AMERICAN OSTEOPATHIC ASSOCIATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSTEOPATHIC ASSOCIATION (EIN 36-2170786)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-04-18
- IRS object ID
- 201701089349301400
- Schema version
- 2015v3.0
- 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 | 2017-04-18T16:12:12-05:00 | ReturnTs |
| Tax Period End | 2016-05-31 | 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 | 2015-06-01 | 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 | CEO | PersonTitleTxt |
| Phone | 3122028115 | PhoneNum |
| Signature | 2017-04-15 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $59,295,334 | 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 129,649 osteopathic physicians (DOs) 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 | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 223 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $93,094 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$57,941 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $885,075 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,824,027 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,401,306 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $44,056,948 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,099,013 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,887,267 | CYInvestmentIncomeAmt |
| PY Other Revenue | $495,442 | PYOtherRevenueAmt |
| CY Other Revenue | $1,436,782 | CYOtherRevenueAmt |
| PY Total Revenue | $46,880,836 | PYTotalRevenueAmt |
| CY Total Revenue | $50,205,024 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $972,850 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,573,080 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,094,479 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,463,577 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,259,922 | PYOtherExpensesAmt |
| CY Other Expenses | $27,021,764 | CYOtherExpensesAmt |
| PY Total Expenses | $42,327,251 | PYTotalExpensesAmt |
| CY Total Expenses | $48,058,421 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,553,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,146,603 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $70,039,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,464,559 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,921,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,712,670 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,118,205 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,751,889 | 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 | $5,809,447 | ExpenseAmt |
| Revenue | $6,231,850 | RevenueAmt |
| Desc | Department of Education:The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In tax year 2015, the AOA:Division of Educational Resource Services -Monitored and recorded the progress of 9,103 trainees in 1,200 residency training programs. Division of Postdoctoral Training -Approved 68 new programs (895 positions), increased size of 64 programs and revised 273 programs for Continuing Approval.-Conducted 7 Osteopathic Postdoctoral Training Institution (OPTI) continuing approval site visits. -Executed a national education conference for residency program directors and medical educators. -Approved 435 ACC-ME PGY1 58 Federal/Military PGY1 and 191 ACC-ME PGY2/Fellowship Training applications.Division of Training Program Review Services -Continued its charge of reviewing all osteopathic training programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,360,746 | ExpenseAmt |
| Revenue | $21,617,384 | 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 48,219 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 | $2,036,746 | ExpenseAmt |
| Revenue | $1,127,601 | RevenueAmt |
| Desc | Publications:The AOA publishes 2 peer-reviewed scientific publications: The Journal of the American Osteopathic Association (JAOA) and the AOA Health Watch. These print and online publications provide continuing medical education (CME) to osteopathic physicians (DO's) and other health care professionals, and they complement the education of osteopathic medical students. Approximately 27,000 primary care DO's receive the print copies and more than 110,000 receive the electronic tables of contents for the JAOA. For AOA Health Watch, about 38,500 primary care DO's and specialists receive the print copies, while 100,000 receive electronic alerts about this publication. In addition, the AOA produces an online news publication, The DO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (7 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc | RevenueRevenueAmt |
|---|---|---|---|
| $1,573,080 | $1,573,080 | Grants:Grants provided to the organizations and individuals to further studies in the field of osteopathic medicine. 60 entities were provided with grants totaling $1,573,080 to fund research and advancement for the osteopathic profession. | |
| $3,683,636 | Conventions:Revenues and expenses associated with the annual convention of which main activities include conducting CME and research presentations. | $3,971,715 | |
| $5,775,413 | Department of Certifying Board Services:In 2015, the AOA was responsible for the development of certification and continuous certification processes for over 28,000 osteopathic physician diplomates and for management of the Osteopathic Continuous Cerfication (OCC) process for each of the 18 specialty cerfying boards and their subspecialty certifications. The AOA awarded 2,191 new primary certifications, 206 new subspecialty certifications and 36 new certifications of added qualifications (CAQ's). | $8,361,283 | |
| $8,764,749 | 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 129,649 osteopathic physicians (DO's) and osteopathic medical students in the United States. | $251,517 | |
| $4,565,133 | 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. | ||
| $3,509,634 | Brand Awareness Campaign | ||
| Other Program Revenue | $2,402,504 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $27,871,645 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,573,080 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $14,987,019 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $39,078,584 | 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 | Yes (1) | 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 | 556 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 223 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Mark Baker | ||||||||
| Trustee | 2.00 | Yes (X) | $8,712 | $0 | $0 | |||
| John Becher Jr DO | ||||||||
| President | 37.50 | Yes (X) | $211,558 | $0 | $0 | Yes (X) | ||
| John Bodell DO | ||||||||
| Trustee | 2.00 | Yes (X) | $2,400 | $0 | $0 | |||
| William Burke DO | ||||||||
| Trustee | 2.00 | Yes (X) | $5,700 | $0 | $0 | |||
| Ronald Burns DO | ||||||||
| Trustee | 2.00 | Yes (X) | $8,470 | $0 | $0 | |||
| Boyd Buser DO | ||||||||
| President Elect | 37.50 | Yes (X) | $99,017 | $0 | $0 | Yes (X) | ||
| Mark Cantieri DO | ||||||||
| Trustee | 2.00 | Yes (X) | $3,750 | $0 | $0 | |||
| John Casey DO | ||||||||
| New Physician Prc Rep(as of 07/2015) | 2.00 | Yes (X) | $1,500 | $0 | $0 | |||
| Carisa Champion | ||||||||
| Student Rep (as of 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Alice Chen | ||||||||
| Student Rep (until 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Thomas Ely DO | ||||||||
| Trustee | 2.00 | Yes (X) | $4,500 | $0 | $0 | |||
| Ernest Gelb DO | ||||||||
| Trustee | 2.00 | Yes (X) | $7,003 | $0 | $0 | |||
| Joseph Giaimo DO | ||||||||
| Trustee | 2.00 | Yes (X) | $6,260 | $0 | $0 | |||
| Teresa Hubka DO | ||||||||
| Trustee | 2.00 | Yes (X) | $4,650 | $0 | $0 | |||
| Robert Juhasz DO | ||||||||
| Trustee | 37.50 | Yes (X) | $212,217 | $0 | $0 | Yes (X) | ||
| Jennie Kwon DO | ||||||||
| Intern/Resident Rep (until 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| James Lally DO | ||||||||
| Trustee (as of 07/2015) | 2.00 | Yes (X) | $600 | $0 | $0 | |||
| Craig Magnatta DO | ||||||||
| Trustee | 2.00 | Yes (X) | $4,200 | $0 | $0 | |||
| William Mayo DO | ||||||||
| Trustee | 2.00 | Yes (X) | $6,448 | $0 | $0 | |||
| Mridget E McIlwee DO | ||||||||
| Trustee (until 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ira Monka DO | ||||||||
| Trustee | 2.00 | Yes (X) | $2,850 | $0 | $0 | |||
| Carol L Monson DO | ||||||||
| Trustee (until 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Michael Murphy DO | ||||||||
| Trustee | 2.00 | Yes (X) | $4,800 | $0 | $0 | |||
| Chelsea Nickolson DO | ||||||||
| Intern/Resident Rep (as of 07/2015) | 2.00 | Yes (X) | $1,900 | $0 | $0 | |||
| Geraldine O'Shea DO | ||||||||
| Trustee | 2.00 | Yes (X) | $6,450 | $0 | $0 | |||
| Robert Piccinini DO | ||||||||
| Trustee (as of 07/2015) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan C Sevensma DO | ||||||||
| Trustee (until 07/2015) | 2.00 | Yes (X) | $2,400 | $0 | $0 | |||
| Ray E Stowers DO | ||||||||
| Treasurer (until 07/2015) | 38.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Richard Thacker DO | ||||||||
| Trustee | 2.00 | Yes (X) | $3,300 | $0 | $0 | |||
| Jennifer Thomas DO | ||||||||
| New Physician Prc Rep(until 07/15) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Frank Tursi DO | ||||||||
| Trustee | 2.00 | Yes (X) | $4,500 | $0 | $0 | |||
| Norman Vinn DO | ||||||||
| Trustee | 2.00 | Yes (X) | $2,248 | $0 | $0 | |||
| Barbara Walker DO | ||||||||
| Trustee | 2.00 | Yes (X) | $3,000 | $0 | $0 | |||
| Bruce Wolf DO | ||||||||
| Trustee (as of 05/16) | 2.00 | Yes (X) | $1,000 | $0 | $0 | |||
| Joseph Yasso Jr DO | ||||||||
| Trustee | 2.00 | Yes (X) | $3,600 | $0 | $0 | |||
| Frank W Bedford CPA | ||||||||
| CFO/Controller | 37.50 | $254,758 | $0 | $55,471 | Yes (X) | |||
| Cathy Galligan | ||||||||
| COO | 37.50 | $265,301 | $0 | $43,920 | Yes (X) | |||
| Josh Prober JD | ||||||||
| Legal Counsel | 37.50 | $263,878 | $0 | $55,818 | Yes (X) | |||
| Adrienne White-Faines MPA | ||||||||
| CEO | 37.50 | $465,873 | $0 | $41,851 | Yes (X) | |||
| Michael Mallie | ||||||||
| Department SVP | 37.50 | $159,878 | $0 | $44,369 | Yes (X) | |||
| Linda Mascheri | ||||||||
| Department Director | 37.50 | $170,680 | $0 | $28,745 | Yes (X) | |||
| Sherry McAuliffe DO | ||||||||
| Department Director | 37.50 | $183,701 | $0 | $26,860 | Yes (X) | |||
| James Swartwout | ||||||||
| Department SVP | 37.50 | $279,558 | $0 | $54,903 | Yes (X) | |||
| Phil Atwood | ||||||||
| Chief Information Officer | 37.50 | $192,810 | $0 | $24,979 | Yes (X) | |||
| Ollie McCarroll | ||||||||
| Department Director | 37.50 | $199,596 | $0 | $14,131 | Yes (X) | |||
| Ray Quintero | ||||||||
| Department Director | 37.50 | $202,630 | $0 | $18,691 | Yes (X) | |||
| Charles Simpson | ||||||||
| Chief Communications Officer | 37.50 | $239,002 | $0 | $50,808 | Yes (X) | |||
| Stephan Trent DO | ||||||||
| Department Director | 37.50 | $191,483 | $0 | $38,754 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,692,181 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $499,300 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | 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 | $3,440,332 |
| United Airlines | |||||
| 213 Network Place | Chicago | IL | 60673 | Airline Services | $816,742 |
| CE City | |||||
| 285 Waterfront Drive E Ste 100 | Homestead | PA | 15120 | Healthcare Technology Services | $590,866 |
| PSAV | |||||
| 5100 N River Rd Ste 300 | Schiller Park | IL | 60176 | Audio/Visual Rentals | $500,048 |
| 360 Live Media | |||||
| 1717 Rhode Island Ave NW Ste 640 | Washington | DC | 20036 | Marketing | $442,549 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,824,027 | AllOtherContributionsAmt |
| Total Contributions | $2,824,027 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Dues | 900099 | $20,725,397 | $20,725,397 |
| Certifying Boards | 900099 | $8,361,283 | $8,361,283 |
| Post Doctoral Ed Fees | 900099 | $4,384,444 | $4,384,444 |
| Convention | 900099 | $3,971,715 | $3,971,715 |
| Certification Fees | 900099 | $1,847,406 | $1,847,406 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,766,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,673,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $93,094 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $44,056,948 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $764,396 | TotalRevenueColumnAmt |
| Exclusion | $764,396 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,087,624 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,631,263 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $456,361 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $456,361 | TotalRevenueColumnAmt |
| Exclusion | $456,361 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,581,918 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,459,047 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,122,871 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,122,871 | TotalRevenueColumnAmt |
| Exclusion | $1,122,871 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Vendor Rebates | 900099 | $141,826 | $141,826 |
| Admin Fee paid from A.T. STill | 900099 | $16,000 | $16,000 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $822,595 | TotalRevenueColumnAmt |
| Exclusion | $822,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $980,421 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,205,024 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,963,854 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $93,094 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,324,049 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $896,176 | TotalAmt |
| Program Services | $896,176 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,904 | TotalAmt |
| Program Services | $676,904 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,063,671 | TotalAmt |
| Program Services | $1,712,132 | ProgramServicesAmt |
| Management And General | $351,539 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,722,887 | TotalAmt |
| Program Services | $11,400,183 | ProgramServicesAmt |
| Management And General | $2,322,704 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,856 | TotalAmt |
| Program Services | $729,978 | ProgramServicesAmt |
| Management And General | $148,878 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,696,980 | TotalAmt |
| Program Services | $1,409,512 | ProgramServicesAmt |
| Management And General | $287,468 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,101,183 | TotalAmt |
| Program Services | $914,643 | ProgramServicesAmt |
| Management And General | $186,540 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,613 | TotalAmt |
| Management And General | $364,613 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,784 | TotalAmt |
| Management And General | $74,784 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $671,912 | TotalAmt |
| Management And General | $671,912 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,965 | TotalAmt |
| Management And General | $195,965 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,360,816 | TotalAmt |
| Program Services | $2,770,073 | ProgramServicesAmt |
| Management And General | $590,743 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,983 | TotalAmt |
| Program Services | $80,554 | ProgramServicesAmt |
| Management And General | $16,429 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909,623 | TotalAmt |
| Program Services | $2,416,733 | ProgramServicesAmt |
| Management And General | $492,890 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,521,691 | TotalAmt |
| Program Services | $1,263,917 | ProgramServicesAmt |
| Management And General | $257,774 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,638 | TotalAmt |
| Program Services | $1,115,195 | ProgramServicesAmt |
| Management And General | $227,443 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,966,569 | TotalAmt |
| Program Services | $1,730,476 | ProgramServicesAmt |
| Management And General | $236,093 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,486,916 | TotalAmt |
| Program Services | $3,726,832 | ProgramServicesAmt |
| Management And General | $760,084 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $701,855 | TotalAmt |
| Program Services | $582,961 | ProgramServicesAmt |
| Management And General | $118,894 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,257 | TotalAmt |
| Program Services | $128,126 | ProgramServicesAmt |
| Management And General | $26,131 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Certifying Boards | $5,835,022 | $4,749,526 | $1,085,496 |
| Printing & Publications | $2,036,745 | $1,691,720 | $345,025 |
| Contract Services | $412,195 | $342,369 | $69,826 |
| Dues | $274,934 | $228,360 | $46,574 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $614,246 | TotalAmt |
| Program Services | $512,214 | ProgramServicesAmt |
| Management And General | $102,032 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,058,421 | TotalAmt |
| Program Services | $39,078,584 | ProgramServicesAmt |
| Management And General | $8,979,837 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,058,495 | BOYAmt |
| EOY | $30,037,655 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,790,530 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $990,255 | BOYAmt |
| EOY | $1,247,736 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,511,548 | BOYAmt |
| EOY | $2,123,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,209,562 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,040,831 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,657,309 | BOYAmt |
| EOY | $9,168,731 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,558,961 | BOYAmt |
| EOY | $29,021,521 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $263,424 | BOYAmt |
| EOY | $74,601 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,039,992 | BOYAmt |
| EOY | $73,464,559 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,239,538 | BOYAmt |
| EOY | $4,882,521 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,545,114 | BOYAmt |
| EOY | $20,677,312 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,135 | BOYAmt |
| EOY | $1,152,837 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,921,787 | BOYAmt |
| EOY | $26,712,670 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,453,899 | BOYAmt |
| EOY | $44,342,989 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,306 | BOYAmt |
| EOY | $2,408,900 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,118,205 | BOYAmt |
| EOY | $46,751,889 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,039,992 | BOYAmt |
| EOY | $73,464,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,146,603 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,512,919 | 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 | $3,332,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,984,841 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,223,739 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $885,075 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,824,027 | CurrentTaxYearAmt |
| Total | $10,250,535 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,628,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,540,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,445,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,401,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,056,948 | CurrentTaxYearAmt |
| Total | $202,073,321 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,961,800 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $40,525,164 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,669,536 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,286,381 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,880,975 | CurrentTaxYearAmt |
| Total | $212,323,856 | 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 | $212,323,856 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,842,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,396,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,391,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,358,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,852,020 | CurrentTaxYearAmt |
| Total | $14,841,121 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,842,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,396,787 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,391,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,358,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,852,020 | CurrentTaxYearAmt |
| Total | $14,841,121 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $355,589 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $342,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $411,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $980,421 | CurrentTaxYearAmt |
| Total | $2,422,799 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,159,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,264,863 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,472,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,977,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,713,416 | CurrentTaxYearAmt |
| Total | $229,587,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92480 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92590 | PublicSupportPY509Pct |
| Investment Income CY | 0.06460 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06590 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50,167 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $621,745 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $671,912 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $47,386,509 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,058,421 | 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 | $790,220 | CurrentYearMinus3Amt |
| Current Year Minus2 | $804,055 | CurrentYearMinus2Amt |
| Current Year Minus1 | $655,097 | CurrentYearMinus1Amt |
| Current Year | $671,912 | CurrentYearAmt |
| Total | $2,921,284 | 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 | $35,361 | CurrentYearMinus3Amt |
| Current Year Minus2 | $110,316 | CurrentYearMinus2Amt |
| Current Year Minus1 | $19,320 | CurrentYearMinus1Amt |
| Current Year | $50,167 | CurrentYearAmt |
| Total | $215,164 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
| Other Expenditures | $0 | OtherExpendituresAmt |
| End Year Balance | $7,478,388 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,973,557 | BeginningYearBalanceAmt |
| Contributions | $292,736 | ContributionsAmt |
| Investment Earnings Or Losses | $903,823 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $668,732 | GrantsOrScholarshipsAmt |
| Other Expenditures | $295,965 | OtherExpendituresAmt |
| End Year Balance | $7,205,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,606,166 | BeginningYearBalanceAmt |
| Contributions | $483,733 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,375,509 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $481,878 | GrantsOrScholarshipsAmt |
| Other Expenditures | $258,955 | OtherExpendituresAmt |
| End Year Balance | $6,973,557 | 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 | $19,079,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,040,831 | DepreciationAmt |
| Book Value | $1,038,268 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,505,463 | OtherCostOrOtherBasisAmt |
| Book Value | $6,505,463 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,168,731 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Incentive - Tenant Improvements | $354,250 |
| Lease Incentive - Deferred Rent | $392,926 |
| Other Liabilities | $405,661 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,152,837 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $47,496,140 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,512,919 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,512,919 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,009,059 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $195,965 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $195,965 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,205,024 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,862,456 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,862,456 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $195,965 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $195,965 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $48,058,421 | 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 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, 2016 and 2015, there were no unrecognized tax positions identified or recorded as liabilities. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Midwestern University | |||||||
| 555 31st St | Downers Grove | IL | 60515 | 363377698 | 501(c)(3) | $181,103 | To fund research for the advancement of the osteopathic profession |
| University of North Texas Health Science Center | |||||||
| 3500 Camp Bowie Blvd | Fort Worth | TX | 76107 | 755064033 | Government | $149,953 | To fund research for the advancement of the osteopathic profession. |
| Edward Via College of Osteopathic Medicine | |||||||
| 350 Howard St | Spartanburg | SC | 29303 | 542052107 | 501(c)(3) | $149,705 | To fund research for the advancement of the osteopathic profession. |
| New York Institute of Technology | |||||||
| Rockefeller Room 3314F | Old Wesbury | NY | 11568 | 111788788 | 501(c)(3) | $139,708 | To fund research for the advancement of the osteopathic profession. |
| LECOM | |||||||
| 20 Seton Hill Dr | Greensburg | PA | 15601 | 251698677 | 501(c)(3) | $87,606 | To fund research for the advancement of the osteopathic profession |
| Western University of Health Sciences COM of the Pacific | |||||||
| 309 E Second St | Pomona | CA | 91766 | 953127273 | 501(c)(3) | $82,108 | To fund research for the advancement of the osteopathic profession. |
| AODME | |||||||
| 142 E Ontario St | Chicago | IL | 60611 | 237109544 | 501(c)(3) | $20,000 | Dedicated to the education of Students in medicine, health and behavioral sciences. |
| Association of Healthcare Journalists | |||||||
| 204 Murphy hall 206 Church SE | Minneapolis | MN | 55455 | 411908037 | 501(c)(3) | $20,000 | To fund research for the advancement of the osteopathic profession. |
| AACOM | |||||||
| 5550 Friendship Blvd Ste 310 | Chevy Chase | MD | 20815 | 237190271 | 501(c)(3) | $15,600 | To fund research for the advancement of the osteopathic profession. |
| AT Still University | |||||||
| 800 West Jefferson Street | Kirksville | MO | 63501 | 430356250 | 501(c)(3) | $12,893 | To fund research for the advancement of the osteopathic profession |
| AMA | |||||||
| 330 N Wabash Ave Ste 39300 | Chicago | IL | 60611 | 360727175 | 501(c)(3) | $12,500 | To fund research of medical educalion and training. |
| AOF | |||||||
| 142 E Ontario St | Chicago | IL | 60611 | 366056120 | 501(c)(3) | $10,000 | To fund the AOA Presidential Memorial Fund |
| Arizona Osteopathic Medical Association | |||||||
| 5150 N 16th St Ste A-122 | Phoenix | AZ | 85016 | 866052826 | 501(c)(3) | $5,000 | To fund research for the advancement of the osteopathic profession. |
| William Carey University | |||||||
| WCU Box 207/498 Tuscan Drive | Hattiesburg | MS | 39402 | 640329300 | 501(c)(3) | $5,000 | To fund research for the advancement of the osteopathic profession. |
| ACOFP | |||||||
| 330 E Algonquin Rd | Arlington Heights | IL | 60005 | 363341154 | 501(c)(3) | $5,000 | To fund research for the advancement of the osteopathic profession. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 14 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Grants to promote the ability to perform research in the field of osteopathic medicine | 34 | $661,353 |
| Grants to individuals | 22 | $15,551 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| John Becher Jr DO | ||||||||||||||
| President | $211,558 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $211,558 | $0 | $0 | $0 |
| Robert Juhasz DO | ||||||||||||||
| Trustee | $212,217 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $212,217 | $0 | $0 | $0 |
| Frank W Bedford CPA | ||||||||||||||
| CFO/Controller | $238,708 | $0 | $14,854 | $0 | $1,196 | $0 | $18,427 | $0 | $37,044 | $0 | $310,229 | $0 | $0 | $0 |
| Cathy Galligan | ||||||||||||||
| COO | $244,481 | $0 | $17,388 | $0 | $3,432 | $0 | $14,341 | $0 | $29,579 | $0 | $309,221 | $0 | $0 | $0 |
| Josh Prober JD | ||||||||||||||
| Legal Counsel | $247,601 | $0 | $15,081 | $0 | $1,196 | $0 | $19,124 | $0 | $36,694 | $0 | $319,696 | $0 | $0 | $0 |
| Adrienne White-Faines MPA | ||||||||||||||
| CEO | $421,915 | $0 | $41,722 | $0 | $2,236 | $0 | $25,509 | $0 | $16,342 | $0 | $507,724 | $0 | $0 | $0 |
| Michael Mallie | ||||||||||||||
| Department SVP | $159,878 | $0 | $0 | $0 | $0 | $0 | $14,012 | $0 | $30,357 | $0 | $204,247 | $0 | $0 | $0 |
| Linda Mascheri | ||||||||||||||
| Department Director | $162,040 | $0 | $8,640 | $0 | $0 | $0 | $10,805 | $0 | $17,940 | $0 | $199,425 | $0 | $0 | $0 |
| Sherry McAuliffe DO | ||||||||||||||
| Department Director | $177,521 | $0 | $3,555 | $0 | $2,625 | $0 | $14,207 | $0 | $12,653 | $0 | $210,561 | $0 | $0 | $0 |
| James Swartwout | ||||||||||||||
| Department SVP | $258,783 | $0 | $17,343 | $0 | $3,432 | $0 | $19,322 | $0 | $35,581 | $0 | $334,461 | $0 | $0 | $0 |
| Phil Atwood | ||||||||||||||
| Chief Information Officer | $180,886 | $0 | $9,196 | $0 | $2,728 | $0 | $13,610 | $0 | $11,369 | $0 | $217,789 | $0 | $0 | $0 |
| Ollie McCarroll | ||||||||||||||
| Department Director | $197,807 | $0 | $0 | $0 | $1,789 | $0 | $14,131 | $0 | $0 | $0 | $213,727 | $0 | $0 | $0 |
| Ray Quintero | ||||||||||||||
| Department Director | $190,668 | $0 | $11,569 | $0 | $393 | $0 | $8,227 | $0 | $10,464 | $0 | $221,321 | $0 | $0 | $0 |
| Charles Simpson | ||||||||||||||
| Chief Communications Officer | $224,182 | $0 | $14,040 | $0 | $780 | $0 | $13,446 | $0 | $37,362 | $0 | $289,810 | $0 | $0 | $0 |
| Stephan Trent DO | ||||||||||||||
| Department Director | $185,160 | $0 | $3,500 | $0 | $2,823 | $0 | $13,529 | $0 | $25,225 | $0 | $230,237 | $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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | 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 Executive Director, officers and key employees are set based upon information provided by an external compensation service, who furnishes information drawn from surveys of information (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 Executive Director'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 Committee on Administrative Personnel also reviews and makes recommendations to the Board of Trustees regarding aggregate compensation for the other officers and key employees. |
| 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 - http://www.osteopathic.org/Pages/default.aspx. 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). |
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 | Yes (1) | 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 (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AT Still Osteopathic Foundation and Research Institute | ||
| L | $16,000 | FMV |
| American Osteopathic Information Association | ||
| M | $78,967 | FMV |
| American Osteopathic Information Association | ||
| Q | $1,794,942 | FMV |
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