2025-11-12T13:16:33-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2024-01-01 311765388 IDSA EDUCATION AND RESEARCH FOUNDATION IDSA 7032990200 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 BARTON GROH VP, FINANCE & ADMINISTRATION 7032990200 2025-11-11 1 0 ROBERT WILLIAMS P01345960 5712279500 2025-11-10 2024 2025-03-06 01:10:19Z IDSA FOUNDATION CHRISTOPHER BUSKY 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 1955500 0 1 X WWW.IDSAFOUNDATION.ORG X 2001 VA ADVANCE THE STRATEGIC GOALS AND PRIORITIES OF THE INFECTIOUS DISEASES SOCIETY OF AMERICA (IDSA), FOCUSING ON RESEARCH, EDUCATION, AND PUBLIC HEALTH INITIATIVES THAT STRENGTHEN THE INFECTIOUS DISEASES SPECIALTY AND IMPROVE HEALTH WORLDWIDE. 6 6 0 105 0 0 2785073 1935036 0 0 23690 20464 0 0 2808763 1955500 2901578 412156 0 0 1035397 856660 0 0 169316 1263908 805560 5200883 2074376 -2392120 -118876 956565 952034 543828 658173 412737 293861 X THE IDSA FOUNDATION, THE 501(C)(3) CHARITABLE ARM OF THE INFECTIOUS DISEASES SOCIETY OF AMERICA, COMPLEMENTS IDSA'S MISSION BY SECURING PHILANTHROPIC AND INDUSTRY SUPPORT TO ADVANCE ITS STRATEGIC PRIORITIES. THE FOUNDATION STRENGTHENS THE INFECTIOUS DISEASES WORKFORCE, PROMOTES INCLUSION AND EQUITY, AND EXPANDS IDSA'S CAPACITY TO LEAD IN RESEARCH, PREPAREDNESS, AND PUBLIC HEALTH RESPONSEENSURING LASTING IMPACT IN THE FIGHT AGAINST INFECTIOUS DISEASES. 0 0 97677 7470 0 THE MICROBIAL PATHOGENESIS IN ALZHEIMER'S DISEASE PROGRAM (ALZ/ID) WAS LAUNCHED TO SUPPORT INNOVATIVERESEARCH THAT MAY LINK INFECTIOUS DISEASES AND ALZHEIMER'S DISEASE. THIS RESEARCH INCLUDES BASIC,CLINICAL AND/OR NON-TRADITIONAL RESEARCH APPROACHES ACROSS A WIDE RANGE OF DISCIPLINES INCLUDING NEUROLOGY, MICROBIOLOGY, PATHOLOGY, VIROLOGY, AND BACTERIOLOGY. IN 2022, IDSA FOUNDATION RECEIVED GRANTS TOTALING $3.3 MILLION TO FUND RESEARCH AWARDS FOR THIS PROGRAM. IN 2023, AWARDS OF APPROXIMATELY $2.5 MILLION WERE GRANTED TO RESEARCHERS, IN ADDITION TO OTHER INCURRED EXPENSES RELATED TO THE PROGRAM. DUE TO THE REQUIREMENTS OF GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), THE TIMING OF THE REVENUE AND EXPENSE RECOGNITION CREATED A LARGE SURPLUS IN 2022 AND A LARGE DEFICIT IN 2023. IN 2023, THE PROGRAM LAUNCHED THE FIRST MICROBIAL PATHOGENESIS IN ALZHEIMER'S DISEASE SYMPOSIUM, PROVIDED ONGOING ASSISTANCE AND MONITORING FOR EXISTING GRANTEES. NO ADDITIONAL GRANTS WERE ISSUED IN 2024, ALTHOUGH ADDITIONAL FUNDS ARE AVAILABLE FOR GRANTS IN 2025. 215728 160000 0 G.E.R.M.GERM - THE GERM PROGRAM WAS DEVELOPED TO PROVIDE MEDICAL STUDENTS WITH MENTORED CLINICAL LEARNINGAND/OR RESEARCH EXPERIENCE IN INFECTIOUS DISEASES-RELATED TOPICS, INCLUDING HIV. IN 2024, 75 PEOPLE APPLIED TO THE GERM PROGRAM AND 40 $4,000 GRANTS WERE AWARDED TOTALING $160,000. THE GOAL OF THE G.E.R.M. PROGRAM IS TO INCREASE INTEREST AMONG UNDERGRADUATE MEDICAL STUDENTS, PARTICULARLY AMONG POPULATIONS UNDERREPRESENTED IN MEDICINE, IN PURSUING ID FELLOWSHIP POST-GRADUATE TRAINING OR A CAREER IN HIV MEDICINE BY PROVIDING MENTOR-BASED RESEARCH OR CLINICAL TRAINING; IMPROVING ANALYTIC, RESEARCH AND CLINICAL SKILLS OF MEDICAL STUDENTS; INCREASING THE NUMBER AND DIVERSITY OF THE ID/HIV RESEARCH AND CLINICAL WORKFORCE. ELIGIBLE APPLICANTS INCLUDED FIRST-, SECOND-, AND THIRD YEAR MEDICAL STUDENTS AND THOSE IN COMBINED DEGREE PROGRAMS (MD/MPH, MD/PHD) FROM ACCREDITED ALLOPATHIC OR OSTEOPATHIC MEDICAL SCHOOLS IN THE U.S. APPLICATIONS WERE REVIEWED AND SCORED BY AN EXPERT PANEL OF INFECTIOUS DISEASE SPECIALISTS. 125962 120436 0 HIV CLINICAL FELLOWSHIP PROGRAMHIV CLINICAL FELLOWSHIP PROGRAM - THE GOAL OF THE HIV CLINICAL FELLOWSHIP PROGRAM IS TO PROVIDE NON-ID TRAINED PHYSICIANS WITH THE MOST UPDATED BEST PRACTICES FOR TREATING PATIENTS LIVING WITH HIV. CLINICAL TRAINING INCLUDES MANAGEMENT OF ANTIRETROVIRAL THERAPY, TREATING COMMON CO-INFECTIOUS AND COMORBIDITIES AND MULTIDISCIPLINARY TEAM-BASED CARE. FELLOWS ARE SUPPORTED FOR UP TO TWO YEARS DURING WHICH TIME THEY MANAGE THE CARE OF A MINIMUM OF 30 PATIENTS, UNDER THE SUPERVISION OF AN HIV MEDICAL ASSOCIATION MENTOR. IN 2024, ONE FELLOW WAS FUNDED WITH A $120,436 AWARD. 76142 35000 IDEA INCUBATORTHE IDEA INCUBATOR PROGRAM IS A PITCH-STYLE COMPETITION FOR INNOVATIONS IN THE FIELD OF INFECTIOUS DISEASES. THE PROGRAM ENCOURAGES INNOVATORS WITH ORIGINAL INVENTIONS, PRODUCTS AND IDEAS THAT CAN IMPROVE INFECTIOUS DISEASE CARE TO APPLY. INNOVATIONS ARE SHARED WITH THE ID COMMUNITY AND JUDGED BY INDIVIDUALS FROM BUSINESSES, MEDICAL AND TECHNOLOGY FIELDS. THREE WINNING INDIVIDUALS/TEAMS ARE SELECTED FROM THOSE THAT APPLY. FINALISTS PRESENT THEIR INNOVATIONS AT THE ANNUAL IDWEEK CONFERENCE AND WERE AWARDED A TOTAL OF $35,000 IN CASH PRIZES. FOR 2024, THE WINNER WAS AWARDED $15,000, AND SECOND AND THIRD PRIZES WERE AWARDED $10,000 EACH. 174819 89250 0 MENTORSHIPTHE IDWEEK MENTORSHIP PROGRAM OFFERS OPPORTUNITIES FOR MENTORSHIP AND NETWORKING THROUGH ONE-ON-ONE INTERACTIONS BETWEEN LEADERS IN THE FIELD AND FELLOWS, RESIDENTS AND MEDICAL STUDENTS DURING IDWEEK. 14651 0 0 ID STEP 2250 WATANAKUNAKORN TRAVEL 1221 MOELLERING TRAVEL 644754 0 0 GENERAL PROGRAM SERVICES 913837 124250 0 1353204 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY MD ME MA MI MN MS NH NJ NM NV NJ NY ND NC OR OH OK PA RI SC TN UT VA WV WI WI X BARTON GROH 7032990200 4040 WILSON BLVD STE 300 ARLINGTON VA 22203 AMANDA GIANINO VICE PRESIDENT, BUSINESS DEVELOPMENT 37.50 0.00 X 176959 0 14760 TY JOHNSON CHIEF OPERATING OFFICER 12.50 25.00 X 104406 326268 39915 CHRISTOPHER BUSKY CAE CHIEF EXECUTIVE OFFICER 1.00 36.50 X 15664 711141 86330 BARTON GROH VP, FINANCE AND ADMINISTRATION 1.00 32.50 X 11945 223970 47706 ANDREA WEDDLE ED, HIVMA 1.00 36.50 X 6374 239037 33546 SALANDRA THOMAS VP, TALENT AND ORG. DEVELOPMENT 1.00 36.50 X 6090 228380 46179 TINA TAN MD CHAIR UNTIL 10/24 1.00 0.50 X 0 0 0 RONALD NAHASS MD DIR. UNTIL 10/24, CHAIR AFTER 10/24 1.00 0.50 X 0 0 0 WENDY ARMSTRONG MD VICE CHAIR AS OF 10/24 1.00 0.50 X 0 0 0 MAXIMO BRITO MD SECRETARY & TREASURER 1.00 0.50 X 0 0 0 RANA CHAKRABORTY MD DIRECTOR 0.50 0.00 X 0 0 0 JASMINE MARCELIN MD DIRECTOR 0.50 0.00 X 0 0 0 321438 1728796 268436 2 0 1 0 0 250000 1685036 1935036 20464 20464 1955500 0 0 20464 X 120436 120436 284250 284250 7470 7470 156904 80021 34519 42364 699756 299238 273566 126952 2369 2369 17310 17310 332762 246805 85957 26232 26232 269413 250508 18905 794 794 34919 34919 121761 64476 57285 2074376 1353204 551856 169316 536886 232350 64530 400152 355149 305000 1149 0 13333 0 50 956565 952034 146238 148276 397590 509897 543828 658173 X -489390 -433922 902127 727783 412737 293861 956565 952034 -118876 0 X 0 1 X 1 0 X X X 1 IDSA 237045686 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 PART IV, SECTION A, LINE 3B DETERMINATION IS MADE ON A CONTINUAL BASIS THROUGH THE MONITORING OF SUPPORTED ORGANIZATION REVENUES AND INVESTMENT INCOME, IN ACCORDANCE WITH THE REQUIREMENTS OF THE SECTION 509(A)(2) PUBLIC SUPPORT TEST. PART IV, SECTION A, LINE 3C IDSA EDUCATION AND RESEARCH FOUNDATION DOES NOT PROVIDE DIRECT SUPPORT TO ITS SUPPORTED ORGANIZATION. RATHER, IT PURSUES CHARITABLE PURPOSES THAT FURTHER THE EDUCATIONAL PURPOSES OF THE ORGANIZATION IT SUPPORTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO INFECTIOUS DISEASES SOCIETY OF AMERICA 509897 509897 1 0 0 0 0 0 0 0 0 0 GRANTS TO RECEPIENTS NORTH AMERICA 6 4470 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS SUB-SAHARAN AFRICA 1 2000 WIRE TRANSFER N/A N/A GRANTS TO RECEPIENTS SOUTH ASIA 2 1000 WIRE TRANSFER N/A N/A 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS DETAILED RECORDS AND INTERNAL CONTROLS TO SUBSTANTIATE ALL GRANTS AND ASSISTANCE PROVIDED, INCLUDING DOCUMENTATION OF GRANT AMOUNTS, RECIPIENT ELIGIBILITY, PURPOSE, AND THE SELECTION AND APPROVAL CRITERIA. THESE RECORDS APPLY TO BOTH DOMESTIC AND INTERNATIONAL GRANTS SUPPORTING EDUCATION, RESEARCH, AND GLOBAL HEALTH PROGRAMS ALIGNED WITH THE ORGANIZATION'S MISSION. 1 JAMAICA HOSPITAL MEDICAL CENTER 8900 VAN WYCK EXPY JAMAICA NY 114182832 111631788 501(C)(3) 120436 0 N/A N/A HIVMA CLINICAL FELLOWSHIP AWARD 1 0 INCUBATOR AWARD 3 30000 N/A N/A INCUBATOR AWARD 1 5000 N/A N/A GERM AWARDS 40 160000 N/A N/A MENTORSHIP AWARDS 9 4500 N/A N/A MENTORSHIP AWARDS 42 15750 N/A N/A MENTORSHIP AWARDS 92 69000 N/A N/A PART I, LINE 2: THE ORGANIZATION MAINTAINS COMPLETE RECORDS TO VERIFY GRANT AMOUNTS, CONFIRM GRANTEE ELIGIBILITY, AND DOCUMENT THE CRITERIA AND PROCESS USED TO EVALUATE AND AWARD ALL GRANTS AND ASSISTANCE. RECIPIENT ATTENDANCE, PARTICIPATION AND REPORTING ARE CONFIRMED BY STAFF PRIOR TO AWARD DISSEMINATION. X X X X 0 1 0 0 0 0 0 0 0 AMANDA GIANINO VICE PRESIDENT, BUSINESS DEVELOPMENT 176959 0 0 0 0 0 13133 0 1627 0 191719 0 0 0 TY JOHNSON CHIEF OPERATING OFFICER 104406 326268 0 0 0 0 7825 16629 4948 10513 117179 353410 0 0 CHRISTOPHER BUSKY CAE CHIEF EXECUTIVE OFFICER 15664 587397 0 123744 0 0 1338 48820 965 35207 17967 795168 0 0 BARTON GROH VP, FINANCE AND ADMINISTRATION 11945 223970 0 0 0 0 932 16540 1612 28622 14489 269132 0 0 ANDREA WEDDLE ED, HIVMA 6374 239037 0 0 0 0 485 17702 410 14949 7269 271688 0 0 SALANDRA THOMAS VP, TALENT AND ORG. DEVELOPMENT 6090 228380 0 0 0 0 472 17236 759 27712 7321 273328 0 0 PART I, LINE 3 CEO COMPENSATION: THE CEO IS EMPLOYED BY A RELATED ORGANIZATION, INFECTIOUS DISEASES SOCIETY OF AMERICA, A 501(C)(6) ENTITY. ALL COMPENSATION DECISIONS FOR THE CEO ARE MADE BY THE EXECUTIVE COMMITTEE OF IDSA. A PORTION OF THE CEO'S SALARY GETS ALLOCATION TO IDSA EDUCATION AND RESEARCH FOUNDATION. PART I, LINE 4B THE INFECTIOUS DISEASES SOCIETY OF AMERICA CONTRIBUTED $29,232 TO 457 PLANS FOR THE BENEFIT OF THE CEO. A PORTION OF THE CEO'S CONTRIBUTION TO THE 457 PLANS IS ALLOCATED TO IDSA EDUCATION AND RESEARCH FOUNDATION. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF DIRECTORS DELEGATE TO THE EXECUTIVE COMMITTEE RESPONSIBILITY FOR MANAGEMENT OF THE FOUNDATION WHEN THE BOARD IS NOT IN SESSION, CONSISTENT WITH ANY POLICIES ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B BEFORE IT IS FILED, THE FORM 990 IS REVIEWED BY THE CEO, COO AND VP OF FINANCE AND ADMINISTRATION OF IDSA, A RELATED ORGANIZATION WHICH SUPPORTS THE FOUNDATION UNDER IRC SECTION 509(A)(3). A COPY OF THE FORM 990 IS ALSO PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL IDSA FOUNDATION STAFF ARE EMPLOYEES OF IDSA AND THEREFORE FOLLOW THE SAME CONFLICT OF INTEREST POLICY AS IDSA: THE POLICY STATES AND REQUIRES ALL BOARD AND COMMITTEE MEMBERS, AS WELL AS KEY EMPLOYEES, TO SUBMIT A CONFLICT OF INTEREST (COI) FORM ANNUALLY. ANY INDIVIDUAL WITH A POTENTIAL CONFLICT MUST RECUSE THEMSELVES FROM RELATED DISCUSSIONS OR VOTES. STAFF MEMBERS WITH CONFLICTS ARE PROHIBITED FROM WORKING ON PROJECTS INVOLVING THE AFFECTED AREA OR COMPANY. THE COI AND ETHICS COMMITTEE OVERSEES COMPLIANCE WITH THIS POLICY. STAFF DISCLOSURES ARE REVIEWED BY THE CEO, WHO DETERMINES APPROPRIATE ACTION. THE CEO'S COI REPORT IS REVIEWED BY THE EXECUTIVE COMMITTEE, WHICH EVALUATES ANY POTENTIAL CONFLICTS INVOLVING THE CEO. FORM 990, PART VI, SECTION B, LINE 15A CEO COMPENSATION: (A) REVIEW AND APPROVAL IS DONE BY THE EXECUTIVE COMMITTEE, MEETING IN EXECUTIVE SESSION, (B) COMPARABILITY DATA IS OBTAINED FROM AMERICAN SOCIETY OF ASSOCIATION EXECUTIVES (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 AND VP, TALENT & ORGANIZATIONAL DEVELOPMENT TO PLACE IN PERSONNEL FILE AND APPLIED TO PAYROLL. THESE PROCESSES WERE LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION B, LINE 15B: EMPLOYEE COMPENSATION: COMPENSATION REVIEWED BY THE INDIVIDUAL'S SUPERVISOR AND APPROVED BY THE CEO. THE BOARD APPROVES THE OVERALL SALARY BUDGET BUT NOT INDIVIDUAL STAFF SALARIES, EXCEPT FOR THE CEO. COMPENSATION DECISIONS ARE INFORMED BY COMPARABILITY DATA OBTAINED FROM ASAE AND A COMPENSATION STUDY DONE BY A THIRD-PARTY CONSULTANT IN 2024. EMPLOYEE PERFORMANCE REVIEWS ARE DOCUMENTED, SIGNED BY BOTH THE SUPERVISOR AND EMPLOYEE, AND USED TO SUPPORT ANY RECOMMENDED SALARY ADJUSTMENTS. THESE PROCESSES WERE LAST COMPLETED IN 2024 FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY 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. THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 246,805. MANAGEMENT AND GENERAL EXPENSES 85,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 332,762. INFECTIOUS DISEASES SOCIETY OF AMERICA 4040 WILSON BLVD STE 300 ARLINGTON VA 22203 237045686 PROMOTE AND RECOGNIZE EXCELLENCE IN THE FIELD OF INFECTIOUS DISEASE VA 501(C)(6) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 INFECTIOUS DISEASES SOCIETY OF AMERICA C 250000 COST INFECTIOUS DISEASES SOCIETY OF AMERICA N 150678 COST INFECTIOUS DISEASES SOCIETY OF AMERICA O 856838 COST