2021-11-12T12:05:07-06:00 2020-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2020-01-01 522252820 ASSOCIATION FOR ACCESSIBLE MEDICINES ASSO 2022497100 601 NEW JERSEY AVENUE NW NO 850 WASHINGTON DC 20001 DAN LEONARD PRESIDENT AND CEO 2022497100 2021-11-11 1 DAN LEONARD 999009999 HOLLY CAPORALE P00235685 3019860600 2021-11-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAN LEONARD 601 NEW JERSEY AVENUE NW NO 850 WASHINGTON DC 20001 25540449 0 X WWW.ACCESSIBLEMEDS.ORG X 2000 DC PROMOTE THE INTEREST OF THE GENERIC PHARMACEUTICAL AND BIOSIMILAR INDUSTRY. 22 22 38 357 0 0 0 0 30739987 25452651 225266 87298 6857 500 30972110 25540449 498375 290152 0 0 10806587 10300541 0 0 0 17944122 14038448 29249084 24629141 1723026 911308 13682968 11604954 7141290 4151968 6541678 7452986 THE ORGANIZATION FOSTERS AND PROMOTES THE INTERESTS OF THE GENERIC PHARMACEUTICAL AND BIOSIMILAR INDUSTRY. 0 0 GOVERNMENT AFFAIRS - ADVOCATE ON BEHALF OF THE GENERIC PHARMACEUTICAL AND BIOSIMILAR INDUSTRY WITH RESPECT TO FEDERAL, STATE, AND MUNICIPAL RULES, LAWS, AND ORDERS AFFECTING THE INDUSTRY. POLICY & STRATEGIC ALLIANCES - IDENTIFY POLICY ISSUES AFFECTING THE GENERIC DRUG AND BIOSIMILARS INDUSTRIES AND FACILITATE DEVELOPMENT OF POLICY POSITIONS AMONG OUR MEMBER COMPANIES; WORK WITH THE AGENCIES OF THE U.S. GOVERNMENT, AND STATE AND INTERNATIONAL BODIES TO EDUCATE AND COMMUNICATE POLICY POSITIONS ON STRATEGIC PRIORITIES; DEVELOP DATA TO SUPPORT ADVOCACY INITIATIVES AND PUBLISH WHITE PAPERS, REPORTS AND OTHER POLICY RESOURCES; BUILD RELATIONSHIPS WITH THIRD-PARTY STAKEHOLDERS ACROSS SUPPLY CHAIN, PATIENT, PROVIDER, CONSUMER, AND OTHER SECTORS TO SUPPORT ADVOCACY INITIATIVES. COMMUNICATIONS & MARKETING - EDUCATING POLICYMAKERS, MEDIA, PATIENTS AND OTHER STAKEHOLDERS ABOUT THE ECONOMIC AND THERAPEUTIC CONTRIBUTIONS OF GENERIC AND BIOSIMILAR MEDICINES AS WELL AS THEIR SAFETY AND EFFICACY; PRODUCING AND SHARING PATIENT AND TAXPAYER SAVINGS DATA AND STORIES OF PATIENTS WHOSE HEALTH IS SAVED, IMPROVED AND MAINTAINED BY GENERIC AND BIOSIMILAR MEDICINES; DISSEMINATING INSTRUCTIONAL MATERIALS AND CURRICULUM TO PROMOTE THE SAFE USE, STORAGE AND DISPOSAL OF PRESCRIPTION MEDICINES. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 24 0 1 38 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ASSOCIATION 2022497100 601 NEW JERSEY AVE NW SUITE 850 WASHINGTON DC 20001 SONIG ALOK CHAIR 1.00 X X 0 0 0 LYNCH CAROL VICE CHAIR 1.00 X X 0 0 0 HOFFMANN BRIAN TREASURER 1.00 X X 0 0 0 BRILL VANESSA DIRECTOR 1.00 X 0 0 0 CALLOS ANDREW DIRECTOR 1.00 X 0 0 0 DUCKER JOHN DIRECTOR 1.00 X 0 0 0 FULLEM TERRENCE DIRECTOR 1.00 X 0 0 0 MANZANO STEPHEN DIRECTOR 1.00 X 0 0 0 GAVARIS SPIRO DIRECTOR 1.00 X 0 0 0 KAEMMERER PETER DIRECTOR 1.00 X 0 0 0 BALDOTA UDAY DIRECTOR 1.00 X 0 0 0 MANCINELLI VINCENT DIRECTOR 1.00 X 0 0 0 MANN AARON DIRECTOR 1.00 X 0 0 0 KEEFE GEORGE DIRECTOR 1.00 X 0 0 0 KRISHAN SANJEEV DIRECTOR 1.00 X 0 0 0 MOORE DANIEL DIRECTOR 1.00 X 0 0 0 MURDOCK HUNTER DIRECTOR 1.00 X 0 0 0 VERMA ARUNESH DIRECTOR 1.00 X 0 0 0 HARDWICK PETER DIRECTOR 1.00 X 0 0 0 DIOLOSA PAUL DIRECTOR 1.00 X 0 0 0 RENNER JOSEPH DIRECTOR 1.00 X 0 0 0 HAMPTON JEFF DIRECTOR 1.00 X 0 0 0 FRANCER JEFFREY SR VP & GENERAL COUNSEL 40.00 X 689959 0 48060 MCDERMOTT-VITAK ANNA SR. VP, DEVELOPMENT & ADMIN 40.00 X 621031 0 50270 LEONARD DANIEL PRESIDENT & CEO (BEG. SEPT 2020) 40.00 X 482625 0 5783 DAVIS CHESTER JR PRESIDENT & CEO (UNTIL FEB 2020) 40.00 X 247257 0 34029 GAUGH DAVID SR. VP, SCIENCES & REG AFFAIRS 40.00 X 679212 0 45140 SIMMON CHRISTINE SR. VP, POLICY & STRAT ALLIANCES 40.00 X 614067 0 37024 GOLDBERG ALLEN SVP, COMMUNICATIONS 40.00 X 522472 0 49866 BOWLIN CHRISTOPHER SR. VP, GOVERNMENT AFFAIRS 40.00 X 439073 0 33755 KOMENDANT ERIK VP, FEDERAL AFFAIRS 40.00 X 380105 0 37683 4675801 0 341610 24 0 1 0 KIRKLAND & ELLIS 601 LEXINGTON AVENUE NEW YORK NY 10022 LEGAL SERVICES 922110 MODEL B 900 7TH ST 970 WASHINGTON DC 20001 DATA DEVELOPMENT AND ANALYTIC SERVICES 548008 FIREHOUSE STRATEGIES 1501 M STREET NW SUITE 1100 WASHINGTON DC 20005 DIGITAL STRATEGY AND EXECUTION SERVICES 512887 IQVIA INC 100 IMS DRIVE PARSIPPANY NJ 07054 RESEARCH & DATABASE SUBSCRIPTION 488521 MAYER BROWN 230 SOUTH LASALLE ST CHICAGO IL 60604 LEGAL SERVICES 440714 31 MEMBERSHIP DUES 900099 23673421 23673421 MEETING REVENUE 900099 920000 920000 RECOVERY OF LITIGATION EXPENSES 900099 450000 450000 BIOSIMILAR DIVISIONAL DUES 900099 409230 409230 25452651 87298 87298 MISCELLANEOUS 900099 500 500 500 25540449 25453151 0 87298 X 290152 2179014 6907977 316930 444655 451965 3034469 97810 3014116 3409529 1025926 179707 350150 967933 85102 375539 276524 70419 DUES & SUBSCRIPTIONS 628621 RESEARCH & STUDY PROJEC 500223 MISCELLANEOUS 22380 24629141 7901716 6170585 83706 35216 362938 204764 2758557 1085011 1912100 1673546 212006 275000 3203382 3238723 7120 7120 13682968 11604954 1280148 1244265 2526893 66800 3334249 2840903 7141290 4151968 X 6541678 7452986 6541678 7452986 13682968 11604954 911308 0 X X 0 1 X 1 0 0 0 0 24593421 6750533 -6780276 -29743 8772432 -8802175 1752500 529420 1223080 892781 443982 448799 113276 111609 1667 1673546 CERTIFICATE OF DEPOSITS 3238723 C 3238723 DEFERRED RENT AND LEASE INCENTIVE 2341749 SUBLEASE LIABILITY 499154 2840903 X PART X, LINE 2: THE ASSOCIATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 0 AFPE 6076 FRANCONIA ROAD SUITE C ALEXANDRIA VA 22310 530214882 501C3 10000 GENERAL CONTRIBUTION ALLIANCE FOR RETIRED AMERICANS 815 16TH STREET NW 4TH FLOOR NORTH WASHINGTON DC 20006 522277805 501C3 15000 GENERAL CONTRIBUTION LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT 16TH STREET NORTHWEST 3RD FLOOR WASHINGTON DC 20006 521002207 501C3 6000 GENERAL CONTRIBUTION NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE FLOOR 3 NEW YORK NY 10017 135661935 501C3 7500 GENERAL CONTRIBUTION R STREET INSTITUTE 1212 NEW YORK AVENUE NW SUITE 900 WASHINGTON DC 20005 263477125 501C3 40000 GENERAL CONTRIBUTION TASTE OF THE SOUTH PO BOX 2826 WASHINGTON DC 20013 521343458 501C3 20000 GENERAL CONTRIBUTION WASHINGTON LEGAL FOUNDATION 2009 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 521071570 501C3 15000 GENERAL CONTRIBUTION AMERICAN CANCER SOCIETY CANCER ACTION NETWORK 555 11TH ST SUITE 300 WASHINGTON DC 20004 522340031 501C4 15000 GENERAL CONTRIBUTION HERITAGE ACTION FOR AMERICA 214 MASSACHUSETTS AVENUE NORTHEAST SUITE 400 WASHINGTON DC 20002 272244700 501C4 10500 GENERAL CONTRIBUTION ACADEMY OF MANAGED CARE PHARMACY 675 N WASHINGTON STREET SUITE 220 ALEXANDRIA VA 22314 223020486 501C6 10000 GENERAL CONTRIBUTION 7 3 X X 1 1 X X X X X X 0 1 0 FRANCER JEFFREY SR VP & GENERAL COUNSEL 408092 0 281867 0 0 0 19500 0 28560 0 738019 0 0 0 GAUGH DAVID SR. VP, SCIENCES & REG AFFAIRS 452030 0 227182 0 0 0 22800 0 22340 0 724352 0 0 0 MCDERMOTT-VITAK ANNA SR. VP, DEVELOPMENT & ADMIN 396079 0 224952 0 0 0 20967 0 29303 0 671301 0 0 0 SIMMON CHRISTINE SR. VP, POLICY & STRAT ALLIANCES 408862 0 205205 0 0 0 22800 0 14224 0 651091 0 0 0 GOLDBERG ALLEN SVP, COMMUNICATIONS 346492 0 175980 0 0 0 20849 0 29017 0 572338 0 0 0 LEONARD DANIEL PRESIDENT & CEO (BEG. SEPT 2020) 230625 0 252000 0 0 0 0 0 5783 0 488408 0 0 0 BOWLIN CHRISTOPHER SR. VP, GOVERNMENT AFFAIRS 367390 0 71683 0 0 0 22800 0 10955 0 472828 0 0 0 KOMENDANT ERIK VP, FEDERAL AFFAIRS 280920 0 99185 0 0 0 19500 0 18183 0 417788 0 0 0 DAVIS CHESTER JR PRESIDENT & CEO (UNTIL FEB 2020) 247257 0 0 0 0 0 27381 0 6648 0 281286 0 0 0 PART I, LINE 4B DURING THE YEAR ENDED DECEMBER 31, 2020, THE ASSOCIATION MADE CONTRIBUTIONS OF $275,000 TO A 457(F) SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN FOR DANIEL LEONARD, PRESIDENT & CEO (BEGINNING SEPTEMBER 2020). PER THE 457(F) PLAN DOCUMENT, THE CONTRIBUTIONS VEST OVER A FOUR-YEAR PERIOD BEGINNING IN 2021 BASED ON CONTINUED EMPLOYMENT. FORM 990, PART VI, SECTION A, LINE 6 AAM HAS ONE CLASS OF REGULAR VOTING MEMBERS THAT MUST MEET THE FOLLOWING CRITERIA. A REGULAR MEMBER SHALL BE A CORPORATION, PARTNERSHIP OR OTHER LEGAL ENTITY THAT DERIVES MORE THAN FIFTY PERCENT (50%) OF ITS NET REVENUES IN THE UNITED STATES FROM THE DEVELOPMENT, COMMERCIALIZATION, MANUFACTURE, SALE AND/OR MARKETINGS OF FINISHED DOSE PRODUCTS THAT ARE (1) PRODUCTS DESCRIBED IN ABBREVIATED NEW DRUG APPLICATIONS FILED WITH THE U.S. FOOD & DRUG ADMINISTRATION; (2) PRODUCTS SOLD AS AUTHORIZED GENERIC DRUGS IN THE U.S., (3) BIOSIMILAR AND BIOGENERIC PRODUCTS, AS DESCRIBED IN SECTION 351(K) OF THE PUBLIC HEALTH SERVICE ACT, AS AMENDED; AND/OR (4) DRUG EFFICACY STUDY IMPLEMENTATION (DESI) PRODUCTS. REGULAR MEMBERS HAVE FULL VOTING RIGHTS ON A "ONE COMPANY, ONE VOTE" BASIS. EACH REGULAR MEMBER SHALL DESIGNATE IN WRITING ONE PERSON TO EXERCISE THE RIGHTS OF THE REGULAR MEMBER IN THIS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A AAM'S VOTING MEMBERS ELECT THE DIRECTORS OF AAM'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO AAM'S BYLAWS, THE VOTING MEMBERS HAVE THE AUTHORITY TO AMEND THE BYLAWS. FURTHER, PURSUANT TO THE D.C. NOT-FOR-PROFIT CORPORATION ACT, EXTRAORDINARY ACTIONS MUST BE APPROVED BY THE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B AAM STAFF AND LEGAL COUNSEL PROVIDE INITIAL REVIEW OF THE FORM 990. THE FORM 990 IS THEN REVIEWED BY THE AUDIT & FINANCE COMMITTEE. FINALLY IT IS FORWARDED TO ALL THE DIRECTORS OF THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C AAM REGULARLY AND CONSISTENTLY MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY BY REMINDING DIRECTORS AND OTHERS SUBJECT TO THE POLICY PERIODICALLY OF THE APPLICABILITY OF THE POLICY AND THE APPROPRIATE MANNER OF COMPLYING WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE PRESIDENT IS DETERMINED BASED ON THE PERFORMANCE OF THE PRESIDENT AND COMPARABLE SALARIES OF EXECUTIVES OF SIMILARLY SITUATED AND COMPETING TRADE ASSOCIATIONS IN THE WASHINGTON, DC METROPOLITAN AREA. FINAL APPROVAL OF THE PRESIDENT'S COMPENSATION IS MADE BY THE EXECUTIVE COMMITTEE OF THE BOARD, ALL OF WHOM ARE INDEPENDENT DIRECTORS. COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS DETERMINED BY THE PRESIDENT BASED ON COMPENSATION DATA OF SIMILARLY SITUATED EMPLOYEES AT SIMILARLY SITUATED AND COMPETING TRADE ASSOCIATIONS IN THE WASHINGTON, DC METROPOLITAN AREA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS 2,977,954. PAYROLL PROCESSING FEES 8,766. EXECUTIVE SEARCH EXPENSE 422,809. FORM 990, PART XII, LINE 2C: THE AUDIT & FINANCE COMMITTEE OF THE BOARD OVERSEES THE AUDIT AND RECOMMENDS SELECTION OF AN INDEPENDENT AUDITOR BY THE BOARD. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ASSOCIATION FOR ACCESSIBLE MEDICINES EDUCATION FOUNDATION 601 NEW JERSEY AVE NW SUITE 850 WASHINGTON DC 20001 453526383 SEE PART VII - SUPPLEMENTAL INFORMATION DC 501(C)(3) LINE 7 ASSOCIATION FOR ACCESSIBLE MEDICINES 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0