2020-03-27T09:26:13-05:00 2019-06-30 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-07-01 237190271 AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE AMER 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 ROBERT A CAIN DO FACOI FAODME PRESIDENT & CEO 3019684100 2020-03-27 1 DEBORAH G KOSNETT P00290720 2022932200 2020-03-11 72.184.255.9 2020-03-27 09:26:09 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9D7B7780C8961651AF995219D73A24979DFB8DE6 2018 2020-09-23 17:36:50Z AACOM ROBERT A CAIN DO FACOI 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 18110783 0 X WWW.AACOM.ORG X 1970 IL AACOM LEADS AND ADVOCATES FOR THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY TO IMPROVE THE HEALTH OF THE PUBLIC. AACOM REPRESENTS AND ADVANCES THE CONTINUUM OF MEDICAL EDUCATION BY: SUPPORTING OUR MEMBER INSTITUTIONS AS THEY EDUCATE THE FUTURE PHYSICIAN WORKFORCE; INCREASING AWARENESS OF OSTEOPATHIC MEDICAL EDUCATION AND OSTEOPATHIC MEDICINE; PROMOTING EXCELLENCE IN MEDICAL EDUCATION, POLICY, RESEARCH, AND SERVICE; AND FOSTERING INNOVATION AND QUALITY THROUGHOUT MEDICAL EDUCATION. 36 36 50 989 0 0 1091256 9192 13659942 14453722 468956 664944 47718 45252 15267872 15173110 138546 142025 0 0 5580884 5748898 0 0 0 8345579 8508696 14065009 14399619 1202863 773491 23331781 24948349 3950516 4618669 19381265 20329680 X AACOM LEADS AND ADVOCATES FOR THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY TO IMPROVE THE HEALTH OF THE PUBLIC. AACOM REPRESENTS AND ADVANCES THE CONTINUUM OF MEDICAL EDUCATION BY: SUPPORTING OUR MEMBER INSTITUTIONS AS THEY EDUCATE THE FUTURE PHYSICIAN WORKFORCE; INCREASING AWARENESS OF OSTEOPATHIC MEDICAL EDUCATION AND OSTEOPATHIC MEDICINE; PROMOTING EXCELLENCE IN MEDICAL EDUCATION, POLICY, RESEARCH, AND SERVICE; AND FOSTERING INNOVATION AND QUALITY THROUGHOUT MEDICAL EDUCATION. 0 0 3263277 6900 13289565 CENTRALIZED STUDENT APPLICATION SERVICE - THE AACOM APPLICATION SERVICE (AACOMAS) PROCESSES APPLICATIONS FOR STUDENTS APPLYING TO U.S. OSTEOPATHIC MEDICAL COLLEGES. AACOMAS SIMPLIFIES THE APPLICATION PROCESS FOR THE STUDENT, ALLOWING THEM TO APPLY TO SEVERAL MEDICAL SCHOOLS WITH A SINGLE COMMON APPLICATION. THE CENTRALIZED SERVICE ALSO SIMPLIFIES AND STANDARDIZES THE APPLICATION REVIEW PROCESS FOR AACOM'S MEMBER COLLEGES BY VERIFYING APPLICATION DATA. DURING FISCAL YEAR 2019, 34 COLLEGES AND APPROXIMATELY 22,367 STUDENT APPLICANTS BENEFITED. AACOM WORKS TO DEVELOP AWARENESS ABOUT OSTEOPATHIC MEDICINE AMONG POTENTIAL MEDICAL SCHOOL APPLICANTS THROUGH RECRUITMENT PROGRAMS. AACOM'S RECRUITMENT EFFORTS SEEK STRATEGIC OPPORTUNITIES ACROSS THE NATION TO ATTRACT AN ACADEMICALLY WELL-QUALIFIED POOL OF APPLICANTS FOR ITS MEMBER MEDICAL SCHOOLS. 2539073 5000 0 OFFICE OF GOVERNMENT RELATIONS - THE AACOM OFFICE OF GOVERNMENT RELATIONS REPRESENTS THE ASSOCIATION'S CONSTITUENTS TO CONGRESS AND FEDERAL POLICY MAKERS IN LEADING THE ASSOCIATION'S CONGRESSIONAL AND FEDERAL POLICY ADVOCACY EFFORTS. THE OFFICE KEEPS CONSTITUENTS INFORMED OF FEDERAL POLICY AND REGULATORY DEVELOPMENTS IN OSTEOPATHIC MEDICAL EDUCATION AND THE OSTEOPATHIC MEDICAL EDUCATION COMMUNITY, AS WELL AS INFORMS FEDERAL LEGISLATORS OF THE NEEDS OF STUDENTS AND OSTEOPATHIC MEDICAL EDUCATORS. THE DEPARTMENT ALSO WORKS IN CONCERT WITH VARIOUS NATIONAL ORGANIZATIONS AND COALITIONS TO INFLUENCE BOTH LEGISLATIVE AND REGULATORY ISSUES RELEVANT TO OSTEOPATHIC MEDICAL EDUCATION. THE GOVERNMENT RELATIONS DEPARTMENT SUPPORTS AND WORKS IN COLLABORATION WITH THE ASSOCIATION'S PRESIDENT AND CEO AND ITS BOARD OF DEANS, AACOM'S GOVERNING BODY. 1503891 1000 2829 MARKETING AND COMMUNICATIONS - THE DEPARTMENT OVERSEES AACOM'S BRANDING AND MESSAGING AS OUTLINED BY THE ASSOCIATION'S STRATEGIC PLAN AND MISSION. IT LEADS THE COMMUNITY BY PROMOTING OSTEOPATHIC MEDICAL EDUCATION WITH DIGITAL INITIATIVES, INCLUDING WEBSITES, EMAILS, AND EARNED, PAID, AND SOCIAL MEDIA PLATFORMS, AND CREATIVE CONTENT, AND PRINT EFFORTS. AACOM REACHES MILLIONS OF PROSPECTIVE OSTEOPATHIC STUDENTS, DEANS, FACULTY, AND OTHER DECISION MAKERS EACH YEAR VIA MARKETING AND COMMUNICATIONS EFFORTS, INCLUDING AACOM.ORG, SOCIAL MEDIA PLATFORMS, THE ANNUAL OSTEOPATHIC COLLEGE INFORMATION BOOK (CIB), INSIDE OME NEWSLETTER, AND MORE. THE DEPARTMENT RUNS THE ANNUAL EXCELLENCE IN COMMUNICATIONS AWARDS PROGRAM, WHICH RECOGNIZES COLLEGES OF OSTEOPATHIC MEDICINE FOR OUTSTANDING ACHIEVEMENTS IN COMMUNICATIONS, MARKETING, MEDIA RELATIONS, AND PRODUCTION. 1424978 89125 162021 OFFICE OF MEDICAL EDUCATION - THE AACOM OFFICE OF MEDICAL EDUCATION WORKS WITH MEMBER COLLEGES TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICAL EDUCATION FOCUSING ON ISSUES RELATED TO TEACHING, TECHNOLOGY, ASSESSMENT AND CURRICULUM, THROUGHOUT THE UNDERGRADUATE EDUCATIONAL CONTINUUM AND INTO GRADUATE MEDICAL EDUCATION. IT DEVELOPS AND PROVIDES INFORMATION RESOURCES, AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR OSTEOPATHIC MEDICAL EDUCATORS, ADMINISTRATORS, AND RESEARCHERS, THROUGH THE DEVELOPMENT OF LEARNING COMMUNITIES AND AS A CONDUIT FOR RESOURCES AND SHARING OF BEST PRACTICES, AS WELL AS PROMOTES COLLABORATION AMONG THEM THROUGH THE ASSOCIATION'S ANNUAL CONFERENCE AND OTHER EVENTS. THE DEPARTMENT PROVIDES GRANTS FOR INDIVIDUAL, INSTITUTIONAL, AND INTER-INSTITUTIONAL RESEARCH FOR MEDICAL EDUCATION AND/OR INSTITUTIONAL RESEARCH RELATED TO OSTEOPATHIC MEDICAL EDUCATION. IT ADMINISTERS THE NATIONAL ACADEMY OF OSTEOPATHIC MEDICAL EDUCATORS (NAOME), WHICH RECOGNIZES AND SUPPORTS ACADEMIC EXCELLENCE AND SCHOLARSHIP IN THE OSTEOPATHIC MEDICAL EDUCATION PROFESSION. DEPARTMENT STAFF SUPPORTS AND WORKS IN COLLABORATION WITH COUNCIL LIAISONS TO MANAGE AND ADMINISTER COUNCIL ACTIVITIES AND MEETINGS. 796280 0 0 RESEARCH AND INFORMATION SERVICES - AACOM'S RESEARCH DEPARTMENT COLLECTS AND ANALYZES STATISTICAL AND OTHER DATA ON OSTEOPATHIC MEDICAL EDUCATION, INCLUDING DATA ON STUDENTS, FACULTY, CURRICULA, AND SERVICE AT THE COLLEGES OF OSTEOPATHIC MEDICINE. THE DEPARTMENT PROVIDES THE DATA TO THE MEMBER COLLEGES, HEALTH POLICY MAKERS, MEMBERS OF CONGRESS, AND THE GENERAL PUBLIC. 639610 15000 505595 ANNUAL MEETING - AACOM'S ANNUAL CONFERENCE IS A YEARLY PROGRAM RUN BY THE ASSOCIATION WITH THE ASSISTANCE OF A PLANNING COMMITTEE COMPRISED OF MEMBERS FROM THE COLLEGES OF OSTEOPATHIC MEDICINE. EACH YEAR, THE CONFERENCE PROGRAMMING IS FOCUSED ON A THEME BASED ON TIMELY AND IMPORTANT TOPICS FROM ACROSS THE OSTEOPATHIC MEDICAL EDUCATION CONTINUUM. MANY OF THE ASSOCIATION'S COUNCILS MEET DURING THE CONFERENCE, INCLUDING ITS BOARD OF DEANS. THE ANNUAL CONFERENCE IS THE ASSOCIATION'S LARGEST MEETING OF THE FISCAL YEAR, DRAWING NEARLY 1,000 REGISTRANTS AND PROVIDING A FORUM FOR STAKEHOLDERS TO GATHER, LEARN, AND COLLABORATE. 435582 0 395759 FEES FOR SERVICE 408334 25000 0 PROJECTS & INITIATIVES 330919 97953 THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS (AOGME) - THE AOGME REPRESENTS AND WORKS ON BEHALF OF MEMBERS IN OSTEOPATHIC GRADUATE MEDICAL EDUCATION INCLUDING PROGRAM LEADERSHIP, ADMINISTRATORS, EDUCATORS, RESIDENTS AND FELLOWS. THE ASSEMBLY STRENGTHENS AND DEVELOPS THE MEDICAL EDUCATION CONTINUUM BY PROVIDING LEADERSHIP AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR GME PROFESSIONALS, PROMOTING THE VALUE OF THE OSTEOPATHIC LEARNING ENVIRONMENT TO RESIDENCY TRAINING AND PATIENT CARE, PROVIDING SUPPORT TO PROGRAMS OBTAINING OSTEOPATHIC RECOGNITION AND CREATING A LEARNING COMMUNITY FOR OSTEOPATHIC MEDICAL EDUCATORS. THE AOGME HOLDS REGULAR EDUCATIONAL WEBINARS, EVENTS, ADMINISTERS A FELLOWSHIP PROGRAM, THE COLLEGIUM OF FELLOWS, AN ANNUAL AWARDS PROGRAM, AND SPONSORS COUNCILS THAT WORK ON ISSUES RELATED TO RESIDENT TRAINING AND THE CLINICAL LEARNING ENVIRONMENT. 4035703 129125 1161328 11341944 1 0 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 71 0 1 50 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD IL X THE ORGANIZATION 3019684100 7700 OLD GEORGETOWN ROAD NO 250 BETHESDA MD 20814 LORI A KEMPER CHAIR 3.00 X X 0 0 0 MARGARET A WILSON VICE CHAIR 3.00 X X 0 0 0 THOMAS CAVALIERI IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 H WILLIAM CRAVER SECRETARY/TREASURER 3.00 X X 0 0 0 ANDREA AMALFITANO DIRECTOR 1.00 X 0 0 0 BRIAN KESSLER DIRECTOR 1.00 X 0 0 0 CRAIG BOISVERT DIRECTOR 1.00 X 0 0 0 DANA SHAFFER DIRECTOR 1.00 X 0 0 0 DARRIN D'AGOSTINO DIRECTOR 1.00 X 0 0 0 DONALD PESKA DIRECTOR 1.00 X 0 0 0 DONALD SEFCIK DIRECTOR 1.00 X 0 0 0 ELAINE WALLACE DIRECTOR 1.00 X 0 0 0 FRANK FILIPETTO DIRECTOR 1.00 X 0 0 0 ISAAC KIRSTEIN DIRECTOR (BEGINNING 2/19) 1.00 X 0 0 0 ITALO SUBBARAO DIRECTOR 1.00 X 0 0 0 JAMES JONES DIRECTOR 1.00 X 0 0 0 JAN WILLCOX DIRECTOR 1.00 X 0 0 0 JANE CARREIRO DIRECTOR 1.00 X 0 0 0 JEFFREY MORGAN DIRECTOR 1.00 X 0 0 0 JERRY BALENTINE DIRECTOR 1.00 X 0 0 0 JOHN GRANETO DIRECTOR 1.00 X 0 0 0 JOHN KAUFFMAN DIRECTOR 1.00 X 0 0 0 KAYSE SHRUM DIRECTOR 1.00 X 0 0 0 KENNETH ANDERSON DIRECTOR 1.00 X 0 0 0 KENNETH STEIER DIRECTOR 1.00 X 0 0 0 KENNETH JOHNSON DIRECTOR (7/18-11/18) 1.00 X 0 0 0 KENNETH VEIT DIRECTOR 1.00 X 0 0 0 KEVIN WILSON DIRECTOR 1.00 X 0 0 0 LISA NASH AOGME CHAIR 1.00 X 0 0 0 MICHAEL CLEARFIELD DIRECTOR 1.00 X 0 0 0 PAULA CRONE DIRECTOR 1.00 X 0 0 0 PETER BELL DIRECTOR 1.00 X 0 0 0 RANCE MCCLAIN DIRECTOR 1.00 X 0 0 0 RICHARD TERRY DIRECTOR 1.00 X 0 0 0 ROBYN PHILLIPS-MADSON DIRECTOR 1.00 X 0 0 0 THOMAS BOYLE DIRECTOR 1.00 X 0 0 0 THOMAS SCANDALIS DIRECTOR 1.00 X 0 0 0 THOMAS TOLD DIRECTOR 1.00 X 0 0 0 STEPHEN SHANNON PRESIDENT, CEO 37.50 X 584526 0 52108 PATRICIA DELANEY SVP OF FINANCE & OPERATIONS 37.50 X 206125 0 39334 PAMELA MURPHY SVP OF GOVERNMENT RELATIONS 37.50 X 273838 0 25481 MARK SPEICHER SVP OF MEDED & RESEARCH 37.50 X 198613 0 32023 TYLER CYMET CHIEF OF CLINIC EDUCATION 37.50 X 244161 0 21260 MARY-LYNN BENDER SENIOR DIRECTOR OF GOVERNMENT RELATIONS 37.50 X 173272 0 24568 JUDITH MUN DIRECTOR OF GOVERNMENT RELATIONS 37.50 X 145062 0 20898 JUNHUA LIU DIRECTOR OF IT & OPERATION 37.50 X 143721 0 23215 ERIN ROSS DIRECTOR OF MARKETING & COMMUNICATION 37.50 X 141763 0 13817 2111081 0 252704 18 0 1 0 LIAISON INTERNATIONAL LLC 311 ARSENAL STREET STE 15 WATERTOWN MA 02472 APPLICATION SERVICE & DATABASE 2387591 BEEKEEPER GROUP 1101 14TH ST NW WASHINGTON DC 20005 GOVERNMENT RELATIONS CONSULTING 162427 THE PERSONNEL OFFICE 7389 LEE HIGHWAY SUITE 215 FALLS CHURCH VA 22042 HUMAN RESOURCES CONSULTING 160869 MARCUM LLP 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 ACCOUNTING CONSULTING 160230 ALTAI SYSTEMS 752 OAK GROVE CIRCLE SEVERNA PARK MD 21146 IT CONSULTING SERVICES 145976 9 5172 4020 9192 APPLICATION FEES 900099 11912533 11912533 MEMBERSHIP DUES 900099 1443432 1443432 ANNUAL MEETING 900099 699124 699124 MEMBER SERVICES 900099 395759 395759 PUBS AND OTHER PROGRAMS 900099 2874 2874 14453722 424517 424517 17237 17237 3177846 2935570 1849 242276 -1849 240427 240427 18090 5172 254 17836 17836 MISCELLANEOUS INCOME 900099 10179 10179 10179 15173110 14453722 0 710196 X 46834 46834 90191 90191 5000 5000 1602298 1106276 496022 3229660 2227185 1002475 283665 204895 78770 311987 206397 105590 321288 237320 83968 90079 15385 74694 49892 49892 12440 12440 50356 2675 47681 4399323 3505092 894231 115440 115440 523595 369421 154174 387164 107571 279593 645073 184762 460311 442099 318976 123123 966136 805750 160386 241229 8447 232782 49041 49041 UBI TAX 19337 19337 TEMPORARY SERVICES 206066 123392 82674 PHOTOGRAPHY & DESIGN 110112 101346 8766 DUES AND SUBSCRIPTIONS 73205 52542 20663 128109 1494607 -1366498 14399619 11341944 3057675 0 167030 274818 11457834 12174826 267012 63497 312568 447041 2377758 1020982 1220486 1356776 9197528 9764343 709323 867048 23331781 24948349 1205259 1342367 719369 1083803 2025888 2192499 3950516 4618669 X 19140949 20211906 162542 40000 77774 77774 19381265 20329680 23331781 24948349 X 773491 164992 9932 X X 0 1 X 1 0 X 73633 3940 7119 1091256 9192 1185140 11545466 11519685 12429066 13659942 14453722 63607881 17643 51362 19201 19201 18090 125497 11636742 11574987 12455386 14770399 14481004 64918518 0 0 0 64918518 434639 503832 284483 438573 441754 2103281 434639 503832 284483 438573 441754 2103281 3532 12879 10179 26590 12071381 12078819 12743401 15221851 14932937 67048389 0.96820 0.96860 0.03140 0.03110 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2016 AMOUNT: $ 3,532. 2017 AMOUNT: $ 12,879. 2018 AMOUNT: $ 10,179. 151472 259217 410689 13936718 14347407 867370 216843 0 0 730677 795155 848465 867370 3241667 4862501 218884 351368 383041 410689 1363982 182669 198789 212116 216843 810417 1215626 89913 180544 131573 151472 553502 77774 2366 2366 77774 77774 1112 1112 77774 77774 887 887 77774 77774 805 805 77774 80402 388 3016 77774 0.00000 1.00000 0.00000 0 0 939188 193952 745236 619736 338363 281373 818834 488667 330167 1356776 DEFERRED RENT 1378024 DEFERRED COMPENSATION 814475 2192499 15340466 164992 52466 254 217712 15122754 50356 50356 15173110 14392051 52466 254 52720 14339331 50356 9932 60288 14399619 PART V, LINE 4: PERMANENTLY RESTRICTED FUNDS OF $77,774 AT JUNE 30, 2019 COMPRISE THE SHERRY R. ARNSTEIN MINORITY STUDENT SCHOLARSHIP FUND, WHICH ASSISTS MINORITY STUDENTS AT MEMBER COLLEGES. THE INCOME EARNED ON THE PERMANENTLY RESTRICTED FUNDS IS TEMPORARILY RESTRICTED FOR SCHOLARSHIPS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 254. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 254. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANT REIMBURSEMENTS 9,932. SILENT AUCTION 23262 5172 18090 254 23262 5172 18090 254 254 17836 PART II, FUNDRAISING EVENTS: PLEASE NOTE THAT THE SILENT AUCTION IS CONDUCTED ENTIRELY BY VOLUNTEERS. 1 NATIONAL ACADEMY OF SCIENCES 500 FIFTH STREET NW ROOM 836 WASHINGTON DC 20001 530196932 501(C)(3) 15000 SUPPORT FOR GLOBAL FORUM ON INNOVATION IN HEALTH PROFESSION EDUCATION AMERICAN OSTEOPATHIC ASSOCIATION 142 EAST ONTANO STREET CHICAGO IL 60611 362170786 501(C)(3) 10000 SUPPORT FOR ANNUAL LEADERSHIP, EDUCATION, ADVOCACY & DEVELOPMENT (LEAD) CONFERENCE 2 0 2019 COSGP WINTER RESEARCH SYMPOSIUM TRAVEL GRANT 2 500 2019 COSPG RESEARCH SYMPOSIUM 1 500 STUDENT RESEARCHER OF THE YEAR 1 1701 STUDENT DO OF THE YEAR AWARD 1 2000 GLOBAL HEALTH AWARD 2 1500 2019 SHERRY ARNSTEIN STUDENT MINORITY SCHOLARSHIP 5 25000 FACULTY POSTER AWARD 7 1750 RESIDENT POSTER AWARD 2 1500 STUDENT POSTER AWARD 5 1750 AACOM EDUCATION RESEARCH GRANT 9 51990 SOME INNOVATION AWARD 2 2000 PART I, LINE 2: QUARTERLY PROJECT PROGRESS AND FINANCIAL REPORTS ARE REQUIRED FOR THE 18 MONTH MEDICAL EDUCATION AND INSTITUTIONAL RESEARCH GRANTS. A FINAL PROJECT SUMMARY IS REQUIRED TO BE SUBMITTED TO AACOM AT THE END OF THE GRANT PERIOD. THE MINORITY STUDENT SCHOLARSHIP IS AVAILABLE ANNUALLY TO UNDERREPRESENTED MINORITY STUDENTS AT AACOM'S MEMBER COLLEGES OF OSTEOPATHIC MEDICINE. 8 SCHOLARSHIPS WERE AWARDED DURING THE 2018 FISCAL YEAR. APPLICANTS FOR THE SCHOLARSHIP MUST BE UNDERREPRESENTED MINORITY STUDENTS ENROLLED IN AND IN GOOD ACADEMIC STANDING AT AN AACOM MEMBER COLLEGE OF OSTEOPATHIC MEDICINE. THE DEFINITION OF AN "UNDERREPRESENTED MINORITY" GROUP IS ACCORDING TO THE FEDERAL GOVERNMENT'S CURRENT DEFINITION. ALL UNDERREPRESENTED MINORITY STUDENTS ARE ENCOURAGED TO SUBMIT A 750-WORD ESSAY ON (1) WHAT OSTEOPATHIC MEDICAL SCHOOLS MIGHT DO TO RECRUIT/RETAIN MORE UNDERREPRESENTED MINORITY STUDENTS, (2) WHAT THE APPLICANT PERSONALLY PLANS TO DO AS A STUDENT AND AS A FUTURE DOCTOR OF OSTEOPATHIC MEDICINE TO HELP INCREASE MINORITY STUDENT ENROLLMENT AT A COLLEGE OF OSTEOPATHIC MEDICINE, AND (3) HOW AND WHY THE APPLICANT WAS DRAWN TO OSTEOPATHIC MEDICINE. ESSAYS RECEIVED WILL BE REVIEWED BY AACOM SENIOR STAFF OR A TASK FORCE THAT WILL SELECT THE BEST ESSAYS. THE SELECTED ESSAYS WILL BE FORWARDED TO THE BOARD OF DEANS OR THE TASK FORCE ON MINORITY AFFAIRS, WHICH WILL SELECT THE WINNING ESSAY (OR ESSAYS) AND NOTIFY THE WINNER'S SCHOOL(S) OF THE AWARDED SCHOLARSHIP(S). X 1 1 X X X X X X 0 0 0 0 0 0 0 1 0 STEPHEN SHANNON PRESIDENT, CEO 521851 0 26800 0 35875 0 30820 0 26788 0 642134 0 0 0 PATRICIA DELANEY SVP OF FINANCE & OPERATIONS 165625 0 16000 0 24500 0 17747 0 25401 0 249273 0 0 0 PAMELA MURPHY SVP OF GOVERNMENT RELATIONS 250338 0 23500 0 0 0 24115 0 3693 0 301646 0 0 0 MARK SPEICHER SVP OF MEDED & RESEARCH 181113 0 17500 0 0 0 18606 0 15116 0 232335 0 0 0 TYLER CYMET CHIEF OF CLINIC EDUCATION 203661 0 16000 0 24500 0 21260 0 4003 0 269424 0 0 0 MARY-LYNN BENDER SENIOR DIRECTOR OF GOVERNMENT RELATI 156272 0 17000 0 0 0 15626 0 12423 0 201321 0 0 0 JUDITH MUN DIRECTOR OF GOVERNMENT RELATIONS 132062 0 13000 0 0 0 13201 0 12146 0 170409 0 0 0 JUNHUA LIU DIRECTOR OF IT & OPERATION 130221 0 13500 0 0 0 13151 0 13010 0 169882 0 0 0 ERIN ROSS DIRECTOR OF MARKETING & COMMUNICATIO 130763 0 11000 0 0 0 13071 0 3461 0 158295 0 0 0 PART I, LINE 1A STEPHEN C. SHANNON HAD HIS AIRLINE CLUB DUES PAID. THE DUES WERE NOT REPORTED IN HIS TAXABLE COMPENSATION. PART I, LINE 7 CERTAIN HIGHLY PAID EMPLOYEES RECEIVE YEAR-END BONUSES, WHICH ARE SET BASED ON PERFORMANCE. THE EXECUTIVE TEAM MAKES A DECISION HOW MUCH TO AWARD EACH EMPLOYEE AT THE END OF THE FISCAL YEAR. THE CEO'S YEAR-END BONUS IS SET BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 1 AACOM HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE CHAIR OF THE BOARD OF DEANS (CHAIR OF THE COMMITTEE), AS WELL AS THE BOARD'S VICE-CHAIR, SECRETARY-TREASURER, THE IMMEDIATE PAST CHAIR, THE CHAIR OF THE ASSEMBLY OF PRESIDENTS (OR OTHER MEMBER OF THE ASSEMBLY OF PRESIDENTS ELECTED BY THAT BODY), THE CHAIR OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS, (OR OTHER MEMBER OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS ELECTED BY THAT BODY), FOUR ADDITIONAL AT-LARGE MEMBERS FROM AMONG ALL MEMBERS OF THE BOARD OF DEANS, AT LEAST ONE OF WHICH SHALL BE A REPRESENTATIVE OF A BRANCH OR ADDITIONAL LOCATION, AND THE PRESIDENT OF THE ASSOCIATION. NO MORE THAN ONE INDIVIDUAL MAY SERVE ON THE EXECUTIVE COMMITTEE AT ANY TIME FROM ANY COLLEGE MEMBER OR ITS AFFILIATE MEMBER. THE ASSEMBLY OF PRESIDENTS AND THE ASSEMBLY OF GRADUATE MEDICAL EDUCATORS SHALL ELECT ALTERNATE REPRESENTATIVES IF ANY OTHER MEMBERS OF THE EXECUTIVE COMMITTEE REPRESENT THE SAME COLLEGE MEMBERS OR THEIR AFFILIATES AS ARE REPRESENTED BY THE CHAIR OF THE ASSEMBLY OF PRESIDENTS OR THE CHAIR OF THE ASSEMBLY OF OSTEOPATHIC GRADUATE MEDICAL EDUCATORS. THE PRESIDENT OF THE ASSOCIATION, SHALL BE A NON-VOTING MEMBER OF THE EXECUTIVE COMMITTEE. DURING THE INTERVALS BETWEEN BOARD MEETINGS, THE EXECUTIVE COMMITTEE MAY EXERCISE ALL POWERS OF THE FULL BOARD, EXCEPT WITH RESPECT TO REMOVAL OF MEMBERS, AND AMENDMENT OF THE BYLAWS. ALL ACTIONS TAKEN BY THE COMMITTEE ARE REPORTED TO THE BOARD OF DEANS AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 4 BYLAWS: THE AACOM BYLAWS WERE AMENDED ON APRIL 13, 2019. THE BOARD OF DEANS ACCEPTED THE PROPOSED CHANGES WHICH CENTERED AROUND PROVIDING THE EXECUTIVE COMMITTEE WITH THE AUTHORITY TO SUSPEND A MEMBER FOR FAILURE TO PAY ANNUAL DUES, SPECIAL DUES, ASSESSMENTS OR OTHER SIMILAR CHARGES. A SUSPENDED MEMBER WILL NOT BE CONSIDERED A MEMBER IN GOOD STANDING AND THEREFORE MAY NOT BE REPRESENTED ON THE BOARD OF DEANS OR BE ELIGIBLE AS OFFICERS OF THE ASSOCIATION. THE BYLAWS WERE ALSO UPDATED TO ESTABLISH AN ETHICS COMMITTTEE AS A STANDING COMMITTEE. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE AMERICAN ASSOCIATION OF COLLEGES OF OSTEOPATHIC MEDICINE (AACOM) CONSIST OF COLLEGES OF OSTEOPATHIC MEDICINE WHICH ARE PROVISIONALLY OR FULLY ACCREDITED BY THE AMERICAN OSTEOPATHIC ASSOCIATION COMMISSION ON OSTEOPATHIC COLLEGE ACCREDITATION AND WHO ARE ELECTED TO COLLEGE MEMBERSHIP BY A MAJORITY VOTE OF THE BOARD OF DEANS. THE BOARD OF DEANS IS THE GOVERNING BODY WHICH DETERMINES THE POLICIES AND MANAGES THE AFFAIRS AND ACTIVITIES OF AACOM. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DEPARTMENT ASSISTS THE TAX PREPARER IN PROVIDING INFORMATION FOR THE 990. THE DRAFT IS REVIEWED BY THE SENIOR VICE PRESIDENT OF FINANCE AND OPERATIONS, AND THEN PRESENTED FOR REVIEW DURING A MEETING OF THE AUDIT COMMITTEE. IT IS POSSIBLE THE AUDIT COMMITTEE WILL SUGGEST CHANGES. THE APPROVED RETURN IS SENT TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING WITH THE IRS. THE FINAL RETURN WILL REFLECT FEEDBACK FROM BOARD MEMBERS AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS COMPLETE AN INQUIRY/ACTION FORM ANNUALLY WHERE POTENTIAL CONFLICTS OF INTEREST ARE REPORTED. PERCEIVED OR ACTUAL CONFLICTS OF INTEREST ARE ADDRESSED WITH BOARD MEMBERS BY THE ETHICS COMMITTEE CHAIR. ETHICS COMMITTEE MEETINGS ARE HELD TO REVIEW ANY POTENTIAL CONFLICTS OF INTEREST BROUGHT TO THE ATTENTION OF THE ETHIC COMMITTEE BY THE ETHICS COMMITTEE CHAIR. THE ETHICS COMMITTEE DOCUMENTS THE POTENTIAL CONFLICTS, THE RESULTS OF THEIR REVIEW, AND DISPOSITION OF THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A IN THE FALL OF 2018, THE BOARD OF DEANS ENGAGED AN OUTSIDE COMPENSATION EXPERT TO CONDUCT A REVIEW OF ITS CEO COMPENSATION BY REVIEWING DATA AVAILABLE FOR THIS ROLE IN COMPARABLE ORGANIZATIONS (NONPROFITS IN THE DC AREA, COLLEGES OF OSTEOPATHIC MEDICINE ACROSS THE UNITED STATES) FOR THE INCOMING PRESIDENT & CEO WHO STARTED AT AACOM ON JUNE 17, 2019. THIS COMPENSATION ANALYSIS WAS REVIEWED BY THE CHAIRMAN OF THE BOARD, THE CHAIRMAN OF THE CEO SEARCH COMMITTEE, AND THE CEO SEARCH FIRM LOCHLIN PARTNERS, WHO USED THE RECOMMENDED COMPENSATION RANGE DURING THEIR RECRUITING PROCESS. AACOM ALSO USES INDEPENDENT COMPENSATION EXPERTS TO REVIEW ALL EMPLOYEE COMPENSATION EVERY THREE YEARS (THE LAST REVIEW WAS IN MARCH 2018) WITH COMPARABLE INSTITUTIONS BY JOB DESCRIPTION IN THE DC MARKET. NEW POSITIONS ARE ALSO EXTERNALLY PRICED BY INDEPENDENT COMPENSATION EXPERTS USING A SIMILAR METHODOLOGY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G APPLICANT SERVICE CONSULTING: PROGRAM SERVICE EXPENSES 2,341,982. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,341,982. GOVERNMENT RELATIONS & ADVOCACY CONSULTING: PROGRAM SERVICE EXPENSES 382,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 382,651. COMMUNICATIONS & MARKETING CONSULTING: PROGRAM SERVICE EXPENSES 46,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 46,437. RESEARCH CONSULTING: PROGRAM SERVICE EXPENSES 174,844. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 174,844. MEDICAL EDUCATION CONSULTING: PROGRAM SERVICE EXPENSES 100,287. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,287. HUMAN RESOURCES CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 143,408. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 143,408. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 458,891. MANAGEMENT AND GENERAL EXPENSES 750,823. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,209,714. FORM 990, PART XI, LINE 9: GRANT REIMBURSEMENTS 9,932. FORM 990, PART XII, LINE 2C: THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.