Form 990 for tax year 2022
Filed by AMERICAN OSTEOPATHIC ASSOCIATION.
Totals
- Total revenue
- $32,864,149
- Total expenses
- $30,401,566
- Contributions and grants received
- $1,571,430
- Grants paid
- $111,281
- Program service revenue
- $29,948,529
- Investment income
- $2,073,651
- Other revenue
- -$729,461
- Total assets, end of year
- $84,556,796
- Total liabilities, end of year
- $17,115,752
- Net assets or fund balances, end of year
- $67,441,044
- Program services expenses (Part IX)
- $17,567,540
- Management and general expenses
- $12,834,026
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $17,567,540
Program services were 57.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$572,105
-
1f · All other contributions, gifts and grants
$999,325
-
2a · Program service revenue: MEMBERSHIP FEES
total $11,146,070 · related or exempt $11,146,070
-
2b · Program service revenue: CERTIFYING BOARDS
total $7,998,191 · related or exempt $7,998,191
-
2c · Program service revenue: COLLEGE ACCREDITATION
total $4,320,008 · related or exempt $4,320,008
-
2d · Program service revenue: CONVENTION
total $3,768,707 · related or exempt $3,768,707
-
2e · Program service revenue: CME
total $877,393 · related or exempt $877,393
-
2f · All other program service revenue
total $1,838,160 · related or exempt $1,732,702 · unrelated business $105,458
-
3 · Investment income
total $1,387,042 · unrelated business $4,391 · excluded $1,382,651
-
6a · Gross rents
real property $2,293,136
-
6b · Less rental expenses
real property $3,152,935
-
6c · Rental income or loss
real property -$859,799
-
6d · Net rental income or loss
total -$859,799 · excluded -$859,799
-
7a · Gross sales of assets other than inventory
securities $24,630,111
-
7b · Less cost or other basis and sales expenses
securities $23,943,502
-
7c · Gain or loss
securities $686,609
-
7d · Net gain or loss
total $686,609 · excluded $686,609
-
11a · Other revenue: MISCELLANEOUS
total $130,338 · excluded $130,338
-
11e · Other revenue, total
$130,338
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $111,281 · program services $111,281
-
5 · Compensation of officers, directors and key employees
total $3,811,073 · program services $2,102,198 · management and general $1,708,875
-
7 · Other salaries and wages
total $10,846,900 · program services $6,282,622 · management and general $4,564,278
-
8 · Pension plan contributions
total $626,101 · program services $281,745 · management and general $344,356
-
9 · Other employee benefits
total $2,183,556 · program services $866,914 · management and general $1,316,642
-
10 · Payroll taxes
total $891,634 · program services $464,084 · management and general $427,550
-
11b · Fees: legal
total $354,507 · program services $12,924 · management and general $341,583
-
11c · Fees: accounting
total $62,619 · management and general $62,619
-
11f · Fees: investment management
total $277,588 · management and general $277,588
-
11g · Fees: other
total $2,427,290 · program services $2,372,093 · management and general $55,197
-
13 · Office expenses
total $171,601 · program services $113,226 · management and general $58,375
-
14 · Information technology
total $940,726 · program services $23,134 · management and general $917,592
-
16 · Occupancy
total $515,692 · program services $411,474 · management and general $104,218
-
17 · Travel
total $2,482,148 · program services $1,124,815 · management and general $1,357,333
-
19 · Conferences, conventions and meetings
total $2,719,765 · program services $2,719,765
-
22 · Depreciation, depletion and amortization
total $192,210 · management and general $192,210
-
23 · Insurance
total $440,314 · management and general $440,314
-
24a · Other expenses: CONTINGENCY
total $663,560 · management and general $663,560
-
24b · Other expenses: CREDIT CARD PROCESSING
total $650,334 · program services $649,938 · management and general $396
-
24c · Other expenses: HONORARIA, SPEAKER FEES
total $32,667 · program services $31,327 · management and general $1,340
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $19,980,994 · end of year $18,582,927
-
4 · Accounts receivable
beginning of year $2,044,210 · end of year $1,098,099
-
9 · Prepaid expenses and deferred charges
beginning of year $1,134,717 · end of year $725,223
-
10a · Land, buildings and equipment: cost or other basis
$30,125,556
-
10b · Land, buildings and equipment: accumulated depreciation
$20,590,601
-
10c · Land, buildings and equipment, net
beginning of year $8,969,233 · end of year $9,534,955
-
11 · Investments: publicly traded securities
beginning of year $54,315,167 · end of year $53,999,644
-
15 · Other assets
beginning of year $522,255 · end of year $615,948
-
17 · Accounts payable and accrued expenses
beginning of year $4,541,952 · end of year $3,488,197
-
19 · Deferred revenue
beginning of year $13,952,230 · end of year $13,402,561
-
25 · Other liabilities
beginning of year $379,773 · end of year $224,994
-
27 · Net assets without donor restrictions
beginning of year $68,092,112 · end of year $67,441,044
-
28 · Net assets with donor restrictions
beginning of year $509 · end of year $0
Mission and programs · 2022
Mission
THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA) IS A MEMBERSHIP ASSOCIATION REPRESENTING MORE THAN 168,000 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. THE AOA FURTHER, THROUGH THESE ACTIVITIES AND OTHERS, PROMOTES PUBLIC HEALTH, WORKS TO MEET PUBLIC HEALTH NEEDS THROUGH OSTEOPATHIC MEDICINE AND ENCOURAGES SCIENTIFIC RESEARCH. IN ADDITION, THE AOA ADVOCATES AT THE STATE AND FEDERAL LEVELS ON ISSUES THAT AFFECT DOS, OSTEOPATHIC MEDICAL STUDENTS AND PATIENTS.
Activities or mission (Part I)
THE AOA'S MISSION IS TO ADVANCE THE DISTINCTIVE PHILOSOPHY AND PRACTICE OF OSTEOPATHIC MEDICINE.
-
DEPARTMENT OF EDUCATION:THE FUNCTION OF THE AOA DEPARTMENT OF EDUCATION IS TO PROMOTE EXCELLENCE IN OSTEOPATHIC MEDICINE THROUGH EDUCATION. IN TAX YEAR 2023, THE AOA:DIVISION OF EDUCATIONAL RESOURCE SERVICES- MONITORED AND RECORDED THE PROGRESS OF TRAINEES IN 14 RESIDENCY TRAINING PROGRAMS.DIVISION OF POSTDOCTORAL TRAINING- MONITORED THE CONTINUING APPROVAL OF AOA ACCREDITED TRAINING PROGRAMS- APPROVED ACGME PGY1 TRAINING APPLICATIONS.
Expenses $11,385,147 · Grants $111,281 · Revenue $17,901,777
-
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 CONTINUOUSLY RETAINING AND RECRUITING MEMBERS. MEMBERSHIP PROJECTS BUILD AWARENESS OF OVERALL AOA PROGRAMS THAT ULTIMATELY LEAD TO IMPROVED QUALITY OF PATIENT CARE, WITH SERVICES SUCH AS BUT NOT LIMITED TO, THE TRACKING OF PHYSICIAN CME AND BOARD CERTIFICATION REQUIREMENTS, PRACTICE MANAGEMENT PROGRAMS FOR YOUNG PHYSICIANS, LEADERSHIP DEVELOPMENT OPPORTUNITIES, CLINICAL PRACTICE PROGRAMS AND GUIDES, SUPPORT FOR OSTEOPATHIC MEDICINE RESEARCH, AND INFORMATION FOR STUDENTS, INTERNS AND RESIDENTS.
Expenses $1,388,857 · Revenue $11,146,070
-
PUBLICATIONS:THE AOA PUBLISHES 1 PEER-REVIEWED ACADEMIC MEDICAL JOURNAL: JOURNAL OF OSTEOPATHIC MEDICINE. THIS ONLINE-ONLY PUBLICATION WAS ESTABLISHED IN 1901 AND 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 145,000 READERS RECEIVE THE ELECTRONIC TABLES OF CONTENTS FOR JOM. IN ADDITION, THE AOA PRODUCES AN ONLINE NEWS PUBLICATION, THE DO, THAT IS RECEIVED BY OVER 125,000 OSTEOPATHIC PHYSICIANS AND MEDICAL STUDENTS.
Expenses $405,771 · Revenue $125,159
-
AOA AWARDED 1,635 NEW PRIMARY CERTIFICATIONS, 414 NEW SUBSPECIALTY CERTIFICATIONS AND 116 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 168,000 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.
Expenses $4,387,765
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Joseph Giaimo DoJOSEPH GIAIMO DO
PRESIDENT
- Total calculated
- $226,077
- From this org
- $226,077
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $226,077
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $226,077
-
Ernest R Gelb DoERNEST R GELB DO
PRESIDENT-ELECT
- Total calculated
- $221,775
- From this org
- $221,775
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $221,775
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $221,775
-
Thomas Ely DoTHOMAS ELY DO
PAST PRESIDENT
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
-
Ronald Burns DoRONALD BURNS DO
PAST PRESIDENT - UNTIL 07/2022
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5 + 2 related
-
Ira P Monka DoIRA P MONKA DO
TRUSTEE/PRESIDENT ELECT
- Total calculated
- $87,216
- From this org
- $87,216
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
-
Chelsea A Nickolson DoCHELSEA A NICKOLSON DO
PHYSICIAN IN PRACTICE MEMBER - UNTIL 07/2022
- Total calculated
- $1,900
- From this org
- $1,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Vanessa W Halvorsen DoVANESSA W HALVORSEN DO
POSTDOC TRAINEE ADVISOR - UNTIL 07/2022
- Total calculated
- $1,950
- From this org
- $1,950
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Ryan L Williamson Oms IIIRYAN L WILLIAMSON OMS III
STUDENT MEMBER - UNTIL 07/2022
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Selena G Raines DoSELENA G RAINES DO
NEW PHYSICIAN IN PRACTICE
- Total calculated
- $2,650
- From this org
- $2,650
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Simran K Behniwal DoSIMRAN K BEHNIWAL DO
POSTDOCTORAL TRAINEE ADVISOR - UNTIL 07/2022
- Total calculated
- $1,500
- From this org
- $1,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Angela Pluguez Oms IVANGELA PLUGUEZ OMS IV
STUDENT ADVISOR - UNTIL 07/2022
- Total calculated
- $850
- From this org
- $850
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Brian M Fiani DoBRIAN M FIANI DO
POSTDOCTORAL TRAINEE MEMBER
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
M Anjali James Oms IVM ANJALI JAMES OMS IV
STUDENT MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tim Beals DoTIM BEALS DO
NEW PHYSICIAN IN PRACTICE ADVISOR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Maria D Jones DoMARIA D JONES DO
POSTDOCTORAL TRAINEE ADVISOR
- Total calculated
- $0
- Hours/week
- 1
-
Brianne Howerton Oms IVBRIANNE HOWERTON OMS IV
STUDENT ADVISOR
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jeffrey D Davis DoJEFFREY D DAVIS DO
TRUSTEE
- Total calculated
- $2,550
- From this org
- $2,550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Robert S Dolansky DoROBERT S DOLANSKY DO
TRUSTEE
- Total calculated
- $2,250
- From this org
- $2,250
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
David E Garza DoDAVID E GARZA DO
TRUSTEE
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Teresa A Hubka DoTERESA A HUBKA DO
TRUSTEE
- Total calculated
- $3,150
- From this org
- $3,150
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Robert W Hostoffer Jr DoROBERT W HOSTOFFER JR DO
TRUSTEE
- Total calculated
- $1,350
- From this org
- $1,350
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Emily K Hurst DoEMILY K HURST DO
TRUSTEE
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jennifer J Hauler DoJENNIFER J HAULER DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
W Ashley Hood DoW ASHLEY HOOD DO
TRUSTEE
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Jennifer Y Kendall DoJENNIFER Y KENDALL DO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Duane G Koehler DoDUANE G KOEHLER DO
TRUSTEE
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Timothy J Kowalski DoTIMOTHY J KOWALSKI DO
TURSTEE
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
James M Lally DoJAMES M LALLY DO
TRUSTEE
- Total calculated
- $1,050
- From this org
- $1,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 2 related
-
Sonia Rivera-Martinez DoSONIA RIVERA-MARTINEZ DO
TRUSTEE
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
C Michael Ogle DoC MICHAEL OGLE DO
TRUSTEE - UNTIL 07/2022
- Total calculated
- $0
- Hours/week
- 1
-
Geraldine T O'Shea DoGERALDINE T O'SHEA DO
TRUSTEE
- Total calculated
- $2,100
- From this org
- $2,100
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Robert Gg Piccinini DoROBERT GG PICCININI DO
TRUSTEE
- Total calculated
- $750
- From this org
- $750
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kevin V De Regnier DoKEVIN V DE REGNIER DO
TRUSTEE
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Shannon C Scott DoSHANNON C SCOTT DO
TRUSTEE
- Total calculated
- $2,500
- From this org
- $2,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Julieanne P Sees DoJULIEANNE P SEES DO
TRUSTEE
- Total calculated
- $2,200
- From this org
- $2,200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Richard R Thacker DoRICHARD R THACKER DO
TRUSTEE
- Total calculated
- $2,550
- From this org
- $2,550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Frank M Tursi DoFRANK M TURSI DO
TRUSTEE
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Bruce A Wolf DoBRUCE A WOLF DO
TRUSTEE
- Total calculated
- $2,550
- From this org
- $2,550
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Kim TranKIM TRAN
CFO
- Total calculated
- $230,862
- From this org
- $230,862
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $215,862
- Bonus
- $15,000
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $230,862
-
Kathleen CreasonKATHLEEN CREASON
CEO
- Total calculated
- $0
- Hours/week
- 40
-
Josh ProberJOSH PROBER
LEGAL COUNSEL - UNTIL 07/2022
- Total calculated
- $239,221
- From this org
- $211,656
- From related orgs
- $0
- Other
- $27,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,937
- Bonus
- $16,719
- Other
- $0
- Deferred
- $14,685
- Nontaxable benefits
- $12,880
- Filer's total
- $239,221
-
Nicole BlankenshipNICOLE BLANKENSHIP
SR. VP, AFFILIATE RELATION
- Total calculated
- $239,083
- From this org
- $201,724
- From related orgs
- $0
- Other
- $37,359
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $187,816
- Bonus
- $13,908
- Other
- $0
- Deferred
- $14,062
- Nontaxable benefits
- $23,297
- Filer's total
- $239,083
-
Lori WemhoffLORI WEMHOFF
SVP COMMUNICATIONS AND MARKETING
- Total calculated
- $217,704
- From this org
- $186,703
- From related orgs
- $0
- Other
- $31,001
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,305
- Bonus
- $8,398
- Other
- $0
- Deferred
- $12,960
- Nontaxable benefits
- $18,041
- Filer's total
- $217,704
-
Darcy SteinbergDARCY STEINBERG
VP STRATEGIC PARTNERSHIPS AND HEALTH INIT.
- Total calculated
- $233,149
- From this org
- $198,057
- From related orgs
- $0
- Other
- $35,092
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,807
- Bonus
- $9,250
- Other
- $0
- Deferred
- $13,651
- Nontaxable benefits
- $21,441
- Filer's total
- $233,149
-
Jedediah BrintonJEDEDIAH BRINTON
VP - UNTIL 11/2022
- Total calculated
- $218,509
- From this org
- $205,353
- From related orgs
- $0
- Other
- $13,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $195,853
- Bonus
- $9,500
- Other
- $0
- Deferred
- $13,156
- Nontaxable benefits
- $0
- Filer's total
- $218,509
-
David PugachDAVID PUGACH
SVP PUBLIC POLICY - UNTIL 07/2022
- Total calculated
- $216,170
- From this org
- $189,497
- From related orgs
- $0
- Other
- $26,673
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,137
- Bonus
- $12,360
- Other
- $0
- Deferred
- $13,232
- Nontaxable benefits
- $13,441
- Filer's total
- $216,170
-
Sharon McGillSHARON MCGILL
VP RESEARCH
- Total calculated
- $215,093
- From this org
- $197,480
- From related orgs
- $0
- Other
- $17,613
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,318
- Bonus
- $9,162
- Other
- $0
- Deferred
- $12,402
- Nontaxable benefits
- $5,211
- Filer's total
- $215,093
-
Maura BiszewskiMAURA BISZEWSKI
VP CERTIFYING BOARD SERVICES
- Total calculated
- $213,023
- From this org
- $182,180
- From related orgs
- $0
- Other
- $30,843
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $174,036
- Bonus
- $8,144
- Other
- $0
- Deferred
- $12,500
- Nontaxable benefits
- $18,343
- Filer's total
- $213,023
-
Kevin Klauer DoKEVIN KLAUER DO
CEO - UNTIL 12/2022
- Total calculated
- $881,307
- From this org
- $837,632
- From related orgs
- $0
- Other
- $43,675
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $714,692
- Bonus
- $122,940
- Other
- $0
- Deferred
- $21,350
- Nontaxable benefits
- $22,325
- Filer's total
- $881,307
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · First-class or charter travel
- 1a · Travel for companions
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 1b · Written policy on the line-1a expenses
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- 1) FIRST-CLASS OR CHARTER TRAVEL AOA PAID OR REIMBURSED THE COST OF FIRST CLASS AIRFARE FOR THE FOLLOWING PRESIDENT AND CEO. THESE AMOUNTS ARE TREATED AS NON-TAXABLE FOR THE AOA PAID OR REIMBURSED SPOUSAL TRAVEL EXPENSES FOR THE FOLLOWING POSITIONS: POSITIONS AND THEIR SPOUSES: PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST OFFICERS AND TAXABLE FOR SPOUSES. 2) TRAVEL FOR COMPANIONS PRESIDENT, PRESIDENT ELECT, IMMEDIATE PAST PRESIDENT AND CEO 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 7
- BONUSES ARE MADE AT THE COMMITTEE ON ADMINISTRATIVE PERSONNEL'S DISCRETION.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
AMERICAN OSTEOPATHIC FOUNDATION
$111,281
AOF WELCH SCHOLARS GRANT FUND; AOF/AOA PRESIDENTIAL MEMORIAL LEADERSHIP AWARD ENDOWMENT IMO FLOYD KENGEL D.O.;
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION
501(C)(6) · TO IMPROVE THE EFFECTIVENESS OF DO'S THROUGH TECHNOLOGY · IL
-
AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE
501(C)(3) · TO SUPPORT RESEARCH FOR THE ADVANCEMENT OF THE OSTEOPATHIC PROFESSION · IL · controlled entity
Directly controlled by AMERICAN OSTEOPATHIC ASSOCIATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401069349300885
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