AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC (EIN 52-2317193)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-25
- IRS object ID
- 201202999349300515
- Schema version
- 2011v1.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-25T12:37:24-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521511275 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAFFA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 900 | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522317193 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3016347178 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9650 ROCKVILLE PIKE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143994 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | M MICHELE HOGAN PHD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3016347178 | Phone |
| Date Signed | 2012-10-25 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK H SMITH | Name |
| PTIN | P00639053 | PTIN |
| Phone | 2028225000 | Phone |
| Date Prepared | 2012-10-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | M MICHELE HOGAN PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9650 ROCKVILLE PIKE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143994 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 24154344 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | TO ADVANCE AND DISSEMINATE THE KNOWLEDGE OF IMMUNOLOGY, PARTICULARLY NEW ADVANCES IN THE FIELD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 321 | TotalNbrVolunteers |
| Total Gross UBI | 517064 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 275447 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 20538 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 39549 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10055564 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 10264729 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1247007 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1637909 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5697 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1030 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11328806 | TotalRevenuePriorYear |
| Total Revenue Current Year | 11943217 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 269318 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 457681 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2890849 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3172388 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4932009 | OtherExpensePriorYear |
| Other Expenses Current Year | 5211499 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8092176 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8841568 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3236630 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3101649 | RevenuesLessExpensesCY |
| Total Assets BOY | 33341249 | TotalAssetsBOY |
| Total Assets EOY | 35710151 | TotalAssetsEOY |
| Total Liabilities BOY | 3352863 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3705107 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 29988386 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32005044 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO ADVANCE KNOWLEDGE OF IMMUNOLOGY AND RELATED DISCIPLINES, TO FOSTER INTERCHANGE OF IDEAS AND INFORMATION AMONG INVESTIGATORS IN THE VARIOUS DISCIPLINES AND TO PROMOTE AN UNDERSTANDING OF THE FIELD OF IMMUNOLOGY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4740720 | Expense |
| Revenue | 6496771 | Revenue |
| Description | THE JOURNAL OF IMMUNOLOGY - ONE OF THE MOST SIGNIFICANT WAYS THAT AAI PROVIDES EDUCATION ABOUT THE FIELD OF IMMUNOLOGY IS THROUGH ITS PUBLICATION OF THE JOURNAL OF IMMUNOLOGY ("THE JI"). THE JI, A SEMI-MONTHLY JOURNAL THAT PUBLISHES NOVEL RESULTS FROM ALL AREAS OF EXPERIMENTAL IMMUNOLOGY, IS THE LEADING SCHOLARLY JOURNAL IN THE FIELD OF IMMUNOLOGY. THIS JOURNAL IS PUBLISHED IN PRINT AND ELECTRONIC FORM AND DISTRIBUTED TO ALL AAI MEMBERS AND TO OTHER SUBSCRIBERS. ARCHIVES OF THE JI ARTICLES ARE ALSO AVAILABLE ONLINE TO THE PUBLIC 12 MONTHS AFTER THEIR INITIAL PUBLICATION AT WWW.JIMMUNOL.ORG. THE PUBLICATION OF THE JI EDUCATES AAI MEMBERS AND THE PUBLIC ABOUT THE LATEST DEVELOPMENTS IN THE FIELD OF IMMUNOLOGY. IT ALSO FOSTERS SCIENTIFIC DISCOURSE AMONG IMMUNOLOGISTS BY ESTABLISHING A FORUM FOR THE DISSEMINATION AND DISCUSSION OF CUTTING-EDGE RESEARCH IN IMMUNOLOGY. OVERSIGHT FOR THE ACTIVITIES AND POLICIES OF THE JI ARE CARRIED OUT BY AN EIGHT-MEMBER PUBLICATIONS COMMITTEE WHICH ALSO INCLUDES THE EXECUTIVE DIRECTOR WHO SERVES AS THE EXECUTIVE EDITOR OF THE JI. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1347997 | Expense |
| Revenue | 1562031 | Revenue |
| Description | ANNUAL MEETING - EACH YEAR, AAI HOLDS AN ANNUAL MEETING WHICH DRAWS THOUSANDS OF ATTENDEES AND HUNDREDS OF EXHIBITORS. ATTENDEES INCLUDE BOTH AAI MEMBERS AND NON-MEMBERS WHO HAVE AN INTEREST IN IMMUNOLOGY. DURING THE ANNUAL MEETING, AAI OFFERS A VARIETY OF LECTURES, SEMINARS, AND SYMPOSIA ON SCIENTIFIC TOPICS RELATED TO THE FIELD OF IMMUNOLOGY, WHICH ARE AVAILABLE TO ALL ATTENDEES. MUCH OF THE CONTENT OF THE ANNUAL MEETING IS FOCUSED ON THE NEEDS AND INTERESTS OF STUDENTS AND TRAINEES IN IMMUNOLOGY. TRAINEES MAY ATTEND THE MEETING AT A SIGNIFICANTLY REDUCED COST, AND THEY ARE ENCOURAGED TO PURSUE SPEAKING OPPORTUNITIES AT THE MEETING AND TO ATTEND PROGRAMS AND SEMINARS GEARED TOWARDS IMMUNOLOGY STUDENTS AND EARLY CAREER IMMUNOLOGISTS. INCLUDED AMONG THE WORKSHOPS AT THE ANNUAL MEETING ARE PROGRAMS ON GRANT-WRITING, FUNDING OPPORTUNITIES FOR IMMUNOLOGISTS, CAREERS IN SCIENCE, AND PROFESSIONAL CIRCUMSTANCES AND CHALLENGES UNIQUE TO WOMEN AND UNDER-REPRESENTED MINORITIES IN SCIENCE AND ACADEMICS.AT THE ANNUAL MEETING, AAI ALSO SPONSORS A CAREER RESOURCE PROGRAM FOR ALL REGISTRANTS. THIS PROGRAM PROVIDES ATTENDEES THE OPPORTUNITY TO POST THEIR CVS, LEARN ABOUT JOB OPPORTUNITIES, AND ATTEND SEMINARS ON INTERVIEWING FOR JOBS AND PREPARING RESUMES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 926863 | Expense |
| Revenue | 843958 | Revenue |
| Description | COMMITTEES AND MEMBER SERVICES - AN IMPORTANT FUNCTION OF AAI IS ITS INTERACTION WITH RELATED SCIENTIFIC ORGANIZATIONS, INSTITUTIONS, AND GOVERNMENT AGENCIES. IN ORDER TO PROMOTE THE KNOWLEDGE OF IMMUNOLOGY, AAI IS AFFILIATED WITH OTHER SCIENTIFIC ASSOCIATIONS AND PROVIDES ITS MEMBERS WITH CONCURRENT MEMBERSHIPS IN THE FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY ("FASEB") AND IN THE INTERNATIONAL UNION OF IMMUNOLOGICAL SOCIETIES ("IUIS"). AAI'S AFFILIATION WITH THESE OTHER SCIENTIFIC ASSOCIATIONS ALLOWS IT TO UTILIZE ALL SCIENTIFIC ADVANCEMENTS IN THE STUDY OF IMMUNOLOGY PRODUCED THROUGH DIFFERENT VENUES. THROUGH ITS ASSOCIATION WITH IUIS, AAI AND ITS MEMBERS PARTICIPATE IN INTERNATIONAL ISSUES CONFRONTING EDUCATION AND RESEARCH IN IMMUNOLOGY. AAI OFTEN NOMINATES ITS MEMBERS AND OTHER IMMUNOLOGISTS FOR GOVERNMENT AWARDS, ACTIVITIES, AND PANELS, INCLUDING PROGRAMS OF THE NATIONAL INSTITUTE FOR ALLERGY AND INFECTIOUS DISEASES ("NIAID"), THE AMERICAN ASSOCIATION FOR THE ADVANCEMENT OF SCIENCE ("AAAS"), AND THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES ("AAMC"). AAI ALSO KEEPS IN CLOSE CONTACT WITH UNIVERSITY DEPARTMENTS OF IMMUNOLOGY AND MOLECULAR BIOLOGY TO NOTIFY ITS MEMBERS AND THE PUBLIC ABOUT FELLOWSHIP, AWARD, TRAINING, AND JOB OPPORTUNITIES. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | GrantsGrants | DescriptionDescription | RevenueRevenue |
|---|---|---|---|
| 488915 | 457681 | AWARDS | |
| 111536 | ADVANCED COURSE | 227045 | |
| 101585 | INTRODUCTORY COURSE | 261090 | |
| 32842 | 27775 | COLLEGE AND HIGH SCHOOL TEACHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 734878 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 485456 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 488135 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 7750458 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 43 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TODD BREACH | NamePerson |
| Telephone Number | 3016347178 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9650 ROCKVILLE PIKE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 208143994 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LESLIE J BERG PHD | ||||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| GAIL A BISHOP PHD | ||||||||
| VICE-PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| MITCHELL KRONENBERGPHD | ||||||||
| SECRETARY-TREASURER/DEPUTY EDITOR | 1.00 | X | X | 10000 | 0 | 0 | ||
| BETTY A DIAMOND MD | ||||||||
| PAST PRESIDENT (THRU 6/11) | 1.00 | X | X | 225 | 0 | 0 | ||
| JEFFREY FRELINGER PHD | ||||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | ||
| MARC K JENKINS PHD | ||||||||
| COUNCILLOR | 1.00 | X | 225 | 0 | 0 | |||
| DAN LITTMAN MD PHD | ||||||||
| COUNCILLOR | 1.00 | X | 0 | 0 | 0 | |||
| ARLENE SHARPE MD PH D | ||||||||
| COUNCILLOR | 1.00 | X | 0 | 0 | 0 | |||
| LINDA A SHERMAN PHD | ||||||||
| COUNCILLOR | 1.00 | X | 0 | 0 | 0 | |||
| M MICHELE HOGAN PHD | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 300000 | 0 | 41670 | |||
| KAYLENE KENYON PHD | ||||||||
| PUBLICATION DIRECTOR | 37.50 | 150893 | 0 | 30830 | X | |||
| LAUREN G GROSS JD | ||||||||
| DIRECTOR OF PUBLIC POLICY/GOVERNMENT | 37.50 | 169807 | 0 | 19748 | X | |||
| JAN C MASSEY CPA | ||||||||
| DIRECTOR OF MEMBERSHIP | 37.50 | 171804 | 0 | 25069 | X | |||
| MARY BRADSHAW | ||||||||
| SENIOR DIRECTOR OF COMMUNICATIONS | 37.50 | 129795 | 0 | 20270 | X | |||
| TODD BREACH CPA | ||||||||
| DIRECTOR OF FINANCE | 37.50 | 145363 | 0 | 26522 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1078112 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 164109 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DARTMOUTH JOURNAL SERVICES | |||||
| 5 PILGRIM PARK ROAD | WATERBURY | VT | 05676 | PUBLICATIONS AND PRINTING | 2000979 |
| FASEB | |||||
| 9650 ROCKVILLE PIKE | BETHESDA | MD | 20814 | MGM'T/HR/PAYROLL SERVICES | 368180 |
| MORGANSTANLEY SMITHBARNEY | |||||
| 1650 TYSONS BLVD 10TH FLOOR | MCLEAN | VA | 22102 | INVESTMENT ADVISORY SERVICES | 272217 |
| FREEMAN | |||||
| 13101 ALMEDA ROAD | HOUSTON | TX | 770459998 | CONVENTION/MEETING CENERAL CONTRACTOR | 181541 |
| SMG F&B LLC | |||||
| 747 HOWARD STREET | SAN FRANCISCO | CA | 941033181 | CATERING SERVICES | 149915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 39549 | AllOtherContributions |
| Total Contributions | 39549 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| JOURNAL OF IMMUNOLOGY | 541800 | 7009335 | 6496771 | 512564 | |
| ANNUAL MEETING | 900099 | 1906459 | 1562031 | $344,428 | |
| MEMBERSHIP DUES | 900099 | 799436 | 799436 | ||
| IMMUNOLOGY COURSES | 900099 | 488135 | 488135 | ||
| OPTIONAL JOURNALS | 900099 | 44522 | 44522 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16842 | TotalRevenueColumn |
| Unrelated Business Revenue | 4500 | UnrelatedBusinessRevenue |
| Exclusion | $12,342 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 10264729 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 646535 | TotalRevenueColumn |
| Exclusion | $646,535 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13202501 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12211127 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 991374 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 991374 | TotalRevenueColumn |
| Exclusion | $991,374 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1030 | TotalRevenueColumn |
| Exclusion | $1,030 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1030 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11943217 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9390895 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 517064 | UnrelatedBusinessRevenue |
| Exclusion | $1,995,709 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10200 | Total |
| Program Services | 10200 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 437206 | Total |
| Program Services | 437206 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10275 | Total |
| Program Services | 10275 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 533843 | Total |
| Program Services | 352558 | ProgramServices |
| Management And General | 181285 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2058571 | Total |
| Program Services | 1861681 | ProgramServices |
| Management And General | 196890 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199397 | Total |
| Program Services | 180868 | ProgramServices |
| Management And General | 18529 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 206928 | Total |
| Program Services | 185861 | ProgramServices |
| Management And General | 21067 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173649 | Total |
| Program Services | 156147 | ProgramServices |
| Management And General | 17502 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6127 | Total |
| Program Services | 1040 | ProgramServices |
| Management And General | 5087 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31300 | Total |
| Program Services | 21986 | ProgramServices |
| Management And General | 9314 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 272217 | Total |
| Management And General | 272217 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110763 | Total |
| Program Services | 57484 | ProgramServices |
| Management And General | 53279 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133124 | Total |
| Program Services | 133124 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 257564 | Total |
| Program Services | 210384 | ProgramServices |
| Management And General | 47180 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157290 | Total |
| Program Services | 72604 | ProgramServices |
| Management And General | 84686 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228529 | Total |
| Program Services | 109457 | ProgramServices |
| Management And General | 119072 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75220 | Total |
| Program Services | 59409 | ProgramServices |
| Management And General | 15811 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1183547 | Total |
| Program Services | 1164032 | ProgramServices |
| Management And General | 19515 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52388 | Total |
| Program Services | 31221 | ProgramServices |
| Management And General | 21167 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13192 | Total |
| Program Services | 6231 | ProgramServices |
| Management And General | 6961 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| INCOME TAX EXPENSE | 118031 | 118031 |
| COST OF SALES | 2417184 | 2417184 |
| DUES AND PUBLICATIONS | 142888 | 142888 |
| STIPENDS | 10425 | 10425 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1710 | Total |
| Program Services | 162 | ProgramServices |
| Management And General | 1548 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8841568 | Total |
| Program Services | 7750458 | ProgramServices |
| Management And General | 1091110 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 299853 | BOY |
| EOY | 5061031 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6758008 | BOY |
| EOY | 1366251 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334023 | BOY |
| EOY | 191578 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 267031 | BOY |
| EOY | 172137 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 447823 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 290210 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155211 | BOY |
| EOY | 157613 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25527123 | BOY |
| EOY | 28761541 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33341249 | BOY |
| EOY | 35710151 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286182 | BOY |
| EOY | 340138 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2974354 | BOY |
| EOY | 3216709 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92327 | BOY |
| EOY | 148260 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3352863 | BOY |
| EOY | 3705107 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29936742 | BOY |
| EOY | 31940332 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51644 | BOY |
| EOY | 64712 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29988386 | BOY |
| EOY | 32005044 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33341249 | BOY |
| EOY | 35710151 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3101649 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1084991 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 93666 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 90097 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56406 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20538 | CurrentTaxYearMinus1Year |
| Current Tax Year | 39549 | CurrentTaxYear |
| Total | 300256 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8653020 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8968078 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9541483 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9488690 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9748865 | CurrentTaxYear |
| Total | 46400136 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8746686 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9058175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9597889 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9509228 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9788414 | CurrentTaxYear |
| Total | 46700392 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 11524 | CurrentTaxYear |
| Total | 49058 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 15399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34782 | CurrentTaxYearMinus1Year |
| Current Tax Year | 96382 | CurrentTaxYear |
| Total | 146563 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10240 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9772 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 43106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 107906 | CurrentTaxYear |
| Total | 195621 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 46504771 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 734542 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 634319 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 495596 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 576415 | CurrentTaxYearMinus1Year |
| Current Tax Year | 646535 | CurrentTaxYear |
| Total | 3087407 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 190519 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 168445 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146657 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 296442 | CurrentTaxYearMinus1Year |
| Current Tax Year | 281447 | CurrentTaxYear |
| Total | 1083510 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 925061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 802764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 642253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 872857 | CurrentTaxYearMinus1Year |
| Current Tax Year | 927982 | CurrentTaxYear |
| Total | 4170917 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3477 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8466 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5697 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1030 | CurrentTaxYear |
| Total | 30584 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9675224 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9872853 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10248608 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10387782 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10717426 | CurrentTaxYear |
| Total | 50901893 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.91360 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91580 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08190 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.08200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 38126 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 38126 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8594332 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 8632458 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 581623 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 145406 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 520309 | CurrentYearMinus3 |
| Current Year Minus2 | 545506 | CurrentYearMinus2 |
| Current Year Minus1 | 542495 | CurrentYearMinus1 |
| Current Year | 581623 | CurrentYear |
| Total | 2189933 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $3,284,900 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 35117 | CurrentYearMinus3 |
| Current Year Minus2 | 31612 | CurrentYearMinus2 |
| Current Year Minus1 | 41785 | CurrentYearMinus1 |
| Current Year | 38126 | CurrentYear |
| Total | 146640 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 130077 | CurrentYearMinus3 |
| Current Year Minus2 | 136377 | CurrentYearMinus2 |
| Current Year Minus1 | 135624 | CurrentYearMinus1 |
| Current Year | 145406 | CurrentYear |
| Total | 547484 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $821,226 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 100 | CurrentYearMinus3 |
| Total | 100 | Total |
Schedule D IRS990ScheduleD
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30000 | BeginningOfYearBalance |
| End Of Year Balance | 30000 | EndOfYearBalance |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 27171 | OtherCostOrOtherBasis |
| Depreciation | 22606 | Depreciation |
| Book Value | 4565 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 279869 | OtherCostOrOtherBasis |
| Depreciation | 132952 | Depreciation |
| Book Value | 146917 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 140783 | OtherCostOrOtherBasis |
| Depreciation | 134652 | Depreciation |
| Book Value | 6131 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 157613 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION PLAN LIABILITY | Description |
| Amount | $148,260 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 148260 | TotalOfAmounts |
| Total Revenue | 11943217 | TotalRevenue |
| Total Expenses | 8841568 | TotalExpenses |
| Excess Or Deficit For Year | 3101649 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1084991 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1084991 | TotalAdjustments |
| Excess Or Deficit Per FS | 2016658 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 10587209 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1084991 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 1200 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -1083791 | RevenueNotRptdF990 |
| Revenue Subtotal | 11671000 | RevenueSubtotal |
| Investment Expenses Not Included | 272217 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 272217 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 11943217 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8570551 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 1200 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 1200 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8569351 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 272217 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 272217 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8841568 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | PRIOR TO 2009, AAI RECEIVED A PERMANENTLY RESTRICTED CONTRIBUTION OF $30,000 FROM HENRY J. SHOWELL, IN COORDINATION WITH PFIZER, INC. THE INCOME FROM THIS ENDOWMENT WAS TO BE USED TO SUPPORT AWARDS TO INDIVIDUALS TO ATTEND AAI'S ANNUAL CONFERENCE. AS OF DECEMBER 31, 2008 ALL THE INTEREST EARNED ON THE ENDOWMENT ASSETS HAD BEEN SPENT FOR THE PURPOSE RESTRICTED BY THE DONOR. DURING THE YEAR ENDED DECEMBER 31, 2009, THE DONOR AGREED THAT AAI MAY USE THE CORPUS OF THE ENDOWMENT FUNDS FOR THE TRAVEL AWARDS AS THE EARNINGS ON THE $30,000 GIFT WAS INSUFFICIENT TO FULLY PROVIDE FOR AN ANNUAL TRAVEL AWARD AS ORIGINALLY INTENDED. CONSEQUENTLY, THE $30,000 PERMANENTLY RESTRICTED NET ASSETS WERE RECLASSIFIED TO TEMPORARILY RESTRICTED NET ASSETS ON THE ACCOMPANYING STATEMENT OF ACTIVITIES BASED ON THE DONOR'S CONSENT. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES, AAI HAS EVALUATED ITS INCOME TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2011, AND HAS DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR WHICH MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENTS. | TypeOfActivitiesConducted |
| Total Expenditures | 10275 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 10275 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 10275 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | IUIS EDUCATIONAL GRANT | TypeOfAssistance |
| Region | EUROPE (INCLUDING ICELAND AND GREENLAND) | Region |
| Number Of Recipients | 5 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 10275 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | REGISTRATION & LODGING FOR AAI SUMMER COURSES | DescriptionOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: FIVE FOREIGN INDIVIDUALS WERE GIVEN TRAVEL GRANTS TO ATTEND AAI IMMUNOLOGY COURSES IN THE U.S. PAYMENTS WERE MADE BASED ON ATTENDANCE AND EXPENSES WERE DOCUMENTED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDWINTER CONFERENCE OF IMMUNOLOGISTS | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 135036 | AddressLine1 |
| City | BIG BEAR LAKE | City |
| State | CA | State |
| ZIP Code | 92315 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 510169612 | EINOfRecipient |
| IRC Section | 501 (C)(3) | IRCSection |
| Amount Of Cash Grant | 5200 | AmountOfCashGrant |
| Purpose Of Grant | TO SUPPORT SPEAKERS, PRESENTATIONS, AND ATTENDEE AWARDS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (13 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| TRAINEE ABSTRACT AWARDS | 284 | 142000 |
| JUNIOR FACULTY TRAVEL AWARDS | 102 | 120105 |
| LABORATORY TRAVEL GRANTS | 96 | 110342 |
| TRAINEE ACHIEVEMENT AWARDS | 6 | 13540 |
| HIGH SCHOOL TEACHER GRANTS | 7 | 17500 |
| MERITORIOUS CAREER AWARDS | 1 | 11500 |
| DISTINGUISHED SERVICE AWARD | 3 | 4121 |
| AWARD FOR HUMAN IMMUNOLOGY RESEARCH | 1 | 6500 |
| AAI-BD BIOSCIENCES INVESTIGATOR AWARD | 1 | 6500 |
| PFIZER-SHOWELL TRAVEL GRANT | 1 | 1500 |
| LIFETIME ACHIEVEMENT AWARD | 1 | 1469 |
| EXCELLENCE IN MENTORING AWARD | 1 | 1129 |
| CHAMBERS EBIOSCIENCE AWARD | 1 | 1000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: GRANTS AND AWARDS MADE INSIDE THE UNITED STATES ARE FOR PAST SCIENTIFIC RESEARCH EXCELLENCE AND REQUIRE A LECTURE AND ATTENDANCE AT THE ANNUAL SCIENTIFIC MEETING. OTHER GRANTS AND AWARDS REQUIRE A SELECTED ABSTRACT PRESENTATION AND/OR TRAVEL TO THE ANNUAL SCIENTIFIC MEETING OR SUPERVISED PERFORMANCE IN A LABORATORY SETTING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| M MICHELE HOGAN PHD | |||||||||||||
| 300000 | 0 | 0 | 0 | 0 | 0 | 33250 | 0 | 8420 | 0 | 341670 | 0 | 0 | 0 |
| KAYLENE KENYON PHD | |||||||||||||
| 150893 | 0 | 0 | 0 | 0 | 0 | 15121 | 0 | 15709 | 0 | 181723 | 0 | 0 | 0 |
| LAUREN G GROSS JD | |||||||||||||
| 169807 | 0 | 0 | 0 | 0 | 0 | 17314 | 0 | 2434 | 0 | 189555 | 0 | 0 | 0 |
| JAN C MASSEY CPA | |||||||||||||
| 171804 | 0 | 0 | 0 | 0 | 0 | 17382 | 0 | 7687 | 0 | 196873 | 0 | 0 | 0 |
| MARY BRADSHAW | |||||||||||||
| 129795 | 0 | 0 | 0 | 0 | 0 | 12947 | 0 | 7323 | 0 | 150065 | 0 | 0 | 0 |
| TODD BREACH CPA | |||||||||||||
| 145363 | 0 | 0 | 0 | 0 | 0 | 10875 | 0 | 15647 | 0 | 171885 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AAI HAS SIX CLASSES OF MEMBERSHIP. THEY ARE: ACTIVE, HONORARY, TRAINEE, SUSTAINING, CORPORATE ASSOCIATE (COLLECTIVELY REFERRED TO REGULAR MEMBERS), AND EMERITUS MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7A | REGULAR AND EMERITUS MEMBERS OF AAI ANNUALLY ELECT THE OFFICERS AND AT LEAST ONE NEW COUNCILLOR. | |
| FORM 990, PART VI, SECTION A, LINE 7B | REGULAR AND EMERITUS MEMBERS OF AAI HAVE THE AUTHORITY TO APPROVE CERTAIN RECOMMENDATIONS MADE BY THE COUNCIL (BOD), SUCH AS CHANGES IN ANNUAL DUES AND AMENDMENTS TO THE BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FEDERAL FORM 990 IS PREPARED BY AN EXTERNAL AUDITING FIRM AND THEN REVIEWED BY THE DIRECTOR OF FINANCE AND THE SENIOR ACCOUNTANT. AFTER REVIEW AND MODIFICATION, AS NECESSARY, THE RETURN IS REVIEWED BY THE SECRETARY/TREASURER, AS THE DESIGNEE OF THE COUNCIL (BOD). | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE AAI COUNCIL, KEY EMPLOYEES, AND KEY COMMITTEE CHAIRMEN AND MEMBERS COMPLETE THE CONFLICT OF INTEREST STATEMENT WHICH IS AVAILABLE TO ALL COUNCIL MEMBERS AND THE EXECUTIVE DIRECTOR. IF A CONFLICT OR PERCEIVED CONFLICT ARISES, THE APPROPRIATE PERSON IS RECUSED FROM DELIBERATION AND VOTING, AND THE MINUTES OF THE MEETING ALSO REFLECT THAT ACTION. ADDITIONALLY THE EXECUTIVE DIRECTOR KEEPS ABREAST OF THE ACTIVITIES OF AAI AND QUESTIONS ANY POTENTIAL CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15 | OFFICERS ARE NOT COMPENSATED FOR THEIR SERVICE AS COUNCILLORS OR OFFICERS. AAI MAINTAINS AN EMPLOYMENT CONTRACT WITH THE EXECUTIVE DIRECTOR AND ANNUALLY, AT ITS FALL MEETING, DETERMINES THE COMPENSATION OF THE EXECUTIVE DIRECTOR FOR THE SUBSEQUENT YEAR. THE DETERMINATION IS MADE AFTER REVIEW OF SEVERAL SALARY SURVEYS OF SIMILAR ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA AND AN EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. A MEMORANDUM FOR THE RECORD IS PREPARED SOON THEREAFTER DOCUMENTING THE PROCESS AND THE ACTION AND STATING THE INTENT TO ESTABLISH A REBUTTABLE PRESUMPTION OF REASONABLENESS. THE EXECUTIVE DIRECTOR ALSO RELIES ON SIMILAR SALARY SURVEYS AS WELL AS PERFORMANCE APPRAISALS WHEN DETERMINING THE COMPENSATION OF OTHER KEY EMPLOYEES. IN 2011 A COMPENSATION AND BENEFITS BENCHMARKING STUDY WAS PREPARED BY AN INDEPENDENT CONSULTING FIRM FOR THE AAI EXECUTIVE DIRECTOR POSITION. THE STUDY WAS PROVIDED TO THE AAI BOARD OF DIRECTORS PRIOR TO ITS REVIEW OF THE EXECUTIVE DIRECTOR'S COMPENSATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE BYLAWS OF AAI ARE AVAILABLE ON AAI'S WEBSITE AND ARE PROVIDED IN HARD COPY AS REQUESTED. THE FEDERAL FORM 990 AND FINANCIAL STATEMENTS ARE ON THIRD PARTY WEBSITES AND ARE PROVIDED IN HARD COPY AS REQUESTED. THE CONFLICT OF INTEREST STATEMENTS OF EACH AFFECTED MEMBER ARE NOT PUBLIC DOCUMENTS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,084,991. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: AAI DOES NOT HAVE A SEPARATE COMMITTEE, OTHER THAN THE GOVERNING BODY, THAT PERFORMS THESE FUNCTIONS DUE TO THE SMALL SIZE OF THE BOARD OF DIRECTORS. THE ORGANIZATION BELIEVES IT IS MORE PRACTICAL FOR THE FULL BOARD OF DIRECTORS TO HANDLE THIS RESPONSIBILITY. | ||
| FORM 990, PART I, LINE 5 & PART V, LINE 2A: AAI HAS ENTERED INTO AN AGREEMENT WITH THE FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGY (FASEB), AN UNRELATED SECTION 501 (C)(3) TAX EXEMPT ORGANIZATION, TO HANDLE PAYROLL AND HUMAN RESOURCE SERVICES. ALTHOUGH AAI HAS ALL HIRING AUTHORITY REGARDING ITS EMPLOYEES, FASEB IS RESPONSIBLE FOR THE TAX FILINGS. FOR THIS REASON, OUR FEDERAL FORM 990 IS ACCURATE BUT APPEARS INCONSISTENT IN REPORTING EMPLOYEE COMPENSATION IN PART VII OF THE FORM AND, AT THE SAME TIME, REPORTING ZERO EMPLOYEES ON PART I, LINE 5 AND PART V, LINE 2A. |