170 13165 13165 38186 524 37662 29127 29127 3118188 2036223 430466 651499 225274 141945 125022 301697 296633 0 24980 30240 31756 83891 6608923 6815221 7312588 7372994 43277 8388 708977 1924740 521526 36711 1548388 2016168 2822168 3986007 X 3672618 2597292 817802 789695 4490420 3386987 7312588 7372994 -1648057 544624 0 X 0 1 X 1 0 X X 1 SOCIETY OF INTERVENTIONAL RADIOLOGY 391345331 10 1 0 0 1 0 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 3B: FACTS REGARDING THE PUBLIC SUPPORT TEST UNDER SECTION 509(A)(2) FOR THE SUPPORTED ORGANIZATION ARE CONFIRMED BY MANAGEMENT AND ITS PUBLIC ACCOUNTING FIRM ON AN ANNUAL BASIS. SCHEDULE A, PART IV, SECTION A, LINE 3C: SIR FOUNDATION DID NOT PROVIDE ANY SUPPORT TO SIR FOR THE YEAR ENDED DECEMBER 31, 2023. HOWEVER, ANY FUNDS PROVIDED TO THE SUPPORTED ORGANIZATION (SIR) ARE REVIEWED INTERNALLY AND WITH ITS ACCOUNTING FIRM TO ENSURE PROPER USE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO SIR 2016168 2016168 X PART X, LINE 2: THE SOCIETY EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS. ANNUAL GALA 558921 438441 120480 130074 11552 66583 558921 438441 120480 130074 11552 66583 208209 -87729 1 ALLIED SCIENTIST 2 80000 COPE STUDENT 4 4000 132 COST BOOK CULP RESEARCH GRANT 8 48000 EXCELLENCE AWARD 1 1000 40 COST BOOK GARY BECKER AWARD 1 3000 77 COST BOOK GEMS 15 37500 1030 COST BOOK JVIR AWARDS 11 5500 PILOT RESEARCH GRANT 3 105000 RADIOLOGY RESEARCH GRANT 7 140000 RESEARCH SCIENTIST 4 4000 128 COST BOOK RESIDENT/FELLOWS AWARD 4 4000 128 COST BOOK RFP (MAJOR GIFTS) 4 1416014 SUMMER INTERN AWARDS 26 101000 315 COST BOOK PART I, LINE 2: AFTER THE GRANT IS AWARDED THE GRANTEE MUST SUBMIT FOLLOW UP REPORTS ON A PERIODIC BASIS DETAILING THEIR PROGRESS. ONLY 50% OF THE GRANT IS ORIGINALLY SENT TO THE GRANTEE UPON APPROVAL. THE REMAINDER IS RELEASED AFTER THE PERIODIC REPORTS ARE SUBMITTED AND REVIEWED. 0 0 0 0 0 0 0 0 0 KEITH HUME SIRF CHIEF EXEC OFFICER 0 334944 0 0 0 0 0 26400 0 23691 0 385035 0 0 PART I, LINE 3 SIR FOUNDATION DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF THE SOCIETY OF INTERVENTIONAL RADIOLOGY (SIR), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(6). SIR HIRES AN OUTSIDE FIRM WHO DOES A MARKET COMPARISON SURVEY BY JOB DESCRIPTION, FIELD (MEDICAL ASSOCIATION), REGION, AND SIZE OF ORGANIZATION AS COMPARISONS. THIS WAS LAST COMPLETED IN DECEMBER 2020, AND IS SHARED WITH THE FINANCE COMMITTEE AND EXECUTIVE COUNCIL. THE EXECUTIVE COMMITTEE PERFORMS A REVIEW WITH THE EXECUTIVE DIRECTOR ANNUALLY. FORM 990, PART VI, SECTION A, LINE 3 SIR FOUNDATION UTILIZES THE EMPLOYEES OF THE SOCIETY OF INTERVENTIONAL RADIOLOGY (SIR), A RELATED ORGANIZATION EXEMPT UNDER SECTION CODE 501(C)(6), TO BE RESPONSIBLE FOR THE DAY-TO DAY OPERATIONS. PER THE COST SHARING AGREEMENT, SIR FOUNDATION WILL REIMBURSE SIR FOR THE REASONABLE COST OF USING SIR STAFF AND OTHER SERVICES SUPPLIED BY SIR. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF SIR FOUNDATION'S BOARD OF DIRECTORS INCLUDE THE FOLLOWING: SIR PRESIDENT, SIR PRESIDENT-ELECT, SIR TREASURER, EDITOR OF THE JOURNAL OF VASCULAR AND INTERVENTIONAL RADIOLOGY, THE SIR EXECUTIVE DIRECTOR AND SIR FOUNDATION'S EXECUTIVE DIRECTOR (EX-OFFICIO WITHOUT VOTE). THE REMAINDER OF THE BOARD OF DIRECTORS ARE APPOINTED BY SIR FOUNDATION'S BOARD OF DIRECTORS. APPOINTMENTS TO VOTING POSITIONS ARE APPROVED BY SIR'S EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B SIR FOUNDATION HIRES AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE FEDERAL FORM 990. UPON RECEIPT OF THE DRAFT FORM 990, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND SENIOR DIRECTOR OF FINANCE. A COPY OF THE DRAFT FORM 990 IS THEN SENT TO THE BOARD OF DIRECTORS VIA E-MAIL. A PERIOD OF A FEW DAYS IS GIVEN TO THE BOARD MEMBERS TO ADDRESS ANY CONCERNS THAT THEY MAY HAVE BEFORE THE FEDERAL FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE SIR BOARD OF DIRECTORS AND FOUNDATION BOARD OF DIRECTORS ARE REQUIRED TO UPDATED A CONFLICT OF INTEREST FORM PRIOR TO BOARD MEETINGS AS NECESSARY. A CONFLICT OF INTEREST FORM IS DISTRIBUTED ELECTRONICALLY TO ALL OF THE OFFICERS, MEMBERS, INVITED GUESTS AND KEY EMPLOYEES FOR UPDATING AND THEIR SIGNATURE TO REPORT ALL POTENTIAL CONFLICTS OF INTERESTS. AT ANY MEETING OR OCCASION, A SUMMARY OF ALL REPORTED CONFLICTS OF INTEREST ARE INCLUDED IN THE MEETING MATERIALS. OFFICERS, MEMBERS OR STAFF WITH PERCEIVED OR REAL CONFLICTS OF INTEREST MAY NOT BE PERMITTED TO VOTE ON AN ACTION OR PARTICIPATE IN DISCUSSION WHERE THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST VIA EMAIL LINK ON THE FOUNDATION'S WEBSITE OR BY PHONE CALL TO THE CORPORATE OFFICE. SOCIETY OF INTERVENTIONAL RADIOLOGY 3975 FAIR RIDGE DRIVE SUITE 400N FAIRFAX VA 22033 391345331 NON-PROFIT SCIENTIFIC SOCIETY IL 501(C)(6) N/A N/A 0 SOCIETY OF INTERVENTIONAL RADIOLOGY PAC 3975 FAIR RIDGE DRIVE SUITE 400N FAIRFAX VA 22033 203974267 POLITICAL ACTION COMITTEE IL 527 SOCIETY OF INTERVENTIONAL RADIOLOGY 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SOCIETY OF INTERVENTIONAL RADIOLOGY O 200000 COST SOCIETY OF INTERVENTIONAL RADIOLOGY N 107247 FMV SOCIETY OF INTERVENTIONAL RADIOLOGY C 608585 COST SOCIETY OF INTERVENTIONAL RADIOLOGY P 128418 COST