2025-09-18T14:31:56-07:00 2024-12-31 410746749 CliftonLarsonAllen LLP 220 S 6th Street Suite 300 Minneapolis MN 55402 990 2024-01-01 410726167 AMERICAN ACADEMY OF NEUROLOGY INSTITUTE AMER 8008791960 201 Chicago Avenue Minneapolis MN 55415 Kevin Myren Chief Financial Officer 6129286023 2025-09-15 1 1 Sarah Reichling P01587996 6123973066 2025-09-15 2024 2025-03-06 01:10:19Z Mary Post 201 Chicago Ave Minneapolis MN 55415 73607787 0 X www.aan.com X 1948 MN The American Academy of Neurology Institute (AANI) provides top-tier education and scientific programming to the field of neurology and the broader medical community. 20 14 0 2274 83165 83165 12690568 9770266 20771493 22296935 2768711 4154924 3149097 2582193 39379869 38804318 5378004 4766235 0 0 9532854 9562633 0 0 0 22251960 22094116 37162818 36422984 2217051 2381334 132840684 130219703 36096986 23559017 96743698 106660686 X The mission of the corporation is to promote the highest quality patient-centered neurologic care. 0 1 24525414 4907855 17660393 Annual Meeting and Conferences: The 2024 AAN Annual Meeting, which took place over six days in Denver and online to accommodate member needs, drew 14,063 attendees. This award-winning meeting was rated good or excellent by 94% of attendees. On-demand content remained available for all conferences, allowing the AANI to reach learners on a global level as well as providing continued access to meeting content throughout the year. The value of these on-demand offerings has been appreciated by the members and supports the mission of the Academy. The AANI held a Summer Conference in Atlanta and online focused on Autoimmune Neurology that drew more than 800 registrants. An impressive 99% of attendees rated the conference good or excellent. More than 1,000 registrants took part in the hybrid Fall Conference, held in Las Vegas, which included a pre-conference for advanced practice providers. 3467825 8380 0 Training / Tools / Resources (AANI): The AANI continues to address areas of controversy and importance in its evidence-based guidelines program. In 2024, it advanced work on 10 guideline development projects and initiated three new ones on gene therapy for Duchenne muscular dystrophy, antiseizure medication blood levels during pregnancy and breastfeeding, and essential tremors. The AANI continued to focus on various resources that help members provide optimal care for their patients. It published the guideline "Teratogenesis, Perinatal, and Neurodevelopmental Outcomes After In Utero Exposure to Antiseizure Medication" in collaboration with two medical societies. 3375011 0 1217216 Continuing Medical Education Programs: The AANI is accredited for the 2023-2026 reaccreditation cycle by the Accreditation Council for Continuing Medical Education. It released six classic editions of NeuroSAE(R), as well as two subspecialty editions focused on Epilepsy and Neuromuscular; released eight new NeuroPanels, case-based live panel discussions that garnered a 98% satisfaction rate; and added 28 new videos for medical students to its NeuroBytes library. 0 0 0 31368250 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 313 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 20 14 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X X X Kevin C Myren 6129286100 201 Chicago Avenue Minneapolis MN 55415 Mary E Post Chief Executive Director 7 48 X 0 663508 63773 Kelly Ricker Chief Learning Officer 44 4 X 0 459242 25725 Jason Kopinski Deputy Executive Director/Chief Operating Officer 17 30 X 0 408802 63773 John Hutchins General Counsel 8 42 X 0 345647 59945 Kevin Myren Chief Financial Officer 19 29 X 0 329030 38164 Sukhjeet Ahuja Chief Health Policy Officer 29 29 X 0 167717 5817 Carlayne E Jackson MD FAAN Chair 10 10 X X 0 170000 0 Orly Avitzur MD MBA FAAN Immediate Past Chair 2 2 X 0 122739 0 Lyell K Jones Jr MD FAAN Director 1 0 X 0 104040 0 Natalia Rost MD MPH FAHA FAAN Chair Elect 5 5 X X 0 80000 0 Janis Miyasaki MD MeD FAAN Vice Chair 1 1 X X 0 33484 0 Joseph I Sirven MD FAAN Director 1 1 X 0 11577 0 Jose H Posas MD FAAN Director 1 1 X 1750 0 0 Larry B Goldstein MD FAHA FAAN Director 1 1 X 800 0 0 Paul M George MD PhD MSE FAAN Director 1 0 X 500 0 0 Brett M Kissela MD MS FAAN Secretary/Treasurer 1 0 X X 0 0 0 Jennifer Bickel MD FAAN Director 1 1 X 0 0 0 Lily Jung Henson MD MMM FAAN Director 1 1 X 0 0 0 Charles C Flippen II MD FAAN Director 1 1 X 0 0 0 Sarah M Benish MD FAAN Director 1 1 X 0 0 0 Wayne E Anderson DO FAHS FAAN Director 1 1 X 0 0 0 Shannon M Kilgore MD FAAN Director 1 1 X 0 0 0 Jeffrey C McClean II MD FAAN Director 1 1 X 0 0 0 Gregory J Esper MD MBA FAAN Director 1 1.00 X 0 0 0 Jose G Merino MD Mphil FAHA FAA Director 1 1 X 0 0 0 3050 2895786 257197 0 1 1 0 American Academy of Neurology 201 Chicago Avenue Minneapolis MN 55415 Services of Shared Employees 3592816 Encore Group (USA) LLC 23918 Network Pl Chicago IL 606731239 Audio Visual Services and Equipment for Conferences 3008902 Sodexo Live 700 14th Street Denver CO 80202 Food & Beverage Services 1577837 Freeman Decorating Co PO Box 650036 Dallas TX 752650036 Decorating Services 1267675 SSA Group LLC 4624 Central Park Blvd Denver CO 80238 Food and Beverage Services 498390 14 0 0 0 0 0 9770266 0 9770266 Conference/Educational Fees 541900 17347586 17347586 0 0 Products/Publications 513120 1530023 1446858 83165 0 Management/Access Fee 561000 1484326 1484326 0 0 Dues 541900 1935000 1935000 0 0 0 0 0 0 22296935 3233045 0 0 3233045 0 0 0 0 2405095 0 0 2405095 0 0 0 0 0 0 0 0 0 0 35725348 0 34803469 0 921879 0 921879 0 0 921879 0 0 0 0 0 0 0 0 0 0 0 0 150250 0 150250 150250 0 0 Miscellaneous Revenue 900099 26848 26848 0 0 0 0 0 0 26848 38804318 22390868 83165 6560019 4149000 4149000 205685 205685 411550 411550 0 0 0 0 0 0 0 0 0 0 7324601 6219952 1104649 0 679424 576958 102466 0 1029564 874292 155272 0 529044 449257 79787 0 3592816 3061420 531396 0 70329 69609 720 0 26463 0 26463 0 0 0 0 0 0 0 77735 0 77735 0 2176506 1490326 686180 0 214694 214694 0 0 1483850 1006082 477768 0 0 0 0 0 0 0 0 0 931948 0 931948 0 1497338 1491498 5840 0 0 0 0 0 8864269 8864269 0 0 0 0 0 0 0 0 0 0 505043 2722 502321 0 101045 101045 0 0 Unrelated Business Income Tax 1492 0 1492 0 Dues and Subscriptions 1512311 1511875 436 0 Stipends / Honoraria 586353 586353 0 0 Allowance Doubtful Accounts 447761 77500 370261 0 4163 4163 0 0 36422984 31368250 5054734 0 25340 30897 6726085 9511853 2166606 1374768 3231460 149088 0 0 0 0 0 0 0 0 761611 982782 21036607 8278531 13099155 12758076 100357598 98694505 6472829 6717734 0 0 0 0 0 0 132840684 130219703 4262829 1387528 7081613 6521468 6170122 8450452 0 0 0 0 0 0 6270963 5533107 0 0 12311459 1666462 36096986 23559017 X 93810159 103731307 2933539 2929379 96743698 106660686 132840684 130219703 X 2381334 7363580 0 0 0 172074 X 0 1 X 1 0 X 5870341 8065466 13731823 12690568 9770266 50128464 0 0 0 0 0 0 0 0 0 0 0 0 5870341 8065466 13731823 12690568 9770266 50128464 8795653 41332811 4893865 5020923 2896229 4411674 4717371 21940062 0 0 0 235440 83165 318605 0 0 0 0 0 0 72387131 1447743 0.57100 0.68186 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53464314 5000000 6530896 3500 1834432 0 63157278 32106356 16000000 5364958 7000 0 0 53464314 37215637 0 -5109281 0 0 0 32106356 32679787 0 4538350 2500 0 0 37215637 30368770 0 2313517 2500 0 0 32679787 0.9945 0.0022 0.0033 0 0 0 661000 661000 0 17202176 5506538 11695638 0 0 0 0 0 3173431 2771993 401438 0 0 0 0 12758076 Neuberger Berman Option Strategy ETF 3342008 F Parametric Volatil Risk Prm-Defensv I 3375726 F 6717734 0 Funds Held for Other 1666462 1666462 X Schedule D, Part V, Line 4 The AANI intends to use the endowment funds for awards and grants. The Quasi-Endowment the board will determine the use of draw on an annual basis. Schedule D, Part X, Line 2 The Organization follows the provisions of FASB ASC 740-10-25, which 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 Organization does not believe its financials statements include any uncertain tax positions. The Organizations tax returns are subject to review and examination by federal authorities. The tax returns for years 2021 through 2023 are open to examination by federal authorities. 1 Europe (including Iceland and Greenland) 0 0 Grantmaking 302075 South America 0 0 Grantmaking 100000 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking 6000 South Asia 0 0 Grantmaking 2000 East Asia and the Pacific 0 0 Grantmaking 1475 0 0 411550 Europe (including Iceland and Greenland) Educational Grant 300000 Wire 0 0 2 Educational Grant South America 1 100000 Wire 0 Educational Grant Europe (including Iceland and Greenland) 1 2075 Wire 0 Educational Grant South Asia 2 2000 Wire 0 Educational Grant East Asia and the Pacific 1 1475 Wire 0 Educational Grant North America (including Canada and Mexico, but not the United States) 1 1000 Wire 0 0 0 0 0 0 0 Schedule F, Part I, Line 2 Educational grants to organizations and individuals are vetted through an application and review process. Grantees are to report at the end of the grant period as to accomplishments and expenditures. AANI awards acknowledge significant achievements in neurology ranging from clinical research to creative writing. The awards applaud the achievements of neurologists from their high school beginnings to lifetime accomplishments. AANI supports funding for clinical investigators interested in academic careers in clinical research. 1 University of California San Francisco UCSF Main Depository PO Box 748872 Los Angeles CA 900744872 946036493 501c3 1050000 0 Clincial Research Grants Rockefeller University 1230 York Ave 259 New York NY 10065 131624158 501c3 450000 0 Clincial Research Grants Emory University PO Box 935084 Atlanta GA 311935084 580566256 501c3 390000 0 Clincial Research Grants Trustees of the University of Pennsylvania PO Box 785541 Philadelphia PA 191785541 231352685 501c3 303000 0 Clincial Research and Educational Grants American Heart Association Inc 7272 Greenville Ave Dallas TX 75231 135613797 501c3 160000 0 Research Grants Johns Hopkins University Bank of America 12529 Collections Ctr Dr Chicago IL 60693 520595110 501c3 153000 0 Clincial Research Grants Columbia University PO Box 29789 New York NY 100879789 135598093 501c3 150000 0 Clincial Research Grants Dignity Health 3400 Data Dr Sacramento CA 95670 941196203 501c3 150000 0 Clincial Research Grants Rhode Island Hospital 167 Point Street Box 42 Providence RI 029034771 050258954 501c3 150000 0 Clincial Research Grants Stanford University Office of Research Administration PO Box 884253 Los Angeles CA 900884253 941156365 501c3 150000 0 Clincial Research Grants Childrens Hospital Of Philadelphia PO Box 8500 Philadelphia PA 191781457 231352166 501c3 150000 0 Clincial Research Grants Harvard University c/o Bank of America 100 Federal St Boston MA 02110 042103580 501c3 150000 0 Clincial Research Grants Massachusetts General Hospital 55 Fruit St Boston MA 02114 042697983 501c3 150000 0 Clincial Research Grants University of Rochester Box 278832 Rochester NY 146278832 160743209 501c3 150000 0 Clincial Research Grants Phoenix Children's Hospital 1919 E Thomas Rd Ambulatory Bldg FL 3 Phoenix AZ 85016 860422559 501c3 150000 0 Clincial Research Grants The Brigham and Womens Hospital Inc 75 Francis Street Boston MA 02115 042312909 501c3 150000 0 Clincial Research Grants Regents of the University of Michigan 3003 South State Ann Arbor MI 48109 386006309 501c3 50000 0 Educational Grant The Regents of the University of California Los Angeles PO Box 957089 1125 Murphy Hall 405 Hilgard Ave Los Angeles CA 900959000 956006143 501c3 13000 0 Research and Educational Grants Research Foundation for the State of New York PO Box 9 Albany NY 12207 141368361 501c3 10000 0 Educational Grant University Of Maryland Baltimore 620 W Lexinton St FL 2 Baltimore MD 21201 311678679 501c3 10000 0 Educational Grant Washington University 7425 Forsyth Blvd MSC 1034-0423-02 St Louis MO 631052161 430653611 501c3 8000 0 Research Grants 21 0 Educational Scholarships 103 173705 0 Scientific Research Awards 16 31980 0 Schedule I, Part I, Line 2 AANI awards acknowledge significant achievements in neurology ranging from clinical research to creative writing. The awards applaud the achievements of neurologists from their high school beginnings to lifetime accomplishments. AANI supports funding for Clinical Research Training Fellowships offered to neurologist and clinical investigators interested in academic careers in clinical research. 0 0 0 0 0 0 0 0 0 Mary E Post Chief Executive Director 0 548643 0 69602 0 45263 0 36225 0 27548 0 727281 0 69602 Kelly Ricker Chief Learning Officer 0 213163 0 40380 0 205699 0 25056 0 669 0 484967 0 40380 Jason Kopinski Deputy Executive Director/Chief Operating Officer 0 351111 0 42437 0 14254 0 36225 0 27548 0 471575 0 42437 John Hutchins General Counsel 0 292788 0 38901 0 13958 0 32397 0 27548 0 405592 0 35401 Kevin Myren Chief Financial Officer 0 282794 0 33243 0 12992 0 30153 0 8011 0 367193 0 33243 Sukhjeet Ahuja Chief Health Policy Officer 0 27691 0 28972 0 111054 0 3521 0 2296 0 173534 0 28972 Carlayne E Jackson MD FAAN Chair 0 170000 0 0 0 0 0 0 0 0 0 170000 0 0 Form 990, Part III, Line 3 In 2024, the American Academy of Neurology Institute ceased the operation and maintenance of its Axon Registry product. Form 990, Part VI, Section A, Line 2 Most Officers and Key Employees of the corporation have a business relationship with the filer's Board members and other Officers as all of these individuals concomitantly served as Directors and/or Officers of filer's parent organization, American Academy of Neurology (AAN), and these Officers and Key employees are paid by the AAN. Form 990, Part VI, Section A, Line 6 American Academy of Neurology 501c6 is the sole voting member of the organization. Form 990, Part VI, Section A, Line 7a The AANI 501c3 board includes the officers and the nine elected directors of the AAN 501c6 as ex-officio voting members, in addition to other AANI Directors. Form 990, Part VI, Section B, Line 11b The CFO undertook extensive review of the draft Form 990 as initially prepared by the finance department. Their review was thereafter augmented by an exempt organizations Tax Professional. The Form 990 was then presented to the Audit Committee by the CFO and other members of the management team. The Audit Committee reviewed the Form 990 and identified any agreed upon changes to be made. In line with Minnesota Law, the final Form 990 was brough to the Board for discussion and approval (as required by state law) at a regularly scheduled meeting. The Form is then filed after this process. Form 990, Part VI, Section B, Line 12c AANI's conflict of interest policy covers individuals serving as an officer, director, committee member, or positions of official responsibility or leadership. All covered individuals are required to complete a relationship disclosure statement annually, or as changes in personal circumstances occur. The statements are reviewed, and actions determined according to the AANI's hierarchy based on position and recommendation of General Counsel; or by the Executive Committee if a resolution cannot be made. Potential conflicts are handled on an individual basis. Actions taken depend on the severity of the conflict which include no action required, on-going monitoring with appropriate disclosure, or withdrawal from the conflicting relationship. Conflict of interest proceedings are documented in meeting minutes or as appropriate. Form 990, Part VI, Section C, Line 18 Form 1023 is not available, organization established in 1948. 990's are available on AAN.com. 990T that are open to public inspection are available upon request. Form 990, Part VI, Section C, Line 19 AANI makes its governing documents, conflict of interest policy, and financial statements available to its parent entity's members on its website, AAN.com. Form 990, Part XI, Line 9 Reversal of prior year grant expenses. American Academy of Neurology same as filer Minneapolis MN 55415 611532062 representing members' interest in advancing neurological sciences MN 501(c)(6) na American Academy of Neurology Institute 1 1 0 1 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 American Academy of Neurology a-iv 1484326 Lease related to leased facilities - FMV via independent determination as set out in resource allocation agreement American Academy of Neurology e 5625000 Loan Guarantee (new facility), AAN required to co-sign (amount shown is balance as of December 31, 2024) American Academy of Neurology j 1484326 Lease related to leased facilities - FMV via independent determination as set out in resource allocation agreement American Academy of Neurology o 9562633 Sharing of employees. The Parent AAN houses all AANI employees who are co-employed and is reimbursed at fair market value. American Academy of Neurology p 3592816 Finance, HR, IT, Marketing FMV recovered per resource allocation agreement.