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AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (EIN 23-7182780)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-12
IRS object ID
202413179349302026
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-12T08:50:18-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 SPRING ROAD SUITE 200AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237182780EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ORTHOPAEDIC SOCIETY FORBusinessNameLine1Txt
Business Name Line2SPORTS MEDICINEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone8472924900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD SUITE 300AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDR ROBIN WESTPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8472924900PhoneNum
Signature2024-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA STRUCKPreparerPersonNm
PTINP01310867PTIN
Phone6305738600PhoneNum
Preparation2024-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDR ROBIN WESTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD SUITE 300AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$19,897,390GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SPORTSMED.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1973FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (THE SOCIETY) IS A NONPROFIT CORPORATION WHICH DEVELOPS AND DISSEMINATES KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee29TotalEmployeeCnt
Total Volunteers363TotalVolunteersCnt
Total Gross UBI$530,225TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$94,649NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,861,521PYContributionsGrantsAmt
CY Contributions Grants$113,926CYContributionsGrantsAmt
PY Program Service Revenue$6,865,091PYProgramServiceRevenueAmt
CY Program Service Revenue$8,710,375CYProgramServiceRevenueAmt
PY Investment Income$572,097PYInvestmentIncomeAmt
CY Investment Income$54,787CYInvestmentIncomeAmt
PY Other Revenue$123,524PYOtherRevenueAmt
CY Other Revenue$96,485CYOtherRevenueAmt
PY Total Revenue$9,422,233PYTotalRevenueAmt
CY Total Revenue$8,975,573CYTotalRevenueAmt
PY Grants And Similar Paid$468,462PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$635,958CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,718,659PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,084,448CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,907CYTotalFundraisingExpenseAmt
PY Other Expenses$6,105,621PYOtherExpensesAmt
CY Other Expenses$6,040,946CYOtherExpensesAmt
PY Total Expenses$10,292,742PYTotalExpensesAmt
CY Total Expenses$10,761,352CYTotalExpensesAmt
PY Revenues Less Expenses-$870,509PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,785,779CYRevenuesLessExpensesAmt
Total Assets BOY$19,681,459TotalAssetsBOYAmt
Total Assets EOY$18,461,973TotalAssetsEOYAmt
Total Liabilities BOY$3,915,440TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,265,494TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,766,019NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,196,479NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (THE SOCIETY) IS A NONPROFIT CORPORATION WHICH DEVELOPS AND DISSEMINATES KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE. THE SOCIETY SUPPORTS AND ENCOURAGES THE DEVELOPMENT AND EDUCATION IN ALLIED PROFESSIONS IN THE PREVENTION, RECOGNITION AND TREATMENT OF SPORTS INJURIES. THE SOCIETY PUBLISHES A SCIENTIFIC JOURNAL AND HOLDS EDUCATIONAL MEETINGS AND WORKSHOPS TO CARRY OUT ITS MISSION.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,439,249ExpenseAmt
Revenue$3,015,108RevenueAmt
DescCONFERENCES, MEETINGS AND EDUCATION: ANNUAL AND INTERIM MEETINGS HELD TO DISCUSS CURRENT TOPICS AND ADVANCEMENTS IN THE FIELD OF SPORTS MEDICINE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$2,480,239ExpenseAmt
Revenue$2,824,991RevenueAmt
DescPUBLICATIONS: THE AMERICAN JOURNAL OF SPORTS MEDICINE AND THE SOCIETY'S NEWSLETTER ARE PUBLISHED TO FOSTER, DEVELOP AND DISSEMINATE KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,442,995ExpenseAmt
Grant$635,958GrantAmt
Revenue$2,340,051RevenueAmt
DescMISCELLANEOUS PROJECTS AND PROGRAMS IN THE FIELD OF SPORTS MEDICINE DESIGNED TO CARRY OUT SOCIETY'S MISSION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$6,362,483TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document62IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee29EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREG DUMMERPersonNm
Phone8472924900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD NO 300AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KURT P SPINDLER MD
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MARK D MILLER MD
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
DEAN C TAYLOR MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ERIC C MCCARTY MD
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER KAEDING MD
PRESIDENT ELECT1.00Yes (X)Yes (X)$0$0$0
ASHEESH BEDI MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
MATTHEW PROVENCHER MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
JEFFREY DUGAS MD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
ROBIN WEST MD
TREASURER1.00Yes (X)Yes (X)$0$0$0
MIHO JEAN TANAKA MD
MEMBER AT LARGE1.00Yes (X)$0$0$0
MATTHEW MATAVA MD
EX-OFFICIO1.00Yes (X)$0$0$0
GREG DUMMER CAE
CEO40.00Yes (X)$377,061$0$87,513
BRUCE REIDER MD
EXC DIRECTOR MED. PUB.40.00$519,335$0$67,828Yes (X)
JOYCE PASCHALL
PAST EMPLOYEE - DIRECTOR OF EDUCATION40.00$131,658$0$23,892Yes (X)
CHRISTINA TOMASO
COO40.00$161,764$0$38,832Yes (X)
JAMES JANKOVEC
DIRECTOR OF INFORMATION TE40.00$127,673$0$34,038Yes (X)
LYNETTER CRAFT PHD
SENIOR DIRECTOR OF RESEARCH40.00$139,316$0$14,941Yes (X)
MELANIE STANTON
SENIOR DIRECTOR, CORPORATE DEVELOPMENT40.00$134,949$0$22,067Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,591,756TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$289,111TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MARRIOTT INTERNATIONAL
901 MASSACHUSETTS AVE NWWASHINGTONDC20001CONFERENCE SERVICES FOR 2023 ANNUAL MEET$427,634
MARKEYS AUDIO VISUAL
2365 ENTERPRISE PARK PLACEINDIANAPOLISIN46218AV SERVICES FOR 2023 ANNUAL MEETING$425,321
OLC
9400 W HIGGINS RD STE 100ROSEMONTIL60018COURSE HOSTING AND LAB FEES FOR AOSSM CO$405,924
PRA EVENTS
1 N LASALLE STREET ST 1800CHICAGOIL60602EVENT PLANNING FOR ANNUAL MEETING$287,751
EDWARD WOJITYS
6235 HELLNER ROADANN ARBORMI48105EDITORIAL SERVICES$217,650
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$113,926AllOtherContributionsAmt
Total Contributions$113,926TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PUBLISHING INCOME611430$2,824,991$2,294,766$530,225
MEMBERSHIP DUES611430$2,358,763$2,358,763
EDUCATIONAL EVENTS611430$2,023,513$2,023,513
INDUSTRY SPONSORSHIP611430$1,503,108$1,503,108
FieldValueIRS element (for citing)
Total Program Service Revenue$8,710,375TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$383,738TotalRevenueColumnAmt
Exclusion$383,738ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$90,588RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$90,588RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$90,588TotalRevenueColumnAmt
Exclusion$90,588ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,592,866SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,921,817SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$328,951SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$328,951TotalRevenueColumnAmt
Exclusion-$328,951ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$5,897TotalRevenueColumnAmt
Exclusion$5,897ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,897OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,975,573TotalRevenueColumnAmt
Related Or Exempt Func Income$8,180,150RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$530,225UnrelatedBusinessRevenueAmt
Exclusion$151,272ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$538,496TotalAmt
Program Services$538,496ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,000TotalAmt
Program Services$39,000ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$58,462TotalAmt
Program Services$58,462ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,051,737TotalAmt
Program Services$294,486ProgramServicesAmt
Management And General$757,251ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,272,269TotalAmt
Program Services$640,862ProgramServicesAmt
Management And General$1,631,407ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$179,569TotalAmt
Program Services$3,815ProgramServicesAmt
Management And General$175,754ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$290,526TotalAmt
Program Services$137,920ProgramServicesAmt
Management And General$152,606ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$290,347TotalAmt
Program Services$56,947ProgramServicesAmt
Management And General$233,400ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$45,241TotalAmt
Program Services$2,489ProgramServicesAmt
Management And General$42,752ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$210,390TotalAmt
Program Services$11,573ProgramServicesAmt
Management And General$198,817ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$71,023TotalAmt
Management And General$71,023ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$9,003TotalAmt
Management And General$9,003ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$60,963TotalAmt
Program Services$59,152ProgramServicesAmt
Management And General$1,811ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$543,651TotalAmt
Program Services$99,548ProgramServicesAmt
Management And General$444,103ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$396,064TotalAmt
Management And General$396,064ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$394,845TotalAmt
Program Services$371,238ProgramServicesAmt
Management And General$23,607ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,278,858TotalAmt
Program Services$2,278,858ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$241,658TotalAmt
Management And General$241,658ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
EDITORIAL SUPPORT$614,117$614,117
LABORATORY SERVICES$114,809$114,809
DUES, REGISTRATIONS, AN$55,339$53,164$2,175
UNRELATED BUSINESS INCO$31,597$31,597

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$973,388TotalAmt
Program Services$955,950ProgramServicesAmt
Management And General$8,531ManagementAndGeneralAmt
Fundraising$8,907FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,761,352TotalAmt
Program Services$6,362,483ProgramServicesAmt
Management And General$4,389,962ManagementAndGeneralAmt
Fundraising$8,907FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,608,212BOYAmt
EOY$2,244,834EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,866,027BOYAmt
EOY$1,379,818EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,217,079BOYAmt
EOY$1,237,628EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,400,622LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$917,789LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$713,348BOYAmt
EOY$482,833EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,902,876BOYAmt
EOY$11,057,752EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,693,593BOYAmt
EOY$1,711,649EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$680,324BOYAmt
EOY$347,459EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$19,681,459BOYAmt
EOY$18,461,973EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,255,856BOYAmt
EOY$1,383,544EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,885,339BOYAmt
EOY$1,489,142EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$774,245BOYAmt
EOY$392,808EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,915,440BOYAmt
EOY$3,265,494EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,030,484BOYAmt
EOY$12,759,386EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,735,535BOYAmt
EOY$2,437,093EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,766,019BOYAmt
EOY$15,196,479EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,681,459BOYAmt
EOY$18,461,973EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,785,779ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,216,239NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$224,788CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,347,116CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,804,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,861,521CurrentTaxYearMinus1YearAmt
Current Tax Year$113,926CurrentTaxYearAmt
Total$6,351,503TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,563,252CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,841,873CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,147,066CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,427,595CurrentTaxYearMinus1YearAmt
Current Tax Year$8,180,150CurrentTaxYearAmt
Total$28,159,936TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,788,040CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,188,989CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,951,218CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,289,116CurrentTaxYearMinus1YearAmt
Current Tax Year$8,294,076CurrentTaxYearAmt
Total$34,511,439TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,710,618CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,300CurrentTaxYearMinus1YearAmt
Current Tax Year$9,950CurrentTaxYearAmt
Total$1,887,518TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$103,410CurrentTaxYearMinus3YearsAmt
Total$103,410TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$130,100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,814,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$28,550CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,300CurrentTaxYearMinus1YearAmt
Current Tax Year$9,950CurrentTaxYearAmt
Total$1,990,928TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$32,520,511PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,384CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$871,501CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$452,313CurrentTaxYearMinus1YearAmt
Current Tax Year$474,326CurrentTaxYearAmt
Total$2,380,158TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$230,634CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$351,384CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$871,501CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$452,313CurrentTaxYearMinus1YearAmt
Current Tax Year$474,326CurrentTaxYearAmt
Total$2,380,158TotalAmt

Net Income From Other UBI NetIncomeFromOtherUBIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$84,471CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$161,017CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$116,941CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$93,816CurrentTaxYearMinus1YearAmt
Current Tax Year$94,649CurrentTaxYearAmt
Total$550,894TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$18,563CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,750CurrentTaxYearMinus1YearAmt
Current Tax Year$5,897CurrentTaxYearAmt
Total$30,210TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,103,145CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$7,701,390CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$8,958,223CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,840,995CurrentTaxYearMinus1YearAmt
Current Tax Year$8,868,948CurrentTaxYearAmt
Total$37,472,701TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.86780PublicSupportCY509Pct
Public Support PY5090.81980PublicSupportPY509Pct
Investment Income CY0.06350InvestmentIncomeCYPct
Investment Income PY0.06610InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS - 2021 AMOUNT: $ 18,563. 2022 AMOUNT: $ 5,750. 2023 AMOUNT: $ 5,897.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$22,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,739,352FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$10,761,352FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$688,068FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$172,017FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$467,018CurrentYearMinus3Amt
Current Year Minus2$567,760CurrentYearMinus2Amt
Current Year Minus1$664,637CurrentYearMinus1Amt
Current Year$688,068CurrentYearAmt
Total$2,387,483TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,581,225LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$22,000CurrentYearMinus3Amt
Current Year Minus2$22,000CurrentYearMinus2Amt
Current Year Minus1$22,000CurrentYearMinus1Amt
Current Year$22,000CurrentYearAmt
Total$88,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$116,755CurrentYearMinus3Amt
Current Year Minus2$141,940CurrentYearMinus2Amt
Current Year Minus1$166,159CurrentYearMinus1Amt
Current Year$172,017CurrentYearAmt
Total$596,871TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$895,307GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$894,813BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$77,422InvestmentEarningsOrLossesAmt
Other Expenditures$34,933OtherExpendituresAmt
End Year Balance$937,302EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$991,264BeginningYearBalanceAmt
Contributions$58,726ContributionsAmt
Investment Earnings Or Losses-$113,934InvestmentEarningsOrLossesAmt
Other Expenditures$41,243OtherExpendituresAmt
End Year Balance$894,813EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$900,548BeginningYearBalanceAmt
Contributions$32,739ContributionsAmt
Investment Earnings Or Losses$115,090InvestmentEarningsOrLossesAmt
Other Expenditures$57,113OtherExpendituresAmt
End Year Balance$991,264EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$799,815BeginningYearBalanceAmt
Contributions$41,825ContributionsAmt
Investment Earnings Or Losses$82,408InvestmentEarningsOrLossesAmt
Other Expenditures$23,500OtherExpendituresAmt
End Year Balance$900,548EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$728,397BeginningYearBalanceAmt
Contributions$23,500ContributionsAmt
Investment Earnings Or Losses$47,918InvestmentEarningsOrLossesAmt
End Year Balance$799,815EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY0.71830PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.28170TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,064OtherCostOrOtherBasisAmt
Depreciation$81,057DepreciationAmt
Book Value$9,007BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,310,558OtherCostOrOtherBasisAmt
Depreciation$836,732DepreciationAmt
Book Value$473,826BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$482,833TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN PARTNERSHIPSDesc
Book Value$1,711,649BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$1,711,649TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
SECURITY DEPOSITS$11,947
RIGHT OF USE LIABILITY - OPERATING LEASE$380,861
FieldValueIRS element (for citing)
Total Liability$392,808TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,120,789TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,216,239NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,216,239RevenueNotReportedAmt
Revenue Subtotal$8,904,550RevenueSubtotalAmt
Investment Expenses Not Incld$71,023InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$71,023RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,975,573TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,690,329TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,690,329ExpensesSubtotalAmt
Investment Expenses Not Incld2$71,023InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$71,023ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,761,352TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS HELD BY THE ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATON AND ESTABLISHED FOR EDUCATIONAL PURPOSES, ALL OF WHICH ARE DONOR-RESTRICTED ENDOWMENT FUNDS.
PART X, LINE 2:THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNDER THIS SECTION, UNRELATED BUSINESS INCOME, AS DEFINED, IS SUBJECT TO FEDERAL AND STATE TAXES AT CORPORATE RATES. THE SOCIETY RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionNORTH AMERICARegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedGRANTS TO RECIPIENTS LOCATED IN THE REGIONTypeOfActivitiesConductedTxt
Region Total Expenditures$58,462RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$58,462SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$58,462TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtNon Cash AssistanceNonCashAssistanceAmt
NORTH AMERICAGRANT$16,000CHECK$0
NORTH AMERICAGRANT$42,462CHECK$0
FieldValueIRS element (for citing)
Total Other Org2TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:AT SIX MONTH INTERVALS, THE GRANT WINNERS SUBMIT A WRITTEN NARRATIVE PROGRESS REPORT AND A BUDGET REPORT. THESE REPORTS ARE REVIEWED BY THE CHAIR OF THE RESEARCH COMMITTEE TO VERIFY COMPLIANCE. IF THE CHAIR DETERMINES THAT THE GRANT IS IN COMPLIANCE, THE NEXT GRANT INSTALLMENT IS APPROVED BY PAYMENT. AWARDS: THE PRINCIPAL INVESTIGATOR OF ANY AWARD WILL BE EXPECTED TO DELIVER A PRESENTATION AT THE NEXT AOSSM ANNUAL MEETING. PAPERS CANNOT HAVE BEEN PUBLISHED, PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE PRIOR TO THIS SUBMISSION. IF ANY PORTION OF THE DATA FOR THIS SUBMISSION HAS BEEN PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE, THIS APPLICATION MUST INCLUDE AN ABSTRACT OF PREVIOUSLY SHARED DATE WITH MEETING DATE, LOCATION AND ORGANIZATION DISCLOSED. NO PORTION OF THE DATA PRESENTED IN THE PAPER CAN HAVE BEEN PUBLISHED OR ACCEPTED FOR PUBLICATION. ALL WORK MUST BE ORIGINAL IN ORDER TO BE CONSIDERED FOR THE AWARD.
PART I, LINE 3:EXPENSES ARE RECOGNIZED ON THE ACCRUAL BASIS.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
THE NEMOURS FOUNDATION
10140 CENTURION PARKWAY NORTHJACKSONVILLEFL32256590634433501(C)(3)$24,000$0GRANT
UNIVERSITY OF TEXAS SOUTHWESTERN MEDICAN CENTER
5323 HARRY HINES BLVDDALLASTX75390756002868501(C)(3)$25,000$0GRANT
CARILION MEDICAL CENTER
POBOX 12385ROANOKEVA24025540506332501(C)(3)$10,000$0GRANT
CAMPBELL CLINIC FOUNDATION
1400 SOUTH GERMANTOWN ROADGERMANTOWNTN38138620548038501(C)(3)$16,000$0GRANT
UNIVERSITY OF ROCHESTER
910 GENESEE STREET SUITE 200ROCHESTERNY14611160743209501(C)(3)$24,000$0GRANT
UNIVERSITY OF UTAH
201 S PRESIDENTS CIRCLESALT LAKE CITYUT84112876000525501(C)(3)$37,500$0GRANT
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVENASHVILLETN37232352528741501(C)(3)$50,000$0GRANT
WAKE FOREST UNIVERSITY HEALTH SERVICES
MEDICAL CENTER BLVDWINSTONSALEMNC27157223849199501(C)(3)$25,000$0GRANT
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREETDALLASTX75219750818178501(C)(3)$24,986$0GRANT
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$42,462$0GRANT
OREF
9400 W HIGGINS RD STE 215ROSEMONTIL60018366009467501(C)(3)$259,548$0GRANT
FieldValueIRS element (for citing)
Total501c3 Org11Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeHONORARIUMGrantTypeTxt
Recipient13RecipientCnt
Cash Grant$39,000CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationAT SIX MONTH INTERVALS, THE GRANT WINNERS SUBMIT A WRITTEN NARRATIVE PROGRESS REPORT AND A BUDGET REPORT. THESE REPORTS ARE REVIEWED BY THE CHAIR OF THE RESEARCH COMMITTEE TO VERIFY COMPLIANCE. IF THE CHAIR DETERMINES THAT THE GRANT IS IN COMPLIANCE, THE NEXT GRANT INSTALLMENT IS APPROVED BY PAYMENT. AWARDS: THE PRINCIPAL INVESTIGATOR OF ANY AWARD WILL BE EXPECTED TO DELIVER A PRESENTATION AT THE NEXT AOSSM ANNUAL MEETING. PAPERS CANNOT HAVE BEEN PUBLISHED, PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE PRIOR TO THIS SUBMISSION. IF ANY PORTION OF THE DATA FOR THIS SUBMISSION HAS BEEN PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE, THIS APPLICATION MUST INCLUDE AN ABSTRACT OF PREVIOUSLY SHARED DATE WITH MEETING DATE, LOCATION AND ORGANIZATION DISCLOSED. NO PORTION OF THE DATA PRESENTED IN THE PAPER CAN HAVE BEEN PUBLISHED OR ACCEPTED FOR PUBLICATION. ALL WORK MUST BE ORIGINAL IN ORDER TO BE CONSIDERED FOR THE AWARD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRUCE REIDER MD
EXC DIRECTOR MED. PUB.$519,335$0$0$0$0$0$64,245$0$3,583$0$587,163$0$0$0
GREG DUMMER CAE
CEO$377,061$0$0$0$0$0$42,978$0$44,535$0$464,574$0$0$0
CHRISTINA TOMASO
COO$161,764$0$0$0$0$0$13,624$0$25,208$0$200,596$0$0$0
JAMES JANKOVEC
DIRECTOR OF INFORMATION TE$127,673$0$0$0$0$0$10,770$0$23,268$0$161,711$0$0$0
MELANIE STANTON
SENIOR DIRECTOR, CORPORATE DEVELOPME$134,949$0$0$0$0$0$10,883$0$11,184$0$157,016$0$0$0
JOYCE PASCHALL
PAST EMPLOYEE - DIRECTOR OF EDUCATIO$131,658$0$0$0$0$0$7,358$0$16,534$0$155,550$0$0$0
LYNETTER CRAFT PHD
SENIOR DIRECTOR OF RESEARCH$139,316$0$0$0$0$0$2,100$0$12,841$0$154,257$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST CLASS TRAVEL IS PROVIDED TO THE BOARD PRESIDENT AND SPOUSE FOR TRAVEL TO THE ANNUAL CONFERENCE. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION.
PART I, LINE 4BTHE FOLLOWING INDIVIDUALS RECEIVED AN ALLOCATION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: BRUCE REIDER: $50,000 AND GREG DUMMER: $30,000

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6ACTIVE MEMBERS ARE U.S. OR CANADIAN CITIZENS WHO ARE ORTHOPAEDIC SURGEONS SPECIALIZING IN SPORTS MEDICINE. ACTIVE MEMBERS ARE ELIGIBLE TO VOTE, AND UNLESS SPECIFIED OTHERWISE, TO HOLD OFFICE IN THE SOCIETY.
FORM 990, PART VI, SECTION A, LINE 7ANOMINATIONS FOR OFFICERS AND OTHER BOARD MEMBERS SHALL BE MADE AT THE ANNUAL MEETING BY THE NOMINATING COMMITTEE. ONLY ACTIVE MEMBERS OF THE SOCIETY IN GOOD STANDING WITH DUES PAID ARE ELIGIBLE TO BE NOMINATED. ELECTION OF OFFICERS AND OTHER BOARD MEMBERS SHALL BE MADE BY THOSE ACTIVE MEMBERS PRESENT AT THE ANNUAL MEETING, WITH A MAJORITY OF THOSE PRESENT AND CAPABLE OF VOTING REQUIRED TO ELECT. IF ONLY ONE CANDIDATE IS NOMINATED FOR EACH OPEN POSITION, ELECTION MAY BE BY GENERAL CONSENT. EACH ACTIVE MEMBER WHO IS PRESENT AT THE ANNUAL MEETING SHALL BE ENTITLED TO ONE VOTE FOR EACH BOARD MEMBER TO BE ELECTED.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANTS AND IS REVIEWED BY MANAGEMENT. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BY POSTING THE RETURN TO A WEB PORTAL. THE BOARD OF DIRECTORS DOES NOT FORMALLY APPROVE THE 990, BUT DOES HAVE THE OPPORTUNITY TO REVIEW THE RETURN BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CBOARD MEMBERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST UPON ELECTION TO THE BOARD AND ON A RECURRING BASIS.
FORM 990, PART VI, SECTION B, LINE 15REVIEW OF EXECUTIVE DIRECTOR'S COMPENSATION INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND COMPARABILITY DATA. WRITTEN EMPLOYMENT CONTRACT IS REVIEWED BY THE BOARD. THE DELIBERATION AND THE DECISION ARE CONTEMPORANEOUSLY DOCUMENTED. SAME PROCEDURES APPLY TO KEY EMPLOYEES AS TO EXECUTIVE DIRECTOR. OFFICERS ARE VOLUNTEERS AND ARE NOT COMPENSATED.
FORM 990, PART VI, SECTION C, LINE 18AVAILABLE UPON REQUEST
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XII, LINE 2CTHE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.