2026-05-12T11:59:16-05:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 521219434 AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD & NECK SURGERY FOUNDATION AMER 7038364444 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 RAHUL K SHAH MD MBA EVP & CEO 7038364444 2026-05-12 1 1 AARON FOX P01365820 2022274000 2026-05-12 2024 2025-03-06 01:10:19Z RAHUL K SHAH MD MBA 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 11625825 0 X WWW.ENTNET.ORG X 1981 DC ADVANCE THE ART & SCIENCE OF OTOLARYNGOLOGY-HEAD & NECK SURGERY THROUGH EDUCATION, RESEARCH AND TRAINING. 15 13 76 500 0 0 1696308 567632 6449254 9094633 196235 259724 2955079 1703836 11296876 11625825 300675 285780 0 0 4210555 4499258 0 0 44020 7863616 10601884 12374846 15386922 -1077970 -3761097 26663063 24020121 12461673 12573039 14201390 11447082 X ADVANCE THE ART & SCIENCE OF OTOLARYNGOLOGY-HEAD & NECK SURGERY THROUGH EDUCATION, RESEARCH & LEARNING. 0 0 5422320 205000 RESEARCH AND QUALITY: PROMOTE RESEARCH IN CURRENT TOPICS IN OTOLARYNGOLOGY AND ADMINISTER A RESEARCH GRANT PROGRAM FOR RESIDENTS AND PRACTITIONERS. THROUGH THE DEVELOPMENT OF EVIDENCE-BASED GUIDANCE THAT IS UPDATED AND REFINED BASED ON FEEDBACK FROM OUR CURRENT PRACTICE DATA, WE EMPOWER PHYSICIANS TO PROVIDE THE BEST PATIENT CARE. 5397552 7666272 ANNUAL MEETING: THE AAO-HNSF ANNUAL MEETING & OTO EXPO IS THE WORLD'S MOST PRESTIGIOUS GATHERING OF OTOLARYNGOLOGIST-HEAD AND NECK SURGEONS. THE MEETING AND OTO EXPO IS ATTENDED BY OVER 6,000 GLOBAL PHYSICIANS, RESEARCHERS AND ALLIED HEALTH PROFESSIONALS WHO GATHER TO REVIEW THE LATEST RESEARCH, COLLABORATE WITH COLLEAGUES AND PARTICIPATE IN HUNDREDS OF HOURS OF OTOLARYNGOLOGY-HEAD AND NECK SPECIFIC CONTINUING MEDICAL EDUCATION. 1882677 1428361 EDUCATION AND GENERAL MEETINGS: THE FOUNDATION PRESENTS A WIDE RANGE OF EDUCATIONAL MEDICAL EDUCATIONAL INITIATIVES AIMED AT INCREASING THE QUALITY OF PATIENT OUTCOMES THROUGH SUPPORTING KNOWLEDGEABLE, COMPETENT, AND PROFESSIONAL PHYSICIANS. THE FOUNDATION CURATES THE KNOWLEDGE BASE AND THEN CONDUCTS THE PLANNING AND PRODUCTION OF EDUCATIONAL ACTIVITIES FOR THE SPECIALTY AS WELL AS OUTREACH EFFORTS FOR NON-OTOLARYNGOLOGIST PHYSICIANS AND ALLIED HEALTH PROFESSIONALS. EDUCATION IS CONDUCTED THROUGH LIVE EVENTS, SUBSCRIPTION PRODUCTS, ONLINE ACTIVITIES, PRINT AND E-PUBLICATIONS AND MOBILE APPLICATIONS. 827030 80780 JOURNAL: PUBLICATIONS OF OTOLARYNGOLOGY HEAD AND NECK SURGERY, THE LATEST PEER-REVIEWED ARTICLES, LITERATURE REVIEWS, AND CASE REPORTS ON DEVELOPMENTS IN THE TREATMENT OF THE EAR, NOSE, THROAT, AND RELATED STRUCTURES OF THE HEAD AND NECK. SPECIAL SUPPLEMENTS INCLUDE CLINICAL PRACTICE GUIDELINES AND OTHER TOPICS. 827030 80780 13529579 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 67 0 1 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 1 1 1 1 1 0 0 1 1 0 1 1 1 1 0 0 AK AL AR AZ CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X LISA HOLMAN VICE PRESIDENT FINANCE 7038364444 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 TROY WOODWARD MD - PRESIDENT -ELECT UNTIL 10/24, PRESIDENT 5.00 5.00 X X 6250 6250 0 DOUGLAS D BACKOUS MD - PRES UNTIL 10/24, IMM. PAST PRESIDENT 5.00 5.00 X X 18750 18750 0 CRISTINA BALDASSARI MD - BOG CHAIR ELECT UNTIL 10/24, BOG CHAIR 5.00 5.00 X 0 3000 0 STEVEN KMUCHA MD JD - BOG CHAIR UNTIL 10/24, BOG PAST CHAIR 5.00 5.00 X 0 9000 0 GENE G BROWN III MD RPH AT- LARGE DIR. UNTIL 10/24, PRES-ELECT 5.00 5.00 X X 0 0 0 KEN KAZAHAYA MD MBA SECRETARY-TREASURER 5.00 5.00 X X 0 0 0 KEN YANAGISAWA MD IMMEDIATE PAST PRESIDENT UNTIL 09/24 5.00 5.00 X X 0 0 0 KATHLEEN L YAREMCHUK MD MSA IMMEDIATE PAST PRESIDENT UNTIL 09/24 5.00 5.00 X X 0 0 0 ANDREW J TOMPKINS MD MBA AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 ANGELA M POWELL MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 CHERI-ANN O NATHAN MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 STEPHEN P CRAGLE BOG CHAIR ELECT AS OF 10/24 5.00 5.00 X 0 0 0 EARL H HARLEY MD AT-LARGE DIRECTOR UNTIL 09/24 5.00 5.00 X 0 0 0 JOHN S RHEE MD MPH MBA AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 MARC G DUBIN MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 YURI AGRAWAL MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 R PETER MANES MD AT-LARGE DIRECTOR AS OF 10/24 5.00 5.00 X 0 0 0 KAREN A RIZZO - BOG PAST CHAIR UNTIL 10/24, AT-LARGE DIR. 5.00 5.00 X 0 0 0 RAHUL K SHAH EVP/CEO AS OF 12/24 20.00 20.00 X 72064 72064 440 TAREK F KALLASSY CHIEF REVENUE AND OPERATING OFFICER 20.00 20.00 X 0 0 0 LISA HOLMAN SR. DIRECTOR, FINANCE 20.00 20.00 X 94133 94133 35512 CHRISTINA M MAGGIO SR. DIRECTOR, COMMUNICATIONS 8.00 32.00 X 36252 145009 63255 TIRZA N LOFGREEN - SR DIR PROF. EDU. & DIGITAL LEARNING 40.00 0.00 X 171780 0 34295 BETHANY J BURCHILL SR. DIRECTOR, MTG & CORP. DEV. 40.00 0.00 X 174899 0 2984 DAVID T WENNER SR. DIRECTOR, IT 20.00 20.00 X 85495 85495 53512 KRISTINE A SCHULZ SR. DIRECTOR, RESEARCH & QUALITY 40.00 0.00 X 154866 0 3720 JOCELYN S MEYER DIRECTOR, REG-ENT 40.00 0.00 X 154607 0 31172 NIRAMOL DHEPYASUWAN DIRECTOR, QUALITY & PERFORMANCE 40.00 0.00 X 140644 0 30520 TRACY D HANAFIN DIRECTOR, HR AND FACILITIES 20.00 20.00 X 67481 67481 28868 HARRY C BIDDLE SENIOR AMS-BUSINESS INTEL 20.00 20.00 X 66172 66172 29622 KEVIN M PHILLIPS SENIOR WEB DEVELOPER 20.00 20.00 X 62321 62321 28746 JAMES C DENNENY III EVP/CEO UNTIL 01/25 20.00 20.00 X 400782 400782 75470 1706496 1030457 418116 7 1 1 0 PROJECTION PRESENTATION TECHNOLOGY 5803 ROLLING ROAD 200 SPRINGFIELD VA 22152 AM AV SERVICES 856553 FIGMD 850 W ARMY TRIAL ROAD CAROL STREAM IL 60188 REGISTRY PLATFORM 773727 THE EXPO GROUP INC 5931 CAMPUS CIRCLE DRIVE IRVING TX 75063 AM SIGNAGE & DECORATIONS 689613 JOHN WILEY & SONS INC 111 RIVER STREET HOBOKEN NJ 07030 PUBLICATIONS/JOURNALS VENDOR 535673 SILVERCHAIR SCIENCES & COMMUNICATION 1604 PHILADELPHIA PIKE SUITE 34 WILMINGTON DE 19809 OTO. CORE CURRICULUM PLATFORM 395261 14 567632 567632 MEETINGS 900099 7666272 7666272 PRODUCT SALES 900099 1428361 1428361 9094633 259724 259724 1233113 1233113 MISCELLANEOUS REVENUE 900099 245723 245723 INSURANCE PROCEEDS 900099 225000 225000 470723 11625825 9094633 0 1963560 X 285780 285780 1392701 1239504 153197 2140258 1230648 909610 220460 151645 68815 514293 413119 101174 231546 159271 72275 86607 38986 47621 29478 23679 5799 36785 36785 4234491 4173598 40893 20000 1035024 861658 171325 2041 493870 396714 97156 222430 178673 43757 312259 280556 31703 3910580 3888601 21979 96654 77640 19014 11105 8920 2185 132601 120587 12014 15386922 13529579 1813323 44020 2965590 4013723 540842 117792 41061 61114 640473 741171 16350267 7499580 9135766 8850687 11198388 10302965 4038098 4375181 -1897155 -4442512 26663063 24020121 1866617 2488111 4325876 4459170 5930375 5625758 338805 0 12461673 12573039 X 5125979 1864426 9075411 9582656 14201390 11447082 26663063 24020121 -3761097 1006789 0 X X 0 1 X 1 0 X 680626 1039949 774792 1696308 567632 4759307 680626 1039949 774792 1696308 567632 4759307 367740 4391567 1253870 1431314 1357494 1344159 1492837 6879674 117633 116288 102522 107155 225000 668598 12307579 28281644 0.35680 0.39450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7909457 65423 626609 152499 8448990 7351439 21495 690179 153656 7909457 6857328 148515 466120 120524 7351439 7750090 31109 -802427 121444 6857328 6338908 107144 1407329 103291 7750090 0.00000 0.61409 0.38591 0 0 2327631 2327631 10873658 4573359 6300299 2223878 2111359 112519 925100 814862 110238 8850687 HAWK RIDGE PTRS CLASS A 1161051 F EVANSTON ALT OPPORTUNITIES CLASS I 1202796 F SEG PARTNERS LP A 1004641 F CORRE OPPORTUNITIES OFFSHORE FUND INITB 472743 F OTHER INVESTMENT 533950 F 4375181 X 12595829 1006789 1006789 11589040 36785 36785 11625825 15350137 0 15350137 36785 36785 15386922 PART V, LINE 4: THE HAL FOSTER ENDOWMENT IS THE UMBRELLA FOR ALL OF THE FOUNDATION'S PERMANENTLY RESTRICTED FUNDS; IT INCLUDES FUNDS FOR GENERAL RESEARCH PROJECTS, AS WELL AS SPECIFIC DONOR-FUNDED PROJECTS. PART X, LINE 2: THE ORGANIZATIONS EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS; AND THERE ARE CURRENTLY NO AUDITS PENDING OR IN PROGRESS. 1 CORE RESEARCH GRANTS 14 205000 INTERNATIONAL AWARDS 37 55700 OTHER GRANTS 25 25080 PART I, LINE 2: THE CENTRALIZED OTOLARYNGOLOGY RESEARCH EFFORT (CORE) GRANT PROGRAM USES THE PROPOSAL CENTRAL GRANTS MANAGEMENT SOFTWARE TO MANAGE THE AAO-HNS RESEARCH GRANTEES AND THOSE OF THE PARTICIPATING SPECIALTY SOCIETIES. ONCE EACH GRANTEE IS SELECTED TO RECEIVE FUNDING, A NOTIFICATION LETTER IS SENT ALONG WITH A TERMS AND CONDITIONS CONTRACT. ALL GRANTEES ARE REQUIRED TO SUBMIT A TERMS AND CONDITIONS CONTRACT, PRIOR TO ANY GRANTS FUNDS BEING RELEASED. THE CONTRACT STIPULATES THAT THE FUNDS WILL BE USED AS OUTLINED IN THEIR ORIGINAL GRANT PROPOSAL BUDGET. ANY DEVIATIONS FROM THE ORIGINAL BUDGET MUST BE APPROVED BY THE FUNDING ORGANIZATION. ALL GRANTEES ARE REQUIRED TO SUBMIT PROGRESS REPORTS EVERY 6 MONTHS, A FINAL PROGRESS REPORT (TO SHARE HOW THE FINDINGS WILL BE PRESENTED AND/OR PUBLISHED) AND A FINAL FINANCIAL REPORT WHICH OUTLINES THE USE OF THE FUNDS. IF THERE ARE UNEXPENDED FUNDS, THEY MUST BE RETURNED TO THE FUNDING ORGANIZATION. TRAVEL GRANTS ARE MONITORED THROUGH REVIEW OF ATTENDANCE RECORDS AT THE RELATED EVENT FOR WHICH THE TRAVEL GRANT WAS AWARDED. IN SOME CASES, REPORTS/ARTICLES ARE REQUIRED TO BE SUBMITTED DESCRIBING PARTICIPATION IN THE EVENT. OTHER GRANTS ARE MONITORED THROUGH REPORTING REQUIREMENTS SPECIFIC TO EACH GRANT. X 1 0 X X X X X 0 1 0 0 0 0 0 1 0 JAMES C DENNENY III EVP/CEO UNTIL 01/25 378022 378022 22760 22760 0 0 26750 26750 10985 10985 438517 438517 0 0 CHRISTINA M MAGGIO SR. DIRECTOR, COMMUNICATIONS 34772 139089 1480 5920 0 0 3403 13610 9248 36994 48903 195613 0 0 DAVID T WENNER SR. DIRECTOR, IT 83045 83045 2450 2450 0 0 5180 5180 21576 21576 112251 112251 0 0 LISA HOLMAN SR. DIRECTOR, FINANCE 90583 90583 3550 3550 0 0 8526 8526 9230 9230 111889 111889 0 0 TIRZA N LOFGREEN - SR DIR PROF. EDU. & DIGITAL LEARNING 164780 0 7000 0 0 0 16543 0 17752 0 206075 0 0 0 JOCELYN S MEYER DIRECTOR, REG-ENT 150607 0 4000 0 0 0 15303 0 15869 0 185779 0 0 0 BETHANY J BURCHILL SR. DIRECTOR, MTG & CORP. DEV. 174899 0 0 0 0 0 2984 0 0 0 177883 0 0 0 NIRAMOL DHEPYASUWAN DIRECTOR, QUALITY & PERFORMANCE 135244 0 5400 0 0 0 12916 0 17604 0 171164 0 0 0 TRACY D HANAFIN DIRECTOR, HR AND FACILITIES 66181 66181 1300 1300 0 0 6076 6076 8358 8358 81915 81915 0 0 HARRY C BIDDLE SENIOR AMS-BUSINESS INTEL 63622 63622 2550 2550 0 0 6088 6088 8723 8723 80983 80983 0 0 KRISTINE A SCHULZ SR. DIRECTOR, RESEARCH & QUALITY 154866 0 0 0 0 0 0 0 3720 0 158586 0 0 0 KEVIN M PHILLIPS SENIOR WEB DEVELOPER 59921 59921 2400 2400 0 0 5690 5690 8683 8683 76694 76694 0 0 PART I, LINE 1A THE FOUNDATION HAS AN AGREEMENT WITH ITS EVP/CEO WHICH STIPULATES THAT HE MAY BE ACCOMPANIED BY A FAMILY MEMBER TO ONE MEETING WITHIN THE CONTINENTAL UNITED STATES, WHICH EXPENSES REASONABLY INCURRED ARE TO BE REIMBURSED BY THE ACADEMY OR FOUNDATION. PART I, LINE 4B JAMES C. DENNENY, III, EVP/CEO, RECEIVED A CONTRIBUTION OF $14,289 TO HIS SECTION 457(F) PLAN. PART I, LINE 7 DISCRETIONARY PERFORMANCE BONUSES AWARDED TO OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES ARE LISTED IN SCHEDULE J, PART II, COLUMN B(II). A INDUSTRIAL DEVELOPMENT AUTHORITY OF THE CITY OF ALEXANDRIA SERIES 2017 546001103 2017-12-29 7882646 PRINCIPAL REDEMPTION OF SERIES 2008B TAX-EXEMPT BONDS 0 0 0 A 2119487 7882646 7882646 2008 1 0 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS ONE MEMBER, THE AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY, INC. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION'S BYLAWS SPECIFY THAT ITS BOARD MEMBERS MUST CONSIST OF MEMBERS OF THE BOARD OF ITS SOLE MEMBER, THE AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY, INC. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS ADOPTED BY THE FOUNDATION MAY BE AMENDED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE BOARD OF DIRECTORS AND WITH APPROVAL OF THE MEMBER AT A MEETING OF THE MEMBER PROVIDED, HOWEVER, THAT NO AMENDMENT SHALL BE ACTED UPON UNLESS WRITTEN NOTICE, SETTING FORTH THE SUBSTANCE OF THE PROPOSED AMENDMENT, AND THE TIME AND PLACE OF MEETING, SHALL HAVE BEEN SENT TO THE BOARD OF DIRECTORS AT LEAST THIRTY DAYS IN ADVANCE OF THE MEETING. FORM 990, PART VI, SECTION B, LINE 11B AN EMAIL NOTICE CONTAINING A DIRECT LINK TO THE DOCUMENT IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING THE FORM 990 WITH THE IRS. BOARD MEMBERS ARE INVITED TO DIRECT QUESTIONS OR COMMENTS TO ANY OFFICER OR KEY EMPLOYEE. FORM 990, PART VI, SECTION B, LINE 12C INQUIRIES OF INDIVIDUALS REGARDING CONFLICTS OF INTEREST ARE PERFORMED AND FOLLOWED UP ON. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION COMMITTEE OF THE EXECUTIVE COMMITTEE OF THE ACADEMY AND THE FOUNDATION UNDERTAKE AN ANNUAL REVIEW OF THE EVP/CEO'S PERFORMANCE. THE COMMITTEES USE AS A GUIDE FOR DETERMINING THE COMPENSATION A FORMAL EVALUATION PROCESS ESTABLISHED BY THE EXECUTIVE AND FINANCE COMMITTEE. A SMALL SUBSET OF THE BOD, INCLUDING THE PRESIDENT, PRESIDENT-ELECT, AND TREASURER, IS USED AS THE COMPENSATION COMMITTEE FOR THE EVP/CEO. THE EVP/CEO'S CONTRACT PROVIDES POLICIES ON ANNUAL INCREASES AND PERFORMANCE BONUSES. THESE ARE BOTH DETERMINED BY THE COMPENSATION COMMITTEE. THE COMPENSATION OF THE OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE EVP/CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G NEW BUILD OF REGENT PLATFORM: PROGRAM SERVICE EXPENSES 3,500,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,500,000. NEW EDUCATIONAL PLATFORM, OCC: PROGRAM SERVICE EXPENSES 155,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 155,000. IT REFRESH, PURCHASE OF AI PRODUCTS: PROGRAM SERVICE EXPENSES 125,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,000. INVESTED IN PROFESSIONAL DEVELOPMENT FOR STAFF: PROGRAM SERVICE EXPENSES 110,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,000. INCREASED BOD STIPENDS: PROGRAM SERVICE EXPENSES 67,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,000. OTHER MISCELLANEOUS: PROGRAM SERVICE EXPENSES 216,598. MANAGEMENT AND GENERAL EXPENSES 40,893. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 277,491. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD & NECK SURGERY 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 521219436 AAO-HNS IS THE WORLD'S LARGEST ORGANIZATION REPRESENTING SPECIALISTS DC 501(C)(6) N/A 0 ENT RESOURCES INC 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 541996469 PRODUCTS, SERVICES, AND INFO TO BENEFIT PROVIDERS VA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY N 264190 COST AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY O 4584864 COST AMERICAN ACADEMY OF OTOLARYNGOLOGY - HEAD AND NECK SURGERY P 2080826 COST