2021-11-15T16:56:08-06:00 2020-12-31 BDO USA LLP 330 E KILBOURN AVENUE SUITE 750 MILWAUKEE WI 53202 990 2020-01-01 396061326 The American Academy of Allergy Asthma and Immunology % EXECUTIVE DIRECTOR INC AMER 4142726071 555 East Wells Ste 1100 Milwaukee WI 53202 JONATHAN A BERNSTEIN Secretary-Treasurer 4142726071 2021-11-15 true JONATHAN A BERNSTEIN 999009999 Jacob Cook P01240455 4142725900 2 2020 2022-09-23 18:48:47Z GISELLE MOSNAIM MD MS 555 East Wells Ste 1100 Milwaukee WI 53202 7163340 false X WWW.AAAAI.ORG X 1943 WI THE ADVANCEMENT AND PRACTICE OF ALLERGY AND IMMUNOLOGY THROUGH MEETINGS, EDUCATION, AND BY PROMOTING AND STIMULATING RESEARCH AND STUDY FOR OPTIMAL PATIENT CARE. 16 12 0 64 23684 0 764349 774401 14746294 5897968 436181 490971 0 0 15946824 7163340 480655 462732 0 0 164517 170666 0 0 0 12559253 9475648 13204425 10109046 2742399 -2945706 27719745 22733884 3739431 1657989 23980314 21075895 THE ADVANCEMENT AND PRACTICE OF ALLERGY AND IMMUNOLOGY THROUGH MEETINGS, EDUCATION, AND BY PROMOTING AND STIMULATING RESEARCH AND STUDY FOR OPTIMAL PATIENT CARE. false false 2841059 23953 769392 HOLDING VARIOUS SEMINARS, MEETINGS AND EDUCATIONAL ACTIVITIES TO EDUCATE AND SHARE THE LATEST ADVANCES TO EDUCATE AND SHARE THE LATEST ADVANCES IN THE RESEARCH, DIAGNOSIS AND TREATMENT OF ALLERGIC AND IMMUNOLOGIC DISEASE. THIS IS DONE THROUGH A NATIONAL ANNUAL MEETING, REGIONAL LOCAL AND OTHER LIVE CONFERENCES; AND AN ARRAY OF WRITTEN, AUDIO VIDEO AND MULTIMEDIA ENDURING MATERIALS. 1279878 5500 4919353 PUBLICATION OF JOURNAL OF ALLERGY AND CLINICAL IMMUNOLOGY, JACI-IN PRACTICE AND OTHER NEWSLETTERS REGARDING DEVELOPMENTS IN THE ALLERGY AND IMMUNOLOGY FIELDS. 765621 433279 209223 RESEARCH AND TRAINING ACTIVITIES INCLUDING GRANTS OF RESEARCH TO ENCOURAGE FURTHER DEVELOPMENT IN SPECIFIC AREAS OF ALLERGIC AND IMMUNOLOGIC DISEASE IN ADDITION TO GRANTS FOR FACULTY DEVELOPMENT IN ALLERGY/IMMUNOLOGY TRAINING PROGRAMS. 4886558 true true false true false false false false false true false false false false false true false true false true true false true false false false false true true false false false false false false false false false false false false false false true true false false false true 107 0 true 0 true true true UC false false false false false false false false false false X 16 12 false true true false true true true true true false false true true true true true true false false false WI X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 X SCOTT H SICHERER MD DIRECTOR 2.0 2.0 X 53333 0 0 DAVID A KHAN MD SECRETARY-TREASURER 5.0 2.0 X X 47250 0 0 LEONARD B BACHARIER MD DIRECTOR 2.0 2.0 X 34000 0 0 MARY BETH FASANO MD MSPH PRESIDENT 15.0 2.0 X X 33333 0 0 DAVID M LANG MD IMMEDIATE PAST-PRESIDENT 2.0 2.0 X X 1000 0 0 THOMAS A FLEISHER MD EXECUTIVE VICE PRESIDENT 20.0 2.0 X 1000 0 0 CARLA DAVIS MD DIRECTOR 2.0 2.0 X 750 0 0 GISELLE MOSNAIM MD MS PRESIDENT-ELECT 5.0 2.0 X X 0 0 0 ROBERT A WOOD MD DIRECTOR THRU 03/2020 2.0 2.0 X 0 0 0 PAULA J BUSSE MD DIRECTOR 2.0 2.0 X 0 0 0 MELODY C CARTER MD DIRECTOR THRU 03/2020 2.0 2.0 X 0 0 0 TIMOTHY CRAIG DO DIRECTOR 2.0 2.0 X 0 0 0 CHITRA DINAKAR MD DIRECTOR 2.0 2.0 X 0 0 0 SHARON B MARKOVICS MD DIRECTOR 2.0 2.0 X 0 0 0 KELLY D STONE MD PHD DIRECTOR THRU 03/2020 2.0 2.0 X 0 0 0 PAUL V WILLIAMS MD DIRECTOR 2.0 2.0 X 0 0 0 SARBJIT SAINI MD DIRECTOR 2.0 2.0 X 0 0 0 FRANK VIRANT MD DIRECTOR 2.0 2.0 X 0 0 0 STUART ABRAMSON MD PHD AE-C DIRECTOR 2.0 2.0 X 0 0 0 KEVIN J KELLY MD DIRECTOR 2.0 2.0 X 0 0 0 TAMARA T PERRY MD DIRECTOR 2.0 2.0 X 0 0 0 170666 0 0 0 false false false EXECUTIVE DIRECTOR INC 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 MANAGEMENT SERVICES 5319903 FREEMAN AUDIO VISUAL SERVICES 33325 W SUNSET ROAD SUITE A LAS VEGAS NV 89118 AUDIO/VISUAL SERVICE 831785 AXDEV GLOBAL INC 3351 STONESHORE ROAD SUITE 100 VIRGINIA BEACH VA 23452 EDU.STRATEGY SERVICE 152410 ARBORMETRIX INC 339 E LIBERTY STREET SUITE 210 ANN ARBOR MI 48104 REGISTRY SERVICES 150000 HART HEALTH STRATEGIES INC 611 PENNSYLVANIA AVE SE 393 WASHINGTON DC 20003 ADVOCACY SERVICES 150000 7 774401 774401 JOURNAL OF ALLERGY 323100 2960308 2960308 MEMBERSHIP DUES 561499 1959045 1959045 ANNUAL MEETINGS 561499 769392 679392 90000 MISC. PROGRAM SVS 561499 209223 185539 23684 5897968 490971 490971 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7163340 5784284 23684 580971 433279 433279 19072 19072 10381 10381 0 170666 170666 0 0 0 0 0 4833827 1468238 3365589 50891 50891 38584 38584 75000 75000 0 34069 34069 150000 150000 0 53679 43591 10088 131283 26850 104433 490781 173410 317371 0 0 107553 88491 19062 0 1700396 1348868 351528 0 0 0 54598 54598 JOURNAL 1274378 1274378 0 COMMITTEE EXPENSES 206322 206322 PROGRAM SERVICE PROJECTS 205232 205232 OTHER EXPENSES 69055 69055 10109046 4886558 5222488 0 7119325 1166994 635550 602732 183155 269401 1414741 454693 0 0 0 0 0 0 0 0 939449 770234 0 0 17218723 19142861 0 0 0 0 0 0 208802 326969 27719745 22733884 390613 417306 102500 242500 3246318 998183 0 0 0 0 0 0 0 0 0 0 0 0 3739431 1657989 X 22207205 20015055 1773109 1060840 23980314 21075895 27719745 22733884 X -2945706 1446287 -1405000 X false true X true false X 2254052 345200 361864 764349 774401 4499866 9484864 11132468 13887074 14720979 5874284 55099669 0 0 0 11738916 11477668 14248938 15485328 6648685 59599535 0 0 9500 0 0 9500 1267274 1309019 2664591 3315949 18367 8575200 1267274 1309019 2674091 3315949 18367 8584700 51014835 376346 439920 668675 436181 490971 2412093 0 376346 439920 668675 436181 490971 2412093 0 0 0 0 0 0 0 12115262 11917588 14917613 15921509 7139656 62011628 0.82267 0.81596 0.03890 0.03903 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true false false false false false true 75000 false false 75000 false false Schedule C, Part II-B, Line 1G THE TAXPAYER PAID A RETAINER FEE TO HART HEALTH STRATEGIES FOR THE AMOUNT OF $150,000. HART HEALTH STRATEGIES ESTIMATES THAT 50% OF THE FEE IS SPENT ON DIRECT CONTACT WITH LEGISLATORS/LOBBYING. HART HEALTH STRATEGIES IS A BI-PARTISAN CONSULTING AND LOBBYING FIRM SPECIALIZING IN LEGISLATIVE AND REGULATORY HEALTH CARE ISSUES. 100000 205 205 100000 100000 578 578 100000 100000 460 460 100000 100000 225 225 100000 100000 172 172 100000 1.00000 false false 0 0 X Schedule D, Part V, Line 4 NET ASSETS SUBJECT TO DONOR-IMPOSED STIPULATIONS REQUIRING IN PERPETUITY THAT THE PRINCIPAL BE INVESTED AND THAT ONLY INCOME BE EXPENDED. REVENUES ARE REPORTED AS INCREASES IN UNRESTRICTED NET ASSETS, UNLESS USE OF THE RELATED ASSETS IS LIMITED BY DONOR-IMPOSED RESTRICTIONS. EXPENSES ARE REPORTED AS DECREASES IN UNRESTRICTED NET ASSETS. EXPIRATIONS OF TEMPORARY RESTRICTIONS ON NET ASSETS ARE REPORTED AS RECLASSIFICATIONS BETWEEN THE APPLICABLE CLASSES OF NET ASSETS. DONOR-RESTRICTED CONTRIBUTIONS WHOSE RESTRICTIONS ARE MET DURING THE SAME YEAR ARE REPORTED IN THE UNRESTRICTED NET ASSET CLASSIFICATION. DONOR CONTRIBUTIONS ARE RECEIVED FOR GENERAL OPERATING PURPOSES AND TO SUPPORT SPECIFIC PROGRAMS. CONTRIBUTIONS, INCLUDING UNCONDITIONAL PROMISES TO GIVE, ARE RECOGNIZED AS REVENUES IN THE PERIODTHE PLEDGE IS RECEIVED. CONDITIONAL PROMISES TO GIVE ARE NOT RECOGNIZED UNTIL THEY BECOME UNCONDITIONAL, THAT IS, WHEN THE CONDITIONS ON WHICH THEY DEPEND ARE SUBSTANTIALLY MET. SCHEDULE D, PART X, LINE 2: ASC 740 FOOTNOTE THE ACADEMY IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; HOWEVER, THE NET INCOME FROM CERTAIN ACTIVITIES OF THE ACADEMY MAY BE SUBJECT TO INCOME. DURING 2020 AND 2019, THE ORGANIZATION DID NOT HAVE A PROVISION FOR INCOME TAXES. true Europe (Including Iceland and Greenland) 4 Program Services Publications 15650 East Asia and the Pacific 2 Program Services Publications 9500 East Asia and the Pacific 1 Program Services EDUCATION FACULTY 1000 Europe (Including Iceland and Greenland) 1 Program Services EDUCATION FACULTY 1000 North America 1 Program Services Publications 1000 East Asia and the Pacific Grantmaking 6130 Europe (Including Iceland and Greenland) Grantmaking 3220 South America Grantmaking 1031 9 9 38531 38531 Travel Grant East Asia and the Pacific 6 6130 WIRE N/A N/A Travel Grant Europe (Including Iceland and Greenland) 3 3220 WIRE N/A N/A Travel Grant South America 2 1031 WIRE N/A N/A false false false false false false Schedule F, Part I, line 2 THE AAAAI INTERNATIONAL TRAVEL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE HOUSING AND TRAVEL GRANTS TO INTERNATIONAL IN-TRAINING MEMBERS TO ATTEND THE AAAAI ANNUAL MEETING. APPLICANTS FOR THE PROGRAM MUST BE INTERNATIONAL IN-TRAINING MEMBERS OF THE AAAAI AND HAVE SUBMITTED A SCIENTIFIC ABSTRACT ACCEPTED FOR PRESENTATION AT THE ANNUAL MEETING. APPLICANTS SUBMIT AN APPLICATION THAT INCLUDES THEIR ABSTRACT, CV, AND AN OUTLINE OF THEIR RESEARCH INTERESTS AND FUTURE CAREER PLANS IN ALLERGY/IMMUNOLOGY. THE APPLICATION MUST BE COUNTER SIGNED BY AN AAAAI FELLOW. APPLICATIONS ARE REVIEWED BY THE LEADERSHIP OF THE INTERNATIONAL ASSEMBLY, A CONSTITUENCY GROUP OF THE AAAAI REPRESENTING INTERNATIONAL MEMBERS. TO RECEIVE REIMBURSEMENT, INTERNATIONAL TRAVEL SCHOLARSHIP RECIPIENTS MUST PRESENT RECEIPTS FOR THEIR TRAVEL AND HOUSING EXPENSES. TRAVEL GRANT AMOUNTS VARY DEPENDING ON THE TRAVEL DISTANCE TO THE MEETING. true The Children's Hospital of Philadelphia 3615 CIVIC CENTER ARC-1016H PHILADELPHIA PA 19104 231352166 501(C)(3) 140000 N/A N/A EXCELLENCE AWARD American Lung Association 14 Wall Street Suite 8C New York NY 10005 131632524 501(C)(3) 75000 n/a n/a RESPIRATORY DISEASES RESEARCH AWARD CLEVELAND CLINIC FOUNDATION PO Box 931531 Cleveland OH 44193 340714585 501(c)(3) 45000 N/A N/A Research Award UNIVERSITY OF NEBRASKA 2200 VINE STREET LINCOLN NE 68583 470049123 501(C)(3) 10000 N/A N/A EDUCATIONAL SUPPORT University of Rochester 601 Elmwood Avenue Box 777 Rochester NY 14642 160743209 501(c)(3) 45000 N/A N/A Research Award 5 ABSTRACT AWARDS 10 5500 N/A N/A TRAVEL GRANTS TO ANNUAL SCIENTIFIC MEETING 28 13572 N/A N/A Schedule I, Part I, Line 2 THERE IS AN AD HOC REVIEW COMMITTEE, MADE UP OF INDIVIDUAL MEMBERS WITHOUT ANY INSTITUTIONAL CONFLICTS, THAT MAKE SUGGESTIONS FOR APPLICATION AND AWARD OBJECTIVE MODIFICATIONS. THESE CHANGES SUGGESTED ARE THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPRISED OF THE OFFICERS OF THE ORGANIZATION AND ONE 3RD-4TH YEAR AT-LARGE BOARD MEMBER. THE EXECUTIVE COMMITTEE SHALL EXECUTE AND MONITOR THE DIRECTIVES OF THE BOARD OF DIRECTORS AND MAY ACT ON BEHALF OF THE ORGANIZATION IN ANY MATTER WHEN THE BOARD OF DIRECTORS IS NOT IN SESSION, REPORTING TO THE BOARD OF DIRECTORS FOR ITS RATIFICATION OF THE EXECUTIVE COMMITTEE'S ACTIONS. PART VI, SECTION A, LINE 3 AAAAI IS IN CONTRACT WITH EXECUTIVE DIRECTOR, INC., AN ASSOCIATION MANAGEMENT COMPANY. PART VI, SECTION A, LINE 4 BYLAWS CHANGES WERE APPROVED IN APRIL OF 2020. THE CHANGE WAS TO ADD ONE POSITION TO THE NOMINATING COMMITTEE, WHICH SHALL BE ONE FELLOW APPOINTED BY THE CHAIR OF THE ALLERGY/IMMUNOLOGY DIVISION DIRECTOR COMMITTEE. PART VI, SECTION A, LINE 6 THE ACADEMY HAS THE FOLLOWING CLASSIFICATIONS OF MEMBERSHIP IN THE ORGANIZATION: (A) FULL MEMBERS (B) INTERNATIONAL MEMBERS (C) FELLOWS (D) INTERNATIONAL FELLOWS (E) ALLIED HEALTH MEMBERS (F) EMERITUS MEMBERS (G) EMERITUS FELLOWS (H) IN-TRAINING MEMBERS (I) DOCTORAL/POST DOCTORAL IN-TRAINING MEMBERS (J) INTERNATIONAL IN-TRAINING MEMBERS (K) RESIDENT MEMBERS (L) MEDICAL STUDENT MEMBERS PART VI, SECTION A, LINE 7A THE CLASSES OF MEMBERS OF THE ORGANIZATION ENTITLED TO VOTE SHALL BE FELLOWS, INTERNATIONAL FELLOWS, FULL MEMBERS AND INTERNATIONAL MEMBERS. ANY MATTER TO BE DECIDED BY A VOTE OF ELIGIBLE VOTING MEMBERS SHALL, EXCEPT AS OTHERWISE PROVIDED HEREIN OR AS PROVIDED IN CH. 181 OF THE WISCONSIN STATUTES, BE DECIDED BY MAJORITY VOTE OF THESE MEMBERS PRESENT IN PERSON OR BY PROXY OR OTHERWISE BY MAILED OR ELECTRONIC BALLOT. ALL DIRECTORS SHALL BE ELECTED BY THE ELIGIBLE VOTING MEMBERS AT AN ANNUAL MEETING OF THE ORGANIZATION IN ACCORDANCE WITH THE PROCEDURES SET FORTH IN ARTICLE VII OF THE BYLAWS. PART VI, SECTION A, LINE 7B BYLAWS MAY BE AMENDED, REPEALED OR ALTERED IN WHOLE OR IN PART BY AN AFFIRMATIVE VOTE OF MAJORITY OF ELIGIBLE VOTING MEMBERS. PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE, WHICH IS COMPRISED OF THE OFFICERS OF THE ORGANIZATION. AFTER FULL REVIEW, IT IS PRESENTED TO THE REMAINING BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE 990 IS THEN SIGNED BY AN OFFICER OF THE ORGANIZATION, TYPICALLY THE SECRETARY-TREASURER. PART VI, SECTION B, LINE 12 B & C DISCLOSURE MUST BE MADE IN WRITING THROUGH THE USE OF AN OFFICIAL DISCLOSURE FORM OR VIA AN ONLINE MANAGEMENT SYSTEM. THE COMPLETED FORMS MUST BE RETURNED PRIOR TO THE COMMENCEMENT OF AN OFFICE TERM, AND THESE FORMS MUST BE UPDATED WHENEVER CIRCUMSTANCES REQUIRE OR ONCE PER CALENDAR YEAR, WHICHEVER IS SOONER. ALL INFORMATION DISCLOSED IS REVIEWED TO IDENTIFY CONFLICTS OF INTEREST AND TO GUIDE THE RESOLUTION OF THOSE CONFLICTS. FOR LEADERS, REVIEWS WILL BE COMPLETED BY AN APPROPRIATE AAAAI COMMITTEE OR EXECUTIVE BODY. FOR FACULTY, REVIEWS WILL BE COMPLETED BY THE CONTINUING MEDICAL EDUCATION COMMITTEE OR THE ANNUAL MEETING PROGRAM COMMITTEE, DEPENDING ON THE ACTIVITY IN WHICH THE FACULTY MEMBER WILL POTENTIALLY BE INVOLVED. FOR AUTHORS, REVIEWS WILL BE COMPLETED BY THE PRACTICE DIAGNOSTICS AND THERAPEUTIC COMMITTEE. IN ALL CASES, AN INDIVIDUAL'S DISCLOSURE WILL BE REVIEWED IN THE CONTEXT OF THE ACTIVITY IN WHICH S/HE WILL POTENTIALLY BE PARTICIPATING. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE REVIEWERS WILL BE ASKED TO IDENTIFY AN APPROPRIATE MECHANISM FOR RESOLVING THE CONFLICT. THIS COULD POTENTIALLY INCLUDE ASKING THE INDIVIDUAL TO ALTER THE RELATIONSHIP WHICH CREATES THE CONFLICT, OR REMOVING THE INDIVIDUAL FROM INVOLVEMENT IN THE ACTIVITY. THE RESULTS OF EACH REVIEW WILL BE COMMUNICATED TO THE INDIVIDUAL AND THE ORGANIZATION PLANNING THE ACTIVITY TO FACILITATE THE RESOLUTION OF THE CONFLICT. THE INDIVIDUAL WILL BE EXPECTED TO DISCLOSE TO THE APPROPRIATE AUDIENCE ANY RELATIONSHIPS THAT WERE FOUND TO BE, OR TO PRESENT THE POTENTIAL FOR, CONFLICT OF INTEREST BY THE REVIEWER. PART VI SECTION B, LINE 15 A & B AAAAI IS MANAGED BY EXECUTIVE DIRECTOR, INC., A FOR-PROFIT MANAGEMENT COMPANY. AAAAI HAS NO OFFICIAL EMPLOYEES, AS STAFFED ASSIGNED TO AAAAI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. AAAAI ALSO DOES NOT HAVE ANYONE THAT FITS THE DESCRIPTION OF A KEY EMPLOYEE. THE CONTRACTED MANAGEMENT FEE IS REVIEWED YEARLY BY THE BOARD OF DIRECTORS. PART VI, SECTION C, LINE 19 AAAAI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. REQUESTED DOCUMENTS ARE PROVIDED WITHIN A REASONABLE TIME FRAME. SOME OR ALL OF THESE DOCUMENTS ARE CURRENTLY BEING PLANNED TO BE PLACED ON THE AAAAI WEBSITE IN THE FUTURE. PART XI, LINE 9 Return of contributions to sponsors: $(1,405,000) ALLERGY ASTHMA & IMMUNOLOGY FOUNDATION 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 451495723 SUPPORT ORG WI 501(C)(3) 12A-I AAAAI true false false false false false false false false false false false false false false false false false false false