2017-05-04T15:38:37-05:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 1301 W 22ND ST STE 1100 OAK BROOK IL 60523 990 2015-07-01 046112600 AMERICAN EPILEPSY SOCIETY AMER 3128833800 135 S LASALLE ST NO 2850 CHICAGO IL 60603 WILLIAM THEODORE TREASURER 3128833800 2017-05-03 1 GREGORY S ADAMS P00095597 6305738600 2017-05-02 2015 2017-02-10 21:41:12Z WILLIAM THEODORE 135 S LASALLE ST NO 2850 CHICAGO IL 60603 11298850 0 X WWW.AESNET.ORG X 1954 MA THE AMERICAN EPILEPSY SOCIETY PROMOTES RESEARCH AND EDUCATION FOR PROFESSIONALS DEDICATED TO THE PREVENTION, TREATMENT, AND CURE OF EPILEPSY. 11 11 11 448 184971 0 1651272 2379287 4341002 4732883 406940 423316 0 147698 6399214 7683184 670630 655983 0 0 294733 1293914 0 0 186913 4515985 3948018 5481348 5897915 917866 1785269 7469319 9019085 1468461 1583683 6000858 7435402 THE AMERICAN EPILEPSY SOCIETY PROMOTES RESEARCH AND EDUCATION FOR PROFESSIONALS DEDICATED TO THE PREVENTION, TREATMENT, AND CURE OF EPILEPSY. 0 0 2253854 36400 3525849 MEETING FOR MEDICAL PROFESSIONALS TO ENHANCE KNOWLEDGE ABOUT THE LATEST THERAPIES TO TREAT EPILEPSY AND STEPS TOWARD FINDING A CURE FOR EPILEPSY. 1523738 10000 1022063 CONTINUING MEDICAL EDUCATION FOR MEDICAL PROFESSIONALS, WEBSITE TO EDUCATE THE PUBLIC AND MEMBERS, AND OTHER PROGRAMS AIMED TO FURTHERING EPILEPSY THERAPIES. 837333 609583 RESEARCH GEARED TOWARDS FINDING A CURE FOR EPILEPSY AND NEW, MORE EFFECTIVE TREATMENTS FOR THE DISEASE. 4614925 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 0 0 0 1 8 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X KUTCHINS ROBBINS AND DIAMOND LTD 8472401040 1101 PERIMETER DRIVE SCHAUMBURG IL 60173 MICHAEL D PRIVITERA MD PRESIDENT 7.00 0.00 X X 0 0 0 ELI J MIZRAHI MD FIRST VICE PRESIDENT 5.00 0.00 X X 0 0 0 SHLOMO SHINNAR MD PHD SECOND VICE PRESIDENT 5.00 0.00 X X 0 0 0 AMY BROOKS-KAYAL MD PRESIDENT EMERITUS 2.00 0.00 X X 0 0 0 WILLIAM D GAILLARD MD TREASURER 3.00 0.00 X X 0 0 0 WILLIAM H THEODORE MD TREASURER-ELECT 3.00 0.00 X X 0 0 0 ANNE E ANDERSON MD DIRECTOR 1.00 0.00 X 0 0 0 DOUGLAS A COULTER PHD DIRECTOR 1.00 0.00 X 0 0 0 GREGORY K BERGEY MD DIRECTOR 1.00 0.00 X 0 0 0 BRUCE P HERMANN PHD DIRECTOR 1.00 0.00 X 0 0 0 ROBERT EDWARD HOGAN MD DIRECTOR 1.00 0.00 X 0 0 0 JACK M PARENT MD DIRECTOR 1.00 0.00 X 0 0 0 EILEEN MURRAY EXECUTIVE DIRECTOR 45.00 5.00 X 358164 0 9330 358164 0 9330 1 0 1 0 0 101000 2278287 2379287 ANNUAL MEETING 900099 2730149 2730149 MEMBERSHIP DUES 900099 837828 837828 EXHIBITION FEES 900099 795700 795700 ADVERTISING REVENUE 511120 184971 184971 PUBLICATIONS AND PRODUCTS 511120 184235 184235 4732883 122372 122372 20635 20635 3916610 3615666 300944 300944 300944 MISCELLANEOUS 900099 127063 127063 127063 7683184 4547912 184971 571014 X 485333 485333 132050 132050 38600 38600 348833 229492 97274 22067 811731 534025 226355 51351 59950 39440 16717 3793 73400 48289 20468 4643 377150 287986 14364 74800 20019 20019 732665 551748 180417 500 31959 31959 198383 144491 53892 90272 53993 32855 3424 139108 139108 193589 89334 102184 2071 1505727 1427760 61846 16121 30580 30580 28168 12871 15297 PUBLICATIONS, PRINTING, 303732 294794 7868 1070 DUES AND SUBSCRIPTIONS 224325 178104 46221 OTHER EXPENSES 62576 24891 30612 7073 CONTINUING MEDICAL EDUC 9765 9765 5897915 4614925 1096077 186913 1637496 2619941 255676 125408 218849 169991 227455 31711 44550 195744 5277908 5873161 34840 34840 7469319 9019085 589472 537540 857610 997842 21379 48301 1468461 1583683 X 4367354 5367241 503615 854492 1129889 1213669 6000858 7435402 7469319 9019085 1785269 -350725 0 X X 0 1 X 1 0 X 1776981 1570509 2059913 1651272 2379287 9437962 3170299 3381598 3740014 4131780 4529808 18953499 4947280 4952107 5799927 5783052 6909095 28391461 0 718920 946086 853065 998105 980521 4496697 718920 946086 853065 998105 980521 4496697 23894764 124087 113102 212827 274764 143007 867787 124087 113102 212827 274764 143007 867787 18219 0 18219 127063 127063 5071367 5065209 6012754 6076035 7179165 29404530 0.81260 0.82600 0.02950 0.03100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4829283 429609 30642 247844 5041690 4738108 181216 79497 169538 4829283 4112682 144520 641150 160244 4738108 3720446 117810 423426 149000 4112682 3549258 331351 -10585 149578 3720446 0.72000 0.24000 0.04000 0 0 227455 31711 195744 195744 DEFERRED RENT 48301 48301 X PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS HAS ESTABLISHED SIX FUNDS THAT TARGET SPECIFIC RESEARCH AND PROGRAMMATIC NEEDS IN EPILEPSY RESEARCH. PART X, LINE 2: THE MATERIAL JURISDICTIONS SUBJECT TO POTENTIAL EXAMINATION BY TAXING AUTHORITIES INCLUDE THE U.S., CONNECTICUT, AND ILLINOIS. THE ORGANIZATION FOLLOWS THE REQUIREMENTS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT IT IS NOT REQUIRED TO RECORDS A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AS OF JUNE 30, 2016 AND 2015. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 29400 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 7000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1200 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1000 0 0 0 0 0 0 38600 0 38600 LENNOX AWARDS, TRAVEL AWARDS AND STIPENDS AND THE YOUNG INVESTIGATOR AWARD RECIPIENT. EUROPE (INCLUDING ICELAND & GREENLAND) 5 14400 CHECK BOOK TRAVEL AWARDS AND STIPENDS NORTH AMERICA 9 7000 CHECK 0 BOOK YOUNG INVESTIGATOR AWARD SOUTH AMERICA 1 1200 CHECK BOOK TRAVEL AWARD AND STIPEND SOUTH ASIA 1 1000 CHECK BOOK 0 0 0 0 0 0 PART I, LINE 2: GRANTS AND AWARDS: CANDIDATES SUBMIT FORMAL APPLICATIONS TO THE AMERICAN EPILEPSY SOCIETY, INC. REQUESTING THE GRANT OR FELLOWSHIP. THE APPLICATION MUST STATE HOW THE FUNDING WILL BE USED TO FURTHER MEDICAL RESEARCH TO TREAT OR CURE EPILEPSY. A COMMITTEE OF THE AMERICAN EPILEPSY SOCIETY, INC. REVIEWS THE APPLICATIONS. THIS COMMITTEE IS RESPONSIBLE TO THE BOARD OF DIRECTORS OF THE ORGANIZATION. PART I, LINE 3: EXPENDITURES ARE RECOGNIZED ON THE ACCRUAL BASIS OF ACCOUNTING, AS GRANTS ARE AWARDED AT THE POINT THEY BECOME UNCONDITIONAL. 1 AMERICAN BRAIN FOUNDATION 201 CHICAGO AVENUE MINNEAPOLIS MN 55415 411717098 501(C)(3) 43333 0 FELLOWSHIP AND RESEARCH FUNDING BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVENUE BOSTON MA 02115 042774441 501(C)(3) 37500 0 FELLOWSHIP AND RESEARCH FUNDING CH NEUROLOGY FOUNDATION INC 300 LONGWOOD AVENUE BOSTON MA 02115 222678594 501(C)(3) 25000 0 FELLOWSHIP AND RESEARCH FUNDING THE CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 11131 0 FELLOWSHIP AND RESEARCH FUNDING CLEVELAND CLINIC FOUNDATION 9500 EUCLID AVENUE CLEVELAND OH 44195 340714585 501(C)(3) 8500 0 FELLOWSHIP AND RESEARCH FUNDING EPILEPSY FOUNDATION 8301 PROFESSIONAL PLACE LANDOVER MD 20785 520856660 501(C)(3) 10000 0 FELLOWSHIP AND RESEARCH FUNDING GORDON RESEARCH CONFERENCES 512 LIBERTY LANE WEST KINGSTON RI 02892 260150662 501(C)(3) 30000 0 FELLOWSHIP AND RESEARCH FUNDING LSU HEALTH SCIENCES CENTER IN SHREVEPORT 1501 KINGS HWY PO BOX 33932 SHREVEPORT LA 71130 720702002 501(C)(3) 5750 0 FELLOWSHIP AND RESEARCH FUNDING NEW YORK UNIVERSITY SCHOOL OF MEDICINE 726 BROADWAY NEW YORK NY 10003 135562308 501(C)(3) 11250 0 FELLOWSHIP AND RESEARCH FUNDING NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 362167817 501(C)(3) 20000 0 FELLOWSHIP AND RESEARCH FUNDING PURDUE UNIVERSITY 403 WEST WOOD STREET WEST LAFAYETTE IN 47907 356002041 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING STANFORD UNIVERSITY 3172 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 35000 0 FELLOWSHIP AND RESEARCH FUNDING THE CORPORATION OF MERCER UNIVERSITY 1501 MERCER UNIVERSITY DRIVE MACON GA 31207 580566167 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING THE J DAVID GLADSTONE INSTITUTES 1650 OWENS STREET SAN FRANCISCO CA 94158 237203666 501(C)(3) 11250 0 FELLOWSHIP AND RESEARCH FUNDING REGENTS OF THE UNIVERSITY OF CALIFORNIA AT IRVINE 120 THEORY STE 200 IRVINE CA 92617 952226406 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 11000 KINROSS AVENUE STE 211 LOS ANGELES CA 90095 956006143 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING REGENTS OF THE UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 11250 0 FELLOWSHIP AND RESEARCH FUNDING TUFTS UNIVERSITY 136 HARRISON AVENUE BOSTON MA 02111 042103634 501(C)(3) 16250 0 FELLOWSHIP AND RESEARCH FUNDING UNIVERSITY OF COLORADO DENVER 13001 E 17TH PLACE RM W1126 AURORA CO 80045 846000555 11235 0 FELLOWSHIP AND RESEARCH FUNDING UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 20000 0 FELLOWSHIP AND RESEARCH FUNDING UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE CD 1270 CHAPEL HILL NC 27599 566001393 11250 0 FELLOWSHIP AND RESEARCH FUNDING UNIVERSITY OF WASHINGTON 407 GERBERDING HALL SEATTLE WA 98195 916001537 11250 0 FELLOWSHIP AND RESEARCH FUNDING UT SOUTHWESTERN MEDICAL CENTER 5323 HARRY HINES BLVD DALLAS TX 75390 752556007 501(C)(3) 11250 0 FELLOWSHIP AND RESEARCH FUNDING VANDERBILT UNIVERSITY MEDICAL CENTER 2525 WEST END AVENUE SUITE 450 NASHVILLE TN 37203 352528741 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING WASHINGTON UNIVERSITY 700 ROSEDALE AVENUE CB 1034 SAINT LOUIS MO 63112 430653611 501(C)(3) 20000 0 FELLOWSHIP AND RESEARCH FUNDING WEILL MEDICAL COLLEGE OF CORNELL UNIVERSITY 1300 YORK AVENUE NEW YORK NY 10065 131623978 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING YALE UNIVERSITY 15 YORK STREET ROOM 714A NEW HAVEN CT 06510 060646973 501(C)(3) 12500 0 FELLOWSHIP AND RESEARCH FUNDING 27 0 LENNOX AWARD 1 1000 PELLOCK AWARD 1 1000 PENRY AWARD 1 3000 RESEARCH AWARD 2 20000 SERVICE AWARD 1 1000 TRAVEL AWARD/STIPENDS 104 84450 YOUNG INVESTIGATOR AWARD 18 21600 PART I, LINE 2: SCHOLARSHIPS: CANDIDATES SUBMIT FORMAL APPLICATIONS TO THE AMERICAN EPILEPSY SOCIETY, INC. REQUESTING THE GRANT OR FELLOWSHIP. THE APPLICATION MUST STATE HOW THE FUNDING WILL BE USED TO FURTHER MEDICAL RESEARCH TO TREAT OR CURE EPILEPSY. A COMMITTEE OF THE AMERICAN EPILEPSY SOCIETY, INC. REVIEWS THE APPLICATIONS. THIS COMMITTEE IS RESPONSIBLE TO THE BOARD OF DIRECTORS OF THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 EILEEN MURRAY EXECUTIVE DIRECTOR 234815 0 123349 0 0 0 9330 0 0 0 367494 0 0 0 SCHEDULE J, PART II, COLUMN B II, BONUS AND INCENTIVE COMPENSATION THE COMPENSATION PACKAGE PROVIDED TO THE EXECUTIVE DIRECTOR HAS BEEN DESIGNED IN ORDER TO PROVIDE COMPARABLE BENEFITS WHEN COMPARED TO SIMILAR SIZED ORGANIZATIONS. THE BONUS IS COMPRISED OF THE FOLLOWING: 1) A PORTION REPRESENTS A PERFORMANCE BONUS AS DETERMINED BY THE BOARD OF DIRECTORS, AND 2) THE REMAINDER WAS PAID TO THE EXECUTIVE DIRECTOR TO BE USED TOWARDS A BENEFITS PACKAGE WHICH MAY INCLUDE HEALTH CARE INSURANCE, DISABILITY INSURANCE, LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE, AND AN EMPLOYER CONTRIBUTION TO A RETIREMENT SAVINGS PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN EPILEPSY SOCIETY, INC. HAS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED BY EMAIL TO THE BOARD, POSTED TO THE LEADERSHIP SECTION OF THE WEBSITE AND A CONFERENCE CALL IS ARRANGED TO ADDRESS QUESTIONS. FORM 990, PART VI, SECTION B, LINE 12C AES EXECUTIVE COMMITTEE OBTAINS AND REVIEWS INFORMATION CONCERNING CONFLICTS OF INTEREST FROM LEADERSHIP AND STAFF ON AN ANNUAL DISCLOSURE FORM. FORM 990, PART VI, SECTION B, LINE 15 AES'S EXECUTIVE DIRECTOR'S COMPENSATION IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, ANNUAL REPORTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 551,748. MANAGEMENT AND GENERAL EXPENSES 180,417. FUNDRAISING EXPENSES 500. TOTAL EXPENSES 732,665. FORM 990, PART XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEE OVERSEES THE AUDIT PROCESS. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. LENNOX AND LOMBROSO TRUST FOR EPILEPSY RESEARCH & TRAINING 135 S LASALLE ST SUITE 2850 CHICAGO IL 60603 237054757 SUPPORT EPILEPSY RESEARCH CT 509(A)(3) 501(C)3 AMERICAN EPILEPSY SOCIETY INC 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 LENNOX AND LOMBROSO FUND FOR EPILEPSY RESEARCH & TRAINING C 101000 LENNOX AND LOMBROSO FUND FOR EPILEPSY RESEARCH & TRAINING L 30297