2017-04-18T16:12:12-05:00 2016-05-31 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2015-06-01 362170786 American Osteopathic Association AMER 3122028115 142 East Ontario Street Chicago IL 60611 Adrienne White-Faines CEO 3122028115 2017-04-15 1 Zack Fortsch P00052725 3126343400 2015 2021-01-29 14:40:06Z Adrienne White-Faines 142 East Ontario Street Chicago IL 60611 59295334 0 X www.osteopathic.org X 1897 IL 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. 28 25 223 0 93094 -57941 885075 2824027 43401306 44056948 2099013 1887267 495442 1436782 46880836 50205024 972850 1573080 0 0 17094479 19463577 0 0 0 24259922 27021764 42327251 48058421 4553585 2146603 70039992 73464559 22921787 26712670 47118205 46751889 X The AOA's mission is to advance the distinctive philosophy and practice of osteopathic medicine. 0 0 5809447 6231850 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. 3360746 21617384 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. 2036746 1127601 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. 1573080 1573080 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. 3683636 3971715 Conventions:Revenues and expenses associated with the annual convention of which main activities include conducting CME and research presentations. 5775413 8361283 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). 8764749 251517 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. 4565133 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. 3509634 Brand Awareness Campaign 2402504 Other Program Revenue 27871645 1573080 14987019 39078584 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 556 0 1 223 1 1 1 0 0 0 0 0 0 0 0 0 X 28 25 0 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 IL X Frank Bedford CPA 3122028115 142 East Ontario Street Chicago IL 60611 Mark Baker Trustee 2.00 X 8712 0 0 John Becher Jr DO President 37.50 X X 211558 0 0 John Bodell DO Trustee 2.00 X 2400 0 0 William Burke DO Trustee 2.00 X 5700 0 0 Ronald Burns DO Trustee 2.00 X 8470 0 0 Boyd Buser DO President Elect 37.50 X X 99017 0 0 Mark Cantieri DO Trustee 2.00 X 3750 0 0 John Casey DO New Physician Prc Rep(as of 07/2015) 2.00 X 1500 0 0 Carisa Champion Student Rep (as of 07/2015) 2.00 X 0 0 0 Alice Chen Student Rep (until 07/2015) 2.00 X 0 0 0 Thomas Ely DO Trustee 2.00 X 4500 0 0 Ernest Gelb DO Trustee 2.00 X 7003 0 0 Joseph Giaimo DO Trustee 2.00 X 6260 0 0 Teresa Hubka DO Trustee 2.00 X 4650 0 0 Robert Juhasz DO Trustee 37.50 X X 212217 0 0 Jennie Kwon DO Intern/Resident Rep (until 07/2015) 2.00 X 0 0 0 James Lally DO Trustee (as of 07/2015) 2.00 X 600 0 0 Craig Magnatta DO Trustee 2.00 X 4200 0 0 William Mayo DO Trustee 2.00 X 6448 0 0 Mridget E McIlwee DO Trustee (until 07/2015) 2.00 X 0 0 0 Ira Monka DO Trustee 2.00 X 2850 0 0 Carol L Monson DO Trustee (until 07/2015) 2.00 X 0 0 0 Michael Murphy DO Trustee 2.00 X 4800 0 0 Chelsea Nickolson DO Intern/Resident Rep (as of 07/2015) 2.00 X 1900 0 0 Geraldine O'Shea DO Trustee 2.00 X 6450 0 0 Robert Piccinini DO Trustee (as of 07/2015) 2.00 X 0 0 0 Susan C Sevensma DO Trustee (until 07/2015) 2.00 X 2400 0 0 Ray E Stowers DO Treasurer (until 07/2015) 38.00 X X 0 0 0 Richard Thacker DO Trustee 2.00 X 3300 0 0 Jennifer Thomas DO New Physician Prc Rep(until 07/15) 2.00 X 0 0 0 Frank Tursi DO Trustee 2.00 X 4500 0 0 Norman Vinn DO Trustee 2.00 X 2248 0 0 Barbara Walker DO Trustee 2.00 X 3000 0 0 Bruce Wolf DO Trustee (as of 05/16) 2.00 X 1000 0 0 Joseph Yasso Jr DO Trustee 2.00 X 3600 0 0 Frank W Bedford CPA CFO/Controller 37.50 X 254758 0 55471 Cathy Galligan COO 37.50 X 265301 0 43920 Josh Prober JD Legal Counsel 37.50 X 263878 0 55818 Adrienne White-Faines MPA CEO 37.50 X 465873 0 41851 Michael Mallie Department SVP 37.50 X 159878 0 44369 Linda Mascheri Department Director 37.50 X 170680 0 28745 Sherry McAuliffe DO Department Director 37.50 X 183701 0 26860 James Swartwout Department SVP 37.50 X 279558 0 54903 Phil Atwood Chief Information Officer 37.50 X 192810 0 24979 Ollie McCarroll Department Director 37.50 X 199596 0 14131 Ray Quintero Department Director 37.50 X 202630 0 18691 Charles Simpson Chief Communications Officer 37.50 X 239002 0 50808 Stephan Trent DO Department Director 37.50 X 191483 0 38754 3692181 0 499300 15 0 1 0 Cramer-Krasselt Drawer 975 Milwaukee WI 53259 Advertising 3440332 United Airlines 213 Network Place Chicago IL 60673 Airline Services 816742 CE City 285 Waterfront Drive E Ste 100 Homestead PA 15120 Healthcare Technology Services 590866 PSAV 5100 N River Rd Ste 300 Schiller Park IL 60176 Audio/Visual Rentals 500048 360 Live Media 1717 Rhode Island Ave NW Ste 640 Washington DC 20036 Marketing 442549 5 2824027 2824027 Membership Dues 900099 20725397 20725397 Certifying Boards 900099 8361283 8361283 Post Doctoral Ed Fees 900099 4384444 4384444 Convention 900099 3971715 3971715 Certification Fees 900099 1847406 1847406 4766703 4673609 93094 44056948 764396 764396 3087624 2631263 456361 456361 456361 7581918 6459047 1122871 1122871 1122871 Vendor Rebates 900099 141826 141826 Admin Fee paid from A.T. STill 900099 16000 16000 822595 822595 980421 50205024 43963854 93094 3324049 896176 896176 676904 676904 2063671 1712132 351539 13722887 11400183 2322704 878856 729978 148878 1696980 1409512 287468 1101183 914643 186540 364613 364613 74784 74784 671912 671912 195965 195965 3360816 2770073 590743 96983 80554 16429 2909623 2416733 492890 1521691 1263917 257774 1342638 1115195 227443 1966569 1730476 236093 4486916 3726832 760084 701855 582961 118894 154257 128126 26131 Certifying Boards 5835022 4749526 1085496 Printing & Publications 2036745 1691720 345025 Contract Services 412195 342369 69826 Dues 274934 228360 46574 614246 512214 102032 48058421 39078584 8979837 0 28058495 30037655 1790530 990255 1247736 1511548 2123785 27209562 18040831 9657309 9168731 29558961 29021521 263424 74601 70039992 73464559 3239538 4882521 18545114 20677312 1137135 1152837 22921787 26712670 X 46453899 44342989 664306 2408900 47118205 46751889 70039992 73464559 2146603 -2512919 0 X 0 1 X 1 0 X 3332853 1984841 1223739 885075 2824027 10250535 34628947 38540323 41445797 43401306 44056948 202073321 37961800 40525164 42669536 44286381 46880975 212323856 0 0 0 212323856 2842027 2396787 2391992 3358295 3852020 14841121 2842027 2396787 2391992 3358295 3852020 14841121 355589 342912 411101 332776 980421 2422799 41159416 43264863 45472629 47977452 51713416 229587776 0.92480 0.92590 0.06460 0.06590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50167 621745 671912 47386509 48058421 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 790220 804055 655097 671912 2921284 250000 250000 250000 250000 1000000 1500000 35361 110316 19320 50167 215164 7730431 213145 -198532 266656 0 7478388 7711001 135430 311594 210115 217479 7730431 7205419 245386 735054 219048 255810 7711001 6973557 292736 903823 668732 295965 7205419 8606166 483733 -1375509 481878 258955 6973557 1.00000 0.00000 0.00000 0 0 1625000 1625000 19079099 18040831 1038268 6505463 6505463 9168731 Lease Incentive - Tenant Improvements 354250 Lease Incentive - Deferred Rent 392926 Other Liabilities 405661 1152837 X 47496140 -2512919 -2512919 50009059 195965 195965 50205024 47862456 0 47862456 195965 195965 48058421 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. 1 Midwestern University 555 31st St Downers Grove IL 60515 363377698 501(c)(3) 181103 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 149953 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) 149705 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) 139708 To fund research for the advancement of the osteopathic profession. LECOM 20 Seton Hill Dr Greensburg PA 15601 251698677 501(c)(3) 87606 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) 82108 To fund research for the advancement of the osteopathic profession. AODME 142 E Ontario St Chicago IL 60611 237109544 501(c)(3) 20000 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) 20000 To fund research for the advancement of the osteopathic profession. AACOM 5550 Friendship Blvd Ste 310 Chevy Chase MD 20815 237190271 501(c)(3) 15600 To fund research for the advancement of the osteopathic profession. AT Still University 800 West Jefferson Street Kirksville MO 63501 430356250 501(c)(3) 12893 To fund research for the advancement of the osteopathic profession AMA 330 N Wabash Ave Ste 39300 Chicago IL 60611 360727175 501(c)(3) 12500 To fund research of medical educalion and training. AOF 142 E Ontario St Chicago IL 60611 366056120 501(c)(3) 10000 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) 5000 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) 5000 To fund research for the advancement of the osteopathic profession. ACOFP 330 E Algonquin Rd Arlington Heights IL 60005 363341154 501(c)(3) 5000 To fund research for the advancement of the osteopathic profession. 14 1 Grants to promote the ability to perform research in the field of osteopathic medicine 34 661353 Grants to individuals 22 15551 Part I, Line 2: 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. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 John Becher Jr DO President 211558 0 0 0 0 0 0 0 0 0 211558 0 0 0 Robert Juhasz DO Trustee 212217 0 0 0 0 0 0 0 0 0 212217 0 0 0 Frank W Bedford CPA CFO/Controller 238708 0 14854 0 1196 0 18427 0 37044 0 310229 0 0 0 Cathy Galligan COO 244481 0 17388 0 3432 0 14341 0 29579 0 309221 0 0 0 Josh Prober JD Legal Counsel 247601 0 15081 0 1196 0 19124 0 36694 0 319696 0 0 0 Adrienne White-Faines MPA CEO 421915 0 41722 0 2236 0 25509 0 16342 0 507724 0 0 0 Michael Mallie Department SVP 159878 0 0 0 0 0 14012 0 30357 0 204247 0 0 0 Linda Mascheri Department Director 162040 0 8640 0 0 0 10805 0 17940 0 199425 0 0 0 Sherry McAuliffe DO Department Director 177521 0 3555 0 2625 0 14207 0 12653 0 210561 0 0 0 James Swartwout Department SVP 258783 0 17343 0 3432 0 19322 0 35581 0 334461 0 0 0 Phil Atwood Chief Information Officer 180886 0 9196 0 2728 0 13610 0 11369 0 217789 0 0 0 Ollie McCarroll Department Director 197807 0 0 0 1789 0 14131 0 0 0 213727 0 0 0 Ray Quintero Department Director 190668 0 11569 0 393 0 8227 0 10464 0 221321 0 0 0 Charles Simpson Chief Communications Officer 224182 0 14040 0 780 0 13446 0 37362 0 289810 0 0 0 Stephan Trent DO Department Director 185160 0 3500 0 2823 0 13529 0 25225 0 230237 0 0 0 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. 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). 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 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 AT Still Osteopathic Foundation and Research Institute L 16000 FMV American Osteopathic Information Association M 78967 FMV American Osteopathic Information Association Q 1794942 FMV