Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2017
Open to Public Inspection
Name of the organization
AMERICAN MEDICAL ASSOCIATION
 
Employer identification number

36-0727175
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
 
b
Any related organization? .......................
5b
 
 
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
 
b
Any related organization? ......................
6b
 
 
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
 
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2017
Page 2

Schedule J (Form 990) 2017
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) 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 of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1DAVID O BARBE MD
PRESIDENT ELECT/PRESIDENT
(i)

(ii)
276,500
-------------
0
0
-------------
0
10,000
-------------
0
0
-------------
0
0
-------------
0
286,500
-------------
0
0
-------------
0
2ANDREW W GURMAN MD
PRESIDENT/PAST PRESIDENT
(i)

(ii)
258,500
-------------
0
0
-------------
0
14,572
-------------
0
18,000
-------------
0
0
-------------
0
291,072
-------------
0
0
-------------
0
3GERALD E HARMON MD
CHAIR-ELECT/CHAIR
(i)

(ii)
216,500
-------------
0
0
-------------
0
6,072
-------------
0
18,000
-------------
0
0
-------------
0
240,572
-------------
0
0
-------------
0
4PATRICE A HARRIS MD
CHAIR/TRUSTEE
(i)

(ii)
211,500
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
0
-------------
0
211,500
-------------
0
0
-------------
0
5BARBARA L MCANENY MD
TRUSTEE/PRESIDENT ELECT
(i)

(ii)
164,150
-------------
0
0
-------------
0
4,572
-------------
0
18,000
-------------
0
0
-------------
0
186,722
-------------
0
0
-------------
0
6JAMES L MADARA MD
EVP & CEO
(i)

(ii)
1,048,401
-------------
0
987,735
-------------
0
30,978
-------------
0
97,100
-------------
0
81,232
-------------
0
2,245,446
-------------
0
0
-------------
0
7BERNARD L HENGESBAUGH
CHIEF OPERATING OFFICER
(i)

(ii)
629,390
-------------
0
456,921
-------------
0
26,480
-------------
0
16,100
-------------
0
56,923
-------------
0
1,185,814
-------------
0
0
-------------
0
8KENNETH J SHARIGIAN
CHIEF STRATEGY OFFICER
(i)

(ii)
553,508
-------------
0
415,196
-------------
0
28,644
-------------
0
16,100
-------------
0
14,470
-------------
0
1,027,918
-------------
0
0
-------------
0
9DENISE M HAGERTY
CHIEF FINANCIAL OFFICER
(i)

(ii)
388,502
-------------
0
225,000
-------------
0
35,541
-------------
0
16,100
-------------
0
16,761
-------------
0
681,904
-------------
0
29,853
-------------
0
10LAURIE AS MCGRAW
SVP, HEALTH SOLUTIONS
(i)

(ii)
488,405
-------------
0
360,000
-------------
0
4,819
-------------
0
10,296
-------------
0
37,457
-------------
0
900,977
-------------
0
0
-------------
0
11HOWARD C BAUCHNER MD
SVP & EDITOR IN CHIEF
(i)

(ii)
812,554
-------------
0
0
-------------
0
20,406
-------------
0
16,100
-------------
0
73,397
-------------
0
922,457
-------------
0
0
-------------
0
12RICHARD A DEEM
SVP, ADVOCACY
(i)

(ii)
482,095
-------------
0
287,872
-------------
0
10,883
-------------
0
16,100
-------------
0
24,047
-------------
0
820,997
-------------
0
0
-------------
0
13MODENA H WILSON MD
SVP & CHIEF HEALTH/SCIENCE
(i)

(ii)
474,407
-------------
0
275,000
-------------
0
21,836
-------------
0
16,100
-------------
0
30,284
-------------
0
817,627
-------------
0
0
-------------
0
14THOMAS J EASLEY
SVP, PUBLISHER
(i)

(ii)
459,845
-------------
0
250,000
-------------
0
8,006
-------------
0
16,100
-------------
0
11,416
-------------
0
745,367
-------------
0
0
-------------
0
15MONICA C WEHBY MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
13,806
-------------
0
0
-------------
0
0
-------------
0
13,806
-------------
0
13,806
-------------
0
16JEREMY A LAZARUS MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
10,086
-------------
0
0
-------------
0
0
-------------
0
10,086
-------------
0
10,086
-------------
0
17ROBERT M WAH MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
22,395
-------------
0
0
-------------
0
0
-------------
0
22,395
-------------
0
22,395
-------------
0
18ARDIS D HOVEN MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
0
0
-------------
0
21,251
-------------
0
0
-------------
0
0
-------------
0
21,251
-------------
0
21,251
-------------
0
Schedule J (Form 990) 2017
Page 3

Schedule J (Form 990) 2017
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A AMA REIMBURSES ONE SENIOR EXECUTIVE LISTED ON PART VII FOR MEMBERSHIP DUES IN LUNCHEON OR SOCIAL BUSINESS CLUBS. THE DUES ARE TAXABLE TO THE INDIVIDUAL TO THE EXTENT USED FOR PERSONAL PURPOSES. EXPENSES RELATED TO BUSINESS UTILIZATION OF THIS CLUB IS SUBJECT TO THE ORGANIZATION'S TRAVEL AND ENTERTAINMENT EXPENSE POLICY. ALL EXECUTIVES ARE REIMBURSED FOR HEALTH CLUB DUES WHICH ARE REPORTED AS COMPENSATION TO THE INDIVIDUAL, TO THE EXTENT REIMBURSED. IN RARE INSTANCES FOR MEMBERS OF THE BOARD, IT IS RECOGNIZED THAT SHORT NOTICE ASSIGNMENTS MAY REQUIRE FIRST CLASS TRAVEL BECAUSE OF THE LACK OF AVAILABILITY OF COACH SEATING. THIS MUST BE AUTHORIZED WHEN NECESSARY BY THE BOARD CHAIR, PRIOR TO TRAVEL. THE PRESIDENTS (PRESIDENT, IMMEDIATE PAST PRESIDENT AND PRESIDENT ELECT) WILL EACH HAVE ACCESS TO AN INDIVIDUAL $2,500 MAXIMUM ALLOWANCE (PER TERM) TO USE FOR UPGRADES AS EACH DEEMS APPROPRIATE, TYPICALLY WHEN TRAVELING ON AN AIRLINE WITH NON-PREFERRED STATUS.
PART I, LINE 4B AMA ESTABLISHED A KEY EMPLOYEE OPTION PLAN AND AN OPTION PLAN FOR TRUSTEES IN 1997. THESE PLANS WERE SUSPENDED IN 2002, PURSUANT TO A CHANGE IN IRS REGULATIONS. IN 2017, $29,853 OF PRE-2003 DEFERRED COMPENSATION WAS PAID TO DENISE M. HAGERTY AND IS INCLUDED IN COLUMN B (III) AND COLUMN F. IN ADDITION, THE AMA HAS A DEFERRED COMPENSATION PLAN AS DEFINED IN SECTION 457(B) OF THE INTERNAL REVENUE CODE WHICH IS AVAILABLE TO ALL MEMBERS OF THE BOARD OF TRUSTEES AND SENIOR MANAGEMENT OF THE AMA. UNDER THIS PLAN, INDIVIDUALS MAY DEFER UP TO THE ANNUAL AMOUNT 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 B(I) AND BOARD OF TRUSTEE CONTRIBUTIONS ARE INCLUDED IN COLUMN C. THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS FROM A DEFERRED COMPENSATION PLAN AFTER LEAVING THE AMA, WHICH ARE INCLUDED IN COLUMN B(III) AND COLUMN F: JEREMY A. LAZARUS, M.D. $10,086 ROBERT M. WAH, M.D. $22,395 ARDIS D. HOVEN, MD. $21,251 MONICA C. WEHBY, M.D. $13,806 IN 2011, AMA AND JAMES L. MADARA ENTERED INTO A DEFERRED COMPENSATION AGREEMENT SUBJECT TO SECTION 457(F) OF THE INTERNAL REVENUE CODE, CALLING FOR ANNUAL CONTRIBUTIONS BY THE AMA TO THE DEFERRED ACCOUNT. THE ACCOUNT VESTS OVER TIME AND PAYMENT OF UNDISTRIBUTED AMOUNTS WILL OCCUR ON THE VESTING DATES. THE ANNUAL CONTRIBUTION IS INCLUDED IN COLUMN C ABOVE.
Schedule J (Form 990) 2017
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