AMERICAN OSTEOPATHIC ASSOCIATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN OSTEOPATHIC ASSOCIATION (EIN 36-2170786)
- Tax period
- 2019-06-01 to 2020-05-31
- Filed
- 2021-04-12
- IRS object ID
- 202141029349300114
- Schema version
- 2019v5.2
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T13:50:27-05:00 | ReturnTs |
| Tax Period End | 2020-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362170786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Osteopathic Association | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 3122028115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin M Klauer DO EJD | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3122028115 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rebekuh Eley | PreparerPersonNm |
| PTIN | P01247672 | PTIN |
| Phone | 3126343400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin M Klauer DO EJD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,759,607 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.osteopathic.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The American Osteopathic Association (AOA) is a membership association representing more than 151,000 osteopathic physicians (DO's) and osteopathic medical students. As the primary certifying body for DOs and the accrediting agency for all osteopathic medical schools, the AOA works to accentuate the distinctiveness of osteopathic principles and the diversity of the profession. In addition to promoting public health and encouraging scientific research, the AOA advocates at the state and federal levels on issues that affect DOs, osteopathic medical students and patients. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 315 | TotalVolunteersCnt |
| Total Gross UBI | $26,613 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $786,626 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,052,102 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $41,615,669 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,186,085 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,222,653 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,022,765 | CYInvestmentIncomeAmt |
| PY Other Revenue | $968,363 | PYOtherRevenueAmt |
| CY Other Revenue | $823,911 | CYOtherRevenueAmt |
| PY Total Revenue | $45,593,311 | PYTotalRevenueAmt |
| CY Total Revenue | $36,084,863 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,932,633 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $982,756 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,254,088 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,773,428 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,077,158 | PYOtherExpensesAmt |
| CY Other Expenses | $15,952,536 | CYOtherExpensesAmt |
| PY Total Expenses | $44,263,879 | PYTotalExpensesAmt |
| CY Total Expenses | $35,708,720 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,329,432 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $376,143 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,491,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $72,821,611 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,029,836 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,952,832 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $50,461,602 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $51,868,779 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The AOA's mission is to advance the distinctive philosophy and practice of osteopathic medicine. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,420,405 | ExpenseAmt |
| Revenue | $5,764,956 | RevenueAmt |
| Desc | Department of Education:The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In tax year 2019, the AOA:Division of Educational Resource Services -Monitored and recorded the progress of 2,760 trainees in 378 residency training programs. Division of Postdoctoral Training -Monitored the continuing approval of AOA accredited training programs-Approved 445 ACGME PGY1 22 Federal/Military PGY1 and 98 ACGME PGY2/Fellowship Training applications.Division of Training Program Review Services -Continued its charge of reviewing all osteopathic training programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,466,478 | ExpenseAmt |
| Revenue | $16,012,528 | RevenueAmt |
| Desc | 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 38,419 members. Membership projects build awareness of overall AOA programs that ultimately lead to improved quality of patient care, such as the grant partnership between the AOA and the Collaborative for REMS Education (CO*RE), tracking of physician CME and board certification requirements, practice management programs for young physicians, leadership development opportunities, clinical practice programs and guides, and information for students, interns and residents. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,691,600 | ExpenseAmt |
| Revenue | $730,806 | RevenueAmt |
| Desc | Publications:The AOA publishes 1 peer-reviewed academic medical journal: Journal of Osteopathic Medicine (formerly known as JAOA). This online-only publication was established in 1901 and is the is the premier scholarly, peer-reviewed publication of the osteopathic medical profession. It provides Continuing Medical Education (CME) to osteopathic physicians (DOs) and other allied healthcare practitioners , and it complements the education of osteopathic medical students. JOM now offers its content in an open access model, so all articles are freely available to the public, and more than 141,000 readers receive the electronic Tables of Contents for JOM. In addition, the AOA produces an online news publication, The DO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $982,756 | $982,756 | $920,727 | Grants:Grants provided to the organizations and individuals to further studies in the field of osteopathic medicine. 65 entities were provided with grants totaling $982,756 to fund research and advancement for the osteopathic profession. |
| $4,570,141 | $8,757,068 | Conventions:Revenues and expenses associated with the annual convention of which main activities include conducting CME and research presentations. Department of Certifying Board Services:In fiscal year 2020, the AOA was responsible for the development of certification and continuous certification processes for over 35,000 osteopathic physician diplomates and for management of the Osteopathic Continuous Certification (OCC) process for each of the 16 specialty certifying boards and their subspecialty certifications. The AOA awarded 1,872 new primary certifications, 317 new subspecialty certifications and 51 new certifications of added qualifications (CAQ's).Department of Government Relations:Expenses incurred with gathering and documenting information for AOA on a National and State level and acting as the organization's liaison in Washington, D.C. All expenses of the Washington, D.C. satellite office are included, as well as all expenses required to represent the 151,000 osteopathic physicians (DO's) and osteopathic medical students in the United States.Elected Officials:Expenses related to the Board of Trustees and the annual, mid-year, and interim meetings to conduct business when the House of Delegates is not in session. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,552,897 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $982,756 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $9,677,795 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $25,131,380 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 359 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James Free | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3122028115 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 142 East Ontario Street | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Kevin Klauer | ||||||||||
| CEO (As of 6/19) | 37.50 | 1.00 | Yes (X) | $375,672 | $0 | $24,020 | ||||
| Josh Prober | ||||||||||
| Legal Counsel | 37.50 | 1.00 | Yes (X) | $322,084 | $0 | $60,495 | ||||
| James Swartwout | ||||||||||
| Department SVP | 37.50 | $311,035 | $0 | $55,468 | Yes (X) | |||||
| Charles Simpson | ||||||||||
| CCO (Until 11/19) | 37.50 | $314,625 | $0 | $50,481 | Yes (X) | |||||
| Frank W Bedford CPA | ||||||||||
| CFO/Controller | 39.00 | 1.00 | Yes (X) | $292,115 | $0 | $48,261 | ||||
| Adrienne White-Faines | ||||||||||
| Former CEO | 37.50 | 1.00 | $312,425 | $0 | $24,990 | Yes (X) | ||||
| David Pugach | ||||||||||
| SVP - Gov. Relations | 37.50 | $236,046 | $0 | $53,947 | Yes (X) | |||||
| Kristin Belleson | ||||||||||
| VP Aff Affairs/Int COO (Until 12/19) | 37.50 | $236,883 | $0 | $26,691 | Yes (X) | |||||
| Ronald Burns DO | ||||||||||
| President Elect/President | 37.50 | 1.00 | Yes (X) | $244,510 | $0 | $0 | Yes (X) | |||
| William Mayo DO | ||||||||||
| President/Past President | 37.50 | 1.00 | Yes (X) | $242,429 | $0 | $0 | Yes (X) | |||
| Sheridan Chaney | ||||||||||
| AVP (Until 11/19) | 37.50 | $190,103 | $0 | $41,351 | Yes (X) | |||||
| Charles Templin | ||||||||||
| Department VP | 37.50 | $190,156 | $0 | $32,095 | Yes (X) | |||||
| Daniel Williams | ||||||||||
| VP-Cert Board Services (Until 7/19) | 37.50 | $206,904 | $0 | $11,208 | Yes (X) | |||||
| Maria Incrocci | ||||||||||
| AVP-Cert Board Services (Until 4/20) | 37.50 | $183,760 | $0 | $23,829 | Yes (X) | |||||
| Donald Tom | ||||||||||
| AVP | 37.50 | $152,540 | $0 | $35,372 | Yes (X) | |||||
| Sharon McGill | ||||||||||
| AVP | 37.50 | $161,057 | $0 | $18,158 | Yes (X) | |||||
| Thomas Ely DO | ||||||||||
| President Elect | 37.50 | 1.00 | Yes (X) | $105,525 | $0 | $0 | Yes (X) | |||
| Bruce Wolf DO | ||||||||||
| Trustee | 2.00 | 1.00 | $6,150 | $0 | $0 | Yes (X) | ||||
| Teresa Hubka DO | ||||||||||
| Trustee | 2.00 | 1.00 | $6,150 | $0 | $0 | Yes (X) | ||||
| Ira Monka DO | ||||||||||
| Trustee | 2.00 | 1.00 | $4,650 | $0 | $0 | Yes (X) | ||||
| Mark Baker DO | ||||||||||
| Past President | 37.50 | 1.00 | Yes (X) | $4,650 | $0 | $0 | Yes (X) | |||
| Ernest Gelb DO | ||||||||||
| Trustee | 2.00 | 1.00 | $4,500 | $0 | $0 | Yes (X) | ||||
| Boyd Buser DO | ||||||||||
| Past President (Until 7/19) | 37.50 | 1.00 | Yes (X) | $4,000 | $0 | $0 | Yes (X) | |||
| Richard Thacker DO | ||||||||||
| Trustee | 2.00 | 1.00 | $3,600 | $0 | $0 | Yes (X) | ||||
| Joseph Yasso DO | ||||||||||
| Trustee | 2.00 | 1.00 | $3,300 | $0 | $0 | Yes (X) | ||||
| Gregory Harris DO | ||||||||||
| Physician Prac. Advisor | 2.00 | 1.00 | $2,900 | $0 | $0 | Yes (X) | ||||
| Joseph Giaimo DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,850 | $0 | $0 | Yes (X) | ||||
| Shannon Scott DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,850 | $0 | $0 | Yes (X) | ||||
| Seger Morris DO | ||||||||||
| Physician Prac. Rep. (Until 7/19) | 2.00 | 1.00 | $2,838 | $0 | $0 | Yes (X) | ||||
| Craig Magnatta DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,700 | $0 | $0 | Yes (X) | ||||
| C Michael Ogle DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,700 | $0 | $0 | Yes (X) | ||||
| Frank Tursi DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,550 | $0 | $0 | Yes (X) | ||||
| Robert Dolansky DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,550 | $0 | $0 | Yes (X) | ||||
| Mark Cantieri DO | ||||||||||
| Trustee (Until 7/19) | 2.00 | 1.00 | $2,400 | $0 | $0 | Yes (X) | ||||
| Geraldine O'Shea DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,250 | $0 | $0 | Yes (X) | ||||
| Alexis Cates | ||||||||||
| Intern/Resident, Postdoctoral Trainee | 2.00 | 1.00 | $2,200 | $0 | $0 | Yes (X) | ||||
| Robert Piccinini DO | ||||||||||
| Trustee | 2.00 | 1.00 | $2,100 | $0 | $0 | Yes (X) | ||||
| Sarah Wolff DO | ||||||||||
| Intern/Resident Rep. (Until 7/19) | 2.00 | $2,000 | $0 | $0 | Yes (X) | |||||
| Barbara Walker DO | ||||||||||
| Trustee (Until 7/19) | 2.00 | 1.00 | $1,800 | $0 | $0 | Yes (X) | ||||
| William Burke DO | ||||||||||
| Trustee (Until 7/19) | 2.00 | 1.00 | $1,800 | $0 | $0 | Yes (X) | ||||
| Sonia Rivera-Martinez DO | ||||||||||
| Trustee | 2.00 | 1.00 | $1,650 | $0 | $0 | Yes (X) | ||||
| James Lally DO | ||||||||||
| Trustee | 2.00 | 1.00 | $1,650 | $0 | $0 | Yes (X) | ||||
| C Adam Coridan | ||||||||||
| Student Rep. (Until 7/19) | 2.00 | $1,300 | $0 | $0 | Yes (X) | |||||
| Julieanne Sees | ||||||||||
| Trustee (As of 7/19) | 2.00 | 1.00 | $1,075 | $0 | $0 | Yes (X) | ||||
| Timothy Kowalski | ||||||||||
| Trustee (As of 7/19) | 2.00 | 1.00 | $1,050 | $0 | $0 | Yes (X) | ||||
| Matthew C Meranda | ||||||||||
| Student Rep. (As of 7/19) | 2.00 | 1.00 | $1,050 | $0 | $0 | Yes (X) | ||||
| Kevin de Regnier | ||||||||||
| Trustee (As of 7/19) | 2.00 | 1.00 | $1,050 | $0 | $0 | Yes (X) | ||||
| Robert Hostoffer DO | ||||||||||
| Trustee | 2.00 | 1.00 | $750 | $0 | $0 | Yes (X) | ||||
| Allison Hubschmann | ||||||||||
| Student Advisor (As of 7/19) | 2.00 | 1.00 | $750 | $0 | $0 | Yes (X) | ||||
| Carisa Champion | ||||||||||
| Postdoctoral Trainee Adv (As of 7/19) | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Natalie Negron | ||||||||||
| Student Advisor (Until 7/19) | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer Hauler | ||||||||||
| Trustee (As of 7/19) | 2.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,161,682 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $506,366 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 47 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cramer-Krasselt | |||||
| Drawer 975 | Milwaukee | WI | 53259 | Consulting | $1,212,019 |
| PSAV | |||||
| 5100 N River Rd Ste 300 | Schiller Park | IL | 60176 | Meeting A/V | $572,077 |
| Tarplin Downs & Young LLC | |||||
| 1212 New York Ave NW Ste 750 | Washington | DC | 20005 | Consulting | $325,000 |
| Meaningful Measurements | |||||
| 3170 N Sheridan Rd 1008 | Chicago | IL | 60657 | Consulting | $319,225 |
| NCS Pearson Inc | |||||
| 5601 Green Valley Dr | Bloomington | MN | 55437 | Exam Administration | $316,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,052,102 | AllOtherContributionsAmt |
| Total Contributions | $1,052,102 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Membership Fees | 900099 | $16,012,528 | $16,012,528 |
| Certifying Boards | 900099 | $5,809,331 | $5,809,331 |
| College Accreditation Fees | 900099 | $4,130,913 | $4,130,913 |
| Convention | 900099 | $2,583,030 | $2,583,030 |
| Post Doctoral Ed Fees | 900099 | $1,634,043 | $1,634,043 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,016,240 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,993,692 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $22,548 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,186,085 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,161,524 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $4,065 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,157,459 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,286,767 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,137,030 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $149,737 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $149,737 | TotalRevenueColumnAmt |
| Exclusion | $149,737 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,398,955 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,537,714 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $861,241 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $861,241 | TotalRevenueColumnAmt |
| Exclusion | $861,241 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $674,174 | TotalRevenueColumnAmt |
| Exclusion | $674,174 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $674,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,084,863 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,163,537 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $26,613 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,842,611 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $982,756 | TotalAmt |
| Program Services | $982,756 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,284,066 | TotalAmt |
| Program Services | $3,284,066 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,998,734 | TotalAmt |
| Program Services | $7,676,647 | ProgramServicesAmt |
| Management And General | $4,322,087 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,587 | TotalAmt |
| Program Services | $611,469 | ProgramServicesAmt |
| Management And General | $241,118 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,628,427 | TotalAmt |
| Program Services | $1,885,089 | ProgramServicesAmt |
| Management And General | $743,338 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,614 | TotalAmt |
| Program Services | $6,895 | ProgramServicesAmt |
| Management And General | $2,719 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,417 | TotalAmt |
| Management And General | $246,417 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,016 | TotalAmt |
| Management And General | $69,016 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,007 | TotalAmt |
| Management And General | $546,007 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,482 | TotalAmt |
| Management And General | $193,482 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,625,497 | TotalAmt |
| Program Services | $2,600,180 | ProgramServicesAmt |
| Management And General | $1,025,317 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,969 | TotalAmt |
| Program Services | $197,923 | ProgramServicesAmt |
| Management And General | $78,046 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,426,156 | TotalAmt |
| Program Services | $1,022,829 | ProgramServicesAmt |
| Management And General | $403,327 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,531 | TotalAmt |
| Program Services | $678,845 | ProgramServicesAmt |
| Management And General | $267,686 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,696 | TotalAmt |
| Program Services | $775,785 | ProgramServicesAmt |
| Management And General | $305,911 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,673 | TotalAmt |
| Program Services | $778,637 | ProgramServicesAmt |
| Management And General | $307,036 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,727,224 | TotalAmt |
| Program Services | $2,673,138 | ProgramServicesAmt |
| Management And General | $1,054,086 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $793,661 | TotalAmt |
| Program Services | $569,208 | ProgramServicesAmt |
| Management And General | $224,453 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,582 | TotalAmt |
| Program Services | $153,179 | ProgramServicesAmt |
| Management And General | $60,403 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Printing & Publications | $237,315 | $170,201 | $67,114 |
| Dues | $139,001 | $99,691 | $39,310 |
| Contract Services | $33,494 | $24,022 | $9,472 |
| Subscriptions | $15,503 | $11,119 | $4,384 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,296,312 | TotalAmt |
| Program Services | $929,701 | ProgramServicesAmt |
| Management And General | $366,611 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,708,720 | TotalAmt |
| Program Services | $25,131,380 | ProgramServicesAmt |
| Management And General | $10,577,340 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,779,292 | BOYAmt |
| EOY | $12,755,460 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,500 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,204,625 | BOYAmt |
| EOY | $1,939,480 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833,582 | BOYAmt |
| EOY | $1,688,883 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,608,773 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,979,911 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,350,154 | BOYAmt |
| EOY | $7,628,862 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,347,077 | BOYAmt |
| EOY | $48,766,287 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,208 | BOYAmt |
| EOY | $42,639 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,491,438 | BOYAmt |
| EOY | $72,821,611 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,959,777 | BOYAmt |
| EOY | $4,694,394 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,285,525 | BOYAmt |
| EOY | $13,032,858 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $2,578,700 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,534 | BOYAmt |
| EOY | $646,880 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,029,836 | BOYAmt |
| EOY | $20,952,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,326,212 | BOYAmt |
| EOY | $51,639,324 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,390 | BOYAmt |
| EOY | $229,455 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,461,602 | BOYAmt |
| EOY | $51,868,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,491,438 | BOYAmt |
| EOY | $72,821,611 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $376,143 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $1,031,034 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,824,027 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $721,482 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $351,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $786,626 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,052,102 | CurrentTaxYearAmt |
| Total | $5,736,192 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,056,948 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,706,031 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,687,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,615,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,163,537 | CurrentTaxYearAmt |
| Total | $206,229,995 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,880,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $45,427,513 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,039,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,402,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,215,639 | CurrentTaxYearAmt |
| Total | $211,966,187 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $211,966,187 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,852,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,050,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,277,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,507,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,444,226 | CurrentTaxYearAmt |
| Total | $21,131,579 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,852,020 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,050,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,277,914 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,507,041 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,444,226 | CurrentTaxYearAmt |
| Total | $21,131,579 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $980,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $374,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,479 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $584,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $674,174 | CurrentTaxYearAmt |
| Total | $2,927,563 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,713,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,852,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,631,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $47,493,848 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,334,039 | CurrentTaxYearAmt |
| Total | $236,025,329 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.89810 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90790 | PublicSupportPY509Pct |
| Investment Income CY | 0.08950 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Other Revenue - 2015 Amount: $ 838,595. 2016 Amount: $ 273,071. 2017 Amount: $ 313,479. 2018 Amount: $ 584,512. 2019 Amount: $ 674,174. Vendor Rebates - 2015 Amount: $ 141,826. 2016 Amount: $ 101,906. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $48,492 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $497,515 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $546,007 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $34,969,231 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $35,515,238 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $707,185 | CurrentYearMinus3Amt |
| Current Year Minus2 | $730,739 | CurrentYearMinus2Amt |
| Current Year Minus1 | $716,886 | CurrentYearMinus1Amt |
| Current Year | $546,007 | CurrentYearAmt |
| Total | $2,700,817 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $47,833 | CurrentYearMinus3Amt |
| Current Year Minus2 | $19,111 | CurrentYearMinus2Amt |
| Current Year Minus1 | $28,655 | CurrentYearMinus1Amt |
| Current Year | $48,492 | CurrentYearAmt |
| Total | $144,091 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,086,391 | BeginningYearBalanceAmt |
| Contributions | $2,340 | ContributionsAmt |
| Investment Earnings Or Losses | $575,014 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $371,720 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,292,025 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,298,343 | BeginningYearBalanceAmt |
| Contributions | $83,397 | ContributionsAmt |
| Investment Earnings Or Losses | $155,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $450,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,086,757 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,920,881 | BeginningYearBalanceAmt |
| Contributions | $111,699 | ContributionsAmt |
| Investment Earnings Or Losses | $721,721 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $455,958 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,298,343 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,478,388 | BeginningYearBalanceAmt |
| Contributions | $147,706 | ContributionsAmt |
| Investment Earnings Or Losses | $653,636 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $358,849 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,920,881 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,730,431 | BeginningYearBalanceAmt |
| Contributions | $213,145 | ContributionsAmt |
| Investment Earnings Or Losses | -$198,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $266,656 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,478,388 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,625,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,625,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,755,512 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,818,154 | DepreciationAmt |
| Book Value | $4,937,358 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,228,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,161,757 | DepreciationAmt |
| Book Value | $1,066,504 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,628,862 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Lease Incentive - Tenant Improvements | $119,532 |
| Lease Incentive - Deferred Rent | $200,625 |
| Other Liabilities | $326,723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $646,880 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $36,922,415 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,031,034 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,031,034 | RevenueNotReportedAmt |
| Revenue Subtotal | $35,891,381 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $193,482 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $193,482 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $36,084,863 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,515,238 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,515,238 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $193,482 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $193,482 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,708,720 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Endowments are used to promote the ability to perform research and education in the field of Osteopathic medicine. |
| Part X, Line 2: | The Association is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, the Association files income tax returns which report income from certain activities not directly related to the Association's tax-exempt purpose, such as advertising income, which are subject to taxation as unrelated business income. During the years ended May 31, 2020 and 2019, the Association did not pay any taxes resulting from unrelated business income. 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, 2020 and 2019, there were no unrecognized tax positions identified or recorded as liabilities. The Association files Forms 990 and 990-T and certain other forms in the U.S. federal jurisdiction and the State of Illinois. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AACOM | |||||||
| 5550 Friendship Blvd Ste 310 | Chevy Chase | MD | 20815 | 237190271 | 501(c)(3) | $146,720 | To provide sponsorship for the Educating Leaders 2019 Annual Conference. |
| Edward Via Virginia College of Osteopathic Medicine | |||||||
| 2265 Kraft Drive | Blacksburg | VA | 24060 | 542052107 | 501(c)(3) | $125,585 | To fund research for the advancement of the osteopathic profession. |
| NYIT | |||||||
| Northern Blvd Tower House B11 | Old Westburt | NY | 11568 | 111788788 | 501(c)(3) | $117,801 | To fund research for the advancement of the osteopathic profession. |
| Rowan | |||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08028 | 222764819 | 501(c)(3) | $108,699 | To fund research for the advancement of the osteopathic profession. |
| UNT Health Science Center | |||||||
| 3500 Camp Bowie Blvd | Forth Worth | TX | 76107 | 756064033 | 501(c)(3) | $76,000 | To fund research for the advancement of the osteopathic profession. |
| Liberty University Inc | |||||||
| 1971 University Blvd | Lynchburg | VA | 24515 | 540946734 | 501(c)(3) | $72,919 | To fund research for the advancement of the osteopathic profession. |
| Burrell COM | |||||||
| 3501 Arrowhead Drive | Las Cruces | NM | 88001 | 470981990 | 501(c)(3) | $62,500 | To fund research for the advancement of the osteopathic profession. |
| OSU | |||||||
| 1111 W 17th Street | Tulsa | OK | 74107 | 736017987 | 501(c)(3) | $48,500 | To fund research for the advancement of the osteopathic profession. |
| American Osteopathics Foundation | |||||||
| 142 E Ontario St | Chicago | IL | 60611 | 366056120 | 501(c)(3) | $40,000 | To fund research for the advancement of the osteopathic profession. |
| Univ Cal San Diego | |||||||
| 9500 Gilman Dr MC 0631 | La Jolla | CA | 92093 | 956006144 | 501(c)(3) | $30,000 | To fund research for the advancement of the osteopathic profession. |
| Presidential Memorial | |||||||
| C/O AOF 142 E Ontario St | Chicago | IL | 60611 | 366056120 | 501(c)(3) | $20,000 | To provide scholarships. |
| Nationwide Childrens Hospital | |||||||
| 700 Childrens Drive | Columbus | OH | 53205 | 316056230 | 501(c)(3) | $10,000 | To fund research for the advancement of the osteopathic profession. |
| Philadelphia County Medical Society | |||||||
| 2100 Spring Garden St | Philadelphia | PA | 19130 | 236397794 | 501(c)(3) | $10,000 | To fund research for the advancement of the osteopathic profession. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kevin Klauer | ||||||||||||||
| CEO (As of 6/19) | $330,739 | $0 | $0 | $0 | $44,933 | $0 | $0 | $0 | $24,020 | $0 | $399,692 | $0 | $0 | $0 |
| Josh Prober | ||||||||||||||
| Legal Counsel | $302,980 | $0 | $18,000 | $0 | $1,104 | $0 | $23,151 | $0 | $37,344 | $0 | $382,579 | $0 | $0 | $0 |
| James Swartwout | ||||||||||||||
| Department SVP | $293,492 | $0 | $14,375 | $0 | $3,168 | $0 | $22,210 | $0 | $33,258 | $0 | $366,503 | $0 | $0 | $0 |
| Charles Simpson | ||||||||||||||
| CCO (Until 11/19) | $191,025 | $0 | $11,000 | $0 | $112,600 | $0 | $19,826 | $0 | $30,655 | $0 | $365,106 | $0 | $0 | $0 |
| Frank W Bedford CPA | ||||||||||||||
| CFO/Controller | $276,492 | $0 | $13,559 | $0 | $2,064 | $0 | $20,950 | $0 | $27,311 | $0 | $340,376 | $0 | $0 | $0 |
| Adrienne White-Faines | ||||||||||||||
| Former CEO | $304,653 | $0 | $0 | $0 | $7,772 | $0 | $19,940 | $0 | $5,050 | $0 | $337,415 | $0 | $0 | $0 |
| David Pugach | ||||||||||||||
| SVP - Gov. Relations | $224,313 | $0 | $11,253 | $0 | $480 | $0 | $17,387 | $0 | $36,560 | $0 | $289,993 | $0 | $0 | $0 |
| Kristin Belleson | ||||||||||||||
| VP Aff Affairs/Int COO (Until 12/19) | $225,190 | $0 | $11,253 | $0 | $440 | $0 | $16,848 | $0 | $9,843 | $0 | $263,574 | $0 | $0 | $0 |
| Ronald Burns DO | ||||||||||||||
| President Elect/President | $244,510 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $244,510 | $0 | $0 | $0 |
| William Mayo DO | ||||||||||||||
| President/Past President | $242,429 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $242,429 | $0 | $0 | $0 |
| Sheridan Chaney | ||||||||||||||
| AVP (Until 11/19) | $124,726 | $0 | $8,634 | $0 | $56,743 | $0 | $12,292 | $0 | $29,059 | $0 | $231,454 | $0 | $0 | $0 |
| Charles Templin | ||||||||||||||
| Department VP | $180,466 | $0 | $8,807 | $0 | $883 | $0 | $10,770 | $0 | $21,325 | $0 | $222,251 | $0 | $0 | $0 |
| Daniel Williams | ||||||||||||||
| VP-Cert Board Services (Until 7/19) | $151,548 | $0 | $11,875 | $0 | $43,481 | $0 | $11,208 | $0 | $0 | $0 | $218,112 | $0 | $0 | $0 |
| Maria Incrocci | ||||||||||||||
| AVP-Cert Board Services (Until 4/20) | $179,160 | $0 | $3,000 | $0 | $1,600 | $0 | $11,340 | $0 | $12,489 | $0 | $207,589 | $0 | $0 | $0 |
| Donald Tom | ||||||||||||||
| AVP | $147,286 | $0 | $3,030 | $0 | $2,224 | $0 | $9,480 | $0 | $25,892 | $0 | $187,912 | $0 | $0 | $0 |
| Sharon McGill | ||||||||||||||
| AVP | $157,432 | $0 | $1,550 | $0 | $2,075 | $0 | $11,282 | $0 | $6,876 | $0 | $179,215 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | 1) First-class or charter travel AOA paid or reimbursed the cost of first class airfare for the following positions and their spouses: President, President Elect, Immediate Past President and Executive Director. These amounts are treated as non-taxable for the officers and taxable for spouses. 2) Travel for companions AOA paid or reimbursed spousal travel expenses for the following positions: President, President Elect, Immediate Past President and Executive Director. Additionally, AOA paid or reimbursed spousal travel for other Trustees only when they traveled to meetings to fulfill an obligation of the AOA President. These amounts are treated as taxable. |
| Part I, Line 4a | The following individuals received severance payments during the year: Charles Simpson: $111,581.60 Sheridan Chaney: $55,928.16 Daniel Williams: $43,269 |
| Part I, Line 7 | Bonuses are made at the Committee on Administrative Personnel's discretion. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Prior to filing, the CEO, CFO/Controller and General Counsel review Form 990 and then provide Form 990 to the Board for review and comment prior to filing. |
| Form 990, Part VI, Section B, line 12c | Before vendors and capital requests are approved, the requesting officer, director, trustee or key employee must disclose any potential conflict of interest. The current policy enforcement is based on regular collection of conflict information from key staff, trustees, and officers. Trustees, officers, key staff are all educated as to what AOA's policy is regarding a conflict of interest and are expected to disclose conflict of interest and not participate in decisions regarding any entity with which they have a conflict, including decisions on doing business with an organization or individual where there is a conflict. There is a whistle-blower policy that protects employees who disclose a violation of conflict of interest policy from good-faith reporting of a suspected breach of conflict policy. Failure to comply with policy is enforced by disciplinary measures, including removal from office and/or termination of employment. |
| Form 990, Part VI, Section B, line 15 | The compensation (salaries, bonuses, benefits) for the Chief Executive Officer and key employees are set based upon information provided by an external compensation service, who furnishes information drawn from surveys (including Forms 990) from comparable healthcare associations and other employers in the relevant geographic markets. A committee of the Board of Trustees - the Committee on Administrative Personnel (COAP) - is provided with the information for the Chief Executive Officer's compensation and makes recommendations for final approval by the entire Board of Trustees. Compensation is reviewed each year by vote of the disinterested members of the Committee on Administrative Personnel. Compensation for the President was initially set by the Committee on Administrative Personnel after evaluating data received from the compensation for Board President (and President-elect) of similar national professional organizations where the President fulfills similar responsibilities in representing the organization. It has been adjusted each year by a cost of living adjustment set based on the consumer price index. |
| Form 990, Part VI, Section C, line 19 | The AOA's governing documents (constitution and bylaws and code of ethics) are published on-line and available at the AOA's website - http://www.osteopathic.org/Pages/default.aspx. The Association's conflict of interest policy and financial statements are available to the public upon request for the same period of disclosure as set forth in IRC Section 6104(d). |
| Form 990, Part IX, line 11g | Professional Consulting Fees: Program service expenses 2,600,180. Management and general expenses 1,025,317. Fundraising expenses 0. Total expenses 3,625,497. |
| Form 990, Part XI, line 9: | Change in cumulative unrealized gain 1,031,034. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 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 12a, I | Yes (1) | American Osteopathic Association |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| American Osteopathic Information Association | ||
| R | $1,483,075 | FMV |
| American Osteopathic Information Association | ||
| N | $920,727 | |