2024-05-14T14:46:03-05:00 2023-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2022-07-01 952293816 SOCIETY FOR REPRODUCTIVE INVESTIGATION INC SOCI 4149189888 555 E WELLS STREET 1100 MILWAUKEE WI 53202 EMILY J SU MD MSCI SEC-TREASURER 4149189888 2024-05-14 1 EMILY SU MD MSCI 999009999 0 KATY L SOMMER P00273273 4142711451 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN MATTHEWS PHD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 1380736 0 X WWW.SRI-ONLINE.ORG X 1953 DE THE MISSION OF THE SOCIETY FOR REPRODUCTIVE INVESTIGATION (SRI) IS TO ADVANCE REPRODUCTIVE HEALTH FOR ALL, THROUGH (1) OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE, (2) TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS, (3) EMBRACING DIVERSITY, (4) ADVOCACY ENGAGING FUNDING AGENCIES, POLICY MAKERS, DONORS AND COMMUNITIES AND, (5) PROMOTING EXCELLENCE IN REPRODUCTIVE SCIENCE GLOBALLY. 13 13 0 14 1525 525 195750 156511 1514865 971614 99296 96845 3350 1525 1813261 1226495 237757 228924 0 0 0 0 0 0 1639 1802535 1071286 2040292 1300210 -227031 -73715 2434357 2357502 249297 242507 2185060 2114995 X ADVANCE REPRODUCTIVE AND WOMEN'S HEALTH CARE THROUGH OUTSTANDING BASIC, TRANSLATIONAL, AND CLINICAL SCIENCE TRAINING AND MENTORING FUTURE GENERATIONS OF INVESTIGATORS ADVOCACY TARGETING FUNDING AGENCIES, POLICY MAKERS, DONORS AND THE COMMUNITY AND, PROMOTING WOMEN'S HEALTH GLOBALLY. 0 0 706510 44750 0 THE SRI ANNUAL MEETING GATHERS LEADING SCIENTISTS AND CLINICAL INVESTIGATORS ANNUALLY TO SHARE CUTTING-EDGE INFORMATION IN REPRODUCTIVE SCIENCES AND WOMEN'S HEALTH. 72977 161098 PUBLICATIONS: THE JOURNAL PROVIDES OB/GYN PROFESSIONALS WITH UPDATES IN THE FIELD OF REPRODUCTIVE INVESTIGATION. 331625 184174 217650 OTHER PROGRAM SERVICES: NEWSLETTER AND OUTREACH ACTIVITIES. 331625 184174 217650 1111112 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 1 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 1 32 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 X NANETTE F SANTORO MD PAST PRESIDENT 1.00 X 0 0 0 CAROLE R MENDELSON PHD PRESIDENT 1.00 X X 0 0 0 STEPHEN G MATTHEWS PHD PRESIDENT ELECT 1.00 X X 0 0 0 AYMAN AL-HENDY MD PHD PRESIDENT NOM 1.00 X X 0 0 0 JOHN RG CHALLIS PHD DIRECTOR 1.00 X 0 0 0 IRINA BURD MD PHD DIRECTOR 1.00 X 0 0 0 VIRGINIA D WINN MD PHD DIRECTOR 1.00 X 0 0 0 EMILY J SU MD SEC-TREAS ELECT 1.00 X X 0 0 0 MALA MAHENDROO PHD DIRECTOR 1.00 X 0 0 0 DINO A GIUSSANI PHD SCD FRCOG DIRECTOR 1.00 X 0 0 0 GENEVIEVE NEAL-PERRY MD PHD VP 1.00 X X 0 0 0 PAUL J ROZANCE MD SEC-TREAS 1.00 X X 0 0 0 HELEN N JONES PHD DIRECTOR 1.00 X 0 0 0 EMRE SELI MD DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 MANAGEMENT SERVICES 344792 1 156511 156511 ANNUAL MEETING 541900 592866 592866 MEMBERSHIP DUES & ASSE 541700 217650 217650 JOURNAL INCOME 900099 161098 161098 971614 52083 52083 199003 154241 44762 44762 44762 JOB POSTING INCOME 900099 1525 1525 1525 1226495 1016376 1525 52083 85000 85000 64674 64674 79250 79250 344792 215985 128807 611 611 7150 7150 13664 13664 72977 72977 33091 33091 19853 15237 4616 20917 20917 58740 58740 440765 437626 1500 1639 24176 17115 7061 BANK FEES 22400 22400 DEI AND WELLNESS PROGRA 10500 10500 OTHER EXPENSES 1640 1640 TAXES 10 10 1300210 1111112 187459 1639 198264 82599 15000 135000 46014 49086 1911 1911 265102 249010 1908066 1839896 2434357 2357502 7524 98811 241773 143696 249297 242507 X 1815101 1742136 369959 372859 2185060 2114995 2434357 2357502 -73715 3650 0 X 0 1 X 1 0 X 410498 236030 471520 195750 156511 1470309 984693 620583 99743 1514865 971614 4191498 1395191 856613 571263 1710615 1128125 5661807 0 106924 34380 124350 168854 125031 559539 106924 34380 124350 168854 125031 559539 5102268 31398 53707 55118 54846 52083 247152 850 2025 1175 4050 32248 55732 56293 54846 52083 251202 7171 20 4935 3350 1525 17001 1434610 912365 632491 1768811 1181733 5930010 0.86040 0.85120 0.04240 0.04780 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 5,556. 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 4,935. 2021 AMOUNT: $ 3,350. 2022 AMOUNT: $ 1,525. FOUNDATION MERCHANDISE - 2018 AMOUNT: $ 1,615. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 193933 9600 3379 10000 196912 202861 4970 -5035 8863 193933 126292 50574 25995 202861 135529 1000 -7557 2680 126292 130274 6200 5055 6000 135529 0.10000 0.90000 0 0 0 X 1216481 3650 3650 1212831 13664 13664 1226495 1286546 0 1286546 13664 13664 1300210 PART V, LINE 4: INCOME FROM THE MENTORSHIP FUND IS INTENDED TO PROVIDE A NAMED AWARD AT THE SOCIETY'S ANNUAL MEETING. THE INCOME FROM THE PAST PRESIDENT'S INITIATIVE IS INTENDED TO BE USED IN A MANNER DETERMINED BY A COMMITTEE OF PAST PRESIDENTS OF THE SOCIETY. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. HOWEVER, INCOME FROM CERTAIN ACTIVITIES, PRIMARILY JOB POSTING INCOME, IS NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE AND IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2023, THE SOCIETY HAD TAX DUE OF $37 RELATED TO UNRECOGNIZED INCOME TAX BENEFITS. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 1 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 21250 EUROPE 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 50000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 1000 NORTH AMERICA 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 6000 SOUTH ASIA 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 1000 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 477586 0 0 0 0 0 0 556836 0 556836 EUROPE SRI-BAYER 20000 CHECK/WIRE 0 FMV EUROPE SRI-BAYER 20000 CHECK/WIRE 0 FMV 0 2 INTERNATIONAL GRANT EAST ASIA & THE PACIFIC 1 5000 CHECK/WIRE FMV INTERNATIONAL GRANT EUROPE 1 5000 CHECK/WIRE FMV ANNUAL MEETING AWARD EAST ASIA & THE PACIFIC 15 15250 CHECK/WIRE FMV ANNUAL MEETING AWARD EUROPE 6 5000 CHECK/WIRE FMV ANNUAL MEETING AWARD SOUTH ASIA 1 1000 CHECK/WIRE FMV ANNUAL MEETING AWARD MIDDLE EAST AND NORTH AFRICA 1 1000 CHECK/WIRE FMV GRANTS NORTH AMERICA 4 3000 CHECK/WIRE FMV PRESIDENT'S PLENARY NORTH AMERICA 1 1000 CHECK/WIRE FMV PRESIDENT'S PRESENTER'S EAST ASIA & THE PACIFIC 1 1000 CHECK/WIRE FMV PRESIDENT'S PRESENTER'S NORTH AMERICA 2 2000 CHECK/WIRE FMV 0 0 0 0 0 0 PART I, LINE 2: THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. PART III ACCOUNTING METHOD: PART 1, LINE 3 THE AMOUNTS LISTED IN PART I INCLUDE ALL EXPENSES PERTAINING TO THE ACTIVITY(S) IN THAT PARTICULAR REGION BASED ON HOW THE EXPENSES ARE TRACKED AND RECORDED FOR THE SOCIETY'S INTERNAL FINANCIAL STATEMENTS. THESE EXPENDITURES INCLUDE ANY PRINTING, SHIPPING, OTHER OFFICE COSTS RELATED TO THE ACTIVITY(S) THAT WERE NOT NECESSARILY INCURRED IN THE REGION OF THE ACTIVITY. THE AMOUNTS ALSO INCLUDE ANY GRANTS GIVEN TO RECIPIENTS LOCATED IN THE US FOR THEIR TRAVEL/SERVICE AT THE FOREIGN ACTIVITY. 1 MICHIGAN STATE UNIVERSITY 2200 TOWNBRIDGE RD EAST LANSING MI 48824 386005984 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT JOHNS HOPKINS HOSPITAL 1800 ORLEANS ST BALTIMORE MD 21287 256023900 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVER/INNOVATION GRANT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAM JACKSON PARK RD PORTLAND OR 97239 237083114 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVER/INNOVATION GRANT THE CURATORS OF THE UNIVERSITY OF MISSOURI PO BOX 801012 KANSAS CITY MO 641807012 266440629 501(C)(3) 25000 0 FMV RSDP GRANT 4 0 DECHERNEY SOCIETY 1 2000 FMV SRI-BAYER 1 20000 FMV INTERNATIONAL GRANT 3 15000 FMV KUSUM LATA AWARD 1 1000 FMV MENTORSHIP AWARD 1 2000 FMV PRESIDENT'S ACHIEVEMENT 2 2000 FMV GRANTS 9 6750 FMV PART I, LINE 2: THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED GENERALLY ON A FORMAL APPLICATION PROCESS. FOR EXAMPLE, MEDICAL STUDENTS ARE AWARDED A $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWED BY AN AWARDS COMMITTEE. IN ADDITION, THE SOCIETY'S PRESIDENT HAS DISCRETION TO PROVIDE AWARDS FOR DISTINGUISHED SERVICE. ONLY GENERAL GRANTS AND OTHER ASSISTANCE WERE GIVEN OUT. PART 1, LINE 2 THE SOCIETY AWARDS GRANTS TO RECOGNIZE SCIENTIFIC ACHIEVEMENT IN THE FIELD OF OB/GYN BASED THROUGH A FORMAL APPLICACATION PROCESS. MEDICAL STUDENTS ARE AWARDEDA $1,000 STIPEND BASED ON AN APPLICATION PROCESS AND REVIEWD BY AN AWARDS COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 LINE 3 EXPLANATION - SRI CONTRACTS WITH EXECUTIVE DIRECTOR INC (A FOR-PROFIT MANAGEMENT COMPANY) TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD. FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - YES, THE ORGANIZATION HAS MEMBERS, WHO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - ANY BY-LAW CHANGES MUST BE VOTED ON AND APPROVED BY THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE COUNCIL IS PROVIDED WITH A COPY OF THE DRAFT 990 PRIOR TO FILING FOR REVIEW. THE TREASURER THEN SIGNS THE FINAL 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANY COUNCILOR OR REPRESENTATIVE WITH AUTHORITY TO ACT ON BEHALF OF THE SOCIETY AND INFLUENCE DECISION MAKING SHALL BE RESPONSIBLE FOR REVIEWING AND ACKNOWLEDGING THE SRI CODE OF ETHICS. AN ACKNOWLEDGEMENT LETTER MUST BE SIGNED AND RETURNED TO THE SRI CORPORATE OFFICE. FORM 990, PART VI, SECTION B, LINE 15 SRI IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATED, A FOR-PROFIT MANAGEMENT COMPANY. SRI HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO SRI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. SRI ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. SRI ALSO DOESN'T HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 SRI'S 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. SRI'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST.