2022-08-09T12:42:34-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2021-01-01 237087029 AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY INC AMER 8476984654 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 CHRISTOPHER W DIGIOVANNI MD PRESIDENT 8476984654 2022-07-07 1 CHRISTOPHER DIGIOVANNI MD 999009999 JAMES R THOMAS P00095586 6305738600 2022-07-07 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTOPHER W DIGIOVANNI 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 6893271 0 X WWW.AOFAS.ORG X 2006 IL IMPROVING LIVES THROUGH EXCEPTIONAL ORTHOPAEDIC FOOT AND ANKLE CARE. 11 11 17 480 60600 0 1164639 1623654 1554659 2731041 58701 627118 1441961 1323348 4219960 6305161 620087 658114 0 0 1696248 1819418 0 0 137870 1887472 2680387 4203807 5157919 16153 1147242 3243550 3436824 885155 568701 2358395 2868123 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 3525624 658114 2676441 SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES RELATED TO MEDICAL CARE OF THE FOOT AND ANKLE. 2,500 INDIVIDUALS SERVED. 3525624 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 14 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 CHRISTOPHER W DIGIOVANNI MD PRESIDENT 2.00 1.00 X X 0 0 0 BRYAN D DEN HARTOG MD PRESIDENT-ELECT 2.00 1.00 X X 0 0 0 MICHAEL S ARONOW MD VICE PRESIDENT 2.00 1.00 X X 0 0 0 DAVID B THORDARSON MD TREASURER 2.00 1.00 X X 0 0 0 SHELDON S LIN MD SECRETARY 2.00 1.00 X X 0 0 0 BRUCE COHEN MD IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 0 0 0 WILLIAM C MCGARVEY MD PAST PRESIDENT 2.00 1.00 X X 0 0 0 JONATHON BACKUS MD MEMBER-AT-LARGE 2.00 0.00 X 0 0 0 REBECCA CERRATO MD MEMBER-AT-LARGE 2.00 0.00 X 0 0 0 JUSTIN K GREISBERG MD MEMBER-AT-LARGE 2.00 0.00 X 0 0 0 JAMES R HOLMES MD MEMBER-AT-LARGE 2.00 0.00 X 0 0 0 J CHRIS COETZEE MD MEMBER-AT-LARGE THRU 09/2021 2.00 0.00 X 0 0 0 CASEY J HUMBYRD MD MEMBER-AT-LARGE THRU 09/2021 2.00 0.00 X 0 0 0 KENNETH J HUNT MD MEMBER-AT-LARGE THRU 09/2021 2.00 0.00 X 0 0 0 ELAINE LEIGHTON EXECUTIVE DIRECTOR 45.00 5.00 X 358286 0 56078 HAZEL ORELUK DIRECTOR OF RESEARCH 39.00 1.00 X 121261 0 31512 CATHERINE POWERS DEVELOPMENT SENIOR MGR 39.00 1.00 X 127600 0 27367 SHELLY ENCHER DIRECTOR OF MEMBERSHIP & OUTREACH 39.00 1.00 X 116385 0 30892 ALENA FREY DIRECTOR OF EDUCATION & MEETINGS 39.00 1.00 X 126765 0 27330 850297 0 173179 5 0 1 0 CHARLES L SALTZMAN 590 WAKARA WAY SALT LAKE CITY UT 84108 JOURNAL EDITOR 232650 1 845333 332121 446200 1623654 MEMBERSHIP DUES 561000 1079917 1079917 EXHIBIT INCOME 561000 799700 799700 REGISTRATION INCOME 561000 765624 765624 ADVERTISING INCOME 561000 85800 25200 60600 2731041 81420 81420 1308528 1308528 1133808 588110 545698 545698 545698 WEBSITE 561000 8013 8013 IFFAS MANAGEMENT FEE 561000 6000 6000 MISCELLANEOUS 561000 807 807 14820 6305161 2676441 60600 1944466 X 658114 658114 414364 269129 118691 26544 1300050 844279 371665 84106 105004 68253 30451 6300 22403 6945 15458 93241 93241 8583 8583 627841 515496 95070 17275 53903 6140 47763 139300 27310 111990 244183 95013 149170 172237 172237 135363 115576 19787 774735 731912 42823 81417 32805 44967 3645 33681 13515 20166 DUES AND SUBSCRIPTIONS 147278 141062 6216 INTERCOMPANY ALLOCATION 142237 142237 PROFESSIONAL DEVELOPMEN 3985 75 3910 5157919 3525624 1494425 137870 402678 254326 30282 11331 21347 22361 19716 168012 211153 327104 255280 76427 71824 2300245 2750937 107204 46711 155292 30528 3243550 3436824 145286 167733 126624 130199 613245 212706 0 58063 885155 568701 X 2058919 2696347 299476 171776 2358395 2868123 3243550 3436824 1147242 -637514 0 X X 0 1 X 1 0 X 233240 940800 1424850 1164639 1623654 5387183 463559 3422512 3375368 1778288 2737041 11776768 696799 4363312 4800218 2942927 4360695 17163951 5100 240500 299582 125025 181200 851407 0 5100 240500 299582 125025 181200 851407 16312544 388437 1409585 1261531 1270420 1392862 5722835 388437 1409585 1261531 1270420 1392862 5722835 3000 4036 6077 8822 21935 1085236 5775897 6065785 4219424 5762379 22908721 0.71210 0.69670 0.24980 0.26480 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 274698 2907 11793 265812 281995 3703 11000 274698 0.35000 0.17000 0.48000 0 0 135232 80403 54829 77224 60229 16995 114648 114648 0 71824 DEFERRED RENT 58063 58063 X PART X, LINE 2: THE SOCIETY'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. IN EVALUATING THE SOCIETY'S ACTIVITIES, MANAGEMENT BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS BASED ON CURRENT FACTS AND CIRCUMSTANCES AND THERE HAVE BEEN NO UNCERTAIN POSITIONS TAKEN RELATED TO RECORDING INCOME TAXES. THE SOCIETY IS STILL OPEN TO EXAMINATION BY U.S. TAX AUTHORITIES FROM 2017 FORWARD. FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020, THERE WERE NO INTEREST OR PENALTIES RECORDED IN THE CONSOLIDATED STATEMENTS OF ACTIVITIES AND CHANGE IN NET ASSETS RELATED TO UNCERTAIN TAX POSITIONS. 1 BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVENUE 3RD FLOOR BOSTON MA 02116 042312909 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT CAMPBELL FOUNDATION 1400 S GERMANTOWN RD GERMANTOWN TN 38138 620548038 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT CEDARS-SINAI MEDICAL CENTER 8700 BEVERLY BLVD NORTH TOWER SUITE 2416 LOS ANGELES CA 90048 951644600 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT DUKE UNIVERSITY 2200 W MAIN STREET SUITE 300 DURHAM NC 27705 560532129 501(C)(3) 33455 0 2021 FELLOWSHIP GRANT EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 580566256 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT INSTITUTE FOR FOOT AND ANKLE ADVANCEMENT 2922 TELESTAR COURT FALLS CHURCH VA 22042 461547130 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT MASSACHUSETTS GENERAL HOSPITAL 52 SECOND AVENUE BLUE BUILDING SUITE 1150 WALTHAM MA 02451 041564655 501(C)(3) 25091 0 2021 FELLOWSHIP GRANT MEDSTAR UNION MEMORIAL 201 EAST UNIVERSITY PKWY JPB 400 BALTIMORE MD 21218 520591685 501(C)(3) 33455 0 2021 FELLOWSHIP GRANT MERCY HEALTH FOUNDATION 301 SAINT PAUL PLACE 15TH FLOOR BALTIMORE MD 21202 520591658 501(C)(3) 33455 0 2021 FELLOWSHIP GRANT NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 042103612 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT NEW YORK SOCIETY FOR THE RELIEF OF THE RUPTURED AND CRIPPLED 535 EAST 70TH STREET NEW YORK NY 10021 131624135 501(C)(3) 25091 0 2021 FELLOWSHIP GRANT NORTHWESTERN UNIVERSITY 750 N LAKE SHORE DRIVE RUBLOFF 7TH FLOOR CHICAGO IL 60611 362167817 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT ORTHOCAROLINA RESEARCH INSTITUTE 2001 VAIL AVENUE SUITE 300 CHARLOTTE NC 28207 010648145 501(C)(3) 33455 0 2021 FELLOWSHIP GRANT ORTHOPAEDIC ASSOCIATES OF GRAND RAPIDS REI 1111 LEFFINGWELL AVE NE STE 100 GRAND RAPIDS MI 49525 203879278 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT PENN STATE COLLEGE OF MEDICINE 500 UNIVERSITY DR PO BOX 850 HERSHEY PA 17033 246000376 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE VA 22904 546001796 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT RHODE ISLAND HOSPITAL 593 EDDY ST ALDRICH BUILDING ROOM 132 PROVIDENCE RI 02903 050258954 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT ROC FOUNDATION 555 NORTH ARLINGTON AVE RENO NV 89503 880278047 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT ROTHMAN ORTHOPAEDICS 925 CHESTNUT ST 5TH FLOOR PHILADELPHIA PA 19107 222620085 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT RUSH UNIVERSITY MEDICAL CENTER 1611 WEST HARRISON STE 300 CHICAGO IL 60612 362174823 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT STEADMAN PHILIPPON RESEARCH INSTITUTE 181 WEST MEADOW DRIVE SUITE 1000 VAIL CO 81657 880245022 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT THE CLEVELAND CLINIC FOUNDATION 39500 EUCLID AVE CLEVELAND OH 44195 340714585 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT TWIN CITIES ORTHOPEDICS FOUNDATION 4010 WEST 65TH STREET EDINA MN 55435 830435069 501(C)(3) 8363 0 2021 FELLOWSHIP GRANT UAB DEPARTMENT OF ORTHOPAEDIC SURGERY 1313 13TH STREET SOUTH SUITE 226 BIRMINGHAM AL 35205 636005396 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 80291 846000555 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT UNIVERSITY OF IOWA 118 S CLINTON STREET IOWA CITY IA 52242 426004813 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT UNIVERSITY OF PITTSBURGH PHYSICIANS DEPT OF ORTHOPAEDIC SURGERY 128 N CRAIG STREET PITTSBURGH PA 15260 232919472 501(C)(3) 25091 0 2021 FELLOWSHIP GRANT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVENUE BOX 665 ROCHESTER NY 14642 161598826 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 6410 FANNIN STREET HOUSTON TX 77030 741761309 501(C)(3) 16727 0 2021 FELLOWSHIP GRANT UNIVERSITY OF UTAH SCHOOL OF MEDICINE 590 WAKARA WAY SALT LAKE CITY UT 84108 876000525 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT WASHINGTON UNIVERSITY CAMPUS BOX 1034 700 ROSEDALE AVENUE ST LOUIS MO 63112 430653611 501(C)(3) 8364 0 2021 FELLOWSHIP GRANT DUKE UNIVERSITY DEPT OF ORTHOPAEDIC SURGERY 2200 W MAIN STREET SUITE 300 DURHAM NC 27705 560532129 501(C)(3) 19994 0 RESEARCH GRANT MASSACHUSETTS GENERAL HOSPITAL 52 SECOND AVENUE BLUE BUILDING SUITE 1150 WALTHAM MA 02451 041564655 501(C)(3) 38120 0 RESEARCH GRANT THE UNIVERSITY OF ALABAMA 500 22ND ST S STE 406B BIRMINGHAM AL 35233 630649108 501(C)(3) 20000 0 RESEARCH GRANT UNIVERSITY OF CHICAGO 5235 S HARPER COURTH 4TH FLOOR CHICAGO IL 60615 362177139 501(C)(3) 25000 0 RESEARCH GRANT UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 80291 846000555 501(C)(3) 20000 0 RESEARCH GRANT UNIVERSITY OF PITTSBURGH 128 N CRAIG STREET PITTSBURGH PA 15260 232919472 501(C)(3) 50000 0 RESEARCH GRANT AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS 9400 W HIGGINS RD NO 500 ROSEMONT IL 60018 362110592 501(C)(3) 25000 0 HEALTH POLICY GRANT 38 0 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 316911 0 41375 0 0 0 23200 0 32878 0 414364 0 0 0 CATHERINE POWERS DEVELOPMENT SENIOR MGR 125100 0 2500 0 0 0 10208 0 17159 0 154967 0 0 0 ALENA FREY DIRECTOR OF EDUCATION & MEETINGS 123265 0 3500 0 0 0 10141 0 17189 0 154095 0 0 0 HAZEL ORELUK DIRECTOR OF RESEARCH 118761 0 2500 0 0 0 9701 0 21811 0 152773 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 187,145. MANAGEMENT AND GENERAL EXPENSES 83,495. FUNDRAISING EXPENSES 17,275. TOTAL EXPENSES 287,915. JOURNAL EDITING AND PUBLISHING: PROGRAM SERVICE EXPENSES 232,650. MANAGEMENT AND GENERAL EXPENSES 9,600. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 242,250. PATIENT EDUCATION VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 14,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,000. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 56,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,000. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 25,701. MANAGEMENT AND GENERAL EXPENSES 1,975. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,676. 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 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 ORTHOPAEDIC FOOT & ANKLE FOUNDATION C 845333 FMV ORTHOPAEDIC FOOT & ANKLE FOUNDATION B 142237 FMV