Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2019 , and ending 12-31-2019
BCheck if applicable:
CName of organization
AMERICAN MEDICAL ASSOCIATION
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
330 N WABASH AVENUE NO 39300
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL606115885
D Employer identification number

36-0727175
E Telephone number

G Gross receipts $ 822,279,221
F Name and address of principal officer:
JAMES L MADARA MD
330 N WABASH AVENUE NO 39300
CHICAGO,IL606115885
I
Tax-exempt status: ( 6 ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.AMA-ASSN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1847
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 21
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 21
5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) ...... 5 1,179
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 12,836,364
b Net unrelated business taxable income from Form 990-T, line 39 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 38,592,088 36,960,567
9 Program service revenue (Part VIII, line 2g) ......... 66,807,957 68,808,769
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 26,434,484 29,244,526
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 200,459,123 229,555,247
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 332,293,652 364,569,109
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,938,865 6,993,650
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 168,675,196 186,123,696
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 125,858,432 168,117,575
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 299,472,493 361,234,921
19 Revenue less expenses. Subtract line 18 from line 12....... 32,821,159 3,334,188
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 867,013,110 996,622,970
21 Total liabilities (Part X, line 26)............. 318,206,542 372,405,209
22 Net assets or fund balances. Subtract line 21 from line 20..... 548,806,568 624,217,761
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
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Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2019)
Form 990 (2019)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SCIENTIFIC PUBLICATIONS - THE AMA PUBLISHED THE JOURNAL OF THE AMERICAN MEDICAL ASSOCIATION, JAMA NETWORK OPEN, AND 11 SPECIALTY JOURNALS. THESE JOURNALS ARE DISTRIBUTED TO MORE THAN 359,600 INDIVIDUAL RECIPIENTS IN PRINT WORLDWIDE, AS WELL AS MORE THAN 2,845 INSTITUTIONS WITH ELECTRONIC ACCESS. THE JOURNALS INCLUDED DEFINITIVE, PEER REVIEWED CLINICAL AND INVESTIGATIVE REPORTS SPANNING MAJOR MEDICAL DISCIPLINES TO SUPPORT INFORMED CLINICAL DECISION-MAKING AND TO ENABLE PHYSICIANS TO REMAIN CURRENT PROFESSIONALLY.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
THE AMA IS COMMITTED TO SEEKING CHANGE IN THE STATE AND FEDERAL LEGISLATIVE/REGULATORY ENVIRONMENTS TO PROTECT THE NEEDS OF PATIENTS AND ENABLE PHYSICIANS TO PROVIDE OPTIMAL CARE. PREDOMINANT AREAS OF FOCUS ARE PROMOTING MEDICARE PAYMENT REFORM; EXPANDING CARE FOR THE UNINSURED; REMOVING DYSFUNCTION IN THE HEALTH SECTOR; PUSHING FOR REGULATORY RELIEF; ENDING THE OPIOID EPIDEMIC; AND PREVENTING GUN VIOLENCE. THE AMA ALSO COMMITS TO HELPING PHYSICIANS OVERCOME SYSTEMIC BARRIERS, PARTICULARLY THOSE THAT INTERFERE WITH THE PATIENT-PHYSICIAN RELATIONSHIP OR IMPEDE THE ECONOMIC VIABILITY OF THE PHYSICIAN PRACTICE.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
THE HEALTH SOLUTIONS GROUP IS RESPONSIBLE FOR THE DEVELOPMENT AND SALES OF MEDICAL INFORMATION BOOKS AND PRODUCTS DESIGNED TO MEET THE NEEDS OF MEMBERS, POTENTIAL MEMBERS, CONSUMERS, AND BUSINESSES. THE COMPLETE CATALOG INCLUDES MEDICAL PRACTICE INFORMATION AND ETHICS TEXTS, CURRENT PROCEDURAL TERMINOLOGY AND OTHER MEDICAL CODING TEXTS, AS WELL AS MANY OTHER RELEVANT TOPICS FOR THE MEDICAL PROFESSION.
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
I. IMPROVING HEALTH OUTCOMES, QUALITY OF CARE AND PUBLIC HEALTHII. ACCELERATING CHANGE IN MEDICAL EDUCATION. ADVANCING IMPROVEMENTS IN UNDERGRADUATE MEDICAL EDUCATION, GRADUATE MEDICAL EDUCATION, MEDICAL EDUCATION POLICY AND RESEARCH.III. IMPROVING PROFESSIONAL SATISFACTION AND PRACTICE SUSTAINABILITY FOR PHYSICIANS IN ALL PRACTICE TYPESIV. PROFESSIONALISM AND ETHICSV. GRADUATE MEDICAL EDUCATION POLICY & RESEARCHVI. CONTINUING MEDICAL EDUCATION POLICY & RESEARCHVII. SCIENCE, RESEARCH & TECHNOLOGYVIII. POLITICAL EDUCATIONIX. LEGAL REPRESENTATIONX. INTERNATIONAL MEDICINEXI. HEALTH POLICY RESEARCH & DEVELOPMENTXII. MEDICAL PRACTICE BOOKS, PRODUCTS & SERVICESXIII. MEDICAL STUDENT SERVICESXIV. RESIDENT PHYSICIAN SERVICESXV. YOUNG PHYSICIAN SERVICESXVI. HOSPITAL MEDICAL STAFF SERVICESXVII. MEDICAL SCHOOL SERVICESXVIII. MEDICAL SOCIETY RELATIONS
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2019)
Form 990 (2019)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule A.....................
1
 
No
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment..
5
Yes
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
 
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
 
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in lines 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2.............
36
 
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable ..
1a
679
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2019)
Form 990 (2019)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
1,179
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletUK
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
 
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
 
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
 
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see instructions and file Form 4720, Schedule N.
15
Yes
 
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
Form 990 (2019)
Form 990 (2019)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
21
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
21
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletDENISE HAGERTY330 N WABASH AVENUE SUITE 39300   CHICAGO,IL606115885 (312) 464-5000
Form 990 (2019)
Form 990 (2019)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) GRAYSON W ARMSTRONG MD......................................................................
RESIDENT TRUSTEE (BEG. JULY 2019)
18.00
.................
0.00
X           32,875 0 0
(2) SUSAN R BAILEY MD......................................................................
HOD SPEAKER/PRESIDENT-ELECT
32.00
.................
0.00
X           187,756 0 0
(3) DAVID O BARBE MD......................................................................
PAST PRESIDENT (THRU JUNE 2019)
31.00
.................
0.00
X           144,980 0 0
(4) WILLARDA V EDWARDS MD......................................................................
TRUSTEE
18.00
.................
0.00
X           58,722 0 18,000
(5) LISA BOHMAN EGBERT MD......................................................................
HOD VICE SPEAKER (BEG. JULY 2019)
18.00
.................
0.00
X           16,100 0 19,000
(6) JESSE M EHRENFELD MD......................................................................
CHAIR-ELECT/CHAIR
34.00
.................
0.00
X           248,880 0 0
(7) E SCOTT FERGUSON MD......................................................................
TRUSTEE
18.00
.................
0.00
X           55,872 0 19,000
(8) SANDRA A FRYHOFER MD......................................................................
TRUSTEE
20.00
.................
0.00
X           84,376 0 0
(9) GERALD E HARMON MD......................................................................
TRUSTEE
24.00
.................
0.00
X           75,472 0 18,000
(10) PATRICE A HARRIS MD......................................................................
PRESIDENT-ELECT/PRESIDENT
72.00
.................
0.00
X           297,560 0 0
(11) WILLIAM E KOBLER MD......................................................................
TRUSTEE
22.00
.................
0.00
X           80,566 0 18,500
(12) RUSSELL WH KRIDEL MD......................................................................
TRUSTEE/CHAIR-ELECT
21.00
.................
0.00
X           134,406 0 19,000
(13) BARBARA L MCANENY MD......................................................................
PRESIDENT/PAST PRESIDENT
51.00
.................
0.00
X           273,132 0 19,000
(14) WILLIAM A MCDADE MD......................................................................
TRUSTEE
20.00
.................
0.00
X           80,600 0 0
(15) MARIO E MOTTA MD......................................................................
TRUSTEE
14.00
.................
0.00
X           74,772 0 0
(16) S BOBBY MUKKAMALA MD......................................................................
TRUSTEE
22.00
.................
0.00
X           60,840 0 19,000
(17) ALBERT T OSBAHR MD......................................................................
TRUSTEE (THRU JUNE 2019)
21.00
.................
0.00
X           34,783 0 0
Form 990 (2019)
Form 990 (2019)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) JACK RESNECK JR MD........................................................................
CHAIR/TRUSTEE
33.00
.......................0.00
X           209,315 0 0
(19) RYAN J RIBEIRA MD........................................................................
RESIDENT TRUSTEE (THRU JUNE 2019)
17.00
.......................0.00
X           32,500 0 0
(20) KARTHIK V SARMA........................................................................
STUDENT TRUSTEE (THRU JUNE 2019)
30.00
.......................0.00
X           62,647 0 0
(21) BRUCE A SCOTT MD........................................................................
HOD VICE SPEAKER/HOD SPEAKER
22.00
.......................0.00
X           65,850 0 18,000
(22) SARA M SMITH........................................................................
STUDENT TRUSTEE (BEG. JULY 2019)
20.00
.......................0.00
X           41,325 0 0
(23) MICHAEL SUK MD........................................................................
TRUSTEE (BEG. JULY 2019)
14.00
.......................0.00
X           16,100 0 19,000
(24) GEORGIA A TUTTLE MD........................................................................
TRUSTEE (THRU JUNE 2019)
20.00
.......................0.00
X           61,621 0 0
(25) WILLIE UNDERWOOD III MD........................................................................
TRUSTEE (BEG. JULY 2019)
16.00
.......................0.00
X           35,100 0 0
(26) KEVIN W WILLIAMS........................................................................
PUBLIC TRUSTEE
13.00
.......................0.00
X           67,700 0 0
(27) JAMES L MADARA MD........................................................................
EVP & CEO
60.00
.......................0.00
    X       2,297,704 0 185,961
(28) DENISE M HAGERTY........................................................................
CHIEF FINANCIAL OFFICER
60.00
.......................0.00
    X       755,688 0 34,908
(29) BERNARD L HENGESBAUGH........................................................................
COO (THRU FEB. 2019)
60.00
.......................0.00
    X       746,997 0 20,344
(30) KENNETH J SHARIGIAN........................................................................
CHIEF STRATEGY OFFICER
60.00
.......................0.00
      X     1,308,182 0 32,192
(31) LAURIE A S MCGRAW........................................................................
SVP, HEALTH SOLUTIONS
60.00
.......................0.00
      X     1,104,291 0 64,122
(32) TODD D UNGER........................................................................
SVP & CHIEF EXPERIENCE OFFICER
60.00
.......................0.00
      X     923,283 0 55,093
(33) THOMAS J EASLEY........................................................................
SVP, PUBLISHER
60.00
.......................0.00
      X     1,024,877 0 28,178
(34) HOWARD C BAUCHNER MD........................................................................
SVP & EDITOR IN CHIEF
60.00
.......................0.00
        X   921,104 0 86,121
(35) RICHARD A DEEM........................................................................
SVP, ADVOCACY
60.00
.......................0.00
        X   748,224 0 34,021
(36) SUSAN E SKOCHELAK MD........................................................................
GVP - CHIEF ACADEMIC OFFICER
60.00
.......................0.00
        X   701,129 0 61,817
(37) BRIAN D VANDENBERG........................................................................
SVP & GENERAL COUNSEL
60.00
.......................0.00
        X   884,766 0 32,266
(38) LESLIE A WEBER........................................................................
SVP & CHIEF INFORMATION OFFICER
60.00
.......................0.00
        X   645,062 0 42,313
(39) ANDREW W GURMAN MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 79,175 0 0
(40) JEREMY A LAZARUS MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 10,898 0 0
(41) ROBERT M WAH MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 22,378 0 0
(42) ARDIS D HOVEN MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 23,503 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 14,731,111 0 863,836
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet455
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
SILVERCHAIR

316 EAST MAIN STREET SUITE 300
CHARLOTTESVILLE,VA22902
PROVIDED IT SERVICES 3,666,970
HUMACH

131 WEST 10TH STREET
DUBUQUE,IA52001
PROVIDED CONSULTING SERVICES 1,679,310
IQVIA INC

PO BOX 8500-784290
PHILADELPHIA,PA191784290
PROVIDED CONSULTING SERVICES 1,421,490
CITY STAFFING

211 WEST WACKER DRIVE SUITE 700
CHICAGO,IL60606
PROVIDED STAFFING SERVICES 1,096,127
PBD INC

1650 BLUEGRASS LAKES PARKWAY
ALPHARETTA,GA30004
ORDER FULFILLMENT SERVICES 1,025,503
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet107
Form 990 (2019)
Form 990 (2019)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 35,327,267
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 834,226
f All other contributions, gifts, grants, and similar amounts not included above1f 799,074
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 36,960,567
 Program Service RevenueAmt Business Code
2a SUBSCRIPTION 511120 39,348,480 39,348,480    
b CREDENTIALING 541900 14,247,112 14,247,112    
c REPRINTS & PERMISSIONS 511190 8,503,155 8,503,155    
d EDUCATIONAL PROGRAMS 611710 2,313,575 2,313,575    
e GRAD MEDICAL PROGRAM 611710 811,440 811,440    
f All other program service revenue. 3,585,007 3,585,007    
g Total. Add lines 2a–2f .....MediumBullet 68,808,769
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 14,468,982     14,468,982
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 193,929,247     193,929,247
(ii) Personal (i) Real
6a Gross rents   774,673 6a
b Less: rental expenses   774,673 6b
c Rental income or (loss)   0 6c
d Net rental income or (loss).......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   466,738,753 7a
b Less: cost or other basis and sales expenses 134,678 451,828,531 7b
c Gain or (loss) -134,678 14,910,222 7c
d Net gain or (loss).........MediumBullet 14,775,544     14,775,544
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
10a 26,642,894
b Less: cost of goods sold .. 10b 4,972,230
c Net income or (loss) from sales of inventory..MediumBullet 21,670,664 21,670,664    
Business Code Miscellaneous Revenue
11a ADVERTISING 541800 12,654,279   12,654,279  
b SUBSIDIARY SERVICE FEE 561000 794,228 794,228    
c            
d All other revenue .... 506,829 188,562 182,085 136,182
e Total. Add lines 11a–11d ...... MediumBullet 13,955,336
12 Total revenue. See instructions.....MediumBullet 364,569,109 91,462,223 12,836,364 223,309,955
Form 990 (2019)
Form 990 (2019)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 6,993,650  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 11,302,170      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 135,954      
7 Other salaries and wages........ 138,781,240      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 9,031,689      
9 Other employee benefits ....... 17,972,816      
10 Payroll taxes ........... 8,899,827      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 674,025      
c Accounting ........... 323,100      
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ...... 153,000      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 18,968,973      
12 Advertising and promotion .... 8,500,527      
13 Office expenses ....... 3,700,969      
14 Information technology ...... 17,649,202      
15 Royalties .. 107,364      
16 Occupancy ........... 15,010,187      
17 Travel ............ 8,840,852      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 8,062,315      
20 Interest ........... 51,156      
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 11,762,250      
23 Insurance ... 866,105      
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PENSION TERMINATION 35,307,648      
b PUBLICATION COSTS 15,723,436      
c MEMBERSHIP SOLICITATION 7,722,349      
d SUBSCRIPTIONS 2,364,093      
e All other expenses 12,330,024      
25 Total functional expenses. Add lines 1 through 24e 361,234,921      
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2019)
Form 990 (2019)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 4,931,636 1 4,577,504
2 Savings and temporary cash investments ......... 3,222,012 2 1,371,413
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 54,648,635 4 66,533,836
5 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 2,247,255 8 2,720,768
9 Prepaid expenses and deferred charges ...... 5,858,984 9 9,227,603
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 146,638,849
b Less: accumulated depreciation 10b 106,881,958 42,183,490 10c 39,756,891
11 Investments—publicly traded securities . 642,796,183 11 728,432,922
12 Investments—other securities. See Part IV, line 11 .....   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 111,124,915 15 144,002,033
16 Total assets. Add lines 1 through 15 (must equal line 33)... 867,013,110 16 996,622,970
Liabilities 17 Accounts payable and accrued expenses ..... 69,771,785 17 48,478,436
18 Grants payable ...   18  
19 Deferred revenue ......... 62,744,951 19 65,352,624
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 185,689,806 25 258,574,149
26 Total liabilities. Add lines 17 through 25.. 318,206,542 26 372,405,209
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here MediumBullet and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 547,142,013 27 622,663,588
28 Net assets with donor restrictions ........... 1,664,555 28 1,554,173
Organizations that do not follow FASB ASC 958, check here MediumBullet and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 548,806,568 32 624,217,761
33 Total liabilities and net assets/fund balances ........ 867,013,110 33 996,622,970
Form 990 (2019)
Form 990 (2019)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
364,569,109
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
361,234,921
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
3,334,188
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
548,806,568
5
Net unrealized gains (losses) on investments ...............
5
56,677,533
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
15,399,472
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
624,217,761
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2019)
Form 990 (2019)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
Name of organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number
36-0727175
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 3
Name of organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
Page 4
Name of organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527

SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV (see instructions for definition of “political campaign activities")

2
Political campaign activity expenditures (see instructions) ....................................................................SchCMd Bullet
$  
3
Volunteer hours for political campaign activities (see instructions) ..................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2019

Schedule C (Form 990 or 990-EZ) 2019
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.)
(a) Filing
organization's
totals
(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) .................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ...................................................................................................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2016 (b) 2017 (c) 2018 (d) 2019 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2019


Schedule C (Form 990 or 990-EZ) 2019
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
Yes|No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
 
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
 
c
Media advertisements? ...................................................................................................
 
 
 
d
Mailings to members, legislators, or the public? .............................................................................
 
 
 
e
Publications, or published or broadcast statements? ...........................................................
 
 
 
f
Grants to other organizations for lobbying purposes? ..........................................................
 
 
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
 
 
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
 
 
i
Other activities? ...................................................................................................................
 
 
 
j
Total. Add lines 1c through 1i ....................................................................................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
 
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
No
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
35,083,387
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
19,907,874
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
19,907,874
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
21,050,032
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
-1,142,158
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2019


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
SchDMd Bullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 7/25/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Term endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements   35,612,255 15,649,984 19,962,271
d Equipment ....   4,819,748 4,127,360 692,388
e Other .....   106,206,846 87,104,614 19,102,232
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 39,756,891
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 3
Part VII
Investments—Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(I)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)INVESTMENT IN 100% OWNED SUBSIDIARIES 91,148,541
(2)OPERATING LEASE RIGHT OF USE ASSET 52,853,492
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 144,002,033
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 259,438
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 258,574,149
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2019

Schedule D (Form 990) 2019
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Schedule D (Form 990) 2019


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990, Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990.Right pointing arrow large image Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b.
1
For grantmakers. Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in the region (d) Activities conducted in region (by type) (such as, fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in the region
(f) Total expenditures
for and investments
in the region
EUROPE (INCLUDING ICELAND AND GREENLAND) 0 3 PROGRAM SERVICES SUBSCRIPTIONS 305,641
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 2 PROGRAM SERVICES SUBSCRIPTIONS 71,311
EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES SUBSCRIPTIONS 141,329
NORTH AMERICA 0 1 PROGRAM SERVICES SUBSCRIPTIONS 12,173
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     INVESTMENTS   24,297,228
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 10 24,827,682
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 10 24,827,682
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)
(c) Region (d) Purpose of
grant
(e) Amount of
cash grant
(f) Manner of
cash
disbursement
(g) Amount
of noncash
assistance
(h) Description
of noncash
assistance
(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant
(e) Manner of cash
disbursement
(f) Amount of
noncash
assistance
(g) Description
of noncash
assistance
(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; don't file with Form 990). . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713; don't file with Form 990).. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2019
Schedule F (Form 990) 2019
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information. See instructions.
ReturnReference Explanation
PART III ACCOUNTING METHOD:  
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2019
Additional Data


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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number
36-0727175
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) ALLIANCECHICAGO
215 W OHIO STREET FLOOR 4
CHICAGO,IL606544415
81-5434098 501(C)(3) 25,000       ELECTRONIC HEALTH RECORD STUDY
(2) ALLIANCE FOR HEALTH POLICY
1444 EYE STREET NW SUITE 910
WASHINGTON,IL20005
52-1746328 501(C)(3) 10,000       2019 ANNUAL FUNDRAISER
(3) AMERICAN MEDICAL ASSOCIATION ALLIANCE INC
550M RITCHIE HIGHWAY NO 271
SEVERNA PARK,MD21146
36-2002758 501(C)(4) 821,000       GENERAL SUPPORT
(4) AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES
555 E WELLS ST SUITE 1100
MILWAUKEE,WI53202
36-2915937 501(C)(6) 50,000       GENERAL SUPPORT
(5) AMERICAN SOCIETY FOR BIOETHICS AND HUMANITIES
8735 W HIGGINS ROAD SUITE 300
CHICAGO,IL60631
36-4211258 501(C)(3) 8,000       ANNUAL MEETING
(6) AMERICAN SOCIETY OF CLINICAL ONCOLOGY
2318 MILL ROAD SUITE 800
ALEXANDRIA,VA22314
13-6180380 501(C)(3) 50,000       GENERAL SUPPORT
(7) ASSOCIATION OF PROFESSORS OF GYNECOLOGY AND OBSTETRICS
2130 PRIEST BRIDGE DRIVE NO 7
CROFTON,MD21114
47-6057648 501(C)(3) 75,000       REIMAGINING RESIDENCY GRANT
(8) A T STILL UNIVERSITY OF HEALTH SCIENCES
800 W JEFFERSON
KIRKSVILLE,MO63501
43-0356250 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(9) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 50,000       SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(10) BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE
BOSTON,MA02215
04-2103881 501(C)(3) 30,000       2019 INNOVATION GRANT AWARD
(11) BOSTON UNIVERSITY
881 COMMONWEALTH AVENUE 4TH FLOOR
BOSTON,MA022151303
04-2103547 501(C)(3) 25,000       ELECTRONIC HEALTH RECORD STUDY
(12) BRANDEIS UNIVERSITY - COUNCIL ON HEALTH CARE ECONOMICS AND POLICY
PO BOX 549110
WALTHAM,MA024549110
04-2103552 501(C)(3) 25,000       THE 26TH PRINCETON CONFERENCE SPONSOR
(13) BROWN UNIVERSITY
164 ANGELL STREET
PROVIDENCE,RI029129002
05-0258809 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(14) BRYCE HARLOW FOUNDATION
1700 NEW YORK AVENUE NW SUITE 400
WASHINGTON,DC20006
52-1266620 501(C)(3) 10,000       38TH ANNUAL FOUNDATION AWARD DINNER
(15) CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH441064979
34-1018992 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(16) CHICAGO URBAN LEAGUE
4510 SOUTH MICHIGAN AVENUE
CHICAGO,IL60653
36-2225483 501(C)(3) 15,000       58TH GOLDEN FELLOWSHIP DINNER
(17) CHILDREN'S HOSPITAL CORPORATION
300 LONGWOOD AVENUE
BOSTON,MA02115
04-2774441 501(C)(3) 30,000       CHARITABLE DONATION TO BOSTON CHILDREN'S HOSPITAL
(18) CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE ROAD RK1-85
INDEPENDENCE,OH44131
34-0714585 501(C)(3) 50,000       COACH APPROACH TO PROFESSIONAL DEV AND WELLNESS
(19) CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE ROAD RK1-85
INDEPENDENCE,OH44131
34-0714585 501(C)(3) 30,000       2019 INNOVATION GRANT AWARD
(20) CONGRESSIONAL BLACK CAUCUS FOUNDATION
1720 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
52-1160561 501(C)(3) 15,000       2019 ANNUAL LEGISLATIVE CONFERENCE
(21) DAVID A WINSTON HEALTH POLICY FELLOWSHIP
1341 G STREET NW 11TH FLOOR
WASHINGTON,DC20004
52-1492039 501(C)(3) 15,000       PLATINUM SPONSORSHIP HEALTH POLICY BALL
(22) EAST CAROLINA UNIVERSITY
2200 S CHARLES BLVD
GREENVILLE,NC278584353
56-6000403 STATE OF NC 30,000       2019 INNOVATION GRANT AWARD
(23) EAST CAROLINA UNIVERSITY
2200 S CHARLES BLVD
GREENVILLE,NC278584353
56-6000403 STATE OF NC 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(24) EASTERN VIRGINIA MEDICAL SCHOOL
358 MOWBRAY ARCH
NORFOLK,VA235011980
54-6055378 STATE OF VA 30,000       2019 INNOVATION GRANT AWARD
(25) EASTERN VIRGINIA MEDICAL SCHOOL
358 MOWBRAY ARCH
NORFOLK,VA235011980
54-6055378 STATE OF VA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(26) EDUCATIONAL AND SCIENTIFIC TRUST OF THE PHILADELPHIA COUNTY MEDICAL SOCIETY
2100 SPRING GARDEN STREET
PHILADELPHIA,PA19130
23-6397794 501(C)(3) 50,000       CHARITABLE DONATION
(27) EMORY UNIVERSITY
1599 CLIFTON ROAD 4TH FLOOR
ATLANTA,GA30322
58-0566256 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(28) FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREET
MIAMI,FL33199
65-0177616 STATE OF FL 20,000       H&P 360 IMPLEMENTATION GRANT
(29) FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STREET
MIAMI,FL33199
65-0177616 STATE OF FL 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(30) H LEE MOFFITT CANCER CENTER AND RESEARCH INSTITUTE INC
12902 MAGNOLIA DRIVE
TAMPA,FL33612
59-2451713 501(C)(3) 30,000       2019 INNOVATION GRANT AWARD
(31) HEALTH LEVEL SEVEN INTERNATIONAL
3300 WASHTENAW AVENUE SUITE 227
ANN ARBOR,MI48104
22-0311321 501(C)(6) 12,500       GRAVITY HL7 ACCELERATOR SPONSORSHIP
(32) HEARTLAND HEALTH CENTERS
3048 N WILTON AVE NO 2ND
CHICAGO,IL60657
36-3843377 501(C)(3) 50,000       SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(33) ILLINOIS STATE MEDICAL SOCIETY
20 N MICHIGAN AVENUE SUITE 700
CHICAGO,IL60602
36-2436054 501(C)(6) 66,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(34) INNOVATION DEVELOPMENT INSTITUTE INC
222 W MERCHANDISE MART PLAZA
CHICAGO,IL60654
46-3253782 501(C)(3) 100,000       MATTER CHICAGO PROGRAM
(35) INNOVATION DEVELOPMENT INSTITUTE INC
222 W MERCHANDISE MART PLAZA
CHICAGO,IL60654
46-3253782 501(C)(3) 19,000       MATTER CHICAGO PROGRAM - MED STUDENT
(36) JDRF ILLINOIS CHAPTER
1 N LASALLE ST SUITE 1200
CHICAGO,IL60602
23-1907729 501(C)(3) 7,500       JDRF ILLINOIS GALA 2019 TABLE SPONSOR
(37) JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327B
BALTIMORE,MD21211
52-0595110 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(38) JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327B
BALTIMORE,MD21211
52-0595110 501(C)(3) 10,000       2019 INNOVATION GRANT AWARD
(39) LEADERSHIP GREATER CHICAGO
111 E WACKER DRIVE NO 1220
CHICAGO,IL60601
36-3293207 501(C)(3) 20,000       FELLOWS PROGRAM SPONSORSHIP
(40) LEADERSHIP GREATER CHICAGO
111 E WACKER DRIVE NO 1220
CHICAGO,IL60601
36-3293207 501(C)(3) 10,000       GREATER CHICAGO'S CELEBRATE LEADERS DINNER SPONSORSHIP
(41) LOYOLA UNIVERSITY
820 NORTH MICHIGAN AVE
CHICAGO,IL60611
36-1408475 501(C)(3) 20,000       AMA (HEALTH LAW) FELLOWSHIP FUND AND SCHOLARSHIP ASSISTANCE
(42) MAINEHEALTH
110 FREE STREET
PORTLAND,ME04101
01-0431680 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(43) MARCH OF DIMES
2120 WASHINGTON BLVD SUITE 325
ARLINGTON,VA22204
13-1846366 501(C)(3) 10,000       2019 MARCH OF DIMES GOURMET GALA
(44) MARSHFIELD CLINIC INC
1000 N OAK AVENUE
MARSHFIELD,WI54449
39-0452970 501(C)(3) 6,700       2019 ANNUAL CLINIC CLUB MEETING SPONSORSHIP
(45) MASSACHUSETTS INSTITUTE OF TECHNOLOGY
77 MASSACHUSETTS AVENUE NE49-3142
CAMBRIDGE,MA021394307
04-2103594 501(C)(3) 6,667       HACKING MEDICINE SPONSORSHIP
(46) MAYO CLINIC
PO BOX 4008
ROCHESTER,MN559034008
41-6011702 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(47) MEDICAL SOCIETY OF NEW JERSEY
2 PRINCESS ROAD
LAWRENCEVILLE,NJ08648
21-0601684 501(C)(6) 24,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(48) MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD ROOM 2
EAST LANSING,MI48824
38-6005984 STATE OF MI 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(49) MISSISSIPPI STATE MEDICAL ASSOCIATION FOUNDATION INC
PO BOX 2548
RIDGELAND,MS391582548
57-0906060 501(C)(3) 40,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(50) MONTANA MEDICAL ASSOCIATION
2021 ELEVENTH AVENUE
HELENA,MT59601
81-0215638 501(C)(6) 74,500       SCOPE OF PRACTICE PARTNERSHIP GRANT
(51) MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREET
BRONX,NY104672401
13-1740114 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(52) MOREHOUSE SCHOOL OF MEDCINE
720 WESTVIEW DRIVE SW
ATLANTA,GA30310
58-1438873 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(53) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721
53-0196932 501(C)(3) 30,000       GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSIONAL EDUCATION
(54) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721
53-0196932 501(C)(3) 25,000       SUPPORT FOR THE NAS OPIOID COLLABORATIVE
(55) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721
53-0196932 501(C)(3) 10,000       LEADERSHIP CONSORTIUM - VALUE & DESCRIPTION SCIENCE DRIVEN HEALTH SYSTEM
(56) NATIONAL ASSOCIATION OF BLACK JOURNALISTS
1100 KNIGHT HALL SUITE 3100
COLLEGE PARK,MD20742
52-1266959 501(C)(3) 10,000       2019 NABJ CONVENTION AND CAREER FAIR
(57) NATIONAL BOARD OF MEDICAL EXAMINERS
3750 MARKET STREET
PHILADELPHIA,PA191043102
23-1352238 501(C)(3) 21,442       USMLE SCORING
(58) NATIONAL MEDICAL ASSOCIATION
8403 COLESVILLE ROAD NO 820
SILVER SPRING,MD209106331
53-6010805 501(C)(3) 50,000       ANNUAL CONVENTION & SCIENTIFIC ASSEMBLY
(59) NATIONAL MEDICAL FELLOWSHIPS
12 EAST 46TH STREET NO 5E
NEW YORK,NY10017
01-0963657 501(C)(3) 6,400       CHICAGO CHAMPIONS OF HEALTH AWARDS
(60) NATIONAL MINORITY QUALITY FORUM INC
1201 15TH STREET NW SUITE 340
WASHINGTON,DC20005
31-1750942 501(C)(3) 30,000       2019 ANNUAL SUMMIT ON HEALTH DISPARITIES
(61) NATIONAL MULTIPLE SCLEROSIS SOCIETY
733 THIRD AVENUE
NEW YORK,NY199174057
13-5661935 501(C)(3) 10,000       2019 DC AMBASSADORS BALL
(62) NCSL FOUNDATION FOR STATE LEGISLATURES
7700 EAST FIRST PLACE
DENVER,CO80230
74-2232576 501(C)(3) 7,500       NCSL FOUNDATION FOR STATE LEGISLATURES SILVER SPONSOR
(63) NEW HAMPSHIRE MEDICAL SOCIETY
7 N STATE STREET
CONCORD,NH03301
02-0223176 501(C)(6) 60,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(64) NEW YORK UNIVERSITY
550 FIRST AVENUE
NEW YORK,NY10016
13-5562308 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(65) NORTH CAROLINA MEDICAL SOCIETY
PO BOX 27167
RALEIGH,NC27611
56-0320130 501(C)(6) 66,067       DIABETES PREVENTION
(66) NEW YORK UNIVERSITY SCHOOL OF MEDICINE
550 1ST AVENUE
NEW YORK,NY100166402
13-5562308 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(67) OHIO UNIVERSITY
PO BOX 960
ATHENS,OH45701
31-6402113 STATE OF OH 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(68) OREGON HEALTH SCIENCES UNIVERSITY
690 SW BANCROFT ST L106SPA
PORTLAND,OR972393098
93-1176109 STATE OF OR 205,000       REIMAGINING RESIDENCY GRANT
(69) OREGON HEALTH SCIENCES UNIVERSITY
690 SW BANCROFT ST L106SPA
PORTLAND,OR972393098
93-1176109 STATE OF OR 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(70) PARTNERS HEALTHCARE SYSTEM INC
399 REVOLUTION DRIVE NO 645
SOMERVILLE,MA02145
04-3230035 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(71) PARTNERSHIP FOR AMERICA'S HEALTHCARE FUTURE
PO BOX 65492
WASHINGTON,DC200355492
83-0939222 501(C)(4) 300,000       GENERAL SUPPORT
(72) PCPI FOUNDATION
330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
30-0590166 501(C)(3) 1,080,000       GENERAL SUPPORT
(73) PENNSYLVANIA MEDICAL SOCIETY
777 EAST PARK DRIVE
HARRISBURG,PA17111
23-2219516 501(C)(3) 50,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(74) PENNSYLVANIA STATE UNIVERSITY
44 EAST GRANADA AVE SUITE 1100
HERSHEY,PA17033
24-6000376 STATE OF PA 75,000       REIMAGINING RESIDENCY GRANT
(75) PENNSYLVANIA STATE UNIVERSITY
44 EAST GRANADA AVE SUITE 1100
HERSHEY,PA17033
24-6000376 STATE OF PA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(76) PRESIDENT AND FELLOWS OF HARVARD COLLEGE
1033 MASSACHUSETTS AVENUE 5TH FLOOR
FLOOR
CAMBRIDGE,MA02138
04-2103580 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(77) RAYOS CONTRA CANCER
1016 DRAUGHON AVE
NASHVILLE,TN37204
83-0858620 501(C)(3) 10,000       INNOVATION GRANT AWARD
(78) REGENSTRIEF INSTITUTE
1101 WEST TENTH STREET
INDIANAPOLIS,IN462022872
30-0007730 501(C)(3) 10,000       INNOVATION GRANT AWARD
(79) REGENTS OF THE UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET
ANN ARBOR,MI481091274
39-6006309 STATE OF MI 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(80) REGENTS OF THE UNIVERSITY OF CALIFORNIA - DAVIS
ONE SHIELDS AVENUE
DAVIS,CA95616
94-6036494 STATE OF CA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(81) REGENTS OF THE UNIVERSITY OF CALIFORNIA - IRVINE
836 HEALTH SCIENCES ROAD
IRVINE,CA92697
95-2226406 STATE OF CA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(82) REGENTS OF THE UNIVERSITY OF CALIFORNIA - IRVINE
836 HEALTH SCIENCES ROAD
IRVINE,CA92697
95-2226406 STATE OF CA 30,000       2019 INNOVATION GRANT AWARD
(83) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM STREET
SAN FRANCISCO,CA94103
94-6036493 STATE OF CA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(84) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM STREET
SAN FRANCISCO,CA94103
94-6036493 STATE OF CA 50,000       EHR INTERGRATION IMPLEMENTATION SUPPORT
(85) RESEARCH AMERICA
1101 KING STREET SUITE 520
ALEXANDRIA,VA22314
52-1609875 501(C)(3) 60,000       SPONSORSHIP FOR RESEARCH AMERICA'S ADVOCACY AWARDS
(86) RESEARCH FOUNDATION OF CUNY (CITY UNIVERSITY OF NY)
230 WEST 41ST STREET
NEW YORK,NY10036
13-1988190 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(87) RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN STREET NO 153
CHICAGO,IL60612
36-2174823 501(C)(3) 42,812       SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(88) RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN STREET NO 153
CHICAGO,IL60612
36-2174823 501(C)(3) 6,500       WALK FOR WELLNESS
(89) RUTGERS UNIVERSITY STATE UNIVERSITY OF NJ
65 DAVIDSON ROAD ROOM 306
PISCATAWAY,NJ088545602
46-2354111 STATE OF NJ 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(90) RUTGERS UNIVERSITY STATE UNIVERSITY OF NJ
65 DAVIDSON ROAD ROOM 306
PISCATAWAY,NJ088545602
46-2354111 STATE OF NJ 30,000       INNOVATION GRANT AWARD
(91) SAMARITAN HEALTH SERVICES
815 NW 9TH STREET SUITE 136
CORVALLIS,OR97330
93-0951989 501(C)(3) 50,000       SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(92) SOCIAL ENTERPRISE ALLIANCE INC
628 MELROSE AVE
NASHVILLE,TN37211
74-2964255 501(C)(3) 10,000       SUMMIT 2019 DISCOVERY SPONSORSHIP - SOCIAL ENTERPRISE ALLIANCE
(93) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063
94-1156365 501(C)(3) 12,500       SPONSORSHIP OF A NAM AL PUBLICATION CONFERENCE
(94) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063
94-1156365 501(C)(3) 75,000       REIMAGINING RESIDENCY GRANT
(95) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063
94-1156365 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(96) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063
94-1156365 501(C)(3) 10,000       INNOVATION GRANT AWARD
(97) THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
615 WEST 131ST STREET MC 8741
NEW YORK,NY100277922
13-5598093 501(C)(3) 30,000       2019 INNOVATION GRANT AWARD
(98) THOMAS JEFFERSON UNIVERSITY
125 S 9TH STREET
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 200,000       DIABETES PREVENTION CONCEPT CITY PROGRAM
(99) THOMAS JEFFERSON UNIVERSITY
125 S 9TH STREET
PHILADELPHIA,PA19107
23-1352651 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(100) THE TRUSTEES OF INDIANA UNIVERSITY
980 INDIANA AVE
INDIANAPOLIS,IN45202
35-6001673 STATE OF IN 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(101) UNIFORMED SERVICES UNIVERSITY OF THE HEALTH SCIENCES
4301 JONES BRIDGE ROAD
BETHESDA,MD20814
52-1743257 US GOVERNMENT 30,000       2019 INNOVATION GRANT AWARD
(102) UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVD BOX 3
TUCSON,AZ857190521
74-2652689 STATE OF AZ 10,000       2019 INNOVATION GRANT AWARD
(103) UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES
4301 WEST MARKHAM ST SLOT 545
LITTLE ROCK,AR72205
71-6046242 STATE OF AR 30,000       2019 INNOVATION GRANT AWARD
(104) UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUE
CHICAGO,IL606375418
36-2177139 501(C)(3) 30,000       2019 INNOVATION GRANT AWARD
(105) UNIVERSITY OF CHICAGO
5801 S ELLIS AVENUE
CHICAGO,IL606375418
36-2177139 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(106) UNIVERSITY OF CONNECTICUT
263 FARMINGTON AVENUE
FARMINGTON,CT06030
52-1725543 STATE OF CT 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(107) UNIVERSITY OF MICHIGAN
3003 SOUTH STATE STREET
ANN ARBOR,MI481091274
39-6006309 STATE OF MI 30,000       INNOVATION GRANT AWARD
(108) UNIVERSITY OF NEBRASKA MEDICAL CENTER
985045 NEBRASKA MEDICAL CENTER
OMAHA,NE38105
47-0049123 STATE OF NE 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(109) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE SUITE 2200 CB
1350
CHAPEL HILL,NC275991350
56-6001393 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(110) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE SUITE 2200 CB
1350
CHAPEL HILL,NC275991350
56-6001393 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(111) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRIVE STOP 8356
GRAND FORKS,ND58202
45-6002491 STATE OF ND 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(112) UNIVERSITY OF PITTSBURGH
PARK PLAZA 128 NORTH CRAIG STREET
PITTSBURGH,PA15260
25-0965591 STATE OF PA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(113) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA STREET SUITE 102
LOS ANGELES,CA900898001
95-1642394 STATE OF CA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(114) UNIVERSITY OF TEXAS AT AUSTIN
PO BOX 7159
AUSTIN,TX787137159
74-6000203 STATE OF TX 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(115) UNIVERSITY OF TEXAS - RIO GRANDE VALLEY
1201 WEST UNIVERSITY DRIVE
EDINBURG,TX78539
46-5292740 STATE OF TX 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(116) UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAL CENTER
5323 HARRY HINES BLVD
DALLAS,TX753909020
75-6002868 STATE OF TX 30,000       2019 INNOVATION GRANT AWARD
(117) UNIVERSITY OF UTAH
201 SOUTH PRESIDENTS CIRCLE
SALT LAKE CITY,UT84112
87-6000525 STATE OF UT 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(118) UNIVERSITY OF WASHINGTON
1959 NE PACIFIC STREET BOX 356521
SEATTLE,WA981956521
91-6001537 STATE OF WA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(119) UTAH MEDICAL ASSOCIATION
310 EAST 4500 SOUTH
SALT LAKE CITY,UT84107
87-0204459 501(C)(6) 30,000       SCOPE OF PRACTICE PARTNERSHIP GRANT
(120) VANDERBILT UNIVERSITY
1501 NORTH PLANO ROAD
RICHARDSON,TX75081
62-0476822 501(C)(3) 205,000       REIMAGINING RESIDENCY GRANT
(121) VANDERBILT UNIVERSITY
1501 NORTH PLANO ROAD
RICHARDSON,TX75081
62-0476822 501(C)(3) 19,167       SUPPORT RESEARCH
(122) VANDERBILT UNIVERSITY
1501 NORTH PLANO ROAD
RICHARDSON,TX75081
62-0476822 501(C)(3) 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(123) VIRGINIA COMMONWEALTH UNIVERSITY
912 W FRANKLIN ST
RICHMOND,VA232849040
54-6001758 STATE OF VA 40,000       2019 INNOVATION GRANT AWARD
(124) VIRGINIA COMMONWEALTH UNIVERSITY
912 W FRANKLIN ST
RICHMOND,VA232849040
54-6001758 STATE OF VA 15,000       ACE CONSORTIUM MEMBERSHIP AGREEMENT
(125) WOMEN BUSINESS LEADERS OF THE US HEALTH CARE INDUSTRY FOUNDATION
1227 25TH ST NW
WASHINGTON,DC20037
51-0410145 501(C)(3) 20,000       WBL 18TH ANNUAL SUMMIT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
115
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
10
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2019

Schedule I (Form 990) 2019
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: THE AMA PROVIDES GRANTS AND ASSISTANCE TO ORGANIZATIONS THAT ARE RECOGNIZED PUBLIC CHARITIES, RECOGNIZED PROFESSIONAL ASSOCIATIONS PRIMARILY ASSOCIATED WITH THE MEDICAL FIELD, INSTITUTIONS PROVIDING MEDICAL EDUCATION AND TRAINING, AND GOVERNMENTAL EDUCATIONAL INSTITUTIONS. THE AMA MAINTAINS CONTACT WITH THE GRANTEES THROUGH THE PERFORMANCE OF ITS EXEMPT ACTIVITIES.
Schedule I (Form 990) 2019



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1SUSAN R BAILEY MD
HOD SPEAKER/PRESIDENT-ELECT
(i)

(ii)
185,380
-------------
0
0
-------------
0
2,376
-------------
0
0
-------------
0
0
-------------
0
187,756
-------------
0
0
-------------
0
2JESSE M EHRENFELD MD
CHAIR-ELECT/CHAIR
(i)

(ii)
243,880
-------------
0
0
-------------
0
5,000
-------------
0
0
-------------
0
0
-------------
0
248,880
-------------
0
0
-------------
0
3PATRICE A HARRIS MD
PRESIDENT-ELECT/PRESIDENT
(i)

(ii)
287,560
-------------
0
0
-------------
0
10,000
-------------
0
0
-------------
0
0
-------------
0
297,560
-------------
0
0
-------------
0
4RUSSELL WH KRIDEL MD
TRUSTEE/CHAIR-ELECT
(i)

(ii)
126,990
-------------
0
0
-------------
0
7,416
-------------
0
19,000
-------------
0
0
-------------
0
153,406
-------------
0
0
-------------
0
5BARBARA L MCANENY MD
PRESIDENT/PAST PRESIDENT
(i)

(ii)
268,560
-------------
0
0
-------------
0
4,572
-------------
0
19,000
-------------
0
0
-------------
0
292,132
-------------
0
0
-------------
0
6JACK RESNECK JR MD
CHAIR/TRUSTEE
(i)

(ii)
206,440
-------------
0
0
-------------
0
2,875
-------------
0
0
-------------
0
0
-------------
0
209,315
-------------
0
0
-------------
0
7JAMES L MADARA MD
EVP & CEO
(i)

(ii)
1,141,814
-------------
0
1,125,032
-------------
0
30,858
-------------
0
97,700
-------------
0
88,261
-------------
0
2,483,665
-------------
0
0
-------------
0
8DENISE M HAGERTY
CHIEF FINANCIAL OFFICER
(i)

(ii)
443,183
-------------
0
300,000
-------------
0
12,505
-------------
0
16,700
-------------
0
18,208
-------------
0
790,596
-------------
0
0
-------------
0
9BERNARD L HENGESBAUGH
COO (THRU FEB. 2019)
(i)

(ii)
122,623
-------------
0
620,000
-------------
0
4,374
-------------
0
7,112
-------------
0
13,232
-------------
0
767,341
-------------
0
0
-------------
0
10KENNETH J SHARIGIAN
CHIEF STRATEGY OFFICER
(i)

(ii)
729,138
-------------
0
550,000
-------------
0
29,044
-------------
0
16,700
-------------
0
15,492
-------------
0
1,340,374
-------------
0
0
-------------
0
11LAURIE A S MCGRAW
SVP, HEALTH SOLUTIONS
(i)

(ii)
555,989
-------------
0
543,000
-------------
0
5,302
-------------
0
16,700
-------------
0
47,422
-------------
0
1,168,413
-------------
0
0
-------------
0
12TODD D UNGER
SVP & CHIEF EXPERIENCE OFFICER
(i)

(ii)
535,699
-------------
0
375,000
-------------
0
12,584
-------------
0
16,700
-------------
0
38,393
-------------
0
978,376
-------------
0
0
-------------
0
13THOMAS J EASLEY
SVP, PUBLISHER
(i)

(ii)
586,815
-------------
0
430,000
-------------
0
8,062
-------------
0
16,700
-------------
0
11,478
-------------
0
1,053,055
-------------
0
0
-------------
0
14HOWARD C BAUCHNER MD
SVP & EDITOR IN CHIEF
(i)

(ii)
900,418
-------------
0
0
-------------
0
20,686
-------------
0
16,700
-------------
0
69,421
-------------
0
1,007,225
-------------
0
0
-------------
0
15RICHARD A DEEM
SVP, ADVOCACY
(i)

(ii)
387,702
-------------
0
351,300
-------------
0
9,222
-------------
0
16,700
-------------
0
17,321
-------------
0
782,245
-------------
0
0
-------------
0
16SUSAN E SKOCHELAK MD
GVP - CHIEF ACADEMIC OFFICER
(i)

(ii)
442,879
-------------
0
242,000
-------------
0
16,250
-------------
0
16,700
-------------
0
45,117
-------------
0
762,946
-------------
0
0
-------------
0
17BRIAN D VANDENBERG
SVP & GENERAL COUNSEL
(i)

(ii)
519,894
-------------
0
355,000
-------------
0
9,872
-------------
0
0
-------------
0
32,266
-------------
0
917,032
-------------
0
0
-------------
0
18LESLIE A WEBER
SVP & CHIEF INFORMATION OFFICER
(i)

(ii)
377,414
-------------
0
260,000
-------------
0
7,648
-------------
0
16,700
-------------
0
25,613
-------------
0
687,375
-------------
0
0
-------------
0
19ANDREW W GURMAN MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
79,175
-------------
0
0
-------------
0
0
-------------
0
79,175
-------------
0
79,175
-------------
0
20JEREMY A LAZARUS MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
10,898
-------------
0
0
-------------
0
0
-------------
0
10,898
-------------
0
10,898
-------------
0
21ROBERT M WAH MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
22,378
-------------
0
0
-------------
0
0
-------------
0
22,378
-------------
0
22,378
-------------
0
22ARDIS D HOVEN MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
23,503
-------------
0
0
-------------
0
0
-------------
0
23,503
-------------
0
23,503
-------------
0
Schedule J (Form 990) 2019

Schedule J (Form 990) 2019
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A ALL EXECUTIVES ARE REIMBURSED FOR HEALTH CLUB DUES WHICH ARE REPORTED AS COMPENSATION TO THE INDIVIDUAL, TO THE EXTENT REIMBURSED. IN RARE INSTANCES FOR MEMBERS OF THE BOARD, IT IS RECOGNIZED THAT SHORT NOTICE ASSIGNMENTS MAY REQUIRE FIRST CLASS TRAVEL BECAUSE OF THE LACK OF AVAILABILITY OF COACH SEATING. THIS MUST BE AUTHORIZED WHEN NECESSARY BY THE BOARD CHAIR, PRIOR TO TRAVEL. THE PRESIDENTS (PRESIDENT, IMMEDIATE PAST PRESIDENT AND PRESIDENT ELECT) WILL EACH HAVE ACCESS TO AN INDIVIDUAL $2,500 MAXIMUM ALLOWANCE (PER TERM) TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS.
PART I, LINE 4B THE AMA HAS A DEFERRED COMPENSATION PLAN AS DEFINED IN SECTION 457(B) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT OF THE AMA. UNDER THIS PLAN, INDIVIDUALS MAY DEFER UP TO THE ANNUAL AMOUNT PERMITTED BY THE INTERNAL REVENUE CODE. THE AMA MAKES NO CONTRIBUTIONS TO THIS PLAN. CONTRIBUTIONS BY THE PARTICIPANTS ARE INCLUDED IN THE COMPENSATION INFORMATION ABOVE; EMPLOYEE CONTRIBUTIONS ARE INCLUDED IN COLUMN B(I) AND BOARD OF TRUSTEE CONTRIBUTIONS ARE INCLUDED IN COLUMN C. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A DEFERRED COMPENSATION PLAN AFTER LEAVING THE AMA, WHICH ARE INCLUDED IN COLUMN B(III) AND COLUMN F: JEREMY A. LAZARUS, M.D. $10,898 ROBERT M. WAH, M.D. $22,378 ARDIS D. HOVEN, M.D. $23,503 ANDREW W. GURMAN, M.D. $79,175 IN 2011, AMA AND JAMES L. MADARA ENTERED INTO A DEFERRED COMPENSATION AGREEMENT SUBJECT TO SECTION 457(F) OF THE INTERNAL REVENUE CODE, CALLING FOR ANNUAL CONTRIBUTIONS BY THE AMA TO THE DEFERRED ACCOUNT. THE ACCOUNT VESTS OVER TIME AND PAYMENT OF UNDISTRIBUTED AMOUNTS WILL OCCUR ON THE VESTING DATES. THE ANNUAL CONTRIBUTION IS INCLUDED IN COLUMN C ABOVE.
Schedule J (Form 990) 2019

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2019
Open to Public
Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Return Reference Explanation
FORM 990, PART I, LINE 1: TO FURTHER THE INTERESTS OF THE MEDICAL PROFESSION BY PROMOTING THE ART AND SCIENCE OF MEDICINE AND THE BETTERMENT OF PUBLIC HEALTH.
FORM 990, PART VI, SECTION A, LINE 6 THE AMERICAN MEDICAL ASSOCIATION (AMA) IS COMPOSED OF INDIVIDUAL MEMBERS WHO ARE REPRESENTED IN THE HOUSE OF DELEGATES, A POLICY MAKING BODY, THROUGH STATE ASSOCIATIONS AND OTHER CONSTITUENT ASSOCIATIONS, NATIONAL MEDICAL SPECIALTY SOCIETIES AND OTHER ENTITIES TO WHICH THEY BELONG. MEMBERS MUST POSSESS THE UNITED STATES DEGREE OF DOCTOR OF MEDICINE (MD) OR DOCTOR OF OSTEOPATHIC MEDICINE (DO), OR A RECOGNIZED INTERNATIONAL EQUIVALENT OR BE MEDICAL STUDENTS IN EDUCATIONAL PROGRAMS PROVIDED BY A COLLEGE OF MEDICINE OR OSTEOPATHIC MEDICINE ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION OR THE AMERICAN OSTEOPATHIC ASSOCIATION LEADING TO THE MD OR DO DEGREE.
FORM 990, PART VI, SECTION A, LINE 7A ALL TWENTY-ONE MEMBERS OF THE AMA BOARD OF TRUSTEES, THE GOVERNING BODY, ARE ELECTED BY THE AMA HOUSE OF DELEGATES. THE HOUSE OF DELEGATES INCLUDES DELEGATES FROM STATE, TERRITORIAL, NATIONAL SPECIALTY OR PROFESSIONAL INTEREST MEDICAL ASSOCIATIONS THAT QUALIFY UNDER THE AMA BY-LAWS, PLUS THE FIVE FEDERAL SERVICES AND CERTAIN INTERNAL SECTIONS AND CONSORTIUMS.
FORM 990, PART VI, SECTION B, LINE 11B AMA'S 2019 FORM 990 WAS PREPARED BY DELOITTE TAX LLP USING THE INFORMATION PROVIDED BY AMA. THE COMPLETED FORM 990 WAS REVIEWED BY AMA'S FINANCE MANAGEMENT BEFORE BEING REVIEWED BY THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES. THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES REVIEWED THE FORM 990 FOR 2019 AT A REGULARLY SCHEDULED BOARD MEETING. ALL 21 BOARD MEMBERS RECEIVED A COPY OF THE RETURN AND THE COMMITTEE REPORTED ON THE REVIEW OF THE FORM 990 TO THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 12C THE OFFICE OF GENERAL COUNSEL AND THE AUDIT COMMITTEE OF THE AMA BOARD OF TRUSTEES THROUGHOUT THE COURSE OF THE YEAR REVIEW BOARD MEMBER AND KEY EMPLOYEE DISCLOSURES OF ACTIVITIES AND AFFILIATIONS FROM A CONFLICT OF INTEREST STANDPOINT. WRITTEN ANALYSES ARE PREPARED AND RECOMMENDATIONS MADE TO THE BOARD AS TO WHETHER CONFLICTS EXIST. ANNUALLY, THE OFFICE OF GENERAL COUNSEL REVIEWS AND ANALYZES ALL BOARD AND KEY EMPLOYEE CONFLICT OF INTEREST DISCLOSURES, AND PREPARES A WRITTEN ANALYSIS OF SAME.
FORM 990, PART VI, SECTION B, LINE 15 BASE SALARY AND INCENTIVE OPPORTUNITY OF THE CEO IS ESTABLISHED BY THE COMPENSATION COMMITTEE OF THE AMA BOARD OF TRUSTEES AFTER REVIEW OF EXTERNAL COMPENSATION DATA PROVIDED BY INDEPENDENT THIRD PARTY COMPENSATION CONSULTING/SURVEY FIRMS. COMPARABILITY DATA IS UPDATED AS NECESSARY. THE COMPENSATION COMMITTEE'S RECOMMENDATION FOR THE CEO IS SUBJECT TO APPROVAL BY THE FULL BOARD. BASE SALARY AND INCENTIVES FOR ALL SENIOR VICE PRESIDENTS ARE ALSO REVIEWED BY THE COMPENSATION COMMITTEE ON AN ANNUAL BASIS. COMPENSATION OF KEY EMPLOYEES IS ALSO MATCHED TO MARKET USING INDEPENDENT COMPENSATION SURVEY DATA. THIS DATA IS UPDATED AS MARKET CONDITIONS DICTATE. AN INDEPENDENT COMPENSATION CONSULTANT WAS EMPLOYED BY THE COMPENSATION COMMITTEE TO ASSIST THE COMMITTEE IN REVIEWING EXECUTIVE COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19 THE AMA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND ANNUAL REPORT TO THE PUBLIC BY POSTING THE ABOVE ITEMS ON THE AMA'S WEBSITE.
FORM 990, PART XI, LINE 9: EQUITY IN LOSS OF SUBSIDIARY -5,044,819. DEFINED BENEFIT POSTRETIREMENT HEALTH PLANS OTHER THAN EXPENSE -17,758,869. RECLASSIFICATION OF PENSION COSTS TO PENSION TERMINATION EXPENSE 34,086,348. EQUITY IN EARNINGS OF ADAM STREET 1847 FUND LP 4,086,944. REVERSAL OF GRANT EXPENSES 29,868.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2019


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
2019
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No












For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) AMERICAN MEDICAL ASSURANCE COMPANY

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
36-2874262
BUSINESS SERVICES REINSURANCE COMPANY IL AMERICAN MEDICAL ASSOCIATION
 
C 50,199 3,308,669 100.000 % Yes  
(2) HEALTH2047 INC

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
47-4308879
PROFESSIONAL, SCIENTIFIC AND TECHNICAL SERVICES IL AMERICAN MEDICAL ASSOCIATION
 
C 465,000 59,846,753 100.000 % Yes  
(3) FIRST MILE CARE INC

3000 SAND HILL ROAD 3-240
MENLO PARK,CA940257119
83-1699015
PREVENTIVE CHRONIC CARE COMPANY CA N/A
C       Yes  
(4) ADAMS STREET 1847 FUND LP

UGLAND HOUSE SOUTH CHURCH STREET
GEORGETOWN    
CJ
98-1287229
INVESTING CJ AMERICAN MEDICAL ASSOCIATION
 
C 5,195,708 26,122,564 99.980 % Yes  
(5) AMA INSURANCE AGENCY INC

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
36-3305962
INSURANCE BROKERAGE IL N/A
C       Yes  
(6) AMA SERVICES INC

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
36-3229022
HOLDING COMPANY - BUSINESS AND PERSONAL SERVICES IL AMERICAN MEDICAL ASSOCIATION
 
C 40,537,675 55,398,129 100.000 % Yes  
(7) AMA HEALTH INFORMATION SOLUTIONS INC

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
27-3034169
DIRECT LICENSING OF PHYSICIAN MASTERFILE IL N/A
C       Yes  
(8) AKIRI INC

4100 E 3RD AVENUE SUITE 150
FOSTER CITY,CA94404
82-2991217
SOFTWARE DEVELOPMENT CA N/A
C       Yes  
(9) HXSQUARE INC

3000 SAND HILL ROAD 3-240
MENLO PARK,CA940257119
83-3486548
EXCHANGE OF HEALTHCARE DATA DE N/A
C       Yes  
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
Yes
 
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) AMA INSURANCE AGENCY INC

Q 3,404,867 COST/FAIR MARKET VALUE
(2) AMA INSURANCE AGENCY INC

A 933,673 COST/FAIR MARKET VALUE
(3) AMA INSURANCE AGENCY INC

L 704,053 COST/FAIR MARKET VALUE
(4) AMA HEALTH INFORMATION SOLUTIONS INC

Q 314,916 COST/FAIR MARKET VALUE
(5) AMA HEALTH INFORMATION SOLUTIONS INC

A 137,000 COST/FAIR MARKET VALUE
(6) AMA HEALTH INFORMATION SOLUTIONS INC

L 6,990 COST/FAIR MARKET VALUE
(7) AMA SERVICES INC

Q 1,717 COST/FAIR MARKET VALUE
(8) AMA SERVICES INC

F 15,300,000 COST/FAIR MARKET VALUE
(9) AMERICAN MEDICAL ASSURANCE COMPANY

Q 1,237 COST/FAIR MARKET VALUE
(10) AMERICAN MEDICAL ASSURANCE COMPANY

L 15,539 COST/FAIR MARKET VALUE
(11) HEALTH2047 INC

Q 473,586 COST/FAIR MARKET VALUE
(12) HEALTH2047 INC

L 49,796 COST/FAIR MARKET VALUE
(13) HEALTH2047 INC

B 45,000,000 COST/FAIR MARKET VALUE
(14) ADAMS STREET 1847 FUND LP

R 6,975,000 COST/FAIR MARKET VALUE
Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2019
Schedule R (Form 990) 2019
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2019

Additional Data


Software ID:  
Software Version: