2016-08-31T16:42:30-05:00 2015-12-31 861065772 DELOITTE TAX LLP 111 MONUMENT CIRCLE SUITE 4200 INDIANAPOLIS IN 462045108 990 2015-01-01 360727175 AMERICAN MEDICAL ASSOCIATION AMER 3124645000 330 N WABASH AVENUE NO 39300 CHICAGO IL 606115885 JAMES L MADARA MD EVP/CEO 3124645000 2016-08-31 1 SHAWNA M JIMENEZ P01222873 3174648600 2016-08-25 2015 2016-12-15 16:53:06Z JAMES L MADARA MD 330 N WABASH AVENUE NO 39300 CHICAGO IL 606115885 605394311 0 X WWW.AMA-ASSN.ORG X 1847 IL SEE SCHEDULE O. 21 21 1020 0 20417610 0 40805083 39843049 59720704 63430096 29112798 28947497 131729467 152114639 261368052 284335281 3635777 3538108 0 0 133869171 143754933 0 0 0 94363423 107026204 231868371 254319245 29499681 30016036 664330253 684343310 220123852 233369849 444206401 450973461 X TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. 0 0 SCIENTIFIC PUBLICATIONS - THE AMA PUBLISHED THE JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION AND TEN SPECIALTY JOURNALS. THESE JOURNALS ARE DISTRIBUTED TO MORE THAN 420,000 INDIVIDUAL RECIPIENTS IN PRINT WORLDWIDE, AS WELL AS MORE THAN 2,535 INSTITUTIONS WITH ELECTRONIC ACCESS. THE JOURNALS INCLUDED DEFINITIVE, PEER REVIEWED CLINICAL AND INVESTIGATIVE REPORTS SPANNING MAJOR MEDICAL DISCIPLINES TO SUPPORT INFORMED CLINICAL DECISION-MAKING AND TO ENABLE PHYSICIANS TO REMAIN CURRENT PROFESSIONALLY. THE AMA IS COMMITTED TO SEEKING CHANGE IN THE STATE AND FEDERAL LEGAL/REGULATORY ENVIRONMENTS TO PROTECT THE NEEDS OF PATIENTS AND ENABLE PHYSICIANS IN THEIR CARE. PREDOMINANT AREAS OF FOCUS ARE MEDICARE PAYMENT REFORM, CARE FOR THE UNINSURED, AND MEDICAL LIABILITY REFORM. THE AMA ALSO COMMITS TO HELPING PHYSICIANS OVERCOME SYSTEMIC BARRIERS TO EFFECTIVE PRACTICE MANAGEMENT, PARTICULARLY THOSE THAT INTERFERE WITH THE PATIENT-PHYSICIAN RELATIONSHIP OR IMPEDE THE ECONOMIC VIABILITY OF THE PHYSICIAN PRACTICE. A PREDOMINANT AREA OF FOCUS IS REFORM OF PRIVATE HEALTH PLAN PAYMENT AND RELATED PRACTICES. AMA CONTINUES TO DEVELOP AND APPLY AMA EXPERTISE TO ACHIEVE APPROPRIATE SCOPE OF PRACTICE REGULATIONS, ADDRESS THE SHORTFALL IN THE PHYSICIAN WORKFORCE RELATIVE TO PATIENT NEEDS AND MONITOR THE IMPACT OF CONSUMER-DRIVEN HEALTH PLANS ON DELIVERY OF HEALTH CARE. THE BOOK AND PRODUCT GROUP IS RESPONSIBLE FOR THE DEVELOPMENT AND SALES OF MEDICAL INFORMATION BOOKS AND PRODUCTS DESIGNED TO MEET THE NEEDS OF MEMBERS, POTENTIAL MEMBERS, CONSUMERS, AND BUSINESSES. THE COMPLETE CATALOG INCLUDES MEDICAL PRACTICE INFORMATION AND ETHICS TEXTS, CPT AND OTHER MEDICAL CODING TEXTS, AS WELL AS MANY OTHER RELEVANT TOPICS FOR THE MEDICAL PROFESSION. I. IMPROVING HEALTH OUTCOMES, QUALITY OF CARE AND PUBLIC HEALTHII. ACCELERATING CHANGE IN MEDICAL EDUCATION. ADVANCING IMPROVEMENTS IN UNDERGRADUATE MEDICAL EDUCATION, MEDICAL EDUCATION POLICY AND RESEARCH.III. IMPROVING PROFESSIONAL SATISFACTION AND PRACTICE SUSTAINABILITY FOR PHYSICIANS IN ALL PRACTICE TYPESIV. PROFESSIONALISM AND ETHICSV. GRADUATE MEDICAL EDUCATION POLICY & RESEARCHVI. CONTINUING MEDICAL EDUCATION POLICY & RESEARCHVII. SCIENCE, RESEARCH & TECHNOLOGYVIII. POLITICAL EDUCATIONIX. LEGAL REPRESENTATIONX. INTERNATIONAL MEDICINEXI. HEALTH POLICY RESEARCH & DEVELOPMENTXII. MEDICAL PRACTICE BOOKS, PRODUCTS & SERVICESXIII. MEDICAL STUDENT SERVICESXIV. RESIDENT PHYSICIAN SERVICESXV. YOUNG PHYSICIAN SERVICESXVI. HOSPITAL MEDICAL STAFF SERVICESXVII. MEDICAL SCHOOL SERVICESXVIII. MEDICAL SOCIETY RELATIONS 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 463 0 1 1020 1 1 1 1 UK 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DENISE HAGERTY 3124645000 330 N WABASH AVENUE SUITE 39300 CHICAGO IL 606115885 ROBERT M WAH MD PRESIDENT/PAST PRESIDENT 56.00 X 264848 0 18000 STEVEN JSTACK MD PRESIDENT-ELECT/PRESIDENT 54.00 X 286500 0 0 CARL A SIRIO MD TRUSTEE 21.00 X 76248 0 18000 BRUCE A SCOTT MD HOD VICE SPEAKER (BEG. JULY 2015) 11.00 X 22125 0 9000 JACK RESNECK MD TRUSTEE 16.00 X 67650 0 0 STEPHEN R PERMUT MD CHAIR ELECT/CHAIR 33.00 X 241916 0 0 ALBERT T OSBAHR MD TRUSTEE 20.00 X 77548 0 18000 BARBARA L MCANENY MD CHAIR/PAST CHAIR 26.00 X 167751 0 18000 RUSSELL WH KRIDEL MD TRUSTEE 15.00 X 64041 0 6000 ARDIS D HOVEN MD PAST PRESIDENT (THRU JUNE 2015) 35.00 X 146407 0 8250 GERALD E HARMON MD TRUSTEE 18.00 X 61026 0 16800 ANDREW W GURMAN MD HOD SPEAKER/PRESIDENT-ELECT 34.00 X 185601 0 18000 JESSE EHRENFELD MD TRUSTEE 11.00 X 73800 0 0 SUSAN R BAILEY MD HOD VICE SPEAKER/HOD SPEAKER 16.00 X 74676 0 0 MAYA A BABU MD MBA RESIDENT TRUSTEE 20.00 X 80200 0 0 GEORGIA A TUTTLE MD TRUSTEE 18.00 X 57900 0 18000 MARY ANNE MCCAFFREE MD TRUSTEE 22.00 X 76500 0 18000 SAMUEL MACKENZIE STUDENT TRUSTEE (THRU JUNE 2015) 20.00 X 30750 0 0 DINA MARIE PITTA MPP STUDENT TRUSTEE (BEG. JULY 2015) 12.00 X 30750 0 0 WILLIAM E KOBLER MD TRUSTEE 19.00 X 87300 0 0 PATRICE A HARRIS MD TRUSTEE/CHAIR ELECT 24.00 X 144900 0 0 JULIE K GOONEWARDENE PUBLIC TRUSTEE 11.00 X 66300 0 0 DAVID O BARBE MD PAST CHAIR/TRUSTEE 20.00 X 83700 0 0 BERNARD L HENGESBAUGH CHIEF OPERATING OFFICER 60.00 X 923639 0 62848 JAMES L MADARA MD EVP & CEO 60.00 X 1883388 0 151990 RICHARD A DEEM SVP, ADVOCACY 60.00 X 708400 0 34622 KENNETH J SHARIGIAN PHD CHIEF STRATEGY OFFICER 60.00 X 875917 0 26553 DENISE M HAGERTY SVP, CHIEF FINANCIAL OFFICER 60.00 X 656441 0 37341 JON N EKDAHL GENERAL COUNSEL 60.00 X 603400 0 67783 THOMAS J EASLEY SVP, PUBLISHER 60.00 X 627159 0 19433 MODENA H WILSON MD SVP & CHIEF HEALTH/SCIENCE 60.00 X 705288 0 46990 HOWARD C BAUCHNER MD SVP & EDITOR IN CHIEF 60.00 X 630963 0 56327 MONICA C WEHBY MD FORMER TRUSTEE 0.00 X 11561 0 0 REBECCA J PATCHIN MD FORMER TRUSTEE 0.00 X 16184 0 0 EDWARD L LANGSTON MD FORMER TRUSTEE 0.00 X 11045 0 0 10121822 0 669937 360 1 1 0 WS LIVE LLC 131 WEST 10TH STREET DUBUQUE IA 52001 PROVIDED TELEMARKETING SERVICES 1948961 PBD INC 1650 BLUEGRASS LAKES PARKWAY ALPHARETTA GA 30004 ORDER FULFILLMENT SERVICES 1845223 SILVERCHAIR 310 EAST MAIN STREET CHARLOTTESVILLE VA 22902 PROVIDED IT SERVICES 1821894 KLICK INC 175 BLOOR STREET EAST TORONTO, ONTARIO CA M4W 3R8 PROVIDED CONSULTING SERVICES 1431988 IMS HEALTH INC PO BOX 8500-4290 PHILADELPHIA PA 191784290 PROVIDED CONSULTING SERVICES 958773 99 39843049 39843049 SUBSCRIPTION 511120 36704855 36704855 CREDENTIALING SERVICES 541900 14181764 14181764 REPRINTS & PERMISSIONS 511190 3620324 3620324 EDUCATIONAL PROGRAMS 611710 2114740 2114740 GRAD MEDICAL PROGRAM 611710 685880 685880 6122533 6122533 63430096 9682386 -6324 9688710 97131030 97131030 615499 615499 0 0 332580674 15675 313296015 35223 19284659 -19548 19265111 19265111 40177174 7112293 33064881 33064881 ADVERTISING 541800 20210889 20210889 SUBSIDIARY SERVICE FEE 561000 799815 799815 908024 378742 213045 316237 21918728 284335281 97673534 20417610 126401088 3538108 7301844 38790 103178096 9270707 17035664 6929832 463676 242908 166322 16949612 6618613 3167839 10809298 236099 11037577 7148890 5348058 86047 9678084 937200 PUBLICATION COSTS 16816696 MEMBERSHIP SOLICITATION 5744947 MARKET RESEARCH 1729084 OUTBOUND TELEMARKETING 1476141 8369113 254319245 2467894 2611234 4174380 3156958 26723289 34166106 2718785 2587174 4625844 5824744 128863280 82565295 49998320 46297985 555559042 559215242 18062699 30483867 664330253 684343310 35119364 46671501 45015654 48152887 139988834 138545461 220123852 233369849 X 442360310 449237215 1846091 1736246 444206401 450973461 664330253 684343310 X 30016036 -37455652 14206676 X 0 1 X 1 1 1 0 0 0 0 0 0 39603011 21207073 21207073 19801505 1405568 31493745 6766326 24727419 4399256 1893284 2505972 92970279 73905685 19064594 46297985 1102884 PENSION LIABILITY 3495447 POST RETIREMENT HEALTHCARE LIABILITY 88926742 DEFERRED COMPENSATION 4980355 DEFERRED OFFICE RENT 21247016 DEFERRED TENANT ALLOWANCES RECEIVED 18638217 STATE INCOME TAX PAYABLE 154800 138545461 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES SUBSCRIPTIONS 218395 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES SUBSCRIPTIONS 57346 EAST ASIA AND THE PACIFIC 0 3 PROGRAM SERVICES SUBSCRIPTIONS 73234 0 7 0 0 0 7 348975 0 348975 0 0 0 0 0 0 1 ALLIANCE FOR HEALTH REFORM 1444 EYE STREET NW SUITE 912 WASHINGTON DC 20005 521746328 501(C)(3) 10000 SPONSOR OF THE 2015 ANNUAL DINNER. AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES 555 E WELLS ST SUITE 1100 MILWAUKEE WI 53202 362915937 501(C)(6) 50000 GRANT TO SUPPORT ORGANIZATION'S PROGRAMS AND SERVICES. ASSOCIATION OF STAFF PHYSICIAN RECRUITERS (ASPR) 1000 WESTGATE DRIVE SUITE 252 SAINT PAUL MN 55114 850406361 501(C)(6) 6000 SPONSORSHIP, CORPORATE CONTRIBUTOR PROGRAM FOR ANNUAL CONFERENCE. BROWN UNIVERSITY 164 ANGELL STREET PROVIDENCE RI 029129002 050258809 501(C)(3) 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. BRYCE HARLOW FOUNDATION 1700 NEW YORK AVENUE NW SUITE 400 WASHINGTON DC 20006 521266620 501(C)(3) 10000 CONTRIBUTION FOR THE 34TH ANNUAL AWARD'S DINNER. CALIFORNIA MEDICAL ASSOCIATION 1201 J STREET SUITE 200 SACRAMENTO CA 958142906 940359340 501(C)(6) 60000 GRANT, SCOPE OF PRACTICE MARKETING AND PUBLIC RELATIONS CAMPAIGN. CHILDRENS HOSPITAL CORPORATION DBA BOSTON CHILDRENS HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 30000 CONTRIBUTION, SMART PLATFORM PROJECT. BRANDEIS UNIVERSITY PO BOX 549110 WALTHAM MA 024549110 042103552 501(C)(3) 25000 SPONSOR PRINCETON CONFERENCE. DAVID A WINSTON HEALTH POLICY FELLOWSHIP 2000 14TH STREET NORTH STE 780 ARLINGTON VA 22201 521492039 501(C)(3) 15000 SPONSORSHIP OF 2016 HEALTH POLICY BALL. EAST CAROLINA UNIVERSITY 2200 S CHARLES BLVD GREENVILLE NC 278584353 566000403 STATE OF NC 215765 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. INNOVATION DEVELOPMENT INSTITUTE INC DBA MATTER 222 W MERCHANDISE MART PLAZA CHICAGO IL 60654 463253782 501(C)(3) 100000 SPONSORSHIP FOR DEVELOPMENT OF "MATTER" - A NEW HEALTHCARE INNOVATION HUB. NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM T 433 C WASHINGTON DC 200012721 530196932 501(C)(3) 10000 SUPPORT FOR ROUNDTABLE ON TRANSLATING GENOMIC-BASED RESEARCH FOR HEALTH. NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM T 433 C WASHINGTON DC 200012721 530196932 501(C)(3) 30000 SUPPORT FOR GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSIONAL EDUCATION. INSTITUTE ON MEDICINE AS A PROFESSION INC 622 W 168TH ST PRESBYTERIAN HOSPITAL BUILDING SUITE 15-25 NEW YORK NY 10032 331033330 501(C)(3) 20000 GRANT- TO SUPPORT IMAP'S DEVELOPMENT OF FUNDED CONTENT. MAINE MEDICAL ASSOCIATION 30 ASSOCIATION DRIVE MANCHESTER ME 04351 010216933 501(C)(6) 25000 GRANT TO SUPPORT ACTIVITIES RELATED TO LICENSURE OF CERTIFIED PROFESSIONAL MIDWIVES. MARCH OF DIMES 2700 SOUTH QUINCY STREET STE 220 ARLINGTON VA 22206 131846366 501(C)(3) 10000 SUPPORTER OF 2015 GOURMET GALA. MAYO CLINIC PO BOX 4008 ROCHESTER MN 559034008 416011702 501(C)(3) 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM T 433 C WASHINGTON DC 200012721 530196932 501(C)(3) 10000 SUPPORT FOR THE IOM ROUNDTABLE ON VALUE & SCIENCE DRIVEN HEALTH CARE. NATIONAL CONFERENCE OF STATE LEGISLATURES 7700 EAST FIRST PLACE DENVER CO 80230 742232576 501(C)(3) 17500 SPONSORSHIP OF NATIONAL CONFERENCE OF STATE LEGISLATURES. NEW JERSEY PSYCHIATRIC ASSOCIATION 208 LENOX AVENUE 198 WESTFIELD NJ 07090 210736620 501(C)(6) 72000 GRANT TO SUPPORT ACTIVITIES RELATED TO PSYCHOLOGIST PRESCRIBING. NEW YORK UNIVERSITY SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 215534 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. OHIO STATE MEDICAL ASSOCIATION 3401 MILL RUN DRIVE HILLIARD OH 43026 314364893 501(C)(6) 60000 GRANT TO SUPPORT ACTIVITIES RELATED TO APRN INDEPENDENT PRACTICE. OKLAHOMA OSTEOPATHIC ASSOCIATION 4848 N LINCOLN BOULEVARD OKLAHOMA CITY OK 73105 730757525 501(C)(6) 19200 SUPPORT ACTIVITIES RELATED TO ACCESS TO PHYSICAL THERAPISTS WITHOUT A PHYSICIAN. THE OREGON HEALTH & SCIENCE UNIVERSITY 690 SW BANCROFT ST L106SPA PORTLAND OR 972393098 931176109 STATE OF OR 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. PCPI FOUNDATION 330 N WABASH AVENUE SUITE 39300 CHICAGO IL 606115885 300590166 501(C)(3) 140000 GENERAL SUPPORT FOR QUALITY INITIATIVE. PENNSYLVANIA STATE UNIVERSITY 44 EAST GRANADA AVE SUITE 1100 HERSHEY PA 17033 246000376 STATE OF PA 215909 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. PREVENT CANCER FOUNDATION 1600 DUKE STREET SUITE 500 ALEXANDRIA VA 22314 521429544 501(C)(3) 10000 SPONSOR OF ANNUAL SPRING GALA. REGENTS OF THE UNIVERSITY OF CALIFORNIA 1855 FOLSOM STREET SAN FRANCISCO CA 94103 946036493 STATE OF CA 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR MI 481091274 396006309 STATE OF MI 215999 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR MI 481091274 396006309 STATE OF MI 35000 GRANT - TO DEVELOP INNOVATIVE STRATEGIES FOR TRANSFORMING THE EDUCATION OF PHYSICIANS. RESEARCH AMERICA 1101 KING STREET SUITE 520 ALEXANDRIA VA 22314 521609875 501(C)(3) 60000 SPONSORSHIP - ADVOCACY AWARDS DINNER & UNDERWRITING SPONSOR POLL DATA SUMMARY VOLUME 14. SOCIETY FOR WOMENS HEALTH RESEARCH 1025 CONNECTICUT AVENUE NW SUITE 601 WASHINGTON DC 20036 521694732 501(C)(3) 25000 SPONSOR TABLE FOR 25TH ANNIVERSARY GALA DINNER. THE TRUSTEES OF INDIANA UNIVERSITY 980 INDIANA AVE INDIANAPOLIS IN 45202 356001673 STATE OF IN 216000 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. US CAPITOL HISTORICAL SOCIETY 200 MARYLAND AVENUE NE WASHINGTON DC 20002 520796820 501(C)(3) 10000 SUPPORT TO PRESERVE AND INTERPRET THE HISTORY OF THE CAPITOL AND THE CONGRESS. VANDERBILT UNIVERSITY MEDICAL CENTER 1501 NORTH PLANO ROAD RICHARDSON TX 75081 620476822 501(C)(3) 215553 GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. WINDOW TO THE WORLD (WTTW) 5400 NORTH ST LOUIS AVENUE CHICAGO IL 60625 362246703 501(C)(3) 250000 SPONSORSHIP - FOR 1 HOUR PBS DOCUMENTARY "HOPE FOR HEALTHCARE IN THE U.S." 30 7 PART I, LINE 2: THE AMA PROVIDES GRANTS AND ASSISTANCE TO ORGANIZATIONS THAT ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE MEDICAL FIELD. THE AMA MAINTAINS CONTACT WITH THE GRANTEES THROUGH THE PERFORMANCE OF ITS EXEMPT ACTIVITIES. X X 1 1 X X X X 0 1 0 ROBERT M WAH MD PRESIDENT/PAST PRESIDENT 258500 0 0 0 6348 0 18000 0 0 0 282848 0 0 0 STEVEN JSTACK MD PRESIDENT-ELECT/PRESIDENT 276500 0 0 0 10000 0 0 0 0 0 286500 0 0 0 STEPHEN R PERMUT MD CHAIR ELECT/CHAIR 234500 0 0 0 7416 0 0 0 0 0 241916 0 0 0 BARBARA L MCANENY MD CHAIR/PAST CHAIR 162500 0 0 0 5251 0 18000 0 0 0 185751 0 0 0 ARDIS D HOVEN MD PAST PRESIDENT (THRU JUNE 2015) 128750 0 0 0 17657 0 8250 0 0 0 154657 0 17657 0 ANDREW W GURMAN MD HOD SPEAKER/PRESIDENT-ELECT 180350 0 0 0 5251 0 18000 0 0 0 203601 0 0 0 BERNARD L HENGESBAUGH CHIEF OPERATING OFFICER 571857 0 334750 0 17032 0 15900 0 46948 0 986487 0 0 0 JAMES L MADARA MD EVP & CEO 969591 0 886799 0 26998 0 96900 0 55090 0 2035378 0 0 0 RICHARD A DEEM SVP, ADVOCACY 449997 0 247450 0 10953 0 15900 0 18722 0 743022 0 0 0 KENNETH J SHARIGIAN PHD CHIEF STRATEGY OFFICER 522079 0 334750 0 19088 0 15900 0 10653 0 902470 0 0 0 DENISE M HAGERTY SVP, CHIEF FINANCIAL OFFICER 366584 0 204310 0 85547 0 15900 0 21441 0 693782 0 0 0 JON N EKDAHL GENERAL COUNSEL 437436 0 131050 0 34914 0 15900 0 51883 0 671183 0 0 0 THOMAS J EASLEY SVP, PUBLISHER 390393 0 232900 0 3866 0 15900 0 3533 0 646592 0 0 0 MODENA H WILSON MD SVP & CHIEF HEALTH/SCIENCE 447047 0 237750 0 20491 0 15900 0 31090 0 752278 0 0 0 HOWARD C BAUCHNER MD SVP & EDITOR IN CHIEF 619910 0 100 0 10953 0 15900 0 40427 0 687290 0 0 0 MONICA C WEHBY MD FORMER TRUSTEE 0 0 0 0 11561 0 0 0 0 0 11561 0 11561 0 REBECCA J PATCHIN MD FORMER TRUSTEE 0 0 0 0 16184 0 0 0 0 0 16184 0 16184 0 EDWARD L LANGSTON MD FORMER TRUSTEE 0 0 0 0 11045 0 0 0 0 0 11045 0 11045 0 PART I, LINE 1A AMA REIMBURSES TWO SENIOR EXECUTIVES LISTED ON PART VII FOR MEMBERSHIP DUES IN LUNCHEON OR SOCIAL BUSINESS CLUBS. THE DUES ARE TAXABLE TO THE INDIVIDUAL TO THE EXTENT USED FOR PERSONAL PURPOSES. EXPENSES RELATED TO BUSINESS UTILIZATION OF THE THESE CLUBS ARE SUBJECT TO THE ORGANIZATION'S TRAVEL AND ENTERTAINMENT EXPENSE POLICY. ALL EXECUTIVES ARE REIMBURSED FOR HEALTH CLUB DUES WHICH ARE REPORTED AS COMPENSATION TO THE INDIVIDUAL, TO THE EXTENT REIMBURSED. IN RARE INSTANCES FOR MEMBERS OF THE BOARD, IT IS RECOGNIZED THAT SHORT NOTICE ASSIGNMENTS MAY REQUIRE FIRST CLASS TRAVEL BECAUSE OF THE LACK OF AVAILABILITY OF COACH SEATING. THIS MUST BE AUTHORIZED WHEN NECESSARY BY THE BOARD CHAIR, PRIOR TO TRAVEL. THE PRESIDENTS (PRESIDENT, IMMEDIATE PAST PRESIDENT AND PRESIDENT ELECT) WILL EACH HAVE ACCESS TO AN INDIVIDUAL $2,500 MAXIMUM ALLOWANCE (PER TERM) TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS. PART I, LINE 4B AMA ESTABLISHED A KEY EMPLOYEE OPTION PLAN AND AN OPTION PLAN FOR TRUSTEES IN 1997. THESE PLANS WERE SUSPENDED IN 2002, PURSUANT TO A CHANGE IN IRS REGULATIONS. IN ADDITION, THE AMA HAS A DEFERRED COMPENSATION PLAN AS DEFINED IN SECTION 457(B) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT OF THE AMA. UNDER THIS PLAN, INDIVIDUALS MAY DEFER UP TO THE ANNUAL AMOUNT PERMITTED BY THE INTERNAL REVENUE CODE. THE AMA MAKES NO CONTRIBUTIONS TO THIS PLAN. CONTRIBUTIONS BY THE PARTICIPANTS ARE INCLUDED IN THE COMPENSATION INFORMATION ABOVE; EMPLOYEE CONTRIBUTIONS ARE INCLUDED IN COLUMN B(I) AND BOARD OF TRUSTEE CONTRIBUTIONS ARE INCLUDED IN COLUMN C. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A DEFERRED COMPENSATION PLAN AFTER LEAVING THE AMA, WHICH ARE INCLUDED IN COLUMN B(III) AND COLUMN F: EDWARD L. LANGSTON, M.D. $11,045 REBECCA J. PATCHIN, M.D. $16,184 ARDIS D. HOVEN, M.D. $17,657 MONICA C. WEHBY, M.D. $11,561 IN 2011, AMA AND JAMES L. MADARA ENTERED INTO A DEFERRED COMPENSATION AGREEMENT SUBJECT TO SECTION 457(F) OF THE INTERNAL REVENUE CODE, CALLING FOR ANNUAL CONTRIBUTIONS BY THE AMA TO THE DEFERRED ACCOUNT. THE ACCOUNT VESTS OVER TIME AND PAYMENT OF UNDISTRIBUTED AMOUNTS WILL OCCUR ON THE VESTING DATES. THE ANNUAL CONTRIBUTION IS INCLUDED IN COLUMN C ABOVE. FORM 990, PART I, LINE 1: TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN MEDICAL ASSOCIATION (AMA) IS COMPOSED OF INDIVIDUAL MEMBERS WHO ARE REPRESENTED IN THE HOUSE OF DELEGATES, A POLICY MAKING BODY, THROUGH STATE ASSOCIATIONS AND OTHER CONSTITUENT ASSOCIATIONS, NATIONAL MEDICAL SPECIALTY SOCIETIES AND OTHER ENTITIES TO WHICH THEY BELONG. MEMBERS MUST POSSESS THE UNITED STATES DEGREE OF DOCTOR OF MEDICINE (MD) OR DOCTOR OF OSTEOPATHIC MEDICINE (DO), OR A RECOGNIZED INTERNATIONAL EQUIVALENT OR BE MEDICAL STUDENTS IN EDUCATIONAL PROGRAMS PROVIDED BY A COLLEGE OF MEDICINE OR OSTEOPATHIC MEDICINE ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION OR THE AMERICAN OSTEOPATHIC ASSOCIATION LEADING TO THE MD OR DO DEGREE. FORM 990, PART VI, SECTION A, LINE 7A ALL TWENTY-ONE MEMBERS OF THE AMA BOARD OF TRUSTEES, THE GOVERNING BODY, ARE ELECTED BY THE AMA HOUSE OF DELEGATES. THE HOUSE OF DELEGATES INCLUDES DELEGATES FROM STATE, TERRITORIAL, NATIONAL SPECIALTY OR PROFESSIONAL INTEREST MEDICAL ASSOCIATIONS THAT QUALIFY UNDER THE AMA BY-LAWS, PLUS THE FIVE FEDERAL SERVICES AND CERTAIN INTERNAL SECTIONS AND CONSORTIUMS. FORM 990, PART VI, SECTION B, LINE 11 AMA'S 2015 FORM 990 WAS PREPARED BY DELOITTE TAX LLP USING THE INFORMATION PROVIDED BY AMA. THE COMPLETED FORM 990 WAS REVIEWED BY AMA'S FINANCE MANAGEMENT BEFORE BEING REVIEWED BY THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES. THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES REVIEWED THE FORM 990 FOR 2015 AT A REGULARLY SCHEDULED BOARD MEETING. ALL 21 BOARD MEMBERS RECEIVED A COPY OF THE RETURN AND THE COMMITTEE REPORTED ON THE REVIEW OF THE FORM 990 TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF GENERAL COUNSEL AND THE ORGANIZATION AND OPERATIONS COMMITTEE OF THE AMA BOARD OF TRUSTEES THROUGHOUT THE COURSE OF THE YEAR REVIEW BOARD MEMBER AND KEY EMPLOYEE DISCLOSURES OF ACTIVITIES AND AFFILIATIONS FROM A CONFLICT OF INTEREST STANDPOINT. WRITTEN ANALYSES ARE PREPARED AND RECOMMENDATIONS MADE TO THE BOARD AS TO WHETHER CONFLICTS EXIST. ANNUALLY, THE OFFICE OF GENERAL COUNSEL REVIEWS AND ANALYZES ALL BOARD AND KEY EMPLOYEE CONFLICT OF INTEREST DISCLOSURES, AND PREPARES A WRITTEN ANALYSIS OF SAME. FORM 990, PART VI, SECTION B, LINE 15 BASE SALARY AND INCENTIVE OPPORTUNITY OF THE CEO IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE AMA BOARD OF TRUSTEES AFTER REVIEW OF EXTERNAL COMPENSATION DATA PROVIDED BY INDEPENDENT THIRD PARTY COMPENSATION CONSULTING/SURVEY FIRMS. COMPARABILITY DATA IS UPDATED AS NECESSARY. THE COMPENSATION COMMITTEE'S RECOMMENDATION FOR THE CEO IS SUBJECT TO APPROVAL BY THE FULL BOARD. BASE SALARY AND INCENTIVES FOR ALL SENIOR VICE PRESIDENTS ARE ALSO REVIEWED BY THE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. COMPENSATION OF KEY EMPLOYEES IS ALSO MATCHED TO MARKET USING INDEPENDENT COMPENSATION SURVEY DATA. THIS DATA IS UPDATED AS MARKET CONDITIONS DICTATE. AN INDEPENDENT COMPENSATION CONSULTANT WAS EMPLOYED BY THE COMPENSATION COMMITTEE TO ASSIST THE COMMITTEE IN REVIEWING EXECUTIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AMA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL REPORT TO THE PUBLIC BY POSTING THE ABOVE ITEMS ON THE AMA'S WEBSITE. FORM 990, PART XI, LINE 9: EQUITY IN EARNINGS OF SUBSIDIARY 9,921,169. DEFINED BENEFIT POSTRETIREMENT PLANS OTHER THAN EXPENSE 4,285,507. 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