2012-04-14T11:07:44-04:00 2011-05-31 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2010-06-01 430763598 AMERICAN ASSOCIATION OF ORTHODONTISTS AMER 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 JILL NOWAK 2012-04-10 true 3142903300 2010 2016-02-24 21:20:13Z CHRIS VRANAS EXEC DIRECTOR 401 N LINDBERGH BLVD ST LOUIS MO 63141 27085817 false X WWW.BRACES.ORG X 1900 MO TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. 9 7 64 93 302852 -15350 49315 52735 17464900 18434331 1008037 1883144 1534685 1670592 20056937 22040802 240000 75000 0 0 4584116 4982579 0 30433 0 16145278 15332122 20969394 20420134 -912457 1620668 24942509 27590136 4351055 4159358 20591454 23430778 TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. false false CONVENTION AND TRADE SHOW - SEMINARS AND CONFERENCES ARE CONDUCTED TO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDANCE 16,585; MEMBER ATTENDEES 5,253. PROMOTIONS, LITERATURE, AND ADVERTISING PROVIDED TO THE GENERAL PUBLIC - PURPOSE IS TO PROMOTE HEALTH CARE AND INCREASE THE PUBLIC'S AWARENESS AND KNOWLEDGE OF THE ORTHODONTIC PROFESSION. EDUCATIONAL PROGRAMS - CONFERENCES, PUBLICATIONS, AND CONTINUING EDUCATION ARE TO PROVIDE INFORMATION ON ADVANCEMENT IN THE FIELD AND PROMOTE HIGH STANDARDS OF CARE FOR THE PUBLIC. MID-WINTER CONFERENCE 355 ATTENDEES; BULLETIN IS ISSUED 6 TIMES PER YEAR TO ALL MEMBERS; ALL MEMBERS RECEIVE SUBSCRIPTION TO THE AJO/DO JOURNAL; ON-LINE WEBINAR, STAFF WEBINARS, AND EDUCATIONAL MATERIALS ARE PROVIDED THROUGHOUT THE YEAR. false false false true false false false false true true false false false true false false true false false true false false true false false false true false true false false false false false false false false false false false true true true false true 164 0 true 64 true true true false false false true true false X 9 7 false false false false true false false true true false true true false true true true true true true true false X JILL NOWAK 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 MICHAEL ROGERS 37.0 X X 89677 0 0 JOHN BUZZATTO 30.0 X X 69955 0 0 GAYLE GLENN 20.0 X 62060 0 0 ROBERT VARNER 30.0 X 61606 0 0 MORRIS POOLE 18.0 X 52483 0 0 HUGH PHILLIS 17.0 X 51354 0 0 NAHID MALEKI 14.0 X 51000 0 0 BRENT LARSON 12.0 X 53010 0 0 DEWAYNE MCCAMISH 14.0 X 20929 0 0 LEE GRABER 40.0 X 115390 0 0 JILL NOWAK 55.0 X 186598 0 41020 KEITH LEVIN 6.0 X 39300 0 0 CHRIS VRANAS 55.0 X 365896 0 59039 JAMES BOWLIN 55.0 X 208663 0 39870 ANITA CRAIG 50.0 X 151998 0 42940 CARLA QUALLS 50.0 X 127245 0 30074 LINDA GLADDEN 50.0 X 129386 0 29017 KEVIN DILLARD 50.0 X 102668 0 35435 ERIC MUTRUX 50.0 X 100122 0 29124 2039340 0 306519 9 false true false SCHUPP COMPANY PO BOX 798302 ST LOUIS MO 63179 NATIONAL MEDIA SVC 4307963 AVMG INC 3310 MATRIX DR STE 200 RICHARDSON TX 75082 AUDIO VISUAL 898128 WEBER SHANDWICK INC PO BOX 7274 PHILADELPHIA PA 19170 PUBLIC RELATIONS 808186 MARRIOTT BUSINESS SERVICES 1965 MARRIOTT DR LOUISVILLE TN 37777 HOTEL/MEETINGS SERV. 453122 METROPOLITAN PIER EXPOSITION AUTH 301 EAST CERMAK ROAD CHICAGO IL 60616 CONVENTION CENTER 399726 19 52735 52735 ANNUAL MEETING 541900 6293402 6293402 EDUCATIONAL PROGRAMS 541900 607236 607236 AAO BULLETIN 541800 162470 162470 MEMBERSHIP DUES AND FEES 541900 11371223 11371223 18434331 663936 663945 0 1129389 1129389 232065 183776 48289 48289 48289 5872185 0 4622109 30868 1250076 -30868 1219208 1219208 0 0 489753 208262 281491 141109 140382 MISCELLANEOUS 900099 42138 42138 RESTATEMENT OF INVENTORY 900099 169285 169285 211423 22040802 18412970 302852 3272254 75000 0 0 0 1624956 0 2294058 338543 523578 201444 0 104927 30000 261442 30433 49871 38538 63755 547401 350152 0 204539 53985 0 4742722 0 0 473806 216712 COUNCIL ADMIN & PROJECTS 421650 BOARD PROJECTS & COMMITTEES 649732 CONSUMER EDUCATION CAMPAIGN 5234216 MEMBER COMMUNICATIONS 951544 MEMBER SERVICES & PROGRAMS 491722 445408 20420134 132741 2662906 1009357 1211805 159079 327977 345396 7517681 3671477 4145406 3846204 18433996 18508462 237644 237644 436759 444108 218629 174532 24942509 27590136 2605223 3947894 134163 139934 1611669 71530 4351055 4159358 X 20505179 23343111 31699 28988 54576 58679 20591454 23430778 24942509 27590136 X 1620668 1218656 X false true true X false false false true 11371223 273184 155498 428682 263421 165261 54576 4346 243 58679 45549 9211 184 54576 59899 -13950 400 45549 0.00000 1.00000 0.00000 true false 684000 684000 4586700 2040478 2546222 336844 104420 232424 1447039 1182521 264518 463098 344058 119040 3846204 0 DEFERRED COMPENSATION 71530 71530 22040802 20420134 1620668 1214553 4103 1218656 2839324 23651496 1214553 396141 1610694 22040802 22040802 20812172 392038 392038 20420134 20420134 USE OF ENDOWMENT FUNDS SCH D, PART V, LINE 4 USES OF THE ENDOWMENT FUNDS: INCOME IS APPLIED TOWARD THE EXPENSES AND HONORARIUM FOR THE MERSHON LECTURE PRESENTED AT THE ANNUAL SESSION. RECONCILIATION OF REVENUE TO AUDIT SCH D, PART XII, LINE 2D COST OF GOODS SOLD - $ 208,262 RENTAL EXPENSES - $ 183,776 GAIN IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $ 4,103 --------- TOTALS - $ 396,141 RECONCILIATION OF EXPENSES SCH D, PART XIII, LINE 2D COST OF GOODS SOLD $ 208,262 RENTAL EXPENSES $ 183,776 --------- TOTAL $ 392,038 FIN 48 SCHEDULE D, PART X THE FEDERAL TAX RETURNS FOR TAX YEARS ENDING MAY 31, 2008 AND LATER REMAIN SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. OTHER CHANGE IN BOOK INCOME PART XI LINE 8 CHANGE IN VALUE OF PERPETUAL TRUST $4,103 true North America 0 0 Program Services Advance Orthodontics 405000 0 0 0 0 405000 405000 TEACHING FELLOWSHIPS - FOREIGN North America false false false false false false INTERNATIONAL ACTIVITIES SCHEDULE F, Part 1, Line 2 AAO receives membership dues and other receipts from international members. The related program service expenses are assumed to equal the estimated amount of revenues from outside the U.S. Although a significant portion of the expenditures is incurred within the U.S., the benefits of the educational programs and of the advancement of the art and science of orthodontics are intangible and enjoyed by members and the public in the home country of members. X X X true John Hancock Associates 16100 West Chesterfield Pkwy Chesterfield MO 63017 Advisor Planning false 0 30433 0 30433 true GRADUATE ORTHODONTIC RESIDENTS PROGRAM 5120 EDGEWATER DR DISCOVERY BAY CA 94505 386006309 501(c)(3) 10000 0 GENERAL SUPPORT OFFICE OF SPONSORED PROGRAMS - OHIO STATE UNIV 1960 KENNY ROAD COLUMBUS OH 43210 316025986 501(c)(3) 38000 0 GRANT SUPPORT UNC DENTAL FOUND'N - UNC SCHOOL OF DENTISTRY UNIVERSITY OF NORTH CAROLINA - CHAP CAMPUS BOX 7450 CHAPEL HILL NC 27599 566304130 501(c)(3) 22000 0 GRANT SUPPORT 3 0 Grant Procedures Schedule I Part I, Line 2 The American Association of Orthodontists provides sponsorships and similar funding to established programs and organizations. Annual contributions to the Graduate Orthodontics Residents Program (GORP) sponsor a 3 day event which introduces residents to the programs and services of the AAO and builds relationships between the various orthodontic programs and the students in them. The contribution is used to fund space rental for the meeting, meals and social events for attendees. In order to ensure that all orthodontic residents are able to benefit from the knowledge of educators who specialize in various aspects of orthodontics, the AAO supports the university distance learning program. The distance learning program uses advance technology to capture lectures, create an interactive learning experience and allow visual participation by orthodontic residents. X X true true X X X X false true false JILL NOWAK 186598 0 0 0 0 0 26998 0 14022 0 227618 0 0 0 JAMES BOWLIN 208663 0 0 0 0 0 31085 0 8785 0 248533 0 0 0 ANITA CRAIG 151998 0 0 0 0 0 22802 0 20138 0 194938 0 0 0 CARLA QUALLS 127245 0 0 0 0 0 19185 0 10889 0 157319 0 0 0 LINDA GLADDEN 129386 0 0 0 0 0 15495 0 13522 0 158403 0 0 0 CHRIS VRANAS 349396 0 0 0 16500 0 35933 0 23106 0 424935 0 0 0 TRAVEL POLICIES SCHEDULE J, PART 1, LINE 1 BOARD MEMBERS AND OFFICERS MAY BE REIMBURSED FOR THE TRAVEL OF A SPOUSE OR GUEST TO MEETINGS SPECIFIED IN THE POLICY. GENERALLY, BOARD AND COMMITTEE MEETINGS ARE NOT ELIGIBLE FOR REIMBURSEMENT OF COMPANION TRAVEL. FOR SPECIFIED MEETINGS INVOLVING FLIGHTS OVER 2 HOURS, OFFICERS MAY BE REIMBURSED FOR THE NEXT CLASS ABOVE COACH SUBJECT TO THE WRITTEN TRAVEL POLICY. PROGRAM SERVICE ACCOMPLISHMENTS PART III, LINE 4d CONSUMER AWARENESS - THE AAO EDUCATES THE PUBLIC AS TO THE ROLE AND IMPORTANCE OF AN ORTHODONTIST IN DENTAL HEALTH. MULTIPLE MEDIA OUTLETS ARE UTILIZED IN A CAMPAIGN DESIGNED TO PROMOTE THE UNIQUE ATTRIBUTES OF ORTHODONTISTS. SUPPORT OF ORTHODONTIC EDUCATORS - THE AAO PROVIDES DIRECT FINANCIAL SUPPORT TO ORTHODONTIC FACULTY IN ORDER TO ENCOURAGE THEIR CONTINUATION IN THE FIELD. QUALIFIED, MOTIVATED EDUCATORS ARE VITAL TO THE ADVANCEMENT OF THE ORTHODONTIC PROFESSION. PARTICIPATION IN DENTAL COMMUNITY - THE AAO SUPPORTS THE INVOLVEMENT OF ITS MEMBERS, TRUSTEES AND OFFICERS IN THE BROADER DENTAL COMMUNITY. INVOLVEMENT WITH THE AMERICAN DENTAL ASSOCIATION AND OTHER DENTAL SPECIALTY ORGANIZATIONS ENSURES THAT ORTHODONTICS WILL BE RECOGNIZED AS A VALUED MEMBER OF THE PROFESSION. REVIEW OF FORM 990 PART VI, SECTION B, LINE 11A FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, BASED UPON INFORMATION PROVIDED BY AAO. THE FORM 990 IS REVIEWED BY THE SENIOR ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE. THE 990 IS PROVIDED TO THE EXECUTIVE COMMMITTEE BEFORE FILING. COMPENSATION DOCUMENTATION PART VI, SECTION B, LINE 15 COAC (Central Office Advisory Committee) made up of voting members of the BOT (Board of Trustees) determines the Executive Director's compensation. They do a written evaluation based on a Board Source Executive Director/Chief Staff form. Information from Salary surveys by ASAE, Association Forum, CEO Update and Non Profit Salary survey independent of the ASAE and Association Forum are provided to the COAC. For compensation other than the Executive Director, the Independent Source (AAIMS) is used. DISCLOSURE OF POLICIES, GOVERNING DOCUMENTS AND FINANCIAL INFORMATION PART VI, SECTION A, LINE 19 Summary financial statements are published in Bulletin and on the AAO members' website. Bylaws and all policies are available upon request and are posted on the AAO members' website. Financial information is updated with D&B annually. NUMBER OF MEMBERS PART VI, SECTION A, LINE 6 AA0 HAS MEMBERS WHICH TOTAL 12,260 OTHER CHANGES IN NET ASSETS PART XI, LINE 5 OTHER CHANGES IN NET ASSETS UNREALIZED GAIN/LOSSES 1,214,553 CHANGE IN PERPETUAL TRUST 4,103 --------- TOTAL OTHER CHANGE 1,218,656 MONITORING OF CONFLICTS OF INTEREST PART VI LINE 12C EACH BOARD MEETING INCLUDES INQUIRY AS TO WHETHER THERE ARE ANY POTENTIAL CONFLICTS. AAO DISASTER RELIEF FUND 401 NORTH LINDBERGH BLVD SAINT LOUIS MO 63141 134305408 AWARD GRANTS MO 501(c)(3) YES AAO AMER ASSOC OF ORTHODONTISTS SERV INC 401 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 431709728 INSURANCE MO AAO C Corp 1542444 652969 1.00000 true false false false false false false false false false false false true true false true false false AMER ASSOC OF ORTHODONTISTS SERVICES INC A 106990 AMER ASSOC OF ORTHODONTISTS SERVICES INC M 98571 AMER ASSOC OF ORTHODONTISTS SERVICES INC N 55053 AMER ASSOC OF ORTHODONTISTS SERVICES INC P 534931