2021-04-13T10:15:36-05:00 2020-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2019-07-01 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 2021-04-13 1 SARA SMITH P01332734 2022932200 2021-04-13 2019 2022-09-23 18:48:47Z AACOM ROBERT A CAIN DO FACOI 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 16789743 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. 38 38 50 849 0 0 9192 151248 14453722 14805419 664944 842351 45252 55617 15173110 15854635 142025 68594 0 0 5748898 5814130 0 0 0 8508696 7970099 14399619 13852823 773491 2001812 24948349 28266295 4618669 5969138 20329680 22297157 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 3466690 4800 12451470 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, 36 COLLEGES AND 23,373 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. 1926575 5000 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. 1716160 44964 109725 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. 1297367 643 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. 1118477 0 0 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. 670208 13500 156092 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. 303436 2038689 COLLEGE MEMBERSHIP DUES & FEES FOR CONTRACTUAL SERVICES 437733 0 PROJECTS & INITIATIVES 318380 330 48800 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. 4145601 13830 2244224 11255026 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 48 0 1 50 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 38 38 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD IL X THE ORGANIZATION 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 LORI A KEMPER CHAIR 3.00 X X 0 0 0 MARGARET A WILSON VICE CHAIR 3.00 X X 0 0 0 H WILLIAM CRAVER SECRETARY/TREASURER 3.00 X X 0 0 0 ANDREA AMALFITANO DIRECTOR 1.00 X 0 0 0 KENNETH P ANDERSON DIRECTOR (UNTIL 7/2019) 1.00 X 0 0 0 JERRY R BALENTINE DIRECTOR 1.00 X 0 0 0 PETER A BELL DIRECTOR 1.00 X 0 0 0 CRAIG S BOISVERT DIRECTOR 1.00 X 0 0 0 THOMAS A BOYLE DIRECTOR 1.00 X 0 0 0 JANE E CARREIRO DIRECTOR 1.00 X 0 0 0 THOMAS A CAVALIERI DIRECTOR 1.00 X 0 0 0 MICHAEL B CLEARFIELD DIRECTOR 1.00 X 0 0 0 PAULA M CRONE DIRECTOR 1.00 X 0 0 0 DARRIN D'AGOSTINO DIRECTOR 1.00 X 0 0 0 FRANK A FILIPETTO DIRECTOR 1.00 X 0 0 0 DAVID FORSTEIN DIRECTOR (AS OF 9/2019) 1.00 X 0 0 0 ANGELA L FRANKLIN AOP REPRESENTATIVE 1.00 X 0 0 0 JOHN W GRANETO DIRECTOR 1.00 X 0 0 0 STEVEN J HALM DIRECTOR (AS OF 7/2019) 1.00 X 0 0 0 CHARLES HENLEY DIRECTOR (AS OF 10/2019) 1.00 X 0 0 0 JAMES C JONES DIRECTOR (AS OF 7/2019) 1.00 X 0 0 0 BRIAN A KESSLER DIRECTOR 1.00 X 0 0 0 CRAIG J LENZ DIRECTOR (UNTIL 7/2019) 1.00 X 0 0 0 BETH LONGENECKER DIRECTOR (AS OF 11/2019) 1.00 X 0 0 0 RANCE L MCCLAIN DIRECTOR 1.00 X 0 0 0 THOMAS J MOHR DIRECTOR (AS OF 10/2019) 1.00 X 0 0 0 JEFFREY W MORGAN DIRECTOR 1.00 X 0 0 0 LISA R NASH AOGME CHAIR (UNTIL 6/2020) 1.00 X 0 0 0 DON N PESKA DIRECTOR 1.00 X 0 0 0 ROBYN PHILLIPS-MADSON DIRECTOR 1.00 X 0 0 0 JAMES E POWERS DIRECTOR (AS OF 9/2019) 1.00 X 0 0 0 THOMAS A SCANDALIS DIRECTOR 1.00 X 0 0 0 DONALD SEFCIK DIRECTOR (UNTIL 6/2020) 1.00 X 0 0 0 DANA C SHAFFER DIRECTOR 1.00 X 0 0 0 KAYSE M SHRUM DIRECTOR (UNTIL 4/2020) 1.00 X 0 0 0 SANDRA SNYDER AOGME CHAIR (AS OF 6/2020) 1.00 X 0 0 0 JEFFREY S STROUP DIRECTOR (AS OF 5/2020) 1.00 X 0 0 0 ITALO SUBBARAO DIRECTOR 1.00 X 0 0 0 RICHARD R TERRY DIRECTOR 1.00 X 0 0 0 THOMAS TOLD DIRECTOR 1.00 X 0 0 0 ELAINE M WALLACE DIRECTOR 1.00 X 0 0 0 JANETTE M WILLCOX DIRECTOR 1.00 X 0 0 0 AMANDA WRIGHT DIRECTOR (AS OF 6/2020) 1.00 X 0 0 0 ROBERT CAIN PRESIDENT, CEO (AS OF 6/19) 37.50 X 283917 0 39702 PATRICIA DELANEY SVP OF FINANCE & OPERATIONS 37.50 X 274574 0 45404 MARK SPEICHER SVP OF MEDED & RESEARCH 37.50 X 267433 0 40391 TYLER CYMET CHIEF OF CLINIC EDUCATION 37.50 X 236771 0 22249 MARY-LYNN BENDER SENIOR DIRECTOR OF GOVERNMENT RELATIONS 37.50 X 197625 0 26210 FANG JIANG CONTROLLER (AS OF 4/19) 37.50 X 152970 0 20889 JUNHUA LIU DIRECTOR OF IT & OPERATION 37.50 X 151147 0 25935 JAYME BOGRAD DIRECTOR OF APPLICATION SERVICES, RECRUITMENT & ST 37.50 X 142726 0 21841 STEPHEN SHANNON FORMER PRESIDENT, CEO (UNTIL 6/19) 37.50 X 426852 0 27038 2134015 0 269659 20 1 1 0 LIAISON INTERNATIONAL LLC 311 ARSENAL STREET STE 15 WATERTOWN MA 02472 APPLICATION SERVICE & DATABASE 2435501 ALTAI SYSTEMS 752 OAK GROVE CIRCLE SEVERNA PARK MD 21146 IT CONSULTING SERVICES 399523 HELIOCAMPUS 7315 WISCONSIN AVE SUITE 750W BETHESDA MD 20814 IT DATA AND CONSULTING SERVICES 357998 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ACCOUNTING CONSULTING SERVICE 193147 BEEKEEPER GROUP LLC 1101 14TH STREET NW SUITE 200 WASHINGTON DC 20005 GOVERNMENT RELATIONS CONSULTING SERVICES 174515 10 4528 146720 151248 APPLICATION FEES 900099 12451470 12451470 MEMBERSHIP DUES 900099 1583766 1583766 MEMBER SERVICES 900099 613348 613348 ANNUAL MEETING 900099 156192 156192 PUBS AND OTHER PROGRAMS 900099 643 643 14805419 374430 374430 22564 22564 1402764 934463 380 468301 -380 467921 467921 23579 4528 265 23314 23314 MISCELLANEOUS INCOME 900099 9739 9739 9739 15854635 14805419 0 897968 X 55894 55894 12700 12700 958962 628103 330859 3847102 2539814 1307288 347835 225319 122516 326882 194267 132615 333349 234685 98664 59794 15109 44685 87957 87957 21250 21250 40396 2037 38359 4391975 3937337 454638 140293 140293 477562 346515 131047 367937 138207 229730 605028 173297 431731 531534 459582 71952 494828 409074 85754 1613 1613 306920 8903 298017 43770 43770 UBI TAX -18813 -18813 TEMPORARY SERVICES 112398 112398 PHOTOGRAPHY & DESIGN 99545 99270 275 DUES AND SUBSCRIPTIONS 85749 77469 8280 120363 1423503 -1303140 13852823 11255026 2597797 0 274818 4213337 12174826 4276967 63497 25979 447041 438780 1998988 849619 1356776 1149369 9764343 17314401 867048 847462 24948349 28266295 1342367 1500765 1083803 1511308 906000 2192499 2051065 4618669 5969138 X 20211906 22217775 117774 79382 20329680 22297157 24948349 28266295 X 2001812 -35595 1260 X X 0 1 X 1 0 X 3940 7119 1091256 9192 151248 1262755 11519685 12429066 13659942 14453722 14805419 66867834 51362 19201 19201 18090 23579 131433 11574987 12455386 14770399 14481004 14980246 68262022 19339 19339 0 19339 19339 68242683 503832 284483 438573 441754 396994 2065636 503832 284483 438573 441754 396994 2065636 3532 12879 10179 9739 36329 12078819 12743401 15221851 14932937 15386979 70363987 0.96990 0.96820 0.02940 0.03140 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154724 238218 392942 13419750 13812692 840635 210159 0 0 795155 848465 867370 840635 3351625 5027438 351368 383041 410689 392942 1538040 198789 212116 216843 210159 837907 1256861 180544 131573 151472 154724 618313 77774 1608 0 79382 77774 2366 2366 77774 77774 1112 1112 77774 77774 887 887 77774 77774 805 805 77774 0.00000 0.97970 0.02030 0 0 938808 282481 656327 624879 476935 147944 435301 90203 345098 1149369 DEFERRED RENT 1276376 DEFERRED COMPENSATION 774689 2051065 15892105 -35595 113196 265 77866 15814239 40396 40396 15854635 13924628 113196 265 113461 13811167 40396 1260 41656 13852823 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2020 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 265. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 265. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT REIMBURSEMENTS 1,260. SILENT AUCTION 28107 4528 23579 265 28107 4528 23579 265 265 23314 PART II, FUNDRAISING EVENTS: PLEASE NOTE THAT THE SILENT AUCTION IS CONDUCTED ENTIRELY BY VOLUNTEERS. 1 AMERICAN OSTEOPATHIC ASSOCIATION 142 E ONTARIO STREET CHICAGO IL 60611 362170786 501(C)(3) 15394 SUPPORT FOR AOA'S ANNUAL LEAD CONFERENCE, STUDENT CONFERENCE, AND ADMISSION EVENTS. NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM 836 WASHINGTON DC 20001 530196932 501(C)(3) 15000 SUPPORT FOR GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSION EDUCATION GEORGE WASHINGTON UNIVERSITY 45155 RESEARCH PLACE SUITE 260 ASHBURN VA 20147 530196584 501(C)(3) 10000 SPONSORSHIP FOR BEYOND FLEXNER CONFERENCE ON 4/20-4/22/20 AT SILVER LEVE 3 0 STUDENT DO OF THE YEAR 1 2000 SOME INNOVATION AWARD 2 2000 STUDENT RESEARCHER OF THE YEAR 2 2000 STUDENT POSTER AWARD 5 1750 FACULTY POSTER AWARD 6 1750 2020 GLOBAL SCHOLAR OF THE YEAR AWARD 2 1500 2020 COSPG WINTER RESEARCH SYMPOSIUM - TRAVEL GRANT 5 1200 2020 COSGP WINTER RESEARCH SYMPOSIUM 1 500 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 (AS OF 6/19) 216713 0 21000 0 46204 0 22356 0 18645 0 324918 0 0 0 PATRICIA DELANEY SVP OF FINANCE & OPERATIONS 240418 0 20000 0 14156 0 24045 0 25058 0 323677 0 0 0 MARK SPEICHER SVP OF MEDED & RESEARCH 241494 0 25000 0 939 0 24144 0 18791 0 310368 0 0 0 TYLER CYMET CHIEF OF CLINIC EDUCATION 214305 0 13600 0 8866 0 22207 0 3933 0 262911 0 0 0 MARY-LYNN BENDER SENIOR DIRECTOR OF GOVERNMENT RELATI 174501 0 23000 0 124 0 17497 0 10583 0 225705 0 0 0 FANG JIANG CONTROLLER (AS OF 4/19) 122808 0 30000 0 162 0 12452 0 10836 0 176258 0 0 0 JUNHUA LIU DIRECTOR OF IT & OPERATION 135989 0 15000 0 158 0 13910 0 15082 0 180139 0 0 0 JAYME BOGRAD DIRECTOR OF APPLICATION SERVICES, RE 134136 0 8500 0 90 0 13375 0 9998 0 166099 0 0 0 STEPHEN SHANNON FORMER PRESIDENT, CEO (UNTIL 6/19) 302622 0 28200 0 96030 0 16775 0 11342 0 454969 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 FOR THE NEW CEO (ROBERT CAIN) RELOCATION EXPENSE IN 2019 AS ONE-TIME PAYMENT WHICH WAS APPROVED BY THE CHAIRMAN OF BOARD OF DEANS AS THE INTENT IN THE CEO CONTRACT WAS THAT THE MOVING EXPENSE AMOUNT WAS NET OF TAXES. PART I, LINE 7 CERTAIN HIGHLY PAID EMPLOYEES RECEIVE YEAR-END BONUSES, WHICH ARE SET BASED ON PERFORMANCE. THE CEO SETS THE BONUS TARGETS FOLLOWING A REVIEW WITH THE FINANCE DEPARTMENT BASED ON CURRENT FINANCIAL INFORMATION. THE EXECUTIVE TEAM, AS MANAGERS, ALLOCATES AVAILABLE BONUSES TO EACH EMPLOYEE AT THE END OF THE FISCAL YEAR. THE CEO'S YEAR-END BONUS IS DESCRIBED IN HIS EMPLOYMENT CONTRACT AND APPROVED BY THE EXECUTIVE COMMITTEE. 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 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 THE FINANCE DEPARTMENT ASSISTS THE TAX PREPARER IN PROVIDING INFORMATION FOR THE 990. THE DRAFT IS REVIEWED BY THE SENIOR VICE PRESIDENT OF FINANCE AND OPERATIONS, AND THEN PRESENTED FOR REVIEW DURING A MEETING OF THE AUDIT COMMITTEE. IT IS POSSIBLE THE AUDIT COMMITTEE WILL SUGGEST CHANGES. THE APPROVED RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. THE FINAL RETURN 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 15A 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 CHAIRMAN OF THE BOARD, THE CHAIRMAN 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 IN MARCH 2018) 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 2,444,459. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,444,459. GOVERNMENT RELATIONS & ADVOCACY CONSULTING: PROGRAM SERVICE EXPENSES 446,846. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 446,846. COMMUNICATIONS & MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 40,240. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 40,240. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 334,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 334,185. MEDICAL EDUCATION CONSULTING: PROGRAM SERVICE EXPENSES 361,306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,306. HUMAN RESOURCES CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 149,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,608. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 310,301. MANAGEMENT AND GENERAL EXPENSES 305,030. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 615,331. FORM 990, PART XI, LINE 9: GRANT REIMBURSEMENTS 1,260. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.