2025-11-17T11:00:58-06:00 2024-12-31 420714325 RSM US LLP 30 SOUTH WACKER DR SUITE 3300 CHICAGO IL 606063392 990 2024-01-01 360731170 AMERICAN VETERINARY MEDICAL ASSOCIATION AMER 8479258070 1931 N MEACHAM ROAD 100 SCHAUMBURG IL 601734360 JOANN VOCALINO CFO 8479258070 2025-11-14 1 1 REBEKUH ELEY P01247672 3126343400 2025-11-14 2024 2025-03-06 01:10:19Z DR JANET DONLIN 1931 N MEACHAM ROAD 100 SCHAUMBURG IL 601734360 96402107 0 X WWW.AVMA.ORG X 1863 IL TO PROTECT AND PROMOTE PROFESSIONAL INTERESTS OF THE VETERINARIAN. 17 8 184 0 21585851 6318676 175000 317901 49914676 49919304 10337 3953642 1576258 14743146 51676271 68933993 343297 256972 0 0 27660820 32201664 0 0 0 25539894 37132363 53544011 69590999 -1867740 -657006 90743562 162244536 31667063 46405173 59076499 115839363 TO IMPROVE ANIMAL AND HUMAN HEALTH AND ADVANCE THE VETERINARY MEDICAL PROFESSION. 0 0 TO PROTECT AND PROMOTE PROFESSIONAL INTERESTS OF THE VETERINARIAN.TO INCREASE THE STANDARD OF VETERINARY EDUCATION.TO PROTECT THE ENACTMENT AND ENFORCEMENT OF UNIFORM LAWS AND REGULATIONS RELATIVE TO VETERINARY PRACTICE AND THE CONTROL OF ANIMAL DISEASES.TO IMPROVE PUBLIC OPINION REGARDING THE PERCEPTION OF ANIMAL WELFARE.TO PROMOTE GOOD FELLOWSHIP IN THE PROFESSION. 0 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 350 0 1 184 1 1 1 0 0 0 0 0 0 0 X 17 8 0 0 0 0 1 1 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 X JOANN VOCALINO CFO 8479258070 1931 N MEACHAM RD SUITE 100 SCHAUMBURG IL 601734360 SANDRA FAEH BUTLER PRESIDENT ELECT/PRESIDENT 20.00 0.00 X X 123377 0 0 RENA CARLSON-LAMMERS PRESIDENT/IMMEDIATE PAST PRESIDENT 20.00 5.00 X X 75598 0 0 LORI TELLER IMMEDIATE PAST PRES. (UNTIL 6/24) 20.00 5.00 X X 44167 0 0 MICHAEL BAILEY PRESIDENT ELECT 20.00 0.00 X X 38582 0 0 JENNIFER QUAMMEN VICE PRESIDENT (UNTIL 6/24) 20.00 0.00 X X 27021 0 0 GARY MARSHALL VICE PRESIDENT 20.00 0.00 X X 25000 0 0 ROBERT KNAPP VICE CHAIR/BOARD CHAIR - DISTRICT V 10.00 0.00 X X 20255 0 0 CHUCK LEMME BOARD CHAIR - DIST. VII (UNTIL 6/24) 10.00 0.00 X X 12500 0 0 SAUNDRA WILLIS VICE CHAIR/DIRECTOR - DISTRICT XI 10.00 5.00 X X 12500 0 0 SEYEDMEHDI MOBINI DIRECTOR - DISTRICT IV 10.00 0.00 X 11215 0 0 MARY ERGEN DIRECTOR - DISTRICT III 10.00 0.00 X 10332 0 0 AMANDA BISOL DIRECTOR - DISTRICT I 10.00 0.00 X 10207 0 0 SAM MILLER DIRECTOR - DISTRICT VIII 10.00 5.00 X 10000 0 0 ERIN CASEY DIRECTOR - DISTRICT II 10.00 5.00 X 10000 0 0 JIM WEISMAN DIRECTOR - DISTRICT VI 10.00 0.00 X 10000 0 0 MELANIE MARSDEN DIRECTOR - DISTRICT IX (UNTIL 6/24) 10.00 5.00 X 5610 0 0 CAROL RYAN RHODES DIRECTOR - DISTRICT VII 10.00 0.00 X 5000 0 0 MICHAEL LENT DIRECTOR - DISTRICT IX 10.00 0.00 X 5000 0 0 RICHARD SULLIVAN DIRECTOR - DISTRICT XI 10.00 0.00 X 0 0 0 LIBBY TODD DIR. - HOUSE ADV. CMTE. (UNTIL 6/24) 10.00 0.00 X 0 0 0 JUAN AMIEIRO DIRECTOR - HOUSE ADVISORY COMMITTEE 10.00 0.00 X 0 0 0 MAX PAULSON DIR. - STUD. AVMA PRES. (UNTIL 6/24) 10.00 5.00 X 0 0 0 TARA FELLOWS BARRON DIRECTOR - STUDENT AVMA PRESIDENT 10.00 0.00 X 0 0 0 JANET DONLIN CEO/EXECUTIVE VICE PRESIDENT 50.00 5.00 X 447171 0 53040 DAVID GRANSTROM ASSISTANT EXECUTIVE VICE PRESIDENT 50.00 0.00 X 319214 0 46061 JON PENNELL TREASURER 15.00 5.00 X 20696 0 0 KENT MCCLURE CHIEF GOVERNMENTAL RELATIONS OFFICER 50.00 0.00 X 401221 0 54821 GAIL GOLAB CHIEF VETERINARY OFFICER 50.00 0.00 X 318804 0 43076 LORI KEANE HUMAN RESOURCES DIRECTOR 50.00 0.00 X 272178 0 50825 ANGELA ROBERTS CHIEF MARKETING & COMMS. OFFICER 50.00 0.00 X 291760 0 30498 SHELLY LAMB CHIEF INFORMATION OFFICER 50.00 0.00 X 261695 0 37312 JOANN VOCALINO CHIEF FINANCIAL OFFICER, FINANCE 50.00 0.00 X 262042 0 27365 BIANCA ZENOR CHIEF MEMBERSHIP OFFICER 50.00 0.00 X 202953 0 41219 LISA FORTIER DIVISION DIRECTOR, PUBLICATIONS 50.00 0.00 X 299781 0 47180 MARK LUTSCHAUNIG DIVISION DIRECTOR, GOV. RELATIONS 50.00 0.00 X 290235 0 34290 ISHAM JONES III GENERAL COUNSEL 50.00 0.00 X 267662 0 53283 MICHAEL WILSON DIVISION DIRECTOR, CONV. & MEETINGS 50.00 0.00 X 259681 0 53627 KEVIN DAJKA CHIEF OF PD & STRATEGIC ALLIANCE 50.00 0.00 X 254729 0 43664 4626186 0 616261 89 0 1 0 KEEP OUR PETS SAFE 2318 CURTIS ST DENVER CO 802052628 STRATEGIC MARKETING 1370000 SME ENTERTAINMENT GROUP LLC 11777 SAN VICENTE BLVD SUITE 660 LOS ANGELES CA 90049 MEETING SERVICES 384500 H&N MANAGEMENT ASSOCIATES LLC 750 US HIGHWAY 202 SUITE 200 BRIDGEWATER NJ 088075530 MANAGEMENT SERVICES 160300 H & M LIMOUSINE SERVICE LLC 114 EAST LAKE ST BLOOMINGDALE IL 60108 TRANSPORTATION 103419 KANARA CONSULTING GROUP LLC 9473 ITALIA WAY NAPLES FL 34113 MANAGEMENT SERVICES 100523 6 317901 317901 MEMBERSHIP DUES 900099 31602609 31602609 CAREER DEVELOPMENT CTR. 541800 8064756 8064756 CONVENTION 541800 5154320 5154320 ACCREDITATION AND RELATED FEES 900099 1091088 1091088 SPONSORSHIPS 900099 906000 906000 3100531 2328631 771900 49919304 2707532 37330 2670202 1518053 1151843 366210 211780 83259 128521 128521 -7550 136071 28630965 27384855 1246110 1246110 1246110 INSURANCE SERVICES 524298 9804623 9804623 PROMOTION ALLOWANCE 900099 1274112 1274112 2017837 1274470 743367 13096572 68933993 41328491 21585851 5701750 137500 119472 27703735 2119136 634735 1744058 243507 667811 82172 526999 4744751 3875031 3791795 1642090 188816 1112908 4508874 2875893 971282 434841 UNRELATED BUSINESS INCO 1830506 MISC EXPENSE 7268996 AGENT COMMISSIONS 1682935 SPONSORSHIPS 423556 259600 69590999 189097 10772044 8815089 9517470 3472752 4070613 1929679 6288790 26421337 18027218 6969856 8394119 67420662 114143201 1749713 1729827 196714 7328472 90743562 162244536 6951391 8739436 22763871 30742151 1951801 6923586 31667063 46405173 X 59076499 115839363 59076499 115839363 90743562 162244536 X -657006 4220589 49822940 3376341 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 158477 AVMA POLITICAL ACTION COMMITTEE 400 N CAPITOL ST NW STE 675 WASHINGTON DC 20001 521147403 0 131521 0 0 1 31602609 3030618 -230265 2800353 1659137 1141216 PART I-A, LINE 1: THE AVMA MAKES INDIRECT EXPENDITURES FOR ITEMS SUCH AS TRAVEL, MEETINGS AND MARKETING TO HELP SUPPORT THE ACTIVITIES OF THE AVMA POLITICAL ACTION COMMITTEE. 1330000 1330000 15235580 10988488 4247092 1940005 1424182 515823 7915752 5614548 2301204 8394119 DEFERRED COMPENSATION PLAN 1397464 ACCRUED REAL ESTATE AND UBIT TAXES 486735 DUE TO OTHER RELATED ORGANIZATIONS 356642 TENANT DEPOSITS 27018 RIGHT OF USE LEASE LIABILITIES 4655727 6923586 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS ADVISED THAT AVMA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE AVMA TO EVALUATE TAX POSITIONS TAKEN BY AVMA AND RECOGNIZE A TAX LIABILITY IF AVMA HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AVMA IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. CERTAIN PORTIONS OF AVMA'S ACTIVITIES ARE CONSIDERED UNRELATED TO ITS EXEMPT FUNCTION. THESE UNRELATED ACTIVITIES INCLUDE ADVERTISING INCOME ON JOURNALS AND THE OPERATION OF A CAREER CENTER. FEDERAL AND STATE INCOME TAXES FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, ON THESE UNRELATED BUSINESS ACTIVITIES WERE $1,830,506 AND $1,808,498, RESPECTIVELY. 1 AMERICAN VETERINARY MEDICAL FOUNDATION 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 366117739 501(C)(3) 137500 0 SCHOLARSHIPS 1 0 VETERINARY LEADERSHIP CONFERENCE SCHOLARSHIPS 9 10000 VETERINARY STUDENT EXTERNSHIP 7 8500 EXCELLENCE AWARDS 2 7500 CONGRESSIONAL FELLLOWSHIP 2 93472 PART I, LINE 2: THE AVMA PROVIDES ASSISTANCE TO OTHER ORGANIZATIONS THAT GENERALLY SUPPORT VETERINARIANS AND STUDENTS IN THE FIELD OF VETERINARY MEDICINE. THE AVMA MAINTAINS BOTH WRITTEN AND VERBAL COMMUNICATION WITH INDIVIDUALS WITHIN THESE ORGANIZATIONS TO ENSURE THAT THE ASSISTANCE PROVIDED IS USED FOR ITS INTENDED PURPOSE. RECORDS TO SUPPORT ALL ASSISTANCE ARE MAINTAINED AT THE ORGANIZATION. X 1 1 X X 0 0 0 JANET DONLIN CEO/EXECUTIVE VICE PRESIDENT 427227 0 15000 0 4944 0 34500 0 18540 0 500211 0 0 0 KENT MCCLURE CHIEF GOVERNMENTAL RELATIONS OFFICER 378637 0 21000 0 1584 0 34500 0 20321 0 456042 0 0 0 DAVID GRANSTROM ASSISTANT EXECUTIVE VICE PRESIDENT 298270 0 16000 0 4944 0 31760 0 14301 0 365275 0 0 0 GAIL GOLAB CHIEF VETERINARY OFFICER 294756 0 21000 0 3048 0 32100 0 10976 0 361880 0 0 0 LISA FORTIER DIVISION DIRECTOR, PUBLICATIONS 279749 0 19000 0 1032 0 30400 0 16780 0 346961 0 0 0 MARK LUTSCHAUNIG DIVISION DIRECTOR, GOV. RELATIONS 285334 0 3500 0 1401 0 18010 0 16280 0 324525 0 0 0 LORI KEANE HUMAN RESOURCES DIRECTOR 254594 0 16000 0 1584 0 28100 0 22725 0 323003 0 0 0 ANGELA ROBERTS CHIEF MARKETING & COMMS. OFFICER 270400 0 21000 0 360 0 29140 0 1358 0 322258 0 0 0 ISHAM JONES III GENERAL COUNSEL 250630 0 16000 0 1032 0 28100 0 25183 0 320945 0 0 0 MICHAEL WILSON DIVISION DIRECTOR, CONV. & MEETINGS 232649 0 26000 0 1032 0 27100 0 26527 0 313308 0 0 0 SHELLY LAMB CHIEF INFORMATION OFFICER 240111 0 20000 0 1584 0 26469 0 10843 0 299007 0 0 0 KEVIN DAJKA CHIEF OF PD & STRATEGIC ALLIANCE 247369 0 7000 0 360 0 26334 0 17330 0 298393 0 0 0 JOANN VOCALINO CHIEF FINANCIAL OFFICER, FINANCE 245010 0 16000 0 1032 0 26069 0 1296 0 289407 0 0 0 BIANCA ZENOR CHIEF MEMBERSHIP OFFICER 161528 0 41000 0 425 0 21350 0 19869 0 244172 0 0 0 PART I, LINE 1A THE ASSOCIATION ALLOWS SPOUSAL TRAVEL TO MEETINGS FOR BOARD MEMBERS TO BE EXPENSED BY THE ASSOCIATION. THESE AMOUNTS ARE INCLUDED ON THE BOARD MEMBERS FORM 1099 AT THE END OF THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THREE CLASSES OF MEMBERS: VOTING, ASSOCIATE AND AFFILIATE. VOTING MEMBERS INCLUDE REGULAR MEMBERS, RECENT GRADUATES, HONOR ROLL MEMBERS, MEMBERS WITH DUES WAIVERS, AND MEMBERS WITH REDUCED DUES. ONLY VOTING MEMBERS MAY VOTE FOR THE ELECTION OF DISTRICT DIRECTORS, HOLD OFFICE IN THE ASSOCIATION, OR SERVE ON THE EXECUTIVE BOARD OR ITS HOUSE OF DELEGATES. ASSOCIATE AND AFFILIATE MEMBERS MAY ATTEND MEMBERSHIP MEETINGS AND SOCIAL FUNCTIONS OF THE AVMA. NO MEMBERS VOTE ON INDIVIDUAL SIGNIFICANT DECISIONS OF THE AVMA AND NO MEMBERS SHARE IN THE PROFITS OF THE AVMA. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS ELECTIONS FOR ITS OFFICERS AND DIRECTORS AS DICTATED BY ITS BY-LAWS. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION'S AFFILIATES ARE SEPARATE LEGAL ENTITIES AND HAVE THEIR OWN GOVERNANCE. THEIR OPERATIONS WILL NOT ALWAYS BE CONSISTENT WITH THE AVMA. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE WHO IS CHARGED WITH REVIEW AND APPROVAL OF THE FORM. THE COMMITTEE HAS THE ABILITY TO ASK QUESTIONS OF THE PREPARER AND MANAGEMENT. ONCE APPROVED BY THE COMMITTEE, THE PREPARER REVIEWS THE FORM 990 WITH THE BOARD OF DIRECTORS AND ADDRESSES ANY QUESTIONS THEY MAY HAVE. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR A COPY OF THE POLICY IS REVIEWED WITH THE BOARD AND THEY ARE REQUIRED TO SIGN OFF. FORM 990, PART VI, SECTION B, LINE 15 THE AVMA EXECUTIVE VICE PRESIDENT RECEIVES A PERFORMANCE APPRAISAL FROM THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE APPRAISAL PROCESS INCLUDES THE CREATION OF AN EVALUATION SUMMARY REPORT (ESR) BY AN INDEPENDENT THIRD PARTY ADMINISTRATOR. THE ESR INCLUDES A SUMMARY OF THE PERFORMANCE EVALUATIONS COMPLETED BY EACH BOARD MEMBER. THE RESULTS OF THE ESR ARE REVIEWED BY THE BOARD DURING THE JUNE BOARD MEETING. THE AVMA CHIEF HUMAN RESOURCES OFFICE SERVES AS STAFF SUPPORT TO BOARD IN MAINTAINING THE PROGRAM. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST PURSUANT TO THE GUIDELINES OF SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGES IN DEFERRED TAXES 3,376,341. AVMA ASSOCIATION MANAGEMENT SERVICES LLC 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 874442449 MANAGEMENT SERVICES IL 0 54141 AMERICAN VETERINARY MEDICAL ASSOCIATION AVMA TRUST 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 856194725 TRUST IL 0 0 AMERICAN VETERINARY MEDICAL ASSOCIATION AVMA PROFESSIONAL LIABILITY INSURANCE TRUST 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 366653941 PROFESSIONAL LIABILITY INSURANCE DE 3438986 42187518 AMERICAN VETERINARY MEDICAL ASSOCIATION AVMA LIFE TRUST 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 366077435 INSURANCE DE 448861 24564081 AMERICAN VETERINARY MEDICAL ASSOCIATION AMERICAN VETERINARY MEDICAL FOUNDATION 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 366117739 TO EMBRACE THE WELL BEING AND MEDICAL CARE OF ANIMALS. IL 501(C)(3) LINE 10 N/A 0 AVMA POLITICAL ACTION COMMITTEE (PAC) 1931 N MEACHAM ROAD NO 100 SCHAUMBURG IL 60173 521147403 LOBBYING FOR AVMA DC 527 AMERICAN VETERINARY MEDICAL ASSOCIATION 1 AVMA ADMIN SERVICES LLC 1931 N MEACHAM ROAD NO 106 SCHAUMBURG IL 60173 800265554 ADMIN AND MANAGEMENT SERVICES IL AMERICAN VETERINARY MEDICAL ASSOCIATION C 2742948 14009941 1.00000 1 AVMA INSURANCE SERVICES LLC 1931 N MEACHAM ROAD NO 106 SCHAUMBURG IL 60173 882286953 INSURANCE IL AMERICAN VETERINARY MEDICAL ASSOCIATION C -86860 338736 1.00000 1 AVMA LIFE TRUST LLC 1931 N MEACHAM ROAD NO 106 SCHAUMBURG IL 60173 842685033 INSURANCE IL AMERICAN VETERINARY MEDICAL ASSOCIATION C 1.00000 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AVMA ADMIN SERVICES LLC A 409514 CASH AVMA PROFESSIONAL LIABILITY INSURANCE TRUST A 349980 CASH AVMA LIFE TRUST A 188816 CASH AMERICAN VETERINARY MEDICAL FOUNDATION B 137500 CASH AVMA ADMIN SERVICES LLC B 3000000 CASH AVMA PROFESSIONAL LIABILITY INSURANCE TRUST C 3000000 CASH AMERICAN VETERINARY MEDICAL FOUNDATION N 500000 FMV AMERICAN VETERINARY MEDICAL FOUNDATION O 411053 CASH