2023-10-23T13:21:39-05:00 2022-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2022-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY AMER 2029555010 11130 SUNRISE VALLEY DR 100 RESTON VA 201914398 JAMI LUCAS CEO 2029555010 2023-10-19 1 JAMI LUCAS XXX-XX-XXXX 0 JULIA FLANNERY P00928918 4102469300 2023-10-19 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMI LUCAS 11130 SUNRISE VALLEY DR 100 RESTON VA 201914398 1884730 0 X WWW.AAOALLERGY.ORG X 1981 DC TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. 18 18 5 44 2827 0 123805 10000 1516006 1668330 160103 82259 96931 124141 1896845 1884730 9000 16894 0 0 687919 793096 0 0 0 743661 1034873 1440580 1844863 456265 39867 5697272 5023460 943945 955007 4753327 4068453 THE MISSION OF THE AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY, INC., (AAOA), AS AN ORGANIZATION OF OTOLARYNGOLOGISTS, IS TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. 0 0 EDUCATIONAL COURSES - FOCUSED ON EDUCATION AS OUR CORE COMPETENCY, WE OFFER BASIC, ADVANCED, AND INTERACTIVE ALLERGY AND RHINOLOGY CONTINUING EDUCATION PROGRAMS ANNUALLY BASED ON THE AAOA SCOPE OF KNOWLEDGE. MEMBER SERVICES/PUBLICATIONS - THIS ENCOMPASSES ALL TYPES OF MEMBER COMMUNICATIONS, INCLUDING THE IFAR JOURNAL, THE NEWSLETTER, AND THE WEBSITE, AS WELL AS ALL EFFORTS OF INTER- AND INTRA-PROFESSIONAL RELATIONS ON BEHALF OF THE MEMBERSHIP AND OTOLARYNGOLOGY AS A WHOLE. 0 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 24 0 1 5 1 1 1 0 0 0 0 0 0 0 X 18 18 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2029555010 11130 SUNRISE VALLEY DR 100 RESTON VA 201914398 AYESHA KHALID MD MBA PRESIDENT 1.00 0.00 X X 0 0 0 DOUGLAS DAWSON MD PRESIDENT ELECT 1.00 0.00 X X 0 0 0 KEVIN WILSON MD SECRETARY 1.00 0.00 X X 0 0 0 KEITH SALE MD TREASURER 1.00 0.00 X X 0 0 0 MICHAEL PLATT MD MSC PAST PRESIDENT 1.00 0.00 X X 0 0 0 WESLEY D VANDERARK MD PAST PRESIDENT 1.00 0.00 X X 0 0 0 ALPEN PATEL MD PAST PRESIDENT 1.00 0.00 X X 0 0 0 ROBERT STACHLER MD EDUCATION COORDINATOR 0.50 0.00 X 0 0 0 FARRAH SIDDIQUI MD EDUC PROGRAMS DIR. 0.50 0.00 X 0 0 0 BRYAN LEATHERMAN MD 2022-25 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JENNIFER VILLWOCK MD PATIENT & PROF. RELATIONS CHAIR 0.50 0.00 X 0 0 0 CHRIS BROOK MD EDUCATION ASSESSMENT DIR. 0.50 0.00 X 0 0 0 DOLE BAKER MD SOCIOECONOMIC CHAIR 0.50 0.00 X 0 0 0 JOSH LEVY MD 2020-2023 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 ROBERT PUCHALSKI MD 2020-2023 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 MICHELLE LIU MD 2021-24 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 WILLIAM REISACHER MD 2021-24 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 CHRISTOPHER VICKERY MD 2022-25 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 40.00 5.00 X 271336 33917 44118 271336 33917 44118 1 0 1 0 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING 106380 1 10000 10000 EDUCATION 900099 710680 710680 MEMBERSHIP DUES 900099 601145 601145 CORPORATE DEVELOPMENT 900099 330310 330310 FELLOW EXAM FEES 900099 22445 22445 MAILING LIST 900099 3750 3750 1668330 82157 82157 124141 2827 121314 102 0 102 102 102 1884730 1668330 2827 203573 16894 353282 344741 20383 37774 36916 14872 125943 7877 12728 32950 44926 128783 71530 390339 628 18413 16594 FEES/SUBSCRIPTIONS 129902 BANK & CREDIT CARD FEES 36541 PAYROLL PROCESSING FEE 2847 1844863 945240 1260568 25799 220 160720 78848 98970 90323 14914 8647 4543935 203279 3283108 6664 188790 5697272 5023460 83268 131881 828540 591963 32137 231163 943945 955007 X 4753327 4068453 4753327 4068453 5697272 5023460 39867 -724741 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 98970 90323 8647 8647 SHORT-TERM INVEST-GR ADM 349727 C TOT INTL BOND LX ADMIRAL 367722 C TOT INTL STOCK IX ADMIRAL 808382 C TOTAL BOND MKT INDEX ADM 441614 C TOTAL STOCK MKT IDX INST 1315663 C 3283108 LEASE LIABILITY 231163 231163 X 1152112 -724741 -724741 1876853 7877 7877 1884730 1836986 0 1836986 7877 7877 1844863 PART X, LINE 2: THE ACADEMY IS EXEMPT FROM THE PAYMENT OF INCOME TAXES ON ITS EXEMPT ACTIVITIES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. MANAGEMENT HAS CONCLUDED THAT THE ACADEMY AND THE FOUNDATION HAVE MAINTAINED THEIR EXEMPT STATUS AND THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022. 1 TRAVEL GRANT 1 225 HONORARIUM 17 16565 STIPEND 1 104 PART I, LINE 2: AAOA REQUIRES PROGRESS REPORTS ANNUALLY ON ANY RESEARCH IT FUNDS. AT THE COMPLETION OF THE RESEARCH PROJECT, INVESTIGATORS ARE REQUIRED TO PRESENT THEIR FINDINGS AND SUBMIT A PAPER FOR PUBLICATION. X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 271336 33917 0 0 0 0 24400 3050 18293 2287 314029 39254 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S VOTING MEMBERS INCLUDE FELLOW AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND AUDIT COMMITTEE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S REVIEW OF TAX FORMS IS EXTENSIVE FOR THE FORM 990. A TAX PROFESSIONAL (A CPA) FROM THE OUTSOURCED ACCOUNTING SERVICES CONSULTANTS PREPARES A DRAFT OF THE FORM. ANY CHANGES OR CONCERNS ARE BROUGHT TO THE ATTENTION OF MANAGEMENT AND NECESSARY MODIFICATIONS ARE MADE PRIOR TO SUBMISSION. THE FINAL 990 IS CIRCULATED ELECTRONICALLY TO THE ELECTED LEADERSHIP PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOTH IN WRITING AND VERBALLY AT ANY BOARD OF DIRECTORS MEETINGS, ALL CONFLICTS OF INTEREST MUST BE DISCLOSED AND NOTED IF AN ISSUE ARISES. WHEREIN THERE IS PERCEIVED CONFLICT, THAT DIRECTOR REFRAINS FROM VOTING ON THE MATTER AT HAND. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR/CEO IS ESTABLISHED VIA WRITTEN CONTRACT WHICH IS SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVALABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS REMAINED UNCHANGED FROM PRIOR YEARS. AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY FOUNDATION INC 11130 SUNRISE VALLEY DRIVE SUITE 10 RESTON VA 20191 222480270 RESEARCH GRANT MAKING VA 501(C)(3) LINE 12A, I AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY 1 ARS-AAOA JOURNAL VENTURE LLC 11130 SUNRISE VALLEY DRIVE 100 RESTON VA 20191 452980010 JOURNAL PUBLISHING DE AAOA EXCLUDED 58966 0 2827 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0