ARTHROSCOPY ASSOCIATION OF NORTH AMERICA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTHROSCOPY ASSOCIATION OF NORTH AMERICA INC (EIN 36-3166049)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-21
- IRS object ID
- 202502949349301620
- Schema version
- 2024v5.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-21T13:56:24+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S Meyers Road Suite 500 | AddressLine1Txt |
| City | Oakbrook Terrace | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363166049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthroscopy Association of North America | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 8472922262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road No 200 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Alan Curtis | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8472922262 | PhoneNum |
| Signature | 2025-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anne White | PreparerPersonNm |
| PTIN | P01708202 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Preparation | 2025-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR ALAN CURTIS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W Higgins Road No 200 | AddressLine1Txt |
| City | Rosemont | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,447,021 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.aana.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION IS DEDICATED TO ADVANCING MINIMALLY INVASIVE SURGICAL EDUCATION, ADVOCACY AND SKILLS ASSESSMENT TO IMPROVE PATIENT CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,898,100 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,838,183 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,079,327 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,958,358 | CYProgramServiceRevenueAmt |
| PY Investment Income | $136,841 | PYInvestmentIncomeAmt |
| CY Investment Income | $157,561 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,931,900 | PYOtherRevenueAmt |
| CY Other Revenue | $1,993,766 | CYOtherRevenueAmt |
| PY Total Revenue | $9,046,168 | PYTotalRevenueAmt |
| CY Total Revenue | $8,947,868 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $725,606 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $660,269 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,027,530 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,117,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,540,521 | PYOtherExpensesAmt |
| CY Other Expenses | $5,582,109 | CYOtherExpensesAmt |
| PY Total Expenses | $9,293,657 | PYTotalExpensesAmt |
| CY Total Expenses | $9,360,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$247,489 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$412,352 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,920,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,567,056 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,291,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,500,461 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,628,622 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,066,595 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE ARTHROSCOPY ASSOCIATION OF NORTH AMERICA IS TO ADVANCE THE ART AND SCIENCE OF ARTHROSCOPY AND MINIMALLY INVASIVE SURGERY THROUGH EDUCATION, SKILLS ASSESSMENT AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,519,334 | ExpenseAmt |
| Revenue | $1,646,573 | RevenueAmt |
| Desc | ANNUAL AND INTERIM MEETINGS-THE ASSOCIATION HOLDS MEETINGS FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS FOR THE PURPOSE OF DISCUSSING CURRENT TOPICS IN ARTHROSCOPIC SURGERY VIA CLINICAL PAPERS, COURSES AND SYMPOSIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,296,442 | ExpenseAmt |
| Revenue | $879,692 | RevenueAmt |
| Desc | SURGICAL SKILLS COURSES- THE ASSOCIATION PRESENTS COURSES ON ARTHROSCOPIC SURGICAL SKILLS, DIAGNOSIS, TREATMENT AND FOLLOW-UP. A PORTION OF THE GRANTS ARE SUPPORT OF A RELATED ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,030,406 | ExpenseAmt |
| Revenue | $2,459,352 | RevenueAmt |
| Desc | THE ASSOCIATION PRODUCES AND PROVIDES EDITORIAL DIRECTION TO A JOURNAL FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS TO INCREASE THE LEVEL OF UNDERSTANDING IN THE FIELD OF ARTHROSCOPY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $3,300,685 | $1,555,253 | OTHER PROGRAMS | |
| $1,082,125 | $304,485 | THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. | $660,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $4,382,810 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $660,269 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,859,738 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,228,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 111 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472922262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 200 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN CURTIS MD | ||||||||
| PRESIDENT | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JASON DRAGOO MD | ||||||||
| TREASURER | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN KELLY MD | ||||||||
| 1ST VICE PRESIDENT | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOHN TOKISH MD | ||||||||
| IMEDIATE PAST PRESIDENT | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOSEPH TAURO MD | ||||||||
| SECRETARY | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN BONNER MD | ||||||||
| 2ND VICE PRESIDENT | 2.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| AARON KRYCH MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| AUGUSTUS MAZZOCCA MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| DON BUFORD MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JAMES STONE MD | ||||||||
| PAST PRESIDENT | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| JEANNE PATZKOWSKI MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN PLANCHER MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ALBERTON MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL O'BRIEN MD | ||||||||
| DIRECTOR | 2.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINE NOGAL | ||||||||
| CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER | 40.0 | 1.0 | Yes (X) | $199,956 | $0 | $59,085 | ||
| Laura Downes | ||||||||
| CHEIF EXECUTIVE OFFICER | 40.0 | 1.0 | Yes (X) | $449,012 | $0 | $61,224 | ||
| DENNIS SIENA | ||||||||
| VICE PRESIDENT OF FINANCE | 40.0 | 0.0 | $202,105 | $0 | $59,046 | Yes (X) | ||
| FRANCES PARK | ||||||||
| DIRECTOR OF MEETINGS | 40.0 | 0.0 | $134,793 | $0 | $27,398 | Yes (X) | ||
| KIM SANTANIELLO | ||||||||
| Vice President of Education and Research | 40.0 | 0.0 | $176,327 | $0 | $45,141 | Yes (X) | ||
| LYNNSEY RUIZ | ||||||||
| SR MANAGER OF MARKETING AND MEMBERSHIP | 40.0 | 0.0 | $102,798 | $0 | $38,414 | Yes (X) | ||
| TERRI BRUCE | ||||||||
| DIRECTOR OF DEVELOPMENT | 1.0 | 40.0 | $128,219 | $0 | $23,555 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,393,210 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $313,863 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| IASC IASC LLC | |||||
| PO Box 1830 | Ranchos de Taos | NM | 87557 | JOURNAL EDITOR | $446,000 |
| SL STRATEGIES | |||||
| 2618 30TH ST NW | WASHINGTON | DC | 20008 | LOBBYING | $192,000 |
| MICHAEL ROSSI MD | |||||
| 707 N EMERSON AVE | WENATCHEE | WA | 98801 | JOURNAL EDITOR | $140,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $308,886 | RelatedOrganizationsAmt |
| Government Grants | $1,009,997 | GovernmentGrantsAmt |
| All Other Contributions | $519,300 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $1,838,183 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Educational meetings | 611600 | $1,723,126 | $1,723,126 | $0 | $0 |
| Membership dues | 611600 | $1,969,650 | $1,969,650 | $0 | $0 |
| Masters experience courses | 611600 | $613,517 | $613,517 | $0 | $0 |
| Editorial support | 611600 | $583,440 | $583,440 | $0 | $0 |
| Application/initiation fees | 611600 | $25,125 | $25,125 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,500 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,958,358 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $66,486 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,886,997 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,886,997 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,590,228 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,499,153 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,075 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,075 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Management Fee revenue | 525900 | $75,867 | $0 | $0 | $75,867 |
| Gain on Investment | 525900 | $30,902 | $0 | $0 | $30,902 |
| $0 | $0 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,769 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,947,868 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,845,355 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $264,330 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $619,769 | TotalAmt |
| Program Services | $619,769 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,500 | TotalAmt |
| Program Services | $40,500 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $769,277 | TotalAmt |
| Program Services | $632,574 | ProgramServicesAmt |
| Management And General | $136,703 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,692,776 | TotalAmt |
| Program Services | $1,390,396 | ProgramServicesAmt |
| Management And General | $302,380 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,498 | TotalAmt |
| Program Services | $100,939 | ProgramServicesAmt |
| Management And General | $21,559 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,483 | TotalAmt |
| Program Services | $305,547 | ProgramServicesAmt |
| Management And General | $62,936 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,808 | TotalAmt |
| Program Services | $139,541 | ProgramServicesAmt |
| Management And General | $25,267 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,577 | TotalAmt |
| Program Services | $3,038 | ProgramServicesAmt |
| Management And General | $14,539 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,723 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $59,723 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,000 | TotalAmt |
| Program Services | $192,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,102 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $32,102 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,029,062 | TotalAmt |
| Program Services | $1,028,091 | ProgramServicesAmt |
| Management And General | $971 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,352 | TotalAmt |
| Program Services | $121,352 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,779 | TotalAmt |
| Program Services | $98,304 | ProgramServicesAmt |
| Management And General | $17,475 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,516 | TotalAmt |
| Program Services | $186,516 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564,426 | TotalAmt |
| Program Services | $381,014 | ProgramServicesAmt |
| Management And General | $183,412 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,016 | TotalAmt |
| Program Services | $503,837 | ProgramServicesAmt |
| Management And General | $17,179 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,778 | TotalAmt |
| Program Services | $2,234,382 | ProgramServicesAmt |
| Management And General | $16,396 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,335 | TotalAmt |
| Program Services | $1,107 | ProgramServicesAmt |
| Management And General | $111,228 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,376 | TotalAmt |
| Program Services | $19,478 | ProgramServicesAmt |
| Management And General | $64,898 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Service & Admin Fees | $120,676 | $74,743 | $45,933 | $0 |
| License Fees & Taxes | $42,493 | $33,583 | $8,910 | $0 |
| Dues & Subscriptions | $20,216 | $20,216 | $0 | $0 |
| Maintenance and Repairs | $333 | $0 | $333 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,349 | TotalAmt |
| Program Services | $102,065 | ProgramServicesAmt |
| Management And General | $9,284 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,360,220 | TotalAmt |
| Program Services | $8,228,992 | ProgramServicesAmt |
| Management And General | $1,131,228 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,490 | BOYAmt |
| EOY | $952,471 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,484,684 | BOYAmt |
| EOY | $2,473,567 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,227 | BOYAmt |
| EOY | $9,227 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,661 | BOYAmt |
| EOY | $441,718 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,042,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $907,320 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,706 | BOYAmt |
| EOY | $135,487 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,794,665 | BOYAmt |
| EOY | $6,782,616 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,723 | BOYAmt |
| EOY | $1,771,970 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,920,156 | BOYAmt |
| EOY | $12,567,056 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,245,579 | BOYAmt |
| EOY | $1,504,956 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,656,762 | BOYAmt |
| EOY | $1,769,125 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,193 | BOYAmt |
| EOY | $1,226,380 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,291,534 | BOYAmt |
| EOY | $4,500,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,628,622 | BOYAmt |
| EOY | $8,066,595 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,628,622 | BOYAmt |
| EOY | $8,066,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,920,156 | BOYAmt |
| EOY | $12,567,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$412,352 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $850,325 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,152,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,322,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,814,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,898,100 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,838,183 | CurrentTaxYearAmt |
| Total | $10,025,539 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,941,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,666,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,843,474 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,910,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,845,355 | CurrentTaxYearAmt |
| Total | $24,207,157 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,093,130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,989,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,658,030 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,808,385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,683,538 | CurrentTaxYearAmt |
| Total | $34,232,696 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $980,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,309,997 | CurrentTaxYearAmt |
| Total | $3,216,569 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $16,336 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $925,857 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $980,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,309,997 | CurrentTaxYearAmt |
| Total | $3,232,905 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $30,999,791 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,682,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,914,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,486 | CurrentTaxYearAmt |
| Total | $5,564,735 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,682,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846,042 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,914,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $55,108 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,486 | CurrentTaxYearAmt |
| Total | $5,564,735 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $157,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,769 | CurrentTaxYearAmt |
| Total | $396,063 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,775,557 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,866,443 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,730,266 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,964,435 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,856,793 | CurrentTaxYearAmt |
| Total | $40,193,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77126 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75891 | PublicSupportPY509Pct |
| Investment Income CY | 0.14 | InvestmentIncomeCYPct |
| Investment Income PY | 0.19 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - PARTNERSHIP INCOME, COLUMN A - 0.0, COLUMN B - 30788.0, COLUMN C - 64309.0, COLUMN D - 8202.0, COLUMN E - 30902.0, COLUMN F - 134201.0; DESCRIPTION - MANAGEMENT FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 93255.0, COLUMN D - 92740.0, COLUMN E - 75867.0, COLUMN F - 261862.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $192,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $192,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES AN INDEPENDENT CONTRACTOR TO HELP LOBBY CONGRESS ABOUT RELEVANT GRANTS/FUNDING USED IN FURTHERING THEIR EXEMPT PURPOSE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $150,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $123,072 | DepreciationAmt |
| Book Value | $27,692 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $892,043 | OtherCostOrOtherBasisAmt |
| Depreciation | $784,248 | DepreciationAmt |
| Book Value | $107,795 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $135,487 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Right-of-use assets - operating leases | $974,142 |
| Investment - Ortho Properties, LLC | $797,828 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,771,970 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| Operating lease liabilities, net | $975,262 |
| Deferred compensation | $251,118 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,226,380 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | ASC 740 FOOTNOTE | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| North America (Canada & Mexico only) | 0 | 0 | Grantmaking | N/A | $37,500 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | N/A | $2,000 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | N/A | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $40,500 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $40,500 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Research Grant - NA | North America (Canada & Mexico only) | 2 | $37,500 | CHECK |
| Scholarship - EU | Europe (Including Iceland and Greenland) | 1 | $2,000 | CHECK |
| Scholarship - East Asia/Pacific | East Asia and the Pacific | 1 | $1,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds | MEMBERSHIP 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 statements | EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual |
| Schedule F, Part III Method used to account for expenditures on org's financial statements | EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Geneva Foundation | ||||||||
| PO Box 84212 | Seattle | WA | 981245512 | 911593913 | 501(c)(3) | $156,250 | GENERAL SUPPORT | |
| Henry M Jackson Foundation | ||||||||
| 6720 Rockledge Drive Suite 100 | Bethesda | MD | 20817 | 521313011 | 501(c)(3) | $62,500 | GENERAL SUPPORT | |
| Piedmont Orthopaedic Foundation | ||||||||
| 4717 John Scott Drive | Lynchburg | VA | 24503 | 581272768 | 501(c)(3) | $50,000 | GENERAL SUPPORT | |
| Rush University Medical Center | ||||||||
| 75 Remittance Dr Ste 6807 | Chicago | IL | 60675 | 362174823 | 501(c)(3) | $44,798 | GENERAL SUPPORT | |
| Cleveland Clinic Education Foundation | ||||||||
| PO Box 931531 | Cleveland | OH | 44193 | 340714585 | 501(c)(3) | $18,424 | GENERAL SUPPORT | |
| Duke University Attn E Berthold | ||||||||
| DUMC Box 2806 S Orange Zone | Durham | NC | 27710 | 560532129 | 501(c)(3) | $17,326 | GENERAL SUPPORT | 5th Fl Rm 5338 |
| DiFelice Foundation for Orthopaedics Inc | ||||||||
| 515 East 72nd Street | New York | NY | 10021 | 844093185 | 501(c)(3) | $12,500 | GENERAL SUPPORT | |
| The Trustees of Columbia University in the City of New York | ||||||||
| PO Box 29789 | New York | NY | 100899789 | 135598093 | 501(c)(3) | $12,500 | GENERAL SUPPORT | General Post Office |
| University of Wisconsin - Madison GAR Account | ||||||||
| Office of Research Sponsored Prog | Madison | WI | 532780538 | 391805963 | 501(c)(3) | $12,500 | GENERAL SUPPORT | Drawer 538 |
| Houston Methodist Hospital | ||||||||
| Orthopedics Sports Med Jessica W | Houston | TX | 77030 | 571201170 | 501(c)(3) | $12,222 | GENERAL SUPPORT | 6445 Main St Ste 2300 |
| American Sports Medicine Institute | ||||||||
| 833 St Vincents Dr | Birmingham | AL | 35205 | 630952490 | 501(c)(3) | $11,848 | GENERAL SUPPORT | Suite 205 |
| Kerlan Jobe Orthopaedic Foundation | ||||||||
| 6801 Park Terrace Suite 140 | Los Angeles | CA | 90045 | 954707606 | 501(c)(3) | $11,848 | GENERAL SUPPORT | |
| Steadman Philippon Research Institute | ||||||||
| 181 W Meadow Dr Ste 1000 | Vail | CO | 81657 | 880245022 | 501(c)(3) | $11,677 | GENERAL SUPPORT | |
| Mississippi Sports Medicine Foundation | ||||||||
| PO Drawer 16870 | Jackson | MS | 39236 | 640869099 | 501(c)(3) | $9,874 | GENERAL SUPPORT | |
| Southern California Orthopedic | ||||||||
| Research Education | Van Nuys | CA | 91405 | 953706499 | 501(c)(3) | $9,874 | GENERAL SUPPORT | 6815 Noble Avenue |
| NYU School of Medicine | ||||||||
| Attn William M Runkle | New York | NY | 10003 | 135562308 | 501(c)(3) | $7,070 | GENERAL SUPPORT | 301 E 17th St |
| MedStar Union Memorial Hospital | ||||||||
| Attn Trish Koehle | Baltimore | MD | 21218 | 520591685 | 501(c)(3) | $6,869 | GENERAL SUPPORT | 3333 N Calvert St Ste 400 JPB |
| New England Baptist Hospital | ||||||||
| 125 Parker Hill Ave | Boston | MA | 02120 | 042103612 | 501(c)(3) | $6,869 | GENERAL SUPPORT | |
| NYU Langone Medical Ctr-HJD | ||||||||
| 301 E 17th Street | New York | NY | 10003 | 133971298 | 501(c)(3) | $5,924 | GENERAL SUPPORT | Suite 1402 |
| San Diego Arthroscopy & Sports Medicine Fellowship AKRI | ||||||||
| 6719 Alvarado Rd Ste 200 | San Diego | CA | 92120 | 330102987 | 501(c)(3) | $5,924 | GENERAL SUPPORT | |
| The Regents of the University of California San Francisco | ||||||||
| UCSF Orthopaedic Institute | San Francisco | CA | 94158 | 946036493 | 501(c)(3) | $5,924 | GENERAL SUPPORT | 1500 Owens St BOX 3004 |
| Andrews Research & Education Foundation | ||||||||
| 1020 Gulf Breeze Pkwy | Golf Breeze | FL | 32561 | 465182138 | 501(c)(3) | $5,838 | GENERAL SUPPORT | |
| Ochsner Clinic Foundation | ||||||||
| 1514 Jefferson Highway | New Orleans | LA | 70121 | 720502505 | 501(c)(3) | $5,838 | GENERAL SUPPORT | BH 607 |
| The University of Texas Health Science Center at Houston | ||||||||
| Attn AGT014254 | Dallas | TX | 753031418 | 741761309 | 501(c)(3) | $5,838 | GENERAL SUPPORT | PO Box 301418 |
| University of Colorado Denver | ||||||||
| Grants and Contracts 222999 - MB | Denver | CO | 802910238 | 846000555 | 501(c)(3) | $5,838 | GENERAL SUPPORT | PO Box 910238 |
| infinite health Collaborative | ||||||||
| 4200 Dahlberg Drive | Golden Valley | MN | 55422 | 411861374 | 501(c)(3) | $5,750 | GENERAL SUPPORT | |
| Boston Children's Hospital Trust | ||||||||
| Attn Michelle Martens | Boston | MA | 02215 | 042774441 | 501(c)(3) | $5,152 | GENERAL SUPPORT | 401 Park Drive Suite 602 |
| Sports Medicine Fellowship Fund | ||||||||
| 925 Chestnut St | Philadelphia | PA | 19107 | 222620085 | 501(c)(3) | $5,152 | GENERAL SUPPORT | 5th Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds | FormAndLineReferenceDesc |
| Explanation | THE MANAGER OF MEMBER 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Laura Downes | ||||||||||||||
| CHEIF EXECUTIVE OFFICER | $407,795 | $0 | $40,000 | $0 | $1,217 | $0 | $29,370 | $0 | $31,854 | $0 | $510,236 | $0 | $0 | $0 |
| CHRISTINE NOGAL | ||||||||||||||
| CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER | $193,775 | $0 | $6,000 | $0 | $181 | $0 | $14,861 | $0 | $44,224 | $0 | $259,041 | $0 | $0 | $0 |
| DENNIS SIENA | ||||||||||||||
| VICE PRESIDENT OF FINANCE | $195,833 | $0 | $6,000 | $0 | $272 | $0 | $14,871 | $0 | $44,175 | $0 | $261,151 | $0 | $0 | $0 |
| KIM SANTANIELLO | ||||||||||||||
| Vice President of Education and Research | $175,241 | $0 | $0 | $0 | $1,086 | $0 | $13,428 | $0 | $31,713 | $0 | $221,468 | $0 | $0 | $0 |
| FRANCES PARK | ||||||||||||||
| DIRECTOR OF MEETINGS | $134,209 | $0 | $0 | $0 | $584 | $0 | $10,305 | $0 | $17,093 | $0 | $162,191 | $0 | $0 | $0 |
| TERRI BRUCE | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $127,231 | $0 | $0 | $0 | $988 | $0 | $7,240 | $0 | $16,315 | $0 | $151,774 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 3,300,685 including grants of $)(Revenue $ 1,555,253) OTHER PROGRAMS |
| Form 990, Part III, Line 4a-4c Description of program services | (Expenses $ 1,082,125 including grants of $ 660,269)(Revenue $ 304,485) THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | THE ASSOCIATION CONSISTS OF DUES PAYING MEMBERS WHO ELECT A BOARD OF DIRECTORS TO GOVERN THE ASSOCIATION. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | A NOMINATION COMMITTEE IS CHOSEN BY THE MEMBERS. THE NOMINATION COMMITTEE CREATES A SLATE OF CANDIDATES FOR THE VARIOUS POSITIONS OF THE BOARD OF DIRECTORS. THE MEMBERS THEN VOTE ON THOSE POSITIONS FROM THE SLATE ALONG WITH AN OPPORTUNITY TO NOMINATE FROM THE FLOOR. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | MEMBERS MUST APPROVE ANY CHANGE IN THE ASSOCIATION BYLAWS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | FORM 990 IS CIRCULATED ELECTRONICALLY IN ADVANCE OF FILING TO THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD OF DIRECTORS MAY MAKE INQUIRIES OF THE ASSOCIATION STAFF ASSIGNED TO ITS PREPARATION OR OF THE INDEPENDENT AUDITORS WHO PREPARED THE RETURN. |
| Form 990, Part VI, Line 12c Conflict of interest policy | THOSE INDIVIDUALS ARE REQUIRED TO MAKE ANNUAL STATEMENTS ON THE AAOS WEBSITE. THE ASSOCIATION USES THIS INFORMATION AND DISTRIBUTES IT TO ALL BOARD MEMBERS IN ADVANCE OF ALL MEETINGS INCLUDING COMMITTEE MEETINGS. AS A FIRST MATTER OF BUSINESS, THE CHAIRMAN OF THE MEETING SOLICITS A VERBAL CONFIRMATION OF THE CONFLICT OF INTEREST INFORMATION CONTAINED IN THE MEETING AGENDA BOOKLET AND REQUIRES THE MEMBERS TO MAKE A VERBAL STATEMENT AS TO ANY CHANGES TO THE PRESENTED INFORMATION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | NONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE COMPENSATED THEREFORE, THE PROCESS INCLUDES ONLY THE EXECUTIVE DIRECTOR (CEO) AND ASSOCIATION STAFF. THE PROCESS IS THE SAME FOR THE CEO AND ASSOCIATION STAFF. THE PROCESS IS INTEGRAL WITH THE BUDGET PROCESS, INITIALLY COMPENSATION IS REVIEWED BY THE CEO AND EXECUTIVE VICE PRESIDENT. TO INSURE THAT COMPENSATION IS APPROPRIATE, A COMPARISON TO A SURVEY TAKEN BY THE ASSOCIATION FORUM (A CHICAGO BASED ASSOCIATION OF ASSOCIATIONS), SPECIFICALLY COMPARED TO ASSOCIATIONS OF SIMILAR BUDGET SIZE, MEMBERSHIP COMPOSITION AND GEOGRAPHIC DEMOGRAPHICS. AN ATTEMPT IS MADE TO APPROXIMATE THE MEDIAN SALARY AND MEDIAN BONUS AT EACH POSITION. ANNUAL INCREASES ARE PEGGED TO THE CONSUMER PRICE INDEX. THIS PERCENTAGE IS APPLIED TO THE SURVEY RESULTS TO PROVIDE THE COMPENSATION BUDGETED FOR THE FOLLOWING YEAR. THE SCHEDULE OF PROPOSED COMPENSATION IS SUBMITTED TO THE FINANCE COMMITTEE, WHICH REVIEWS THE PROPOSED COMPENSATION ALONG WITH INTERVIEWS OF THE STAFF IF WARRANTED. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS AS PART OF THE ADOPTION OF THE BUDGET FOR THE FORTHCOMING YEAR. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | COMPENSATION REVIEWS ARE COMPLETED ON AN ANNUAL BASIS FOR ALL STAFF BY THE CEO AND DIRECTOR/VP OF FINANCE. THE CEO'S CONTRACT IS REVIEWED EACH YEAR BY THE ASSOCIATION PRESIDENT. |
| Form 990, Part VI, Line 19 Required documents available to the public | GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Form 990, Part VIII, Line 2f Other Program Service Revenue | OTHER PROGRAM SERVICE REVENUE - Total Revenue: 43500, Related or Exempt Function Revenue: 43500, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; |
| Form 990, Part IX, Line 11g Other Fees | Other Professional Fees - Total Expense: 1029062, Program Service Expense: 1028091, Management and General Expenses: 971, Fundraising Expenses: 0; |
| Schedule I, Part I, Line 2 | THE MANAGER OF MEMBER 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 R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD | AddressLine1Txt |
| Address Line2 | SUITE 200 | AddressLine2Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262136165 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND | ||
| C | $308,886 | CASH |
| ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND | ||
| O | $292,561 | TIME ALLOCATION |
| ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND | ||
| Q | $170,893 | CASH |