2018-06-18T12:36:45-05:00 2017-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR ROAD SUITE 302 MILWAUKEE WI 532263255 990 2017-01-01 263697887 AMERICAN ACADEMY OF EMERGENCY MEDICINE INC AMER 4142767390 555 E WELLS ST NO 1100 MILWAUKEE WI 53202 LISA MORENO-WALTON MD MS MSCR SECRETARY-TREASURER 4142767390 2018-06-13 1 DAVID A GROTKIN P00240470 4142717800 2017 2022-09-23 18:48:47Z DAVID A FARCY MD FCCM 555 E WELLS ST NO 1100 MILWAUKEE WI 53202 3494029 0 X WWW.AAEM.ORG X 1994 WI THE AMERICAN ACADEMY OF EMERGENCY MEDICINE (AAEM) IS THE SPECIALTY SOCIETY OF EMERGENCY MEDICINE. AAEM IS A DEMOCRATIC ORGANIZATION COMMITTED TO THE FOLLOWING PRINCIPLES:EVERY INDIVIDUAL SHOULD HAVE UNENCUMBERED ACCESS TO QUALITY EMERGENCY CARE PROVIDED BY A SPECIALIST IN EMERGENCY MEDICINE.THE PRACTICE OF EMERGENCY MEDICINE IS BEST CONDUCTED BY A SPECIALIST IN EMERGENCY MEDICINE.A SPECIALIST IN EMERGENCY MEDICINE IS A PHYSICIAN WHO HAS ACHIEVED, THROUGH PERSONAL DEDICATION AND SACRIFICE, CERTIFICATION BY EITHER THE AMERICAN BOARD OF EMERGENCY MEDICINE (ABEM) OR THE AMERICAN OSTEOPATHIC BOARD OF EMERGENCY MEDICINE (AOBEM).THE PERSONAL AND PROFESSIONAL WELFARE OF THE INDIVIDUAL SPECIALIST IN EMERGENCY MEDICINE IS A PRIMARY CONCERN TO THE AAEM.THE ACADEMY SUPPORTS FAIR AND EQUITABLE PRACTICE ENVIRONMENTS NECESSARY TO ALLOW THE SPECIALIST IN EMERGENCY MEDICINE TO DELIVER THE HIGHEST QUALITY OF PATIENT CARE. SUCH AN ENVIRONMENT INCLUDES PROVISIONS FOR DUE PROCES 15 14 0 0 68664 53124 1897767 1840385 1339926 1582178 20781 18258 32 7079 3258506 3447900 124998 5000 0 0 50000 50000 0 0 0 2938537 3552495 3113535 3607495 144971 -159595 3514023 3545404 1824328 1896162 1689695 1649242 X THE AMERICAN ACADEMY OF EMERGENCY MEDICINE (AAEM) IS CONSTITUTED AND FORMED FOR THE PURPOSE OF IMPROVING THE QUALITY AND PROMOTING THE INTEGRITY OF THE PRACTICE AND MANAGEMENT OF EMERGENCY MEDICINE IN THE UNITED STATES AND INTERNATIONALLY, BY PROVIDING PROFESSIONAL AND PUBLIC EDUCATION. 0 0 SCIENTIFIC ASSEMBLY - THE ORGANIZATION HELD ITS 23RD ANNUAL SCIENTIFIC ASSEMBLY IN ORLANDO, FL IN MARCH 2017. IT'S THE ORGANIZATION'S YEARLY ANNUAL CONFERENCE DESIGNED TO OFFER CONTINUING MEDICAL EDUCATION CREDIT TO ALL ATTENDING PHYSICIANS. THE SCIENTIFIC ASSEMBLY PERPETUALLY AIMS TO ADVANCE EMERGENCY MEDICINE FOR THE CLINICIAN AND PROUDLY BE THE PREMIER CLINICAL CONFERENCE IN THE EMERGENCY MEDICINE SPECIALTY. SPRING & FALL ORAL BOARD REVIEW COURSES - THE ORGANIZATION HOLDS MULTIPLE COURSES EACH SPRING & FALL FOR EMERGENCY MEDICINE PRACTITIONERS PREPARING TO TAKE THE AMERICAN BOARD OF EMERGENCY MEDICINE (ABEM) OR THE AMERICAN OSTEOPATHIC BOARD OF EMERGENCY MEDICINE (AOBEM) ORAL BOARD EXAMINATION. THE JOURNAL OF EMERGENCY MEDICINE (JEM) - THE JOURNAL OF EMERGENCY MEDICINE (JEM) IS THE OFFICIAL JOURNAL OF THE AMERICAN ACADEMY OF EMERGENCY MEDICINE (AAEM). JEM IS AN INTERNATIONAL, PEER-REVIEWED PUBLICATION FEATURING ORIGINAL CONTRIBUTIONS OF INTEREST TO BOTH THE ACADEMIC AND PRACTICING EMERGENCY PHYSICIAN. JEM INCLUDES RESEARCH PAPERS AND CLINICAL STUDIES AS WELL AS ARTICLES FOCUSING ON THE TRAINING OF EMERGENCY PHYSICIANS AND ON THE PRACTICE OF EMERGENCY MEDICINE. AAEM'S OTHER PRIMARY PROGRAMS INCLUDE THE WRITTEN BOARD REVIEW COURSE, COMMON SENSE (A MEMBERSHIP NEWSLETTER PUBLISHED EVERY OTHER MONTH), AND THE ACTIVITIES OF AAEM RSA, AAEM PG, & THE AAEM STATE CHAPTERS. 0 1 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 29 0 0 1 1 0 0 0 0 0 X 15 14 0 1 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 X EXECUTIVE DIRECTOR INC 4142767390 555 E WELLS ST STE 1100 MILWAUKEE WI 53202 KEVIN RODGERS MD PAST PRESIDENT 25.00 X X 50000 0 0 DAVID A FARCY MD FCCM PRESIDENT-ELECT 5.00 X X 0 0 0 LISA MORENO-WALTON MD MS MSCR SECRETARY-TREASURER 5.00 X X 0 0 0 MARK REITER MD MBA PAST PRESIDENT 5.00 X X 0 0 0 HOWARD BLUMSTEIN MD PAST PRESIDENT'S COUNCIL R 5.00 X X 0 0 0 MEGAN HEALY MD DIRECTOR 5.00 X 0 0 0 JONATHAN S JONES MD DIRECTOR 5.00 X 0 0 0 TERRENCE MULLIGAN DO MPH DIRECTOR 5.00 X 0 0 0 BRIAN POTTS MD MBA DIRECTOR 5.00 X 0 0 0 ROBERT FROLICHSTEIN MD DIRECTOR 5.00 X 0 0 0 BOBBY KAPUR MD MPH DIRECTOR 5.00 X 0 0 0 THOMAS TOBIN MD MBA DIRECTOR 5.00 X 0 0 0 EVIE MARCOLINI MD FACEP FCCM DIRECTOR 5.00 X 0 0 0 JENNIFER KANAPICKI COMER MD YPS DIRECTOR 5.00 X 0 0 0 ASHELY ALKER MD MSC AAEM/RSA PRESIDENT 5.00 X 0 0 0 50000 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 E WELLS STREET MILWAUKEE WI 53202 MANAGEMENT, MEETING PLANNING 1125035 1 1778425 61960 1840385 BOARD REVIEW INCOME 541900 404464 404464 REGISTRATION DUES 541900 313805 313805 STATE CHAPTER INCOME 541900 196655 196655 EXHIBIT INCOME 541900 173550 173550 JOB BANK FEES 541900 37200 37200 456504 425040 31464 1582178 18258 18258 11069 11069 0 0 37592 35060 2532 2532 MISC INCOME 541900 4547 4547 4547 3447900 1516046 68664 22805 X 5000 50000 958454 157412 16300 106623 103799 12705 125151 24264 31957 16475 INCOME TAXES 12478 MEMC EXPENSES 423614 JOURNAL EXPENSES 398711 SCIENTIFIC ASSEMBLY EXP 390365 774187 3607495 123425 139247 1840619 1801932 171054 97816 381497 410001 32178 17438 266837 177317 26884 18854 15384 8030 634370 838901 48659 54722 3514023 3545404 372713 463403 1451615 1432759 1824328 1896162 X 1475189 1486249 214506 162993 1689695 1649242 3514023 3545404 X -159595 106825 12317 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34089 34089 34089 1 AMERICAN ACADEMY OF EMERGENCY MEDICINE POLITICAL ACTION COMMITTEE 555 E WELLS STREET MILWAUKEE WI 53202 39376 0 0 0 1778425 114000 114000 113994 6 PART I-A, LINE 1: $5,000 - BILL CASSIDY FOR CONGRESS, PO BOX 80505, BATON ROUGE, LA 70898-0505 $2,000 - CARLOS CURBELO CONGRESS, 8724 SW 72ND ST, MIAMI, FL 33173-3512 $2,000 - COMSTOCK FOR CONGRESS, PO BOX 831, MCLEAN, VA 22101 $2,000 - DREW FERGUSON FOR CONGRESS, PO BOX 387, WEST POINT, GA 31833-0387 $2,000 - FRIENDS OF NEAL DUNN, 2640A MITCHAM DRIVE, TALLAHASSEE, FL 32308 $5,000 - FRIENDS OF JOHN BARRASSO, PO BOX 52008, CASPER, WY 82605 $2,000 - FRIENDS OF SUSAN BROOKS, 9425 N MERIDIAN ST #237, INDIANAPOLIS, IN 46260 $5,000 - MICHAEL BURGESS FOR CONGRESS, PO BOX 2334, DENTON, TX 76202 $2,000 - PETE SESSIONS FOR CONGRESS, PO BOX 823047, DALLAS TX 75382 $2,000 - TIBERI FOR CONGRESS, 2931 E DUBLIN GRANVILLE ROADSUITE 190, COLUMBUS, OH 43231-2098 $2,000 - WALORSKI FOR CONGRESS, PO BOX 954, MISHAWAKA, IN 46546-095 $2,500 - RAUL RUIZ FOR CONGRESS - PO BOX 3433, PALM DESERT, CA 92261 $23 PAID TO BMO HARRIS BANK FOR BANK FEES. $100 WAS PAID TO THE STATE OF TENNESSEE FOR PAC FILING FEES $466 TO THE IRS FOR THE 2016 1120-POL TAX (INCLUDES PENALTY FOR 2000 RETURN) 26884 18854 8030 8030 X 3833145 106825 278420 385245 3447900 0 3447900 3669763 74585 74585 3595178 12317 12317 3607495 PART X, LINE 2: AAEM OPERATES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. AAEM HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. AAEM RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS 61,914. AAEM-PG REVENUE INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS 216,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS 1,451. AAEM-PG EXPENSES INCLUDED IN CONSOLIDATED AUDITED FINANCIAL STATEMENTS 73,134. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION PAYABLE TO FOUNDATION 12,317. EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EXPENSES RELATED TO MEETING 421864 0 0 0 0 0 0 421864 0 421864 0 0 0 0 0 0 PART I, LINE 3: THE ORGANIZATION HELD A JOINTLY PLANNED MEETING DURING SEPTEMBER 2017 IN LISBON, PORTUGAL. ALL RELATED EXPENSES TO THE MEETING WERE TRACKED SEPARATELY ON THE FINANCIAL STATEMENTS AND THIS PROVIDES THE BASIS FOR THE NUMBERS SHOWN IN PART 1, LINE 3(F). 1 JEM JOURNAL AWARD COMPETITION 4 5000 N/A N/A FORM 990, SCHEDULE I, PART III, THE ORGANIZATION PROVIDES SMALL AWARDS AT ITS ANNUAL SCIENTIFIC ASSEMBLY. THE PROCEDURES FOR HOW THESE AWARDS ARE PROVIDED ARE DOCUMENTED IN THE ORGANIZATION'S POLICES & PROCEDURES. FORM 990, PART VI, SECTION A, LINE 3 AAEM CONTRACTS WITH EXECUTIVE DIRECTOR INC. (A FOR-PROFIT MANAGEMENT COMPANY TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, AND OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD COSTS. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PAY YEARLY DUES. THE DUES PAYMENT INCLUDES A FREE REGISTRATION TO AAEM'S ANNUAL CONFERENCE (THE SCIENTIFIC ASSEMBLY), A JOURNAL SUBSCRIPTION, AND OTHER BENEFITS. FORM 990, PART VI, SECTION A, LINE 7A ANY ACADEMY MEMBER MAY NOMINATE ANOTHER MEMBER (INCLUDING HIM OR HERSELF) FOR AN OPEN POSITION ON THE BOARD OF DIRECTORS. EXCEPT FOR THE ASSOCIATE MEMBER DIRECTOR, ONLY VOTING MEMBERS MAY RUN FOR OPEN BOARD POSITIONS. NO ONE CAN VOTE WITHOUT PAYING DUES EXCEPT LIFETIME MEMBERS FORM 990, PART VI, SECTION B, LINE 11B BEFORE THE 990 IS FILED, IT IS MADE AVAILABLE TO THE ENTIRE BOARD. THE EXECUTIVE COMMITTEE REVIEWS THE RETURN IN FULL DETAIL BEFORE FILING FORM 990, PART VI, SECTION B, LINE 12C CORRECTIVE MEASURES TO CONFLICT OF INTEREST POLICY: IT IS AAEM'S PEROGATIVE, NOT THE DISCLOSING VOULNTEER LEADER'S, TO MAKE DETERMINATIONS REGARDING CORRECTIVE MEASURES WITH RESPECT TO "OTHER INTERESTS." THE GOVERNING BOARD OR ITS DELEGATED REPRESENTATIVES WILL DO SO. AMONG THE CORRECTIVE MEASUERS AVAILABLE TO BE RECOMMENDED ARE THESE: 1. DISCLOSURE TO THE GOVERNANCE BODY. IN MOST CASES, IT IS EXPECTED THAT THE POSSIBILITY OF SUBJECTIVITY OR BIAS WILL BE SUFFICIENTLY OFFSET BY DISCLOSING THE "OTHER INTEREST" TO THE GOVERNANCE BODY OF WHICH THE DISCLOSING VOULNTEER LEADER IS A MEMBER. THAT GOVERNANCE BODY WILL BE EXPECTED TO TAKE THE INDIVIDUAL'S "OTHER INTEREST" INTO CONSIDERATION WHEN DISCUSSIONS, DEBATES, OR DECISIONS OCCUR IN THE GOVERNANCE BODY. AAEM, ITS GOVERNING BOARD, AND THE VOULNTEER LEADER WILL ALL HAVE FULLY DISCHRGED THEIR DUTIES. 2. RECUSAL. IN SOME INSTANCES IT MAY BE DETERMINED THAT THE AVOIDANCE OF CONFLICTS OF INTEREST, OR EVEN THE MERE APPEARANCE OF CONFLICTS OF INTEREST, WILL DICTATE THAT THE DISCLOSING INDIVIDUAL SHOULD AVOID DISCUSSIONS, DEBATES, AND DECISION MAKING ON SUBJECTS RELATED TO THE DISCLOSURE. THE VOLUNTEER LEADER WILL REMAIN A MEMBER OF THE GOVERNANCE BODY AFFECTED BUT WILL WITHDRAW FROM PORTIONS OF MEETINGS OR ACTIVITIES APPROPRIATELY. 3. RESIGNATION. THERE COULD BE SITUATIONS, EXPECTED TO BE RARE, IN WHICH THE VOULNTEER LEADER'S "OTHER INTEREST" IS SO EXTENSIVE OR PERVASIVE THAT, IN THE VIEW OF AAEM'S GOVERNING BOARD OR ITS REPRESENTATIVES, THE LEADER'S INVOLVEMENT IN DISCUSSIONS, DEBATES, OR DECISION MAKING IN THE PERTINENT GOVERNING BODY ON ANY SUBJECT WILL BE ADVERSELY AFFECTED. IN THAT CASE THE LEADER WILL BE ASKED TO RESIGN. IF RESIGNATION IS NOT FORTHCOMING, THE GOVERNING BOARD WILL DECIDE ON ALTERNATIVES CONSISTENT WITH AAEM'S BYLAWS AND GOVERNING STATE LAW. FORM 990, PART VI, SECTION B, LINE 15 AAEM IS MANAGED BY EXECUTIVE DIRECTOR INCORPORATION, A FOR-PROFIT MANAGEMENT COMPANY. AAEM HAS NO OFFICIAL EMPLOYEES, BECAUSE ALL STAFF ASSIGNED TO AAEM ARE EMPLOYEES OF THE MANAGEMENT COMPANY. AAEM ALSO DOES NOT COMPENSATE DIRECTORS OR OTHER TOP OFFICIALS. AAEM ALSO DOES NOT HAVE ANYBODY WHO FITS THE DEFINITION OF A KEY EMPLOYEE. AAEM CONTRACTS WITH EXECUTIVE DIRECTOR INC. (A FOR PROFIT MANAGEMENT COMPANY) TO PROVIDE OFFICE FACILITIES, MANAGEMENT, RECORD KEEPING, ACCOUNTING, STORAGE, OTHER SIGNIFICANT SERVICES, PLUS RELATED OVERHEAD COSTS, THE ASSOCIATION MANAGEMENT FEE IS COMPARED TO DATA FROM THE BENCHMARKING SERIES PUBLICATION-OPERATING RATIO REPORT PROVIDED BY ASAE & THE CENTER INDUSTRY RESEARCH AND IS APPROVED BY THE AAEM BOARD OF DIRECTORS. THIS DATA OUTLINES PERCENTAGES OF AN ASSOCIATION'S BUDGET SPENT ON EXPENSE LINE ITEMS INCLUDED IN THE ASSOCIATION MANAGEMENT FEE. FORM 990, PART VI, SECTION C, LINE 19 AAEM'S 990 & 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. AAEM'S POLICIES ARE EITHER POSTED ON THE WEBSITE AND THOSE THAT ARE NOT POSTED ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E ORAL BOARD REVIEW COURSE 285,277. STATE CHAPTERS 266,277. ALL OTHER EXPENSES 215,325. IAEMC EXPENSES 7,237. AAEM SERVICES EXP - TEMPLATES 71. FORM 990, PART XI, LINE 9: CONTRIBUTION PAYABLE TO FOUNDATION 12,317. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS PROCESS FROM THE PRIOR YEAR. AAEM SERVICES LLC 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 391986932 TEMPLATE AND PEERCHART SALES WI 0 26065 AAEM AAEM FOUNDATION 555 E WELLS STREET STE 1100 MILWAUKEE WI 53202 202080841 PROTECTING RIGHTS OF PHYSICIANS AGAINST CORPORATIONS WI 501(C)(3) LINE 12B, II AAEM 0 AAEM RESIDENT & STUDENT ASSOCIATION 555 E WELLS STREET STE 1100 MILWAUKEE WA 53202 203315533 SUPPORT OF EM RESIDENTS & STUDENTS WI 501(C)(6) AAEM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0