2015-11-10T09:48:49-06:00 2014-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC AMER 2029555010 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 JAMI LUCAS EXECUTIVE DIRECTOR/CEO 2029555010 2015-11-10 1 ELIZABETH HELLER P00397829 2022932200 2014 2016-02-25 16:41:14Z JAMI LUCAS 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 5203894 0 X WWW.AAOAF.ORG X 1981 DC TO ENHANCE THE KNOWLEDGE AND SKILL OF PHYSICIANS AND OTHERS IN THE CARE OF THE ALLERGIC PATIENT. 15 15 7 17 10059 -1290 0 0 2143672 1920008 276814 144838 6398 40920 2426884 2105766 5101 0 0 0 582086 529144 0 0 0 1313827 1176803 1901014 1705947 525870 399819 4112680 4514695 882333 893603 3230347 3621092 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 CORE BASIC/MOC REVIEW/RESIDENT FORUM 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 23 0 1 7 1 1 1 0 0 0 1 1 0 X 15 15 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 BRADLEY F MARPLE MD PRESIDENT 2.00 0.00 X X 0 0 0 STEVEN HOUSER MD PRESIDENT - ELECT 1.00 0.00 X X 0 0 0 BRYAN D LEATHERMAN MD SECRETARY 1.00 0.00 X X 0 0 0 MARIA VELING MD TREASURER 1.00 0.00 X X 0 0 0 J WHIT MIMS MD ED COORDINATOR 0.50 0.00 X 0 0 0 SANDRA Y LIN MD IMMEDIATE PAST PRESIDENT 0.50 0.00 X X 0 0 0 HAROLD C PILLSBURY III MD PAST PRESIDENT 0.50 0.50 X X 0 0 0 MARK ZACHAREK MD EDUCATION ASSESSMENT DIRECTOR 0.50 0.00 X 0 0 0 MATTHEW W RYAN MD EDUCATION PROGRAM DIRECTOR 0.50 0.00 X 0 0 0 K CHRISTOPHER MCMAINS MD PATIENT & PROFESSIONAL RELATION CHAIR 0.50 0.00 X 0 0 0 ALPEN PATEL MD SOCIOECONOMIC CHAIR 0.50 0.00 X 0 0 0 KAREN CALHOUN MD BOARD AT LARGE 0.50 0.00 X 0 0 0 PETER CHIKES MD DIRECTOR 0.50 0.00 X 0 0 0 CHRISTINE FRANZESE MD DIRECTOR 0.50 0.00 X 0 0 0 ELIZABETH MAHONEY MD DIRECTOR 0.50 0.00 X 0 0 0 WILLIAM REISACHER MD DIRECTOR 0.50 0.00 X 0 0 0 SARAH WISE MD DIRECTOR 0.50 0.00 X 0 0 0 JAMI LUCAS EXECUTIVE DIRECTOR/CEO 40.00 10.00 X 216415 54104 33808 216415 54104 33808 1 0 1 0 JOHN WILEY & SONS PO BOX 416502 BOSTON MA 022416502 PUBLISHER OF MEDICAL JOURNAL 133888 TATE & TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 ACCOUNTING SERVICES 117503 2 EDUCATION 900099 996863 996863 MEMBERSHIP DUES 900099 653745 653745 SPONSORSHIPS 900099 241450 241450 EXAM FEES/APPLICATION FEES 900099 27950 27950 1920008 93710 93710 38460 10059 28401 3149256 3098128 51128 51128 51128 MISCELLANEOUS REVENUE 900099 2460 2460 2460 2105766 1920008 10059 175699 309169 201963 18012 42260 144827 29229 85686 1836 97578 38691 104672 148001 293822 16873 15411 DUES & SUBSCRIPTION 149927 STAFF DEVELOPMENT 3252 GIFTS 2571 TAXES & LICENSES 2167 1705947 1077576 754105 7770 4332 75556 98160 109315 76817 48928 32498 2825185 3505810 77665 119790 4112680 4514695 214611 164451 538887 616627 128835 112525 882333 893603 X 3230347 3621092 3230347 3621092 4112680 4514695 399819 -9074 0 X X 0 1 X 1 0 0 1 0 109315 76817 32498 32498 DEFERRED RENT 40929 DEFERRED DUES 71596 112525 X 2067463 -9074 -9074 2076537 29229 29229 2105766 1676718 0 1676718 29229 29229 1705947 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ACADEMY....[HAS MAINTAINED ITS] EXEMPT STATUS AND THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2014. X X X 0 0 0 JAMI LUCAS EXECUTIVE DIRECTOR/CEO 216415 54104 0 0 0 0 19478 4869 11443 2861 247336 61834 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 AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11 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. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS AND INDEPENDENT AUDIT COMMITTEE, ELECTED BY THE MEMBERSHIP AND NOT SERVING IN A BOARD CAPACITY, ASSUME RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. AAOA FOUNDATION 11130 SUNRISE VALLEY DRIVE RESTON VA 20191 222480270 TO PROMOTE RESEARCH VA 501(C)(3) LINE 11A, I AAOA 0 ARS-AAOA JOURNAL VENTURE LLC 11130 SUNRISE VALLEY DRIVE 100 RESTON VA 20191 452980010 JOURNAL PUBLISHING DE AAOA UNRELATED 15274 0 10059 0 0.50000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0