2025-05-08T09:34:13-05:00 2024-06-30 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2023-07-01 952293816 SOCIETY FOR REPRODUCTIVE INVESTIGATION INC SOCI 4149189888 555 E WELLS STREET 1100 MILWAUKEE WI 53202 EMILY J SU MD MSCI SEC-TREASURER 4149189888 2025-05-08 1 0 KATY L SOMMER P00273273 4142711451 2025-05-07 2023 2025-03-06 01:10:19Z AYMAN AL-HENDY MD PHD 555 E WELLS STREET 1100 MILWAUKEE WI 53202 1494407 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 FOUNDATIONAL, 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. 11 11 0 15 875 0 156511 61381 971614 1148899 96845 163164 1525 5730 1226495 1379174 228924 223725 0 0 0 0 0 0 3600 1071286 1266309 1300210 1490034 -73715 -110860 2357502 2225635 242507 164549 2114995 2061086 X ADVANCE REPRODUCTIVE HEALTH FOR ALL, THROUGH (1) OUTSTANDING FOUNDATIONAL, 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. 0 0 850273 13975 730732 THE SRI ANNUAL MEETING GATHERS LEADING SCIENTISTS AND CLINICAL INVESTIGATORS ANNUALLY TO SHARE CUTTING-EDGE INFORMATION IN REPRODUCTIVE SCIENCES AND WOMEN'S HEALTH. THIS YEAR'S THEME WAS "SUPPORTING HEALTHY LIFECOURSE TRAJECTORIES AND TOOK PLACE IN VANCOUVER, CANADA. 59342 164793 PUBLICATIONS: THE JOURNAL PROVIDES OB/GYN PROFESSIONALS WITH UPDATES IN THE FIELD OF REPRODUCTIVE INVESTIGATION. 48864 42575 SATELLITE SESSIONS: THESE SESSIONS PRECEDE THE ANNUAL MEETING. 273322 209750 215654 OTHER PROGRAM SERVICES: NEWSLETTER AND OUTREACH ACTIVITIES. 273322 209750 215654 1231801 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 34 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 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 STEPHANE L BOURQUE PHD DIRECTOR 1.00 X 0 0 0 KRISTIN CONNOR PHD DIRECTOR 1.00 X 0 0 0 STEPHEN G MATTHEWS PHD PAST PRESIDENT 1.00 X X 0 0 0 AYMAN AL-HENDY MD PHD PRESIDENT 1.00 X X 0 0 0 IRINA BURD MD PHD PRESIDENT ELECT 1.00 X X 0 0 0 SARAH K ENGLAND PHD DIRECTOR 1.00 X 0 0 0 EMILY J SU MD MSCI SEC-TREAS 1.00 X X 0 0 0 AMANDA N KALLEN MD DIRECTOR 1.00 X 0 0 0 DINO A GIUSSANI PHD SCD FRCOG PRESIDENT NOM 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 GENEVIEVE NEAL-PERRY MD PHD VICE PRESIDENT 1.00 X 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 362032 1 61381 61381 ANNUAL MEETING 541900 730732 730732 MEMBERSHIP DUES & ASSE 541700 210799 210799 JOURNAL INCOME 900099 164793 164793 SATELLITE SESSIONS 541900 42575 42575 1148899 56089 56089 222308 115233 107075 107075 107075 MISCELLANEOUS 459900 4855 4855 JOB POSTING INCOME 900099 875 875 5730 1379174 1153754 875 163164 125000 125000 38275 38275 60450 60450 362032 181016 181016 789 789 7500 7500 15444 15444 64186 64186 18958 15129 3829 23540 23540 74007 74007 641343 633743 4000 3600 1656 1656 15400 10270 5130 TAXES 119 119 BANK FEES 32449 32449 FOOD AND BEVERAGE 5035 5035 OTHER EXPENSES 3337 636 2701 514 514 1490034 1231801 254633 3600 82599 187586 135000 49086 11563 1911 1911 249010 116763 1839896 1894568 13244 2357502 2225635 98811 16673 143696 147876 242507 164549 X 1742136 1801045 372859 260041 2114995 2061086 2357502 2225635 -110860 56951 0 X 0 1 X 1 0 X 236030 471520 195750 156511 61381 1121192 620583 99743 1514865 971614 1148898 4355703 856613 571263 1710615 1128125 1210279 5476895 0 34380 124350 168854 125031 36837 489452 34380 124350 168854 125031 36837 489452 4987443 53707 55118 54846 52083 56089 271843 2025 1175 3200 55732 56293 54846 52083 56089 275043 875 875 20 4935 3350 1525 4855 14685 912365 632491 1768811 1181733 1272098 5767498 0.86470 0.86040 0.04770 0.04240 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 20. 2020 AMOUNT: $ 4,935. 2021 AMOUNT: $ 3,350. 2022 AMOUNT: $ 1,525. 2023 AMOUNT: $ 4,855. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 196912 4350 21145 27761 194646 193933 9600 3379 10000 196912 202861 4970 -5035 8863 193933 126292 50574 25995 202861 135529 1000 -7557 2680 126292 0.10000 0.90000 0 0 0 X 1420681 56951 56951 1363730 15444 15444 1379174 1474590 0 1474590 15444 15444 1490034 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 ADVERTISING INCOME) NOT DIRECTLY RELATED TO THE SOCIETY'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. TOTAL UNRELATED BUSINESS INCOME TAX EXPENSE FOR THE YEAR ENDED JUNE 30, 2024, WAS $119. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF JUNE 30, 2024, THE SOCIETY HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE SOCIETY DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES TO UNRECOGNIZED INCOME TAX BENEFITS OVER THE NEXT YEAR. 0 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 35000 EUROPE 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 8375 NORTH AMERICA 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 845247 NORTH AMERICA 0 0 PROGRAM SERVICES SATELLITE SESSION 48864 SOUTH AMERICA 0 0 PROGRAM SERVICES ANNUAL CONFERENCE 11000 0 0 0 0 0 0 948486 0 948486 EAST ASIA AND THE PACIFIC SRI-BAYER 20000 CHECK/WIRE 0 FMV EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, INTERNATIONAL GRANT 10000 CHECK/WIRE 0 FMV 0 2 ANNUAL MEETING AWARD EUROPE 1 1000 CHECK/WIRE FMV PRESIDENT'S PRESENTER'S EAST ASIA & THE PACIFIC 3 3000 CHECK/WIRE FMV PRESIDENT'S PRESENTER'S NORTH AMERICA 3 3000 CHECK/WIRE FMV INTERNATIONAL GRANT SOUTH AMERICA 1 5000 CHECK/WIRE FMV ANNUAL MEETING GRANT EUROPE 2 200 CHECK/WIRE FMV PRESIDENT ACHIEVEMENT SOUTH AMERICA 1 1000 CHECK/WIRE FMV LAXMI BAXI AWARD NORTH AMERICA 1 1000 CHECK/WIRE FMV DISTINGUISHED SCIENTIST NORTH AMERICA 2 3000 CHECK/WIRE FMV KUSUM LATA AWARD EUROPE 1 1000 CHECK/WIRE FMV THOMAS MCDONALD AWARD NORTH AMERICA 1 750 CHECK/WIRE FMV GEORGIO PARDI AWARD EUROPE 1 1500 CHECK/WIRE FMV PRESIDENT'S ACHIEVEMENT EUROPE 1 1000 CHECK/WIRE FMV SRI CHINESE AWARD EUROPE 2 2000 CHECK/WIRE FMV PRESIDENT'S PLENARY EAST ASIA & THE PACIFIC 1 1000 CHECK/WIRE FMV PRESIDENT'S PLENARY EUROPE 1 1000 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 1, LINE 3 THE AMOUNTS LISTED IN PART I # 3 COLUMN (F) 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 EAST LANSING MI 48824 386005984 501(C)(3) 40000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT THE CURATORS OF THE UNIVERSITY OF MISSOURI 115 BUSINESS LOOP 70W COLUMBIA MO 65211 266440629 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 06508 060646973 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT STANFORD UNIVERSITY PO BOX 884253 LOS ANGELES CA 900884253 941156365 501(C)(3) 20000 0 FMV SRI-BAYER DISCOVERY/INNOVATION GRANT DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 282602651 560532129 501(C)(3) 25000 0 FMV RSDP GRANT 5 0 DECHERNEY SOCIETY 1 2000 FMV MENDELSON AWARD 1 1500 FMV BAXI AWARD 1 1000 FMV KUSUM LATA AWARD 1 1000 FMV MENTORSHIP AWARD 1 2000 FMV PRESIDENT'S PLENARY AWARD 2 2000 FMV SRI CHINESE AWARD 2 2000 FMV PRESIDENT'S PRESENTER'S AWARD 17 17000 FMV RETURNED AWARDS FROM PRIOR YEARS 3 -3000 FMV ANNUAL MEETING AWARDS 10 9775 FMV ANNUAL MEETING HONORARIUMS 2 3000 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. 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.