AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC (EIN 43-0691437)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-02
- IRS object ID
- 202211229349301041
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-02T14:50:44-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 INTERNATIONAL DRIVE SUITE 1400 | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 430691437 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN UROLOGICAL ASSOCIATION | BusinessNameLine1Txt |
| Business Name Line2 | EDUCATION AND RESEARCH INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 4106893700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE BOULEVARD | AddressLine1Txt |
| City | LINTHICUM HEIGHTS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA HARTFORD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4106893700 | PhoneNum |
| Signature | 2022-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | HARTFORD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA FLANNERY CPA | PreparerPersonNm |
| PTIN | P00928918 | PTIN |
| Phone | 4102469300 | PhoneNum |
| Preparation | 2022-04-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL SHEPPARD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE BOULEVARD | AddressLine1Txt |
| City | LINTHICUM HEIGHTS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,350,149 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AUANET.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1902 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE STANDARDS OF UROLOGICAL EDUCATION, RESEARCH, AND THE PUBLICATION OF SCIENTIFIC LITERATURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 189 | TotalEmployeeCnt |
| Total Volunteers | 342 | TotalVolunteersCnt |
| Total Gross UBI | $692,481 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $503,442 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,591,219 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,259,617 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,039,911 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,127,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,786,312 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,509,757 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,738,031 | PYOtherRevenueAmt |
| CY Other Revenue | $2,005,357 | CYOtherRevenueAmt |
| PY Total Revenue | $34,155,473 | PYTotalRevenueAmt |
| CY Total Revenue | $41,902,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $335,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,643,104 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,887,020 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,500,830 | PYOtherExpensesAmt |
| CY Other Expenses | $9,003,707 | CYOtherExpensesAmt |
| PY Total Expenses | $23,478,934 | PYTotalExpensesAmt |
| CY Total Expenses | $22,909,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,676,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $18,993,008 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $202,557,985 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,484,220 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,167,216 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,495,898 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $174,390,769 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $198,988,322 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO IMPROVE PRACTICE AND PATIENT CARE BY PROVIDING AFFORDABLE QUALITY UROLOGICAL EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,266,080 | ExpenseAmt |
| Revenue | $2,801,920 | RevenueAmt |
| Desc | THE SCIENCE AND QUALITY (S&Q) DIVISION PROVIDES STRATEGIC OVERSIGHT TO THE AUA S&Q COUNCIL AS THEY SHAPE AND EXECUTE ON THE BROAD SCIENCE, QUALITY AND DATA AGENDA OF THE AUA, WHICH INCLUDES THE CREATION, DISSEMINATION AND IMPLEMENTATION OF CLINICAL GUIDELINES AND LITERATURE UPDATES; MAINTENANCE OF THE AUA QUALITY (AQUA) REGISTRY; DEVELOPMENT AND IMPLEMENTATION OF PHYSICIAN PERFORMANCE MEASURES; ADVANCEMENT OF PATIENT SAFETY INITIATIVES; MONITORING OF FEDERAL, STATE, AND LOCAL QUALITY HEALTHCARE PROGRAMS; AND THE FORMATION AND EXECUTION OF DATA PROJECTS. FROM 2021, THERE ARE FIVE ONGOING CLINICAL GUIDELINES PROJECTS, SIX AMENDMENTS, TWO UPDATED LITERATURE REVIEWS AND TWO TOPIC ASSESSMENTS. THE AUA RELEASED ITS EIGHTH CENSUS REPORT ON U.S UROLOGISTS, ITS THIRD CENSUS REPORT ON RESIDENTS AND FELLOWS AND ITS SECOND REPORT ON ADVANCED PRACTICE PROVIDERS; AND THE AQUA REGISTRY WAS APPROVED BY CMS AS A QUALIFIED CLINICAL DATA REGISTRY FOR THE 2021 MIPS REPORTING YEAR. A MEASUREMENT FRAMEWORK TO GUIDE MEASURE DEVELOPMENT EFFORTS WAS FINALIZED AND UROLOGY-SPECIFIC QUALITY MEASURES IN THE AQUA REGISTRY WERE EVALUATED. A MEASURE TESTING PLAN WAS ALSO DEVELOPED TO COMPLY WITH CMS REQUIREMENTS. A REVISION TO THE AUA DOCUMENT TAXONOMY WAS DEVELOPED AND FINALIZED IN AN EFFORT TO SIMPLIFY AND STANDARDIZED THE AUA WRITTEN DOCUMENTS AND THEIR ASSOCIATED PROCESSES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,883,862 | ExpenseAmt |
| Grant | $18,500 | GrantAmt |
| Revenue | $1,214,511 | RevenueAmt |
| Desc | THE OFFICE OF EDUCATION PROVIDES ESSENTIAL EDUCATIONAL OPPORTUNITIES TO UROLOGISTS AND UROLOGY PRACTICES. FORMATS INCLUDE LIVE COURSES, ENDURING MATERIALS (SUCH AS THE SELF-ASSESSMENT STUDY PROGRAM AND UPDATE SERIES), AND ONLINE EDUCATION SUPPORTED WITHIN THE AUA UNIVERSITY INCLUDING WEBCASTS, PODCASTS, VIDEOS, AND APPS. THE AUA UNIVERSITY OFFERS PHYSICIANS AND THEIR TEAM YEAR-ROUND ACCESS TO A GROWING REPOSITORY OF VALUABLE EDUCATIONAL OPPORTUNITIES. DURING 2021, A NEW AUA UNIVERSITY EDUCATIONAL APP WAS LAUNCHED TO PROVIDE PHYSICIANS WITH GREATER ACCESS TO AUA'S CLINICAL CONTENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,892,128 | ExpenseAmt |
| Revenue | $4,708,595 | RevenueAmt |
| Desc | ANNUALLY, THE AUA HOLDS A CONFERENCE FOCUSING ON CUTTING-EDGE SCIENCE AND GROUNDBREAKING RESEARCH RELATED TO UROLOGIC MEDICINE. ATTRACTING MORE THAN 16,000 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. IN 2021, IN LIGHT OF THE EMERGENCE OF TRAVEL RESTRICTIONS DUE TO THE COVID-19 DELTA VARIANT, THE AUA ADAPTED THE CONFERENCE FOR THE VIRTUAL AUDIENCE AND EXPANDED THE REACH OF THE EDUCATIONAL CONTENT THROUGH STREAMED PLENARY PRESENTATIONS WITH AUDIENCE INTERACTION, INDUSTRY CLINICAL UPDATES SHOWCASING ADVANCEMENTS AND INNOVATIONS IN LABORATORY EQUIPMENT, PHARMACEUTICAL PRODUCTS, AND DIAGNOSTIC TOOLS, AN INSTRUCTIONAL COURSE WEBINAR SERIES, AND VIRTUAL ABSTRACT PRESENTATIONS. THE VIRTUAL CONFERENCE HAD OVER 6,000 UNIQUE VIEWERS WHO VIEWED OVER 122,000 SESSIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,706,364 | ExpenseAmt |
| Revenue | $5,709,997 | RevenueAmt |
| Desc | JOURNAL OF UROLOGY, MEDICAL ORGAN LIASONS, AND OFFICE OF RESEARCH. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,706,364 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,709,997 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $13,748,434 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 250 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 189 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA B HARTFORD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4106893700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 CORPORATE BOULEVARD | AddressLine1Txt |
| City | LINTHICUM HEIGHTS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21090 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN H LYNCH MD | ||||||||||
| IMMEDIATE PAST PRES. (THRU 9/2021) | 7.00 | 3.00 | Yes (X) | Yes (X) | $21,126 | $7,422 | $0 | |||
| SCOTT K SWANSON MD | ||||||||||
| IMMEDIATE PAST PRES. | 7.00 | 3.00 | Yes (X) | Yes (X) | $62,913 | $22,105 | $0 | |||
| EDWARD M MESSING MD | ||||||||||
| PRESIDENT ELECT | 7.00 | 3.00 | Yes (X) | Yes (X) | $12,179 | $4,279 | $0 | |||
| RAJU THOMAS MD | ||||||||||
| PRESIDENT | 7.00 | 3.00 | Yes (X) | Yes (X) | $52,920 | $18,594 | $0 | |||
| JOHN D DENSTEDT MD | ||||||||||
| SECRETARY | 7.00 | 3.00 | Yes (X) | Yes (X) | $81,401 | $28,601 | $0 | |||
| DAVID F GREEN MD | ||||||||||
| TREASURER (THRU 9/2021) | 7.00 | 5.00 | Yes (X) | Yes (X) | $57,050 | $20,045 | $0 | |||
| THOMAS F STRINGER MD | ||||||||||
| TREASURER | 7.00 | 5.00 | Yes (X) | Yes (X) | $24,362 | $8,560 | $0 | |||
| KURT A MCCAMMON MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| REZA GHAVAMIAN MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR E TARANTINO MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| E ANN GORMLEY MD | ||||||||||
| DIRECTOR (THRU 9/2021) | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| HASSAN RAZVI MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C ULCHAKER MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY A KOGAN MD | ||||||||||
| DIRECTOR (THRU 9/2021) | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARTIN K DINEEN MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANTHONY Y SMITH MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC J ZEIDMAN MD | ||||||||||
| DIRECTOR | 7.00 | 3.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL T SHEPPARD | ||||||||||
| CEO | 25.00 | 15.00 | Yes (X) | $556,411 | $326,782 | $94,776 | ||||
| BARBARA B HARTFORD | ||||||||||
| VP FINANCE, CFO | 30.00 | 10.00 | Yes (X) | $215,972 | $75,882 | $55,187 | ||||
| JANET V SKOREPA | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $387,345 | $0 | $73,576 | Yes (X) | |||||
| DIANE BIERI | ||||||||||
| VP & GENERAL COUNSEL | 25.00 | 15.00 | $194,616 | $114,297 | $70,363 | Yes (X) | ||||
| PATRICIA BANKS | ||||||||||
| EXECUTIVE VICE PRESIDENT | 24.00 | 16.00 | $220,021 | $146,680 | $60,297 | Yes (X) | ||||
| MARYBETH FARQUHAR | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $293,830 | $0 | $48,943 | Yes (X) | |||||
| SHARON STOVER | ||||||||||
| VICE PRESIDENT | 40.00 | $212,076 | $0 | $52,449 | Yes (X) | |||||
| SUSAN A KERNS | ||||||||||
| SR MGR INFO SYSTEMS (THRU 11/10/21) | 40.00 | $211,812 | $0 | -$12,569 | Yes (X) | |||||
| RICHARD C SIGLER | ||||||||||
| DIR OF PROJECTS & IT GOVERNANCE | 40.00 | $178,638 | $0 | $48,417 | Yes (X) | |||||
| CAROLYN BEST | ||||||||||
| DIR OF RESEARCH (THRU 11/30/21) | 40.00 | $215,627 | $0 | $37,127 | Yes (X) | |||||
| RAYMOND FANG | ||||||||||
| DIR OF DATA MGMT & STAT ANALYSIS | 40.00 | $212,002 | $0 | $60,129 | Yes (X) | |||||
| SHELBY ENGLERT | ||||||||||
| DIR OF EDUCATION | 40.00 | $208,415 | $0 | $64,426 | Yes (X) | |||||
| WILLIAM A GLOVER | ||||||||||
| FORMER KE-EXEC VP (THRU 4/26/21) | 28.00 | 12.00 | $84,221 | $36,095 | $13,878 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,502,937 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $809,342 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $666,999 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 46 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIGMD INC | |||||
| 6952 ROTE RD SUITE 400 | ROCKFORD | IL | 61107 | AQUA REGISTRY HOSTING/PROVIDER REVENUE | $1,255,451 |
| WOLTERS KLUWER HEALTH INC | |||||
| 16705 COLLECTION CENTER DR | CHICAGO | IL | 60693 | JU/UP MEMBER SUBSCRIPTIONS/BILLING | $411,038 |
| GLOBAL EXPERIENCE SPECIALISTS INC | |||||
| PO BOX 96174 | CHICAGO | IL | 60693 | AUA2021 VIRTUAL MEETING SERVICES/IN-PERS | $377,292 |
| PERSONIFY INC | |||||
| PO BOX 735327 | DALLAS | TX | 75373 | PERSONIFY LICENSES, MAINTENANCE AND SUPP | $306,870 |
| AMERICAN BOARD OF UROLOGY | |||||
| 600 PETER JEFFERSON PKWY SUITE 150 | CHARLOTTESVILLE | VA | 22911 | SASP/OKAT/ISE EXAM COMMITTEES AND CREDEN | $262,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $170,000 | RelatedOrganizationsAmt |
| Government Grants | $6,740,882 | GovernmentGrantsAmt |
| All Other Contributions | $5,348,735 | AllOtherContributionsAmt |
| Total Contributions | $12,259,617 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATIONS | 541900 | $5,841,661 | $5,841,661 | |
| ANNUAL MEETING | 541900 | $4,708,595 | $4,306,315 | $402,280 |
| SCIENCE AND QUALITY | 541900 | $2,801,920 | $2,801,920 | |
| EDUCATION | 541900 | $1,214,511 | $1,214,511 | |
| ADVERTISING | 541900 | $290,201 | $290,201 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $270,616 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $270,616 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,127,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,939,049 | TotalRevenueColumnAmt |
| Exclusion | $6,939,049 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,686 | TotalRevenueColumnAmt |
| Exclusion | $41,686 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,018,622 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,447,914 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,570,708 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,570,708 | TotalRevenueColumnAmt |
| Exclusion | $5,570,708 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $1,787,375 | $1,787,375 |
| REBATES | 900099 | $176,296 | $176,296 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,963,671 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,902,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,435,023 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $692,481 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,515,114 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,500 | TotalAmt |
| Program Services | $5,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,000 | TotalAmt |
| Program Services | $13,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,842,181 | TotalAmt |
| Program Services | $1,530,268 | ProgramServicesAmt |
| Management And General | $1,311,913 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,636,002 | TotalAmt |
| Program Services | $4,111,324 | ProgramServicesAmt |
| Management And General | $3,524,678 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,053,435 | TotalAmt |
| Program Services | $567,183 | ProgramServicesAmt |
| Management And General | $486,252 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482,524 | TotalAmt |
| Program Services | $798,211 | ProgramServicesAmt |
| Management And General | $684,313 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,878 | TotalAmt |
| Program Services | $469,969 | ProgramServicesAmt |
| Management And General | $402,909 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,505 | TotalAmt |
| Program Services | $38,473 | ProgramServicesAmt |
| Management And General | $6,032 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,039 | TotalAmt |
| Program Services | $160,824 | ProgramServicesAmt |
| Management And General | $25,215 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,387 | TotalAmt |
| Management And General | $63,387 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,741,479 | TotalAmt |
| Program Services | $4,986,923 | ProgramServicesAmt |
| Management And General | $754,556 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418,901 | TotalAmt |
| Program Services | $254,971 | ProgramServicesAmt |
| Management And General | $163,930 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,647 | TotalAmt |
| Program Services | $6,090 | ProgramServicesAmt |
| Management And General | $127,557 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,661 | TotalAmt |
| Program Services | $520,362 | ProgramServicesAmt |
| Management And General | $22,299 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,083 | TotalAmt |
| Program Services | $104,083 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,231,355 | TotalAmt |
| Program Services | $56,114 | ProgramServicesAmt |
| Management And General | $1,175,241 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,341 | TotalAmt |
| Program Services | $123,672 | ProgramServicesAmt |
| Management And General | $94,669 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| HISTORY FUND | $211,954 | $211,954 | |
| INCOME TAXES | $101,544 | $100,077 | $1,467 |
| BUILDING ACTIVITIES | $5,811 | $5,811 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,909,227 | TotalAmt |
| Program Services | $13,748,434 | ProgramServicesAmt |
| Management And General | $9,160,793 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,177,636 | BOYAmt |
| EOY | $29,131,198 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,910,352 | BOYAmt |
| EOY | $3,543,945 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,386,220 | BOYAmt |
| EOY | $2,595,332 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,758,626 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,756,325 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,070,724 | BOYAmt |
| EOY | $16,002,301 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,286,135 | BOYAmt |
| EOY | $85,432,951 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,724,918 | BOYAmt |
| EOY | $80,292,571 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $483,922 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,557,985 | BOYAmt |
| EOY | $217,484,220 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,572,072 | BOYAmt |
| EOY | $6,361,857 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,836,178 | BOYAmt |
| EOY | $8,061,900 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,165,000 | BOYAmt |
| EOY | $3,605,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $926,247 | BOYAmt |
| EOY | $467,141 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,667,719 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,167,216 | BOYAmt |
| EOY | $18,495,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,982,263 | BOYAmt |
| EOY | $198,561,654 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,506 | BOYAmt |
| EOY | $426,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,390,769 | BOYAmt |
| EOY | $198,988,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,557,985 | BOYAmt |
| EOY | $217,484,220 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $18,993,008 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,604,545 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,469,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,561,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,116,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,591,219 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,259,617 | CurrentTaxYearAmt |
| Total | $36,997,493 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,816,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,622,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,943,423 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,722,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,435,023 | CurrentTaxYearAmt |
| Total | $79,540,303 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,285,723 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,183,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,060,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,313,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,694,640 | CurrentTaxYearAmt |
| Total | $116,537,796 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $116,537,796 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,632,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,191,597 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,422,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,036,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,980,735 | CurrentTaxYearAmt |
| Total | $27,263,687 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $206,144 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $350,532 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,961 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $91,783 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $397,719 | CurrentTaxYearAmt |
| Total | $1,330,139 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,838,815 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,542,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,706,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,128,128 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,378,454 | CurrentTaxYearAmt |
| Total | $28,593,826 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $105,464 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,134 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,704,264 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,963,671 | CurrentTaxYearAmt |
| Total | $8,127,563 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,388,568 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,831,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,856,458 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,145,908 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,036,765 | CurrentTaxYearAmt |
| Total | $153,259,185 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.76040 | PublicSupportCY509Pct |
| Public Support PY509 | 0.78530 | PublicSupportPY509Pct |
| Investment Income CY | 0.18660 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $408,506 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,162 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000 | OtherExpendituresAmt |
| End Year Balance | $426,668 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,756 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $21,780 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $30 | OtherExpendituresAmt |
| End Year Balance | $408,506 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $362,903 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $27,538 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,685 | OtherExpendituresAmt |
| End Year Balance | $386,756 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $374,358 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,430 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,025 | OtherExpendituresAmt |
| End Year Balance | $362,903 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $354,237 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $25,318 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,197 | OtherExpendituresAmt |
| End Year Balance | $374,358 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.41100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.58900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,975,858 | OtherCostOrOtherBasisAmt |
| Book Value | $2,975,858 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,580,736 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,534,218 | DepreciationAmt |
| Book Value | $12,046,518 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,202,032 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,222,107 | DepreciationAmt |
| Book Value | $979,925 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,002,301 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON STOCK | $486,255 | F |
| VANGUARD DEVELOPED MARKETS INDEX FUND INST | $30,987,557 | F |
| VANGUARD TOTAL BOND MARKET INDEX FUND INST | $17,949,087 | F |
| VANGUARD TOTAL STOCK MARKET INDEX FUND INST | $30,869,672 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $80,292,571 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,005,748 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,604,545 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $15,354,152 | OtherRevenueAmt |
| Revenue Not Reported | $20,958,697 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,047,051 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $63,387 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $24,791,797 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $24,855,184 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $41,902,235 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $34,236,221 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $11,494,464 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $11,494,464 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,741,757 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $63,387 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $104,083 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $167,470 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,909,227 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE ORGANIZATIONS' COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE ORGANIZATIONS HAVE NOT CAPITALIZED OBJECTS DONATED TO THE HISTORY OF UROLOGY MUSEUM AND, AS A RESULT, DOES NOT LIST ANY VALUE FOR THOSE OBJECTS ON THE COMBINED STATEMENTS OF FINANCIAL POSITION. |
| PART III, LINE 4: | SEE DESCRIPTION IN PART III, LINE 1A. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE USED TO SUPPORT AWARDS FOR THE ADVANCEMENT OF UROLOGIC MEDICINE. |
| PART X, LINE 2: | MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS 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: | FINANCIAL STATEMENTS ARE CONSOLIDATED: AMERICAN UROLOGICAL ASSOCIATION, INC. 8,448,831. INCOME ELIMINATED ON THE CONSOLIDATED STATEMENTS -170,000. FINANCIAL STATEMENTS ARE CONSOLIDATED: UROLOGY CARE FOUNDATION, INC. 7,045,631. FINANCIAL STATEMENTS ARE CONSOLIDATED: AUAPAC 29,690. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT INCOME 18,050,915. EMPLOYEE RETENTION TAX CREDIT 3,245,782. FORGIVENESS OF PAYCHECK PROTECTION PROGRAM PROMISSORY NOTE 3,495,100. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL STATEMENTS ARE CONSOLIDATED: AMERICAN UROLOGICAL ASSOCIATION, INC. 8,704,560. EXPENSES ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -170,000. FINANCIAL STATEMENTS ARE CONSOLIDATED: UROLOGY CARE FOUNDATION, INC. 2,936,404. FINANCIAL STATEMENTS ARE CONSOLIDATED: AUAPAC 23,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INTEREST EXPENSE REPORTED SEPERATELY ON FINANCIAL STATEMENTS 104,083. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION & RESEARCH | $948 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | PROGRAM SERVICES | EDUCATION & RESEARCH | $536 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION & RESEARCH | $14,531 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $16,015 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $16,015 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| GOLD CYSTOSCOPE AWARD | 1 | $2,000 |
| LIFETIME ACHIEVEMENT AWARD | 1 | $2,000 |
| RAMON GUITERAS AWARD | 1 | $3,000 |
| ROBERT FLANIGAN AWARD | 1 | $2,000 |
| HUGH HAMPTON YOUNG AWARD | 1 | $2,000 |
| OUTSTANDING GRADUATE SCHOLAR AWARD | 2 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE USE OF GRANT FUNDS ARE MONITORED THROUGH AUAER'S REPRESENTATION AT SUB-SPECIALTY SOCIETY MEETINGS, REVIEW OF REPORTS, AND LIAISON RELATIONSHIPS WITH GRANT RECIPIENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL T SHEPPARD | ||||||||||||||
| CEO | $367,982 | $216,117 | $65,475 | $38,454 | $122,954 | $72,211 | $40,084 | $23,541 | $19,625 | $11,526 | $616,120 | $361,849 | $48,125 | $26,875 |
| JANET V SKOREPA | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $328,115 | $0 | $57,844 | $0 | $1,386 | $0 | $39,853 | $0 | $33,723 | $0 | $460,921 | $0 | $0 | $0 |
| PATRICIA BANKS | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $186,169 | $124,112 | $33,075 | $22,050 | $777 | $518 | $22,969 | $15,313 | $13,209 | $8,806 | $256,199 | $170,799 | $0 | $0 |
| DIANE BIERI | ||||||||||||||
| VP & GENERAL COUNSEL | $168,149 | $98,754 | $26,098 | $15,327 | $369 | $216 | $24,255 | $14,245 | $20,074 | $11,789 | $238,945 | $140,331 | $0 | $0 |
| BARBARA B HARTFORD | ||||||||||||||
| VP FINANCE, CFO | $187,009 | $65,706 | $28,258 | $9,928 | $705 | $248 | $28,413 | $9,983 | $12,425 | $4,366 | $256,810 | $90,231 | $0 | $0 |
| MARYBETH FARQUHAR | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $253,152 | $0 | $39,015 | $0 | $1,663 | $0 | $21,301 | $0 | $27,642 | $0 | $342,773 | $0 | $0 | $0 |
| SHELBY ENGLERT | ||||||||||||||
| DIR OF EDUCATION | $182,997 | $0 | $25,032 | $0 | $386 | $0 | $29,121 | $0 | $35,305 | $0 | $272,841 | $0 | $0 | $0 |
| RAYMOND FANG | ||||||||||||||
| DIR OF DATA MGMT & STAT ANALYSIS | $191,898 | $0 | $18,995 | $0 | $1,109 | $0 | $30,063 | $0 | $30,066 | $0 | $272,131 | $0 | $0 | $0 |
| SHARON STOVER | ||||||||||||||
| VICE PRESIDENT | $179,353 | $0 | $32,032 | $0 | $691 | $0 | $28,859 | $0 | $23,590 | $0 | $264,525 | $0 | $0 | $0 |
| CAROLYN BEST | ||||||||||||||
| DIR OF RESEARCH (THRU 11/30/21) | $197,197 | $0 | $18,058 | $0 | $372 | $0 | $5,418 | $0 | $31,709 | $0 | $252,754 | $0 | $0 | $0 |
| RICHARD C SIGLER | ||||||||||||||
| DIR OF PROJECTS & IT GOVERNANCE | $161,629 | $0 | $16,797 | $0 | $212 | $0 | $13,681 | $0 | $34,736 | $0 | $227,055 | $0 | $0 | $0 |
| SUSAN A KERNS | ||||||||||||||
| SR MGR INFO SYSTEMS (THRU 11/10/21) | $169,228 | $0 | $0 | $0 | $42,584 | $0 | -$42,181 | $0 | $29,612 | $0 | $199,243 | $0 | $0 | $0 |
| WILLIAM A GLOVER | ||||||||||||||
| FORMER KE-EXEC VP (THRU 4/26/21) | $71,981 | $30,849 | $0 | $0 | $12,240 | $5,246 | $1,653 | $708 | $8,062 | $3,455 | $93,936 | $40,258 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. DURING 2021 NONE OF THESE BENEFITS WERE UTILIZED. |
| PART I, LINES 4A-B | WILLIAM GLOVER AND SUSAN KERNS RECEIVED SEVERANCE PAYMENTS DURING THE CALENDAR YEAR. THE PAYMENTS ARE INCLUDED IN PART VII, COLUMN D AND SCHEDULE J, PART II, COLUMN BIII. THE TERMS AND CONDITIONS OF THE CONFIDENTIAL SEVERANCE AGREEMENTS ARE AVAILABLE TO THE INTERNAL REVENUE SERVICE UPON REQUEST. THE ORGANIZATION HAS A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. THE PLAN IS INTENDED TO BE UNFUNDED AND MAINTAINED PRIMARILY FOR THE PURPOSES OF PROVIDING DEFERRED COMPENSATION BENEFITS TO A SELECT GROUP OF MANAGEMENT OR HIGHLY COMPENSATED EMPLOYEES. A DESIGNATED COMMITTEE OF THE BOARD IN ITS DISCRETION NAMES THOSE WHO WILL PARTICIPATE IN THE PLAN. CREDITS TO THE DEFERRED COMPENSATION ACCOUNT OF EACH PARTICIPANT ARE DETERMINED EACH PLAN YEAR BY THE EMPLOYER. THE CEO PARTIALLY VESTED IN HIS 457(F) PLAN DURING THE YEAR AND $190,194 WAS INCLUDED IN HIS REPORTABLE COMPENSATION. |
| PART I, LINE 7 | THE ORGANIZATION HAS AN ANNUAL DISCRETIONARY BONUS PLAN FOR SENIOR MANAGEMENT BASED ON PERFORMANCE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARYLAND ECONOMIC DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 521376562 | BondIssuerEIN |
| Bond Issued | 2012-09-05 | BondIssuedDt |
| Issue Price | $8,275,000 | IssuePriceAmt |
| Purpose | TO REFUND ISSUERS REVENUE BONDS SERIES 2002 | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $4,670,000 | RetiredAmt |
| Total Proceeds | $8,275,000 | TotalProceedsAmt |
| Working Capital Expenditures | $8,275,000 | WorkingCapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 1C | FormAndLineReferenceDesc |
| Explanation | 06/05/2007 AND 09/05/2012 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | THE NUMBER OF VOLUNTEERS IS ESTIMATED BY CALCULATING THE NUMBER OF VOLUNTEERS BASED ON THE PARTICIPATION 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 CHAIRMEN 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 15A | THE CEO'S SALARY IS DETERMINED EACH YEAR BY THE 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 2018, 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. 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 ALL 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: PROGRAM SERVICE EXPENSES 4,647,134. MANAGEMENT AND GENERAL EXPENSES 747,801. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,394,935. STIPENDS: PROGRAM SERVICE EXPENSES 339,789. MANAGEMENT AND GENERAL EXPENSES 6,755. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 346,544. |
| FORM 990, FUNCTIONAL EXPENSES | EMPLOYEES OF AUAER ALSO PROVIDE SERVICES TO AMERICAN UROLOGICAL ASSOCIATION, INC. (AUA), A RELATED ORGANIZATION, AND TO UROLOGY CARE FOUNDATION (UCF), A RELATED ORGANIZATION. AUA AND UCF REIMBURSE AUAER FOR THOSE SERVICES. AUA ALSO REIMBURSES AUAER FOR ITS PROPORTIONATE USE OF BUILDING OR OTHER ASSETS OWNED BY AUAER THROUGH A COST-SHARING AGREEMENT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UROLOGICAL ASSOCIATION INC | |||||||||||
| 1000 CORPORATE BOULEVARD | LINTHICUM HEIGHTS | MD | 21090 | 522205122 | MEMBERSHIP ORGANIZATION | MD | 501(C)(6) | N/A | 0 | ||
| UROLOGY CARE FOUNDATION INC | |||||||||||
| 1000 CORPORATE BOULEVARD | LINTHICUM HEIGHTS | MD | 21090 | 203210212 | GRANTMAKING | MD | 501(C)(3) | Yes (1) | LINE 7 | AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC | |
| AMERICAN UROLOGICAL ASSOCIATION INC POLITICAL ACTION COMMITTEE | |||||||||||
| 1000 CORPORATE BOULEVARD | LINTHICUM HEIGHTS | MD | 21090 | 832403252 | POLITICAL ACTIVITY | MD | 527 | 0 | AMERICAN UROLOGICAL ASSOCIATION INC | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN UROLOGICAL ASSOCIATION INC | ||
| O | $3,085,069 | MARKET VALUE OF SERVICES |
| AMERICAN UROLOGICAL ASSOCIATION INC | ||
| Q | $5,750,000 | CASH |
| UROLOGY CARE FOUNDATION INC | ||
| O | $881,418 | MARKET VALUE OF SERVICES |
| UROLOGY CARE FOUNDATION INC | ||
| Q | $1,575,000 | CASH |
| UROLOGY CARE FOUNDATION INC | ||
| C | $170,000 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT INCLUDED ON LINE 3, TRANSACTION TYPE Q, ALSO INCLUDES AMOUNTS RELATED TO N AND O. THE AMOUNT REPRESENTS THE SUPPORT DEPARTMENT ALLOCATION AND GENERAL, ADMINISTRATIVE, AND GOVERNANCE EXPENSES THAT ARE REIMBURSED BY AND ALLOCATED TO THE AUA. | ExplanationTxt |