2023-11-14T08:52:11-06:00 2021-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2021-01-01 611988540 ASSOCIATION OF ORGAN PROCUREMENT ORGANIZATIONS ASSO 7035564242 8300 GREENSBORO DRIVE L1-620 MCLEAN VA 22102 BARRY MASSA SECRETARY/TREASURER 7035564242 2023-11-14 1 BARRY MASSA 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z X JAN FINN 8300 GREENSBORO DRIVE L1-620 MCLEAN VA 22102 3914348 0 X WWW.AOPO.ORG X 2021 VA SEE PART III, LINE 1. 48 48 0 400 1300 0 2120882 1755318 0 38148 3914348 0 0 1085411 0 0 1415091 2500502 1413846 2278472 864626 1413846 THE ASSOCIATION OF ORGAN PROCUREMENT ORGANIZATIONS (AOPO) MISSION IS TO LEAD THE NATION'S ORGAN DONATION COMMUNITY TO SAVE MORE LIVES. 0 0 THE AOPO GOVERNMENT AFFAIRS DEPARTMENT ENCOMPASSES THE ENTIRETY OF AOPO'S ADVOCACY EFFORTS WITH REGARDS TO LEGISLATIVE AND REGULATORY AGENCIES, AT BOTH THE STATE AND NATIONAL LEVEL. THIS WORK INCLUDES EDUCATING POLICY MAKERS ABOUT POTENTIAL IMPACTS OF PROPOSED REGULATIONS AND PROVIDING A PATHWAY FOR AOPO MEMBERS TO CONTRIBUTE TO THE DRAFTING OF DOCUMENTS SUCH AS COMMENT LETTERS AND REPLIES TO REQUESTS FOR INFORMATION ISSUED BY REGULATORY AGENCIES. THE PUBLIC AFFAIRS DEPARTMENT IS RESPONSIBLE FOR EDUCATING THE PUBLIC ON THE ORGAN DONATION AND TRANSPLANTATION PROCESS. IT DEVELOPS EDUCATIONAL TOOLS AND RESOURCES AIMED AT THE PUBLIC AUDIENCE TO ENCOURAGE MORE PEOPLE TO REGISTER AS ORGAN AND TISSUE DONORS. THE REMAINING PROGRAMS OF AOPO ARE FOCUSED ON SHARING AND SPREADING BEST PRACTICES AMONG THE VARIOUS FUNCTIONAL AREAS OF AN OPO WITH THE ENTIRE MEMBERSHIP, AS WELL AS PROVIDING A FORUM FOR MEMBERS TO ASK QUESTIONS AND SEEK ASSISTANCE FROM OTHER MEMBERS WITH CURRENT CHALLENGES. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 48 48 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X SCOTT MANN 7035564242 8300 GREENSBORO DRIVE L1-620 MCLEAN VA 22102 JAN FINN PRESIDENT 1.00 1.00 X X 0 0 0 BARRY MASSA PRES. ELECT & SECRETARY/TREASURER 1.00 1.00 X X 0 0 0 JOE FERREIRA PAST PRESIDENT 1.00 1.00 X X 0 0 0 ALAN COCHRAN DIRECTOR 1.00 0.00 X 0 0 0 ALGHIDAK SALAMA DIRECTOR 1.00 0.00 X 0 0 0 GUILLERMINA SANCHEZ DIRECTOR 1.00 0.00 X 0 0 0 ALEX GLAZIER DIRECTOR 1.00 0.00 X 0 0 0 ANDREW MULLINS DIRECTOR 1.00 0.00 X 0 0 0 CHARLES ALEXANDER DIRECTOR 1.00 0.00 X 0 0 0 CHRIS MEEKS DIRECTOR 1.00 0.00 X 0 0 0 COLLEEN MCCARTHY DIRECTOR 1.00 0.00 X 0 0 0 CRAIG VAN DE WALKER DIRECTOR 1.00 0.00 X 0 0 0 DANIELLE BALBIS DIRECTOR 1.00 0.00 X 0 0 0 DANIELLE NIEDFELDT DIRECTOR 1.00 0.00 X 0 0 0 DAVE DESTEFANO DIRECTOR 1.00 0.00 X 0 0 0 DORRIE DILS DIRECTOR 1.00 0.00 X 0 0 0 GORDON BOWEN DIRECTOR 1.00 0.00 X 0 0 0 HARRY WILKINS DIRECTOR 1.00 0.00 X 0 0 0 HOWARD M NATHAN DIRECTOR 1.00 0.00 X 0 0 0 JEFF ORLOWSKI DIRECTOR 1.00 0.00 X 0 0 0 JENNIFER PRINZ DIRECTOR 1.00 0.00 X 0 0 0 JILL GRANDAS DIRECTOR 1.00 0.00 X 0 0 0 JOE NESPRAL DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH ROTH DIRECTOR 1.00 0.00 X 0 0 0 JULIE BERGIN DIRECTOR 1.00 0.00 X 0 0 0 KATHLEEN LILLY DIRECTOR 1.00 0.00 X 0 0 0 KEVIN O'CONNOR DIRECTOR 1.00 0.00 X 0 0 0 KEVIN STUMP DIRECTOR 1.00 0.00 X 0 0 0 KIM VAN FRANK DIRECTOR 1.00 0.00 X 0 0 0 KYLE HERBER AT LARGE MEMBER 1.00 0.00 X 0 0 0 LEONARD LICINA DIRECTOR 1.00 0.00 X 0 0 0 LISA STOCKS DIRECTOR 1.00 0.00 X 0 0 0 LIZ LEHR DIRECTOR 1.00 0.00 X 0 0 0 LORI BRIGHAM DIRECTOR 1.00 0.00 X 0 0 0 MARK SIMON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL DANIELS DIRECTOR 1.00 0.00 X 0 0 0 MICHAEL THIBAULT DIRECTOR 1.00 0.00 X 0 0 0 ROB GRUNENFELDER DIRECTOR 1.00 0.00 X 0 0 0 SEAN VAN SLYCK DIRECTOR 1.00 0.00 X 0 0 0 SUSAN A STUART DIRECTOR 1.00 0.00 X 0 0 0 SUSAN GUNDERSON DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE CONRAD DIRECTOR 1.00 0.00 X 0 0 0 TIM BROWN DIRECTOR 1.00 0.00 X 0 0 0 TODD HUBLER DIRECTOR 1.00 0.00 X 0 0 0 TOM MONE DIRECTOR 1.00 0.00 X 0 0 0 TRACY SCHMIDT DIRECTOR 1.00 0.00 X 0 0 0 WAYNE DUNLAP DIRECTOR 1.00 0.00 X 0 0 0 STEVEN MILLER CEO 23.00 17.00 X 0 300215 40239 ROXANE CAUWELS DIRECTOR OF PROGRAM 23.00 17.00 X 0 168646 30129 MARK CRIBBEN DIRECTOR OF GOVERNMENT 23.00 17.00 X 0 151704 26130 KIMBERLY MYDLAND DIRECTOR OF OPERATIONS 23.00 17.00 X 0 143837 27284 0 764402 123782 0 0 1 0 GIBSON DUNN & CRUTCHER LLP 333 SOUTH GRAND AVE LOS ANGELES CA 90071 LEGAL SERVICES 493793 HOLLAND & KNIGHT PO BOX 864084 ORLANDO FL 32886 LEGISLATIVE, ADVOCACY, REGULATORY CONSUL 215000 2 2119253 1629 2120882 MEMBERSHIP DUES 900099 1651773 1651773 INDUSTRY PARTNERS 900099 84062 84062 LICENSE RESALE 900099 18183 18183 ADVERTISING 900099 1300 1300 1755318 35229 0 35229 35229 35229 REBATES & CREDITS 900099 2919 2919 2919 3914348 1754018 1300 38148 X 192800 714131 64547 56905 57028 574146 51795 215000 253930 7747 131449 76872 5685 31599 16092 8802 EQUIPMENT 18402 PROFESSIONAL DEVELOPMEN 7838 SUBSCRIPTIONS & PUBS 4201 LOSS ON DISPOSAL 4032 7501 2500502 2119253 21692 157218 33557 0 123661 0 13866 0 2278472 263702 48125 0 552799 0 864626 X 1413846 0 1413846 0 2278472 1413846 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 100 0 0 0 1651773 415404 415404 412943 2461 PART I-A, LINE 1: CONTRIBUTING TO WRITTEN COMMUNICATIONS TO ELECTED OFFICIALS AND REVIEWING AND OFFERING INPUT ON OTHER PLANNED INITIATIVES. 157218 33557 123661 123661 DEFERRED RENT 25465 SECURITY DEPOSIT 11661 DUE TO AOPO FOUNDATION 515673 552799 X 3914348 0 3914348 0 3914348 2500502 0 2500502 0 2500502 PART X, LINE 2: FOR THE YEAR ENDED DECEMBER 31, 2021, THE ORGANIZATIONS HAVE DOCUMENTED THEIR CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 STEVEN MILLER CEO 0 270215 0 30000 0 0 0 27955 0 12284 0 340454 0 0 ROXANE CAUWELS DIRECTOR OF PROGRAM 0 143389 0 4079 0 21178 0 17844 0 12285 0 198775 0 0 MARK CRIBBEN DIRECTOR OF GOVERNMENT 0 147250 0 4454 0 0 0 13846 0 12284 0 177834 0 0 KIMBERLY MYDLAND DIRECTOR OF OPERATIONS 0 139383 0 4454 0 0 0 15000 0 12284 0 171121 0 0 PART I, LINE 3 AOPO RELIES ON A RELATED ORGANIZATION, AOPO FOUNDATION TO REPORT COMPENSATION. AOPO FOUNDATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION OF THE CEO: - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 AOPO HAS TWO CATEGORIES OF MEMBERSHIP: OPO MEMBER AND EMERITUS MEMBER. OPO MEMBERSHIP IS AVAILABLE TO ANY ORGAN PROCUREMENT ORGANIZATION THAT IS A MEMBER OF THE ORGAN PROCUREMENT AND TRANSPLANTATION NETWORK (OPTN) AND HAS BEEN DESIGNATED BY THE SECRETARY OF HEALTH AND HUMAN SERVICES. FORM 990, PART VI, SECTION A, LINE 7A OPO MEMBERS WHO HAVE BEEN APPROVED FOR MEMBERSHIP AND ARE IN GOOD STANDING SHALL BE ENTITLED TO APPOINT A REPRESENTATIVE TO EXERCISE THE RIGHTS OF OPO MEMBERSHIP WHICH INCLUDES, BUT IS NOT LIMITED TO, THE FOLLOWING: A) ONE VOTE IN ANY MATTER SUBMITTED TO OPO MEMBERSHIP FOR RESPONSE BY BALLOT. B) BEING ELECTED AS AN OFFICER OR DIRECTOR OF AOPO EXCEPT AS STATED ELSEWHERE IN THE BYLAWS. C) HAVING ITS REPRESENTATIVE OR EMPLOYEES SERVE ON COMMITTEES OR TASK FORCES EXCEPT AS ELSEWHERE STATED IN THE BYLAWS. D) HAVING ITS REPRESENTATIVE, MEDICAL DIRECTOR AND/OR EMPLOYEES SERVE AS A COMMITTEE OR TASK FORCE CHAIRPERSON EXCEPT AS ELSEWHERE STATED IN THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS MAY, IN ITS DISCRETION, AUTHORIZE OTHER TYPES OF ORGANIZATIONS TO PARTICIPATE IN AOPO THAT WILL NOT CONSTITUTE MEMBERSHIP, BUT WOULD PERMIT INTERESTED PARTIES TO SUPPORT AND PARTICIPATE IN THE AOPO MISSION. FORM 990, PART VI, SECTION B, LINE 11B IT IS AOPO'S POLICY FOR THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS (EXECUTIVE COMMITTEE) TO REVIEW AND APPROVE AOPO'S FEDERAL FORM 990 PRIOR TO BEING FILED WITH THE INTERNAL REVENUE SERVICE. PRACTICE/PROCEDURE: A) THE AOPO CEO WORKS WITH THE OUTSIDE ACCOUNTANT, THE CPA/AUDIT FIRM AND THE TREASURER TO PROVIDE FOR A TIMELY PREPARATION OF THE FEDERAL FORM 990; B) THE AOPO CEO PROVIDES THE DRAFT FORM 990 TO THE EXECUTIVE COMMITTEE FOR DISCUSSION DURING ITS NEXT MEETING OR CONFERENCE CALL; C) THE AOPO EXECUTIVE COMMITTEE REVIEWS ALL INFORMATION PROVIDED IN THE DRAFT FORM 990 AND MAKES ANY RECOMMENDATIONS FOR CHANGES TO THE CEO; D) THE AOPO EXECUTIVE COMMITTEE VOTES TO APPROVE THE DRAFT FORM 990, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE; AND E) THE AOPO'S FEDERAL FORM 990 IS POSTED ON THE AOPO PORTAL TO ALLOW PRE-SUBMISSION REVIEW BY THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF AOPO TO PROHIBIT EMPLOYEES FROM ENGAGING IN CONDUCT WHICH CONFLICTS WITH THE INTERESTS OF AOPO OR WHICH GIVES THE APPEARANCE OF A CONFLICT OF INTEREST. EACH EMPLOYEE IS ASKED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE A DECLARATION OF INTEGRITY, ATTESTING TO HIS/HER REVIEW AND ACKNOWLEDEMENT OF ANY CONFLICTS OF INTEREST. PRACTICE/PROCEDURE: A) EACH EMPLOYEE MUST AVOID MAKING ANY INVESTMENTS OR ENTERING INTO ANY RELATIONSHIPS WHICH MIGHT CONFLICT WITH HIS/HER RESPONSIBILITIES TO AOPO; B) EACH EMPLOYEE MUST INFORM THE CEO OF ANY INVESTMENTS OR OUTSIDE RELATIONSHIPS, SUCH AS CONSULTATIVE FUNCTIONS, RECEIPT OF ANY GIFT, FAVOR, OR COMMISSION, WHICH MAY BE CONSTRUED AS COMPROMISING THE INDIVIDUAL'S POSITION. THE CEO MUST INFORM THE AOPO PRESIDENT AND SECRETARY/TREASURER; AND C) FAILURE TO REPORT SUCH INCIDENTS WILL BE CONSIDERED JUSTIFICATION FOR IMMEDIATE DISMISSAL FROM AOPO EMPLOYMENT. THE CONFLICT OF INTEREST POLICY ALSO APPLIES TO MEMBERS OF THE BOARD OF AOPO, INCLUDING THE EXECUTIVE COMMITTEE, CHAIRS AND CO-CHAIRS OF AOPO WORKING GROUPS (I.E. COUNCILS, COMMITTEES, TASK FORCES, ETC). BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND SIGN A COMPLIANCE STATEMENT AT THE ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY IS REVIEWED ANNUALLY BY REPRESENTATIVES OF THE AOPO EXECUTIVE COMMITTEE. IT WAS MOST RECENTLY REVIEWED AND DETERMINED AT A MEETING IN FEBRUARY 2021. OTHER KEY EMPLOYEES' SALARIES ARE REVIEWED ON AN ANNUAL BASIS BY THE CEO. ANY SALARY INCREASE GRANTED IS BASED ON EMPLOYEE PERFORMANCE FOR THE YEAR. IF GRANTED A SALARY INCREASE, IT WILL NORMALLY BE EFFECTIVE ON THE EMPLOYEE'S ANNIVERSARY DATE. IN ORDER TO ADMINISTER SALARY PLANNING IN THE MOST EQUITABLE AND EFFICIENT MANNER, THE FOLLOWING FACTORS ARE CONSIDERED: 1) DEMONSTRATED COMPETENCE OF THE EMPLOYEE AND ABILITY TO PERFORM EVERY ASPECT OF THE JOB; 2) SALARY RELATIONSHIPS TO SUPERVISOR, SUBORDINATES AND/OR PEERS; 3) PREVAILING RATES PAID FOR SIMILAR POSITIONS IN THE MARKETPLACE. RATES ARE BASED ON COMPENSATION STUDIES AND INFORMATION THAT CAN BE FOUND IN A VARIETY OF SOURCES, SUCH AS THOSE PUBLISHED BY ASAE & THE CENTER FOR ASSOCIATION LEADERSHIP, OR THE COMPENSATION STUDY OF OUR OWN MEMBERSHIP ORGANIZATIONS (FOR COMPARABLE POSITIONS), OR BY UTILIZING VARIOUS OTHER ONLINE JOB AND SALARY SEARCH ENGINES FOR SIMILAR POSITIONS WITH SIMILAR SIZED ORGANIZATIONS AND LOCATION; 4) TIME IN PRESENT POSITION; AND 5) FISCAL STATE OF THE ORGANIZATION. THE MOST RECENT COMPENSATION REVIEW TOOK PLACE FEBRUARY 2021. FORM 990, PART VI, SECTION C, LINE 19 AOPO'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PUBLIC RELATIONS FIRM 89,143. CONSULTANTS 89,393. OTHER PROFESSIONAL FEES 75,394. AOPO FDN 8300 GREENSBORO DRIVE SUITE L1-620 MCLEAN VA 22102 581652896 EDUCATIONAL ACTIVITIES & RESEARCH TN 501(C)(3) LINE 7 AOPO 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AOPO FDN C 2119253