JOURNAL OF BONE AND JOINT SURGERY INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JOURNAL OF BONE AND JOINT SURGERY INC (EIN 04-2104359)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349301455
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T09:27:38-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02116 | 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 | 042104359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOURNAL OF BONE AND JOINT | BusinessNameLine1Txt |
| Business Name Line2 | SURGERY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOUR | BusinessNameControlTxt |
| Phone | 7814499780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SANDFORD | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7814499780 | PhoneNum |
| Signature | 2019-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | PhoneNum |
| Preparation | 2019-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-07 | IPDt |
| IP Tm | 11:56:25 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AAFE5242E44AA74A98A743050A15125E154A43A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL SANDFORD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,307,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JBJS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THE CORPORATION IS TO PUBLISH SCIENTIFIC INFORMATION, ESPECIALLY INFORMATION ABOUT ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL CONDITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $2,650 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$6,265 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,802,478 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,961,446 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,905,490 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,128,986 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$86,603 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,621,365 | PYTotalRevenueAmt |
| CY Total Revenue | $9,090,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $67,046 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,220,294 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,133,383 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,921,276 | PYOtherExpensesAmt |
| CY Other Expenses | $4,606,215 | CYOtherExpensesAmt |
| PY Total Expenses | $8,191,570 | PYTotalExpensesAmt |
| CY Total Expenses | $11,806,644 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,429,795 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,716,212 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,531,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,711,144 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,956,749 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,984,549 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,574,547 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,726,595 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PURPOSE OF THE CORPORATION IS TO PUBLISH SCIENTIFIC INFORMATION, ESPECIALLY INFORMATION ABOUT ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL CONDITIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,142,556 | ExpenseAmt |
| Grant | $67,046 | GrantAmt |
| Revenue | $7,676,136 | RevenueAmt |
| Desc | PUBLICATION OF SCIENTIFIC MEDICAL JOURNALS ENTITLED "THE JOURNAL OF BONE AND JOINT SURGERY" (24 ISSUES, PRINT AND ONLINE), "JBJS OPEN ACCESS", "JBJS REVIEWS", "ESSENTIAL SURGICAL TECHNIQUES", "JOURNAL OF ORTHOPAEDICS FOR PHYSICIAN ASSISTANTS", AND "CASE CONNECTOR." | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $814,967 | ExpenseAmt |
| Revenue | $282,660 | RevenueAmt |
| Desc | PROVISION OF CONTINUING MEDICAL EDUCATION (CME) AND RECERTIFICATION ACTIVITIES FOR PHYSICIANS AND RESIDENTS RELATED TO JBJS' MEDICAL JOURNALS, A LIVE WEBINAR SERIES, AND VIRTUAL RECERTIFICATION COURSE THAT ASSISTS PHYSICIANS IN THEIR RECERTIFICATION PROCESS, AND JBJS CLINICAL CLASSROOM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,957,523 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | 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 | Yes (1) | 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 | 0 | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL SANDFORD CEO | PersonNm |
| Phone | 7814331211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREW WEILAND MD | ||||||||
| CHAIRMAN | 6.00 | Yes (X) | Yes (X) | $32,100 | $0 | $0 | ||
| JAMES KASSER MD | ||||||||
| VICE-CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $26,100 | $0 | $0 | ||
| TERRY LIGHT MD | ||||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $29,800 | $0 | $0 | ||
| JOSHUA JACOBS MD | ||||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $20,550 | $0 | $0 | ||
| DANIEL BERRY MD | ||||||||
| TREASURER ELECT | 3.00 | Yes (X) | $21,200 | $0 | $0 | |||
| RICHARD GELBERMAN MD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $19,600 | $0 | $0 | |||
| PETER STERN MD | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $21,600 | $0 | $0 | |||
| LESLIE ALTICK | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $21,200 | $0 | $0 | |||
| JANICE MCCALLUM | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $18,800 | $0 | $0 | |||
| JAMES BEATY MD | ||||||||
| PAST CHAIRMAN | 3.00 | Yes (X) | $18,800 | $0 | $0 | |||
| FRANK CUTITTA | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES CARPENTER | ||||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL SANDFORD | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $423,681 | $0 | $50,391 | |||
| JASON MILLER | ||||||||
| EXECUTIVE PUBLISHER | 40.00 | $296,959 | $0 | $50,543 | Yes (X) | |||
| BETSY BELLAR | ||||||||
| DIRECTOR, PUBLISHING | 40.00 | $207,030 | $0 | $32,461 | Yes (X) | |||
| MARK GOLDSTEIN | ||||||||
| DIRECTOR, PRODUCT MANAGEMENT | 40.00 | $184,460 | $0 | $44,600 | Yes (X) | |||
| KATHRYN SHEA | ||||||||
| DIRECTOR OF IT | 40.00 | $155,508 | $0 | $32,912 | Yes (X) | |||
| LLOYD RESNICK | ||||||||
| DEVELOPMENTAL EDITOR | 40.00 | $134,027 | $0 | $11,172 | Yes (X) | |||
| AMY BORDIUK | ||||||||
| MANAGING EDITOR | 40.00 | $105,261 | $0 | $80,068 | Yes (X) | |||
| ALLAN HARPER | ||||||||
| MANAGING EDITOR | 40.00 | $101,743 | $0 | $33,259 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,838,419 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,406 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF MN PHYSICIANS | |||||
| 720 WASHINGTON AVE ST 200 | MINNEAPOLIS | MN | 55414 | CONTRACT EDITOR | $473,411 |
| FOCUS TECHNOLOGY | |||||
| 2 LIBERTY SQUARE F7 | BOSTON | MA | 02109 | INFORMATION TECHNOLOGY | $199,442 |
| ADVANTAGE CS | |||||
| 3850 RANCHERO DRIVE | ANN ARBOR | MI | 48108 | SOFTWARE COMPANY | $148,529 |
| CENTRIC CONSULTING LLC | |||||
| PO BOX 75581 | CLEVELAND | OH | 44101 | TECHNOLOGY SERVICES | $148,229 |
| KAUFMAN WILLS FUSTING | |||||
| 1010 STREEPER ST S | BALTIMORE | MD | 21224 | EDITORIAL SERVICES | $136,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PUBLICATION OF MEDICAL JOURNALS | 511120 | $7,678,786 | $7,676,136 | $2,650 |
| CONTINUING MEDICAL EDUCATION | 511120 | $282,660 | $282,660 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,961,446 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $714,985 | TotalRevenueColumnAmt |
| Exclusion | $714,985 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,631,401 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,217,400 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $414,001 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $414,001 | TotalRevenueColumnAmt |
| Exclusion | $414,001 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,090,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,958,796 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,650 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,128,986 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,046 | TotalAmt |
| Program Services | $67,046 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $941,690 | TotalAmt |
| Program Services | $476,940 | ProgramServicesAmt |
| Management And General | $464,750 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,328,746 | TotalAmt |
| Program Services | $1,946,756 | ProgramServicesAmt |
| Management And General | $381,990 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,305,456 | TotalAmt |
| Program Services | $3,231,605 | ProgramServicesAmt |
| Management And General | $73,851 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $369,089 | TotalAmt |
| Program Services | $315,371 | ProgramServicesAmt |
| Management And General | $53,718 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,402 | TotalAmt |
| Program Services | $158,196 | ProgramServicesAmt |
| Management And General | $30,206 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,658,323 | TotalAmt |
| Program Services | $1,658,323 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,660 | TotalAmt |
| Management And General | $157,660 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,940 | TotalAmt |
| Management And General | $63,940 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,700 | TotalAmt |
| Management And General | $31,700 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,986 | TotalAmt |
| Program Services | $176,942 | ProgramServicesAmt |
| Management And General | $69,044 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,716 | TotalAmt |
| Program Services | $179,716 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,147 | TotalAmt |
| Management And General | $41,147 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $545,295 | TotalAmt |
| Program Services | $529,339 | ProgramServicesAmt |
| Management And General | $15,956 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,420 | TotalAmt |
| Program Services | $64,420 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,776 | TotalAmt |
| Program Services | $274,221 | ProgramServicesAmt |
| Management And General | $68,555 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $396,125 | TotalAmt |
| Program Services | $223,644 | ProgramServicesAmt |
| Management And General | $172,481 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,668 | TotalAmt |
| Program Services | $541,442 | ProgramServicesAmt |
| Management And General | $129,226 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,426 | TotalAmt |
| Management And General | $44,426 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PRINTING & PUBLICATIONS | $65,106 | $65,106 | |
| TELEPHONE | $37,422 | $37,422 | |
| RECRUITING & TRAINING | $30,816 | $11,022 | $19,794 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,689 | TotalAmt |
| Program Services | $12 | ProgramServicesAmt |
| Management And General | $30,677 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,806,644 | TotalAmt |
| Program Services | $9,957,523 | ProgramServicesAmt |
| Management And General | $1,849,121 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,544,858 | BOYAmt |
| EOY | $4,970,204 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,314 | BOYAmt |
| EOY | $66,488 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,336 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $953,272 | BOYAmt |
| EOY | $939,673 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,648,852 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $612,315 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,065 | BOYAmt |
| EOY | $1,036,537 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,704,256 | BOYAmt |
| EOY | $22,003,835 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $732,973 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $931,964 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,032,531 | BOYAmt |
| EOY | $939,134 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,531,296 | BOYAmt |
| EOY | $31,711,144 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,083,228 | BOYAmt |
| EOY | $1,364,253 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,388,491 | BOYAmt |
| EOY | $9,200,356 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,485,030 | BOYAmt |
| EOY | $419,940 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,956,749 | BOYAmt |
| EOY | $10,984,549 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,574,547 | BOYAmt |
| EOY | $20,726,595 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,574,547 | BOYAmt |
| EOY | $20,726,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,531,296 | BOYAmt |
| EOY | $31,711,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,716,212 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,166,880 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,035,140 | 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 |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,749,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,668,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,833,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,800,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,958,796 | CurrentTaxYearAmt |
| Total | $37,010,488 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,749,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,668,194 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,833,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,800,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,958,796 | CurrentTaxYearAmt |
| Total | $37,010,488 | 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) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,429,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,610,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,847,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,005,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,298,229 | CurrentTaxYearAmt |
| Total | $26,191,705 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,429,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,610,792 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,847,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,005,365 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,298,229 | CurrentTaxYearAmt |
| Total | $26,191,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $10,818,783 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $790,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $806,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $808,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $659,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $714,985 | CurrentTaxYearAmt |
| Total | $3,779,016 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $790,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $806,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $808,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $659,212 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $714,985 | CurrentTaxYearAmt |
| Total | $3,779,016 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,540,354 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,474,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,641,097 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,459,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,673,781 | CurrentTaxYearAmt |
| Total | $40,789,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.26520 | PublicSupportCY509Pct |
| Public Support PY509 | 0.36750 | PublicSupportPY509Pct |
| Investment Income CY | 0.09260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09410 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests PY509 | Yes (X) | ThirtyThrPctSuprtTestsPY509Ind |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $279,455 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,545 | DepreciationAmt |
| Book Value | $240,910 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $267,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $192,976 | DepreciationAmt |
| Book Value | $74,911 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,101,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $380,794 | DepreciationAmt |
| Book Value | $720,716 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,036,537 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED COMPENSATION | $309,495 |
| DEFERRED LEASE PAYABLE | $110,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $419,940 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,923,552 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,166,880 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$2,166,880 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,090,432 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,090,432 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,771,504 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$3,035,140 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,035,140 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,806,644 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,806,644 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | JBJS ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. JBJS HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AS ITS ONLY SIGNIFICANT TAX POSITION. HOWEVER, JBJS HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN UNCERTAINTY REQUIRING RECOGNITION. JBJS IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PENSION INCOME EXCLUDING NORMAL PENSIONS COSTS -3,035,140. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 4 | PROGRAM SERVICES | REVIEW FOR MEDICAL JOURNALS | $41,222 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 7 | PROGRAM SERVICES | REVIEW FOR MEDICAL JOURNALS | $48,659 |
| NORTH AMERICA | 0 | 3 | PROGRAM SERVICES | REVIEW FOR MEDICAL JOURNALS | $24,102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 14 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $113,983 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $113,983 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ORTHOPAEDIC ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 136118458 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $20,000 | CashGrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER TAX-EXEMPT ENTITIES WITH SIMILAR ORTHOPAEDIC MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. IF THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE PROJECTS. THE BOARD OF TRUSTEES APPROVES CONTRIBUTIONS OR GRANTS OF $25,000 OR MORE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL SANDFORD | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $290,896 | $0 | $132,000 | $0 | $785 | $0 | $19,050 | $0 | $31,341 | $0 | $474,072 | $0 | $0 | $0 |
| JASON MILLER | ||||||||||||||
| EXECUTIVE PUBLISHER | $241,677 | $0 | $54,862 | $0 | $420 | $0 | $18,156 | $0 | $32,387 | $0 | $347,502 | $0 | $21,420 | $0 |
| BETSY BELLAR | ||||||||||||||
| DIRECTOR, PUBLISHING | $188,602 | $0 | $17,223 | $0 | $1,205 | $0 | $14,463 | $0 | $17,998 | $0 | $239,491 | $0 | $8,950 | $0 |
| MARK GOLDSTEIN | ||||||||||||||
| DIRECTOR, PRODUCT MANAGEMENT | $155,955 | $0 | $27,720 | $0 | $785 | $0 | $13,412 | $0 | $31,188 | $0 | $229,060 | $0 | $0 | $0 |
| KATHRYN SHEA | ||||||||||||||
| DIRECTOR OF IT | $141,713 | $0 | $13,375 | $0 | $420 | $0 | $11,245 | $0 | $21,667 | $0 | $188,420 | $0 | $8,217 | $0 |
| AMY BORDIUK | ||||||||||||||
| MANAGING EDITOR | $103,725 | $0 | $250 | $0 | $1,286 | $0 | $56,032 | $0 | $24,036 | $0 | $185,329 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS AVAILABLE FOR TRUSTEES AND THE EDITOR-IN-CHIEF ON DOMESTIC FLIGHTS GREATER THAN TWO HOURS IN DURATION. BUSINESS CLASS MAY BE USED BY TRUSTEES AND THE EDITOR IN CHIEF FOR INTERNATIONAL TRAVEL. AIRFARE GREATER THAN $1,000 AND ALL REQUESTS FOR FIRST CLASS TRAVEL FOR ALL EMPLOYEES MUST BE APPROVED IN ADVANCE. ALL EMPLOYEES RECEIVE GROSS-UP PAYMENTS IN CONNECTION WITH THEIR LONG TERM DISABILITY INSURANCE EMPLOYEE BENEFIT. |
| PART I, LINE 4B | AMY BORDIUK PARTICIPATED IN A SECTION 457(F) PLAN. JBJS ACCRUED $48,194 IN 2018 TOWARD THIS BENEFIT. |
| PART I, LINE 7 | THE BOARD OF TRUSTEES APPROVES ALL BONUS AWARDS AT THE END OF EACH YEAR FOR THE CHIEF EXECUTIVE OFFICER. BONUS AWARDS ARE BASED ON CRITERIA RELATED TO ENTERPRISE DEVELOPMENT, PROGRAM EXPANSION, QUALITY FACTORS, AND FINANCIAL STRENGTH. BONUS PLANS ARE ALSO ADMISTERED BY THE CEO FOR KEY EXECUTIVES AS PART OF A LONG TERM INCENTIVE PROGRAM THAT AWARDS CURRENT YEAR BONUSES PLUS A MATCHING AMOUNT WITH A THREE YEAR VESTING SCHEDULE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | OUR FORM 990 WAS FIRST REVIEWED BY MANAGEMENT FOR COMPLETENESS AND ACCURACY. ONCE APPROVED BY MANAGEMENT, THE FORM WAS DISTRIBUTED TO MEMBERS OF THE JOURNAL'S AUDIT COMMITTEE FOR THEIR REVIEW. THE FORM WAS THEN PROVIDED ELECTRONICALLY AND/OR PHYSICALLY TO THE JOURNAL'S GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, TRUSTEE AND KEY EMPLOYEE DISCLOSES ANY POTENTIAL CONFLICTS VERBALLY AND IN WRITING AT THE FIRST MEETING OF THE CALENDAR YEAR. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURES AND DETERMINES IF A CONFLICT EXISTS. EACH OFFICER, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS THAT ARISE DURING THE YEAR, AND THE AUDIT COMMITTEE IS RESPONSIBLE FOR EVALUATING THOSE CONFLICTS. IF A CONFLICT IS FOUND TO EXIST, THE AUDIT COMMITTEE SHALL DETERMINE WHAT, IF ANY, RESTRICTIONS SHALL BE IMPOSED ON THE PERSON WITH THE CONFLICT, UP TO AND POTENTIALLY INCLUDING REMOVAL FROM THE BOARD. RESTRICTIONS COULD INCLUDE PROHIBITING THE CONFLICTED PERSON FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AS WELL AS KEY MANAGEMENT INVOLVED THE USE OF AN EXTERNAL CONSULTANT TO COMPILE COMPARABILITY DATA AND CONCLUDE ON COMPENSATION RANGES. THE COMPENSATION SETTING PROCESS INCLUDED APPROVAL BY MEMBERS OF THE ORGANIZATION'S AUDIT COMMITTEE (COMPRISED OF PERSONS INDEPENDENT OF THE INDIVIDUALS WHOSE COMPENSATION WAS BEING DETERMINED) AND CONTEMPORANEOUS DOCUMENTATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE JOURNAL OF BONE AND JOINT SURGERY, INC. WILL CONSIDER ALL REQUESTS FOR COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. WHEN FULLFILLED, DOCUMENTS ARE PROVIDED BY MAIL OR E-MAIL, IN DIGITAL OR PAPER FORM AS THE REQUESTER PREFERS. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | PENSION INCOME EXCLUDING NORMAL PENSION COSTS 3,035,140. |