AMERICAN OSTEOPATHIC ASSOCIATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSTEOPATHIC ASSOCIATION (EIN 36-2170786)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2019-04-17
- IRS object ID
- 201901079349301300
- Schema version
- 2017v2.3
- 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 | 2019-04-17T14:08:03-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | 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 | Adrienne White-Faines | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3122028115 | PhoneNum |
| Signature | 2019-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Zack Fortsch | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.132.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-15 | IPDt |
| IP Tm | 13:04:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F6217F2D6ED5C2D75B43E0AF4E216B671259B073 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 972ACA630144D1186DE4CD2460E77C4D7B57CBE3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Adrienne White-Faines | 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 | $56,879,786 | 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 American Osteopathic Association (AOA) is a membership association representing more than 144,406 osteopathic physicians (DO's) and osteopathic medical students. The AOA serves as the primary certifying board for DOs, is the accrediting agency for osteopathic medical schools, and has federal authority to accredit hospitals and other health care facilities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 202 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $59,133 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$26,090 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $721,482 | PYContributionsGrantsAmt |
| CY Contributions Grants | $351,955 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $44,706,031 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,687,810 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,283,281 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,205,185 | CYInvestmentIncomeAmt |
| PY Other Revenue | $701,326 | PYOtherRevenueAmt |
| CY Other Revenue | $958,559 | CYOtherRevenueAmt |
| PY Total Revenue | $47,412,120 | PYTotalRevenueAmt |
| CY Total Revenue | $47,203,509 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,415,787 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,566,440 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $22,113,067 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,100,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,880,884 | PYOtherExpensesAmt |
| CY Other Expenses | $23,837,238 | CYOtherExpensesAmt |
| PY Total Expenses | $48,409,738 | PYTotalExpensesAmt |
| CY Total Expenses | $46,503,804 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$997,618 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $699,705 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,172,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,679,540 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $26,012,510 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,576,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,159,946 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $50,103,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The AOA's mission is to advance the distinctive philosophy and practice of osteopathic medicine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,945,505 | ExpenseAmt |
| Revenue | $3,992,869 | RevenueAmt |
| Desc | See Schedule O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,996,123 | ExpenseAmt |
| Revenue | $21,881,586 | 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 retaining and recruiting 46,938 members. Membership projects build awareness of overall AOA programs that ultimately lead to improved quality of patient care, such as the iLearn Mentor Program, the Clinical Assessment Program, practice management programs for young physicians, and leadership development opportunities and information for students, interns and residents. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,440,095 | ExpenseAmt |
| Revenue | $348,115 | RevenueAmt |
| Desc | Publications:The AOA publishes 1 peer-reviewed scientific publication: The Journal of the American Osteopathic Association (JAOA). This print and online publication provides continuing medical education (CME) to osteopathic physicians (DO's) and other health care professionals, and it complements the education of osteopathic medical students. Approximately 12,800 primary care DO's receive the print copies and more than 130,000 receive the electronic tables of contents for the JAOA. In addition, the AOA produces an online news publication, The DO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $30,800,428 | $1,566,440 | $17,406,107 | Grants:Grants provided to the organizations and individuals to further studies in the field of osteopathic medicine. 65 entities were provided with grants totaling $1,671,440 to fund research and advancement for the osteopathic profession. |
| Conventions:Revenues and expenses associated with the annual convention of which main activities include conducting CME and research presentations. | |||
| Department of Certifying Board Services:In 2018, the AOA was responsible for the development of certification and continuous certification processes for over 32,000 osteopathic physician diplomats and for management of the Osteopathic Continuous Certification (OCC) process for each of the 18 specialty certifying boards and their subspecialty certifications. The AOA awarded 2,068 new primary certifications, 314 new subspecialty certifications and 112 new certifications of added qualifications (CAQ's). | |||
| 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 represent the 144,406 osteopathic physicians (DO's) and osteopathic medical students in the United States. | |||
| Elected Officials:Expenses related to the Board of Trustees and the annual, mid-year, and interim meeting to conduct business when the House of Delegates is not in session. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $30,800,428 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,566,440 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $17,406,107 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $38,182,151 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 442 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 202 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frank Bedford CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Robert Juhasz DO | |||||||||
| Trustee | 2.00 | Yes (X) | $2,550 | $0 | $0 | ||||
| Ronald Burns DO | |||||||||
| Trustee | 2.00 | Yes (X) | $10,809 | $0 | $0 | ||||
| Ernest Gelb DO | |||||||||
| Trustee | 2.00 | Yes (X) | $2,850 | $0 | $0 | 1.00 | |||
| Geraldine O'Shea DO | |||||||||
| Trustee | 2.00 | Yes (X) | $5,100 | $0 | $0 | 1.00 | |||
| William Mayo DO | |||||||||
| Trustee | 2.00 | Yes (X) | $95,931 | $0 | $0 | ||||
| Joseph Giaimo DO | |||||||||
| Trustee | 2.00 | Yes (X) | $4,050 | $0 | $0 | 1.00 | |||
| William Burke DO | |||||||||
| Trustee | 2.00 | Yes (X) | $4,500 | $0 | $0 | ||||
| Michael Murphy DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,600 | $0 | $0 | 1.00 | |||
| Teresa Hubka DO | |||||||||
| Trustee | 2.00 | Yes (X) | $6,500 | $0 | $0 | 1.00 | |||
| Thomas Ely DO | |||||||||
| Trustee | 2.00 | Yes (X) | $4,350 | $0 | $0 | 1.00 | |||
| Frank Tursi DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,450 | $0 | $0 | 1.00 | |||
| Craig Magnatta DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,000 | $0 | $0 | 1.00 | |||
| Mark Cantieri DO | |||||||||
| Trustee | 2.00 | Yes (X) | $5,400 | $0 | $0 | ||||
| Joseph Yasso DO | |||||||||
| Trustee | 2.00 | Yes (X) | $2,850 | $0 | $0 | ||||
| Richard Thacker DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,600 | $0 | $0 | ||||
| Barbara Walker DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,600 | $0 | $0 | 1.00 | |||
| Ira Monka DO | |||||||||
| Trustee | 2.00 | Yes (X) | $5,250 | $0 | $0 | ||||
| John Bodell DO | |||||||||
| Trustee | 2.00 | Yes (X) | $2,850 | $0 | $0 | 1.00 | |||
| Bruce Wolf DO | |||||||||
| Trustee | 2.00 | Yes (X) | $3,550 | $0 | $0 | ||||
| James Lally DO | |||||||||
| Trustee | 2.00 | Yes (X) | $1,100 | $0 | $0 | 1.00 | |||
| Robert Piccinini DO | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Ogle DO | |||||||||
| Trustee | 2.00 | Yes (X) | $2,700 | $0 | $0 | ||||
| Robert Hostoffer | |||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | ||||
| Vanessa Halvorsen | |||||||||
| Student Rep. (from 7/2017) | 2.00 | Yes (X) | $1,300 | $0 | $0 | ||||
| Seger Morris | |||||||||
| Physician Prac. Rep. (from 7/2017) | 2.00 | Yes (X) | $1,200 | $0 | $0 | ||||
| Sarah Wolff | |||||||||
| Intern/Res. Rep. (from 7/2017) | 2.00 | Yes (X) | $1,150 | $0 | $0 | ||||
| Frederick Stine | |||||||||
| Student Rep. (until 7/2017) | 2.00 | Yes (X) | $900 | $0 | $0 | ||||
| Caleb Hentges | |||||||||
| Student Rep. (from 7/2017) | 2.00 | Yes (X) | $900 | $0 | $0 | ||||
| Jennie Kwon | |||||||||
| Physician Prac. Rep. (from 7/2017) | 2.00 | Yes (X) | $150 | $0 | $0 | ||||
| Jordan Hitchins OMS IV | |||||||||
| Student Rep.(until 7/2017) | 2.00 | Yes (X) | $2,200 | $0 | $0 | ||||
| Jimmy DeMeo DO | |||||||||
| Intern/Res. Rep. (until 7/2017) | 2.00 | Yes (X) | $2,050 | $0 | $0 | ||||
| Sonbol Shahid-Salles DO | |||||||||
| Physician Prac. Rep.(until 7/2017) | 2.00 | Yes (X) | $2,400 | $0 | $0 | ||||
| Lucie Mitchell | |||||||||
| Intern/Res. Rep. (until 7/2017) | 2.00 | Yes (X) | $900 | $0 | $0 | ||||
| Mansoor Ali Jatoi | |||||||||
| Physician Prac. Rep. (until 7/2017) | 2.00 | Yes (X) | $900 | $0 | $0 | ||||
| John BecherDO | |||||||||
| Past President | 37.50 | Yes (X) | $4,500 | $0 | $0 | Yes (X) | |||
| Boyd Buser DO | |||||||||
| President | 37.50 | Yes (X) | $222,309 | $0 | $0 | Yes (X) | |||
| Mark Baker DO | |||||||||
| President Elect | 37.50 | Yes (X) | $234,831 | $0 | $0 | Yes (X) | |||
| Sally Szumlas | |||||||||
| COO | 37.50 | $187,062 | $0 | $23,509 | Yes (X) | ||||
| Josh Prober | |||||||||
| Legal Counsel | 39.00 | $326,638 | $0 | $56,456 | 1.00 | Yes (X) | |||
| Adrienne White-Faines MPA | |||||||||
| CEO | 38.00 | $498,329 | $0 | $62,732 | 2.00 | Yes (X) | |||
| Frank W Bedford CPA | |||||||||
| CFO/Controller | 39.00 | $285,303 | $0 | $46,844 | 1.00 | Yes (X) | |||
| James Swartwout | |||||||||
| Department SVP | 37.50 | $293,380 | $0 | $51,416 | Yes (X) | ||||
| Phil Atwood | |||||||||
| Chief Information Officer | 37.50 | $214,767 | $0 | $26,185 | Yes (X) | ||||
| Charles Simpson | |||||||||
| CCO | 37.50 | $278,015 | $0 | $48,806 | Yes (X) | ||||
| David Pugach | |||||||||
| Department SVP | 37.50 | $228,046 | $0 | $3,361 | Yes (X) | ||||
| Stephen Trent DO | |||||||||
| Director, Div. of Training | 37.50 | $199,147 | $0 | $36,331 | Yes (X) | ||||
| Kenya McRae | |||||||||
| Department VP | 37.50 | $190,873 | $0 | $26,594 | Yes (X) | ||||
| Mat Kremke | |||||||||
| VP | 37.50 | $183,696 | $0 | $49,901 | Yes (X) | ||||
| Jeffrey Weaver | |||||||||
| VP | 37.50 | $153,413 | $0 | $35,401 | Yes (X) | ||||
| Sheridan Chaney | |||||||||
| AVP | 37.50 | $150,077 | $0 | $41,791 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,842,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $509,327 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | 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 |
|---|---|---|---|---|---|
| Cramer-Krasselt | |||||
| Drawer 975 | Milwaukee | WI | 53259 | Advertising Consulting | $2,291,687 |
| Sidley Austin | |||||
| PO Box 0642 | Chicago | IL | 60690 | Legal Consulting | $547,791 |
| Premier Healthcare | |||||
| 5882 Collections Center Drive | Chicago | IL | 60693 | Consulting | $542,639 |
| Infinity Consulting Solutions Inc | |||||
| 462 7th Avenue 2nd Floor | New York | NY | 10018 | Consulting | $430,489 |
| Metriks Amerique | |||||
| 5840 Summit Street | Sylvania | OH | 43560 | Psychometric Consulting | $328,714 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 11 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $351,955 | AllOtherContributionsAmt |
| Total Contributions | $351,955 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Fees | 900099 | $21,881,586 | $21,881,586 |
| Certifying Boards | 900099 | $9,279,590 | $9,279,590 |
| Post Doctoral Ed Fees | 900099 | $3,992,869 | $3,992,869 |
| Convention | 900099 | $3,296,454 | $3,296,454 |
| College Accreditation Fees | 900099 | $2,334,940 | $2,334,940 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,902,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,843,238 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $59,133 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,687,810 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,946 | TotalRevenueColumnAmt |
| Exclusion | $884,946 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,392,968 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,811,651 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $581,317 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,317 | TotalRevenueColumnAmt |
| Exclusion | $581,317 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,184,865 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,864,626 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,320,239 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,320,239 | TotalRevenueColumnAmt |
| Exclusion | $1,320,239 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,242 | TotalRevenueColumnAmt |
| Exclusion | $377,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $377,242 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,203,509 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,628,677 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $59,133 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,163,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,566,440 | TotalAmt |
| Program Services | $1,566,440 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,785,711 | TotalAmt |
| Program Services | $1,785,711 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,400,445 | TotalAmt |
| Program Services | $12,489,110 | ProgramServicesAmt |
| Management And General | $2,911,335 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,802 | TotalAmt |
| Program Services | $839,572 | ProgramServicesAmt |
| Management And General | $171,230 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,894,701 | TotalAmt |
| Program Services | $2,404,339 | ProgramServicesAmt |
| Management And General | $490,362 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,467 | TotalAmt |
| Program Services | $7,033 | ProgramServicesAmt |
| Management And General | $1,434 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,175 | TotalAmt |
| Management And General | $581,175 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,798 | TotalAmt |
| Management And General | $80,798 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,739 | TotalAmt |
| Program Services | $606,952 | ProgramServicesAmt |
| Management And General | $123,787 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,359 | TotalAmt |
| Management And General | $213,359 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,032,336 | TotalAmt |
| Program Services | $5,010,458 | ProgramServicesAmt |
| Management And General | $1,021,878 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,056 | TotalAmt |
| Program Services | $125,467 | ProgramServicesAmt |
| Management And General | $25,589 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $820,359 | TotalAmt |
| Program Services | $681,390 | ProgramServicesAmt |
| Management And General | $138,969 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,925 | TotalAmt |
| Program Services | $999,980 | ProgramServicesAmt |
| Management And General | $203,945 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,878,950 | TotalAmt |
| Program Services | $2,391,256 | ProgramServicesAmt |
| Management And General | $487,694 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,698 | TotalAmt |
| Program Services | $1,325,387 | ProgramServicesAmt |
| Management And General | $270,311 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,273,321 | TotalAmt |
| Program Services | $5,210,620 | ProgramServicesAmt |
| Management And General | $1,062,701 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $713,277 | TotalAmt |
| Program Services | $592,448 | ProgramServicesAmt |
| Management And General | $120,829 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,993 | TotalAmt |
| Program Services | $149,502 | ProgramServicesAmt |
| Management And General | $30,491 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Printing & Publications | $378,010 | $313,975 | $64,035 |
| Dues | $181,783 | $150,989 | $30,794 |
| Contract Services | $38,005 | $31,567 | $6,438 |
| Subscriptions | $34,724 | $28,842 | $5,882 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749,730 | TotalAmt |
| Program Services | $1,471,113 | ProgramServicesAmt |
| Management And General | $278,617 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,503,804 | TotalAmt |
| Program Services | $38,182,151 | ProgramServicesAmt |
| Management And General | $8,321,653 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,328,430 | BOYAmt |
| EOY | $24,418,790 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,530 | BOYAmt |
| EOY | $1,484,158 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,673 | BOYAmt |
| EOY | $1,165,016 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,071,926 | BOYAmt |
| EOY | $1,753,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,409,950 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,435,447 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,852,622 | BOYAmt |
| EOY | $8,974,503 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,079,131 | BOYAmt |
| EOY | $34,830,450 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,144 | BOYAmt |
| EOY | $52,897 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,172,456 | BOYAmt |
| EOY | $72,679,540 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,902,474 | BOYAmt |
| EOY | $6,110,174 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,196,706 | BOYAmt |
| EOY | $15,629,159 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $913,330 | BOYAmt |
| EOY | $837,110 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,012,510 | BOYAmt |
| EOY | $22,576,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,044,465 | BOYAmt |
| EOY | $48,287,225 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,115,481 | BOYAmt |
| EOY | $1,815,872 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,159,946 | BOYAmt |
| EOY | $50,103,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,172,456 | BOYAmt |
| EOY | $72,679,540 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $699,705 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,243,446 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| 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 | $1,223,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $885,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,824,027 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $721,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $351,955 | CurrentTaxYearAmt |
| Total | $6,006,278 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,445,797 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,401,306 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,056,948 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,706,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,687,810 | CurrentTaxYearAmt |
| Total | $217,297,892 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,669,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,286,381 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,880,975 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,427,513 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,039,765 | CurrentTaxYearAmt |
| Total | $223,304,170 | 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 | $223,304,170 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,391,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,358,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,852,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,050,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,277,914 | CurrentTaxYearAmt |
| Total | $17,930,599 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,391,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,358,295 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,852,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,050,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,277,914 | CurrentTaxYearAmt |
| Total | $17,930,599 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $411,101 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $332,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $980,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $374,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $313,479 | CurrentTaxYearAmt |
| Total | $2,412,754 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,472,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $47,977,452 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $51,713,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,852,868 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,631,158 | CurrentTaxYearAmt |
| Total | $243,647,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91650 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92240 | PublicSupportPY509Pct |
| Investment Income CY | 0.07360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06740 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $19,111 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $711,628 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $730,739 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,714,065 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $46,444,804 | 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 | $655,097 | CurrentYearMinus3Amt |
| Current Year Minus2 | $697,701 | CurrentYearMinus2Amt |
| Current Year Minus1 | $707,185 | CurrentYearMinus1Amt |
| Current Year | $730,739 | CurrentYearAmt |
| Total | $2,790,722 | 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 | $19,320 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50,167 | CurrentYearMinus2Amt |
| Current Year Minus1 | $47,833 | CurrentYearMinus1Amt |
| Current Year | $19,111 | CurrentYearAmt |
| Total | $136,431 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,920,881 | BeginningYearBalanceAmt |
| Contributions | $111,699 | ContributionsAmt |
| Investment Earnings Or Losses | $721,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $455,958 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,298,343 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,478,388 | BeginningYearBalanceAmt |
| Contributions | $147,706 | ContributionsAmt |
| Investment Earnings Or Losses | $653,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $358,849 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,920,881 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,730,431 | BeginningYearBalanceAmt |
| Contributions | $213,145 | ContributionsAmt |
| Investment Earnings Or Losses | -$198,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $266,656 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,478,388 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,711,001 | BeginningYearBalanceAmt |
| Contributions | $135,430 | ContributionsAmt |
| Investment Earnings Or Losses | $311,594 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $210,115 | GrantsOrScholarshipsAmt |
| Other Expenditures | $217,479 | OtherExpendituresAmt |
| End Year Balance | $7,730,431 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,205,419 | BeginningYearBalanceAmt |
| Contributions | $245,386 | ContributionsAmt |
| Investment Earnings Or Losses | $735,054 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $219,048 | GrantsOrScholarshipsAmt |
| Other Expenditures | $255,810 | OtherExpendituresAmt |
| End Year Balance | $7,711,001 | 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 | $19,977,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $14,988,324 | DepreciationAmt |
| Book Value | $4,989,121 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,807,505 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,447,123 | DepreciationAmt |
| Book Value | $2,360,382 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,974,503 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Incentive - Tenant Improvements | $239,064 |
| Lease Incentive - Deferred Rent | $333,938 |
| Other Liabilities | $264,108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $837,110 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $48,233,596 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,243,446 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,243,446 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,990,150 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $213,359 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $213,359 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $47,203,509 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $46,290,445 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $46,290,445 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $213,359 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $213,359 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $46,503,804 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowments are used to promote the ability to perform research and education in the field of Osteopathic medicine. |
| Part X, Line 2: | The Association is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, the Association files income tax returns which report income from certain activities not directly related to the Association's tax-exempt purpose, such as advertising income, which are subject to taxation as unrelated business income. During the years ended May 31, 2018 and 2017, the Association did not pay any taxes resulting from unrelated business income. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Association may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Association, and various positions related to the potential sources of unrelated business taxable income. As of May 31, 2018 and 2017, there were no unrecognized tax positions identified or recorded as liabilities. The Association files Forms 990 and 990-T and certain other forms in the U.S. federal jurisdiction and the State of Illinois. The Association is no longer subject to examination by the Internal Revenue Service for years before 2015. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AACOM | |||||||
| 5550 Friendship Blvd Ste 310 | Chevy Chase | MD | 20815 | 237190271 | 501(c)(3) | $75,000 | To fund research for the advancement of the osteopathic profession. |
| ACOFP | |||||||
| 330 E Algonquin Road | Arlington Heights | IL | 60005 | 363341154 | 501(c)(3) | $8,500 | To fund research for the advancement of the osteopathic profession. |
| AMA | |||||||
| 330 N Wabash | Chicago | IL | 60611 | 360727175 | 501(c)(3) | $12,500 | To fund research for the advancement of the osteopathic profession. |
| American Osteopathic Foundation | |||||||
| 142 E Ontario Street Suite 1450 | Chevy Chase | IL | 60611 | 366056120 | 501(c)(3) | $126,469 | To fund research for the advancement of the osteopathic profession. |
| Arizona Osteopathic Medical Association | |||||||
| 5150 N 16th Street Ste A-122 | Phoenix | AZ | 85016 | 866052826 | 501(c)(3) | $5,000 | To fund research for the advancement of the osteopathic profession. |
| Cal San Diego | |||||||
| 9500 Gilman Drive | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | $45,000 | To fund research for the advancement of the osteopathic profession. |
| Edward Via | |||||||
| 2265 Kraft Drive | Blacksburg | VA | 24060 | 542052107 | 501(c)(3) | $34,941 | To fund research for the advancement of the osteopathic profession. |
| EqualHealth Inc | |||||||
| Box 1575 | Brookline | MA | 02446 | 273645742 | 501(c)(3) | $9,600 | Scholarships. |
| Lake Erie COM | |||||||
| 1858 W Grandview Blvd | Erie | PA | 16509 | 251698677 | 501(c)(3) | $17,521 | To fund research for the advancement of the osteopathic profession. |
| Midwestern COM | |||||||
| 555 31st Street | Downers Grove | IL | 60515 | 363377698 | 501(c)(3) | $52,444 | To fund research for the advancement of the osteopathic profession. |
| MSU COM | |||||||
| A439 East Fee | East Lansing | MI | 48824 | 380601400 | 501(c)(3) | $44,955 | To fund research for the advancement of the osteopathic profession. |
| New York Institute | |||||||
| Northern Blvd | Old Westbury | NJ | 11568 | 131624166 | 501(c)(3) | $55,883 | To fund research for the advancement of the osteopathic profession. |
| Presidential Memorial | |||||||
| 142 E Ontario Street | Chicago | IL | 60611 | 366056120 | 501(c)(3) | $20,000 | Scholarships |
| Rowan University SOM | |||||||
| 201 Mullica Hill Road | Glassboro | NJ | 08028 | 222764819 | GOV | $87,382 | To fund research for the advancement of the osteopathic profession. |
| Touro University | |||||||
| 1310 Johnson Lane | Vallejo | CA | 94592 | 609020553 | 501(c)(3) | $45,000 | To fund research for the advancement of the osteopathic profession. |
| UNTHSC | |||||||
| 3400 Camp Bowie Blvd | Fort Worth | TX | 76107 | 756064033 | 501(c)(3) | $104,991 | To fund research for the advancement of the osteopathic profession. |
| Western UHS Pacific | |||||||
| 450 E 3rd Street | Pomona | CA | 91766 | 282468045 | 501(c)(3) | $32,843 | To fund research for the advancement of the osteopathic profession. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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 Council on Research. All un-used funds are returned upon completion of grant projects. | 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 | 0 | 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 (15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Boyd Buser DO | ||||||||||||||
| President | $222,309 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $222,309 | $0 | $0 | $0 |
| Mark Baker DO | ||||||||||||||
| President Elect | $234,831 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $234,831 | $0 | $0 | $0 |
| Sally Szumlas | ||||||||||||||
| COO | $169,895 | $0 | $16,250 | $0 | $917 | $0 | $0 | $0 | $23,509 | $0 | $210,571 | $0 | $0 | $0 |
| Josh Prober | ||||||||||||||
| Legal Counsel | $308,009 | $0 | $17,950 | $0 | $679 | $0 | $19,730 | $0 | $36,726 | $0 | $383,094 | $0 | $0 | $0 |
| Adrienne White-Faines MPA | ||||||||||||||
| CEO | $455,397 | $0 | $40,868 | $0 | $2,064 | $0 | $29,235 | $0 | $33,497 | $0 | $561,061 | $0 | $0 | $0 |
| Frank W Bedford CPA | ||||||||||||||
| CFO/Controller | $268,211 | $0 | $15,988 | $0 | $1,104 | $0 | $19,031 | $0 | $27,813 | $0 | $332,147 | $0 | $0 | $0 |
| James Swartwout | ||||||||||||||
| Department SVP | $276,018 | $0 | $14,194 | $0 | $3,168 | $0 | $18,603 | $0 | $32,813 | $0 | $344,796 | $0 | $0 | $0 |
| Phil Atwood | ||||||||||||||
| Chief Information Officer | $202,842 | $0 | $8,281 | $0 | $3,644 | $0 | $15,111 | $0 | $11,074 | $0 | $240,952 | $0 | $0 | $0 |
| Charles Simpson | ||||||||||||||
| CCO | $260,816 | $0 | $16,095 | $0 | $1,104 | $0 | $17,100 | $0 | $31,706 | $0 | $326,821 | $0 | $0 | $0 |
| David Pugach | ||||||||||||||
| Department SVP | $223,046 | $0 | $5,000 | $0 | $0 | $0 | $0 | $0 | $3,361 | $0 | $231,407 | $0 | $0 | $0 |
| Stephen Trent DO | ||||||||||||||
| Director, Div. of Training | $192,711 | $0 | $3,000 | $0 | $3,436 | $0 | $13,978 | $0 | $22,353 | $0 | $235,478 | $0 | $0 | $0 |
| Kenya McRae | ||||||||||||||
| Department VP | $179,219 | $0 | $11,103 | $0 | $551 | $0 | $13,717 | $0 | $12,877 | $0 | $217,467 | $0 | $0 | $0 |
| Mat Kremke | ||||||||||||||
| VP | $173,871 | $0 | $9,378 | $0 | $447 | $0 | $11,535 | $0 | $38,366 | $0 | $233,597 | $0 | $0 | $0 |
| Jeffrey Weaver | ||||||||||||||
| VP | $152,143 | $0 | $0 | $0 | $1,270 | $0 | $10,743 | $0 | $24,658 | $0 | $188,814 | $0 | $0 | $0 |
| Sheridan Chaney | ||||||||||||||
| AVP | $146,620 | $0 | $3,000 | $0 | $457 | $0 | $10,793 | $0 | $30,998 | $0 | $191,868 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 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 and their spouses: President, President Elect, Immediate Past President and Executive Director. These amounts are treated as non-taxable for the officers and taxable for spouses. 2) Travel for companions AOA paid or reimbursed spousal travel expenses for the following positions: President, President Elect, Immediate Past President and Executive Director. 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 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 III, Line 4a, Program Service Accomplishments: | Department of Education: The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In tax year 2017, the AOA: Division of Educational Resource Services -Monitored and recorded the progress of 7,684 trainees in 965 residency training programs. Division of Postdoctoral Training -Approved 10 new programs (83 positions), increased size of 30 programs and revised 50 programs for Continuing Approval. -Conducted 0 Osteopathic Postdoctoral Training Institution (OPTI) continuing approval site visits. -Executed a national education conference for residency program directors and medical educators. -Approved 431 ACC-ME PGY1 46 Federal/Military PGY1 and 162 ACC-ME PGY2/Fellowship Training applications. Division of Training Program Review Services -Continued its charge of reviewing all osteopathic training programs. |
| Form 990, Part VI, Section B, line 11b | Prior to filing, the Controller and CEO review Form 990 and then provide it to the Audit Committee for review and approval. |
| 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. Those key personnel with conflicts are advised to recuse themselves from participating in decision making related to the conflict. |
| Form 990, Part VI, Section B, line 15 | The compensation (salaries, bonuses, benefits) for the Chief Executive Officer and staff (including key employees) are set based upon information provided by an external compensation service, who furnishes information drawn from surveys (including Forms 990) from comparable healthcare associations 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 Immediate Past President are based upon information regarding compensation for physicians for one year and approved by a disinterested majority of the Committee on Administrative Personnel and Board of Trustees. The Finance Committee also reviews the aggregate compensation for staff. |
| 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 - https://osteopathic.org/about/leadership/aoa-governance-documents/. 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). |
| Form 990, Part IX, line 11g | Professional Consulting Fees: Program service expenses 5,010,458. Management and general expenses 1,021,878. Fundraising expenses 0. Total expenses 6,032,336. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| American Osteopathic Information Association | ||||||||||
| 142 East Ontario Street | Chicago | IL | 60611 | 364340931 | To improve the effectiveness of DO's through technology | IL | 501(c)(6) | N/A | American Osteopathic Association | 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 7 | American Osteopathic Association | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Osteopathic Information Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | Q | TransactionTypeTxt |
| Involved | $1,794,942 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments