2011-11-14T13:02:28-06:00 2010-12-31 Deloitte Tax LLP 111 South Wacker Dr Chicago IL 60606 990 2010-01-01 360727175 American Medical Association AMER 3124645000 515 North State Street Chicago IL 60654 MICHAEL D MAVES MD 3124645000 2011-11-14 1 Julie Dee 3124861000 2010 2016-03-07 17:11:31Z James L Madara 515 North State Street Chicago IL 60654 466265803 0 X www.ama-assn.org X 1847 IL To further the interests of the medical profession by promoting the art and science of medicine and the betterment of public health. 21 21 1048 0 26459394 -174163 42377457 38291369 50207740 49848054 -9514527 13272900 124807465 134599244 207878135 236011567 566331 522175 0 0 120448347 115412202 0 0 0 100602768 104792123 221617446 220726500 -13739311 15285067 448019354 494188040 131743995 134733073 316275359 359454967 X To further the interests of the medical profession by promoting the art and science of medicine and the betterment of public health. 0 0 Scientific Publications - The AMA published the Journal of the American Medical Association and 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. The AMA is committed to seeking change in the state and Federal legal/regulatory environments to protect the needs of patients and enable physicians in their care. Predominant areas of focus are Medicare payment reform, care for the uninsured, and medical liability reform. The AMA also commits to helping physicians overcome systemic barriers to effective practice management, particularly those that interfere with the patient-physician relationship or impede the economic viability of the physician practice. A predominant area of focus is reform of private health plan payment and related practices. AMA continues to develop and apply AMA expertise to achieve appropriate scope of practice regulations, address the shortfall in the physician workforce relative to patient needs and monitor the impact of consumer-driven health plans on delivery of health care. The book and product group is responsible for the development and sales of medical information books and products designed to meet the needs of members, potential members, consumers, and businesses. The complete catalog includes medical practice information and ethics texts, CPT and other medical coding texts, as well as many other relevant topics for the medical profession. a. Patient safetyb. Quality improvement in healthcarec. Long-term and geriatric cared. Healthcare disparitiese. Healthy lifestylesf. Disaster preparednessg. Immunizations and influenzah. Professionalism and ethicsi. Graduate medical education policy & researchj. Undergraduate medical education policy & researchk. Continuing medical education policy & researchl. Healthcare information technologym. Science, research & technologyn. Preventive medicine & public healtho. Political educationp. Legal representationq. International mediciner. Health policy research & developments. Medical practice books, products & servicest. Medical student servicesu. Resident physician servicesv. Young physician servicesw. Hospital medical staff servicesx. Medical school servicesy. Medical society relationsz. Communications 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 473 0 1 1048 1 1 1 1 UK 0 0 0 0 X 21 21 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 0 1 1 0 X Denise M Hagerty 3124645000 515 N State Street Chicago IL 60654 Raj Ambay MD 15.00 X 34600 0 0 Joseph P Annis MD 17.00 X 77072 0 0 David O Barbe MD 15.00 X 68300 0 0 Peter W Carmel MD 11.00 X 163950 0 0 William A Dolan MD 14.00 X 63650 0 0 Andrew W Gurman MD 20.00 X 71498 0 16500 William A Hazel Jr MD 5.00 X 4892 0 0 Cyril M Hetsko MD FACP 17.00 X 62300 0 12000 Joseph M Heyman MD PC 33.00 X 51625 0 16500 Ardis D Hoven MD 47.00 X 218000 0 16500 Christopher K Kay 12.00 X 56300 0 0 Edward L Langston MD 24.00 X 90572 0 16500 Jeremy A Lazarus MD 23.00 X 86522 0 16500 Justin B Mahida 19.00 X 20450 0 0 Barbara L McAneny MD 13.00 X 14824 0 16500 Mary Anne McCaffree MD 18.00 X 60200 0 16500 Nancy H Nielsen MD PhD 27.00 X 177402 0 0 Rebecca J Patchin MD 42.00 X 214375 0 0 Stephen R Permut MD 18.00 X 38350 0 0 J James Rohack MD 50.00 X 276500 0 0 Carl A Sirio MD 20.00 X 34750 0 9000 Steven J Stack MD 24.00 X 102500 0 0 Robert M Wah MD 23.00 X 124828 0 16500 Meredith Williams 16.00 X 17750 0 0 Cecil B Wilson MD PA 59.00 X 284873 0 0 Michael D Maves MD MBA 65.00 X 925902 0 88967 Bernard L Hengesbaugh 65.00 X 783444 0 53758 Richard A Deem 65.00 X 531488 0 36601 Catherine D DeAngelis MD 65.00 X 600728 0 74625 Jon Ekdahl 65.00 X 462012 0 57601 Modena Wilson MD 65.00 X 472556 0 46187 Robert A Musacchio 65.00 X 456355 0 73461 Robert W Davis 65.00 X 416561 0 32620 7065129 0 616820 269 0 1 0 Compuware Corporation Drawer 64376 Detroit MI 48264 Provided IT consulting services 2180272 Acquity Group LLC Department 20-1016 PO Box 5940 Carol Stream IL 60197 Provided IT consulting services 2099169 Knowlysis LLC 1125 West Center Street Orem UT 84057 Provided IT consulting services 1756952 Prime Policy Group 1100 Vermont Avenue NW Suite 1000 Washington DC 20005 Provided consulting services 400000 Sidley Austin Brown & Wood PO Box 0642 Chicago IL 60690 Provided outside legal services 383309 39 38291369 38291369 Subscription 511120 27196957 27196957 Credentialing services 541900 10258980 10258980 Reprint activities 511190 5764367 5764367 Educational programs 611710 2038096 2038096 Grad medical program 611710 618533 618533 3971121 3971121 49848054 10041336 10041336 61763425 61763425 1002882 1002882 0 0 225573179 352231 222448900 244946 3124279 107285 3231564 3231564 49185671 6557508 42628163 42628163 Advertising 541800 26352394 26352394 Subsidiary service fee 561000 681009 681009 Cafeteria sales 722210 579876 579876 2594377 2242685 107000 244692 30207656 236011567 95979787 26459394 75281017 522175 4989243 87048127 4075190 13340733 5958909 1312418 239132 138410 12634882 9190277 3995724 8038274 872410 15242104 5609644 4538942 141210 5785981 925652 Publications printing, 21205134 Membership solicitation 4379752 Federal & state deferre 2157060 Outbound telemarketing 1639289 Credit card fees 1119196 5626632 220726500 563219 21418297 23282799 16419067 17810710 3382828 2868709 9070947 10135200 108485369 87292838 19813623 21192531 367731965 408959241 9619408 9938850 448019354 494188040 26627595 29571845 42271112 43550736 62845288 61610492 131743995 134733073 X 314128786 357420537 2146573 2034430 316275359 359454967 448019354 494188040 X 15285067 27894541 X 0 1 1 X 1 1 0 0 0 38291369 22460190 22460190 19276141 3184049 24398840 17302644 7096196 4272201 3324922 947279 79814328 66665272 13149056 21192531 Investment in 100% owned subsidiary 9938850 9938850 Deferred rent 1299296 Pension liability 790367 Post retirement healthcare benefits 51601888 Deferred compensation 3868328 Deferred tenant allowances received 2479794 Reserved for subleased office space 1570819 61610492 236011567 220726500 15285067 16342335 11552206 27894541 43179608 Description of Uncertain Tax Positions Under FIN 48: Part X: 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 ASC 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-likely-than-not" of being sustained by the applicable tax authority. Tax benefits or positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense in the current year. The AMA adopted ASC Topic 740 in 2009 and the impact of adoption was not material. Part XI, Line 8 - Other Adjustments: Equity in earnings of subsidiary: 12,435,362. Post retirement plans change: -196,667. Restricted assets released: -686,489. 1 Europe (including Iceland and Greenland) 3 Program Services Subscriptions 237821 Central America and the Caribbean 2 Program Services Subscriptions 23091 5 0 5 260912 0 260912 0 0 0 0 0 0 1 American Association of Medical Society Executives 555 E Wells St Suite 1100 Milwaukee WI 53202 362915937 501(c)(6) 50000 Grant to support organization's programs/services American Heart Association 4301 North Fairfax Drive Suite 530 Arlington VA 22203 135613797 501(c)(3) 7500 Sponsor wine tasting and auction American National Red Cross 2025 E Street NW Washington DC 20006 530196605 501(c)(3) 1600 Donation to disaster relief American Red Cross of Greater Chicago 75 Remittance Drive Suite 1907 Chicago IL 60675 530196605 501(c)(3) 10185 Donation to disaster relief Association of American Medical Colleges 2450 North St NW Washington DC 20037 362169124 501(c)(3) 15050 Grant - Liaison Committee on Medical Education Association of American Medical Colleges 2450 North St NW Washington DC 20037 362169124 501(c)(3) 9250 Sponsorship of Hospital Quality Alliance Association of American Medical Colleges 2450 North St NW Washington DC 20037 362169124 501(c)(3) 100428 Sponsorship, Horizons in Medical Education Conference Greater NY Hospital Association Foundation 555 West 57th Street 15th FL New York NY 10019 132954140 501(c)(3) 25000 Support for Medical Workforce Collaborative Health Affairs (a division of Project Hope) 7500 Old Georgetown Road Suite 500 Bethesda MD 20814 530242962 501(c)(3) 25000 Contribution-Support for conference "Innovations in Health Delivery" Institute of Electronic and Electrical Engineer 445 Hoes Lane Piscataway NJ 08854 131656633 501(c)(3) 10502 Sponsorship w/Engineers of Med Technology Mtg on Personalized Medcn Institute of Medicine of the National Academies 500 Fifth Street NW Washington DC 20001 530196932 501(c)(3) 25000 Contribution-Support for Medical Preparedness, Catastrophic events Iowa Medical Society 1001 Grand Avenue West Des Moines IA 50265 420335500 501(c)(6) 20000 Grant- Iowa Med Society - Nursing Litigation Juvenile Diabetes Research Foundation 500 N Dearborn Chicago IL 60654 231907729 501(c)(3) 6000 Sponsorship for Gala, listing on website National Conference of State Legislatures 7700 East First Place Denver CO 80230 742232576 501(c)(3) 7500 Sponsorship of Conference for State Legislatures National Multiple Sclerosis Society 1800 M Street NW Suite 750 South Washington DC 20036 530237585 501(c)(3) 10000 Sponsorship 2010 Multiple Sclerosis Walk Partnership for a Drug Free America (Darwill Press) 156 Fifth Avenue Suite 1100 New York NY 10010 133413627 501(c)(3) 8918 Contribution Partnership for Drug Free America 2010 Gala Journal Partnership for a Drug Free America 156 Fifth Avenue Suite 1100 New York NY 10010 133413627 501(c)(3) 2500 Support for 8th Annual Gala Dinner Pennsylvania Academy of Dermatology & Dermatologic Surgery 777 East Park Drive Harrisburg PA 17105 232000689 501(c)(6) 50000 Grant- legislation for healthcare professional photo identification Project Hope 255 Carter Hall Lane Millwood VA 22646 530242962 501(c)(3) 25000 Support Volunteer Humanitarian Missions South Carolina Orthopaedic Association 17503 Mallard Copurt Lutz FL 33559 570743252 501(c)(6) 40000 Grant- legislation to enable doctors to employ physical therapists US Capitol Historical Society 200 Maryland Avenue NE Washington DC 20002 520796820 501(c)(3) 10000 Donation for dinner for the Senate & other committees US Chamber Institute for Legal Reform 1615 H Street NW Washington DC 20062 530045720 501(c)(6) 15000 Grant for legal reform World Assoiciation of Medical Editors 1925 Donner Avenue 3 Davis CA 95618 262835964 501(c)(3) 10000 Donation for scholarships for editor education Wyoming Medical Society 122 E 17th Street Cheyenne WY 82001 830164457 501(c)(6) 11500 Grant- legislation to limit midwives scope of practice expansion 18 6 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. X X 1 1 X X X X X 0 1 0 Peter W Carmel MD 163950 0 0 0 0 0 0 0 0 0 163950 0 0 0 Ardis D Hoven MD 218000 0 0 0 0 0 16500 0 0 0 234500 0 0 0 Nancy H Nielsen MD PhD 170330 0 0 0 7072 0 0 0 0 0 177402 0 0 0 Rebecca J Patchin MD 211500 0 0 0 2875 0 0 0 0 0 214375 0 0 0 J James Rohack MD 276500 0 0 0 0 0 0 0 0 0 276500 0 0 0 Cecil B Wilson MD PA 276500 0 0 0 8373 0 0 0 0 0 284873 0 0 0 Michael D Maves MD MBA 636570 0 232000 0 57332 0 14700 0 74267 0 1014869 0 0 0 Bernard L Hengesbaugh 462552 0 275000 0 45892 0 14700 0 39058 0 837202 0 0 0 Richard A Deem 362928 0 140000 0 28560 0 14700 0 21901 0 568089 0 0 0 Catherine D DeAngelis MD 524580 0 20000 0 56148 0 14700 0 59925 0 675353 0 0 0 Jon Ekdahl 364841 0 40334 0 56837 0 14700 0 42901 0 519613 0 0 0 Modena Wilson MD 339012 0 85000 0 48544 0 14700 0 31487 0 518743 0 0 0 Robert A Musacchio 315114 0 102854 0 38387 0 14700 0 58761 0 529816 0 0 0 Robert W Davis 284131 0 105951 0 26479 0 14700 0 17920 0 449181 0 0 0 Part I, Line 1a AMA reimburses three senior executives for membership dues in luncheon or social business clubs. In addition, AMA paid social club dues for the Board Chair. The dues are taxable to the individual to the extent used for personal purposes. Expenses related to utilization of the these clubs are subject to the organization's travel and entertainment expense policy. All executives can be 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. Part I, Line 4b AMA established a supplemental nonqualified retirement plan in 1994 for key executives and limited participation in the plan to 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 in the plan at the time 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. 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 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(iii) and Board member contributions are included in Column C. Dr. Nancy H. Nielsen received a $33,330 payment from this plan after leaving the Board in June 2010, which is included in column B(i) above. No other individuals listed on Schedule J were paid from this p1an. Column C also includes the contribution to the 401(k) plan for employees. Form 990, Part VI, Section A, line 2 Board of Trustee members Raj Ambay, M.D. and Christopher K. Kay had entered into a business relationship in 2010. 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 2010 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 2010 at a regularly scheduled Board meeting. All 21 Board Members receive a copy of the return and the Committee reported on the review of the Form 990 to the full Board. Form 990, Part VI, Section B, line 12c The Office of General Counsel and the Organization and Operations Committee of the AMA Board of Trustees throughout the course of the year review Board member and key employee disclosures of activities and affiliations from a conflict of interest standpoint. Written analyses are prepared and recommendations made to the Board as to whether conflicts exist. Annually, the Office of General Counsel reviews and analyzes all Board and key employee conflict of interest disclosures, and prepares a written analysis of same. Form 990, Part VI, Section B, line 15 Base salary and incentive opportunity of the CEO is established by the Compensation Committee of the AMA Board of Trustees after review of external compensation data provided by independent third party compensation consulting/survey firms. Comparability data is updated as necessary. The Compensation Committee's recommendation for the CEO is subject to approval by the full Board. Base salary and incentives for all Senior Vice Presidents are also reviewed and approved 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. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 16,342,335. Equity in earnings of subsidiary: 12,435,362. Post retirement plans change: -196,667. Restricted assets released: -686,489. Total to Form 990, Part XI, Line 5: 27,894,541. Form 990, Part VII and Schedule J Trustee Cyril M. Hetsko, M.D., FACP assigned $62,300 of his 2010 compensation to be paid to Hetsko Healthcare Consulting Services, LLC. Chair-elect and Chair Ardis D. Hoven, M.D., assigned $218,000 of her 2010 compensation to be paid to University of Kentucky. Trustee Christopher K. Kay assigned $51,500 of his 2010 compensation to be paid to Attractions Development. Trustee Edward L. Langston, M.D., assigned $86,000 of his 2010 compensation to be paid to American Health Network. Trustee Barbara L. McAneny, M.D., assigned $14,050 of her 2010 compensation to be paid to New Mexico Oncology Consultants. Chair and Past-Chair Rebecca J. Patchin, M.D., assigned $160,500 of her 2010 compensation to be paid to Loma Linda University Anesthesiology Medical Group. President and Past-President J. James Rohack, M.D., assigned $276,500 of his 2010 compensation to be paid to Scott & White Clinic. AMA Assist 515 North State Street Chicago IL 60654 300590166 Foundation-inactive IL 501(c)(3) Line 1 American Medical Association 1 AMA Services Inc 515 North State Street Chicago IL 60654 363229022 Holding Company - Business And Personal Services IL American Medical Asociation C 18907287 34184296 1.00000 AMA Insurance Agency Inc 515 North State Street Chicago IL 60654 363305962 Insurance Brokerage IL AMA Services Inc C 1.00000 American Medical Assurance Company 515 North State Street Chicago IL 60654 362874262 Business Services Reinsurance Company IL American Medical Asociation C -22820 3976903 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 1 AMA Insurance Agency Inc P 2478761 Cost/Fair Market Value AMA Insurance Agency Inc P 149173 Cost/Fair Market Value AMA Insurance Agency Inc P 200734 Cost/Fair Market Value AMA Insurance Agency Inc P 486567 Cost/Fair Market Value AMA Insurance Agency Inc A 1002882 Cost/Fair Market Value AMA Insurance Agency Inc K 617520 Cost/Fair Market Value AMA Insurance Agency Inc M 200000 Cost/Fair Market Value American Medical Assurance Company P 660 Cost/Fair Market Value American Medical Assurance Company K 20100 Cost/Fair Market Value AMA Services Inc P 472 Cost/Fair Market Value AMA Services Inc R 12100000 Cost/Fair Market Value