2021-11-09T13:19:55-06:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY AMER 2029555010 11130 SUNRISE VALLEY DR NO 100 RESTON VA 201914398 JAMI LUCAS CEO 2029555010 2021-11-08 1 JAMI LUCAS XXX-XX-XXXX FREDERICK LONGWOOD P00439715 2022932200 2021-11-02 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMI LUCAS 11130 SUNRISE VALLEY DR NO 100 RESTON VA 201914398 1902099 0 X WWW.AAOALLERGY.ORG X 1981 DC TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. 17 17 5 44 3274 0 35000 10000 1860922 1259688 132280 280084 80194 62611 2108396 1612383 0 0 0 0 748000 736221 0 0 0 1569759 901802 2317759 1638023 -209363 -25640 4631194 4855020 714481 806384 3916713 4048636 THE MISSION OF THE AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY, INC., (AAOA), AS AN ORGANIZATION OF OTOLARYNGOLOGISTS, IS TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. 0 0 EDUCATIONAL COURSES - FOCUSED ON EDUCATION AS OUR CORE COMPETENCY, WE OFFER BASIC, ADVANCED, AND INTERACTIVE ALLERGY AND RHINOLOGY CONTINUING EDUCATION PROGRAMS ANNUALLY BASED ON THE AAOA SCOPE OF KNOWLEDGE. ANNUAL MEETING - THIS IS BOTH OUR ANNUAL SCIENTIFIC MEETING AND MEMBERSHIP MEETING. DURING THE LATTER, WE PRESENT AN UPDATE ON THE ORGANIZATION, INCLUDING FINANCIALS, AND ELECT THE NEW LEADERSHIP. THE SCIENTIFIC PROGRAM HIGHLIGHTS CURRENT STATE-OF-THE-ART RESEARCH AS IT RELATES TO UPPER RESPIRATORY DISEASE IN THE FORM OF FREE PAPERS, PANELS, WORKSHOPS, SYMPOSIA, INSTRUCTIONS COURSES, AND JOURNAL CLUB. PUBLICATIONS - THIS ENCOMPASSES ALL TYPES OF MEMBER COMMUNICATIONS, INCLUDING THE IFAR JOURNAL, THE NEWSLETTER, AND THE WEBSITE, AS WELL AS ALL EFFORTS OF INTER- AND INTRA-PROFESSIONAL RELATIONS ON BEHALF OF THE MEMBERSHIP AND OTOLARYNGOLOGY AS A WHOLE. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 9 0 1 5 1 1 1 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X THE ORGANIZATION 2029555010 11130 SUNRISE VALLEY DR NO 100 RESTON VA 201914398 ALPEN PATEL MD PRESIDENT (THRU 9/2020) 1.00 0.00 X X 0 0 0 WESLEY VANDERARK MD PRESIDENT (AS OF 10/2020) 1.00 0.00 X X 0 0 0 MICHAEL PLATT MD PRESIDENT-ELECT (AS OF 10/2020) 1.00 0.00 X X 0 0 0 AYESHA KHALID MD MBA SECRETARY 1.00 0.00 X X 0 0 0 DOUGLAS DAWSON MD TREASURER (AS OF OCT 2020) 1.00 0.00 X X 0 0 0 CHRISTINE FRANZESE MD PAST PRESIDENT (THRU 9/2020) 1.00 0.00 X X 0 0 0 MATTHEW RYAN MD PAST PRESIDENT (AS OF 10/2020) 1.00 0.00 X X 0 0 0 CECELIA DAMASK DO EDUCATION COORDINATOR 0.50 0.00 X 0 0 0 MICHAEL PARKER MD EDUC PROGRAMS DIR. 0.50 0.00 X 0 0 0 MONA PATADIA MD EDUCATION ASSESSMENT DIR. (THRU 9/2020) 0.50 0.00 X 0 0 0 CHRIS BROOK MD EDUCATION ASSESSMENT DIR. (AS OF 10/2020) 0.50 0.00 X 0 0 0 CHRISTOPHER VICKERY MD PATIENT & PROF. RELATIONS CHAIR (THRU 9/2020) 0.50 0.00 X 0 0 0 JENNIFER VILLWOCK MD PATIENT & PROF. RELATIONS CHAIR (AS OF 10/20) 0.50 0.00 X 0 0 0 DOLE BAKER MD SOCIOECONOMIC CHAIR (AS OF 10/2020) 0.50 0.00 X 0 0 0 ADRIENNE LAURY MD 2018-21 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 ANDREA LEWIS 2018-21 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 KEITH SALE MD 2019-22 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 KEVIN WILSON MD 2019-2022 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JOSH LEVY MD 2020-2023 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 ROBERT PUCHALSKI MD 2020-2023 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 STELLA LEE MD 2017-2020 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 KRISTIN SEIBERLING MD 2017-2020 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JENNIFER VILLWOCK MD 2019-2022 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 40.00 0.50 X 252100 3501 40974 252100 3501 40974 1 0 1 0 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING 134306 1 10000 10000 MEMBERSHIP DUES 900099 652487 652487 CORPORATE DEVELOPMENT 900099 325000 325000 EDUCATION 900099 251861 251861 FELLOW EXAM FEES 900099 30340 30340 1259688 77213 77213 103296 3274 100022 492587 289716 202871 202871 202871 MISCELLANEOUS REVENUE 900099 -40685 -40685 -40685 1612383 1259688 3274 339421 X 283613 303237 50797 66463 32111 30954 157078 7670 190648 92309 36000 121368 39401 68711 FEES/SUBSCRIPTIONS 133259 BANK AND CREDIT CARD FE 23955 GIFTS 2016 MISCELLANEOUS 435 -2002 1638023 302965 600581 908 2000 144307 95257 95974 82215 18928 13759 4141033 4070959 23053 72464 4631194 4855020 110713 137751 564352 631102 39416 37531 714481 806384 X 3916713 4048636 3916713 4048636 4631194 4855020 -25640 157563 0 X 1 X 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 95974 82215 13759 13759 DEFERRED RENT 37531 37531 X 1762276 157563 157563 1604713 7670 7670 1612383 1630353 0 1630353 7670 7670 1638023 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ACADEMY AND THE FOUNDATION HAVE MAINTAINED THEIR EXEMPT STATUS AND THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2020. X X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 252100 3501 0 0 0 0 25210 315 18570 232 295880 4048 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S VOTING MEMBERS INCLUDE FELLOW AND ASSOCIATE MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE BOARD OF DIRECTORS AND AUDIT COMMITTEE AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S REVIEW OF TAX FORMS IS EXTENSIVE FOR THE FORM 990. A TAX PROFESSIONAL (A CPA) FROM THE OUTSOURCED ACCOUNTING SERVICES CONSULTANTS PREPARES A DRAFT OF THE FORM. ANY CHANGES OR CONCERNS ARE BROUGHT TO THE ATTENTION OF MANAGEMENT AND NECESSARY MODIFICATIONS ARE MADE PRIOR TO SUBMISSION. THE FINAL 990 IS CIRCULATED ELECTRONICALLY TO THE ELECTED LEADERSHIP PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOTH IN WRITING AND VERBALLY AT ANY BOARD OF DIRECTORS MEETINGS, ALL CONFLICTS OF INTEREST MUST BE DISCLOSED AND NOTED IF AN ISSUE ARISES. WHEREIN THERE IS PERCEIVED CONFLICT, THAT DIRECTOR REFRAINS FROM VOTING ON THE MATTER AT HAND. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR/CEO IS ESTABLISHED VIA WRITTEN CONTRACT WHICH IS SUBSEQUENTLY APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVALABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 177,451. MISCELLANEOUS 13,197. AAOA FOUNDATION 11130 SUNRISE VALLEY DRIVE RESTON VA 20191 222480270 TO PROMOTE RESEARCH VA 501(C)(3) LINE 12A, I AAOA 0 ARS-AAOA JOURNAL VENTURE LLC 11130 SUNRISE VALLEY DRIVE 100 RESTON VA 20191 452980010 JOURNAL PUBLISHING DE AAOA EXCLUDED 47128 0 3274 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0