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Nonprofiteer
← AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC

Form 990 for tax year 2023

Filed by AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC.

Totals

Total revenue
$12,217,650
Total expenses
$13,102,263
Contributions and grants received
$39,571
Grants paid
$1,946,853
Program service revenue
$9,931,975
Investment income
$2,122,838
Other revenue
$123,266
Total assets, end of year
$82,572,275
Total liabilities, end of year
$6,527,952
Net assets or fund balances, end of year
$76,044,323
Program services expenses (Part IX)
$11,153,676
Management and general expenses
$1,948,587
Fundraising expenses
$0
Program service expenses (Part III)
$11,153,676

Program services were 85.1% 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

    $39,571

  • 2a · Program service revenue: JOURNAL OF IMMUNOLOGY

    total $4,889,508 · related or exempt $4,703,353 · unrelated business $186,155

  • 2b · Program service revenue: ANNUAL MEETING

    total $3,204,219 · related or exempt $2,108,679 · excluded $1,095,540

  • 2c · Program service revenue: IMMUNOLOGY COURSES

    total $996,865 · related or exempt $996,865

  • 2d · Program service revenue: MEMBERSHIP DUES

    total $724,393 · related or exempt $724,393

  • 2e · Program service revenue: IMMUNOHORIZONS

    total $106,865 · related or exempt $106,865

  • 2f · All other program service revenue

    total $10,125 · related or exempt $10,125

  • 3 · Investment income

    total $921,648 · excluded $921,648

  • 7a · Gross sales of assets other than inventory

    securities $21,059,803

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

    securities $19,858,613

  • 7c · Gain or loss

    securities $1,201,190

  • 7d · Net gain or loss

    total $1,201,190 · excluded $1,201,190

  • 11a · Other revenue: OTHER REVENUE

    total $56,100 · excluded $56,100

  • 11b · Other revenue: WEBSITE JOB POSTING

    total $48,395 · unrelated business $48,395

  • 11c · Other revenue: ADVERTISING

    total $17,860 · unrelated business $17,860

  • 11d · All other revenue

    total $911 · excluded $911

  • 11e · Other revenue, total

    $123,266

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $40,675 · program services $40,675

  • 2 · Grants to domestic individuals

    total $1,880,690 · program services $1,880,690

  • 3 · Grants to foreign organizations and individuals

    total $25,488 · program services $25,488

  • 5 · Compensation of officers, directors and key employees

    total $1,136,357 · program services $911,155 · management and general $225,202

  • 7 · Other salaries and wages

    total $2,615,318 · program services $2,097,017 · management and general $518,301

  • 8 · Pension plan contributions

    total $272,182 · program services $218,241 · management and general $53,941

  • 9 · Other employee benefits

    total $599,780 · program services $480,916 · management and general $118,864

  • 10 · Payroll taxes

    total $283,240 · program services $227,108 · management and general $56,132

  • 11b · Fees: legal

    total $47,071 · program services $41,263 · management and general $5,808

  • 11c · Fees: accounting

    total $43,759 · program services $38,360 · management and general $5,399

  • 11f · Fees: investment management

    total $575,877 · management and general $575,877

  • 11g · Fees: other

    total $865,778 · program services $758,957 · management and general $106,821

  • 12 · Advertising and promotion

    total $132,169 · program services $132,169

  • 13 · Office expenses

    total $189,247 · program services $172,176 · management and general $17,071

  • 14 · Information technology

    total $397,737 · program services $333,772 · management and general $63,965

  • 16 · Occupancy

    total $448,775 · program services $386,419 · management and general $62,356

  • 17 · Travel

    total $160,035 · program services $146,363 · management and general $13,672

  • 22 · Depreciation, depletion and amortization

    total $198,594 · program services $152,193 · management and general $46,401

  • 23 · Insurance

    total $75,817 · program services $62,195 · management and general $13,622

  • 24a · Other expenses: INCOME TAX

    total $7,066 · management and general $7,066

  • 24b · Other expenses: OTHER DIRECT COSTS

    total $1,648,349 · program services $1,616,735 · management and general $31,614

  • 24c · Other expenses: PUBLICATION SALES

    total $1,098,666 · program services $1,098,666

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

    total $202,009 · program services $181,679 · management and general $20,330

  • 24e · All other expenses

    total $157,584 · program services $151,439 · management and general $6,145

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,731,720 · end of year $2,671,759

  • 2 · Savings and temporary cash investments

    beginning of year $1,561,534 · end of year $1,276,446

  • 4 · Accounts receivable

    beginning of year $238,332 · end of year $164,111

  • 9 · Prepaid expenses and deferred charges

    beginning of year $297,912 · end of year $313,984

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

    $2,040,085

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

    $1,433,183

  • 10c · Land, buildings and equipment, net

    beginning of year $880,173 · end of year $606,902

  • 11 · Investments: publicly traded securities

    beginning of year $60,022,228 · end of year $67,314,176

  • 12 · Investments: other securities

    beginning of year $8,358,769 · end of year $8,749,139

  • 15 · Other assets

    beginning of year $1,593,448 · end of year $1,475,758

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,451,228 · end of year $1,305,690

  • 19 · Deferred revenue

    beginning of year $3,495,685 · end of year $3,339,608

  • 25 · Other liabilities

    beginning of year $2,158,536 · end of year $1,882,654

  • 27 · Net assets without donor restrictions

    beginning of year $68,477,029 · end of year $75,952,435

  • 28 · Net assets with donor restrictions

    beginning of year $101,638 · end of year $91,888

Mission and programs · 2023

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 IMMUNOLOGICAL SCIENCE AND SUPPORTING SCIENTISTS THROUGH KNOWLEDGE DISSEMINATION, COMMUNITY BUILDING, ADVOCACY, AND PUBLIC OUTREACH.

  • 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 $2,861,628 · Revenue $2,108,679

  • 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 $2,574,550 · Grants $1,946,853

  • COMMITTEES AND MEMBER SERVICES:COMMITTEE & MEMBER SERVICES CONSISTS OF ALL OF THE VARIOUS MEMBER COMMITTEES, THAT ARE NOT COUNCIL COMMITTEES, AS WELL AS THE VARIOUS DEPARTMENTS OF THE ASSOCIATION. MEMBER COMMITTEES INCLUDE EDUCATION, MINORITY AFFAIRS, COMMITTEE ON STATUS OF WOMEN, PUBLIC AFFAIRS, AND VETERINARY IMMUNOLOGY. THESE COMMITTEES WORK ON SPONSORING EDUCATIONAL SESSIONS AT THE ANNUAL MEETING. THE DEPARTMENTS THAT FALL UNDER THIS CATEGORY ARE MEMBERSHIP, PUBLIC AFFAIRS, HISTORY & ARCHIVES, AND COMMUNICATIONS.

    Expenses $2,354,824 · Revenue $734,518

  • THE JOURNAL OF IMMUNOLOGY

    Expenses $2,096,130 · Revenue $4,703,353

  • IMMUNOHORIZONS

    Expenses $471,725 · Revenue $106,865

  • ADVANCED COURSE

    Expenses $408,222 · Revenue $513,025

  • INTRODUCTORY COURSE

    Expenses $347,524 · Revenue $483,840

  • COLLEGE AND HIGH SCHOOL TEACHERS

    Expenses $39,073

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Loretta Doan PhD

    CEO

    Total calculated
    $458,682
    From this org
    $392,192
    From related orgs
    $0
    Other
    $66,490
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $390,225
    Bonus
    $0
    Other
    $1,967
    Deferred
    $33,000
    Nontaxable benefits
    $33,490
    Filer's total
    $458,682

  • Lauren Gross JD

    CHIEF POLICY & PROGRAM OFFICER

    Total calculated
    $355,143
    From this org
    $325,473
    From related orgs
    $0
    Other
    $29,670
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $284,100
    Bonus
    $32,000
    Other
    $9,373
    Deferred
    $28,410
    Nontaxable benefits
    $1,260
    Filer's total
    $355,143

  • M Michele Hogan PhD

    FORMER CEO

    Total calculated
    $251,500
    From this org
    $251,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $251,500
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $251,500

  • Catherine Wattenberg

    DIRECTOR OF PUBLICATIONS

    Total calculated
    $226,920
    From this org
    $162,839
    From related orgs
    $0
    Other
    $64,081
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $134,826
    Bonus
    $25,000
    Other
    $3,013
    Deferred
    $14,349
    Nontaxable benefits
    $49,732
    Filer's total
    $226,920

  • Mary Litzinger PhD

    DIR EDUCATION & CAREER DEV

    Total calculated
    $209,721
    From this org
    $172,461
    From related orgs
    $0
    Other
    $37,260
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $149,729
    Bonus
    $22,000
    Other
    $732
    Deferred
    $15,215
    Nontaxable benefits
    $22,045
    Filer's total
    $209,721

  • Bethany Coulter

    DIRECTOR OF COMMUNICATIONS

    Total calculated
    $191,745
    From this org
    $174,311
    From related orgs
    $0
    Other
    $17,434
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $158,099
    Bonus
    $14,000
    Other
    $2,212
    Deferred
    $15,957
    Nontaxable benefits
    $1,477
    Filer's total
    $191,745

  • Dale Bengston

    DIRECTOR OF IT

    Total calculated
    $180,409
    From this org
    $163,662
    From related orgs
    $0
    Other
    $16,747
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $160,256
    Bonus
    $0
    Other
    $3,406
    Deferred
    $16,026
    Nontaxable benefits
    $721
    Filer's total
    $180,409

  • Susan Medick

    CHIEF FINANCE & OPERATIONS OFFICER

    Total calculated
    $170,946
    From this org
    $147,269
    From related orgs
    $0
    Other
    $23,677
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $145,883
    Bonus
    $0
    Other
    $1,386
    Deferred
    $14,500
    Nontaxable benefits
    $9,177
    Filer's total
    $170,946

  • Bryna Burrell

    SENIOR SCIENTIST

    Total calculated
    $169,996
    From this org
    $137,217
    From related orgs
    $0
    Other
    $32,779
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $136,777
    Bonus
    $0
    Other
    $440
    Deferred
    $13,880
    Nontaxable benefits
    $18,899
    Filer's total
    $169,996

  • Maria Zavarello CPA

    CHIEF FINANCIAL OFF. - UNTIL 4/2023

    Total calculated
    $156,438
    From this org
    $148,610
    From related orgs
    $0
    Other
    $7,828
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $97,922
    Bonus
    $12,000
    Other
    $38,688
    Deferred
    $7,280
    Nontaxable benefits
    $548
    Filer's total
    $156,438

  • 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

  • Stephen Jameson PhD

    VICE PRESIDENT

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

  • Susan M Kaech PhD

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    1

  • Maria-Luisa Alegre MD PhD

    COUNCILLOR

    Total calculated
    $0
    Hours/week
    1

  • Akiko Iwasaki PhD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Joan Goverman PhD

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Mark M Davis PhD

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Gary A Koretzky MD PhD

    PAST PRESIDENT - UNTIL 6/2023

    Total calculated
    $0
    Hours/week
    3

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
M. MICHELE HOGAN RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $251,500 AND MARIA ZAVARELLO RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $36,400. THESE AMOUNTS ARE 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202423189349305962

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