2025-11-14T06:58:41-06:00 2025-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-07-01 273063631 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE ALLI 7033414540 330 JOHN CARLYLE STREET 610 ALEXANDRIA VA 22314 ERICA J HOLLAND CHIEF EXECUTIVE OFFICER 7033414540 2025-11-14 1 1 ERIN CRANMER P01712644 2023319880 2025-11-11 2024 2025-03-06 01:10:19Z ERICA J HOLLAND 330 JOHN CARLYLE STREET 610 ALEXANDRIA VA 22314 9742257 0 X WWW.IM.ORG X 2010 DE 30 29 29 31 30 134760 59512 0 0 7954850 8589936 302014 841290 48272 182485 8305136 9613711 100000 0 0 0 4550023 4427142 0 0 0 4376855 4793902 9026878 9221044 -721742 392667 16305577 16917944 3989391 3723254 12316186 13194690 THE ALLIANCE FOR ACADEMIC INTERNAL MEDICINE (AAIM) PROMOTES THE ADVANCEMENT AND PROFESSIONAL DEVELOPMENT OF ITS MEMBERS WHO PREPARE THE NEXT GENERATION OF INTERNAL MEDICINE PHYSICIANS AND LEADERS THROUGH EDUCATION, RESEARCH, ENGAGEMENT, AND COLLABORATION. 0 0 3673965 4566113 AAIM PROVIDES CONFERENCE AND MEETINGS WITH PROGRAMMATIC OFFERINGS AND TOOLS AIMED TO ENHANCE THE ABILITY OF INDIVIDUALS WHO TRAIN THE NEXT GENERATION OF PHYSICIANS. 1841924 126273 THE ALLIANCE DEVELOPS POSITION STATEMENTS, GUIDELINES, WHITE PAPERS, CURRICULAR RESOURCES, AND "BEST PRACTICE" RECOMMENDATIONS FOR FACULTY AND STAFF IN UNDERGRADUATE MEDICAL EDUCATION AND GRADUATE MEDICAL EDUCATION. ALLIANCE MEMBER ORGANIZATIONS CONDUCT ANNUAL SURVEYS TO PROVIDE INSIGHT, RECOMMEND POLICY, AND SET BENCHMARKS FOR DEPARTMENTS OF INTERNAL MEDICINE IN INSTITUTIONS ACROSS THE COUNTRY. 3945275 3945275 5515889 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 31 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X ERICA J HOLLAND 7033414540 330 JOHN CARLYLE ST STE 610 ALEXANDRIA VA 22314 SHOBHINA G CHHEDA MD MPH CHAIR 2.00 X X 0 0 0 SUSAN LANE MD FACP VICE CHAIR 2.00 X X 0 0 0 ALLEN MEAD SECRETARY-TREASURER 2.00 X X 0 0 0 REENI A ABRAHAM MD DIRECTOR 2.00 X 0 0 0 ALPESH N AMIN MD MBA MACP SFHM DIRECTOR 2.00 X 0 0 0 CATHERINE E APALOO DIRECTOR 2.00 X 0 0 0 STEVEN R BARCZI MD DIRECTOR 2.00 X 0 0 0 JEFFREY BECKER DIRECTOR 2.00 X 0 0 0 KATHLEEN A COONEY MD MACP DIRECTOR 2.00 X 0 0 0 DOMINIQUE COSCO MD DIRECTOR 2.00 X 0 0 0 CAROL A COTTRELL DIRECTOR 2.00 X 0 0 0 ANNE B CURTIS MD MACP FACC FHRS DIRECTOR 2.00 X 0 0 0 GRETCHEN DIEMER MD DIRECTOR 2.00 X 0 0 0 BRIAN KWAN MD DIRECTOR 2.00 X 0 0 0 CINDY LAI MD DIRECTOR 2.00 X 0 0 0 C SETH LANDEFELD MD MACP DIRECTOR 2.00 X 0 0 0 MARGARET C LO MD FACP DIRECTOR 2.00 X 0 0 0 VERA L LUTHER MD FACP FIDSA DIRECTOR 2.00 X 0 0 0 NANCY MASUCCI DIRECTOR 2.00 X 0 0 0 ELI M MILOSLAVSKY MD DIRECTOR 2.00 X 0 0 0 CATHY O'NEILL MBA DIRECTOR 2.00 X 0 0 0 AMBER T PINCAVAGE MD FACP DIRECTOR 2.00 X 0 0 0 JAYA M RAJ MD FACP DIRECTOR 2.00 X 0 0 0 GABY WEISSMAN DIRECTOR 2.00 X 0 0 0 ERICA J HOLLAND CEO (EFFECTIVE 6/11/2025) 20.00 X 0 0 0 POLLY PARSONS MD MACP FCCP ATSF PRESIDENT 20.00 X 287288 0 17321 KAREN M MAJCHER MBA SENIOR DIRECTOR OF BUSINES 40.00 X 203924 0 34072 MARGARET A BREIDA MS SENIOR DIRECTOR, EDUCATION 40.00 X 213831 0 32473 SHEILA T COSTA MA SENIOR DIRECTOR, SPECIAL P 40.00 X 204317 0 25485 TALIA D AUSTIN MSM SENIOR DIRECTOR, MEMBER EN 40.00 X 197611 0 24142 STEVEN M HUMPHREY SENIOR DIRECTOR, CONFERENC 40.00 X 180639 0 24132 NANCY DERNELLE MA SENIOR DIRECTOR, HUMAN RES 40.00 X 202349 0 13726 BERGITTA E COTRONEO FACMPE FORMER DEPUTY CEO AND EVP, EX OFFICIO 40.00 X 103306 0 8320 1593265 0 179671 19 1 1 0 GLOBAL EVENTS 2290 EAST AVE ROCHESTER NY 14610 AV SERVICES 357161 FREEMAN EXPOSITIONS LLC 1600 VICEROY DRIVE SUITE 100 DALLAS TX 75235 CONFERENCES EXHIBITION SERVICES 163000 MATARIX GROUP INT'L 2611 SOUTH CLARK ST SUITE 3300 ARLINGTON VA 22202 WEBSITE DEVELOP SVS. 122576 PNS 3141 N THOMAS ST ARLINGTON VA 75235 TECHNOLOGY SERVICES 117778 CREEKSIDE 6 NETTLECREEK ROAD FAIRPOINT NY 14450 VIDEO SERVICES 103182 5 MEETING INCOME 611710 4160918 4123411 37507 MEMBERSHIP DUES 900099 4047012 4047012 PARTNERSHIP REVENUE 900099 299300 299300 SALES 900099 82706 9020 73686 8589936 755210 755210 214626 128546 86080 86080 86080 ADVERTISING 900099 23567 23567 158918 158918 182485 9613711 8637661 134760 841290 X 588373 237087 351286 2845619 1259157 1586462 185275 82728 102547 544682 246971 297711 263193 115413 147780 45921 8908 37013 97776 97776 50878 50878 1151888 621556 530332 155727 114228 41499 584010 312188 271822 228596 121570 107026 222220 202276 19944 2103650 2103189 461 38889 20682 18207 75729 51860 23869 TAXES 30128 16023 14105 AWARDS AND GIFTS 4433 4433 4057 2053 2004 9221044 5515889 3705155 0 323379 616639 4364788 3545814 26870 141884 241831 304834 847880 775442 88278 72438 10822693 11977758 437738 258577 16305577 16917944 1401580 1039889 2094722 2388755 493089 294610 3989391 3723254 X 12316186 13194690 12316186 13194690 16305577 16917944 392667 485837 0 X X 0 1 X 1 0 X 449900 449900 4949375 5792031 7195429 7851069 8478743 34266647 5399275 5792031 7195429 7851069 8478743 34716547 0 0 0 34716547 612000 899726 830606 298882 755210 3396424 612000 899726 830606 298882 755210 3396424 66103 102683 63659 134760 367205 17045 85157 95985 35977 158918 393082 6028320 6843017 8224703 8249587 9527631 38873258 0.89310 0.84900 0.08740 0.09480 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC - 2020 AMOUNT: $ 17,045. 2021 AMOUNT: $ 85,157. 2022 AMOUNT: $ 95,985. 2023 AMOUNT: $ 35,977. 2024 AMOUNT: $ 158,918. 88473 50598 37875 759407 724844 34563 72438 OPERATING LEASE LIABILITY 294610 294610 X 10048670 485837 485837 9562833 50878 50878 9613711 9170166 0 9170166 50878 50878 9221044 PART X, LINE 2: THE ALLIANCE FOLLOWS THE STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE ALLIANCE MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE ALLIANCE'S TAX POSITIONS AND CONCLUDED THAT THE ALLIANCE HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. X X X X X X 0 0 0 0 0 0 0 1 0 POLLY PARSONS MD MACP FCCP ATSF PRESIDENT 229931 0 57357 0 0 0 16715 0 606 0 304609 0 0 0 MARGARET A BREIDA MS SENIOR DIRECTOR, EDUCATION 176705 0 12126 0 25000 0 12796 0 19677 0 246304 0 0 0 KAREN M MAJCHER MBA SENIOR DIRECTOR OF BUSINES 167434 0 11490 0 25000 0 12126 0 21946 0 237996 0 0 0 SHEILA T COSTA MA SENIOR DIRECTOR, SPECIAL P 167726 0 11591 0 25000 0 12231 0 13254 0 229802 0 0 0 TALIA D AUSTIN MSM SENIOR DIRECTOR, MEMBER EN 161443 0 11168 0 25000 0 11785 0 12357 0 221753 0 0 0 NANCY DERNELLE MA SENIOR DIRECTOR, HUMAN RES 165968 0 11381 0 25000 0 11929 0 1797 0 216075 0 0 0 STEVEN M HUMPHREY SENIOR DIRECTOR, CONFERENC 144471 0 11168 0 25000 0 11785 0 12347 0 204771 0 0 0 BERGITTA E COTRONEO FACMPE FORMER DEPUTY CEO AND EVP, EX OFFICI 103306 0 0 0 0 0 4674 0 3646 0 111626 0 0 0 PART I, LINE 3 THE ALLIANCE RECEIVES MARKET DATA AND ANALYSIS ON A BI-ANNUAL BASIS. BASED ON THE DATA, THE ALLIANCE PROVIDES COMPENSATION DATA FOR ALL EMPLOYEES TO THE AAIM COMPENSATION COMMITTEE AND AAIM FINANCE AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE SALARY AND BENEFIT PACKAGE IS SENT TO THE BOARD OF DIRECTORS FOR FINAL APPROVAL. PART I, LINE 7 THE BOARD OF DIRECTORS AWARDS PERFORMANCE BONUSES TO THE CEO BASED ON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION AND MEETING OR EXCEEDING INDIVIDUAL PERFORMANCE GOALS. THE AMOUNT OF THE PERFORMANCE BONUS IS OUTLINED IN THE CEO CONTRACT. THE CEO AWARDS BONUSES TO STAFF BASED ON THE FINANCIAL PERFORMANCE OF THE ORGANIZATION AND MEETING OR EXCEEDING INDIVIDUAL PERFORMANCE GOALS. THE BONUS AMOUNTS ARE TIERED AND BASED ON EMPLOYEE EMPLOYMENT LEVEL AND PERFORMANCE. FORM 990, PART VI, SECTION A, LINE 6 AAIM HAS 3 MEMBERSHIP CATEGORIES: FOUNDING MEMBERS, ASSOCIATE MEMBERS, AND REGULAR MEMBERS. THE FOUNDING MEMBERS OF THE ALLIANCE INCLUDE ASSOCIATION OF PROFESSORS OF MEDICINE (APM), ASSOCIATION OF PROGRAM DIRECTORS IN INTERNAL MEDICINE (APDIM), ASSOCIATION OF SUBSPECIALTY PROFESSORS D/B/A ASSOCIATION OF SPECIALTY PROFESSORS (ASP), CLERKSHIP DIRECTORS IN INTERNAL MEDICINE (CDIM), AND ADMINISTRATORS OF INTERNAL MEDICINE (AIM). ASSOCIATE MEMBERS ARE ANY ACADEMICALLY FOCUSED ORGANIZATIONS THAT ARE COMMITTED TO THE FUTURE OF ACADEMIC INTERNAL MEDICINE, RATHER THAN PARTICULAR SPECIALTIES WITHIN INTERNAL MEDICINE, WHICH HAVE BEEN APPROVED AS MEMBERS BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER HAS NO VOTING RIGHTS OF ANY KIND AND SHALL BE ELIGIBLE TO MERGE INTO THE ALLIANCE BY A UNANIMOUS VOTE OF THE BOARD OF DIRECTORS AT WHICH TIME A COUNCIL WILL REPRESENT THE REGULAR MEMBERS OF THAT GROUP, AND THE PRESIDENT, PAST-PRESIDENT AND PRESIDENT-ELECT WILL BECOME MEMBERS OF THE BOARD OF DIRECTORS. AN ASSOCIATE MEMBER MAY ELECT TO REMAIN IN SUCH STATUS UNTIL TERMINATED. AN INDIVIDUAL OR A DEPARTMENT SHALL BE ELIGIBLE TO BECOME A REGULAR MEMBER TO THE EXTENT HIS OR HER WORK RESPONSIBILITIES OR ITS PROGRAMS FIT WITHIN THE SCOPE OF THE ACTIVITIES OF THE ALLIANCE, AS DETERMINED BY THE BOARD OF DIRECTORS IN ITS SOLE DISCRETION. ALL ELIGIBILITY CRITERIA, INCLUDING AS MAY BE MODIFIED FROM TIME TO TIME, ARE HEREBY INCORPORATED BY REFERENCE. SUCH INDIVIDUAL OR DEPARTMENT SHALL ONLY BECOME AND/OR REMAIN A MEMBER AFTER ALL DUES AS MAY BE REQUIRED TO BE PAID PURSUANT TO ARTICLE IV, SECTION 4, HAVE BEEN PAID. FORM 990, PART VI, SECTION A, LINE 7A THE PRESIDENT, PRESIDENT-ELECT, AND PAST PRESIDENT OF EACH FOUNDING MEMBER SERVES ON THE ORGANIZATION'S BOARD. THOSE MEMBERS ALSO ELECT A CHAIR, VICE CHAIR, AND TREASURER FROM A SLATE OF NOMINEES. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE SENIOR DIRECTOR OF BUSINESS OPERATIONS AND CEO, AND THEN IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE BEFORE IT IS FILED. AN ELECTRONIC COPY OF THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO ALL AAIM BOARD AND COUNCIL MEMBERS, AAIM OFFICERS, AND AAIM STAFF FOR COMPLETION. THE QUESTIONNAIRE INCLUDES QUESTIONS REGARDING OWNERSHIP OR INVESTMENT INTERESTS, COMPENSATION ARRANGEMENTS, AND SERVICE RELATIONSHIPS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. ONCE COMPLETED, FORMS ARE SUBMITTEED AND REVIEWED. ANY POTENTIAL CONFLICTS ARE EVALUATED BY THE AAIM COMPLIANCE COMMITTEE AND A COURSE OF ACTION RECOMMENDED TO THE AAIM BOARD OF DIRECTORS. DURING THE YEAR IF POTENTIAL CONFLICTS OF INTEREST ARISE, THEY ARE PRESENTED TO THE AAIM COMPLIANCE COMMITTEE FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 15 THE ALLIANCE ENGAGES A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO DEVELOP A COMPREHENSIVE STRUCTURE AND COMPLETE MARKET PRICING FOR ALL POSITIONS, INCLUDING CEO POSITION. THE FIRM PROVIDES AAIM WITH A STRUCTURE THAT INCLUDES MINIMUM, 25TH QUARTILE, MIDPOINT, 75TH QUARTILE, AND MAXIMUM FOR EACH POSITION BASED ON ITS REVIEW OF SEVERAL SALARY STUDIES. THE SALARY FOR EACH POSITION IS COMPARED TO THE STRUCTURE. THE RESULTS ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW AND APPROVAL OF THE STRUCTURE AS WELL AS ANY MARKET BASED ADJUSTMENTS TO COMPENSATION. EACH YEAR A COMPENSATION BUDGET IS DEVELOPED BASED ON THE APPROVED COMPENSATION STRUCTURE. ANY RECOMMENDED INCREASES BASED ON PERFORMANCE OR MARKET ARE CONSIDERED BY THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE FINANCE AND AUDIT COMMITTEE TO INCLUDE OR ADJUST THE COMPENSATION AMOUNTS INCLUDED IN THE ANNUAL BUDGET APPROVED BY THE BOARD OF DIRECTORS EACH JUNE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN FISCAL YEAR 2024. WITH APPROVED MARKET ADJUSTMENTS EFFECTIVE FOR FISCAL YEAR 2025. AAIM WILL UNDERTAKE THE COMPENSATION REVIEW PROCESS AGAIN IN FISCAL YEAR 2026 WITH ANY APPROVED MARKET ADJUSTMENTS TO BE EFFECTIVE FISCAL YEAR 2027. FORM 990, PART VI, SECTION C, LINE 19 ALLIANCE FOR ACADEMIC INTERNAL MEDICINE INC MAKES THEIR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 510,651. MANAGEMENT AND GENERAL EXPENSES 336,745. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 847,396. FINANCIAL FEES: PROGRAM SERVICE EXPENSES 110,776. MANAGEMENT AND GENERAL EXPENSES 50,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 160,908. RECRUITMENT: PROGRAM SERVICE EXPENSES 129. MANAGEMENT AND GENERAL EXPENSES 143,455. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,584. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.