2026-05-12T16:47:55-05:00 2025-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2025-01-01 430691437 AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC AMER 4106893700 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 MICHAEL SHEPPARD CFO 4106893700 2026-05-11 1 JULIA FLANNERY P00928918 3012963600 2026-05-11 2025 2025-03-06 01:10:19Z MICHAEL SHEPPARD 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 41229959 0 X WWW.AUANET.ORG X 1902 MD PROMOTE STANDARDS OF UROLOGICAL EDUCATION, RESEARCH, AND THE PUBLICATION OF SCIENTIFIC LITERATURE. 13 8 184 560 1170222 568469 9672288 10445727 18021085 15917652 8067399 11263030 176414 3603550 35937186 41229959 64295 2060750 0 0 16422888 16492132 0 0 0 12827641 11424174 29314824 29977056 6622362 11252903 227018045 261203594 14847153 14067493 212170892 247136101 X TO IMPROVE PRACTICE AND PATIENT CARE BY PROVIDING AFFORDABLE QUALITY UROLOGICAL EDUCATION. 0 0 5238973 60750 3544785 OFFICE OF EDUCATION: THE OFFICE OF EDUCATION PROVIDES ESSENTIAL EDUCATIONAL OPPORTUNITIES TO UROLOGISTS, RESIDENTS, ADVANCED PRACTICE PROVIDERS (NPS AND PAS) AND UROLOGY PRACTICES INCLUDING PRACTICE ADMINISTRATORS AND CODERS. FORMATS INCLUDE LIVE IN-PERSON AND VIRTUAL COURSES, ENDURING MATERIALS (SUCH AS THE SELF-ASSESSMENT STUDY PROGRAM AND UPDATE SERIES), AND ONLINE EDUCATION SUPPORTED WITHIN THE AUAUNIVERSITY INCLUDING THE AUA CORE CURRICULUM, WEBCASTS, VIDEOS, AND MOBILE APPS. THE AUAUNIVERSITY OFFERS PHYSICIANS AND THEIR TEAM YEAR-ROUND ACCESS TO A GROWING REPOSITORY OF VALUABLE EDUCATIONAL OPPORTUNITIES. AT THE END OF 2025, THE OFFICE OF EDUCATION LAUNCHED A NEW LEARNING MANAGEMENT SYSTEM TO BETTER SUPPORT THE DIGITAL NEEDS OF OUR LEARNERS. 4676343 7443530 ANNUAL MEETING: ANNUALLY, THE AUA HOLDS A CONFERENCE FOCUSED ON CUTTING-EDGE SCIENCE AND GROUNDBREAKING RESEARCH IN UROLOGIC MEDICINE. ATTRACTING MORE THAN 15,000 UROLOGISTS, RESEARCH SCIENTISTS, AND MEDICAL PROFESSIONALS IN UROLOGY AND CLINICAL CARE, THE MEETING PROVIDES EDUCATIONAL SESSIONS ON ADVANCEMENTS IN UROLOGIC RESEARCH AND IS VITAL TO THE DEVELOPMENT OF ATTENDEES' SKILLS AND KNOWLEDGE. IN 2025, THE AUA WAS SUCCESSFULLY HELD IN LAS VEGAS AS AN IN-PERSON MEETING WITH A VIRTUAL COMPONENT, EXPANDING THE REACH OF THE EDUCATIONAL CONTENT PRESENTED IN THE BUILDING THROUGH STREAMED PRESENTATIONS OF KEY CONTENT. THE MEETING INCLUDED PLENARY PRESENTATIONS, INDUSTRY CLINICAL UPDATES SHOWCASING ADVANCEMENTS AND INNOVATIONS IN LABORATORY EQUIPMENT, PHARMACEUTICAL PRODUCTS, AND DIAGNOSTIC TOOLS, INSTRUCTIONAL COURSES, AND ABSTRACT PRESENTATIONS. 4072051 311517 SCIENCE & QUALITY: THE SCIENCE AND QUALITY (S&Q) DIVISION PROVIDES STRATEGIC OVERSIGHT ALONG WITH THE S&Q COUNCIL AS THEY SHAPE AND EXECUTE THE BROAD SCIENCE, QUALITY, AND DATA AGENDA OF THE AUA. THIS AGENDA INCLUDES THE CREATION, DISSEMINATION AND IMPLEMENTATION OF CLINICAL GUIDELINES AND LITERATURE UPDATES; MAINTENANCE OF THE AUA QUALITY (AQUA) REGISTRY; DEVELOPMENT AND IMPLEMENTATION OF PHYSICIAN PERFORMANCE MEASURES; ADVANCEMENT OF PATIENT SAFETY INITIATIVES; MONITORING OF FEDERAL, STATE, AND LOCAL QUALITY HEALTH CARE PROGRAMS; AND THE FORMATION AND EXECUTION OF DATA PROJECTS. FOR 2025, AUA COMPLETED FOUR FULL-LENGTH GUIDELINES IN ADDITION TO TWO GUIDELINE AMENDMENTS AND FIVE UPDATE LITERATURE REVIEWS. ELEVEN GUIDELINE SUMMARIES WERE FEATURED IN THE JOURNAL OF UROLOGY. A FURTHER SIX GUIDELINES AND SIX AMENDMENTS CONTINUED PRODUCTION THROUGHOUT 2025 FOR FUTURE RELEASE. IN 2025, NEARLY 4,200 RESPONDENTS COMPLETED THE ANNUAL CENSUS AND AUA RELEASED ITS 11TH ANNUAL CENSUS REPORT ON U.S PRACTICING UROLOGISTS AND A SUPPLEMENTARY AUA SECTION CENSUS REPORT. ADDITIONALLY, 14 ABSTRACTS WERE PRESENTED AT AUA25 AND 8 PEER-REVIEWED ARTICLES WERE PUBLISHED BASED ON CENSUS OR AQUA DATA. THE DATA RESEARCH PROGRAM AWARDED AND COMPLETED 6 NEW RESEARCH PROJECTS IN 2025, INCLUDING 3 BASED ON CENSUS DATA AND 3BASED ON AQUA REGISTRY DATA. THREE ADDITIONAL PROJECTS WERE SELECTED FOR FUNDING IN 2026 OUT OF 40 SUBMITTED LETTERS OF INTENT, WITH ALL 3 AWARDED PROJECTS BASED ON AQUA REGISTRY DATA. IN 2025, THE AQUA REGISTRY TRANSITIONED TO A NEW DATA INGESTION VENDOR AND ACHIEVED AN 83% RETENTION RATE WITH OVER 2,000 PARTICIPANTS. THE AQUA REGISTRY WAS APPROVED BY CMS AS A QUALIFIED CLINICAL DATA REGISTRY (QCDR) FOR THE 2025 MIPS REPORTING YEAR. CMS APPROVED SEVEN AQUA MEASURES FOR USE IN MIPS, A PAY-FOR-PERFORMANCE PROGRAM FOR CLINICIANS. QUALITY-RELATED RESOURCES DEVELOPED THROUGHOUT THE YEAR INCLUDED A QUALITY IMPROVEMENT (QI) PROJECT GUIDE AND FOUR ACCOMPANYING PODCAST EPISODES, A MEETING SUMMARY, TOOLKIT, AND PODCAST DERIVED FROM THE PROSTATE MRI IMAGE QUALITY QI SUMMIT, A WEBINAR THAT FOCUSED ON THE MIPS VALUE PATHWAYS (MVP) REPORTING OPTION, AS WELL AS THE LAUNCH OF QIPS INSIGHTS, A PODCAST SERIES THAT HIGHLIGHTS AUA MEMBERS' QI PROJECTS. OTHER ACTIVITIES INCLUDED SUPPORTING THE DEVELOPMENT OF FOUR AUANEWS ARTICLES, UPDATING TOOLKITS EXPLAINING CMS' TRADITIONAL MIPS AND MVP REPORTING PATHWAYS, AND DRAFTING A QUALITY IMPROVEMENT ISSUE BRIEF (QIIB) DRAFT FOCUSED ON JOY IN WORK. 4822203 2000000 3760317 JOURNAL OF UROLOGY, MEDICAL ORGAN LIASIONS, AND OFFICE OF REASEARCH. 4822203 2000000 3760317 18809570 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 275 0 1 184 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 8 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 MD X BARBARA B HARTFORD 4106893700 1000 CORPORATE BLVD LINTHICUM HTS MD 210902260 LANE PALMER MD PRESIDENT (BEG 4/30/25) 7.00 3.00 X X 73578 31534 0 EUGENE RHEE MD PRESIDENT ELECT 7.00 3.00 X X 0 0 0 STEPHEN NAKADA MD IMMEDIATE PAST PRES (BEG 4/30/25) 7.00 3.00 X X 55627 23841 0 RANDALL MEACHAM MD IMMEDIATE PAST PRES (THRU 4/29/25) 7.00 3.00 X X 0 0 0 DAVID F PENSON MD SECRETARY 7.00 3.00 X X 77231 33099 0 THOMAS F STRINGER MD TREASURER (THRU 4/29/25) 7.00 5.00 X X 23735 16953 0 JENNIFER MILES-THOMAS TREASURER 7.00 5.00 X X 39679 28342 0 ARTHUR E TARANTINO MD DIRECTOR (THRU 4/29/25) 7.00 3.00 X 0 0 0 JAY ALAN MOTOLA DIRECTOR 7.00 3.00 X 0 16875 0 DAMARA KAPLAN MD DIRECTOR 7.00 3.00 X 0 0 0 HASSAN RAZVI MD DIRECTOR (THRU 4/29/25) 7.00 3.00 X 0 0 0 RONALD KAUFMAN DIRECTOR 7.00 3.00 X 0 0 0 ARTHUR L BURNETT II MD DIRECTOR 7.00 3.00 X 3526 1510 0 GLENN M PREMINGER MD DIRECTOR 7.00 3.00 X 2013 863 0 CHRISTOPHER PORTER MD DIRECTOR 7.00 3.00 X 898 385 0 TOBIAS STEEN KOHLER MD DIRECTOR 7.00 3.00 X 618 265 0 ADAM KIBEL MD DIRECTOR 7.00 3.00 X 1750 750 0 MICHAEL T SHEPPARD CHIEF EXECUTIVE OFFICER 24.00 16.00 X 522488 348326 92617 BARBARA B HARTFORD EVP FINANCE, CFO 24.00 16.00 X 207555 138369 62782 JANET V SKOREPA EXECUTIVE VICE PRESIDENT 30.00 10.00 X 342600 114200 70279 PATRICIA HOPE EVP, CHIEF MARKETING & DEVELOPMENT 22.00 18.00 X 250438 204904 59801 MAUREEN CONES EVP & GENERAL COUNSEL 24.00 16.00 X 207785 138523 37135 SHELBY ENGLERT VP OF EDUCATION 40.00 X 288435 0 80111 SHARON DUPREE EVP, CHIEF HUMAN RESOURCES OFFICER 40.00 X 304155 0 79496 RAJ MANOCHA EVP, CHIEF TECHNOLOGY OFFICER 40.00 X 295501 0 80777 CLAIR THORP EVP, CHIEF SCIENCE OFFICER 40.00 X 220350 0 27027 DANA HAMER VP MKTG, COMM & MEMBER ENGAGEMENT 26.00 14.00 X 157717 84926 70590 RAYMOND WEZIK VP & DEPUTY EXECUTIVE 6.00 34.00 X 39644 224651 50401 RICHARD C SIGLER DIR OF PROJECTS & IT GOVERNANCE 40.00 X 203136 0 70049 ALEXIS HELSEL DIR OF DATA MGMT & STAT SVCS 40.00 X 208660 0 58165 JOHANNY KUGELMAN-TONOS DIR OF RESEARCH 40.00 X 224067 0 3638 KEITH PRICE DIR OF INDUSTRY RELATIONS 36.00 4.00 X 194936 21659 36373 DANIEL KULP DIR OF PUBLICATIONS 32.00 8.00 X 169313 42328 39937 4115435 1472303 919178 49 0 1 0 FREEMAN AUDIO VISUAL INC PO BOX 734596 DALLAS TX 75265 AUDIO VISUAL SERVICES 1411678 THE VENETIAN RESORT 3355 LAS VEGAS BLVD SOUTH LAS VEGAS NV 89109 EVENT SERVICES 757177 GLOBAL EXPERIENCE SPECIALISTS INC PO BOX 96174 CHICAGO IL 60693 CONVENTION MANAGEMENT 294859 FULCRUM DIGITAL INC 259 WEST 30TH ST FL 13 NEW YORK NY 10001 INFORMATION TECHNOLOGY SERVICES 233091 CDW DIRECT LLC PO BOX 75723 CHICAGO IL 60675 SOFTWARE APPLICATION SERVICES 176865 16 2225000 15000 8205727 10445727 REGISTRATION FEES 541900 9102004 9102004 EDITORIAL ALLOWANCE 541900 3070246 3070246 SUBSCRIPTION FEES 541900 2098095 2098095 ADVERTISING 541900 857503 857503 EXHIBITS 541900 94220 94220 695584 695584 15917652 11263030 11263030 3506673 312719 3193954 OTHER 900099 96877 96877 96877 41229959 15060149 1170222 14553861 X 2000000 2000000 39750 39750 21000 21000 3433698 1882337 1551361 9059271 4966252 4093019 1238048 678693 559355 1747871 958175 789696 1013244 555456 457788 76030 60643 15387 207057 165154 41903 164877 164877 7656048 6280918 1375130 366316 281692 84624 386650 26369 360281 1079458 687241 392217 825785 56316 769469 218817 91770 127047 HISTORY FUND 329338 329338 INCOME TAXES 71592 57804 13788 BAD DEBT EXPENSE 42206 42206 29977056 18809570 11167486 0 1005 1005 18558309 20392088 2189580 2212072 3460758 3562631 33111696 18375651 14889463 14736045 53640227 59591992 134252064 160654585 26639 53176 227018045 261203594 4793495 4600360 10053658 9467133 14847153 14067493 X 211742855 246687334 428037 448767 212170892 247136101 227018045 261203594 X 11252903 23663383 48923 X 0 1 X 1 0 X 12259617 5877680 10714077 9672288 10445727 48969389 14435023 16499783 17551682 17154339 15060149 80700976 26694640 22377463 28265759 26826627 25505876 129670365 0 0 0 129670365 6980735 4795695 6117990 7648699 14456984 40000103 397719 358899 359990 288243 449091 1853942 7378454 5154594 6477980 7936942 14906075 41854045 1963671 159028 195600 175035 96877 2590211 36036765 27691085 34939339 34938604 40508828 174114621 0.74470 0.74790 0.24040 0.20080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 428037 27460 6730 448767 412432 15650 45 428037 390147 24285 2000 412432 426668 -32818 3703 390147 408506 19162 1000 426668 0.39000 0.61000 0 0 2975858 2975858 20907519 10900436 10007083 9158090 7475215 1682875 70229 70229 14736045 COMMON STOCK 499222 F DEVELOPED MARKETS INDEX FUND INST 47020323 F PRIMECAP CORE FUND INVESTOR 25156695 F TOTAL BOND MARKET INDEX FUND INST 25122741 F TOTAL INTERNATIONAL BOND INDEX INST 15116418 F TOTAL STOCK MARKET INDEX FUND INST 47739186 F 160654585 X 54070920 23663383 26103991 49767374 4303546 164877 36761536 36926413 41229959 44144125 16331946 16331946 27812179 164877 2000000 2164877 29977056 PART III, LINE 1A: THE ORGANIZATIONS' COLLECTIONS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE, SCIENTIFIC SPECIMENS, AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL, RESEARCH, SCIENTIFIC, AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED, AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. THE ORGANIZATIONS HAVE NOT CAPITALIZED OBJECTS DONATED TO THE HISTORY OF UROLOGY MUSEUM AND, AS A RESULT, DOES NOT LIST ANY VALUE FOR THOSE OBJECTS ON THE COMBINED STATEMENTS OF FINANCIAL POSITION. PART III, LINE 4: SEE DESCRIPTION IN PART III, LINE 1A. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT AWARDS FOR THE ADVANCEMENT OF UROLOGIC MEDICINE. PART X, LINE 2: MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: AMERICAN UROLOGICAL ASSOCIATION, INC. REVENUE 18,583,239. INCOME ELIMINATED ON THE CONSOLIDATED FINANCIAL STATEMENTS -225,000. UROLOGY CARE FOUNDATION, INC. REVENUE 7,590,897. AUAPAC REVENUE 154,855. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT INCOME REPORTED SEPERATELY ON FINANCIAL STATEMENTS 34,761,536. RELATED PARTY CONTRIBUTION 2,000,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: AMERICAN UROLOGICAL ASSOCIATION, INC. EXPENSES 12,854,303. EXPENSES ELIMINATED ON CONSOLIDATED FINANCIAL STATEMENTS -225,000. UROLOGY CARE FOUNDATION, INC. EXPENSES 3,656,143. AUAPAC EXPENSES 46,500. PART XII, LINE 4B - OTHER ADJUSTMENTS: RELATED PARTY GRANT 2,000,000. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 16130 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 92470 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 105956 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 564 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 34429 SOUTH AMERICA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 88909 SOUTH ASIA 0 0 PROGRAM SERVICES EDUCATION & RESEARCH 54871 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 4500 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS 4500 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 1500 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS 6000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS 4500 0 0 0 0 0 0 397829 16500 414329 EXCHANGE SCHOLAR STIPEND EAST ASIA AND THE PACIFIC 3 4500 CHECK/WIRE TRANSFER EXCHANGE SCHOLAR STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 3 4500 CHECK/WIRE TRANSFER EXCHANGE SCHOLAR STIPEND NORTH AMERICA 1 1500 CHECK/WIRE TRANSFER EXCHANGE SCHOLAR STIPEND SOUTH AMERICA 4 6000 CHECK/WIRE TRANSFER EXCHANGE SCHOLAR STIPEND SOUTH ASIA 3 4500 CHECK/WIRE TRANSFER 0 0 0 0 0 1 PART I, LINE 2: THE USE OF GRANT FUNDS ARE MONITORED THROUGH AUAER'S REPRESENTATION AT SUB-SPECIALTY SOCIETY MEETINGS, REVIEW OF REPORTS, AND LIAISON RELATIONSHIPS WITH GRANT RECIPIENTS. 1 UROLOGY CARE FOUNDATION 1000 CORPORATE BLVD LINTHICUM HEIGHTS MD 21090 203210212 501(C)(3) 2000000 0 BOARD APPROVED INTERCOMPANY GRANT FROM AUAER TO UCF 1 0 GOLD CYSTOSCOPE AWARD 1 2000 LIFETIME ACHIEVEMENT AWARD 1 2000 RAMON GUITERAS AWARD 1 3000 HUGH HAMPTON YOUNG AWARD 1 2000 MID-CAREER AWARD 1 2000 OUTSTANDING GRADUATE SCHOLAR AWARD 2 2000 DATA RESEARCH PROGRAM GRANT 6 12000 SURVEY PARTICIPATION INCENTIVE GIFT CARDS 51 12750 EUGENE FULLER TRI PROSTATE AWARD 1 2000 PART I, LINE 2: THE USE OF GRANT FUNDS ARE MONITORED THROUGH AUAER'S REPRESENTATION AT SUB-SPECIALTY SOCIETY MEETINGS, REVIEW OF REPORTS, AND LIAISON RELATIONSHIPS WITH GRANT RECIPIENTS. X X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 MICHAEL T SHEPPARD CHIEF EXECUTIVE OFFICER 435124 290083 77868 51912 9496 6331 42394 28263 13175 8785 578057 385374 0 0 JANET V SKOREPA EXECUTIVE VICE PRESIDENT 294158 98053 46481 15494 1961 653 34108 11369 18602 6200 395310 131769 0 0 PATRICIA HOPE EVP, CHIEF MARKETING & DEVELOPMENT 212745 174064 36759 30076 934 764 24628 20150 8263 6760 283329 231814 0 0 BARBARA B HARTFORD EVP FINANCE, CFO 177790 118527 28648 19098 1117 744 27068 18044 10602 7068 245225 163481 0 0 SHARON DUPREE EVP, CHIEF HUMAN RESOURCES OFFICER 262521 0 40499 0 1135 0 41552 0 37944 0 383651 0 0 0 MAUREEN CONES EVP & GENERAL COUNSEL 178334 118889 28680 19120 771 514 17930 11953 4351 2901 230066 153377 0 0 RAJ MANOCHA EVP, CHIEF TECHNOLOGY OFFICER 252894 0 42027 0 580 0 40655 0 40122 0 376278 0 0 0 SHELBY ENGLERT VP OF EDUCATION 255993 0 31848 0 594 0 40280 0 39831 0 368546 0 0 0 RAYMOND WEZIK VP & DEPUTY EXECUTIVE 35316 200125 4294 24333 34 193 4894 27734 2666 15107 47204 267492 0 0 DANA HAMER VP MKTG, COMM & MEMBER ENGAGEMENT 138715 74693 18459 9940 543 293 21454 11552 24430 13154 203601 109632 0 0 RICHARD C SIGLER DIR OF PROJECTS & IT GOVERNANCE 183483 0 19258 0 395 0 28812 0 41237 0 273185 0 0 0 ALEXIS HELSEL DIR OF DATA MGMT & STAT SVCS 187705 0 20765 0 190 0 13492 0 44673 0 266825 0 0 0 KEITH PRICE DIR OF INDUSTRY RELATIONS 168616 18735 26183 2909 137 15 26679 2964 6057 673 227672 25296 0 0 DANIEL KULP DIR OF PUBLICATIONS 152814 38203 15580 3895 919 230 10353 2588 21597 5399 201263 50315 0 0 CLAIR THORP EVP, CHIEF SCIENCE OFFICER 190476 0 24100 0 5774 0 0 0 27027 0 247377 0 0 0 JOHANNY KUGELMAN-TONOS DIR OF RESEARCH 203635 0 20250 0 182 0 0 0 3638 0 227705 0 0 0 PART I, LINE 1A OFFICERS AND DIRECTORS ARE ENTITLED TO FIRST CLASS TRAVEL ON TRIPS OVER ESTABLISHED TIME AND DISTANCE LIMITS. THIS AMOUNT IS NOT INCLUDED IN TAXABLE COMPENSATION. OFFICERS AND DIRECTORS ARE ENTITLED TO TRAVEL FOR COMPANIONS ON SELECT TRIPS DURING THE YEAR. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. CERTAIN OFFICERS RECEIVE TAX INDEMINIFICATION AND GROSS-UP PAYMENTS FOR THEIR SPOUSAL TRAVEL. THIS AMOUNT IS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 7 THE ORGANIZATION HAS AN ANNUAL DISCRETIONARY BONUS PLAN FOR SENIOR MANAGEMENT BASED ON PERFORMANCE. FORM 990, PART I, LINE 6 THE NUMBER OF VOLUNTEERS WAS ESTIMATED BASED ON THE NUMBER OF PHYSICIAN'S PARTICIPATING ON PHYSICIAN COMMITTEES. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE HAS DELEGATED AUTHORITY ONLY TO HANDLE THE DETAILS OF MANAGEMENT BETWEEN BOARD MEETINGS. HOWEVER, THE EXECUTIVE COMMITTEE REPORTS BACK TO THE FULL BOARD, WHICH NORMALLY SHOULD RATIFY ANY SIGNIFICANT DECISION OR ACTION OF THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 ALL MEMBERS HAVE A RIGHT TO APPROVE/CHANGE BYLAWS AND TO ELECT THE TREASURER AND SECRETARY OFFICER POSITIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A SEE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR LINE 6. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE FINANCE COMMITTEE, SENIOR STAFF, AND AN ELECTRONIC COPY WAS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL COMMITTEE MEMBERS ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE COIS ARE REVIEWED BY ALL COMMITTEE CHAIRS PRIOR TO ALL MEETINGS. THE REVIEW IS LISTED AS A DISCUSSION ITEM ON EVERY COMMITTEE AGENDA AND THE REVIEW AND DISCUSSION IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY IS DETERMINED EACH YEAR BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS COMMITTEE IS COMPRISED OF THREE AUAER BOARD MEMBERS. THE AUAER TREASURER AND CFO SERVE AS NON-VOTING LIAISONS/ADVISORS TO THE COMMITTEE. DURING 2023, AN AGREEMENT WAS REACHED FOR A RENEWED FIVE-YEAR CONTRACT. COMPENSATION AND BENEFITS WERE DEVELOPED BY AN INDEPENDENT CONSULTANT FIRM UTILIZING SALARY SURVEYS OF SIMILAR ORGANIZATIONS. A COMPREHENSIVE PERFORMANCE REVIEW WAS COMPLETED BY VARIOUS GROUPS INCLUDING AUAER STAFF, BOARD MEMBERS AND COMMITTEE CHAIRS. THE COMPENSATION COMMITTEE'S RECOMMENDATION WAS REVIEWED AND VOTED ON BY THE BOARD OF DIRECTORS. ALL COMPENSATION DISCUSSIONS ARE CONDUCTED DURING AN EXECUTIVE SESSION OF THE BOARD WHERE THE CEO IS NOT PRESENT. AUAER DOES NOT HAVE A FORMAL PROCESS THAT INCLUDES A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILLITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION FOR DETERMINING COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. HOWEVER, AUAER DOES SUBSCRIBE TO SALARY SURVEYS AND USES AN INTERNAL COMPENSATION COMMITTEE TO REVIEW THE COMPENSATION OF SELECT POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE ALL AVAILABLE UPON REQUEST AT OUR CORPORATE OFFICE, 1000 CORPORATE BOULEVARD, LINTHICUM, MD 21090 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 5,773,032. MANAGEMENT AND GENERAL EXPENSES 1,367,690. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,140,722. STIPENDS: PROGRAM SERVICE EXPENSES 507,886. MANAGEMENT AND GENERAL EXPENSES 7,440. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 515,326. FORM 990, FUNCTIONAL EXPENSES EMPLOYEES OF AUAER ALSO PROVIDE SERVICES TO AMERICAN UROLOGICAL ASSOCIATION, INC. (AUA), A RELATED ORGANIZATION, AND TO UROLOGY CARE FOUNDATION (UCF), A RELATED ORGANIZATION. AUA AND UCF REIMBURSE AUAER FOR THOSE SERVICES. AUA ALSO REIMBURSES AUAER FOR ITS PROPORTIONATE USE OF BUILDING OR OTHER ASSETS OWNED BY AUAER THROUGH A COST-SHARING AGREEMENT. FORM 990, PART XI, LINE 9: CHANGE IN PENSION BENEFIT OBLIGATION 48,923. AMERICAN UROLOGICAL ASSOCIATION INC 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 522205122 MEMBERSHIP ORGANIZATION MD 501(C)(6) N/A 0 UROLOGY CARE FOUNDATION INC 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 203210212 GRANTMAKING MD 501(C)(3) LINE 7 AMERICAN UROLOGICAL ASSOCIATION EDUCATION AND RESEARCH INC 1 AMERICAN UROLOGICAL ASSOCIATION INC POLITICAL ACTION COMMITTEE 1000 CORPORATE BOULEVARD LINTHICUM HEIGHTS MD 21090 832403252 POLITICAL ACTIVITY MD 527 AMERICAN UROLOGICAL ASSOCIATION INC 0 0 1 1 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 AMERICAN UROLOGICAL ASSOCIATION INC O 3807581 MARKET VALUE OF SERVICES AMERICAN UROLOGICAL ASSOCIATION INC Q 3500000 CASH UROLOGY CARE FOUNDATION INC O 1489100 MARKET VALUE OF SERVICES UROLOGY CARE FOUNDATION INC Q 525000 CASH UROLOGY CARE FOUNDATION INC C 225000 CASH UROLOGY CARE FOUNDATION INC B 2000000 CASH AMERICAN UROLOGICAL ASSOCIATION INC C 2000000 CASH PART V, LINE 2: THE AMOUNT INCLUDED ON LINE 3, TRANSACTION TYPE Q, ALSO INCLUDES AMOUNTS RELATED TO N AND O. THE AMOUNT REPRESENTS THE SUPPORT DEPARTMENT ALLOCATION AND GENERAL, ADMINISTRATIVE, AND GOVERNANCE EXPENSES THAT ARE REIMBURSED BY AND ALLOCATED TO THE AUA AND UCF.