AMERICAN ACADEMY OF OTOLARYNGOLOGIC ALLERGY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF OTOLARYNGOLOGIC ALLERGY INC (EIN 52-1230095)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349303804
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T13:19:55-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521230095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 2029555010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY DR NO 100 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201914398 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI LUCAS | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2029555010 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMI | PersonFirstNm |
| Person Last | LUCAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK LONGWOOD | PreparerPersonNm |
| PTIN | P00439715 | PTIN |
| Phone | 2022932200 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMI LUCAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY DR NO 100 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201914398 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,902,099 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAOALLERGY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $3,274 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $35,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,860,922 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,259,688 | CYProgramServiceRevenueAmt |
| PY Investment Income | $132,280 | PYInvestmentIncomeAmt |
| CY Investment Income | $280,084 | CYInvestmentIncomeAmt |
| PY Other Revenue | $80,194 | PYOtherRevenueAmt |
| CY Other Revenue | $62,611 | CYOtherRevenueAmt |
| PY Total Revenue | $2,108,396 | PYTotalRevenueAmt |
| CY Total Revenue | $1,612,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $748,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $736,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,569,759 | PYOtherExpensesAmt |
| CY Other Expenses | $901,802 | CYOtherExpensesAmt |
| PY Total Expenses | $2,317,759 | PYTotalExpensesAmt |
| CY Total Expenses | $1,638,023 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$209,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$25,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,631,194 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,855,020 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $714,481 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $806,384 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,916,713 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,048,636 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL MEETING - THIS IS BOTH OUR ANNUAL SCIENTIFIC MEETING AND MEMBERSHIP MEETING. DURING THE LATTER, WE PRESENT AN UPDATE ON THE ORGANIZATION, INCLUDING FINANCIALS, AND ELECT THE NEW LEADERSHIP. THE SCIENTIFIC PROGRAM HIGHLIGHTS CURRENT STATE-OF-THE-ART RESEARCH AS IT RELATES TO UPPER RESPIRATORY DISEASE IN THE FORM OF FREE PAPERS, PANELS, WORKSHOPS, SYMPOSIA, INSTRUCTIONS COURSES, AND JOURNAL CLUB. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | 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 |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2029555010 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY DR NO 100 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 201914398 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|
| ALPEN PATEL MD | |||||||
| PRESIDENT (THRU 9/2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WESLEY VANDERARK MD | |||||||
| PRESIDENT (AS OF 10/2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL PLATT MD | |||||||
| PRESIDENT-ELECT (AS OF 10/2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AYESHA KHALID MD MBA | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DOUGLAS DAWSON MD | |||||||
| TREASURER (AS OF OCT 2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRISTINE FRANZESE MD | |||||||
| PAST PRESIDENT (THRU 9/2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MATTHEW RYAN MD | |||||||
| PAST PRESIDENT (AS OF 10/2020) | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CECELIA DAMASK DO | |||||||
| EDUCATION COORDINATOR | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL PARKER MD | |||||||
| EDUC PROGRAMS DIR. | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MONA PATADIA MD | |||||||
| EDUCATION ASSESSMENT DIR. (THRU 9/2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BROOK MD | |||||||
| EDUCATION ASSESSMENT DIR. (AS OF 10/2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER VICKERY MD | |||||||
| PATIENT & PROF. RELATIONS CHAIR (THRU 9/2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER VILLWOCK MD | |||||||
| PATIENT & PROF. RELATIONS CHAIR (AS OF 10/20) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOLE BAKER MD | |||||||
| SOCIOECONOMIC CHAIR (AS OF 10/2020) | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIENNE LAURY MD | |||||||
| 2018-21 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA LEWIS | |||||||
| 2018-21 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH SALE MD | |||||||
| 2019-22 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WILSON MD | |||||||
| 2019-2022 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH LEVY MD | |||||||
| 2020-2023 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PUCHALSKI MD | |||||||
| 2020-2023 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| STELLA LEE MD | |||||||
| 2017-2020 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIN SEIBERLING MD | |||||||
| 2017-2020 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER VILLWOCK MD | |||||||
| 2019-2022 BOARD MEMBER AT LARGE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JAMI LUCAS | |||||||
| AAOA/FOUNDATION ED & CEO | 40.00 | 0.50 | Yes (X) | $252,100 | $3,501 | $40,974 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $252,100 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,501 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $40,974 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 L STREET NW SUITE 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | ACCOUNTING | ServicesDesc |
| Compensation | $134,306 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $10,000 | AllOtherContributionsAmt |
| Total Contributions | $10,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $652,487 | $652,487 |
| CORPORATE DEVELOPMENT | 900099 | $325,000 | $325,000 |
| EDUCATION | 900099 | $251,861 | $251,861 |
| FELLOW EXAM FEES | 900099 | $30,340 | $30,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,259,688 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,213 | TotalRevenueColumnAmt |
| Exclusion | $77,213 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,296 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,274 | UnrelatedBusinessRevenueAmt |
| Exclusion | $100,022 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $492,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $289,716 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $202,871 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $202,871 | TotalRevenueColumnAmt |
| Exclusion | $202,871 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | -$40,685 | TotalRevenueColumnAmt |
| Exclusion | -$40,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$40,685 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,612,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,259,688 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,274 | UnrelatedBusinessRevenueAmt |
| Exclusion | $339,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,613 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,237 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,797 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,463 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,111 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,954 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,078 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,670 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,648 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,309 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,000 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,368 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,401 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,711 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| FEES/SUBSCRIPTIONS | $133,259 |
| BANK AND CREDIT CARD FE | $23,955 |
| GIFTS | $2,016 |
| MISCELLANEOUS | $435 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,002 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,023 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $302,965 | BOYAmt |
| EOY | $600,581 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $908 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,307 | BOYAmt |
| EOY | $95,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $95,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $82,215 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,928 | BOYAmt |
| EOY | $13,759 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,141,033 | BOYAmt |
| EOY | $4,070,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,053 | BOYAmt |
| EOY | $72,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,194 | BOYAmt |
| EOY | $4,855,020 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,713 | BOYAmt |
| EOY | $137,751 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $564,352 | BOYAmt |
| EOY | $631,102 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,416 | BOYAmt |
| EOY | $37,531 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $714,481 | BOYAmt |
| EOY | $806,384 | 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 | $3,916,713 | BOYAmt |
| EOY | $4,048,636 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,916,713 | BOYAmt |
| EOY | $4,048,636 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631,194 | BOYAmt |
| EOY | $4,855,020 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$25,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $157,563 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | Yes (1) | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,974 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,215 | DepreciationAmt |
| Book Value | $13,759 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,759 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| Amt | $37,531 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $37,531 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,762,276 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $157,563 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $157,563 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,604,713 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $7,670 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $7,670 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,612,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,630,353 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,630,353 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $7,670 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $7,670 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,638,023 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI LUCAS | PersonNm |
| Title | AAOA/FOUNDATION ED & CEO | TitleTxt |
| Base Compensation Filing Org | $252,100 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $3,501 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $25,210 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $315 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,570 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $232 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $295,880 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $4,048 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES 177,451. MISCELLANEOUS 13,197. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAOA FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY DRIVE | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222480270 | EIN |
| Primary Activities | TO PROMOTE RESEARCH | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAOA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARS-AAOA JOURNAL VENTURE LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11130 SUNRISE VALLEY DRIVE 100 | AddressLine1Txt |
| City | RESTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 20191 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452980010 | EIN |
| Primary Activities | JOURNAL PUBLISHING | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAOA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | EXCLUDED | PredominantIncomeTypeTxt |
| Share Of Total Income | $47,128 | ShareOfTotalIncomeAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| UBI Code V | $3,274 | UBICodeVAmt |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |