2022-04-05T11:59:09-05:00 2021-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-07-01 237190271 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE AMER 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 ROBERT A CAIN DO FACOI FAODME PRESIDENT AND CEO 3019684100 2022-03-30 1 ROBERT CAIN DO FACOI FAODME XXX-XX-XXXX SARA SMITH P01332734 2022932200 2022-03-30 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z AACOM ROBERT A CAIN DO FACOI 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 30999209 0 X WWW.AACOM.ORG X 1970 IL AACOM LEADS AND ADVOCATES FOR THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY TO IMPROVE THE HEALTH OF THE PUBLIC. AACOM REPRESENTS AND ADVANCES THE CONTINUUM OF MEDICAL EDUCATION BY: SUPPORTING OUR MEMBER INSTITUTIONS AS THEY EDUCATE THE FUTURE PHYSICIAN WORKFORCE; INCREASING AWARENESS OF OSTEOPATHIC MEDICAL EDUCATION AND OSTEOPATHIC MEDICINE; PROMOTING EXCELLENCE IN MEDICAL EDUCATION, POLICY, RESEARCH, AND SERVICE; AND FOSTERING INNOVATION AND QUALITY THROUGHOUT MEDICAL EDUCATION. 45 45 46 747 0 0 151248 936975 14805419 17890044 842351 974666 55617 89346 15854635 19891031 68594 217500 0 0 5814130 5752998 0 0 0 7970099 8113111 13852823 14083609 2001812 5807422 28266295 37242630 5969138 5263428 22297157 31979202 X AACOM LEADS AND ADVOCATES FOR THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY TO IMPROVE THE HEALTH OF THE PUBLIC. AACOM REPRESENTS AND ADVANCES THE CONTINUUM OF MEDICAL EDUCATION BY: SUPPORTING OUR MEMBER INSTITUTIONS AS THEY EDUCATE THE FUTURE PHYSICIAN WORKFORCE; INCREASING AWARENESS OF OSTEOPATHIC MEDICAL EDUCATION AND OSTEOPATHIC MEDICINE; PROMOTING EXCELLENCE IN MEDICAL EDUCATION, POLICY, RESEARCH, AND SERVICE; AND FOSTERING INNOVATION AND QUALITY THROUGHOUT MEDICAL EDUCATION. 0 0 4018960 2600 15094802 CENTRALIZED STUDENT APPLICATION SERVICE - THE AACOM APPLICATION SERVICE (AACOMAS) PROCESSES APPLICATIONS FOR STUDENTS APPLYING TO U.S. OSTEOPATHIC MEDICAL COLLEGES. AACOMAS SIMPLIFIES THE APPLICATION PROCESS FOR THE STUDENT, ALLOWING THEM TO APPLY TO SEVERAL MEDICAL SCHOOLS WITH A SINGLE COMMON APPLICATION. THE CENTRALIZED SERVICE ALSO SIMPLIFIES AND STANDARDIZES THE APPLICATION REVIEW PROCESS FOR AACOM'S MEMBER COLLEGES BY VERIFYING APPLICATION DATA. DURING THIS YEAR, 37 COLLEGES AND 27,859 STUDENT APPLICANTS BENEFITED. AACOM WORKS TO DEVELOP AWARENESS ABOUT OSTEOPATHIC MEDICINE AMONG POTENTIAL MEDICAL SCHOOL APPLICANTS THROUGH RECRUITMENT PROGRAMS. AACOM'S RECRUITMENT EFFORTS SEEK TO ATTRACT AN ACADEMICALLY WELL-QUALIFIED POOL OF APPLICANTS FOR ITS MEMBER MEDICAL SCHOOLS. 1429946 5150 OFFICE OF GOVERNMENT RELATIONS - THE AACOM OFFICE OF GOVERNMENT RELATIONS REPRESENTS THE ASSOCIATION'S CONSTITUENTS TO CONGRESS AND FEDERAL POLICY MAKERS IN LEADING THE ASSOCIATION'S CONGRESSIONAL AND FEDERAL POLICY ADVOCACY EFFORTS. THE OFFICE KEEPS CONSTITUENTS INFORMED OF FEDERAL POLICY AND REGULATORY DEVELOPMENTS IN OSTEOPATHIC MEDICAL EDUCATION AND THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY, AS WELL AS INFORMS FEDERAL LEGISLATORS OF THE NEEDS OF STUDENTS AND OSTEOPATHIC MEDICAL EDUCATORS. THE DEPARTMENT ALSO WORKS IN CONCERT WITH VARIOUS NATIONAL ORGANIZATIONS AND COALITIONS TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ISSUES RELEVANT TO OSTEOPATHIC MEDICAL EDUCATION. THE GOVERNMENT RELATIONS DEPARTMENT SUPPORTS AND WORKS IN COLLABORATION WITH THE ASSOCIATION'S PRESIDENT AND CEO AND ITS BOARD OF DEANS, AACOM'S GOVERNING BODY. 1358185 0 119 MARKETING AND COMMUNICATIONS - THE DEPARTMENT OVERSEES AACOM'S BRANDING AND MESSAGING AS OUTLINED BY THE ASSOCIATION'S STRATEGIC PLAN AND MISSION. IT LEADS THE COMMUNITY BY PROMOTING OSTEOPATHIC MEDICAL EDUCATION WITH DIGITAL INITIATIVES, INCLUDING WEBSITES, EMAILS, AND EARNED, PAID, AND SOCIAL MEDIA PLATFORMS, AND CREATIVE CONTENT, AND PRINT EFFORTS. AACOM REACHES MILLIONS OF PROSPECTIVE OSTEOPATHIC STUDENTS, DEANS, FACULTY, AND OTHER DECISION MAKERS EACH YEAR VIA MARKETING AND COMMUNICATIONS EFFORTS, INCLUDING AACOM.ORG, SOCIAL MEDIA PLATFORMS, THE ANNUAL OSTEOPATHIC COLLEGE INFORMATION BOOK (CIB), INSIDE OME NEWSLETTER, AND MORE. THE DEPARTMENT RUNS THE ANNUAL EXCELLENCE IN COMMUNICATIONS AWARDS PROGRAM, WHICH RECOGNIZES COLLEGES OF OSTEOPATHIC MEDICINE FOR OUTSTANDING ACHIEVEMENTS IN COMMUNICATIONS, MARKETING, MEDIA RELATIONS, AND PRODUCTION. 1108823 RESEARCH AND INFORMATION SERVICES - AACOM'S RESEARCH DEPARTMENT COLLECTS AND ANALYZES STATISTICAL AND OTHER DATA ON OSTEOPATHIC MEDICAL EDUCATION, INCLUDING DATA ON STUDENTS, FACULTY, CURRICULA, AND SERVICE AT THE COLLEGES OF OSTEOPATHIC MEDICINE. THE DEPARTMENT PROVIDES THE DATA TO THE MEMBER COLLEGES, HEALTH POLICY MAKERS, MEMBERS OF CONGRESS, AND THE GENERAL PUBLIC. 1088713 24000 0 PROJECTS & INITIATIVES 912394 185750 OFFICE OF MEDICAL EDUCATION - THE AACOM OFFICE OF MEDICAL EDUCATION WORKS WITH MEMBER COLLEGES TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICAL EDUCATION FOCUSING ON ISSUES RELATED TO TEACHING, TECHNOLOGY, ASSESSMENT AND CURRICULUM, THROUGHOUT THE UNDERGRADUATE EDUCATIONAL CONTINUUM AND INTO GRADUATE MEDICAL EDUCATION. IT DEVELOPS AND PROVIDES INFORMATION RESOURCES, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR OSTEOPATHIC MEDICAL EDUCATORS, ADMINISTRATORS, AND RESEARCHERS, THROUGH THE DEVELOPMENT OF LEARNING COMMUNITIES AND AS A CONDUIT FOR RESOURCES AND SHARING OF BEST PRACTICES, AS WELL AS PROMOTES COLLABORATION AMONG THEM THROUGH THE ASSOCIATION'S ANNUAL CONFERENCE AND OTHER EVENTS. THE DEPARTMENT PROVIDES GRANTS FOR INDIVIDUAL, INSTITUTIONAL, AND INTER-INSTITUTIONAL RESEARCH FOR MEDICAL EDUCATION AND/OR INSTITUTIONAL RESEARCH RELATED TO OSTEOPATHIC MEDICAL EDUCATION. IT ADMINISTERS THE NATIONAL ACADEMY OF OSTEOPATHIC MEDICAL EDUCATORS (NAOME), WHICH RECOGNIZES AND SUPPORTS ACADEMIC EXCELLENCE AND SCHOLARSHIP IN THE OSTEOPATHIC MEDICAL EDUCATION PROFESSION. DEPARTMENT STAFF SUPPORTS AND WORKS IN COLLABORATION WITH COUNCIL LIAISONS TO MANAGE AND ADMINISTER COUNCIL ACTIVITIES AND MEETINGS. 697641 2498013 COLLEGE MEMBERSHIP DUES & FEES FOR CONTRACTUAL SERVICES 550477 248220 ANNUAL MEETING - AACOM'S ANNUAL CONFERENCE IS A YEARLY PROGRAM RUN BY THE ASSOCIATION WITH THE ASSISTANCE OF A PLANNING COMMITTEE COMPRISED OF MEMBERS FROM THE COLLEGES OF OSTEOPATHIC MEDICINE. EACH YEAR, THE CONFERENCE PROGRAMMING IS FOCUSED ON A THEME BASED ON TIMELY AND IMPORTANT TOPICS FROM ACROSS THE OSTEOPATHIC MEDICAL EDUCATION CONTINUUM. MANY OF THE ASSOCIATION'S COUNCILS MEET DURING THE CONFERENCE, INCLUDING ITS BOARD OF DEANS. THE ANNUAL CONFERENCE IS THE ASSOCIATION'S LARGEST MEETING OF THE FISCAL YEAR, DRAWING NEARLY 1,000 REGISTRANTS AND PROVIDING A FORUM FOR STAKEHOLDERS TO GATHER, LEARN, AND COLLABORATE. 289436 48890 THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS (AOGME) - THE AOGME REPRESENTS AND WORKS ON BEHALF OF MEMBERS IN OSTEOPATHIC GRADUATE MEDICAL EDUCATION INCLUDING PROGRAM LEADERSHIP, ADMINISTRATORS, EDUCATORS, RESIDENTS AND FELLOWS. THE ASSEMBLY STRENGTHENS AND DEVELOPS THE MEDICAL EDUCATION CONTINUUM BY PROVIDING LEADERSHIP AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR GME PROFESSIONALS, PROMOTING THE VALUE OF THE OSTEOPATHIC LEARNING ENVIRONMENT TO RESIDENCY TRAINING AND PATIENT CARE, PROVIDING SUPPORT TO PROGRAMS OBTAINING OSTEOPATHIC RECOGNITION AND CREATING A LEARNING COMMUNITY FOR OSTEOPATHIC MEDICAL EDUCATORS. THE AOGME HOLDS REGULAR EDUCATIONAL WEBINARS, EVENTS, ADMINISTERS A FELLOWSHIP PROGRAM, THE COLLEGIUM OF FELLOWS, AN ANNUAL AWARDS PROGRAM, AND SPONSORS COUNCILS THAT WORK ON ISSUES RELATED TO RESIDENT TRAINING AND THE CLINICAL LEARNING ENVIRONMENT. 4647484 209750 2795123 11454575 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 46 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 45 45 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD IL X THE ORGANIZATION 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 ROBERT CAIN PRESIDENT, CEO 37.50 X 506788 0 58905 MARK SPEICHER SVP OF MEDED & RESEARCH 37.50 X 288163 0 42270 PATRICIA DELANEY SVP OF FINANCE & OPERATION 37.50 X 281031 0 46917 TYLER CYMET CHIEF, CLINIC EDUCATION 37.50 X 283065 0 28569 FANG JIANG CONTROLLER 37.50 X 216368 0 30370 JUDITH MUN INTERIM VP, GOVT REL (TO 10/2020) 37.50 X 159843 0 14489 ALEGNETA A LONG ED, AOGME & DIR, GME 37.50 X 157420 0 16779 JAYME BOGRAD DIR, APP SVC, STUD AFFAIRS, RCRT 37.50 X 153751 0 18479 MARGARET A WILSON CHAIR 3.00 X X 0 0 0 H W CRAVER VICE CHAIR 3.00 X X 0 0 0 PAULA M CRONE SECRETARY/TREASURER 3.00 X X 0 0 0 LORI A KEMPER IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 SANDRA SNYDER AOGME REPRESENTATIVE 1.00 X 0 0 0 ANGELA L FRANKLIN AOP REPRESENTATIVE 1.00 X 0 0 0 VALERIE SHERIDAN VOTING MEMBER 1.00 X 0 0 0 JAMES C JONES VOTING MEMBER 1.00 X 0 0 0 RANCE L MCCLAIN VOTING MEMBER 1.00 X 0 0 0 WILLIAM PIERATT VOTING MEMBER 1.00 X 0 0 0 JOHN W GRANETO VOTING MEMBER 1.00 X 0 0 0 BRIAN A KESSLER VOTING MEMBER 1.00 X 0 0 0 THOMAS A BOYLE VOTING MEMBER 1.00 X 0 0 0 STEVEN J HALM VOTING MEMBER 1.00 X 0 0 0 HEATH PARKER VOTING MEMBER 1.00 X 0 0 0 MATTHEW CANNON VOTING MEMBER 1.00 X 0 0 0 MARK A SANDERS VOTING MEMBER 1.00 X 0 0 0 JANETTE M WILLCOX VOTING MEMBER 1.00 X 0 0 0 THOMAS J MOHR VOTING MEMBER 1.00 X 0 0 0 RICHARD R TERRY VOTING MEMBER 1.00 X 0 0 0 MARK K KAUFFMAN VOTING MEMBER 1.00 X 0 0 0 JOSEPH R JOHNSON VOTING MEMBER 1.00 X 0 0 0 CHRISTOPHER LOYKE VOTING MEMBER 1.00 X 0 0 0 AMANDA WRIGHT VOTING MEMBER 1.00 X 0 0 0 ANDREA AMALFITANO VOTING MEMBER 1.00 X 0 0 0 SHANE SPEIGHTS VOTING MEMBER 1.00 X 0 0 0 JOHN J DOUGHERTY VOTING MEMBER 1.00 X 0 0 0 ELAINE M WALLACE VOTING MEMBER 1.00 X 0 0 0 WILLIAM J BURKE VOTING MEMBER 1.00 X 0 0 0 DENNIS A BLANKENSHIP VOTING MEMBER 1.00 X 0 0 0 THOMAS A SCANDALIS VOTING MEMBER 1.00 X 0 0 0 ANDREA P MANN VOTING MEMBER 1.00 X 0 0 0 HEATHER FERRILL VOTING MEMBER 1.00 X 0 0 0 THOMAS A CAVALIERI VOTING MEMBER 1.00 X 0 0 0 CHARLES HENLEY VOTING MEMBER 1.00 X 0 0 0 KENNETH J STEIER VOTING MEMBER 1.00 X 0 0 0 WOLFGANG G GILLIAR VOTING MEMBER 1.00 X 0 0 0 JANE E CARREIRO VOTING MEMBER 1.00 X 0 0 0 FRANK A FILIPETTO VOTING MEMBER 1.00 X 0 0 0 JOE E KINGERY VOTING MEMBER 1.00 X 0 0 0 ROBYN PHILLIPS-MADSON VOTING MEMBER 1.00 X 0 0 0 ITALO SUBBARAO VOTING MEMBER 1.00 X 0 0 0 WILLIAM COX VOTING MEMBER 1.00 X 0 0 0 MICHAEL CLEARFIELD VOTING MEMBER 1.00 X 0 0 0 CRAIG BOISVERT VOTING MEMBER 1.00 X 0 0 0 DON N PESKA VOTING MEMBER (UNTIL 11/11/20) 1.00 X 0 0 0 BETH LONGENECKER VOTING MEMBER (UNTIL 11/11/20) 1.00 X 0 0 0 DAVID FORSTEIN VOTING MEMBER (UNTIL 11/11/20) 1.00 X 0 0 0 PETER A BELL VOTING MEMBER (UNTIL 12/06/20) 1.00 X 0 0 0 JERRY R BALENTINE VOTING MEMBER (UNTIL 12/07/20) 1.00 X 0 0 0 THOMAS TOLD VOTING MEMBER (UNTIL 12/31/20) 1.00 X 0 0 0 ELIZABETH PALMAROZZI VOTING MEMBER (UNTIL 1/26/21) 1.00 X 0 0 0 JOSEPH KACZMARCZYK VOTING MEMBER (UNTIL 3/19/21) 1.00 X 0 0 0 DARRIN D'AGOSTINO VOTING MEMBER (UNTIL 04/16/21) 1.00 X 0 0 0 JAMES E POWERS VOTING MEMBER (UNTIL 05/16/21) 1.00 X 0 0 0 JOHN LUCAS VOTING MEMBER (UNTIL 06/01/21) 1.00 X 0 0 0 2046429 0 256778 19 0 1 0 LIAISON INTERNATIONAL LLC 311 ARSENAL STREET STE 15 WATERTOWN MA 02472 APPLICATION SERVICE & DATABASE 2908469 ASSOCIATION OF AMERICAN MEDICAL COLLEGES 655 K STREET NW WASHINGTON DC 20001 MEDICAL EDUCATION SERVICES 778599 HELIOCAMPUS 7315 WISCONSIN AVE SUITE 750W BETHESDA MD 20814 IT DATA AND CONSULTING SERVICES 299498 DATAPRISE INC 12250 ROCKVILLE PIKE SUITE 230 ROCKVILLE MD 20852 IT SUPPORT, ADVISORY AND STRATEGIC CONSU 171499 PETRIZZO GROUP 601 NEW JERSEY AVENUE NW STE 830 WASHINGTON DC 20001 GOVERNMENT RELATIONS CONSULTING SERVICES 165000 8 975 906000 30000 936975 APPLICATION FEES 900099 15094802 15094802 MEMBERSHIP DUES 900099 1637943 1637943 MEMBER SERVICES 900099 901920 901920 ANNUAL MEETING 900099 255260 255260 PUBS AND OTHER PROGRAMS 900099 119 119 17890044 540962 540962 13732 13732 11541466 11107762 433704 433704 433704 14550 975 416 14134 14134 MISCELLANEOUS INCOME 900099 61480 61480 61480 19891031 17890044 0 1064012 X 182250 182250 35250 35250 1202870 875884 326986 3615269 2659360 955909 325157 221142 104015 288603 189817 98786 321099 227063 94036 126493 51021 75472 39100 39100 276587 276587 134374 2177 132197 5264092 4895795 368297 66334 66128 206 375665 365366 10299 459516 400622 58894 434727 331929 102798 2966 2508 458 111821 105839 5982 -1613 -1613 257207 184254 72953 57166 32311 24855 MISCELLANEOUS 220173 146371 73802 TEMPORARY SERVICES 160693 78244 82449 DUES AND SUBSCRIPTIONS 105630 102477 3153 DESIGN & PHOTOGRAPHY 22180 22180 14083609 11454575 2629034 0 4213337 1062047 4276967 326774 25979 11700 438780 894320 1879925 1011217 1149369 868708 17314401 33125050 847462 954031 28266295 37242630 1500765 1674346 1511308 1573911 906000 0 2051065 2015171 5969138 5263428 X 22217775 31879847 79382 99355 22297157 31979202 28266295 37242630 X 5807422 3872758 1865 X X 0 1 X 1 0 X 7119 1091256 9192 151248 936975 2195790 12429066 13659942 14453722 14805419 17890044 73238193 19201 19201 18090 23579 14550 94621 12455386 14770399 14481004 14980246 18841569 75528604 19339 14389 33728 0 19339 14389 33728 75494876 284483 438573 441754 396994 554694 2116498 284483 438573 441754 396994 554694 2116498 3532 12879 10179 9739 61480 97809 12743401 15221851 14932937 15386979 19457743 77742911 0.97110 0.96990 0.02720 0.02940 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 3,532. 2017 AMOUNT: $ 12,879. 2018 AMOUNT: $ 10,179. 2019 AMOUNT: $ 9,739. 2020 AMOUNT: $ 61,480. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94444 0 210335 0 304779 0 13643872 13948651 0 847433 0 211858 0 0 0 848465 867370 840635 847433 3403903 5105855 383041 410689 392942 304779 1491451 212116 216843 210159 211858 850976 1276464 131573 151472 154724 94444 532213 79382 0 937 0 1608 78711 77774 1608 79382 77774 2366 2366 77774 77774 1112 1112 77774 77774 887 887 77774 0.00000 0.98810 0.01190 0 0 873897 323098 550799 570727 490889 79838 435301 197230 238071 868708 DEFERRED RENT 1102834 DEFERRED COMPENSATION 912337 2015171 23659081 3872758 29250 416 3902424 19756657 134374 134374 19891031 13977036 29250 416 29666 13947370 134374 1865 136239 14083609 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2021 COMPRISE THE SHERRY R. ARNSTEIN MINORITY STUDENT SCHOLARSHIP FUND, WHICH PROVIDES SCHOLARSHIPS TO MINORITY STUDENTS AT MEMBER COLLEGES BASED ON AN APPLICATION PROCESS. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED FUNDS IS TEMPORARILY RESTRICTED FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 416. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 416. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUNDED GRANTS & SPONSORSHIPS 1,865. COSGP SILENT AUCTION 15525 975 14550 416 15525 975 14550 416 416 14134 PART II, FUNDRAISING EVENTS: PLEASE NOTE THAT THE SILENT AUCTION IS CONDUCTED ENTIRELY BY VOLUNTEERS. 1 NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW WASHINGTON DC 20001 530196932 501(C)3 165000 TO SUPPORT ACTION COLLABORATIVE ON CLINICIAN RESILIENCE AND WELL BEING STUDY AND GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSIONAL EDUCATION WOMEN IN GOVERNMENT RELATIONS 908 KING STREET ALEXANDRIA VA 22314 521081459 501(C)6 5150 2021 SPONSORSHIP ON WOMEN IN GR- PILLAR LEVEL 1 1 SOME INNOVATION AWARD 2 2000 STUDENT POSTER AWARD 3 1750 FACULTY POSTER AWARD 3 1750 SHERRY ARNSTEIN STUDENT MINORITY SCHOLARSHIP 3 24000 NATIONAL STUDENTS OF THE YEAR 5 4750 AACOM PRESIDENT'S OSTEOPATHIC RESEARCH AWARD 3 1000 PART I, LINE 2: QUARTERLY PROJECT PROGRESS AND FINANCIAL REPORTS ARE REQUIRED FOR THE 18 MONTH MEDICAL EDUCATION AND INSTITUTIONAL RESEARCH GRANTS. A FINAL PROJECT SUMMARY IS REQUIRED TO BE SUBMITTED TO AACOM AT THE END OF THE GRANT PERIOD. THE SHERRY R. ARNSTEIN MINORITY STUDENT SCHOLARSHIP FUND REQUIRES A COMPLETED APPLICATION AND SCHOLARSHIPS ARE AVAILABLE ANNUALLY TO UNDERREPRESENTED MINORITY STUDENTS ATTENDING AACOM'S MEMBER COLLEGES OF OSTEOPATHIC MEDICINE. X X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 ROBERT CAIN PRESIDENT, CEO 468720 0 36000 0 2068 0 28500 0 32121 0 567409 0 0 0 MARK SPEICHER SVP OF MEDED & RESEARCH 258810 0 27250 0 2103 0 25881 0 18076 0 332120 0 0 0 PATRICIA DELANEY SVP OF FINANCE & OPERATION 252091 0 24850 0 4090 0 25479 0 23084 0 329594 0 0 0 TYLER CYMET CHIEF, CLINIC EDUCATION 267011 0 14500 0 1554 0 26701 0 3561 0 313327 0 0 0 FANG JIANG CONTROLLER 193079 0 22500 0 789 0 19474 0 12486 0 248328 0 0 0 JUDITH MUN INTERIM VP, GOVT REL (TO 10/2020) 144887 0 14500 0 456 0 14489 0 0 0 174332 0 0 0 ALEGNETA A LONG ED, AOGME & DIR, GME 139758 0 17000 0 662 0 14231 0 2548 0 174199 0 0 0 JAYME BOGRAD DIR, APP SVC, STUD AFFAIRS, RCRT 138952 0 14000 0 799 0 14312 0 4167 0 172230 0 0 0 PART I, LINE 1A AACOM ALLOWS ITS CEO TO TAKE FIRST CLASS FOR FLIGHTS OVER 3 HOURS. AACOM GROSSED UP THE TAXES ON THE $50 HOLIDAY GIFT CARDS WHICH WAS PROVIDED TO ALL STAFF. PART I, LINE 7 AACOM MAINTAINS AN ANNUAL PERFORMANCE-BASED BONUS PROGRAM FOR ELIGIBLE EMPLOYEES. THE BONUS PROGRAM IS SUBJECT TO APPROVAL BY THE CEOS BASED ON AACOM FINANCIAL PERFORMANCE OF THE YEAR. FORM 990, PART VI, SECTION A, LINE 1 AACOM HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE CHAIR OF THE BOARD OF DEANS (CHAIR OF THE COMMITTEE), AS WELL AS THE BOARD'S VICE-CHAIR, SECRETARY-TREASURER, THE IMMEDIATE PAST CHAIR, THE CHAIR OF THE ASSEMBLY OF PRESIDENTS (OR OTHER MEMBER OF THE ASSEMBLY OF PRESIDENTS ELECTED BY THAT BODY), THE CHAIR OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS, (OR OTHER MEMBER OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS ELECTED BY THAT BODY), FOUR ADDITIONAL AT-LARGE MEMBERS FROM AMONG ALL MEMBERS OF THE BOARD OF DEANS, AT LEAST ONE OF WHICH SHALL BE A REPRESENTATIVE OF A BRANCH OR ADDITIONAL LOCATION, AND THE PRESIDENT OF THE ASSOCIATION. NO MORE THAN ONE INDIVIDUAL MAY SERVE ON THE EXECUTIVE COMMITTEE AT ANY TIME FROM ANY COLLEGE MEMBER OR ITS AFFILIATE MEMBER. THE ASSEMBLY OF PRESIDENTS AND THE ASSEMBLY OF GRADUATE MEDICAL EDUCATORS SHALL ELECT ALTERNATE REPRESENTATIVES IF ANY OTHER MEMBERS OF THE EXECUTIVE COMMITTEE REPRESENT THE SAME COLLEGE MEMBERS OR THEIR AFFILIATES AS ARE REPRESENTED BY THE CHAIR OF THE ASSEMBLY OF PRESIDENTS OR THE CHAIR OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS. THE PRESIDENT OF THE ASSOCIATION, SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN BOARD MEETINGS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL POWERS OF THE FULL BOARD, EXCEPT WITH RESPECT TO REMOVAL OF MEMBERS, AND AMENDMENT OF THE BYLAWS. ALL ACTIONS TAKEN BY THE COMMITTEE ARE REPORTED TO THE BOARD OF DEANS AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 4 THE BOARD OF DEANS VOTED IN NOVEMBER 2020 TO ACCEPT THE RECOMMENDED UPDATES OF THE AD HOC COMMITTEE ON BYLAWS WHICH WAS COMPRISED OF DEANS OF MAIN CAMPUSES, BRANCHES, AND ADDITIONAL LOCATIONS. THE MOST SIGNIFICANT APPROVED UPDATES INCLUDED PROVIDING MEMBERSHIP STATUS TO NOT ONLY MAIN CAMPUSES, BUT ALSO BRANCH AND ADDITIONAL LOCATIONS WHICH WERE FORMERLY AFFILIATE MEMBERS IF THEY PAID DUES; AND UPDATING THE DUES STRUCTURE TO REQUIRE ALL MEMBERS TO PAY DUES ACCORDING TO AN UPDATED DUES STRUCTURE. THE AFFILIATE MEMBERSHIP CATEGORY WILL BE USED IN THE FUTURE FOR ORGANIZATIONS SUCH AS SPECIALTY COLLEGES AND HOSPITAL SYSTEMS AND THE INDIVIDUAL MEMBERSHIP CATEGORY WAS DISCONTINUED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) CONSIST OF COLLEGES OF OSTEOPATHIC MEDICINE WHICH ARE PROVISIONALLY OR FULLY ACCREDITED BY THE AMERICAN OSTEOPATHIC ASSOCIATION COMMISSION ON OSTEOPATHIC COLLEGE ACCREDITATION AND WHO ARE ELECTED TO COLLEGE MEMBERSHIP BY A MAJORITY VOTE OF THE BOARD OF DEANS. THE BOARD OF DEANS IS THE GOVERNING BODY WHICH DETERMINES THE POLICIES AND MANAGES THE AFFAIRS AND ACTIVITIES OF AACOM. FORM 990, PART VI, SECTION B, LINE 11B AACOM FINANCE DEPARTMENT WORKS WITH THE TAX PREPARER IN PREPARING DRAFT 990. THE DRAFT IS FIRST REVIEWED BY THE SENIOR VICE PRESIDENT OF FINANCE & OPERATIONS, THEN PRESENTED TO THE PRESIDENT/CEO AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. IT IS POSSIBLE THE AUDIT COMMITTEE WILL SUGGEST CHANGES. THE APPROVED DRAFT 990 IS SENT TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. THE FINAL FORM WILL REFLECT FEEDBACK FROM BOARD MEMBERS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AN INQUIRY/ACTION FORM ANNUALLY WHERE POTENTIAL CONFLICTS OF INTEREST ARE REPORTED. PERCEIVED OR ACTUAL CONFLICTS OF INTEREST ARE ADDRESSED WITH BOARD MEMBERS BY THE ETHICS COMMITTEE CHAIR. ETHICS COMMITTEE MEETINGS ARE HELD TO REVIEW ANY POTENTIAL CONFLICTS OF INTEREST BROUGHT TO THE ATTENTION OF THE ETHIC COMMITTEE BY THE ETHICS COMMITTEE CHAIR. THE ETHICS COMMITTEE DOCUMENTS THE POTENTIAL CONFLICTS, THE RESULTS OF THEIR REVIEW, AND DISPOSITION OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 IN THE FALL OF 2018, THE BOARD OF DEANS ENGAGED AN OUTSIDE COMPENSATION EXPERT TO CONDUCT A REVIEW OF ITS CEO COMPENSATION BY REVIEWING DATA AVAILABLE FOR THIS ROLE IN COMPARABLE ORGANIZATIONS (NONPROFITS IN THE DC AREA, COLLEGES OF OSTEOPATHIC MEDICINE ACROSS THE UNITED STATES) FOR THE INCOMING PRESIDENT & CEO WHO STARTED AT AACOM ON JUNE 17, 2019. THIS COMPENSATION ANALYSIS WAS REVIEWED BY THE CHAIR OF THE BOARD, THE CHAIR OF THE CEO SEARCH COMMITTEE, AND THE CEO SEARCH FIRM LOCHLIN PARTNERS, WHO USED THE RECOMMENDED COMPENSATION RANGE DURING THEIR RECRUITING PROCESS. AACOM ALSO USES INDEPENDENT COMPENSATION EXPERTS TO REVIEW ALL EMPLOYEE COMPENSATION EVERY THREE YEARS (THE LAST REVIEW WAS COMPLETED IN JUNE 2021) WITH COMPARABLE INSTITUTIONS BY JOB DESCRIPTION IN THE DC MARKET. NEW POSITIONS ARE ALSO EXTERNALLY PRICED BY INDEPENDENT COMPENSATION EXPERTS USING A SIMILAR METHODOLOGY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G APPLICANT SERVICE CONSULTING: PROGRAM SERVICE EXPENSES 2,985,633. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,985,633. GOVERNMENT RELATIONS & ADVOCACY CONSULTING: PROGRAM SERVICE EXPENSES 395,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 395,138. COMMUNICATIONS & MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 128,722. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,722. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 377,875. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377,875. MEDICAL EDUCATION CONSULTING: PROGRAM SERVICE EXPENSES 14,482. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,482. HUMAN RESOURCES CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 9,904. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,904. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 898,654. MANAGEMENT AND GENERAL EXPENSES 156,606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,055,260. IT CONSULTING: PROGRAM SERVICE EXPENSES 95,291. MANAGEMENT AND GENERAL EXPENSES 201,787. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 297,078. FORM 990, PART XI, LINE 9: GRANT REIMBURSEMENTS 1,865. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.