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Nonprofiteer
← AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC

Form 990 for tax year 2025

Filed by AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC.

Totals

Total revenue
$20,327,063
Total expenses
$12,586,246
Contributions and grants received
$29,650
Grants paid
$771,964
Program service revenue
$5,787,980
Investment income
$10,326,674
Other revenue
$4,182,759
Total assets, end of year
$91,524,702
Total liabilities, end of year
$2,654,049
Net assets or fund balances, end of year
$88,870,653
Program services expenses (Part IX)
$11,245,109
Management and general expenses
$1,341,137
Fundraising expenses
$0
Program service expenses (Part III)
$11,245,109

Program services were 89.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $29,650

  • 2a · Program service revenue: ANNUAL MEETING

    total $3,383,647 · related or exempt $2,254,629 · excluded $1,129,018

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $1,300,976 · related or exempt $1,300,976

  • 2c · Program service revenue: EDUCATION & CAREER

    total $1,035,533 · related or exempt $1,035,533

  • 2d · Program service revenue: AWARDS

    total $34,521 · related or exempt $34,521

  • 2e · Program service revenue: COMMUNICATIONS

    total $27,265 · related or exempt $27,265

  • 2f · All other program service revenue

    total $6,038 · related or exempt $38 · excluded $6,000

  • 3 · Investment income

    total $2,201,673 · excluded $2,201,673

  • 5 · Royalties

    total $4,125,285 · excluded $4,125,285

  • 7a · Gross sales of assets other than inventory

    securities $87,549,578

  • 7b · Less cost or other basis and sales expenses

    securities $79,424,577

  • 7c · Gain or loss

    securities $8,125,001

  • 7d · Net gain or loss

    total $8,125,001 · excluded $8,125,001

  • 11a · Other revenue: BAD DEBT RECOVERY

    total $22,619 · excluded $22,619

  • 11b · Other revenue: WEBSITE JOB POSTING

    total $21,803 · unrelated business $21,803

  • 11c · Other revenue: ADVERTISING REVENUE

    total $10,450 · unrelated business $10,450

  • 11d · All other revenue

    total $2,602 · excluded $2,602

  • 11e · Other revenue, total

    $57,474

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 2 · Grants to domestic individuals

    total $679,464 · program services $679,464

  • 3 · Grants to foreign organizations and individuals

    total $42,500 · program services $42,500

  • 5 · Compensation of officers, directors and key employees

    total $1,468,654 · program services $1,292,732 · management and general $175,922

  • 7 · Other salaries and wages

    total $3,308,281 · program services $2,912,002 · management and general $396,279

  • 8 · Pension plan contributions

    total $296,610 · program services $261,081 · management and general $35,529

  • 9 · Other employee benefits

    total $326,227 · program services $287,150 · management and general $39,077

  • 10 · Payroll taxes

    total $346,958 · program services $305,522 · management and general $41,436

  • 11b · Fees: legal

    total $212,080 · program services $192,091 · management and general $19,989

  • 11c · Fees: accounting

    total $49,455 · program services $44,794 · management and general $4,661

  • 11f · Fees: investment management

    total $164,377 · management and general $164,377

  • 11g · Fees: other

    total $1,190,556 · program services $1,078,344 · management and general $112,212

  • 12 · Advertising and promotion

    total $60,976 · program services $59,417 · management and general $1,559

  • 13 · Office expenses

    total $412,944 · program services $400,386 · management and general $12,558

  • 14 · Information technology

    total $686,574 · program services $624,315 · management and general $62,259

  • 16 · Occupancy

    total $293,839 · program services $218,275 · management and general $75,564

  • 17 · Travel

    total $429,581 · program services $385,023 · management and general $44,558

  • 19 · Conferences, conventions and meetings

    total $1,958,812 · program services $1,904,743 · management and general $54,069

  • 22 · Depreciation, depletion and amortization

    total $127,249 · program services $92,663 · management and general $34,586

  • 23 · Insurance

    total $69,731 · program services $55,653 · management and general $14,078

  • 24a · Other expenses: BANK & CREDIT CARD FEES

    total $160,866 · program services $146,461 · management and general $14,405

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $137,018 · program services $124,749 · management and general $12,269

  • 24c · Other expenses: STAFF TRAINING

    total $48,443 · program services $44,105 · management and general $4,338

  • 24d · Other expenses: INCOME TAX EXPENSE

    total $18,042 · management and general $18,042

  • 24e · All other expenses

    total $47,009 · program services $43,639 · management and general $3,370

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,253,953 · end of year $6,050

  • 2 · Savings and temporary cash investments

    beginning of year $1,570,737 · end of year $7,074,414

  • 4 · Accounts receivable

    beginning of year $105,877 · end of year $2,435,224

  • 9 · Prepaid expenses and deferred charges

    beginning of year $259,581 · end of year $1,163,196

  • 10a · Land, buildings and equipment: cost or other basis

    $1,468,213

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,262,365

  • 10c · Land, buildings and equipment, net

    beginning of year $240,474 · end of year $205,848

  • 11 · Investments: publicly traded securities

    beginning of year $71,215,339 · end of year $70,497,523

  • 12 · Investments: other securities

    beginning of year $9,685,339 · end of year $9,737,941

  • 15 · Other assets

    beginning of year $1,312,315 · end of year $404,506

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,108,601 · end of year $701,034

  • 19 · Deferred revenue

    beginning of year $1,819,184 · end of year $1,418,652

  • 25 · Other liabilities

    beginning of year $1,585,994 · end of year $534,363

  • 27 · Net assets without donor restrictions

    beginning of year $81,048,448 · end of year $88,801,015

  • 28 · Net assets with donor restrictions

    beginning of year $81,388 · end of year $69,638

Mission and programs · 2025

Mission

THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS (AAI) IS AN INTERNATIONAL ASSOCIATION REPRESENTING PROFESSIONALLY TRAINED SCIENTISTS WHO CONDUCT BASIC AND CLINICAL RESEARCH ON THE BIOLOGY OF THE IMMUNE SYSTEM. AAI IS DEDICATED TO ADVANCING THE KNOWLEDGE OF IMMUNOLOGY, FOSTERING THE INTERCHANGE OF IDEAS AND INFORMATION AMONG INVESTIGATORS, AND ADDRESSING THE POTENTIAL INTEGRATION OF IMMUNOLOGIC PRINCIPLES INTO CLINICAL PRACTICE. AAI SERVES ITS MEMBERS BY PROVIDING A CENTER FOR THE DISSEMINATION OF INFORMATION RELEVANT TO THE FIELD AND ITS PRACTICES SUCH AS EDUCATION AND PROFESSIONAL OPPORTUNITIES, SCIENTIFIC MEETINGS, MEMBERSHIP-DERIVED ISSUES AND OPINIONS, AND IMPORTANT SOCIAL AND POLITICAL MATTERS. AAI OWNS AND PUBLISHES THE JOURNAL OF IMMUNOLOGY--THE LARGEST AND MOST HIGHLY CITED JOURNAL IN THE FIELD.

Activities or mission (Part I)

TO IMPROVE GLOBAL HEALTH AND WELL-BEING BY ADVANCING IMMUNOLOGY AND ELEVATING PUBLIC UNDERSTANDING ABOUT THE IMMUNE SYSTEM.

  • ANNUAL MEETING: EACH YEAR AAI HOLDS AN ANNUAL MEETING WHICH DRAWS THOUSANDS OF ATTENDEES AND HUNDREDS OF EXHIBITORS. ATTENDEES INCLUDE BOTH AAI MEMBERS AND NON-MEMBERS WHO HAVE AN INTEREST IN IMMUNOLOGY. DURING THE ANNUAL MEETING, AAI OFFERS A VARIETY OF LECTURES, SEMINARS, AND SYMPOSIA ON SCIENTIFIC TOPICS RELATED TO THE FIELD OF IMMUNOLOGY, WHICH ARE AVAILABLE TO ALL ATTENDEES. MUCH OF THE CONTENT OF THE ANNUAL MEETING IS FOCUSED ON THE NEEDS AND INTERESTS OF STUDENTS AND TRAINEES IN IMMUNOLOGY. WORKSHOPS AT THE ANNUAL MEETING ARE PROGRAMS ON GRANT WRITING, FUNDING OPPORTUNITIES FOR IMMUNOLOGISTS, CAREERS IN SCIENCE, AND PROFESSIONAL CIRCUMSTANCES. AT THE ANNUAL MEETING, AAI ALSO SPONSORS A CAREER RESOURCE PROGRAM FOR ALL REGISTRANTS. THIS PROGRAM PROVIDE ATTENDEES THE OPPORTUNITY TO POST THEIR CVS, LEARN ABOUT JOB OPPORTUNITIES, AND ATTEND SEMINARS ON INTERVIEWING FOR JOBS AND PREPARING RESUMES.

    Expenses $3,732,603 · Grants $7,000 · Revenue $2,254,629

  • EDUCATION AND CAREER: AAI PROVIDES NUMEROUS OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND EDUCATION, INCLUDING INTENSIVE IMMUNOLOGY COURSES HELD EACH SUMMER AND FALL. CURRENTLY THERE ARE THREE IN-PERSON IMMUNOLOGY COURSES: INTRODUCTORY (OVER 100 ATTENDEES EACH YEAR), ADVANCED (OVER 200 ATTENDEES EACH YEAR), AND COMPUTATIONAL IMMUNOLOGY (OVER 200 ATTENDEES). IN ADDITION TO THE IN-PERSON COURSES, AAI ALSO OFFERS WEBINARS ON A VARIETY OF TOPICS.

    Expenses $1,458,411 · Revenue $1,035,533

  • PUBLICATIONS: THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS IS PROUD TO PUBLISH THE JOURNAL OF IMMUNOLOGY AND IMMUNOHORIZONS. AS ONE OF THE MOST HIGHLY CITED JOURNALS IN THE FIELD OF IMMUNOLOGY, THE JI IS COMMITTED TO DESCRIBING AND PUBLISHING NOVEL FINDINGS IN ALL AREAS OF EXPERIMENTAL IMMUNOLOGY, INCLUDING BASIC AND CLINICAL STUDIES. IMMUNOHORIZONS IS A FULLY OPEN ACCESS PEER-REVIEWED JOURNAL, COMMITTED TO ADVANCING THE KNOWLEDGE OF IMMUNOLOGY AND IMMUNOLOGY EDUCATION.

    Expenses $1,443,251 · Revenue $38

  • COMMUNICATIONS

    Expenses $1,187,894 · Revenue $27,265

  • AWARDS

    Expenses $984,973 · Grants $764,964 · Revenue $34,521

  • POLICY AND GOVERNMENT AFFAIRS

    Expenses $832,948

  • MEMBERSHIP

    Expenses $832,412 · Revenue $1,300,976

  • MARKETING

    Expenses $457,978

  • BUSINESS DEVELOPMENT

    Expenses $314,639

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ulrich H Von Andrian MD

    TRANS. VP TO PRES 07/25

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Avery August PhD

    TRANS. COUNCILOR TO VP 07/25

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Joan Goverman PhD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Stephen Jameson PhD

    TRANS. PRES TO PAST PRES 07/25

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • Akiko Iwasaki PhD

    PAST PRESIDENT (UNTIL 06/25)

    Total calculated
    $0
    Hours/week
    3

  • Susan M Kaech PhD

    COUNCILOR

    Total calculated
    $200
    From this org
    $200
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Maria-Luisa Alegre MD PhD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Donna L Farber PhD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Gwendalyn J Randolph PhD

    COUNCILOR (FROM 07/25)

    Total calculated
    $0
    Hours/week
    1

  • Loretta Doan PhD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $556,735
    From this org
    $480,253
    From related orgs
    $0
    Other
    $76,482
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $426,485
    Bonus
    $42,000
    Other
    $11,768
    Deferred
    $58,500
    Nontaxable benefits
    $17,982
    Filer's total
    $556,735

  • Susan Medick CPA

    CHIEF FINANCE & OPERATIONS OFFICER

    Total calculated
    $373,474
    From this org
    $332,280
    From related orgs
    $0
    Other
    $41,194
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $310,200
    Bonus
    $14,000
    Other
    $8,080
    Deferred
    $31,211
    Nontaxable benefits
    $9,983
    Filer's total
    $373,474

  • Gwendolyn Fortune-Blakely

    CHIEF MEMBER. & ENGAGEMENT OFFICER

    Total calculated
    $317,975
    From this org
    $290,675
    From related orgs
    $0
    Other
    $27,300
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $275,178
    Bonus
    $14,000
    Other
    $1,497
    Deferred
    $27,300
    Nontaxable benefits
    $0
    Filer's total
    $317,975

  • Lauren Gross JD

    CPPO (UNTIL 03/25)

    Total calculated
    $220,470
    From this org
    $214,084
    From related orgs
    $0
    Other
    $6,386
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $204,084
    Bonus
    $10,000
    Other
    $0
    Deferred
    $6,386
    Nontaxable benefits
    $0
    Filer's total
    $220,470

  • Dale Bengston

    DIRECTOR IT

    Total calculated
    $216,216
    From this org
    $196,958
    From related orgs
    $0
    Other
    $19,258
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $182,758
    Bonus
    $13,000
    Other
    $1,200
    Deferred
    $18,058
    Nontaxable benefits
    $1,200
    Filer's total
    $216,216

  • Jill Treby

    DIRECTOR MEMBERSHIP

    Total calculated
    $212,989
    From this org
    $189,096
    From related orgs
    $0
    Other
    $23,893
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $160,372
    Bonus
    $7,000
    Other
    $21,724
    Deferred
    $16,469
    Nontaxable benefits
    $7,424
    Filer's total
    $212,989

  • Mary Litzinger PhD

    SR DIRECTOR SCIENCE & EDUCATION

    Total calculated
    $214,064
    From this org
    $185,719
    From related orgs
    $0
    Other
    $28,345
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $165,271
    Bonus
    $9,000
    Other
    $11,448
    Deferred
    $16,897
    Nontaxable benefits
    $11,448
    Filer's total
    $214,064

  • Bryna Burrell PhD

    DIRECTOR SCIENTIFIC AFFAIRS

    Total calculated
    $182,009
    From this org
    $159,403
    From related orgs
    $0
    Other
    $22,606
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,607
    Bonus
    $6,000
    Other
    $7,796
    Deferred
    $14,810
    Nontaxable benefits
    $7,796
    Filer's total
    $182,009

  • Molly Ferns

    DIRECTOR MARKETING

    Total calculated
    $170,479
    From this org
    $154,718
    From related orgs
    $0
    Other
    $15,761
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,517
    Bonus
    $8,000
    Other
    $1,201
    Deferred
    $14,560
    Nontaxable benefits
    $1,201
    Filer's total
    $170,479

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
DURING THE YEAR, JILL TREBY RECEIVED A SEVERANCE PAYMENT OF $14,300.
PART I, LINE 7
EMPLOYEES ARE ELIGIBLE TO RECEIVE MERIT BONUSES WHICH ARE REPORTED IN PART II, COLUMN (B)(II).

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
24 September 2026
IRS schema version
2025v4.2
Source object
202602679349300715

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