American Osteopathic Association

“Prior to filing, the Controller and CEO review Form 990 and then provide it to the Audit Committee for review and approval.”

“Before vendors and capital requests are approved, the requesting officer, director, trustee, or key employee must disclose any potential conflict of interest. Those key personnel with conflicts are advised to recuse themselves from participating in decision making related to the conflict.”

“The compensation (salaries, bonuses, benefits) for the Chief Executive Officer and staff (including key employees) are set based upon information provided by an external compensation service, who furnishes information drawn from surveys (including Forms 990) from comparable healthcare associations and other employers in the relevant geographic markets. A committee of the Board of Trustees - the Committee on Administrative Personnel (COAP) - is provided with the information for the Chief Executive Officer's compensation and makes recommendations for final approval by the entire Board of Trustees. Compensation for the President, President-elect and Immediate Past President are based upon information regarding compensation for physicians for one year and approved by a disinterested majority of the Committee on Administrative Personnel and Board of Trustees. The Finance Committee also reviews the aggregate compensation for staff.”

“The AOA's governing documents (constitution and bylaws and code of ethics) are published on-line and available at the AOA's website - https://osteopathic.org/about/leadership/aoa-governance-documents/. The Association's conflict of interest policy and financial statements are available to the public upon request for the same period of disclosure as set forth in IRC Section 6104(d).”

“Department of Education: The function of the AOA Department of Education is to promote excellence in osteopathic medicine through education. In tax year 2017, the AOA: Division of Educational Resource Services -Monitored and recorded the progress of 7,684 trainees in 965 residency training programs. Division of Postdoctoral Training -Approved 10 new programs (83 positions), increased size of 30 programs and revised 50 programs for Continuing Approval. -Conducted 0 Osteopathic Postdoctoral Training Institution (OPTI) continuing approval site visits. -Executed a national education conference for residency program directors and medical educators. -Approved 431 ACC-ME PGY1 46 Federal/Military PGY1 and 162 ACC-ME PGY2/Fellowship Training applications. Division of Training Program Review Services -Continued its charge of reviewing all osteopathic training programs.”

“Professional Consulting Fees: Program service expenses 5,010,458. Management and general expenses 1,021,878. Fundraising expenses 0. Total expenses 6,032,336.”