v 9^ return of organization exemptfrom incometax
TRANSCRIPT
OMB f; ISnS 6045Form V 9^Return of Organization Exempt From Income Tax
Under section 501 (c), 527 , or 4947(aXl) of the Internal Revenue Code ^O`08(except black lung benefit trust or private foundation)
Dep artment of the TreasuryInternalrnal Revenue Service ► The organization may have to use a copy of this return to satisfy state reporting requirements Open to Public Inspection
For the 2008 calendar year, or tax year beginning , 2008 , and ending
B Check if applicable D Employer Identification NumberPlease use
Address change IRS label American Academy of Anti-Aging Medicine 36-4087310or printape, 1510 W. Montana Street E Telephone numberName change or type.see
Initial return specificChicago, IL 60614
773-528-6100Instruc-
Termination lions.
H
Amended return G Gross receipts $ 5,914,483.
Application pending F Name and address of principal officer H(a) Is this a group return for affiliates Yes X NoH(b) Are all affiliates included '' Yes No
I Tax-exempt status X 501(c) ( 3 (insert no.) 4947(a)(1) or 527If 'Ne,' attach a list (see instructions)
J Website : ► www.worldhealth.net H(c) Group exemption number ►
K Type of organi zation fjX Corporation Trust ri ,Association Other ► L Yea r of Formation 1996 It11 State of legal domicile IL
Part t Summary1 Briefly describe the organization 's mission or most significant activities EDUCATIONAL ORGANIZATION FOR HEALTH
PROFESS IONALS-AND_THE- PUBLIC -X^AOW AI ;____________________________ON_A_DVANCE IN_PREVA_NTA_TIV _ MEDICINE-N URI_T19N AND HEALTH-CARE _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
v --------- I°^ ----------0 2 Check this box ► I I If the oroanizatlon discontinued its ooeratfons or disoosed of more than 25% of its assets
CP9
c.a
r>d
06d.dV)
W 3 Number of voting members of the governing body (Part VI, line 1a) 3 44 Number of independent voting members of the governing body (Part VI, line 1 b) 4 0
- 5 Total number of employees (Part V, line 2a) 5 26 Total number of volunteers (estimate if necessary) 6 0
a 7a Total gross unrelated business revenue from P rt Vlll, 7a 0.b Net unrelated business taxable income from Fo 990 7b 0.
Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) AUG 2 4 2009 110, 244. 50, 000.C 9 Program service revenue (Part VIII, line 2g)
L676, 504. 760,302.
10 Investment Income (Part VIII, column (A), lines ^t t ^4, 254 130. 35 823 .
11 Other revenue (Part VIII, column (A), lines 5, 6d &^Irr 1Ti) UJ
12 Total revenue - add lines 8 through 1 1 (must eq , co umn (A), line 12) 1, 653, 547. 846, 125.
13 Grants and similar amounts paid (Part IX, column (A), lines 1.3) 2, 300, 900.
14 Benefits paid to or for members (Part IX, column (A), line 4)
N 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 39, 089. 49, 047.
16a Professional fundraising fees (Part IX, column (A), line I I e
b Total fundraising expenses (Part IX, column (D), line 25) ►17 Other expenses (Part IX, column (A), lines I 'la-11d, l if-24f) 668, 591. 635,642.
18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 707, 680. 2, 985, 589.19 Revenue less ex penses Subtract line 18 from line 12 945,867. -2, 139,464.
Beginnin g of Year End of Year
20 Total assets (Part X, line 16) 7, 602, 591. 5,186,359.a9 21 Total liabilities (Part X, line 26) 16,802. 4,243.
" 22 Net assets or fund balances Subtract line 21 from line 20 7, 585, 789. 5, 182, 116.Part It Si nature BI ck
Under penalties 1 per ry, re that l have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it istrue, correct, a co le; ran of preparer (other than officer) is based on aiinformation of which preparer has any knowledge
11111iSign IHere Signatu of c Date
RON D M. ATZ,Type or print name and title
PaidPre-
Preparer'ssignature 4t^llri4V/lo^r: an o Chart
arese r'sFirm's name (or SHARI TAYLOR AND CO. , CHAR
Only dreossed,No- /U / JRU1\lr, ISLVU. , 1:11r, ODU
ZIP+a NORTHBROOK, IL 60062-2841
May the IRS discuss this return with the preparer shown above? (see
BAA For Privacy Act and Paperwork Reduction Act Notice, see the
_Form 990 (2008) American Academy of Anti-Aging Medicine 36-4087310 Page 2Pear 11[' Statement of Program Service Accomplishments (see instructions)
1 Briefly describe the organization 's mission:
EDUCATION-OF MEMBERS AND GENERAL PUBLIC ON-HOW-TO-RETARD THE AGING-PROCESS-AND-TO----------------------------------------------------------LIVE A-LONGER AND_HEALTHIER LIFE
----------------------------------------
2 Did the organization undertake any significant program services during the year which were not listed on the prior
Form 990 or 990-EZ? Yes XN No
If 'Yes,' describe these new services on Schedule O.
3 Did the organization cease conducting , or make significant changes in how it conducts, any program services? 1-1 Yes RI No
If 'Yes,' describe these changes on Schedule O.
4 Describe the exempt purpose achievements for each of the organization's three largest program services by expenses . Section 501 (c)(3)and 501 (c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the totalexpenses , and revenue, if any, for each program service reported.
4a (Code ) (Expenses $ including grants of $ ) (Revenue $
ACTIVITIES-OF-THE-AMERICAN-ACADEMY-F ANTI-AGING MEDICINE ARE TO EDUCATE MEMBERS AND------------------------------------------------------------THE GENERAL PUBLIC-ON-HOW-TO RETARD THE AGING-PROCESS-AND-TO LIVE-A LONGER-AND---------------------------------------------------------HEALTHIER- LIFE - -----------------------------------------------------
4b (Code: ) (Expenses $ including grants of $ ) (Revenue $
4c (Code: ) (Expenses $ including grants of $ (Revenue $
4d Other program services. (Describe in Schedule 0.)
(Expenses $ including grants of $ ) (Revenue $4e Total program service expenses ► $ 0. (Must equal Part IX, Line 25, column (B).)
BAA TEEA0102L 12/24/08 Form 990 (2008)
Form 990 (2608 American Academy of Anti-Aging Medicine 36-4087310 Page 3
Bart IV Checklist of Reauired SchedulesYes No
1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' completeSchedule A i X
2 Is the organization required to complete Schedule B, Schedule of Contributors? 2 X
3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidatesfor public office' If 'Yes,' complete Schedule C, Part 1 3 X
4 Section 501 (cX3) organizations . Did the organization engage in lobbying activities? If 'Yes,' complete Schedule C, Part It 4 X
5 Section 501(cX4), 501(cX5), and 501 (cX6) organizations . Is the organization subject to the section 6033(e) notice andreporting requirement and proxy tax? If 'Yes,' complete Schedule C, Part 111 5
6 Did the organization maintain any donor advised funds or any accounts where donors have the right to provide adviceon the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part / 6 X
7 Did the organization receive or hold a conservation easement, including easements to preserve open space, theenvironment, historic land areas or historic structures' If 'Yes,' complete Schedule D, Part It 7 X
8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,'complete Schedule D, Part 111 8 X
9 Did 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,' completeSchedule D, Part IV 9 X
10 Did the organization hold assets in term, permanent, or quasi-endowments? If 'Yes,' complete Schedule D, Part V 10 X
11 Did the organization report an amount in Part X, lines 10, 12, 13, 15, or 25? If 'Yes,' complete Schedule D, Parts Vl,V/l, Vlll, IX, or X as applicable 11 X
12 Did the organization receive an audited financial statement for the year for which it is completing this return that wasprepared in accordance with GAAP? If 'Yes,' complete Schedule D, Parts Xl, Xll, and XIII 12 X
13 Is the organization a school described in section 170(b)(1)(A)(li)'' If 'Yes,' complete Schedule E 13 X
14a Did the organization maintain an office, employees, or agents outside of the U S ? 14a X
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising,business, and program service activities outside the U.S.? If 'Yes,' complete Schedule F, Part I 14b X
15 Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organizationor entity located outside the United States? If 'Yes,' complete Schedule F, Part ll 15 X
16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance toindividuals located outside the United States? If 'Yes,' complete Schedule F, Part 111 16 X
17 Did the organization report more than $15,000 on Part IX, column (A), line 1 le' If 'Yes,' complete Schedule G, Part I 17 X
18 Did the organization report more than $15,000 total on Part VIII, lines is and 8a? If 'Yes,' complete Schedule G, Part Il 18 X19 Did the organization report more than $15,000 on Part VIII, line 9a? If 'Yes,' complete Schedule G, Part 111 19 X20 Did the organization operate one or more hospitals? If 'Yes,' complete Schedule H , 20 X21 Did the organization report more than $5,000 on Part IX, column (A), line 17 If'Yes,'complete Schedule 1, Parts land ll 21 X22 Did the organization report more than $5,000 on Part IX, column (A), line 27 If 'Yes,' complete Schedule 1, Parts I and 111 22 X
23 Did the organization answer 'Yes' to Part VII, Section A, questions 3, 4, or 57 If 'Yes,' completeSchedule J 23 X
24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000as of the last day of the year, and that was issued after December 31, 20027 If 'Yes,' answer questions 24b-24d andcomplete Schedule K. If 'No,'go to question 25 24a X
b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b
c Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defeaseany tax-exempt bonds' 24c
d Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year? 24d
25a Section 501(cX3) and 501 (cX4) organizations . Did the organization engage in an excess benefit transaction with adisqualified person during the year? If 'Yes,' complete Schedule L, Part I 25a X
b Did the organization become aware that it had engaged in an excess benefit transaction with a disqualified person froma prior year? If 'Yes,' complete Schedule L, Part I 25b X
26 Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, ord l f d ' ? ' 'isqua i ie person outstanding as of the end of the organization s tax year If Yes, complete Schedule L, Part ll 26 X
27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, or substantialcontributor, or to a person related to such an individual? If 'Yes,' com lete Schedule L, Part Ill 27 X
BAA Form 990 (2008)
TEEA0I03L 10/13/08
Foam 990 (2008 American Academ of Anti-Aging Medicine 36-408731 0 Pag e 4Part IV_ I Checklist of Req uired Schedules (continued)
Yes No
28 During the tax year, did any person who is a current or former officer, director, trustee, or key employee.
a 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 collectivelywith other person(s) listed in Part VII, Section A)? If 'Yes,' complete Schedule L, Part IV 28a X
b Have a family member who had a direct or indirect business relationship with the organization' If 'Yes,' completeSchedule L, Part IV 28b X
c Serve as an officer, director, trustee, key employee, partner, or member of an entity (or a shareholder of a professionalcorporation) doing business with the organization? If 'Yes,' complete Schedule L, Part IV 28c X
29 Did the organization receive more than $25,000 in non-cash contributions? If 'Yes,' complete Schedule M 29 X
30 Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation'contributions ) If 'Yes,' complete Schedule M 30 X
31 Did the organization liquidate, terminate, or dissolve and cease operations? If 'Yes,' complete Schedule N, Part 1 31 X
32 Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If 'Yes,' completeSchedule N, Part 11 32 X
33 Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections301.7701-2 and 301.7701-3? If 'Yes,' complete Schedule R, Part 1 33 X
34 Was the organization related to any tax-exempt or taxable entity? If 'Yes,' complete Schedule R, Parts ll, lll, IV, and V,line 1 34 X
35 Is any related organization a controlled entity within the meaning of section 512(b)(13)'' If 'Yes,' complete Schedule R,Part V, line 2 35 X
36 Section 501(cX3) organizations . Did the organization make any transfers to an exempt non-charitable relatedorganization? If 'Yes,' complete Schedule R, Part V, line 2 36 X
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that istreated as a partnershi p for federal income tax purposes? If 'Yes,' com lete Schedule R, Part VI 37 X
BAA Form 990 (2008)
TEEAOI04L 12/18/o8
Form 990 (2008 American Academy of Anti-Aging Medicine 36-4087310 Pag e 5part V Statements Regarding Other I RS Filings and Tax Compliance
1 a Enter the number reported in Box 3 of form 1096, Annual Summary and Transmittal of U S.Information Returns Enter -0- if not applicable 1 a 0
b Enter the number of Forms W-2G included in line 1a Enter -0- if not applicable lb 0
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming(gambling) winnings to prize winners?
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for thecalendar year ending with or within the year covered by this return 2a 2
2b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note . If the sum of lines la and 2a is greater than 250, you may be required to a-file this return. (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year covered bythis return's
b If 'Yes' has it filed a Form 990-T for this year? If 'No,' provide an explanation in Schedule 0
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, afinancial account in a foreign country (such as a bank account, securities account, or other financial account)?
b If 'Yes,' enter the name of the foreign country ►See the instructions for exceptions and filing requirements for Form TD F 90-22.1, Report of Foreign Bank andFinancial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
c If 'Yes,' to question 5a or 5b, did the organization file Form 8886-T, Disclosure by Tax-Exempt Entity RegardingProhibited Tax Shelter Transaction?
6a Did the organization solicit any contributions that were not tax deductible?
b If 'Yes,' did the organization include with every solicitation an express statement that such contributions or gifts were notdeductible?
7 Organizations that may receive deductible contributions under section 170(c).
a Did the organization provide goods or services in exchange for any quid pro quo contribution of more than $757b If 'Yes,' did the organization notify the donor of the value of the goods or services provided'
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to fileForm 8282?
d If 'Yes,' indicate the number of Forms 8282 filed during the year I 7d1
e Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personalbenefit contract?
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract'g For all contributions of qualified intellectual property, did the organization file Form 8899 as required?h For all contributions of cars, boats, airplanes, and other vehicles, did the organization file a Form 1098-C as required?
8 Section 501 (cX3) and other sponsoring organizations maintaining donor advised funds and section 509(aX3)supporting organizations . Did the supporting organization, or a fund maintained by a sponsoring organization, haveexcess business holdings at any time during the year?
9 Section 501 (cX3) and other sponsoring organizations maintaining donor advised funds.a Did the organization make any taxable distributions under section 4966?
b Did the organization make any distribution to a donor, donor advisor, or related person?10 Section 501(c)(7) organizations . Enter.
a Initiation fees and capital contributions included on Part VIII, line 12 10ab Gross Receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b
11 Section 501(cX12) organizations . Enter.
a Gross income from other members or shareholders 11 ab Gross income from other sources (Do not net amounts due or paid to other sources againstamounts due or received from them) 11 b
12a Section 4947(aXl) non -exempt charitable trusts . Is the organization filing Form 990 in lieu of Form 1041?b If 'Yes,' enter the amount of tax-exem pt interest received or accrued durin g the year 12b
BAA
Yes No
1c
2b X
3a X
4a X
5a X
5b X
5c
6a X
6b
7a X
7b
7c X
7e X
7 X
7h X
8 X
9a X
9b X
12a
Form 990 (2008)
TEEA0I05L 04108!09
Form 990 2008 American Academy of Anti-Aging Medicine 36-4087310 Pa g e 6
E.ad VI Governance, Management and Disclosure (Sections A, B, and C request information about policies notrequired by the Internal Revenue Code.)
Section A. Governin g Body and Manage ent
For each 'Yes' response to lines 2-7b below, and for a 'No' response to lines 8 or 9b below, describe the circumstances,Yes No
processes, or changes in Schedule 0. See Instructions
1 a Enter the number of voting members of the governing body 1 a 4
b Enter the number of voting members that are independent 1 b
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any otherofficer, director, trustee or key employee? 2 X
3 Did the organization delegate control over management duties customarily performed by or under the direct supervisionof officers, directors or trustees, or key employees to a management company or other person? 3 X
4 Did the organization make any significant changes to its organizational documents 4 X
since the prior Form 990 was filed?
5 Did the organization become aware during the year of a material diversion of the organization's assets? 5 X
6 Does the organization have members or stockholders? 6 X
7a Does the organization have members, stockholders, or other persons who may elect one or more members of thegoverning body? 7a X
b Are any decisions of the governing body subject to approval by members, stockholders, or other persons? 7b X
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year bythe following.
a The governing body' 8a X
b Each committee with authority to act on behalf of the governing body' 8b X
9a Does the organization have local chapters, branches, or affiliates? 9a X
b If 'Yes,' does the organization have written policies and procedures governing the activities of such chapters, affiliates,and branches to ensure their operations are consistent with those of the organization? 91b
10 Was a copy of the Form 990 provided to the organization's governing body before it was fded'2 All organizations mustdescribe in Schedule 0 the process, if any, the organization uses to review the Form 990 See Schedule 0 10 X
11 Is there any officer, director or trustee, or key employee listed in Part VII, Section A, who cannot be reached at theorg anization's mailin g address' If 'Yes,' provide the names and addresses in Schedule 0 11 X
iection B . Policies
Yes No
12a Does the organization have a written conflict of interest policy? If 'No,' go to line 13 12a X
b Are officers, directors or trustees , and key employees required to disclose annually interests that could give riseto conflicts? 12b X
c Does the organization re g ularly and consistently monitor and enforce compliance with the policy? If 'Yes,' describe inhSc edule 0 how th is is done 12c X
13 Does the organization have a written whistleblower policy? 13 X14 Does the organization have a written document retention and destruction policy? 14 X
15 Did the process for determining compensation of the following persons include a review and approval by independentpersons, comparability data, and contemporaneous substantiation of the deliberation and decision.
a The organization's CEO, Executive Director , or top management official? 15a Xb Other officers of key employees of the organization? 15b XDescribe the process in Schedule 0 . (see instructions)
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxableentity during the year? 16a X
b If 'Yes,' has the organization adopted a written policy or procedure requiring the organization to evaluate its participationin joint venture arrangements under applicable federal tax law , and taken steps to safeguard the organization ' s exemptstatus with respect to such arrangements? 161
Section C . Disclosures17 List the states with which a copy of this Form 990 is required to be filed ► None
---------------------- --------18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable ), 990, and 990-T (501 (c)(3)s only ) avail able for public
inspection Indicate how you make these available . Check all that apply.
n Own website 11 Another' s website n Upon request
19 Describe in Schedule 0 whether (and if so, how) the organization makes its governing documents, conflict of interest policy, and financialstatements available to the public
20 State the name , physical address, and telephone number of the person who possesses the books and records of the organization.M.-GOLDMAN_ 1510 W._MONTANA STREET - CHICAGO- IL 60614 ( 773)528-6100
BAA Form 990 (2008)
TEEA0I06L 12/18/08
Form 990 (2008 American Academy of Anti-Aging Medicine 36-4087310 Pag e 7
part Vf! Compensation of Officers , Directors , Trustees , Key Employees, Highest CompensatedEmployees , and Independent Contractors
Section A. Officers , Directors , Trustees , Key Employees , and Highest Compensated Employees
1 a Complete this table for all persons required to be listed Use Schedule J-2 if additional space is needed.
• List all of the organization' s current officers directors, trustees (whether individuals or organizations), regardless of amount ofcompensation, and current key employees Enter -6- in columns (D), (E), and (F) if no compensation was paid.
• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) whoreceived reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) or more than $100,000 from the organization and anyrelated organizations.
• List all of the organization' s former officers, key employees, and highest compensated employees who received more than $100,000 ofreportable compensation from the organization and any related organizations
• List all of the organization' s former directors or trustees that received, in the capacity as a former director or trustee of theorganization, 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 compensatedemployees, and former such persons
n Check this box if the organization did not compensate any officer, director, trustee, or key employee.
(A)
Name and Title
(B)
Averageh
(c)Position (check all that apply)
(D )
Reportable
(E)
Reportable
(F)
Estimatedours
per week g Q9-o
g a
A
Nc?Ed
a
O A'<
3
vo^
m
:a S0^
n° 3
v
N
o3is
compensation fromthe organization(W 2/1099 MISC)
compensation fromrelated organizationsON 2/1099 MISC)
amount of othercompensation
from theorgan i zationand related
organizations
RONALD -M. KLATZ,- D.O.------------------President 30 0. 0. 0.ROBERT M.GOLDMANChairman 30 0. 0. 0.MICHAEL KLENTZEDirector 1 0. 0. 0.RAFAEL-SANTONJA-------------------Director 1 0. 0. 0.MILDRED BONNEROFFICE ASSISTANT 40 X 42 , 325. 0. 0.ELIZABETH-WHEELER_ _ --- ---SALES 40 X 12 , 140. 0. 0.
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- - - - - - - - - - - - - - -- - - - -
BAA TEEA0107L 04n4/09 Form 990 (2008)
Form 990 (2008) American Academy of Anti-Aging Medicine 36-4087310 Page 8
par* vii 5ectton A. Uiitcers utrectors I rustees a tm to ees ana nt nest tom ensatea tm to ees cunt.
(A)
Name and Title
(B)
Averageh
(c)Position (check all that apply)
(D)
Reportable
(E)
Reportable
(F)
Estimatedours
per weekoa
a a
n c6 d
Nc
R
N
N
tm'^
3
=3 0_ s
m n
J
n
To3
compensation fromthe org anization(W 2/1099 MISC)
compensation fromrelated or ganizationsM 211099 MISC)
amount of othercompensation
from theorganizationand related
organizations
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - - - - - - - - - - - - - - - - - -
- -- - - - - - - - - - - - - - - - - - - - - - - - - -
1 b Total 54 , 465. 0. 0.2 Total number of individuals (including those in la) who received more than $100,000 in reportable compensation from the
oroamzation ► 0
No
3 Did the organization list any former officer , director or trustee , key employee, or highest compensated employeeon line 1 a? If 'Yes,' complete Schedule J for such individual 3 X
4 For any individual listed on line la , is the sum of re portable compensation and other compensation fromthe organization and related organizations greater than $ 150,000? If 'Yes' complete Schedule J for suchindividual 4 X
5 Did any person listed on line la receive or accrue compensation from any unrelated organization for servicesrendered to the organization? If 'Yes,' complete Schedule J for such person 5 X
Section B . Independent Contractors1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of
comoensation from th e oroanization.
Name and business address Descrl tionBof ServicesC
Com ensation
BROWN MANAGEMENT CONSULTING 17619 BOCAIREWAY BOCA RATON, FL 33487 MANAGEMENT/SHOWS 144 , 000.
MICHAEL ORTIZ 10321 MARTIN DRIVE BOCA RATON, FL 33428 SALES 8 , 934.HEIDI PEPPER 2920 NW 26TH AVE BOCA RATON, FL 33434 SALES 6 , 978.DANIEL E. GOLDSTEIN 16930 MADDALENA PLACE DELRAY BEACH, FL 33446 SHOW MANAGEMENT 6 , 948.ASHLEY GOLOB 21401 CRESTFALLS COURT BOCA RATON, FL 33428 SALES MEMBERSHIP 7 013 .
2 Total number of independent contractors (including those in 1) who received more than $100,000 in
compensation from the org anization ► 1
BAA TEEAoioat. 10/13108 Form 990 (2008)
r r
Form 990 (2008 American Academ of Anti-Aging Medicine 36-4087310 Pa g e 9
[ Part V[lf Statement of Revenue
(A) (B) (C) (D)Total revenue Related or Unrelated Revenue
exempt business excluded from taxfunction revenue under sectionsrevenue 512, 513, or 514
F, 1 a Federated campaigns laZ z b Membership dues lb
NQ c Fundraising events 1 c
d Related organizations l d
f e Government grants (contributions) le
°` f All other contributions, gifts, grants, andsimilar amounts not included above if 50,000.
Z g Noncash contnbns included in Ins la-If $
8a h Total. Add lines la-1f ► 50, 000.W Business Code
W 2a Membership Dues_ &_ As_se_s s m_en_t s 458 421. 458 421.
Wb DIRECTORY LISTING----------------- - 32 , 650. 32 650.I
c BOOKS/AUDIO/REVIEW MTLS _ _---------------- 136 , 583 . 136 , 583.N d LICENSING FEES
------------------28 648. 28 , 648.
Q eADMINFEES _MEMB_E_RS_H IP__-_ 97 , 077. 97 , 077.
o f All other program service revenue 6 , 923. 6 , 923.Total. Add lines 2a-2f ► 760,302.
3 Investment income (including dividends, interest andother similar amounts) ► 91, 435. 91,435.
4 Income from investment of tax-exempt bond proceeds ►5 Royalties ►
() Real Ch) Personal
6a Gross Rents
b Less rental expenses
c Rental income or (loss)
d Net rental income or (lo ss ►
7a Gross amount from sales of n Securities (ii) Other
assets other than inventory 5 , 012,746.
b Less cost or other basisand sales expenses 5 068 , 358.
c Gain or (loss) -55 , 612. ,d Net gain or (loss) ► -55 , 612, -55 , 612.
8a Gross income from fundraising events(not including $
of contributions reported on line 1c).
See Part IV, line 18 a
b Less direct expenses b0
c Net income or (loss) from fundraising events ►
9a Gross income from gaming activities.See Part IV, line 19 a
b Less direct expenses b
c Net income or (loss) from gaming activiti es ►
10a Gross sales of inventory, less returnsand allowances a
b Less. cost of goods sold b
c Net income or (loss) from sales of invento ryMiscellaneous Revenue Business Code
I l a------------------
b------------------
c------------------
d All other revenue
e Total. Add lines 11a-ltd ►
12 Total Revenue . Add lines 1 h, 2g, 3, 4, 5, 6d, 7d, 8c, 9c,1Oc, and 11e ► 846,125. 796, 125. 0. 0.
BAA TEEA0109L 12/18/2008 Form 990 (2008)
Do not include amounts reported on lines6b 7b 8b, 9b, and 10b of Part Vill.
Total expenses
(B)Program service
expenses
(C)Management andgeneral expenses
(D)Fundraisingexpenses
1 Grants and other assistance to governmentsand organizations in the U.S. See Part IV,line 21 2, 300, 900. 2, 300, 900.
2 Grants and other assistance to individuals inthe U S. See Part IV, line 22
3 Grants and other assistance to governments,organizations, and individuals outside theU S See Part IV, lines 15 and 16
4 Benefits paid to or for members5 Compensation of current officers, directors,
trustees, and key employees 0. 0. 0. 0.6 Compensation not included above, to
disqualified persons (as defined undersection 4958 f)(1) and persons described insection 4958
495M(l). . . .
7 Other salaries and wages 49 , 047. 49 , 047.8 Pension plan contributions (include section
401(k) and section 403(b) employercontributions)
9 Other employee benefits
10 Payroll taxes
11 Fees for services (non-employees)
a Management 144 000. 144 , 000.b Legal 28,114. 14 , 057. 14 057 .c Accounting 18 , 000. 18 , 000.d Lobbying
e Prof fundraising svcs. See Part IV, In 17
f Investment management fees
g Other
12 Advertising and promotion 841. 841.13 Office expenses 9 , 782. 4 , 891. 4,891.14 Information technology 1 121. 561. 560.15 Royalties
16 Occupancy
17 Travel18 Payments of travel or entertainment
expenses for any federal, state, or localpublic officials
19 Conferences, conventions, and meetings 72, 598. 72,598.20 Interest 252. 252.21 Payments to affiliates
22 Depreciation, depletion, and amortization 9 , 296. 9 , 296.23 Insurance 11, 985. 5,500. 6,485.24 Other expenses Itemize expenses not
covered above (Expenses grouped togetherand labeled miscellaneous may not exceed5% of total expenses shown on line 25below)
a OUTSIDE SERVICES ________ 112 580. 56 , 290. 56 , 290.b COMMISSIONS
- - - - - - - - - - - ---------- 60 , 389. 60 , 389.c REPAIR-AND-MAINTENANCE- 22 , 317. 22 , 317.d Postaqe and ShppincZ _ _ _ _ _ 18,858. 9,429. 9,429,eMISCELLANEOUS___________ 16 , 686. 8 , 343. 8 , 343.f All other expenses 108 823. 47 , 790. 61 , 034.
25 Total functional ex penses Add lines 1 throu gh 24f 2 , 985 , 589. 2 , 581 , 589. 404 001. 0.26 Joint Costs. Check here ► If following
SOP 98-2 Complete this line only if theorganization reported in column (B) jointcosts from a combined educationalcampaign and fundraising solicitation
6AA Form 990 (2008)
TEEA0I10L 12/19/08
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
i• 1
Form 990 (2008 American Academ of Anti-Aging Medicine 36-4087310 Pag e 11Part X Balance Sheet
(A)Beginning of year
(B)End of year
1 Cash - non-interest-bearing 275, 949. 1 249 , 088.2 Savings and temporary cash investments 2
3 Pledges and grants receivable, net 3
4 Accounts receivable, net 4
5 Receivables from current and former officers, directors, trustees, key employees,or other related parties Complete Part II of Schedule L 1, 000. 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 Schedule L 6
s7 Notes and loans receivable, net 2, 400, 735. 7 28,897.
E 8 Inventories for sale or use 8T
9 Prepaid expenses and deferred charges 7, 337. 910a Land, buildings, and equipment. cost basis 10a 121, 419.
b Less. accumulated depreciation. Complete Part VI ofSchedule D 1ob 102, 884. 27,832. loc 18,535.
11 Investments - publicly-traded securities 11
12 Investments - other securities. See Part IV, line 11 4, 889, 738. 12 4, 889, 839.13 Investments - program-related. See Part IV, line 11 13
14 Intangible assets 14
15 Other assets See Part IV, line 11 15
16 Total assets . Add lines 1 throu g h 15 (must eq ual line 34) 7, 602, 591. 16 5, 186, 359.17 Accounts payable and accrued expenses 16, 802. 17 3, 126.18 Grants payable 18
19 Deferred revenue 19
20 Tax-exempt bond liabilities 20
B 21 Escrow account liability Complete Part IV of Schedule D 21
L
TI
22 Payables to current and former officers, directors, trustees, key employees,highest compensated employees, and disqualified persons Complete Part II
of Schedule L 2s 23 Secured mortgages and notes payable to unrelated third parties 23
24 Unsecured notes and loans payable 24
25 Other liabilities. Complete Part X of Schedule D 25 1 , 117.26 Total liabilities . Add lines 17 throu g h 25 16, 802. 26 4, 243.
ET
Organizations that follow SFAS 117, check here ► X and complete lines27 through 29 and lines 33 and 34.
27 Unrestricted net assets 7 , 585 , 789. 27 5 , 182 , 116.28 Temporarily restricted net assets. 28
s 29 Permanently restricted net assets 29
R
F
Organizations that do not follow SFAS 117, check here ► sand completelines 30 through 34.
30 Capital stock or trust principal, or current funds 30A 31 Paid-in or capital surplus, or land, building, and equipment fund 31
32 Retained earnings, endowment, accumulated income, or other funds 3233 Total net assets or fund balances . 7 , 585 , 789. 33 5, 182 116 .
5 34 Total liabilities and net assets/fund balances. 7, 602, 591. 34 5, 186, 359.p rare At ] Financial statements and Keporting
Yes No1 Accounting method used to prepare the Form 990 . 11 Cash Accrual Other See Schedule 02a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a Xb Were the organization ' s financial statements audited by an independent accountant? 2b Xc If 'Yes ' to 2a or 2b , does the organization have a committee that assumes responsibility for oversight of the audit,review , or compilation of its financial statements and selection of an independent accountant' 2c
3a As a result of a federal award , was the organization required to undergo an audit or audits as set forth in the SingleAudit Act and OMB Circular A-133' 3a X
b If 'Yes,' did the organization undergo theBAA
audit or audits?
TEEA0II1L 12!22/08
SCHEDULE A(Form 990 or 990-EZ)
Department of the Treasuryinternal Revenue Service
Public Charity Status and Public SupportTo be completed by all section 501 (cX3) organizations and section 4947(aXl)
nonexempt charitable trusts.
Attach to Form 990 or Form 990-EZ. ► See separate instructions.
OMO No 1545 0047
1 2008Open to Public
Inspection
Name of the organization Employer identification number
American Academy of Anti-Aging Medicine 36-4087310Part .1 Reason for Public Charity Status (All organizations must complete this part.) (see instructions)The organization is not a private foundation because it is. (Please check only one organization.)
1 A church, convention of churches or association of churches described in section 170(bX1XAXi).
2 A school described in section 170(bX1XAXii). (Attach Schedule E )
3 A hospital or cooperative hospital service organization described in section 170(bXlXAXiii). (Attach Schedule H )
4 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii). Enter the hospital's
name, city, and state __ _ _____ _in_section__or_operated_5 q An organization operated for the bene_fit -of-a college or university_ owned
_ _by a governmental unit_described_
170(bXlXAXiv). (Complete Part II )
6 A federal, state, or local government or governmental unit described in section 170(bX1XAXv).7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
in section 170(bXlXAXvi). (Complete Part II )
8 q A community trust described in section 170(bX1XAXvi). (Complete Part II.)
9 q An organization that normally receives (1) more than 33-1/3 % of its support from contributions, membership fees, and gross receiptsfrom activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33-1/3 % of its support from grossinvestment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization afterJune 30, 1975. See section 509(aX2). (Complete Part III )
10 q An organization organized and operated exclusively to test for public safety See section 509(aX4). (see instructions)
11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one ormore publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(aX3). Check the box thatdescribes the type of supporting organization and complete lines Ile through 1lh
a []Type I b []Type II c q Type III - Functionally integrated d q Type III- Other
e q By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons otherthan foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section509(a)(2).
f If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, qcheck this box
g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
Yes No(i) a person who directly or indirectly controls, either alone or together with persons described in (it) and (III)
below, the governing body of the supported organization? 11 g (i)(ii) a family member of a person described in (I) above? 11 g (ii)(iii) a 35% controlled entity of a person described in (I) or (u) above? 11 g (iii)
h Provide the follow ing information about the organizations the organization supports.
(i) Name of SupportedOrganization
(ii) EIN (u) Type of organization(described on lines 19above or IRC section(see instructions ))
(iv) Is theor anization in col
(i) listed in yourgoverning/document
(v) Did you notifythe organization in
col (I) ofyour support?
(vi) Is theorganization in col(1) organized in the
U S 7
(vii) Amount of Support
Yes No Yes No Yes No
Total
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule A (Form 990 or 990-EZ) 2008
TEEA040IL 12117108
SLHEDULE A(Form 990 or 990-EZ)
Department of the TreasuryInternal Revenue Service
Public Charity Status and Public SupportTo be completed by all section 501 (cX3) organizations and section 4947(aXl)
nonexempt charitable trusts.
Attach to Form 990 or Form 990-EZ. ► See separate instructions.
r i
OMb No 1545 0047
1 2008Open to Public
Inspection
Name of the organization Employer identification number
American Academy of Anti-Aging Medicine 36-4087310[Part I I Reason for Public Charity Status (All organizations must complete this part.) (see instruction s)The organization is not a private foundation because it is. (Please check only one organization )
1 A church, convention of churches or association of churches described in section 170(bX1XAXi).
2 A school described in section 170(bXlXAXii). (Attach Schedule E )
3 A hospital or cooperative hospital service organization described in section 170(bXlXAXiii). (Attach Schedule H.)
4 A medical research organization operated in conjunction with a hospital described in section 170(bXlXAXiii). Enter the hospital's
name, city , and state . __ _ _ ___owned_ _
by_a_governmental
__or operated
_5 q An organization operated for the
_benefit of a college or university
_ _
unit described i n_
section170(bX1XAXiv). (Complete Part II.)
6 A federal, state , or local government or governmental unit described in section 170(bX1XAXv).7 }( An organization that normally receives a substantial part of its support from a governmental unit or from the general public described
In section 170(bx1XAXvi). (Complete Part II.)
8 q A community trust described in section 170(bXlXAXvi ). (Complete Part II.)
9 q An organization that normally receives ( 1) more than 33 - 1/3 % of its support from contributions , membership fees, and gross receiptsfrom activities related to its exempt functions - subject to certain exceptions , and (2) no more than 33-1/3 % of its support from grossinvestment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization afterJune 30, 1975 See section 509(aX2). (Complete Part III )
10 q An organization organized and operated exclusively to test for public safety. See section 509(aX4). (see instructions)11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(aX3). Check the box thatdescribes the type of supporting organization and complete lines 11 a through 11 h
a []Type I b []Type II c q Type III - Functionally integrated d F] Type III- Othere q By checking this box , I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other
than foundation managers and other than one or more publicly supported organizations described in section 509 (a)(1) or section509(a)(2)
f If the organization received a written determination from the IRS that is a Type I, Type II or Type III supporting organization, qcheck this box
g Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
Yes No(i) a person who directly or indirectly controls, either alone or together with persons described in (II) and (III)
below , the governing body of the supported organization? 11 g (i)(ii) a family member of a person described in (i) above? 11 g (ii)(iii) a 35% controlled entity of a person described in (I) or (n ) above? 11 g (iii)
h Provide the foll owing information about the organizations the organization supports.(I) Name of Supported
Organization(ii) EIN (n) Type of organization
(described on lines 19above or IRC section(see instructions ))
(v) Is theor anization in col
(I) listed in yourgoverningdocument
(v) Did you notifythe organization in
col (I) ofyour support?
(vi) Is theorganization in col(I) organized in the
U S 7
(vii) Amount of Support
Yes No Yes No Yes No
Total
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule A (Form 990 or 990-EZ) 2008
TEEA0401L 12/17108
Schedule A (Form 990 or 990-EZ) 2008 American Academy of Anti-Aging Medicine 36-4087310 Pag e 2Part If Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I.)Section A. Public Support
Calendar year (or fiscal yearbeginning in) 1, a 2004() (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
1 Gifts, grants, contributions andmembership fees received. (Donot include 'unusual grants.') 370 836. 555, 026. 649, 552. 561, 257. 508, 421. 2 , 64-5 , 092.
2 Tax revenues levied for theorganization's benefit andeither paid to it or expendedon its behalf 0.
3 The value of services orfacilities furnished to theorganization by a governmentalunit without charge Do notinclude the value of services orfacilities generally furnished tothe public without charge 0.
4 Total. Add lines 1.3 370, 836. 555, 026. 649, 552. 561, 257. 508, 421. 2,645,092.5 The portion of total
contributions by each person(other than a governmentalunit or publicly supportedorganization) included on line 1that exceeds 2% of the amountshown on line 11, column (f) 0.
6 Public support. Subtract line 5from line 4 2,645,092.
Section B. Total Support
Calendar year (or fiscal yearbeginning in)
7 Amounts from line 4
8 Gross income from interest,dividends, payments receivedon securities loans, rents,royalties and income formsimilar sources
9 Net income form unrelatedbusiness activities , whether ornot the business is regularlycarried on
10 Other Income Do not includegain or loss form the sale ofcapital assets (Explain inPart IV )
11 Total support Add lines 7through 10
(a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total
370,836. 555,026. 649,552. 561,257. 508,421. 2,645,092.
65,600. 99,539. 43 , 617. 211,005. 91,435. 511,196.
0.
0.
3,156,288.12 Gross receipts from related activities, etc. (see instructions) 12 1 0.
13 First five years . If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3)organization, check this box and stop here ► n
Section C . Computation of Public Support Percentage14 Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f)15 Public support percentage for 2007 Schedule A, Part IV-A, line 26f
83.8%8.
16a 33-1 /3 support test - 2008. If the organization did not check the box on line 13, and the line 14 is 33-1/3 % or more, check this boxand stop here . The organization qualifies as a publicly supported organization. ► }{
b 33-1 /3 support test - 2007. If the organization did not check a box on line 13, or 16a, and line 15 is 33-1/3% or more, check this boxand stop here . The organization qualifies as a publicly supported organization ► U
17a 10%-facts -and-circumstances test - 2008. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10%or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV howthe organization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization. ►
b 10%-facts-and -circumstances test - 2007 . If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10%or more, and if the organization meets the 'facts-and-circumstances' test, check this box and stop here . Explain in Part IV how theorganization meets the 'facts-and-circumstances' test. The organization qualifies as a publicly supported organization 0.18 Private foundation . If the organization did not check a box on line, 13, 16a, 16b, 17a, or 17b, check this box and see instructions ►BAA
TEEA0402L 12/17/08
Schedule A (Form 990 or 990-EZ) 2008
Schedule A (Form 990 or 990-EZ) 2008 American Academy of Anti-Aging Medicine 36-4087310 Pag e 3
Part UI Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 of Part I.)
Section A . Public Support
Calendar year (or fiscal yr beginning (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total1 Gifts, grants , contributions and
membership fees received. (Donot include ' unusual grants
2 Gross receipts fromadmissions , merchandise soldor services performed, orfacilities furnished in a activitythat is related to theorganization ' s tax-exemptpurpose
3 Gross receipts from activities that arenot an unrelated trade or businessunder section 513
4 Tax revenues levied for theorganization ' s benefit andeither paid to or expended onits behalf
5 The value of services orfacilities furnished by agovernmental unit to theorganization without charge
6 Total . Add lines 1-57a Amounts included on lines 1,
2, 3 received from disqualifiedpersons
b Amounts included on lines 2and 3 received from other thandisqualified persons thatexceed the greater of 1 % ofthe total of lines 9 , 1Oc, 11,and 12 for the year or $5,000
c Add lines 7a and 7b
8 Public support (Subtract line
7c from line 6.
Section B. Total SupportCalendar year (or fiscal yr beginning in) ►
9 Amounts from line 610a Gross income from interest,
dividends, payments receivedon securities loans, rents,royalties and income formsimilar sources
b Unrelated business taxableincome (less section 511taxes) from businessesacquired after June 30, 1975
c Add lines 10a and 10b11 Net income from unrelated business
activities not included inline 10b,whether or not the business isregularly carried on
12 Other income Do not includegain or loss from the sale ofcapital assets (Explain inPart IV.)
13
14
Total support (add Ins 9 , 10c, 11, and 12)
First five years. If the Form 990 isorganization, check this box and
ection C. Computation of Put
th eerganization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) ►her
Support Percentage15 Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f)) 15 %16 Public support percentage from 2007 Schedule A, Part IV-A, line 27g. . 16 %Section D . Computation of Investment Income Percentage17 Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) 17 %18 Investment income percentage from 2007 Schedule A, Part IV-A, line 27h 18 %
19a 33- 1/3 support tests - 2008. If the organization did not check the box on line 14, and line 15 is more than 33-1/3%, and line 17 is notmore than 33-1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ►
b 33-1 /3 support tests - 2007 . If the organization did not check a box on line 14 or 19a, and line 16 is more than 33-1/3%, and line 18is not more than 33-1/3%, check this box and stop here . The organization qualifies as a publicly supported organization ►
20 Private found ation . If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ►BAA
(a) 2004 (b) 2005 (c) 2006 (d) 2007 e) 2008 (f) Total
TEEA0403L 01/29/09 Schedule A (Form 990 or 990-EZ) 2008
Schedule A (Form 990 or 990-EZ 2008 American Academy of Anti-Aging Medicine 36-4087310 Pag e 4
pert IY Supplemental Information . Complete this part to provide the explanation required by Part II, line 10;Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. (see instructions)
BAA TEEAo.o4L 10107/08 Schedule A (Form 990 or 990-EZ) 2008
t
1 `SCHEDULE D
OMB No 1545 0047
(Form 990) Supplemental Financial Statements 2008
Department of the Treasury Attach to Form 990. To be completed by organizations that Open to PtlbIGInternal Revenue Service answered 'Yes,' to Form 990 , Part IV, lines 6, 7, 8, 9, 10 , 11, or 12. InspectionName of the organization Employer Identification number
American Academy of Anti-Aging Medicine 36-4087310Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts Complete if
the organization answered 'Yes' to Form 990, Part IV, line 6.(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year
2 Aggregate contributions to (during year)
3 Aggregate grants from (during year)
4 Aggregate value at end of year
5 Did the organization inform all donors and donor advisors in writing that the assets held in donor advisedfunds are the organization's property, subject to the organization's exclusive legal control? EYes n No
6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may beused only for charitable purposes and not for the benefit of the donor or donor advisor or otherimpermissible private beneflt'77 nYes No
Fart II. Conservation Easements Complete if the organization answered 'Yes' to Form 990, Part IV, line 7.
1 Purpose(s) of conservation easements held by the organization (check all that apply).
Preservation of land for public use (e.g., recreation or pleasure) Preservation of an historically important land area
Protection of natural habitat Preservation of certified historic structure
Preservation of open space
2 Complete lines 2a-2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last dayof the tax year.
Held at the End of the Year
a Total number of conservation easements 2a
b Total acreage restricted by conservation easements 2b
c Number of conservation easements on a certified historic structure included in (a) 2c
d Number of conservation easements included in (c) acquired after 8/17/06 2d
3 Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the taxable
year ►4 Number of states where property subject to conservation easement is located ►
5 Does the organization have a written policy regarding the periodic monitoring, inspection, violations, andenforcement of the conservation easement it holds? El Yes El No
6 Staff or volunteer hours devoted to monitoring, inspecting, and enforcing easements during the year ►7 Amount of expenses incurred in monitoring, inspecting, and enforcing easements during the year ► $
8 Does each conservation easement reported on line 2 (d) above satisfy the requirements of section170(h)(4)(B)(i) and 170(h)(4)(B)(ii)''
F] Yes No
9 In Part XIV, describe how the org anization reports conservation easements in its revenue and expense statement , and balance sheet, andinclude , if applicable , the text of the footnote to the organization's financial statements that describes the organization's accounting forconservation easements.
Part III Organizations Maintaining Collections of Art , Historical Treasures, or Other Similar AssetsComplete if the organization answered 'Yes' to Form 990, Part IV, line 8.
1 a If the organization elected , as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historicaltreasures , or other similar assets held for public exhibition , education , or research in furtherance of public service , provide , in Part XIV,the text of the footnote to its financial statements that describes these items
b If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of art, historicaltreasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the followingamounts relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1 ► $
(ii) Assets included in Form 990, Part X ► $
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the followingamounts required to be reported under SFAS 116 relating to these items.
a Revenues included in Form 990, Part VIII, line 1 ► $
b Assets Included in Form 990, Part X ► $
BAA For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 . Schedule D (Form 990) 2008
TEEA3301 L 12/23108
Sctiedule D (Form 990 2008 American Academ of Anti-Aging Medicine 36-4087310 Pa g e 2
Part III Org anizations Maintaining Collections of Art, Historical Treasures , or Other Similar Assets (continued)
3 Using the organization's accession and other records, check any of the following that are a significant use of its collection items (check allthat apply).
a Public exhibition d H Loan or exchange programs
b Scholarly research e Other
c Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose inPart XIV
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similarassets to be sold to raise funds rather than to be maintained as part of the org anization's collection? Yes No
Part IV Trust, Escrow and Custodial Arrangements Complete if organization answered 'Yes' to Form 990, PartIV, line 9, or reported an amount on Form 990, Part X, line 21.
1 a Is the organization an agent, trustee, custodian, or other intermediary for contributions or other assets notincluded on Form 990, Part X?
b If 'Yes,' explain the arrangement in Part XIV and complete the following table.
Yes [ No
c Beginning balance 1 c
d Additions during the year 1 d
e Distributions during the year 1 e
f Ending balance 1 f
2a Did the organization include an amount on Form 990, Part X, line 21? [Yes [ No
b If 'Yes,' exp lain the arrang ement in Part XIV.
Part V Endowment Funds Complete if organization answered 'Yes' to Form 990, Part IV, line 10.
1 a Beginning of year balance
b Contributions
c Investment earnings or losses
d Grants or scholarships
e Other expenditures for facilitiesand programs
f Administrative expenses
g End of year balance
2 Provide the estimated percentage of the year end balance held as.a Board designated or quasi-endowment - %
b Permanent endowment ► %
c Term endowment ► %
3a Are there endowment funds not in the possession of the organization that are held and administered for theorganization by. Yes No(i) unrelated organizations i)
(ii) related organizations 3a ii)b If 'Yes' to 3a(ii), are the related organizations listed as required on Schedule R? 3b
4 Describe in Part XIV the intended uses of the org anization's endowment fundsPart Vl Investments-Land. Buildings . and Enuinment _ qpp Fnrm cm Part Y lina in
Description of investment (a) Cost or other basis(investment)
(b) Cost or otherbasis (other)
(c) Depreciation (d) Book Value
1 a Land
b Buildings
c Leasehold improvements 80,664. 68,506. 12,158.d Equipment
e Other 40, 755. 34, 378. 6,377.Total . Add lines la-le (Column (d) should equal Form 990, Part X, column (8), line 10(c).) 18, 535.OMM
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
Schedule D (Form 990) 2008
TEEA3302L 12/23/08
J 1
Schedule D (Form 990 2008 American Academy of Anti-Aging Medicine 36-4087310 Pa g e 3Part VII Investments-Other Securities See Form 990. Part X. line 12.
(a) Description of security or category(including name of security)
(b) Book value (c) Method of valuationCost or end-of- year market value
Financial derivatives and other financial products
Closely-held equity interests
Other------------------------
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----------------------------Total. (Column (b) should equal Form 990 Part X,col.(B)line 12) ► 4, 889, 839.
[ Part V111 investments-Program Related (See Form 990, Part X, Ilne 13) N/A(a) Description of investment type (b) Book value (c) Method of valuation
Cost or end-of-year market value
Total Column (b)(should equal Form 990, Part X Col (B) line 13.
Part IX Other Assets (See Form 990, Part X. line 15) N/A
In tart XIV, provide the text of the footnote to the organization's financial statements that reports the organization 's liability for uncertain taxpositions under FIN 48
BAA TEEA3303L 10r29108 Schedule D (Form 990) 2008
Schedule D (Form 990 2008 American Academy of Anti-Aging Medicine 36-4087310 Pa g e 4
part SCI Reconciliation of Change in Net Assets from Form 990 to Financial Statements N/A1 Total revenue (Form 990, Part Vlll,column (A), line 12)
2 Total expenses (Form 990, Part IX, column (A), line 25)
3 Excess or (deficit) for the year. Subtract line 2 from line 1
4 Net unrealized gains (losses) on investments
5 Donated services and use of facilities
6 Investment expenses
7 Prior period adjustments
8 Other (Describe in Part XIV)
9 Total adjustments (net). Add lines 4-8
10 Excess or (deficit ) for the year per financial statements. Combine lines 3 and 9
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return N/A1 Total revenue, gains, and other support per audited financial statements 1
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12
a Net unrealized gains on investments 2a
b Donated services and use of facilities 2b
c Recoveries of prior year grants 2c
d Other (Describe in Part XIV) 2d
e Add lines 2a through 2d 2e
3 Subtract line 2e from line 1 3
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1.
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIV)
c Add lines 4a and 4b
4a
4b
c
5 Total revenue. Add lines 3 and 4c. (This should eq ual Form 990, Part I, line 12 5
Part Xlfl Reconciliation of Expenses per Audited Financial Statements With Expenses per Return N/A1 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 of facilities 2a
b Prior year adjustments 2b
c Losses reported on Form 990, Part IX, line 25 2c
d Other (Describe in Part XIV) 2d
e Add lines 2a through 2d 2e
3 Subtract line 2e from line 1 3
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investments expenses not included on Form 990, Part VIII, line 7b
b Other (Describe in Part XIV)
c Add lines 4a and 4b
4a
4b
c
5 Total expenses Add lines 3 and 4c (This should e q ual Form 990, Part I, line 18. ) 5
Part XIV Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9, Part III, lines la and 4, Part IV, lines 1 b and 2b, Part V,line 4, Part X, Part XI, line 8, Part XII, lines 2d and 4b, and Part XIII, lines 2d and 4b
BAA TEEA3304L 12123/08 Schedule D (Form 990) 2008
Schedule D (Form 990) 2008 Pag e 5
part XIV Supplemental Information (continued)
BAA TEEA3305L 07/24108 Schedule D (Form 990) 2008
SCHEDULE I Grants and Other Assistance to Organizations,(Form 990)Governments and Individuals in the U.S.
Department of the Treasury Complete if the organization answered 'Yes,' on Form 990, Part IV, lines 21 or 22.Internal Revenue Service ' Attatch to Form 990.
OMB No 1545 0047
1 2008Open to #'ubtic
InspectionName of the organization
Employer identdication number
American Academy of Anti-Aging Medicine 36-4087310[ Part I General Information on Grants and Assistance
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, andthe selection criteria used to award the grants or assistance? jYes 1-1 No
2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States See Part IVPart II 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. UsePart IV and Schedule I- 1 (Form 990) if additional space is needed ► I-I
1 (a) Name and address of organizationor government
(b) EIN (c) IRC sectionif applicable
(d) Amount of cash grant (e) Amount of non cashassistance
(^ Method of valuation(book, FMV, appraisal ,
other)
Descri p tion of(g)non cash assistance
(h) Purpose of grantorr assistance
The World Academy of Anti-Aging Medicine
____________________26 KENSINGTON GORE SW7 2 ET United Kin dom
501 (c) (3 2, 300, 900. 0 . aCTUAL Develope
internationally
education in
-------------------- anti-aging
medicine
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--------------------
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Enter total number of section 501 (c)(3) and government organizations ► 1
3 Enter total number of other organizations ► 1
BAA For Privacy Act and Paperwork Reduction Act Notice , see the Instructions for Form 990 . TEEA3901L 12119/08 Schedule I (Form 990) 2008
Schedule I (Form 990) 2008 American Academy of Anti-Aging Medicine 36-4087310 Page 2 -Part III Grants and Other Assistance to Individuals in the United States . Complete if the organization answered 'Yes' on Form 990, Part IV, line 22. -
Use Schedule I-1 (Form 990) if additional space is needed.
(a) Type of grant or assistance I (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book,recipients cash grant non cash assistance FMV, appraisal, other)
(Q Description of non cash assistance
I Part IV J Supplemental Information . Complete this part to provide the information required in Part I, line 2, and any other additional information.
Part ,Line 2_ Grantmaker's Description of How Grants are Used------------------------------------------------
Continual involvement with Board of Directors/meetings, etc. regarding-use_of funds---------------------- --- -------------------------------
BAA Schedule I (Form 990) 2008 •^
TEEA3902L 10/02/08
SCHEDULE 0 Supplemental Information to Form 990OMB No ,mss 0047
(Form 990) 2008
► Attach to Form 990. To be completed by organizations to provide
2008
Department of the Treasuryadditional information for responses to specific questions for the Open to Public
Internal Revenue Service Form 990 or to provide any additional information .
Name of the organization Employer identification number
American Academy of Anti-Aging Medicine 36-4087310
Form 990. Part VILLine 19 _ Form 990 Review Process ----------------------------
No-review was or will be conducted.-------------------------------------------------------------------
_ Form 990, Part Xl,. ine 1_ Other Accounting Method ----------------------------------
Modified Cash--------------------------------------------------------------------
BAA For Pnvacy Act and paperwork Reduction Act Notice, see the instructions for Form 990 . TEEA4901 L 12/19/08 Schedule 0 (Form 990) 2008
• {
I r
Form 4562Department of the TreasuryInter nal Revenue Service
r q
Depreciation and Amortization(Including Information on Listed Property)
► See separate instructions . ► Attach to your tax return.Name (s) shown on return
AMERICAN ACADEMY OF ANTI-AGING MEDICINEBusiness or activity to which this form relates
OMB No 1545 0172
2008Attachment
67Sequence No
Identifying number
36-4087310
Part 1 Election To Expense Certain Property Under Section 179Note: If you have any listed property, complete Part V before you complete Part
1 Maximum amount See the instructions for a higher limit for certain businesses 1 250,000.
2 Total cost of section 179 property placed in service (see instructions) 2
3 Threshold cost of section 179 property before reduction in limitation (see instructions) 3 800,000.
4 Reduction in limitation Subtract line 3 from line 2. If zero or less, enter -0- 4 0.
5 Dollar limitation for tax year. Subtract line 4 from line 1. If zero or less, enter -0•. If married filingset arately, see instructions 5 250,000.
6 of Elected cost
7 Listed property. Enter the amount from line 29 78 Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7 89 Tentative deduction Enter the smaller of line 5 or line 8 9
10 Carryover of disallowed deduction from line 13 of your 2007 Form 4562 1011 Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instrs) 11 250,000.12 Section 179 expense deduction. Add lines 9 and 10, but do not enter more than line 11 1213 Carryover of disallowed deduction to 2009. Add lines 9 and 10, less line 12 ► 13
Note : Do not use Part ll or Part /l/ below for listed property. Instead, use Part V
Part H Special Dep reciation Allowance and Other Depreciation (Do not include listed property ) (See instructions.)
14 Special depreciation allowance for qualified property (other than listed property) placed in service during thetax year (see instructions) 14
15 Property subject to section 168(0(1) election 1516 Other depreciation (including ACRS) 16Part fit MACRS Depreciation (Do not include listed property .) (See instructions)
Section A
17 MACRS deductions for assets placed in service in tax years beginning before 2008 17 1, 999.
18 If you are electing to group any assets placed in service during the tax year into one or more generalasset accounts, check here ►
Section B - Assets Placed in Service Durina 2008 Tax Year Ucina the General Denreeiatinn Svctom
aClassificati
o
n,of propertyb Month and(y,year placed
in service
(e) Basis for dep reciation(businesslnvestment useonly - see instructions )
Recovery Period(e)
Convention(^
Methodnt^onDep reciation(g) Dep reciation
deduction
19a 3 - ear property
b 5-ear property
c 7-ear pro perty
d 10-ear pro perty
e 15-ear property
f 20-ear property
g 25-year pro perty 25 yrs S/Lh Residential rental 27.5 rs MM S/Lproperty 27.5 yrs MM S/L
i Nonresidential real 39 yrs MM S/Lproperty MM S/L
Section C - Assets Placed in Service Durinn 200R Tay Vpar I Icinn rho Alfnrna*is, ner,.o, i + ,r c-+-
20a Class life S/Lb 12• ear 12 yrs S/Lc 40-ear 40 yrs MM S/L
rare IIV summa (see instructions21 Listed property Enter amount from line 2a 21 1,920.22 Total Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21 Enter here and on
the appropriate lines of your return Partnerships and S corporations - see instructions. 22 3 , 919.23 For assets shown above and placed in service during the current year, enter
the portion of the basis attributable to section 263A costs 23
BAA For Paperwork Reduction Act Notice, see separate instructions. FDIZOa34i 06/12/08 Form 4562 (2008)
Form 4562 (2008) AMERICAN ACADEMY OF ANTI-AGING MEDICINE 36-4087310 Pag e 2
Part 1/ Listed Property (Include automobiles, certain other vehicles, cellular telephones, certain computers, and property used forentertainment, recreation, or amusement.)
Note : For any vehicle for which you are using the standard mileage rate or deducting lease expense, complete only24a, 24b,columns (a) through (c) of Section A, all of Section B, and Section C if applicable
Section A - Depreciation and Other Information (Caution : See the instructions for limits for passenger automobiles.)
24a Do you have evidence to support the business/ investment use claimed? Yes X No 1 24b If 'Yes,' is the evidence written? Yes No
(a) (b) (c) (d) (e) (f) (g) (h) (i)Type of property (list Date placed Business/
investment Cost or Basis for depreciation Recovery
FMethod/ Depreciation Elected
vehicles first) in service other basis (businessfinvestment perwd Convention deduction section 179use only) cost
percentage
25 Special depreciation allowance for qualified listed property placed in service during the tax year andused more than 50% in a q ualified business use (see Instructions 25
26 Property used more than 50% Ina q ualified business use.
COMPUTER E 01/30/07 100 6,000. 6,000. 5 yr. DDB HY 1,920.
27 Property used 50% or less Ina qualified business use.
SL /SL /SL
28 Add amounts in column (h), lines 25 through 27. Enter here and on line 21, page 1 28 1,920.
29 Add amounts in column (Q, line 26. Enter here and on line 7, page 1 129
Section B - Information on Use of Vehicles
Complete this section for vehicles used by a sole proprietor, partner, or other 'more than 5% owner,' or related person. If you provided vehiclesto your employees, fi rst answer the questions in Section C to see if you meet an exception to completing this section for those vehicles
(a) (b) (c) (d) (e) (f)30 Total business/investment miles driven
during the year (do not include Vehicle 1 Vehicle 2 Vehicle 3 Vehicle 4 Vehicle 5 Vehicle 6commuting miles)
31 Total commuting miles driven during the year
32 Total other personal (noncommuting)miles driven
33 Total miles driven during the year. Addlines 30 through 32
Yes No Yes No Yes No Yes No Yes No Yes No
34 Was the vehicle available for personal useduring off-duty hours?
35 Was the vehicle used primarily by a morethan 5% owner or related person?
36 Is another vehicle available forpersonal use?
Section C - Questions for Employers Who Provide Vehicles for Use by Their Emnlovees
Answer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not more than5% owners or related persons (see instructions).
37 Do you maintain a written policy statement that prohibits all personal use of vehicles, including commuting,by your employees?
38 Do you maintain a written policy statement that prohibits personal use of vehicles, except commuting, by youremployees? See the instructions for vehicles used by corporate officers, directors, or 1 % or more owners
39 Do you treat all use of vehicles by employees as personal use?
40 Do you provide more than five vehicles to your employees, obtain information from your employees about the use of thevehicles, and retain the information received?
41 Do you meet the requirements concerning qualified automobile demonstration use? (See instructions)Note : If your answer to 37, 38, 39, 40, or 41 is 'Yes,' do not complete Section B for the covered vehicles.
mortization
No
(a) (b) (c) (d) (e) (f)Description of costs Date amortization Amortizable Code Amortization Amortization
begins amount section period or for this yearpercentage
42 Amortization of costs that begins during your 2008 tax year (see instructions)
43 Amortization of costs that began before your 2008 tax year 43 5,378.44 Total . Add amounts in column (f). See instructions for where to report 44 5,378.
FDIZ0834L 06/12/08 Form 4562 (2008)
' i
AMERICAN ACADEMY OF ANTI-AGING MEDICINE Page: 1Form 4562 - Supporting Schedules
Period Ended 12/31/08 - Federal ID #: 36-40873 10
Part III , Line 17 - Prior Year's MACRS AssetsDescription Acg. Date Basis Life Method Deduction
VARIOUS ACQUISITIONS 2001 01/01/01 2,043. 7 yr DDB 91ADDITIONS 2003 09/01/03 423. 5 yr DDB 24.ADDITIONS 2002 06/04/02 2,165. 7 yr DDB 193ADDITIONS 2004 01/06/04 165. 7 yr DDB 15.HEADSET 07/06/04 230. 7 yr DDB 21.STEVE FANADY S C. 03/01/04 750. 5 yr DDB 86.CITI GOLD ADVANTAGE 03/15/04 544. 5 yr DDB 63.OFFICE MAX 04/21/04 180. 5 yr DDB 21.CITI GOLD ADVANTAGE 05/05/04 653. 5 yr DDB 75.ADDITIONS 2005 02/28/05 2,916. 5 yr DDB 336.TELEPHONE EQUIPMENT 03/04/05 5,768. 7 yr DDB 721.COPIER 05/20/05 840. 7 yr DDB 105FURNITURE & FIXTURES (FIL 01/22/07 312. 7 yr DDB 76FURNITURE AND FIX (FILES) 10/02/07 704. 7 yr DDB 172.
Total 17.693. 1.999.
Part V, Line 26 - Depreciation of Listed Property used more than 50%Descriptio n Acq. Date % Use Cost Basis Mth/Life Deduction Expense
COMPUTER EQUIPMENT 01/30/07 100% 6,000 . 6,000 . DDB 5 yr 1 , 920. 0.
Total 6 .000. 6.000. 1.920. 0.
Part VI, Line 43 - Amortization for Prior Year's PropertyDescription Ace. Date Basis Code Period Amortization
LEASEHOLD IMPROVEMENTS 12/31/00 80 ,664. 15 yr 5,378.
Total 80.664. 5.378.
AMERICAN ACADEMY OF ANTI-AGING MEDICINE Page: 1Alternative Minimum Tax/Tax Preferences - Supporting Schedules
Period Ended 12/31/08 - Federal ID #: 36-40873 10
Depreciation of Property placed in service after 1986Description Acg. Date Rel. Depr . AMTI Dear . Adjustment
VARIOUS ACQUISITIONS 2001 01/01/01 91. 125. -34.ADDITIONS 2003 09/01/03 24. 35. -11.ADDITIONS 2002 06/04/02 193. 265. -72.ADDITIONS 2004 01/06/04 15. 20. -5.HEADSET 07/06/04 21. 28. -7.STEVE FANADY S.C. 03/01/04 86. 125. -39.CITI GOLD ADVANTAGE 03/15/04 63. 91. -28.OFFICE MAX 04/21/04 21. 30 -9.CITI GOLD ADVANTAGE 05/05/04 75. 109. -34.ADDITIONS 2005 02/28/05 336. 486. -150.TELEPHONE EQUIPMENT 03/04/05 721. 707 14.COPIER 05/20/05 105. 103. 2COMPUTER EQUIPMENT 01/30/07 1,920. 1,530. 390.FURNITURE & FIXTURES (FIL 01/22/07 76. 60. 16.FURNITURE AND FIX (FILES) 10/02/07 172. 135. 37.
Total 3.919. 3.849. 70.
20008 Federal Worksheets
Client 36408731 American Academy of Anti -Aging Medicine
8/13/09
Reconciliation of Change in Net Assets
Total RevenueTotal ExpensesExcess or Deficit for the Year per Form 990
Excess or Deficit for the Year per Financial Statements
Form 990, Part IX, Line 24Other Expenses
Page 1
36-4087310
07.22PM
$ 846,125.2,985,589.
-2,139,464.
-2,139,464.
(A) (B) (C) (D)Program Management
Total Services & General Fundraising
AUTO EXPENSE 852. 426. 426.BANK/CREDIT CARD FEES 14,037. 14,037.COMMISSIONS 60,389. 60,389.COMPUTER SUPPLIES 3,338. 1,669. 1,669.CONSULTING FEES 10,000. 10,000.DUES AND SUB SCRIPTIONS 1,804. 1,804.EMPLOYEE BENEFITS 1,002. 1,002.JANITORIAL 10,400. 10,400.LICENSES AND FEES 2,539. 2,539.MISCELLANEOUS 16,686. 8,343. 8,343.OFFICE SUPPLIES 4,289. 4,289.OUTSIDE SERVICES 112,580. 56,290. 56,290.PARKING AND TOLLS 281. 281.PAYROLL PROCESSING FEES 3,954. 3,954.PAYROLL TAXES 3,362. 3,362.Postage and Shipping 18,858. 9,429. 9,429.Printing and Publications 12,772. 12,772.RENTALS 1,725. 1,725.REPAIR AND MAINTENANCE 22,317. 22,317.TELEPHONE/INTERNET 12,289. 6,145. 6,145.TRAVEL MEALS 8,688. 8,688.UTILITIES 9,500. 4,750. 4,750.WEBSITE 7 , 991.
Total 339,653.7 991.
182,241. 157,413. 0.
Application for Extension of Time To File anFovm 8^^8(Rev April 2008) Exem pt Org anization Return OMB No 1545 1709
Department of the TreasuryInternal Revenue Service ► File a separate application for each return.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box ► u• If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II (on page 2 of this form).
Do not complete Part /l unlessyou have already been granted an automatic 3-month extension on a previously filed Form 8868
Part t Automatic 3-Month Extension of Time. Only submit original (no copies needed).
A corporation required to file Form 990 -T and requesting an automatic 6-month extension - check this box and complete Part I only ► El
All other corporations (including 1120-C filers), partnerships, REMICS, and trusts must use Form 7004 to request an extension of time to fileincome tax returns
Electronic Filing (e-file). Generally, you can electronically file Form 8868 if you want a 3-month automatic extension of time to file one of thereturns noted below (6 months for a corporation required to file Form 990-T) However, you cannot file Form 8868 electronically if (1) you wantthe additional (not automatic) 3-month extension or (2) you file Forms 990-BL, 6069, or 8870, group returns, or a composite or consolidatedForm 990-T Instead, you must submit the fully completed and signed page 2 (Part II) of Form 8868. For more details on the electronic filing ofthis form, visit www /rs.gov/e file and click on e-file for Charities & Nonprofits.
Type orprint
Name of Exempt Organization
File by thedue date forfiling yourreturn Seeinstructions
Employer identification number
American Academy of Anti -Aging Medicine 1 36-4087310Number , street , and room or suite number If a P 0 box, see instructions
1510 W. Montana StreetCity, town or post office, state, and ZIP code For a fore i gn address , see instructions
IL 60614Check type of return to be filed (file a separate application for each return)
X Form 990 Form 990-T (corporation) Form 4720
Form 990-BL Form 990-T (section 401(a) or 408(a) trust) Form 5227
Form 990-EZ Form 990-T (trust other than above) Form 6069
Form 990-PF Form 1041-A Form 8870
• The books are in the care of ► ROBERT M. GOLDMAN
Telephone No "_(773)528-6100______ FAX No "_(847)_291_0650_____• If the organization does not have an office or place of business in the United States, check this box ► L• If this is for a Group Return , enter the organization ' s four digit Group Exemption Number (GEN) . If this is for the whole group,
check this box ► 11 If it is for part of the group , check this box ► and attach a list with the names and EINs of all membersthe extension will cover
1 I request an automatic 3-month (6 months for a corporation required to file Form 990 - T) extension of timeuntil
-
8/15_
- -
, 20 09_, to file the exempt organization return for the organization named above.The extension is for the organization ' s return for
► calendar year 20 08 orX
► tax year beginning _ _ _ _ _ _ _ , 20 and ending _______ , 20
2 If this tax year is for less than 12 months , check reason : 11 Initial return 11 Final return Change in accounting period
3a If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less anynonrefundable credits See instructions. 3a $ 0.
b If this application is for Form 990-PF or 990-T, enter any refundable credits and estimated tax paymentsmade Include an prior year overpayment allowed as a credit 3b $ 0.
c Balance Due. Subtract line 3b from line 3a. Include your payment with this form, or, if required,deposit with FTD coupon or, if required, by using EFTPS (ectronic Federal Tax Payment System).See instructions 3c , $ 0.
Caution . If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO forpayment instructions.
BAA For Privacy Act and Paperwork Reduction Act Notice , see instructions . Form 8868 (Rev 4.2008)
FIFZ0501L 04/16/08