TY 2023 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) GRETCHEN GOLTZ DO...................................................................... DIRECTOR	1.00 .................	X
(2) JASPER GILL DO...................................................................... DIRECTOR	1.00 .................	X
(3) NATHAN FITTON DO...................................................................... DIRECTOR	1.00 .................	X
(4) RYAN SMITH DO...................................................................... DIRECTOR	1.00 .................	X
(5) VICTORIA TORGLER DO...................................................................... DIRECTOR	1.00 .................	X
(6) WILLIAM BARKER DO...................................................................... DIRECTOR	1.00 .................	X
(7) TREVOR EVANS...................................................................... RESIDENT ALT	1.00 .................	X
(8) LEE PAUL BEGROW DO FAAFP...................................................................... DIRECTOR	1.00 .................	X
(9) KIM PFOTENHAUER DO FACOFP...................................................................... DIRECTOR	1.00 .................	X
(10) KELLY ARENZ DO FASAM...................................................................... DIRECTOR	1.00 .................	X
(11) FAITH PALMER...................................................................... RESIDENT ALT	1.00 .................	X
(12) REBEKAH WEEKS...................................................................... STUDENT DIRE	1.00 .................	X
(13) MORGAN COX...................................................................... EXECUTIVE DI	1.00 .................		X
(14) JOEL D BATES DO...................................................................... PAST PRESIDE	1.00 .................		X
(15) LINA RAYES YOUSIF DO...................................................................... PRESIDENT	1.00 .................		X
(16) ROBERT CAMARA DO...................................................................... SECRETARY/TR	1.00 .................		X
(17) JODI FLANDERS DO FACOFP...................................................................... PRESIDENT EL	1.00 .................		X

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(1) GRETCHEN GOLTZ DO......................................................................
DIRECTOR

1.00
.................

(2) JASPER GILL DO......................................................................
DIRECTOR

1.00
.................

(3) NATHAN FITTON DO......................................................................
DIRECTOR

1.00
.................

(4) RYAN SMITH DO......................................................................
DIRECTOR

1.00
.................

(5) VICTORIA TORGLER DO......................................................................
DIRECTOR

1.00
.................

(6) WILLIAM BARKER DO......................................................................
DIRECTOR

1.00
.................

(7) TREVOR EVANS......................................................................
RESIDENT ALT

1.00
.................

(8) LEE PAUL BEGROW DO FAAFP......................................................................
DIRECTOR

1.00
.................

(9) KIM PFOTENHAUER DO FACOFP......................................................................
DIRECTOR

1.00
.................

(10) KELLY ARENZ DO FASAM......................................................................
DIRECTOR

1.00
.................

(11) FAITH PALMER......................................................................
RESIDENT ALT

1.00
.................

(12) REBEKAH WEEKS......................................................................
STUDENT DIRE

1.00
.................

(13) MORGAN COX......................................................................
EXECUTIVE DI

1.00
.................

(14) JOEL D BATES DO......................................................................
PAST PRESIDE

1.00
.................

(15) LINA RAYES YOUSIF DO......................................................................
PRESIDENT

1.00
.................

(16) ROBERT CAMARA DO......................................................................
SECRETARY/TR

1.00
.................

(17) JODI FLANDERS DO FACOFP......................................................................
PRESIDENT EL

1.00
.................

(A)
Name and title

(B)
Average hours per week (list any hours for related organizations below dotted line)

(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)

(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)

(F)
Estimated amount of other compensation from the organization and related organizations

(18) TOBI LYON........................................................................
OFFICER

1.00
.......................

(A)
Name and business address

(B)
Description of services

Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

MICHIGAN ASSOCIATION OF OSTEOPATHIC
FAMILY PHYSICIANS INC

Employer identification number

38-2120428

Return Reference	Explanation
FORM 990, PAGE 2, PART III, LINE 4D	CONFERENCES ARE HELD IN THE STATE OF MICHIGAN TO ADVANCE AND SHARE KNOWLEDGE IN THE FIELD OF OSTEOPATHIC MEDICINE TO THE MEMBERSHIP AND THE PUBLIC.
FORM 990, PAGE 6, PART VI, LINE 3	THE ORGANIZATION DELEGATES CONTROL OVER MANAGEMENT DUTIES TO A MANAGEMENT COMPANY CALLED NGAGE ASSOCIATION MANAGEMENT.
FORM 990, PAGE 6, PART VI, LINE 6	MEMBERSHIP CONSISTS OF THOSE ACTIVELY INVOLVED OR INTERESTED IN THE FIELD OF OSTEOPATHIC MEDICINE. THE MEMBERS OF THE ASSOCIATION ARE ASSIGNED TO ONE OF THE FOLLOWING CLASSIFICATIONS: 1. ACTIVE MEMBERSHIP - CAN SERVE ON THE BOARD OF DIRECTORS AS A DIRECTOR OR AN OFFICER, CAN ELECT OFFICERS TO THE BOARD OF DIRECTORS, AND HAS VOTING RIGHTS. 2. LIFE MEMBERSHIP A) OSTEOPATHIC HONORARY LIFE MEMBERSHIP - CANNOT SERVE ON THE BOARD OF DIRECTORS BUT HAS VOTING RIGHTS B) LIFE PROFESSIONAL MEMBERSHIP - CANNOT SERVE ON THE BOARD OF DIRECTORS BUT HAS VOTING RIGHTS 3. ACADEMIC MEMBERSHIP - CAN SERVE ON THE BOARD OF DIRECTORS AS A DIRECTOR BUT NOT AS AN OFFICER, CANNOT ELECT OFFICERS TO THE BOARD OF DIRECTORS AND HAS VOTING RIGHTS 4. ASSOCIATE MEMBERSHIP - CANNOT SERVE ON THE BOARD OF DIRECTORS AND HAS NO VOTING RIGHTS 5. ALLIED MEMBERSHIP - CANNOT SERVE ON THE BOARD OF DIRECTORS AND HAS NO VOTING RIGHTS 6. RETIRED MEMBERSHIP - CAN SERVE ON THE BOARD OF DIRECTORS AND HAS VOTING RIGHTS 7. HONORARY MEMBERSHIP - CANNOT SERVE ON THE BOARD OF DIRECTORS AND HAS NO VOTING RIGHTS
FORM 990, PAGE 6, PART VI, LINE 7A	THE ACTIVE MEMBERS OF THE ORGANIZATION ELECT ALL OFFICERS AND DIRECTORS AT THE ANNUAL MEETING, PROVIDED A QUORUM IS PRESENT. THE CANDIDATES ARE PRESENTED TO THE BOARD AT LEAST THIRTY DAYS PRIOR TO THE ANNUAL MEETING FOR THEIR ENDORSEMENT.
FORM 990, PAGE 6, PART VI, LINE 11B	THE FORM 990 IS FIRST REVIEWED BY THE ORGANIZATION'S SECRETARY-TREASURER FOR ACCURACY. AFTER APPROVAL, THE FORM 990 IS SUBMITTED TO THE BOARD OF DIRECTORS ELECTRONICALLY FOR REVIEW AND APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 12C	BOARD MEMBERS PROVIDE AN ANNUAL WRITTEN STATEMENT REGARDING CONFLICTS OF INTEREST OR POTENTIAL CONFLICTS OF INTEREST AND VERBALLY REPORT ANY CONFLICTS OF INTEREST DURING THE YEAR TO THE BOARD. THE CONFLICTS OF INTEREST NOTICES ARE REVIEWED AT EACH BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 19	THE GOVERNING DOCUMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9	RESTRICTED ACCOUNTS 945

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: THE MISSION OF THE ASSOCIATION IS TO PROMOTE EXCELLENCE IN OSTEOPATHIC FAMILY MEDICINE IN MICHIGAN THROUGH QUALITY EDUCATION, VISIONARY LEADERSHIP, AND RESPONSIBLE ADVOCACY.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	16
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	571
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	47
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	77,310	72,008
9	Program service revenue (Part VIII, line 2g) .........	127,050	146,253
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....		9,359
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,500	1,000
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	205,860	228,620
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...		0
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)		0
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	221,935	264,380
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	221,935	264,380
19	Revenue less expenses. Subtract line 18 from line 12.......	-16,075	-35,760
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	261,181	244,829
21	Total liabilities (Part X, line 26).............	43,408	53,628
22	Net assets or fund balances. Subtract line 21 from line 20.....	217,773	191,201

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	CONFERENCES ARE HELD IN THE STATE OF MICHIGAN TO ADVANCE AND SHARE KNOWLEDGE IN THE FIELD OF OSTEOPATHIC MEDICINE TO THE MEMBERSHIP AND THE PUBLIC.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )
	CONFERENCES ARE HELD IN THE STATE OF MICHIGAN TO ADVANCE AND SHARE KNOWLEDGE IN THE FIELD OF OSTEOPATHIC MEDICINE TO THE MEMBERSHIP AND THE PUBLIC.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1a	Federated campaigns..		1a
b	Membership dues..		1b	72,008
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		72,008

		Business Code
2a	CONFERENCES-WINTER	611710	84,168	84,168
b	SPONSORSHIPS-SUMMER	541800	56,810	56,810
c	WEBINARS		5,275	5,275
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		146,253

3 Investment income (including dividends, interest, and othersimilar amounts) ......			3,457	-739		4,196
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a		5,902
b	Less: cost or other basis and sales expenses	7b
c	Gain or (loss)	7c		5,902
d	Net gain or (loss).........			5,902			5,902
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	BUSINESS PARTNERSHIP		900099	1,000	1,000
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,000
12	Total revenue. See instructions.....			228,620	146,514		10,098

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......
10	Payroll taxes ...........
11	Fees for services (non-employees):
a	Management ......	117,600	117,600
b	Legal .........
c	Accounting ...........	750	750
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)
12	Advertising and promotion ....
13	Office expenses .......	1,611	1,611
14	Information technology ......
15	Royalties ..
16	Occupancy ...........
17	Travel ............
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	115,232	115,232
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	765	765
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	CREDIT CARD/BANK FEES	10,798	10,798
b	CONTINUED EDUCATION	6,000	6,000
c	MEMBERSHIP EXPENSE	5,064	5,064
d	ADVOCAY DAY SUPPORT	3,191	3,191
e	All other expenses	3,369	3,369
25	Total functional expenses. Add lines 1 through 24e	264,380	264,380	0	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		66,756	1	86,175
2	Savings and temporary cash investments .........			2
3	Pledges and grants receivable, net ......			3
4	Accounts receivable, net .............			4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........			7
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......		3,374	9	2,000
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		191,051	11	156,654
12	Investments—other securities. See Part IV, line 11 .....			12
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........			15
16	Total assets. Add lines 1 through 15 (must equal line 33)...		261,181	16	244,829

17	Accounts payable and accrued expenses .....		17	1,268
18	Grants payable ...		18
19	Deferred revenue .........	43,408	19	52,360
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	43,408	26	53,628

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	217,773	27	191,201
28	Net assets with donor restrictions ...........		28
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	217,773	32	191,201
33	Total liabilities and net assets/fund balances ........	261,181	33	244,829

Limits on Lobbying Expenditures (The term "expenditures" means amounts paid or incurred.)		(b) Affiliated group totals
1a	Total lobbying expenditures to influence public opinion (grass roots lobbying) ......................
b	Total lobbying expenditures to influence a legislative body (direct lobbying) ........................
c	Total lobbying expenditures (add lines 1a and 1b) ............................................................
d	Other exempt purpose expenditures ...............................................................................
e	Total exempt purpose expenditures (add lines 1c and 1d) ..................................................
f	Lobbying nontaxable amount. Enter the amount from the following table in both columns.
	If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
	Not over $500,00020% of the amount on line 1e.
	Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
	Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
	Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
	Over $17,000,000$1,000,000.

g	Grassroots nontaxable amount (enter 25% of line 1f) .................................................
h	Subtract line 1g from line 1a. If zero or less, enter -0-. ................................................
i	Subtract line 1f from line 1c. If zero or less, enter -0-. ................................................
j	If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting section 4911 tax for this year? ...................................................................................................................	Yes No

4-Year Averaging Period Under Section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
	Calendar year (or fiscal year beginning in)	(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) Total

2a	Lobbying nontaxable amount

b	Lobbying ceiling amount (150% of line 2a, column(e))

c	Total lobbying expenditures

d	Grassroots nontaxable amount

e	Grassroots ceiling amount (150% of line 2d, column (e))

f	Grassroots lobbying expenditures

(a) Name	(b) Address	(c) EIN	(d) Amount paid from filing organization's funds. If none, enter -0-.	(e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
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