2018-11-01T08:30:08-05:00 2017-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC AMER 2029555010 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 JAMI LUCAS EXECUTIVE DIRECTOR/CEO 2029555010 2018-11-01 1 R MICHAEL SORRELLS P00001737 2022932200 216.59.105.130 2018-11-01 08:30:05 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0A779249EE4AB03D4EBCA877230ED83790B34DB8 2017 2019-02-21 02:37:17Z JAMI LUCAS 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 5574830 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. 16 16 9 44 3912 -1400 0 0 1917279 1705871 126150 472633 59642 46011 2103071 2224515 3422 0 0 0 634162 676381 0 0 0 1304613 1501653 1942197 2178034 160874 46481 4949844 4871653 845773 782233 4104071 4089420 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 0 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 26 0 1 9 1 1 1 0 0 0 0 0 X 16 16 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 CHRISTINE FRANZESE MD PRESIDENT 1.00 X X 0 0 0 MATTHEW RYAN MD PRESIDENT ELECT 1.00 X X 0 0 0 ROBERT STACHLER MD SECRETARY 1.00 X X 0 0 0 ALPEN PATEL MD TREASURER 1.00 X X 0 0 0 J WHIT MIMS MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MARIA VELING MD PAST PRESIDENT 1.00 X X 0 0 0 CECELIA DAMASK DO EDUCATION COORDINATOR 1.00 X 0 0 0 SARAH WISE MD EDUCATION PROGRAMS DIRECTOR 0.50 1.00 X 0 0 0 MONA PATADIA MD EDUCATION ASSESSMENT DIRECTOR 0.50 X 0 0 0 WESLEY VANDERARK MD PATIENT & PROFESSIONAL RELATIONS CHAIR 0.50 X 0 0 0 DOUGLAS DAWSON MD SOCIOECONOMIC CHAIR 0.50 X 0 0 0 MELISSA HERTLER MD 2015-18 BOARD MEMBER AT LARGE 0.50 X 0 0 0 AYESHA KHALID MD MBA 2016-19 BOARD MEMBER AT LARGE 0.50 X 0 0 0 MICHAEL PLATT MD 2014-17 BOARD MEMBER AT LARGE 0.50 X 0 0 0 CHARLES SYMS MD MBA 2016-19 BOARD MEMBER AT LARGE 0.50 X 0 0 0 KEVIN WILSON MD 2015-18 BOARD MEMBER AT LARGE 0.50 X 0 0 0 STELLA LEE MD 2017-18 BOARD MEMBER AT LARGE 0.50 X 0 0 0 KRISTIN SEIBERLING MD 2017-18 BOARD MEMBER AT LARGE 0.50 X 0 0 0 JAMI LUCAS AAOA/FOUNDATION EXECUTIVE DIRECTOR/CEO 40.00 0.50 X 267058 3338 39775 267058 3338 39775 1 0 1 0 JOHN WILEY & SONS PO BOX 416502 BOSTON MA 022416502 PUBLISHER 196615 TATE & TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING 128668 2 EDUCATION 900099 1011027 1011027 MEMBERSHIP DUES 900099 576504 576504 CORPORATE DEVELOPMENT 900099 95100 95100 EXAM FEES/APPLICATION FEES 900099 23240 23240 1705871 85763 85763 53124 3912 49212 3737185 3350315 386870 386870 386870 MISCELLANEOUS REVENUE 900099 -7113 -7113 -7113 2224515 1698758 3912 521845 312768 321788 5490 36335 42928 153731 22713 172563 6244 164036 44597 110000 204706 418720 8647 9911 DUES & SUBSCRIPTION 136707 TAXES & LICENSES 1622 STAFF DEVELOPMENT 1560 GIFTS 988 1980 2178034 514174 374835 9500 13518 81774 95620 122003 114466 16212 7537 4083769 4302558 244415 77585 4949844 4871653 181011 124869 597586 599435 67176 57929 845773 782233 X 4104071 4089420 4104071 4089420 4949844 4871653 46481 -61132 0 X 0 1 X 1 0 0 1 0 122003 114466 7537 7537 DEFERRED RENT 23088 DUE TO AFFILIATE 34841 57929 X 2140670 -61132 -61132 2201802 22713 22713 2224515 2155321 0 2155321 22713 22713 2178034 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, 2017. X X X 0 0 0 JAMI LUCAS AAOA/FOUNDATION EXECUTIVE DIRECTOR/C 258268 3228 8790 110 0 0 30669 383 11180 140 308907 3861 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 AN INDEPENDENT CONSULTANT WAS RETAINED DURING CONTRACT RENEWAL TO EVALUATE INDUSTRY MARKET TRENDS AND MAKE RECOMMENDATIONS FOR THE EXECUTIVE DIRECTOR/CEO COMPENSATION, WHICH WAS 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 12B, II AAOA 0 ARS-AAOA JOURNAL VENTURE LLC 11130 SUNRISE VALLEY DRIVE 100 RESTON VA 20191 452980010 JOURNAL PUBLISHING DE AAOA UNRELATED 0 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0