2024-08-14T16:17:43-05:00 2023-09-30 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-10-01 274379275 AAMI FOUNDATION INC AAMI 7035254890 901 N GLEBE ST SUITE 300 ARLINGTON VA 22203 PAMELA ARORA CEO 7035254890 2024-08-14 1 1 AARON M FOX P01365820 2022274000 2024-08-14 2022 2024-08-08 14:25:15Z PAMELA ARORA 901 N GLEBE ST SUITE 300 ARLINGTON VA 22203 259490 0 X WWW.AAMIFOUNDATION.ORG X 2010 VA THE AAMI FOUNDATION ACHIEVES ITS VISION THROUGH THE AWARDING OF SCHOLARSHIPS, AWARDS, GRANTS, AND OTHER ENDEAVORS TO STRENGTHEN THE KNOWLEDGE OF HEALTH TECHNOLOGY PROFESSIONALS. 11 10 0 61 0 0 62522 90282 0 0 226416 169208 0 0 288938 259490 116685 178975 0 0 0 0 0 0 0 197028 199167 313713 378142 -24775 -118652 4361158 4559909 2658 2829 4358500 4557080 X THE AAMI FOUNDATION IS A 501(C)(3) CHARITABLE ORGANIZATION WHOSE PRIMARY PURPOSE IS DEDICATED TO ADVANCING THE PROFESSIONAL DEVELOPMENT OF HEALTH TECHNOLOGY PROFESSIONALS AND THE SAFETY OF TECHNOLOGY TO IMPROVE HEALTH THROUGH THE AWARD OF SCHOLARSHIPS, AWARDS, GRANTS, AND OTHER ENDEAVORS. 0 0 90000 64178 PATIENT SAFETY PROGRAMS AIM TO ENGAGE THE HEALTHCARE COMMUNITY IN MULTIDISCIPLINARY SAFETY INITIATIVES THAT STRENGTHEN THE DEVELOPMENT, MANAGEMENT, AND USE OF HEALTHCARE TECHNOLOGY FOR IMPROVED PATIENT OUTCOMES. 78720 78720 THE MARY K. LOGAN RESEARCH AWARDS IS A GRANT PROGRAM AIMED AT SUPPORTING RESEARCH THAT ENHANCES THE SAFE ADOPTION AND SAFE USE OF HEALTH TECHNOLOGY. 36077 36077 THE MICHAEL J. MILLER SCHOLARSHIP PROGRAM PROVIDES SCHOLARSHIPS TO QUALIFIED STUDENTS WHO ARE PURSUING AN EDUCATION IN HEALTHCARE TECHNOLOGY MANAGEMENT. 204797 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT FL GA HI KS KY ME MD MS NH NC OH OK OR RI SC TN UT VA WA WV WI X AAMI INC 7035254890 901 N GLEBE ST SUITE 300 ARLINGTON VA 22203 STEPHEN CAMPBELL EXECUTIVE DIRECTOR 5.60 31.90 X X 78803 448899 68503 WALT ROSEBROUGH CHAIR 2.00 2.00 X X 0 0 0 JANET PRUST VICE-CHAIR 2.00 2.00 X X 0 0 0 HEIDI HORN MA AAMIF TREASURER/SECRETARY 2.00 2.00 X X 0 0 0 DONNA DYER DIRECTOR 2.00 0.00 X 0 0 0 ELENA BUCKLEY CCE CHTM DIRECTOR 2.00 0.00 X 0 0 0 JOYCE HANSEN DIRECTOR 2.00 0.00 X 0 0 0 KURT A FINKE CE AAMIF DIRECTOR 2.00 2.00 X 0 0 0 LAWRENCE W HERTZLER DIRECTOR 2.00 2.00 X 0 0 0 RALPH J BASILE DIRECTOR 2.00 2.00 X 0 0 0 STEVEN J YELTON PE CHTM DIRECTOR 2.00 2.00 X 0 0 0 PAMELA ARORA AAMI CEO 2.00 35.50 X 25120 445883 23801 103923 894782 92304 0 0 1 0 0 90282 90282 169208 169208 259490 0 0 169208 X 121898 121898 57077 57077 5618 5618 13345 13345 167034 7034 160000 8303 8303 4867 4867 378142 204797 173345 0 96896 22881 10500 10000 725 725 4253037 4526303 4361158 4559909 2658 2829 2658 2829 X 3612796 3716203 745704 840877 4358500 4557080 4361158 4559909 -118652 317232 0 X 0 1 X 1 0 X 164972 84323 49238 62522 90282 451337 164972 84323 49238 62522 90282 451337 10155 441182 167909 141294 106584 226416 169208 811411 71 30000 30071 1292819 0.34130 0.37390 X PART II, SHORT YEAR EXPLANATION THE INFORMATION IN THE 2018 COLUMN IS REFLECTIVE OF THE SHORT TAX YEAR FOR THE PERIOD FROM JANUARY 1, 2018 TO SEPTEMBER 30, 2018 AND THE FULL YEAR PERIOD FROM OCTOBER 1, 2018 TO SEPTEMBER 30, 2019. BOTH OF THESE TAX PERIODS WERE FILED ON THE 2018 TAX FORM YEAR, THUS ARE BEING REPORTED AS COMBINED FOR THE 2018 COLUMN. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59345 6580 65925 71760 -12415 59345 61451 10309 71760 64088 -2637 61451 60804 3284 64088 0.00000 0.53090 0.46910 0 0 0 X 563377 317232 317232 246145 13345 13345 259490 364797 0 364797 13345 13345 378142 PART V, LINE 4: ENDOWMENT FUNDS HELD TO PROVIDE FUNDING FOR THE DWIGHT E. HARKEN LECTURE SERIES AND VARIOUS OTHER PROGRAMS OF THE FOUNDATION. PART X, LINE 2: THE ASSOCIATION HAS ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN FASB ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN COME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION EVALUATED ITS UNCERTAINTY IN INCOME TAXES FOR THE YEARS ENDED SEPTEMBER 30, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. IT IS THE ASSOCIATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INTEREST EXPENSE OR INCOME TAX EXPENSE, RESPECTIVELY. THERE ARE CURRENTLY NO EXAMINATIONS PENDING OR IN PROGRESS REGARDING THE ASSOCIATION'S TAX RETURNS. 1 EMERGENCY CARE RESEARCH INSTITUTE (ECRI) 5200 BUTLER PIKE PLYMOUTH MEETING PA 19462 231662091 501(C)(3) 78720 0 MARY K. LOGAN RESEARCH GRANT BOARD OF TRUSTEES OF MICHIGAN STATE UNIVERSITY 426 AUDITORIUM RD RM 360 EAST LANSING MI 48824 386005984 501(C)(3) 10000 0 KILMER RESEARCH GRANT EMORY UNIVERSITY 1599 CLIFTON RD NE 4TH FL MAILSTOP 1599-001-1BA ATLANTA GA 30322 580566256 501(C)(3) 11452 0 KILMER RESEARCH GRANT BECTON DICKSON & COMPANY 2859 FAIRFON DRVE SUITE 200 ATTN CASH COLLECTOR SAN ANTIONIO TX 78249 220760120 N/A 13767 0 KILMER RESEARCH GRANT 3 1 KILMER FUND SCHOLARSHIPS 2 15000 MICHAEL J. MILLER SCHOLARSHIPS 9 36077 LAUFMAN-GREATBATCH AWARD 1 5000 ROBERT L. MORRIS AWARDS 1 1000 PART I, LINE 2: THE ORGANIZATION MAINTAINS A LIST OF GRANT RECIPIENTS INCLUDING THE TITLE, PI, ORGANIZATION, AND AMOUNT AWARDED THROUGH THE MARY K. LOGAN RESEARCH GRANT. THERE IS A RESEARCH REVIEW COMMITTEE THAT REVIEWS THE GRANT PROPOSALS AND THE FOUNDATION BOARD OF DIRECTORS APPROVES THE GRANT FUNDING. 0 0 0 0 0 0 0 0 0 STEPHEN CAMPBELL EXECUTIVE DIRECTOR 47742 271960 31061 176939 0 0 7596 43273 2633 15001 89032 507173 0 0 PAMELA ARORA AAMI CEO 20410 362282 0 0 4710 83601 1093 19407 176 3125 26389 468415 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION HAS ONE CLASS OF MEMBERS, CONSISTING SOLELY OF THE ASSOCIATION FOR THE ADVANCEMENT OF MEDICAL INSTRUMENTATION, INC. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY THE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE VOTING RIGHTS ON ALL MATTERS PRESENTED TO THE MEMBER FOR CONSIDERATION. THE POWER TO ALTER, AMEND, OR REPEAL THE BYLAWS OF THE CORPORATION; OR TO ADOPT NEW BYLAWS, SHALL BE VESTED IN THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B AAMI FOUNDATION HAS A WRITTEN POLICY STATING THAT THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING. ANY ISSUES MUST BE REVIEWED AND RESOLVED BY THE AAMI BOARD'S EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED IN ALL BOARD AND OTHER COMMITTEE MEETING AGENDA BOOKS. POLICY REMINDERS ARE MADE AT THE BEGINNING OF ALL MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,034. MANAGEMENT AND GENERAL EXPENSES 160,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 167,034. ASSOC FOR ADVANCEMENT OF MED INSTRUMENTATION 901 N GLEBE ST SUITE 300 ARLINGTON VA 22203 274379277 INCREASE UNDERSTANDING OF MEDICAL INSTRUMENTATION VA 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 ASSOC FOR ADVANCEMENT OF MED INSTRUMENTATION P 160000 COST