2026-09-24T09:19:24-05:00 2025-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2025-01-01 522317193 THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS INC AMER 3016347178 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 SUSAN MEDICK CFOO 3016347178 2026-09-24 1 ELIZABETH W HELLER P00397829 3019519090 2025 LORETTA DOAN 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 99751640 0 X WWW.AAI.ORG X 2001 MD TO IMPROVE GLOBAL HEALTH AND WELL-BEING BY ADVANCING IMMUNOLOGY AND ELEVATING PUBLIC UNDERSTANDING ABOUT THE IMMUNE SYSTEM. 8 8 38 122 32253 22285 39571 29650 9931975 5787980 2122838 10326674 123266 4182759 12217650 20327063 1946853 771964 0 0 4906877 5746730 0 0 0 6248533 6067552 13102263 12586246 -884613 7740817 85643615 91524702 4513779 2654049 81129836 88870653 X 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. 1 0 3732603 7000 2254629 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. 1458411 1035533 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. 1443251 38 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. 1187894 27265 COMMUNICATIONS 984973 764964 34521 AWARDS 832948 POLICY AND GOVERNMENT AFFAIRS 832412 1300976 MEMBERSHIP 457978 MARKETING 314639 BUSINESS DEVELOPMENT 4610844 764964 1362762 11245109 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 177 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X SUSAN MEDICK 3016347178 1451 ROCKVILLE PIKE 650 ROCKVILLE MD 20852 ULRICH H VON ANDRIAN MD TRANS. VP TO PRES 07/25 3.00 X X 300 0 0 AVERY AUGUST PHD TRANS. COUNCILOR TO VP 07/25 3.00 X X 300 0 0 JOAN GOVERMAN PHD SECRETARY-TREASURER 3.00 X X 0 0 0 STEPHEN JAMESON PHD TRANS. PRES TO PAST PRES 07/25 3.00 X X 300 0 0 AKIKO IWASAKI PHD PAST PRESIDENT (UNTIL 06/25) 3.00 X X 0 0 0 SUSAN M KAECH PHD COUNCILOR 1.00 X 200 0 0 MARIA-LUISA ALEGRE MD PHD COUNCILOR 1.00 X 0 0 0 DONNA L FARBER PHD COUNCILOR 1.00 X 0 0 0 GWENDALYN J RANDOLPH PHD COUNCILOR (FROM 07/25) 1.00 X 0 0 0 LORETTA DOAN PHD CHIEF EXECUTIVE OFFICER 37.50 X 480253 0 76482 SUSAN MEDICK CPA CHIEF FINANCE & OPERATIONS OFFICER 37.50 X 332280 0 41194 GWENDOLYN FORTUNE-BLAKELY CHIEF MEMBER. & ENGAGEMENT OFFICER 37.50 X 290675 0 27300 LAUREN GROSS JD CPPO (UNTIL 03/25) 37.50 X 214084 0 6386 DALE BENGSTON DIRECTOR IT 37.50 X 196958 0 19258 JILL TREBY DIRECTOR MEMBERSHIP 37.50 X 189096 0 23893 MARY LITZINGER PHD SR DIRECTOR SCIENCE & EDUCATION 37.50 X 185719 0 28345 BRYNA BURRELL PHD DIRECTOR SCIENTIFIC AFFAIRS 37.50 X 159403 0 22606 MOLLY FERNS DIRECTOR MARKETING 37.50 X 154718 0 15761 2204286 0 261225 20 0 1 0 ON SERVICES LLC 6779 CRESCENT DRIVE NORCROSS GA 30071 ANNUAL MEETING AV EQUIPMENT 553869 SOCIAL DRIVER 1015 15TH STREET NW SUITE 600 WASHINGTON DC 20005 CONSULTING SERVICES 375000 HILTON HAWAIIAN VILLAGE WAIKIKI BEACH RE 5931 CA2005 KAILIA ROAD HONOLULU HI 96815 ANNUAL MEETING FOOD & BEVERAGE 324802 THE EXPO GROUP LP 5931 CAMPUS CIRCLE DRIVE IRVING TX 75063 ANNUAL MEETING DECOR 252376 HAWAII CONVENTION CENTER 1801 KALAKAUA AVENUE HONOLULU HI 96815 ANNUAL MEETING FOOD & BEVERAGE 236362 21 29650 29650 ANNUAL MEETING 900099 3383647 2254629 1129018 MEMBERSHIP DUES 900099 1300976 1300976 EDUCATION & CAREER 900099 1035533 1035533 AWARDS 900099 34521 34521 COMMUNICATIONS 900099 27265 27265 6038 38 6000 5787980 2201673 2201673 4125285 4125285 87549578 79424577 8125001 8125001 8125001 BAD DEBT RECOVERY 900099 22619 22619 WEBSITE JOB POSTING 541800 21803 21803 ADVERTISING REVENUE 541800 10450 10450 2602 2602 57474 20327063 4652962 32253 15612198 X 50000 50000 679464 679464 42500 42500 1468654 1292732 175922 3308281 2912002 396279 296610 261081 35529 326227 287150 39077 346958 305522 41436 212080 192091 19989 49455 44794 4661 164377 164377 1190556 1078344 112212 60976 59417 1559 412944 400386 12558 686574 624315 62259 293839 218275 75564 429581 385023 44558 1958812 1904743 54069 127249 92663 34586 69731 55653 14078 BANK & CREDIT CARD FEES 160866 146461 14405 DUES & SUBSCRIPTIONS 137018 124749 12269 STAFF TRAINING 48443 44105 4338 INCOME TAX EXPENSE 18042 18042 47009 43639 3370 12586246 11245109 1341137 0 1253953 6050 1570737 7074414 105877 2435224 259581 1163196 1468213 1262365 240474 205848 71215339 70497523 9685339 9737941 1312315 404506 85643615 91524702 1108601 701034 1819184 1418652 1585994 534363 4513779 2654049 X 81048448 88801015 81388 69638 81129836 88870653 85643615 91524702 7740817 0 X X 0 1 X 1 0 X 49110 53570 39571 38967 29650 210868 8226404 8405267 8650280 8900363 4658962 38841276 243520 846190 1095540 1298110 1129018 4612378 8519034 9305027 9785391 10237440 5817630 43664522 4185 3535 5120 5800 4605 23245 96235 110926 116782 123729 447672 4185 99770 116046 122582 128334 470917 43193605 910016 767862 921648 1431391 6326958 10357875 208392 209940 133350 142670 22285 716637 1118408 977802 1054998 1574061 6349243 11074512 67 23713 57011 167 25221 106179 9637509 10306542 10897400 11811668 12192094 54845213 0.78760 0.88040 0.20190 0.11060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2088 111083 113171 12272698 12385869 769293 192323 0 0 769710 769828 840133 769293 3148964 4723446 38998 86488 76253 113171 314910 192428 192457 210033 192323 787241 1180862 2088 2088 951022 850494 100528 263826 171325 92501 253365 240546 12819 205848 HEDGE FUNDS 9737941 F 9737941 LEASE LIABILITY, NET 483511 RETIREMENT PLAN LIABILITY 50852 534363 20124675 2650 2650 20122025 164377 40661 205038 20327063 12383858 2650 -22619 -19969 12403827 164377 18042 182419 12586246 PART XI, LINE 4B - OTHER ADJUSTMENTS: INCOME TAX EXPENSES NETTED AGAINST REVENUE ON THE FINANCIAL 18,042. STATEMENTS AND REPORTED AS EXPENSES ON FORM 990, PART VIII, LINE 24. BAD DEBT RECOVERY REPORTED AS EXPENSE ON THE FINANCIAL 22,619. STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 11A. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT RECOVERY REPORTED AS EXPENSE ON THE FINANCIAL -22,619. STATEMENTS AND REPORTED AS REVENUE ON FORM 990, PART VIII, LINE 11A. PART XII, LINE 4B - OTHER ADJUSTMENTS: INCOME TAX EXPENSES NETTED AGAINST REVENUE ON THE FINANCIAL 18,042. STATEMENTS AND REPORTED AS EXPENSES ON FORM 990, PART VIII, LINE 24. 1 EUROPE 0 0 GRANTS TO RECIPIENTS 40000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS 2500 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1903319 0 0 0 0 0 0 1945819 0 1945819 EUROPE SUPPORT SCIENTISTS FROM DEVELOPING COUNTRIES 40000 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE AWARD WAS FOR RECIPIENTS TO ATTEND A CONFERENCE. AAI WAS ABLE TO VERIFY THE RECIPIENTS' REGISTRATION. 1 AUTUMN IMMUNOLOGY CONFERENCE INC PO BOX 70371 LOUISVILLE KY 40270 205964691 501(C)(3) 7000 0 OUTREACH PROGRAM AWARD SUPPORT FOR YOUNG INVESTIGATORS FOR ABSTRACT AWARDS. MIDWINTER CONFERENCE OF IMMUNOLOGISTS 188 E 580 N VINEYARD UT 84059 510169612 501(C)(3) 6500 0 OUTREACH PROGRAM AWARD SUPPORT FOR YOUNG INVESTIGATORS FOR ABSTRACT AWARDS. 2 0 ASPIRE AWARD 9 24500 BD BIOSCIENCES INVESTIGATOR AWARD AND LECTURE 1 7000 BIOLEGEND HERZENBERG AWARD 1 7000 CHAMBERS - THERMO FISHER SCIENTIFIC AWARD 1 1000 DISTINGUISHED SERVICE AWARD 2 4000 DIVERSITY AWARD 66 82500 EARLY CAREER FACULTY TRAVEL GRANT 61 76250 IUIS TRAVEL GRANTS TO INDIVIDUALS 26 73135 LABORATORY GRANT 58 73750 LANCEFIELD MID-CAREER ACHIEVEMENT AWARD AND LECTURE 1 7000 LEFRANCOIS-BIOLEGEND AWARD 1 1000 LIFETIME ACHIEVEMENT AWARD 1 2000 LUSTGARTEN AWARD 1 1250 PFIZER-SHOWELL AWARD 1 1500 STEINMAN AWARD FOR HUMAN IMMUNOLOGY RESEARCH AND LECTURE 1 7000 THERMO FISHER MERITORIOUS CAREER AWARD AND LECTURE 1 12000 THERMO FISHER TRAINEE ACHIEVEMENT AWARD 6 13500 TRAINEE ABSTRACT AWARD 304 183000 TRAINEE POSTER AWARD 47 18800 UNDERGRADUATE FACULTY GRANT 26 29500 VANGUARD AWARD AND LECTURE 1 7000 YOUNG SCHOLAR TRAVEL AWARD 3 4125 CHILDCARE GRANT 14 7000 INTRODUCTORY COURSE GRANT 16 11954 ADVANCED COURSE GRANT 32 23699 PART I, LINE 2: GRANTS AND AWARDS MADE INSIDE THE UNITED STATES ARE FOR PAST SCIENTIFIC RESEARCH EXCELLENCE AND REQUIRE A LECTURE AND ATTENDANCE AT THE ANNUAL SCIENTIFIC MEETING. OTHER GRANTS AND AWARDS REQUIRE A SELECTED ABSTRACT PRESENTATION AND/OR TRAVEL TO THE ANNUAL SCIENTIFIC MEETING OR SUPERVISED PERFORMANCE IN A LABORATORY SETTING. X X 1 0 0 0 0 0 0 1 0 LORETTA DOAN PHD CHIEF EXECUTIVE OFFICER 426485 0 42000 0 11768 0 58500 0 17982 0 556735 0 0 0 SUSAN MEDICK CPA CHIEF FINANCE & OPERATIONS OFFICER 310200 0 14000 0 8080 0 31211 0 9983 0 373474 0 0 0 GWENDOLYN FORTUNE-BLAKELY CHIEF MEMBER. & ENGAGEMENT OFFICER 275178 0 14000 0 1497 0 27300 0 0 0 317975 0 0 0 LAUREN GROSS JD CPPO (UNTIL 03/25) 204084 0 10000 0 0 0 6386 0 0 0 220470 0 0 0 DALE BENGSTON DIRECTOR IT 182758 0 13000 0 1200 0 18058 0 1200 0 216216 0 0 0 MARY LITZINGER PHD SR DIRECTOR SCIENCE & EDUCATION 165271 0 9000 0 11448 0 16897 0 11448 0 214064 0 0 0 JILL TREBY DIRECTOR MEMBERSHIP 160372 0 7000 0 21724 0 16469 0 7424 0 212989 0 0 0 BRYNA BURRELL PHD DIRECTOR SCIENTIFIC AFFAIRS 145607 0 6000 0 7796 0 14810 0 7796 0 182009 0 0 0 MOLLY FERNS DIRECTOR MARKETING 145517 0 8000 0 1201 0 14560 0 1201 0 170479 0 0 0 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). FORM 990, PART III, LINE 2 DURING THE YEAR, AAI BEGAN THE BUSINESS DEVELOPMENT PROGRAM. IN 2025, THIS PROGRAM FOCUSED ON GRANTS AND SPONSORSHIPS FOR SPECIFIC EDUCATIONAL PROGRAMS AND FOR THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 6 AAI HAS SIX CLASSES OF MEMBERSHIP. THEY ARE ACTIVE, EMERITUS, HONORARY, TRAINEE (GRADUATE STUDENT, POSTDOCTORAL, YOUNG PROFESSIONAL AND UNDERGRADUATE), SUSTAINING, AND CORPORATE ASSOCIATE. FORM 990, PART VI, SECTION A, LINE 7A REGULAR AND EMERITUS MEMBERS OF AAI ANNUALLY ELECT THE OFFICERS AND AT LEAST ONE NEW COUNCILOR. FORM 990, PART VI, SECTION A, LINE 7B REGULAR AND EMERITUS MEMBERS OF AAI HAVE THE AUTHORITY TO APPROVE CERTAIN RECOMMENDATIONS MADE BY THE COUNCIL (BOD), SUCH AS CHANGES IN ANNUAL DUES AND AMENDMENTS TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B ALL COUNCIL MEMBERS ARE SENT A LINK TO THE FORM 990 FOR THEIR REVIEW. COUNCIL MEMBERS ARE INSTRUCTED TO SEND THEIR COMMENTS AND QUESTIONS TO THE CFOO PRIOR TO AAI FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE AAI COUNCIL, SENIOR AAI STAFF, AND KEY COMMITTEE CHAIRPERSONS AND MEMBERS COMPLETE THE CONFLICT-OF-INTEREST STATEMENT, WHICH IS AVAILABLE TO ALL COUNCIL MEMBERS AND THE CHIEF EXECUTIVE OFFICER. IF A CONFLICT OR PERCEIVED CONFLICT ARISES, THE APPROPRIATE PERSON IS RECUSED FROM DELIBERATION AND VOTING, AND THE MINUTES OF THE MEETING ALSO REFLECT THAT ACTION. ADDITIONALLY, THE CHIEF EXECUTIVE OFFICER KEEPS ABREAST OF THE ACTIVITIES OF AAI, AND QUESTIONS ANY POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS ARE NOT COMPENSATED FOR THEIR SERVICE AS COUNCILORS OR OFFICERS. THE COUNCIL (BOD) MAINTAINS AN EMPLOYMENT CONTRACT WITH THE CEO AND ANNUALLY, AT ITS FALL MEETING, DETERMINES THE COMPENSATION OF THE CEO FOR THE SUBSEQUENT YEAR. AN EVALUATION OF THE CEO'S PERFORMANCE IS COMPLETED BY ALL COUNCIL MEMBERS AND THE CEO'S DIRECT REPORTS. THE ORGANIZATION COMPARES THE CEO COMPENSATION AGAINST INDUSTRY. THE DELIBERATION AND DECISION OF THE CEO'S COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS OF AAI ARE AVAILABLE ON THE AAI WEBSITE AND ARE PROVIDED IN HARD COPY AS REQUESTED. THE FORM 990 FINANCIAL STATEMENTS ARE ON THIRD-PARTY WEBSITES AND ARE PROVIDED IN HARD COPY AS REQUESTED. DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). THE CONFLICT-OF-INTEREST STATEMENTS OF EACH AFFECTED MEMBER ARE NOT PUBLIC DOCUMENTS. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 972,006. MANAGEMENT AND GENERAL EXPENSES 101,147. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,073,153. COMMISSIONS: PROGRAM SERVICE EXPENSES 106,338. MANAGEMENT AND GENERAL EXPENSES 11,065. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 117,403. FORM 990, PART XII, LINE 2C: THE AMERICAN ASSOCIATION OF IMMUNOLOGISTS DID NOT CHANGE THE OVERSIGHT OR SELECTION PROCESS FROM THE PRIOR YEAR.