2025-11-14T09:42:08-06:00 2024-12-31 390747409 REILLY PENNER & BENTON LLP 1233 NORTH MAYFAIR RD SUITE 302 MILWAUKEE WI 532263255 990 2024-01-01 396061326 THE AMERICAN ACADEMY OF ALLERGY ASTHMA AMER 4142726071 555 E WELLS 1100 MILWAUKEE WI 53202 CARLA M DAVIS SECRETARY-TREASURER 4142726071 2025-11-04 1 1 KATHERINE HOFFMAN P01458876 4142717800 2024 2025-03-06 01:10:19Z FRANK S VIRANT MD 555 E WELLS 1100 MILWAUKEE WI 53202 21142223 0 X WWW.AAAAI.ORG X 1943 WI THE ADVANCEMENT AND PRACTICE OF ALLERGY AND IMMUNOLOGY THROUGH MEETINGS, EDUCATION, AND BY PROMOTING AND STIMULATING RESEARCH AND STUDY FOR OPTIMAL PATIENT CARE. 16 14 0 91 27300 0 2302605 2377213 10090119 10180320 869254 2439708 2788226 2599852 16050204 17597093 440000 440831 0 0 0 0 0 0 0 13565277 15232424 14005277 15673255 2044927 1923838 37839633 41482525 5146348 6864485 32693285 34618040 THE ADVANCEMENT AND PRACTICE OF ALLERGY AND IMMUNOLOGY THROUGH MEETINGS, EDUCATION, AND BY PROMOTING AND STIMULATING RESEARCH AND STUDY FOR OPTIMAL PATIENT CARE. 0 0 4560761 8219610 ANNUAL MEETING - HOLDING VARIOUS SEMINARS, MEETINGS AND EDUCATIONAL ACTIVITIES TO EDUCATE AND SHARE THE LATEST ADVANCES IN THE RESEARCH, DIAGNOSIS AND TREATMENT OF ALLERGIC AND IMMUNOLOGIC DISEASE. THIS IS DONE THROUGH A NATIONAL ANNUAL MEETING, REGIONAL LOCAL AND OTHER LIVE CONFERENCES; AND AN ARRAY OF WRITTEN, AUDIO, VIDEO AND MULTIMEDIA ENDURING MATERIALS. 2094517 3517506 PUBLICATIONS PUBLICATION OF THE JOURNAL OF ALLERGY AND CLINICAL IMMUNOLOGY, JOURNAL OF ALLERGY AND CLINICAL IMMUNOLOGY GLOBAL, AND THE JOURNAL OF ALLERGY AND CLINICAL IMMUNOLOGY IN PRACTICE, AND OTHER NEWSLETTERS REGARDING DEVELOPMENTS IN THE ALLERGY AND IMMUNOLOGY FIELDS. 3247914 440831 1015756 ALL REMAINING RESEARCH AND TRAINING ACTIVITIES TO ENCOURAGE FURTHER DEVELOPMENT IN SPECIFIC AREAS OF ALLERGIC AND IMMUNOLOGIC DISEASE. 9903192 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 162 0 1 0 1 1 1 UC 0 0 0 0 0 0 0 0 0 0 X 16 14 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X X EXECUTIVE DIRECTOR INC 4142766445 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 JORDAN SCOTT ORANGE MD DIRECTOR 2.00 2.00 X 0 0 0 JONATHAN A BERNSTEIN MD IMMEDIATE PAST PRESIDENT 15.00 2.00 X X 18333 0 0 PAUL V WILLIAMS MD PRESIDENT 5.00 2.00 X X 91667 0 0 ANJU T PETERS MD DIRECTOR 2.00 2.00 X 0 0 0 CEM AKIN MD PHD DIRECTOR 2.00 2.00 X 0 0 0 PRIYA J BANSAL MD DIRECTOR 2.00 2.00 X 0 0 0 CARLA M DAVIS MD SECRETARY-TREASURER 5.00 2.00 X X 6000 0 0 THOMAS A FLEISHER MD EXECUTIVE VICE-PRESIDENT NON VOTING 20.00 2.00 X X 0 0 0 DENISE A DIPRIMIO-KALMAN DO DIRECTOR 2.00 2.00 X 0 0 0 ANNA H NOWAK-WEGRZYN MD DIRECTOR 2.00 2.00 X 0 0 0 WANDA PHIPATANAKUL MD DIRECTOR 2.00 2.00 X 3825 0 0 THANAI PONGDEE MD DIRECTOR 2.00 2.00 X 0 0 0 ALLISON RAMSEY MD DIRECTOR 2.00 2.00 X 0 0 0 FRANK VIRANT MD PRESIDENT-ELECT 5.00 2.00 X X 0 0 0 ANIL NANDA MD DIRECTOR 2.00 2.00 X 0 0 0 MARCUS SHAKER MD DIRECTOR 2.00 2.00 X 0 0 0 TAMARA T PERRY MD DIRECTOR (TERM END 2/24) 2.00 2.00 X 0 0 0 REBECCA SCHERZER MD DIRECTOR 1.00 2.00 X 0 0 0 STUART L ABRAMSON MD PHD DIRECTOR (TERM END 2/24) 2.00 2.00 X 0 0 0 LEONARD B BACHARIER MD END 0224 DIRECTOR (TERM END 2/24) 2.00 2.00 X 0 0 0 DAVID A KHAN MD END 0224 IMMEDIATE PAST PRESIDENT (TERM END 2/24) 2.00 2.00 X X 0 0 0 119825 0 0 0 0 0 0 EXECUTIVE DIRECTOR INC 555 EAST WELLS STREET SUITE 1100 MILWAUKEE WI 53202 MANAGEMENT AND MEETING PLANNING 5855193 ORIGIN EDITORIAL LLC 14274 W 88TH DR UNIT A ARVADA CO 80005 EDITORIAL SERVICES 239384 HART HEALTH STRATEGIES INC 611 PENNSYLVANIA AVENUE SE 393 WASHINGTON DC 20003 ADVOCACY SERVICES 210000 JOHN WILEY & SONS INC PO BOX 22308 NEW YORK NY 10087 EDITORIAL SERVICES 130234 4 1874421 502792 30593 2377213 SPONSORSHIPS 561499 3963900 3963900 REGISTRATION 561499 2544970 2544970 EXHIBIT INCOME 561499 1740400 1740400 EDITORIAL FEES 561499 1160000 1160000 FEE FOR SERVICE 561499 743750 743750 27300 27300 10180320 1261196 1261196 2357506 2357506 4646255 77387 3545130 0 1101125 77387 1178512 1178512 OTHER INCOME 561499 242346 242346 242346 17597093 12752872 27300 2439708 X 410342 410342 30489 30489 5855193 1334777 4520416 142867 142867 41425 41425 31431 31431 1721302 1541850 179452 329606 305051 24555 226054 39424 186630 203342 200513 2829 637640 532989 104651 210000 210000 2807200 2728307 78893 75534 75534 122809 57609 65200 HONORARIUM, STIPENDS AN 1750201 1637201 113000 DUES AND SUBSCRIPTIONS 1011100 946967 64133 SPONSORSHIPS 9500 9500 57220 52639 4581 15673255 9903192 5770063 0 9122007 10581208 596272 570616 85000 1075575 562956 379081 591634 32784 820 0 31964 26510273 28858008 156425 201139 37839633 41482525 362826 351491 295000 658935 4470740 5853080 17782 979 5146348 6864485 X 32300582 34376123 392703 241917 32693285 34618040 37839633 41482525 X 1923838 -33302 34219 X X 0 1 X 1 0 X 774401 703647 2346844 2302605 2377213 8504710 5874284 10137550 9957311 10045574 10153020 46167739 6648685 10841197 12304155 12348179 12530233 54672449 0 18367 1369156 2895150 2132358 2893784 9308815 18367 1369156 2895150 2132358 2893784 9308815 45363634 490971 764423 3074054 3396145 3618702 11344295 490971 764423 3074054 3396145 3618702 11344295 45005 42845 44545 27300 159695 5891262 159248 291789 242346 6584645 7139656 17541887 15580302 16080658 16418581 72761084 0.62350 0.66280 0.15590 0.11290 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 159,248. 2023 AMOUNT: $ 291,789. 2024 AMOUNT: $ 242,346. INSURANCE SETTLEMENT - 2021 AMOUNT: $ 5,891,262. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 1 105000 0 0 105000 0 LINE 1G AAAAI PAID A RETAINER FEE TO HART HEALTH STRATEGIES FOR THE AMOUNT OF $210,000. HART HEALTH STRATEGIES ESTIMATES THAT 50% OF THE FEE IS SPENT ON DIRECT CONTACT WITH LEGISLATORS/LOBBYING. HART HEALTH STRATEGIES IS A BI-PARTISAN CONSULTING AND LOBBYING FIRM SPECIALIZING IN LEGISLATIVE AND REGULATORY HEALTH CARE ISSUES. 32784 820 31964 31964 TAXES PAYABLE 979 979 X 17532360 -33302 -33302 17565662 31431 31431 17597093 15641824 0 15641824 31431 31431 15673255 PART X, LINE 2: THE ORGANIZATION OPERATES AS A NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION HAS IMPLEMENTED ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. THIS STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNIZING, INTEREST, PENALTIES AND DISCLOSURES REQUIRED. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INCOME TAX EXPENSE. 1 EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 0 4 PROGRAM SERVICES PUBLICATIONS 19000 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 4 PROGRAM SERVICES PUBLICATIONS 20000 0 8 0 0 0 8 39000 0 39000 TRAVEL AWARDS SOUTH AMERICA 3 5979 TRAVEL AWARDS EAST ASIA AND THE PACIFIC 8 15519 TRAVEL AWARDS EUROPE (INCLUDING ICELAND & GREENLAND) 3 5874 TRAVEL AWARDS MIDDLE EAST AND NORTH AFRICA 2 3117 0 0 0 0 0 0 PART I, LINE 2: THE AAAAI INTERNATIONAL TRAVEL SCHOLARSHIP PROGRAM IS DESIGNED TO PROVIDE HOUSING AND TRAVEL GRANTS TO INTERNATIONAL IN-TRAINING MEMBERS TO ATTEND THE AAAAI ANNUAL MEETING. APPLICANTS FOR THE PROGRAM MUST BE INTERNATIONAL IN-TRAINING MEMBERS OF THE AAAAI AND HAVE SUBMITTED A SCIENTIFIC ABSTRACT ACCEPTED FOR PRESENTATION AT THE ANNUAL MEETING. APPLICANTS SUBMIT AN APPLICATION THAT INCLUDES THEIR ABSTRACT, CV, AND AN OUTLINE OF THEIR RESEARCH INTERESTS AND FUTURE CAREER PLANS IN ALLERGY/IMMUNOLOGY. THE APPLICATION MUST BE COUNTER SIGNED BY AN AAAAI FELLOW. APPLICATIONS ARE REVIEWED BY THE LEADERSHIP OF THE INTERNATIONAL ASSEMBLY, A CONSTITUENCY GROUP OF THE AAAAI REPRESENTING INTERNATIONAL MEMBERS. TO RECEIVE REIMBURSEMENT, INTERNATIONAL TRAVEL SCHOLARSHIP RECIPIENTS MUST PRESENT RECEIPTS FOR THEIR TRAVEL AND HOUSING EXPENSES. TRAVEL GRANT AMOUNTS VARY DEPENDING ON THE TRAVEL DISTANCE TO THE MEETING. NO FOREIGN TRAVEL GRANTS WERE AWARDED IN 2024. 1 NORTHWESTERN UNIVERSITY 633 CLARK CROWN G-547 EVANSTON IL 60208 362167817 501C3 75000 0 DRUG HYPERSENSITIVITY RESEARCH GRANT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 333 S COLUMBIA STREET CHAPEL HILL NC 275997220 566001393 501C3 22500 0 EDUCATOR DEVELOPMENT AWARD UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 802910238 846000555 501C3 22500 0 EDUCATOR DEVELOPMENT AWARD ICAHN SCHOOL OF MEDICINE 1425 MADISON AVE BOX 1198 NEW YORK NY 10029 136171197 501C3 32500 0 FOOD ALLERGY RESEARCH AWARD THE BRIGHAM AND WOMEN'S HOSPITAL INC PO BOX 3149 BOSTON MA 022413149 042312909 501C3 30000 0 MAST CELL DISORDERS RESEARCH TRAINING AWARD AMERICAN LUNG ASSOCIATION 14 WALL STREET SUITE 8C NEW YORK NY 10005 131632524 501C3 37500 0 ALLERGIC RESPIRATORY DISEASE RESEARCH AWARD UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 802910238 846000555 501C3 35000 0 IMPROVING OUTCOMES AND EQUITY THROUGH TARGETED SCREENING FOR EOSINOPHILIC ESOPHAGITIS MAYO CLINIC RESEARCH PO BOX 860334 MINNEAPOLIS MN 554860334 860800150 501C3 37500 0 DRUG HYPERSENSITIVITY RESEARCH GRANT THE TRUSTEES OF COLUMBIA UNIVERSITY PO BOX 29789 NEW YORK NY 100879789 135598093 501C3 22500 0 EDUCATOR DEVELOPMENT AWARD 9 PART I, LINE 2: THERE IS AN AD HOC REVIEW COMMITTEE, MADE UP OF INDIVIDUAL MEMBERS WITHOUT ANY INSTITUTIONAL CONFLICTS, THAT MAKE SUGGESTIONS FOR APPLICATION AND AWARD OBJECTIVE MODIFICATIONS. THESE CHANGES SUGGESTED ARE THEN PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. X 1 30593 FMV 0 0 0 PART I, COLUMN (B): PART I, COLUMN (B) IS THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION A, LINE 3 AAAAI IS IN A CONTRACT WITH EXECUTIVE DIRECTOR, INC., AN ASSOCIATION MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 AAAAI HAS THE FOLLOWING CLASSIFICATIONS OF MEMBERSHIP IN THE ORGANIZATION: - FULL MEMBERS - INTERNATIONAL MEMBERS - FELLOWS - INTERNATIONAL FELLOWS - ALLIED HEALTH MEMBERS - EMERITUS MEMBERS - EMERITUS FELLOWS - IN-TRAINING MEMBERS - DOCTORAL/POST DOCTORAL IN-TRAINING MEMBERS - INTERNATIONAL IN-TRAINING MEMBERS - RESIDENT MEMBERS - MEDICAL STUDENT MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE CLASSES OF MEMBERS OF AAAAI ENTITLED TO VOTE SHALL BE FELLOWS, INTERNATIONAL FELLOWS, FULL MEMBERS AND INTERNATIONAL MEMBERS. ANY MATTER TO BE DECIDED BY A VOTE OF ELIGIBLE VOTING MEMBERS SHALL, EXCEPT AS OTHERWISE PROVIDED HEREIN OR AS PROVIDED IN CH. 181 OF THE WISCONSIN STATUTES, BE DECIDED BY MAJORITY VOTE OF THESE MEMBERS PRESENT IN PERSON OR BY PROXY OR OTHERWISE BY MAILED OR ELECTRONIC BALLOT. ALL DIRECTORS SHALL BE ELECTED BY THE ELIGIBLE VOTING MEMBERS AT AN ANNUAL MEETING OR AAAAI IN ACCORDANCE WITH THE PROCEDURES SET FORTHIN ARTICLE VII OF THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS MAY BE AMENDED, REPEALED OR ALTERED IN WHOLE OR IN PART BY AN AFFIRMATIVE VOTE OF MAJORITY OF ELIGIBLE VOTING MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE, WHICH IS COMPRISED OF THE OFFICERS OF THE ORGANIZATION. AFTER FULL REVIEW, IT IS PRESENTED TO THE REMAINING BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE 990 IS THEN SIGNED BY AN OFFICER OF THE ORGANIZATION, TYPICALLY THE SECRETARY-TREASURER. FORM 990, PART VI, SECTION B, LINE 12C DISCLOSURE MUST BE MADE IN WRITING THROUGH THE USE OF AN OFFICIAL DISCLOSURE FORM OR VIA AN ONLINE MANAGEMENT SYSTEM. THE COMPLETED FORMS MUST BE RETURNED PRIOR TO THE COMMENCEMENT OF AN OFFICE TERM, AND THESE FORMS MUST BE UPDATED WHENEVER CIRCUMSTANCES REQUIRE OR ONCE PER CALENDAR YEAR, WHICHEVER IS SOONER. ALL INFORMATION DISCLOSED IS REVIEWED TO IDENTIFY CONFLICTS OF INTEREST AND TO GUIDE THE RESOLUTION OF THOSE CONFLICTS. FOR LEADERS, REVIEWS WILL BE COMPLETED BY AN APPROPRIATE AAAAI COMMITTEE OR EXECUTIVE BODY. FOR FACULTY, REVIEWS WILL BE COMPLETED BY THE CONTINUING MEDICAL EDUCATION COMMITTEE OR THE ANNUAL MEETING PROGRAM COMMITTEE, DEPENDING ON THE ACTIVITY IN WHICH THE FACULTY MEMBER WILL POTENTIALLY BE INVOLVED. FOR AUTHORS, REVIEWS WILL BE COMPLETED BY THE PRACTICE DIAGNOSTICS AND THERAPEUTIC COMMITTEE. IN ALL CASES, AN INDIVIDUAL'S DISCLOSURE WILL BE REVIEWED IN THE CONTEXT OF THE ACTIVITY IN WHICH S/HE WILL POTENTIALLY BE PARTICIPATING. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE REVIEWERS WILL BE ASKED TO IDENTIFY AN APPROPRIATE MECHANISM FOR RESOLVING THE CONFLICT. THIS COULD POTENTIALLY INCLUDE ASKING THE INDIVIDUAL TO ALTER THE RELATIONSHIP WHICH CREATES THE CONFLICT, OR REMOVING THE INDIVIDUAL FROM INVOLVEMENT IN THE ACTIVITY. THE RESULTS OF EACH REVIEW WILL BE COMMUNICATED TO THE INDIVIDUAL AND THE ORGANIZATION PLANNING THE ACTIVITY TO FACILITATE THE RESOLUTION OF THE CONFLICT. THE INDIVIDUAL WILL BE EXPECTED TO DISCLOSE TO THE APPROPRIATE AUDIENCE ANY RELATIONSHIPS THAT WERE FOUND TO BE, OR TO PRESENT THE POTENTIAL FOR, CONFLICT OF INTEREST BY THE REVIEWER. FORM 990, PART VI, SECTION B, LINE 15 AAAAI IS MANAGED BY EXECUTIVE DIRECTOR, INC.. A FOR-PROFIT MANAGEMENT COMPANY. AAAAI HAS NO OFFICIAL EMPLOYEES, AS STAFFED ASSIGNED TO AAAAI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. AAAAI ALSO DOES NOT HAVE ANYONE THAT FITS THE DEFINITION OF A KEY EMPLOYEE. THE CONTRACTED MANAGEMENT FEE IS REVIEWED YEARLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 AAAAI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. REQUESTED DOCUMENTS ARE PROVIDED WITHIN A REASONABLE TIME FRAME. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 192,496. MANAGEMENT AND GENERAL EXPENSES 1,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,683. ILLUSTRATOR AND MEDICAL WRITER: PROGRAM SERVICE EXPENSES 62,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,539. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,286,815. MANAGEMENT AND GENERAL EXPENSES 178,265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,465,080. FORM 990, PART XI, LINE 9: REVERSAL OF PRIOR YEAR GRANT EXPENSES 34,219. FORM 990, PART XII, LINE 2C: NO CHANGE FROM THE PRIOR YEAR. ALLERGY ASHTMA & IMMUNOLOGY FOUNDATION 555 E WELLS STREET SUITE 1100 MILWAUKEE WI 53202 451495723 SUPPORT ORGANIZATION WI 501(C)(3) LINE 12A, I AAAAI 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 AAAAI FOUNDATION S 119427 FV