STRATEGY STUDIO / PUBLIC DATA EXPLORER

ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION (EIN 26-2136165)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-01
IRS object ID
202443069349301224
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)
Return2024-11-01T08:38:00+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440160260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Forvis Mazars LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11901 S Meyers Road Suite 500AddressLine1Txt
CityOakbrook TerraceCityNm
State AbbreviationILStateAbbreviationCd
ZIP601815209ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262136165EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Arthroscopy Association of North America Educational FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARTHBusinessNameControlTxt
Phone8472922262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD SUITE 200AddressLine1Txt
CityRosemontCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA DOWNESPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8472922262PhoneNum
Signature2024-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnne WhitePreparerPersonNm
PTINP01708202PTIN
Phone6302829500PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1DR JOHN TOKISHBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD SUITE 200AddressLine1Txt
CityRosemontCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,558,896GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AANA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2007FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTO ADVANCE THE STUDY AND PRACTICE OF ARTHROSCOPYActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers14TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,247,536PYContributionsGrantsAmt
CY Contributions Grants$977,073CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$490,977PYInvestmentIncomeAmt
CY Investment Income$458,797CYInvestmentIncomeAmt
PY Other Revenue-$3,415PYOtherRevenueAmt
CY Other Revenue$5,301CYOtherRevenueAmt
PY Total Revenue$1,735,098PYTotalRevenueAmt
CY Total Revenue$1,441,171CYTotalRevenueAmt
PY Grants And Similar Paid$918,190PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$735,929CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$13,086CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$112,170CYTotalFundraisingExpenseAmt
PY Other Expenses$643,269PYOtherExpensesAmt
CY Other Expenses$429,339CYOtherExpensesAmt
PY Total Expenses$1,561,459PYTotalExpensesAmt
CY Total Expenses$1,178,354CYTotalExpensesAmt
PY Revenues Less Expenses$173,639PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$262,817CYRevenuesLessExpensesAmt
Total Assets BOY$14,603,107TotalAssetsBOYAmt
Total Assets EOY$16,743,697TotalAssetsEOYAmt
Total Liabilities BOY$2,390,648TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,469,966TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$12,212,459NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$14,273,731NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT INNOVATIVE EDUCATION AND RESEARCH THAT FACILITATES ADVANCES IN THE FIELD OF ARTHROSCOPYMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$956,511ExpenseAmt
Grant$735,929GrantAmt
DescTO PROMOTE AND SUPPORT RESEARCH AND EDUCATION TO HELP FACILITATE ADVANCES IN THE MEDICAL FIELD OF ARTHROSCOPYDesc
Total Program Service Expenses$956,511TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (true)MoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8472922262PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD SUITE 200AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALAN CURTIS MD
1ST VICE PRESIDENT1.02.0Yes (X)Yes (X)$0$0$0
JAMES STONE MD
IMEDIATE PAST PRESIDENT1.02.0Yes (X)Yes (X)$0$0$0
JOHN KELLY MD
2ND VICE PRESIDENT1.02.0Yes (X)Yes (X)$0$0$0
JOHN TOKISH MD
PRESIDENT1.02.0Yes (X)Yes (X)$0$0$0
JOSPEH TAURO MD
SECRETARY1.02.0Yes (X)Yes (X)$0$0$0
KEVIN BONNER MD
TREASURER1.02.0Yes (X)Yes (X)$0$0$0
MARK GETELMAN MD
PAST PRESIDENT1.02.0Yes (X)Yes (X)$0$0$0
AUGUSTUS MAZZOCCA MD
DIRECTOR1.02.0Yes (X)$0$0$0
BRIAN WATERMAN MD
DIRECTOR1.02.0Yes (X)$0$0$0
DON BUFORD MD
DIRECTOR1.02.0Yes (X)$0$0$0
IVAN WONG MD
DIRECTOR1.02.0Yes (X)$0$0$0
JASON DRAGOO MD
DIRECTOR1.02.0Yes (X)$0$0$0
JEANNE PATZKOWSKI MD
DIRECTOR1.02.0Yes (X)$0$0$0
KEVIN PLANCHER MD
DIRECTOR1.02.0Yes (X)$0$0$0
LAURA DOWNES
EXECUTIVE DIRECTOR1.040.0Yes (X)$0$388,597$55,283
CHRISTINE NOGAL
CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER1.040.0$0$199,474$58,036Yes (X)
TERRI BRUCE
DIRECTOR OF DEVELOPMENT40.01.0$0$128,908$26,477Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$716,979TotReportableCompRltdOrgAmt
Total Other Compensation$139,796TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$977,073AllOtherContributionsAmt
Noncash Contributions$9,134NoncashContributionsAmt
Total Contributions$977,073TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$337,289TotalRevenueColumnAmt
Exclusion$337,289ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,301TotalRevenueColumnAmt
Exclusion$5,301ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,239,233SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,117,725SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$121,508SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$121,508TotalRevenueColumnAmt
Exclusion$121,508ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,441,171TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$464,098ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$702,285TotalAmt
Program Services$702,285ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$22,514TotalAmt
Program Services$22,514ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$11,130TotalAmt
Program Services$11,130ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$276,071TotalAmt
Program Services$160,121ProgramServicesAmt
Management And General$22,086ManagementAndGeneralAmt
Fundraising$93,864FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,970TotalAmt
Fundraising$2,970FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$13,086TotalAmt
Fundraising$13,086FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$80,028TotalAmt
Management And General$80,028ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,000TotalAmt
Fundraising$2,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,875TotalAmt
Program Services$4,875ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$700TotalAmt
Program Services$700ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,655TotalAmt
Program Services$3,655ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$21,734TotalAmt
Program Services$21,734ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,229TotalAmt
Program Services$12,229ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Placement Fee$13,500$13,500
Bad Debt$7,500$7,500
Licensing Fees$1,795$1,795
Consulting Fees$1,445$1,445

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$837TotalAmt
Program Services$528ProgramServicesAmt
Management And General$59ManagementAndGeneralAmt
Fundraising$250FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,178,354TotalAmt
Program Services$956,511ProgramServicesAmt
Management And General$109,673ManagementAndGeneralAmt
Fundraising$112,170FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$981,185BOYAmt
EOY$896,325EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$222,145BOYAmt
EOY$166,743EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,309,911BOYAmt
EOY$1,282,975EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,075BOYAmt
EOY$1,724EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$0LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$11,925,352BOYAmt
EOY$14,214,891EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$162,439BOYAmt
EOY$181,039EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,603,107BOYAmt
EOY$16,743,697EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,390,648BOYAmt
EOY$2,469,966EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,390,648BOYAmt
EOY$2,469,966EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,990,314BOYAmt
EOY$14,106,988EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$222,145BOYAmt
EOY$166,743EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,212,459BOYAmt
EOY$14,273,731EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,603,107BOYAmt
EOY$16,743,697EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$262,817ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,798,455NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1ARTHROSCOPY ASSOCIATION OF NORTH AMERICABusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN363166049EIN
Organization Type9OrganizationTypeCd
Governing Document ListedYes (true)GoverningDocumentListedInd
Support$702,285SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$702,285SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (true)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt OrgfalseOperateBenefitNonSuprtOrgInd

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 F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
North America (Canada & Mexico only)Grantmaking$5,494
Europe (Including Iceland and Greenland)Grantmaking$2,000
South AsiaGrantmaking$1,636
Middle East and North AfricaGrantmaking$2,000
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$11,130SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$11,130TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (4 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmt
Scholarships - NANorth America (Canada & Mexico only)10$5,494
Scholarships - EUEurope (Including Iceland and Greenland)1$2,000
Scholarships - South AsiaSouth Asia1$1,636
Scholarships - Middle East/North AfricaMiddle East and North Africa1$2,000
FieldValueIRS element (for citing)
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsMEMBERSHIP SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED.
Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual; SOUTH ASIA-Accrual
Schedule F, Part III Method used to account for expenditures on org's financial statementsEUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual MIDDLE EAST AND NORTH AFRICA -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual SOUTH ASIA -Accrual

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARTHROSCOPY ASSOCIATION OF NORTH AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROADAddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Recipient EIN363166049RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$702,285CashGrantAmt
Purpose Of GrantEDUCATIONPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeScholarshipsGrantTypeTxt
Recipient40RecipientCnt
Cash Grant$22,514CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule I, Part I, Line 2 Procedures for monitoring use of grant funds.FormAndLineReferenceDesc
ExplanationCHAIRMAN OF BOARD OF TRUSTEES ATTENDS BOARD OF DIRECTORS MEETINGS OF ARTHROSCOPY ASSOCIATION OF NORTH AMERICA AND IS ABLE TO MONITOR THE ADMINISTRATION OF THE GRANT THROUGH THE FINANCIAL PRESENTATION AT SUCH MEETINGS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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
LAURA DOWNES
EXECUTIVE DIRECTOR$0$328,660$0$35,000$0$24,937$0$23,507$0$31,776$0$443,880$0$0
TERRI BRUCE
DIRECTOR OF DEVELOPMENT$0$122,439$0$5,866$0$603$0$9,369$0$17,108$0$155,385$0$0
CHRISTINE NOGAL
CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER$0$180,612$0$9,987$0$8,875$0$14,428$0$43,608$0$257,510$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule J, Part I, Line 3FormAndLineReferenceDesc
ExplanationARTHROSCOPY ASSOCIATION OF NORTH AMERICA USES WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 3 Delegation of management dutiesTHE FOUNDATION DELEGATED MANAGEMENT DUTIES TO VARIOUS INDIVIDUALS BEING COMPENSATED BY ITS RELATED ORGANIZATION, ARTHROSCOPY ASSOCIATION OF NORTH AMERICA, THAT ARE NOT LISTED OFFICERS OR DIRECTORS OF THE FOUNDATION. IN TURN, FOUNDATION PAYS THE RELATED ORGANIZATION AN ANNUAL MANAGEMENT FEE. LAURA DOWNES WAS COMPENSATED BY A RELATED ORGANIZATION.
Form 990, Part VI, Line 11b Review of form 990 by governing bodyFORM 990 IS PREPARED BY AN OUTSIDE PUBLIC ACCOUNTANT AND REVIEWED INTERNALLY BY THE VP OF FINANCE.
Form 990, Part VI, Line 12c Conflict of interest policyEACH MEETING BEGINS WITH AFFIRMATION OR EDITING OF WRITTEN INFORMATION SUPPLIED TO THE FOUNDATION THROUGH THE AAOS WEBSITE REGARDING DECLARED CONFLICTS OF INTEREST.
Form 990, Part VI, Line 19 Required documents available to the publicGOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ARTHOSCOPY ASSOCIATION OF NORTH AMERICABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROADAddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
EIN363166049EIN
Primary ActivitiesEDUCATE MEMBERSPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt
Public Charity Status10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationfalseControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd