2022-10-25T12:44:12-05:00 2021-12-31 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2021-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY AMER 2029555010 11130 SUNRISE VALLEY DR 100 RESTON VA 201914398 JAMI LUCAS CEO 2029555010 2022-10-20 1 JAMI LUCAS XXX-XX-XXXX FREDERICK LONGWOOD P00439715 7033366400 2022-10-20 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JAMI LUCAS 11130 SUNRISE VALLEY DR 100 RESTON VA 201914398 1896845 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. 20 20 6 44 4196 0 10000 123805 1259688 1516006 280084 160103 62611 96931 1612383 1896845 0 9000 0 0 736221 687919 0 0 0 901802 743661 1638023 1440580 -25640 456265 4855020 5697272 806384 943945 4048636 4753327 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 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 18 0 1 6 1 1 1 0 0 0 0 0 0 0 X 20 20 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 MICHAEL PLATT MD MSC PRESIDENT 1.00 0.00 X X 0 0 0 AYESHA KHALID MD MBA PRESIDENT ELECT 1.00 0.00 X X 0 0 0 KEVIN WILSON MD SECRETARY 1.00 0.00 X X 0 0 0 DOUGLAS DAWSON MD TREASURER 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 ADRIENNE LAURY MD 2018-21 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 ANDREA LEWIS 2018-21 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 KEITH SALE MD 2019-22 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 2019-2022 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 40.00 0.50 X 283972 3550 42540 283972 3550 42540 1 0 1 0 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING 111783 1 103805 20000 123805 MEMBERSHIP DUES 900099 635011 635011 EDUCATION 900099 453450 453450 CORPORATE DEVELOPMENT 900099 406500 406500 FELLOW EXAM FEES 900099 21045 21045 1516006 90867 90867 96931 4196 92735 69236 0 69236 69236 69236 1896845 1516006 4196 252838 9000 287522 265841 48549 51422 34585 10520 125276 8015 5805 27013 52714 118953 35614 164050 4868 16107 FEES/SUBSCRIPTIONS 138891 BANK AND CREDIT CARD FE 33208 PAYROLL PROCESSING FEE 2562 MISCELLANEOUS 65 1440580 600581 945240 2000 25799 95257 160720 99469 84555 13759 14914 4070959 4543935 72464 6664 4855020 5697272 137751 83268 631102 828540 37531 32137 806384 943945 X 4048636 4753327 4048636 4753327 4855020 5697272 456265 248426 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 99469 84555 14914 14914 DEFERRED RENT 32137 32137 X 2137256 248426 248426 1888830 8015 8015 1896845 1432565 0 1432565 8015 8015 1440580 PART X, LINE 2: 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, 2020. X X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 283972 3550 0 0 0 0 25558 319 19524 244 329054 4113 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. AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY FOUNDATION INC 11130 SUNRISE VALLEY DRIVE SUITE 10 RESTON VA 20191 222480270 RESEARCH GRANT MAKING VA 0 ARS-AAOA JOURNAL VENTURE LLC 11130 SUNRISE VALLEY DRIVE 100 RESTON VA 20191 452980010 JOURNAL PUBLISHING DE AAOA EXCLUDED 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0