2014-02-10T09:12:16-06:00 2013-06-30 420714325 MCGLADREY LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 208787340 990 2012-07-01 237190271 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE AMER 3019684100 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 STEPHEN C SHANNONDOMPH 3019684100 2014-02-10 1 WILLIAM E TURCO CPA P00369217 3012963600 2012 2015-11-30 17:44:51Z AACOM STEPHEN C SHANNONDOMPH 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 10234328 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. 30 30 38 32 21602 16202 29140 69785 7228305 8277970 236580 238805 48981 47939 7543006 8634499 69281 110914 0 0 3569396 3813798 0 0 0 2969148 3548674 6607825 7473386 935181 1161113 16039997 18224059 3645131 4290406 12394866 13933653 X THE PRIMARY EXEMPT PURPOSE OF THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) IS THE ADVANCEMENT AND ENRICHMENT OF EDUCATION IN OSTEOPATHIC MEDICINE AND THE OSTEOPATHIC PROFESSION. 0 0 1507626 6936774 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 STUDENT APPLICANTS, ALLOWING THEM TO APPLY TO SEVERAL MEDICAL SCHOOLS WITH A SINGLE COMMON APPLICATION. THE CENTRALIZED SERVICE ALSO STANDARDIZES AND SIMPLIFIES THE APPLICATION REVIEW PROCESS FOR AACOM MEMBER COLLEGES BY VERIFYING APPLICATION DATA. DURING FISCAL YEAR 2012, 25 COLLEGES AND 4 BRANCH CAMPUSES, AND APPROXIMATELY 15,176 STUDENT APPLICANTS BENEFITED. AACOMAS WORKS TO DEVELOP AWARENESS ABOUT OSTEOPATHIC MEDICINE AMONG POTENTIAL MEDICAL SCHOOL APPLICANTS THROUGH RECRUITMENT PROGRAMS AND ACTIVITIES, AND SUPPORTS AND WORKS IN COLLABORATION WITH COLLEGE AND PROGRAM ADMISSION AND STUDENT SERVICES OFFICERS. 894998 2903 OFFICE OF MEDICAL EDUCATION:THE AACOM OFFICE OF MEDICAL EDUCATION WORKS WITH THE MEMBER COLLEGES TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICAL EDUCATION THROUGHOUT THE EDUCATIONAL CONTINUUM. THE DEPARTMENT DEVELOPS AND PROVIDES INFORMATION, RESOURCES AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR OSTEOPATHIC MEDICAL EDUCATORS, ADMINISTRATORS AND RESEARCHERS, AND PROMOTES COLLABORATION AMONG THESE KEY STAKEHOLDERS. THE DEPARTMENT ALSO PROVIDES GRANTS FOR MEDICAL EDUCATION RESEARCH AND INSTITUTIONAL RESEARCH. THE DEPARTMENT ALSO ADMINISTERS THE NATIONAL ACADEMY OF OSTEOPATHIC MEDICAL EDUCATORS, WHICH RECOGNIZES AND SUPPORTS ACADEMIC EXCELLENCE AND SCHOLARSHIP IN THE OSTEOPATHIC MEDICAL EDUCATION PROFESSION. DEPARTMENT STAFF SUPPORTS AND WORKS IN COLLABORATION WITH THE FACULTY, RESEARCHERS AND STUDENT LEADERS AT THE MEMBER COLLEGES. 875275 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, EDUCATES POLICY MAKERS TO THE NEEDS OF STUDENTS AND OSTEOPATHIC MEDICAL EDUCATORS, AND WORKS IN CONCERT WITH VARIOUS NATIONAL ORGANIZATIONS AND COALITIONS TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ISSUES RELEVANT TO OSTEOPATHIC MEDICAL EDUCATION. GOVERNMENT RELATIONS STAFF SUPPORT AND WORK IN COLLABORATION WITH THE BOARD OF DEANS, GOVERNMENT RELATIONS REPRESENTATIVES, FINANCIAL AID OFFICERS AND STUDENT LEADERS AT MEMBER COLLEGES. 587442 13163 COMMUNICATIONS AND MARKETING:AACOM'S DEPARTMENT OF COMMUNICATIONS AND MARKETING COMMUNICATES AND PROMOTES THE DISTINCTIVE CHARACTERISTICS AND BENEFITS OF OSTEOPATHIC MEDICAL EDUCATION TO THE MEDIA, STUDENTS, EDUCATORS, AND THE GENERAL PUBLIC THROUGH ELECTRONIC AND PRINT PUBLICATION, VIDEOS, THE WEBSITE AND SOCIAL MEDIA OUTLETS. THE DEPARTMENT DEVELOPS AND DISTRIBUTES TARGETED COMMUNICATIONS REGARDING THE WORK OF THE ASSOCIATION, ITS MEMBER COLLEGES AND THE BROADER OSTEOPATHIC MEDICAL COMMUNITY AND COORDINATES A VARIETY OF MEMBER ACTIVITIES, INCLUDING AN ANNUAL MEETING THAT ATTRACTED 500 PARTICIPANTS THIS YEAR. AACOM'S ANNUAL PUBLICATION OF THE COLLEGE INFORMATION BOOK, WHICH INCLUDES INFORMATION ABOUT ALL OF THE MEMBER COLLEGES, IS ALSO CREATED BY THE DEPARTMENT. DEPARTMENT STAFF WORK IN COLLABORATION WITH THE PUBLIC RELATIONS, MARKETING AND DEVELOPMENT AND ALUMNI RELATIONS PROFESSIONALS AT THE MEMBER COLLEGES. 540300 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 THESE DATA TO THE MEMBER COLLEGES, HEALTH POLICY MAKERS, MEMBERS OF CONGRESS AND THE GENERAL PUBLIC. 219215 285241 ANNUAL MEETING 138875 110914 67698 SCHOLARSHIPS AND RESEARCH GRANTS 76711 11984 COUNCIL OF STUDENT GOVERNMENT PRESIDENTS (COSGP) 140000 VISITING STUDENT APPLICATION SERVICE 152542 PRESIDENT CONTINGENCY FUND 1855085 110914 378086 5132984 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 21 0 1 38 1 1 1 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X JOHN E ROANE CHIEF OPERATING OFFICER 3019684144 5550 FRIENDSHIP BOULEVARD NO 310 CHEVY CHASE MD 208157231 MARC B HAHN DO 3.00 X X 0 0 0 KENNETH J VEIT DO MBA 3.00 X X 0 0 0 MICHAEL B CLEARFIELD DO 3.00 X X 0 0 0 CLINTON E ADAMS DO MPA 3.00 X X 0 0 0 ANTHONY J SILVAGNI DO PHARMD 1.00 X 0 0 0 THOMAS A CAVALIERI DO 2.00 X 0 0 0 CRAIG J LENZ DO 1.00 X 0 0 0 LORI A KEMPER DO MS 1.00 X 0 0 0 JOHN M KAUFFMAN DO 1.00 X 0 0 0 KAREN J NICHOLS DO MA 1.00 X 0 0 0 MICHAEL WIETING DO 1.00 X 0 0 0 DAVID PLUNDO DO 1.00 X 0 0 0 MARGARET WILSON DO 1.00 X 0 0 0 SILVIA M FERRETTI DO 1.00 X 0 0 0 PAUL EVANS DO 1.00 X 0 0 0 WILLIAM STRAMPEL DO 1.00 X 0 0 0 BARBARA ROSS-LEE DO 1.00 X 0 0 0 WOLFGANG GILLIAR DO 1.00 X 0 0 0 KENNETH JOHNSON DO 1.00 X 0 0 0 KAYSE M SHRUM DO 1.00 X 0 0 0 ROBYN PHILLIPS-MADSON DO 1.00 X 0 0 0 BOYD R BUSER DO 1.00 X 0 0 0 BRUCE DUBIN DO 1.00 X 0 0 0 KAY KALOUSEK DO 1.00 X 0 0 0 ROBERT L GOLDBERG DO 1.00 X 0 0 0 PETER DANE DO 1.00 X 0 0 0 DOUGLAS WOOD DO PHD 1.00 X 0 0 0 DON N PESKA DO MED 1.00 X 0 0 0 DIXIE TOOKE-RAWLINS DO 1.00 X 0 0 0 LORENZO L PENCE DO 1.00 X 0 0 0 PAULA CRONE DO 1.00 X 0 0 0 DARRELL E LOVINS DO MPH 1.00 X 0 0 0 STEPHEN C SHANNON DO MPH 37.50 X 425130 0 34607 JOHN ROANE 37.50 X 86695 0 3428 NANCY C CIOFFARI 37.50 X 182774 0 18122 THOMAS LEVITAN MED 37.50 X 183149 0 26280 TYLER CYMET DO 37.50 X 151284 0 38852 WENDY FERNANDO 37.50 X 145145 0 21802 LINDA R HEUN PHD 37.50 X 121301 0 17219 PAMELA A MURPHY MSW 37.50 X 165422 0 18810 1460900 0 179120 7 0 1 0 HOGAN LOVELIS US LLP 555 13TH ST NW 800E WASHINGTON DC 20004 LEGAL SERVICES 153818 CAVAROCCHI RUSCIO DENNIS LLC 600 MD AVE SW SUITE 835W WASHINGTON DC 20024 LOBBYING/LEGIS. 139069 LEHMAN ASSOCIATES LLC 2308 MT VERNON AVENUE SUITE 713 ALEXANDRIA VA 22301 TECHNOLOGY SUPPORT 104085 3 69785 69785 STUDENT APPLICATION FE 900099 6936774 6936774 MEMBERSHIP DUES 900099 1055955 1055955 ANNUAL MEETING 900099 285241 224146 2095 59000 8277970 202717 202717 1635917 1599829 36088 36088 36088 OTHER INCOME 900099 28432 28432 JOB PLACEMENT ADVERTIS 900004 19507 19507 47939 8634499 8216875 21602 326237 X 99914 99914 11000 11000 969151 524806 444345 2111697 1659281 452416 217856 189993 27863 320778 338753 -17975 194316 167319 26997 88825 3473 85352 25775 25775 116275 116275 58790 58790 768148 197809 570339 18484 18484 158423 87317 71106 506265 390269 115996 437193 307264 129929 246125 124289 121836 380263 320574 59689 188221 102366 85855 26584 26584 TAXES 2720 2720 OTHER EXPENSES 169349 153776 15573 CREDIT CARD SERVICES 166238 166238 DUES, MEMBERSHIPS AND S 103493 66281 37212 87503 87503 7473386 5132984 2340402 0 100 8220109 9861517 34486 169417 9750 400525 370829 1853475 1320822 636960 532653 6164384 6980827 583433 299066 16039997 18224059 555422 1104660 2233045 2654567 856664 531179 3645131 4290406 X 12299039 13849576 18053 6303 77774 77774 12394866 13933653 16039997 18224059 1161113 377674 0 X 0 1 X 1 0 X 860688 885108 953766 1008454 1125740 4833756 4639496 4930271 5680231 6278107 7248352 28776457 5500184 5815379 6633997 7286561 8374092 33610213 0 0 0 33610213 342832 298730 241164 233295 202717 1318738 607 9284 10818 16202 36911 342832 299337 250448 244113 218919 1355649 5843016 6114716 6884445 7530674 8593011 34965862 0.96120 0.95190 0.03880 0.04810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 457 258067 258524 7214862 7473386 523669 130917 0 0 433522 443898 479844 523669 1880933 2821400 352663 405204 461495 258524 1477886 108381 110975 119961 130917 470234 705351 8872 1125 4759 457 15213 7912251 1783695 241 241 1524296 8171650 6980970 1927863 960 669 996873 7912251 6336547 907273 1724 264574 6980970 7371576 716559 4002 7032 1748558 6336547 7421632 791213 5164 13000 833433 7371576 0.99020 0.00950 0.00030 0 0 739639 443225 296414 503626 456329 47297 610210 421268 188942 532653 DEFERRED COMPENSATION 299066 DEFERRED RENT 232113 531179 X 8950640 377674 377674 8572966 61533 61533 8634499 7411853 0 7411853 61533 61533 7473386 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: AACOM HAS DESIGNATED CERTAIN NET ASSETS FOR SPECIFIC 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. PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2012 AND 2011, ARE COMPRISED OF 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: AACOM IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, AACOM QUALIFIES FOR CHARITABLE CONTRIBUTIONS DEDUCTIONS AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. BUSINESS INCOME, WHICH IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. AACOM HAD NET UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2013 AND 2012, FOR WHICH IT PAID $2,745 AND $4,392 IN INCOME TAXES, RESPECTIVELY. ON JULY 1, 2009, AACOM ADOPTED THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH 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, AACOM 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. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. AACOM IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS, AND THEREFORE, NO TAX LIABILITIES HAVE BEEN RECORDED AS OF JUNE 30, 2013, OR ANY RELATED INTEREST AND PENALTIES INCLUDED IN THE BALANCE SHEETS OR STATEMENTS OF ACTIVITIES. GENERALLY, AACOM IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR MARYLAND TAX AUTHORITIES FOR YEARS BEFORE 2010. 1 A-OPTIC 147 SYCAMORE STREET PIKEVILLE KY 41501 611377379 501(C)(3) 10000 PILOT TECHNICAL REPORT SYSTEM FOR TEACHING STUDENTS AND RESIDENTS PUBLICATION FUNDAMENTALS AT STILL UNIVERSITY (ATSU) 800 W JEFFERSON ST - GAYLAH SUBLETTE KIRKSVILLE MO 635011464 430356250 501(C)(3) 14935 PILOT TECHNICAL REPORT SYSTEM FOR TEACHING STUDENTS AND RESIDENTS PUBLICATION FUNDAMENTALS AND INTEGRATION OF PHYSIOLOGIC MEASUREMENTS WITH OSTEOPATHIC MANIPULATIVE TREATMENT NOVA SOUTHEASTERN UNIVERSITY 3100 SW 9TH AVE FORT LAUDERDALE FL 33315 591083502 501(C)(3) 20000 IMPROVING OSTEOPATHIC POST-DOCTORAL TRAINING WITH BASIC SCIENCE AND OSTEOPATHIC MANIPULATIVE MEDICINE INTEGRATION; MEDICAL SCHOOL APPLICANTS; INTERPROFESSIONAL EDUCATION: FACULTY READINESS FOR INTERPROFESSIONAL LEARNING (MEDICAL EDUCATION THEME: IMPACT OF INTERPROFESSIONAL EDUCATION ON PRACTICE HABITS/PATIENT OUTCOMES) OSU-COM 1 OHIO UNIVERSITY ATHENS OH 45701 736017987 501(C)(3) 10000 FACTORS AFFECTING OSTEOPATHIC RESIDENCY CHOICES 4 MINORITY STUDENT SCHOLARSHIPS 4 10000 STUDENT DO AWARD/SCHOLARSHIP 1 1000 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 MADE ANNUALLY TO UNDERREPRESENTED MINORITY STUDENTS AT AN AACOM MEMBER COLLEGE OF OSTEOPATHIC MEDICINE. FOUR SCHOLARSHIPS OF $2,500 EACH WERE AWARDED DURING THE 2012 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. X X 1 1 X X X X X 0 0 0 0 0 0 0 1 0 STEPHEN C SHANNON DO MPH 378559 0 20212 0 26359 0 25000 0 14583 0 464713 0 0 0 NANCY C CIOFFARI 161074 0 10000 0 11700 0 13143 0 8113 0 204030 0 0 0 THOMAS LEVITAN MED 172179 0 10000 0 970 0 17273 0 13175 0 213597 0 0 0 TYLER CYMET DO 130575 0 4000 0 16709 0 16602 0 30183 0 198069 0 0 0 WENDY FERNANDO 140894 0 4000 0 251 0 14141 0 11475 0 170761 0 0 0 PAMELA A MURPHY MSW 159306 0 6000 0 116 0 16025 0 6290 0 187737 0 0 0 PART I, LINE 1A FICA 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 7 BONUS IS SET BASED ON PERFORMANCE. THE EXECUTIVE TEAM MAKES A DECISION HOW MUCH TO AWARD THE EMPLOYEE AT THE END OF THE FISCAL YEAR. JOHN ROANE OFFICER OF AACOM SEE PART V X 4040 3090 0 0 1 TYLER CYMET HIGHLY COMPENSATED EMPLOYEE OF AACOM SEE PART V X 2850 2406 0 0 1 PAMELA A MURPHY HIGHLY COMPENSATED EMPLOYEE OF AACOM SEE FOOTNOTE ON PART V, NEXT PAGE X 5040 4254 0 0 1 9750 SCHEDULE L, PART II, COLUMN C, PURPOSE OF LOAN: 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. ORGANIZATION'S MISSION 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 U.S. 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, LINE 1A, VOTING BOARD MEMBERS: DURING THE YEAR THERE WERE THIRTY-TWO VOTING BOARD MEMBERS. AT JUNE 30, 2013, THERE WERE ONLY 30 VOTING BOARD MEMBERS. 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 FINANCIAL CONSULTANT 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 AUDIT COMMITTEE CHAIR THEN REPORTS ON THE 990 TO THE EXECUTIVE COMMITTEE. EITHER BEFORE OR AFTER THE CHAIR REPORTS TO THE EXECUTIVE COMMITTEE, BASED ON TIMING, THE BOARD OF DEANS IS INFORMED THAT THE 990 IS AVAILABLE FOR VIEWING ON A SECURE SITE ON AACOM'S WEBSITE. THIS IS DONE PRIOR TO FILING THE 990 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 ETHICS 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 15 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 OFFICERS AND KEY EMPLOYEES ARE REVIEWED PERIODICALLY BY ANOTHER OUTSIDE CONSULTING FIRM. THE LAST SALARY STUDY FOR THESE EMPLOYEES WAS CONDUCTED IN DECEMBER 2010 AND IMPLEMENTED ON JULY 1, 2011. THE ASAE YEARLY SALARY REVIEW FOR THE ASSOCIATIONS IS ALSO PURCHASED TO REVIEW THE SALARIES OF THE ASSOCIATION WHETHER THEY ARE STILL ALIGNED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT CURRENTLY MADE AVAILABLE TO THE PUBLIC. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTATION AND TRAINING: PROGRAM SERVICE EXPENSES 138,971. MANAGEMENT AND GENERAL EXPENSES 518,167. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 657,138. TEMP WORK AND CONTRACTORS: PROGRAM SERVICE EXPENSES 58,838. MANAGEMENT AND GENERAL EXPENSES 52,172. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 111,010.