AMERICAN OSTEOPATHIC ASSOCIATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSTEOPATHIC ASSOCIATION (EIN 36-2170786)
- Tax period
- 2023-06-01 to 2024-05-31
- Filed
- 2025-04-15
- IRS object ID
- 202521059349301897
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-15T14:11:05-05:00 | ReturnTs |
| Tax Period End | 2024-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN OSTEOPATHIC ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3122028115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 EAST ONTARIO STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN S CREASON | PersonNm |
| Person Title | CEO, BOARD SECRETARY | PersonTitleTxt |
| Phone | 3122028115 | PhoneNum |
| Signature | 2025-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AARON M FOX | PreparerPersonNm |
| PTIN | P01365820 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHLEEN S CREASON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 EAST ONTARIO STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,266,058 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OSTEOPATHIC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE AOA'S MISSION IS TO ADVANCE THE DISTINCTIVE PHILOSOPHY AND PRACTICE OF OSTEOPATHIC MEDICINE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 157 | TotalEmployeeCnt |
| Total Volunteers | 700 | TotalVolunteersCnt |
| Total Gross UBI | $78,480 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,571,430 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,277,900 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $29,948,529 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,231,722 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,073,651 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,156,839 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$729,461 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,116,963 | CYOtherRevenueAmt |
| PY Total Revenue | $32,864,149 | PYTotalRevenueAmt |
| CY Total Revenue | $35,549,498 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $111,281 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $346,502 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,359,264 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,182,078 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,931,021 | PYOtherExpensesAmt |
| CY Other Expenses | $12,908,411 | CYOtherExpensesAmt |
| PY Total Expenses | $30,401,566 | PYTotalExpensesAmt |
| CY Total Expenses | $32,436,991 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,462,583 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,112,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,556,796 | TotalAssetsBOYAmt |
| Total Assets EOY | $94,502,786 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,115,752 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,928,380 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $67,441,044 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,574,406 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA) IS A MEMBERSHIP ASSOCIATION REPRESENTING MORE THAN 168,000 OSTEOPATHIC PHYSICIANS (DO) AND OSTEOPATHIC MEDICAL STUDENTS. AS THE PRIMARY CERTIFYING BODY FOR DO AND THE ACCREDITING AGENCY FOR ALL OSTEOPATHIC MEDICAL SCHOOLS, THE AOA WORKS TO ACCENTUATE THE DISTINCTIVENESS OF OSTEOPATHIC PRINCIPLES AND THE DIVERSITY OF THE PROFESSION. THE AOA FURTHER, THROUGH THESE ACTIVITIES AND OTHERS, PROMOTES PUBLIC HEALTH, WORKS TO MEET PUBLIC HEALTH NEEDS THROUGH OSTEOPATHIC MEDICINE AND ENCOURAGES SCIENTIFIC RESEARCH. IN ADDITION, THE AOA ADVOCATES AT THE STATE AND FEDERAL LEVELS ON ISSUES THAT AFFECT DO, OSTEOPATHIC MEDICAL STUDENTS AND PATIENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,096,506 | ExpenseAmt |
| Grant | $346,502 | GrantAmt |
| Revenue | $19,621,450 | RevenueAmt |
| Desc | DEPARTMENT OF EDUCATION:THE FUNCTION OF THE AOA DEPARTMENT OF EDUCATION IS TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICINE THROUGH EDUCATION. IN TAX YEAR 2024, THE AOA:DIVISION OF EDUCATIONAL RESOURCE SERVICES- MONITORED AND RECORDED THE PROGRESS OF TRAINEES IN 14 RESIDENCY TRAINING PROGRAMS.DIVISION OF POSTDOCTORAL TRAINING- MONITORED THE CONTINUING APPROVAL OF AOA ACCREDITED TRAINING PROGRAMS- APPROVED ACGME PGY1 TRAINING APPLICATIONS.CERTIFYING BOARDS- AOA AWARDED 1,635 NEW PRIMARY CERTIFICATIONS, 414 NEW SUBSPECIALTY CERTIFICATIONS AND 116 NEW CERTIFICATIONS OF ADDED QUALIFICATIONS (CAQ'S). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,598,002 | ExpenseAmt |
| Desc | DEPARTMENT OF GOVERNMENT RELATIONS:EXPENSES INCURRED WITH GATHERING AND DOCUMENTING INFORMATION FOR AOA ON A NATIONAL AND STATE LEVEL AND ACTING AS THE ORGANIZATION'S LIAISON IN WASHINGTON, D.C. ALL EXPENSES OF THE WASHINGTON, D.C. SATELLITE OFFICE ARE INCLUDED, AS WELL AS ALL EXPENSES REQUIRED TO PROMOTE THE INTERESTS OF AND ACCESS TO OSTEOPATHIC MEDICINE AS WELL AS THE 168,000 OSTEOPATHIC PHYSICIANS (DO) AND OSTEOPATHIC MEDICAL STUDENTS IN THE UNITED STATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,417,015 | ExpenseAmt |
| Revenue | $24,129 | RevenueAmt |
| Desc | PUBLICATIONS:THE AOA PUBLISHES 1 PEER-REVIEWED ACADEMIC MEDICAL JOURNAL: JOURNAL OF OSTEOPATHIC MEDICINE. THIS ONLINE-ONLY PUBLICATION WAS ESTABLISHED IN 1901 AND IS THE PREMIER SCHOLARLY, PEER-REVIEWED PUBLICATION OF THE OSTEOPATHIC MEDICAL PROFESSION. IT PROVIDES CONTINUING MEDICAL EDUCATION (CME) TO OSTEOPATHIC PHYSICIANS (DO) AND OTHER ALLIED HEALTHCARE PRACTITIONERS, AND IT COMPLEMENTS THE EDUCATION OF OSTEOPATHIC MEDICAL STUDENTS. JOM NOW OFFERS ITS CONTENT IN AN OPEN ACCESS MODEL, SO ALL ARTICLES ARE FREELY AVAILABLE TO THE PUBLIC, AND MORE THAN 145,000 READERS RECEIVE THE ELECTRONIC TABLES OF CONTENTS FOR JOM. IN ADDITION, THE AOA PRODUCES AN ONLINE NEWS PUBLICATION, THE DO, THAT IS RECEIVED BY OVER 125,000 OSTEOPATHIC PHYSICIANS AND MEDICAL STUDENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,692,586 | ExpenseAmt |
| Revenue | $12,510,382 | RevenueAmt |
| Desc | MEMBERSHIP SERVICES:THE DEPARTMENT OF MEMBERSHIP IS RESPONSIBLE FOR DEVELOPING AND EXECUTING INITIATIVES THAT PROVIDE SIGNIFICANT FINANCIAL AND VOLUNTEER RESOURCES TO SUPPORT THE AOA'S MISSION BY CONTINUOUSLY RETAINING AND RECRUITING MEMBERS. MEMBERSHIP PROJECTS BUILD AWARENESS OF OVERALL AOA PROGRAMS THAT ULTIMATELY LEAD TO IMPROVED QUALITY OF PATIENT CARE, WITH SERVICES SUCH AS BUT NOT LIMITED TO, THE TRACKING OF PHYSICIAN CME AND BOARD CERTIFICATION REQUIREMENTS, PRACTICE MANAGEMENT PROGRAMS FOR YOUNG PHYSICIANS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, CLINICAL PRACTICE PROGRAMS AND GUIDES, SUPPORT FOR OSTEOPATHIC MEDICINE RESEARCH, AND INFORMATION FOR STUDENTS, INTERNS AND RESIDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,692,586 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $12,510,382 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $20,804,109 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 297 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 157 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS RIZZO | PersonNm |
| Phone | 3122028115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 EAST ONTARIO STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| IRA P MONKA DO PRESIDENT- | |||||||||
| ELECT - UNTIL 07/23, PRESIDENT | 37.50 | 1.00 | Yes (X) | Yes (X) | $240,627 | $0 | $0 | ||
| ERNEST R GELB DO PRESIDENT | |||||||||
| UNTIL 07/23, IMM. PAST PRESIDENT | 1.00 | 1.00 | Yes (X) | Yes (X) | $228,770 | $0 | $0 | ||
| ROSS D ZAFONTE DO | |||||||||
| EDITOR | 1.00 | Yes (X) | Yes (X) | $67,500 | $0 | $0 | |||
| TERESA A HUBKA DO TRUSTEE | |||||||||
| UNTIL 07/23, PRESIDENT-ELECT | 1.00 | 2.00 | Yes (X) | Yes (X) | $7,765 | $0 | $0 | ||
| JOSEPH GIAIMO DO | |||||||||
| PAST PRESIDENT | 1.00 | 3.00 | Yes (X) | Yes (X) | $3,150 | $0 | $0 | ||
| ROBERT S DOLANSKY DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $3,000 | $0 | $0 | |||
| TIMOTHY J KOWALSKI DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $3,000 | $0 | $0 | ||||
| JENNIFER Y KENDALL DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $2,800 | $0 | $0 | ||||
| JEFFREY D DAVIS DO 1ST | |||||||||
| VICE PRES. - UNTIL 07/23, TRUSTEE | 1.00 | Yes (X) | Yes (X) | $2,700 | $0 | $0 | |||
| KEVIN V DE REGNIER DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| DAVID E GARZA DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| SONIA RIVERA-MARTINEZ DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| JULIEANNE P SEES DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| RICHARD R THACKER DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| FRANK M TURSI DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,700 | $0 | $0 | |||
| MARIA D JONES DO POSTDOC | |||||||||
| TRAINEE MEMBER - AS OF 07/23 | 1.00 | Yes (X) | $2,700 | $0 | $0 | ||||
| EMILY K HURST DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $2,550 | $0 | $0 | ||||
| BRUCE A WOLF DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $2,250 | $0 | $0 | |||
| THOMAS ELY DO | |||||||||
| PAST PRESIDENT - UNTIL 07/23 | 1.00 | 2.00 | Yes (X) | Yes (X) | $1,950 | $0 | $0 | ||
| W ASHLEY HOOD DO | |||||||||
| 1ST VICE PRESIDENT - AS OF 07/23 | 1.00 | Yes (X) | Yes (X) | $1,950 | $0 | $0 | |||
| GERALDINE T O'SHEA DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $1,950 | $0 | $0 | ||||
| ROBERT GG PICCININI DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $1,950 | $0 | $0 | ||||
| SELENA G RAINES DO NEW | |||||||||
| PHYS. IN PRACTICE MEMB - UNTIL 07/23 | 1.00 | Yes (X) | $1,800 | $0 | $0 | ||||
| SHANNON C SCOTT DO | |||||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $1,500 | $0 | $0 | |||
| ROBERT W HOSTOFFER JR DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $1,450 | $0 | $0 | ||||
| BRIANNE HOWERTON OMS IV | |||||||||
| STUDENT ADVISOR - UNTIL 07/23 | 1.00 | Yes (X) | $1,350 | $0 | $0 | ||||
| SARAH J WOLFF DO NEW PHYS | |||||||||
| IN PRACTICE MEMBER - AS OF 07/23 | 1.00 | Yes (X) | $900 | $0 | $0 | ||||
| TIM BEALS DO NEW PHYS | |||||||||
| IN PRACTICE ADVISOR - UNTIL 07/23 | 1.00 | Yes (X) | $750 | $0 | $0 | ||||
| M ANJALI JAMES OMS IV | |||||||||
| STUDENT MEMBER - UNTIL 07/23 | 1.00 | Yes (X) | $750 | $0 | $0 | ||||
| BRIAN M FIANI DO POSTDOC | |||||||||
| TRAINEE MEMBER - UNTIL 07/23 | 1.00 | Yes (X) | $750 | $0 | $0 | ||||
| SARA A LOHBAUER DO | |||||||||
| POSTDOC. TRAINEE ADV. - AS OF 07/23 | 1.00 | Yes (X) | $750 | $0 | $0 | ||||
| JOEL A KASE DO | |||||||||
| 3RD VICE PRESIDENT - AS OF 07/23 | 1.00 | Yes (X) | Yes (X) | $250 | $0 | $0 | |||
| SHAWN HAMM DO NEW PHYS | |||||||||
| IN PRACTICE ADVISOR - AS OF 07/23 | 1.00 | Yes (X) | $250 | $0 | $0 | ||||
| DUANE G KOEHLER DO | |||||||||
| 2ND VICE PRESIDENT - AS OF 07/23 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER J HAULER DO | |||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES M LALLY DO | |||||||||
| TRUSTEE | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| CAELIN SMITH OMS III | |||||||||
| STUDENT MEMBER - AS OF 07/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DEVANSHI PATEL OMS IV | |||||||||
| STUDENT ADVISOR - AS OF 07/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| KATHLEEN S CREASON INTERIM | |||||||||
| CEO - UNTIL 07/23, CEO, BOARD SECR. | 40.00 | 1.00 | Yes (X) | $485,040 | $0 | $41,138 | |||
| JULIE KULOVITS | |||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $232,961 | $0 | $1,343 | ||||
| KIM TRAN | |||||||||
| CFO - UNTIL 09/23 | 40.00 | Yes (X) | $207,577 | $0 | $9,272 | ||||
| DENNIS RIZZO | |||||||||
| CFO, AS OF 11/23 | 40.00 | Yes (X) | $27,251 | $0 | $3,917 | ||||
| NICOLE BLANKENSHIP SVP | |||||||||
| AFFILIATE RELATION - UNTIL 08/23 | 40.00 | $200,919 | $0 | $39,198 | Yes (X) | ||||
| MAURA BISZEWSKI | |||||||||
| SVP OSTEOPATHIC ENGAGEMENT | 40.00 | $202,861 | $0 | $34,121 | Yes (X) | ||||
| LORI WEMHOFF | |||||||||
| SVP COMMUNICATIONS AND MARKETING | 40.00 | $187,701 | $0 | $20,797 | Yes (X) | ||||
| DARCY STEINBERG | |||||||||
| VP STRATEGIC PARTNERSHIPS AND HEALTH INIT. | 40.00 | $195,181 | $0 | $38,415 | Yes (X) | ||||
| SHARON MCGILL | |||||||||
| VP RESEARCH | 40.00 | $201,743 | $0 | $20,319 | Yes (X) | ||||
| PRANAV PAREKH | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | $196,332 | $0 | $24,148 | Yes (X) | ||||
| GENIE JAMES | |||||||||
| VP ACCREDITATION | 40.00 | $193,531 | $0 | $18,924 | Yes (X) | ||||
| JOSE CARINO | |||||||||
| VP MEMBERSHIP | 40.00 | $187,291 | $0 | $16,560 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,119,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $268,152 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 55 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NBOME | |||||
| 8765 W HIGGINS RD STE 200 | CHICAGO | IL | 60631 | TESTING MODULES | $959,580 |
| ENCORE GLOBAL | |||||
| 900 E MARKET ST | SAN ANTONIO | TX | 78205 | CONVENTION PRODUCTION SERVICES | $718,328 |
| COBALT | |||||
| 2550 SOUTH CLARK STREET SUITE 850 | ARLINGTON | VA | 22202 | CRM SOLUTIONS | $445,057 |
| CHICAGO MARRIOTT DOWNTOWN | |||||
| 165 E ONTARIO | CHICAGO | IL | 60611 | HOTEL - CONVENTION | $419,667 |
| FUSIONSPAN LLC | |||||
| 9450 SW GEMINI DR PMB 45851 | BEAVERTON | OR | 97008 | MANAGED SERVICES SUPPORT | $397,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 24 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $500,000 | RelatedOrganizationsAmt |
| All Other Contributions | $777,900 | AllOtherContributionsAmt |
| Total Contributions | $1,277,900 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP FEES | 900099 | $11,213,851 | $11,213,851 |
| CERTIFYING BOARDS | 900099 | $8,159,548 | $8,159,548 |
| COLLEGE ACCREDITATION | 900099 | $5,355,668 | $5,355,668 |
| CONVENTION | 900099 | $4,352,352 | $4,352,352 |
| PHYSICIAN/RESEARCH SVC | 900099 | $1,296,531 | $1,296,531 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,853,772 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,778,011 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $75,761 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,231,722 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,833,095 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,719 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,830,376 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,464,691 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,716,560 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,251,869 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,251,869 | TotalRevenueColumnAmt |
| Exclusion | -$1,251,869 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,323,744 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,323,744 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,323,744 | TotalRevenueColumnAmt |
| Exclusion | $1,323,744 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $134,906 | TotalRevenueColumnAmt |
| Exclusion | $134,906 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $134,906 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,549,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,155,961 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $78,480 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,037,157 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,502 | TotalAmt |
| Program Services | $346,502 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,207,063 | TotalAmt |
| Program Services | $1,010,544 | ProgramServicesAmt |
| Management And General | $1,196,519 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,297,181 | TotalAmt |
| Program Services | $8,055,879 | ProgramServicesAmt |
| Management And General | $5,241,302 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $885,920 | TotalAmt |
| Program Services | $540,069 | ProgramServicesAmt |
| Management And General | $345,851 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,750,926 | TotalAmt |
| Program Services | $1,046,001 | ProgramServicesAmt |
| Management And General | $704,925 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,040,988 | TotalAmt |
| Program Services | $611,271 | ProgramServicesAmt |
| Management And General | $429,717 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,868 | TotalAmt |
| Management And General | $137,868 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,567 | TotalAmt |
| Management And General | $40,567 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,309 | TotalAmt |
| Program Services | $14,304 | ProgramServicesAmt |
| Management And General | $155,005 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,323 | TotalAmt |
| Program Services | $2,199,686 | ProgramServicesAmt |
| Management And General | $69,637 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $568,937 | TotalAmt |
| Program Services | $529,868 | ProgramServicesAmt |
| Management And General | $39,069 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $267,202 | TotalAmt |
| Program Services | $26,988 | ProgramServicesAmt |
| Management And General | $240,214 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838,486 | TotalAmt |
| Program Services | $77,987 | ProgramServicesAmt |
| Management And General | $760,499 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,148 | TotalAmt |
| Program Services | $483,148 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,882,745 | TotalAmt |
| Program Services | $1,194,299 | ProgramServicesAmt |
| Management And General | $688,446 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,369,575 | TotalAmt |
| Program Services | $3,261,081 | ProgramServicesAmt |
| Management And General | $1,108,494 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,681 | TotalAmt |
| Program Services | $360,378 | ProgramServicesAmt |
| Management And General | $286,303 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,304 | TotalAmt |
| Program Services | $310,599 | ProgramServicesAmt |
| Management And General | $185,705 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CREDIT CARD PROCESSING | $719,108 | $717,847 | $1,261 |
| HONORARIA, SPEAKER FEES | $19,158 | $17,658 | $1,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,436,991 | TotalAmt |
| Program Services | $20,804,109 | ProgramServicesAmt |
| Management And General | $11,632,882 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $8,695,530 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,582,927 | BOYAmt |
| EOY | $16,440,874 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,098,099 | BOYAmt |
| EOY | $1,172,016 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,223 | BOYAmt |
| EOY | $1,046,649 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,169,467 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $22,279,580 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,534,955 | BOYAmt |
| EOY | $9,889,887 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,999,644 | BOYAmt |
| EOY | $56,531,023 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,948 | BOYAmt |
| EOY | $726,807 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,556,796 | BOYAmt |
| EOY | $94,502,786 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,488,197 | BOYAmt |
| EOY | $4,524,912 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,402,561 | BOYAmt |
| EOY | $13,887,964 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,994 | BOYAmt |
| EOY | $515,504 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,115,752 | BOYAmt |
| EOY | $18,928,380 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,441,044 | BOYAmt |
| EOY | $75,574,406 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,441,044 | BOYAmt |
| EOY | $75,574,406 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,556,796 | BOYAmt |
| EOY | $94,502,786 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,112,507 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,089,281 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$68,426 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,052,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,519,547 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,200,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,571,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,277,900 | CurrentTaxYearAmt |
| Total | $10,621,264 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,163,537 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,724,491 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,703,871 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,948,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,155,961 | CurrentTaxYearAmt |
| Total | $152,696,389 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,215,639 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,244,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,904,156 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,519,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,433,861 | CurrentTaxYearAmt |
| Total | $163,317,653 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $163,317,653 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,444,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,588,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,652,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,387,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,295,067 | CurrentTaxYearAmt |
| Total | $16,367,327 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,444,226 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,588,892 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,652,100 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,387,042 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,295,067 | CurrentTaxYearAmt |
| Total | $16,367,327 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $674,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $357,921 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,750 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $130,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,906 | CurrentTaxYearAmt |
| Total | $1,407,089 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,334,039 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,190,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,666,006 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,037,339 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,863,834 | CurrentTaxYearAmt |
| Total | $181,092,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90180 | PublicSupportCY509Pct |
| Public Support PY509 | 0.91510 | PublicSupportPY509Pct |
| Investment Income CY | 0.09040 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07500 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $496,715 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $496,715 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $31,940,276 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $32,436,991 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $434,968 | CurrentYearMinus3Amt |
| Current Year Minus2 | $636,968 | CurrentYearMinus2Amt |
| Current Year Minus1 | $541,367 | CurrentYearMinus1Amt |
| Current Year | $496,715 | CurrentYearAmt |
| Total | $2,110,018 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $40,127 | CurrentYearMinus3Amt |
| Total | $40,127 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,757,740 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,502,280 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $200,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,060,020 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,423,330 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,230,237 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,353 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,757,740 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,564,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,141,202 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,423,330 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,292,391 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,704,082 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $431,941 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,564,532 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,086,757 | BeginningYearBalanceAmt |
| Contributions | $2,340 | ContributionsAmt |
| Investment Earnings Or Losses | $575,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $371,720 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,292,391 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,625,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,625,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,925,291 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,169,571 | DepreciationAmt |
| Book Value | $6,755,720 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,619,176 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,110,009 | DepreciationAmt |
| Book Value | $1,509,167 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,889,887 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABLITY | Desc |
| Amt | $515,504 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $515,504 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THERE ARE NO TRUE ENDOWMENT FUNDS. THE NET ASSETS ARE AVAILABLE FOR THE BOARD TO DESIGNATE TO BE USED FOR SPECIAL AND/OR SPECIFIC PURPOSES. THESE ARE SELF-DESIGNATED AND CAN BE WITHDRAWN AT ANY TIME BY THE BOARD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE | GrantTypeTxt |
| Recipient | 15 | RecipientCnt |
| Cash Grant | $346,502 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SPECIFIC PROPOSED BUDGETS MUST BE SUBMITTED BEFORE A GRANT IS ISSUED. ALONG WITH THE PROPOSED BUDGET, GRANT REQUESTS MUST BE ACCOMPANIED BY MID-TERM AND FULL-TERM FINANCIAL STATEMENTS. ANY CHANGES TO AGREED UPON BUDGETS MUST BE MADE VIA FORMAL WRITTEN REQUEST AND APPROVED BY THE BUREAU OF OSTEOPATHIC RESEARCH AND PUBLIC HEALTH. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KATHLEEN S CREASON INTERIM | ||||||||||||||
| CEO - UNTIL 07/23, CEO, BOARD SECR. | $461,040 | $0 | $24,000 | $0 | $0 | $0 | $23,100 | $0 | $18,038 | $0 | $526,178 | $0 | $0 | $0 |
| IRA P MONKA DO PRESIDENT- | ||||||||||||||
| ELECT - UNTIL 07/23, PRESIDENT | $240,627 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $240,627 | $0 | $0 | $0 |
| NICOLE BLANKENSHIP SVP | ||||||||||||||
| AFFILIATE RELATION - UNTIL 08/23 | $138,195 | $0 | $0 | $0 | $62,724 | $0 | $22,573 | $0 | $16,625 | $0 | $240,117 | $0 | $0 | $0 |
| MAURA BISZEWSKI | ||||||||||||||
| SVP OSTEOPATHIC ENGAGEMENT | $193,611 | $0 | $9,250 | $0 | $0 | $0 | $14,101 | $0 | $20,020 | $0 | $236,982 | $0 | $0 | $0 |
| JULIE KULOVITS | ||||||||||||||
| GENERAL COUNSEL | $225,961 | $0 | $7,000 | $0 | $0 | $0 | $463 | $0 | $880 | $0 | $234,304 | $0 | $0 | $0 |
| DARCY STEINBERG | ||||||||||||||
| VP STRATEGIC PARTNERSHIPS AND HEALTH | $185,746 | $0 | $9,435 | $0 | $0 | $0 | $14,279 | $0 | $24,136 | $0 | $233,596 | $0 | $0 | $0 |
| ERNEST R GELB DO PRESIDENT | ||||||||||||||
| UNTIL 07/23, IMM. PAST PRESIDENT | $228,770 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $228,770 | $0 | $0 | $0 |
| SHARON MCGILL | ||||||||||||||
| VP RESEARCH | $192,398 | $0 | $9,345 | $0 | $0 | $0 | $13,863 | $0 | $6,456 | $0 | $222,062 | $0 | $0 | $0 |
| PRANAV PAREKH | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $191,332 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $24,148 | $0 | $220,480 | $0 | $0 | $0 |
| KIM TRAN | ||||||||||||||
| CFO - UNTIL 09/23 | $198,577 | $0 | $9,000 | $0 | $0 | $0 | $8,585 | $0 | $687 | $0 | $216,849 | $0 | $0 | $0 |
| GENIE JAMES | ||||||||||||||
| VP ACCREDITATION | $184,031 | $0 | $9,500 | $0 | $0 | $0 | $11,450 | $0 | $7,474 | $0 | $212,455 | $0 | $0 | $0 |
| LORI WEMHOFF | ||||||||||||||
| SVP COMMUNICATIONS AND MARKETING | $182,701 | $0 | $5,000 | $0 | $0 | $0 | $13,335 | $0 | $7,462 | $0 | $208,498 | $0 | $0 | $0 |
| JOSE CARINO | ||||||||||||||
| VP MEMBERSHIP | $179,291 | $0 | $8,000 | $0 | $0 | $0 | $8,806 | $0 | $7,754 | $0 | $203,851 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | 1) FIRST-CLASS OR CHARTER TRAVEL AOA PAID OR REIMBURSED THE COST OF FIRST CLASS AIRFARE FOR THE FOLLOWING POSITIONS: PRESIDENT AND CEO. THESE AMOUNTS ARE TREATED AS NON-TAXABLE. 2) TRAVEL FOR COMPANIONS AOA PAID OR REIMBURSED SPOUSAL TRAVEL EXPENSES FOR THE FOLLOWING POSITIONS AND THEIR SPOUSES: PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST PRESIDENT AND CEO. ADDITIONALLY, AOA PAID OR REIMBURSED SPOUSAL TRAVEL FOR OTHER TRUSTEES ONLY WHEN THEY TRAVELED TO MEETINGS TO FULFILL AN OBLIGATION OF THE AOA PRESIDENT. THESE AMOUNTS ARE TREATED AS TAXABLE. |
| PART I, LINE 4A | SEVERANCE PAID DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023 IS REPORTED ON PART II, COLUMN (B)(III). |
| PART I, LINE 7 | BONUSES ARE MADE AT THE COMMITTEE ON ADMINISTRATIVE PERSONNEL'S DISCRETION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE HOUSE OF DELEGATES ELECTS THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE HOUSE OF DELEGATES HAS THE POWER TO ELECT MEMBERS OF THE BOARD OF TRUSTEES AND CONCUR WITH THE BUDGET AND AMEND THE CONSTITUTION AND BYLAWS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE CEO, CFO/CONTROLLER AND GENERAL COUNSEL REVIEW FORM 990 AND THEN PROVIDE FORM 990 TO THE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BEFORE VENDORS AND CAPITAL REQUESTS ARE APPROVED, THE REQUESTING OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE MUST DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THE CURRENT POLICY ENFORCEMENT IS BASED ON REGULAR COLLECTION OF CONFLICT INFORMATION FROM KEY STAFF, TRUSTEES, AND OFFICERS. TRUSTEES, OFFICERS, KEY STAFF ARE ALL EDUCATED AS TO WHAT AOA'S POLICY IS REGARDING A CONFLICT OF INTEREST AND ARE EXPECTED TO DISCLOSE CONFLICT OF INTEREST AND NOT PARTICIPATE IN DECISIONS REGARDING ANY ENTITY WITH WHICH THEY HAVE A CONFLICT, INCLUDING DECISIONS ON DOING BUSINESS WITH AN ORGANIZATION OR INDIVIDUAL WHERE THERE IS A CONFLICT. THERE IS A WHISTLE-BLOWER POLICY THAT PROTECTS EMPLOYEES WHO DISCLOSE A VIOLATION OF CONFLICT OF INTEREST POLICY FROM GOOD-FAITH REPORTING OF A SUSPECTED BREACH OF CONFLICT POLICY. FAILURE TO COMPLY WITH POLICY IS ENFORCED BY DISCIPLINARY MEASURES, INCLUDING REMOVAL FROM OFFICE AND/OR TERMINATION OF EMPLOYMENT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION (SALARIES, BONUSES, BENEFITS) FOR THE CHIEF EXECUTIVE OFFICER AND KEY EMPLOYEES ARE SET BASED UPON INFORMATION AVAILABLE OBTAINED VIA SURVEYS, ANALYSIS OF INFORMATION FROM COMPARABLE HEALTHCARE ASSOCIATIONS (INCLUDING FORMS 990) AND OTHER EMPLOYERS IN THE RELEVANT GEOGRAPHIC MARKETS. A COMMITTEE OF THE BOARD OF TRUSTEES - THE COMMITTEE ON ADMINISTRATIVE PERSONNEL (COAP) - IS PROVIDED WITH THE INFORMATION FOR THE CHIEF EXECUTIVE OFFICER'S COMPENSATION AND MAKES RECOMMENDATIONS FOR FINAL APPROVAL BY THE ENTIRE BOARD OF TRUSTEES. COMPENSATION FOR THE PRESIDENT, PRESIDENT-ELECT AND THE IMMEDIATE PAST PRESIDENT IS SET BY COAP BASED ON A REVIEW OF COMPARABLE NATIONAL PROFESSIONAL ORGANIZATIONS WHERE THE PRESIDENT FULFILLS SIMILAR RESPONSIBILITIES IN REPRESENTING THE ORGANIZATION. THE COMPENSATION FOR THESE POSITIONS ARE REVIEWED ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AOA'S GOVERNING DOCUMENTS (CONSTITUTION AND BYLAWS AND CODE OF ETHICS) ARE PUBLISHED ON-LINE AND AVAILABLE AT THE AOA'S WEBSITE. THE ASSOCIATION'S CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D). |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | |||||||||||
| 142 EAST ONTARIO STREET | CHICAGO | IL | 60611 | 364340931 | TO IMPROVE THE EFFECTIVENESS OF DO TECHNICIANS THROUGH TECHNOLOGY | IL | 501(C)(6) | N/A | N/A | 0 | |
| AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE | |||||||||||
| 142 EAST ONTARIO STREET | CHICAGO | IL | 60611 | 366056030 | TO SUPPORT RESEARCH FOR THE ADVANCEMENT OF THE OSTEOPATHIC PROFESSION | IL | 501(C)(3) | LINE 12A, I | Yes (1) | AMERICAN OSTEOPATHIC ASSOCIATION | |
| AMERICAN OSTEOPATHIC FOUNDATION | |||||||||||
| 142 EAST ONTARIO STREET | CHICAGO | IL | 60611 | 366056120 | SUPPORTING THE ADVANCEMENT OF THE OSTEOPATHIC PROFESSION | IL | 501(C)(3) | LINE 7 | N/A | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN OSTEOPATHIC SERVICES INC | ||||||||||||
| 142 EAST ONTARIO STREET | CHICAGO | IL | 60611 | 300937170 | MARKETING AFFINITY PROGRAMS | IL | AMERICAN OSTEOPATHIC ASSOCIATION | C | -$303 | $6,209 | 1.00000 | Yes (1) |
| CHARITABLE REMAINDER TRUST (1) | ||||||||||||
| CHARITABLE TRUST | NY | AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE | T | 0 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | ||
| A | $774,219 | FMV |
| AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE | ||
| C | $300,000 | FMV |
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | ||
| C | $200,000 | FMV |
| AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION | ||
| Q | $400,000 | FMV |
Comments