2025-09-03T09:32:05-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2024-01-01 237182780 AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE AMER 8472924900 9400 W HIGGINS ROAD SUITE 300 ROSEMONT IL 60018 DR ROBIN WEST TREASURER 8472924900 2025-08-29 1 1 MELISSA STRUCK P01310867 6305738600 2025-08-29 2024 2025-03-06 01:10:19Z DR ROBIN WEST 9400 W HIGGINS ROAD SUITE 300 ROSEMONT IL 60018 12736517 0 X WWW.SPORTSMED.ORG X 1973 IL THE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (THE SOCIETY) IS A NONPROFIT CORPORATION WHICH DEVELOPS AND DISSEMINATES KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE. 11 11 29 431 561929 86933 113926 84886 8710375 8488158 54787 590130 96485 100077 8975573 9263251 635958 933004 0 0 4084448 3935137 0 0 115928 6040946 5673687 10761352 10541828 -1785779 -1278577 18461973 19465319 3265494 5124570 15196479 14340749 X THE 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. 0 0 3134676 2725303 CONFERENCES, MEETINGS AND EDUCATION: ANNUAL AND INTERIM MEETINGS HELD TO DISCUSS CURRENT TOPICS AND ADVANCEMENTS IN THE FIELD OF SPORTS MEDICINE. 1795418 2711714 PUBLICATIONS: 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. 1732872 933004 2489212 MISCELLANEOUS PROJECTS AND PROGRAMS IN THE FIELD OF SPORTS MEDICINE DESIGNED TO CARRY OUT THE SOCIETY'S MISSION. 6662966 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 61 0 29 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X GREG DUMMER 8472924900 9400 W HIGGINS ROAD NO 300 ROSEMONT IL 60018 CHRISTOPHER C KAEDING MD PRESIDENT 1.00 X X 0 0 0 ERIC C MCCARTY MD PRESIDENT-ELECT 1.00 X X 0 0 0 RICK W WRIGHT MD VICE PRESIDENT 1.00 X X 0 0 0 JEFFREY R DUGAS MD SECRETARY 1.00 X X 0 0 0 ROBIN V WEST MD TREASURER 1.00 X X 0 0 0 DEAN C TAYLOR MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MARK D MILLER MD PAST PRESIDENT 1.00 X X 0 0 0 MIHO JEAN TANAKA MD PHD MEMBER AT LARGE 1.00 X 0 0 0 STEVEN B COHEN MD MEMBER AT LARGE 1.00 X 0 0 0 LANCE E LECLERE MD MEMBER AT LARGE 1.00 X 0 0 0 BRIAN R WOLF MD MS EX-OFFICIO 1.00 X 0 0 0 CASSANDRA LEE MD EX-OFFICIO 1.00 X 0 0 0 C BENJAMIN MA MD EX-OFFICIO 1.00 X 0 0 0 BRUCE REIDER MD EXEC. EDITOR MED. PUB. 40.00 X 548929 0 43233 GREG DUMMER CAE CEO 40.00 X 376635 0 47084 CHRISTINA TOMASO CAE COO 40.00 X 181056 0 16564 LYNETTE CRAFT PHD SENIOR DIRECTOR, RESEARCH 40.00 X 145600 0 14326 JAMES JANKOVEC DIRECTOR, IT 40.00 X 135766 0 13790 ANDREA MITCHELL DIRECTOR, MARKETING 40.00 X 126594 0 13790 JENNIFER RAMION DIRECTOR, RESIDENT & FELLOWS EDU. 40.00 X 140475 0 14159 MELANIE STANTON SENIOR DIRECTOR, CORP. DEV. 40.00 X 150000 0 14905 1805055 0 177851 9 0 1 0 FREEMAN AUDIO VISUAL PO BOX 734596 DALLAS TX 75373 AV SERVICES 541929 OLC 9400 W HIGGINS RD STE 100 ROSEMONT IL 60018 COURSE HOSTING AND LAB FEES 376927 HYATT REGENCY DENVER 650 15TH ST DENVER CO 80202 CONFERENCE SERVICES 220713 EDWARD WOJTYS 6235 HELLNER ROAD ANN ARBOR MI 48105 EDITORIAL SERVICES 218556 SERVICE AMERICA CORPORATION 700 14TH STREET DENVER CO 80202 CONFERENCE VENDING SERVICES 188794 12 84886 84886 PUBLISHING INCOME 611430 2711714 2149785 561929 MEMBERSHIP DUES 611430 2526203 2526203 EDUCATIONAL EVENTS 611430 1813833 1813833 INDUSTRY SPONSORSHIP 611430 1436408 1436408 8488158 486049 486049 88254 0 88254 88254 88254 3577347 3473266 104081 104081 104081 MISCELLANEOUS 900099 11823 11823 11823 9263251 7926229 561929 690207 889508 889508 33496 33496 10000 10000 1213501 546075 667426 1957331 895441 1061890 240123 108056 132067 283966 127785 156181 240216 109245 130971 34318 5487 28831 170727 27299 143428 72147 72147 114448 8345 106103 87521 79833 7688 245080 100731 144349 597861 228811 369050 464148 389887 74261 2356486 2356486 234696 234696 EDITORIAL SUPPORT 276540 276540 DUES, REGISTRATIONS, AN 271855 154753 117102 LABORATORY SERVICES 141805 141805 UNRELATED BUSINESS INCO 32000 32000 574055 173383 284744 115928 10541828 6662966 3762934 115928 2244834 1795746 1379818 918290 1237628 1671083 1383062 1123783 482833 259279 11057752 10913794 1711649 1780840 347459 2126287 18461973 19465319 1383544 1328910 1489142 1679201 392808 2116459 3265494 5124570 X 12759386 12583815 2437093 1756934 15196479 14340749 18461973 19465319 -1278577 422847 0 X X 0 1 X 1 0 X 2347116 1804152 1861521 113926 84886 6211601 4841873 6147066 6427595 8180150 7926229 33522913 7188989 7951218 8289116 8294076 8011115 39734514 1710618 28550 8300 9950 12600 1770018 103410 103410 1814028 28550 8300 9950 12600 1873428 37861086 351384 871501 452313 474326 574303 2723827 351384 871501 452313 474326 574303 2723827 161017 116941 93816 94649 86933 553356 18563 5750 5897 11823 42033 7701390 8958223 8840995 8868948 8684174 43053730 0.87940 0.86780 0.06330 0.06350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2021 AMOUNT: $ 18,563. 2022 AMOUNT: $ 5,750. 2023 AMOUNT: $ 5,897. 2024 AMOUNT: $ 11,823. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22000 22000 10519828 10541828 677091 169273 0 0 567760 664637 688068 677091 2597556 3896334 22000 22000 22000 22000 88000 141940 166159 172017 169273 649389 974084 937302 49001 986303 894813 77422 34933 937302 991264 58726 -113934 41243 894813 900548 32739 115090 57113 991264 799815 41825 82408 23500 900548 0.68260 0.31740 1 0 90064 90064 0 1292998 1033719 259279 259279 INVESTMENT IN PARTNERSHIPS 1780840 C 1780840 DEPOSITS 24836 RIGHT OF USE ASSET 2101451 2126287 SECURITY DEPOSITS 11947 RIGHT OF USE LIABILITY - OPERATING LEASE 2104512 2116459 X 9613951 422847 422847 9191104 72147 72147 9263251 10469681 0 10469681 72147 72147 10541828 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. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 10000 0 0 0 0 0 0 10000 0 10000 NORTH AMERICA GRANT 10000 WIRE 0 1 0 0 0 0 0 0 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. 1 3B MEDICAL RESEARCH AND EDUCATION FOUNDATION INC 601 WALNUT STREET SUITE L50 PHILADELPHIA PA 19106 233084369 13200 0 RESEARCH PROJECT GRANT BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 150000 0 RESEARCH PROJECT GRANT CARILION MEDICAL CENTER RESEARCH AND DEVELOPMENT POBOX 12385 ROANOKE VA 24025 540506332 501(C)(3) 10000 0 RESEARCH PROJECT GRANT CURATORS OF THE UNIVERSITY OF MISSOURI 1100 VIRGINIA AVE COLUMBIA MO 65211 436003859 501(C)(3) 8000 0 RESEARCH PROJECT GRANT DETROIT EDUCATION AND RESEARCH 4201 ST ANTOINE STE UHC-9C DETROIT MI 48201 455124360 501(C)(3) 13200 0 RESEARCH PROJECT GRANT HOSPITAL FOR SPECIAL SURGERY 535 E 70TH STREET NEW YORK NY 10021 205563893 501(C)(3) 25000 0 RESEARCH PROJECT GRANT MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 25700 0 RESEARCH PROJECT GRANT MAYO CLINIC ARIZONA 13400 EAST SHEA BOULEVARD SCOTTSDALE AZ 85259 860800150 501(C)(3) 13200 0 RESEARCH PROJECT GRANT MISSISSIPPI SPORTS MEDICINE FOUNDATION PO DRAWER 16870 JACKSON MS 39236 640869099 501(C)(3) 13200 0 RESEARCH PROJECT GRANT NEW YORK UNIVERSITY 550 1ST AVENUE NEW YORK NY 10016 135562308 501(C)(3) 13200 0 RESEARCH PROJECT GRANT NYU LANGONE DEPARTMENT OF ORTHOPEDIC SURGERY 301 EAST 17TH STREET 14TH FLOOR SUITE 1402 NEW YORK NY 10003 135562308 501(C)(3) 25000 0 RESEARCH PROJECT GRANTRESEARCH PROJECT GRANT OHIO STATE UNIVERSITY 901 WOOD HAYES DRIVE 2020 BLANKENSHIP HALL COLUMBUS OH 43210 316025986 501(C)(3) 13200 0 RESEARCH PROJECT GRANT OREF 9400 W HIGGINS RD STE 215 ROSEMONT IL 60018 366006143 501(C)(3) 359548 0 RESEARCH PROJECT GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 405 HILGARD AVENUE BOX 957089 1125 MURPHY LOS ANGELES CA 90095 956006143 501(C)(3) 13200 0 RESEARCH PROJECT GRANT THE BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM DRAWER 538 MILWAUKEE WI 53278 396006492 501(C)(3) 25000 0 RESEARCH PROJECT GRANT THE NEMOURS FOUNDATION 10140 CENTURION PARKWAY NORTH JACKSONVILLE FL 32256 590634433 501(C)(3) 41000 0 RESEARCH PROJECT GRANT TRIA ORTHOPEDIC CENTER PROGRAM 8170 33RD AVENUE SOUTH PO BOX 1309 MINNEAPOLIS MN 55440 411670163 501(C)(3) 13200 0 RESEARCH PROJECT GRANT UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 90074 946036493 501(C)(3) 24000 0 RESEARCH PROJECT GRANT UNIVERSITY OF PITTSBURGH PO BOX 640458 PITTSBURGH PA 15264 250965591 501(C)(3) 24000 0 RESEARCH PROJECT GRANT UNIVERSITY OF ROCHESTER 910 GENESEE STREET SUITE 200 ROCHESTER NY 14611 160743209 501(C)(3) 15960 0 RESEARCH PROJECT GRANT UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BUILDING SUITE 205 LOS ANGELES CA 90089 951642394 501(C)(3) 13200 0 RESEARCH PROJECT GRANT UNIVERSITY OF UTAH 201 S PRESIDENTS CIRCLE SALT LAKE CITY UT 84112 876000525 501(C)(3) 12500 0 RESEARCH PROJECT GRANT UT SOUTHWESTERN MEDICAL CENTER PO BOX 841765 1950 N STEMMONS FREEWAY STE 5010 DALLAS TX 75207 756002868 501(C)(3) 25000 0 RESEARCH PROJECT GRANT 22 1 HONORARIUM 13 33496 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. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 BRUCE REIDER MD EXEC. EDITOR MED. PUB. 548929 0 0 0 0 0 20625 0 22608 0 592162 0 0 0 GREG DUMMER CAE CEO 376635 0 0 0 0 0 27500 0 19584 0 423719 0 0 0 CHRISTINA TOMASO CAE COO 181056 0 0 0 0 0 0 0 16564 0 197620 0 0 0 LYNETTE CRAFT PHD SENIOR DIRECTOR, RESEARCH 145600 0 0 0 0 0 0 0 14326 0 159926 0 0 0 JENNIFER RAMION DIRECTOR, RESIDENT & FELLOWS EDU. 140475 0 0 0 0 0 0 0 14159 0 154634 0 0 0 MELANIE STANTON SENIOR DIRECTOR, CORP. DEV. 150000 0 0 0 0 0 0 0 14905 0 164905 0 0 0 PART I, LINE 1A FIRST 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 4B THE FOLLOWING INDIVIDUALS RECEIVED AN ALLOCATION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: BRUCE REIDER: $50,000 AND GREG DUMMER: $30,000 FORM 990, PART VI, SECTION A, LINE 6 ACTIVE 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 7A NOMINATIONS 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 11B THE 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 12C BOARD 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 15 REVIEW 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 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE 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.