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← AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC

Form 990 for tax year 2022

Filed by AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC.

Totals

Total revenue
$9,922,476
Total expenses
$13,217,561
Contributions and grants received
$53,570
Grants paid
$2,157,852
Program service revenue
$9,586,312
Investment income
$185,806
Other revenue
$96,788
Total assets, end of year
$75,684,116
Total liabilities, end of year
$7,105,449
Net assets or fund balances, end of year
$68,578,667
Program services expenses (Part IX)
$10,715,303
Management and general expenses
$2,502,258
Fundraising expenses
$0
Program service expenses (Part III)
$10,715,303

Program services were 81.1% 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

    $53,570

  • 2a · Program service revenue: JOURNAL OF IMMUNOLOGY

    total $5,470,982 · related or exempt $5,139,252 · unrelated business $331,730

  • 2b · Program service revenue: ANNUAL MEETING

    total $2,358,131 · related or exempt $1,511,941 · excluded $846,190

  • 2c · Program service revenue: IMMUNOLOGY COURSES

    total $910,072 · related or exempt $910,072

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $721,303 · related or exempt $721,303

  • 2e · Program service revenue: IMMUNOHORIZONS

    total $113,180 · related or exempt $110,055 · unrelated business $3,125

  • 2f · All other program service revenue

    total $12,644 · related or exempt $12,644

  • 3 · Investment income

    total $767,862 · excluded $767,862

  • 7a · Gross sales of assets other than inventory

    securities $24,344,736

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

    securities $24,826,547 · other assets $100,245

  • 7c · Gain or loss

    securities -$481,811 · other assets -$100,245

  • 7d · Net gain or loss

    total -$582,056 · excluded -$582,056

  • 11a · Other revenue: WEBSITE JOB POSTING

    total $57,940 · unrelated business $57,940

  • 11b · Other revenue: BAD DEBT RECOVERY

    total $22,975 · excluded $22,975

  • 11c · Other revenue: ADVERTISING

    total $15,135 · unrelated business $15,135

  • 11d · All other revenue

    total $738 · excluded $738

  • 11e · Other revenue, total

    $96,788

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,424 · program services $36,424

  • 2 · Grants to domestic individuals

    total $2,092,332 · program services $2,092,332

  • 3 · Grants to foreign organizations and individuals

    total $29,096 · program services $29,096

  • 5 · Compensation of officers, directors and key employees

    total $999,026 · program services $805,865 · management and general $193,161

  • 7 · Other salaries and wages

    total $2,963,808 · program services $2,390,757 · management and general $573,051

  • 8 · Pension plan contributions

    total $284,778 · program services $229,716 · management and general $55,062

  • 9 · Other employee benefits

    total $640,130 · program services $516,360 · management and general $123,770

  • 10 · Payroll taxes

    total $267,459 · program services $215,746 · management and general $51,713

  • 11b · Fees: legal

    total $255,130 · program services $192,730 · management and general $62,400

  • 11c · Fees: accounting

    total $37,895 · program services $28,627 · management and general $9,268

  • 11f · Fees: investment management

    total $600,252 · management and general $600,252

  • 11g · Fees: other

    total $485,870 · program services $367,035 · management and general $118,835

  • 12 · Advertising and promotion

    total $129,803 · management and general $129,803

  • 13 · Office expenses

    total $243,101 · program services $228,007 · management and general $15,094

  • 14 · Information technology

    total $281,597 · program services $224,672 · management and general $56,925

  • 16 · Occupancy

    total $339,332 · program services $262,762 · management and general $76,570

  • 17 · Travel

    total $153,751 · program services $144,422 · management and general $9,329

  • 22 · Depreciation, depletion and amortization

    total $151,515 · program services $108,038 · management and general $43,477

  • 23 · Insurance

    total $86,290 · program services $70,681 · management and general $15,609

  • 24a · Other expenses: INCOME TAX

    total $91,259 · management and general $91,259

  • 24b · Other expenses: PUBLICATION SALES

    total $1,302,702 · program services $1,302,702

  • 24c · Other expenses: OTHER DIRECT COSTS

    total $1,219,379 · program services $1,171,460 · management and general $47,919

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

    total $381,847 · program services $155,357 · management and general $226,490

  • 24e · All other expenses

    total $144,785 · program services $142,514 · management and general $2,271

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,597,879 · end of year $2,731,720

  • 2 · Savings and temporary cash investments

    beginning of year $1,613,194 · end of year $1,561,534

  • 4 · Accounts receivable

    beginning of year $146,199 · end of year $238,332

  • 9 · Prepaid expenses and deferred charges

    beginning of year $260,041 · end of year $297,912

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

    $2,200,042

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

    $1,319,869

  • 10c · Land, buildings and equipment, net

    beginning of year $639,727 · end of year $880,173

  • 11 · Investments: publicly traded securities

    beginning of year $76,254,315 · end of year $60,022,228

  • 12 · Investments: other securities

    beginning of year $8,227,472 · end of year $8,358,769

  • 15 · Other assets

    beginning of year $754,414 · end of year $1,593,448

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,317,017 · end of year $1,451,228

  • 19 · Deferred revenue

    beginning of year $3,194,537 · end of year $3,495,685

  • 25 · Other liabilities

    beginning of year $1,269,686 · end of year $2,158,536

  • 27 · Net assets without donor restrictions

    beginning of year $85,600,613 · end of year $68,477,029

  • 28 · Net assets with donor restrictions

    beginning of year $111,388 · end of year $101,638

Mission and programs · 2022

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 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)

TO ADVANCE AND DISSEMINATE THE KNOWLEDGE OF IMMUNOLOGY AND RELATED DISCIPLINES, TO FOSTER INTERCHANGE OF IDEAS AND INFORMATION AMONG INVESTIGATORS IN THE VARIOUS DISCIPLINES, AND PROMOTING AN UNDERSTANDING OF THE FIELD OF IMMUNOLOGY.

  • THE JOURNAL OF IMMUNOLOGY:A MAJOR VEHICLE OF INFORMATION DISSEMINATION FOR RESEARCH FINDINGS IN THE FIELD OF IMMUNOLOGY IS THROUGH PUBLICATION OF THAT WORK IN THE JOURNAL OF IMMUNOLOGY (THE JI) - A SCHOLARLY PUBLICATION OWNED AND PRODUCED BY AAI. THE JI IS PUBLISHED SEMIMONTHLY AND REPORTS NOVEL RESULTS FROM ALL AREAS OF EXPERIMENTAL IMMUNOLOGY. IT IS THE OLDEST AND MOST HIGHLY CITED JOURNAL IN THE FIELD. THE JI IS PUBLISHED IN PRINT AND ONLINE, AND IS DISTRIBUTED TO ALL AAI MEMBERS AS WELL AS OTHER SUBSCRIBERS, INCLUDING MAJOR RESEARCH INSTITUTIONS AND BIOTECH COMPANIES. ABSTRACTS OF ALL ARTICLES ARE PUBLISHED ONLINE IMMEDIATELY UPON PUBLICATION, AND ARE FREELY AVAILABLE TO THE PUBLIC. FULL LENGTH ARTICLES ARE AVAILABLE ONLINE TO THE PUBLIC 12 MONTHS AFTER THEIR INITIAL PUBLICATION. ALL JOURNAL CONTENT CAN BE VIEWED AT WWW.JIMMUNOL.ORG. THE JI EDUCATES AAI MEMBERS AS WELL AS NON-MEMBER SCIENTISTS AND PHYSICIANS, AND THE PUBLIC ABOUT THE LATEST DEVELOPMENTS IN THE FIELD OF IMMUNOLOGY. IT ALSO FOSTERS SCIENTIFIC DISCOURSE AMONG IMMUNOLOGISTS BY ESTABLISHING A FORUM FOR THE DISSEMINATION AND DISCUSSION OF CUTTING-EDGE RESEARCH IN IMMUNOLOGY. OVERSIGHT FOR THE ACTIVITIES AND POLICIES OF THE JI ARE CARRIED OUT BY AN NINE-MEMBER PUBLICATION COMMITTEE, WHICH ALSO INCLUDES THE CHIEF EXECUTIVE OFFICER, WHO SERVES AS THE EXECUTIVE EDITOR OF THE JI.

    Expenses $2,567,677 · Revenue $5,139,252

  • 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 $2,813,866 · Grants $2,157,852

  • 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. IN 2022, AAI WENT BACK TO HOLDING ITS ANNUAL MEETING IN PERSON.

    Expenses $2,545,973 · Revenue $1,511,941

  • INTRODUCTORY COURSE

    Expenses $357,283 · Revenue $440,776

  • COMMITTEES AND MEMBER SERVICES

    Expenses $1,860,763 · Revenue $733,947

  • ADVANCED COURSE

    Expenses $328,926 · Revenue $469,296

  • IMMUNOHORIZONS

    Expenses $204,284 · Revenue $110,055

  • COLLEGE AND HIGH SCHOOL TEACHERS

    Expenses $36,531

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark M Davis PhD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Akiko Iwasaki PhD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Joan Goverman PhD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Gary A Koretzky MD PhD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jenny P Ting PhD

    PAST PRESIDENT - UNTIL 6/2022

    Total calculated
    $0
    Hours/week
    1

  • Stephen Jameson PhD

    COUNCILLOR

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

  • Ulrich Von Andrian MD

    COUNCILLOR

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

  • Avery August PhD

    COUNCILLOR

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

  • Susan M Kaech PhD

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    1

  • M Michele Hogan PhD

    CHIEF EXECUTIVE OFFICER - UNTIL 8/31/22

    Total calculated
    $754,087
    From this org
    $719,603
    From related orgs
    $0
    Other
    $34,484
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $456,667
    Bonus
    $0
    Other
    $262,936
    Deferred
    $34,000
    Nontaxable benefits
    $2,318
    Filer's total
    $755,921

  • Maria Zavarello CPA

    CHIEF FINANCIAL OFFICER

    Total calculated
    $241,572
    From this org
    $220,130
    From related orgs
    $0
    Other
    $21,442
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $207,912
    Bonus
    $5,736
    Other
    $6,482
    Deferred
    $20,813
    Nontaxable benefits
    $2,166
    Filer's total
    $243,109

  • Lauren Gross JD

    DIR PUBLIC POLICY/GOVT AFFAIRS

    Total calculated
    $298,207
    From this org
    $272,144
    From related orgs
    $0
    Other
    $26,063
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $260,633
    Bonus
    $5,736
    Other
    $5,775
    Deferred
    $26,063
    Nontaxable benefits
    $2,613
    Filer's total
    $300,820

  • Bethany Coulter

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $175,695
    From this org
    $160,002
    From related orgs
    $0
    Other
    $15,693
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $152,174
    Bonus
    $5,736
    Other
    $2,092
    Deferred
    $14,967
    Nontaxable benefits
    $2,262
    Filer's total
    $177,231

  • Dale Bengston

    WEB MASTER

    Total calculated
    $173,237
    From this org
    $158,198
    From related orgs
    $0
    Other
    $15,039
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $150,392
    Bonus
    $5,736
    Other
    $2,070
    Deferred
    $15,039
    Nontaxable benefits
    $1,543
    Filer's total
    $174,780

  • Mary Litzinger PhD

    DIR EDUCATION & CAREER DEV

    Total calculated
    $170,773
    From this org
    $146,560
    From related orgs
    $0
    Other
    $24,213
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $140,144
    Bonus
    $5,736
    Other
    $680
    Deferred
    $14,257
    Nontaxable benefits
    $11,420
    Filer's total
    $172,237

  • Catherine Wattenberg

    DIRECTOR OF PUBLICATIONS

    Total calculated
    $173,745
    From this org
    $140,007
    From related orgs
    $0
    Other
    $33,738
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $127,435
    Bonus
    $9,754
    Other
    $2,818
    Deferred
    $13,527
    Nontaxable benefits
    $21,599
    Filer's total
    $175,133

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 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
M. MICHELE HOGAN, PH.D. RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $251,500. THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III).
PART I, LINE 7
EMPLOYEES RECEIVED MERIT-BASED BONUSES. THE COUNCIL WANTED TO THANK CERTAIN STAFF MEMBERS FOR COVERING THE RESPONSIBILITIES OF THE CEO ROLE.

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
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202313179349305416

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