Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
THE NORTH AMERICAN MENOPAUSE SOCIETY
Employer identification number
34-1604749
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2,155,860
1,923,190
2,109,900
1,572,046
1,524,542
9,285,538
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
1,218,795
1,297,496
1,182,448
1,574,943
1,339,576
6,613,258
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
3,374,655
3,220,686
3,292,348
3,146,989
2,864,118
15,898,796
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
1,077,743
864,627
924,148
654,165
230,750
3,751,433
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
0
c
Add lines 7a and 7b..
1,077,743
864,627
924,148
654,165
230,750
3,751,433
8
Public Support (Subtract line 7c from line 6.)
12,147,363
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
3,374,655
3,220,686
3,292,348
3,146,989
2,864,118
15,898,796
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
271,421
312,952
184,861
154,246
126,328
1,049,808
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
271,421
312,952
184,861
154,246
126,328
1,049,808
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
3,646,076
3,533,638
3,477,209
3,301,235
2,990,446
16,948,604
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
71.670 %
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
52.810 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
6.190 %
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
6.370 %
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
THE NORTH AMERICAN MENOPAUSE SOCIETY
Employer identification number
34-1604749
Identifier
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 6
INDIVIDUALS ELIGIBLE FOR MEMBERSHIP SHALL SUPPORT THE PURPOSES AND OBJECTIVES OF THE SOCIETY. THE MEMBERHSIP OF THE SOCIETY SHALL CONSIST OF ACTIVE, HONORARY, LIFE, AND ASSOCIATE MEMBERS. MEMBERSHIPS SHALL BE ACCEPTED IRRESPECTIVE OF SEX, RACE, LANGUAGE, RELIGION, OR POLITICAL PERSUASION.
FORM 990, PART VI, SECTION A, LINE 7A
ACTIVE MEMBERS THAT ARE PHYSICIANS AND OTHER LICENSED HEALTHCARE PROFESSIONALS, SCIENTISTS HOLDING AN ADVANCED DEGREE IN ONE OF THE BIOLOGICAL OR SOCIAL SCIENCES, AND OTHERS WITH PROFESSIONAL OR SCIENTIFIC INTERESTS IN MENOPAUSE WHO SUBSCRIBE TO THE PRINCIPLES OF PROFESSIONAL ETHICS IN THEIR RESPECTIVE DISCIPLINES. ACTIVE MEMBERS HAVE THE RIGHT TO VOTE AND HOLD OFFICE. MEMBERS MAY VOTE FOR OR AGAINST A SLATE OF OFFICERS WHO ARE NOMINATED BY THE NOMINATING COMMITTEE.
FORM 990, PART VI, SECTION A, LINE 7B
A CHANGE TO THE ORGANIZATION'S BYLAWS REQUIRES APPROVAL BY THE MEMBERS
FORM 990, PART VI, SECTION B, LINE 11
AFTER THE APPROPRIATE CENTRAL OFFICE STAFF APPROVES THE DOCUMENT, IT WILL BE SENT TO THE FINANCE COMMITTEE FOR APPROVAL. THE FINANCE COMMITTEE WILL THEN RECOMMEND THAT THE BOARD AS A WHOLE APPROVE IT FOR FILING.
FORM 990, PART VI, SECTION B, LINE 12C
SIMPLE DISCLOSURE WITH MINIMAL EXPLANATION WILL BE ADEQUATE TO RESOLVE MOST POTENTIAL CONFLICTS OF INTEREST. IF NOT, THE INDIVIDUAL MAKING THE DISCLOSURE IS EXPECTED TO INDICATE ON THE DISCLOSURE FORM WHY THERE IS NO ACTUAL OR POTENTIAL CONFLICT OF INTEREST OR HOW HE/SHE INTENDS TO RESOLVE THE SITUATION. MOST POTENTIAL OR ACTUAL CONFLICTS OF INTEREST NOT RECOGNIZED OR RESOLVED BY THE INDIVIDUAL WILL BE RESOLVED WITHIN THE NAMS CENTRAL OFFICE OR EDITORIAL OFFICE, DEPENDING ON THE INDIVIDUAL'S ROLE WITH NAMS. IF THE POLICY SO REQUIRES OR IF NEEDED, ASSISTANCE MAY BE OBTAINED FROM THE SOCIETY'S LEADERSHIP (IE, PRESIDENT, EXECUTIVE DIRECTOR, CHAIR OF THE ETHICS COMMITTEE). WHEN CONFLICTS OF INTEREST CANNOT BE RESOLVED IN A SATISFACTORY MANNER, THE INDIVIDUAL WILL BE INELIGIBLE FOR PARTICIPATION IN THE NAMS ROLE OR EVENT. THE ENTIRE CONFLICT OF INTEREST RESOLUTION PROCESS SHALL BE CONDUCTED IN A CONFIDENTIAL MANNER. PERSONAL INFORMATION WILL BE SHARED ONLY AS NECESSARY TO THE RESOLUTION PROCESS.
FORM 990, PART VI, SECTION B, LINE 15
CONTRACT COMMITTEES WERE ESTABLISHED TO REVIEW THE RENEWAL OF THE EMPLOYMENT CONTRACTS OF SENIOR EXECUTIVES. ALL MEMBERS OF THE COMMITTEE WERE INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES OF THE SOCIETY. THE GENERAL COUNSEL OF THE SOCIETY PREPARED AND DISTRIBUTED TO THE COMMITTEE A BOOKLET ENTITLED "CONTRACT COMMITTEE-COMPENSATION OF SENIOR EXECUTIVES". THE BOOKLET INCLUDED HISTORICAL DATA REGARDING COMPENSATION AND PUBLISHED MATERIALS DESCRIBING TRENDS IN COMPENSATION OF COMPARABLE SENIOR EXECUTIVES IN THE NON-PROFIT SECTOR. THE COMMITTEE REVIEWED THE INFORMATION AND MADE ITS RECOMMENDATIONS TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES FORMALLY APPROVED THE RECOMMENDATIONS OF THE CONTRACT COMMITTEE. EMPLOYMENT AGREEMENTS WERE PREPARED BY THE GENERAL COUNSEL OF THE SOCIETY AND APPROPRIATELY EXECUTED.
FORM 990, PART VI, SECTION C, LINE 19
ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE NAMS WEBSITE. FINANCIAL STATEMENTS WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XI, LINE 5:
NET UNREALIZED LOSSES ON INVESTMENTS: -12,917.
FORM 990, PART XII, LINE 2C:
THE FINANCE COMMITTEE HAS THE RESPONSIBILITY TO OVERSEE THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.