Form990
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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)
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OMB No. 1545-0047
2021
Open to Public Inspection
A For the 2021 calendar year, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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 $ 1,016,073,889
F Name and address of principal officer:
JAMES L MADARA MD
330 N WABASH AVENUE 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 2021 (Part V, line 2a) ...... 5 1,260
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 16,595,247
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 343,280
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 37,910,209 37,975,212
9 Program service revenue (Part VIII, line 2g) ......... 70,788,782 83,108,407
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 9,416,221 86,101,316
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 267,714,990 285,962,894
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 385,830,202 493,147,829
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 9,287,661 6,943,641
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) 198,129,802 213,609,187
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).... 130,455,683 126,109,791
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 337,873,146 346,662,619
19 Revenue less expenses. Subtract line 18 from line 12....... 47,957,056 146,485,210
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,101,274,617 1,238,960,169
21 Total liabilities (Part X, line 26)............. 369,282,638 344,013,819
22 Net assets or fund balances. Subtract line 21 from line 20..... 731,991,979 894,946,350
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
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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 (2021)
Form 990 (2021)
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 WORLDWIDE TO MORE THAN 348,700 INDIVIDUAL RECIPIENTS IN PRINT AND TO MORE THAN 2,900 INSTITUTIONS THROUGH ONLINE 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 FEDERAL AND STATE LEGISLATIVE/REGULATORY ENVIRONMENTS TO PROTECT THE NEEDS OF PATIENTS AND ENABLE PHYSICIANS TO PROVIDE OPTIMAL CARE. PREDOMINANT AREAS OF FOCUS ARE RESPONDING TO THE COVID-19 PANDEMIC, REDUCING HEALTH CARE DISPARITIES, PROMOTING MEDICARE PAYMENT REFORM; EXPANDING CARE FOR THE UNINSURED; REMOVING OBSTACLES IN THE HEALTH SECTOR; PUSHING FOR REGULATORY RELIEF; ENDING THE DRUG MISUSE 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 AMA IS RESPONSIBLE FOR THE DEVELOPMENT AND SALES OF MEDICAL INFORMATION BOOKS AND CONTENT DESIGNED TO MEET THE NEEDS OF MEMBERS, POTENTIAL MEMBERS, CONSUMERS, AND OTHERS. THIS 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 AND GRADUATE MEDICAL EDUCATION, HEALTH SYSTEM SCIENCE.III. IMPROVING PROFESSIONAL SATISFACTION AND PRACTICE SUSTAINABILITY FOR PHYSICIANS IN ALL PRACTICE TYPESIV. PROFESSIONALISM AND ETHICSV. UNDERGRADUATE, GRADUATE AND CONTINUING MEDICAL EDUCATION POLICY & RESEARCHVI. SCIENCE, RESEARCH & TECHNOLOGYVII. POLITICAL EDUCATIONVIII. JUDICIAL ADVOCACYIX. INTERNATIONAL MEDICINEX. HEALTH POLICY RESEARCH & DEVELOPMENTXI. MEDICAL PRACTICE BOOKS AND CONTENTXII. STRENGTHENING, AMPLIFYING AND SUSTAINING AMA'S WORK TO ELIMINATE HEALTH INEQUITIES - IMPROVING HEALTH OUTCOMES AND CLOSING DISPARITY GAPSXIII. INTEREST GROUP RESEARCH AND SUPPORT FOR MEDICAL STUDENTS, RESIDENTS AND FELLOWS; YOUNG PHYSICIANS; WOMEN PHYSICIANS; SENIOR PHYSICIANS; INTEGRATED PHYSICIAN PRACTICES; ORGANIZED MEDICAL STAFF; ACADEMIC PHYSICIANS; INTERNATIONAL MEDICAL GRADUATES; MINORITY AFFAIRS; ADVISORY COMMITTEE ON LGBTQ ISSUES
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet  
Form 990 (2021)
Form 990 (2021)
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 Rev. Proc. 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 XIIClick 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 (2021)
Form 990 (2021)
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 the 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 line 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 on 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
761
b
Enter the number of Forms W-2G included on 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 (2021)
Form 990 (2021)
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
1,260
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 the 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
17
Section 501(c)(21) organizations. Did the trust, any disqualified person, or mine operator engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2021)
Form 990 (2021)
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 on 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 on 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 on 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 (1024 or 1024-A, if applicable), 990, and 990-T (section 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 (2021)
Form 990 (2021)
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 the 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, Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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 the 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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) SUSAN R BAILEY MD......................................................................
PRESIDENT/PAST PRESIDENT
 20.00
.................
0.00 		X           292,132 0 0
(2) GERALD E HARMON MD......................................................................
PRESIDENT-ELECT/PRESIDENT
 24.00
.................
0.00 		X           285,476 0 19,500
(3) S BOBBY MUKKAMALA MD......................................................................
CHAIR-ELECT/CHAIR
 17.00
.................
0.00 		X           230,208 0 19,500
(4) JACK RESNECK JR MD......................................................................
TRUSTEE/PRESIDENT-ELECT
 19.00
.................
0.00 		X           192,155 0 0
(5) RUSSELL WH KRIDEL MD......................................................................
CHAIR/PAST CHAIR
 14.00
.................
0.00 		X           164,431 0 19,500
(6) SANDRA ADAMSON FRYHOFER MD......................................................................
TRUSTEE/CHAIR-ELECT
 23.00
.................
0.00 		X           169,187 0 0
(7) PATRICE A HARRIS MD......................................................................
PAST PRESIDENT (THRU JUNE 2021)
 23.00
.................
0.00 		X           144,980 0 0
(8) LISA BOHMAN EGBERT MD......................................................................
HOD VICE SPEAKER
 32.00
.................
0.00 		X           125,348 0 19,500
(9) BRUCE A SCOTT MD......................................................................
HOD SPEAKER
 30.00
.................
0.00 		X           116,800 0 19,500
(10) JESSE M EHRENFELD MD......................................................................
PAST CHAIR/TRUSTEE
 25.00
.................
0.00 		X           127,250 0 0
(11) MICHAEL SUK MD......................................................................
TRUSTEE
 16.00
.................
0.00 		X           64,100 0 19,000
(12) WILLARDA V EDWARDS MD......................................................................
TRUSTEE
 14.00
.................
0.00 		X           62,716 0 18,000
(13) MARIO E MOTTA MD......................................................................
TRUSTEE
 13.00
.................
0.00 		X           78,572 0 0
(14) THOMAS J MADEJSKI MD......................................................................
TRUSTEE
 14.00
.................
0.00 		X           58,976 0 19,500
(15) E SCOTT FERGUSON MD......................................................................
TRUSTEE
 15.00
.................
0.00 		X           57,766 0 19,500
(16) WILLIE UNDERWOOD III MD......................................................................
TRUSTEE
 15.00
.................
0.00 		X           75,400 0 0
(17) ILSE R LEVIN DO......................................................................
TRUSTEE
 12.00
.................
0.00 		X           67,750 0 0
Form 990 (2021)
Form 990 (2021)
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/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(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) HARRIS PASTIDES PHD........................................................................
PUBLIC TRUSTEE
 11.00
.......................0.00 		X           67,750 0 0
(19) DAVID H AIZUSS MD........................................................................
TRUSTEE
 14.00
.......................0.00 		X           67,000 0 0
(20) PRATISTHA KOIRALA MD PHD........................................................................
RESIDENT TRUSTEE (BEG. JULY 2021)
 11.00
.......................0.00 		X           33,500 0 0
(21) MADELYN E BUTLER MD........................................................................
TRUSTEE (BEG. JULY 2021)
 13.00
.......................0.00 		X           33,500 0 0
(22) GRAYSON W ARMSTRONG MD........................................................................
RESIDENT TRUSTEE (THRU JUNE 2021)
 13.00
.......................0.00 		X           33,500 0 0
(23) DRAYTON CHARLES HARVEY........................................................................
STUDENT TRUSTEE (BEG. JULY 2021)
 14.00
.......................0.00 		X           33,500 0 0
(24) BLAKE ELIZABETH MURPHY........................................................................
STUDENT TRUSTEE (THRU JUNE 2021)
 12.00
.......................0.00 		X           33,500 0 0
(25) JAMES L MADARA MD........................................................................
EVP & CEO
 60.00
.......................0.00 		    X       2,445,529 0 200,663
(26) DENISE M HAGERTY........................................................................
SVP & CHIEF FINANCIAL OFFICER
 60.00
.......................0.00 		    X       908,975 0 36,487
(27) KENNETH J SHARIGIAN........................................................................
CHIEF STRATEGY OFFICER
 60.00
.......................0.00 		      X     1,506,746 0 34,466
(28) THOMAS J EASLEY........................................................................
SVP, PUBLISHING & MISSION OPERATIONS
 60.00
.......................0.00 		      X     1,213,712 0 30,837
(29) LAURIE A S MCGRAW........................................................................
SVP, HEALTH SOLUTIONS
 60.00
.......................0.00 		      X     1,107,689 0 58,696
(30) TODD D UNGER........................................................................
SVP & CHIEF EXPERIENCE OFFICER
 60.00
.......................0.00 		      X     978,371 0 59,135
(31) HOWARD C BAUCHNER MD........................................................................
SVP & EDITOR IN CHIEF, JAMA NETWORK
 60.00
.......................0.00 		        X   1,095,173 0 68,729
(32) PHIL B FONTANAROSA MD........................................................................
VP & ACTING EDITOR IN CHIEF, JAMA NW
 60.00
.......................0.00 		        X   1,065,292 0 63,739
(33) THOMAS C GIANNULLI MD........................................................................
SVP/CHIEF MEDICAL INFO OFFICER
 60.00
.......................0.00 		        X   1,060,893 0 56,234
(34) BRIAN D VANDENBERG........................................................................
SVP & GENERAL COUNSEL
 60.00
.......................0.00 		        X   944,237 0 36,129
(35) RODRIGO A SIERRA........................................................................
SVP & CHIEF COMMUNICATIONS OFFICER
 60.00
.......................0.00 		        X   728,270 0 46,510
(36) BARBARA L MCANENY MD........................................................................
FORMER TRUSTEE
 0.00
.......................0.00 		          X 206,510 0 0
(37) GEORGIA A TUTTLE MD........................................................................
FORMER TRUSTEE
 0.00
.......................0.00 		          X 43,887 0 0
(38) KARTHIK V SARMA........................................................................
FORMER TRUSTEE
 0.00
.......................0.00 		          X 28,122 0 0
(39) WILLIAM E KOBLER MD........................................................................
FORMER TRUSTEE
 0.00
.......................0.00 		          X 18,266 0 0
(40) ROBERT M WAH MD........................................................................
FORMER TRUSTEE
 0.00
.......................0.00 		          X 35,340 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 16,002,509 0 865,125
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 MediumBullet589
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 2,579,928
CITY STAFFING

211 WEST WACKER DRIVE SUITE 700
CHICAGO,IL60606 		PROVIDED STAFFING SERVICES 1,224,325
FORWARD HEALTH GROUP INC

1 SOUTH PINCKNEY ST STE 301
MADISON,WI53703 		PROVIDED IT SERVICES 1,035,150
HUMACH

131 WEST 10TH STREET
DUBUQUE,IA52001 		PROVIDED MARKETING & CONSULTING SERVICES 945,346
EJOURNALPRESS

5508 GREENTREE ROAD
BETHESDA,MD20817 		MANUSCRIPT PROCESSING SERVICES 932,154
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet117
Form 990 (2021)
Form 990 (2021)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b 35,084,139
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 2,398,048
f All other contributions, gifts, grants, and similar amounts not included above1f 493,025
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......MediumBullet 37,975,212
Program Service RevenueAmt Business Code
2a SUBSCRIPTION 511120 40,466,157 40,466,157    
b CREDENTIALING 541900 14,171,759 14,171,759    
c REPRINT/OPENACCESS FEE 511190 12,091,490 12,091,490    
d EDUCATIONAL PROD. REV. 611710 8,327,482 8,327,482    
e EDUCATIONAL PROGRAMS 611710 1,948,703 1,948,703    
f All other program service revenue. 6,102,816 6,102,816    
g Total. Add lines 2a–2f .....MediumBullet 83,108,407
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 11,264,793     11,264,793
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet 247,966,417     247,966,417
(ii) Personal (i) Real
6a Gross rents   782,971 6a
b Less: rental expenses   782,971 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   592,976,081 7a
b Less: cost or other basis and sales expenses 824 518,138,734 7b
c Gain or (loss) -824 74,837,347 7c
d Net gain or (loss).........MediumBullet 74,836,523     74,836,523
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 24,122,065
b Less: cost of goods sold .. 10b 4,003,531
c Net income or (loss) from sales of inventory..MediumBullet 20,118,534 20,118,534    
Business Code Miscellaneous Revenue
11a ADVERTISING 541800 16,078,658   16,078,658  
b SUBSIDIARY SERVICE FEE 561000 925,498 925,498    
c VENDOR & MISC. REFUNDS 900009 153,284 153,284    
d All other revenue .... 720,503 119,097 516,589 84,817
e Total. Add lines 11a–11d ...... MediumBullet 17,877,943
12 Total revenue. See instructions.....MediumBullet 493,147,829 104,424,820 16,595,247 334,152,550
Form 990 (2021)
Form 990 (2021)
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 .... 6,943,641  
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 ........... 11,370,303      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 332,125      
7 Other salaries and wages........ 164,727,758      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,437,092      
9 Other employee benefits ....... 19,344,075      
10 Payroll taxes ........... 10,397,834      
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 2,402,082      
c Accounting ........... 299,632      
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) 25,663,780      
12 Advertising and promotion .... 10,468,867      
13 Office expenses ....... 2,217,454      
14 Information technology ...... 18,161,340      
15 Royalties .. 43,435      
16 Occupancy ........... 14,651,757      
17 Travel ............ 1,366,643      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 1,988,039      
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 11,795,033      
23 Insurance ... 958,815      
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 PUBLICATION COSTS 16,641,509      
b MEMBERSHIP SOLICITATION 7,692,344      
c SUBSCRIPTIONS 3,618,822      
d MARKET RESEARCH 1,831,546      
e All other expenses 6,155,693      
25 Total functional expenses. Add lines 1 through 24e 346,662,619      
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 (2021)
Form 990 (2021)
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 ........ 3,977,643 1 2,871,664
2 Savings and temporary cash investments ......... 7,657,380 2 4,321,756
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 80,492,184 4 86,619,855
5 Loans and other receivables from 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 ............ 2,326,038 8 1,748,157
9 Prepaid expenses and deferred charges ...... 10,914,373 9 11,900,557
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 153,883,832
b Less: accumulated depreciation 10b 123,540,930 36,191,735 10c 30,342,902
11 Investments—publicly traded securities . 818,843,924 11 943,335,456
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 ........... 140,871,340 15 157,819,822
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,101,274,617 16 1,238,960,169
Liabilities 17 Accounts payable and accrued expenses ..... 54,806,449 17 60,009,698
18 Grants payable ...   18  
19 Deferred revenue ......... 71,799,084 19 70,558,591
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 242,677,105 25 213,445,530
26 Total liabilities. Add lines 17 through 25.. 369,282,638 26 344,013,819
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 .......... 731,897,372 27 894,918,926
28 Net assets with donor restrictions ........... 94,607 28 27,424
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 ........... 731,991,979 32 894,946,350
33 Total liabilities and net assets/fund balances ........ 1,101,274,617 33 1,238,960,169
Form 990 (2021)
Form 990 (2021)
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
493,147,829
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
346,662,619
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
146,485,210
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
731,991,979
5
Net unrealized gains (losses) on investments ...............
5
-7,124,947
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
23,594,108
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
894,946,350
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 on
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 (2021)
Form 990 (2021)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2021
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) (2021)
Schedule B (Form 990) (2021) 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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Schedule B (Form 990) (2021)
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) (2021)
Additional Data


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

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
2021
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.
Cat. No. 50084S
Schedule C (Form 990) 2021

Schedule C (Form 990) 2021
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) 2018 (b) 2019 (c) 2020 (d) 2021 (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) 2021


Schedule C (Form 990) 2021
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
34,825,550
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
19,234,574
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
19,234,574
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
20,895,330
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
-1,660,756
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) 2021


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
2021
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) 2021

Schedule D (Form 990) 2021
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   35,918,678 20,683,228 15,235,450
d Equipment ....   5,208,580 4,587,485 621,095
e Other .....   112,756,574 98,270,217 14,486,357
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 30,342,902
Schedule D (Form 990) 2021

Schedule D (Form 990) 2021
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
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
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
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
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 112,189,645
(2)OPERATING LEASE RIGHT OF USE ASSET 44,545,511
(3)NOTES RECEIVABLE FROM AN UNAFFILIATED ORGANIZATION 1,000,000
(4)INCOME TAX RECEIVABLE 84,666
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 157,819,822
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  
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 213,445,530
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) 2021

Schedule D (Form 990) 2021
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) 2021


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
2021
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 284,037
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 2 PROGRAM SERVICES SUBSCRIPTIONS 62,927
EAST ASIA AND THE PACIFIC 0 4 PROGRAM SERVICES SUBSCRIPTIONS 139,043
NORTH AMERICA 0 1 PROGRAM SERVICES SUBSCRIPTIONS 9,453
CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS,     INVESTMENTS   61,852,750
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .... 0 10 62,348,210
b Total from continuation sheets to Part I ... 0 0 0
c Totals (add lines 3a and 3b) 0 10 62,348,210
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2021
Schedule F (Form 990) 2021
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) 2021
Schedule F (Form 990) 2021Page 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) 2021
Schedule F (Form 990) 2021
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) 2021
Schedule F (Form 990) 2021
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) 2021
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
2021
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) A T STILL UNIVERSITY OF HEALTH SCIENCES
800 W JEFFERSON
KIRKSVILLE,MO63501 		43-0356250 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(2) ALABAMA COLLEGE OF OSTEOPATHIC INC
445 HEALTH SCIENCES BLVD
DOTHAN,AL36303 		27-3339185 501(C)(3) 19,776 0     MAP BP RESEARCH GRANT
(3) ALLIANCECHICAGO
215 W OHIO STREET FLOOR 4
CHICAGO,IL606544415 		81-5434098 501(C)(3) 35,000 0     VAL-U-SCREEN RESEARCH PROJECT
(4) AMERICAN ACADEMY OF ORTHOPADEDIC SURGEONS
9400 W HIGGINS RD
ROSEMONT,IL60018 		36-2110592 501(C)(3) 20,000 0     SCOPE OF PRACTICE GRANT
(5) AMERICAN ASSOCIATION OF MEDICAL SOCIETY EXECUTIVES
555 E WELLS ST SUITE 1100
MILWAUKEE,WI53202 		36-2915937 501(C)(6) 50,000 0     EDUCATIONAL GRANT
(6) AMERICAN HOSPITAL ASSOCIATION
155 N WACKER DR SUITE 400
CHICAGO,IL60606 		36-0726140 501(C)(6) 10,000 0     VIRTUAL LEADERSHIP SUMMIT SPONSORSHIP
(7) AMERICAN SOCIETY OF MEDICAL ASSOCIATION COUNSEL
PO BOX 190
MANCHESTER,ME04351 		31-1612781 501(C)(6) 7,500 0     SILVER FALL CONFERENCE SPONSORSHIP
(8) ASSOCIATION OF AMERICAN INDIAN PHYSICIANS INC
1225 SOVEREIGN ROW SUITE 103
OKLAHOMA CITY,OK73108 		23-7296826 501(C)(3) 50,000 0     HEALTH EQUITY STRATEGIC DEVELOPMENT GRANT
(9) ASSOCIATION OF AMERICAN INDIAN PHYSICIANS INC
1225 SOVEREIGN ROW SUITE 103
OKLAHOMA CITY,OK73108 		23-7296826 501(C)(3) 20,000 0     MARGINALIZED/MINORITIZED PHYSICIAN GROUP GRANT
(10) ASSOCIATION OF PROFESSORS OF GYNECOLOGY AND OBSTETRICS
2130 PRIEST BRIDGE DRIVE NO 7
CROFTON,MD21114 		47-6057648 501(C)(3) 375,000 0     REIMAGINING RESIDENCY GRANT
(11) CHILDRENS HOSPITAL MEDICAL CENTER
3333 BURNET AVENUE MLC 9002
CINCINNATI,OH45229 		31-0833936 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(12) DAVID A WINSTON HEALTH POLICY FELLOWSHIP
1341 G STREET NW 11TH FLOOR
WASHINGTON,DC20004 		52-1492039 501(C)(3) 15,000 0     DAVID A. WINSTON HEALTH POLICY SPONSORSHIP
(13) GIRLTREK INCORPORATED
1800 WYOMING AVE NW
WASHINGTON,DC20009 		06-1811886 501(C)(3) 10,000 0     2021 BLACK FAMILY 5K SPONSORSHIP
(14) GLMA HEALTH PROFESSIONALS ADVANCING LGBTQ EQUALITY
1629 K ST NW SUITE 300
WASHINGTON,DC20006 		94-2901694 501(C)(3) 50,000 0     HEALTH EQUITY STRATEGIC DEVELOPMENT GRANT
(15) HEALTH LEVEL SEVEN INTERNATIONAL
3300 WASHTENAW AVENUE SUITE 227
ANN ARBOR,MI48104 		22-0311321 501(C)(6) 25,000 0     GRAVITY HL7 ACCELERATOR PROJECT
(16) HENRY FORD HEALTH SYSTEM
1 FORD PL 5F
DETROIT,MI48202 		38-1357020 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(17) HOFSTRA UNIVERSITY
101 HOFSTRA UNIVERSITY HOFSTRA
HEMPSTEAD,NY11549 		11-1630906 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(18) HOWARD BROWN HEALTH CENTER
4025 NORTH SHERIDAN ROAD
CHICAGO,IL60613 		36-2894128 501(C)(3) 7,500 0     MIDWEST LGBTQ HEALTH SYMPOSIUM
(19) INNOVATION DEVELOPMENT INSTITUTE INC
222 W MERCHANDISE MART PLAZA
CHICAGO,IL60654 		46-3253782 501(C)(3) 100,000 0     MATTER CHICAGO PROGRAM
(20) JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROAD NO N4327B
BALTIMORE,MD21211 		52-0595110 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(21) KAISER FOUNDATION HOSPITALS
1 KAISER PLAZA
OAKLAND,CA94612 		94-1105628 501(C)(3) 50,000 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(22) LOUISIANA STATE MEDICAL SOCIETY
6767 PERKINS RD
BATON ROUGE,LA708084257 		72-0386637 501(C)(6) 19,000 0     SCOPE OF PRACTICE GRANT
(23) LOYOLA UNIVERSITY
820 NORTH MICHIGAN AVE
CHICAGO,IL60611 		36-1408475 501(C)(3) 10,000 0     AMERICAN MEDICAL ASSOCIATION FELLOWSHIP FUND
(24) M D ANDERSON SERVICES CORPORATION
7007 BERTNER AVE SUITE 10
HOUSTON,TX77030 		76-0300816 501(C)(3) 49,966 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(25) MAINE MEDICAL ASSOCIATION
PO BOX 190
MANCHESTER,ME04351 		01-0216933 501(C)(6) 65,000 0     SCOPE OF PRACTICE GRANT
(26) MAINEHEALTH
110 FREE STREET
PORTLAND,ME04101 		01-0431680 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(27) MEDICAL ASSOCIATION OF THE STATE OF ALABAMA
19 S JACKSON ST
MONTGOMERY,AL36104 		63-0268042 501(C)(6) 35,000 0     SCOPE OF PRACTICE GRANT
(28) MEDICAL SOCIETY OF THE STATE OF NEW YORK
865 MERRICK AVE
WESTBURY,NY11590 		13-1030760 501(C)(6) 50,000 0     SCOPE OF PRACTICE GRANT
(29) MEDTECH COLOR
16844 MARGATE ST
ENCINO,CA91436 		83-0543603 501(C)(3) 25,000 0     PLATINUM SPONSORSHIP - COLLABORATIVE COMMUNITY
(30) MICHIGAN STATE MEDICAL SOCIETY
120 W SAGINAW ST
EAST LANSING,MI48823 		38-0830717 501(C)(6) 50,000 0     SCOPE OF PRACTICE GRANT
(31) MILITARY VETERANS IN JOURNALISM INC
10824 MARGATE ROAD
SILVER SPRING,MD20901 		83-4253287 501(C)(3) 7,000 0     MILITARY VETERANS IN JOURNALISM CONVENTION SPONSORSHIP
(32) MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREET
BRONX,NY104672401 		13-1740114 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(33) MONTEFIORE MEDICAL CENTER
111 EAST 210TH STREET
BRONX,NY104672401 		13-1740114 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(34) MOREHOUSE SCHOOL OF MEDCINE
720 WESTVIEW DRIVE SW
ATLANTA,GA30310 		58-1438873 501(C)(3) 13,140 0     MAP BP RESEARCH GRANT
(35) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721 		53-0196932 501(C)(3) 100,000 0     NATIONAL ACADEMY OF MEDICINE ACTION COLLABORATIVE
(36) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721 		53-0196932 501(C)(3) 30,000 0     INNOVATION IN HEALTH PROFESSIONAL EDUCATION
(37) NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW ROOM T 433C
WASHINGTON,DC200012721 		53-0196932 501(C)(3) 10,000 0     LEADERSHIP CONSORTIUM FOR A VALUE & SCIENCE DRIVEN HEALTH SYSTEM
(38) NATIONAL ASSOCIATION OF BLACK JOURNALISTS
1100 KNIGHT HALL SUITE 3100
COLLEGE PARK,MD20742 		52-1266959 501(C)(3) 15,000 0     CONVENTION & CAREER FAIR PROFESSIONAL DEVELOPMENT SPONSORSHIP
(39) NATIONAL COUNCIL OF ASIAN PACIFIC ISLANDER PHYSICIANS
1190 MISSION STREET 712
SAN FRANCISCO,CA94103 		27-3429376 501(C)(3) 50,000 0     HEALTH EQUITY STRATEGIC DEVELOPMENT GRANT
(40) NATIONAL COUNCIL OF ASIAN PACIFIC ISLANDER PHYSICIANS
1190 MISSION STREET 712
SAN FRANCISCO,CA94103 		27-3429376 501(C)(3) 20,000 0     MARGINALIZED/MINORITIZED PHYSICIAN GROUP GRANT
(41) NATIONAL HISPANIC MEDICAL ASSOCIATION
1920 L ST NW
WASHINGTON,DC20036 		52-1884446 501(C)(6) 50,000 0     HEALTH EQUITY STRATEGIC DEVELOPMENT GRANT
(42) NATIONAL HISPANIC MEDICAL ASSOCIATION
1920 L ST NW
WASHINGTON,DC20036 		52-1884446 501(C)(6) 20,000 0     MARGINALIZED/MINORITIZED PHYSICIAN GROUP GRANT
(43) NATIONAL MEDICAL ASSOCIATION INC
8403 COLESVILLE ROAD NO 820
SILVER SPRING,MD209106331 		53-6010805 501(C)(3) 50,000 0     HEALTH EQUITY STRATEGIC DEVELOPMENT GRANT
(44) NATIONAL MEDICAL ASSOCIATION INC
8403 COLESVILLE ROAD NO 820
SILVER SPRING,MD209106331 		53-6010805 501(C)(3) 20,000 0     MARGINALIZED/MINORITIZED PHYSICIAN GROUP GRANT
(45) NATIONAL MEDICAL FELLOWSHIPS
12 EAST 46TH STREET NO 5E
NEW YORK,NY10017 		01-0963657 501(C)(3) 21,500 0     CHICAGO CHAMPIONS OF HEALTH AWARDS
(46) NEW YORK UNIVERSITY
550 FIRST AVENUE
NEW YORK,NY10016 		13-5562308 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(47) NORTH CAROLINA MEDICAL SOCIETY
PO BOX 27167
RALEIGH,NC27611 		56-0320130 501(C)(6) 60,134 0     DIABETES PREVENTION RESEARCH GRANT
(48) NORTH CAROLINA MEDICAL SOCIETY
PO BOX 27167
RALEIGH,NC27611 		56-0320130 501(C)(6) 50,000 0     TYPE 2 DIABETES PREVENTION RESEARCH GRANT
(49) OHIO STATE UNIVERSITY
2200 OLENTANGY RIVER RD
COLUMBUS,OH43210 		31-6401596 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(50) OREGON HEALTH SCIENCES UNIVERSITY
690 SW BANCROFT ST L106SPA
PORTLAND,OR972393098 		93-1176109 STATE OF OR 385,000 0     REIMAGINING RESIDENCY GRANT
(51) PARTNERS HEALTHCARE SYSTEM INC
399 REVOLUTION DRIVE NO 645
SOMERVILLE,MA02145 		04-3230035 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(52) PENNSYLVANIA MEDICAL SOCIETY
777 EAST PARK DRIVE
HARRISBURG,PA17111 		23-2219516 501(C)(3) 75,000 0     SCOPE OF PRACTICE GRANT
(53) PENNSYLVANIA STATE UNIVERSITY
44 EAST GRANADA AVE SUITE 1100
HERSHEY,PA17033 		24-6000376 STATE OF PA 375,000 0     REIMAGINING RESIDENCY GRANT
(54) REGENTS OF THE UNIVERSITY OF CALIFORNIA - DAVIS
ONE SHIELDS AVENUE
DAVIS,CA95616 		94-6036494 STATE OF CA 20,000 0     MAP BP RESEARCH GRANT
(55) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM STREET
SAN FRANCISCO,CA94103 		94-6036493 STATE OF CA 85,000 0     EHR RESEARCH PROJECTS
(56) REGENTS OF THE UNIVERSITY OF CALIFORNIA - SAN FRANCISCO
1855 FOLSOM STREET
SAN FRANCISCO,CA94103 		94-6036493 STATE OF CA 35,000 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(57) RESEARCH AMERICA
1101 KING STREET SUITE 520
ALEXANDRIA,VA22314 		52-1609875 501(C)(3) 75,000 0     RESEARCH AMERICA'S ADVOCACY AWARDS
(58) ROCS FOUNDATION INC
2411 E SNOW MOUNTAIN DR
SANDY,UT84093 		84-4320099 501(C)(3) 10,000 0     SNOWBIRD HEALTH SUMMIT SPONSORSHIP
(59) RUSH UNIVERSITY MEDICAL CENTER
1700 WEST VAN BUREN STREET NO 153
CHICAGO,IL60612 		36-2174823 501(C)(3) 21,406 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(60) SOUTH DAKOTA STATE MEDICAL ASSOCIATION
2600 W 49TH ST
SIOUX FALLS,SD57105 		46-0213945 501(C)(6) 30,000 0     SCOPE OF PRACTICE GRANT
(61) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063 		94-1156365 501(C)(3) 275,000 0     REIMAGINING RESIDENCY GRANT
(62) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063 		94-1156365 501(C)(3) 20,000 0     EHR RESEARCH PROJECTS
(63) STANFORD UNIVERSITY
485 BROADWAY MAIL CODE 8838
REDWOOD CITY,CA94063 		94-1156365 501(C)(3) 20,000 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(64) TEXAS TECH PHYSICIANS ASSOCIATES
3601 4TH ST
LUBBOCK,TX79430 		75-2624210 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(65) THE NATIONAL LESBIAN AND GAY JOURNALISTS ASSOCIATION
2120 L STREET NW NO 850
WASHINGTON,DC20037 		94-3177380 501(C)(3) 7,500 0     ASSOCIATION OF LGBTQ JOURNALISTS NATIONAL CONVENTION SPONSORSHIP
(66) THOMAS JEFFERSON UNIVERSITY
125 S 9TH STREET
PHILADELPHIA,PA19107 		23-1352651 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(67) THOMAS JEFFERSON UNIVERSITY
125 S 9TH STREET
PHILADELPHIA,PA19107 		23-1352651 501(C)(3) 25,000 0     DIABETES PREVENTION CONCEPT CITY PROGRAM
(68) UNIVERSITY OF ARIZONA
1303 E UNIVERSITY BLVD BOX 3
TUCSON,AZ857190521 		74-2652689 STATE OF AZ 30,000 0     INNOVATION GRANT AWARD
(69) UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
PO BOX 45339
SAN FRANCISCO,CA94145 		94-2829914 501(C)(3) 10,000 0     SPONSORSHIP FOR SOLVE SUMMIT: ACCELERATING HEALTH EQUITY
(70) UNIVERSITY OF CINCINNATI PHYSICIANS INC
260 STETSON ST SUITE 4204
CINCINNATI,OH45219 		31-1246809 501(C)(3) 46,000 0     RESIDENT DIVERSITY LEADERSHIP PROGRAM GRANT
(71) UNIVERSITY OF HOUSTON
4543 POST OAK PLACE DR SUITE 250
HOUSTON,TX77027 		74-6041411 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(72) UNIVERSITY OF MINNESOTA PHYSICIANS
720 WASHINGTON AVE SE SUITE 200
MINNEAPOLIS,MN55414 		41-1843943 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(73) UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT DRIVE SUITE 2200 CB
1350
CHAPEL HILL,NC275991350 		56-6001393 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(74) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRIVE STOP 8356
GRAND FORKS,ND58202 		45-6002491 STATE OF ND 385,000 0     REIMAGINING RESIDENCY GRANT
(75) UNIVERSITY OF NORTH DAKOTA
264 CENTENNIAL DRIVE STOP 8356
GRAND FORKS,ND58202 		45-6002491 STATE OF ND 20,000 0     MAP BP RESEARCH GRANT
(76) UNIVERSITY OF SOUTHERN CALIFORNIA
3500 S FIGUEROA STREET SUITE 102
LOS ANGELES,CA900898001 		95-1642394 STATE OF CA 19,875 0     MAP BP RESEARCH GRANT
(77) UNIVERSITY OF WISCONSIN FOUNDATION
21 N PARK STREET
MADISON,WI537151218 		39-0743975 501(C)(3) 24,905 0     EHR RESEARCH PROJECTS
(78) UNIVERSITY OF WISCONSIN FOUNDATION
21 N PARK STREET
MADISON,WI537151218 		39-0743975 501(C)(3) 15,000 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(79) VANDERBILT UNIVERSITY
1501 NORTH PLANO ROAD
RICHARDSON,TX75081 		62-0476822 501(C)(3) 385,000 0     REIMAGINING RESIDENCY GRANT
(80) VANDERBILT UNIVERSITY
1501 NORTH PLANO ROAD
RICHARDSON,TX75081 		62-0476822 501(C)(3) 38,285 0     HEALTH SYSTEMS SCIENCE RESEARCH GRANT
(81) WAKE FOREST UNIVERSITY HEALTH SCIENCES
MEDICAL CENTER BOULEVARD
WINSTONSALEM,NC27157 		22-3849199 501(C)(3) 30,000 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
(82) WASHINGTON UNIVERSITY MEDICAL CENTER
1408 TOWER GROVE AVE
SAINT LOUIS,MO63110 		23-7060605 501(C)(3) 30,000 0     INNOVATION GRANT AWARD
(83) YALE UNIVERSITY
PO BOX 1873
NEW HAVEN,CT065081873 		06-0646973 501(C)(3) 21,875 0     EHR RESEARCH PROJECTS
(84) YALE UNIVERSITY
PO BOX 1873
NEW HAVEN,CT065081873 		06-0646973 501(C)(3) 19,239 0     SOLUTIONS TO INCREASE JOY IN MEDICINE GRANT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
70
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
14
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2021

Schedule I (Form 990) 2021
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 PRIMARILY 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) 2021



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
2021
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
Yes
 
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) 2021

Schedule J (Form 990) 2021
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, 1099-MISC compensation, and/or 1099-NEC (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
1JAMES L MADARA MD
EVP & CEO 		(i)

(ii)		 1,218,630
-------------
0 		1,171,835
-------------
0 		55,064
-------------
0 		98,400
-------------
0 		102,263
-------------
0 		2,646,192
-------------
0 		0
-------------
0
2KENNETH J SHARIGIAN
CHIEF STRATEGY OFFICER 		(i)

(ii)		 793,703
-------------
0 		684,339
-------------
0 		28,704
-------------
0 		17,400
-------------
0 		17,066
-------------
0 		1,541,212
-------------
0 		0
-------------
0
3THOMAS J EASLEY
SVP, PUBLISHING & MISSION OPERATIONS 		(i)

(ii)		 686,374
-------------
0 		515,854
-------------
0 		11,484
-------------
0 		17,400
-------------
0 		13,437
-------------
0 		1,244,549
-------------
0 		0
-------------
0
4LAURIE A S MCGRAW
SVP, HEALTH SOLUTIONS 		(i)

(ii)		 595,806
-------------
0 		506,381
-------------
0 		5,502
-------------
0 		17,400
-------------
0 		41,296
-------------
0 		1,166,385
-------------
0 		0
-------------
0
5HOWARD C BAUCHNER MD
SVP & EDITOR IN CHIEF, JAMA NETWORK 		(i)

(ii)		 582,045
-------------
0 		0
-------------
0 		513,128
-------------
0 		17,400
-------------
0 		51,329
-------------
0 		1,163,902
-------------
0 		0
-------------
0
6PHIL B FONTANAROSA MD
VP & ACTING EDITOR IN CHIEF, JAMA NW 		(i)

(ii)		 817,797
-------------
0 		183,000
-------------
0 		64,495
-------------
0 		17,400
-------------
0 		46,339
-------------
0 		1,129,031
-------------
0 		0
-------------
0
7THOMAS C GIANNULLI MD
SVP/CHIEF MEDICAL INFO OFFICER 		(i)

(ii)		 570,734
-------------
0 		484,123
-------------
0 		6,036
-------------
0 		17,400
-------------
0 		38,834
-------------
0 		1,117,127
-------------
0 		0
-------------
0
8TODD D UNGER
SVP & CHIEF EXPERIENCE OFFICER 		(i)

(ii)		 574,550
-------------
0 		394,712
-------------
0 		9,109
-------------
0 		17,400
-------------
0 		41,735
-------------
0 		1,037,506
-------------
0 		0
-------------
0
9BRIAN D VANDENBERG
SVP & GENERAL COUNSEL 		(i)

(ii)		 552,010
-------------
0 		378,243
-------------
0 		13,984
-------------
0 		0
-------------
0 		36,129
-------------
0 		980,366
-------------
0 		0
-------------
0
10DENISE M HAGERTY
SVP & CHIEF FINANCIAL OFFICER 		(i)

(ii)		 574,304
-------------
0 		321,222
-------------
0 		13,449
-------------
0 		17,400
-------------
0 		19,087
-------------
0 		945,462
-------------
0 		0
-------------
0
11RODRIGO A SIERRA
SVP & CHIEF COMMUNICATIONS OFFICER 		(i)

(ii)		 428,950
-------------
0 		290,464
-------------
0 		8,856
-------------
0 		17,400
-------------
0 		29,110
-------------
0 		774,780
-------------
0 		0
-------------
0
12GERALD E HARMON MD
PRESIDENT-ELECT/PRESIDENT 		(i)

(ii)		 268,060
-------------
0 		0
-------------
0 		17,416
-------------
0 		19,500
-------------
0 		0
-------------
0 		304,976
-------------
0 		0
-------------
0
13SUSAN R BAILEY MD
PRESIDENT/PAST PRESIDENT 		(i)

(ii)		 287,560
-------------
0 		0
-------------
0 		4,572
-------------
0 		0
-------------
0 		0
-------------
0 		292,132
-------------
0 		0
-------------
0
14S BOBBY MUKKAMALA MD
CHAIR-ELECT/CHAIR 		(i)

(ii)		 224,380
-------------
0 		0
-------------
0 		5,828
-------------
0 		19,500
-------------
0 		0
-------------
0 		249,708
-------------
0 		0
-------------
0
15BARBARA L MCANENY MD
FORMER TRUSTEE 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		206,510
-------------
0 		0
-------------
0 		0
-------------
0 		206,510
-------------
0 		206,510
-------------
0
16JACK RESNECK JR MD
TRUSTEE/PRESIDENT-ELECT 		(i)

(ii)		 189,280
-------------
0 		0
-------------
0 		2,875
-------------
0 		0
-------------
0 		0
-------------
0 		192,155
-------------
0 		0
-------------
0
17RUSSELL WH KRIDEL MD
CHAIR/PAST CHAIR 		(i)

(ii)		 154,140
-------------
0 		0
-------------
0 		10,291
-------------
0 		19,500
-------------
0 		0
-------------
0 		183,931
-------------
0 		0
-------------
0
18SANDRA ADAMSON FRYHOFER MD
TRUSTEE/CHAIR-ELECT 		(i)

(ii)		 161,740
-------------
0 		0
-------------
0 		7,447
-------------
0 		0
-------------
0 		0
-------------
0 		169,187
-------------
0 		0
-------------
0
19GEORGIA A TUTTLE MD
FORMER TRUSTEE 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		43,887
-------------
0 		0
-------------
0 		0
-------------
0 		43,887
-------------
0 		43,887
-------------
0
20ROBERT M WAH MD
FORMER TRUSTEE 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		35,340
-------------
0 		0
-------------
0 		0
-------------
0 		35,340
-------------
0 		35,340
-------------
0
21KARTHIK V SARMA
FORMER TRUSTEE 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		28,122
-------------
0 		0
-------------
0 		0
-------------
0 		28,122
-------------
0 		28,122
-------------
0
22WILLIAM E KOBLER MD
FORMER TRUSTEE 		(i)

(ii)		 0
-------------
0 		0
-------------
0 		18,266
-------------
0 		0
-------------
0 		0
-------------
0 		18,266
-------------
0 		18,266
-------------
0
Schedule J (Form 990) 2021

Schedule J (Form 990) 2021
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 $5,000 MAXIMUM ALLOWANCE (PER TERM) TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS. A PILOT PROGRAM THAT EXTENDS FROM NOVEMBER 2021 TO APRIL 2022 WILL PROVIDE ALL OTHER OFFICERS WITH A $1,250 ALLOWANCE TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS. THE CEO MAY UPGRADE TO THE LESSER OF FIRST CLASS OR BUSINESS CLASS TRAVEL FOR FLIGHTS OF THREE (3) HOURS OR MORE.
PART I, LINE 4A: CONTRACTUAL SEPARATION PAYMENTS TOTALING $496,934 WERE MADE DURING THE YEAR TO HOWARD C. BAUCHNER, M.D. UNDER A VOLUNTARY SEPARATION AGREEMENT ENTERED INTO BY THE EMPLOYEE AND THE ORGANIZATION.
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: BARBARA L. MCANENY, M.D. $206,510 GEORGIA A. TUTTLE, M.D. $43,887 ROBERT M. WAH, M.D. $35,340 KARTHIK V. SARMA $28,122 WILLIAM E. KOBLER, M.D. $18,266 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. NO PAYMENTS WERE MADE IN 2021.
Schedule J (Form 990) 2021

Additional Data


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

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
2021
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 2021 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 2021 FORM 990 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 INFORMATION PROVIDED BY INDEPENDENT THIRD-PARTY COMPENSATION CONSULTING/SURVEY FIRMS. EXTERNAL COMPENSATION BENCHMARKS ARE 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. THE INDEPENDENT COMPENSATION CONSULTANT EMPLOYED BY THE COMPENSATION COMMITTEE ASSISTS 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 INCOME OF SUBSIDIARY 3,318,758. DEFINED BENEFIT POSTRETIREMENT HEALTH PLANS OTHER THAN EXPENSE 5,309,372. EQUITY IN EARNINGS OF ADAM STREET 1847 FUND LP 14,943,117. REVERSAL OF GRANT EXPENSES 22,861.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) 2021


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
2021
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) 2021
Schedule R (Form 990) 2021
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 22,561 2,930,737 100.000 % Yes  
(2) HEALTH2047 INC

330 N WABASH AVENUE SUITE 39300
CHICAGO,IL606115885
47-4308879 		PROFESSIONAL, SCIENTIFIC AND TECHNICAL SERVICES IL AMERICAN MEDICAL ASSOCIATION
  		C 1,896,682 31,522,919 100.000 % Yes  
(3) FIRST MILE CARE INC

3000 SAND HILL ROAD 3-210
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 17,646,926 68,532,398 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 37,551,442 61,282,884 100.000 % Yes  
(7) AMA INNOVATIONS 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  
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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
 
No
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
Yes
 
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 3,558,281 COST/FAIR MARKET VALUE
(2) AMA INSURANCE AGENCY INC

 A 944,393 COST/FAIR MARKET VALUE
(3) AMA INSURANCE AGENCY INC

 L 713,760 COST/FAIR MARKET VALUE
(4) AMA INNOVATIONS INC

 Q 631,642 COST/FAIR MARKET VALUE
(5) AMA INNOVATIONS INC

 A 397,200 COST/FAIR MARKET VALUE
(6) AMA INNOVATIONS INC

 L 162,345 COST/FAIR MARKET VALUE
(7) AMA SERVICES INC

 Q 4,829 COST/FAIR MARKET VALUE
(8) AMA SERVICES INC

 F 6,900,000 COST/FAIR MARKET VALUE
(9) AMERICAN MEDICAL ASSURANCE COMPANY

 Q 1,273 COST/FAIR MARKET VALUE
(10) AMERICAN MEDICAL ASSURANCE COMPANY

 L 18,432 COST/FAIR MARKET VALUE
(11) HEALTH2047 INC

 Q 477,928 COST/FAIR MARKET VALUE
(12) HEALTH2047 INC

 L 50,885 COST/FAIR MARKET VALUE
(13) ADAMS STREET 1847 FUND LP

 R 21,068,523 COST/FAIR MARKET VALUE
(14) ADAMS STREET 1847 FUND LP

 S 10,798,101 COST/FAIR MARKET VALUE
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
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) 2021
Schedule R (Form 990) 2021
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) 2021

Additional Data


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