2020-09-08T15:35:51-05:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY AMER 2029555010 11130 SUNRISE VALLEY DR NO 100 RESTON VA 201914398 JAMI LUCAS EXECUTIVE DIRECTOR/CEO 2029555010 2020-09-08 1 MIKE SORRELLS P00001737 2022932200 108.48.150.90 2020-09-08 15:32:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1FE53BDFCB5A9E7ADF2C1FAEFD07FCB2349EA307 2019 2021-04-22 16:20:28Z JAMI LUCAS 11130 SUNRISE VALLEY DR NO 100 RESTON VA 201914398 2536588 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 3009 -1600 0 35000 1727663 1860922 101646 132280 60803 80194 1890112 2108396 0 0 0 0 708068 748000 0 0 0 1363086 1569759 2071154 2317759 -181042 -209363 4540176 4631194 879353 714481 3660823 3916713 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 30 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 DRIVE NO 100 RESTON VA 20191 ALPEN PATEL MD PRESIDENT (AS OF 10/19) 1.00 0.00 X X 0 0 0 WESLEY VANDERARK MD PRESIDENT ELECT (AS OF 10/19) 1.00 0.00 X X 0 0 0 AYESHA KHALID MD MBA SECRETARY (AS OF 10/19) 1.00 0.00 X X 0 0 0 MICHAEL PLATT MD TREASURER 1.00 0.00 X X 0 0 0 MATTHEW RYAN MD IMM. PAST PRESIDENT (AS OF 10/19) 1.00 0.00 X X 0 0 0 CHRISTINE FRANZESE MD PAST PRESIDENT (AS OF 10/19) 1.00 0.00 X X 0 0 0 J WHIT MIMS MD PAST PRESIDENT (UNTIL 10/19) 1.00 0.00 X X 0 0 0 CECELIA DAMASK DO EDUCATION COORDINATOR 0.50 0.00 X 0 0 0 SARAH WISE MD EDUC PROGRAMS DIR. (UNTIL 10/19) 0.50 1.00 X 0 0 0 MICHAEL PARKER MD EDUC PROGRAMS DIR. (AS OF 10/19) 0.50 0.00 X 0 0 0 MONA PATADIA MD EDUCATION ASSESSMENT DIR. 0.50 0.00 X 0 0 0 CHRIS VICKERY MD PATIENT & PROF. RELATIONS CHAIR 0.50 0.00 X 0 0 0 DOUGLAS DAWSON MD SOCIOECONOMIC CHAIR 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 STELLA LEE MD 2017-20 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 KRISTIN SEIBERLING MD 2017-20 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 CHARLES SYMS MD MBA 2016-19 MEM AT LARGE (UNTIL 10/19) 0.50 0.00 X 0 0 0 JENNIFER VILLWOCK MD 2019-22 BOARD MEMBER AT LARGE 0.50 0.00 X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 40.00 0.50 X 281446 3518 38526 281446 3518 38526 1 0 1 0 TATE & TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING 135666 1 35000 35000 EDUCATION 900099 917164 917164 MEMBERSHIP DUES 900099 707285 707285 CORPORATE DEVELOPMENT 900099 214253 214253 FELLOW EXAM FEES 900099 22220 22220 1860922 105447 105447 117325 3009 114316 455025 428192 26833 26833 26833 MAILING LIST 900099 3550 3550 MISCELLANEOUS REVENUE 900099 -40681 -40681 -37131 2108396 1860922 3009 209465 326573 359293 23941 38193 28869 162384 8054 176917 3839 106293 45286 123780 198453 534895 7548 16897 DUES & SUBSCRIPTION 143284 STAFF COSTS 7194 TAXES & LICENSES 3783 MISCELLANEOUS 1644 639 2317759 367595 302965 908 87549 144307 95974 77046 22083 18928 4001724 4141033 61225 23053 4540176 4631194 205560 110713 635900 564352 37893 39416 879353 714481 X 3660823 3916713 3660823 3916713 4540176 4631194 -209363 465253 0 X 1 X 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 95974 77046 18928 18928 DEFERRED RENT 39416 39416 X 2565595 465253 465253 2100342 8054 8054 2108396 2309705 0 2309705 8054 8054 2317759 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, 2019. X X 0 0 0 JAMI LUCAS AAOA/FOUNDATION ED & CEO 270661 3383 10785 135 0 0 25364 317 15731 197 322541 4032 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. 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 51721 0 3009 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0