ORTHOPEDIC TRAUMA ASSOCIATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ORTHOPEDIC TRAUMA ASSOCIATION INC (EIN 68-0074461)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201923189349303952
- Schema version
- 2018v3.1
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T10:18:16-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363856676 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DRIVE SUITE 760 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680074461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC TRAUMA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTH | BusinessNameControlTxt |
| Phone | 8476981631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD STE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS LUNDY MD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8476981631 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD PORTER | PreparerPersonNm |
| PTIN | P01058119 | PTIN |
| Phone | 8472401040 | PhoneNum |
| Preparation | 2019-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.0.228.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 13:00:28 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0D888A5CCFD577F3CC35280D1FA9C37209A7F7BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM M RICCI MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD STE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,493,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OTA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION IS ORGANIZED AND OPERATED FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO AUGMENT INVESTIGATIVE KNOWLEDGE OF ORTHOPAEDIC TRAUMA AND THE PREVENTION OF DISORDERS OF THE MUSCULOSKELETAL SYSTEM RELATED TO TRAUMA, ENCOURAGEMENT OF TEACHING AND EDUCATION IN ORTHOPAEDIC TRAUMA, AND PROMOTION OF SPECIALIZED TRAINING FOR MEDICAL AND PARAMEDICAL PERSONNEL IN ORTHOPAEDIC TRAUMA. ACTIVITIES ARE FUNDED BY CONTRIBUTIONS, DUES, ANNUAL MEETING REVENUE AND FEES CHARGED FOR EDUCATIONAL ACTIVITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $119,545 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $96,824 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $354,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $403,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,914,593 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,134,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $335,572 | PYInvestmentIncomeAmt |
| CY Investment Income | $418,642 | CYInvestmentIncomeAmt |
| PY Other Revenue | $483,281 | PYOtherRevenueAmt |
| CY Other Revenue | $536,819 | CYOtherRevenueAmt |
| PY Total Revenue | $5,087,965 | PYTotalRevenueAmt |
| CY Total Revenue | $5,493,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $716,555 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $689,468 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,020,033 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $994,485 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,452,844 | PYOtherExpensesAmt |
| CY Other Expenses | $2,740,126 | CYOtherExpensesAmt |
| PY Total Expenses | $4,189,432 | PYTotalExpensesAmt |
| CY Total Expenses | $4,424,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $898,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,069,313 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,936,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,252,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,348,435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,538,962 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,587,988 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,713,482 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ASSOCIATION IS ORGANIZED AND OPERATED FOR EDUCATIONAL AND SCIENTIFIC PURPOSES TO AUGMENT INVESTIGATIVE KNOWLEDGE OF ORTHOPAEDIC TRAUMA AND THE PREVENTION OF DISORDERS OF THE MUSCULOSKELETAL SYSTEM RELATED TO TRAUMA, ENCOURAGEMENT OF TEACHING AND EDUCATION IN ORTHOPAEDIC TRAUMA, AND PROMOTION OF SPECIALIZED TRAINING FOR MEDICAL AND PARAMEDICAL PERSONNEL IN ORTHOPAEDIC TRAUMA. ACTIVITIES ARE FUNDED BY CONTRIBUTIONS, DUES, ANNUAL MEETING REVENUE AND FEES CHARGED FOR EDUCATIONAL ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,092,526 | ExpenseAmt |
| Revenue | $2,275,922 | RevenueAmt |
| Desc | ANNUAL MEETINGS FOR MEMBERS-SYMPOSIA AND LECTURES ON ORTHOPAEDIC TRAUMA | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $741,833 | ExpenseAmt |
| Revenue | $925,571 | RevenueAmt |
| Desc | VARIOUS RESIDENT'S COURSES ARE DESIGNED TO EDUCATE RESIDENTS ON ORTHOPAEDIC TRAUMA TOPICS, AVAILABLE IN-HOUSE, ON THE INTERNET AND BY CD-ROM | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $689,468 | ExpenseAmt |
| Grant | $689,468 | GrantAmt |
| Desc | GRANTS FOR RESEARCH ON TOPICS IN ORTHOPAEDIC TRAUMA | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $241,855 | ExpenseAmt |
| Revenue | $932,699 | RevenueAmt |
| Desc | VARIOUS MEMBER SERVICES, INCLUDING PROVIDING SUBSCRIPTIONS TO THE JOURNAL OF ORTHOPAEDIC TRAUMA | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $241,855 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $932,699 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,765,682 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN CASWELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8476981631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD SUITE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM M RICCI MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID C TEAGUE MD | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL D MCKEE MD | ||||||
| 2ND PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER A VALLIER MD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDAN M PATTERSON MD | ||||||
| CFO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN A OLSEN MD | ||||||
| IMM PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THEODORE MICLAU III MD | ||||||
| 2ND PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHAD P COLES MD | ||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD B JONES MD FACS | ||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NIRMAL C TEJWANI MD FRCS | ||||||
| MEMBER AT LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN CASWELL CAE | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $160,834 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $160,834 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $403,739 | AllOtherContributionsAmt |
| Total Contributions | $403,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ANNUAL MEETING REVENUE | 611430 | $2,275,922 | $2,275,922 |
| MEMBERSHIP DUES | 813910 | $932,699 | $932,699 |
| COURSES REVENUE | 611430 | $741,661 | $741,661 |
| FELLOWSHIP ACCREDITATI | 611430 | $96,000 | $96,000 |
| SPECIALTY DAY | 611430 | $87,910 | $87,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,134,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $418,642 | TotalRevenueColumnAmt |
| Exclusion | $418,642 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $432,536 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111,545 | UnrelatedBusinessRevenueAmt |
| Exclusion | $320,991 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $76,472 | $8,000 | $68,472 |
| RESEARCH GRANT RETURNE | 900099 | $27,811 | $27,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $104,283 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,493,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,134,192 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $119,545 | UnrelatedBusinessRevenueAmt |
| Exclusion | $835,916 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $539,551 | TotalAmt |
| Program Services | $539,551 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,917 | TotalAmt |
| Program Services | $149,917 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,834 | TotalAmt |
| Management And General | $160,834 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,969 | TotalAmt |
| Management And General | $602,969 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,612 | TotalAmt |
| Management And General | $163,612 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,070 | TotalAmt |
| Management And General | $67,070 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,002 | TotalAmt |
| Management And General | $24,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,550 | TotalAmt |
| Management And General | $67,550 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,232 | TotalAmt |
| Management And General | $23,232 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461 | TotalAmt |
| Management And General | $461 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,897 | TotalAmt |
| Management And General | $8,897 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,233 | TotalAmt |
| Program Services | $21,071 | ProgramServicesAmt |
| Management And General | $62,162 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,876 | TotalAmt |
| Management And General | $63,876 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859,430 | TotalAmt |
| Program Services | $1,840,427 | ProgramServicesAmt |
| Management And General | $19,003 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,862 | TotalAmt |
| Management And General | $83,862 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,040 | TotalAmt |
| Management And General | $10,040 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| JOURNAL PUBLISHING | $211,450 | $211,450 | |
| COMMITTEES | $127,578 | $127,578 | |
| BANK FEES | $69,796 | $69,796 | |
| INCOME TAX | $28,469 | $28,469 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,250 | TotalAmt |
| Program Services | $3,266 | ProgramServicesAmt |
| Management And General | $74,984 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,424,079 | TotalAmt |
| Program Services | $2,765,682 | ProgramServicesAmt |
| Management And General | $1,658,397 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,677,708 | BOYAmt |
| EOY | $2,904,388 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $648,776 | BOYAmt |
| EOY | $265,253 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,746 | BOYAmt |
| EOY | $90,626 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $660,704 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $237,260 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,429 | BOYAmt |
| EOY | $423,444 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,130,790 | BOYAmt |
| EOY | $8,562,759 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,974 | BOYAmt |
| EOY | $5,974 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,936,423 | BOYAmt |
| EOY | $12,252,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,953 | BOYAmt |
| EOY | $1,194,532 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,772 | BOYAmt |
| EOY | $236,216 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,710 | BOYAmt |
| EOY | $108,214 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,435 | BOYAmt |
| EOY | $1,538,962 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,690,640 | BOYAmt |
| EOY | $10,120,273 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $876,348 | BOYAmt |
| EOY | $572,209 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,587,988 | BOYAmt |
| EOY | $10,713,482 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,936,423 | BOYAmt |
| EOY | $12,252,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,069,313 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$943,819 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
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 | $1,551,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,487,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $354,519 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $403,739 | CurrentTaxYearAmt |
| Total | $4,269,202 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,660,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,584,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,550,564 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,832,632 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,134,192 | CurrentTaxYearAmt |
| Total | $16,762,935 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,018 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,817 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,285 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,283 | CurrentTaxYearAmt |
| Total | $344,847 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,237,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,128,591 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,072,926 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,303,436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,634,214 | CurrentTaxYearAmt |
| Total | $21,376,984 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $21,376,984 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $702,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $739,633 | CurrentTaxYearAmt |
| Total | $2,078,267 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,599 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,785 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,682 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $702,568 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $739,633 | CurrentTaxYearAmt |
| Total | $2,078,267 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,756 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $72,211 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,302 | CurrentTaxYearAmt |
| Total | $193,269 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,446,416 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,350,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,282,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,078,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,491,149 | CurrentTaxYearAmt |
| Total | $23,648,520 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.90390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92810 | PublicSupportPY509Pct |
| Investment Income CY | 0.08790 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,066 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,345 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $37,721 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,482 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $584 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $39,066 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,439 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,043 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $38,482 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,470 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$31 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $35,439 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,790 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,359 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $1,679 | AdministrativeExpensesAmt |
| End Year Balance | $35,470 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44320 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55680 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $175,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,502 | DepreciationAmt |
| Book Value | $114,219 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $436,864 | OtherCostOrOtherBasisAmt |
| Depreciation | $155,027 | DepreciationAmt |
| Book Value | $281,837 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,119 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,731 | DepreciationAmt |
| Book Value | $27,388 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $423,444 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED LEASE OBLIGATION | Desc |
| Amt | $108,214 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,214 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,509,691 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$943,819 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$943,819 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,453,510 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $23,232 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $16,650 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $39,882 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,493,392 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,384,197 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,384,197 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $23,232 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $16,650 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $39,882 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,424,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION HAS ENDOWMENT FUNDS ESTABLISHED FOR EDUCATIONAL PURPOSES, INCLUDING BOTH DONOR-RESTRICTED FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS. THE ASSOCIATION CAN ONLY EXPEND DONOR-RESTRICTED ENDOWMENT FUNDS UPON THE FULFILLMENT OF ANY DONOR-IMPOSED RESTRICTIONS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR RESIDENT GRANT RELINQUISHED |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PRIOR YEAR RESIDENT GRANT RELINQUISHED |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 0 | 0 | GRANT MAKING | RESEARCH | $119,917 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | GRANT MAKING | RESEARCH | $30,000 |
| 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 | $149,917 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $149,917 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| NORTH AMERICA | RESEARCH | $20,000 | CHECK |
| NORTH AMERICA | RESEARCH | $20,000 | CHECK |
| NORTH AMERICA | RESEARCH | $79,917 | CHECK |
| EUROPE (INCLUDING ICELAND & GREENLAND) | RESEARCH | $30,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH A RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PITTSBURGH | |||||||
| 3100 CATHEDRAL OF LEARNING | PITTSBURGH | PA | 15260 | 250965591 | 501C3 | $20,000 | RESEARCH |
| NYU SCHOOL OF MEDICINE | |||||||
| PO BOX 415026 | BOSTON | MA | 02241 | 135562308 | 501C3 | $20,000 | RESEARCH |
| UNIVERSITY OF MARYLAND | |||||||
| 100 S PENN STREET SUITE 515C | BALTIMORE | MD | 21201 | 526002033 | 501C3 | $199,579 | RESEARCH |
| UNIVERSITY OF UTAH | |||||||
| 590 WAKARA WAY | SALT LAKE CITY | UT | 84106 | 876000525 | 501C3 | $12,349 | RESEARCH |
| THE UNIVERSITY OF ARIZONA | |||||||
| 1303 E UNIVERSITY BLVD BOX 3 | TUCSON | AZ | 85719 | 742652689 | 501C3 | $19,744 | RESEARCH |
| STANFORD UNIVERSITY | |||||||
| PO BOX 44253 | SAN FRANCISCO | CA | 94144 | 941156365 | 501C3 | $20,000 | RESEARCH |
| MASSACHUSETTS GENERAL HOSPITAL - RESEARCH | |||||||
| PO BOX 414876 | BOSTON | MA | 02241 | 041564655 | 501C3 | $17,066 | RESEARCH |
| THE METROHEALTH SYSTEM | |||||||
| PO BOX 73308 | CLEVELAND | OH | 44193 | 346607695 | 501C3 | $20,000 | RESEARCH |
| MORE FOUNDATION | |||||||
| PO BOX 87535 | PHOENIX | AZ | 85080 | 731373231 | 501C3 | $79,208 | RESEARCH |
| UNIVERSITY OF IOWA | |||||||
| 118 SOUTH CLINTON STREET | IOWA CITY | IA | 52242 | 426004813 | 501C3 | $79,286 | RESEARCH |
| THE HENRY M JACKSON FOUNDATION FOR THE ADVANCEMENT OF MILITARY MEDICINE INC | |||||||
| 6720A ROCKLEDGE DR STE 100 | BETHESDA | MD | 20817 | 521317896 | 501C3 | $49,819 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 11 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH A RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN CASWELL CAE | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $160,834 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $160,834 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | ORGANIZED WITH MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS IS ELECTED BY MEMBERS |
| FORM 990, PART VI, SECTION B, LINE 11B | AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE ASSOCIATION'S FORM 990 AND SUBMITS THE FORM TO THE ASSOCIATION FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL VOTING MEMBERS OF THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ON THE FORM BY THE CFO AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA AND INTERNAL ACCOUNTANT FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO THE CFO FOR THE FINAL REVIEW AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL MEMBERS PRESENT AT THE ANNUAL MEETING ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST, WHICH ARE PRINTED IN THE MEETING PROGRAM BOOK. IN ADDITION, ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ALL POSSIBLE CONFLICTS PRIOR TO EACH BOARD AND COMMITTEE MEETING. MEMBERS THAT REFUSE TO SIGN THE DISCLOSURE STATEMENT ARE FORBIDDEN TO ATTEND THE MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS REVIEWS NON-PROFIT PAYROLL DATA IN DETERMINING THE EXECUTIVE DIRECTOR'S COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD SUITE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300550076 | EIN |
| Primary Activities | ED/RESRCH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |