2016-04-14T14:09:10-05:00 2015-05-31 420714325 RSM US LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2014-06-01 362170786 American Osteopathic Association AMER 3122028115 142 East Ontario Street Chicago IL 60611 Adrienne White-Faines Executive Director 3122028115 2016-04-13 1 Zack Fortsch P00052725 3126343400 2014 2016-08-17 19:52:53Z Adrienne White-Faines 142 East Ontario Street Chicago IL 60611 49453049 0 X www.osteopathic.org X 1897 IL The American Osteopathic Association (AOA) is a membership association representing more than 123,075 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 26 182 2 60826 -120685 1223739 885075 41445797 43401306 1065477 2099013 641041 495442 44376054 46880836 472235 972850 0 0 19560386 17094479 0 0 0 22498313 24259922 42530934 42327251 1845120 4553585 66098376 70039992 22821817 22921787 43276559 47118205 X The AOA's mission is to advance the distinctive philosophy and practice of osteopathic medicine. 0 0 4260679 6124570 Department of Education:The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In tax year 2014, the AOA:Division of Certification-Was responsible for the development of certification and continuous certification processes for over 28,000 osteopathic physician diplomates and for the development and implementation of the new Osteopathic Continuous Certification (OCC) process for each of the 18 specialty certifying boards and their subspecialty certifications. -Awarded 1,896 new general certifications, 219 new certifications of added qualifications, 61 new certifications of special qualifications, and 2,001 re-certifications to osteopathic physicians.Division of Educational Resource Services-Monitored and recorded the progress of 8,626 trainees in 1,205 residency training programs.Division of Postdoctoral Training -Approved 116 new programs (1498 positions), increased size of 79 programs (354 positions) and reviewed 273 programs for Continuing Approval.-Conducted 3 Osteopathic Postdoctoral Training Institution (OPTI) continuing approval site visits.-Executed a national educational conference for residency program directors and medical educators.-Approved 371 ACC-ME PGY1, 110 Federal/Military PGY1 and 241 ACC-ME PGY2/Fellowship Training applications.Division of Training Program Review Services-Continued its charge of reviewing all osteopathic training programs. In fiscal year 2015, over 270 inspections were conducted. 2797128 21053631 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 47,156 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. 2602108 3893140 Publications:The AOA publishes 3 peer-reviewed scientific publications: The Journal of the American Osteopathic Association (JAOA), JAOA supplements, and AOA Health Watch. These print and online publications provide continuing medical education (CME) to osteopathic physicians (DOs) and other health care professionals, and they complement the education of osteopathic medical students. Approximately 27,000 primary care DOs receive the print copies and more than 100,000 individuals receive the electronic tables of contents for the JAOA and its supplements. For AOA Health Watch, about 42,000 primary care DOs and specialists receive the print copies, while 80,000 receive electronic alerts about this publication. In addition, the AOA produces an online news publication, The DO, which focuses on stories relevant to the osteopathic medical profession. Approximately 99,280 individuals, including DOs and students, receive The DO's electronic tables of contents. 972850 972850 0 Grants:Grants provided to organizations and individuals to further studies in the field of osteopathic medicine. Five individuals were given $13,000 in grants and over 55 entities were provided with grants totaling $607,185 to fund research and advancement for the osteopathic profession. 4052087 3486749 Conventions:Revenues and expenses associated with the annual convention of which main activities include conducting CME and research prsentations. 5856544 8782390 Certifying Boards:Revenues and expenses incurred in connection with the Certifying Boards represent amounts spent to develop and administer psychometrically valid examinations with the goal of improving patient care. 7166730 0 Expenses incurred with gathering and documenting information for AOA on a National and State level and acting as the organization's liason in Washington, D.C. All expenses of the Washington, D.C. satellite office are included, as well as all expenses required to represent the 123,075 osteopathic physicians (DOs) and osteopathic medical students in the United States. 4600788 0 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. 658620 0 Bureau/Council/Committee expenses:Expenses related to AOA's 52 Bureau/Council/Committee and their strategic plan directives. 23307619 972850 12269139 32967534 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 1 491 0 1 182 1 1 1 0 0 0 0 0 0 0 0 0 X 28 26 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 John W Becher Jr DO President Elect 38.00 0.00 X X 93219 0 0 John E Bodell DO Trustee 2.00 1.00 X 3150 0 0 William J Burke DO Trustee 2.00 0.00 X 6300 0 0 Ronald R Burns DO Trustee 2.00 0.00 X 9967 0 0 Boyd R Buser DO Trustee 2.00 0.00 X 22500 0 0 Thomas L Ely DO Trustee 2.00 1.00 X 4500 0 0 Joseph A Giaimo DO Trustee 2.00 0.00 X 6000 0 0 William S Mayo DO Trustee 2.00 0.00 X 9725 0 0 Carol L Monson DO Trustee 2.00 0.00 X 3900 0 0 Michael K Murphy DO Trustee 2.00 0.00 X 3600 0 0 Susan C Sevensma DO Trustee 2.00 1.00 X 5321 0 0 Barbara E Walker DO Trustee 2.00 1.00 X 2550 0 0 Joseph M Yasso Jr DO Trustee 2.00 0.00 X 4200 0 0 Richard R Thacker DO Trustee 2.00 0.00 X 4050 0 0 Ernest R Gelb DO Trustee 2.00 0.00 X 4517 0 0 Teresa A Hubka DO Trustee 2.00 1.00 X 5650 0 0 Mark S Cantieri DO Trustee 2.00 1.00 X 4050 0 0 Bridget E McIlwee DO Trustee 2.00 0.00 X 0 0 0 Ray E Stowers DO Treasurer 38.00 0.00 X X 3672 0 0 Robert S Juhasz DO President 38.00 0.00 X X 218828 0 0 Norman E Vinn DO Past President 38.00 1.00 X X 240140 0 0 Craig L Magnatta DO Trustee 2.00 0.00 X 2500 0 0 Geraldine T O'Shea DO First Vice President 2.00 0.00 X 5350 0 0 Frank M Tursi DO Second Vice President 2.00 0.00 X 3300 0 0 Ira Monka DO Third Vice President 2.00 0.00 X 2209 0 0 Jennifer Thomas DO New Physician in Practice 2.00 0.00 X 0 0 0 Jennie Kwon DO Intern/Resident Representa 2.00 0.00 X 1750 0 0 Alice Chen Student Representative 2.00 0.00 X 1200 0 0 Mark Baker Trustee 2.00 0.00 X 5700 0 0 Frank W Bedford CPA CFO/Controller 38.00 1.00 X 254064 0 39519 Joshua L Prober JD Legal Counsel 38.00 1.00 X 253401 0 34469 Adrienne White-Faines MPA CEO 38.00 2.00 X 489280 0 7863 Cathy Galligan COO 38.00 0.00 X 255311 0 24497 Michael Mallie Department SVP 38.00 0.00 X 237985 0 38456 James Swartwout Department SVP 38.00 0.00 X 266334 0 36859 Linda Mascheri Department Director 38.00 0.00 X 179856 0 26607 Sheryl McAuliffe Department Director 38.00 0.00 X 176974 0 18429 Konrad Miskowicz-Retz Department Director 38.00 0.00 X 206488 0 21183 Phil Atwood Chief Information Director 38.00 0.00 X 185898 0 20444 Stephan Trent DO Department Director 38.00 0.00 X 192597 0 16977 Charles Simpson Chief Communications Officer 38.00 0.00 X 201702 0 19505 Stephanie Drake Department VP 38.00 0.00 X 172803 0 6644 3750541 0 311452 15 0 1 0 Clarity Assessment Systems 5840 Summit Street Sylvania OH 43560 Professional Exam Services 238820 Wolfgang Puck Catering 333 South Hope St 18th Fl Los Angeles CA 90071 Meeting/Catering Services 157925 Michael Best & Friedrich PO Box 88462 Milwaukee WI 53288 Legal Services 119180 Miller Medical Communications 501 Fifth Ave Ste 2002 New York NY 10017 Health Media Services 105780 4 121414 763661 885075 Membership Fees 900099 21053631 21053631 Certifying Boards 900099 8782390 8782390 Post Doctoral Ed Fees 900099 4208313 4208313 Convention 900099 3486749 3486749 College Accreditation Fees 900099 1916257 1916257 3953966 3893140 60826 43401306 623416 623416 2734879 2572213 162666 162666 162666 1475597 0 1475597 1475597 1475597 Vendor Rebates 900099 131607 131607 201169 201169 332776 46880836 43340480 60826 2594455 365665 365665 607185 607185 2339904 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Liabilities 341718 1137135 X 46168897 -711939 -711939 46880836 0 46880836 42327251 0 42327251 0 42327251 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, 2015 and 2014, there were no unrecognized tax positions identified or recorded as liabilities. 1 AACOM 5550 Friendship Blvd Ste 310 Chevy Chase MD 20815 237190271 501(c)(3) 15000 General support 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. AOF 142 E Ontario St Chicago IL 60611 366056120 501(c)(3) 10000 To fund the AOA Presidential Memorial Fund. AT Still University 800 West Jefferson Street Kirksville MO 63501 430356250 501(c)(3) 7750 To fund research for the advancement of the osteopathic profession. Institute of Medicine of Chicago 25 Northwest Point Blvd 700 Elk Grove Village IL 60007 362217993 501(c)(3) 5000 To fund research for the advancement of the osteopathic profession. Michigan Osteopathic Association 2445 Woodlake Circle Okemos MI 48864 381207655 501(c)(6) 5000 To fund research for the advancement of the osteopathic profession. Ohio University - COM Parks Hall 1 Ohio University Athens OH 45701 316402113 State of Ohio 50000 To fund research for the advancement of the osteopathic profession. Tennessee Osteopathic Medical Association 618 Church Street Ste 220 Nashville TN 37219 626042944 501(c)(6) 5000 To fund CME educational program. Texas Osteopathic Medical Association 1415 Lavaca St Austin TX 78701 750602145 501(c)(6) 27500 To conduct research on osteopathic manipulative medicine. UNTHSC - Grants & Contract Mgmt 3500 Camp Bowie Blvd Fort Worth TX 76107 756064033 State of Texas 92055 To fund research for the advancement of the osteopathic profession. West Virginia Osteopathic Medical Association 400 North Lee St 4th Fl Lewisburg WV 24901 550416377 501(c)(6) 5000 To fund research for the advancement of the osteopathic profession. 7 4 Grants to promote the ability to perform research in the field of osteopathic medicine 55 607185 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 Robert S Juhasz DO President 218828 0 0 0 0 0 0 0 0 0 218828 0 0 0 Norman E Vinn DO Past President 240140 0 0 0 0 0 0 0 0 0 240140 0 0 0 Frank W Bedford CPA CFO/Controller 244373 0 8372 0 1319 0 18241 0 21278 0 293583 0 0 0 Joshua L Prober JD Legal Counsel 244026 0 8500 0 875 0 14838 0 19631 0 287870 0 0 0 Adrienne White-Faines MPA CEO 429302 0 55350 0 4628 0 0 0 7863 0 497143 0 0 0 Cathy Galligan COO 243963 0 7680 0 3668 0 3219 0 21278 0 279808 0 0 0 Michael Mallie Department SVP 228480 0 7202 0 2303 0 17178 0 21278 0 276441 0 0 0 James Swartwout Department SVP 262789 0 879 0 2666 0 15581 0 21278 0 303193 0 0 0 Linda Mascheri Department Director 170022 0 5009 0 4825 0 11280 0 15327 0 206463 0 0 0 Sheryl McAuliffe Department Director 173794 0 1500 0 1680 0 11181 0 7248 0 195403 0 0 0 Konrad Miskowicz-Retz Department Director 203583 0 0 0 2905 0 14233 0 6950 0 227671 0 0 0 Phil Atwood Chief Information Director 177254 0 6038 0 2606 0 13196 0 7248 0 206342 0 0 0 Stephan Trent DO Department Director 192597 0 0 0 0 0 11709 0 5268 0 209574 0 0 0 Charles Simpson Chief Communications Officer 197072 0 3938 0 692 0 0 0 19505 0 221207 0 0 0 Stephanie Drake Department VP 164051 0 8413 0 339 0 0 0 6644 0 179447 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 Each vendor form and capital request form is accompanied by a conflict of interest statement. Before such 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 C 121414 FMV American Osteopathic Information Association Q 2113948 FMV American Osteopathic Information Association M 75930 FMV