2016-04-09T10:27:39-05:00 2015-05-31 430765316 RUBINBROWN LLP ONE NORTH BRENTWOOD SAINT LOUIS MO 63105 990 2014-06-01 430763598 AMERICAN ASSOCIATION OF ORTHODONTISTS AMER 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 CHRIS VRANAS EXECUTIVE DIRECTOR 3149931700 2016-04-08 1 JUDITH E MURPHY P00325547 3142903300 2014 2016-08-17 19:52:53Z CHRIS VRANAS 401 N LINDBERGH BLVD ST LOUIS MO 63141 27535374 0 X WWW.MYLIFEMYSMILE.ORG X 1900 MO TO ADVANCE THE ART AND SCIENCE OF ORTHODONTICS AND CONTRIBUTE TO PUBLIC HEALTH THROUGH EDUCATION. 9 7 42 225 267312 -24312 51214 41987 20544210 21325296 1165048 773051 1458901 1310190 23219373 23450524 105000 60000 0 0 5375952 5173113 0 0 0 14849724 17445145 20330676 22678258 2888697 772266 37554073 36961490 7707771 7297243 29846302 29664247 X 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 CONDUCTEDTO EDUCATE MEMBERS. ALL MEMBERS ARE INVITED. TOTAL ATTENDANCE16,806; MEMBER ATTENDEES 9,457. PROMOTIONS, LITERATURE, AND ADVERTISING PROVIDED TO THEGENERAL PUBLIC - PURPOSE IS TO PROMOTE HEALTH CARE ANDINCREASE THE PUBLIC'S AWARENESS AND KNOWLEDGE OF THEORTHODONTIC PROFESSION. EDUCATIONAL PROGRAMS - CONFERENCES, PUBLICATIONS, AND CONTINUINGEDUCATION ARE TO PROVIDE INFORMATION ON ADVANCEMENT IN THE FIELDAND PROMOTE HIGH STANDARDS OF CARE FOR THE PUBLIC. WINTERCONFERENCE 839 ATTENDEES; BULLETIN IS ISSUED 6 TIMES PER YEAR TOALL MEMBERS; ALL MEMBERS RECEIVE SUBSCRIPTION TO THE AJO/DOJOURNAL; ON-LINE WEBINAR, STAFF WEBINARS, AND EDUCATIONALMATERIALS ARE PROVIDED THROUGHOUT THE YEAR. PROGRAM SERVICE ACCOMPLISHMENTSCONSUMER AWARENESS - THE AAO EDUCATES THE PUBLIC AS TO THE ROLE AND IMPORTANCE OF AN ORTHODONTIST IN DENTAL HEALTH. MULTIPLE MEDIA OUTLETS ARE UTILIZED IN A CAMPAIGN DESIGNED TO PROMOTE THE UNIQUE ATTRIBUTES OF ORTHODONTISTS. SUPPORT OF ORTHODONTIC EDUCATORS - THE AAO PROVIDES DIRECT FINANCIAL SUPPORT TO ORTHODONTIC FACULTY IN ORDER TO ENCOURAGE THEIR CONTINUATION IN THE FIELD. QUALIFIED, MOTIVATED EDUCATORS ARE VITAL TO THE ADVANCEMENT OF THE ORTHODONTIC PROFESSION. PARTICIPATION IN DENTAL COMMUNITY - THE AAO SUPPORTS THE INVOLVEMENT OF ITS MEMBERS, TRUSTEES AND OFFICERS IN THE BROADER DENTAL COMMUNITY. INVOLVEMENT WITH THE AMERICAN DENTAL ASSOCIATION AND OTHER DENTAL SPECIALTY ORGANIZATIONS ENSURES THAT ORTHODONTICS WILL BE RECOGNIZED AS A VALUED MEMBER OF THE PROFESSION. 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 153 0 1 42 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 JILL NOWAK 3149931700 401 N LINDBERGH BLVD ST LOUIS MO 63141 X MORRIS POOLE PRESIDENT - ELECT 34.00 X X 89628 0 0 DEWAYNE MCCAMISH SECRETARY/TREASURER 37.00 X X 64564 0 0 NAHID MALEKI BOARD MEMBER 30.00 X 64664 0 0 MYRON GUYMON BOARD MEMBER 15.00 X 21633 0 0 PERRY OPIN BOARD MEMBER 15.00 X 21242 0 0 CHRIS ROBERTS BOARD MEMBER 15.00 X 55052 0 0 KENDALL DILLEHAY BOARD MEMBER 14.00 X 53105 0 0 NORMAN NAGEL BOARD MEMBER 14.00 X 54223 0 0 BRENT LARSON BOARD MEMBER 13.00 X 62891 0 0 ROBERT VARNER PRESIDENT 42.00 X 105086 0 0 GARY BAUGHMAN SPEAKER OF THE HOUSE 6.00 X 46046 0 0 CHRIS VRANAS EXECUTIVE DIRECTOR 60.00 X 401089 0 67422 JILL NOWAK DIRECTOR OF FINANCE & ADMIN. 60.00 X 262237 0 65500 ANITA CRAIG DIRECTOR OF EDUCATION & MEMBERSHIP 60.00 X 192147 0 48684 KEVIN DILLARD LEGAL COUNSEL 45.00 X 184289 0 55477 LINDA GLADDEN DIRECTOR OF COMMUNICATIONS 45.00 X 147800 0 45013 JULIE SUTTER DIRECTOR OF LEADERSHIP ENTITIES 45.00 X 148817 0 35356 CASANDRA SCALES SR. MANAGER OF ACCOUNTING 50.00 X 140067 0 55549 SCOTT CANT SR. MANAGER OF ENDORSED PROGRAMS 45.00 X 128065 0 48045 ERIC MULTRUX SR. MANAGER OF INFORMATION SYSTEMS 45.00 X 118801 0 38452 2361446 0 459498 11 0 1 0 ATHORN CLARK & PARTNERS INC 38 EAST 29TH STREET NEW YORK NY 10016 PUBLIC RELATIONS 5766008 FREEMAN AUDIO VISUAL 2800 TEAKWOOD LANE PLANO TX 75075 AUDIO VISUAL 1239847 FREEMAN DECORATING COMPANY 1000 ELMWOOD PARK BLVD NEW ORLEANS LA 70123 MEETING SERVICES 382537 TALENT SOURCE INC 131 S HARRISON STREET EASTON MD 21601 SPEAKERS 255271 DURA SEAL PAVING CONTRACTOR 7026 A HIGHWAY 61-67 BARNHART MO 63012 CONSTRUCTION 239526 9 41987 41987 MEMBERSHIP DUES AND FEES 541900 13711354 13711354 ANNUAL MEETING 541900 6242251 6242251 EDUCATIONAL PROGRAMS 541900 1019644 1019644 PUBLICATIONS 541900 221577 221577 AAO BULLETIN 541800 130470 130470 21325296 664554 664554 1068925 1068925 225693 228418 -2725 -2725 -2725 3773513 3665016 108497 108497 108497 415597 191416 224181 87339 136842 19809 19809 19809 23450524 21301974 267312 1839251 60000 2430558 1842891 286579 408735 204350 55443 40930 277647 51090 1880964 501576 287920 212715 59413 4718800 97311 540772 181934 CONSUMER ED. CAMPAIGN 5290446 MEMBER COMMUNICATIONS 1122826 COUNCIL ADMIN/PROJECTS 1012746 BOARD PROJ/COMMITTEES 995167 117445 22678258 2797622 983618 3060822 3072643 1112717 1243142 100276 100061 381062 481882 10590237 4475553 6415556 6114684 23162255 24408671 237644 237644 286119 319145 37554073 36961490 3413446 4240777 1219586 89672 2887500 2737500 187239 229294 7707771 7297243 X 29753328 29572051 24981 24203 67993 67993 29846302 29664247 37554073 36961490 772266 -954321 0 X 0 1 X 1 0 0 0 1 13691508 286451 30502 316953 339205 -22252 87768 2072 1100 88740 86106 4417 2755 87768 83312 4994 2200 86106 81262 5687 3637 83312 78993 5780 3511 81262 0.00000 0.76620 0.23380 0 0 684000 684000 6933703 2470304 4463399 102142 36335 65807 2006033 1715937 290096 864359 252977 611382 6114684 DEFERRED COMPENSATION 229294 229294 22916037 -954321 419834 -534487 23450524 0 23450524 23098092 419834 419834 22678258 0 22678258 PART V, LINE 4: INCOME IS APPLIED TOWARD THE EXPENSES AND HONORARIUM FOR THE MERSHON LECTURE PRESENTED AT THE ANNUAL SESSION. SCHEDULE D PART V HAS BEEN RESTATED TO INCLUDE TEMPORARILY RESTRICTED FUNDS THAT ARE CONSIDERED PART OF THE ENDOWMENT. PREVIOUSLY, ONLY THE PERMANENTLY RESTRICTED FUNDS WERE REPORTED IN PART V. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 191,416. RENTAL EXPENSES 228,418. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 228,418. COST OF GOODS SOLD 191,416. NORTH AMERICA - CANADA AND MEXICO, BUT NOT US 0 0 PROGRAM SERVICES ADVANCE ORTHODONTICS 327979 0 0 0 0 0 0 327979 0 327979 0 0 0 0 0 0 PART I, LINE 2: AAO RECEIVES MEMBERSHIP DUES AND OTHER RECEIPTS FROM INTERNATIONAL MEMBERS. THE RELATED PROGRAM SERVICE EXPENSES ARE ASSUMED TO EQUAL THE ESTIMATED AMOUNT OF REVENUES FROM OUTSIDE THE UNITED STATES. ALTHOUGH A SIGNIFICANT PORTION OF THE EXPENDITURES IS INCURRED WITHIN THE UNITED STATES, THE BENEFITS OF THE EDUCATIONAL PROGRAMS AND OF THE ADVANCEMENT OF THE ART AND SCIENCE OF ORTHODONTICS ARE INTANGIBLE AND ENJOYED BY MEMBERS AND THE PUBLIC IN THE HOME COUNTRY OF MEMBERS. 1 DTA FOUNDATION INC 2300 CLARENDON BLVD SUITE 1003 ARLINGTON VA 22201 541992805 501(C)(3) 50000 GENERAL SUPPORT UNIVERSITY OF MICHIGAN DENTAL SCHOOL 1011 N UNIVERSITY AVE ANN ARBOR MI 481091078 386006309 501(C)(3) 10000 GENERAL SUPPORT 2 0 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 CHRIS VRANAS EXECUTIVE DIRECTOR 381023 0 0 0 20066 0 38734 0 28688 0 468511 0 0 0 JILL NOWAK DIRECTOR OF FINANCE & ADMIN. 256193 0 5000 0 1044 0 36416 0 29084 0 327737 0 0 0 ANITA CRAIG DIRECTOR OF EDUCATION & MEMBERSHIP 189407 0 0 0 2740 0 28408 0 20276 0 240831 0 0 0 KEVIN DILLARD LEGAL COUNSEL 183922 0 0 0 367 0 24033 0 31444 0 239766 0 0 0 LINDA GLADDEN DIRECTOR OF COMMUNICATIONS 147081 0 0 0 719 0 22535 0 22478 0 192813 0 0 0 JULIE SUTTER DIRECTOR OF LEADERSHIP ENTITIES 148121 0 0 0 696 0 22399 0 12957 0 184173 0 0 0 CASANDRA SCALES SR. MANAGER OF ACCOUNTING 137118 0 2500 0 449 0 18370 0 37179 0 195616 0 0 0 SCOTT CANT SR. MANAGER OF ENDORSED PROGRAMS 127655 0 0 0 410 0 19704 0 28341 0 176110 0 0 0 ERIC MULTRUX SR. MANAGER OF INFORMATION SYSTEMS 117203 0 0 0 1598 0 18120 0 20332 0 157253 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 MEMBERS WHICH TOTAL 12,472. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS, BASED UPON INFORMATION PROVIDED BY AAO. THE FORM 990 IS REVIEWED BY THE SENIOR ACCOUNTING MANAGER AND THE DIRECTOR OF FINANCE. THE 990 IS PROVIDED TO THE 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 IN THE BULLETIN AND ON THE AAO MEMBERS' WEBSITE. BYLAWS AND ALL POLICIES ARE AVAILABLE UPON REQUEST AND ARE POSTED ON THE AAO MEMBERS' WEBSITE. FINANCIAL INFORMATION IS UPDATED WITH D&B ANNUALLY. 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 AMER ASSOC OF ORTHODONTISTS SERV INC 401 NORTH LINDBERGH BOULEVARD ST LOUIS MO 63141 431709728 INSURANCE MO AAO C 1856833 727242 1.00000 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 AMERICAN ASSOCIATION OF ORTHODONTISTS SERVICES INC A 77135 CASH AMERICAN ASSOCIATION OF ORTHODONTISTS SERVICES INC N 133790 CASH AMERICAN ASSOCIATION OF ORTHODONTISTS SERVICES INC O 603240 CASH AMERICAN ASSOCIATION OF ORTHODONTISTS SERVICES INC Q 1306102 CASH AMERICAN ASSOCIATION OF ORTHODONTISTS SERVICES INC B 21640 COST