Civic Intelligence

The American Academy of Allergy Asthma and Immunology

EIN 39-6061326 • 501(c)3 • Milwaukee, WI

Profile

The advancement and practice of allergy and immunology through meetings, education, and by promoting and stimulating research and study for optimal patient care.

555 E Wells 1100Milwaukee, WI 53202

www.aaaai.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.17x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.39x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

12th percentile

$91,667

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

65th percentile

9.6%

Faster asset growth than 65% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

9.6%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$41,482,525

Up $3,642,892 (+9.6%) from 2023

Liabilities

Up

$6,864,485

Up $1,718,137 (+33%) from 2023

Net Assets

Up

$34,618,040

Up $1,924,755 (+5.9%) from 2023

Revenue

Up

$17,597,093

Up $1,546,889 (+9.6%) from 2023

Expenses

Up

$15,673,255

Up $1,667,978 (+12%) from 2023

Net Income

Down

$1,923,838

Down $121,089 (-5.9%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2010: $21,588,192Liabilities 2010: $3,426,924Net Assets 2010: $18,161,2682010Assets 2011: $22,052,437Liabilities 2011: $3,432,917Net Assets 2011: $18,619,5202011Assets 2012: $25,147,716Liabilities 2012: $3,781,328Net Assets 2012: $21,366,3882012Assets 2013: $20,299,511Liabilities 2013: $3,741,126Net Assets 2013: $16,558,3852013Assets 2014: $20,453,547Liabilities 2014: $3,855,011Net Assets 2014: $16,598,5362014Assets 2015: $19,644,159Liabilities 2015: $3,915,939Net Assets 2015: $15,728,2202015Assets 2016: $19,017,533Liabilities 2016: $3,350,473Net Assets 2016: $15,667,0602016Assets 2017: $21,350,415Liabilities 2017: $3,637,310Net Assets 2017: $17,713,1052017Assets 2018: $22,385,255Liabilities 2018: $4,261,487Net Assets 2018: $18,123,7682018Assets 2019: $27,719,745Liabilities 2019: $3,739,431Net Assets 2019: $23,980,3142019Assets 2020: $22,733,884Liabilities 2020: $1,657,989Net Assets 2020: $21,075,8952020Assets 2021: $33,844,357Liabilities 2021: $3,611,893Net Assets 2021: $30,232,4642021Assets 2022: $32,853,549Liabilities 2022: $4,544,598Net Assets 2022: $28,308,9512022Assets 2023: $37,839,633Liabilities 2023: $5,146,348Net Assets 2023: $32,693,2852023Assets 2024: $41,482,525Liabilities 2024: $6,864,485Net Assets 2024: $34,618,0402024

Highlighted filing

2024

Assets$41,482,525
Liabilities$6,864,485
Net Assets$34,618,040

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MRevenue 2010: $9,928,138Expenses 2010: $9,636,740Net Income 2010: $291,3982010Expenses 2011: $10,245,7842011Expenses 2012: $10,690,1002012Revenue 2013: $14,358,777Expenses 2013: $20,221,792Net Income 2013: -$5,863,0152013Revenue 2014: $11,626,696Expenses 2014: $11,495,565Net Income 2014: $131,1312014Revenue 2015: $11,265,780Expenses 2015: $11,385,217Net Income 2015: -$119,4372015Revenue 2016: $12,164,367Expenses 2016: $12,908,037Net Income 2016: -$743,6702016Revenue 2017: $11,941,478Expenses 2017: $11,273,514Net Income 2017: $667,9642017Revenue 2018: $14,936,618Expenses 2018: $12,978,185Net Income 2018: $1,958,4332018Revenue 2019: $15,946,824Expenses 2019: $13,204,425Net Income 2019: $2,742,3992019Revenue 2020: $7,163,340Expenses 2020: $10,109,046Net Income 2020: -$2,945,7062020Revenue 2021: $17,541,887Expenses 2021: $9,817,809Net Income 2021: $7,724,0782021Revenue 2022: $15,908,596Expenses 2022: $13,334,976Net Income 2022: $2,573,6202022Revenue 2023: $16,050,204Expenses 2023: $14,005,277Net Income 2023: $2,044,9272023Revenue 2024: $17,597,093Expenses 2024: $15,673,255Net Income 2024: $1,923,8382024

Highlighted filing

2024

Revenue$17,597,093
Expenses$15,673,255
Net Income$1,923,838

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.5$6.86$34.6$17.6$15.7$1.92
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$5.15$32.7$16.1$14.0$2.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$4.54$28.3$15.9$13.3$2.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$3.61$30.2$17.5$9.82$7.72
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$1.66$21.1$7.16$10.1$2.95
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$3.74$24.0$15.9$13.2$2.74
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$4.26$18.1$14.9$13.0$1.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$3.64$17.7$11.9$11.3$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.0$3.35$15.7$12.2$12.9$0.74
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.6$3.92$15.7$11.3$11.4$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.5$3.86$16.6$11.6$11.5$0.13
2013Detailed filing. Detailed filing data is available for this year.$20.3$3.74$16.6$14.4$20.2$5.86
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$3.78$21.4$10.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$3.43$18.6$10.2
2010Summary only. Only limited summary data is available for this year.$21.6$3.43$18.2$9.93$9.64$0.29
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$16,214,424
Mission and Program Overview

Mission

The advancement and practice of allergy and immunology through meetings, education, and by promoting and stimulating research and study for optimal patient care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,976,409$18,422,309▼ $3,554,100
Cash and Non-Interest-Bearing Accounts$9,461,494$11,916,941▲ $2,455,447
Accounts Receivable$852,352$947,439▲ $95,087
Savings and Temporary Cash Investments$592,388$594,226▲ $1,838
Prepaid Expenses and Deferred Charges$370,213$541,213▲ $171,000
Pledges and Grants Receivable$285,648$199,398▼ $86,250
Total Assets$33,844,357$32,853,549▼ $990,808
Other Assets Total$305,853$232,023▼ $73,830
Liabilities
Deferred Revenue$3,301,616$3,984,385▲ $682,769
Accounts Payable and Accrued Expenses$130,277$522,713▲ $392,436
Grants Payable$180,000$37,500▼ $142,500
Total Liabilities$3,611,893$4,544,598▲ $932,705
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$29,368,215$27,901,130▼ $1,467,085
Net Assets With Donor Restrictions$864,249$407,821▼ $456,428
Total Net Assets Fund Balance$30,232,464$28,308,951▼ $1,923,513
Total Liabilities and Net Assets / Fund Balance$33,844,357$32,853,549▼ $990,808
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
David a Khan MdPresidentPT$50,000$50,000
Wanda Phipatanakul MdDirector-$3,845$3,845
Leonard B Bacharier MdDirector-$3,500$3,500
Carla M Davis MdDirector-$3,000$3,000
Thomas a Fleisher MdExecutive Vice-presidentPT$2,000$2,000
Anna H Nowak-wegrzyn Md PhdDirector-$1,500$1,500

Highest Paid Contractors

ContractorServicesLocationCompensation
Executive Director INCManagement And Meeting Planning555 EAST WELLS STREET SUITE 1100, Milwaukee, WI 53202$5,391,439
Medscapre LLCEducation Project Management395 HUDSON STREET 3RD FLOOR, New York, NY 10014$361,688
Hart Health Strategies INCAdvocacy Services611 PENNSYLVANIA AVENUE SE 393, Washington, DC 20003$162,000
Arbormetrix INCRegistry Services339 E LIBERTY STREET SUITE 210, Ann Arbor, MI 48104$153,000
Revenue and Support

Revenue Composition

Contributions and Grants
$2,346,844
Program Service Revenue
$10,000,156
Investment Income
$950,004
Other Revenue
$2,611,592
All Other Contributions
$416,000
Change in Net Assets
$2,573,620

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,881,621
Revenue Not Reported on Financial Statements
$26,975
Revenue Not Reported on Form 990
$-4,497,133
Total Revenue per Audited Statements
$11,384,488
Total Revenue per Form 990
$15,908,596
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,214,976
Grants and Similar Amounts Paid$120,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$542,348$4,902,483-$5,444,831
Conferences and Meetings$2,311,085$58,916-$2,370,001
Fees for Services Other$714,123$161,728-$875,851
Travel$626,253$73,962-$700,215
Information Technology$626,900$419-$627,319
Advertising$327,591$21,785-$349,376
Office Expenses$85,970$173,561-$259,531
Fees for Services Lobbying-$162,000-$162,000
Grants to Domestic Orgs$120,000--$120,000
Depreciation Depletion$74,714--$74,714
Insurance$5,654$61,857-$67,511
Fees for Services Accounting-$42,048-$42,048
Fees for Services Legal-$34,105-$34,105
Fees for Service Investment Mgmnt Fees-$26,975-$26,975
All Other Expenses$18,373$2,111-$20,484
Other Expenses$22,600$3,043-$3,043
Total Functional Expenses$7,390,409$5,944,567$0$13,334,976

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,334,976
Expenses per Audited Statements$13,308,001
Total Expenses per Audited Statements$13,308,001
Expenses Not Reported on Financial Statements$26,975
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Lung AssociationNew York, NY501c3Respiratory Diseases Research Award$75,000
Yale UniveristyNew Haven, CT501c3Educator Development Award$45,000

International Summary

Offices
0
Employees
7
Spending
$20,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)Program ServicesPublications04$12,500
East Asia and the PacificProgram ServicesPublications03$7,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

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 teh resolution of those conflicts.

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.

Filing and Contact Details

Filer

Filer Name
The American Academy of Allergy Asthma
EIN
39-6061326
Phone
4142726071
Address
555 EAST WELLS 1100, MILWAUKEE, WI 53202

Signing Officer

Name
Frank Virant
Title
Secretary-treasurer
Phone
4142726071
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonahthan a Bernstein
Formed
1943
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
15
Employees
0
Volunteers
75

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Katherine Hoffman
Phone
4142717800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

No change from prior year.

Financial Statement Notes

PART X, LINE 2:

The organization operates as a nonprofit organization under section 501(c)(3) of the internal revenue code, and is classified as other than a private foundation. The organization has implemented accounting for uncertainty in income taxes in accordance with accounting principles generally accepted in the united states of america. This standard prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return and also provides guidance on various related matters such as derecognizing, interest, penalties and disclosures required. The organization recognizes interest and penalties, if any, related to unrecognized tax benefits in income tax expense.

Raw XML AppendixShowing 400 of 748 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsReceivableGrp/EOYAmt0947439
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ADVANCEMENT AND PRACTICE OF ALLERGY AND IMMUNOLOGY THROUGH MEETINGS, EDUCATION, AND BY PROMOTING AND STIMULATING RESEARCH AND STUDY FOR OPTIMAL PATIENT CARE.
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IRS990/BooksInCareOfDetail/PhoneNum04142766445
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 E WELLS STREET SUITE 1100
IRS990/BooksInCareOfDetail/USAddress/CityNm0MILWAUKEE
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IRS990/Desc0ANNUAL MEETING ANNUAL CONFERENCE DESIGNED HOLD VARIOUS SEMINARS, MEETINGS, AND EDUCATIONAL ACTIVITIES TO EDUCATE AND SHARE THE LATEST ADVANCES IN THE RESEARCH, DIAGNOSIS AND TREATMENT OF ALLERGIC AND IMMUNOLOGIC DISEASE. THIS IS DONE THROUGH A NATIONAL ANNUAL MEETING, REGIONAL LOCAL AND OTHER LIVE CONFERENCES AND AN ARRAY OF WRITTEN, AUDIO, VIDEO AND MULTIMEDIA ENDURING MATERIALS.
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IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042048
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IRS990/FeesForServicesLegalGrp/TotalAmt034105
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