2016-04-04T11:54:20-05:00 2015-06-30 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2014-07-01 237190271 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE AMER 3019684100 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 STEPHEN C SHANNON DOMPH PRESIDENT & CEO 3019684100 2016-04-04 1 DEBORAH G KOSNETT P00290720 2022932200 2016-04-01 2014 2016-08-17 19:52:53Z AACOM STEPHEN C SHANNON DO M 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 18440892 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. 32 32 43 38 0 0 0 73633 10098105 11547561 713835 660272 43182 27063 10855122 12308529 18400 166824 0 0 4090806 4896228 0 0 0 4701365 4871191 8810571 9934243 2044551 2374286 20885202 20994924 4577407 2808316 16307795 18186608 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. 0 0 2109444 11177247 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 2015, 31 COLLEGES AND APPROXIMATELY 20,670 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. GENERALLY, AACOM RECRUITS FOR ABOUT 100 DAYS THROUGHOUT EACH YEAR. 1632278 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. 1032833 0 12039 COMMUNICATIONS AND MARKETING - THE AACOM COMMUNICATIONS AND MARKETING DEPARTMENT WORKS TO COMPLETE INITIATIVES AND PRIORITIES AS OUTLINED BY THE ASSOCIATION'S STRATEGIC PLAN. THROUGH COORDINATED AND STRATEGIC MESSAGING, THE DEPARTMENT PROVIDES A UNIFIED VOICE FOR ITS MEMBER COLLEGES AND PROMOTES THE MISSION OF THE ASSOCIATION. THE DEPARTMENT LEVERAGES AACOM'S ONLINE PLATFORMS AND CHANNELS--INCLUDING D.O. MORE, AACOM'S FIRST BRANDED SOCIAL MEDIA CAMPAIGN--TO RAISE AWARENESS ABOUT THE VALUE OF OSTEOPATHIC MEDICAL EDUCATION. THE DEPARTMENT ALSO PROVIDES A MEMBERS-ONLY DISCUSSION FORUM FOR MEMBERS, COUNCILS, AND COMMITTEES TO CONNECT AND EXCHANGE INFORMATION WITH COLLEAGUES AND WITH AACOM STAFF. THE DEPARTMENT WORKS TO PRODUCE PUBLICATIONS AND RESOURCES, INCLUDING RECRUITMENT MATERIALS, THE ANNUAL OSTEOPATHIC MEDICAL COLLEGE INFORMATION BOOK (CIB), AND A MONTHLY E-NEWSLETTER THAT REACHES OVER 8,000 SUBSCRIBERS. THE DEPARTMENT CARRIES OUT PRODUCTION OF ALL AACOM DESIGN AND CREATIVE PROJECTS, AND RUNS THE ANNUAL EXCELLENCE IN COMMUNICATIONS AWARDS PROGRAM, WHICH RECOGNIZES COLLEGES OF OSTEOPATHIC MEDICINE FOR OUTSTANDING ACHIEVEMENTS IN COMMUNICATIONS, MARKETING, MEDIA RELATIONS, AND PRODUCTION. 960834 140756 OFFICE OF MEDICAL EDUCATION - THE AACOM OFFICE OF MEDICAL EDUCATION WORKS WITH MEMBER COLLEGES TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICAL EDUCATION 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, 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. TWENTY THREE GRANTS TOTALING $140,756 WERE AWARDED DURING THE YEAR ENDED JUNE 30, 2015 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. 864834 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. 787963 358275 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. 324953 3568 COUNCIL OF STUDENT GOVERNMENT PRESIDENTS (COSGP) 236996 VISITING STUDENT APPLICATION SERVICE 22500 22500 PRESIDENT CONTINGENCY FUND 3198080 166824 358275 7972635 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 43 0 0 0 0 0 0 0 0 0 0 0 X 32 32 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X JOHN E ROANE JR CHIEF OPERATING 3019684144 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 MICHAEL B CLEARFIELD DO FACP FACO CHAIR 3.00 X X 0 0 0 THOMAS A CAVALIERI DO VICE CHAIR (1/1/15-6/30/15) 3.00 X X 0 0 0 KAREN J NICHOLS DO MA VICE CHAIR (7/1/14-12/31/14) 3.00 X X 0 0 0 WILLIAM D STRAMPEL DO SECRETARY/TREASURER (1/1/15-6/30/15) 3.00 X X 0 0 0 KENNETH J VEIT DO MBA IMMEDIATE PAST CHAIR 1.00 X 0 0 0 ANITA KALOUSEK DO MS DIRECTOR (7/1/14-6/4/15) 1.00 X 0 0 0 ANTHONY J SILVAGNI DO DIRECTOR (7/1/14-1/31/15) 1.00 X 0 0 0 BOYD R BUSER DO FACOFP DIRECTOR 1.00 X 0 0 0 BRUCE D DUBIN DO JD FCLM FACOI DIRECTOR 1.00 X 0 0 0 CRAIG BOISVERT DO DIRECTOR (7/23/14-6/30/15) 1.00 X 0 0 0 CRAIG J LENZ DO DIRECTOR 1.00 X 0 0 0 DIXIE TOOKE-RAWLINS DO DIRECTOR & MEMBER-AT-LARGE EXEC COMMITTEE 1.00 X 0 0 0 DON N PESKA DO MED DIRECTOR 1.00 X 0 0 0 DOUGLAS L WOOD DO PHD DIRECTOR 1.00 X 0 0 0 ELAINE WALLACE DO MSC DIRECTOR (2/1/15-6/30/15) 1.00 X 0 0 0 GEORGE MYCHASKIW DO FAAP FACOP DIRECTOR (4/25/15-6/30/15) 1.00 X 0 0 0 JAMES D POLK DO MS DIRECTOR 1.00 X 0 0 0 JAMES M TURNER DO DIRECTOR 1.00 X 0 0 0 JEFFREY MORGAN DO MA FACOI DIRECTOR (6/5/15-6/30/15) 1.00 X 0 0 0 JOHN M KAUFFMAN JR DO DIRECTOR 1.00 X 0 0 0 KAYSE M SHRUM DO DIRECTOR 1.00 X 0 0 0 KENNETH H JOHNSON DO DIRECTOR 1.00 X 0 0 0 LORENZO L PENCE DO DIRECTOR (7/1/14-7/22/14) 1.00 X 0 0 0 LORI A KEMPER DO DIRECTOR 1.00 X 0 0 0 MARGARET A WILSON DO DIRECTOR 1.00 X 0 0 0 MICHAEL WIETING DO MED DIRECTOR (1/1/15-6/30/15) 1.00 X 0 0 0 PAUL EVANS DO DIRECTOR 1.00 X 0 0 0 PAULA CRONE DO DIRECTOR 1.00 X 0 0 0 RAY E STOWERS DO DIRECTOR (7/1/14-12/31/14) 1.00 X 0 0 0 RICHARD TERRY DO MBA FAAFP FACOFP DIRECTOR 1.00 X 0 0 0 ROBERT B GOLDBERG DO DIRECTOR 1.00 X 0 0 0 RONNIE B MARTIN DO RPA DIRECTOR 1.00 X 0 0 0 THOMAS A SCANDALIS DO FAOASM DIRECTOR 1.00 X 0 0 0 THOMAS BOYLE DO MA DIRECTOR (1/1/15-6/30/15) 1.00 X 0 0 0 THOMAS TOLD DO FACOFP DIRECTOR 1.00 X 0 0 0 WOLFGANG G GILLIAR DO DIRECTOR 1.00 X 0 0 0 MICHAEL ADELMAN DIRECTOR & CHAIR OF ASSEMBLY OF PRESIDENTS 1.00 X 0 0 0 STEPHEN SHANNON PRESIDENT, CEO 37.50 X 466428 0 54307 JOHN E ROANE JR CHIEF OPERATING OFFICER, COO 37.50 X 216941 0 32073 PAMELA MURPHY VP OF GOVERNMENT RELATIONS 37.50 X 197982 0 19018 LUKE MORTENSEN VP AND CHAIR FOR MEDICAL EDUCATION 37.50 X 188323 0 26111 TYLER CYMET ASSOCIATE VP FOR MEDICAL EDUCATION, CHIEF OF CLINI 37.50 X 215652 0 47048 THOMAS LEVITAN VP RESEARCH & ASSISTANT TO PRESIDENT 37.50 X 193752 0 28734 LISA COLE VP OF COMMUNICATIONS & MARKETING 37.50 X 159106 0 9553 MARY-LYNN BENDER ASSISTANT DIRECTOR OF GOV'T RELATIONS 37.50 X 114437 0 19585 GINA MOSES ASSOCIATE DIRECTOR OF RECRUITMENT & APPLICATION SE 37.50 X 108754 0 20304 1861375 0 256733 12 0 1 0 INTERFOLIO INC 1025 CONNECTICUT AVE NW SUITE WASHINGTON DC 20036 TECHNOLOGY SUPPORT 230000 THE PERSONNEL OFFICE 419 WEST BROAD STREET SUITE 204 FALLS CHURCH VA 22046 HR & PROJECT DEVELOPMENT 172561 NOSSAMAN LLP 1666 K STREET NW SUITE 500 WASHINGTON DC 20005 LOBBYING/LEGISLATIVE 152288 AMERICAN TECHNOLOGY SERVICES 2751 PROSPERITY AVE 6TH FLOOR FAIRFAX VA 22031 TECHNOLOGY SUPPORT 146479 ARMATURE 45240 BUSINESS COURT SUITE 400 DULLES VA 20166 TECHNOLOGY SUPPORT 128063 6 2183 71290 160 73633 STUDENT APPLICATION FEES 900099 9885081 9885081 MEMBERSHIP DUES 900099 1292166 1292166 ANNUAL MEETING 900099 358275 356180 2095 PUBS AND OTHER PROGRAMS 900099 12039 12039 11547561 422594 422594 12045 12045 6369511 6131833 237678 237678 237678 15112 2183 530 14582 14582 MISCELLANEOUS INCOME 900099 436 436 436 12308529 11545466 0 689430 166824 166824 1220542 817167 403375 2602001 1763996 838005 173158 112385 60773 389715 207258 182457 510812 167459 343353 58865 58865 44205 44205 20060 20060 64219 64219 870417 289393 581024 2535 2114 421 222471 81675 140796 540911 333844 207067 490783 43028 447755 468963 275215 193748 620156 465460 154696 344970 158510 186460 10665 10665 TEMPORARY SERVICES 419370 273998 145372 EMPLOYEE RELATED EXPENS 267546 195765 71781 CREDIT CARD FEES 252314 248461 3853 DUES AND SUBSCRIPTIONS 82520 62292 20228 90221 2287731 -2197510 9934243 7972635 1961608 0 11264243 11568737 72469 146038 4907 1229 440816 243325 2373656 1819613 761104 554043 7950448 8027897 391215 453655 20885202 20994924 1112578 1540788 2892901 695485 571928 572043 4577407 2808316 X 16223105 18108834 6916 0 77774 77774 16307795 18186608 20885202 20994924 2374286 -495473 0 X X 0 1 X 1 0 X 29140 69785 71450 170375 6543712 7166868 8216875 10098105 11545466 43571026 87840 87953 87432 16221 19826 299272 6631552 7283961 8374092 10114326 11636742 44040673 0 0 0 44040673 241164 233295 202717 282643 434639 1394458 9284 10818 16202 36304 250448 244113 218919 282643 434639 1430762 6882000 7528074 8593011 10396969 12071381 45471435 0.96850 0.96680 0.03150 0.03180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6628 160059 166687 9703337 9870024 643501 160875 0 0 479844 523669 584460 643501 2231474 3347211 461495 258524 154554 166687 1041260 119961 130917 146115 160875 557868 836802 4759 457 310 6628 12154 80402 0 388 3016 77774 79789 0 613 0 80402 79789 0 241 241 79789 79498 0 966 669 79795 77774 0 1724 79498 0.00000 1.00000 0 0 827175 645481 181694 519221 477111 42110 1027260 697021 330239 554043 DEFERRED RENT 118887 DEFERRED COMPENSATION 453156 572043 X 11749367 -495473 530 -494943 12244310 64219 64219 12308529 9870554 530 530 9870024 64219 64219 9934243 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2015 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 X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN INCOME TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE CURRENT AND THREE PRIOR YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED IN INCOME 530. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED IN INCOME 530. SILENT AUCTION 17295 2183 15112 530 17295 2183 15112 530 530 14582 1 RESEARCH GRANT - QUALITATIVE ANALYSIS OF CURRENT OMS YEAR III AND IV OSTEOPA 1 5000 RESEARCH GRANT - ASSESSMENT OF OSTEOPATHIC MEDICAL STUDENT ATTITUDES, PERCEI 1 5000 RESEARCH GRANT - A PILOT STUDY FOR STANDARD OPERATING PROCEDURES - ASSESSMEN 1 4956 RESEARCH GRANT - INTER-INSTITUTIONAL STUDY OF AN ONLINE TEST ITEM SUBMISSION 1 10000 RESEARCH GRANT - EVALUATION OF PARTICIPATION IN SUPPLEMENTARY EDUCATIONAL AC 1 4000 RESEARCH GRANT - EVALUATION OF A PEER-REVIEWED CASE-BASED CURRICULUM FOR THI 1 6000 RESEARCH GRANT - LECTURE CAPTURE TECHNOLOGY, STUDENT ATTENDANCE, AND ACADEMI 1 4981 RESEARCH GRANT - IDENTIFICATION OF BEST PRACTICES IN THE TEACHING/LEARNING A 1 4768 RESEARCH GRANT - THE EFFECT OF ULTRASOUND IMAGING ON STUDENT LEARNING OF SHO 1 5000 RESEARCH GRANT - EVALUATION OF AN ONLINE WORKSHOP TO DEVELOP RESIDENT PROFIC 1 3304 RESEARCH GRANT - IMPACT OF IN-CLASS DRAWING ACTIVITIES ON LEARNING ANATOMY 1 4878 RESEARCH GRANT - ENHANCEMENT OF POST-BACCALAUREATE STUDENT PERFORMANCE IN MI 1 5000 RESEARCH GRANT - THIRD-YEAR OSTEOPATHIC MEDICAL STUDENT EVALUATION OF STUDEN 1 10000 RESEARCH GRANT - THE IMPACT OF SOCIAL PRESENCE IN MEDICAL EDUCATION LEARNING 1 10000 MINORITY STUDENT SCHOLARSHIPS 9 22500 STUDENT RESEARCHER OF THE YEAR 1 500 STUDENT DO OF THE YEAR 1 1000 RESEARCH GRANT - EVALUATION OF THE USE OF SOCIAL MEDIA 1 9561 RESEARCH GRANT - INTERPROFESSIONAL EDUCATION 1 5000 RESEARCH GRANT - RELATIONSHIP BETWEEN ELECTIVES CHOSEN BY OSTEOPATHIC MEDICA 1 4998 RESEARCH GRANT -MBTI PERSONALITY TYPE OF STUDENTS 1 4878 RESEARCH GRANT -QUALITY IMPROVEMENT INSTRUCTION 1 10000 RESEARCH GRANT - PROGNOSIS ATSU-SOMA 1 5000 RESEARCH GRANT - VIRTUAL INDEPENDENT MICROBIOLOGY/IMMUNOLOGY LABORATORIES 1 5000 RESEARCH GRANT - LECOM EXCEL PROGRAM 1 5500 RESEARCH GRANT -PRELIMINARY VALIDATION OF A TEST OF LOGICAL THINKING 1 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. NINE SCHOLARSHIPS OF $2,500 EACH WERE AWARDED DURING THE 2015 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 DO 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 0 0 0 0 0 0 0 1 0 STEPHEN SHANNON PRESIDENT, CEO 434028 0 22284 0 10116 0 43312 0 14764 0 524504 0 0 0 JOHN E ROANE JR CHIEF OPERATING OFFICER, COO 200515 0 16000 0 426 0 20871 0 19186 0 256998 0 0 0 PAMELA MURPHY VP OF GOVERNMENT RELATIONS 182671 0 15000 0 311 0 18341 0 4216 0 220539 0 0 0 LUKE MORTENSEN VP AND CHAIR FOR MEDICAL EDUCATION 177970 0 10000 0 353 0 17797 0 12378 0 218498 0 0 0 TYLER CYMET ASSOCIATE VP FOR MEDICAL EDUCATION, 208939 0 6000 0 713 0 39529 0 11175 0 266356 0 0 0 THOMAS LEVITAN VP RESEARCH & ASSISTANT TO PRESIDENT 182691 0 10000 0 1061 0 18341 0 14532 0 226625 0 0 0 LISA COLE VP OF COMMUNICATIONS & MARKETING 151360 0 7000 0 746 0 0 0 13135 0 172241 0 0 0 PART I, LINE 1A STEPHEN C. SHANNON RECEIVED AN AUTOMOBILE ALLOWANCE, AND HAD HIS AIRLINE CLUB DUES PAID. ALL RELEVANT AMOUNTS WERE PROPERLY REPORTED IN HIS TAXABLE COMPENSATION. 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. TYLER CYMET HIGHLY COMPENSATED EMPLOYEE OF AACOM X 2850 444 0 0 1 PAMELA MURPHY KEY EMPLOYEE OF AACOM X 5040 785 0 0 1 1229 SCHEDULE L, PART II, COLUMN C, PURPOSE OF LOAN: EFFECTIVE FALL OF 2012, AACOM SHIFTED THE PAYROLL PROCESS FOR ITS EXEMPT STAFF TO AN ARREARS PAYROLL SCHEDULE IN ORDER TO ALIGN THE PAYROLL WITH THAT OF ITS NON-EXEMPT STAFF AND TO CONFORM WITH AN INDUSTRY BEST PRACTICE. THIS PAYROLL CHANGE REQUIRED EXEMPT STAFF TO BANK TWO WEEKS OF PAYROLL, SO AACOM EXTENDED LOANS TO STAFF TO COVER THE BANKED PAYROLL. EXEMPT STAFF WERE REQUIRED TO SIGN AGREEMENTS TO PAY OFF THE LOANS IN EQUAL INSTALLMENTS. THERE ARE SECURED STEPS IN PLACE TO ENSURE THAT LOANS ARE FULLY PAID SHOULD AN EMPLOYEE RESIGN PRIOR TO PAYING OFF THE LOAN. 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, AND TWO ADDITIONAL AT-LARGE MEMBERS ELECTED BY MAJORITY VOTE OF THE BOARD. DURING THE INTERVALS BETWEEN BOARD MEETINGS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL POWERS OF THE FULL BOARD, EXCEPT WITH RESPECT TO REMOVAL OF MEMBERS, AND AMENDMENT OF THE BYLAWS. ALL ACTIONS TAKEN BY THE COMMITTEE ARE REPORTED TO THE BOARD OF DEANS AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) CONSIST OF COLLEGES OF OSTEOPATHIC MEDICINE WHICH ARE PROVISIONALLY OR FULLY ACCREDITED BY THE AMERICAN OSTEOPATHIC ASSOCIATION COMMISSION ON OSTEOPATHIC COLLEGE ACCREDITATION AND WHO ARE ELECTED TO COLLEGE MEMBERSHIP BY A MAJORITY VOTE OF THE BOARD OF DEANS. THE BOARD OF DEANS IS THE GOVERNING BODY WHICH DETERMINES THE POLICIES AND MANAGES THE AFFAIRS AND ACTIVITIES OF AACOM. FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE DEPARTMENT ASSISTS THE TAX PREPARER IN PROVIDING INFORMATION FOR THE 990. THE DRAFT IS REVIEWED BY THE COO AND CONTROLLER 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 AN OUTSIDE CONSULTING FIRM TO CONDUCT A COMPENSATION ANALYSIS OF THE SALARY AND FRINGE BENEFITS OF THE PRESIDENT/CEO IN JULY 2012. 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, 2012. THE SALARIES OF PRESIDENT/CEO AND THE COO ARE CURRENTLY REVIEWED BY AN EXTERNAL CONSULTING FIRM. THE SALARIES OF OTHER KEY EMPLOYEES AND STAFF WERE REVIEWED BY ANOTHER OUTSIDE FIRM IN DECEMBER 2014. 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. THE COO'S RAISES ARE BASED ON PERFORMANCE AND DETERMINED IN AN ANNUAL REVIEW GIVEN BY THE CEO. 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 XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.