Civic Intelligence

At Still Osteopathic Foundation and Research Institute

990 • Fiscal year 2020 • EIN 36-6056030

Jun 01, 2019 to May 31, 2020 • Filed on Apr 06, 2021

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

28th percentile

0.04x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.83x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$399,692

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 106.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

29th percentile

0.1%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$8,541,035

Up $5,290 (+0.1%) from 2019

Net Assets

Up

$8,229,582

Up $244,716 (+3.1%) from 2019

Liabilities

Down

$311,453

Down $239,426 (-43%) from 2019

Revenue

Up

$377,226

Up $47,057 (+14%) from 2019

Expenses

Down

$327,241

Down $20,425 (-5.9%) from 2019

Net Income

Up

$49,985

Up $67,482 (+386%) from 2019

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $6,728,018Liabilities 2010: $129,234Net Assets 2010: $6,598,7842010Assets 2011: $7,641,851Liabilities 2011: $177,933Net Assets 2011: $7,463,9182011Assets 2012: $7,171,045Liabilities 2012: $101,401Net Assets 2012: $7,069,6442012Assets 2013: $7,795,010Liabilities 2013: $99,095Net Assets 2013: $7,695,9152013Assets 2014: $8,269,406Liabilities 2014: $9,700Net Assets 2014: $8,259,7062014Assets 2015: $8,421,445Liabilities 2015: $9,840Net Assets 2015: $8,411,6052015Assets 2016: $7,951,744Liabilities 2016: $256,400Net Assets 2016: $7,695,3442016Assets 2017: $8,552,574Liabilities 2017: $488,547Net Assets 2017: $8,064,0272017Assets 2018: $8,800,514Liabilities 2018: $602,003Net Assets 2018: $8,198,5112018Assets 2019: $8,535,745Liabilities 2019: $550,879Net Assets 2019: $7,984,8662019Assets 2020: $8,541,035Liabilities 2020: $311,453Net Assets 2020: $8,229,5822020Assets 2021: $9,764,396Liabilities 2021: $191,251Net Assets 2021: $9,573,1452021Assets 2022: $8,985,969Liabilities 2022: $194,495Net Assets 2022: $8,791,4742022Assets 2023: $8,712,679Liabilities 2023: $33,074Net Assets 2023: $8,679,6052023Assets 2024: $9,762,145Liabilities 2024: $55,457Net Assets 2024: $9,706,6882024

Highlighted filing

2020

Assets$8,541,035
Liabilities$311,453
Net Assets$8,229,582

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $197,9592010Expenses 2011: $213,9482011Expenses 2012: $217,9212012Expenses 2013: $297,3902013Revenue 2014: $186,253Expenses 2014: $183,890Net Income 2014: $2,3632014Revenue 2015: $394,513Expenses 2015: $148,645Net Income 2015: $245,8682015Revenue 2016: $273,864Expenses 2016: $276,252Net Income 2016: -$2,3882016Revenue 2017: $364,480Expenses 2017: $375,362Net Income 2017: -$10,8822017Revenue 2018: $360,622Expenses 2018: $367,978Net Income 2018: -$7,3562018Revenue 2019: $330,169Expenses 2019: $347,666Net Income 2019: -$17,4972019Revenue 2020: $377,226Expenses 2020: $327,241Net Income 2020: $49,9852020Revenue 2021: $344,101Expenses 2021: $327,404Net Income 2021: $16,6972021Revenue 2022: $396,169Expenses 2022: $327,819Net Income 2022: $68,3502022Revenue 2023: $504,605Expenses 2023: $116,370Net Income 2023: $388,2352023Revenue 2024: $387,254Expenses 2024: $331,710Net Income 2024: $55,5442024

Highlighted filing

2020

Revenue$377,226
Expenses$327,241
Net Income$49,985
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Apr 6, 2021
Return Version
2019v5.2
Gross Receipts
$377,226
Mission and Program Overview

Mission

The a.t. Still osteopathic foundation is organized to support research to advance science and practice of osteopathy by perfecting the sciences and improving the arts pertaining to the causes, nature, prevention, and cure of disease; to prevent and protect the health of individuals and the public; to foster and encourage education in the science and practice of osteopathy; and to promote the interestes and welfare of the osteopathic profession.

The A.T. Still Osteopathic Foundation is organized to support research to advance science and practice of osteopathy by perfecting the sciences and improving the arts pertaining to the causes, nature, prevention, and cure of disease; to prevent and protect the health of individuals and the public; to foster and encourage education in the science and practice of osteopathy; and to promote the interests and welfare of the osteopathic profession.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$659,460$562,042▼ $97,418
Cash and Non-Interest-Bearing Accounts$152,304$60,281▼ $92,023
Total Assets$8,535,745$8,541,035▲ $5,290
Other Assets Total$7,723,981$7,918,712▲ $194,731
Liabilities
Grants Payable$540,975$301,153▼ $239,822
Accounts Payable and Accrued Expenses$9,904$10,300▲ $396
Total Liabilities$550,879$311,453▼ $239,426
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,723,981$7,918,712▲ $194,731
Net Assets Without Donor Restrictions$260,885$310,870▲ $49,985
Total Net Assets Fund Balance$7,984,866$8,229,582▲ $244,716
Total Liabilities and Net Assets / Fund Balance$8,535,745$8,541,035▲ $5,290

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,918,712--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Thomas L Ely DODirector$105,525$105,525
Bruce A Wolf DODirector$6,150$6,150
Teresa A Hubka DODirector$6,150$6,150
Ira P Monka DODirector$4,650$4,650
Mark A Baker DODirector$4,650$4,650
Ernst R Gelb DODirector$4,500$4,500
Boyd Buser DODirector until July 2019$4,000$4,000
Richard R Thacker DODirector$3,600$3,600
Michael Ogle DODirector until July 2019$2,700$2,700
Mark Cantieri DODirector until July 2019$2,400$2,400
Robert G Piccinni DODirector$2,100$2,100
James M Lally DODirector$1,650$1,650

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$354,891
Program Service Revenue
$0
Investment Income
$3,466
Other Revenue
$18,869
All Other Contributions
$354,891
Change in Net Assets
$49,985

Audited Revenue Reconciliation

Revenue per Audited Statements
$377,226
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$194,731
Total Revenue per Audited Statements
$571,957
Total Revenue per Form 990
$377,226
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,000
Other Expenses$27,241
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,000--$300,000
Other Expenses-$16,895-$16,895
Fees for Services Accounting-$10,346-$10,346
Total Functional Expenses$300,000$27,241$0$327,241

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$327,241
Total Expenses per Audited Statements$327,241
Total Expenses per Form 990$327,241
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
American Osteopathic AssociationChicago, IL501(c)(3)Research$300,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

American Osteopathic Association handles management of A.T. Still Osteopathic Foundation and Research Institute. The Foundation reimburses AOA for costs related to these management services. Such expenses amounted to $16,000 for 2020.

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

The AOA Finance Committee, as approved by the AOA Board of Trustees, serves as the governing body of the AT Still Foundation and Research Institute.

Form 990, Part VI, Section A, line 8B

The Foundation does not have any committees authorized to act on behalf of the governing body.

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

The CFO reviews Form 990 and presents to the Board for review and approval before filing.

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

A.T. Still Osteopathic Foundation and Research Institute follows the policies of American Osteopathic Association, who is the governing body. 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 15

A.T. Still Osteopathic Foundation and Research Institute follows the policies of American Osteopathic Association, who is the governing body. The compensation (salary, bonus, benefits) for the Chief Executive Officer is 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 is reviewed each year by vote of the disinterested members of the Committee on Administrative Personnel. Compensation for the President was initially set by the Committee on Administrative Personnel after evaluating data received from the compensation for Board President (and President-elect) of similar national professional organizations where the President fulfills similar responsibilities in representing the organization. It has been adjusted each year by a cost of living adjustment set based on the consumer price index.

Form 990, Part VI, Section C, line 19

Financial statements are made available to the public upon request.

Form 990, Part VI, Section B, Line 13

A.T. Still Osteopathic Foundation and Research Institute follows the written whistleblower policy of American Osteopathic Association, who is the governing body.

Form 990, Part VI, Section B, Line 14

A.T. Still Osteopathic Foundation and Research Institute follows the written document retention and destruction policy of American Osteopathic Association, who is the governing body.

Form 990, Part VII, Section A, Column (E):

Compensated Individuals listed on Part VII of the Form 990 receive compensation through their employment of American Osteopathic Association, a related entity. A.T. Still Osteopathic Foundation and Research Institute does not compensate any individuals listed on Part VII of the Form 990.

Filing and Contact Details

Filer

Filer Name
AT Still Osteopathic
EIN
36-6056030
Phone
3122028000
Address
142 East Ontario Street, Chicago, IL 60611

Signing Officer

Name
Kevin M Klauer DO EJD
Title
CEO
Phone
3122028000
Signed
2021-04-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Mayo DO
Formed
1913
Legal Domicile
Il
Voting Board Members
11
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
1 S Wacker Drive Ste 800, Chicago, IL 60606
Preparer
Rebekuh Eley
Phone
3126343400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Increase in Beneficial Interest in Charitable Trust 194,731.

Financial Statement Notes

Part X, Line 2:

The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income. As of May 31, 2020 and 2019, there were no unrecognized tax positions identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois.

Part XI, Line 2D - Other Adjustments:

Increase in Beneficial Interest in Charitable Trust 194,731.

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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/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt84650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt94650
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt104500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt114000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt123600
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt132700
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt142400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt152100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt161650
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CFO/Controller
IRS990/Form990PartVIISectionAGrp/TitleTxt2Former CEO/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director until July 2019
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director until July 2019
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director until July 2019
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01913
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0300000
IRS990/GrantsPayableGrp/BOYAmt0540975
IRS990/GrantsPayableGrp/EOYAmt0301153
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0377226
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03466
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03466
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The A.T. Still Osteopathic Foundation is organized to support research to advance science and practice of osteopathy by perfecting the sciences and improving the arts pertaining to the causes, nature, prevention, and cure of disease; to prevent and protect the health of individuals and the public; to foster and encourage education in the science and practice of osteopathy; and to promote the interests and welfare of the osteopathic profession.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07984866
IRS990/NetAssetsOrFundBalancesEOYAmt08229582
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0260885
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0310870
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07723981
IRS990/OtherAssetsTotalGrp/EOYAmt07918712
IRS990/OtherChangesInNetAssetsAmt0194731
IRS990/OtherExpensesGrp/Desc0Administration Expenses
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016895
IRS990/OtherExpensesGrp/TotalAmt016895
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Returned Grants
IRS990/OtherRevenueMiscGrp/ExclusionAmt010854
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010854
IRS990/OtherRevenueTotalAmt010854
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0William Mayo DO
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0318330
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0320219
IRS990/PYInvestmentIncomeAmt08180
IRS990/PYOtherExpensesAmt027447
IRS990/PYOtherRevenueAmt03659
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-17497
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0347666
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0330169
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049985
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt08015
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt08015
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0659460
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0562042
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Monetary support to supported organizations designated by charitable class or purpose is reported in detail on Schedule I. See Schedule A narratives for additional details.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Foundation is a supporting organization of American Osteopathic Association (the Association). The Foundation operates exclusively to promote the public health, encourage scientific research, and to maintain and improve high standards of osteopathic medical education by supporting and carrying out the broad charitable, educational, or religious purposes or functons of the Association.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 12g
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section A, Line 1:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362170786
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0300000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0American Osteopathic Association
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0300000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0327241
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt07918712
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Benefical interest in charitable trust
IRS990ScheduleD/OtherRevenueAmt0194731
IRS990ScheduleD/RevenueNotReportedAmt0194731
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0377226
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Foundation and various positions related to the potential sources of unrelated business taxable income. As of May 31, 2020 and 2019, there were no unrecognized tax positions identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Increase in Beneficial Interest in Charitable Trust 194,731.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07918712
IRS990ScheduleD/TotalExpensesPerForm990Amt0327241
IRS990ScheduleD/TotalRevenuePerForm990Amt0377226
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0571957
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0327241
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0300000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Research
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0American Osteopathic Association
IRS990ScheduleI/RecipientTable/RecipientEIN0362170786
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0142 East Ontario
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Chicago
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060611
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Specific proposed budgets must be submitted before a grant is issued. Any changes to agreed upon budgets must be made via formal written request and approved by the Foundation. Grant recipients provide updates 90 days after receipt of grants, and these reports are reviewed by the manager of the AOA Department of Research and Development.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt113559
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.76$0.06$9.71$0.39$0.33$0.06
2023Detailed filing. Detailed filing data is available for this year.$8.71$0.03$8.68$0.50$0.12$0.39
2022Detailed filing. Detailed filing data is available for this year.$8.99$0.19$8.79$0.40$0.33$0.07
2021Detailed filing. Detailed filing data is available for this year.$9.76$0.19$9.57$0.34$0.33$0.02
2020Detailed filing. Detailed filing data is available for this year.$8.54$0.31$8.23$0.38$0.33$0.05
2019Detailed filing. Detailed filing data is available for this year.$8.54$0.55$7.98$0.33$0.35$0.02
2018Detailed filing. Detailed filing data is available for this year.$8.80$0.60$8.20$0.36$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.55$0.49$8.06$0.36$0.38$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.95$0.26$7.70$0.27$0.28$0.00
2015Detailed filing. Detailed filing data is available for this year.$8.42$0.01$8.41$0.39$0.15$0.25
2014Detailed filing. Detailed filing data is available for this year.$8.27$0.01$8.26$0.19$0.18$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.80$0.10$7.70$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.17$0.10$7.07$0.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.64$0.18$7.46$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.13$6.60$0.20