2014-11-11T10:19:02-06:00 2013-12-31 521446779 JOHNSON LAMBERT LLP 700 SPRING FOREST ROAD STE 115 RALEIGH NC 27609 990 2013-01-01 521230095 AMERICAN ACADEMY OF OTOLARYNGIC ALLERGY INC AMER 2029555010 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 JAMI LUCAS EXECUTIVE DIRECTOR 2029555010 2014-11-11 1 JOHN HUSKINS P01081531 9197196400 2014-11-11 2013 2015-11-30 17:44:51Z JAMI LUCAS 11130 SUNRISE VALLEY DRIVE NO 100 RESTON VA 20191 6851340 0 X WWW.AAOAF.ORG X 1981 DC TO ENHANCE THE KNOWLEDGE & SKILL OF PHYSICIANS & OTHERS IN THEIR CARE OF THE ALLERGIC PATIENT. 17 17 10 0 0 0 0 0 1663059 2143672 111270 276814 595 6398 1774924 2426884 5615 5101 0 0 472815 582086 0 0 0 1482791 1313827 1961221 1901014 -186297 525870 3587556 4112680 883891 882333 2703665 3230347 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 THEIR 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 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 11 0 1 10 1 0 0 0 0 1 1 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 JAMI LUCAS 2029555010 11130 SUNRISE VALLEY DR STE 100 RESTON VA 20191 BRADLEY F MARPLE MD PRESIDENT 2.00 X X 0 0 0 STEVEN HOUSER MD PRESIDENT-ELECT 1.00 X X 0 0 0 BRYAN D LEATHERMAN MD SECRETARY 1.00 X X 0 0 0 MARIA VELING MD TREASURER 1.00 X X 0 0 0 J WHIT MIMS MD ED & ASSESS COORDINATOR 0.50 X 0 0 0 MARK A ZACHAREK MD ED ASSESS CHAIR 0.50 X 0 0 0 MATTHEW W RYAN MD ED PROGRAMS CHAIR 0.50 X 0 0 0 K CHRISTOPHER MCMAINS MD PPR CHAIR 0.50 X 0 0 0 ALPEN PATEL MD SOCIOECONOMIC CHAIR 0.50 X 0 0 0 KAREN CALHOUN MD BOARD AT LARGE (FROM SEP '13) 0.50 X 0 0 0 PETER CHIKES MD BOARD AT LARGE 0.50 X 0 0 0 CHRISTINE FRANZESE MD BOARD AT LARGE 0.50 X 0 0 0 ELIZABETH MAHONEY MD BOARD AT LARGE 0.50 X 0 0 0 WILLIAM REISACHER MD BOARD AT LARGE 0.50 X 0 0 0 SARAH WISE MD BOARD AT LARGE 0.50 X 0 0 0 SANDRA Y LIN MD IMMEDIATE PAST PRESIDENT 0.50 X X 0 0 0 HAROLD C PILLSBURY III MD PAST PRESIDENT 0.50 X X 0 0 0 DAVID K PALMER MD PAST PRESIDENT (TO SEP '13) 0.50 X X 0 0 0 JAMI LUCAS EXECUTIVE DIRECTOR 40.00 10.00 X 260462 0 58527 260462 0 58527 1 0 1 0 TATE & TRYON 2021 L STREET NW STE 400 WASHINGTON DC 20036 ACCOUNTING & SUPPORT SERVICES 185205 1 ED COURSES/ANNUAL MTG 900099 1175989 1175989 MEMBER DUES 900099 595724 595724 SPONSORSHIPS 900099 322100 322100 EXAM FEES/APPLICATION FEES 900099 32591 32591 PUBLICATIONS 541800 17268 17268 2143672 89096 89096 5700 5700 4612174 4424456 187718 187718 187718 CME TRANSCRIPTS 900099 445 445 MISCELLANEOUS 900099 253 253 698 2426884 1822270 0 604614 5101 318989 208946 27489 26662 64909 214794 21371 130224 115569 28688 108271 181398 301428 17075 2204 DUES & SUBSCRIPTIONS 121604 TAXES & LICENSES 3271 STAFF DEVELOPMENT 1873 TEMPORARY HELP 947 201 1901014 1062515 1077576 22277 7770 126289 75556 108445 59517 66213 48928 2267208 2825185 43054 77665 3587556 4112680 123707 214611 637188 538887 122996 128835 883891 882333 X 2703665 3230347 2703665 3230347 3587556 4112680 525870 812 0 X 1 X 1 X 1 0 0 1 0 108445 59517 48928 48928 DUE TO AFFILIATE 88368 DEFERRED RENT 40467 128835 X 2406325 812 812 2405513 21371 21371 2426884 1879643 0 1879643 21371 21371 1901014 PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT THE ACADEMY AND THE FOUNDATION HAVE MAINTAINED THEIR EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2013. 1 RESEARCH GRANT 2 5101 PART I, LINE 2: THE AAOA GRANT REVIEW COMMITTEE CONSIDERS ALL APPLICATION FOR RESEARCH FUNDING. BASED ON THIS REVIEW PROCESS, INVESTIGATORS WHO ARE GRANTED FUNDING RECEIVE 50% OF THEIR PROJECT RESEARCH STUDY COSTS (GRANT APPROVED BASED ON BUDGET SUBMISSION) AT TIME OF GRANT APPROVAL. THE REMAINING BALANCE IS NOT PAID OUT UNTIL THE INVESTIGATOR MEETS ALL FUNDING CRITERIA, WHICH INCLUDES COMPLETION OF STUDY, PRESENTATION AT AN AAOA ANNUAL MEETING, AND SUBMISSION OF THE RESULTING MANUSCRIPT TO THE AAOA'S OFFICIAL JOURNAL. X X X X X X 0 0 0 JAMI LUCAS EXECUTIVE DIRECTOR 260462 0 0 0 0 0 23442 0 35085 0 318989 0 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 INDEPENDENT ACCOUNTING FIRM THAT AUDITED THE ORGANIZATION'S FINANCIAL STATEMENTS PREPARES A DRAFT OF THE FORM WITH INPUT FROM SENIOR STAFF AND ITS OUTSOURCED ACCOUNTING SERVICES CONSULTANTS (ANOTHER CPA FIRM). 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. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION CONSULTANTS ARE RETAINED BY THE ORGANIZATION TO EVALUATE INDUSTRY MARKET TRENDS AND MAKE RECOMMENDATIONS AS PART OF AN ANNUAL COMPENSATION REVIEW. THE REPORT IS PRESENTED TO THE EXECUTIVE COMMITTEE FOR CONSIDERATION AND DECISION. NO OTHER OFFICERS OR ELECTED LEADERS ARE COMPENSATED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. AAOA FOUNDATION 11130 SUNRISE VALLEY DRIVE RESTON VA 20191 222480270 TO PROMOTE RESEARCH VA 501(C)(3) 11-I AAOA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0