2023-08-10T10:51:50-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2022-01-01 237087029 AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY INC AMER 8476984654 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 BRYAN DEN HARTOG MD PRESIDENT 8476984654 2023-06-12 1 BRYAN DEN HARTOG MD 999009999 1 JAMES R THOMAS P00095586 6305738600 2023-06-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRYAN DEN HARTOG MD 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 7875114 0 X WWW.AOFAS.ORG X 2006 IL IMPROVING LIVES THROUGH EXCEPTIONAL ORTHOPAEDIC FOOT AND ANKLE CARE. 11 11 17 480 52700 6114 1623654 1826590 2731041 2773423 627118 80094 1323348 1232062 6305161 5912169 658114 892091 0 0 1819418 1854030 0 0 182258 2680387 2977714 5157919 5723835 1147242 188334 3436824 3979780 568701 1060343 2868123 2919437 THE AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY (AOFAS) PROMOTES QUALITY, ETHICAL AND COST EFFECTIVE PATIENT CARE THROUGH EDUCATION, RESEARCH, AND TRAINING OF ORTHOPAEDIC SURGEONS AND OTHER HEALTH CARE PROVIDERS. 0 0 3909594 892091 2726723 SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES RELATED TO MEDICAL CARE OF THE FOOT AND ANKLE. 2,500 INDIVIDUALS SERVED. 3909594 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 19 0 1 17 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X ELAINE LEIGHTON 8476984654 9400 W HIGGINS ROAD SUITE 220 ROSEMONT IL 60018 BRYAN DEN HARTOG MD PRESIDENT 2.00 1.00 X X 0 0 0 MICHAEL ARONOW MD PRESIDENT-ELECT 2.00 1.00 X X 0 0 0 DAVID THORDARSON MD VICE PRESIDENT 2.00 2.00 X X 0 0 0 SCOTT ELLIS MD TREASURER 2.00 2.00 X X 0 0 0 SHELDON S LIN MD SECRETARY 2.00 2.00 X X 0 0 0 CHRISTOPHER DIGIOVANNI MD IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 0 0 0 WILLIAM C MCGARVEY MD PAST PRESIDENT THRU 09/2022 1.00 0.00 X X 0 0 0 JONATHON BACKUS MD MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 REBECCA CERRATO MD MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 DANIEL GUSS MD MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 PAMELA LUK MD MEMBER-AT-LARGE 1.00 0.00 X 0 0 0 JUSTIN GREISBERG MD MEMBER-AT-LARGE THRU 09/2022 1.00 0.00 X 0 0 0 JAMES HOLMES MD MEMBER-AT-LARGE THRU 09/2022 1.00 0.00 X 0 0 0 J TURNER VOSSELLER MD MEMBER AT LARGE 1.00 0.00 X 0 0 0 BRUCE COHEN MD IMMEDIATE PAST PRESIDENT THRU 09/21 1.00 0.00 X 0 0 0 ELAINE LEIGHTON EXECUTIVE DIRECTOR 45.00 5.00 X 399181 0 52473 HAZEL ORELUK DIRECTOR OF RESEARCH 40.00 0.00 X 113384 0 30676 CATHERINE POWERS DEVELOPMENT SENIOR MGR 1.00 39.00 X 127480 0 30654 ALENA FREY DIRECTOR OF EDUCATION & ME 40.00 0.00 X 130519 0 11796 JESSICA DORNFELD DIRECTOR OF MARKETING & MEMBERSHIP 40.00 0.00 X 110553 0 38550 881117 0 164149 5 0 1 0 CHARLES L SALTZMAN 590 WAKARA WAY SALT LAKE CITY UT 84108 JOURNAL EDITOR 239969 1 111687 1714903 1826590 MEMBERSHIP DUES 561000 1089349 1089349 REGISTRATION INCOME 561000 866619 866619 EXHIBIT INCOME 561000 745855 745855 ADVERTISING INCOME 561000 71600 18900 52700 2773423 84241 84241 1215849 1215849 1958798 1962945 -4147 -4147 -4147 WEBSITE 561000 7375 7375 IFFAS MANAGEMENT FEE 561000 6000 6000 MISCELLANEOUS 561000 2838 2838 16213 5912169 2726723 52700 1306156 X 892091 892091 451655 263902 149904 37849 1301746 760610 432049 109087 100629 58798 33399 8432 24204 924 23280 91152 91152 8177 8177 769500 597672 145548 26280 59855 6335 53520 180935 51133 129802 244014 62704 181310 160391 160391 284389 215406 68983 923487 846636 76851 43749 5493 37646 610 29829 9342 20487 DUES AND SUBSCRIPTIONS 149323 138473 10850 PROFESSIONAL DEVELOPMEN 8709 75 8634 5723835 3909594 1631983 182258 254326 454969 30282 79541 21347 117093 19716 17394 211153 236718 327104 274630 71824 52474 2750937 2634368 46711 22312 30528 364911 3436824 3979780 167733 190547 130199 174760 212706 352457 58063 342579 568701 1060343 X 2696347 2762859 171776 156578 2868123 2919437 3436824 3979780 188334 -137020 0 X X 0 1 X 1 0 X 940800 1424850 1164639 1623654 1826590 6980533 3422512 3375368 1778288 2737041 2779423 14092632 4363312 4800218 2942927 4360695 4606013 21073165 240500 299582 125025 181200 236425 1082732 0 240500 299582 125025 181200 236425 1082732 19990433 1409585 1261531 1270420 1392862 1295943 6630341 1409585 1261531 1270420 1392862 1295943 6630341 3000 4036 6077 8822 10212 32147 5775897 6065785 4219424 5762379 5912168 27735653 0.72070 0.71210 0.23910 0.24980 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MAILING LISTS - 2018 AMOUNT: $ 3,000. 2019 AMOUNT: $ 3,750. MISCELLANEOUS - 2019 AMOUNT: $ 286. 2020 AMOUNT: $ 6,077. 2021 AMOUNT: $ 8,822. 2022 AMOUNT: $ 10,212. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 265812 -3879 11319 250614 274698 2907 11793 265812 281995 3703 11000 274698 0.38000 0.18000 0.44000 0 0 135232 93926 41306 77224 66056 11168 114648 114648 0 52474 DEPOSITS 13055 DUE FROM AFFILIATE 64696 OPERATING LEASE RIGHT-OF-USE ASSET 287160 364911 OPERATING LEASE LIABILITY 342579 342579 1 DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 282602651 050258954 501(C)(3) 43810 0 2022 FELLOWSHIP GRANT MERCY HEALTH FOUNDATION 301 SAINT PAUL PLACE 15TH FLOOR BALTIMORE MD 21202 751606702 501(C)(3) 43810 0 2022 FELLOWSHIP GRANT ORTHOCAROLINA RESEARCH INSTITUTE 2001 VAIL AVENUE SUITE 300 CHARLOTTE NC 28207 591923401 501(C)(3) 43810 0 2022 FELLOWSHIP GRANT FOOT & ANKLE FELLOWSHIP PROGRAM 201 EAST UNIVERSITY PKWY JPB 400 BALTIMORE MD 21218 520591685 OTHER 32857 0 2022 FELLOWSHIP GRANT FOOT AND ANKLE FELLOWSHIP 3600 GASTON AVE DALLAS TX 75246 160743209 501(C)(3) 32857 0 2022 FELLOWSHIP GRANT NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP 535 EAST 70TH STREET NEW YORK NY 10021 880245022 501(C)(3) 32857 0 2022 FELLOWSHIP GRANT UNIVERSITY OF PITTSBURGH PHYSICIANS 128 N CRAIG STREET PITTSBURGH PA 15260 580566256 501(C)(3) 32857 0 2022 FELLOWSHIP GRANT UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 80291 830435069 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVENUE 3RD FLOOR BOSTON MA 02116 042312909 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT CAMPBELL FOUNDATION 1400 S GERMANTOWN RD GERMANTOWN TN 38138 010648145 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 620548038 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT MASSACHUSETTS GENERAL HOSPITAL (FOOT & ANKLE)-- 55 FRUIT ST BOSTON MA 02114 250969492 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT ORTHOPAEDIC ASSOCIATES OF GRAND RAPIDS RESEARCH & EDUCATION INSTITUTE 1111 LEFFINGWELL AVE NE STE 100 GRAND RAPIDS MI 49525 041564655 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT ROC FOUNDATION 555 N ARLINGTON AVE RENO NV 89503 880281502 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON P O BOX 301418 DALLAS TX 753031418 846000555 501(C)(3) 21905 0 2022 FELLOWSHIP GRANT TORONTO HOSPITAL ORTHOPAEDIC 399 BATHURST STREET TORONTO ONTARIO CA M5T2S8 986000979 OTHER 21905 0 2022 FELLOWSHIP GRANT (THE) CLEVELAND CLINIC FOUNDATION 8911 EUCLID AVENUE UA CLEVELAND OH 44106 592929608 OTHER 10952 0 2022 FELLOWSHIP GRANT (THE) PENNSYLVANIA STATE UNIVERSITY COLLEGE OF MEDICINE 500 UNIVERSITY DR HERSHEY PA 17033 426004813 OTHER 10952 0 2022 FELLOWSHIP GRANT BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD CORAL GABLES FL 33143 522173656 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT BEAUMONT HEALTH FOUNDATION 26901 BEAUMONT BOULEVARD SOUTHFIELD MI 48033 203879278 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT CEDARS SINAI ORTHOPAEDICS 444 S SAN VICENTE BLVD SUITE 603 LOS ANGELES CA 90048 131624135 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT CONGRESS MEDICAL FOUNDATION 800 S RAYMOND AVE PASADENA CA 91105 340714585 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT DESERT ORTHOPAEDIC RESEARCH FOUNDATION TROY WATSON MD HENDERSON NV 89052 222620085 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT FLORIDA ORTHOPAEDIC INSTITUTE 13020 N TELECOM PARKWAY TEMPLE TERRACE FL 33637 876000525 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT MEDICAL UNIVERSITY OF SOUTH CAROLINA 1 SOUTH PARK CIRCLE CHARLESTON SC 29047 246000376 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 741761309 OTHER 10952 0 2022 FELLOWSHIP GRANT RHODE ISLAND HOSPITAL GRADUATE MEDICAL EDUCATION 593 EDDY ST PROVIDENCE RI 02905 954815692 501(C)(3) 10953 0 2022 FELLOWSHIP GRANT ROTHMAN ORTHOPEADIC INSTITUTE 925 CHESTNUT ST PHILADELPHIA PA 19107 880278047 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT RUSH UNIVERSITY MEDICAL CENTER- 1611 W HARRISON ST CHICAGO IL 60612 232919472 501(C)(3) 10953 0 2022 FELLOWSHIP GRANT STANLEY GRAVES MD PC 3104 E CAMELBACK 1003 PHOENIX AZ 85016 042103612 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT STATE UNIVERSITY OF IOWA UNIVERSITY OF IOWA GRANT ACCOUNTING IOWA CITY IA 52242 362174823 501(C)(3) 10953 0 2022 FELLOWSHIP GRANT STEADMAN PHILIPPON RESEARCH INSTITUTE 181 WEST MEADOW DRIVE VAIL CO 81657 546001796 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE VA 229044195 951644600 501(C)(3) 10953 0 2022 FELLOWSHIP GRANT TWIN CITIES ORTHOPEDICS FOUNDATION 4010 WEST 65TH STREET EDINA MN 55435 364852171 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE ROCHESTER NY 14620 134233998 OTHER 10953 0 2022 FELLOWSHIP GRANT UNIVERSITY OF UTAH ORTHOPAEDIC CENTER 590 WAKARA WAY SLC UT 84108 576000722 501(C)(3) 10952 0 2022 FELLOWSHIP GRANT ALLEGHENY HEALTH NETWORK 1307 FEDERAL STREET PITTSBURGH PA 15212 042312909 501(C)(3) 10455 0 2022 FELLOWSHIP GRANT AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 9400 W HIGGINS RD NO 500 ROSEMONT IL 60018 362110592 501(C)(3) 25000 0 HEALTH POLICY GRANT EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 620548038 501(C)(3) 50000 0 RESEARCH GRANT PENNSYLVANIA STATE UNIVERSITY 201 OLD MAIN UNIVERSITY PARK PA 16802 246000376 501(C)(3) 19400 0 RESEARCH GRANT ORTHOCAROLINA RESEARCH INSTITUTE 2001 VAIL AVENUE SUITE 300 CHARLOTTE NC 28207 591923401 501(C)(3) 15300 0 RESEARCH GRANT THE FEINSTEIN INSTITUTES FOR MED RES 350 COMMUNITY DR MANHASSET NY 11030 112673595 501(C)(3) 20000 0 RESEARCH GRANT OTTAWA HOSPITAL RESEARCH INSTITUTE 1053 CARLING AVE OTTAWA ONTARIO CA K1Y 4E9 980454111 501(C)(3) 20044 0 RESEARCH GRANT MERCY HEALTH FOUNDATION- 14528 S OUTER 40 SUITE 100 CHESTERFIELD MO 63017 200901499 501(C)(3) 19800 0 RESEARCH GRANT CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD LOS ANGELES CA 90048 951644600 501(C)(3) 25000 0 RESEARCH GRANT UNIVERSITY OF CHICAGO 5235 S HARPER COURTH 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 8044 0 RESEARCH GRANT 40 6 PART I, LINE 2: RESEARCH GRANT APPLICATIONS ARE SOLICITED FROM THE AOFAS MEMBERSHIP FOR GRANTS UP TO $50,000. GRANT RECIPIENTS ARE TO SUBMIT INTERIM AND FINAL REPORTS ON THEIR RESEARCH PROJECTS. PAST GRANT RECIPIENTS ARE SURVEYED ANNUALLY FOR INFORMATION ON THEIR PRESENTATIONS, PUBLICATIONS, AND AWARDS RELATED TO THE FUNDED RESEARCH. THE RONALD AND WENDY SMITH CLINICAL RESEARCH GRANTS FUNDS PROJECTS UP TO $25,000 PER GRANT CYCLE. GRANTS ARE OFFERED FOR PROSPECTIVE RESEARCH STUDIES OF HIGH CLINICAL IMPORTANCE. X X X X 0 0 0 0 0 0 0 0 0 ELAINE LEIGHTON EXECUTIVE DIRECTOR 399181 0 0 0 0 0 27000 0 25473 0 451654 0 0 0 CATHERINE POWERS DEVELOPMENT SENIOR MGR 127480 0 0 0 0 0 19719 0 10935 0 158134 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS EIGHT CLASSES OF MEMBERS: ACTIVE, ALLIED HEALTH/ASSOCIATE - BASIC SCIENCES, EMERITUS, CANDIDATE, SURGEON IN TRAINING, INTERNATIONAL, INTERNATIONAL SURGEON IN TRAINING, MD AFFILIATE, AND HONORARY. ACTIVE MEMBERS ARE ALLOWED TO VOTE, HOLD ELECTED OFFICE POSITIONS, AND SERVE ON COMMITTEES. CANDIDATE AND INTERNATIONAL MEMBERS ARE ALLOWED TO SERVE ON COMMITTEES BUT ARE NOT ELIGIBLE TO VOTE OR HOLD ELECTED OFFICE POSITIONS. ALLIED HEALTH/ASSOCIATE - BASIC SCIENCES, SURGEON IN TRAINING, EMERITUS, AND INTERNATIONAL SURGEON IN TRAINING MEMBERS ARE ALLOWED TO SERVE ON SELECT COMMITTEES AND HOLD AN EX-OFFICIO POSITION, BUT CAN NOT VOTE OR HOLD AN ELECTED OFFICE POSITION. ALL OTHER CLASSES OF MEMBERS ARE NOT ELIGIBLE TO VOTE, HOLD AN ELECTED OFFICE POSITION, OR SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE IS ELECTED BY MEMBERSHIP. MEMBERS ARE INVITED TO PROVIDE INPUT TO THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE PRESENTS ITS SLATE FOR OFFICERS AND DIRECTORS ON THE BOARD. AT THE ANNUAL BUSINESS MEETING THERE IS A CALL FOR NOMINATIONS FROM THE FLOOR. ELECTIONS ARE HELD AND BALLOTS ARE COUNTED BY TELLERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP APPROVES REVISIONS TO THE BYLAWS. THE BOARD APPROVES NEW MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD OF DIRECTORS APPROVES THE FORM 990 AT A BOARD MEETING BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATIONS PRACTICE FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IS THAT IF A POTENTIAL CONFLICT OF INTEREST ARISES, IT IS DISCLOSED BY USING THE AOFAS DISCLOSURE FORM. THE BOARD OF DIRECTORS AND OTHER KEY LEADERS COMPLETE AN ANNUAL ENHANCED DISCLOSURE FORM FOR REVIEW BY THE COMMITTEE ON OUTSIDE INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR HAS AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARED TO DATA ON COMPENSATION OF EXECUTIVE DIRECTORS WITH COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE EXECUTIVE DIRECTOR HAS A SIGNED LETTER OF AGREEMENT WITH AOFAS THAT DEFINES THE COMPENSATION FOR DEFINED PERIODS OF TIME AND ELIGIBILITY FOR A BONUS. A BONUS IS GIVEN ON DECISION OF THE EXECUTIVE COMMITTEE BASED ON THE ANNUAL REVIEW, IS REPORTED TO THE BOARD BY THE PRESIDENT, AND IS DOCUMENTED IN WRITING TO THE EXECUTIVE DIRECTOR BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PEO PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 183,243. MANAGEMENT AND GENERAL EXPENSES 104,087. FUNDRAISING EXPENSES 26,280. TOTAL EXPENSES 313,610. JOURNAL EDITING AND PUBLISHING: PROGRAM SERVICE EXPENSES 273,793. MANAGEMENT AND GENERAL EXPENSES 5,980. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 279,773. PATIENT EDUCATION VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 120. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 62,440. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,440. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 78,076. MANAGEMENT AND GENERAL EXPENSES 35,481. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,557. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ORTHOPAEDIC FOOT & ANKLE FOUNDATION 9400 WEST HIGGINS ROAD SUITE 220 ROSEMONT IL 60018 300234329 RESEARCH & EDUCATION IL 501(C)(3) LINE 7 AOFAS 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 ORTHOPAEDIC FOOT & ANKLE FOUNDATION C 1181803 FMV