Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support Add lines 7 through 10. | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 25,000 | 1,010,898 | 2,783,438 | 3,025,700 | 599,015 | 7,444,051 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | 167,865 | 2,318,114 | 2,853,730 | 5,136,469 | 10,476,178 | |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | 25,000 | 1,178,763 | 5,101,552 | 5,879,430 | 5,735,484 | 17,920,229 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support (Subtract line 7c from line 6.) | 17,920,229 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 25,000 | 1,178,763 | 5,101,552 | 5,879,430 | 5,735,484 | 17,920,229 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 6,245 | 191,512 | 475,548 | 618,027 | 1,291,332 | |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 6,245 | 191,512 | 475,548 | 618,027 | 1,291,332 | |
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | 4,525 | 4,525 | ||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 49,743 | 176,939 | 115,894 | 342,576 | ||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 25,000 | 1,234,751 | 5,470,003 | 6,470,872 | 6,358,036 | 19,558,662 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| 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 11 | THE DRAFT 990 IS REVIEWED BY THE DIRECTOR OF FINANCE AND ADMINISTRATION AND EXECUTIVE VICE PRESIDENT, AND THEN IS REVIEWED BY THE FINANCE 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 KEY 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 SUBMITTED TO AAIM COMPLIANCE COMMITTEE FOR REVIEW. ANY POTENTIAL CONFLICTS ARE EVALUATED BY THE AAIM COMPLIANCE COMMITTEE AND A COURSE OF ACTION RECOMMENDED TO THE AAIM BOARD. DURING THE YEAR IF POTENTIAL CONFLICTS ARISE, THEY ARE TO BE PRESENTED TO THE AAIM COMPLIANCE COMMITTEE FOR CONSIDERATION. TO DATE, NO SUCH CONFLICTS HAVE BEEN IDENTIFIED. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ALLIANCE ENGAGED A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO CONDUCT A MARKET PAY ANALYSIS FOR THE PRESIDENT AND EXECUTIVE VICE PRESIDENT AND DEPUTY CEO POSITIONS. THE FIRM MET WITH APPROPRIATE STAFF TO UNDERSTAND THE SCOPE OF THE ORGANIZATION, JOB DUTIES AND RESPONSIBILITIES, AND IDENTIFY COMPARABLE ORGANIZATIONS. FOR THE PRESIDENT POSITION, THE FIRM UTILIZED THE MOST RECENT FORM 990 REPORTS AVAILABLE THROUGH GUIDESTAR FOR 18 COMPARABLE ASSOCIATIONS AND SOCIETIES. COMPARABLE ORGANIZATIONS WAS DEFINED AS $6-$10 MM IN REVENUE (BUDGET) AND MEDICAL AND MEMBERSHIP ORGANIZATION. THE RESULTS OF THE MARKET ANALYSIS FOR THE PRESIDENT POSITION WERE DOCUMENTED BY THE FIRM AND PRESENTED TO THE FINANCE COMMITTEE. THE FINANCE COMMITTEE MADE A RECOMMENDATION TO THE COMPENSATION COMMITTEE FOR ITS NEGOTIATION OF THE PRESIDENT CONTRACT CURRENTLY IN EFFECT. FOR THE EXECUTIVE VICE PRESIDENT AND DEPUTY CEO POSITION, THE FIRM UTILIZED DATA FROM THE 2012/3 ASAE (NATIONAL) COMPENSATION AND BENEFITS STUDY AND THE 2012/13 ASAE GREATER WASHINGTON AREA COMPENSATION AND BENEFITS STUDY. THE RESULTS OF THE MARKET ANALYSIS FOR THE EXECUTIVE VICE PRESIDENT AND DEPUTY CEO POSITION WERE PRESENTED TO THE COMPENSATION COMMITTEE FOR ITS NEGOTIATION OF THE EXECUTIVE VICE PRESIDENT AND CEO CONTRACT CURRENTLY IN EFFECT. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN THE 2013 FISCAL YEAR FOR THE PRESIDENT, AND IN THE 2014 FISCAL YEAR FOR THE EXECUTIVE VICE PRESIDENT AND DEPUTY CEO. FOR ALL OTHER OFFICERS, THE ALLIANCE ENGAGED A FIRM SPECIALIZING IN HUMAN RESOURCES MATTERS AND COMPENSATION SETTING TO DEVELOP A COMPENSATION STRUCTURE AND COMPLETE MARKET PRICING FOR ALL POSITIONS. THE FIRM PROVIDE AAIM WITH A STRUCTURE THAT INCLUDES THE MINIMUM, 25TH QUARTILE, MIDPOINT, 75TH QUARTILE, AND MAXIMUM FOR EACH POSITION BASED ON ITS REVIEW OF SEVERAL SALARY STUDIES. THE SALARY FOR EACH POSITION WAS COMPARED TO THE STRUCTURE. THE RESULTS WERE 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 COMMITTEE TO INCLUDE OR ADJUST THE COMPENSATION AMOUNTS INCLUDED IN THE ANNUAL BUDGET APPROVED BY THE BOARD EACH JUNE. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN THE 2015 FISCAL YEAR. |
| 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 |
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