2025-05-13T11:03:23-05:00 2024-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 400 BALTIMORE MD 21202 990 2024-01-01 522205122 AMERICAN UROLOGICAL ASSOCIATION INC AMER 4106893700 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 BARBARA HARTFORD CFO 4106893700 2025-05-12 1 0 JULIA FLANNERY P00928918 4102469300 2025-05-12 2024 2025-03-06 01:10:19Z MICHAEL T SHEPPARD 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 15969345 0 X WWW.AUANET.ORG X 2002 MD ADVANCEMENT OF PROFESSIONAL AND UROLOGIC PATIENT CARE AND THE FORMULATION OF HEALTH CARE POLICY. 13 9 0 229 1872902 607202 0 0 14544582 15732897 58803 235861 4410 587 14607795 15969345 3094135 2048625 0 0 6078627 5922129 0 0 0 5535874 5371803 14708636 13342557 -100841 2626788 15239541 20066536 10167231 12367438 5072310 7699098 X MISSION: PROMOTE THE HIGHEST STANDARDS OF UROLOGICAL CLINICAL CARE THROUGH EDUCATION, RESEARCH, AND THE FORMULATION OF HEALTH CARE POLICY.VISION: TO BE THE PREMIER PROFESSIONAL ASSOCIATION FOR THE ADVANCEMENT OF PROFESSIONAL UROLOGIC PATIENT CARE. 0 0 GOVERNANCE, ADVOCACY, AND POLICY: THE AUA WORKS ON BEHALF OF AUA MEMBERS AND THEIR PATIENTS TO ENSURE CRITICAL INTERESTS ARE PROMOTED TO LAWMAKERS ON CAPITOL HILL AND FEDERAL OFFICIALS IN GOVERNMENT AGENCIES. ACTIVITIES ARE DEDICATED TO IMPROVING THE PRACTICE OF UROLOGY AND UROLOGICAL HEALTH. IN 2024, MAJOR ACCOMPLISHMENTS INCLUDED HOLDING THE 7TH ANNUAL UROLOGY ADVOCACY SUMMIT THAT BROUGHT TOGETHER APPROXIMATELY 300 UROLOGISTS, ADVANCED PRACTICE PROVIDERS, RESEARCHERS, AND PATIENT ADVOCATES FOR OVER 150 FACE TO FACE MEETINGS WITH MEMBERS OF CONGRESS AND THEIR STAFF, SUCCESSFULLY SECURING NEW AND PROTECTING THE VALUE OF EXISTING CPT (CURRENT PROCEDURAL TERMINOLOGY) CODES FOR PHYSICIAN PAYMENT AND REIMBURSEMENT (INCLUDING CODES FOR REIMBURSEMENT FOR TELEMEDICINE), AND SECURING A NEW TECHNOLOGY PLATFORM TO MANAGE CONTRACTS AND OTHER LEGAL MATTERS. MEMBERSHIP: THE AUA IS A GLOBAL MEMBERSHIP ORGANIZATION WITH MORE THAN 27,000 MEMBERS FROM OVER 100 COUNTRIES WORLDWIDE. THROUGH ITS LEADERSHIP, THE AUA UNITES THE GLOBAL UROLOGIC COMMUNITY TO ADVANCE UROLOGIC PATIENT CARE AROUND THROUGH WORLD THROUGH EDUCATION, RESEARCH, AND THE FORMULATION OF HEALTH CARE POLICY. AUA MEMBERS SPAN THE UROLOGIC CARE TEAM, AND THE GEOGRAPHIC BREADTH OF AUA'S MEMBERSHIP FOSTERS STRONG RELATIONSHIPS AND AN EXCHANGE OF KNOWLEDGE BETWEEN UROLOGY PROFESSIONALS AROUND THE WORLD. IN 2024, THE AUA WELCOMED 3,200 NEW MEMBERS ACROSS ALL MEMBERSHIP CATEGORIES. ANNUAL MEETING: ANNUALLY, THE AUA HOLDS A CONFERENCE FOCUSING ON CUTTING-EDGE SCIENCE AND GROUNDBREAKING RESEARCH RELATED TO UROLOGIC MEDICINE. ATTRACTING MORE THAN 13,000 UROLOGISTS, RESEARCH SCIENTISTS AND MEDICAL PROFESSIONALS RELATED TO THE FIELDS OF UROLOGY AND CLINICAL CARE, THE MEETING IS FOCUSED ON EDUCATIONAL SESSIONS ABOUT ADVANCEMENTS IN UROLOGIC RESEARCH AND IS VITAL TO THE ADVANCEMENT IN SKILLS AND KNOWLEDGE OF ATTENDEES. FOR 2024, THE AUA WAS SUCCESSFULLY HELD IN SAN ANTONIO, AS AN IN-PERSON MEETING WITH A VIRTUAL COMPONENT WHICH EXPANDED THE REACH OF THE EDUCATIONAL CONTENT PRESENTED IN THE BUILDING THROUGH STREAMED PRESENTATIONS OF KEY CONTENT. THE MEETING INCLUDED PLENARY PRESENTATIONS, INDUSTRY CLINICAL UPDATES SHOWCASING ADVANCEMENTS AND INNOVATIONS IN LABORATORY EQUIPMENT, PHARMACEUTICAL PRODUCTS, AND DIAGNOSTIC TOOLS, INSTRUCTIONAL COURSES, AND ABSTRACT PRESENTATIONS. 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 37 0 1 0 1 1 0 0 0 1 1 0 0 0 X 13 9 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 MD X BARBARA B HARTFORD 4106893700 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 RANDALL MEACHAM IMMEDIATE PAST PRESIDENT 2.50 7.50 X X 3077 9233 0 STEPHEN Y NAKADA MD PRESIDENT 2.50 7.50 X X 28629 85887 0 EDWARD M MESSING MD IMMEDIATE PAST PRESIDENT (THRU 5/6/24) 2.50 7.50 X X 2824 8474 0 LANE PALMER MD PRESIDENT ELECT 2.50 7.50 X X 9589 28766 0 DAVID F PENSON MD SECRETARY 2.50 7.50 X X 26882 80647 0 THOMAS F STRINGER MD TREASURER 2.50 9.50 X X 23573 89578 0 KURT A MCCAMMON MD DIRECTOR (THRU 5/6/24) 2.50 9.50 X 688 2065 0 ARTHUR E TARANTINO MD DIRECTOR 2.50 7.50 X 0 0 0 REZA GHAVAMIAN MD DIRECTOR (THRU 5/6/24) 2.50 7.50 X 0 0 0 ARTHUR L BURNETT II MD DIRECTOR 2.50 9.50 X 1517 4550 0 JAMES C ULCHAKER MD DIRECTOR (THRU 5/6/24) 2.50 7.50 X 0 0 0 HASSAN RAZVI MD DIRECTOR 2.50 7.50 X 0 0 0 DAMARA KAPLAN MD DIRECTOR 2.50 7.50 X 0 0 0 JAY ALAN MOTOLA DIRECTOR 2.50 7.50 X 22684 554 0 TOBIAS STEEN KOHLER MD DIRECTOR 2.50 7.50 X 323 968 0 GLEN M PREMINGER MD DIRECTOR 2.50 7.50 X 397 1192 0 CHRISTOPHER R PORTER MD DIRECTOR 2.50 7.50 X 0 0 0 MICHAEL T SHEPPARD CHIEF EXECUTIVE OFFICER 10.40 29.60 X 217094 617880 78224 BARBARA B HARTFORD EVP FINANCE, CHIEF FINANCIAL OFFICER 10.40 29.60 X 86228 245417 47868 MAUREEN CONES EVP & GENERAL COUNSEL 10.40 29.60 X 86697 246757 26437 PATRICIA HOPE EVP, CHIEF MARKETING & DEVELOPMENT 6.40 33.60 X 68182 357954 41080 JANET SKOREPA EXECUTIVE VICE PRESIDENT 10.00 30.00 X 108591 325772 62166 BRADLEY STINE DIR OF LEGISLATIVE & POLITICAL AFFAIRS 40.00 X 250449 0 69202 JOSHUA WEBSTER SR MGR OF STATE ADV & PPR SR MGR 40.00 X 118122 0 29285 DANIEL TADESSE SR MGR OF MEMBER & CUSTOMER SERVICES 20.00 20.00 X 68990 68991 31892 HOPE THOMPKINS MGR OF MEMBER & CUSTOMER SERVICES 40.00 X 105274 0 50697 KEITH PRICE DIRECTOR OF INDUSTRY RELATIONS 4.00 36.00 X 20176 181581 32667 VANESSA CRAMER MGR LEGISLATIVE & POLITICAL AFFAIRS 40.00 X 107079 0 19416 1357065 2356266 488934 7 0 1 0 JW MARRIOTT 1331 PENNSYLVANIA AVE WASHINGTON DC 20004 UROLOGY ADVOCACY SUMMIT 345171 CRD ASSOCIATES 600 MARYLAND AVENUE SW SUITE 220 WASHINGTON DC 20024 FEDERAL AGENCY GUIDELINES 137275 THE SHERIDAN PRESS PO BOX 74007142 CHICAGO IL 60674 AUANEWS/UPDATE SERIES PRINTING & MAILING 109321 VENABLE LLP PO BOX 62727 BALTIMORE MD 21264 DISTRICT POLICY CONSULTING 106001 4 EXHIBIT & INDUS. SUPPO 541800 7037380 7037380 MEMBERSHIP DUES AND AS 541900 6299743 6299743 MISC PUBS/MANUALS/PROG 541800 1512461 251775 1260686 AUA NEWS 541800 649716 37500 612216 PUBLIC POLICY 541900 233597 233597 15732897 235861 235861 BAD DEBT RECOVERY 900099 587 587 587 15969345 13859995 1872902 236448 X 2000000 48625 748747 4437764 153453 426675 155490 1748 137275 3068515 440587 550597 924020 67172 TAXES 181889 13342557 13649023 17101680 1298464 2697972 292054 266884 15239541 20066536 242623 507956 9910404 11850263 14204 9219 10167231 12367438 X 5072310 7699098 5072310 7699098 15239541 20066536 2626788 0 X 0 1 X 1 0 0 0 0 6299743 730342 -1646754 -916412 1042559 -1958971 0 DUE TO RELATED PARTY 9219 9219 X 46935927 31203030 31203030 15732897 236448 236448 15969345 44002936 30660379 30660379 13342557 0 13342557 PART X, LINE 2: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITION AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH, INC. REVENUE 25,869,787. INCOME ELIMINATED ON THE CONSOLIDATED FINANCIAL STATEMENTS -225,000. UROLOGY CARE FOUNDATION, INC. REVENUE 5,454,942. AUAPAC REVENUE 103,301. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME REPORTED SEPERATELY ON FINANCIAL STATEMENTS 235,861. BAD DEBT RECOVERY 587. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH, INC. EXPENSES 27,167,384. EXPENSES ELIMINATED ON THE CONSOLIDATED FINANCIAL STATEMENTS -225,000. UROLOGY CARE FOUNDATION, INC. EXPENSES 3,659,582. AUAPAC EXPENSES 59,000. BAD DEBT RECOVERY -587. CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 2641 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 2670 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 3882 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 2155 0 0 0 0 0 0 11348 0 11348 0 0 0 0 0 1 1 AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH INC 1000 CORPORATE BLVD LINTHICUM MD 21090 430691437 501(C)(3) 2000000 0 BOARD APPROVED INTERCOMPANY GRANT FROM AUA TO AUAER 1 0 ADVANCED PRACTICE PROVIDER OF THE YEAR WINNER 1 1000 RESIDENTS BOWL WINNERS 13 2025 RESIDENTS DEBATE WINNERS 8 950 ESSAY CONTEST WINNER 1 150 RESIDENTS BOWL TRAVEL STIPENDS 43 21500 RESIDENTS DEBATE TRAVEL STIPENDS 16 8000 GALLAGHER SCHOLAR HONORARIUM 1 15000 PART I, LINE 2: AUA GRANTED FUNDS TO THE AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH (AUAER), A RELATED ORGANIZATION. THROUGH CONTROL OF THE BOARD OF DIRECTORS, AUA MONITORS THE GRANTS TO AUAER. THE USE OF UNRELATED GRANT FUNDS ARE MONITORED THROUGH AUA'S REPRESENTATION AT SUB-SPECIALTY SOCIETY MEETINGS, REVIEW OF REPORTS, AND LIAISON RELATIONSHIPS WITH GRANT RECIPIENTS. X X X 1 1 0 0 0 MICHAEL T SHEPPARD CHIEF EXECUTIVE OFFICER 183770 523036 32136 91464 1188 3380 16413 46714 3925 11172 237432 675766 0 0 JANET SKOREPA EXECUTIVE VICE PRESIDENT 93630 280891 14329 42986 632 1895 8318 24953 7224 21671 124133 372396 0 0 PATRICIA HOPE EVP, CHIEF MARKETING & DEVELOPMENT 59090 310225 8829 46351 263 1378 4394 23070 2179 11437 74755 392461 0 0 BARBARA B HARTFORD EVP FINANCE, CHIEF FINANCIAL OFFICER 74820 212945 10945 31153 463 1319 8160 23224 4286 12198 98674 280839 0 0 MAUREEN CONES EVP & GENERAL COUNSEL 74956 213338 11293 32143 448 1276 5229 14882 1645 4681 93571 266320 0 0 BRADLEY STINE DIR OF LEGISLATIVE & POLITICAL AFFAI 223988 0 26159 0 302 0 34180 0 35022 0 319651 0 0 0 KEITH PRICE DIRECTOR OF INDUSTRY RELATIONS 18311 164800 1850 16650 15 131 2768 24910 499 4490 23443 210981 0 0 DANIEL TADESSE SR MGR OF MEMBER & CUSTOMER SERVICES 64479 64480 4440 4440 71 71 9454 9454 6492 6492 84936 84937 0 0 HOPE THOMPKINS MGR OF MEMBER & CUSTOMER SERVICES 100270 0 4900 0 104 0 13885 0 36812 0 155971 0 0 0 PART I, LINE 1A OFFICERS AND DIRECTORS ARE ENTITLED TO FIRST CLASS TRAVEL ON TRIPS OVER ESTABLISHED TIME AND DISTANCE LIMITS. THIS AMOUNT IS NOT INCLUDED IN TAXABLE COMPENSATION. OFFICERS AND DIRECTORS ARE ENTITLED TO TRAVEL FOR COMPANIONS ON SELECT TRIPS DURING THE YEAR. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. CERTAIN OFFICERS RECEIVE TAX INDEMINIFICATION AND GROSS-UP PAYMENTS FOR THEIR SPOUSAL TRAVEL. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. FORM 990, SCHEDULE J, PART I, LINE 3 AUA RELIES ON AUAER, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF AUA'S CEO. AUAER USES A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND THE APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE. FORM 990, PART I, LINE 6 THE NUMBER OF VOLUNTEERS WAS ESTIMATED BASED ON THE NUMBER OF PHYSICIAN'S PARTICIPATING ON PHYSICIAN COMMITTEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS DELEGATED AUTHORITY ONLY TO HANDLE THE DETAILS OF MANAGEMENT BETWEEN BOARD MEETINGS. HOWEVER, THE EXECUTIVE COMMITTEE REPORTS BACK TO THE FULL BOARD, WHICH NORMALLY SHOULD RATIFY ANY SIGNIFICANT DECISION OR ACTION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS HAVE A RIGHT TO APPROVE/CHANGE BYLAWS AND TO ELECT THE TREASURER AND SECRETARY OFFICER POSITIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE, SENIOR STAFF, AND AN ELECTRONIC COPY WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE COIS ARE REVIEWED BY ALL COMMITTEE CHAIRS PRIOR TO ALL MEETINGS. THE REVIEW IS LISTED AS A DISCUSSION ITEM ON EVERY COMMITTEE AGENDA AND THE REVIEW AND DISCUSSION IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 AUA'S CEO IS COMPENSATED BY ONE OF ITS RELATED ORGANIZATIONS, AMERICAN UROLOGICAL ASSOCIATION EDUCATION & RESEARCH (AUAER). THE CEO'S SALARY IS DETERMINED EACH YEAR BY AUAER'S EXECUTIVE COMPENSATION COMMITTEE. THIS COMMITTEE IS COMPRISED OF THREE AUAER BOARD MEMBERS. THE AUAER TREASURER AND CFO SERVE AS NON-VOTING LIAISONS/ADVISORS TO THE COMMITTEE. DURING 2023, AN AGREEMENT WAS REACHED FOR A RENEWED FIVE-YEAR CONTRACT. COMPENSATION AND BENEFITS WERE DEVELOPED BY AN INDEPENDENT CONSULTANT FIRM UTILIZING SALARY SURVEYS OF SIMILAR ORGANIZATIONS. A COMPREHENSIVE PERFORMANCE REVIEW WAS COMPLETED BY VARIOUS GROUPS INCLUDING AUAER STAFF, BOARD MEMBERS AND COMMITTEE CHAIRS. THE COMPENSATION COMMITTEE'S RECOMMENDATION WAS REVIEWED AND VOTED ON BY THE BOARD OF DIRECTORS. ALL COMPENSATION DISCUSSIONS ARE CONDUCTED DURING AN EXECUTIVE SESSION OF THE BOARD WHERE THE CEO IS NOT PRESENT. AUA'S OTHER OFFICERS AND KEY EMPLOYEES ARE ALSO COMPENSATED BY AUAER. AUAER DOES NOT HAVE A FORMAL PROCESS THAT INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION FOR DETERMINING COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. HOWEVER, AUAER DOES SUBSCRIBE TO SALARY SURVEYS AND USES AN INTERNAL COMPENSATION COMMITTEE TO REVIEW THE COMPENSATION OF SELECT POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST AT OUR CORPORATE OFFICE, 1000 CORPORATE BOULEVARD, LINTHICUM, MD 21090, FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONTRACT SERVICES 2,976,298. STIPENDS 92,217. FORM 990, PART IX AUA DOES NOT HAVE ANY EMPLOYEES. ALL SERVICES PROVIDED FOR AUA ARE PERFORMED BY EMPLOYEES OF AUAER UNDER A COST-SHARING AGREEMENT. THE EXPENSES REFLECTED ON PAGE TEN OF THIS RETURN ON LINES 5 THROUGH 10 ARE EXPENSES PAID BY AUA TO AUAER UNDER THE COST-SHARING AGREEMENT. AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 430691437 EDUCATION & RESEARCH MD 501(C)(3) LINE 10 N/A 0 UROLOGY CARE FOUNDATION INC 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 203210212 GRANTMAKING MD 501(C)(3) LINE 7 AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC 0 AMERICAN UROLOGICAL ASSOCIATION INC POLITICAL ACTION COMMITTEE 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 832403252 POLITICAL ACTIVITY MD 527 AMERICAN UROLOGICAL ASSOCIATION INC 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0