Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 774,401 | 703,647 | 2,346,844 | 2,302,605 | 2,377,213 | 8,504,710 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 5,874,284 | 10,137,550 | 9,957,311 | 10,045,574 | 10,153,020 | 46,167,739 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | 6,648,685 | 10,841,197 | 12,304,155 | 12,348,179 | 12,530,233 | 54,672,449 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 18,367 | 1,369,156 | 2,895,150 | 2,132,358 | 2,893,784 | 9,308,815 |
| c | Add lines 7a and 7b.. | 18,367 | 1,369,156 | 2,895,150 | 2,132,358 | 2,893,784 | 9,308,815 |
| 8 | Public support. (Subtract line 7c from line 6.) | 45,363,634 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2020 | (b) 2021 | (c) 2022 | (d) 2023 | (e) 2024 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 6,648,685 | 10,841,197 | 12,304,155 | 12,348,179 | 12,530,233 | 54,672,449 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 490,971 | 764,423 | 3,074,054 | 3,396,145 | 3,618,702 | 11,344,295 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | 490,971 | 764,423 | 3,074,054 | 3,396,145 | 3,618,702 | 11,344,295 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 45,005 | 42,845 | 44,545 | 27,300 | 159,695 | |
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 5,891,262 | 159,248 | 291,789 | 242,346 | 6,584,645 | |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 7,139,656 | 17,541,887 | 15,580,302 | 16,080,658 | 16,418,581 | 72,761,084 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2024 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2024 |
(iii) Distributable Amount for 2024 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2024 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2024: | ||||
| a From 2019....... | ||||
| b From 2020....... | ||||
| c From 2021....... | ||||
| d From 2022....... | ||||
| e From 2023....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2024 distributable amount | ||||
|
i
Carryover from 2019 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2024 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2024 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2025. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2020..... | ||||
| b Excess from 2021..... | ||||
| c Excess from 2022..... | ||||
| d Excess from 2023..... | ||||
| e Excess from 2024..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS INCOME - 2022 AMOUNT: $ 159,248. 2023 AMOUNT: $ 291,789. 2024 AMOUNT: $ 242,346. INSURANCE SETTLEMENT - 2021 AMOUNT: $ 5,891,262. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | AAAAI IS IN A CONTRACT WITH EXECUTIVE DIRECTOR, INC., AN ASSOCIATION MANAGEMENT COMPANY. |
| FORM 990, PART VI, SECTION A, LINE 6 | AAAAI HAS THE FOLLOWING CLASSIFICATIONS OF MEMBERSHIP IN THE ORGANIZATION: - FULL MEMBERS - INTERNATIONAL MEMBERS - FELLOWS - INTERNATIONAL FELLOWS - ALLIED HEALTH MEMBERS - EMERITUS MEMBERS - EMERITUS FELLOWS - IN-TRAINING MEMBERS - DOCTORAL/POST DOCTORAL IN-TRAINING MEMBERS - INTERNATIONAL IN-TRAINING MEMBERS - RESIDENT MEMBERS - MEDICAL STUDENT MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | THE CLASSES OF MEMBERS OF AAAAI ENTITLED TO VOTE SHALL BE FELLOWS, INTERNATIONAL FELLOWS, FULL MEMBERS AND INTERNATIONAL MEMBERS. ANY MATTER TO BE DECIDED BY A VOTE OF ELIGIBLE VOTING MEMBERS SHALL, EXCEPT AS OTHERWISE PROVIDED HEREIN OR AS PROVIDED IN CH. 181 OF THE WISCONSIN STATUTES, BE DECIDED BY MAJORITY VOTE OF THESE MEMBERS PRESENT IN PERSON OR BY PROXY OR OTHERWISE BY MAILED OR ELECTRONIC BALLOT. ALL DIRECTORS SHALL BE ELECTED BY THE ELIGIBLE VOTING MEMBERS AT AN ANNUAL MEETING OR AAAAI IN ACCORDANCE WITH THE PROCEDURES SET FORTHIN ARTICLE VII OF THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BYLAWS MAY BE AMENDED, REPEALED OR ALTERED IN WHOLE OR IN PART BY AN AFFIRMATIVE VOTE OF MAJORITY OF ELIGIBLE VOTING MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS FIRST REVIEWED BY THE FINANCE COMMITTEE, WHICH IS COMPRISED OF THE OFFICERS OF THE ORGANIZATION. AFTER FULL REVIEW, IT IS PRESENTED TO THE REMAINING BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE 990 IS THEN SIGNED BY AN OFFICER OF THE ORGANIZATION, TYPICALLY THE SECRETARY-TREASURER. |
| FORM 990, PART VI, SECTION B, LINE 12C | DISCLOSURE MUST BE MADE IN WRITING THROUGH THE USE OF AN OFFICIAL DISCLOSURE FORM OR VIA AN ONLINE MANAGEMENT SYSTEM. THE COMPLETED FORMS MUST BE RETURNED PRIOR TO THE COMMENCEMENT OF AN OFFICE TERM, AND THESE FORMS MUST BE UPDATED WHENEVER CIRCUMSTANCES REQUIRE OR ONCE PER CALENDAR YEAR, WHICHEVER IS SOONER. ALL INFORMATION DISCLOSED IS REVIEWED TO IDENTIFY CONFLICTS OF INTEREST AND TO GUIDE THE RESOLUTION OF THOSE CONFLICTS. FOR LEADERS, REVIEWS WILL BE COMPLETED BY AN APPROPRIATE AAAAI COMMITTEE OR EXECUTIVE BODY. FOR FACULTY, REVIEWS WILL BE COMPLETED BY THE CONTINUING MEDICAL EDUCATION COMMITTEE OR THE ANNUAL MEETING PROGRAM COMMITTEE, DEPENDING ON THE ACTIVITY IN WHICH THE FACULTY MEMBER WILL POTENTIALLY BE INVOLVED. FOR AUTHORS, REVIEWS WILL BE COMPLETED BY THE PRACTICE DIAGNOSTICS AND THERAPEUTIC COMMITTEE. IN ALL CASES, AN INDIVIDUAL'S DISCLOSURE WILL BE REVIEWED IN THE CONTEXT OF THE ACTIVITY IN WHICH S/HE WILL POTENTIALLY BE PARTICIPATING. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE REVIEWERS WILL BE ASKED TO IDENTIFY AN APPROPRIATE MECHANISM FOR RESOLVING THE CONFLICT. THIS COULD POTENTIALLY INCLUDE ASKING THE INDIVIDUAL TO ALTER THE RELATIONSHIP WHICH CREATES THE CONFLICT, OR REMOVING THE INDIVIDUAL FROM INVOLVEMENT IN THE ACTIVITY. THE RESULTS OF EACH REVIEW WILL BE COMMUNICATED TO THE INDIVIDUAL AND THE ORGANIZATION PLANNING THE ACTIVITY TO FACILITATE THE RESOLUTION OF THE CONFLICT. THE INDIVIDUAL WILL BE EXPECTED TO DISCLOSE TO THE APPROPRIATE AUDIENCE ANY RELATIONSHIPS THAT WERE FOUND TO BE, OR TO PRESENT THE POTENTIAL FOR, CONFLICT OF INTEREST BY THE REVIEWER. |
| FORM 990, PART VI, SECTION B, LINE 15 | AAAAI IS MANAGED BY EXECUTIVE DIRECTOR, INC.. A FOR-PROFIT MANAGEMENT COMPANY. AAAAI HAS NO OFFICIAL EMPLOYEES, AS STAFFED ASSIGNED TO AAAAI ARE EMPLOYEES OF THE MANAGEMENT COMPANY. AAAAI ALSO DOES NOT HAVE ANYONE THAT FITS THE DEFINITION OF A KEY EMPLOYEE. THE CONTRACTED MANAGEMENT FEE IS REVIEWED YEARLY BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | AAAAI MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. REQUESTED DOCUMENTS ARE PROVIDED WITHIN A REASONABLE TIME FRAME. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 192,496. MANAGEMENT AND GENERAL EXPENSES 1,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,683. ILLUSTRATOR AND MEDICAL WRITER: PROGRAM SERVICE EXPENSES 62,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,539. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,286,815. MANAGEMENT AND GENERAL EXPENSES 178,265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,465,080. |
| FORM 990, PART XI, LINE 9: | REVERSAL OF PRIOR YEAR GRANT EXPENSES 34,219. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM THE PRIOR YEAR. |
| REASON FOR AMENDMENT | THE FORM 990 WAS AMENDED BECAUSE THE VERSION ORIGINALLY E-FILED DID NOT INCLUDE LAST-MINUTE CLIENT-REQUESTED CHANGES. A REVISED VERSION OF THE RETURN REFLECTING THESE CHANGES WAS PREPARED IN ADVANCE OF FILING; HOWEVER, DUE TO AN ADMINISTRATIVE OVERSIGHT, THE UPDATED VERSION WAS NOT RE-UPLOADED PRIOR TO RELEASE, AND THE EARLIER DRAFT WAS E-FILED INSTEAD. THIS AMENDED RETURN INCORPORATES ALL CLIENT-REQUESTED UPDATES AND CORRECTS THE INFORMATION THAT WAS INADVERTENTLY OMITTED FROM THE ORIGINALLY FILED RETURN. THESE CHANGES INCLUDE (1) PART III LINE 4C GRANTS CHANGED FROM $709,424 TO $440,831, (2) PART IX LINE 1(B) CHANGED FROM $410,342 TO $678,935 AND 24A(B) CHANGED FROM $1,637,201 TO $1,368,608 AND (3) REVISING SCHEDULE I. SCHEDULE I AMOUNTS WERE UPDATED TO REFLECT PAYMENTS MADE UNDER THE ACCRUAL BASIS OF ACCOUNTING RATHER THAN THE CASH BASIS. |
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