2019-04-24T17:34:22-05:00 2018-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-07-01 237190271 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE AMER 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 STEPHEN C SHANNON DO MPH PRESIDENT & CEO 3019684100 2019-04-24 1 DEBORAH G KOSNETT P00290720 2022932200 2019-04-18 72.184.255.9 2019-04-24 17:34:19 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 BF065EC4D347516EACB6EF6B1CA8D3F874D65F1D 2017 2019-02-21 02:37:17Z AACOM STEPHEN C SHANNON DO M 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 18357361 0 X WWW.AACOM.ORG X 1970 IL THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) PROMOTES EXCELLENCE IN OSTEOPATHIC MEDICAL EDUCATION, IN RESEARCH AND IN SERVICE, AND FOSTERS INNOVATION AND QUALITY AMONG OSTEOPATHIC MEDICAL COLLEGES TO IMPROVE THE HEALTH OF THE AMERICAN PUBLIC. FOUNDED IN 1898, AACOM REPRESENTS THE ADMINISTRATION, FACULTY AND STUDENTS OF ALL OF THE OSTEOPATHIC MEDICAL COLLEGES IN THE UNITED STATES. THE ASSOCIATION, GUIDED BY ITS BOARD OF DEANS AND VARIOUS OTHER MEMBER COUNCILS AND COMMITTEES, IS ACTIVELY INVOLVED IN ALL AREAS OF OSTEOPATHIC MEDICAL EDUCATION. NATIONAL-LEVEL SERVICES PROVIDED BY AACOM INCLUDE A UNIFIED VOICE - AACOM SERVES AS THE UNIFYING VOICE FOR THE NATION'S COLLEGES OF OSTEOPATHIC MEDICINE, REPRESENTING THEIR COLLECTIVE INTERESTS THROUGH PROACTIVE ADVOCACY AT THE FEDERAL GOVERNMENT LEVEL AND COLLABORATION WITH OTHER ALLIED ORGANIZATIONS. 34 34 49 1087 0 22669 7119 1091256 12429066 13659942 511524 468956 30187 47718 12977896 15267872 159850 138546 0 0 5215912 5580884 0 0 0 7598657 8345579 12974419 14065009 3477 1202863 25262427 23331781 7044590 3950516 18217837 19381265 X THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) PROVIDES LEADERSHIP FOR THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY BY PROMOTING EXCELLENCE IN MEDICAL EDUCATION, RESEARCH, AND SERVICE, AND BY FOSTERING INNOVATION AND QUALITY ACROSS THE CONTINUUM OF OSTEOPATHIC MEDICAL EDUCATION TO IMPROVE THE HEALTH OF THE AMERICAN PUBLIC. AACOM WAS FOUNDED IN 1898 TO LEND SUPPORT AND ASSISTANCE TO THE NATION'S OSTEOPATHIC MEDICAL SCHOOLS, AND TO SERVE AS A UNIFYING VOICE FOR OSTEOPATHIC MEDICAL EDUCATION. HAVING GROWN FROM A HANDFUL OF COLLEGE ADMINISTRATORS OVER A CENTURY AGO, THE ORGANIZATION TODAY REPRESENTS THE ADMINISTRATION, FACULTY, AND STUDENTS OF ALL OSTEOPATHIC MEDICAL COLLEGES IN THE UNITED STATES. THE ASSOCIATION, GUIDED BY ITS BOARD OF DEANS AND VARIOUS OTHER MEMBER COUNCILS AND COMMITTEES, IS ACTIVELY INVOLVED IN ALL AREAS OF OSTEOPATHIC MEDICAL EDUCATION. 1 0 3443966 1900 12644242 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 FISCAL YEAR 2018, 34 COLLEGES AND APPROXIMATELY 21,742 STUDENT APPLICANTS BENEFITED. AACOM WORKS TO DEVELOP AWARENESS ABOUT OSTEOPATHIC MEDICINE AMONG POTENTIAL MEDICAL SCHOOL APPLICANTS THROUGH RECRUITMENT PROGRAMS. AACOM'S RECRUITMENT EFFORTS SEEK STRATEGIC OPPORTUNITIES ACROSS THE NATION TO ATTRACT AN ACADEMICALLY WELL-QUALIFIED POOL OF APPLICANTS FOR ITS MEMBER MEDICAL SCHOOLS. 2849131 5000 0 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. 1750358 0 10369 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. 1561443 127671 41800 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. 1044240 0 0 RESEARCH - 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. 698481 0 492112 ANNUAL CONFERENCE - AACOM'S 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. EACH 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. 251202 3975 117605 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. 756228 0 0 PROJECTS & INITIATIVES 358865 0 353814 FEES FOR SERVICE 4670459 131646 1005331 12713914 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 1 0 0 1 0 0 0 0 0 0 0 0 1 103 0 1 49 1 1 1 0 0 0 0 0 0 0 0 0 X 34 34 0 1 1 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 THOMAS A CAVALIERI CHAIR 3.00 X X 0 0 0 WILLIAM D STRAMPEL VICE CHAIR (UNTIL DEC '17) 3.00 X X 0 0 0 MICHAEL B CLEARFIELD VICE CHAIR & IMMED PAST CHAIR 3.00 X X 0 0 0 LORI A KEMPER SECRETARY/TREASURER 3.00 X X 0 0 0 CRAIG J LENZ DIRECTOR 1.00 X 0 0 0 RAY STOWERS DIRECTOR 1.00 X 0 0 0 LISA NASH DIRECTOR (AS OF JAN '18) 1.00 X 0 0 0 MARGARET A WILSON DIRECTOR 1.00 X 0 0 0 JEFFREY MORGAN DIRECTOR 1.00 X 0 0 0 GEORGE MYCHASKIW DIRECTOR (UNTIL JAN '18) 1.00 X 0 0 0 DON N PESKA DIRECTOR 1.00 X 0 0 0 JOHN M KAUFFMAN DIRECTOR 1.00 X 0 0 0 GREG CHRISTIANSEN DIRECTOR (UNTIL FALL 2017) 1.00 X 0 0 0 BRET RIPLEY DIRECTOR (AS OF NOV '17) 1.00 X 0 0 0 ROBERT HASTY DIRECTOR (AS OF AUG '17) 1.00 X 0 0 0 DARRIN D'AGOSTINO DIRECTOR 1.00 X 0 0 0 RICHARD TERRY DIRECTOR 1.00 X 0 0 0 PETER BELL DIRECTOR 1.00 X 0 0 0 BRIAN KESSLER DIRECTOR 1.00 X 0 0 0 DONALD SEFCIK DIRECTOR 1.00 X 0 0 0 ANDREA AMALFITANO DIRECTOR (AS OF FEB '18) 1.00 X 0 0 0 THOMAS BOYLE DIRECTOR 1.00 X 0 0 0 ELAINE WALLACE DIRECTOR 1.00 X 0 0 0 WOLFGANG G GILLIAR DIRECTOR (UNTIL JUNE '18) 1.00 X 0 0 0 JERRY BALENTINE DIRECTOR (AS OF JUNE '18) 1.00 X 0 0 0 KAYSE M SHRUM DIRECTOR 1.00 X 0 0 0 KENNETH H JOHNSON DIRECTOR 1.00 X 0 0 0 THOMAS A SCANDALIS DIRECTOR 1.00 X 0 0 0 KENNETH J VEIT DIRECTOR 1.00 X 0 0 0 THOMAS TOLD DIRECTOR 1.00 X 0 0 0 KENNETH STEIER DIRECTOR 1.00 X 0 0 0 ROBYN PHILLIPS-MADSON DIRECTOR 1.00 X 0 0 0 JANE CARREIRO DIRECTOR 1.00 X 0 0 0 FRANK FILIPETTO DIRECTOR (AS OF AUG '17) 1.00 X 0 0 0 BOYD R BUSER DIRECTOR (UNTIL JUNE '18) 1.00 X 0 0 0 JAN WILLCOX DIRECTOR 1.00 X 0 0 0 CRAIG BOISVERT DIRECTOR 1.00 X 0 0 0 PAULA CRONE DIRECTOR 1.00 X 0 0 0 JAMES M TURNER DIRECTOR 1.00 X 0 0 0 STEPHEN SHANNON PRESIDENT & CEO 37.50 X 558563 0 65464 PAT DELANEY VP OF FINANCE & OPERATIONS 37.50 X 47500 0 9884 HARVEY TILLIPMAN INTERIM COO (UNTIL NOV '17) 37.50 X 0 0 0 PAMELA MURPHY SR. VP OF GOV RELATIONS 37.50 X 264774 0 25256 LUKE MORTENSEN VP & CHAIR FOR MEDICAL EDUCATION 37.50 X 203909 0 26852 THOMAS LEVITAN INTERIM SR VP OF MED ED & RESEARCH 37.50 X 164619 0 17169 TYLER CYMET CHIEF OF CLINICAL EDUCATION 37.50 X 257279 0 47415 ROBERT RATHBUN VP OF HUMAN RESOURCES 37.50 X 182378 0 30371 MARY-LYNN BENDER SR DR OF GOV & PUBLIC RELATIONS 37.50 X 161402 0 21846 STEPHANIE WURTH DIRECTOR OF APPLICATION SERVICES 37.50 X 136343 0 20392 JUNHUA LIU DIRECTOR OF IT & OPERATIONS 37.50 X 134421 0 22014 2111188 0 286663 17 0 1 0 LIAISON INTERNATIONAL LLC 311 ARSENAL STREET STE 15 WATERTOWN MA 02472 DUES COLLECTION SERVICES 2242161 BEACON HILL STAFFING GROUP LLC PO BOX 846193 BOSTON MA 02284 TEMP STAFFING 259142 TRANSITION MANAGEMENT CONSULTING INC 4877 TINASA WAY SAN DIEGO CA 92124 EXECUTIVE TRANSITION SERVICES 256200 BEEKEEPER GROUP 1101 14TH ST NW WASHINGTON DC 20005 CONSULTING SERVICES 148522 HOGAN LOVELLS US LLP 555 THIRTEENTH ST NW WASHINGTON DC 20004 LEGAL SERVICES 134890 6 7119 1084137 536582 1091256 STUDENT APPLICATION FEES 900099 11302975 11302975 MEMBERSHIP DUES 900099 1392617 1392617 ANNUAL MEETING 900099 558367 558367 MEMBER SERVICES 900099 353814 353814 LEADERSHIP DEVELOPMENT PROGRAM 900099 41800 41800 10369 10369 13659942 422324 422324 16249 16249 3135510 3088878 46632 46632 46632 19201 7119 611 18590 18590 MISCELLANEOUS INCOME 900099 10439 10439 INCOME TAX REFUND 900099 2440 2440 12879 15267872 13659942 0 516674 X 58870 58870 77676 77676 2000 2000 1397792 1018577 379215 3220076 2357064 863012 268010 217975 50035 353459 167575 185884 341547 253759 87788 70776 15656 55120 180396 180396 252010 252010 64506 1874 62632 3813125 3432247 380878 31856 29610 2246 549840 356915 192925 437034 31194 405840 618937 151549 467388 441291 306815 134476 851731 672335 179396 246343 16316 230027 53286 53286 TEMPORARY SERVICES 363930 156830 207100 RECRUITMENT & TRAINING 110097 49137 60960 UBI TAX 6112 6112 OVERHEAD ALLOCATION 0 2921771 -2921771 254309 166159 88150 14065009 12713914 1351095 0 242543 167030 14350426 11457834 186573 267012 145234 312568 2645734 1425248 1301904 1220486 8464572 9197528 571175 709323 25262427 23331781 1969810 1205259 3464879 719369 1609901 2025888 7044590 3950516 X 18140063 19140949 0 162542 77774 77774 18217837 19381265 25262427 23331781 X 1202863 -39935 500 X X 0 1 X 1 0 X 73633 3940 7119 1091256 1175948 10098105 11545466 11519685 12429066 13659942 59252264 16221 17643 51362 19201 19201 123628 10114326 11636742 11574987 12455386 14770399 60551840 0 0 0 60551840 282643 434639 503832 284483 438573 1944170 282643 434639 503832 284483 438573 1944170 3532 12879 16411 10396969 12071381 12078819 12743401 15221851 62512421 0.96860 0.96910 0.03110 0.03090 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 3,532. 2017 AMOUNT: $ 12,879. 131573 251468 383041 13586254 13969295 848465 212116 0 0 643501 730677 795155 848465 3017798 4526697 166687 218884 351368 383041 1119980 160875 182669 198789 212116 754449 1131674 6628 89913 180544 131573 408658 77774 1112 1112 77774 77774 887 887 77774 77774 805 805 77774 80402 388 3016 77774 79789 613 80402 0.00000 1.00000 0.00000 0 0 929972 105976 823996 709069 312579 396490 1006693 1006693 0 1220486 DEFERRED RENT 1357888 DEFERRED COMPENSATION 668000 2025888 15161602 -39935 -39935 15201537 64506 1829 66335 15267872 13998174 -2329 -2329 14000503 64506 64506 14065009 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2018 COMPRISE THE SHERRY R. ARNSTEIN MINORITY STUDENT SCHOLARSHIP FUND, WHICH ASSISTS MINORITY STUDENTS AT MEMBER COLLEGES. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED FUNDS IS TEMPORARILY RESTRICTED FOR SCHOLARSHIPS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE -611. INCOME TAX REFUND 2,440. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 611. GRANT REIMBURSEMENTS -500. INCOME TAX REFUND -2,440. SILENT AUCTION 26320 7119 19201 125 486 26320 7119 19201 125 486 611 18590 PART II, FUNDRAISING EVENTS: PLEASE NOTE THAT THE SILENT AUCTION IS CONDUCTED ENTIRELY BY VOLUNTEERS. 1 AMERICAN MEDICAL ASSOCIATION 330 N WABASH AVE CHICAGO IL 60611 360727175 501(C)(6) 12500 AMA ACCELERATING CHANGE IN MEDICAL EDUCATION INITIATIVE NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM 836 WASHINGTON DC 20001 530196932 501(C)(3) 30000 SUPPORT FOR GLOBAL FORUM ON INNOVATION IN HEALTH 1 1 RESEARCH GRANTS 7 34876 ARNSTEIN MINORITY STUDENT SCHOLARSHIP 8 26500 SOME AWARDS 2 2000 STUDENT DO OF THE YEAR AWARD 1 2000 IHE AWARD 3 1500 WINNER OF WINTER POSTER SYMPOSIUM 1 300 BEST RESEARCH POSTER AT EDUCARE LEADERSHIP CONFERENCE 1 500 TRAVEL GRANTS 3 10000 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 MINORITY STUDENT SCHOLARSHIP IS AVAILABLE ANNUALLY TO UNDERREPRESENTED MINORITY STUDENTS AT AACOM'S MEMBER COLLEGES OF OSTEOPATHIC MEDICINE. 8 SCHOLARSHIPS WERE AWARDED DURING THE 2018 FISCAL YEAR. APPLICANTS FOR THE SCHOLARSHIP MUST BE UNDERREPRESENTED MINORITY STUDENTS ENROLLED IN AND IN GOOD ACADEMIC STANDING AT AN AACOM MEMBER COLLEGE OF OSTEOPATHIC MEDICINE. THE DEFINITION OF AN "UNDERREPRESENTED MINORITY" GROUP IS ACCORDING TO THE FEDERAL GOVERNMENT'S CURRENT DEFINITION. ALL UNDERREPRESENTED MINORITY STUDENTS ARE ENCOURAGED TO SUBMIT A 750-WORD ESSAY ON (1) WHAT OSTEOPATHIC MEDICAL SCHOOLS MIGHT DO TO RECRUIT/RETAIN MORE UNDERREPRESENTED MINORITY STUDENTS, (2) WHAT THE APPLICANT PERSONALLY PLANS TO DO AS A STUDENT AND AS A FUTURE DOCTOR OF OSTEOPATHIC MEDICINE TO HELP INCREASE MINORITY STUDENT ENROLLMENT AT A COLLEGE OF OSTEOPATHIC MEDICINE, AND (3) HOW AND WHY THE APPLICANT WAS DRAWN TO OSTEOPATHIC MEDICINE. ESSAYS RECEIVED WILL BE REVIEWED BY AACOM SENIOR STAFF OR A TASK FORCE THAT WILL SELECT THE BEST ESSAYS. THE SELECTED ESSAYS WILL BE FORWARDED TO THE BOARD OF DEANS OR THE TASK FORCE ON MINORITY AFFAIRS, WHICH WILL SELECT THE WINNING ESSAY (OR ESSAYS) AND NOTIFY THE WINNER'S SCHOOL(S) OF THE AWARDED SCHOLARSHIP(S). X 1 1 X X X X X X 1 0 0 0 0 0 0 1 0 STEPHEN SHANNON PRESIDENT & CEO 521652 0 25536 0 11375 0 47157 0 21862 0 627582 0 0 0 PAMELA MURPHY SR. VP OF GOV RELATIONS 242774 0 22000 0 0 0 24340 0 6071 0 295185 0 0 0 LUKE MORTENSEN VP & CHAIR FOR MEDICAL EDUCATION 167612 0 12000 0 24297 0 16962 0 11578 0 232449 0 0 0 THOMAS LEVITAN INTERIM SR VP OF MED ED & RESEARCH 128381 0 15000 0 21238 0 13698 0 6220 0 184537 0 0 0 TYLER CYMET CHIEF OF CLINICAL EDUCATION 242279 0 15000 0 0 0 47415 0 3733 0 308427 0 0 0 ROBERT RATHBUN VP OF HUMAN RESOURCES 143911 0 12000 0 26467 0 20694 0 13121 0 216193 0 0 0 MARY-LYNN BENDER SR DR OF GOV & PUBLIC RELATIONS 147402 0 14000 0 0 0 14705 0 11649 0 187756 0 0 0 STEPHANIE WURTH DIRECTOR OF APPLICATION SERVICES 125343 0 11000 0 0 0 12559 0 10423 0 159325 0 0 0 JUNHUA LIU DIRECTOR OF IT & OPERATIONS 123421 0 11000 0 0 0 12474 0 12121 0 159016 0 0 0 PART I, LINE 1A STEPHEN C. SHANNON HAD HIS AIRLINE CLUB DUES PAID. THE DUES WERE NOT REPORTED IN HIS TAXABLE COMPENSATION. PART I, LINE 4A ROBERT RATHBUN, VP OF HUMAN RESOURCES, RECEIVED A SEVERANCE PAYMENT $20,005. PART I, LINE 7 CERTAIN HIGHLY PAID EMPLOYEES RECEIVE YEAR-END BONUSES, WHICH ARE SET BASED ON PERFORMANCE. THE EXECUTIVE TEAM MAKES A DECISION HOW MUCH TO AWARD EACH EMPLOYEE AT THE END OF THE FISCAL YEAR. THE CEO'S YEAR-END BONUS IS SET BY THE BOARD. LUKE MORTENSEN KEY EMPLOYEE 104563 DURING FY18, MORTENSEN LEFT HIS EMPLOYEE POSITION AS VP AND CHAIR FOR MEDICAL EDUCATION AND BEGAN RENDERING MEDICAL EDUCATION CONSULTING SERVICES TO AACOM AS A CONTRACTOR. 0 X 1 535874 FMV X PREPAID EXPENSES 1 708 FMV 0 0 0 0 FORM 990, PART III, LINE 2 DURING 2018, THE ASSOCIATION ENTERED INTO A MEMORANDUM OF UNDERSTANDING WITH THE ASSOCIATION OF OSTEOPATHIC DIRECTORS AND MEDICAL EDUCATORS (AODME), A 501(C)(6) TAX EXEMPT ORGANIZATION, TO ALIGN EFFORTS AND TRANSFER ALL ASSETS AND LIABILITIES FROM AODME TO THE ASSOCIATION AND FORM THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS (AOGME) AS A COMPONENT OF THE ASSOCIATION. THIS AGREEMENT WAS EXECUTED ON NOVEMBER 18, 2017 WITH A TRANSFER EFFECTIVE DATE OF JANUARY 1, 2018. THE OPERATIONS GOING FORWARD AFTER TRANSFER WERE FULLY INTEGRATED WITH THE ASSOCIATION. 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. 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 3 HARVEY TILLIPMAN, INTERIM CHIEF OPERATING OFFICER, IS AN EMPLOYEE OF TRANSITION MANAGEMENT CONSULTING, INC, A MANAGEMENT COMPANY WHICH PROVIDED STAFFING SERVICES FOR THE CHIEF OPERATING OFFICER POSITION TO AACOM DURING THE TAX YEAR. FORM 990, PART VI, SECTION A, LINE 4 AACOM'S BOARD MEMBERS AUTOMATICALLY BECOME MEMBERS OF THE BOARD WHEN A NEW COLLEGE OF OSTEOPATHIC MEDICINE JOINS AACOM. IN 2014-2015, AACOM ENGAGED A BOARD CONSULTANT TO IMPROVE BOARD MANAGEMENT AND DECISION MAKING EFFICIENCY AS THE BOARD WAS ADDING MEMBERS EACH YEAR. THE EXECUTIVE COMMITTEE WAS INCREASED IN SIZE, THE NUMBER OF ANNUAL IN-PERSON MEETINGS INCREASED, AND THE EXECUTIVE COMMITTEE WAS MANDATED TO MEET AND PREPARE MINUTES WITHIN SIX WEEKS FOR DISTRIBUTION TO THE FULL BOARD. THESE CHANGES WERE MADE TO CREATE A MORE EFFECTIVE GOVERNING BODY FOR AACOM WHILE THE FULL BOARD CONTINUED TO MEET IN PERSON TWICE A YEAR. THESE BYLAW CHANGES OCCURRED ON NOVEMBER 21, 2015. THE AACOM BYLAWS WERE AMENDED TWICE IN FY 2018. ON NOVEMBER 16, 2017, THE BOARD OF DEANS ACCEPTED THE MOTION TO INTEGRATE ASSOCIATION OF OSTEOPATHIC DIRECTORS AND MEDICAL EDUCATORS (AODME) WITHIN AACOM AS AOGME. THE BYLAWS CHANGES PROVIDED AOGME A VOTING SEAT ON THE EXECUTIVE COMMITTEE AND THE BOARD. IT WAS ALSO AGREED THAT WHILE AACOM DOES HAVE A PROVISION THAT PRECLUDES HAVING TWO MEMBERS FROM THE SAME SCHOOL ON THE EXECUTIVE COMMITTEE, ADDITIONAL BYLAWS MODIFICATIONS WOULD BE JUSTIFIED TO PREVENT THAT OCCURRENCE IN THE CONTEXT OF AODME (AOGME) INTEGRATION INTO AACOM AND THAT SUCH BYLAWS CHANGES WOULD BE BROUGHT BACK TO THE BOARD OF DEANS AT ITS APRIL 21, 2018 MEETING. ON APRIL 21, 2018 THE BOARD OF DEANS APPROVED FURTHER BYLAWS CHANGES TO PREVENT A SITUATION WHEREBY TWO MEMBERS OF THE SAME SCHOOL ARE SELECTED TO SERVE ON THE EXECUTIVE COMMITTEE. IF THE CHAIR OF THE ASSEMBLY OR AOGME IS UNABLE TO SERVE, THE AMENDMENTS ALSO ALLOW FOR AN ELECTED REPRESENTATIVE FROM THE GROUP TO FILL THIS ROLE. THE EXECUTIVE COMMITTEE NOW INCLUDES ELECTED OFFICERS ALONG WITH THE CHAIR OF THE ASSEMBLY OF PRESIDENTS, THE IMMEDIATE PAST CHAIR OF THE BOARD, AN AOGME REPRESENTATIVE AND AT LEAST ONE REPRESENTATIVE FROM AN ADDITIONAL OR BRANCH CAMPUS. GENERALLY, THE COMMITTEE INCLUDES REPRESENTATIVES FROM BOTH PUBLIC AND PRIVATE COLLEGES. COMMITTEE COMPOSITION IS REPRESENTATIVE OF THE FULL BODY. 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 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. 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 AACOM EMPLOYED TOWERS WATSON (NOW WILLIS TOWERS WATSON) TO CONDUCT A COMPENSATION ANALYSIS OF THE SALARY AND FRINGE BENEFITS OF THE PRESIDENT/CEO IN JULY 2015. DATA FROM COMPARABLE ORGANIZATIONS AND FROM STUDIES AND REPORTS WERE USED IN THE ANALYSIS. THE COMPENSATION COMMITTEE REVIEWED THE RESULTS OF THE STUDY AND IMPLEMENTED THE FIRM'S RECOMMENDATIONS ON JULY 1, 2015. THE SALARIES OF PRESIDENT/CEO AND OTHER HIGHLY COMPENSATED EMPLOYEES ARE REVIEWED PERIODICALLY BY TOWERS WATSON (NOW WILLIS TOWERS WATSON) AND BY TPO, INC. THE SALARIES OF ALL KEY EMPLOYEES AND STAFF WERE REVIEWED BY TPO, INC. IN MARCH 2018. THE CEO'S RAISES ARE BASED ON PERFORMANCE, DETERMINED IN AN ANNUAL REVIEW GIVEN BY THE BOD, AND CANNOT EXCEED THE PERCENTAGE SPECIFIED IN HIS CONTRACT. AACOM EMPLOYEES RECEIVE INFLATION ADJUSTED-INCREASES EVERY JULY. 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 2,288,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,288,136. GOVERNMENT RELATIONS & ADVOCACY CONSULTING: PROGRAM SERVICE EXPENSES 58,571. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,571. COMMUNICATIONS & MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 126,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 126,110. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 276,118. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 276,118. MEDICAL EDUCATION CONSULTING: PROGRAM SERVICE EXPENSES 200,844. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 200,844. HUMAN RESOURCES CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 94,626. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 94,626. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 482,468. MANAGEMENT AND GENERAL EXPENSES 286,252. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 768,720. FORM 990, PART XI, LINE 9: GRANT REIMBURSEMENTS 500. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.