2025-05-14T08:22:35-05:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-07-01 521219436 AMERICAN ACADEMY OF OTOLARYNGOLOGY HEAD & NECK SURGERY INC AMER 7038364444 1650 DIAGONAL ROAD ALEXANDRIA VA 223142857 RAHUL K SHAH MD MBA EVP & CEO 7038364444 2025-05-13 1 1 AARON M FOX P01365820 2022274000 2025-05-13 2023 2025-03-06 01:10:19Z RAHUL K SHAH MD MBA 1650 DIAGONAL ROAD ALEXANDRIA VA 223142857 8793034 0 X WWW.ENTNET.ORG X 1981 DC EMPOWERING OTOLARYNGOLOGIST-HEAD AND NECK SURGEONS TO DELIVER THE BEST PATIENT CARE. 15 13 0 700 206356 188038 75000 0 6947296 7393480 519877 556903 710235 842651 8252408 8793034 71250 71500 0 0 4421288 4562363 0 0 0 1984497 2208946 6477035 6842809 1775373 1950225 32491002 36377647 3656630 3994054 28834372 32383593 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 0 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 43 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 ALEXANDER G CHIU MD AT-LARGE DIRECTOR UNTIL 10/23 5.00 5.00 X 0 0 0 ANDREW J TOMPKINS MD MBA AT-LARGE DIRECTOR AS OF 10/23 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 CRISTINA BALDASSARI MD BOG CHAIR ELECT AS OF 10/23 5.00 5.00 X 0 0 0 DOUGLAS BACKOUS MD AT-LARGE PRES-ELECT UNTIL 10/23 PRESIDENT 5.00 5.00 X X 6250 6250 0 EARL H HARLEY MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 GENE G BROWN III MD RPH AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 JOHN S RHEE MD MPH MBA AT-LARGE DIRECTOR AS OF 10/23 5.00 5.00 X 0 0 0 KAREN RIZZO MD BOG CHAIR UNTIL 10/23 PAST CHAIR 5.00 5.00 X 9000 0 0 KATHLEEN L YAREMCHUK MD MSA PRES UNTIL 10/23 IMM. PAST PRESIDENT 5.00 5.00 X X 18750 18750 0 KEN KAZAHAYA MD MBA SECRETARY-TREASURER AS OF 10/23 5.00 5.00 X X 0 0 0 KEN YANAGISAWA MD IMMEDIATE PAST PRESIDENT 5.00 5.00 X X 0 0 0 LAKEISHA R HENRY MD AT-LARGE DIRECTOR UNTIL 10/23 5.00 5.00 X 0 0 0 MARC G DUBIN MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 STEVEN KMUCHA MD JD BOG CHAIR ELECT UNTIL 10/23 CHAIR 5.00 5.00 X X 3000 0 0 STEVEN W CHEUNG MD MBA SECRETARY-TREASURER UNTIL 10/23 5.00 5.00 X X 0 0 0 TROY WOODWARD MD - BOG PAST CHAIR UNTIL 10/23 PRESIDENT-ELECT 5.00 5.00 X X 0 0 0 YURI AGRAWAL MD AT-LARGE DIRECTOR 5.00 5.00 X 0 0 0 JAMES C DENNENY III EVP/CEO 20.00 20.00 X 383903 383903 74354 LISA HOLMAN SR. DIRECTOR FINANCE 20.00 20.00 X 89165 89165 33396 ELISE S SWINEHART - SENIOR DIR. MEMBERSHIP AND GLOBAL AFFAIRS 40.00 0.00 X 174374 0 46515 KATHERINE E LEWIS SR. DIRECTOR, COMMUNICATIONS 32.00 8.00 X 154855 38714 34080 MAURA A FARRELL SR. DIRECTOR, ADVOCACY 40.00 0.00 X 227759 0 37914 ANA MARIA GRADY SR. MANAGER, ECON HEALTH POL & ADV 40.00 0.00 X 116364 0 16231 CHRISTINA M MAGGIO - DIRECTOR COMMUNICATIONS & PUBLICATIONS 30.00 10.00 X 109351 36450 55955 HARRY C BIDDLE - SR MANAGER AMS-BUSINESS INTEL 20.00 20.00 X 63223 63223 15230 KEVIN M PHILLIPS SR. WEB DEVELOPER 20.00 20.00 X 59575 59575 16680 TRACY D HANAFIN - DIRECTOR HUMAN RESOURCES AND FACILTIES 20.00 20.00 X 65546 65546 28398 1481115 761576 358753 16 0 1 0 0 MEMBERSHIP DUES 900099 7382156 7382156 PRODUCT SALES 900099 5926 5926 BULLETIN ADVERTISING 900099 5398 5398 7393480 556903 556903 815581 200958 614623 MAILING LIST RENTALS 900099 26904 26904 MISCELLANEOUS REVENUE 900099 166 166 27070 8793034 7388082 206356 1198596 71500 1358166 2239966 243376 483153 237702 48916 29153 95045 292338 579880 500335 243919 97300 153367 105660 4851 58182 6842809 9827348 10022763 202679 150677 57352 48546 14916430 17611463 5327831 5798245 2159362 2745953 32491002 36377647 222690 165152 3433940 3828902 3656630 3994054 X 28715009 32264365 119363 119228 28834372 32383593 32491002 36377647 1950225 1598996 0 X 0 1 X 1 0 AM ACADEMY OF OTOLARYNGOLOGY- HEAD AND NECK SURGERY ENT PAC 1650 DIAGONAL ROAD ALEXANDRIA VA 22314 521789074 0 0 1 7382156 1093796 287830 1381626 1107323 274303 0 9 C HAWK RIDGE PTRS CLASS A 1456490 F EVANSTON ALT OPPORTUNITIES CLASS I 1534806 F SEG PARTNERS LP A 1466417 F CORRE OPPORTUNITIES OFFSHORE FUND INITB 608853 F OTHER INVESTMENT 731670 C 5798245 DUE FROM FOUNDATION 2745953 2745953 X 10296985 1598996 1598996 8697989 95045 95045 8793034 6747764 0 6747764 95045 95045 6842809 PART X, LINE 2: THE ORGANIZATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, 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 - TRAINING PROGRAMS 123 48500 HUMANITARIAN TRAVEL GRANTS 22 23000 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 362980 362980 20923 20923 0 0 26250 26250 10927 10927 421080 421080 0 0 MAURA A FARRELL SR. DIRECTOR, ADVOCACY 218959 0 8800 0 0 0 20956 0 16958 0 265673 0 0 0 KATHERINE E LEWIS SR. DIRECTOR, COMMUNICATIONS 140978 35245 13877 3469 0 0 13877 3469 13387 3347 182119 45530 0 0 ELISE S SWINEHART - SENIOR DIR. MEMBERSHIP AND GLOBAL AFFAIRS 167774 0 6600 0 0 0 15639 0 30876 0 220889 0 0 0 LISA HOLMAN SR. DIRECTOR FINANCE 85665 85665 3500 3500 0 0 8076 8076 8622 8622 105863 105863 0 0 CHRISTINA M MAGGIO - DIRECTOR COMMUNICATIONS & PUBLICATIONS 105151 35050 4200 1400 0 0 9962 3321 32004 10668 151317 50439 0 0 TRACY D HANAFIN - DIRECTOR HUMAN RESOURCES AND FACILTIES 63196 63196 2350 2350 0 0 5983 5983 8216 8216 79745 79745 0 0 PART I, LINE 4B JAMES C. DENNENY, III, EVP/CEO, RECEIVED A CONTRIBUTION OF $12,778 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 1 1 0 0 AAO-HNS FOUNDATION N 303930 COST AAO-HNS FOUNDATION O 4015109 COST AAO-HNS FOUNDATION Q 2011001 COST