2024-05-15T10:55:45-05:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-07-01 521219436 AMERICAN ACADEMY OF OTOLARYNGOLOGY HEAD & NECK SURGERY INC AMER 7038364444 1650 DIAGONAL ROAD ALEXANDRIA VA 223142857 JAMES C DENNENY III MD EVP & CEO 7038364444 2024-05-15 1 JAMES DENNENY III MD 999009999 0 AARON M FOX P01365820 2022274000 2024-05-15 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES C DENNENY III MD 1650 DIAGONAL ROAD ALEXANDRIA VA 223142857 8252408 0 X WWW.ENTNET.ORG X 1981 DC EMPOWERING OTOLARYNGOLOGIST-HEAD AND NECK SURGEONS TO DELIVER THE BEST PATIENT CARE. 15 13 0 700 144017 129285 87295 75000 6874830 6947296 527425 519877 615558 710235 8105108 8252408 51000 71250 0 0 4080765 4421288 0 0 0 1853857 1984497 5985622 6477035 2119486 1775373 29812256 32491002 3599792 3656630 26212464 28834372 X HELPING MEMBERS ACHIEVE EXCELLENCE AND PROVIDE THE BEST EAR, NOSE, AND THROAT CARE THROUGH PROFESSIONAL AND PUBLIC EDUCATION, RESEARCH, AND HEALTH POLICY ADVOCACY. 0 0 MEMBERSHIP: THE ACADEMY MAINTAINS AND ADMINISTERS INFORMATION RELATING TO ITS MEMBERS, COMPILES AND PREPARES PUBLICATIONS DRAWING ON THESE RECORDS, PROVIDES OPPORTUNITIES FOR VOLUNTEER LEADERSHIP THROUGH COMMITTEE INVOLVEMENT AND ANSWERS QUESTIONS FOR MEMBERS, NON-MEMBER PROFESSIONALS, AND THE PUBLIC. ADVOCACY: THE ACADEMY ADVOCATES TO THE U.S. CONGRESS AND STATE LEGISLATURES ON BEHALF OF ITS MEMBERSHIP ON KEY ISSUES IMPACTING THE SPECIALTY, MEMBERS' PRACTICES AND PATIENTS. NUMEROUS OPPORTUNITIES ARE PROVIDED FOR ACADEMY MEMBERS TO INTERACT WITH THEIR ELECTED OFFICIALS. COMMUNICATIONS: THE ACADEMY PUBLISHES A MONTHLY MAGAZINE, THE BULLETIN, AND PRODUCES DIGITAL AND SOCIAL MEDIA COMMUNICATIONS ABOUT PROGRAMS AND SERVICES, SPECIALTY INNOVATIONS, AND GOVERNMENTAL AND SOCIOECONOMIC ISSUES AFFECTING THE SPECIALTY. ITS MEDIA RELATIONS PROGRAMS EDUCATE THE PUBLIC ABOUT THE SPECIALTY AND DISSEMINATE ITS HEALTH INFORMATION. CREATIVE SERVICES PRODUCES PRINT, DIGITAL, AND VIDEO MATERIALS. HEALTH POLICY: THE ACADEMY MAINTAINS VISIBILITY AND CREDIBILITY WITH NATIONAL REPRESENTATIVES REGARDING SOCIOECONOMIC AND FEDERAL REGULATORY ISSUES AND ADVOCATES FOR APPROPRIATE REIMBURSEMENT AND FAIR POLICIES WITH MEDICARE AND PRIVATE PAYERS; PROVIDING MEMBERS WITH INFORMATION AND GUIDANCE ON REIMBURSEMENT ISSUES ENCOUNTERED AT THE STATE AND LOCAL LEVEL. 0 1 1 1 0 0 0 0 0 0 1 0 1 0 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 1 1 0 1 37 0 1 0 1 1 0 0 0 1 1 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 X LISA HOLMAN SENIOR DIRECTOR FINANCIAL OPERATIONS 7038364444 1650 DIAGONAL ROAD ALEXANDRIA VA 223142857 KATHLEEN L YAREMCHUK MD MSA PRES.-ELECT - TIL 09/2022, PRESIDENT 5.00 5.00 X X 6250 6250 0 DOUGLAS BACKOUS MD AT-LARGE DIR. - TIL 09/2022, PRESIDENT-ELECT 5.00 5.00 X X 0 0 0 KEN YANAGISAWA MD PRESIDENT - UNTIL 09/2022, IMM. PAST PRESIDENT 5.00 5.00 X X 18750 18750 0 CAROL R BRADFORD MD IMM. PAST PRESIDENT - UNTIL 09/2022 5.00 5.00 X X 0 0 0 STEVEN W CHEUNG MD MBA SECRETARY-TREASURER 5.00 5.00 X X 0 0 0 KAREN RIZZO MD CHAIR-ELECT - UNTIL 09/2022, CHAIR 5.00 5.00 X 3000 0 0 STEVEN KMUCHA CHAIR-ELECT - AS OF 10/2022 5.00 5.00 X 0 0 0 TROY WOODWARD MD CHAIR - UNTIL 09/2022, PAST CHAIR 5.00 5.00 X 9000 0 0 LANCE MANNING PAST CHAIR - UNTIL 09/2022 5.00 5.00 X 0 0 0 YURI AGRAWAL MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 WILLIAM R BLYTHE MD AT-LARGE DIRECTOR - UNTIL 09/2022 5.00 5.00 X 0 0 0 EUGENE G BROWN III MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 ALEXANDER G CHIU MD 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 VALARIE FLANARY MD AT-LARGE DIRECTOR - UNTIL 09/2022 5.00 5.00 X 0 0 0 EARL H HARLEY MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 LAKEISHA R HENRY 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 ANGELA M POWELL MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 JAMES C DENNENY III EVP/CEO 20.00 20.00 X 367829 367829 70166 CARRIE HANLON SR. DIRECTOR, FINANCE & ADMIN 20.00 20.00 X 104122 104123 36302 MAURA A FARRELL SR. DIRECTOR, ADVOCACY 40.00 0.00 X 208572 0 36603 MICHAEL A ROBEY SR. DIRECTOR, INFORMATION TECHNOLOGY 20.00 20.00 X 103621 103621 35940 KATHERINE E LEWIS SR. DIRECTOR, COMMUNICATIONS 32.00 8.00 X 151530 37883 33719 ELISE S SWINEHART SENIOR DIR., MEMBERSHIP & GLOBAL AFFAIRS 40.00 0.00 X 171736 0 20743 LISA HOLMAN DIRECTOR, FINANCIAL OPERATIONS 20.00 20.00 X 73029 73029 29990 CHRISTINA M MAGGIO DIRECTOR, COMMUNICATIONS & PUBS 30.00 10.00 X 102190 34063 28880 KEVIN M PHILLIPS SR. WEB DEVELOPER 20.00 20.00 X 59401 59401 27088 TRACY D HANAFIN DIRECTOR, HR & FACILITIES 20.00 20.00 X 62344 62344 17228 HARRY C BIDDLE SR. MANAGER AMS - BUSINESS INTEL 20.00 20.00 X 62419 62419 15046 1503793 929712 351705 15 0 1 0 0 75000 75000 MEMBERSHIP DUES 900099 6930413 6930413 BULLETIN ADVERTISING 900099 12413 12413 PRODUCT SALES 900099 4470 4470 6947296 519877 519877 668916 131604 537312 MAILING LIST RENTALS 900099 30721 30721 MISCELLANEOUS REVENUE 900099 10598 10598 41319 8252408 6934883 144017 1098508 71250 1299941 2419222 120604 345399 236122 21645 28199 91193 132955 547003 467030 246319 99900 154563 113434 21201 61055 6477035 0 0 8212532 9827348 160385 202679 65478 57352 20887882 14916430 -495373 5327831 981352 2159362 29812256 32491002 121715 222690 3478077 3433940 3599792 3656630 X 26078101 28715009 134363 119363 26212464 28834372 29812256 32491002 1775373 846535 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED AM ACADEMY OF OTOLARYNGOLOGY- HEAD AND NECK SURGERY ENT PAC 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 521789074 0 0 1 6930413 933962 393430 1327392 1039562 287830 0 8 C HAWK RIDGE PTRS CLASS A 1374310 F EVANSTON ALT OPPORTUNITIES CLASS I 1356428 F SEG PARTNERS LP A 1306103 F BLACKSTONE REIT CLASS I 721199 F CORRE OPPORTUNITIES OFFSHORE FUND INITB 569783 F 5327831 DUE FROM FOUNDATION 2159362 2159362 X 9007750 846535 846535 8161215 91193 91193 8252408 6385842 0 6385842 91193 91193 6477035 PART X, LINE 2: THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2023 AND 2022, 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 RESIDENT LEADERSHIP GRANTS 124 46250 HUMANITARIAN TRAVEL GRANTS 25 25000 PART I, LINE 2: IN ORDER TO BE CONSIDERED, ALL APPLICANTS MUST BE CURRENT RESIDENTS OR FELLOWS-IN-TRAINING, MEMBERS OF THE AAO-HNS AND ATTENDING A RESIDENCY PROGRAM AND/OR FELLOWSHIP IN THE U.S. OR CANADA. TO ENABLE US TO EFFECTIVELY AND EFFICIENTLY PROVIDE GRANTS BASED ON NEEDS, TRAINING PROGRAM DIRECTORS ARE ASKED TO NOMINATE AT LEAST TWO RESIDENTS FROM THEIR PROGRAMS THAT THEY DEEM WORTHY TO RECEIVE GRANTS. FROM THIS GROUP, THE AAO-HNS AWARDS GRANTS BASED ON THE RESIDENTS' LEVEL OF PARTICIPATION. RESIDENTS WHO RECEIVE GRANTS ARE REQUIRED TO ATTEND THE SECTION FOR RESIDENTS AND FELLOWS-IN-TRAINING GENERAL ASSEMBLY. ATTENDANCE IS MONITORED AND TRACKED THROUGH THEIR MEMBERSHIP RECORD. AN INTERNAL COMMITTEE OF STAFF REVIEWS EACH APPLICATION. APPLICANTS MUST BE A MEMBER IN GOOD STANDING AND MUST SUBMIT AN APPLICATION WITHIN THE DEADLINE IN ORDER TO RECEIVE A LEADERSHIP GRANT. RESIDENTS SERVING IN A LEADERSHIP POSITION, WHICH INCLUDES THE SRF GOVERNING COUNCIL AND APPOINTED OFFICERS, ARE GUARANTEED A GRANT. ALL OTHER APPLICANTS MUST MEET AT LEAST THREE OF THE FOLLOWING EIGHT SELECTION CRITERIA. RESIDENTS PARTICIPATING IN MORE THAN THREE OF THE FOLLOWING AREAS ARE GIVEN FIRST PRIORITY TO RECEIVING THE GRANT: - RESIDENTS SERVING ON A COMMITTEE. - RESIDENTS SERVING AS A SRF RESIDENT REPRESENTATIVE FOR THEIR TRAINING PROGRAM. - RESIDENTS WHO ARE PRESENTING A POSTER AT THE MEETING. - RESIDENTS WHO ARE PRESENTING A RESEARCH/SCIENTIFIC PAPER AT THE MEETING. - RESIDENTS WHO ATTENDED THE BOG SPRING MEETING AND/OR THE JOINT SURGICAL ADVOCACY CONFERENCE. - RESIDENT WHO ARE FIRST-TIME ATTENDEES. - RESIDENTS WHO HAVE SENIORITY IN THEIR TRAINING PROGRAM AND AVAILABILITY TO ATTEND (AS IDENTIFIED BY TRAINING PROGRAM DIRECTOR AND/OR DEPARTMENT CHAIR). - RESIDENTS WHO HAVE ATTENDED PREVIOUS MEETINGS BUT NEVER RECEIVED AN AAO-HNS/F LEADERSHIP GRANT. IF GRANTS ARE STILL AVAILABLE AFTER THE INITIAL SELECTION PROCESS, THE PROCESS WILL START ANEW BY SELECTING AT LEAST TWO, BUT NO MORE THAN THREE, RESIDENTS FROM EACH TRAINING PROGRAM USING THE SAME CRITERIA ABOVE. 0 1 0 JAMES C DENNENY III EVP/CEO 347711 347711 20118 20118 0 0 23750 23750 11333 11333 402912 402912 0 0 MAURA A FARRELL SR. DIRECTOR, ADVOCACY 197772 0 10800 0 0 0 19645 0 16958 0 245175 0 0 0 CARRIE HANLON SR. DIRECTOR, FINANCE & ADMIN 99172 99173 4950 4950 0 0 9529 9529 8622 8622 122273 122274 0 0 MICHAEL A ROBEY SR. DIRECTOR, INFORMATION TECHNOLOGY 98771 98771 4850 4850 0 0 9340 9340 8630 8630 121591 121591 0 0 KATHERINE E LEWIS SR. DIRECTOR, COMMUNICATIONS 144490 36123 7040 1760 0 0 13594 3391 13387 3347 178511 44621 0 0 ELISE S SWINEHART SENIOR DIR., MEMBERSHIP & GLOBAL AFFAIRS 162536 0 9200 0 0 0 15400 0 5343 0 192479 0 0 0 LISA HOLMAN DIRECTOR, FINANCIAL OPERATIONS 70229 70229 2800 2800 0 0 6628 6628 8367 8367 88024 88024 0 0 CHRISTINA M MAGGIO DIRECTOR, COMMUNICATIONS & PUBS 98365 32788 3825 1275 0 0 9321 3107 12339 4113 123850 41283 0 0 PART I, LINE 4B JAMES C. DENNENY, III, EVP/CEO, RECEIVED A CONTRIBUTION OF $15,220 TO HIS SECTION 457(F) PLAN. FORM 990, PART VI, SECTION A, LINE 6 THE ACADEMY HAS MULTIPLE MEMBERSHIP CATEGORIES: FELLOW (BOARD-CERTIFIED PHYSICIANS), MEMBER (NON-CERTIFIED PHYSICIANS), SCIENTIFIC FELLOW (PHDS WITH ACADEMIC AFFILIATIONS TO OTOLARYNGOLOGY), RESIDENT (RESIDENTS IN OTOLARYNGOLOGY TRAINING), INTERNATIONAL (PHYSICIANS PRACTICING OUTSIDE THE US AND CANADA), INTERNATIONAL RESIDENT, ASSOCIATE (PHYSICIANS AND DENTISTS IN FIELDS ALLIED TO OTOLARYNGOLOGY), AFFILIATE (NON-PHYSICIANS), STUDENT, AND ADMINISTRATOR. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE VOTED ON BY MEMBERS OF THE ACADEMY. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BYLAWS ARE SUBJECT TO APPROVAL BY THE MEMBERS VIA VOTE. 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 CONFLICT OF INTEREST ARE PERFORMED AND FOLLOWED UP ON. FORM 990, PART VI, SECTION B, LINE 15A THE ACADEMY ITSELF HAS NO EMPLOYEES; COMPENSATION OF THE EVP/CEO IS SET BY A COMPENSATION SUBCOMMITTEE OF THE EXECUTIVE COMMITTEE OF THE ACADEMY'S RELATED FOUNDATION (THE ACADEMY AND ITS FOUNDATION HAVE COMMON BOARD MEMBERS). THE COMMITTEE UNDERTAKES AN ANNUAL REVIEW OF THE EVP/CEO'S PERFORMANCE. THE COMMITTEE USES AS A GUIDE FOR DETERMINING THE COMPENSATION A FORMAL EVALUATION PROCESS ESTABLISHED BY THE EXECUTIVE COMMITTEE. A SMALL SUBSET OF THE BOARD, INCLUDING THE PRESIDENT, PRESIDENT-ELECT, AND TREASURER, IS USED AS THE COMPENSATION COMMITTEE FOR THE EVP/CEO. DURING THE MOST RECENT CONTRACT RENEWAL IN 2010, THE COMMITTEE USED DATA FROM A CONSULTANT WHO SPECIALIZES IN BENCHMARKING EXECUTIVE COMPENSATION. THE EVP/CEO'S CONTRACT ALSO PROVIDES POLICIES ON ANNUAL INCREASES AND PERFORMANCE BONUSES. THESE ARE BOTH DETERMINED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. AMERICAN ACADEMY OF OTOLARYNGOLOGY-HEAD & NECK SURGERY FOUNDATION 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 521219434 ADVANCE THE SCIENCE AND ART OF MEDICINE DC 501(C)(3) LINE 12B, II 1 AMERICAN ACADEMY OF OTOLARYNGOLOGY-HEAD AND NECK SURGERY ENT PAC 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 521219436 POLITICAL ACTION COMMITTEE DC 527 N/A 1 ENT RESOURCES INC (ENTRI) 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 541996469 PRODUCTS, SERVICES, AND INFO TO BENEFIT PROVIDERS VA N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AAO-HNS FOUNDATION N 243755 COST AAO-HNS FOUNDATION O 3470061 COST AAO-HNS FOUNDATION Q 1741600 COST