2023-11-13T11:57:12-06:00 2022-12-31 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2022-01-01 522317193 THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC AMER 3016347818 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 SUSAN MEDICK CPA CFOO 3016347818 2023-11-10 1 SUSAN MEDICK CPA XXX-XX-XXXX 0 AMANDA E WATERHOUSE P02014004 3362724551 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORETTA DOAN PHD 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 34849268 0 X WWW.AAI.ORG X 2001 MD TO ADVANCE AND DISSEMINATE THE KNOWLEDGE OF IMMUNOLOGY AND RELATED DISCIPLINES, TO FOSTER INTERCHANGE OF IDEAS AND INFORMATION AMONG INVESTIGATORS IN THE VARIOUS DISCIPLINES, AND PROMOTING AN UNDERSTANDING OF THE FIELD OF IMMUNOLOGY. 8 8 32 211 407930 209940 49110 53570 8778789 9586312 6328575 185806 91380 96788 15247854 9922476 1940810 2157852 0 0 4181813 5155201 0 0 0 3973942 5904508 10096565 13217561 5151289 -3295085 91493241 75684116 5781240 7105449 85712001 68578667 X THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS (AAI) IS AN INTERNATIONAL ASSOCIATION REPRESENTING PROFESSIONALLY TRAINED SCIENTISTS WHO CONDUCT BASIC AND CLINICAL RESEARCH ON THE BIOLOGY OF THE IMMUNE SYSTEM. AAI IS DEDICATED TO ADVANCING THE KNOWLEDGE OF IMMUNOLOGY, FOSTERING THE INTERCHANGE OF IDEAS AND INFORMATION AMONG INVESTIGATORS, AND ADDRESSING THE POTENTIAL INTEGRATION OF IMMUNOLOGIC PRINCIPLES INTO CLINICAL PRACTICE. AAI SERVES ITS MEMBERS BY PROVIDING A CENTER FOR THE DISSEMINATION OF INFORMATION RELEVANT TO THE FIELD AND ITS PRACTICES SUCH AS EDUCATIONAL AND PROFESSIONAL OPPORTUNITIES, SCIENTIFIC MEETINGS, MEMBERSHIP-DERIVED ISSUES AND OPINIONS, AND IMPORTANT SOCIAL AND POLITICAL MATTERS. AAI OWNS AND PUBLISHES THE JOURNAL OF IMMUNOLOGY-THE LARGEST AND MOST HIGHLY CITED JOURNAL IN THE FIELD. 0 1 2567677 5139252 THE JOURNAL OF IMMUNOLOGY:A MAJOR VEHICLE OF INFORMATION DISSEMINATION FOR RESEARCH FINDINGS IN THE FIELD OF IMMUNOLOGY IS THROUGH PUBLICATION OF THAT WORK IN THE JOURNAL OF IMMUNOLOGY (THE JI) - A SCHOLARLY PUBLICATION OWNED AND PRODUCED BY AAI. THE JI IS PUBLISHED SEMIMONTHLY AND REPORTS NOVEL RESULTS FROM ALL AREAS OF EXPERIMENTAL IMMUNOLOGY. IT IS THE OLDEST AND MOST HIGHLY CITED JOURNAL IN THE FIELD. THE JI IS PUBLISHED IN PRINT AND ONLINE, AND IS DISTRIBUTED TO ALL AAI MEMBERS AS WELL AS OTHER SUBSCRIBERS, INCLUDING MAJOR RESEARCH INSTITUTIONS AND BIOTECH COMPANIES. ABSTRACTS OF ALL ARTICLES ARE PUBLISHED ONLINE IMMEDIATELY UPON PUBLICATION, AND ARE FREELY AVAILABLE TO THE PUBLIC. FULL LENGTH ARTICLES ARE AVAILABLE ONLINE TO THE PUBLIC 12 MONTHS AFTER THEIR INITIAL PUBLICATION. ALL JOURNAL CONTENT CAN BE VIEWED AT WWW.JIMMUNOL.ORG. THE JI EDUCATES AAI MEMBERS AS WELL AS NON-MEMBER SCIENTISTS AND PHYSICIANS, 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 NINE-MEMBER PUBLICATION COMMITTEE, WHICH ALSO INCLUDES THE CHIEF EXECUTIVE OFFICER, WHO SERVES AS THE EXECUTIVE EDITOR OF THE JI. 2813866 2157852 AWARDS:THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS ANNUALLY HONORS THE RESEARCH ACHIEVEMENTS AND PROFESSIONAL PROMISE OF OVER 1,000 SCIENTISTS THROUGH FELLOWSHIPS, CAREER AWARDS, AND TRAVEL GRANTS. AAI FELLOWSHIPS PROVIDE REGULAR AND TRAINEE MEMBERS WITH CAREER ADVANCEMENT OPPORTUNITIES THROUGH PROGRAMS SUPPORTING TRAINEES' SALARIES AND PUBLIC POLICY EDUCATION. AAI CAREER AWARDS HONOR INDIVIDUALS FOR OUTSTANDING RESEARCH AND CAREER ACHIEVEMENTS. AAI MEMBERS ARE ELIGIBLE FOR THESE CAREER AWARDS, WHICH ARE AMONG THE LEADING PROFESSIONAL HONORS PRESENTED ANNUALLY TO IMMUNOLOGISTS. AAI TRAVEL AWARDS AND GRANTS RECOGNIZE THE PROMISE AND BOLSTER THE PROFESSIONAL DEVELOPMENT OF INVESTIGATORS OF ALL CAREER STAGES BY ASSISTING THEM WITH TRAVEL TO THE AAI ANNUAL MEETING AND TRAVEL TO LEARN TECHNIQUES. IN ITS COMMITMENT TO THE CULTIVATION OF CAREER OPPORTUNITIES FOR PROMISING YOUNG SCIENTISTS, AAI ALSO PROVIDES SUPPORT FOR OVER 100 TRAVEL AWARDS AT SELECTED OTHER IMMUNOLOGY CONFERENCES. 2545973 1511941 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 COSTS, AND THEY ARE ENCOURAGED TO PURSUE SPEAKING OPPORTUNITIES AT THE MEETING AND TO ATTEND PROGRAMS AND SEMINARS GEARED TOWARD 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 UNDERREPRESENTED 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. IN 2022, AAI WENT BACK TO HOLDING ITS ANNUAL MEETING IN PERSON. 357283 440776 INTRODUCTORY COURSE 1860763 733947 COMMITTEES AND MEMBER SERVICES 328926 469296 ADVANCED COURSE 204284 110055 IMMUNOHORIZONS 36531 COLLEGE AND HIGH SCHOOL TEACHERS 2787787 1754074 10715303 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 46 0 1 32 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 1 1 0 0 MD X SUSAN MEDICK CPA CFOO 3016347818 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 MARK M DAVIS PHD PRESIDENT 1.00 X X 0 0 0 AKIKO IWASAKI PHD VICE PRESIDENT 1.00 X X 0 0 0 JOAN GOVERMAN PHD SECRETARY-TREASURER 1.00 X X 0 0 0 GARY A KORETZKY MD PHD PAST PRESIDENT 1.00 X X 0 0 0 JENNY P TING PHD PAST PRESIDENT - UNTIL 6/2022 1.00 X X 0 0 0 STEPHEN JAMESON PHD COUNCILLOR 1.00 X 300 0 0 ULRICH VON ANDRIAN MD COUNCILLOR 1.00 X 300 0 0 AVERY AUGUST PHD COUNCILLOR 1.00 X 300 0 0 SUSAN M KAECH PHD COUNCILLOR 1.00 X 0 0 0 M MICHELE HOGAN PHD CHIEF EXECUTIVE OFFICER - UNTIL 8/31/22 37.50 X 719603 0 34484 MARIA ZAVARELLO CPA CHIEF FINANCIAL OFFICER 37.50 X 220130 0 21442 LAUREN GROSS JD DIR PUBLIC POLICY/GOVT AFFAIRS 37.50 X 272144 0 26063 BETHANY COULTER DIRECTOR OF COMMUNICATIONS 37.50 X 160002 0 15693 DALE BENGSTON WEB MASTER 37.50 X 158198 0 15039 MARY LITZINGER PHD DIR EDUCATION & CAREER DEV 37.50 X 146560 0 24213 CATHERINE WATTENBERG DIRECTOR OF PUBLICATIONS 37.50 X 140007 0 33738 1817544 0 170672 16 0 1 0 FASEB 6120 EXECUTIVE BLVD 230 ROCKVILLE MD 20852 HR AND PAYROLL SERVICES 1243943 KNOWLEDGEWORKS GLOBAL 410 HIGHWAY 25 S BRAINERD MN 56401 PUBLICATION SERVICES 443563 THE SHERIDAN PRESS 450 FAME AVE HANOVER PA 17331 PRINTING SERVICES 354892 GKG LAW PC 1055 THOMAS JEFFERSON ST 620 WASHINGTON DC 20007 LEGAL SERVICES 270089 SILVERCHAIR SCIENCE & COMMUNICATIONS 316 E MAIN STREET STE 300 CHARLOTTESVILLE VA 22902 HOSTING SERVICES 268882 14 53570 53570 JOURNAL OF IMMUNOLOGY 541800 5470982 5139252 331730 ANNUAL MEETING 900099 2358131 1511941 846190 IMMUNOLOGY COURSES 900099 910072 910072 MEMBERSHIP DUES 900099 721303 721303 IMMUNOHORIZONS 900099 113180 110055 3125 12644 12644 9586312 767862 767862 24344736 24826547 100245 -481811 -100245 -582056 -582056 WEBSITE JOB POSTING 541800 57940 57940 BAD DEBT RECOVERY 900099 22975 22975 ADVERTISING 541800 15135 15135 738 738 96788 9922476 8405267 407930 1055709 36424 36424 2092332 2092332 29096 29096 999026 805865 193161 2963808 2390757 573051 284778 229716 55062 640130 516360 123770 267459 215746 51713 255130 192730 62400 37895 28627 9268 600252 600252 485870 367035 118835 129803 129803 243101 228007 15094 281597 224672 56925 339332 262762 76570 153751 144422 9329 151515 108038 43477 86290 70681 15609 INCOME TAX 91259 91259 PUBLICATION SALES 1302702 1302702 OTHER DIRECT COSTS 1219379 1171460 47919 BANK & CREDIT CARD FEES 381847 155357 226490 144785 142514 2271 13217561 10715303 2502258 0 3597879 2731720 1613194 1561534 146199 238332 260041 297912 2200042 1319869 639727 880173 76254315 60022228 8227472 8358769 754414 1593448 91493241 75684116 1317017 1451228 3194537 3495685 1269686 2158536 5781240 7105449 X 85600613 68477029 111388 101638 85712001 68578667 91493241 75684116 -3295085 -13838249 0 X 0 1 X 1 0 X 26745 29383 35990 49110 53570 194798 9006243 9328063 7649110 8226404 8405267 42615087 870031 1013574 5000 243520 846190 2978315 9903019 10371020 7690100 8519034 9305027 45788200 13431 12048 7809 8555 6810 48653 88229 94357 96235 278821 101660 106405 7809 8555 103045 327474 45460726 820719 823247 794176 910016 767862 4116020 185264 166052 158941 208392 209940 928589 1005983 989299 953117 1118408 977802 5044609 8100 3978 35745 67 23713 71603 10917102 11364297 8678962 9637509 10306542 50904412 0.89310 0.89760 0.09910 0.09510 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 8,100. 2019 AMOUNT: $ 3,978. 2020 AMOUNT: $ 8,701. 2021 AMOUNT: $ 67. 2022 AMOUNT: $ 738. BAD DEBT RECOVERY - 2020 AMOUNT: $ 27,044. 2022 AMOUNT: $ 22,975. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 38998 38998 12355209 12394207 769710 192428 0 0 725838 606071 621033 769710 2722652 4083978 48513 66236 50383 38998 204130 181460 151518 155258 192428 680664 1020996 985528 610789 374739 961790 461551 500239 252724 247529 5195 880173 HEDGE FUNDS 8358769 F 8358769 31116 DEFERRED COMPENSATION PLAN 473369 CAPITAL LEASE OBLIGATION 13019 LEASE LIABILITY 1634968 MARYLAND TAXES PAYABLE 6064 2158536 X -4437130 -13838249 1625 -13836624 9399494 600252 -77270 522982 9922476 12696204 1625 77270 78895 12617309 600252 600252 13217561 PART X, LINE 2: AAI IS ORGANIZED AS A NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(2). AAI IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, AAI IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. AAI RECEIVES UNRELATED BUSINESS INCOME FROM THE SALE OF ADVERTISING AND INVESTMENTS IN HEDGE FUNDS. AAI IS SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. DURING THE YEAR ENDED DECEMBER 31, 2022, AAI GENERATED $349,990 IN GROSS TAXABLE UNRELATED BUSINESS INCOME. THE INCOME TAX EXPENSE ASSOCIATED WITH THE UNRELATED BUSINESS INCOME WAS $91,259 FOR THE YEAR ENDED DECEMBER 31, 2022, AND HAS BEEN RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM DISPOSAL OF PROPERTY & EQUIPMENT REPORTED IN PART VIII, LINE 7C -100,245. BAD DEBT RECOVERY REPORTED IN PART VIII, LINE 11 22,975. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM DISPOSAL OF PROPERTY & EQUIPMENT REPORTED IN PART VIII, LINE 7C 100,245. BAD DEBT RECOVERY REPORTED IN PART VIII, LINE 11 -22,975. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 2315175 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS 2881 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS 9536 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS 3579 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS 3325 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS 9775 0 0 0 0 0 0 2344271 0 2344271 EUROPE (INCLUDING ICELAND & GREENLAND) MEETING REGISTRATION SUPPORT TO AAI MEMBER & NON-MEMBER SCIENTISTS 7914 WIRE TRANSFER 0 0 1 TRAVEL GRANTS FOR SCIENTIFIC COURSE EAST ASIA AND THE PACIFIC 5 3579 FREE LODGING FOR COURSE ATTENDANCE STATED HOTEL FEE TRAVEL GRANTS FOR SCIENTIFIC COURSE SUB-SAHARAN AFRICA 5 9536 FREE LODGING FOR COURSE ATTENDANCE STATED HOTEL FEE TRAVEL GRANTS FOR SCIENTIFIC COURSE MIDDLE EAST AND NORTH AFRICA 1 3325 FREE LODGING FOR COURSE ATTENDANCE STATED HOTEL FEE TRAVEL GRANTS FOR SCIENTIFIC COURSE SOUTH AMERICA 2 2881 FREE LODGING FOR COURSE ATTENDANCE STATED HOTEL FEE 0 0 0 0 0 0 PART I, LINE 2: THE AWARD WAS FOR RECIPIENTS TO ATTEND A CONFERENCE. AAI WAS ABLE TO VERIFY THE RECIPIENTS' REGISTRATION. PART III ACCOUNTING METHOD: 1 AUTUMN IMMUNOLOGY CONFERENCE INC PO BOX 70371 LOUISVILLE KY 40270 205964691 501(C)(3) 7000 0 OUTREACH PROGRAM AWARD SUPPORT FOR YOUNG INVESTIGATORS FOR ABSTRACT AWARDS, PRESENTATION AWARDS AND SPONSORSHIP FOR MEET THE SPEAKER EVENT. 1 0 EXCELLENCE IN MENTORING AWARD 1 1961 MINORITY SCIENTIST TRAVEL AWARDS 39 44860 BD BIOSCIENCES INVESTIGATOR AWARD 1 7200 THERMO FISHER MERITORIOUS CAREER AWARD 1 10952 THERMO FISHER TRAINEE ACHIEVEMENT AWARDS 6 13143 EARLY CAREER FACULTY TRAVEL GRANTS 50 57072 TRAINEE POSTER AWARDS 54 15655 TRAINEE ABSTRACT AWARDS 241 139716 STEINMAN AWARD FOR HUMAN IMMUNOLOGY RESEARCH 1 6407 CHAMBERS-THERMO FISHER SCIENTIFIC MEMORIAL AWARD 1 1000 LABORATORY TRAVEL AWARDS 60 71621 UNDERGRADUATE FACULTY TRAVEL AWARDS 17 18784 CAREER IN IMMUNOLOGY FELLOWSHIPS 21 864833 TRAVEL FOR TECHNIQUES AWARD 6 8378 YOUNG SCHOLAR TRAVEL AWARD 2 2800 FELLOWSHIPS FOR CAREER RE-ENTRY 5 266569 INTERSECT FELLOWSHIPS FOR COMPUTATIONAL SCIENTISTS & IMMUNOLOGISTS 10 552631 PFIZER-SHOWELL TRAVEL AWARD 1 1500 LUSTGARTEN-THERMO FISHER SCIENTIFIC MEMORIAL AWARD 1 1250 LEFRANCOIS-BIOLEGEND MEMORIAL AWARD 1 1000 BIOLEGEND HERZENBERG AWARD 1 5000 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. X X X 1 0 0 0 0 0 0 1 0 M MICHELE HOGAN PHD CHIEF EXECUTIVE OFFICER - UNTIL 8/31 456667 0 0 0 262936 0 34000 0 2318 0 755921 0 0 0 LAUREN GROSS JD DIR PUBLIC POLICY/GOVT AFFAIRS 260633 0 5736 0 5775 0 26063 0 2613 0 300820 0 0 0 MARIA ZAVARELLO CPA CHIEF FINANCIAL OFFICER 207912 0 5736 0 6482 0 20813 0 2166 0 243109 0 0 0 BETHANY COULTER DIRECTOR OF COMMUNICATIONS 152174 0 5736 0 2092 0 14967 0 2262 0 177231 0 0 0 CATHERINE WATTENBERG DIRECTOR OF PUBLICATIONS 127435 0 9754 0 2818 0 13527 0 21599 0 175133 0 0 0 DALE BENGSTON WEB MASTER 150392 0 5736 0 2070 0 15039 0 1543 0 174780 0 0 0 MARY LITZINGER PHD DIR EDUCATION & CAREER DEV 140144 0 5736 0 680 0 14257 0 11420 0 172237 0 0 0 PART I, LINE 4A M. MICHELE HOGAN, PH.D. RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $251,500. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 EMPLOYEES RECEIVED MERIT-BASED BONUSES. THE COUNCIL WANTED TO THANK CERTAIN STAFF MEMBERS FOR COVERING THE RESPONSIBILITIES OF THE CEO ROLE. FORM 990, PART III, LINE 3 THE FOLLOWING CHANGE WAS MADE TO ANNUAL MEETING, REPORTED IN PART III LINE 4C: IN 2022, AAI WENT BACK TO HOLDING ITS ANNUAL MEETING IN PERSON. FORM 990, PART VI, SECTION A, LINE 6 AAI HAS FIVE CLASSES OF MEMBERSHIP. THEY ARE: REGULAR, ASSOCIATE, HONORARY, TRAINEE (GRADUATE STUDENT, POSTDOCTORAL, YOUNG PROFESSIONAL & UNDERGRADUATE) AND EMERITUS. FORM 990, PART VI, SECTION A, LINE 7A REGULAR AND EMERITUS MEMBERS OF AAI ANNUALLY ELECT THE OFFICERS AND AT LEAST ONE NEW COUNCILOR. 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 11B THE FEDERAL FORM 990 IS PREPARED BY AN EXTERNAL AUDITING FIRM AND THEN REVIEWED BY THE CHIEF FINANCE & OPERATIONS OFFICER AND THE SENIOR ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE AAI COUNCIL, SENIOR AAI STAFF, AND KEY COMMITTEE CHAIRPERSONS AND MEMBERS COMPLETE THE CONFLICT-OF-INTEREST STATEMENT, WHICH IS AVAILABLE TO ALL COUNCIL MEMBERS AND THE CHIEF EXECUTIVE OFFICER. 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 CHIEF EXECUTIVE OFFICER KEEPS ABREAST OF THE ACTIVITIES OF AAI, AND QUESTIONS ANY POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A OFFICERS ARE NOT COMPENSATED FOR THEIR SERVICE AS COUNCILORS OR OFFICERS. THE COUNCIL (BOD) MAINTAINS AN EMPLOYMENT CONTRACT WITH THE CEO AND ANNUALLY, AT ITS FALL MEETING, DETERMINES THE COMPENSATION OF THE CEO 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 CEO'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 CEO ALSO RELIES ON SIMILAR SALARY SURVEYS AS WELL AS PERFORMANCE APPRAISALS WHEN DETERMINING THE COMPENSATION OF OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS OF AAI ARE AVAILABLE ON THE AAI WEBSITE AND ARE PROVIDED IN HARD COPY AS REQUESTED. THE FORM 990 FINANCIAL STATEMENTS ARE ON THIRD-PARTY WEBSITES AND ARE PROVIDED IN HARD COPY AS REQUESTED. DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE CONFLICT-OF-INTEREST STATEMENTS OF EACH AFFECTED MEMBER ARE NOT PUBLIC DOCUMENTS.