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← AMERICAN OSTEOPATHIC ASSOCIATION

Form 990 for tax year 2023

Filed by AMERICAN OSTEOPATHIC ASSOCIATION.

Totals

Total revenue
$35,549,498
Total expenses
$32,436,991
Contributions and grants received
$1,277,900
Grants paid
$346,502
Program service revenue
$32,231,722
Investment income
$3,156,839
Other revenue
-$1,116,963
Total assets, end of year
$94,502,786
Total liabilities, end of year
$18,928,380
Net assets or fund balances, end of year
$75,574,406
Program services expenses (Part IX)
$20,804,109
Management and general expenses
$11,632,882
Fundraising expenses
$0
Program service expenses (Part III)
$20,804,109

Program services were 64.1% 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

    $500,000

  • 1f · All other contributions, gifts and grants

    $777,900

  • 2a · Program service revenue: MEMBERSHIP FEES

    total $11,213,851 · related or exempt $11,213,851

  • 2b · Program service revenue: CERTIFYING BOARDS

    total $8,159,548 · related or exempt $8,159,548

  • 2c · Program service revenue: COLLEGE ACCREDITATION

    total $5,355,668 · related or exempt $5,355,668

  • 2d · Program service revenue: CONVENTION

    total $4,352,352 · related or exempt $4,352,352

  • 2e · Program service revenue: PHYSICIAN/RESEARCH SVC

    total $1,296,531 · related or exempt $1,296,531

  • 2f · All other program service revenue

    total $1,853,772 · related or exempt $1,778,011 · unrelated business $75,761

  • 3 · Investment income

    total $1,833,095 · unrelated business $2,719 · excluded $1,830,376

  • 6a · Gross rents

    real property $2,464,691

  • 6b · Less rental expenses

    real property $3,716,560

  • 6c · Rental income or loss

    real property -$1,251,869

  • 6d · Net rental income or loss

    total -$1,251,869 · excluded -$1,251,869

  • 7a · Gross sales of assets other than inventory

    securities $1,323,744

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $1,323,744

  • 7d · Net gain or loss

    total $1,323,744 · excluded $1,323,744

  • 11a · Other revenue: MISCELLANEOUS

    total $134,906 · excluded $134,906

  • 11e · Other revenue, total

    $134,906

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $346,502 · program services $346,502

  • 5 · Compensation of officers, directors and key employees

    total $2,207,063 · program services $1,010,544 · management and general $1,196,519

  • 7 · Other salaries and wages

    total $13,297,181 · program services $8,055,879 · management and general $5,241,302

  • 8 · Pension plan contributions

    total $885,920 · program services $540,069 · management and general $345,851

  • 9 · Other employee benefits

    total $1,750,926 · program services $1,046,001 · management and general $704,925

  • 10 · Payroll taxes

    total $1,040,988 · program services $611,271 · management and general $429,717

  • 11b · Fees: legal

    total $137,868 · management and general $137,868

  • 11c · Fees: accounting

    total $40,567 · management and general $40,567

  • 11f · Fees: investment management

    total $169,309 · program services $14,304 · management and general $155,005

  • 11g · Fees: other

    total $2,269,323 · program services $2,199,686 · management and general $69,637

  • 12 · Advertising and promotion

    total $568,937 · program services $529,868 · management and general $39,069

  • 13 · Office expenses

    total $267,202 · program services $26,988 · management and general $240,214

  • 14 · Information technology

    total $838,486 · program services $77,987 · management and general $760,499

  • 16 · Occupancy

    total $483,148 · program services $483,148

  • 17 · Travel

    total $1,882,745 · program services $1,194,299 · management and general $688,446

  • 19 · Conferences, conventions and meetings

    total $4,369,575 · program services $3,261,081 · management and general $1,108,494

  • 22 · Depreciation, depletion and amortization

    total $646,681 · program services $360,378 · management and general $286,303

  • 23 · Insurance

    total $496,304 · program services $310,599 · management and general $185,705

  • 24a · Other expenses: CREDIT CARD PROCESSING

    total $719,108 · program services $717,847 · management and general $1,261

  • 24b · Other expenses: HONORARIA, SPEAKER FEES

    total $19,158 · program services $17,658 · management and general $1,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $8,695,530

  • 2 · Savings and temporary cash investments

    beginning of year $18,582,927 · end of year $16,440,874

  • 4 · Accounts receivable

    beginning of year $1,098,099 · end of year $1,172,016

  • 9 · Prepaid expenses and deferred charges

    beginning of year $725,223 · end of year $1,046,649

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

    $32,169,467

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

    $22,279,580

  • 10c · Land, buildings and equipment, net

    beginning of year $9,534,955 · end of year $9,889,887

  • 11 · Investments: publicly traded securities

    beginning of year $53,999,644 · end of year $56,531,023

  • 15 · Other assets

    beginning of year $615,948 · end of year $726,807

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,488,197 · end of year $4,524,912

  • 19 · Deferred revenue

    beginning of year $13,402,561 · end of year $13,887,964

  • 25 · Other liabilities

    beginning of year $224,994 · end of year $515,504

  • 27 · Net assets without donor restrictions

    beginning of year $67,441,044 · end of year $75,574,406

Mission and programs · 2023

Mission

THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA) IS A MEMBERSHIP ASSOCIATION REPRESENTING MORE THAN 168,000 OSTEOPATHIC PHYSICIANS (DO) AND OSTEOPATHIC MEDICAL STUDENTS. AS THE PRIMARY CERTIFYING BODY FOR DO 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 DO, 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 2024, 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.CERTIFYING BOARDS- AOA AWARDED 1,635 NEW PRIMARY CERTIFICATIONS, 414 NEW SUBSPECIALTY CERTIFICATIONS AND 116 NEW CERTIFICATIONS OF ADDED QUALIFICATIONS (CAQ'S).

    Expenses $14,096,506 · Grants $346,502 · Revenue $19,621,450

  • 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 PROMOTE THE INTERESTS OF AND ACCESS TO OSTEOPATHIC MEDICINE AS WELL AS THE 168,000 OSTEOPATHIC PHYSICIANS (DO) AND OSTEOPATHIC MEDICAL STUDENTS IN THE UNITED STATES.

    Expenses $2,598,002

  • 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 (DO) 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 $2,417,015 · Revenue $24,129

  • 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 $1,692,586 · Revenue $12,510,382

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • IRA P MONKA DO PRESIDENT-

    ELECT - UNTIL 07/23, PRESIDENT

    Total calculated
    $240,627
    From this org
    $240,627
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $240,627
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $240,627

  • ERNEST R GELB DO PRESIDENT

    UNTIL 07/23, IMM. PAST PRESIDENT

    Total calculated
    $228,770
    From this org
    $228,770
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

    Schedule J breakdown matched by us

    Base
    $228,770
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $228,770

  • ROSS D ZAFONTE DO

    EDITOR

    Total calculated
    $67,500
    From this org
    $67,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TERESA A HUBKA DO TRUSTEE

    UNTIL 07/23, PRESIDENT-ELECT

    Total calculated
    $7,765
    From this org
    $7,765
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • JOSEPH GIAIMO DO

    PAST PRESIDENT

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

  • ROBERT S DOLANSKY DO

    TRUSTEE

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • TIMOTHY J KOWALSKI DO

    TRUSTEE

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JENNIFER Y KENDALL DO

    TRUSTEE

    Total calculated
    $2,800
    From this org
    $2,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JEFFREY D DAVIS DO 1ST

    VICE PRES. - UNTIL 07/23, TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • KEVIN V DE REGNIER DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • DAVID E GARZA DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • SONIA RIVERA-MARTINEZ DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • JULIEANNE P SEES DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • RICHARD R THACKER DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • FRANK M TURSI DO

    TRUSTEE

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • MARIA D JONES DO POSTDOC

    TRAINEE MEMBER - AS OF 07/23

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • EMILY K HURST DO

    TRUSTEE

    Total calculated
    $2,550
    From this org
    $2,550
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BRUCE A WOLF DO

    TRUSTEE

    Total calculated
    $2,250
    From this org
    $2,250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • THOMAS ELY DO

    PAST PRESIDENT - UNTIL 07/23

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • W ASHLEY HOOD DO

    1ST VICE PRESIDENT - AS OF 07/23

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • GERALDINE T O'SHEA DO

    TRUSTEE

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • ROBERT GG PICCININI DO

    TRUSTEE

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SELENA G RAINES DO NEW

    PHYS. IN PRACTICE MEMB - UNTIL 07/23

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHANNON C SCOTT DO

    TRUSTEE

    Total calculated
    $1,500
    From this org
    $1,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 2 related

  • ROBERT W HOSTOFFER JR DO

    TRUSTEE

    Total calculated
    $1,450
    From this org
    $1,450
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BRIANNE HOWERTON OMS IV

    STUDENT ADVISOR - UNTIL 07/23

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

  • SARAH J WOLFF DO NEW PHYS

    IN PRACTICE MEMBER - AS OF 07/23

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • TIM BEALS DO NEW PHYS

    IN PRACTICE ADVISOR - UNTIL 07/23

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • M ANJALI JAMES OMS IV

    STUDENT MEMBER - UNTIL 07/23

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • BRIAN M FIANI DO POSTDOC

    TRAINEE MEMBER - UNTIL 07/23

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SARA A LOHBAUER DO

    POSTDOC. TRAINEE ADV. - AS OF 07/23

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • JOEL A KASE DO

    3RD VICE PRESIDENT - AS OF 07/23

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • SHAWN HAMM DO NEW PHYS

    IN PRACTICE ADVISOR - AS OF 07/23

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • DUANE G KOEHLER DO

    2ND VICE PRESIDENT - AS OF 07/23

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER J HAULER DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES M LALLY DO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • CAELIN SMITH OMS III

    STUDENT MEMBER - AS OF 07/23

    Total calculated
    $0
    Hours/week
    1

  • DEVANSHI PATEL OMS IV

    STUDENT ADVISOR - AS OF 07/23

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN S CREASON INTERIM

    CEO - UNTIL 07/23, CEO, BOARD SECR.

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

    Schedule J breakdown matched by us

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

  • JULIE KULOVITS

    GENERAL COUNSEL

    Total calculated
    $234,304
    From this org
    $232,961
    From related orgs
    $0
    Other
    $1,343
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $225,961
    Bonus
    $7,000
    Other
    $0
    Deferred
    $463
    Nontaxable benefits
    $880
    Filer's total
    $234,304

  • KIM TRAN

    CFO - UNTIL 09/23

    Total calculated
    $216,849
    From this org
    $207,577
    From related orgs
    $0
    Other
    $9,272
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,577
    Bonus
    $9,000
    Other
    $0
    Deferred
    $8,585
    Nontaxable benefits
    $687
    Filer's total
    $216,849

  • DENNIS RIZZO

    CFO, AS OF 11/23

    Total calculated
    $31,168
    From this org
    $27,251
    From related orgs
    $0
    Other
    $3,917
    Hours/week
    40

  • NICOLE BLANKENSHIP SVP

    AFFILIATE RELATION - UNTIL 08/23

    Total calculated
    $240,117
    From this org
    $200,919
    From related orgs
    $0
    Other
    $39,198
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $138,195
    Bonus
    $0
    Other
    $62,724
    Deferred
    $22,573
    Nontaxable benefits
    $16,625
    Filer's total
    $240,117

  • MAURA BISZEWSKI

    SVP OSTEOPATHIC ENGAGEMENT

    Total calculated
    $236,982
    From this org
    $202,861
    From related orgs
    $0
    Other
    $34,121
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,611
    Bonus
    $9,250
    Other
    $0
    Deferred
    $14,101
    Nontaxable benefits
    $20,020
    Filer's total
    $236,982

  • LORI WEMHOFF

    SVP COMMUNICATIONS AND MARKETING

    Total calculated
    $208,498
    From this org
    $187,701
    From related orgs
    $0
    Other
    $20,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,701
    Bonus
    $5,000
    Other
    $0
    Deferred
    $13,335
    Nontaxable benefits
    $7,462
    Filer's total
    $208,498

  • DARCY STEINBERG

    VP STRATEGIC PARTNERSHIPS AND HEALTH INIT.

    Total calculated
    $233,596
    From this org
    $195,181
    From related orgs
    $0
    Other
    $38,415
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,746
    Bonus
    $9,435
    Other
    $0
    Deferred
    $14,279
    Nontaxable benefits
    $24,136
    Filer's total
    $233,596

  • SHARON MCGILL

    VP RESEARCH

    Total calculated
    $222,062
    From this org
    $201,743
    From related orgs
    $0
    Other
    $20,319
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,398
    Bonus
    $9,345
    Other
    $0
    Deferred
    $13,863
    Nontaxable benefits
    $6,456
    Filer's total
    $222,062

  • PRANAV PAREKH

    VP INFORMATION TECHNOLOGY

    Total calculated
    $220,480
    From this org
    $196,332
    From related orgs
    $0
    Other
    $24,148
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,332
    Bonus
    $5,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $24,148
    Filer's total
    $220,480

  • GENIE JAMES

    VP ACCREDITATION

    Total calculated
    $212,455
    From this org
    $193,531
    From related orgs
    $0
    Other
    $18,924
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,031
    Bonus
    $9,500
    Other
    $0
    Deferred
    $11,450
    Nontaxable benefits
    $7,474
    Filer's total
    $212,455

  • JOSE CARINO

    VP MEMBERSHIP

    Total calculated
    $203,851
    From this org
    $187,291
    From related orgs
    $0
    Other
    $16,560
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,291
    Bonus
    $8,000
    Other
    $0
    Deferred
    $8,806
    Nontaxable benefits
    $7,754
    Filer's total
    $203,851

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
  • 1b · Written policy on the line-1a expenses
  • 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

  • 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 POSITIONS: PRESIDENT AND CEO. THESE AMOUNTS ARE TREATED AS NON-TAXABLE. 2) TRAVEL FOR COMPANIONS AOA PAID OR REIMBURSED SPOUSAL TRAVEL EXPENSES FOR THE FOLLOWING POSITIONS AND THEIR SPOUSES: 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 4A
SEVERANCE PAID DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2023 IS REPORTED ON PART II, COLUMN (B)(III).
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

No itemized grants to organizations 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 · 100% owned · share of income -$303 · share of assets $6,209 · controlled entity

    Directly controlled by AMERICAN OSTEOPATHIC ASSOCIATION

  • CHARITABLE REMAINDER TRUST (1)

    T · CHARITABLE TRUST · NY

    Directly controlled by AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE

Provenance

Return type
form_990
Tax year
2023
Filed
14 April 2025
IRS schema version
2023v6.0
Source object
202521059349301897

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