2021-11-12T14:11:27-06:00 2020-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2020-01-01 360727175 AMERICAN MEDICAL ASSOCIATION AMER 3124645000 330 N WABASH AVENUE NO 39300 CHICAGO IL 606115885 JAMES L MADARA MD EVP/CEO 3124645000 2021-11-12 1 JAMES MADARA MD XXX-XX-XXXX SHAWNA M JANSONS P01222873 3174648600 2021-10-15 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES L MADARA MD 330 N WABASH AVENUE NO 39300 CHICAGO IL 606115885 984991743 0 X WWW.AMA-ASSN.ORG X 1847 IL SEE SCHEDULE O. 21 21 1213 0 15237148 292258 36960567 37910209 68808769 70788782 29244526 9416221 229555247 267714990 364569109 385830202 6993650 9287661 0 0 186123696 198129802 0 0 0 168117575 130455683 361234921 337873146 3334188 47957056 996622970 1101274617 372405209 369282638 624217761 731991979 X TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. 0 0 SCIENTIFIC PUBLICATIONS - THE AMA PUBLISHED THE JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION, JAMA NETWORK OPEN, AND 10 SPECIALTY JOURNALS. THESE JOURNALS ARE DISTRIBUTED TO MORE THAN 358,660 INDIVIDUAL RECIPIENTS IN PRINT WORLDWIDE, AS WELL AS MORE THAN 2,898 INSTITUTIONS WITH ELECTRONIC ACCESS. THE JOURNALS INCLUDED DEFINITIVE, PEER REVIEWED CLINICAL AND INVESTIGATIVE REPORTS SPANNING MAJOR MEDICAL DISCIPLINES TO SUPPORT INFORMED CLINICAL DECISION-MAKING AND TO ENABLE PHYSICIANS TO REMAIN CURRENT PROFESSIONALLY. THE AMA IS COMMITTED TO SEEKING CHANGE IN THE FEDERAL AND STATE LEGISLATIVE/REGULATORY ENVIRONMENTS TO PROTECT THE NEEDS OF PATIENTS AND ENABLE PHYSICIANS TO PROVIDE OPTIMAL CARE. PREDOMINANT AREAS OF FOCUS ARE RESPONDING TO THE COVID-19 PANDEMIC, REDUCING HEALTH CARE DISPARITIES, PROMOTING MEDICARE PAYMENT REFORM; EXPANDING CARE FOR THE UNINSURED; REMOVING OBSTACLES IN THE HEALTH SECTOR; PUSHING FOR REGULATORY RELIEF; ENDING THE DRUG MISUSE EPIDEMIC; AND PREVENTING GUN VIOLENCE. THE AMA ALSO COMMITS TO HELPING PHYSICIANS OVERCOME SYSTEMIC BARRIERS, PARTICULARLY THOSE THAT INTERFERE WITH THE PATIENT-PHYSICIAN RELATIONSHIP OR IMPEDE THE ECONOMIC VIABILITY OF THE PHYSICIAN PRACTICE. THE HEALTH SOLUTIONS GROUP IS RESPONSIBLE FOR THE DEVELOPMENT AND SALES OF MEDICAL INFORMATION BOOKS AND CONTENT DESIGNED TO MEET THE NEEDS OF MEMBERS, POTENTIAL MEMBERS, CONSUMERS, AND OTHERS. THIS INCLUDES MEDICAL PRACTICE INFORMATION AND ETHICS TEXTS, CURRENT PROCEDURAL TERMINOLOGY AND OTHER MEDICAL CODING TEXTS, AS WELL AS MANY OTHER RELEVANT TOPICS FOR THE MEDICAL PROFESSION. I. IMPROVING HEALTH OUTCOMES, QUALITY OF CARE AND PUBLIC HEALTHII. ACCELERATING CHANGE IN MEDICAL EDUCATION. ADVANCING IMPROVEMENTS IN UNDERGRADUATE MEDICAL EDUCATION AND GRADUATE MEDICAL EDUCATION, HEALTH SYSTEM SCIENCE.III. IMPROVING PROFESSIONAL SATISFACTION AND PRACTICE SUSTAINABILITY FOR PHYSICIANS IN ALL PRACTICE TYPESIV. PROFESSIONALISM AND ETHICSV. UNDERGRADUATE, GRADUATE AND CONTINUING MEDICAL EDUCATION POLICY & RESEARCHVI. SCIENCE, RESEARCH & TECHNOLOGYVII. POLITICAL EDUCATIONVIII. JUDICIAL ADVOCACYIX. INTERNATIONAL MEDICINEX. HEALTH POLICY RESEARCH & DEVELOPMENTXI. MEDICAL PRACTICE BOOKS AND CONTENTXII. AMA'S CENTER FOR HEALTH EQUITY WILL STRENGTHEN, AMPLIFY AND SUSTAIN AMA'S WORK TO ELIMINATE HEALTH INEQUITIES - IMPROVING HEALTH OUTCOMES AND CLOSING DISPARITY GAPSXIII. INTEREST GROUP RESEARCH AND SUPPORT FOR MEDICAL STUDENTS, RESIDENTS AND FELLOWS; YOUNG PHYSICIANS; WOMEN PHYSICIANS; SENIOR PHYSICIANS; INTEGRATED PHYSICIAN PRACTICES; ORGANIZED MEDICAL STAFF; ACADEMIC PHYSICIANS; INTERNATIONAL MEDICAL GRADUATES; MINORITY AFFAIRS; ADVISORY COMMITTEE ON LGBTQ ISSUES 0 1 0 1 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 674 0 1 1213 1 1 1 1 UK 0 0 0 0 1 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DENISE HAGERTY 3124645000 330 N WABASH AVENUE SUITE 39300 CHICAGO IL 606115885 GRAYSON W ARMSTRONG MD RESIDENT TRUSTEE 10.00 0.00 X 66000 0 0 SUSAN R BAILEY MD PRESIDENT-ELECT/PRESIDENT 21.00 0.00 X 292132 0 0 WILLARDA V EDWARDS MD TRUSTEE 10.00 0.00 X 55272 0 18000 LISA BOHMAN EGBERT MD HOD VICE SPEAKER 20.00 0.00 X 71876 0 19500 JESSE M EHRENFELD MD CHAIR/TRUSTEE 19.00 0.00 X 195415 0 0 E SCOTT FERGUSON MD TRUSTEE 12.00 0.00 X 56522 0 19500 SANDRA A FRYHOFER MD TRUSTEE 17.00 0.00 X 99297 0 0 GERALD E HARMON MD TRUSTEE/PRESIDENT-ELECT 13.00 0.00 X 165802 0 19500 PATRICE A HARRIS MD PRESIDENT/PAST PRESIDENT 32.00 0.00 X 297560 0 0 WILLIAM E KOBLER MD TRUSTEE (THRU JUNE 2020) 12.00 0.00 X 37196 0 19500 RUSSELL WH KRIDEL MD CHAIR-ELECT/CHAIR 12.00 0.00 X 236796 0 19500 BARBARA L MCANENY MD PAST PRESIDENT (THRU JUNE 2020) 14.00 0.00 X 34450 0 0 WILLIAM A MCDADE MD TRUSTEE (THRU JUNE 2020) 9.00 0.00 X 125266 0 19500 MARIO E MOTTA MD TRUSTEE 10.00 0.00 X 77972 0 0 S BOBBY MUKKAMALA MD TRUSTEE/CHAIR-ELECT 10.00 0.00 X 121180 0 19500 JACK RESNECK JR MD TRUSTEE 13.00 0.00 X 80000 0 0 BRUCE A SCOTT MD HOD SPEAKER 20.00 0.00 X 73750 0 19500 SARA M SMITH STUDENT TRUSTEE (THRU JUNE 2020) 21.00 0.00 X 51075 0 0 MICHAEL SUK MD TRUSTEE 11.00 0.00 X 55750 0 19000 WILLIE UNDERWOOD III MD TRUSTEE 10.00 0.00 X 69900 0 0 KEVIN W WILLIAMS PUBLIC TRUSTEE (THRU JUNE 2020) 5.00 0.00 X 32875 0 0 DAVID H AIZUSS MD TRUSTEE (BEG. 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IL 60613 362894128 501(C)(3) 7500 GENERAL SUPPORT INDIANA STATE MEDICAL ASSOCIATION 322 CANAL WALK INDIANAPOLIS IN 46202 350411650 501(C)(6) 25000 SCOPE OF PRACTICE GRANT INDIANA UNIVERSITY 980 INDIANA AVENUE INDIANAPOLIS IN 462022915 356001673 STATE OF IN 40000 INNOVATION GRANT AWARD INNOVATION DEVELOPMENT INSTITUTE INC 222 W MERCHANDISE MART PLAZA CHICAGO IL 60654 463253782 501(C)(3) 100000 MATTER CHICAGO PROGRAM JOHNS HOPKINS UNIVERSITY 3910 KESWICK ROAD NO N4327B BALTIMORE MD 21211 520595110 501(C)(3) 385000 REIMAGINING RESIDENCY GRANT KAISER FOUNDATION HOSPITALS 1 KAISER PLZ OAKLAND CA 94612 941105628 501(C)(3) 30000 INNOVATION GRANT AWARD KAISER FOUNDATION HOSPITALS 1 KAISER PLZ OAKLAND CA 94612 941105628 501(C)(3) 100000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT LOUISIANA STATE MEDICAL SOCIETY 6767 PERKINS RD BATON ROUGE LA 708084257 720386637 501(C)(6) 35000 SCOPE OF PRACTICE GRANT LOYOLA UNIVERSITY 820 NORTH MICHIGAN AVE CHICAGO IL 60611 361408475 501(C)(3) 20000 AMERICAN MEDICAL ASSOCIATION FELLOWSHIP FUND M D ANDERSON SERVICES CORPORATION 7007 BERTNER AVE STE 10 HOUSTON TX 77030 760300816 501(C)(3) 99932 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT MAINEHEALTH 110 FREE STREET PORTLAND ME 04101 010431680 501(C)(3) 385000 REIMAGINING RESIDENCY GRANT MARCH OF DIMES 2120 WASHINGTON BLVD SUITE 325 ARLINGTON VA 22204 131846366 501(C)(3) 10000 2020 MARCH OF DIMES GOURMET GALA MASSACHUSETTS INSTITUTE OF TECHNOLOGY 77 MASSACHUSETTS AVENUE NE49-3142 CAMBRIDGE MA 021394307 042103594 501(C)(3) 13333 HACKING MEDICINE PROGRAM MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 559034008 416011702 501(C)(3) 15000 ACE CONSORTIUM MEMBERSHIP GRANT MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 559034008 416011702 501(C)(3) 30000 INNOVATION GRANT AWARD MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 2 EAST LANSING MI 48824 386005984 STATE OF MI 15000 ACE CONSORTIUM MEMBERSHIP GRANT MONTEFIORE MEDICAL CENTER 111 EAST 210TH STREET BRONX NY 104672401 131740114 501(C)(3) 385000 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941156365 501(C)(3) 250000 REIMAGINING RESIDENCY GRANT STATE UNIVERSITY OF IOWA FOUNDATION PO BOX 4550 IOWA CITY IA 52244 420796760 501(C)(3) 30000 INNOVATION GRANT AWARD TENNESSEE MEDICAL ASSOCIATION 701 BRADFORD AVE NASHVILLE TN 37204 620382010 501(C)(6) 65000 SCOPE OF PRACTICE GRANT THE MEDICAL FOUNDATION OF NORTH CAROLINA INC 123 W FRANKLIN ST STE 510 CHAPEL HILL NC 27516 566057494 501(C)(3) 91000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT THE NATIONAL LESBIAN AND GAY JOURNALISTS ASSOCIATION 2120 L STREET NW NO 850 WASHINGTON DC 20037 943177380 501(C)(3) 7500 GENERAL SUPPORT THE TRUSTEES OF INDIANA UNIVERSITY 980 INDIANA AVE INDIANAPOLIS IN 45202 356001673 STATE OF IN 15000 ACE CONSORTIUM MEMBERSHIP GRANT THOMAS JEFFERSON UNIVERSITY 125 S 9TH STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 15000 ACE CONSORTIUM MEMBERSHIP GRANT THOMAS JEFFERSON UNIVERSITY 125 S 9TH STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 175000 DIABETES PREVENTION CONCEPT CITY PROGRAM THOMAS JEFFERSON UNIVERSITY 125 S 9TH STREET PHILADELPHIA PA 19107 231352651 501(C)(3) 20000 INNOVATION GRANT AWARD UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE 0954 LA JOLLA CA 920930954 952872494 501(C)(3) 95000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 606375418 362177139 501(C)(3) 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 606375418 362177139 501(C)(3) 20000 INNOVATION GRANT AWARD UNIVERSITY OF CONNECTICUT 263 FARMINGTON AVENUE FARMINGTON CT 06030 521725543 STATE OF CT 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF NEBRASKA MEDICAL CENTER 985045 NEBRASKA MEDICAL CENTER OMAHA NE 38105 470049123 STATE OF NE 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE SUITE 2200 CB 1350 CHAPEL HILL NC 275991350 566001393 501(C)(3) 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DRIVE STOP 8356 GRAND FORKS ND 58202 456002491 STATE OF ND 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DRIVE STOP 8356 GRAND FORKS ND 58202 456002491 STATE OF ND 25000 EHR RESEARCH PROJECTS UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DRIVE STOP 8356 GRAND FORKS ND 58202 456002491 STATE OF ND 385000 REIMAGINING RESIDENCY GRANT UNIVERSITY OF NORTH DAKOTA 264 CENTENNIAL DRIVE STOP 8356 GRAND FORKS ND 58202 456002491 STATE OF ND 20000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT UNIVERSITY OF PITTSBURGH PARK PLAZA 128 NORTH CRAIG STREET PITTSBURGH PA 15260 250965591 STATE OF PA 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF ROCHESTER 518 HYLAN BUILDING ROCHESTER NY 146270140 160743209 501(C)(3) 30000 INNOVATION GRANT AWARD UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 951642394 STATE OF CA 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF SOUTHERN CALIFORNIA 3500 S FIGUEROA STREET SUITE 102 LOS ANGELES CA 900898001 951642394 STATE OF CA 30000 INNOVATION GRANT AWARD UNIVERSITY OF TEXAS - RIO GRANDE VALLEY 1201 WEST UNIVERSITY DRIVE EDINBURG TX 78539 465292740 STATE OF TX 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF TEXAS AT AUSTIN PO BOX 7159 AUSTIN TX 787137159 746000203 STATE OF TX 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF UTAH 201 SOUTH PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 STATE OF UT 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF UTAH 201 SOUTH PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 STATE OF UT 30000 INNOVATION GRANT AWARD UNIVERSITY OF WASHINGTON 1959 NE PACIFIC STREET BOX 356521 SEATTLE WA 981956521 916001537 STATE OF WA 15000 ACE CONSORTIUM MEMBERSHIP GRANT UNIVERSITY OF WISCONSIN FOUNDATION 21 N PARK STREET MADISON WI 537151218 390743975 501(C)(3) 25000 EHR RESEARCH PROJECTS UNIVERSITY OF WISCONSIN FOUNDATION 21 N PARK STREET MADISON WI 537151218 390743975 501(C)(3) 20000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT UNIVERSITY OF WISCONSIN HOSPITALS AND CLINICS AUTHORITY 7974 UW HEALTH COURT MIDDLETON WI 53562 391835630 501(C)(3) 141000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT VANDERBILT UNIVERSITY 1501 NORTH PLANO ROAD RICHARDSON TX 75081 620476822 501(C)(3) 15000 ACE CONSORTIUM MEMBERSHIP GRANT VANDERBILT UNIVERSITY 1501 NORTH PLANO ROAD RICHARDSON TX 75081 620476822 501(C)(3) 38333 GENERAL SUPPORT VANDERBILT UNIVERSITY 1501 NORTH PLANO ROAD RICHARDSON TX 75081 620476822 501(C)(3) 385000 REIMAGINING RESIDENCY GRANT VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN ST RICHMOND VA 232849040 546001758 STATE OF VA 15000 ACE CONSORTIUM MEMBERSHIP GRANT VIRGINIA COMMONWEALTH UNIVERSITY 912 W FRANKLIN ST RICHMOND VA 232849040 546001758 STATE OF VA 30000 INNOVATION GRANT AWARD WAKE FOREST UNIVERSITY HEALTH SCIENCES MEDICAL CENTER BOULEVARD WINSTONSALEM NC 27157 223849199 501(C)(3) 120000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT WAYNE STATE UNIVERSITY 5057 WOODWARD AVE DETROIT MI 48202 383555142 501(C)(3) 30000 INNOVATION GRANT AWARD YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 065081873 060646973 501(C)(3) 30000 INNOVATION GRANT AWARD YALE UNIVERSITY PO BOX 1873 NEW HAVEN CT 065081873 060646973 501(C)(3) 190000 SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT 106 9 PART I, LINE 2: THE AMA PROVIDES GRANTS AND ASSISTANCE TO ORGANIZATIONS THAT ARE RECOGNIZED PUBLIC CHARITIES, RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE MEDICAL FIELD, INSTITUTIONS PROVIDING MEDICAL EDUCATION AND TRAINING, AND GOVERNMENTAL EDUCATIONAL INSTITUTIONS. THE AMA MAINTAINS CONTACT WITH THE GRANTEES THROUGH THE PERFORMANCE OF ITS EXEMPT ACTIVITIES. X X 1 1 X X X 0 1 0 JAMES L MADARA MD EVP & CEO 1183456 0 1292221 0 237067 0 98100 0 91211 0 2902055 0 182308 0 KENNETH J SHARIGIAN CHIEF STRATEGY OFFICER 769335 0 700000 0 28850 0 17100 0 16688 0 1531973 0 0 0 LAURIE A S MCGRAW SVP, HEALTH SOLUTIONS 575236 0 569000 0 5802 0 17100 0 47914 0 1215052 0 0 0 THOMAS J EASLEY SVP, PUBLISHING & MISSION OPERATIONS 625843 0 502000 0 11179 0 17100 0 13031 0 1169153 0 0 0 HOWARD C BAUCHNER MD SVP & EDITOR IN CHIEF, JAMA NETWORK 956038 0 50000 0 21181 0 17100 0 72594 0 1116913 0 0 0 TODD D UNGER SVP & CHIEF EXPERIENCE OFFICER 552990 0 350000 0 9175 0 17100 0 40985 0 970250 0 0 0 BRIAN D VANDENBERG SVP & GENERAL COUNSEL 535856 0 370000 0 10172 0 0 0 34900 0 950928 0 0 0 SUSAN E SKOCHELAK MD GVP & CHIEF ACADEMIC OFFICER 458825 0 298100 0 17016 0 17100 0 48137 0 839178 0 0 0 DENISE M HAGERTY SVP & CHIEF FINANCIAL OFFICER 457636 0 314000 0 13335 0 17100 0 19237 0 821308 0 0 0 RODRIGO A SIERRA SVP & CHIEF COMMUNICATIONS OFFICER 414776 0 228000 0 9157 0 17100 0 28236 0 697269 0 0 0 LESLIE A WEBER SVP & CHIEF INFORMATION OFFICER 388893 0 225000 0 7443 0 17100 0 28350 0 666786 0 0 0 PATRICE A HARRIS MD PRESIDENT/PAST PRESIDENT 287560 0 0 0 10000 0 0 0 0 0 297560 0 0 0 SUSAN R BAILEY MD PRESIDENT-ELECT/PRESIDENT 287560 0 0 0 4572 0 0 0 0 0 292132 0 0 0 RUSSELL WH KRIDEL MD CHAIR-ELECT/CHAIR 224380 0 0 0 12416 0 19500 0 0 0 256296 0 0 0 JESSE M EHRENFELD MD CHAIR/TRUSTEE 192540 0 0 0 2875 0 0 0 0 0 195415 0 0 0 GERALD E HARMON MD TRUSTEE/PRESIDENT-ELECT 158730 0 0 0 7072 0 19500 0 0 0 185302 0 0 0 ANDREW W GURMAN MD FORMER TRUSTEE 0 0 0 0 77083 0 0 0 0 0 77083 0 77083 0 GEORGIA A TUTTLE MD FORMER TRUSTEE 0 0 0 0 38939 0 0 0 0 0 38939 0 38939 0 ARDIS D HOVEN MD FORMER TRUSTEE 0 0 0 0 24563 0 0 0 0 0 24563 0 24563 0 ROBERT M WAH MD FORMER TRUSTEE 0 0 0 0 21841 0 0 0 0 0 21841 0 21841 0 KARTHIK V SARMA FORMER TRUSTEE 0 0 0 0 19832 0 0 0 0 0 19832 0 19832 0 PART I, LINE 1A ALL EXECUTIVES ARE REIMBURSED FOR HEALTH CLUB DUES WHICH ARE REPORTED AS COMPENSATION TO THE INDIVIDUAL, TO THE EXTENT REIMBURSED. IN RARE INSTANCES FOR MEMBERS OF THE BOARD, IT IS RECOGNIZED THAT SHORT NOTICE ASSIGNMENTS MAY REQUIRE FIRST CLASS TRAVEL BECAUSE OF THE LACK OF AVAILABILITY OF COACH SEATING. THIS MUST BE AUTHORIZED WHEN NECESSARY BY THE BOARD CHAIR, PRIOR TO TRAVEL. THE PRESIDENTS (PRESIDENT, IMMEDIATE PAST PRESIDENT AND PRESIDENT ELECT) WILL EACH HAVE ACCESS TO AN INDIVIDUAL $2,500 MAXIMUM ALLOWANCE (PER TERM) TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS. THE CEO MAY UPGRADE TO THE LESSER OF FIRST CLASS OR BUSINESS CLASS TRAVEL FOR FLIGHTS OF THREE (3) HOURS OR MORE. PART I, LINE 4B THE AMA HAS A DEFERRED COMPENSATION PLAN AS DEFINED IN SECTION 457(B) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT OF THE AMA. UNDER THIS PLAN, INDIVIDUALS MAY DEFER UP TO THE ANNUAL AMOUNT PERMITTED BY THE INTERNAL REVENUE CODE. THE AMA MAKES NO CONTRIBUTIONS TO THIS PLAN. CONTRIBUTIONS BY THE PARTICIPANTS ARE INCLUDED IN THE COMPENSATION INFORMATION ABOVE; EMPLOYEE CONTRIBUTIONS ARE INCLUDED IN COLUMN B(I) AND BOARD OF TRUSTEE CONTRIBUTIONS ARE INCLUDED IN COLUMN C. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A DEFERRED COMPENSATION PLAN AFTER LEAVING THE AMA, WHICH ARE INCLUDED IN COLUMN B(III) AND COLUMN F: ANDREW W. GURMAN, M.D. $77,083 GEORGIA A. TUTTLE, M.D. $38,939 ARDIS D. HOVEN, M.D. $24,563 ROBERT M. WAH, M.D. $21,841 KARTHIK V. SARMA $19,832 IN 2011, AMA AND JAMES L. MADARA ENTERED INTO A DEFERRED COMPENSATION AGREEMENT SUBJECT TO SECTION 457(F) OF THE INTERNAL REVENUE CODE, CALLING FOR ANNUAL CONTRIBUTIONS BY THE AMA TO THE DEFERRED ACCOUNT. THE ACCOUNT VESTS OVER TIME AND PAYMENT OF UNDISTRIBUTED AMOUNTS WILL OCCUR ON THE VESTING DATES. THE ANNUAL CONTRIBUTION IS INCLUDED IN COLUMN C ABOVE. IN 2020, $182,308 VESTED AND WAS PAID TO DR. MADARA AND IS INCLUDED IN COLUMN B(III) AND COLUMN F. FORM 990, PART I, LINE 1: TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN MEDICAL ASSOCIATION (AMA) IS COMPOSED OF INDIVIDUAL MEMBERS WHO ARE REPRESENTED IN THE HOUSE OF DELEGATES, A POLICY MAKING BODY, THROUGH STATE ASSOCIATIONS AND OTHER CONSTITUENT ASSOCIATIONS, NATIONAL MEDICAL SPECIALTY SOCIETIES AND OTHER ENTITIES TO WHICH THEY BELONG. MEMBERS MUST POSSESS THE UNITED STATES DEGREE OF DOCTOR OF MEDICINE (MD) OR DOCTOR OF OSTEOPATHIC MEDICINE (DO), OR A RECOGNIZED INTERNATIONAL EQUIVALENT OR BE MEDICAL STUDENTS IN EDUCATIONAL PROGRAMS PROVIDED BY A COLLEGE OF MEDICINE OR OSTEOPATHIC MEDICINE ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION OR THE AMERICAN OSTEOPATHIC ASSOCIATION LEADING TO THE MD OR DO DEGREE. FORM 990, PART VI, SECTION A, LINE 7A ALL TWENTY-ONE MEMBERS OF THE AMA BOARD OF TRUSTEES, THE GOVERNING BODY, ARE ELECTED BY THE AMA HOUSE OF DELEGATES. THE HOUSE OF DELEGATES INCLUDES DELEGATES FROM STATE, TERRITORIAL, NATIONAL SPECIALTY OR PROFESSIONAL INTEREST MEDICAL ASSOCIATIONS THAT QUALIFY UNDER THE AMA BY-LAWS, PLUS THE FIVE FEDERAL SERVICES AND CERTAIN INTERNAL SECTIONS AND CONSORTIUMS. FORM 990, PART VI, SECTION B, LINE 11B AMA'S 2020 FORM 990 WAS PREPARED BY DELOITTE TAX LLP USING THE INFORMATION PROVIDED BY AMA. THE COMPLETED FORM 990 WAS REVIEWED BY AMA'S FINANCE MANAGEMENT BEFORE BEING REVIEWED BY THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES. THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES REVIEWED THE 2020 FORM 990 AT A REGULARLY SCHEDULED BOARD MEETING. ALL 21 BOARD MEMBERS RECEIVED A COPY OF THE RETURN AND THE COMMITTEE REPORTED ON THE REVIEW OF THE FORM 990 TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF GENERAL COUNSEL AND THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES THROUGHOUT THE COURSE OF THE YEAR REVIEW BOARD MEMBER AND KEY EMPLOYEE DISCLOSURES OF ACTIVITIES AND AFFILIATIONS FROM A CONFLICT OF INTEREST STANDPOINT. WRITTEN ANALYSES ARE PREPARED AND RECOMMENDATIONS MADE TO THE BOARD AS TO WHETHER CONFLICTS EXIST. ANNUALLY, THE OFFICE OF GENERAL COUNSEL REVIEWS AND ANALYZES ALL BOARD AND KEY EMPLOYEE CONFLICT OF INTEREST DISCLOSURES, AND PREPARES A WRITTEN ANALYSIS OF SAME. FORM 990, PART VI, SECTION B, LINE 15 BASE SALARY AND INCENTIVE OPPORTUNITY OF THE CEO IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE AMA BOARD OF TRUSTEES AFTER REVIEW OF INFORMATION PROVIDED BY INDEPENDENT THIRD-PARTY COMPENSATION CONSULTING/SURVEY FIRMS. EXTERNAL COMPENSATION BENCHMARKS ARE UPDATED AS NECESSARY. THE COMPENSATION COMMITTEE'S RECOMMENDATION FOR THE CEO IS SUBJECT TO APPROVAL BY THE FULL BOARD. BASE SALARY AND INCENTIVES FOR ALL SENIOR VICE PRESIDENTS ARE ALSO REVIEWED BY THE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. COMPENSATION OF KEY EMPLOYEES IS ALSO MATCHED TO MARKET USING INDEPENDENT COMPENSATION SURVEY DATA. THIS DATA IS UPDATED AS MARKET CONDITIONS DICTATE. THE INDEPENDENT COMPENSATION CONSULTANT EMPLOYED BY THE COMPENSATION COMMITTEE ASSISTS THE COMMITTEE IN REVIEWING EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AMA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL REPORT TO THE PUBLIC BY POSTING THE ABOVE ITEMS ON THE AMA'S WEBSITE. FORM 990, PART XI, LINE 9: EQUITY IN INCOME OF SUBSIDIARY 2,669,324. DEFINED BENEFIT POSTRETIREMENT HEALTH PLANS OTHER THAN EXPENSE -3,591,344. EQUITY IN EARNINGS OF ADAM STREET 1847 FUND LP 5,216,688. REVERSAL OF GRANT EXPENSES 115,628. OTHER -2,500. 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