2024-04-15T13:24:22-05:00 2023-05-31 111986323 MARCUM LLP 1899 L STREET NW 850 WASHINGTON DC 20036 990 2022-06-01 364340931 AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION AMER 3122028000 142 EAST ONTARIO STREET CHICAGO IL 60611 CHRISTEL BALLOG EXECUTIVE DIRECTOR 3122028000 2024-04-15 1 CHRISTEL BALLOG 999009999 0 AARON MFOX P01365820 2022274000 2024-04-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTEL BALLOG 142 EAST ONTARIO STREET CHICAGO IL 60611 5137870 0 X WWW.AOIASSN.ORG X 2000 IL TO SUPPORT THE OSTEOPATHIC PROFESSION THROUGH ADVOCACY, MEMBER-FOCUSED RESOURCES, STRATEGIC PARTNERSHIPS AND DATA DRIVEN INNOVATION INCLUDING DIGITAL HEALTH INITIATIVES. 9 9 10 9 0 0 0 0 3172308 4408995 12177 325306 313281 403569 3497766 5137870 250000 250000 0 0 893069 1386324 0 0 0 1662473 1838477 2805542 3474801 692224 1663069 16808282 16253442 2319243 719644 14489039 15533798 AOIA HELPS PHYSICIANS ADVANCE PATIENT CARE THROUGH HIT (HEALTHCARE INFORMATION TECHNOLOGY), PRACTICE MANAGEMENT SUPPORT, ADVOCACY, PHYSICIAN PROFILES, AND STRATEGIC PARTNERSHIPS. 0 0 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. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X DENNIS RIZZO 3122028000 142 EAST ONTARIO STREET CHICAGO IL 60611 NORMAN VINN DO CHAIR 1.00 X X 0 0 0 JAMES M LALLY DO VICE CHAIR 1.00 1.00 X X 0 0 0 MARK BAKER DO SECRETARY/CHAIR 1.00 X X 0 0 0 KEVIN KLAUER DO AOA CEO/AOIA DIRECTOR 1.00 40.00 X X 0 837632 43675 RONALD BURNS DO DIRECTOR 1.00 X 0 0 0 JAY FELDSTEIN DO DIRECTOR 1.00 X 0 0 0 SAMEER SOOD DO DIRECTOR 1.00 X 7750 0 0 GEORGE THOMAS DO DIRECTOR 1.00 X 0 0 0 COLE ZANETTI DO DIRECTOR 1.00 X 1425 0 0 KATHLEEN CREASON EXECUTIVE DIRECTOR - UNTIL 12/2022 37.50 X 270494 0 41367 JOANNE CONSTANTINE DIRECTOR OF SALES & MARKET 40.00 X 140820 0 31893 CYNTHIA PENKALA SR DIRECTOR, PRACTICE MGMT 40.00 X 144351 0 26952 JILL LAMMERS DIRECTOR OF OPERATION-UNTIL 01/2023 40.00 X 122542 0 13538 687382 837632 157425 4 0 1 0 0 PHYSICIAN PROFILES 900099 3993554 3993554 GENERAL 900099 259615 259615 AFFINITY PROGRAMS 900099 137050 137050 PRACTICE MANAGEMENT 900099 18776 18776 4408995 325306 325306 DC BUILDING 900099 360000 360000 REBATES 900099 43569 43569 403569 5137870 4408995 0 728875 X 250000 1194154 192170 12500 804213 34810 133176 275000 52586 52193 78821 5755 41620 DC BUILDING 215960 CREDIT CARD FEES 126506 STAFF DEVELOPMENT 4312 HONORARIUM 1354 -329 3474801 7060593 7202274 822479 195830 287312 135405 2909006 137322 2801252 2771684 5836646 5869402 0 78847 16808282 16253442 360958 331172 619501 386722 1338784 1750 2319243 719644 X 14489039 15533798 14489039 15533798 16808282 16253442 1663069 -183609 -434701 0 X 0 0 0 0 1 0 840000 840000 2028717 101436 1927281 40289 35886 4403 2771684 DEPOSITS - DUE TO AOA 1750 1750 0 AMERICAN OSTEOPATHIC ASSOCIATION 142 E ONTARIO CHICAGO IL 60611 362170786 501(C)(3) 250000 0 CREATING AND OPERATING THE AMERICAN OSTEOPATHIC ASSOCIATION PATIENT SAFETY ORGANIZATION. 1 X X 0 0 0 KEVIN KLAUER DO AOA CEO/AOIA DIRECTOR 0 714692 0 122940 0 0 0 21350 0 22325 0 881307 0 0 KATHLEEN CREASON EXECUTIVE DIRECTOR - UNTIL 12/2022 258278 0 12216 0 0 0 18790 0 22577 0 311861 0 0 0 JOANNE CONSTANTINE DIRECTOR OF SALES & MARKET 137320 0 3500 0 0 0 9671 0 22222 0 172713 0 0 0 CYNTHIA PENKALA SR DIRECTOR, PRACTICE MGMT 140351 0 4000 0 0 0 9646 0 17306 0 171303 0 0 0 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). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES 804,213. AMERICAN OSTEOPATHIC ASSOCIATION 142 EAST ONTARIO STREET CHICAGO IL 60611 364340931 CERTIFYING BODY AND ACCREDITING AGENCY IL 501(C)(3) LINE 10 0 AMERICAN OSTEOPATHIC SERVICES INC 142 EAST ONTARIO STREET CHICAGO IL 60611 300937170 MARKETING AFFINITY PROGRAMS IL AMERICAN OSTEOPATHIC ASSOCIATION C 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 0