Civic Intelligence

Allergy Asthma & Immunology Education and Research Organization

EIN 45-1495723 • 501(c)3 • Milwaukee, WI

Profile

To serve organizations that are committed to improving patients' lives through support of research and training that advances the prevention, treatment and cure of allergies, asthma and other immunologic diseases; and fostering and providing financial support for professional career development in the field of allergy, asthma and immunology to increase the number and quality of persons involved in said field and improve access to treatment and cure of allergies, asthma and other immunology diseases.

555 East Wells 1100Milwaukee, WI 53202

n/A

Siviq Scores

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

Liabilities / Assets

37th percentile

0.08x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.63x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

48%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

20th percentile

$91,667

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

82%

Faster revenue growth than 90% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$23,802,413

Up $1,898,656 (+8.7%) from 2023

Liabilities

Up

$1,957,081

Up $357,616 (+22%) from 2023

Net Assets

Up

$21,845,332

Up $1,541,040 (+7.6%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin88th percentile

Revenue

Up

$3,119,040

Up $1,400,776 (+82%) from 2023

Expenses

Up

$1,632,696

Up $684,299 (+72%) from 2023

Net Income

Up

$1,486,344

Up $716,477 (+93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$30M$20M$10M$0Assets 2011: $0Liabilities 2011: $02011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012Assets 2013: $11,760,147Liabilities 2013: $49,792Net Assets 2013: $11,710,3552013Assets 2014: $12,417,206Liabilities 2014: $59,385Net Assets 2014: $12,357,8212014Assets 2015: $12,347,288Liabilities 2015: $142,061Net Assets 2015: $12,205,2272015Assets 2016: $13,582,830Liabilities 2016: $399,293Net Assets 2016: $13,183,5372016Assets 2017: $15,477,981Liabilities 2017: $3,708Net Assets 2017: $15,474,2732017Assets 2018: $15,209,286Liabilities 2018: $170,572Net Assets 2018: $15,038,7142018Assets 2019: $17,829,777Liabilities 2019: $1,312,820Net Assets 2019: $16,516,9572019Assets 2020: $19,499,281Liabilities 2020: $2,031,371Net Assets 2020: $17,467,9102020Assets 2021: $22,878,939Liabilities 2021: $1,842,064Net Assets 2021: $21,036,8752021Assets 2022: $19,357,004Liabilities 2022: $1,992,767Net Assets 2022: $17,364,2372022Assets 2023: $21,903,757Liabilities 2023: $1,599,465Net Assets 2023: $20,304,2922023Assets 2024: $23,802,413Liabilities 2024: $1,957,081Net Assets 2024: $21,845,3322024

Highlighted filing

2024

Assets$23,802,413
Liabilities$1,957,081
Net Assets$21,845,332
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $0Expenses 2011: $0Net Income 2011: $02011Revenue 2012: $0Expenses 2012: $0Net Income 2012: $02012Revenue 2013: $10,684,832Expenses 2013: $557,838Net Income 2013: $10,126,9942013Revenue 2014: $639,687Expenses 2014: $599,630Net Income 2014: $40,0572014Revenue 2015: $653,239Expenses 2015: $674,417Net Income 2015: -$21,1782015Revenue 2016: $1,077,877Expenses 2016: $692,527Net Income 2016: $385,3502016Revenue 2017: $929,677Expenses 2017: $682,598Net Income 2017: $247,0792017Revenue 2018: $1,788,591Expenses 2018: $812,200Net Income 2018: $976,3912018Revenue 2019: $1,771,278Expenses 2019: $1,209,496Net Income 2019: $561,7822019Revenue 2020: $670,870Expenses 2020: $1,147,999Net Income 2020: -$477,1292020Revenue 2021: $1,971,606Expenses 2021: $1,122,654Net Income 2021: $848,9522021Revenue 2022: $1,862,345Expenses 2022: $1,141,527Net Income 2022: $720,8182022Revenue 2023: $1,718,264Expenses 2023: $948,397Net Income 2023: $769,8672023Revenue 2024: $3,119,040Expenses 2024: $1,632,696Net Income 2024: $1,486,3442024

Highlighted filing

2024

Revenue$3,119,040
Expenses$1,632,696
Net Income$1,486,344
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,802,413
Liabilities
$1,957,081
Net assets
$21,845,332
Revenue
$3,119,040
Expenses
$1,632,696
Net income
$1,486,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$1.96$21.8$3.12$1.63$1.49
2023Detailed filing. Detailed filing data is available for this year.$21.9$1.60$20.3$1.72$0.95$0.77
2022Detailed filing. Detailed filing data is available for this year.$19.4$1.99$17.4$1.86$1.14$0.72
2021Detailed filing. Detailed filing data is available for this year.$22.9$1.84$21.0$1.97$1.12$0.85
2020Detailed filing. Detailed filing data is available for this year.$19.5$2.03$17.5$0.67$1.15$0.48
2019Detailed filing. Detailed filing data is available for this year.$17.8$1.31$16.5$1.77$1.21$0.56
2018Detailed filing. Detailed filing data is available for this year.$15.2$0.17$15.0$1.79$0.81$0.98
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$0.93$0.68$0.25
2016Detailed filing. Detailed filing data is available for this year.$13.6$0.40$13.2$1.08$0.69$0.39
2015Summary only. Only limited summary data is available for this year.$12.3$0.14$12.2$0.65$0.67$0.02
2014Detailed filing. Detailed filing data is available for this year.$12.4$0.06$12.4$0.64$0.60$0.04
2013Detailed filing. Detailed filing data is available for this year.$11.8$0.05$11.7$10.7$0.56$10.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$6,531,173
Mission and Program Overview

Mission

To serve organizations that are committed to improving patients' lives through support of research and training that advances the prevention, treatment and cure of allergies, asthma and other immunologic diseases; and fostering and providing financial support for professional career development in the field of allergy, asthma and immunology to increase the number and quality of persons involved in said field and improve access to treatment and cure of allergies, asthma and other immunology diseases.

To find treatments and cures for the millions of people suffering from allergies, asthma and other immunologic diseases by supporting education and research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,127,283$23,347,558▲ $2,220,275
Cash and Non-Interest-Bearing Accounts$709,839$352,161▼ $357,678
Accounts Receivable$32,824$99,416▲ $66,592
Prepaid Expenses and Deferred Charges$18,739$3,278▼ $15,461
Total Assets$21,903,757$23,802,413▲ $1,898,656
Other Assets Total$15,072$0▼ $15,072
Liabilities
Grants Payable$1,240,000$1,620,000▲ $380,000
Deferred Revenue$357,975$212,905▼ $145,070
Other Liabilities$0$119,427▲ $119,427
Accounts Payable and Accrued Expenses$1,490$4,749▲ $3,259
Total Liabilities$1,599,465$1,957,081▲ $357,616
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,304,292$21,845,332▲ $1,541,040
Total Net Assets Fund Balance$20,304,292$21,845,332▲ $1,541,040
Total Liabilities and Net Assets / Fund Balance$21,903,757$23,802,413▲ $1,898,656

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$20,194,793-▲ $2,077,206$663,648$21,608,351
2023$17,267,672-▲ $2,793,943$-133,178$20,194,793
2022$21,002,006-▼ $3,490,082$244,252$17,267,672
2021$17,461,571-▲ $2,787,095$-753,340$21,002,006
2020----$17,461,571
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleOtherTotal
Paul V Williams MdPresident$91,667$91,667
Jonathan a Bernstein MdImmediate Past President$18,333$18,333
Carla M Davis MdSecretary-treasurer$6,000$6,000
Wanda Phipatanakul MdDirector$3,825$3,825

Board Members and Trustees

NameTitle
David a Khan MdImmediate Past President (term End 2/24)
Frank Virant MdPresident-elect
Thomas a Fleisher MdExecutive Vice-president
Allison Ramsey MdDirector
Anil Nanda MdDirector
Anju T Peters MdDirector
Anna H Nowak-wegrzyn Md PhdDirector
Cem Akin Md PhdDirector
Denise a Diprimio-kalman DoDirector
Jordan Scott Orange MdDirector
Marcus Shaker MdDirector
Priya J Bansal MdDirector
Rebecca Scherzer MdDirector
Thanai Pongdee MdDirector
Leonard B Bacharier MdDirector (term End 2/24)
Stuart L Abramson Md PhdDirector (term End 2/24)
Tamara T Perry MdDirector (term End 2/24)

Highest Paid Contractors

ContractorServicesLocationCompensation
Executive Director INCManagement And Meeting Planning555 E WELLS STREET, Milwaukee, WI 53202$134,671
Revenue and Support

Revenue Composition

Contributions and Grants
$477,064
Program Service Revenue
$435,000
Investment Income
$2,052,412
Other Revenue
$154,564
All Other Contributions
$423,364
Change in Net Assets
$1,486,344

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded3$118,320
Total Noncash Contributions3$118,320

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,238,613
Revenue Not Reported on Financial Statements
$-119,573
Revenue Not Reported on Form 990
$54,696
Other Revenue Adjustments
$-149,476
Total Revenue per Audited Statements
$3,293,309
Total Revenue per Form 990
$3,119,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,400,000
Other Expenses$232,696
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,400,000--$1,400,000
Fees for Services Management$94,270$40,401-$134,671
Fees for Service Investment Mgmnt Fees-$29,903-$29,903
Office Expenses$26,418--$26,418
Conferences and Meetings$10,687--$10,687
Fees for Services Other$9,913--$9,913
Advertising$9,364--$9,364
Information Technology$7,872--$7,872
Travel$693--$693
Fees for Services Legal$470--$470
Other Expenses$376--$376
Fees for Services Accounting-$25-$25
Total Functional Expenses$1,562,367$70,329$0$1,632,696

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,752,269
Total Expenses per Form 990$1,632,696
Expenses per Audited Statements$1,602,793
Expenses Not Reported on Form 990$149,476
Expenses Not Reported on Financial Statements$29,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Carolina at Chapel HillAtlanta, GA501c3Faculty Development Award$300,000
University of PittsburghPittsburgh, PA501c32024 Aaaai Foundation Faculty Development Award$300,000
Vanderbilt University Medical CenterDallas, TX501c32024 Aaaai Foundation Faculty Development Award$300,000
Yale UniversityNew Haven, CT501c32024 Aaaai Foundation Faculty Development Award$300,000
Norhtwestern UniversityEvanston, IL501c32024 Aaaai Foundation Award to Sustain Research Excellence$100,000
THE CHILDREN'S HOSPITAL OF PHILADELPHIAPhiladelphia, PA501c32024 Aaaai Foundation Award to Sustain Research Excellence$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$466,175
Fundraising Direct Expenses$311,611
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Benefit Gala$312,600$258,900$52,080$206,820
Run/walk$207,275$207,275$91,221$116,054
Total Events$519,875$466,175$311,611$154,564
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party$119,427
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
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is comprised of the officers of the organization and one 3rd-4th year at-large board member. The executive committee shall execute and monitor the directives of the board of directors and may act on behalf of the organization in any matter when the board of directors is not in session, reporting to the board of directors for its ratification of the exective committee's actions.”

Form 990, Part VI, Section A, Line 3

“The american academy of allerrgy, asthma and immunology, a related organization, is in contract with executive directors, inc. (edi), an association management company. Edi is also engaged to perform services for american academy of allergy, asthma & immunology foundation, inc.”

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.”

Form 990, Part VI, Section C, Line 18

“SEE SCHEDULE O.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy and form 990 available for public inspection upon request. Requested documents are provided within a reasonable period of time.”

Filing and Contact Details

Filer

Filer Name
American Academy of Allergy Asthma
EIN
45-1495723
Phone
4142726071
Address
555 EAST WELLS 1100, MILWAUKEE, WI 53202

Signing Officer

Name
Leonard B Bacharier
Title
Secretary-treasurer
Phone
4142726071
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank S Virant Md
Formed
2011
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
14
Employees
0
Volunteers
13

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 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 updating part iv, question 15 to "no," removing the corresponding schedule f, and revising schedule i. Schedule i amounts were updated to reflect payments made under the accrual basis of accounting rather than the cash basis.”

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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Direct fundraising expenses (no direct benefit) -149,476.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Direct expenses without benefit to donor - special events 149,476.”

Raw XML AppendixShowing 400 of 701 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR (TERM END 2/24)
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