2026-09-04T16:37:48-05:00 2025-11-30 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2024-12-01 530190441 AMERICAN ORTHOTIC AND PROSTHETIC ASSOCIATION AMER 5714310876 330 JOHN CARYLE STREET 200 ALEXANDRIA VA 22314 TERI KUFFEL EXECUTIVE DIRECTOR 5714310876 2026-09-03 1 1 JULIA L LAFFERTY P02288149 3019860600 2026-09-03 2024 TERI KUFFEL 330 JOHN CARYLE STREET 200 ALEXANDRIA VA 22314 6999386 0 X WWW.AOPANET.ORG X 1937 DE A TRUSTED PARTNER, ADVOCATING FOR AND SERVING THE ORTHOTIC AND PROSTHETIC COMMUNITY. 13 13 14 13 265774 0 1863096 100500 2552155 4342848 796745 871820 215713 219888 5427709 5535056 53520 498691 0 0 1951793 1780741 0 0 0 3023278 2563706 5028591 4843138 399118 691918 10994092 11819902 2167032 2367526 8827060 9452376 X A TRUSTED PARTNER, ADVOCATING FOR AND SERVING THE ORTHOTIC AND PROSTHETIC COMMUNITY BY:- FOSTERING RELATIONSHIPS WITH DECISION MAKERS TO ENSURE EQUITABLE ACCESS.- PROVIDING EDUCATION THAT PROMOTES PROFESSIONAL EXCELLENCE.- SUPPORTING RESEARCH THAT INFORMS INNOVATIVE CARE.- ADVANCING EQUALITY TO STRENGTHEN THE ORTHOTIC AND PROSTHETIC PROFESSION AND IMPROVE THE LIVES OF PATIENTS. 0 0 ADVOCACY:AOPA IMPROVES PATIENT ACCESS TO QUALITY ORTHOTIC AND PROSTHETIC CARE THROUGH SOUND, EFFECTIVE ADVOCACY, AND PUBLIC POLICY INITIATIVES. RESEARCH:AOPA FACILITATES THE EXPANSION AND DEVELOPMENT OF RESEARCH AND QUALITY IMPROVEMENT INITIATIVES THAT SUPPORT THE ADVANCEMENT OF CARE AND INNOVATION IN THE FIELD OF ORTHOTICS AND PROSTHETICS. EDUCATION:INFORM, GUIDE, AND GROW MEMBER KNOWLEDGE ABOUT MATTERS IMPACTING THE ORTHOTIC AND PROSTHETIC PROFESSION. EDUCATION PROGRAMMING INCLUDES A 6-ISSUE PER YEAR NEWSMAGAZINE; AN ANNUAL TRADE SHOW OF OVER 1800 ATTENDEES; WEEKLY NEWSLETTERS; ONLINE EDUCATION; AND SMALLER, TOPIC-FOCUSED CONFERENCES AND TRAINING SESSIONS AIMED AT IMPROVING MEMBER KNOWLEDGE AND ADVANCING THE PROFESSION. 0 1 0 1 0 0 0 0 1 1 0 0 1 1 1 0 1 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 23 0 1 14 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 1 1 0 0 VA X AOPA 5714310876 330 JOHN CARYLE STREET 200 ALEXANDRIA VA 22314 RICK RILEY PRESIDENT 6.00 X X 0 0 0 MITCHELL DOBSON IMMEDIATE PAST PRESIDENT 6.00 X X 0 0 0 KIMBERLY HANSON PRESIDENT ELECT 4.00 X X 0 0 0 MATT SWIGGUM VICE PRESIDENT 3.00 X X 0 0 0 CHRIS NOLAN TREASURER 3.00 X X 0 0 0 JEFF ERENSTONE DIRECTOR 1.00 X 0 0 0 DEANNA FISH DIRECTOR 1.00 X 0 0 0 ARLENE GILLIS DIRECTOR 1.00 X 0 0 0 ADRIENNE HILL DIRECTOR 1.00 X 0 0 0 SHANE KELLY DIRECTOR 1.00 X 0 0 0 JAMES KINGSLEY DIRECTOR 1.00 X 0 0 0 ANDREW STEELE DIRECTOR 1.00 X 0 0 0 SHANE WURDEMAN DIRECTOR 1.00 X 0 0 0 EVE LEE EXECUTIVE DIRECTOR (UNTIL 1/22/25) 50.00 X 340879 0 49106 BARBARA KLAPP DIR COMMUNICATIONS & MEMBERSHIP 37.50 X 168569 0 18862 JOE MCTERNAN DIR POLICY & REGULATORY AFFAIRS 37.50 X 178591 0 35682 AKILAH WILLIAMS DIR FINANCE & STRATEGIC OPERATIONS 37.50 X 132666 0 17559 KELLY O'NEILL ASST DIR, MEETINGS & EXHIBITIONS 37.50 X 100412 0 20072 921117 0 141281 5 0 1 0 AVALERE HEALTH 1201 NEW YORK AVE NW STE 1000 WASHINGTON DC 20005 MAB RESEARCH AND QUALITY 170000 SOUND PRODUCTION & LIGHTING LLC 8111 SAINT LOUIS AVE STE 2F SKOKIE IL 60076 A/V FOR NATIONAL ASSEMBLY 164942 CONTENT COMMUNICATORS PO BOX 938 PURCELLVILLE VA 20134 EDITORIAL MANAGEMENT OF O&P ALMANAC 130876 MATTHEWS CATER AND BOYCE 12500 FAIR LAKES CIR STE 260 FAIRFAX VA 22033 ACCOUNTING 122953 SUMMIT BUSINESS TECHNOLOGIES 8223 CLOVERLEAF DR STE 100 MILLERSVILLE MD 21108 SUPPORT-MANAGED SERVICES AND SUPPORT DES 107352 5 100500 100500 CONFERENCES 900099 2294727 2288860 5867 MEMBERSHIP DUES 900099 1759988 1759988 PUBLICATIONS 541800 288133 28226 259907 4342848 296348 296348 123418 123418 2039802 1464330 575472 575472 575472 MISCELLANEOUS 900099 96470 96470 96470 5535056 4173544 265774 995238 498691 211679 1220467 45930 196672 105993 8815 179294 322825 62246 313426 239241 160070 156538 803331 76524 46398 DUES 82951 DESIGN 61479 SUBSCRIPTIONS & PUBLICA 43814 PAYROLL FEES 4974 1780 4843138 646371 1292105 85336 40079 146420 182710 976466 521294 281262 455172 8697748 8887751 1136955 962085 10994092 11819902 131240 121142 854939 1186949 1180853 1059435 2167032 2367526 X 8572179 9202301 254881 250075 8827060 9452376 10994092 11819902 691918 -66602 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 1759988 105508 -2314578 -2209070 404797 -2613867 135689 50000 5971 3452 188208 135323 4443 4077 135689 79918 50082 5323 135323 84524 4606 79918 906849 822325 84524 0.00000 1.00000 0.00000 0 0 82821 28065 54756 554575 460130 94445 339070 33099 305971 455172 OPERATING RIGHT-OF-USE ASSET 957006 DUE FROM AFFILIATE ORGANIZATIONS 5079 962085 OPERATING LEASE LIABILITY 1059435 1059435 X PART V, LINE 4: THE ASSOCIATION'S ENDOWMENTS CONSIST OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. IN 2010, THE ASSOCIATION RECIEVED A CONTRIBUTION IN THE AMOUNT OF $30,000 TO FUND THE HAMONTREE EDUCATION AWARD. THE PURPOSE OF THE HAMONTREE EDUCATION AWARD IS TO PROMOTE BUSINESS EDUCATION TO THE ORTHOTICS, PROSTHETICS, AND PEDORTHICS FIELD. IN 2011, THE ASSOCIATION RECEIVED TWO CONTRIBUTIONS FOR THE AMOUNT OF $30,000 EACH TO FUND THE OTTO AND LUCILLE BECKER AND THE EDWARD AND KATHERINE ARBOGAST AWARDS. THE PURPOSE OF THE OTTO AND LUCILLE BECKER AWARD AND THE EDWARD AND KATHERINE ARBOGAST AWARD IS TO RECOGNIZE RESEARCH FROM CURRENT ORTHOTICS AND PROSTHETIC STUDENTS AND RESIDENTS. IN JUNE 2023, THE ASSOCIATION RECEIVED A CONTRIBUTION FOR THE AMOUNT OF $40,000 TO FUND THE NADER AWARD. IN APRIL 2025, THE ASSOCIATION RECEIVED A CONTRIBUTION IN THE AMOUNT OF $50,000 TO ESTABLISH THE DR. JAMES H. CAMPBELL AWARD. THE PURPOSE OF THE NADER AWARD AND THE DR. JAMES H. CAMPBELL AWARD IS TO FUND THE AWARD AND RELATED TRAVEL EXPENSES FOR AWARDEES IN FUTURE YEARS. PART X, LINE 2: THE ASSOCIATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ASSOCIATION DOES NOT BELIEVE ITS CONSOLIDATED FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. 1 O & P FOUNDATION 1400 GRAHAM DR STE B 179 TOMBALL TX 77375 510642386 501(C)(3) 458516 0 DONATION TO SUPPORT FUNCTIONS AND PURPOSES CONSISTENT WITH THE O&P FOUNDATION'S MISSION THE AMPUTEE COALITION 25 MASSACHUSETTS AVE NW STE 650 WASHINGTON DC 20001 521701146 501(C)(3) 30000 0 DONATION TO SUPPORT FUNCTIONS AND PURPOSES CONSISTENT WITH THE AMPUTEE COALITION'S MISSION 1 PART I, LINE 2: THE DELIVERABLE AND REPORTING REQUIREMENTS ARE OUTLINED IN EACH AWARD LETTER OR GRANT AGREEMENT. X X X X X 0 0 0 EVE LEE EXECUTIVE DIRECTOR (UNTIL 1/22/25) 330379 0 10500 0 0 0 14933 0 34173 0 389985 0 0 0 JOE MCTERNAN DIR POLICY & REGULATORY AFFAIRS 171854 0 6737 0 0 0 9756 0 25926 0 214273 0 0 0 BARBARA KLAPP DIR COMMUNICATIONS & MEMBERSHIP 168569 0 0 0 0 0 9266 0 9596 0 187431 0 0 0 AKILAH WILLIAMS DIR FINANCE & STRATEGIC OPERATIONS 132666 0 0 0 0 0 7272 0 10287 0 150225 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ELIGIBILITY FOR ASSOCIATION MEMBERSHIP INCLUDES FIRMS, CORPORATIONS, INSTITUTIONS OR OTHER ORGANIZATIONS SUBSTANTIALLY ENGAGED IN PROVIDING ORTHOTIC AND/OR PROSTHETIC CARE TO PATIENTS; FIRMS, CORPORATIONS, INSTITUTIONS OR OTHER ORGANIZATIONS WHOSE PRINCIPAL ENDEAVOR IN THE ORTHOTIC FIELD IS THE PERFORMANCE OF RESEARCH OR PROVIDING FORMAL EDUCATION; AND FIRMS WHOSE BUSINESS IS THE MANUFACTURER AND/OR SALE OF MATERIALS, COMPONENTS, TOOLS OR EQUIPMENT USED IN FABRICATING ORTHOSES AND/OR PROSTHESES OR PROVIDING SERVICES RELATED TO O&P PATIENT CARE FACILITIES. FORM 990, PART VI, SECTION A, LINE 7A UNLESS THE BOARD OF DIRECTORS SHALL OTHERWISE PROVIDE, THE ELECTION OF DIRECTORS AND OFFICERS SHALL TAKE PLACE IN ADVANCE OF THE ANNUAL BUSINESS MEETING EXCLUSIVELY BY ELECTRONIC BALLOT, ELECTRONIC MAIL OR ANY OTHER MEANS OF ELECTRONIC TRANSMISSION APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED AND COMMENTED BY ALL MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS DETERMINED BY USING SUCH COMPARABILITY INFORMATION AS SALARY SURVEYS, THE FORMS 990 OF OTHER ORGANIZATIONS, AND THE INPUT OF AN INDEPENDENT COMPENSATION CONSULTANT. THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE AOPA POLITICAL ACTION COMMITTEE 300 JOHN CARLYLE STREET 200 ALEXANDRIA VA 22314 521168090 POLITICAL ACTION COMMITTEE DE 527(F)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0