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Nonprofiteer
← AMERICAN OSTEOPATHIC INFROMATION ASSOCIATION

Form 990 for tax year 2023

Filed by AMERICAN OSTEOPATHIC INFROMATION ASSOCIATION.

Totals

Total revenue
$4,897,234
Total expenses
$3,458,632
Contributions and grants received
$0
Grants paid
$225,000
Program service revenue
$4,230,389
Investment income
$421,436
Other revenue
$245,409
Total assets, end of year
$18,447,525
Total liabilities, end of year
$848,639
Net assets or fund balances, end of year
$17,598,886
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 2a · Program service revenue: PHYSICIAN PROFILES

    total $3,933,500 · related or exempt $3,933,500

  • 2b · Program service revenue: MEMBERSHIP DUES

    total $226,936 · related or exempt $226,936

  • 2c · Program service revenue: PRACTICE MANAGEMENT

    total $43,111 · related or exempt $43,111

  • 2d · Program service revenue: MEMBER VALUE PROGRAMS

    total $26,842 · related or exempt $26,842

  • 3 · Investment income

    total $421,436 · excluded $421,436

  • 6a · Gross rents

    real property $372,600

  • 6b · Less rental expenses

    real property $262,290

  • 6c · Rental income or loss

    real property $110,310

  • 6d · Net rental income or loss

    total $110,310 · excluded $110,310

  • 11a · Other revenue: CAREER CENTER

    total $135,099 · excluded $135,099

  • 11e · Other revenue, total

    $135,099

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $225,000

  • 5 · Compensation of officers, directors and key employees

    total $182,619

  • 7 · Other salaries and wages

    total $1,016,025

  • 9 · Other employee benefits

    total $177,043

  • 11b · Fees: legal

    total $700

  • 11c · Fees: accounting

    total $16,307

  • 11g · Fees: other

    total $191,772

  • 12 · Advertising and promotion

    total $28,633

  • 13 · Office expenses

    total $115,433

  • 14 · Information technology

    total $309,851

  • 15 · Royalties

    total $779,494

  • 16 · Occupancy

    total $56,548

  • 17 · Travel

    total $100,482

  • 19 · Conferences, conventions and meetings

    total $48,888

  • 22 · Depreciation, depletion and amortization

    total $4,403

  • 23 · Insurance

    total $35,909

  • 24a · Other expenses: CREDIT CARD FEES

    total $154,561

  • 24b · Other expenses: STAFF DEVELOPMENT

    total $11,864

  • 24c · Other expenses: HONORARIUM

    total $3,100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,202,274 · end of year $3,083,388

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $4,853,872

  • 4 · Accounts receivable

    beginning of year $195,830 · end of year $78,617

  • 9 · Prepaid expenses and deferred charges

    beginning of year $135,405 · end of year $28,783

  • 10a · Land, buildings and equipment: cost or other basis

    $2,992,180

  • 10b · Land, buildings and equipment: accumulated depreciation

    $192,305

  • 10c · Land, buildings and equipment, net

    beginning of year $2,771,684 · end of year $2,799,875

  • 11 · Investments: publicly traded securities

    beginning of year $5,869,402 · end of year $7,561,256

  • 15 · Other assets

    beginning of year $78,847 · end of year $41,734

  • 17 · Accounts payable and accrued expenses

    beginning of year $331,172 · end of year $307,215

  • 19 · Deferred revenue

    beginning of year $386,722 · end of year $541,424

  • 25 · Other liabilities

    beginning of year $1,750 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $15,533,798 · end of year $17,598,886

Mission and programs · 2023

Mission

AOIA HELPS PHYSICIANS ADVANCE PATIENT CARE THROUGH HIT (HEALTHCARE INFORMATION TECHNOLOGY), PRACTICE MANAGEMENT SUPPORT, ADVOCACY, PHYSICIAN PROFILES, AND STRATEGIC PARTNERSHIPS.

Activities or mission (Part I)

TO SUPPORT THE OSTEOPATHIC PROFESSION THROUGH ADVOCACY, MEMBER-FOCUSED RESOURCES, STRATEGIC PARTNERSHIPS AND DATA DRIVEN INNOVATION INCLUDING DIGITAL HEALTH INITIATIVES.

  • AOIA OPERATES AND MAINTAINS AN INFORMATION GATHERING, ORGANIZING AND DISSEMINATING SYSTEM TO FURTHER EDUCATIONAL, RESEARCH, SCIENTIFIC AND PROFESSIONAL ACTIVITIES WITHIN OSTEOPATHIC MEDICINE AND PUBLIC HEALTH.

  • AOIA PROMOTES ONLINE CONTINUING MEDICAL EDUCATION (CME) FOR THE OSTEOPATHIC PROFESSION.

As filed on the 2023 return.

Listed in Part VII

  • Kathleen S Creason

    AOA CEO

    Total calculated
    $526,178
    From this org
    $0
    From related orgs
    $485,040
    Other
    $41,138
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $461,040 related
    Bonus
    $0 + $24,000 related
    Other
    $0
    Deferred
    $0 + $23,100 related
    Nontaxable benefits
    $0 + $18,038 related
    Filer's total
    $0 + $526,178 related

  • Joanne Constantine

    DIRECTOR OF SALES & MARKETING

    Total calculated
    $159,737
    From this org
    $149,022
    From related orgs
    $0
    Other
    $10,715
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,272
    Bonus
    $7,750
    Other
    $0
    Deferred
    $10,715
    Nontaxable benefits
    $0
    Filer's total
    $159,737

  • Cynthia Penkala

    SR DIRECTOR, PRACTICE MGMT/EDUCATION

    Total calculated
    $159,411
    From this org
    $148,858
    From related orgs
    $0
    Other
    $10,553
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,358
    Bonus
    $7,500
    Other
    $0
    Deferred
    $10,553
    Nontaxable benefits
    $0
    Filer's total
    $159,411

  • Christel Ballog

    EXECUTIVE DIRECTOR - AS OF 11/23

    Total calculated
    $32,044
    From this org
    $32,044
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Cole Zanetti Do

    DIRECTOR

    Total calculated
    $3,225
    From this org
    $3,225
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joseph Giaimo Do

    DIRECTOR

    Total calculated
    $3,150
    From this org
    $0
    From related orgs
    $3,150
    Other
    $0
    Hours/week
    1 + 3 related

  • Sameer Sood Do

    DIRECTOR

    Total calculated
    $2,350
    From this org
    $2,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Norman Vinn Do

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • James M Lally Do

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Mark Baker Do

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ronald Burns Do

    DIRECTOR - UNTIL 07/23

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Jay Feldstein Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • George Thomas Do

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • AMERICAN OSTEOPATHIC SERVICES INC

    C · MARKETING AFFINITY PROGRAMS · IL

    Directly controlled by AMERICAN OSTEOPATHIC ASSOCIATION

  • CHARITABLE REMAINDER TRUST (1)

    CHARITABLE TRUST · NY

    Directly controlled by AMERICAN OSTEOPATHIC ASSOCIATION

Provenance

Return type
form_990
Tax year
2023
Filed
14 April 2025
IRS schema version
2023v6.0
Source object
202531059349303003

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