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Nonprofiteer
← AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC

Form 990 for tax year 2024

Filed by AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC.

Totals

Total revenue
$14,999,961
Total expenses
$14,383,336
Contributions and grants received
$38,967
Grants paid
$1,326,119
Program service revenue
$10,376,138
Investment income
$4,442,781
Other revenue
$142,075
Total assets, end of year
$85,643,615
Total liabilities, end of year
$4,513,779
Net assets or fund balances, end of year
$81,129,836
Program services expenses (Part IX)
$13,134,426
Management and general expenses
$1,248,910
Fundraising expenses
$0
Program service expenses (Part III)
$13,134,426

Program services were 91.3% 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

    $38,967

  • 2a · Program service revenue: PUBLICATIONS

    total $5,700,920 · related or exempt $5,523,255 · unrelated business $177,665

  • 2b · Program service revenue: ANNUAL MEETING

    total $2,951,118 · related or exempt $1,653,008 · excluded $1,298,110

  • 2c · Program service revenue: EDUCATION & CAREER

    total $947,085 · related or exempt $947,085

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $707,555 · related or exempt $707,555

  • 2e · Program service revenue: COMMUNICATIONS

    total $34,960 · related or exempt $34,960

  • 2f · All other program service revenue

    total $34,500 · related or exempt $34,500

  • 3 · Investment income

    total $1,325,935 · excluded $1,325,935

  • 5 · Royalties

    total $105,456 · excluded $105,456

  • 7a · Gross sales of assets other than inventory

    securities $25,875,188

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

    securities $22,621,731 · other assets $136,611

  • 7c · Gain or loss

    securities $3,253,457 · other assets -$136,611

  • 7d · Net gain or loss

    total $3,116,846 · excluded $3,116,846

  • 11a · Other revenue: WEBSITE JOB POSTING

    total $29,492 · unrelated business $29,492

  • 11b · Other revenue: ADVERTISING REVENUE

    total $6,960 · unrelated business $6,960

  • 11c · Other revenue: OTHER REVENUE

    total $167 · excluded $167

  • 11e · Other revenue, total

    $36,619

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $34,078 · program services $34,078

  • 2 · Grants to domestic individuals

    total $1,265,632 · program services $1,265,632

  • 3 · Grants to foreign organizations and individuals

    total $26,409 · program services $26,409

  • 5 · Compensation of officers, directors and key employees

    total $1,510,894 · program services $1,426,705 · management and general $84,189

  • 7 · Other salaries and wages

    total $3,113,766 · program services $2,942,015 · management and general $171,751

  • 8 · Pension plan contributions

    total $194,072 · program services $183,367 · management and general $10,705

  • 9 · Other employee benefits

    total $327,086 · program services $309,044 · management and general $18,042

  • 10 · Payroll taxes

    total $294,106 · program services $281,258 · management and general $12,848

  • 11b · Fees: legal

    total $174,937 · program services $161,108 · management and general $13,829

  • 11c · Fees: accounting

    total $45,738 · program services $42,122 · management and general $3,616

  • 11f · Fees: investment management

    total $497,632 · management and general $497,632

  • 11g · Fees: other

    total $1,640,606 · program services $1,513,399 · management and general $127,207

  • 12 · Advertising and promotion

    total $29,146 · program services $28,311 · management and general $835

  • 13 · Office expenses

    total $482,163 · program services $465,003 · management and general $17,160

  • 14 · Information technology

    total $1,132,592 · program services $1,082,861 · management and general $49,731

  • 16 · Occupancy

    total $283,373 · program services $226,705 · management and general $56,668

  • 17 · Travel

    total $205,031 · program services $156,072 · management and general $48,959

  • 19 · Conferences, conventions and meetings

    total $2,151,012 · program services $2,086,602 · management and general $64,410

  • 20 · Interest

    total $63 · program services $50 · management and general $13

  • 22 · Depreciation, depletion and amortization

    total $263,064 · program services $237,750 · management and general $25,314

  • 23 · Insurance

    total $74,568 · program services $63,479 · management and general $11,089

  • 24a · Other expenses: INCOME TAX EXPENSE

    total $28,787 · management and general $28,787

  • 24b · Other expenses: PUBLICATION SALES

    total $432,688 · program services $432,688

  • 24c · Other expenses: DUES AND SUBSCRIPTION

    total $148,160 · program services $143,049 · management and general $5,111

  • 24d · Other expenses: OTHER EXPENSES

    total $16,343 · program services $15,722 · management and general $621

  • 24e · All other expenses

    total $11,390 · program services $10,997 · management and general $393

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,671,759 · end of year $1,253,953

  • 2 · Savings and temporary cash investments

    beginning of year $1,276,446 · end of year $1,570,737

  • 4 · Accounts receivable

    beginning of year $164,111 · end of year $105,877

  • 9 · Prepaid expenses and deferred charges

    beginning of year $313,984 · end of year $259,581

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

    $1,653,886

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

    $1,413,412

  • 10c · Land, buildings and equipment, net

    beginning of year $606,902 · end of year $240,474

  • 11 · Investments: publicly traded securities

    beginning of year $67,314,176 · end of year $71,215,339

  • 12 · Investments: other securities

    beginning of year $8,749,139 · end of year $9,685,339

  • 15 · Other assets

    beginning of year $1,475,758 · end of year $1,312,315

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,305,690 · end of year $1,108,601

  • 19 · Deferred revenue

    beginning of year $3,339,608 · end of year $1,819,184

  • 25 · Other liabilities

    beginning of year $1,882,654 · end of year $1,585,994

  • 27 · Net assets without donor restrictions

    beginning of year $75,952,435 · end of year $81,048,448

  • 28 · Net assets with donor restrictions

    beginning of year $91,888 · end of year $81,388

Mission and programs · 2024

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 INFOMRATION 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 EDUCATIONAL 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)

AAI'S MISSION IS 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. TRAINEES MAY ATTEND THE MEETING AT A SIGNIFICANTLY REDUCED COSTS, AND THEY ARE ENCOURAGED TO PURSUE SPEAKING OPPORTUNITIES AT THE MEETING AND TO ATTEND PROGRAMS AND SEMINARS GEARED TOWARD IMMUNOLOGY STUDENTS AND EARLY CAREER IMMUNOLOGISTS. INCLUDED AMONG THE WORKSHOPS AT THE ANNUAL MEETING ARE PROGRAMS ON GRANT WRITING, FUNDING OPPORTUNITIES FOR IMMUNOLOGISTS, CAREERS IN SCIENCE, AND PROFESSIONAL CIRCUMSTANCES AND CHALLENGES UNIQUE TO WOMEN AND UNDERREPRESENTED MINORITIES IN SCIENCE AND ACADEMICS. AT THE ANNUAL MEETING, AAI ALSO SPONSORS A CAREER RESOURCE PROGRAM FOR ALL REGISTRANTS. THIS PROGRAM PROVIDES ATTENDEES THE OPPORTUNITY TO POST THEIR CVS, LEARN ABOUT JOB OPPORTUNITIES, AND ATTEND SEMINARS ON INTERVIEWING FOR JOBS AND PREPARING RESUMES.

    Expenses $3,543,412 · Revenue $2,951,118

  • 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 $3,350,773 · Revenue $5,700,920

  • AWARDS: THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS ANNUALLY HONORS THE RESEARCH ACHIEVEMENTS AND PROFESSIONAL PROMISE OF OVER 1,000 SCIENTISTS THROUGH FELLOWSHIPS, CAREER AWARDS, AND TRAVEL GRANTS. AAI FELLOWSHIPS PROVIDE REGULAR AND TRAINEE MEMBERS WITH CAREER ADVANCEMENT OPPORTUNITIES THROUGH PROGRAMS SUPPORTING TRAINEES' SALARIES AND PUBLIC POLICY EDUCATION. AAI CAREER AWARDS HONOR INDIVIDUALS FOR OUTSTANDING RESEARCH AND CAREER ACHIEVEMENTS. AAI MEMBERS ARE ELIGIBLE FOR THESE CAREER AWARDS, WHICH ARE AMONG THE LEADING PROFESSIONAL HONORS PRESENTED ANNUALLY TO IMMUNOLOGISTS. AAI TRAVEL AWARDS AND GRANTS RECOGNIZE THE PROMISE AND BOLSTER THE PROFESSIONAL DEVELOPMENT OF INVESTIGATORS OF ALL CAREER STAGES BY ASSISTING THEM WITH TRAVEL TO THE AAI ANNUAL MEETING AND TRAVEL TO LEARN TECHNIQUES. IN ITS COMMITMENT TO THE CULTIVATION OF CAREER OPPORTUNITIES FOR PROMISING YOUNG SCIENTISTS, AAI ALSO PROVIDES SUPPORT FOR OVER 100 TRAVEL AWARDS AT SELECTED OTHER IMMUNOLOGY CONFERENCES.

    Expenses $1,582,248 · Grants $1,326,119 · Revenue $34,500

  • COMMUNICATIONS

    Expenses $1,410,681 · Revenue $34,960

  • EDUCATION AND CAREER

    Expenses $1,205,202 · Revenue $947,085

  • POLICY AND GOVERNMENT AFFAIRS

    Expenses $790,507

  • MEMBERSHIP

    Expenses $701,338 · Revenue $707,555

  • MARKETING

    Expenses $550,265

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ulrich H Von Andrian MD

    VICE PRESIDENT EFF. 7/2024

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

  • Avery August PhD

    COUNCILOR

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joan Goverman PhD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Akiko Iwasaki PhD

    PAST PRESIDENT, EFF. 7/2024

    Total calculated
    $0
    Hours/week
    3

  • Stephen Jameson PhD

    PRESIDENT EFF. 7/2024

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

  • Mark Davis PhD

    PAST PRESIDENT - UNTIL 6/2024

    Total calculated
    $0
    Hours/week
    3

  • Susan M Kaech PhD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Maria-Luisa Alegre MD PhD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Donna Farber PhD

    COUNCILOR

    Total calculated
    $0
    Hours/week
    1

  • Loretta Doan PhD

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $515,280
    From this org
    $452,754
    From related orgs
    $0
    Other
    $62,526
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $387,132
    Bonus
    $40,000
    Other
    $25,622
    Deferred
    $37,350
    Nontaxable benefits
    $25,176
    Filer's total
    $515,280

  • Susan Medick CPA

    CHIEF FINANCE & OPERATIONS OFFICER

    Total calculated
    $353,814
    From this org
    $312,335
    From related orgs
    $0
    Other
    $41,479
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $294,791
    Bonus
    $12,000
    Other
    $5,544
    Deferred
    $29,725
    Nontaxable benefits
    $11,754
    Filer's total
    $353,814

  • Lauren Gross JD

    CHIEF POLICY & PROGRAM OFFICER

    Total calculated
    $373,857
    From this org
    $314,530
    From related orgs
    $0
    Other
    $59,327
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $296,297
    Bonus
    $10,000
    Other
    $8,233
    Deferred
    $58,032
    Nontaxable benefits
    $1,295
    Filer's total
    $373,857

  • Gwendolyn V Fortune-Blakely

    CHIEF MEMBERSHIP & ENGMT OFFICER

    Total calculated
    $292,718
    From this org
    $266,620
    From related orgs
    $0
    Other
    $26,098
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $260,000
    Bonus
    $2,000
    Other
    $4,620
    Deferred
    $26,000
    Nontaxable benefits
    $98
    Filer's total
    $292,718

  • Jacob D Schumacher

    DIRECTOR, GOVERNMENT AFFAIRS

    Total calculated
    $171,158
    From this org
    $143,647
    From related orgs
    $0
    Other
    $27,511
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $136,205
    Bonus
    $7,000
    Other
    $442
    Deferred
    $13,953
    Nontaxable benefits
    $13,558
    Filer's total
    $171,158

  • Dale Bengston

    DIRECTOR, IT

    Total calculated
    $191,764
    From this org
    $174,459
    From related orgs
    $0
    Other
    $17,305
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $165,920
    Bonus
    $5,000
    Other
    $3,539
    Deferred
    $16,560
    Nontaxable benefits
    $745
    Filer's total
    $191,764

  • Mary Litzinger PhD

    DIRECTOR, EDUCATION & CAREER DEV

    Total calculated
    $195,183
    From this org
    $165,704
    From related orgs
    $0
    Other
    $29,479
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $155,939
    Bonus
    $9,000
    Other
    $765
    Deferred
    $15,826
    Nontaxable benefits
    $13,653
    Filer's total
    $195,183

  • Catherine Wattenberg

    DIRECTOR, PUBLICATIONS

    Total calculated
    $199,120
    From this org
    $153,495
    From related orgs
    $0
    Other
    $45,625
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $140,339
    Bonus
    $10,000
    Other
    $3,156
    Deferred
    $14,945
    Nontaxable benefits
    $30,680
    Filer's total
    $199,120

  • Bryna E Burrell PhD

    SENIOR SCIENTIST

    Total calculated
    $170,172
    From this org
    $144,689
    From related orgs
    $0
    Other
    $25,483
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $141,234
    Bonus
    $3,000
    Other
    $455
    Deferred
    $14,309
    Nontaxable benefits
    $11,174
    Filer's total
    $170,172

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
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 7
EMPLOYEES ARE ELIGIBLE TO RECEIVE MERIT BONUSES.

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

  • AUTUMN IMMUNOLOGY CONFERENCE INC

    $7,000

    OUTREACH PROGRAM AWARD SUPPORT FOR YOUNG INVESTIGATORS FOR ABSTRACT AWARDS, PRESENTATION AWARDS AND SPONSORSHIP FOR MEET THE SPEAKER EVENT.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202513159349304776

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