2024-11-19T12:22:12-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 901 NORTH GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2023-01-01 311765388 IDSA EDUCATION AND RESEARCH FOUNDATION IDSA 7032990200 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 BARTON GROH VP, FINANCE & ADMINISTRATION 7032990200 2024-11-19 1 0 ROBERT WILLIAMS P01345960 5712279500 2024-11-19 2023 2024-10-15 13:58:12Z IDSA FOUNDATION CHRISTOPHER BUSKY 4040 WILSON BOULEVARD 300 ARLINGTON VA 22203 2808763 0 X WWW.IDSAFOUNDATION.ORG X 2001 VA NATION'S LEADING NON-PROFIT ORGANIZATION COMMITTED TO REDUCING THE BURDENS OF INFECTIOUS DISEASES. 9 9 0 100 0 0 6084127 2785073 0 0 25701 23690 0 0 6109828 2808763 558966 2901578 0 0 258684 1035397 0 0 309592 3109526 1263908 3927176 5200883 2182652 -2392120 3202718 956565 397861 543828 2804857 412737 X THE IDSA AND THE IDSA FOUNDATION WORK HAND IN HAND TO IMPLEMENT A VARIETY OF WORKFORCE DEVELOPMENT, RESEARCH, AND EDUCATIONAL INITIATIVES ACROSS THE ID CAREER TRAJECTORY.IDSA FOUNDATION SEEKS TO BUILD THE FUTURE WORKFORCE OF INFECTIOUS DISEASES CLINICIANS AND EXPAND RESEARCH SUPPORT FOR ID PROFESSIONALS. OUR WORK FOCUSES ON RECRUITING AND REPLENISHING THE DECLINING NUMBER OF ID PHYSICIANS, PROVIDING MENTORING PROGRAMS TO MEDICAL STUDENTS AND RESIDENTS, AND ADVANCING RESEARCH IN ID WHILE FOCUSING ON A DIVERSITY, EQUITY AND INCLUSION (DEI) LENS THROUGHOUT ALL OF OUR PROGRAMS. THE IDSA FOUNDATION WORKS TO BUILD A MORE DIVERSE WORKFORCE OF INFECTIOUS DISEASES CLINICIANS AND EXPAND RESEARCH SUPPORT FOR EARLY CAREER ID PHYSICIANS. 0 0 3595461 2475323 THE MICROBIAL PATHOGENESIS IN ALZHEIMER'S DISEASE PROGRAM (ALZ/ID) WAS LAUNCHED TO SUPPORT INNOVATIVE RESEARCH 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. 409913 208000 G.E.R.M.GERM - THE GERM PROGRAM WAS DEVELOPED TO PROVIDE MEDICAL STUDENTS WITH MENTORED CLINICAL LEARNING AND/OR RESEARCH EXPERIENCE IN INFECTIOUS DISEASES-RELATED TOPICS, INCLUDING HIV. IN 2023, 91 PEOPLE APPLIED TO THE GERM PROGRAM AND 51 $4,000 GRANTS WERE AWARDED TOTALING $204,000. 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. 141876 92469 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 2023, ONE FELLOW WAS FUNDED WITH A $120,436 AWARD. 141551 17500 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 ARE AWARDED FIRST- ($10,000), SECOND- ($5,000), AND THIRD- ($2,500) PLACE PRIZES. IN 2023, IDSA HELD THE FIRST PEOPLE'S CHOICE COMPETITION, WHICH COLLECTED VOTES FROM IDWEEK ATTENDEES AND OTHERS. ONE INNOVATOR WAS AWARDED THE PEOPLE'S CHOICE AWARD. 195166 108286 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. 336717 125786 4483967 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 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 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 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 BOULEVARD 300 ARLINGTON VA 22203 CHRISTOPHER BUSKY CAE CHIEF EXECUTIVE OFFICER 1.00 36.50 X 13048 571440 56143 TY JOHNSON CHIEF OPERATING OFFICER 12.50 25.00 X 121909 291719 20646 SALANDRA THOMAS VP, TALENT AND ORG. DEVELOPMENT 1.00 36.50 X 5921 241118 19578 ANDREA WEDDLE ED, HIVMA 1.00 36.50 X 5991 243666 14935 BARTON GROH VP, FINANCE AND ADMINISTRATION 1.00 32.50 X 5797 236612 19234 DIANE LAVIGNA-WIXTED DIRECTOR OF INDUSTRY RELATIONS 37.50 0.00 X 144730 0 0 AMARI PEARSON-FIELDS DIRECTOR OF PROGRAMS 37.50 0.00 X 133470 1505 0 ALLISON BROUILLETTE DIRECTOR OF PHILANTHROPY 37.50 0.00 X 117315 0 0 TINA TAN MD CHAIR STARTED 11/2023 1.00 0.00 X 0 0 0 PAUL AUWAERTER MD MBA FIDSA CHAIR THRU 10/2023 1.00 0.00 X X 0 0 0 RONALD NAHASS MD VICE CHAIR STARTED 11/2023 1.00 0.00 X 0 0 0 DIAL HEWLETT JR MD FIDSA VICE CHAIR THRU 10/2023 1.00 0.00 X X 0 0 0 JEANNE MARRAZZO MD FIDSA SECRETARY/TREASURER THRU 10/2023 1.00 0.00 X X 0 0 0 MAXIMO BRITO MD SECRETARY/TREASURER STARTED 11/23 1.00 0.00 X 0 0 0 RANA CHAKRABORTY MD MEMBER 1.00 0.00 X 0 0 0 SARAH LONG MD FIDSA MEMBER THRU 10/2023 1.00 0.00 X 0 0 0 STEPHEN CALDERWOOD MD FIDSA MEMBER THRU 10/2023 1.00 0.00 X 0 0 0 548181 1586060 130536 4 0 1 0 0 250000 2535073 2785073 23690 23690 2808763 0 0 23690 2087978 2087978 333600 333600 480000 480000 146745 74840 32284 39621 888652 383549 340081 165022 17834 17834 17060 17060 245563 245563 104949 104949 163863 163798 65 4226 4226 39537 39537 270235 270235 OTHER PROGRAM 134376 134376 ID STEP PROGRAM 81036 81036 IDEA INCUBATOR 71380 71380 GERM AWARDS PROGRAM COS 66936 66936 46913 46913 5200883 4483967 407324 309592 308974 536886 64530 562179 355149 149 10000 2321416 3202718 956565 18098 146238 379763 397590 397861 543828 X -584279 -489390 3389136 902127 2804857 412737 3202718 956565 -2392120 0 X 0 1 X 1 0 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 117590 REFUNDABLE ADVANCE 280000 397590 1 0 0 0 0 0 0 0 0 0 EUROPE ALZHEIMER'S DISEASE GRANT AWARD 100000 WIRE TRANSFER 0 N/A N/A EAST ASIA ALZHEIMER'S DISEASE GRANT AWARD 250000 WIRE TRANSFER 0 N/A N/A NORTH AMERICA UNIVERSITY OF MONTREAL0 100000 WIRE TRANSFER 0 N/A N/A SUB-SAHARAN AFRICA ALZHEIMER'S DISEASE GRANT AWARD 30000 WIRE TRANSFER 0 N/A N/A 4 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MAINTAINS A SYSTEM OF INTERNAL CONTROLS USED FOR FINANCIAL REPORTING THAT IS USED TO MONITOR GRANTS AND ASSISTANCE. 1 UNIVERSITY OF TEXAS HEALTH SCIENCE CTR 6431 FANNIN ST MSB 2112 HOUSTON TX 77030 741761309 501(C)(3) 100000 0 N/A N/A ALZHEIMER'S GRANT WAKE FOREST UNIVERSITY 1 MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27103 560532138 501(C)(3) 250000 0 N/A N/A ALZHEIMER'S GRANT UNIVERSITY OF WASHINGTON 307 WESTLAKE AVE N STE 300 SEATTLE WA 98109 916001537 501(C)(3) 250000 0 N/A N/A ALZHEIMER'S GRANT UNIVERSITY OF CALIFORNIA IRVINE 101 CITY DRIVE SOUTH CITY TOWER STE 400 ORANGE CA 92868 952226406 501(C)(3) 250000 0 N/A N/A ALZHEIMER'S GRANT LEHIGH UNIVERSITY 27 MEMORIAL DR W BETHLEHEM PA 18015 240795445 501(C)(3) 100000 0 N/A N/A ALZHEIMER'S GRANT NORTHWESTERN UNIVERSITY 215 EAST CHICAGO AVE 701 CHICAGO IL 60611 362167817 501(C)(3) 100000 0 N/A N/A ALZHEIMER'S GRANT RUTGERS-STATE UNIVERSITY OF NJ 185 SOUTH ORANGE AVE MSB-1 689 NEWARK NJ 07101 226001086 501(C)(3) 250000 0 N/A N/A ALZHEIMER'S GRANT MEDICAL UNIVERSITY OF S CAROLINA 135 RUTLEDGE AVE MSC 135 CHARLESTON SC 29425 576000722 501(C)(3) 30000 0 N/A N/A ALZHEIMER'S GRANT UNIVERSITY OF FLORIDA 1600 SW ARCHER RD PO BOX 100277 GAINESVILLE FL 32610 596002052 501(C)(3) 50000 0 N/A N/A ALZHEIMER'S GRANT UNIVERSITY OF NEVADA 1664 N VIRGINIA ST RENO NV 89557 886000024 501(C)(3) 100000 0 N/A N/A ALZHEIMER'S GRANT BRIGHAM & WOMENS HOSP PIH 75 FRANCIS ST BOSTON MA 02115 042312909 501(C)(3) 30000 0 N/A N/A ALZHEIMER'S GRANT KECK SCHOOL OF MEDICINE 197 ZONAL AVE LOS ANGELES CA 90033 951642394 501(C)(3) 250000 0 N/A N/A ALZHEIMER'S GRANT EMORY UNIVERSITY 2015 UPPERGATE DRIVE ATLANTA GA 30307 580566256 501(C)(3) 92469 0 N/A N/A CLINICAL FELLOWSHIP RESEARCH GRANT 13 0 MENTORSHIP AWARDS 48 23100 N/A N/A GERM AWARDS 52 208000 N/A N/A INCUBATOR AWARD 3 17500 N/A N/A ALZHEIMERS GRANT 17 85000 N/A N/A PART I, LINE 2: FUNDS ARE SENT ELECTRONICALLY AND GRANTEES ARE REQUIRED TO SUBMIT REPORTS TO SUBSTANTIATE UTILIZATION. X X X X 0 1 0 0 0 0 0 0 0 CHRISTOPHER BUSKY CAE CHIEF EXECUTIVE OFFICER 12986 473992 0 95188 62 2260 381 47847 211 7704 13640 626991 0 0 TY JOHNSON CHIEF OPERATING OFFICER 121135 242271 0 47900 774 1548 5360 12839 816 1631 128085 306189 0 0 SALANDRA THOMAS VP, TALENT AND ORG. DEVELOPMENT 5891 215031 0 25000 30 1087 320 13041 166 6051 6407 260210 0 0 ANDREA WEDDLE ED, HIVMA 5934 216584 0 25000 57 2082 317 12892 46 1680 6354 258238 0 0 BARTON GROH VP, FINANCE AND ADMINISTRATION 5763 210365 0 25000 34 1247 311 12704 166 6053 6274 255369 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 $31,114 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 PERSONNEL ARE EMPLOYED BY IDSA, A RELATED ENTITY, AND THUS THE IDSA CONFLICT OF INTEREST POLICY APPLIES: IDSA REQUIRES THAT ALL VOLUNTEERS FOR THE 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, THE MEMBER IS REQUIRED TO ABSTAIN FROM PARTICIPATING IN THE DISCUSSION/VOTE. IF STAFF WOULD HAVE A CONFLICT WITH AN AREA OR COMPANY WE ARE WORKING WITH, THE STAFF MEMBER WOULD NOT BE ALLOWED TO WORK ON/WITH THE PROJECT INVOLVING THAT AREA OR COMPANY. A DESIGNATED BOARD MEMBER IS TASKED WITH MONITORING COMPLIANCE WITH THE POLICY. WHEN A CONFLICT ARISES, ANY CONFLICTED BOARD MEMBER ABSTAINS FROM VOTING ON THE MATTER. STAFF COI'S 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 IT WOULD DETERMINE IF THE CEO HAS A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT REVIEW OF ALL EMPLOYEE COMPENSATION IS PERFORMED PERIODICALLY. A REVIEW WAS PERFORMED IN 2023 AND INCLUDED AN INDEPENDENT REVIEW AND COMPARABILITY DATA. REVIEW AND APPROVAL IS DONE BY THE EXECUTIVE COMMITTEE OF IDSA, A RELATED ORGANIZATION. COMPARABILITY DATA IS OBTAINED FROM ASAE AND OTHER SIMILAR ORGANIZATIONS. THERE ARE NO MINUTES OF THE EXECUTIVE SESSION, SO THERE IS NO WRITTEN DOCUMENTATION. THE BOARD PRESIDENT DOCUMENTS THE APPROVED SALARY ACTION TO THE VP, TALENT & ORGANIZATIONAL DEVELOPMENT THE VP, FINANCE & ADMINISTRATION FOR PAYROLL PROCESSING. THIS PROCESS WAS LAST COMPLETED IN 2023. 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. 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 O 828365 COST INFECTIOUS DISEASES SOCIETY OF AMERICA N 220690 COST