AMERICAN MEDICAL ASSOCIATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN MEDICAL ASSOCIATION (EIN 36-0727175)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-15
- IRS object ID
- 201541059349301204
- Schema version
- 2014v5.0
- 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 | 2015-04-15T13:56:46-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE SUITE 2000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462045108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 360727175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN MEDICAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3124645000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE NO 39300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115885 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES L MADARA MD | PersonNm |
| Person Title | EVP/CEO | PersonTitleTxt |
| Phone | 3124645000 | PhoneNum |
| Signature | 2015-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAWNA M JIMENEZ | PreparerPersonNm |
| PTIN | P01222873 | PTIN |
| Phone | 3174648600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES L MADARA MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE NO 39300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115885 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $500,926,692 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AMA-ASSN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1847 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 995 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $16,171,477 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,222,508 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $40,219,936 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,805,083 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,100,928 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $59,720,704 | CYProgramServiceRevenueAmt |
| PY Investment Income | $29,567,597 | PYInvestmentIncomeAmt |
| CY Investment Income | $29,112,798 | CYInvestmentIncomeAmt |
| PY Other Revenue | $129,633,818 | PYOtherRevenueAmt |
| CY Other Revenue | $131,729,467 | CYOtherRevenueAmt |
| PY Total Revenue | $258,522,279 | PYTotalRevenueAmt |
| CY Total Revenue | $261,368,052 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,849,612 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,635,777 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $133,651,220 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $133,869,171 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $129,978,428 | PYOtherExpensesAmt |
| CY Other Expenses | $94,780,367 | CYOtherExpensesAmt |
| PY Total Expenses | $265,479,260 | PYTotalExpensesAmt |
| CY Total Expenses | $232,285,315 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,956,981 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $29,082,737 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $662,412,060 | TotalAssetsBOYAmt |
| Total Assets EOY | $664,330,253 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $208,169,736 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,123,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $454,242,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $444,206,401 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SCIENTIFIC PUBLICATIONS - THE AMA PUBLISHED THE JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION AND NINE SPECIALTY JOURNALS. THESE JOURNALS WERE DISTRIBUTED TO MORE THAN 600,000 INDIVIDUAL RECIPIENTS WORLDWIDE. 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 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 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 408 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 995 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | 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 | DENISE M HAGERTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3124645000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N WABASH AVENUE SUITE 39300 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606115885 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOSEPH P ANNIS MD | |||||||||
| TRUSTEE (THRU JUNE 2014) | 12.00 | Yes (X) | $38,167 | $0 | $8,750 | ||||
| MAYA A BABU MD MBA | |||||||||
| TRUSTEE | 17.00 | Yes (X) | $71,700 | $0 | $0 | ||||
| SUSAN R BAILEY MD | |||||||||
| HOD VICE-SPEAKER | 16.00 | Yes (X) | $80,448 | $0 | $0 | ||||
| DAVID O BARBE MD | |||||||||
| CHAIR/PAST CHAIR | 23.00 | Yes (X) | $178,700 | $0 | $0 | ||||
| JESSE EHRENFELD MD | |||||||||
| TRUSTEE (BEGINNING JULY 2014) | 4.00 | Yes (X) | $31,125 | $0 | $0 | ||||
| JULIE K GOONEWARDENE | |||||||||
| TRUSTEE | 10.00 | Yes (X) | $61,500 | $0 | $0 | ||||
| ANDREW W GURMAN MD | |||||||||
| HOD SPEAKER | 23.00 | Yes (X) | $85,526 | $0 | $17,500 | ||||
| GERALD E HARMON MD | |||||||||
| TRUSTEE | 17.00 | Yes (X) | $55,092 | $0 | $14,400 | ||||
| PATRICE A HARRIS MD | |||||||||
| TRUSTEE | 18.00 | Yes (X) | $78,300 | $0 | $0 | ||||
| ARDIS D HOVEN MD | |||||||||
| PRESIDENT/PAST PRESIDENT | 43.00 | Yes (X) | $270,000 | $0 | $16,500 | ||||
| WILLIAM E KOBLER MD | |||||||||
| TRUSTEE | 16.00 | Yes (X) | $74,700 | $0 | $0 | ||||
| RUSSELL KRIDEL MD | |||||||||
| TRUSTEE (BEGINNING JULY 2014) | 14.00 | Yes (X) | $30,750 | $0 | $0 | ||||
| JEREMY A LAZARUS MD | |||||||||
| PAST PRESIDENT (THRU JUNE 2014) | 34.00 | Yes (X) | $137,124 | $0 | $17,500 | ||||
| SAMUEL MACKENZIE | |||||||||
| TRUSTEE (BEGINNING JULY 2014) | 16.00 | Yes (X) | $30,750 | $0 | $0 | ||||
| BARBARA L MCANENY MD | |||||||||
| CHAIR ELECT/CHAIR | 23.00 | Yes (X) | $224,376 | $0 | $17,500 | ||||
| MARY ANNE MCCAFFREE MD | |||||||||
| TRUSTEE | 21.00 | Yes (X) | $71,600 | $0 | $17,500 | ||||
| ALBERT T OSBAHR MD | |||||||||
| TRUSTEE | 20.00 | Yes (X) | $70,829 | $0 | $17,419 | ||||
| STEPHEN R PERMUT MD | |||||||||
| TRUSTEE/CHAIR ELECT | 26.00 | Yes (X) | $155,356 | $0 | $0 | ||||
| JACK RESNECK MD | |||||||||
| TRUSTEE (BEGINNING JULY 2014) | 18.00 | Yes (X) | $38,070 | $0 | $0 | ||||
| RYAN J RIBEIRA | |||||||||
| TRUSTEE (THRU JUNE 2014) | 16.00 | Yes (X) | $30,750 | $0 | $0 | ||||
| CARL A SIRIO MD | |||||||||
| TRUSTEE | 22.00 | Yes (X) | $79,748 | $0 | $17,500 | ||||
| STEVEN JSTACK MD | |||||||||
| PAST CHAIR/PRES-ELECT | 36.00 | Yes (X) | $208,050 | $0 | $0 | ||||
| GEORGIA A TUTTLE MD | |||||||||
| TRUSTEE | 13.00 | Yes (X) | $49,800 | $0 | $17,500 | ||||
| ROBERT M WAH MD | |||||||||
| PRES-ELECT/PRESIDENT | 53.00 | Yes (X) | $270,548 | $0 | $17,500 | ||||
| JAMES L MADARA MD | |||||||||
| EVP & CEO | 37.00 | $1,882,047 | $0 | $152,969 | Yes (X) | ||||
| BERNARD L HENGESBAUGH | |||||||||
| CHIEF OPERATING OFFICER | 60.00 | $907,939 | $0 | $62,198 | Yes (X) | ||||
| KENNETH SHARIGAN PHD | |||||||||
| CHIEF STRATEGY OFFICER | 60.00 | $813,574 | $0 | $26,359 | Yes (X) | ||||
| RICHARD A DEEM | |||||||||
| SVP, ADVOCACY | 60.00 | $727,357 | $0 | $35,275 | Yes (X) | ||||
| HOWARD C BAUCHNER MD | |||||||||
| SVP & EDITOR IN CHIEF | 60.00 | $664,650 | $0 | $56,317 | Yes (X) | ||||
| MODENA H WILSON MD | |||||||||
| SVP, PROF STANDARDS | 60.00 | $655,649 | $0 | $46,902 | Yes (X) | ||||
| THOMAS J EASLEY | |||||||||
| SVP, PUBLISHER | 60.00 | $587,686 | $0 | $18,521 | Yes (X) | ||||
| JON N EKDAHL | |||||||||
| GENERAL COUNSEL | 60.00 | $586,603 | $0 | $68,514 | Yes (X) | ||||
| EDWARD L LANGSTON MD | |||||||||
| FORMER TRUSTEE | 0.00 | $10,926 | $0 | $0 | Yes (X) | ||||
| REBECCA J PATCHIN MD | |||||||||
| FORMER TRUSTEE | 0.00 | $14,242 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $9,273,682 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $646,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 335 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| WS LIVE LLC | ||||||||||
| 131 WEST 10TH STREET | DUBUQUE | IA | 52001 | PROVIDED TELEMARKETING SERVICES | $1,759,272 | |||||
| SILVERCHAIR | ||||||||||
| 310 EAST MAIN STREET | CHARLOTTESVILLE | VA | 22902 | PROVIDED IT SERVICES | $1,422,475 | |||||
| PBD INC | ||||||||||
| 1650 BLUEGRASS LAKES PARKWAY | ALPHARETTA | GA | 30004 | ORDER FULFILLMENT SERVICES | $1,328,250 | |||||
| KLICK INC | ||||||||||
| PROVIDED CONSULTING SERVICES | $1,075,431 | 175 BLOOR STREET EAST | TORONTO | ONTAIRO | CA | M4W 3R8 | ||||
| RAND CORPORATION | ||||||||||
| 1700 MAIN STREET | SANTA MONICA | CA | 904072138 | RESEARCH CONSULTING SERVICES | $677,090 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 74 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $40,805,083 | MembershipDuesAmt |
| Total Contributions | $40,805,083 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTION | 511120 | $35,253,804 | $35,253,804 |
| CREDENTIALING SERVICES | 541900 | $13,811,610 | $13,811,610 |
| REPRINTS & PERMISSIONS | 511190 | $2,418,472 | $2,418,472 |
| EDUCATIONAL PROGRAMS | 611710 | $1,859,415 | $1,859,415 |
| GRAD MEDICAL PROGRAM | 611710 | $686,850 | $686,850 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,690,553 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,690,553 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $59,720,704 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,323,359 | TotalRevenueColumnAmt |
| Exclusion | $9,323,359 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $81,973,205 | TotalRevenueColumnAmt |
| Exclusion | $81,973,205 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $519,898 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $519,898 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,902,334 | SecuritiesAmt |
| Other | $179,084 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $233,119,455 | SecuritiesAmt |
| Other | $172,524 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,782,879 | SecuritiesAmt |
| Other | $6,560 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,789,439 | TotalRevenueColumnAmt |
| Exclusion | $19,789,439 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $37,309,550 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,746,763 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,562,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,562,787 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| ADVERTISING | 541800 | $16,050,642 | $16,050,642 | |
| SUBSIDIARY SERVICE FEE | 561000 | $707,092 | $707,092 | |
| DATA SALES | 541900 | $358,285 | $358,285 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,077,456 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $481,410 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $120,835 | UnrelatedBusinessRevenueAmt |
| Exclusion | $475,211 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $18,193,475 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $261,368,052 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,830,278 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $16,171,477 | UnrelatedBusinessRevenueAmt |
| Exclusion | $111,561,214 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,635,777 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,447,664 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,649,773 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,036,140 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,220,804 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,514,790 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,925 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,616 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,765 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,519,897 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,609,642 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,395,936 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,075,469 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,042 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,988,366 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,565,307 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,747,969 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,610 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,793,738 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $938,071 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PUBLICATIONS COSTS | $16,306,158 |
| MEMBERSHIP SOLICITATION | $5,080,385 |
| MARKET RESEARCH | $1,660,738 |
| OUTBOUND TELEMARKETING | $1,482,830 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,376,903 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,285,315 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,522,677 | BOYAmt |
| EOY | $2,467,894 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,663 | BOYAmt |
| EOY | $4,174,380 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,998,183 | BOYAmt |
| EOY | $26,723,289 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,325 | BOYAmt |
| EOY | $2,718,785 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,532,258 | BOYAmt |
| EOY | $4,625,844 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $123,724,700 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,726,380 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,567,300 | BOYAmt |
| EOY | $49,998,320 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $537,413,726 | BOYAmt |
| EOY | $555,559,042 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,065,928 | BOYAmt |
| EOY | $18,062,699 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,412,060 | BOYAmt |
| EOY | $664,330,253 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,318,981 | BOYAmt |
| EOY | $36,337,613 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,135,972 | BOYAmt |
| EOY | $45,015,654 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,714,783 | BOYAmt |
| EOY | $138,770,585 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $208,169,736 | BOYAmt |
| EOY | $220,123,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $452,390,156 | BOYAmt |
| EOY | $442,360,310 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,852,168 | BOYAmt |
| EOY | $1,846,091 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $454,242,324 | BOYAmt |
| EOY | $444,206,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662,412,060 | BOYAmt |
| EOY | $664,330,253 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $29,082,737 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,334,690 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$21,783,970 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $0 | PoliticalExpendituresAmt |
| Expended527 Activities | $0 | Expended527ActivitiesAmt |
| Internal Funds Contributed | $0 | InternalFundsContributedAmt |
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
| Dues Assessments | $40,805,083 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $18,788,157 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $18,788,157 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $22,305,219 | AggregateReportedDuesNtcAmt |
| Taxable | -$3,517,062 | TaxableAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,453,109 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,676,629 | DepreciationAmt |
| Book Value | $26,776,480 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,265,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,354,856 | DepreciationAmt |
| Book Value | $2,910,637 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,006,098 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,694,895 | DepreciationAmt |
| Book Value | $20,311,203 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $49,998,320 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $16,041,047 |
| PENSION LIABILITY | $4,653,801 |
| POST RETIREMENT HEALTHCARE BENEFIT LIABILITY | $83,023,219 |
| DEFERRED COMPENSATION | $4,847,107 |
| DEFERRED TENANT ALLOWANCES RECEIVED | $20,173,432 |
| RESERVE FOR SUBLEASED OFFICE SPACE | $252,460 |
| RESERVE FOR OFFICE LEASE TERMINATION | $9,779,519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $138,770,585 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPLANATION: FIN 48 (ASC 740) LIABILITY FOR UNCERTAIN TAX POSITIONS: IN JUNE 2006, THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) RELEASED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AN INTERPRETATION OF FASB STATEMENT NO. 109 (WHICH IS CURRENTLY PART OF AASC TOPIC 740). ASC TOPIC 740 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN IN THE COURSE OF PREPARING THE AMA'S TAX RETURNS TO DETERMINE WHETHER TAX POSITIONS ARE "MORE-THAN-LIKELY-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAXING AUTHORITY. TAX BENEFITS OR POSITIONS NOT DEEMED TO MEET THE "MORE-THAN-LIKELY-NOT" THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. THE AMA ADOPTED ASC TOPIC 740 IN 2009 AND AS THE IMPACT OF ADOPTION WAS NOT MATERIAL, NO DISCLOSURE IS INCLUDED IN THE FOOTNOTES. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 1 | PROGRAM SERVICES | SUBSCRIPTIONS | $82,471 |
| CENTRAL AMERICA & THE CARIBBEAN | 0 | 1 | PROGRAM SERVICES | SUBSCRIPTIONS | $91,244 |
| EAST ASIA AND THE PACIFIC | 0 | 2 | PROGRAM SERVICES | SUBSCRIPTIONS | $25,455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $199,170 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $199,170 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MEDICAL ASSOCIATION ALLIANCE | ||||||||
| 550M RITCHIE HIGHWAY 271 | SEVERNA PARK | MD | 21146 | 362002758 | 501(C)(4) | $7,500 | SUPPORT FOR RESILIENT PHYSICIAN FAMILY WORKSHOP. | |
| ASSOCIATION OF AMERICAN MEDICAL COLLEGES | ||||||||
| 2450 N STREET NW | WASHINGTON | DC | 20037 | 362169124 | 501(C)(3) | $13,118 | SUPPORT LCME PROGRAM EXPENSES FOR THE PERIOD JULY 1 - SEPT 30 2014. | |
| AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES | ||||||||
| 555 E WELLS STREET SUITE 1100 | MILWAUKEE | WI | 53202 | 362915937 | 501(C)(6) | $50,000 | 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)(3) | $6,000 | SPONSORSHIP, CORPORATE CONTRIBUTOR PROGRAM FOR ANNUAL CONFERENCE. | |
| BROWN UNIVERSITY | ||||||||
| 164 ANGELL STREET | PROVIDENCE | RI | 029129002 | 050258809 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| DAVID A WINSTON HELATH POLICY FELLOWSHIP | ||||||||
| 2000 14TH STREET NORTH STE 780 | ARLINGTON | VA | 22201 | 521492039 | 501(C)(3) | $26,000 | SPONSORSHIP FOR HEALTH POLICY BALL. | |
| EAST CAROLINA UNIVERSITY | ||||||||
| 2200 S CHARLES BLVD | GREENVILLE | NC | 278584353 | 566000403 | 501(C)(3) | $214,672 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| ILLINOIS STATE MEDICAL SOCIETY | ||||||||
| 20 NORTH MICHIGAN AVE | CHICAGO | IL | 60602 | 362436054 | 501(C)(3) | $50,000 | GRANT TO SUPPORT OPPOSITION TO PSYCHOLOGISTS' AUTHORITY TO PRESCRIBE MEDICATION. | |
| MARCH OF DIMES | ||||||||
| 2700 SOUTH QUINCY STREET STE 220 | ARLINGTON | VA | 22206 | 131846366 | 501(C)(3) | $10,000 | SUPPORTER OF 2014 MARCH OF DIMES GALA. | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW ROOM T 433 C | WASHINGTON | DC | 200012721 | 530196932 | 501(C)(3) | $30,000 | SPONSOR OF GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSIONAL EDUCATION. | |
| COUNCIL ON HEALTH CARE ECONOMICS AND POLICY | ||||||||
| BRANDEIS U PO BOX 549110 | WALTHAM | MA | 024549110 | 042103552 | 501(C)(3) | $25,000 | SPONSOR PRINCETON CONFERENCE. | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 1800 M STREET NW SUITE 750 SOUTH | WASHINGTON | DC | 20036 | 530237585 | 501(C)(3) | $10,000 | SPONSORSHIP FOR 2014 MULTIPLE SCLEROSIS WALK AND AMBASSADORS BALL. | |
| EHEALTH INITIATIVE | ||||||||
| 818 CONNECTICUT AVENUE NW SUITE 500 | WASHINGTON | DC | 20006 | 522303820 | 501(C)(6) | $10,000 | SPONSORSHIP - FOR ANNUAL MEETING - EHR USABILITY PRIORITIES. | 500 |
| RESEARCH AMERICA | ||||||||
| 1101 KING STREET SUITE 520 | ALEXANDRIA | VA | 22314 | 521609875 | 501(C)(3) | $60,000 | SPONSORSHIP, ADVOCACY AWARDS DINNER & UNDERWRITING POLL DATA. | |
| AMERICAN MEDICAL WOMEN'S ASSOCIATION | ||||||||
| 12100 SUNSET HILLS ROAD SUITE 130 | RESTON | VA | 20190 | 136163539 | 501(C)(3) | $6,450 | SUPPORT FOR AMWA'S 100TH ANNIVERSARY - AD IN PUBLICATION. | |
| IDAHO MEDICAL ASSOCIATION | ||||||||
| PO BOX 2668 | BOISE | ID | 83701 | 820194325 | 501(C)(6) | $20,000 | GRANT - TO PROMOTE TRUTH IN ADVERTISING ON HEALTH PROVIDER'S DEGREE AND TRAINING. | |
| US CAPITOL HISTORICAL SOCIETY | ||||||||
| 200 MARYLAND AVENUE NE | WASHINGTON | DC | 20002 | 520796820 | 501(C)(3) | $10,000 | SUPPORT TO PRESERVE AND INTERPRET THE HISTORY OF THE CAPITOL AND THE CONGRESS. | |
| MAYO CLINIC | ||||||||
| PO BOX 4008 | ROCHESTER | MN | 559034008 | 416011702 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| INSTITUTE OF MEDICINE OF CHICAGO | ||||||||
| 25 NORTHWEST POINT BLVD 700 | ELK GROVE VILLAGE | IL | 60007 | 362217993 | 501(C)(3) | $10,000 | SUPPORT FOR PILOT PROJECTS, SCHOLARSHIPS, & ACTIVITIES FOR CENTENNIAL. | |
| NEW YORK UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| 545 FIRST AVENUE | NEW YORK | NY | 10016 | 135562308 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| INSTITUTE ON MEDICINE AS A PROFESSION INC | ||||||||
| 622 W 168TH ST PRESBYTERIAN | NEW YORK | NY | 10032 | 331033330 | 501(C)(3) | $20,000 | GRANT- TO SUPPORT IMAP'S DEVELOPMENT OF FUNDED CONTENT. | HOSPITAL BUILDING STE 15-25 |
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||
| 690 SW BANCROFT ST L106SPA | PORTLAND | OR | 972393098 | 931176109 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| MEDICAL EXCELLENCE | ||||||||
| 464 SAND HILL CIRCLE | MENLO PARK | CA | 94025 | 462350241 | $200,000 | GRANT, VIRTUAL STD. PATIENT ENCOUNTER - SIMULATES OFFICE-BASED PATIENT VISITS. | ||
| PENNSYLVANNIA STATE UNIVERSITY | ||||||||
| 44 EAST GRANADA AVE STE 1100 | HERSHEY | PA | 17033 | 246000376 | 501(C)(3) | $215,908 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| UNIVERSITY OF CALIFORNIA DAVIS | ||||||||
| ONE SHIELDS AVENUE | DAVIS | CA | 95616 | 946036494 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||
| 1855 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | 946036493 | 501(C)(3) | $215,647 | 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 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 SOUTH STATE STREET | ANN ARBOR | MI | 481091287 | 396006309 | 501(C)(3) | $50,000 | GRANT - TO DEVELOP INNOVATIVE STRATEGIES FOR TRANSFORMING THE EDUCATION OF PHYSICIANS. | |
| TEDMED LLC | ||||||||
| 2 HIGH RIDGE PARK | STAMFORD | CT | 06905 | 451057753 | $300,000 | SPONSORSHIP, TEDMED CONFERENCE. | ||
| WINDOW TO THE WORLD (WTTW) | ||||||||
| 5400 NORTH ST LOUIS AVENUE | CHICAGO | IL | 60625 | 362246703 | 501(C)(3) | $250,000 | SPONSORSHIP - FOR 1 HOUR PBS DOCUMENTARY "HOPE FOR HEALTHCARE IN THE U.S.". | |
| THE TRUSTEES OF INDIANA UNIVERSITY | ||||||||
| 980 INDIANA AVE | INDIANAPOLIS | IN | 45202 | 356001673 | 501(C)(3) | $216,000 | GRANT TO DEVELOP PROGRAMS TO ACCELERATE CHANGE IN MEDICAL EDUCATION. | |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||
| 1501 NORTH PLANO ROAD | RICHARDSON | TX | 75081 | 620476822 | 501(C)(3) | $215,972 | 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) | $7,000 | SPONSOR OF ANNUAL SPRING GALA. | |
| YMCA | ||||||||
| 1000 CHURCH STREET | NASHVILLE | TN | 37203 | 363258696 | 501(C)(3) | $10,000 | SPONSORSHIP, MIDDLE TENNESSEE DIABETES PREVENTION SUMMIT. | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW ROOM T 433 C | WASHINGTON | DC | 200012721 | 530196932 | 501(C)(3) | $10,000 | SUPPORT FOR THE IOM ROUNDTABLE ON VALUE & SCIENCE DRIVEN HEALTH CARE. | |
| NATIONAL ACADEMY OF SCIENCES | ||||||||
| 500 FIFTH STREET NW ROOM T 433 C | WASHINGTON | DC | 200012721 | 530196932 | 501(C)(3) | $10,000 | SUPPORT FOR ROUNDTABLE ON TRANSLATING GENOMIC-BASED RESEARCH FOR HEALTH. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 6 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE AMA PROVIDES GRANTS AND ASSISTANCE TO ORGANIZATIONS THAT ARE RECOGNIZED PUBLIC CHARITIES AND RECOGNIZED TRADE ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE MEDICAL FIELD. THE AMA MAINTAINS CONTACT WITH THE GRANTEES THROUGH THE PERFORMANCE OF ITS EXEMPT ACTIVITIES. |
| PART II, |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID O BARBE MD | ||||||||||||||
| CHAIR/PAST CHAIR | $178,700 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $178,700 | $0 | $0 | $0 |
| ARDIS D HOVEN MD | ||||||||||||||
| PRESIDENT/PAST PRESIDENT | $260,000 | $0 | $0 | $0 | $10,000 | $0 | $16,500 | $0 | $0 | $0 | $286,500 | $0 | $0 | $0 |
| JEREMY A LAZARUS MD | ||||||||||||||
| PAST PRESIDENT (THRU JUNE 2014) | $119,500 | $0 | $0 | $0 | $17,624 | $0 | $17,500 | $0 | $0 | $0 | $154,624 | $0 | $7,708 | $0 |
| BARBARA L MCANENY MD | ||||||||||||||
| CHAIR ELECT/CHAIR | $217,000 | $0 | $0 | $0 | $7,376 | $0 | $17,500 | $0 | $0 | $0 | $241,876 | $0 | $0 | $0 |
| STEPHEN R PERMUT MD | ||||||||||||||
| TRUSTEE/CHAIR ELECT | $152,100 | $0 | $0 | $0 | $3,256 | $0 | $0 | $0 | $0 | $0 | $155,356 | $0 | $0 | $0 |
| STEVEN JSTACK MD | ||||||||||||||
| PAST CHAIR/PRES-ELECT | $205,550 | $0 | $0 | $0 | $2,500 | $0 | $0 | $0 | $0 | $0 | $208,050 | $0 | $0 | $0 |
| ROBERT M WAH MD | ||||||||||||||
| PRES-ELECT/PRESIDENT | $259,000 | $0 | $0 | $0 | $11,548 | $0 | $17,500 | $0 | $0 | $0 | $288,048 | $0 | $0 | $0 |
| JAMES L MADARA MD | ||||||||||||||
| EVP & CEO | $941,630 | $0 | $715,726 | $0 | $224,691 | $0 | $96,600 | $0 | $56,369 | $0 | $2,035,016 | $0 | $208,107 | $0 |
| BERNARD L HENGESBAUGH | ||||||||||||||
| CHIEF OPERATING OFFICER | $554,919 | $0 | $336,000 | $0 | $17,020 | $0 | $15,600 | $0 | $46,598 | $0 | $970,137 | $0 | $0 | $0 |
| KENNETH SHARIGAN PHD | ||||||||||||||
| CHIEF STRATEGY OFFICER | $506,556 | $0 | $288,000 | $0 | $19,018 | $0 | $15,600 | $0 | $10,759 | $0 | $839,933 | $0 | $0 | $0 |
| RICHARD A DEEM | ||||||||||||||
| SVP, ADVOCACY | $440,352 | $0 | $279,000 | $0 | $8,005 | $0 | $15,600 | $0 | $19,675 | $0 | $762,632 | $0 | $0 | $0 |
| HOWARD C BAUCHNER MD | ||||||||||||||
| SVP & EDITOR IN CHIEF | $555,362 | $0 | $100,000 | $0 | $9,288 | $0 | $15,600 | $0 | $40,717 | $0 | $720,967 | $0 | $0 | $0 |
| MODENA H WILSON MD | ||||||||||||||
| SVP, PROF STANDARDS | $433,375 | $0 | $210,000 | $0 | $12,274 | $0 | $15,600 | $0 | $31,302 | $0 | $702,551 | $0 | $0 | $0 |
| THOMAS J EASLEY | ||||||||||||||
| SVP, PUBLISHER | $376,596 | $0 | $209,000 | $0 | $2,090 | $0 | $15,600 | $0 | $2,921 | $0 | $606,207 | $0 | $0 | $0 |
| JON N EKDAHL | ||||||||||||||
| GENERAL COUNSEL | $425,211 | $0 | $127,000 | $0 | $34,392 | $0 | $15,600 | $0 | $52,914 | $0 | $655,117 | $0 | $0 | $0 |
| EDWARD L LANGSTON MD | ||||||||||||||
| FORMER TRUSTEE | $0 | $0 | $0 | $0 | $10,926 | $0 | $0 | $0 | $0 | $0 | $10,926 | $0 | $10,926 | $0 |
| REBECCA J PATCHIN MD | ||||||||||||||
| FORMER TRUSTEE | $0 | $0 | $0 | $0 | $14,242 | $0 | $0 | $0 | $0 | $0 | $14,242 | $0 | $14,242 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 NON-TAXABLE 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 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN 1994 FOR KEY EXECUTIVES AND LIMITED PARTICIPATION IN THE PLAN TO ONLY INDIVIDUALS IN EXECUTIVE POSITIONS IN 1994. THE PLAN WAS LINKED TO AMA'S PENSION PLAN AND WAS DESIGNED TO PROVIDE PENSION BENEFITS TO REPLACE BENEFITS LOST DUE TO REDUCTIONS IN COVERED COMPENSATION UNDER THE IRS LIMITS. BENEFITS CEASED ACCRUING UNDER THE PLAN WHEN THE AMA GENERAL PENSION PLAN WAS FROZEN AS OF DECEMBER 31 2002. ONE EXECUTIVE CONTINUES TO BE A VESTED PARTICIPANT IN BENEFITS THAT ACCRUED PRIOR TO THAT DATE, ROBERT A. MUSACCHIO. 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. $10,926 REBECCA J. PATCHIN M.D. $14,242 JOSEPH P. ANNIS, M.D. $8,751 JEREMY A. LAZARUS, M.D. $7,708 COLUMN C ALSO INCLUDES THE EMPLOYER CONTRIBUTION TO THE 401(K) PLAN FOR EMPLOYEES. 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. IN 2014, $208,107 VESTED AND WAS PAID TO DR. MADARA AND IS INCLUDED IN COLUMN B(III) AND COLUMN F. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JON N. EKDAHL, BERNARD L. HENGESBAUGH, AND ROBERT A. MUSACCHIO ALL SERVE ON THE TAXABLE BOARDS OF AMA SERVICES, INC. AND/OR ITS SUBSIDIARIES. JON N. EKDAHL AND ROBERT A. MUSACCHIO BOTH SERVE ON THE TAXABLE BOARD OF AMACO. |
| 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 2014 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 2014 AT A REGULARLY SCHEDULED BOARD MEETING. 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 10,519,654. DEFINED BENEFIT POSTRETIREMENT PLANS OTHER THAN EXPENSE -32,720,568. REAL ESTATE TAX REFUNDS 416,944. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMA SERVICES INC | ||||||||||||
| 330 N WABASH AVENUE SUITE 39300 | CHICAGO | IL | 606115885 | 363229022 | HOLDING COMPANY - BUSINESS AND PERSONAL SERVICES | IL | AMERICAN MEDICAL ASSOCIATION | C | $13,103,074 | $48,454,713 | 1.00000 | Yes (1) |
| AMA INSURANCE AGENCY INC | ||||||||||||
| 330 N WABASH AVENUE SUITE 39300 | CHICAGO | IL | 606115885 | 363305962 | INSURANCE BROKERAGE | IL | AMA SERVICES INC | C | 1.00000 | Yes (1) | ||
| AMAGINE INC | ||||||||||||
| 330 N WABASH AVENUE SUITE 39300 | CHICAGO | IL | 606115885 | 273034169 | PHYSICIAN PRACTICE PRODUCTS | IL | AMA SERVICES INC | C | 1.00000 | Yes (1) | ||
| AMERICAN MEDICAL ASSURANCE COMPANY | ||||||||||||
| 330 N WABASH AVENUE SUITE 39300 | CHICAGO | IL | 606115885 | 362874262 | BUSINESS SERVICES REINSURANCE COMPANY | IL | AMERICAN MEDICAL ASSOCIATION | C | -$113,517 | $3,515,004 | 1.00000 | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMA INSURANCE AGENCY | ||
| Q | $3,181,453 | COST/FAIR MARKET VALUE |
| AMA INSURANCE AGENCY | ||
| A | $519,898 | COST/FAIR MARKET VALUE |
| AMA INSURANCE AGENCY | ||
| L | $686,992 | COST/FAIR MARKET VALUE |
| AMA INSURANCE AGENCY | ||
| N | $150,000 | COST/FAIR MARKET VALUE |
| AMAGINE INC | ||
| Q | $16,307 | COST/FAIR MARKET VALUE |
| AMERICAN MEDICAL ASSURANCE CO | ||
| Q | $773 | COST/FAIR MARKET VALUE |
| AMERICAN MEDICAL ASSURANCE CO | ||
| L | $20,100 | COST/FAIR MARKET VALUE |
| AMA SERVICES INC | ||
| Q | $2,858 | COST/FAIR MARKET VALUE |
| AMA SERVICES INC | ||
| F | $13,600,000 | COST/FAIR MARKET VALUE |