2025-04-15T17:54:33-05:00 2024-05-31 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2023-06-01 364340931 AMERICAN OSTEOPATHIC INFORMATION ASSOCIATION AMER 3122028000 142 EAST ONTARIO STREET CHICAGO IL 60611 CHRISTEL BALLOG EXECUTIVE DIRECTOR 3122028000 2025-04-14 1 1 AARON MFOX P01365820 2022274000 2023 2025-03-06 01:10:19Z CHRISTEL BALLOG 142 EAST ONTARIO STREET CHICAGO IL 60611 5159524 0 X WWW.AOIASSN.ORG X 1999 IL TO SUPPORT THE OSTEOPATHIC PROFESSION THROUGH ADVOCACY, MEMBER-FOCUSED RESOURCES, STRATEGIC PARTNERSHIPS AND DATA DRIVEN INNOVATION INCLUDING DIGITAL HEALTH INITIATIVES. 9 8 10 30 0 0 0 0 4408995 4230389 325306 421436 403569 245409 5137870 4897234 250000 225000 0 0 1386324 1375687 0 0 0 1838477 1857945 3474801 3458632 1663069 1438602 16253442 18447525 719644 848639 15533798 17598886 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 0 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 0 0 1 4 0 1 10 1 0 0 0 0 0 0 0 0 X 9 8 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 KATHLEEN S CREASON AOA CEO 1.00 40.00 X X 0 485040 41138 JOANNE CONSTANTINE DIRECTOR OF SALES & MARKETING 40.00 X 149022 0 10715 CYNTHIA PENKALA SR DIRECTOR, PRACTICE MGMT/EDUCATION 40.00 X 148858 0 10553 CHRISTEL BALLOG EXECUTIVE DIRECTOR - AS OF 11/23 40.00 X 32044 0 0 COLE ZANETTI DO DIRECTOR 1.00 X 3225 0 0 JOSEPH GIAIMO DO DIRECTOR 1.00 3.00 X 0 3150 0 SAMEER SOOD DO DIRECTOR 1.00 X 2350 0 0 NORMAN VINN DO CHAIR 1.00 X X 0 0 0 JAMES M LALLY DO VICE CHAIR 1.00 3.00 X X 0 0 0 MARK BAKER DO SECRETARY/TREASURER 1.00 X X 0 0 0 RONALD BURNS DO DIRECTOR - UNTIL 07/23 1.00 2.00 X 0 0 0 JAY FELDSTEIN DO DIRECTOR 1.00 X 0 0 0 GEORGE THOMAS DO DIRECTOR 1.00 X 0 0 0 335499 488190 62406 3 0 1 0 0 PHYSICIAN PROFILES 900099 3933500 3933500 MEMBERSHIP DUES 900099 226936 226936 PRACTICE MANAGEMENT 900099 43111 43111 MEMBER VALUE PROGRAMS 900099 26842 26842 4230389 421436 421436 372600 262290 110310 110310 110310 CAREER CENTER 900099 135099 135099 135099 4897234 4230389 0 666845 225000 182619 1016025 177043 700 16307 191772 28633 115433 309851 779494 56548 100482 48888 4403 35909 CREDIT CARD FEES 154561 STAFF DEVELOPMENT 11864 HONORARIUM 3100 3458632 7202274 3083388 0 4853872 195830 78617 135405 28783 2992180 192305 2771684 2799875 5869402 7561256 78847 41734 16253442 18447525 331172 307215 386722 541424 1750 0 719644 848639 X 15533798 17598886 15533798 17598886 16253442 18447525 1438602 728991 -102505 0 X 0 0 0 0 1 0 840000 840000 2111891 152016 1959875 40289 40289 0 2799875 0 AMERICAN OSTEOPATHIC ASSOCIATION 142 EAST ONTARIO STREET CHICAGO IL 60611 362170786 501(C)(3) 200000 0 AOIA SOMA FONTEVA TRANSITION AMERICAN OSTEOPATHIC FOUNDATION 142 EAST ONTARIO STREET CHICAGO IL 60611 366056120 501(C)(3) 25000 0 SUPPORT OF AOF EVENT 2 0 X X 0 0 0 KATHLEEN S CREASON AOA CEO 0 461040 0 24000 0 0 0 23100 0 18038 0 526178 0 0 JOANNE CONSTANTINE DIRECTOR OF SALES & MARKETING 141272 0 7750 0 0 0 10715 0 0 0 159737 0 0 0 CYNTHIA PENKALA SR DIRECTOR, PRACTICE MGMT/EDUCATION 141358 0 7500 0 0 0 10553 0 0 0 159411 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). AMERICAN OSTEOPATHIC ASSOCIATION 142 EAST ONTARIO STREET CHICAGO IL 60611 364340931 CERTIFYING BODY AND ACCREDITING AGENCY IL 501(C)(3) LINE 10 N/A 0 AT STILL OSTEOPATHIC FOUNDATION AND RESEARCH INSTITUTE 142 EAST ONTARIO STREET CHICAGO IL 60611 366056030 TO SUPPORT RESEARCH FOR THE ADVANCEMENT OF THE OSTEOPATHIC PROFESSION IL 501(C)(3) LINE 12A, I AMERICAN OSTEOPATHIC ASSOCIATION 0 AMERICAN OSTEOPATHIC FOUNDATION 142 EAST ONTARIO STREET CHICAGO IL 60611 366056120 SUPPORTING THE ADVANCEMENT OF THE OSTEOPATHIC PROFESSION IL 501(C)(3) LINE 7 N/A 0 AMERICAN OSTEOPATHIC SERVICES INC 142 EAST ONTARIO STREET CHICAGO IL 60611 300937170 MARKETING AFFINITY PROGRAMS IL AMERICAN OSTEOPATHIC ASSOCIATION C 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST NY AMERICAN OSTEOPATHIC ASSOCIATION 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 AMERICAN OSTEOPATHIC ASSOCIATION B 200000 AMERICAN OSTEOPATHIC ASSOCIATION P 400000