AMERICAN OSTEOPATHIC ASSOCIATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSTEOPATHIC ASSOCIATION (EIN 36-2170786)
- Tax period
- 2010-06-01 to 2011-05-31
- Filed
- 2012-03-15
- IRS object ID
- 201200769349300245
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T16:57:56-05:00 | Timestamp |
| Tax Period End Date | 2011-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | McGladrey & Pullen LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One South Wacker Drive Suite 800 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 606063392 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170786 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Osteopathic Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 3122028115 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John B Crosby JD | Name |
| Title | Executive Director | Title |
| Phone | 3122028115 | Phone |
| Date Signed | 2012-03-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David Faje | Name |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | John B Crosby JD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 52194352 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.OSTEOPATHIC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1897 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | The American Osteopathic Association (AOA) is a member association representing 77,861 osteopathic physicians (D.O.s). The AOA serves as the primary certifying body for D.O.s, and is the accrediting agency for all osteopathic medical colleges and health care facilities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 27 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 236514 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -511020 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2079970 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2363503 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 30777967 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32760616 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 965086 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1801499 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 498043 | OtherRevenuePriorYear |
| Other Revenue Current Year | 594690 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34321066 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37520308 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 588272 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 513862 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 14212170 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15567772 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17521344 | OtherExpensePriorYear |
| Other Expenses Current Year | 19515859 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32321786 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35597493 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1999280 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1922815 | RevenuesLessExpensesCY |
| Total Assets BOY | 53386141 | TotalAssetsBOY |
| Total Assets EOY | 59044162 | TotalAssetsEOY |
| Total Liabilities BOY | 18188269 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18439294 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 35197872 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40604868 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The AOA's mission is to advance the distinctive philosophy and practice of osteopathic medicine. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3820418 | Expense |
| Revenue | 5290197 | Revenue |
| Description | Department of Education:The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In 2011, the AOA:-Established new (osteopathic continuous certification) performance criteria for osteopathic physicians;-Monitored and recorded the progress of 5,824 trainees in 920 residency training programs; -Accomplished national educational conference for medical directors, educators, and CME sponsors;-Monitored and recorded 10.6 million CME credit hours for the 3-year CME cycle of 32,395 osteopathic physicians;-Began implementation of new uniform standards for educational activities;-Reviewed 9 sets of specialty training standards;-Conducted six site visits of Osteopathic Postdoctoral Training Institutions;-Inspected 138 postdoctoral training programs;-Comprehensively reviewed the examination procedures, scoring standards, and fiscal viability of six specialty certification boards;-Re-accredited 73 CME sponsors; and-Awarded 1,090 new general certifications, 145 new certifications of added qualifications, and 866 recertifications to osteopathic physicians. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1988408 | Expense |
| Revenue | 17659821 | Revenue |
| Description | 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 42,083 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3048654 | Expense |
| Revenue | 236514 | Revenue |
| Description | Publications:The AOA publishes peer-reviewed scientific articles in its publications that provide continuing medical education (CME) to osteopathic physicians and other readers. The articles also complement the undergraduate medical education of osteopathic medical students. The peer-reviewed publications, which include JAOA-The Journal of the American Osteopathic Association, JAOA supplements, The Whole Patient supplements to the JAOA, AOA Health Watch, AOA's Women and Wellness and Dialogue and Diagnosis, are distributed to the more than 40,000 osteopathic physicians who are members of the AOA as well as medical and scientific libraries and are also available on-line. In addition, the AOA produces an online news-and-feature publication to keep osteopathic physicians and osteopathic medical students informed of the socioeconomic, regulatory and networking developments within the osteopathic medical profession specifically and medicine in general. The expenses for AOA publications cover the editorial development, production, printing, distribution and online posting. | Description |
Activity Other ActivityOther (7 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 513862 | 513862 | 0 | Grants:Grants provided to organizations and individuals to further studies in the field of osteopathic medicine. 15 individuals were given $20,000 in grants and 43 entities were provided with grants totaling $493,862 to fund research and advancement for the osteopathic profession. |
| 3471485 | 4129212 | Conventions:Revenues and expenses associated with the annual convention held by the AOA in connection with osteopathic medicine. | |
| 4239238 | 5088357 | Certifying Boards:Revenues and expenses incurred in connection with the Certifying Boards represent amounts spent to develop and administer psychometrically valid examinations. | |
| 5992245 | 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 77,861 DO's currently practicing in the United States. | |
| 2441405 | 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. | |
| 2226281 | 0 | Bureau/Council/Committee expenses:Expenses related to AOA's 67 Bureau/Council/Committee and their strategic plan directives. | |
| 386369 | 356515 | Expenses and revenues incurred with various committees not previously listed that promote and lead the AOA in accomplishing its exempt purpose. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19270885 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 513862 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 9574084 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 28128365 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 525 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 27 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frank Bedford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3122028115 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60611 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (41 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Karen J Nichols DO | ||||||||
| President | 38.00 | X | X | 12652 | 0 | 0 | ||
| Martin S Levine DO | ||||||||
| President Elect | 38.00 | X | X | 83852 | 0 | 0 | ||
| Larry A Wickless DO | ||||||||
| Past President | 38.00 | X | X | 164736 | 0 | 0 | ||
| Mark A Baker DO | ||||||||
| Trustee | 2.00 | X | 13200 | 0 | 0 | |||
| John W Becher Jr DO | ||||||||
| Trustee | 2.00 | X | 15186 | 0 | 0 | |||
| John Bodell DO | ||||||||
| Trustee | 2.00 | X | 5600 | 0 | 0 | |||
| William Burke | ||||||||
| Trustee | 2.00 | X | 6648 | 0 | 0 | |||
| Ronald R Burns DO | ||||||||
| Trustee | 2.00 | X | 13874 | 0 | 0 | |||
| Boyd R Buser DO | ||||||||
| Trustee | 2.00 | X | 24348 | 0 | 0 | |||
| Joel B Cooperman DO | ||||||||
| Trustee | 2.00 | X | 7000 | 0 | 0 | |||
| James J Dearing DO | ||||||||
| Trustee | 2.00 | X | 6800 | 0 | 0 | |||
| Thomas L Ely DO | ||||||||
| Trustee | 2.00 | X | 12820 | 0 | 0 | |||
| Joseph Giaimo DO | ||||||||
| Trustee | 2.00 | X | 5400 | 0 | 0 | |||
| Robert Juhasz DO | ||||||||
| Trustee | 2.00 | X | 14500 | 0 | 0 | |||
| Suzanne E Kelley DO | ||||||||
| Trustee | 2.00 | X | 7600 | 0 | 0 | |||
| William S Mayo DO | ||||||||
| Trustee | 2.00 | X | 10500 | 0 | 0 | |||
| Carol L Monson DO | ||||||||
| Trustee | 2.00 | X | 11100 | 0 | 0 | |||
| Michael K Murphy DO | ||||||||
| Trustee | 2.00 | X | 6600 | 0 | 0 | |||
| Susan Sevensma | ||||||||
| Trustee | 2.00 | X | 3600 | 0 | 0 | |||
| Ray E Stowers | ||||||||
| Trustee | 2.00 | X | 6377 | 0 | 0 | |||
| Norman E Vinn DO | ||||||||
| Trustee | 2.00 | X | 15927 | 0 | 0 | |||
| Barbara E Walker DO | ||||||||
| Trustee | 2.00 | X | 5909 | 0 | 0 | |||
| Joseph M Yasso DO | ||||||||
| Trustee | 2.00 | X | 12350 | 0 | 0 | |||
| Carl M Pesta DO | ||||||||
| Speaker of the House of Delegates | 2.00 | X | 6600 | 0 | 0 | |||
| Ray Morrison DO | ||||||||
| Vice-Speaker of the House | 2.00 | X | 5400 | 0 | 0 | |||
| Frank W Bedford CPA | ||||||||
| Controller | 38.00 | X | 195813 | 0 | 31229 | |||
| John B Crosby JD | ||||||||
| Executive Director | 38.00 | X | 737779 | 0 | 32842 | |||
| Gilbert D'Alonzo DO | ||||||||
| AOA Editor in Chief | 38.00 | X | 44048 | 0 | 0 | |||
| Joshua Prober JD | ||||||||
| General Counsel | 38.00 | X | 198894 | 0 | 30505 | |||
| Michael Mallie | ||||||||
| Associate Executive Director | 38.00 | 205284 | 0 | 33024 | X | |||
| Shawn Martin | ||||||||
| Department Director | 38.00 | 176675 | 0 | 15442 | X | |||
| Ollie McCarroll | ||||||||
| Department Director | 38.00 | 180877 | 0 | 29599 | X | |||
| Konrad Miscowicz-Retz | ||||||||
| Department Director | 38.00 | 179250 | 0 | 18467 | X | |||
| Sydney Olson | ||||||||
| Associate Executive Director | 38.00 | 221108 | 0 | 18828 | X | |||
| Randy Roash | ||||||||
| National Sales Manager | 38.00 | 182867 | 0 | 31077 | X | |||
| Jim Swartwout | ||||||||
| Associate Executive Director | 38.00 | 225115 | 0 | 30689 | X | |||
| Diane Burkhardt | ||||||||
| Department Director | 38.00 | 155660 | 0 | 9488 | X | |||
| Mike Fitzgerald | ||||||||
| Assoc. Editor & Publisher | 38.00 | 114212 | 0 | 26453 | X | |||
| Linda Mascheri | ||||||||
| Department Director | 38.00 | 123269 | 0 | 22871 | X | |||
| Sherry McAuliffe | ||||||||
| Department Director | 38.00 | 147299 | 0 | 15979 | X | |||
| Ann Wittner | ||||||||
| x | 38.00 | 101413 | 0 | 13376 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3668142 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 359869 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Mehlman Vogel Castegnetti Inc | |||||
| 1341 G Street NW | Washington | DC | 20005 | Legal Services | 210071 |
| Brand Resources Group Inc | |||||
| 110 Union Street Suite 300 | Alexandria | VA | 22314 | Marketing Campaign Consulting | 194773 |
| Susqtech | |||||
| PO Box 825 | Winchester | VA | 22604 | IT Consulting | 125419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| All Other Contributions | 2363503 | AllOtherContributions |
| Total Contributions | 2363503 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Membership Fees | 900099 | 17235847 | 17235847 |
| Certifying Boards | 900099 | 5088357 | 5088357 |
| Convention | 900099 | 4129212 | 4129212 |
| Post Doctoral Ed Fees | 900099 | 2682079 | 2682079 |
| College Accreditation | 900099 | 1554113 | 1554113 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2071008 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1834494 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 236514 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32760616 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 863990 | TotalRevenueColumn |
| Exclusion | $863,990 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2423982 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2159717 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 264265 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 264265 | TotalRevenueColumn |
| Exclusion | $264,265 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13451836 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12514327 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 937509 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 937509 | TotalRevenueColumn |
| Exclusion | $937,509 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| Vendor Rebates | 900099 | 177269 | $177,269 |
| Other Revenue | 900099 | 153156 | $153,156 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 330425 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37520308 | TotalRevenueColumn |
| Related Or Exempt Function Income | 32524102 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 236514 | UnrelatedBusinessRevenue |
| Exclusion | $2,396,189 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 493862 | Total |
| Program Services | 493862 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20000 | Total |
| Program Services | 20000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4071011 | Total |
| Program Services | 2960172 | ProgramServices |
| Management And General | 1110839 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8446822 | Total |
| Program Services | 6141974 | ProgramServices |
| Management And General | 2304848 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798159 | Total |
| Program Services | 580369 | ProgramServices |
| Management And General | 217790 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1370812 | Total |
| Program Services | 996764 | ProgramServices |
| Management And General | 374048 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 880968 | Total |
| Program Services | 640582 | ProgramServices |
| Management And General | 240386 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134080 | Total |
| Program Services | 97494 | ProgramServices |
| Management And General | 36586 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90190 | Total |
| Program Services | 65580 | ProgramServices |
| Management And General | 24610 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386976 | Total |
| Program Services | 281384 | ProgramServices |
| Management And General | 105592 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991727 | Total |
| Program Services | 721119 | ProgramServices |
| Management And General | 270608 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1435062 | Total |
| Program Services | 1043483 | ProgramServices |
| Management And General | 391579 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 834648 | Total |
| Program Services | 606901 | ProgramServices |
| Management And General | 227747 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4423685 | Total |
| Program Services | 3216613 | ProgramServices |
| Management And General | 1207072 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3471485 | Total |
| Program Services | 3471485 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771077 | Total |
| Program Services | 560677 | ProgramServices |
| Management And General | 210400 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136955 | Total |
| Program Services | 99585 | ProgramServices |
| Management And General | 37370 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Certifying Boards | 4239238 | 4239238 | |
| Printing & Publications | 1012587 | 736287 | 276300 |
| Contract Services | 448105 | 325833 | 122272 |
| Processing and Bank Fee | 322945 | 234824 | 88121 |
| Staff Development | 124259 | 90353 | 33906 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 692840 | Total |
| Program Services | 503786 | ProgramServices |
| Management And General | 189054 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35597493 | Total |
| Program Services | 28128365 | ProgramServices |
| Management And General | 7469128 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1610 | BOY |
| EOY | 1610 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16739816 | BOY |
| EOY | 18640990 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 237229 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1006733 | BOY |
| EOY | 808457 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1184598 | BOY |
| EOY | 1471319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21942367 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13688756 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8755132 | BOY |
| EOY | 8253611 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25319827 | BOY |
| EOY | 29640950 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141196 | BOY |
| EOY | 227225 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53386141 | BOY |
| EOY | 59044162 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3837138 | BOY |
| EOY | 2982168 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13951788 | BOY |
| EOY | 15166515 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 399343 | BOY |
| EOY | 290611 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18188269 | BOY |
| EOY | 18439294 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34912275 | BOY |
| EOY | 40001732 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 285597 | BOY |
| EOY | 603136 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35197872 | BOY |
| EOY | 40604868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53386141 | BOY |
| EOY | 59044162 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1922815 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3484181 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1448260 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2876043 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1450956 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2079970 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2363503 | CurrentTaxYear |
| Total | 10218732 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29270141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29537419 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 29599112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30777967 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32768616 | CurrentTaxYear |
| Total | 151953255 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 30718401 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 32413462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31050068 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32857937 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35132119 | CurrentTaxYear |
| Total | 162171987 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 162171987 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3778408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3846914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3384736 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3434797 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3287972 | CurrentTaxYear |
| Total | 17732827 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3778408 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3846914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3384736 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3434797 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3287972 | CurrentTaxYear |
| Total | 17732827 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197616 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 238453 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 360126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 291235 | CurrentTaxYearMinus1Year |
| Current Tax Year | 330425 | CurrentTaxYear |
| Total | 1417855 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34694425 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36498829 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34794930 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36583969 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38750516 | CurrentTaxYear |
| Total | 181322669 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89440 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.91740 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.09780 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07410 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 3658 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 597164 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 600822 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 34996671 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 35597493 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 595801 | CurrentYearMinus3 |
| Current Year Minus2 | 801178 | CurrentYearMinus2 |
| Current Year Minus1 | 771628 | CurrentYearMinus1 |
| Current Year | 600822 | CurrentYear |
| Total | 2769429 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 161876 | CurrentYearMinus3 |
| Current Year Minus2 | 110046 | CurrentYearMinus2 |
| Current Year Minus1 | 107069 | CurrentYearMinus1 |
| Current Year | 3658 | CurrentYear |
| Total | 382649 | Total |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8030389 | BeginningOfYearBalance |
| Contributions | 43444 | Contributions |
| Investment Earnings Or Losses | 1285435 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 513862 | GrantsOrScholarships |
| Other Expenditures | 239240 | OtherExpenditures |
| End Of Year Balance | 8606166 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7432359 | BeginningOfYearBalance |
| Contributions | 442074 | Contributions |
| Investment Earnings Or Losses | 1020226 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 588272 | GrantsOrScholarships |
| Other Expenditures | 275998 | OtherExpenditures |
| End Of Year Balance | 8030389 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9293419 | BeginningOfYearBalance |
| Contributions | 358718 | Contributions |
| Investment Earnings Or Losses | -1585519 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 358277 | GrantsOrScholarships |
| Other Expenditures | 275982 | OtherExpenditures |
| End Of Year Balance | 7432359 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1625000 | OtherCostOrOtherBasis |
| Book Value | 1625000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8073237 | OtherCostOrOtherBasis |
| Depreciation | 5507290 | Depreciation |
| Book Value | 2565947 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6806044 | OtherCostOrOtherBasis |
| Depreciation | 3888487 | Depreciation |
| Book Value | 2917557 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5438086 | OtherCostOrOtherBasis |
| Depreciation | 4292979 | Depreciation |
| Book Value | 1145107 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8253611 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Liabilities | Description |
| Amount | $290,611 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 290611 | TotalOfAmounts |
| Total Revenue | 37520308 | TotalRevenue |
| Total Expenses | 35597493 | TotalExpenses |
| Excess Or Deficit For Year | 1922815 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3484181 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3484181 | TotalAdjustments |
| Excess Or Deficit Per FS | 5406996 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 30097983 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3484181 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3484181 | RevenueNotRptdF990 |
| Revenue Subtotal | 26613802 | RevenueSubtotal |
| Other Revenues Not Included | 10906506 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 10906506 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 37520308 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24690987 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24690987 | ExpensesSubtotal |
| Other Expenses Not Included | 10906506 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 10906506 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35597493 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The Association has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of earnings. The endowment assets are invested in a manner that is intended to produce results that exceed the price and yield results of the various indices set in the Association's investment policy, while assuming a moderate level of investment risk. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X: | 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, 2011 and 2010, there were no unrecognized tax positions identified or recorded as liabilities. |
| Part XII, Line 4b - Other Adjustments: | Publication Direct Expenses 3,048,654. Convention Direct Expenses 3,471,485. Certifying Boards Direct Exp. 4,239,238. Management Fees 147,129. | |
| Part XIII, Line 4b - Other Adjustments: | Publication Direct Expenses 3,048,654. Convention Direct Expenses 3,471,485. Certifying Boards Direct Exp. 4,239,238. Management Fees 147,129. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Cleveland Clinic Foundation | |||||||
| PO Box 931531 | Cleveland | OH | 44193 | 340714585 | 501(C)(3) | 46500 | To fund research for the advancement of the osteopathic profession. |
| Kirksville COM | |||||||
| 800 W Jefferson | Kirksville | MO | 63501 | 430356250 | 501(C)(3) | 52000 | To fund research for the advancement of the osteopathic profession. |
| Michigan State University | |||||||
| 301 Administration Building | East Lansing | MI | 48824 | 386005984 | 501(C)(3) | 59365 | To fund research for the advancement of the osteopathic profession. |
| Ohio University COM | |||||||
| Grosvenor Hall 234 | Athens | OH | 45701 | 316402113 | 501(C)(3) | 50000 | To fund research for the advancement of the osteopathic profession. |
| Philadelphia COM | |||||||
| 4190 City Ave | Philadelphia | PA | 19131 | 231355135 | 501(C)(3) | 73577 | Dedicated to the education of students in medicine, health, and behavioral sciences. |
| University of Arizona | |||||||
| PO Box 3520 | Tucson | AZ | 85722 | 742652689 | 501(C)(3) | 47814 | To fund research for the advancement of the osteopathic profession. |
| UNT HEALTH SCIENCE CENTER | |||||||
| 3500 Camp Bowie Blvd | Fort Worth | TX | 76107 | 756064033 | 501(C)(3) | 124090 | To fund research for the advancement of the osteopathic profession. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| GRANTS TO PROMOTE THE ABILITY TO PERFORM RESEARCH IN THE FIELD OF OSTEOPATHIC MEDICINE | 2 | 8000 |
| GRANTS TO ATTEND THE ANNUAL OSTEOPATHIC RESEARCH CONFERENCE | 9 | 3000 |
| GRANTS TO ALL FINALISTS IN THE MENTOR OF THE YEAR PROGRAM PRESENTED AT THE ANNUAL CONVENTION. | 6 | 9000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Larry A Wickless DO | |||||||||||||
| 164736 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 164736 | 0 | 0 | 0 |
| Frank W Bedford CPA | |||||||||||||
| 186376 | 0 | 9437 | 0 | 0 | 0 | 13180 | 0 | 19037 | 0 | 228030 | 0 | 0 | 0 |
| John B Crosby JD | |||||||||||||
| 707779 | 0 | 30000 | 0 | 0 | 0 | 14793 | 0 | 19037 | 0 | 771609 | 0 | 0 | 0 |
| Joshua Prober JD | |||||||||||||
| 189162 | 0 | 9732 | 0 | 0 | 0 | 12456 | 0 | 19042 | 0 | 230392 | 0 | 0 | 0 |
| Michael Mallie | |||||||||||||
| 197232 | 0 | 8052 | 0 | 0 | 0 | 14975 | 0 | 19042 | 0 | 239301 | 0 | 0 | 0 |
| Shawn Martin | |||||||||||||
| 168445 | 0 | 8230 | 0 | 0 | 0 | 8951 | 0 | 6926 | 0 | 192552 | 0 | 0 | 0 |
| Ollie McCarroll | |||||||||||||
| 172002 | 0 | 8875 | 0 | 0 | 0 | 11550 | 0 | 19033 | 0 | 211460 | 0 | 0 | 0 |
| Konrad Miscowicz-Retz | |||||||||||||
| 170880 | 0 | 8370 | 0 | 0 | 0 | 11976 | 0 | 6926 | 0 | 198152 | 0 | 0 | 0 |
| Sydney Olson | |||||||||||||
| 212744 | 0 | 8364 | 0 | 0 | 0 | 12337 | 0 | 6858 | 0 | 240303 | 0 | 0 | 0 |
| Randy Roash | |||||||||||||
| 182867 | 0 | 0 | 0 | 0 | 0 | 13028 | 0 | 18321 | 0 | 214216 | 0 | 0 | 0 |
| Jim Swartwout | |||||||||||||
| 214377 | 0 | 10738 | 0 | 0 | 0 | 12640 | 0 | 19042 | 0 | 256797 | 0 | 0 | 0 |
| Diane Burkhardt | |||||||||||||
| 148479 | 0 | 7181 | 0 | 0 | 0 | 9488 | 0 | 435 | 0 | 165583 | 0 | 0 | 0 |
| Sherry McAuliffe | |||||||||||||
| 140118 | 0 | 7181 | 0 | 0 | 0 | 9486 | 0 | 6627 | 0 | 163412 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 1a | 1) First class or charter travel The Association paid and reimbursed the cost of first class airfare for the following positions and their spouses: President, President Elect, Immediate Past President and Executive Director. 2) Travel for companions The AOA paid/reimbursed the spousal travel expenses for the following positions: President, President-elect, Immediate Past President and Executive Director. Additionally, the AOA paid/reimbursed spousal travel for other Trustees only when they traveled to meetings to fulfill an obligation of the AOA President. | |
| Part I, Line 4b | Ann Wittner - $6,885 | |
| Part III | In addition, on June 1, 2005, John Crosby entered into a deferred compensation agreement with the AOA. John Crosby is entitled to a maximum benefit of $500,000 paid in five equal annual installments. The deferred compensation agreement set out in the June 1, 2005 agreement was superseded by a subsquent amended and restated employment agreement. | Supplemental Information |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Boyd R Buser DO | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Trustee | Relationship |
| Amount Of Transaction | 12000 | AmountOfTransaction |
| Description Of Transaction | Consulting Services | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | The 990 tax return is prepared by our outside tax service with data provided by client. The Board of Trustees delegates the responsibility of reviewing and approving the filings to the Audit Committee before submission. The CEO then conducts a review and the Controller conducts an analysis before final approval and submission to the IRS. | |
| 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 12c | |
| The compensation (salaries, bonuses, benefits) for the Executive Director, officers and key employees are set based upon information provided by an independent salary consultant, who furnishes information drawn from surveys of information (including form 990s) 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 B, line 15 | |
| The AOA's governing documents (constitution and bylaws and code of ethics) are published on-line and available at the AOA's website - https://www.do-online.org/index.cfm?PageID=aoa_profmain&au=S&SubPageID=aoa_ The Association's conflict of interest policy and financial statements are available to the public upon request. | Form 990, Part VI, Section C, line 19 | |
| Changes in Net Assets or Fund Balances: | Net unrealized gains on investments: 3,484,181. | Form 990, Part XI, line 5: |
| Ann Wittner is the beneficary of a trust (more commonly known as a Rabbi Trust) in which she is entitled to receive the annual income from the trust until her death. As of May 31, 2011, the assets in the trust were $185,823. At her death, the trust assets will revert back to AOA. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AT Still Osteopathic Foundation and Research Institute | ||
| C | 185823 | Fair Market Value |
| American Osteopathic Information Association | ||
| P | 215518 | Fair Market Value |
| American Osteopathic Information Association | ||
| E | 1500000 | Fair Market Value |
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