Civic Intelligence

American Osteopathic Information Association

990 • Fiscal year 2022 • EIN 36-4340931

Jun 01, 2021 to May 31, 2022 • Filed on Apr 13, 2023

142 East Ontario StreetChicago, IL 60611

(312) 202-8000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.14x

Higher debt load relative to assets than 32% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

73rd percentile

0.66x

Higher debt load relative to revenue than 73% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

85th percentile

$712,087

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 20.4% of source-year revenue.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2022

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-16%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$16,808,282

Up $2,725,230 (+19%) from 2021

Net Assets

Up

$14,489,039

Up $1,177,326 (+8.8%) from 2021

Liabilities

Up

$2,319,243

Up $1,547,904 (+201%) from 2021

Revenue

Down

$3,497,766

Down $665,009 (-16%) from 2021

Expenses

Up

$2,805,542

Up $420,912 (+18%) from 2021

Net Income

Down

$692,224

Down $1,085,921 (-61%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2010: $4,126,406Liabilities 2010: $2,472,019Net Assets 2010: $1,654,3872010Assets 2012: $5,946,636Liabilities 2012: $3,883,909Net Assets 2012: $2,062,7272012Assets 2013: $5,577,962Liabilities 2013: $4,176,627Net Assets 2013: $1,401,3352013Assets 2014: $6,781,763Liabilities 2014: $4,756,500Net Assets 2014: $2,025,2632014Assets 2015: $7,961,399Liabilities 2015: $4,469,835Net Assets 2015: $3,491,5642015Assets 2016: $8,346,992Liabilities 2016: $2,863,322Net Assets 2016: $5,483,6702016Assets 2017: $9,859,871Liabilities 2017: $2,248,327Net Assets 2017: $7,611,5442017Assets 2018: $9,503,209Liabilities 2018: $700,555Net Assets 2018: $8,802,6542018Assets 2019: $10,133,326Liabilities 2019: $889,865Net Assets 2019: $9,243,4612019Assets 2020: $11,125,769Liabilities 2020: $885,681Net Assets 2020: $10,240,0882020Assets 2021: $14,083,052Liabilities 2021: $771,339Net Assets 2021: $13,311,7132021Assets 2022: $16,808,282Liabilities 2022: $2,319,243Net Assets 2022: $14,489,0392022Assets 2023: $16,253,442Liabilities 2023: $719,644Net Assets 2023: $15,533,7982023Assets 2024: $18,447,525Liabilities 2024: $848,639Net Assets 2024: $17,598,8862024

Highlighted filing

2022

Assets$16,808,282
Liabilities$2,319,243
Net Assets$14,489,039

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Expenses 2010: $4,226,8532010Expenses 2012: $5,925,9342012Expenses 2013: $6,226,5712013Revenue 2014: $6,082,529Expenses 2014: $5,458,601Net Income 2014: $623,9282014Revenue 2015: $5,703,579Expenses 2015: $4,237,278Net Income 2015: $1,466,3012015Revenue 2016: $4,967,446Expenses 2016: $2,975,340Net Income 2016: $1,992,1062016Revenue 2017: $4,264,176Expenses 2017: $2,221,087Net Income 2017: $2,043,0892017Revenue 2018: $4,386,563Expenses 2018: $3,315,913Net Income 2018: $1,070,6502018Revenue 2019: $3,592,633Expenses 2019: $3,049,153Net Income 2019: $543,4802019Revenue 2020: $4,200,018Expenses 2020: $2,873,584Net Income 2020: $1,326,4342020Revenue 2021: $4,162,775Expenses 2021: $2,384,630Net Income 2021: $1,778,1452021Revenue 2022: $3,497,766Expenses 2022: $2,805,542Net Income 2022: $692,2242022Revenue 2023: $5,137,870Expenses 2023: $3,474,801Net Income 2023: $1,663,0692023Revenue 2024: $4,897,234Expenses 2024: $3,458,632Net Income 2024: $1,438,6022024

Highlighted filing

2022

Revenue$3,497,766
Expenses$2,805,542
Net Income$692,224
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 13, 2023
Return Version
2021v4.2
Gross Receipts
$3,497,766
Mission and Program Overview

Mission

Aoia helps physicians advance patient care through hit (healthcare information technology), practice management support, advocacy, physician profiles, and strategic partnerships.

To support the osteopathic profession through advocacy, member-focused resources, strategic partnerships and data driven innovation including digital health initiatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,571,799$7,060,593▲ $5,488,794
Savings and Temporary Cash Investments$6,065,823--
Investments in Publicly Traded Securities$5,996,437$5,836,646▼ $159,791
Land, Buildings, and Equipment, Net$15,914$2,801,252▲ $2,785,338
Accounts Receivable$42,968$822,479▲ $779,511
Other Notes and Loans Receivable, Net$330,567--
Prepaid Expenses and Deferred Charges$59,544$287,312▲ $227,768
Total Assets$14,083,052$16,808,282▲ $2,725,230
Liabilities
Other Liabilities$184,200$1,338,784▲ $1,154,584
Deferred Revenue$374,262$619,501▲ $245,239
Accounts Payable and Accrued Expenses$212,877$360,958▲ $148,081
Total Liabilities$771,339$2,319,243▲ $1,547,904
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,311,713$14,489,039▲ $1,177,326
Total Net Assets Fund Balance$13,311,713$14,489,039▲ $1,177,326
Total Liabilities and Net Assets / Fund Balance$14,083,052$16,808,282▲ $2,725,230

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,952,709$76,008$2,028,717
Land$840,000-$840,000
Equipment$8,543$31,746$40,289
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen CreasonExecutive DirectorFT$249,688$249,688
Joanne ConstantineDirector of Sales & MarketingFT$127,395$127,395
Cynthia PenkalaSr Director, Practice Mgmt/educationFT$124,588$124,588
Jill LammersDirector of Operations & AnalyticsFT$111,704$111,704

Board Members and Trustees

NameTitle
Norman Vinn DoChair
Mark Baker DoSecretary/chair
James M Lally DoVice Chair
Kevin Klauer DoAoa CEO/aoia Director
Cole Zanetti DoDirector
George Thomas DoDirector
Jay Feldstein DoDirector
Ronald Burns DoDirector
Sameer Sood DoDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,172,308
Investment Income
$12,177
Other Revenue
$313,281
Change in Net Assets
$692,224
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,662,473
Salaries, Compensation, and Employee Benefits$893,069
Grants and Similar Amounts Paid$250,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$1,098,994
Other Salaries and Wages---$790,533
Grants to Domestic Orgs---$250,000
Information Technology---$137,499
Other Employee Benefits---$102,536
Conferences and Meetings---$50,871
Office Expenses---$49,104
Occupancy---$40,535
Travel---$37,837
Advertising---$32,958
Insurance---$20,602
Fees for Services Accounting---$12,500
Depreciation Depletion---$1,615
Other Expenses---$704
All Other Expenses---$-312
Total Functional Expenses$0$0$0$2,805,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
Yes
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Profiles Due to Aoa$1,325,034
Due to Aosi$12,000
Deposits - Due to Aoa$1,750
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members. The members of aoia who have the right to elect the members of governing body shall be classified as follows: institutional member: the american osteopathic association (aoa), an illinois not-for-profit corporation, shall be the institutional member, and shall designate at each annual meeting two individuals to serve as directors of the aoia for the three-year terms, and shall not provide any financial support for, nor pay any dues, assessments, or other funds to aoia, and shall have no other vote or voice in the affairs of the association. Additionally, the chief executive officer of the aoa shall be designated as an ex-officio member of the board of directors, with voice and vote. Individual members: an individual member of the association shall be any osteopathic physician who is a member of the aoa or an individual having an interest in the osteopathic profession who have been so designated as an individual member by the aoia board of directors. Individual members attending the annual meeting shall elect two individual members to serve as directors of the association for the following year. Life member: life membership may be granted to any individual member who has been granted life membership or honorary life membership in the american osteopathic association. Such member shall have the privileges and duties of individual members but shall not be required to pay dues or assessments. Student member: student membership may be granted to any individual enrolled as a student in a college of osteopathic medicine recognized by the american osteopathic association's commission on osteopathic college accreditation. Such members shall have the privileges and duties of individual members but shall not be required to pay dues or assessments. Aoa staff and affiliate members: membership may be granted to any staff employed by the aoa or its affiliated or affiliate members of the aoa. Such members shall have the privileges and duties of individuals members but shall not be required to pay dues or assessments.

Form 990, Part VI, Section A, Line 7A

The aoa is the "institutional member" of the aoia and as such is entitled to name up to 7 directors. Up to 2 directors are elected by the membership.

Form 990, Part VI, Section B, Line 11B

The executive director and treasurer review the form 990 and provides the form 990 to the board of directors for review before filing.

Form 990, Part VI, Section B, Line 12C

Before vendors and capital requests are approved, the requesting officer, director, trustee or key employee must disclose any potential conflict of interest. The current policy enforcement is based on regular collection of conflict information from key staff, trustees, and officers. Trustees, officers, key staff are all educated as to what aoa's policy is regarding a conflict of interest and are expected to disclose conflict of interest and not participate in decisions regarding any entity with which they have a conflict, including decisions on doing business with an organization or individual where there is a conflict. There is a whistle-blower policy that protects employees who disclose a violation of conflict of interest policy from good-faith reporting of a suspected breach of conflict policy. Failure to comply with policy is enforced by disciplinary measures, including removal from office and/or termination of employment.

Form 990, Part VI, Section B, Line 15A

American osteopathic information association (aoia) follows the policies of american osteopathic association. The compensation (salaries, bonuses, benefits) for the executive director is set based upon information (including forms 990) from comparable healthcare associations and other employers in the relevant geographic markets in this case, chicago, illinois. Based on this information, the american osteopathic association, (which provides certain management services for the aoia) makes a recommendation to the aoia board of directors, which approves or disapproves the recommendation.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in irc section 6104(d).

Filing and Contact Details

Filer

Filer Name
American Osteopathic Information
EIN
36-4340931
Phone
3122028000
Address
142 EAST ONTARIO STREET, CHICAGO, IL 60611

Signing Officer

Name
Kathleen Creason
Title
Executive Director
Phone
3122028000
Signed
2023-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Creason
Formed
2000
Legal Domicile
Il
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
8

Preparer

Firm
Marcum Llp
Address
1899 L STREET NW 850, WASHINGTON, DC 20036
Preparer
Aaron Mfox
Phone
2028225000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other professional services 1,098,994.

Raw XML AppendixShowing 400 of 487 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02801252
IRS990/LandBldgEquipCostOrOtherBssAmt02909006
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0AOIA HELPS PHYSICIANS ADVANCE PATIENT CARE THROUGH HIT (HEALTHCARE INFORMATION TECHNOLOGY), PRACTICE MANAGEMENT SUPPORT, ADVOCACY, PHYSICIAN PROFILES, AND STRATEGIC PARTNERSHIPS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013311713
IRS990/NetAssetsOrFundBalancesEOYAmt014489039
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013311713
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014489039
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt040535
IRS990/OfficeExpensesGrp/TotalAmt049104
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0102536
IRS990/OtherExpensesGrp/Desc0DC BUILDING
IRS990/OtherExpensesGrp/Desc1CREDIT CARD FEES
IRS990/OtherExpensesGrp/Desc2STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3HONORARIUM
IRS990/OtherExpensesGrp/TotalAmt0114802
IRS990/OtherExpensesGrp/TotalAmt161198
IRS990/OtherExpensesGrp/TotalAmt23566
IRS990/OtherExpensesGrp/TotalAmt3704
IRS990/OtherLiabilitiesGrp/BOYAmt0184200
IRS990/OtherLiabilitiesGrp/EOYAmt01338784
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0DC BUILDING
IRS990/OtherRevenueMiscGrp/Desc1REBATES
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0300000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt113281
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0330567
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt059544
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0287312
IRS990/PrincipalOfficerNm0KATHLEEN CREASON
IRS990/PriorPeriodAdjustmentsAmt0485102
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0PHYSICIAN PROFILES
IRS990/ProgramServiceRevenueGrp/Desc1GENERAL
IRS990/ProgramServiceRevenueGrp/Desc2AFFINITY PROGRAMS
IRS990/ProgramServiceRevenueGrp/Desc3PRACTICE MANAGEMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02947309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1107265
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100774
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt316960
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02947309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1107265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100774
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt316960
IRS990/ProgSrvcAccomActy2Grp/Desc0AOIA PROMOTES ONLINE CONTINUING MEDICAL EDUCATION (CME) FOR THE OSTEOPATHIC PROFESSION.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYOtherExpensesAmt01214997
IRS990/PYOtherRevenueAmt094516
IRS990/PYProgramServiceRevenueAmt03873844
IRS990/PYRevenuesLessExpensesAmt01778145
IRS990/PYSalariesCompEmpBnftPaidAmt01125284
IRS990/PYTotalExpensesAmt02384630
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04162775
IRS990/ReconcilationRevenueExpnssAmt0692224
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06065823
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01952709
IRS990ScheduleD/BuildingsGrp/DepreciationAmt076008
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02028717
IRS990ScheduleD/EquipmentGrp/BookValueAmt08543
IRS990ScheduleD/EquipmentGrp/DepreciationAmt031746
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt040289
IRS990ScheduleD/LandGrp/BookValueAmt0840000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0840000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11325034
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt21750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AOSI
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PROFILES DUE TO AOA
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS - DUE TO AOA
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02801252
IRS990ScheduleD/TotalLiabilityAmt01338784
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1249688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0712087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KEVIN KLAUER DO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KATHLEEN CREASON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0AOA CEO/AOIA DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1249688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0712087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS. THE MEMBERS OF AOIA WHO HAVE THE RIGHT TO ELECT THE MEMBERS OF GOVERNING BODY SHALL BE CLASSIFIED AS FOLLOWS: INSTITUTIONAL MEMBER: THE AMERICAN OSTEOPATHIC ASSOCIATION (AOA), AN ILLINOIS NOT-FOR-PROFIT CORPORATION, SHALL BE THE INSTITUTIONAL MEMBER, AND SHALL DESIGNATE AT EACH ANNUAL MEETING TWO INDIVIDUALS TO SERVE AS DIRECTORS OF THE AOIA FOR THE THREE-YEAR TERMS, AND SHALL NOT PROVIDE ANY FINANCIAL SUPPORT FOR, NOR PAY ANY DUES, ASSESSMENTS, OR OTHER FUNDS TO AOIA, AND SHALL HAVE NO OTHER VOTE OR VOICE IN THE AFFAIRS OF THE ASSOCIATION. ADDITIONALLY, THE CHIEF EXECUTIVE OFFICER OF THE AOA SHALL BE DESIGNATED AS AN EX-OFFICIO MEMBER OF THE BOARD OF DIRECTORS, WITH VOICE AND VOTE. INDIVIDUAL MEMBERS: AN INDIVIDUAL MEMBER OF THE ASSOCIATION SHALL BE ANY OSTEOPATHIC PHYSICIAN WHO IS A MEMBER OF THE AOA OR AN INDIVIDUAL HAVING AN INTEREST IN THE OSTEOPATHIC PROFESSION WHO HAVE BEEN SO DESIGNATED AS AN INDIVIDUAL MEMBER BY THE AOIA BOARD OF DIRECTORS. INDIVIDUAL MEMBERS ATTENDING THE ANNUAL MEETING SHALL ELECT TWO INDIVIDUAL MEMBERS TO SERVE AS DIRECTORS OF THE ASSOCIATION FOR THE FOLLOWING YEAR. LIFE MEMBER: LIFE MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL MEMBER WHO HAS BEEN GRANTED LIFE MEMBERSHIP OR HONORARY LIFE MEMBERSHIP IN THE AMERICAN OSTEOPATHIC ASSOCIATION. SUCH MEMBER SHALL HAVE THE PRIVILEGES AND DUTIES OF INDIVIDUAL MEMBERS BUT SHALL NOT BE REQUIRED TO PAY DUES OR ASSESSMENTS. STUDENT MEMBER: STUDENT MEMBERSHIP MAY BE GRANTED TO ANY INDIVIDUAL ENROLLED AS A STUDENT IN A COLLEGE OF OSTEOPATHIC MEDICINE RECOGNIZED BY THE AMERICAN OSTEOPATHIC ASSOCIATION'S COMMISSION ON OSTEOPATHIC COLLEGE ACCREDITATION. SUCH MEMBERS SHALL HAVE THE PRIVILEGES AND DUTIES OF INDIVIDUAL MEMBERS BUT SHALL NOT BE REQUIRED TO PAY DUES OR ASSESSMENTS. AOA STAFF AND AFFILIATE MEMBERS: MEMBERSHIP MAY BE GRANTED TO ANY STAFF EMPLOYED BY THE AOA OR ITS AFFILIATED OR AFFILIATE MEMBERS OF THE AOA. SUCH MEMBERS SHALL HAVE THE PRIVILEGES AND DUTIES OF INDIVIDUALS MEMBERS BUT SHALL NOT BE REQUIRED TO PAY DUES OR ASSESSMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AOA IS THE "INSTITUTIONAL MEMBER" OF THE AOIA AND AS SUCH IS ENTITLED TO NAME UP TO 7 DIRECTORS. UP TO 2 DIRECTORS ARE ELECTED BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE FORM 990 AND PROVIDES THE FORM 990 TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BEFORE VENDORS AND CAPITAL REQUESTS ARE APPROVED, THE REQUESTING OFFICER, DIRECTOR, TRUSTEE OR KEY EMPLOYEE MUST DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST. THE CURRENT POLICY ENFORCEMENT IS BASED ON REGULAR COLLECTION OF CONFLICT INFORMATION FROM KEY STAFF, TRUSTEES, AND OFFICERS. TRUSTEES, OFFICERS, KEY STAFF ARE ALL EDUCATED AS TO WHAT AOA'S POLICY IS REGARDING A CONFLICT OF INTEREST AND ARE EXPECTED TO DISCLOSE CONFLICT OF INTEREST AND NOT PARTICIPATE IN DECISIONS REGARDING ANY ENTITY WITH WHICH THEY HAVE A CONFLICT, INCLUDING DECISIONS ON DOING BUSINESS WITH AN ORGANIZATION OR INDIVIDUAL WHERE THERE IS A CONFLICT. THERE IS A WHISTLE-BLOWER POLICY THAT PROTECTS EMPLOYEES WHO DISCLOSE A VIOLATION OF CONFLICT OF INTEREST POLICY FROM GOOD-FAITH REPORTING OF A SUSPECTED BREACH OF CONFLICT POLICY. FAILURE TO COMPLY WITH POLICY IS ENFORCED BY DISCIPLINARY MEASURES, INCLUDING REMOVAL FROM OFFICE AND/OR TERMINATION OF EMPLOYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION (AOIA) FOLLOWS THE POLICIES OF AMERICAN OSTEOPATHIC ASSOCIATION. THE COMPENSATION (SALARIES, BONUSES, BENEFITS) FOR THE EXECUTIVE DIRECTOR IS SET BASED UPON INFORMATION (INCLUDING FORMS 990) FROM COMPARABLE HEALTHCARE ASSOCIATIONS AND OTHER EMPLOYERS IN THE RELEVANT GEOGRAPHIC MARKETS IN THIS CASE, CHICAGO, ILLINOIS. BASED ON THIS INFORMATION, THE AMERICAN OSTEOPATHIC ASSOCIATION, (WHICH PROVIDES CERTAIN MANAGEMENT SERVICES FOR THE AOIA) MAKES A RECOMMENDATION TO THE AOIA BOARD OF DIRECTORS, WHICH APPROVES OR DISAPPROVES THE RECOMMENDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN IRC SECTION 6104(D).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OTHER PROFESSIONAL SERVICES 1,098,994.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0300937170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MARKETING AFFINITY PROGRAMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AMERICAN OSTEOPATHIC SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0142 EAST ONTARIO STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd060611
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AMERICAN OSTEOPATHIC ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0364340931
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CERTIFYING BODY AND ACCREDITING AGENCY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0142 EAST ONTARIO STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.4$0.85$17.6$4.90$3.46$1.44
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.72$15.5$5.14$3.47$1.66
2022Detailed filing. Detailed filing data is available for this year.$16.8$2.32$14.5$3.50$2.81$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.77$13.3$4.16$2.38$1.78
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.1$0.89$10.2$4.20$2.87$1.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.89$9.24$3.59$3.05$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.50$0.70$8.80$4.39$3.32$1.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.86$2.25$7.61$4.26$2.22$2.04
2016Detailed filing. Detailed filing data is available for this year.$8.35$2.86$5.48$4.97$2.98$1.99
2015Detailed filing. Detailed filing data is available for this year.$7.96$4.47$3.49$5.70$4.24$1.47
2014Detailed filing. Detailed filing data is available for this year.$6.78$4.76$2.03$6.08$5.46$0.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.58$4.18$1.40$6.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$3.88$2.06$5.93
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.13$2.47$1.65$4.23