2019-04-15T17:19:52-05:00 2018-05-31 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2017-06-01 430763598 AMERICAN ASSOCIATION OF ORTHODONTISTS AMER 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 LYNNE THOMAS GORDON EXECUTIVE DIRECTOR 3149931700 2019-04-15 1 BRENT W STEVENS P01291820 3142903300 12.219.218.18 2019-04-15 15:28:50 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 034A342B1D24342BC1837AEE5D98E913948E5EB3 2017 2019-02-21 02:37:17Z LYNNE THOMAS GORDON 401 N LINDBERGH BLVD ST LOUIS MO 63141 35106473 0 X HTTPS://WWW.AAOINFO.ORG/ X 1900 MO TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. 9 7 47 202 226601 -34485 5100 4550 21696689 20708031 930505 1162202 1266901 1273753 23899195 23148536 46000 89274 0 0 5815204 4902696 0 0 0 16200499 16686927 22061703 21678897 1837492 1469639 40930139 42109870 8817643 8052223 32112496 34057647 TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION OF MEMBERS AND THE PUBLIC. 0 0 CONVENTION AND TRADE SHOW - SEMINARS AND CONFERENCES ARE CONDUCTED TO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDEES 17,411; DOCTOR/STAFF ATTENDEES 6,871; MEMBER ATTENDEES 6,053 PROMOTIONS, LITERATURE, AND ADVERTISING PROVIDED TO THE GENERAL PUBLIC - PURPOSE IS TO PROMOTE HEALTH CARE AND INCREASE THE PUBLIC'S AWARENESS AND KNOWLEDGE OF THE ORTHODONTIC PROFESSION. EDUCATIONAL PROGRAMS - CONFERENCES, PUBLICATION, AND CONTINUING EDUCATION ARE TO PROVIDE INFORMATION ON ADVANCEMENT IN THE FIELD AND PROMOTE HIGH STANDARDS OF CARE FOR THE PUBLIC. MID-WINTER CONFERENCE 976 ATTENDEES; BULLETIN IS ISSUED 6 TIMES PER YEAR TO ALL MEMBERS; ALL MEMBERS RECEIVE SUBSCRIPTION TO THE AJO/DO JOURNAL. ON-LINE WEBINARS, STAFF WEBINARS, AND EDUCATIONAL MATERIALS ARE PROVIDED THROUGH THE YEAR. 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 188 0 1 47 1 1 1 0 0 0 1 1 0 X 9 7 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X CASANDRA SCALES 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 X CHRIS ROBERTS BOARD MEMBER 18.00 X 69806 0 0 KENDALL DILLEHAY BOARD MEMBER 18.00 X 66362 0 0 NORMAN NAGEL BOARD MEMBER 18.00 X 60747 0 0 MYRON GUYMON BOARD MEMBER 15.00 X 56596 0 0 JOHN CALLAHAN BOARD MEMBER 16.00 X 57327 0 0 STEVEN SIEGEL BOARD MEMBER 15.00 X 55958 0 0 MICHAEL DURBIN BOARD MEMBER 14.00 X 23018 0 0 BRENT LARSON PRESIDENT ELECT 34.00 X X 96290 0 0 GARY INMAN SECRETARY/TREASURER 20.00 X X 77874 0 0 NAHID MALEKI PRESIDENT 40.00 X 102080 0 0 MICHAEL FOY SPEAKER OF THE HOUSE 6.00 X 55900 0 0 LYNNE THOMAS GORDON EXECUTIVE DIRECTOR 55.00 X 0 0 0 DEWAYNE MCCAMISH INTERIM EXECUTIVE DIRECTOR 40.00 X 232511 0 0 CASANDRA SCALES DIRECTOR OF FINANCE & ADMIN. 55.00 X 181526 0 62132 KEVIN DILLARD LEGAL COUNSEL 45.00 X 237766 0 68974 JULIE SUTTER DIR. OF LEADERSHIP ENTITIES 50.00 X 167443 0 35331 ANITA CRAIG DIRECTOR OF EDUCATION & MEMBERSHIP 55.00 X 177142 0 49832 KATIE MAASSEN DIR. OF MARKETING & COMMUNICATIONS 45.00 X 149147 0 19378 SEAN MURPHY ASSOCIATE GENERAL COUNSEL 45.00 X 142156 0 28956 ERIC MUTRUX SR. MANAGER OF INFORMATION 45.00 X 133797 0 40908 SCOTT CANT SR. MANAGER OF ENDORSED PRODUCTS 45.00 X 133566 0 51838 ALAN BAUM SR. MANAGER WEBSITE SERVICE 50.00 X 122872 0 29334 CHRIS VRANAS EXECUTIVE DIRECTOR (FORMER) 0.00 X 496811 0 60751 2896695 0 447434 12 1 1 0 FREEMAN AUDIO VISUAL AND FREEMAN DECORAT 2800 TEAKWOOD LANE PLANO TX 75075 AUDIO VISUAL 1956816 GOODWAY GROUP INC PO BOX 607 JENKINTOWN PA 19046 DIGITAL CAMPAIGN 792153 FACEBOOK 1 HACKER WAY MENLO PARK CA 94025 SOCIAL MEDIA 651105 SIMULMEDIA 401 PARK AVE S NEW YORK NY 10016 TELEVISION CAMPAIGN 432834 ELSEVIER 3251 RIVERPORT LANE SAINT LOUIS MO 63043 BULLETIN PUBLICATION 366865 22 4550 4550 MEMBERSHIP DUES AND FEES 541900 12521065 12521065 ANNUAL MEETING 541900 6973265 6973265 EDUCATIONAL PROGRAMS 541900 869514 869514 PUBLICATIONS 541900 221194 221194 AAO BULLETIN 541800 122993 122993 20708031 768899 768899 989548 989548 231432 243916 -12484 -12484 -12484 11912317 11519014 393303 393303 393303 372770 195007 177763 74155 103608 118926 118926 118926 23148536 20659193 226601 2258192 89274 1898380 1833940 345219 573339 251818 371863 49670 246000 60772 348566 523668 308075 215603 287474 4479747 81707 345268 181355 CONSUMER ED. CAMPAIGN 5170427 BOARD PROJ/COMMITTEES 2025113 MEMBER COMMUNICATIONS 1012388 COUNCIL ADMIN/PROJECTS 587496 391735 21678897 730619 874771 6878036 6657518 1365633 1291129 90828 88134 506718 931875 9441520 4751414 5084730 4690106 25679674 27222434 237644 237644 356257 116259 40930139 42109870 4162461 5563399 1976915 213824 2425000 2275000 253267 0 8817643 8052223 X 32026400 33975290 18103 14364 67993 67993 32112496 34057647 40930139 42109870 1469639 475512 0 X 0 1 X 1 0 0 0 0 12501614 283392 283392 209551 73841 86096 261 4000 82357 86398 4191 4493 86096 88740 1964 4306 86398 87768 2072 1100 88740 86106 4417 2755 87768 0.82790 0.17210 0 0 684000 684000 6941303 3535772 3405531 102142 60425 41717 645109 644931 178 1068966 510286 558680 4690106 24002199 475512 438923 914435 23087764 60772 60772 23148536 22057048 438923 438923 21618125 60772 60772 21678897 PART V, LINE 4: INCOME IS APPLIED TOWARD THE EXPENSES AND HONORARIUM FOR THE MERSHON LECTURE PRESENTED AT THE ANNUAL SESSION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 195,007. RENTAL EXPENSES 243,916. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 243,916. COST OF GOODS SOLD 195,007. ROUNDING 1 CWRU ORTHODONTICS 2124 CORNELL ROAD CLEVELAND OH 44106 341018992 501(C)(3) 10000 GENERAL SUPPORT AMERICAN DENTAL EDUCATION ASSOCIATION 28094 NETWORK PLACE CHICAGO IL 60673 360724690 501(C)(3) 6000 GENERAL SUPPORT AMERICAN ASSOCIATION OF ORTHODONTISTS DISASTER RELIEF FUND 401 NORTH LINDBERGH BOULEVARD SAINT LOUIS MO 63141 134305408 501(C)(3) 73274 GENERAL SUPPORT 3 PART I, LINE 2: THE AMERICAN ASSOCIATION OF ORTHODONTISTS PROVIDES SPONSORSHIPS AND SIMILAR FUNDING TO ESTABLISHED PROGRAMS AND ORGANIZATIONS. ANNUAL CONTRIBUTIONS TO THE GRADUATE ORTHODONTICS RESIDENTS PROGRAM (GORP) SPONSOR A 3 DAY EVENT WHICH INTRODUCES RESIDENTS TO THE PROGRAMS AND SERVICES OF THE AAO AND BUILDS RELATIONSHIPS BETWEEN THE VARIOUS ORTHODONTIC PROGRAMS AND THE STUDENTS IN THEM. THE CONTRIBUTION IS USED TO FUND SPACE RENTAL FOR THE MEETING, MEALS AND SOCIAL EVENTS FOR ATTENDEES. X X X 1 1 X X X X 0 0 0 DEWAYNE MCCAMISH INTERIM EXECUTIVE DIRECTOR 232511 0 0 0 0 0 0 0 0 0 232511 0 0 0 CASANDRA SCALES DIRECTOR OF FINANCE & ADMIN. 181526 0 0 0 0 0 26898 0 35234 0 243658 0 0 0 KEVIN DILLARD LEGAL COUNSEL 237766 0 0 0 0 0 36194 0 32780 0 306740 0 0 0 JULIE SUTTER DIR. OF LEADERSHIP ENTITIES 167443 0 0 0 0 0 25209 0 10122 0 202774 0 0 0 ANITA CRAIG DIRECTOR OF EDUCATION & MEMBERSHIP 177142 0 0 0 0 0 26497 0 23335 0 226974 0 0 0 KATIE MAASSEN DIR. OF MARKETING & COMMUNICATIONS 149147 0 0 0 0 0 9054 0 10324 0 168525 0 0 0 SEAN MURPHY ASSOCIATE GENERAL COUNSEL 142156 0 0 0 0 0 18296 0 10660 0 171112 0 0 0 ERIC MUTRUX SR. MANAGER OF INFORMATION 133797 0 0 0 0 0 20394 0 20514 0 174705 0 0 0 SCOTT CANT SR. MANAGER OF ENDORSED PRODUCTS 133566 0 0 0 0 0 20542 0 31296 0 185404 0 0 0 ALAN BAUM SR. MANAGER WEBSITE SERVICE 122872 0 0 0 0 0 18736 0 10598 0 152206 0 0 0 CHRIS VRANAS EXECUTIVE DIRECTOR (FORMER) 496811 0 0 0 0 0 27843 0 32908 0 557562 0 0 0 PART I, LINE 1A BOARD MEMBERS AND OFFICERS MAY BE REIMBURSED FOR THE TRAVEL OF A SPOUSE OR GUEST TO MEETINGS SPECIFIED IN THE POLICY. GENERALLY, BOARD AND COMMITTEE MEETINGS ARE NOT ELIGIBLE FOR REIMBURSEMENT OF COMPANION TRAVEL. FOR SPECIFIED MEETINGS INVOLVING FLIGHTS OVER 2 HOURS, OFFICERS MAY BE REIMBURSED FOR THE NEXT CLASS ABOVE COACH SUBJECT TO THE WRITTEN TRAVEL POLICY. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS COMPOSED OF FIVE MEMBERS: THE PRESIDENT, THE PRESIDENT-ELECT, THE SECRETARY-TREASURER AND THE TWO MOST SENIOR TRUSTEES. THIS COMMITTEE SHALL HAVE THE POWER TO ACT FOR THE FULL BOARD OF TRUSTEES IN THE INTERIM BETWEEN SESSIONS OF THE BOARD, AND IT SHALL REPORT SUCH ACTIONS TO THE BOARD AT ITS NEXT MEETING. FORM 990, PART VI, SECTION A, LINE 6 AAO HAS A TOTAL OF 19,014 MEMBERS (INCLUDING APPROXIMATELY 6,400 INTERNATIONAL MEMBERS.) FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, BASED UPON INFORMATION PROVIDED BY AAO. THE FORM 990 IS REVIEWED BY THE ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE. THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ACKNOWLEDGEMENT, WHICH ASKS THEM TO LIST ANY POTENTIAL CONFLICT. ALL DISCLOSED CONFLICTS ARE EXAMINED BY THE APPROPRIATE PERSON. IN ADDITION, EACH BOARD MEETING INCLUDES INQUIRY AS TO WHETHER THERE ARE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 COAC (CENTRAL OFFICE ADVISORY COMMITTEE) MADE UP OF VOTING MEMBERS OF THE BOT (BOARD OF TRUSTEES) DETERMINES THE EXECUTIVE DIRECTOR'S COMPENSATION. THEY DO A WRITTEN EVALUATION BASED ON A BOARD SOURCE EXECUTIVE DIRECTOR/CHIEF STAFF FORM. INFORMATION FROM SALARY SURVEYS BY ASAE, ASSOCIATION FORUM, CEO UPDATE AND NON PROFIT SALARY SURVEY INDEPENDENT OF THE ASAE AND ASSOCIATION FORUM ARE PROVIDED TO THE COAC. FOR COMPENSATION OTHER THAN THE EXECUTIVE DIRECTOR, THE INDEPENDENT SOURCE (AAIMS) IS USED. FORM 990, PART VI, SECTION C, LINE 19 SUMMARY FINANCIAL STATEMENTS ARE PUBLISHED ON THE AAO MEMBERS' WEBSITE. BYLAWS AND ALL POLICIES ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE AAO MEMBERS' WEBSITE. FINANCIAL INFORMATION IS UPDATED WITH D&B ANNUALLY. FORM 990 PART VII HOURS AND COMPENSATION THROUGH ITS WHOLLY-OWNED SUBSIDIARY, AAO SERVICES, INC., THE AAO PROVIDES ASSOCIATION MANAGEMENT SERVICES TO FIVE RELATED ENTITIES. THESE SERVICES ARE PROVIDED ON A SHARED STAFF MODEL WITH AAO STAFF MEMBERS FILLING KEY ROLES IN THE ASSOCIATION MANAGEMENT SERVICES. A PORTION OF THE SALARY AND BENEFITS REPORTED FOR SOME HIGHLY COMPENSATED EMPLOYEES ARE PAID BY AAO SERVICES, INC. AS COMPENSATION FOR ASSOCIATION MANAGEMENT DUTIES. AAO DISASTER RELIEF FUND 401 NORTH LINDBERGH BLVD SAINT LOUIS MO 63141 134305408 AWARD GRANTS MO 501(C)(3) LINE 7 AAO 1 AAO DONATED ORTHODONTIC SERVICES 401 NORTH LINDBERGH BLVD SAINT LOUIS MO 63141 465292569 PROVIDE PRO BONO ORTHODONTIC TREATMENT FOR LOW-INCOME CHILDREN MO 501(C)(3) LINE 7 AAO 1 AAO POLITICAL ACTION COMMITTEE 401 NORTH LINDBERGH BLVD SAINT LOUIS MO 63141 431689930 SUPPORT CANDIDATES FOR ELECTION TO LEGISLATIVE AND EXECUTIVE OFFICE MO 527 0 AAO SERVICES INC 401 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 431709728 INSURANCE MO AAO C 2020503 1199016 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AAO SERVICES INC A 82000 CASH AAO SERVICES INC O 403875 CASH AAO DONATED ORTHODONTIC SERVICES AAO DISASTER RELIEF FUND B 76197 IN-KIND (COST) AAO SERVICES INC AAO DONATED ORTHODONTIC SERVICES Q 1446110 CASH AAO SERVICES INC N 140600 CASH