AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (EIN 23-7190271)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-04-23
IRS object ID
201511139349300221
Schema version
2013v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-23T13:44:20-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20036ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237190271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF COLLEGES OFBusinessNameLine1
Business Name Line2OSTEOPATHIC MEDICINEBusinessNameLine2
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone3019684100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15550 FRIENDSHIP BOULEVARD NO 310AddressLine1
CityCHEVY CHASECity
StateMDState
ZIP Code208157231ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN C SHANNONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone3019684100PhoneNum
Signature2015-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUBRINA WOODPreparerPersonNm
PTINP00365899PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1AACOMBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerSTEPHEN C SHANNON DOMPHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15550 FRIENDSHIP BOULEVARD NO 310AddressLine1
CityCHEVY CHASECity
StateMDState
ZIP Code208157231ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$16,158,489GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AACOM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE 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 TH 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.ActivityOrMissionDesc
Voting Members Governing Body35VotingMembersGoverningBodyCnt
Voting Members Independent35VotingMembersIndependentCnt
Total Employee41TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$69,785PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$8,277,970PYProgramServiceRevenueAmt
CY Program Service Revenue$10,098,105CYProgramServiceRevenueAmt
PY Investment Income$238,805PYInvestmentIncomeAmt
CY Investment Income$713,835CYInvestmentIncomeAmt
PY Other Revenue$47,939PYOtherRevenueAmt
CY Other Revenue$43,182CYOtherRevenueAmt
PY Total Revenue$8,634,499PYTotalRevenueAmt
CY Total Revenue$10,855,122CYTotalRevenueAmt
PY Grants And Similar Paid$110,914PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$18,400CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,813,798PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,090,806CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$3,548,674PYOtherExpensesAmt
CY Other Expenses$4,701,365CYOtherExpensesAmt
PY Total Expenses$7,473,386PYTotalExpensesAmt
CY Total Expenses$8,810,571CYTotalExpensesAmt
PY Revenues Less Expenses$1,161,113PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,044,551CYRevenuesLessExpensesAmt
Total Assets BOY$18,224,059TotalAssetsBOYAmt
Total Assets EOY$20,885,202TotalAssetsEOYAmt
Total Liabilities BOY$4,290,406TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,577,407TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,933,653NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,307,795NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionAACOM 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 A CENTURY AGO, THE ORGANIZATION TODAY 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,929,314ExpenseAmt
Revenue$8,356,409RevenueAmt
DescCENTRALIZED 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 2013, 29 COLLEGES, 4 BRANCH CAMPUSES, 7 REMOTE TEACHING SITES, AND APPROXIMATELY 16,682 STUDENT APPLICANTS BENEFITED. AACOMAS WORKS TO DEVELOP AWARENESS ABOUT OSTEOPATHIC MEDICINE AMONG POTENTIAL MEDICAL SCHOOL APPLICANTS THROUGH RECRUITMENT PROGRAMS. AACOM'S RECRUITMENT EFFORTS SEEKS 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,328,855ExpenseAmt
DescOFFICE 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,094,577ExpenseAmt
DescOFFICE 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. 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (6 entries)

ExpenseExpenseAmtDescDescRevenueRevenueAmtGrantGrantAmt
$678,060RESEARCH - 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 THESE DATA TO THE MEMBER COLLEGES, HEALTH POLICY MAKERS, MEMBERS OF CONGRESS AND THE GENERAL PUBLIC.
$836,399COMMUNICATIONS AND MARKETING
$725,870ANNUAL MEETING$305,615
$189,865VISITING STUDENT APPLICATION SERVICE$18,400
$151,698COUNCIL OF STUDENT GOVERNMENT PRESIDENTS (COSGP)
$38,996PRESIDENT CONTINGENCY FUND
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$2,620,888TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$18,400TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$305,615TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$6,973,634TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document29IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee41EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members35GoverningBodyVotingMembersCnt
Independent Voting Member35IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJOHN E ROANE CHIEF OPERATING OFFIPersonNm
Phone3019684144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15550 FRIENDSHIP BOULEVARD NO 310AddressLine1
CityCHEVY CHASECity
StateMDState
ZIP Code208157231ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KENNETH J VEIT DO MBA
CHAIR3.00Yes (X)Yes (X)$0$0$0
KAREN J NICHOLS DO MA MACOI CS
SECRETARY/TREASURER3.00Yes (X)Yes (X)$0$0$0
ANTHONY J SILVAGNI DO PHARMD MSC
PAST CHAIR1.00Yes (X)$0$0$0
THOMAS A CAVALIERI DO
MEMBER-AT-LARGE2.00Yes (X)$0$0$0
MICHAEL B CLEARFIELD DO FACP FACO
MEMBER-AT-LARGE2.00Yes (X)$0$0$0
BOYD R BUSER DO FACOFP
DIRECTOR1.00Yes (X)$0$0$0
H WILLIAM CRAVER DO
DIRECTOR1.00Yes (X)$0$0$0
PAULA M CRONE DO
DIRECTOR1.00Yes (X)$0$0$0
BRUCE DUBIN DO JD FCLM FACOI
DIRECTOR1.00Yes (X)$0$0$0
PAUL EVANS DO
DIRECTOR1.00Yes (X)$0$0$0
MITCHELL FORMAN DO
DIRECTOR1.00Yes (X)$0$0$0
ROBERT GEORGE DO
DIRECTOR1.00Yes (X)$0$0$0
WOLFGANG G GILLIAR DO
DIRECTOR1.00Yes (X)$0$0$0
ROBERT B GOLDBERG DO
DIRECTOR1.00Yes (X)$0$0$0
KENNETH H JOHNSON DO
DIRECTOR1.00Yes (X)$0$0$0
ANITA KALOUSEK DO MS
DIRECTOR1.00Yes (X)$0$0$0
JOHN M KAUFFMAN JR DO
DIRECTOR1.00Yes (X)$0$0$0
LORI A KEMPER DO DEAN
DIRECTOR1.00Yes (X)$0$0$0
TIMOTHY KOWALSKI DO
DIRECTOR1.00Yes (X)$0$0$0
CRAIG J LENZ DO
DIRECTOR1.00Yes (X)$0$0$0
RONNIE B MARTIN DO RPH
DIRECTOR1.00Yes (X)$0$0$0
ELIZABETH PALMAOZZIDO
DIRECTOR1.00Yes (X)$0$0$0
LORENZO L PENCE DO
DIRECTOR1.00Yes (X)$0$0$0
DON N PESKA DO MED
DIRECTOR1.00Yes (X)$0$0$0
JAMES D POLK DO MS DEAN
DIRECTOR1.00Yes (X)$0$0$0
THOMAS A SCANDALIS DO FAOASM
DIRECTOR1.00Yes (X)$0$0$0
KAYSE M SHRUM DO
DIRECTOR1.00Yes (X)$0$0$0
RAY E STOWERS DO
DIRECTOR1.00Yes (X)$0$0$0
WILLIAM D STRAMPEL DO
DIRECTOR1.00Yes (X)$0$0$0
RICHARD R TERRY DO MBA
DIRECTOR1.00Yes (X)$0$0$0
THOMAS TOLD DO
DIRECTOR1.00Yes (X)$0$0$0
DIXIE TOOKE-RAWLINS DO
DIRECTOR1.00Yes (X)$0$0$0
JAMES M TURNER DO DEAN
DIRECTOR1.00Yes (X)$0$0$0
MARGARET A WILSON DO
DIRECTOR1.00Yes (X)$0$0$0
DOUGLAS L WOOD DO PHD
DIRECTOR1.00Yes (X)$0$0$0
STEPHEN SHANNON
PRESIDENT, CEO38.00Yes (X)Yes (X)$430,381$0$34,660
JOHN ROANE
CHIEF OPERATING OFFICER, COO38.00Yes (X)$218,969$0$19,082
LUKE MORTENSEN
VP AND CHAIR FOR MEDICAL EDUCATION38.00$185,002$0$9,056Yes (X)
PAMELA MURPHY
VP OF GOVERNMENT RELATIONS38.00$182,374$0$17,905Yes (X)
TYLER CYMET
ASSOCIATE VP FOR MEDICAL EDUCATION, CHIEF OF CLIN38.00$174,907$0$26,134Yes (X)
THOMAS LEVITAN
VP RESEARCH AND ASSISTANT TO THE PRESIDENT38.00$186,638$0$17,905Yes (X)
ANNA NARANJO
PRESIDENT EXECUTIVE ASSISTANT38.00$107,484$0$15,034Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,485,755TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$139,776TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
LEHMAN ASSOCIATES LLC
2308 MT VERNON AVENUE SUITE 713ALEXANDRIAVA22301TECHNOLOGY SUPPORT$125,670
NOSSAMAN LLP
1666 K STREET NW SUITE 500WASHINGTONDC20005LOBBYING/LEGISLATIVE$121,153
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
STUDENT APPLICATION FEES900099$8,452,609$8,452,609
MEMBERSHIP DUES900099$1,090,018$1,090,018
ANNUAL MEETING900099$305,615$305,615
IPEC MEETING900099$249,863$249,863
FieldValueIRS element (for citing)
Total Program Service Revenue$10,098,105TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$269,050TotalRevenueColumnAmt
Exclusion$269,050ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,593TotalRevenueColumnAmt
Exclusion$13,593ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,747,689SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,302,904SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$444,785SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$444,785TotalRevenueColumnAmt
Exclusion$444,785ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$13,831FundraisingGrossIncomeAmt
Fundraising Direct Expenses$463FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,368TotalRevenueColumnAmt
Exclusion$13,368ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$16,221TotalRevenueColumnAmt
Exclusion$16,221ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$16,221OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,855,122TotalRevenueColumnAmt
Related Or Exempt Func Income$10,098,105RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$757,017ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,042TotalAmt
Program Services$2,042ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$16,358TotalAmt
Program Services$16,358ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,114,378TotalAmt
Program Services$794,691ProgramServicesAmt
Management And General$319,687ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,051,071TotalAmt
Program Services$1,482,092ProgramServicesAmt
Management And General$568,979ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$197,364TotalAmt
Program Services$136,009ProgramServicesAmt
Management And General$61,355ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$313,819TotalAmt
Program Services$167,746ProgramServicesAmt
Management And General$146,073ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$414,174TotalAmt
Program Services$141,396ProgramServicesAmt
Management And General$272,778ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$48,835TotalAmt
Program Services$1,279ProgramServicesAmt
Management And General$47,556ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$24,500TotalAmt
Management And General$24,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$5,500TotalAmt
Program Services$5,500ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$60,915TotalAmt
Management And General$60,915ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,001,190TotalAmt
Program Services$319,513ProgramServicesAmt
Management And General$681,677ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,599TotalAmt
Program Services$2,424ProgramServicesAmt
Management And General$10,175ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$307,390TotalAmt
Program Services$179,153ProgramServicesAmt
Management And General$128,237ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$410,531TotalAmt
Program Services$240,022ProgramServicesAmt
Management And General$170,509ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$464,082TotalAmt
Program Services$15,126ProgramServicesAmt
Management And General$448,956ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$305,487TotalAmt
Program Services$199,737ProgramServicesAmt
Management And General$105,750ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,098,143TotalAmt
Program Services$493,794ProgramServicesAmt
Management And General$604,349ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$186,807TotalAmt
Program Services$70,411ProgramServicesAmt
Management And General$116,396ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,021TotalAmt
Management And General$10,021ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
TAXES$5,272$5,272
TEMPORARY SERVICES$367,377$188,107$179,270
CREDIT CARD FEES$148,646$5,948$142,698
DUES AND SUBSCRIPTIONS$107,929$35,875$72,054

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$136,141TotalAmt
Program Services$2,312,319ProgramServicesAmt
Management And General-$2,176,178ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,810,571TotalAmt
Program Services$6,973,634ProgramServicesAmt
Management And General$1,836,937ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$9,861,517BOYAmt
EOY$11,264,243EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$169,417BOYAmt
EOY$72,469EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$9,750BOYAmt
EOY$4,907EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$370,829BOYAmt
EOY$440,816EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,235,746LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,474,642LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$532,653BOYAmt
EOY$761,104EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$6,980,827BOYAmt
EOY$7,950,448EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$299,066BOYAmt
EOY$391,215EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,224,059BOYAmt
EOY$20,885,202EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,104,660BOYAmt
EOY$1,112,578EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$2,654,567BOYAmt
EOY$2,892,901EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$531,179BOYAmt
EOY$571,928EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,290,406BOYAmt
EOY$4,577,407EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,849,576BOYAmt
EOY$16,223,105EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,303BOYAmt
EOY$6,916EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$77,774BOYAmt
EOY$77,774EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,933,653BOYAmt
EOY$16,307,795EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,224,059BOYAmt
EOY$20,885,202EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,044,551ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$329,591NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$885,108CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$953,766CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,008,454CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,125,740CurrentTaxYearMinus1YearAmt
Current Tax Year$1,090,018CurrentTaxYearAmt
Total$5,063,086TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,930,271CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,680,231CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,278,107CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,248,352CurrentTaxYearMinus1YearAmt
Current Tax Year$9,021,918CurrentTaxYearAmt
Total$33,158,879TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,815,379CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,633,997CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,286,561CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,374,092CurrentTaxYearMinus1YearAmt
Current Tax Year$10,111,936CurrentTaxYearAmt
Total$38,221,965TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$38,221,965PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$241,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$233,295CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$202,717CurrentTaxYearMinus1YearAmt
Current Tax Year$282,643CurrentTaxYearAmt
Total$1,258,549TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$298,730CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$241,164CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$233,295CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$202,717CurrentTaxYearMinus1YearAmt
Current Tax Year$282,643CurrentTaxYearAmt
Total$1,258,549TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$607CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,284CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$10,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$16,202CurrentTaxYearMinus1YearAmt
Total$36,911TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$16,221CurrentTaxYearAmt
Total$16,221TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,114,716CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,884,445CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,530,674CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,593,011CurrentTaxYearMinus1YearAmt
Current Tax Year$10,410,800CurrentTaxYearAmt
Total$39,533,646TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.96680PublicSupportCY509Pct
Public Support PY5090.96120PublicSupportPY509Pct
Investment Income CY0.03180InvestmentIncomeCYPct
Investment Income PY0.03880InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$310FilingOrganizationsTotalAmt

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$154,244FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$154,554FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,534,650FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,689,204FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$584,460FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$146,115FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$443,898CurrentYearMinus3Amt
Current Year Minus2$479,844CurrentYearMinus2Amt
Current Year Minus1$523,669CurrentYearMinus1Amt
Current Year$584,460CurrentYearAmt
Total$2,031,871TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,047,807LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$405,204CurrentYearMinus3Amt
Current Year Minus2$461,495CurrentYearMinus2Amt
Current Year Minus1$258,524CurrentYearMinus1Amt
Current Year$154,554CurrentYearAmt
Total$1,279,777TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$110,975CurrentYearMinus3Amt
Current Year Minus2$119,961CurrentYearMinus2Amt
Current Year Minus1$130,917CurrentYearMinus1Amt
Current Year$146,115CurrentYearAmt
Total$507,968TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$761,952GrassrootsCeilingAmt

Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,125CurrentYearMinus3Amt
Current Year Minus2$4,759CurrentYearMinus2Amt
Current Year Minus1$457CurrentYearMinus1Amt
Current Year$310CurrentYearAmt
Total$6,651TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,175,937BeginningYearBalanceAmt
Contributions$1,985,618ContributionsAmt
Investment Earnings Or Losses$613InvestmentEarningsOrLossesAmt
Other Expenditures$735,365OtherExpendituresAmt
End Year Balance$9,426,803EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,912,251BeginningYearBalanceAmt
Contributions$1,783,695ContributionsAmt
Investment Earnings Or Losses$241InvestmentEarningsOrLossesAmt
Grants Or Scholarships$241GrantsOrScholarshipsAmt
Other Expenditures$1,520,009OtherExpendituresAmt
End Year Balance$8,175,937EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,980,970BeginningYearBalanceAmt
Contributions$1,927,863ContributionsAmt
Investment Earnings Or Losses$960InvestmentEarningsOrLossesAmt
Grants Or Scholarships$669GrantsOrScholarshipsAmt
Other Expenditures$996,873OtherExpendituresAmt
End Year Balance$7,912,251EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,336,547BeginningYearBalanceAmt
Contributions$907,273ContributionsAmt
Investment Earnings Or Losses$1,724InvestmentEarningsOrLossesAmt
Other Expenditures$264,574OtherExpendituresAmt
End Year Balance$6,980,970EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,371,576BeginningYearBalanceAmt
Contributions$716,559ContributionsAmt
Investment Earnings Or Losses$4,002InvestmentEarningsOrLossesAmt
Grants Or Scholarships$7,032GrantsOrScholarshipsAmt
Other Expenditures$1,748,558OtherExpendituresAmt
End Year Balance$6,336,547EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.99100BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00800PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00100TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$802,634OtherCostOrOtherBasisAmt
Depreciation$527,263DepreciationAmt
Book Value$275,371BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$495,355OtherCostOrOtherBasisAmt
Depreciation$449,868DepreciationAmt
Book Value$45,487BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$937,757OtherCostOrOtherBasisAmt
Depreciation$497,511DepreciationAmt
Book Value$440,246BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$761,104TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEFERRED RENT$180,712
DEFERRED COMPENSATION$391,216
FieldValueIRS element (for citing)
Total Liability$571,928TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,124,261TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$329,591NetUnrealizedGainsInvstAmt
Other Revenue$463OtherRevenueAmt
Revenue Not Reported$330,054RevenueNotReportedAmt
Revenue Subtotal$10,794,207RevenueSubtotalAmt
Investment Expenses Not Incld$60,915InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$60,915RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,855,122TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,750,119TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$463OtherExpensesIncludedAmt
Expenses Not Reported$463ExpensesNotReportedAmt
Expenses Subtotal$8,749,656ExpensesSubtotalAmt
Investment Expenses Not Incld2$60,915InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$60,915ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,810,571TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:AACOM HAS DESIGNATED CERTAIN NET ASSETS FOR SPECIFIED PURPOSES AMOUNTS DESIGNATED MAY BE EXTENDED, ADJUSTED, OR RE-DESIGNATED AT THE DISCRETION OF THE BOARD OF DEANS IN DECEMBER 2004, AACOM IMPLEMENTED ITS RESERVE LEVEL AND SPENDING POLICIES BY REALLOCATING FUNDS FROM THE GENERAL FUND TO A BOARD DESIGNATED RESERVE FUND, A PROJECT CONTINGENCY FUND, AND AN OPERATING CONTINGENCY FUND IN ACCORDANCE WITH THE POLICY GUIDELINES. PERMANATELY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2014 AND 2013, ARE COMPRISED OF THE SHERRY R. ARNSTEIN MINORITY STUDENT SCHOLARSHIP FUND, WHICH ASSISTS MINORITY STUDENTS AT MEMBER COLLEGES. THE INCOME EARNED ON THE PERMANANTELY 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 EXPENSE NETTED IN INCOME 463.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES NETTED IN INCOME 463.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
MINORITY STUDENT SCHOLARSHIPS5$10,000
STUDENT DO AWARD/SCHOLARSHIP1$1,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationQUARTERLY 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 SCHOLARHSIP IS MADE ANNULLY TO UNDERREPRESENTED MINORITY STUDENTS AT AN AACOM MEMBER COLLEGE OF OSTEOPATHIC MEDICINE. 5 SCHOLARSHIPS OF $2,000 EACH WERE AWARDED DURING THE 2013 FISCAL YEAR. APPLICANTS FOR THE SCHOLARSHIP MUST BE UNDERREPRESENTED MINORITY STUDENTS ENROLLED AND IN GOOD STANDING ACADEMICALLY AT AN AACOM MEMBER COLLEGE OF OSTEOPATHIC MEDICINE. THE DEFINITION OF AN "UNDERREPRESENTED MINORITY GROUP" WILL BE THE FEDERAL GOVERNMENT'S CURRENT DEFINITION ALL UNDERREPRESENTED MINORITY STUDENTS WILL BE 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 D.O. 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 THE AACOM SENIOR STAFF OR A TASK FORCE WHO 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 SCHOLARSHIP.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN SHANNON
PRESIDENT, CEO$379,322$0$20,212$0$30,847$0$25,000$0$12,741$0$468,122$0$0$0
JOHN ROANE
CHIEF OPERATING OFFICER, COO$203,561$0$15,000$0$408$0$7,763$0$17,380$0$244,112$0$0$0
LUKE MORTENSEN
VP AND CHAIR FOR MEDICAL EDUCATION$177,678$0$7,000$0$324$0$654$0$11,719$0$197,375$0$0$0
PAMELA MURPHY
VP OF GOVERNMENT RELATIONS$170,236$0$12,000$0$138$0$17,118$0$5,276$0$204,768$0$0$0
TYLER CYMET
ASSOCIATE VP FOR MEDICAL EDUCATION,$151,323$0$6,000$0$17,584$0$18,452$0$27,288$0$220,647$0$0$0
THOMAS LEVITAN
VP RESEARCH AND ASSISTANT TO THE PRE$170,620$0$15,000$0$1,018$0$17,118$0$13,114$0$216,870$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFICA GROSS-UP PAYMENT FOR HOLIDAY AND OTHER GIFT CERTIFICATES GIVEN TO EMPLOYEES STEPHEN C. SHANNON,DO,MPH, AIRLINE CLUB DUES,$375,TAXABLE, CAR ALLOWANCE, $7,800, TAXABLE.
PART I, LINE 4AANNA NARANJO RECEIVED $36,680 IN SEVERANCE PAY.
PART I, LINE 7BONUS IS SET BASED ON PERFORMANCE. THE EXECUTIVE TEAM MAKES A DECISION HOW MUCH TO AWARD THE EMPLOYEE AT THE END OF THE FISCAL YEAR.

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)

Relationship With OrgRelationshipWithOrgTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
LUKE MORTENSEN
HIGHLY COMPENSATED EMPLOYEE OF AACOMYes (X)$4,310$1,01400Yes (1)
TYLER CYMET
HIGHLY COMPENSATED EMPLOYEE OF AACOMYes (X)$2,850$1,40600Yes (1)
PAMELA MURPHY
HIGHLY COMPENSATED EMPLOYEE OF AACOMYes (X)$5,040$2,48700Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$4,907TotalBalanceDueAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART II, COLUMN C, PURPOSE OF LOAN:FormAndLineReferenceDesc
ExplanationEFFECTIVE 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 (THIS NOTE CONTINUES ON NEXT PAGE) 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PAGE 1, PART I, LINE 1:(CONT) INNOVATION, COLLABORATION AND COMMUNITY - AACOM WORKS TO FOSTER COLLABORATION AND INNOVATION AMONG ITS MEMBER COLLEGES IN NUMEROUS AREAS INCLUDING ADMINISTRATION, EDUCATION, RESEARCH AND SERVICE. CENTRALIZED SERVICES - AACOM PROVIDES CENTRALIZED SERVICES INCLUDING DATA COLLECTION AND ANALYSIS AND OPERATION OF AACOMAS, THE NATION'S ONLINE APPLICATION SERVICE FOR STUDENTS APPLYING TO US OSTEOPATHIC MEDICAL SCHOOLS. ENHANCED AWARENESS - AACOM DEVELOPS NATIONAL INITIATIVES TO PROMOTE AND RAISE AWARENESS OF OSTEOPATHIC MEDICAL EDUCATION AND OSTEOPATHIC MEDICINE.
FORM 990, PART VI, SECTION A, LINE 1DURING THE YEAR THERE WERE THIRTY-TWO VOTING BOARD MEMBERS. AT JUNE 30, 2014 THERE WERE ONLY 35 VOTING BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 6THE 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 11THE 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 12CBOARD 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 15AACOM 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.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER CONSULTANTS: PROGRAM SERVICE EXPENSES 169,021. MANAGEMENT AND GENERAL EXPENSES 97,595. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 266,616. ACCOUNTING AND HR CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 193,144. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,144. TECHNOLOGY CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 292,917. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 292,917. HR CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,021. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,021. LEGISLATIVE AND LOBBYING SUPPORT: PROGRAM SERVICE EXPENSES 150,492. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150,492.
FORM 990, PART XII, LINE 2C:THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.

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