Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - Department of the Treasury Internal Revenue Service A For the 2008 calendar year, or tax year beginning 01-01-2008 Name of organization Check if applicable Address change Name change Initial return Ten'nination Amended return Application pending Return of Organization Exempt From Income Tax Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation) and ending 12-31-2008 Open to Public organization may have to use a copy ofthis return to satisfy state reporting requirements Inspection OMB No 1545-0047 2008 Please use IRS label or print or type. See Specific Instruc- tions. Ame rica Medical Associatio Employer identification number 36-0727175 Doing Business As Number and street (or 0 box if mail IS not delivered to street address) Room/suite 515 North State Street City ortown, state or country, and ZIP 4 Chicago, IL 60654 Telephone number (312) 464-5000 Gross receipts 404,354,672 Name and address ofPrincipa| Officer affiliates? I Tax--exempt status '7 501(c) 6) '1 (insert no) 4947(a)(1) or IT 527 Web site: ama-assn org H(b) Are all affiliates included? H(a) Is this a group return for I_Yes |_Yes |_No (If"No," attach a list See instructions) Group Exemption Number Type of organization '7 Corporation trust association other Year of Formation 1847 State of legal domicile IL U) 3 3 2 Signature Block 1 Briefly describe the organization's mission or most significant activities See Schedule furtherthe interests ofthe medical profession by promoting the art and science of medicine and the betterment ofthe public health 2 Check this box ifthe organization discontinued its operations or disposed of more than 25% ofits assets L5 3 Number ofvoting members ofthe governing body (Part VI, line 1a) 3 21 4 Number ofindependent voting members ofthe governing body (Part VI, line 1b) 4 21 5 Totalnumber ofemployees (PartV,|ine 2a) 5 1,155 6 Total number ofvolunteers (estimate if necessary) 6 0 7a Total gross unrelated business revenue from Part line 12, column (C) 7a Net unrelated business taxable income from Form 990-T, line 34 7b -195,975 Prior Year Current Year Contributions and grants (Part line 1h) 45,294,727 44,481,669 Program service revenue 2g) 91,370,431 83,917,607 10 Investmentincome (A), lines 3,4,and 7d) 32,962,093 -494,147 I: 11 Other revenue 5,6d,8c,9c,10c,and11e) 96,459,390 99,691,456 12 Total revenue--add lines 8 through 11 (must equal Part column (A), line 12) 266,086,641 227,596,585 13 Grants and similaramounts paid (PartIX,co|umn (A), lines 1-3) 1,857,805 1,172,636 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5- 10) 107,613,184 115,349,661 5 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 (Total fundraising expenses, Part IX, column (D), line 25 0 17 Other expenses (PartIX,co|umn 11a--11d,11f--24f) 125,183,877 132,400,000 18 Tota|expenses--add|ines 13-17 (must equa|PartIX,|ine 234,654,866 248,922,297 19 Revenue less expenses Subtract line 18 from line 12 31,431,775 -21,325,? 12 3% Beginning of Year End of Year fig 20 Totalassets (Part X,|ine 16) 493,774,301 391,868,276 21 Totalliabilities (Part X,|ine 26) 129,652,469 128,140,208 -1- 3.2 22 Net assets orfund balances Subtract line 21 from line 20 364,121,832 263,728,068 Under penalties of perjury, Ideclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it IS tme, correct, and complete Declaration of preparer (other than officer) IS based on all infom'iation of which preparer has any knowledge Please 2009-11-13 Sign Sig nature of officer Date Here MICHAEL MAVES MD Type or print name and title PTIN I a Check If reparers ee en ns Pa signature Zilgolyed Pre pa re r's Firm's name (or yours use if EIN I, Only address, and ZIP 4 Deloltte Tax LLP 111 South Wacker Dr Phone no i- (312) 486-1000 Chicago, IL 60606 May the IRS discuss this return with the preparer shown above? (See instructions) I7Yes Form 990 (2003) Page 2 Statement of Program Service Accomplishments (See the instructions.) 1 Briefly describe the organization's mission See Additional Data Table 2 Did the organization undertake any significant program services during the year which were not listed on the priorForm 990 or 990-EZ7 I_Yes If"Yes," describe these new services on Schedule 0 3 Did the organization cease conducting or make significant changes in how it conducts any program services? I_Yes If"Yes," describe these changes on Schedule 0 4 Describe the exempt purpose achievements for each ofthe organization's three largest program services by expenses Section 501(c)(3) and (4) organizations and 4947(a)(1) trusts are required to report the amount ofgrants and allocations to others, the total expenses, and revenue, ifany, for each program service reported 4a (Code (Expenses including grants of (Revenue Scientific Publications -- The AMA published the Journal of the American Medical Association and nine specialty Journals These Journals were distributed to more than 600,000 individual recipients worldwide The Journals included definitive, peer reviewed clinical and investigative reports spanning major medical disciplines to support informed clinical decision--making and to enable physicians to remain current professionally 4b (Code (Expenses including grants of (Revenue The AMA IS committed to seeking change in the state and Federal legal/regulatory environments to protect the needs of patients and enable physicians in their care Predominant areas of focus are Medicare payment reform, care for the uninsured, and medical liability reform The AMA also commits to helping physicians overcome systemic barriers to effective practice management, particularly those that interfere with the patient--physician relationship or impede the economic viability of the physician practice A predominant area of focus is reform of private health plan payment and related practices AMA continues to develop and apply AMA expertise to achieve appropriate scope of practice regulations, address the shortfall in the physician workforce relative to patient needs and monitor the impact of consumer--driven health plans on delivery of health care 4c (Code (Expenses including grants of (Revenue The book and product group I5 responsible for the development and sales of medical information books and products designed to meet the needs of members, potential members, consumers, and businesses The complete catalog includes medical practice information and ethics texts, CPT and other medical coding texts, as well as many other relevant topics for the medical profession 4d Other program services (Describe in Schedule 0) (Expenses including grants of$ (Revenue 4e Total program service expenses Must equal Part IX, Lrne 25, column (5). Form 990 (2008) Form 990 (2008) Page 3 Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," No complete ScheduleA . . 1 Is the organization required to complete Schedule B, Schedule ofContributorsDid the organization engage in direct or indirect political campaign activities on behalfofor in opposition to No candidates for public office? If "Yes/complete Schedule C, Part I 3 4 Section 501(c)(3) organizations Did the organization engage in lobbying activities? If "Yes/complete Schedule C, 4 5 Section 501(c)(4), 501(c)(5), and 501(c)(6) organizations Is the organization subject to the section 6033(e) notice and reporting requirement and proxy tax? If "Yes,"complete Schedule C, Part 5 es 6 Did the organization maintain any donor advised funds or any accounts where donors have the right to provide advice on the distribution or investment ofamounts in such funds or accounts? If "Yes,"complete 5 0 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas or historic structures? If "Yes/complete Schedule D, Part II 7 0 8 Did the organization maintain collections of works ofart, historical treasures, or other similar assets? If "YesDid the organization report an amount in Part X, line 21, serve as a custodian for amounts not listed in Part X, or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part I 9 0 10 Did the organization hold assets in term, permanent,or quasi-endowments? If "Yes,"complete Schedule D, Part l/E 10 No 11 Did the organization report an amount in Part X, lines 10, 12,13, 15, or 25? If "Yes/complete Schedule Did the organization receive an audited financial statement for the yearfor which it is completing this return that was prepared in accordance with If "Yes/complete Schedule D, Parts XI, XIIthe organization a school as described in section 170(b)(1)(A)(ii)7 If "Yes/complete ScheduleE 14a Yes Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the 7 If "Yes,"complete ScheduleF, Part I . . 14b Yes 15 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofgrants or assistance to any organization or entity located outside the United States'? If Schedule F, Part II 15 0 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 ofaggregate grants or assistance to individuals located outside the United States? If "Yes/complete ScheduleF, Part . . 15 0 17 Did the organization report more than $15,000 on Part IX, column (A), line 11e7 If "Yes,"complete Schedule G, 17 No PartI 18 Did the organization report more than $15,000 total on Part lines 1c and 8a'? If "Yes/complete Schedule G, 18 19 Did the organization report more than $15,000 on Part line 9a? If "Yes/complete Schedule G, Part 19 No 20 Did the organization operate one or more hospitals? If "Yes,"complete ScheduleH . . . . . 20 No 21 Did the organization report more than $5,000 on Part IX, column (A), line If "Yes/complete Schedule I, Parts I 21 Yes and II 22 Did the organization report more than $5,000 on Part IX, column (A), line If "Yes/complete Schedule I, Parts I 22 and 23 Did the organization answer "Yes" to Part VII, Section A, questions 3, 4, or 57 If "Yes/complete Schedule 23 es 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as ofthe last day ofthe year, that was issued after December 31, 2002? If "Yes,"answer questions 24b--24d and complete Schedule K. If "No,"go to question Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception'? . . . 24b Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds24C Did the organization act as an "on beha|fof" issuer for bonds outstanding at any time during the year? . . . 24d 25a Section 501(c)(3) and 501(c)(4) organizations Did the organization engage in an excess benefit transaction with adisqualified person during the year? If "Yes/completeScheduleL, PartI . . . . . . . . . 252! Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person from a prior year? If "Yes,"complete Schedule L, PartI . . . . . . . . . . . . . 25b 26 Was a loan to or by a current orformer officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as ofthe end ofthe organization's tax year? If "Yes,"complete Schedule L, 26 No Part II 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantial contributor, or to a person related to such an individual? If "Yes/complete Schedule L, Part 27 N0 Form 990 (2008) Fonn990(2008) Checklist of Required Schedules (ContinuedPage 4 During the tax year, did any person who is a current orformer officer, director, trustee, or key employee Have a direct business relationship with the organization (other than as an officer, director, trustee, or employee), or an indirect business relationship through ownership of more than 35% in another entity (individually or collectively with other person(s) listed in Part VII, Section If "Yes/complete Schedule L, Part IV Have a family member who had a direct or indirect business relationship with the organization? If "Yes," complete Schedule L, Part IV Serve as an officer, director, trustee, key employee, partner, or member ofan entity (or a shareholder ofa professional corporation) doing business with the organization? If "Yes/complete Schedule L, Part IV Did the organization receive more than $25,000 in non-cash contributions? If "Yes/complete ScheduleM Did the organization receive contributions ofart, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes,"complete Schedule Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes,"complete Schedule N, Partf Did the organization sell, exchange, dispose of, ortransfer more than 25% ofits net assets? If "Yes/complete Schedule N, Part II Did the organization own 100% ofan entity disregarded as separate from the organization under Regulations section 301 7701-2 and 301 7701-37 If "Yes/complete Schedule R, PartI Was the organization related to any tax-exempt or taxable entity? If "Yes,"complete Schedule R, Parts II, IV, and V, line 1 Is any related organization a controlled entity within the meaning ofsection 512(b)(13)7 If "Yes,"complete Schedule R, Part V, line 2 501(c)(3) organizations Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2 Did the organization conduct more than 5 percent ofits activities through an entity that is not a related organization and that is treated as a partnership forfederal income tax purposes? If "Yes,"complete Schedule R, Part Fonn990(2008) Fonn990(2008) Statements Regarding Other IRS Filings and Tax Compliance 12a Page 5 Yes No Enter the number reported In Box 3 of Form 1096, Annual Summary and TransmIttaI of U.S. InformatIon Returns. Enter -0- If not 1a 409 Enter the number of Forms W-2G Included In |Ine la Enter-0- If not 1 0 the organIzatIon comply wIth backup rules for reportable payments to vendors and reportable gamlng wInnIngs to prIze wInners7 1C Yes Enter the number ofemployees reported on Form W-3, TransmIttaI of Wage and Tax Statements fI|ed for the calendar year wIth or wIthIn the year covered by thIs return 23 1,155 Ifat least one Is reported In 2a, dId the organlzatlon file all requlred federal employment tax returns? Note:If the sum of [Ines la and 2a 15 greater than 250, you may be requIred to e-fII'e thIs return. 2'3 Yes the organIzatIon have unrelated buslness gross Income of$1,000 or more durIng the year covered by thIs return? 33 YES If"Yes," has It fI|ed a Form 990-T for thIs year? If "No,"provIde an expI'anatIon In Schedule 0 3b Yes At any tlme durIng the calendar year, dId the organlzatlon have an Interest In, or a slgnature or other authorlty over, a fInancIa| account In a forelgn country (such as a bank account, securItIes account, or otherfinanclal account)? 43 Yes If"Yes," enterthe name ofthe forelgn country UK See the Instructlons for exceptlons and fI|Ing requlrements for Form TD 90-22.1, Report of Forergn Bank and FInancIaI Accounts. Was the organlzatlon a party to a prohIbIted tax sheltertransactlon at any tlme durIng the tax year? 5a No any taxable party notIfy the organIzatIon that It was or Is a party to a prohIbIted tax shelter transactIon7 5b No If"Yes," to 5a or 5b, dId the organlzatlon file Form 8886-T, DIscI'osure by Tax-Exempt ProhIbIted Tax Shelter Trans actIon 51': the organIzatIon so|IcIt any contrIbutIons that were not tax deductIb|e7 6a No If"Yes," dId the organIzatIon Include wIth every so|IcItatIon an express statement that such contrIbutIons or gIfts were not tax deductIb|e7 6b Orgamzatrons that may receIve deductIbIe contrIbutIons undersectIon 170(c). the organlzatlon provlde goods or servlces In exchange for any quId pro quo contrIbutIon of$75 or 7a more? If"Yes," dId the organIzatIon notIfy the donor ofthe value ofthe goods or servlces provIded'-' 7b the organIzatIon sell, exchange, or otherwlse dlspose personal property for whIch It was requlred to file Form 82827 . . . 7C If"Yes," Indlcate the number of Forms 8282 filed durIng the year 7d the organIzatIon, durIng the year, recelve any funds, dlrectly or Indlrectly, to pay premlums on a personal benefit contract? 7e the organIzatIon, durIng the year, pay premlums, dlrectly or Indlrectly, on a personal benefit contract? 7f For all contrIbutIons ofqua|IfIed Intellectual property, dId the organIzatIon file Form 8899 as requIred7 7g For contrIbutIons ofcars, boats, alrplanes, and other vehlcles, dId the organlzatlon file a Form 1098-C as requIred'? 7h Sectron 501(c)(3) and other sponsorrng orgamzatrons maIntaInIng donor adwsed funds and sectron 509(a)(3) supportIng organrzatrons. the organIzatIon, or a fund maIntaIned by a sponsorlng organIzatIon, have excess buslness atany tlme durIng the 8 year? Sectron 501(c)(3) and other sponsorrng organIzatIons maIntaInIng donor adwsed funds. the organIzatIon make any taxable dIstrIbutIons under sectlon 49667 9a the organlzatlon make a dIstrIbutIon to a donor, donor advlsor, or related person? 9b Sectron 501(c)(7) organrzatrons. nter InItIatIon fees and capltal contrIbutIons Included on Part |Ine 12 10a Gross recelpts, Included on Form 990, Part |Ine 12, for pub|Ic use ofclub 10b facI|ItIes Sectlon 501(c)(12) organIzatIons Enter Gross Income from members or shareholders 11a Gross Income from other sources (Do not net amounts due or paId to other sources agalnstamounts due or recelved from them) 11b Sectron 4947(a)(1) non-exempt chantable trusts. Is the organlzatlon fI|Ing Form 990 In |Ieu of Form 1041'? 12a If"Yes," enter the amount oftax-exempt Interest recelved or accrued durIng the yea, 12b Fonn990(2008) Form 990 (2008) Page6 Governance, Management, and Disclosure (Sections A, B, and Crequest information about policies not required by the Internal Revenue Code.) Section A. Governing Body and Management Yes No For each "Yes response to lines 2-7 below, and for a "No" response to lines 8 or 9b below, describe the circumstances, processes, or changes in Schedule 0. See instructions. 1a Enterthe number ofvoting members ofthe governing body . . 1a 21 Enterthe number ofvoting members that are independent . . 1b 21 2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee,or key employee? 2 N0 3 Did the organization delegate control over management duties customarily performed by or under the direct supervision ofofficers,directors ortrustees,or key employees toa managementcompany or other person? 3 N0 4 Did the organization make any significant changes to its organizational documents since the prior Form 990 was filed? N0 Did the organization become aware during the year ofa material diversion ofthe organization's assets? No Does the organization have members or stockholders? Yes 7a Does the organization have members, stockholders, or other persons who may elect one or more members ofthe governing body'? 7a Yes Are any decisions ofthe governing body subject to approval by members, stockholders, or other persons? 7b No 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following the governing body? 8a Yes each committee with authority to act on behalfofthe governing body'? 8b Yes 9a Does the organization have local chapters, branches, or affiliates? 9a No If"Yes," does the organization have written policies and procedures governing the activities ofsuch chapters, affiliates, and branches to ensure their operations are consistent with those ofthe organization? 9b 10 Was a copy ofthe Form 990 provided to the organization's governing body before it was filed? All organizations must describe in Schedule the process, ifany, the organization uses to review the Form 990 10 Yes 11 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization's mailing address? If"Yes," provide the names and addresses in Schedule 0 11 N0 Section B. Policies Yes No 12a Does the organization have a written conflict ofinterest policy? If go to line 13 12a Yes Are officers, directors ortrustees, and key employees required to disclose annually interests that could give rise to conflicts? 12b Yes Does the organization regularly and consistently monitor and enforce compliance with the policy? If"Yes," describe in Schedule 0 how this is done 12C Yes 13 Does the organization have a written whistleblower policy? 13 Yes 14 Does the organization have a written document retention and destruction policy? 14 Yes 15 Did the process for determining compensation ofthe following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation ofthe deliberation and decision a The organization's CEO, Executive Director, ortop management official'-' 15a Yes Other officers or key employees ofthe organization? 15b Yes Describe the process in Schedule 16a Did the organization invest in, contribute assets to, or participate in a _]0|nlI venture or similar arrangement with a taxable entity during the year? 15a N0 If"Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in Joint venture arrangements under applicable Federal tax law, and taken steps to safeguard the organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 18 19 20 List the States with which a copy ofthis Form 990 is required to be filed Section 6104 requires an organization to make its Form 1023 (or 1024 ifapplicable), 990, and 990-T (501(c) (3)s only) available for public inspection Indicate how you make these available Check all that apply own website another's website I7 upon request Describe in Schedule 0 whether (and ifso, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public See Additional Data Table State the name, physical address, and telephone number ofthe person who possesses the books and records ofthe organization Denise Hagerty 515 State Street Chicago,IL 60654 (312)464-5000 Form 990 (2008) Form 990 (2008) Page 7 Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Section A Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed Use Schedule J-2 ifadditional space is needed List all ofthe organization's current officers, directors, trustees (whether individuals or organizations) and key employees regardless ofamount ofcompensation, and current key employees Enter -0- in columns (D), (E), and (F) if no compensation was paid List the organization's five current highest compensated employees (otherthan an officer, director, trustee or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations List all ofthe organization's former officers, key employees, or highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations List all ofthe organization's former directors ortrustees that received, in the capacity as a former director or trustee ofthe organization, more than $10,000 of reportable compensation from the organization and any related organizations List persons in the following order individual trustees or directors, institutional trustees, officers, key employees, highest compensated employees, and former such persons l_ Check this box ifthe organization did not compensate any officer, director, trustee or key employee (C) Position (check all that apply) (E) (F) (B) finial: (D) Reportable Estimated 3 :u 11: Reportable amount ofother (A) Average CI compensation Compensatlon compensation hours 2 EL from related Name and Title per 3 .1. E1 from the Organizations from the week 3 organization (W- 2/1099_ organization and 3 5 3 MISC) related organizations 5' is Kendall Allred Trustee 17 00 19,550 0 0 Joseph Annis MD Trustee 21 00 91,272 0 0 Peter Carmel MD Trustee 24 00 60,125 0 0 Ronald Davis MD President/Past President 26 00 421,000 0 0 Chris DeRienzo Trustee 30 00 28,515 0 0 William A Dolan MD Trustee 25 00 100,750 0 0 Andrew Gurman MD, Vice--Speaker 21 00 87,631 0 0 William A Hazel MD Trustee 24 00 96,125 0 0 Cyril Hetsko MD FACP Trustee 24 00 84,175 0 12,000 Joseph HeymanMD PC, Chair--E|ect Chair 51 00 219,000 0 15,500 Ardis Hoven MD Trustee 34 00 115,425 0 15,500 Christopher Kay Trustee 13 00 44,375 0 0 Edward Langston MD, Chair Past Chair 33 00 191,176 0 15,500 Jeremy A Lazarus MD, Speaker 32 00 127,126 0 0 Mary Anne McCaffree MD Trustee 16 00 36,550 0 0 Robert McMillan JD Trustee 18 00 30,158 0 6,000 Nancy Nielsen MD 56 00 268,072 0 15,500 Rebecca Patchin MD Trustee Chair--E|ect 36 00 152,915 0 15,500 William Plested MD Past--President 35 00 136,750 0 7,750 James Rohack MD Trustee President--E|ec 35 00 200,698 0 0 Samantha Rosman MD Trustee 18 00 41,037 0 0 Steve Stack MD Trustee 23 00 91,975 0 0 Robert Wah MD, Trustee 21 00 67,778 0 15,500 Cecil Wilson MDPA, Past--Chair Tmstee 30 00 117,450 0 0 Bernard Hengesbaugh Chief Operating Officer 65 00 746,455 0 52,354 Michael Maves MD MBA EVP CEO 65 00 890,902 0 65,991 Richard A Deem SVP, Advocacy 65 00 409,616 0 34,396 Catherine DeAnge|is MD SVP, Editor--in--Chief 65 00 582,202 0 61,044 Jon Ekdahl, General Counsel 65 00 449,657 0 53,478 Modena Wilson MD SVP, Prof Standards 65 00 415,678 0 38,004 Michael] Berkery SVP CTO 65 00 477,038 0 39,736 Robert A Musacchio SVP, Business Services 65 00 438,366 0 56,490 Edward Hill MD, Past--President 25,581 0 0 John MD Trustee 22,705 0 0 Form 990 (2008) Form 990 (2008) Pages Continued (C) Position (check all that apply) (F) (D) Estimated (B) 3 3 Reportable Reportable amount of other Average 5 compensation (A) 5'3 compensation compensation 3- hours .--I- from related Name and Title per 3 *5 from the Organizations from the week organization (W- 2/1099_ organization and Z. MISC) related 15, organizations '16 2 3 7,287,828 520,243 1b Total 2 Total number ofindividuals (including those in 1a) who received more than $100,000 in reportable compensation from the organization!-233 Yes No 3 Did the organization list any former officer, director ortrustee, key employee, or highest compensated employee on line 1a? If 5chedui'eJforsuch individual . . . . . . . . . . . . . 3 Yes 4 For any individual listed online 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes/complete Schedulelforsuch individual . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Yes 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization for services rendered to the organization? Schedulelforsuch person . . . . . . . . . . 5 No Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 ofcompensation from the organization (A) (B) (C) Name and business address Description of services Compensation Sid ley Austin Brown Wood PO Box 0642 Provided outside legal services 986,843 Chicago, IL 60690 Gallitano O'Connor LLC 257 East Main Street Suite 300 Provided outside legal services 350,639 Barrington, IL 60010 The McManus Group LLC 660 Ave SE Ste 300 Provided consulting services 240,000 Washington, DC 20003 Tarplin Strategies LLC 2103 Powhatan St Provided consulting services 230,000 Falls Church, VA 22043 June Robinson MD 132 East Delaware Place 5806 Editorial services 195,605 Chicago, IL 60611 2 Total number ofindependent contractors (including those in 1) who received more than $100,000 in compensation from the organization . . . . . . . . . . . . . . . . . . . . . . . . .II- 12 Form 990 (2008) Form 990 (2008) Statement of Revenue Page 9 (A) (B) (C) (D) Total Revenue Related or Unrelated Revenue Exempt Business Excluded from Function Revenue Tax underIRC Revenue 512,513,or514 1a Federated campaigns . . 1a -Litii Membership dues . . 44,481,559 3 1b 51E Fundraising events . -Li-ti 1c Related organizations . . .1d .3 Government grants (contributions) 1e All other contributions, gifts, grants, and 3 similar amounts not included above .-E 1f I- EE Noncash contributions included in lines 1a-1f Total (Add lines 1a-1f) . 44,481,669 Business Code 2a Advertising 541,800 31,100,811 31,100,811 5 1| Subscription 511,120 28,330,703 28,330,703 Credentialing services 541,900 9,914,972 9,914,972 ca Reprint activities 511,190 4,753,316 4,753,316 Educational programs 611,710 2,676,777 2,676,777 All other program service revenue 7,141,028 7,141,028 Total. Add lines 2a-2f Ir 83,917,607 3 Investment income (including dividends, interest other similar amounts) . 1213351905 123351905 Ir 4 Income from investment of tax--exempt bond proceeds Ir 5 Royaltles 55,077,115 55,077,115 Real (ii) Personal 6a Gross Rents Less rental expenses .3 Rental income or(|oss) Net rental income or (loss) . It Securities (ii) Other Gross amount 155,834,684 6,745 from sales of assets other than inventory Less cost or 168,446,051 225,430 other basis and sales expenses Gain or(|oss) --12,611,367 --218,685 Net gain or (loss) -12,830,052 -12,830,052 It 33 Gross income from fundraising events (not including 3 ofcontributions reported on line 5 1c) See PartIV,|ine 18 3 Attach Schedule If total exceeds I: $15,000Less direct expenses . . .b .E Netincome fundraising events . ii>> 93 Gross income from gaming activities See part IV, line 19 Complete Schedule If total exceeds $15,000 a Less direct expenses . . .b Netincome gaming activities Ir 103 Gross sales ofinventory, less returns and allowances 3 49,037,926 Less cost ofgoods sold . . 3,036,606 Net income or (loss) from sales of inventory . 40,951,320 40,951,320 Miscellaneous Revenue Business Code 11a Cafetena sales 722,210 705,855 705,855 Subsidiary service fee 561'000 698'022 698'022 shop sales 561,499 91,814 91,814 2,167,330 2,036,080 131,250 All other revenue Total. Add lines 11a-11d . . . . 3,663,021 12 (mes 1h, 29, 3' 4, 5,6,1, 227,596,585 97,299,887 31,232,061 54,582,968 8c, 9c,10c,and11e . . . . . . Form 990 (2008) Form 990 (2008) Statement of Functional Expenses Page 10 Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D). Do not include amounts reported on lines 6bPart (A) Total expenses (B) Prog ram service expenses (C) Management and general expenses (D) Fundraising expenses 1 Grants and other assistance to governments and organizations in theU See Part IV,|ine21 1,172,636 2 Grants and other assistance to individuals in the See Part IV, line 22 3 Grants and other assistance to governments, organizations and individuals outside the See Part IV, lines 15 and 16 Benefits paid to or for members 5 Compensation ofcurrent officers, directors, trustees, and key employees 7.239.542 6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Other salaries and wages 85,178,001 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) 9 Other employee benefits 16,816,182 10 Payroll taxes 6,115,936 11 Fees for services (non-employees) a Management Legal 1,891,678 Accounting 280,650 Lobbying Professional fundraising See Part IV, line 17 Investment management fees 141,535 Other 18,342,160 12 Advertising and promotion 20,933,133 13 Office expenses 5,382,867 14 Information technology 4,874,964 15 Royalties 872,909 16 Occupancy 15,188,695 17 Travel 7,248,387 18 Payments oftravel or entertainment expenses for any Federal, state or local public officials 19 Conferences, conventions and meetings 5,073,943 20 Interest 167,140 21 Payments to affiliates 22 Depreciation, depletion, and amortization 4,727,803 23 Insurance 1,092,528 24 Other expenses--Itemize expenses not covered above (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below) a Pub prod dist costs 28,910,359 Membership solicitation 5,011,349 Market research 1,937,142 Outbound telemarketing 1,727,541 Employees recruitment 1,070,688 All other expenses 7,524,529 25 Total functional expenses. Add lines 1 through 24f 248,922,297 26 Joint Costs. Check iffollowing SO 98-2 Complete this line only ifthe organization reported in column (B)_1oint costs from a combined educational campaign and fundraising solicitation Form 990 (2008) Form 990 (2008) Page 11 Balance Sheet (A) (B) Beginning ofyear End ofyear 1 Cash--non-interest-bearing 1.532.574 1 44.125 2 Savings and temporary cash investments 23.539.631 2 17.435.501 3 Pledges and grants receivable, net 3 4 Accounts receivable, net 21.816.407 4 15.515.729 5 Receivables from current and former officers, directors, trustees, key employees or other related parties Complete Part II of ScheduleL 5 6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) Complete Part II of ScheduleL 5 7 Notes and loans receivable, net 7 Inventories for sale or use 3.467.456 8 4.175.816 fl 9 Prepaid expenses and deferred charges 23.541.907 9 15.135.332 I11 10a Land, buildings, and equipment cost basis 10a 101,712,257 Less accumulated depreciation Complete Part VI of ScheduleD 10b 82,891,270 19,810,197 10.; 18,820,987 11 Investments--pub|ic|y traded securities 11 231.242.139 12 Investments--other securities See Part IV, line 11 Complete Part VII of 323.267.309 26.569.140 ScheduleD 12 13 Investments--program-related See Part IV, line 1 1 Complete Part 43.905.072 of Schedule 13 14 Intangible assets 14 15 Other assets See Part IV, line 11 Complete Part IX of Schedule 12.843.193 12.879.507 15 16 Total assets. Add lines 1 through 15 (must equal line 34) 493.774.301 16 391.363.276 17 Accounts payable and accrued expenses 29.913.901 17 29.105.913 18 Grants payable 18 19 Deferred revenue 41.611.933 19 33.163.267 20 Tax-exempt bond liabilities 20 1.1" 21 Escrow account liability Complete Part IVofScheduleD 21 22 Payable to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified 3 persons Complete Part II of ScheduleL 22 23 Secured mortgages and notes payable to unrelated third parties 23 24 Unsecured notes and loans payable 24 25 Other liabilities Complete Part of Schedule 53.126.635 25 60.371.023 26 Total liabilities. Add lines 17 through 25 129,652,469 26 128,140,208 Organizations that follow SFAS 117, check here |7 and complete lines 27 3 through 29, and lines 33 and 34. 27 Unrestricted net assets 361.030.103 27 261.023.135 28 Temporarily restricted net assets 3.091.729 28 2.399.933 29 Permanently restricted net assets 29 Organizations that do not follow SFAS 117, check here II- and complete :5 lines 30 through 34. 30 Capital stock ortrust principal, or current funds 30 31 Paid-in or capitalsurp|us,or|and,bui|ding or equipment fund 31 32 Retained earnings, endowment, accumulated income, or other funds 32 33 Total net assets or fund balances 364.121.332 33 263.723.063 34 Total liabilities and net assets/fund balances 493.774.301 34 391.333.273 Financial Statements and Reporting Yes No 1 Accounting method used to prepare the Form 990 l_cash l7accrua| l--other 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a No Were the organization's financial statements audited by an independent accountant? 2b No If"Yes" to lines 2a or 2b, does the organization have a committee that assumes responsibility for oversight ofthe audit, review, or compilation ofits financial statements and selection ofan independent accountant? 3a As a result ofa federal award, was the organization required to undergo an audit or audits as set forth in the Yes Single AuditAct and OMB Circu|arA-1337 33 If"Yes," did the organization undergo the required audit or audits'? 3b Yes Form 990 (2008) Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - DLN: 93493317oo2419| SCHEDULE Political Campaign and Lobbying Activities OMB N0 1545'??47 (Form 990 or 990-52) For Organizations Exempt From Income Tax Under section 501(c) and section 527 Department of the To be completed by organizations described below. Attach to Form 990 or Form 990-EZ Open to Public Treasury Internal Revenue Service If the organization answered "Yes," to Form 990, Part IV, Line 3, or Form 990-EZ, Part VI, line 46 (Political Campaign Activities) II Section 501(c)(3) organizations complete Parts l--A and Do not complete Part l--C in Section 501(0) (other than section 501(c)(3)) organizations complete Parts l--A and below Do not complete Part l--B II Section 527 organizations complete Part I-A only If the organization answered "Yes," to Form 990, Part IV, Line 4, or Form 990EZ, Part VI, line 47 (Lobbying Activities) in Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) complete Part ll--A Do not complete Part ll--B II Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)) Complete Part ll-B Do not complete Part ll-A If the organization answered "Yes," to Form 990, Part IV, Line 5 (Proxy Tax) in Section 501(c)(4), (5), or (6) organizations complete Part Name ofthe organization Employer identification number American Medical Association 36-0727175 To be completed by all organizations exempt under section 501(c) and section 527 organizations. (See the instructions for Schedule for details.) 1 Provide a description ofthe organization's direct and indirect political campaign activities in Part IV 2 Political expenditures 5,000 3 Volunteer hours 0 To be completed by all organizations exempt under section 501(c)(3). (See the instructions for Schedule for details.) 1 Enter the amount ofany excise tax incurred by the organization under section 4955 2 Enterthe amount ofany excise tax incurred by organization managers under section 4955 3 Ifthe organization incurred in a section 4955 tax, did it file Form 4720 forthis year? Yes No 4a Was a correction made? Yes No If"Yes," describe in Part IV Part I--C To be completed by all organizations exempt under section 501(c), except section 501(c)(3). (See the instructions for Schedule for details.) 1 Enter the amount directly expended by the filing organization for section 527 exempt function activities 0 2 Enter the amount ofthe filing organization's internal funds contributed to other organizations for section 527 exempt funtion activities 0 3 Total ofdirect and indirect exempt function expenditures Add lines 1 and 2 and enter here and on Form 17b Did the filing organization file Form 1120-POL for this year? I-- Yes No State the names, addresses and Employer Identification Number (EIN) ofall section 527 political organizations to which payments were made Enterthe amount paid and indicate ifthe amount was paid from the filing organization's own internal funds or were political contributions received and and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC) Ifadditional space is needed, provide information in Part IV (3) Name Address (C) EIN Amount paid from (3) Amount Of filing organization-S contributions received internal funds Ifnone, and Pr?mPt'V and enter_0_ directly delivered toa separate political organization Ifnone, enter-0- For Paperwork Reduction Act Notice, see the instructions for Form 990. at 50 084$ Schedule (Form 990 or 990-EZ) 2008 Schedu|eC (Form 990 or990-EZ)2008 Page2 To be completed by organizations exempt under section 501(c)(3) that filed Form 5768 (election under section 501(h)). (See the instructions for Schedule for details.) A Check l_ ifthe filing organization belongs to an affiliated group Check l_ ifthe filing organization checked box A and ''limited control" provisions apply . . . . Filing Affiliated Limits Lobbying (T eterm expen itures means amounts pai or incurre .) Totals Totals 1a Total lobbying expenditures to influence public opinion (grass roots lobbying) Total lobbying expenditures to influence a legislative body (direct lobbying) Total lobbying expenditures (add lines 1a and 1b) Other exempt purpose expenditures Total exempt purpose expenditures (add lines 1c and 1d) Lobbying nontaxable amount Enterthe amount from the following table in both columns- If the amount on line 1e, column or is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000 Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000 Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000 Over $17,000,000 $1,000,000 Grassroots nontaxable amount (enter 25% ofline 1f) Subtract line 1g from line 1a Enter -0- ifline is more than line a i Subtract line lffrom line 1c Enter -0- ifline fis more than line Ifthere IS an amount otherthan zero on eitherline 1h orline 1i,did the organization file Form 4720 reporting section 4911 tax forthis year? l_ es l_ 4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the instructions for lines 1a through 1f of the instructions.) Lobbying Expenditures During 4-Year Averaging Period yea' "Sc" yea' 2005 2006 2007 2008 Total beginning in) 2a Lobbying non-taxable amount Lobbying ceiling amount (150?/o ofline 2a, Total lobbying expenditures Grassroots non-taxable amount Grassroots ceiling amount (150?/o ofline d, column Grassroots lobbying expenditures Schedule (Form 990 or 990-EZ) 2008 Schedule (Form 990 or 990-EZ) 2008 Part II-B To be completed by organizations exempt under section 501(c)(3) that have NOT filed Form 5768 (election under section 501(h)). (See the instructions for Schedule for details.) Page 3 (D) Yes No A mount in 2a During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of Volunteers'? Paid staffor management (include compensation in expenses reported on lines through Media advertisements? Mailings to members, legislators, or the public? Publications, or published or broadcast statements? Grants to other organizations for lobbying purposes? Direct contact with legislators, their staffs, government officials, or a legislative body'? Rallies, demonstrations, seminars, conventions, speeches, lectures, or any other means? Other activities If"Yes," describe in Part IV Total lines 1c through 1i Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? If"Yes" enter the amount ofany tax incurred under section 4912 If"Yes" enter the amount ofany tax incurred by organization managers under section 4912 Ifthe filing organization incurred a section 4912 tax, did it file Form 4720 for this year? To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). (See the instructions for Schedule for details.) Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? 1 No 2 Did the organization make only in-house lobbying expenditures of$2,000 or less? 2 No 3 Did the organization agree to carryover lobbying and political expenditures from the prior year? 3 No To be completed by all organizations exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part questions 1 and 2 are answered "No" OR if Part Ill-A, question 3 is answered "Yes." (See the instructions for Schedule for details.) 1 Dues,assessments and similaramounts from members 1 45,049,055 2 Section 162(e) non-deductible lobbying and political expenditures (do not include amounts ofpolitical expenses for which the section 527(f) tax was paid). a CurrentYear 2a 2012141859 Carryoverfrom last year 2b Total 2c 20,214,859 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 22,524,527 4 Ifnotices were sent and the amount on line 2c exceeds the amount on line 3, what portion ofthe excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? 4 5 Taxable amount oflobbying and political expenditures (line 2c total minus 3 and 4) 5 -2,309,668 Supplemental Information Complete this part to provide the descriptions required for Part I-A, line 1, Part I-B, line 4, Part I-C, line 5, and Part ll-B, line 1i Also, complete this part for any additional information Identifier Ret urn Reference Explanation Part I-A, Line 1 Organizations Direct and Indirect Political Campaign Activities AMA contributed to the Democratic and Republican state party in Iowa during 2008 to provide support to both political parties in their efforts to prepare forthe 2008 caucuses Schedule (Form 990 or 990EZ) 2008 Schedu|eC (Form 990 or990-EZ)2008 Pa e4 Su lemental Information Identifier Ret urn Reference Explanation Schedule (Form 990 or 990EZ) 2008 Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - SCHEDULE (Form 990) Department of the Treasury Internal Revenue Service OMB No 1545-0047 Open to Public Inspection Supplemental Financial Statements II- Attach to Form 990. To be completed by organizations that answered "Yes," to Form 990, Part IV, line 12. Name of he organization American Medical Association Employer identification number 36-0727175 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6. U1-DUJNI-I Donor advised funds Funds and other accounts Total number at end ofyear Aggregate Contributions to (during year) Aggregate Grants from (during year) Aggregate value at end ofyear Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization's property, subject to the organization's exclusive legal control? YES N0 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be used only for charitable purposes and not for the benefit ofthe donor or donor advisor or other impermissible private benefit? I-- Yes N0 Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7. 1 0 D. Purpose(s) ofconservation easements held by the organization (check all that apply) Preservation ofland for public use (e recreation or pleasure) Protection of natural habitat I-- Preservation ofan historically importantly land area Preservation ofcertified historic structure Preservation ofopen space Complete lines 2a--2d ifthe organization held a qualified conservation contribution in the form ofa conservation easement on the last day ofthe tax year Held at the End of the Year Total number ofconservation easements 23 Total acreage restricted by conservation easements 2b Number ofconservation easements on a certified historic structure included in 2C Number ofconservation easements included in acquired after 8/17/06 2d Number ofconservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable year Number ofstates where property subject to conservation easement is located I-- Does the organization have a written policy regarding the periodic monitoring, inspection, violations, and enforcement ofthe conservation easements it holds? Yes N0 Staffor volunteer hours devoted to monitoring, inspecting and enforcing easements during the year I-- Amount ofexpenses incurred in monitoring, inspecting, and enforcing easements during the year Does each conservation easement reported on line 2(d) above satisfy the requirements ofsection 170(h)(4)(B)(i)and 170(h)(4)(B)(ii)7 |--Yes l--No In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, ifapplicable, the text ofthe footnote to the organization's financial statements that describes the organization's accounting for conservation easements Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" to Form 990, Part IV, line 8. 1a Ifthe organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance ofpublic service, provide, in Part XIV, the text ofthe footnote to its financial statements that describes these items Ifthe organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works ofart, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance ofpublic service, provide the following amounts relating to these items Revenues included in Form 990, Part line 1 (ii)Assets included in Form 990,PartX 2 Ifthe organization received or held works ofart, historical treasures, or other similar assets forfinancial gain, provide the following amounts required to be reported under SFAS 116 relating to these items a Revenues included in Form 990, Part line 1 Assetsincluded in Form 990,PartX For Paperwork Reduction Act Notice, see the Int ruct ions for Form 990 Cat 5228 3D Schedule (Form 990) 2008 Schedu|eD (Form 990)2008 Page 2 anizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's accession and other records, check any ofthe following that are a significant use ofits collection items (check all that apply) a publlc Loan or exchange programs Scholarly research Other Preservation forfuture generations 4 Provide a description ofthe organization's collections and explain how they further the organization's exempt purpose in Part XIV 5 During the year, did the organization solicit or receive donations ofart, historical treasures or other similar assets to be sold to raise funds rather than to be maintained as part ofthe organization's collection? YES N0 Trust, Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990,PartX? If"Yes," explain why in Part XIV and complete the following table Amount Beginning balance Additions during the year 3 Distributions during the year Ending balance 2a Did the organizationinclude an amount on Form 990,Part X,|ine21? I_Yes the arrangement in Part XIV Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10. (a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back 1a Beginning ofyear balance Contributions Investment earnings or losses Grants or scholarships 00.05' Other expenditures for facilities and programs Administrative expenses End ofyear balance 2 Provide the estimated percentage ofthe year end balance held as a Board designated or quasi-endowment II- Permanent endowment II- Term endowment F- 3a Are there endowment funds not in the possession ofthe organization that are held and administered forthe organization by Yes No (i)unrelatedorganizations . . . . . . . . . . . . . . . . . . . . . . . . 3a(i) (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . If"Yes" to 3a(ii), are the related organizations listed as required on Schedule Describe in Part XIV the intended uses ofthe organization's endowment funds Investments--Land, Buildings, and Equipment. See Form 990, Part X, line 10. Description of investment (C) Depreciation Book value 1a Land Buildings Leasehold improvements . . . . . . . . . . . . 23,954,522 14,982,337 8,972,185 Equipment . . . . . . . . . . . . . . . . 4,057,694 2,671,553 1,386,141 Other . . . . . . . . . . . . . . . . . 73,700,041 65,237,380 8,462,661 Total. Add lines 1 a- le (Column should equal Form 990, Part X, column (B), line . . . . . . . . II- 18,820,987 Schedule (Form 990) 2008 Schedu|eD (Form 990)2008 Page 3 Investments--Other Securities. See Form 990, Part X, line 12. Description ofsecurity or cateory Method ofvaluation (including name ofsecurity) Value Cost or end-of-year market value Financial derivatives and otherfinancial products Closely-held equity interests Other Fixed income commingled trust 26,569,140 Total. (Column should equalForm 990, Part X, col (B) line 12) 26,569,140 line 13. Investments--Pro ram Related. See Form 990 Part ethod of valuation Book Value Cost or end-of-year market value Description of investment type Total. (Column should equalForm 990, Part X, col (B) line 13) Other Assets. See Form 990 Part line 15. Description Book value 12,373,706 505,801 Investment in 100% owned subsidiary Income taxes receivable 12 879 507 Column should ual Form 990 PartX col. llne15. Other Liabilities. See Form 990 Part Description ofLiabi|ity Total. line 25. Amount Federal Income Taxes Deferred rent 938,992 567,281 51,198,134 2 936 041 1,840,102 3 390 473 Pension Post retirement healthcare benefits Deferred com ensation Deferred tenant allowances received Reserved for subleased office 5 ace Total. (Column should equal Form 990, Part X, col (B) line 25Part XIV, provide the text ofthe footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 Schedule (Form 990) 2008 Schedu|eD (Form 990)2008 Page4 Reconciliation of Change in Net Assets from Form 990 to Financial Statements 1 Totalrevenue (Form 12) 1 22715951535 2 Totalexpenses (Form 990,PartIX,co|umn 25) 2 24319221297 3 Excess or (deficit) forthe year Subtract line 2 from line 1 3 '2113251712 4 Net unrealized gains (losses) on investments 4 '5419471457 5 Donated services and use offacilities 5 5 Investment expenses 5 7 Prior period adjustments 7 3 Other(Describein Part XIV) 3 '1411201595 9 Total adjustments (net) Add lines 4 - 8 9 '-/910531052 10 Excess or (deficit) forthe year perfinancial statements Combine lines 3 and 9 10 '10013931754 ml Reconciliation of Revenue per Audited Financial Statements With Revenue per Return 1 Total revenue, gains, and other support per audited financial statements . . . . . . . . . 1 2 Amounts included on line 1 but not on Form 990, Part line 12 a Net unrealized gains on investments . . . . . . . . . . 2a Donated services and use offacilities . . . . . . . . . 2b Recoveries ofprior year grants . . . . . . . . . . . 2c Other(Describe in Part XIVAdd lines 2a through Subtract line 2e from line Amounts included on Form 990, Part line 12, but not on line 1 Investment expenses notincluded on Form 7b . 4a Other(Describe in Part XIVAdd lines Tota|Revenue Addlines 3and 4c. (This should equa|Form 990,Part I,|ine Reconciliation of Expenses per Audited Financial Statements With Expenses per Return Total expenses and losses per audited financial statements . . . . . . . . . . . . 1 2 Amounts included on line 1 but not on Form 990, Part IX, line 25 a Donated services and use offacilities . . . . . . . . . . 2a Prior year adjustments . . . . . . . . . . . . . . 2b Losses reported on Form 990,PartIX,|ine Other(Describe in Part XIVAddlines Zathrough Subtract line 2e from line Amounts included on Form 990, Part IX, line 25, but not on line 1: Investment expenses notincluded on Form 7b . . 4a Other(Describein Part XIVAdd lines Totalexpenses Add lines 3and 4c. (This should equa|Form990,PartI,|ine 18Supplemental Information Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part lines la and 4, Part XIV, lines 1b and 2b, Part V, line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part lines 2d and 4b Identifier Ret urn Reference Explanation Schedule (Form 990) 2008 Schedu|eD (Form 990)2008 Page 5 Su lemental Information continued Identifier Ret urn Reference Explanation Schedule (Form 990) 2008 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN :93493317oo2419| SCHEDULE (Form 990) Department of the Treasury Internal Revenue Service Statement of Activities Outside the United States I- Attach to Form 990. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. OMB No 1545-0047 0 pen to Public Inspect ion Name ofthe organization American Medical Association Employer identification number 36-0727175 General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and the selection criteria used to award the grants or assistance . I7 Yes No 2 For grantmakers. Describe in Part IV the organization's procedures for monitoring the use ofgrant funds outside the nited States 3 Activites per Region (Use Schedule F-1 (Form 990) ifadditional space IS needed) Number of Number of listed In Reglon Offices In the employees or program Services' is a program service, Total expenditures in reglon agents In reglon grants to recipients located in Specmc t'/pe of re'-3'0" the region) service(s) in region Europe (including Iceland and 0 2 Program Services Subscriptions 602,535 Greenland) Totals. Ir 2 602535 For Paperwork Reduction Act Notice, see the instructions for Form 990. Cat No 50082W Schedule (Form 990) 2008 Schedule (Form 990) 2008 Page 2 Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Check this box if no one recipient received more than $5,000 . Use Schedule F--1 if additional space is needed. Fl- IRS code sechon (a)Name of and EIN (if organization Region urpose of grant Amount of cash grant Manner of cash disbursement A mount of of non-cash assistance Description of non-cash assistance Method of valuation (book, FMV, appraisal, other) 2 Enter total number of organizations that are recognized as charities by the foreign country or for which the grantee or counsel . . . Ir has provided a section 501(c)(3) equivalency letter . 3 Enter total number of other organizations or entities . . It Schedu|eF(Form 990)2008 Page 3 ME Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16. Use Schedule F--1 Form 990 if additional ace IS needed. Method of umber of A mount of anner of cash A non' valuation recipients cash grant disbursement (book, FMV, assistance assistance a raisal other Type ofgrant or assistance Region Schedule (Form 990) 2008 Schedu|eF(Form 990)2008 Page4 Supplemental Information Complete this part to rovide the information required in Part I, line 2, and any other additional information. Identifier ReturnReference Explanation Schedule (Form 990) 2008 Additional Data Return to Form Software ID: Softwa re Version: EIN: 36--0727175 Name: American Medical Association Form 990 Schedule Part II -- Grants and Other Assistance to Organizations or Entities Outside The United States IRS code Amount of non- Description of (I) Method of Name of section Purpose of Amount of Manner of valuation Region cash non-cash grant cash grant cash disbursement (book, FMV, appraisal, other) organization and applicable) Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493317002419 schedu|e I OMB No 1545-0047 (Form 990) Grants and Other Assistance to Organizations, Governments and Individuals in the U.S. Department of the Treasury - - - .. .. - open to Public Internal Revenue Service Complete if the organization answered Yes, on Form 990, Part IV, lines 21 or 22. Attach to Form 990. Name of the organization Employer identification number American Medical Association 36-0727175 General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amount ofthe grants or assistance, the grantees' eligibility forthe grants or assistance, and the selection criteria used to award the grants or assistance? . I7 Yes N0 2 Describe in Part IV the organization's procedures for monitoring the use ofgrant funds in the United States Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use Part IV and Schedule I-1 if additional space IS 1(a) Name and address of EIN IRC section Amount ofcash Amount of non- Method ofvaluation Description of Purpose ofgrant organization ifapplicable grant cash (book, FMV,appraisa|, non-cash assistance or assistance or government assistance other) See Additional Data Table 2 Enter total number ofsection 501(c)(3) and government 14 organizationsEntertotal number of other organizations . 12 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat No 50055P Schedule I (Form 990) 2008 Schedule I (Form 990) 2008 Use Schedule I-1 (Form 990) if additional space is needed. Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. (a)Type ofgrant or assistance (b)N umber of Page 2 recipients (c)A mount of cash grant (d)A mount of non-cash assistance Method ofvaluation (book, FMV, appraisal, other) (f)Description of non-cash assistance Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information. See Additional Data Table Ident if ier Procedure for Monitoring Grants in the Ret urn Reference Part I, Line 2 Explanation hrough the performance of its exempt activities Schedule I, Part I, Line 2 The AMA provides grants and assistance to organizations that are recognized public charities and recognized trade associations primarily associated with the medical field The AMA maintains contact with the grantees Schedule I (Form 990) 2008 Additional Data Software ID: Softwa re Version: EIN: Name: 36-0727175 American Medical Association Form 990,Schedu|e I, Part II, Grants and Other Assistance to Governments and Organizations in the United States Return to Form Name and address of EIN IRC Code section Amount ofcash Amount of non- Method ofvaluation Description of Purpose ofgrant organization ifapplicable grant cash (book, FMV,appraisa|, non-cash assistance or assistance or government assistance other) AMA Foundation515 State 36-6080517 501(c)(3) 45,120 To support general Street programs and Chicago,IL 60654 services,events,and Healthcare Recovery Fund American Association of 36-2915937 501(c)(6) 50,000 Generalsupport of Medical Society Executives AAMSE programs and 555 EWe||s StSuite 1100 services Mi|waukee,WI 53202 AMA A||iance515 State 36-2002758 501(c)(3) 54,127 To supportAMA Street Alliance participation Chicago,IL 60654 atAMA's National Advocacy Conference American Heart Association 13-5613797 501(c)(3) 7,500 To support research 4301 North Fairfax Drive and education on Suite 530 future lifesaving Ar|ington,VA 22203 techniques Association ofAmerican 36-2169124 501(c)(3) 14,301 Generalfinancial Medica|Co||eges2450 North support ofprograms and services of Washington, DC 20037 Liaison Committee on Medical Education Bryce Harlow Foundation 52-1266620 501(c)(3) 7,500 Tosupport27th 1701 Ave NW Annual Bryce Harlow Ste 400 Award dinner Washington,DC 20006 Californiaorthopaedic 95-3141127 501(c)(6) 14,500 Grantto assist in Society5380 Elvas Avenue legislation related to 221 scope ofpractice and Sacramento,CA 95819 physicaltherapists CampaignforTobacco Free 52-1969667 501(c)(3) 10,000 To support the Kids1400 I StreetNW Suite campaignforTobacco 1200 Free Kids Washington,DC 20005 Floridaorthopaedic Society 59-6142215 501(c)(6) 13,200 Grantto assist in 17503 Millard Court legislation related to Lutz,FL 33559 scope ofpractice and podiatry Health Coverage forMaine 01-0216933 501(c)(6) 40,000 Generalsupport for PO Box 190 30 Association statewide ballot Dr initiative for health Manchester,ME 04351 coverage Form 990,Schedule I, Part II, Grants and Other Assistance to Governments and Organizations in the United States (a)Name and address of EIN Code (d)Amount ofcash (e)Amount ofnon- Method of Description of (h)Purpose ofgrant organization section grant cash valuation (book, non-cash assistance or assistance or government ifapplicable assistance FMV, appraisal, other) Maine Medical 01-0216933 501(c)(6) 10,000 To assist in AssociationPO Box 190 legislation related to 30 Association Dr scope ofpractice Manchester,ME 04351 and licensing Medica|Society of 54-0299956 501(c)(6) 100,000 Grant to assistin Virginia2924 Emerywood campaignfor Parkway 300 medical liability Richmond,VA 23294 reform Medical 23-1570227 501(c)(6) 75,000 Grant to assistin Society777 East Park legislation related to Drive scope ofpractice Harrisburg,PA 17105 and advance practice nurses Danny Thompson 82-0341683 501(c)(3) 10,000 To cancer Memorial FundPO Box research 232 Sun Va||ey,ID 83353 Institute ofMedicine of 53-0196932 501(c)(3) 25,000 Sponsorship ofthe the National Academies Forum on Medical 500 Fifth Street NW and Public Health Washington,DC 20001 Preparedness for Catastrophic Events American Veterinary 36-0731170 501(c)(6) 50,000 Support for study on Medical Association1931 collaboration Meacham Road between veterinary Schaumburg,IL 60173 and human medicine ehealth Initiative818 52-2303820 501(c)(6) 18,600 Sponsorshipfor Connecticut Ave NW electronic Washington,DC 20006 prescribing report and conference Washington State Medical 91-0462170 501(c)(6) 20,000 To assist in funding Association2033 Sixth oflegal costs for Avenue Suite 1100 Benton Franklin Seatt|e,WA 98121 Physical Orthopaedic Association Wisconsin Medical 39-0634758 501(c)(6) 40,000 To assist in funding Society Inc330 East oflegal costs for Lakeside Street WMS vs Wisconsin Madison,WI 53701 Patients Compensation Fund March ofDimes2700 13-1846366 501(c)(3) 10,000 To support the South Quincy Street Suite 220 Ar|ington,VA 22206 campaign against birth defects Form 990,Schedu|e I, Part II, Grants and Other Assistance to Governments and Organizations in the United States Name and address of EIN IRC Code Amount ofcash Amount of non- Method of Description of Purpose ofgrant organization section grant cash valuation (book, non-cash assistance or assistance or government ifapplicable assistance FMV, appraisal, other) Nationa|Mu|tip|e 53-0237585 501(c)(3) 10,000 To support National Sclerosis Society1800 Multiple Sclerosis Street NW Suite 750 Society's 2008 South Ambassadors Ball Washington,DC 20036 National Patient Safety 36-7166993 501(c)(3) 160,000 Support toimprove Foundation132 Mass safety ofthe Moca Way healthcare system North Adams,MA 01247 Partnership fora Drug- 13-3413627 501(c)(3) 12,500 Tosupportthe Free America156 Fifth Partnership fora Avenue Suite 1100 Drug-Free America's NewYork,NY 10010 6th Annua|Ga|a Project Hope255 Carter 53-0242962 501(c)(3) 25,000 Contribution to Hall Lane support2008 Mi||wood,VA 22646 Volunteer Humanitarian Missions Society forWomen's 52-1694732 501(c)(3) 10,000 To Support the Health Research1025 Society for Women's Connecticut Ave NW Health Research's Suite 701 15th Annua|Ga|a Washington,DC 20036 Dinner US Chamberof 53-0045720 501(c)(6) 250,000 To assist in Commerce's Institute for Legal Reform1615 Street NW Washington,DC 20062 campaigns for federal and state legislative reforms Iefile GRAPHIC print - DO NOT PROCESS |As Filed Data - Schedule (Form 990) Department of the Treasury Internal Revenue Service Compensation Information For certain Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees II- Attach to Form 990. To be completed by organizations that answered "Yes" to Form 990, Part IV, line 23. OMB No 1545-0047 Open to Public Inspection Name of he organization American Medical Association 36-0727175 Employer identification number Questions Regarding Compensation 1a Check the appropiate box(es) ifthe organization provided any ofthe following to orfor a person listed in Form 990, Part VII, Section A, line 1a Complete Part to provide any relevant information regarding these items I7 orchartertravel Travelforcompanions I- Housing allowance or residence for personal use Payments for business use of personal residence Tax idemnification and gross-up payments I7 Health or social club dues or initiation fees Discretionary spending account Personal services (e maid, chauffeur, chef) Ifline 1a is checked, did the organization follow a written policy regarding payment or reimbursement or provision ofall the expenses described above? If"No," complete Part to explain Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line la? Indicate which, ifany, ofthe following the organization uses to establish the compensation ofthe organization's CEO/Executive Director Check all that apply I7 Compensation committee I7 Written employment contract Independent compensation consultant I7 Compensation survey or study Form 990 of other organizations I7 Approval by the board or compensation committee During the year, did any person listed in Form 990, Part VII, Section A, line la Receive a severance payment or change ofcontrol payment? Participate in, or receive payment from, a supplemental nonqualified retirement plan? Participate in, or receive payment from, an equity-based compensation arrangement? If"Yes" to any oflines 4a-c, list the persons and provide the applicable amounts for each item in Part 501(c)(3) and 501(c)(4) organizations only must complete lines 5-8. For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the revenues of The organization? Any related organization? If"Yes," to line 5a or 5b, describe in Part For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contingent on the net earnings of The organization? Any related organization? If"Yes," to line 6a or 6b, describe in Part For persons listed in form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments not described in lines 5 and 67 If"Yes," describe in Part Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was subject to the initial contract exception described in Regs section 53 If"Yes," describe in Part Yes For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions. Cat No 50053T Schedule (Form 990) 2008 Schedu|eJ (Form 990)2008 Page 2 Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J--1 if additional space needed. For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row and from related organizations described in the instructions on row (ii) Do not list any individuals that are not listed on Form 990, Part VII Note.The sum ofcolumns must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a (A) Name (B) Breakdown ofW-2 and/or 1099-MISC compensation (C) Deferred (D) Nontaxable (E) Total ofcolumns Base mi) Other compensation benefits compensation Compensation compensation Ronald Davis MD 413,500 7,500 421,000 (II) Joseph HeymanMD PC 219,000 15,500 234,500 (II) EdwardLLangst0n MD 188,800 2,375 15,500 205,575 (II) Nancy Nielsen MD 261,000 7,072 15,500 233,572 (II) RebeccaJPatchin MD 149,290 3,525 15,500 153,415 (II) JJames Rohack MD 200,698 200,593 (II) Bernard Hengesbaugh (I) 452.247 250,000 44,208 13,800 38,554 798,809 (II) mgzael Maves MD (I) 515.204 220,000 54,698 13,800 52,191 956,893 (II) RIchardA Deem (I) 328.958 54,500 26,158 13,800 20,596 444,012 (II) Elgtherlne DeAnge"S (I) 529,486 22,500 30,216 13,800 47,244 643,246 (II) Jon Ekdahl (I) 363.317 34,000 52,340 13,800 39,678 503,135 (II) Modena WI|sorI MD (I) 313.599 60,000 42,079 13,800 24,204 453,682 (II) MIchae|J Berkerv (I) 320.405 125,000 31,633 13,800 25,936 516,774 (II) RobertA MusacchIo (I) 311.409 92,000 34,957 13,800 42,690 494,856 (II) JEdwardHi||MD 25,581 25,531 (II) J0hnH MD 22,705 22,705 (II) Schedule (Form 990) 2008 Schedule (Form 990) 2008 Page 3 Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1aAlso complete this part for any additional information See Additional Data Table Ret urn Identifier Reference Explanation Part I, Line 1a AMA reimburses three senior executives for membership dues in luncheon or social business clubs In addition, AMA paid social club dues for the Board Chair and the Past-President The dues are taxable to the individual to the extent used for personal purposes Expenses related to utilization ofthe these clubs are subject to the organization's travel and entertainment expense policy All executives can be reimbursed for health club dues which are reported as compensation to the individual, to the extent reimbursed AMA may reimburse the President for 1st class airfare fortravel over 1,000 miles ortwo hour flight duration AMA may reimburse the President, President-Elect, Immediate Past-President and Board Chair for upgrades All other individuals are required to travel coach for domestic trips and may travel business class for international trips Part I, Line 4a AMA established a supplemental nonqualified retirement plan in 1994 for key executives and limited participation in the plan to individuals in executive positions in 1994 The plan was linked to AMA's pension plan and was designed to provide pension benefits to replace those benefits lost due to reductions in covered compensation under the IRS limits Benefits ceased accruing in this plan at the time the AMA general pension plan was frozen, as ofDecember 31, 2002 ne executive continues to be a vested participant in benefits that accrued prior to that date, Robert A Musacchio In addition, the AMA has a deferred compensation plan as defined in Section 457(b) ofthe Internal Revenue Code which is available to all members ofthe Board ofTrustees and senior management ofthe AMA Underthis plan, individuals may defer up to the annual maximum permitted by the Internal Revenue Code The AMA makes no contributions to this plan Contributions by the participants are included in the compensation information above, employee contributions are included in Column and Trustee contributions are included in Column Two former trustees received payment from this plan, Dr Edward Hill in the amount of$24,831 and Dr John in the amount of$22,705 No other individuals listed on Schedule were paid from this plan Column also includes the AMA contribution to the 401(k) plan for employees Schedule (Form 990) 2008 Additional Data Form 990, Schedule J, Return to Form Software ID: Software Version: EIN: 36--0727175 Name: American Medical Association Part II -- Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Deferred (D) Nontaxable (E) Total ofcolumns (F) C((j3mDen5atli00 -- compensation benefits repone pm" Base other 990 or Form 990--EZ Compensation compensation compensation Ronald Davis MD (I) 413,500 7,500 421,000 (II) Joseph HeymanMD PC (I) 219,000 15,500 234,500 (II) EdwardLLangston MD (I) 188,800 2,375 15,500 205,575 (II) Nancy Nielsen MD (I) 261,000 7,072 15,500 233,572 (II) RebeccaJPatchIn MD (I) 149,290 3,525 15,500 153,415 (II) JJames Rohack MD (I) 200,698 200,593 (II) Bernard Hengesbaugh (I) 452.247 250,000 44,208 13,800 38,554 798,809 (II) IM MD ae 'Wes (I) 616,204 220,000 54,698 13,800 52,191 956,893 MBA (H) RIchardA Deem (I) 328.958 54,500 26,158 13,800 20,596 444,012 (II) th 0 A I erme "ge '5 (I) 529.486 22,500 30,216 13,800 47,244 643,246 (II) Jon Ekdahl (I) 363.317 34,000 52,340 13,800 39,678 503,135 (II) Modena MD (I) 313.599 60,000 42,079 13,800 24,204 453,682 (II) MIchae|J Berkerv (I) 320.405 125,000 31,633 13,800 25,936 516,774 (II) R0bertA MusacchI0 (I) 311.409 92,000 34,957 13,800 42,690 494,856 (II) (I) 25,581 25,531 (II) JohnH MD (I) 22,705 22,705 (II) Supplemental Information Complete this part to provide the Information, explanation, or descriptions required for Part I, lines 1aAlso complete this part for any additional Information Ident if ier Ret urn Reference Explanation Part I, Line 1a AMA reimburses three senior executives for membership dues In luncheon or social business clubs In addition, AMA paid social club dues for the Board Chair and the Past-President The dues are taxable to the Individual to the extent used for personal purposes Expenses related to utilization ofthe these clubs are subject to the organization's travel and entertainment expense policy All executives can be reimbursed for health club dues which are reported as compensation to the Individual, to the extent reimbursed AMA may reimburse the President for 1st class airfare fortravel over 1,000 miles ortwo hour flight duration AMA may reimburse the President, President-Elect, Immediate Past-President and Board Chair for upgrades All other Individuals are required to travel coach for domestic trips and may travel business class for International trips Part I, Line 4a AMA established a supplemental nonqualified retirement plan In 1994 for key executives and limited participation In the plan to Individuals In executive positions In 1994 The plan was linked to AMA's pension plan and was designed to provide pension benefits to replace those benefits lost due to reductions In covered compensation under the IRS limits Benefits ceased accruing In this plan at the time the AMA general pension plan was frozen, as ofDecember 31, 2002 ne executive continues to be a vested participant In benefits that accrued prior to that date, Robert A Musacchio In addition, the AMA has a deferred compensation plan as defined In Section 457(b) ofthe Internal Revenue Code which is available to all members ofthe Board ofTrustees and senior management ofthe AMA Underthis plan, Individuals may defer up to the annual maximum permitted by the Internal Revenue Code The AMA makes no contributions to this plan Contributions by the participants are Included In the compensation Information above, employee contributions are Included In Column and Trustee contributions are Included In Column Two former trustees received payment from this plan, Dr Edward Hill In the amount of$24,831 and Dr John In the amount of$22,705 No other Individuals listed on Schedule were paid from this plan Column also Includes the AMA contribution to the 401(k) plan for employees Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - DLN: 93493317oo2419| 0 - OMB No 1545-0047 (Form 990) Supplemental Information to Form 990 2 0 8 II- Attach to Form 990. To be completed by organizations to provide additional information for Department ofthe . Treas my responses to specific questions for the Form 990 or to provide any additional Information. 0Pe|1 110 Internal Revenue Inspectlon Service Name of the organization American Medical Association Employer identification number Identifier Return Explanation Reference a Patient safety Quality improvement in healthcare Long-term and geriatric care Healthcare disparities Healthy lifestyles Disaster preparedness Immunizations and influenza Professionalism and ethics I Form 990 other Graduate medical education policy research] Undergraduate medical education policy research Continuing Part hm'? Pro ram medical education policy research I Healthcare technology Science, research technology 9 Preventive medicine public health 0 Political education Legal representation International medicine Health 4d Services policy research developments Medical practice books, products services Medical student services Resident sician services Youn sician services Hos ital medical staff services Medical school 9 services Medical society relations Communications Identifier Return Explanation Reference The American Medical Association (AMA) is composed of individual members ho are represented in the House Form 990 of Delegates, a policy making body, through state associations and other constituent associations, national Part Vl medical specialty societies and other entities to hich they belong Members must possess the United States Sectlorg A degree of doctor of medicine (MD) or doctor of osteopathic medicine (DO), or a recognized international "ne 6 equivalent or be medical students in educational programs provided by a college of medicine or osteopathic medicine accredited by the Liaison Committee on Medical Education or the American Osteopathic Association leading to the MD or DO degree Identifier Return Explanation Reference Form 990 Part All tw enty--one members of the AMA Board of Trustees, the governing body, are elected by the AMA House VI SeCt|O'n A of Delegates The House of Delegates includes delegates from state, territorial, national specialty or "n'e Ta professional interest medical associations that qualify under the AMA By--Iaw s, plus the five federal services and certain internal sections and consortiurns Identifier Return Explanation Reference Form 990, Part VI, The Audit Committee of the AMA Board of Trustees review ed the Form 990 for 2008 at a regularly Section A, line 10 scheduled Board meeting The Committee reported on the review of the Form 990 to the full Board Identifier Return Explanation Reference The Office of General Counsel and the Organization and Operations Committee of the AMA Board of Trustees Form 990, Part throughout the course of the year review Board member and key employee disclosures of activities and VI, Section B, affiliations froma conflict of interest standpoint Written analyses are prepared and recommendations made to line 120 the Board as to hether conflicts exist Annually, the Office of General Counsel reviews and analyzes all Board and key employee conflict of interest disclosures, and prepares a written analysis of same Identifier Return Explanation Reference Base salary and incentive opportunity of the CEO is established by the Compensation Committee of the AMA Form 990 Board of Trustees after review of external compensation data provided by independent third party Part Vl compensation consulting/survey firms Comparability data is updated as necessary The Compensation Sectlorx Committee's recommendation forthe CEO is subject to approval by the full Board Base salary and incentives for me 15 all Senior Vice Presidents are also review ed and approved by the Compensation Committee on an annual basis Compensation of key employees IS also matched to rriarket using independent compensation survey data This data is updated as market conditions dictate Identifier Return Explanation Reference Form 990, Part VI, Section The AMA makes its governing documents, conflict of interest policy and annual report to the C, line 19 public by posting the above items on the AMA's website Identifier Return Explanation Reference Form 990, Part IV, The American MedicaIAssociation 501 6 or anization is audited durin the audit of the 9 9 Line 12 8. Part XI, Line consolidated financial statements of the American Medical Association Separate audited financial 2b statements for the unconsolidated 501(c)(6) organization are not issued Identifier Return Explanation Reference President and Past President Ronald Davis, assigned $408,083 of his 2008 compensation to be paid to Henry Ford Health System Trustee Cyril Hetsko, D, FACP assigned $84,175 of his 2008 compensation to be paid to Hetsko Healthcare Consulting Services Trustee Christopher Kay assigned $25,750 of his 2008 Form 990, compensation to be paid to Attractions Development Chair and Past Chair Edward Langston, assigned Part VII and $191,176 of his 2008 compensation to be paid to Community Family Practice, P, Trustee and Chair--EIect Schedule Rebecca Patchin, assigned $124,000 of her 2008 compensation to be paid to Loma Linda University Anesthesiology Medical Group Past President William Plested assigned $136,750 of his 2008 compensation to be paid to Thoracic and Cardiovascular Specialists Medical Group Trustee and President Elect James Rohack, assigned $200,698 of his 2008 compensation to be paid to Scott and White Clinic For Paperwork Reduction Act Notice, see the Instruct ions for Form 990Schedule 0 (Form 990) 2008 Iefile GRAPHIC print - DO NOT PROCESS IAs Filed Data - SCHEDULE (Form 990) Department ofthe Treasury Internal Revenue Service Name of the organization American Medical Association See separate instructions. Related Organizations and Unrelated Partnerships Attach to Form 990. To be completed by organizations that answerd "Yes" to Form 990, Part IV, lines 33, 34, 35, 36, or 37. DLN: 93493317002419 OMB No 1545-0047 Open to Public Inspection Employer identification number Identification of Disregarded Entities (A) (B) (C) (D) (E) (F) Name, address, and EIN of disregarded entity Primary activity Legal domicile (state Total income End--of--year assets Direct controlling or foreign country) entity Identification of Related Tax--Exempt Organizations (A) (B) (C) (D) (E) (F) Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling or foreign country) (if section 501(c)(3)) entity For Paperwork Reduction Act Notice, see the Instruct ions for Form 990. Cat No 50135Y Schedule (Form 990) 2008 Page 2 EE Identification of Related Organizations Taxable as a Partnership (A) (B) L?ggl (D) PredcE:1)inant (F) Share Code amount Gengpal or Name, address, and EIN of Primary activity domicile Direct controlling Share of total income managing income(re|ated, year assets on 7 related organization (state or entity Investment Box 20 of Panner formgn unrelated)' country) Yes No Yes No Identification of Related Organizations Taxable as a Corporation or Trust (A) (B) (C) (D) (E) (F) (G) (H) Name, address, and EIN of related organization pnmary Legal domicile Direct controlling Type of entity Share of total income Share of Percentage (state or entity (C corp, corp, end--of--year ownership foreign or trust) assets country) AMA Services Inc 515 Norm State Street IL 11 947 363 39 313 820 100 000 Ch'Cag0' IL60654 Personal Services I I I I 36--3229022 AMA Insurance Agency Inc 515 North State Street Insurance Brokerage AMA Services Inc Chicago, IL60654 IL 100 000 36--3305962 Synergence Group Inc 515 N?"h State Street Inactive IL 100 000 Chicago, IL60654 36--4399129 American Medical Assurance Company 515 N?"h State Street 32::-iigrfciwlces Chicago, IL60654 Com an 36--2874262 Schedule (Form 990) 2008 Page3 Transactions with Related Organizations Note. Complete line 1 ifany entity is listed in Parts II, or IV V035 N0 1 During the tax year, did the orgranization engage in any ofthe following transactions with one or more related organizations listed in Parts a Receipt of(i) interest (ii) annuities royalties (iv) rent from a controlled entity 13 N0 Gift, grant, or capital contribution to other organization(s) 1b N0 Gift, grant, or capital contribution from other organization(s) N0 Loans or loan guarantees to or for other organization(s) 1d N0 Loans or loan guarantees by other organization(s) 13 N0 Sale ofassets to other organization(s) 11' N0 Purchase ofassets from other organization(s) 19 N0 Exchange ofassets N0 i Lease of facilities, equipment, or other assets to other organization(s) 1i N0 Lease offacilities,equipment,or other assets from other organization(s) NO Performance ofservices or membership orfundraising solicitations for other organization(s) V95 I Performance ofservices or membership orfundraising solicitations by other organization(s) 1' N0 Sharing offacilities, equipment, mailing lists, or other assets Sharing of paid employees 1" N0 Reimbursement paid to other organization for expenses 10 NO Reimbursement paid by other organization for expenses 1P V95 Other transfer ofcash or property to other organization(s) 1Cl N0 Other transfer ofcash or property from other organization(s) 1" V35 2 Ifthe answer to any ofthe above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds (B) (A) (C) Name of other organization(s) Amount Involved (1) See Additional Data Table (2) (3) (4) (5) (5) Schedule (Form 990) 2008 Page4 Unrelated Organizations Taxable as a Partnership Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent ofits activities (measured by total assets or gross revenue) that was not a related organization See instructions regarding exclusion for certain investment partnerships (D) Are an (E) (F) (G) (H) (A) (B) Legal domicile partners Share of Code V--UBI General OF Name, address, and EIN of entity Primary activity (state or foreign Section end--of--year amount on Box managing country) 501(c)(3) assets 20 of K-1 Partner? organizationsSchedule (Form 990) 2005 Additional Data Software ID: Softwa re Version: EIN: 36--0727175 Name: American Medical Association Form 990, Schedule R, Part - Transactions with Related Organizations Return to Form (A) (B) (C) Name ofother organization Transaction tvpe(a-r) (1) AMA Insurance 2,339,600 (2) AMA Insurance 294,811 (3) AMA Insurance 915,383 (4) AMA Insurance 1,084,461 (5) AMA Insurance 613,776 (6) AMA Insurance 200,000 (7) American Medica|Assurance Company 35,725 (8) American Medica|Assurance Company 6,678 (9) AMA Services Inc 8,992 (10) AMA Services Inc 11,200,000 Additional Data Software ID: Software Version: EIN: 36--0727175 Name: American Medical Association Form 990, Part - Statement of Revenue -- 2a -- 2g Program Service Revenue - (B) (C) in) Related or Revenue (A) Unrelated Total Revenue Exempt Business Excluded from Business Code Function Revenue Tax under IRC Revenue 512, 513, or 514 a Advertising 541,800 31,100,811 31,100,811 Subscription 511,120 28,330,703 28,330,703 Credentialing services 541,900 9,914,972 9,914,972 Reprint activities 511,190 4,753,316 4,753,316 Educational programs 611,710 2,676,777 2,676,777