2024-11-12T10:39:54-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 420 SOUTH ORANGE AVENUE SUITE 900 ORLANDO FL 32801 990 2023-01-01 237186150 SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY SOCI 2144738057 15301 SPECTRUM DR 155 ADDISON TX 75001 MARY RODRIGUEZ EXECUTIVE DIRECTOR 2144738057 2024-11-11 1 1 TINA HENTON P00630282 4078021200 2024-11-09 2023 2024-10-15 13:58:12Z X MARY RODRIGUEZ 15301 SPECTRUM DR 155 ADDISON TX 75001 7281119 0 X WWW.SDMS.ORG X 1970 WA TO PROMOTE, ADVANCE, AND EDUCATE MEMBERS AND THE MEDICAL COMMUNITY ON DIAGNOSTIC MEDICAL SONOGRAPHY. 11 11 22 861 46568 26833 0 0 4477433 4609621 77566 102952 333123 303135 4888122 5015708 57118 17976 0 0 2971222 3107616 0 0 0 2118783 2196706 5147123 5322298 -259001 -306590 6168708 5762183 3146643 2869633 3022065 2892550 TO PROMOTE, ADVANCE, AND EDUCATE ITS MEMBERS AND THE MEDICAL COMMUNITY IN THE SCIENCE OF DIAGNOSTIC MEDICAL SONOGRAPHY. 0 0 THE SOCIETY ACHIEVES ITS PURPOSE BY SEEKING THE COOPERATION OF SIMILAR ORGANIZATIONS, INITIATING AND OVERSEEING EDUCATIONAL PROGRAMS, STIMULATING AND ENCOURAGING RESEARCH AND ENCOURAGING PRESENTATION AND PUBLICATION OF SCIENTIFIC PAPERS, COLLECTING AND DISSEMINATING INFORMATION PERTINENT TO THE MEMBERSHIP, PUBLISHING A SCIENTIFIC JOURNAL, AND REVIEWING AND ESTABLISHING POLICIES REGARDING THE PROFESSIONAL STATUS, LEGISLATIVE ACTIVITY, AND WELFARE OF ITS MEMBERS. 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 16 0 1 22 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X MARY RODRIGUEZ 2144738057 15301 SPECTRUM DR STE 155 ADDISON TX 75001 MITZI ROBERTS PRESIDENT 10.00 3.00 X X 0 0 0 AUBREY RYBYINSKI PRESIDENT-ELECT 5.00 1.00 X X 0 0 0 CATHERINE RIENZO IMMEDIATE PAST PRESIDENT 5.00 3.00 X X 0 0 0 STEPHANIE ELLINGSON TREASURER 5.00 1.00 X X 0 0 0 BRIDGETT WILLEY TREASURER (OUTGOING) 5.00 1.00 X X 0 0 0 AMY WILSON SECRETARY 5.00 1.00 X X 0 0 0 SHARLETTE ANDERSON DIRECTOR 5.00 1.00 X 0 0 0 SARA BAKER DIRECTOR 5.00 1.00 X 0 0 0 M ROBERT DEJONG DIRECTOR 5.00 1.00 X 0 0 0 TALISHA HUNT DIRECTOR 5.00 1.00 X 0 0 0 TANYA NOLAN DIRECTOR 5.00 1.00 X 0 0 0 RICHARD RICHIE PALMA DIRECTOR 5.00 1.00 X 0 0 0 TED WHITTEN OUTGOING IMMEDIATE PAST PRESIDENT 5.00 3.00 X 0 0 0 MARGARET KOKO PARK DIRECTOR (OUTGOING) 5.00 1.00 X 0 0 0 DONALD KERNS OUTGOING CEO/EXECUTIVE DIRECTOR 60.00 5.00 X 369206 0 52325 MARY RODRIGUEZ DEPUTY EXECUTIVE DIRECTOR 60.00 5.00 X 248054 0 23146 CHRISTY DAVIS CHIEF FINANCIAL OFFICER 50.00 5.00 X 178175 0 22945 SCOTT FARMER CHIEF INFORMATION OFFICER 50.00 X 173725 0 26834 KELLY GLASSEL STAFFORD CHIEF MARKETING OFFICER 50.00 X 177351 0 29514 DWAIN STARKS CHIEF LEARNING OFFICER 50.00 X 167754 0 4882 CHRISTOPHER ALCOTT GRAPHIC DESIGNER 50.00 X 134437 0 16665 ERIC DEAN IT MANAGER 50.00 X 133355 0 21550 ALYSSA MEEK ENGAGEMENT & OUTREACH DIRECTOR 50.00 X 109495 0 15947 MANJU ALEXANDER COMMUNICATIONS & MARKETING DIRECTOR 50.00 X 103790 0 17311 DEVON JONES ACCOUNTING DIRECTOR 50.00 X 100061 0 19471 1895403 0 250590 9 0 1 0 GAYLORD NATIONAL RESORT & CONVENTION CEN 201 WATERFRONT STREET OXEN HILL MD 20746 ANNUAL CONFERENCE HOTEL & VENUE 532726 SAGE PUBLICATIONS 2455 TELLER ROAD THOUSAND OAKS CA 91320 JOURNAL PUBLISHER 378511 INSPIRE EVENT TECHNOLOGIES INC 160 BUD MILL DRIVE BUFFALO NY 142061812 AUDIO VISUAL PROVIDER FOR ANNUAL CONFERE 101752 3 MEMBERSHIP DUES 900099 3576560 3576560 NATIONAL MEETINGS 541800 705551 659001 46550 CME, PUBLICATION AND FEES 513120 236352 236352 OTHER 513190 91158 91158 4609621 83663 83663 221642 221642 2256450 2237161 19289 19289 19289 109743 28250 81493 81475 18 5015708 4644546 46568 324594 17976 1473912 1230711 39792 192381 170820 8186 32451 21546 44775 308463 337348 147586 694478 70598 20070 FEDERAL INCOME TAX 7207 PRINTING AND PUBLICATIO 192127 GENERAL OFFICE SERVICES 140588 CONTRACT LABOR 52989 118294 5322298 612730 423710 2025013 1316421 216245 203150 29961 23499 158679 168516 324480 191640 203440 132840 1821159 1809778 500000 1400000 601481 284269 6168708 5762183 134663 123222 2353347 2433506 658633 312905 3146643 2869633 X 3022065 2892550 3022065 2892550 6168708 5762183 -306590 177075 0 X 0 1 X 1 0 0 0 0 0 1 0 1 3576560 25126 -245053 -219927 62590 -282517 3466005 185161 8476 3642690 3639702 -126079 47618 3466005 3478677 161025 3639702 3460094 18583 3478677 3198522 261572 3460094 1.00000 0 0 3841 3335 506 58831 43465 15366 261808 144840 116968 132840 GOVERNMENT BONDS 1400000 F 1400000 DUE TO SDMS FOUNDATION 446 LEASE LIABILITY-ST 312459 312905 X PART V, LINE 4: LONG-TERM RESERVE TO COVER FUTURE OPERATIONS. PART X, LINE 2: THE SOCIETY IS ORGANIZED AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. THIS SECTION EXEMPTS THEM FROM TAXES ON INCOME. HOWEVER, THE SOCIETY DOES NOT QUALIFY FOR THE CHARITABLE DEDUCTION UNDER SECTION 170. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAXES HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. TAXES ARE PAID ON NET INCOME EARNED FROM SOURCES UNRELATED TO THE EXEMPT PURPOSES. AS OF DECEMBER 31, 2023 NET INCOME FROM UNRELATED BUSINESS TOTALED $26,833. TOTAL UNRELATED BUSINESS INCOME TAX DUE WAS $7,207. THE TAX RETURNS FOR THE SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY AND THE FOUNDATION ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. TAX RETURNS ARE OPEN FOR AUDIT BY THESE AUTHORITIES FOR THREE YEARS FROM THE DUE DATE OF THE RETURN OR THE DATE ACTUALLY FILED. 1 SDMS FOUNDATION 15301 SPECTRUM DR STE 155 ADDISON TX 75001 270335425 501C3 8476 0 TO PROVIDE SUPPORT FOR SONOGRAPHER EDUCATION AND CERTIFICATION 1 0 PART I, LINE 2: GRANTS ARE PROVIDED ONLY AS APPROVED BY THE BOARD OF DIRECTORS, OFTEN INCLUDING RELATED BOARD-APPROVED POLICIES. THE SDMS AND THE SDMS FOUNDATION ARE GOVERNED BY THE SAME BOARD MEMBERS AND FINANCES MANAGED BY THE SAME STAFF, ENSURING GRANT COMPLIANCE. X 1 1 X X X X 0 0 0 DONALD KERNS OUTGOING CEO/EXECUTIVE DIRECTOR 369206 0 0 0 0 0 19800 0 32525 0 421531 0 0 0 MARY RODRIGUEZ DEPUTY EXECUTIVE DIRECTOR 236804 0 11250 0 0 0 11397 0 11749 0 271200 0 0 0 KELLY GLASSEL STAFFORD CHIEF MARKETING OFFICER 168851 0 8500 0 0 0 11019 0 18495 0 206865 0 0 0 CHRISTY DAVIS CHIEF FINANCIAL OFFICER 169675 0 8500 0 0 0 10750 0 12195 0 201120 0 0 0 SCOTT FARMER CHIEF INFORMATION OFFICER 166225 0 7500 0 0 0 10603 0 16231 0 200559 0 0 0 DWAIN STARKS CHIEF LEARNING OFFICER 161254 0 6500 0 0 0 3247 0 1635 0 172636 0 0 0 ERIC DEAN IT MANAGER 130105 0 3250 0 0 0 7702 0 13848 0 154905 0 0 0 CHRISTOPHER ALCOTT GRAPHIC DESIGNER 131937 0 2500 0 0 0 2703 0 13962 0 151102 0 0 0 PART I, LINE 1A FIRST-CLASS OR CHARTER TRAVEL (PER THE SOCIETY'S FINANCIAL POLICIES): STAFF AND VOLUNTEERS OVER SIX FEET TALL MAY RECEIVE APPROVAL FROM THE CEO TO BOOK A BUSINESS CLASS (FIRST CLASS IF BUSINESS CLASS IS UNAVAILABLE) FOR TRIPS OVER TWO HOURS LONG. AS AN ACCOMMODATION FOR THE CEO'S HEIGHT (PER THE CEO CONTRACT), THE CEO MAY BOOK BUSINESS OR FIRST CLASS FLIGHTS (WHICHEVER IS CHEAPEST). FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN REGULARLY SCHEDULED BOARD MEETINGS. ITS MEMBERSHIP CONSIST OF THE PRESIDENT, PRESIDENT-ELECT, TREASURER, SECRETARY, IMMEDIATE PAST PRESIDENT, AND AN ELECTED REPRESENTATIVE OF THE AT-LARGE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY IS A PROFESSIONAL MEMBERSHIP ORGANIZATION CONSISTING OF 23,824 INDIVIDUAL MEMBERS AND 479 ORGANIZATIONAL MEMBERS AT THE END OF THE TAX YEAR 2023. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF DIRECTORS ARE ELECTED. A CALL FOR NOMINATIONS IS SENT TO THE MEMBERSHIP-AT-LARGE, THE NOMINATION COMMITTEE SLATES THE BALLOT FROM THE NOMINATIONS RECEIVED, AND THEN THE MEMBERSHIP-AT-LARGE VOTES FOR EACH POSITION UP FOR ELECTION. PURSUANT TO THE SDMS BYLAWS, THE SDMS CEO SERVES AS A NON-VOTING, EX-OFFICIO DIRECTOR AND OFFICER OF THE SDMS BOARD OF DIRECTORS AND WHOSE TERM IS SET BY AN EMPLOYMENT CONTRACT. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS MUST REVIEW AND COMMENT ON PROPOSED CHANGES TO THE BYLAWS. SDMS BYLAWS:"PRIOR TO AMENDMENT OR REPEAL, THE BOARD SHALL PROVIDE A THIRTY (30) DAY NOTICE AND COMMENT PERIOD ON THE PROPOSED AMENDMENT OR REPEAL TO ALL MEMBERS IN GOOD STANDING. AFTER THE NOTICE AND COMMENT PERIOD ON A PROPOSED AMENDMENT OR REPEAL OF THE BYLAWS, THE BOARD MAY REVISE THE PROPOSED AMENDMENT OR REPEAL WITHOUT ADDITIONAL MEMBER NOTICE AND COMMENT PERIODS." FORM 990, PART VI, SECTION B, LINE 11B THE FINAL VERSION OF THE TAX FORM 990 WAS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW VIA EMAIL. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO OUR VOLUNTEER BOARD POLICY, BOARD MEMBERS ARE REQUIRED TO COMPLETE A FORM DISCLOSING PERTINENT FINANCIAL AND CAREER RELATED INFORMATION ANNUALLY. THEY ARE REQUIRED TO UPDATE THE INFORMATION AS NECESSARY TO KEEP IT CURRENT AND ACTIVE. IN ADDITION, TWICE A YEAR THE VOLUNTEERS ARE REMINDED TO REVIEW AND UPDATE (IF NECESSARY) THEIR CONFLICT-OF-INTEREST FORMS AT THE FACE-TO-FACE MEETINGS OR VIA CONFERENCE CALLS. EXECUTIVE STAFF REVIEW ALL COI FORMS FOR ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE SDMS BOARD OF DIRECTORS HAS AUTHORIZED THE SENIOR OFFICERS OF THE BOARD OF DIRECTORS (SDMS PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT) TO NEGOTIATE A WRITTEN EMPLOYMENT CONTRACT AND ESTABLISH COMPENSATION/BENEFITS FOR THE CEO. THE PROCESS FOR ESTABLISHING EXECUTIVE COMPENSATION INCLUDES THE FOLLOWING: ANALYSIS AND REVIEW BY THE SDMS SENIOR OFFICERS OF SALARY STUDIES/INFORMATION FOR NON-PROFITS, HEALTH CARE ASSOCIATIONS, AND THE AREA MARKET TRENDS. THE SENIOR OFFICERS ALSO REVIEW THE RESPONSIBILITIES OF THE POSITION AND PAST PERFORMANCE OF THE SDMS CEO (IF APPLICABLE). NOTE: ANNUAL PERFORMANCE APPRAISALS OF THE CEO ARE COMPLETED BY THE BOARD OF DIRECTORS DURING THE FALL BOARD OF DIRECTORS MEETING. THE EVALUATIONS ARE USED BY THE SENIOR OFFICERS DURING THEIR ANALYSIS. THE SDMS CEO'S COMPENSATION IS ESTABLISHED BY A WRITTEN CONTRACT. THE SDMS CEO'S CONTRACT IS NEGOTIATED AND SIGNED BY THE SDMS PRESIDENT AFTER REVIEW BY OUTSIDE SDMS LEGAL COUNSEL. THE CEO IS RESPONSIBLE FOR ESTABLISHING SALARY FOR ALL OTHER STAFF. THE PROCESS FOR ESTABLISHING COMPENSATION FOR ALL OTHER STAFF INCLUDES THE FOLLOWING: ANALYSIS AND REVIEW OF SALARY STUDIES/INFORMATION FOR NON-PROFITS, HEALTH CARE ASSOCIATIONS, AND THE AREA MARKET TRENDS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE REQUEST MUST BE IN WRITING AND THE DOCUMENTS VIEWED AT THE SOCIETY'S OFFICE. SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY FOUNDATION 15301 SPECTRUM DR STE 155 ADDISON TX 75001 270335425 TO PROVIDE SUPPORT FOR SONOGRAPHER EDUCATION AND CERTIFICATION WA 501(C)(3) LINE 7 SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY FOUNDATION B 8476 CASH TRANSFERRED SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY FOUNDATION R 30237 CASH TRANSFERRED SOCIETY OF DIAGNOSTIC MEDICAL SONOGRAPHY FOUNDATION Q 9759 CASH TRANSFERRED