AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS (EIN 36-2110592)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201333169349301468
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T16:28:31-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1 |
| City | OAK BROOK | City |
| State | IL | State |
| ZIP Code | 60523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362110592 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8478237186 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 600184262 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN L HACKETT | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 8478237186 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT J NOWAK CPA MST | Name |
| PTIN | P00527435 | PTIN |
| Phone | 6305738600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KAREN L HACKETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 600184262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117563862 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AAOS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | SERVE THE PROFESSION OF ORTHOPAEDIC SURGERY, CHAMPION THE INTERESTS OF PATIENTS, AND ADVANCE THE HIGHEST QUALITY MUSCULOSKELETAL HEALTH. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 299 | TotalNbrEmployees |
| Total Nbr Volunteers | 3529 | TotalNbrVolunteers |
| Total Gross UBI | 1642863 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 283018 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11432158 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 11515835 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 25682877 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26260322 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1736184 | InvestmentIncomePriorYear |
| Investment Income Current Year | 7709759 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1755560 | OtherRevenuePriorYear |
| Other Revenue Current Year | 746393 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 40606779 | TotalRevenuePriorYear |
| Total Revenue Current Year | 46232309 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 219023 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 246728 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16420521 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17312069 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 67675 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 18618520 | OtherExpensePriorYear |
| Other Expenses Current Year | 19880131 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 35258064 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37438928 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5348715 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8793381 | RevenuesLessExpensesCY |
| Total Assets BOY | 85261000 | TotalAssetsBOY |
| Total Assets EOY | 92976472 | TotalAssetsEOY |
| Total Liabilities BOY | 17933318 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 17924675 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 67327682 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 75051797 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SERVE THE PROFESSION OF ORTHOPAEDIC SURGERY, CHAMPION THE INTERESTS OF PATIENTS, AND ADVANCE THE HIGHEST QUALITY MUSCULOSKELETAL HEALTH. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7958920 | Expense |
| Revenue | 15892701 | Revenue |
| Description | ANNUAL MEETING - PRESENTATION OF LECTURES AND SYMPOSIA ON ORTHOPAEDIC SURGERY AND RELATED TOPICS. 2012 ATTENDANCE: 29,510. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4606835 | Expense |
| Revenue | 3886782 | Revenue |
| Description | COURSE EDUCATION - COURSES PROVIDED TO ORTHOPAEDIC PROFESSIONALS TO KEEP THEM ABREAST OF THE LATEST ADVANCES IN ORTHOPAEDIC SURGERY AND CARE AND TO PROVIDE CME. 39 COURSES AND 15 WEBINARS OFFERED IN 2012. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2994149 | Expense |
| Revenue | 2406650 | Revenue |
| Description | SPECIALTY SOCIETY MANAGEMENT - PROVIDE MEETING MANAGEMENT SERVICES FOR ORTHOPAEDIC SPECIALTY SOCIETIES AND PROMOTE ORTHOPAEDIC UNITY AMOUNG SOCIETIES. 11 SPECIALTY SOCIETIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10369512 | Expense |
| Grants | 246728 | Grants |
| Revenue | -742279 | Revenue |
| Description | OTHER PROGRAM SERVICES - INCLUDING PUBLIC RELATIONS, BOARD OF COUNCILORS, ADVOCACY, EDUCATION PROGRAMS, INTERNATIONAL ACTIVITIES, AND RESEARCH AND SCIENTIFIC AFFAIRS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 10369512 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 246728 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | -742279 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 25929416 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 175 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 299 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR RICHARD STEWART COOCFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8478237186 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 600184262 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN R TONGUE MD | ||||||||||
| PRESIDENT | 7.50 | 7.50 | X | X | 119125 | 0 | 0 | |||
| JOSHUA J JACOBS MD | ||||||||||
| FIRST VICE-PRESIDENT | 5.00 | 5.00 | X | X | 86934 | 0 | 0 | |||
| FREDERICK M AZAR MD | ||||||||||
| SECOND VICE-PRESIDENT | 5.00 | 5.00 | X | X | 40707 | 0 | 0 | |||
| ANDREW N POLLAK MD | ||||||||||
| TREASURER | 2.50 | 2.50 | X | X | 142863 | 0 | 0 | |||
| DANIEL J BERRY MD | ||||||||||
| PAST-PRESIDENT | 1.50 | 1.50 | X | X | 13946 | 0 | 0 | |||
| FRED C REDFERN MD | ||||||||||
| BOC CHAIR | 1.00 | 1.00 | X | 9043 | 0 | 0 | ||||
| WILFORD K GIBSON MD | ||||||||||
| BOC CHAIR-ELECT | 1.00 | 1.00 | X | 5116 | 0 | 0 | ||||
| JOHN J MCGRAW MD | ||||||||||
| BOC SECRETARY | 1.00 | 1.00 | X | 731 | 0 | 0 | ||||
| STEVEN D K ROSS MD | ||||||||||
| BOS CHAIR | 1.00 | 1.00 | X | 1294 | 0 | 0 | ||||
| GREGORY A MENCIO MD | ||||||||||
| BOS CHAIR-ELECT | 1.00 | 1.00 | X | 1962 | 0 | 0 | ||||
| DAVID C TEMPLEMAN MD | ||||||||||
| BOS SECRETARY | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| ANNUNZIATO NED AMENDOLA MD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| MININDER S KOCHER MD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| NAOMI N SHIELDS MD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | X | 0 | 0 | 0 | ||||
| MATTHEW B DOBBS MD | ||||||||||
| MEMBER-AT-LARGE | 1.00 | 1.00 | X | 2425 | 0 | 0 | ||||
| WILLIAM J BEST | ||||||||||
| LAY MEMBER | 1.00 | 1.00 | X | 2635 | 0 | 0 | ||||
| KAREN L HACKETT | ||||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 40.00 | X | 586924 | 0 | 52412 | ||||
| RICHARD J STEWART | ||||||||||
| CFO/COO | 30.00 | 30.00 | X | 331344 | 0 | 35912 | ||||
| RICHARD N PETERSON | ||||||||||
| GENERAL COUNSEL | 30.00 | 30.00 | X | 298475 | 0 | 35912 | ||||
| CONSTANCE FILLING | ||||||||||
| CHIEF EDUCATION OFFICER | 50.00 | 10.00 | X | 155511 | 0 | 26313 | ||||
| HOWARD MEVIS | ||||||||||
| DIRECTOR OF ELEC MEDIA, EVAL, COURSES | 40.00 | 10.00 | 215013 | 0 | 31344 | X | ||||
| SANDRA GORDON | ||||||||||
| DIRECTOR OF PUBLIC RELATIONS | 40.00 | 10.00 | 188850 | 0 | 28841 | X | ||||
| JAMES OGLE | ||||||||||
| DIRECTOR OF INFORMATION SERVICES | 25.00 | 25.00 | 187109 | 0 | 28827 | X | ||||
| LEWIS JENKINS | ||||||||||
| DIRECTOR OF MARKETING | 30.00 | 20.00 | 161998 | 0 | 26357 | X | ||||
| SUSAN MCSORLEY | ||||||||||
| DIRECTOR OF CONVENTION AND MEETING SVCS | 45.00 | 5.00 | 164357 | 0 | 26645 | X | ||||
| LYNNE DOWLING | ||||||||||
| DIRECTOR OF INTERNATIONAL | 45.00 | 5.00 | 157437 | 0 | 25875 | X | ||||
| MARITA POWELL | ||||||||||
| DIRECTOR OF HUMAN RESOURCES | 30.00 | 20.00 | 156791 | 0 | 26087 | X | ||||
| JENNIFER JONES | ||||||||||
| DIRECTOR OF SOCIETY RELATIONS | 45.00 | 5.00 | 155827 | 0 | 25946 | X | ||||
| JEFFREY KRAMER | ||||||||||
| DIRECTOR OF EDUCATIONAL PROGRAMS | 45.00 | 5.00 | 148054 | 0 | 25197 | X | ||||
| MARILYN FOX | ||||||||||
| DIRECTOR OF PUBLICATIONS (FORMER) | 30.00 | 20.00 | 145413 | 0 | 24852 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3479884 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 420520 | TotalOtherCompensation |
| Number Individuals GT100 K | 29 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WEBER SHANDWICK | |||||
| PO BOX 7247-6593 | PHILADELPHIA | PA | 19170 | PUBLIC RELATIONS/MARKETING | 556676 |
| MARTIN GROUP | |||||
| 949 NORTH PLUM GROVE ROAD STE C | SCHAUMBURG | IL | 60173 | GRAPHIC ARTS | 477701 |
| AUGUST LANG & HUSAK INC | |||||
| 4630 MONTGOMERY AVENUE STE 400 | BETHESDA | MD | 20814 | ADVERTISING CONSULTANTS | 376665 |
| JONES LANG LASALLE | |||||
| 200 E RANDOLPH DRIVE | CHICAGO | IL | 60601 | REAL ESTATE SERVICES | 305408 |
| FREEMAN | |||||
| 5040 W ROOSEVELT ROAD | CHICAGO | IL | 60644 | TRADE SHOW/EXHIBIT MANAGEMENT | 294649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Related Organizations | 9750000 | RelatedOrganizations |
| Government Grants | 33000 | GovernmentGrants |
| All Other Contributions | 1732835 | AllOtherContributions |
| Total Contributions | 11515835 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| ANNUAL MEETING | 541900 | 16175851 | 15892701 | 283150 | |
| COURSE EDUCATION | 541900 | 3886782 | 3886782 | ||
| SPECIALTY SOCIETY MANAGEMENT | 541900 | 2406650 | 2406650 | ||
| PUBLICATIONS | 541900 | 1754087 | 546977 | 1207110 | |
| RENTAL INCOME FROM ORTHOPAEDIC SO | 541900 | 1143242 | $1,143,242 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 893710 | TotalRevenueColumn |
| Related Or Exempt Function Income | 741107 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 152603 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26260322 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1174605 | TotalRevenueColumn |
| Exclusion | $1,174,605 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2763424 | TotalRevenueColumn |
| Exclusion | $2,763,424 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68797342 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 62262188 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6535154 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6535154 | TotalRevenueColumn |
| Exclusion | $6,535,154 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20845 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 7513 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13332 | TotalRevenueColumn |
| Exclusion | $13,332 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7031489 | GrossSalesOfInventory |
| Cost Of Goods Sold | 9061852 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2030363 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2030363 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 46232309 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21443854 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 1642863 | UnrelatedBusinessRevenue |
| Exclusion | $11,629,757 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160859 | Total |
| Program Services | 160859 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85869 | Total |
| Program Services | 85869 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3419645 | Total |
| Program Services | 1390314 | ProgramServices |
| Management And General | 2029331 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9626030 | Total |
| Program Services | 6553930 | ProgramServices |
| Management And General | 3067100 | ManagementAndGeneral |
| Fundraising | 5000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 914399 | Total |
| Program Services | 616577 | ProgramServices |
| Management And General | 297822 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2480600 | Total |
| Program Services | 249551 | ProgramServices |
| Management And General | 2231049 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 871395 | Total |
| Program Services | 581681 | ProgramServices |
| Management And General | 289714 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63427 | Total |
| Program Services | 4534 | ProgramServices |
| Management And General | 58893 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 73116 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 72116 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 207815 | Total |
| Management And General | 207815 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3473311 | Total |
| Program Services | 2638958 | ProgramServices |
| Management And General | 774678 | ManagementAndGeneral |
| Fundraising | 59675 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764408 | Total |
| Program Services | 764158 | ProgramServices |
| Management And General | 250 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797139 | Total |
| Program Services | 514567 | ProgramServices |
| Management And General | 282572 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 339240 | Total |
| Program Services | 173956 | ProgramServices |
| Management And General | 165284 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599602 | Total |
| Program Services | 472499 | ProgramServices |
| Management And General | 127103 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2875722 | Total |
| Program Services | 2250007 | ProgramServices |
| Management And General | 623215 | ManagementAndGeneral |
| Fundraising | 2500 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5758423 | Total |
| Program Services | 5536978 | ProgramServices |
| Management And General | 221445 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1473343 | Total |
| Program Services | 1104647 | ProgramServices |
| Management And General | 368696 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144745 | Total |
| Program Services | 50003 | ProgramServices |
| Management And General | 94742 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| EQUIPMENT RENTAL | 2184795 | 2096522 | 88273 | |
| PRINTING AND PUBLICATIO | 641501 | 516868 | 124133 | 500 |
| UNRELATED BUSINESS INCO | 165591 | 125799 | 39792 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 317953 | Total |
| Program Services | 40139 | ProgramServices |
| Management And General | 277814 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37438928 | Total |
| Program Services | 25929416 | ProgramServices |
| Management And General | 11441837 | ManagementAndGeneral |
| Fundraising | 67675 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11080702 | BOY |
| EOY | 12017526 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1213672 | BOY |
| EOY | 447406 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2624301 | BOY |
| EOY | 3384825 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 693357 | BOY |
| EOY | 763776 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2689270 | BOY |
| EOY | 2438667 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 28307209 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14702908 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13341548 | BOY |
| EOY | 13604301 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53371049 | BOY |
| EOY | 59919841 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247101 | BOY |
| EOY | 400130 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85261000 | BOY |
| EOY | 92976472 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6572697 | BOY |
| EOY | 6628985 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11360621 | BOY |
| EOY | 11295690 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17933318 | BOY |
| EOY | 17924675 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65338122 | BOY |
| EOY | 73174805 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1989560 | BOY |
| EOY | 1876992 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67327682 | BOY |
| EOY | 75051797 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85261000 | BOY |
| EOY | 92976472 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 8793381 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -1069266 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7247159 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8603438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5869286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11872900 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12256942 | CurrentTaxYear |
| Total | 45849725 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33121400 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33435106 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32698848 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29385336 | CurrentTaxYearMinus1Year |
| Current Tax Year | 29217622 | CurrentTaxYear |
| Total | 157858312 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40368559 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 42038544 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 38568134 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 41258236 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41474564 | CurrentTaxYear |
| Total | 203708037 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6000000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6000000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4250000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9250000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9750000 | CurrentTaxYear |
| Total | 35250000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6000000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6000000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4250000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9250000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9750000 | CurrentTaxYear |
| Total | 35250000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 168458037 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3547303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3165735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3184096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4088558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3938029 | CurrentTaxYear |
| Total | 17923721 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3547303 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3165735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3184096 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4088558 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3938029 | CurrentTaxYear |
| Total | 17923721 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 60618 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 176618 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 266722 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 351904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 283018 | CurrentTaxYear |
| Total | 1138880 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 43976480 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45380897 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42018952 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45698698 | CurrentTaxYearMinus1Year |
| Current Tax Year | 45695611 | CurrentTaxYear |
| Total | 222770638 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.75620 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.73480 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.08050 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06940 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 221694 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 221694 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37217234 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 37438928 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 1000000 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 1000000 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 4000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 463810 | CurrentYearMinus3 |
| Current Year Minus2 | 390139 | CurrentYearMinus2 |
| Current Year Minus1 | 234722 | CurrentYearMinus1 |
| Current Year | 221694 | CurrentYear |
| Total | 1310365 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 250000 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 250000 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 1000000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5369778 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 543717 | InvestmentEarningsOrLosses |
| Administrative Expenses | 51506 | AdministrativeExpenses |
| End Of Year Balance | 5861989 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5254941 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 162871 | InvestmentEarningsOrLosses |
| Administrative Expenses | 48034 | AdministrativeExpenses |
| End Of Year Balance | 5369778 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4743830 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 555647 | InvestmentEarningsOrLosses |
| Administrative Expenses | 44536 | AdministrativeExpenses |
| End Of Year Balance | 5254941 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4169877 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 612509 | InvestmentEarningsOrLosses |
| Administrative Expenses | 38556 | AdministrativeExpenses |
| End Of Year Balance | 4743830 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5076503 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -862794 | InvestmentEarningsOrLosses |
| Administrative Expenses | 43832 | AdministrativeExpenses |
| End Of Year Balance | 4169877 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1148588 | OtherCostOrOtherBasis |
| Book Value | 1148588 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18654119 | OtherCostOrOtherBasis |
| Depreciation | 9533103 | Depreciation |
| Book Value | 9121016 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8504502 | OtherCostOrOtherBasis |
| Depreciation | 5169805 | Depreciation |
| Book Value | 3334697 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13604301 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUND IS TO FINANCE ORTHOPAEDIC MEDICAL EDUCATION. UP TO 5% OF THIS FUND CAN BE USED ANNUALLY TO PROVIDE DISCRETIONARY PROJECT FUNDS FOR THE COUNCIL ON EDUCATION AND THE COUNCIL ON RESEARCH AND QUALITY. ADDITIONALLY, IT IS USED TO FUND QUALITY INITIATIVE PROJECTS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ACADEMY AND THE ASSOCIATION'S APPLICATION OF GAAP REGARDING UNCERTAIN TAX POSITIONS HAS NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ACADEMY AND THE ASSOCIATION HAVE NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS, THEREFORE, NO LIABILITY RELATING TO UNCERTAIN TAX POSITIONS HAS BEEN RECORDED AS OF DECEMBER 31, 2012 OR 2011. THE ACADEMY AND THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ACADEMY IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2009. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (8 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | EDUCATION PROGRAMS | 2441 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | SCHOLARSHIP/GRANT | 9650 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | EDUCATION PROGRAMS | 2421 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | SCHOLARSHIP/GRANT | 15000 | |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | EDUCATION PROGRAMS | 1188 |
| NORTH AMERICA | 0 | 0 | SCHOLARSHIP/GRANT | 6290 | |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EDUCATION PROGRAMS | 4450 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | SCHOLARSHIP/GRANT | 50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 91440 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 91440 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (4 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 3 | 9650 | CASH |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA | 5 | 15000 | CASH |
| SCHOLARSHIP | NORTH AMERICA | 2 | 6290 | CASH |
| SCHOLARSHIP | CENTRAL AMERICA AND THE CARIBBEAN | 10 | 50000 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: FOR SCHOLARSHIPS, THE ACADEMY PAYS THE EXPENSES DIRECTLY FOR EACH RECIPIENT AND DISBURSES THE REMAINDER TO COVER TRAVEL EXPENSES PAID BY THE RECIPIENT. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | COCKTAIL PARTY | NameOfEvent1 |
| Gross Receipts Event1 | 20845 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 20845 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 575 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 3435 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2537 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 966 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 20845 | GrossReceiptsTotal |
| Gross Revenue Total Events | 20845 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 575 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 3435 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2537 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 966 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 7513 | DirectExpenseSummaryEvents |
| Net Income Summary | 13332 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TENNESSEE ORTHOPAEDIC SOCIETY | |||||||
| PO BOX 159035 | NASHVILLE | TN | 37215 | 626075838 | 501(C)(6) | 6000 | STATE SOCIETY ASSISTANCE |
| CALIFORNIA ORTHOPAEDIC ASSOCIATION | |||||||
| 5380 ELVAS AVENUE | SACRAMENTO | CA | 95819 | 953141127 | 501(C)(6) | 8500 | STATE SOCIETY ASSISTANCE |
| ORTHOPAEDIC LEARNING CENTER | |||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 363999836 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| AMERICAN JOINT REPLACEMENT REGISTRY | |||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 270645591 | 501(C)(3) | 50000 | GENERAL SUPPORT |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | 043567502 | 501(C)(3) | 10000 | GENERAL SUPPORT |
| UNITED STATES BONE AND JOINT INITIATIVE | |||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 134223933 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 4 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER ENTITIES WITH SIMILAR ORTHOPAEDIC RELATED MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. IF THE FUNDS ARE TO BE USED FOR GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. FOR SOME PROJECTS, HOWEVER, A FINAL REPORT IS REQUIRED TO SUBSTANTIATE THE EXPENDITURES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN L HACKETT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | 421792 | 0 | 160000 | 0 | 5132 | 0 | 41500 | 0 | 10912 | 0 | 639336 | 0 | 0 | 0 |
| RICHARD J STEWART | ||||||||||||||
| CFO/COO | 289492 | 0 | 34381 | 0 | 7471 | 0 | 25000 | 0 | 10912 | 0 | 367256 | 0 | 0 | 0 |
| RICHARD N PETERSON | ||||||||||||||
| GENERAL COUNSEL | 281312 | 0 | 9950 | 0 | 7213 | 0 | 25000 | 0 | 10912 | 0 | 334387 | 0 | 0 | 0 |
| CONSTANCE FILLING | ||||||||||||||
| CHIEF EDUCATION OFFICER | 154007 | 0 | 101 | 0 | 1403 | 0 | 15401 | 0 | 10912 | 0 | 181824 | 0 | 0 | 0 |
| HOWARD MEVIS | ||||||||||||||
| DIRECTOR OF ELEC MEDIA, EVAL, COURSE | 204325 | 0 | 3885 | 0 | 6803 | 0 | 20432 | 0 | 10912 | 0 | 246357 | 0 | 0 | 0 |
| SANDRA GORDON | ||||||||||||||
| DIRECTOR OF PUBLIC RELATIONS | 179287 | 0 | 5723 | 0 | 3840 | 0 | 17929 | 0 | 10912 | 0 | 217691 | 0 | 0 | 0 |
| JAMES OGLE | ||||||||||||||
| DIRECTOR OF INFORMATION SERVICES | 179153 | 0 | 3469 | 0 | 4487 | 0 | 17915 | 0 | 10912 | 0 | 215936 | 0 | 0 | 0 |
| LEWIS JENKINS | ||||||||||||||
| DIRECTOR OF MARKETING | 154454 | 0 | 5147 | 0 | 2397 | 0 | 15445 | 0 | 10912 | 0 | 188355 | 0 | 0 | 0 |
| SUSAN MCSORLEY | ||||||||||||||
| DIRECTOR OF CONVENTION AND MEETING S | 157334 | 0 | 3195 | 0 | 3828 | 0 | 15733 | 0 | 10912 | 0 | 191002 | 0 | 0 | 0 |
| LYNNE DOWLING | ||||||||||||||
| DIRECTOR OF INTERNATIONAL | 149626 | 0 | 2891 | 0 | 4920 | 0 | 14963 | 0 | 10912 | 0 | 183312 | 0 | 0 | 0 |
| MARITA POWELL | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | 151745 | 0 | 2986 | 0 | 2060 | 0 | 15175 | 0 | 10912 | 0 | 182878 | 0 | 0 | 0 |
| JENNIFER JONES | ||||||||||||||
| DIRECTOR OF SOCIETY RELATIONS | 150338 | 0 | 2198 | 0 | 3291 | 0 | 15034 | 0 | 10912 | 0 | 181773 | 0 | 0 | 0 |
| JEFFREY KRAMER | ||||||||||||||
| DIRECTOR OF EDUCATIONAL PROGRAMS | 142851 | 0 | 2492 | 0 | 2711 | 0 | 14285 | 0 | 10912 | 0 | 173251 | 0 | 0 | 0 |
| MARILYN FOX | ||||||||||||||
| DIRECTOR OF PUBLICATIONS (FORMER) | 139401 | 0 | 3221 | 0 | 2791 | 0 | 13940 | 0 | 10912 | 0 | 170265 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE PRESIDENTIAL LINE FOR ALL AAOS ACTIVITIES, HOWEVER, NO PEOPLE RECEIVED THIS BENEFIT IN 2012. AIRFARE ONCE CLASS UP FROM COACH IS AVAILABLE TO THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES AND 10 PEOPLE RECEIVED THIS BENEFIT IN 2012. TRAVEL FOR COMPANIONS IS AVAILABLE TO THE BOARD OF DIRECTORS AND EXECUTIVE TEAM MEMBERS (CEO, COO/CFO, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL) AND THE AMOUNT OF COMPANION TRAVEL WAS TREATED AS TAXABLE COMPENSATION TO ALL WHO RECEIVED THIS BENEFIT (1 PERSON IN 2012). THE BOARD OF DIRECTORS RECEIVES GROSS-UP PAYMENTS FOR THIS COMPENSATION AND THAT IS ALSO TREATED AS TAXABLE COMPENSATION (18 PEOPLE IN 2012). |
| PART I, LINE 4B | KAREN HACKETT, CHIEF EXECUTIVE OFFICER, ACCRUED A 457F SUPPLEMENTAL RETIREMENT PAYMENT OF $16,500, WHICH IS INCLUDED IN SCHEDULE J, PART II DEFERRED COMPENSATION. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREW N POLLAK MD | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER | Relationship |
| Amount Of Transaction | 139717 | AmountOfTransaction |
| Description Of Transaction | THE BOARD MEMBER IS THE EDITOR OF ONE OF THE ACADEMY'S PRODUCT LINES. HIS COMPANY RECEIVES A ROYALTY BASED ON A PERCENTAGE OF THE SALES ASSOCIATED WITH THAT PRODUCT LINE. | DescriptionOfTransaction |
| Sharing Of Revenues | 1 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 36,945 MEMBERS. ALL FELLOWS AND MEMBERS OF THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS (ACADEMY), SHALL ALSO BE CONSIDERED FELLOWS AND MEMBERS OF THE SAME CLASSIFICATION OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS (ASSOCIATION), A RELATED ORGANIZATION. THERE ARE TWO CATEGORIES OF MEMBERSHIP IN THE ACADEMY AND THE ASSOCIATION: FELLOWS AND MEMBERS. ONLY FELLOWS SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTIONS OF THE OFFICERS AND THE AT-LARGE MEMBERS OF THE ASSOCIATION AND ACADEMY BOARD OF DIRECTORS SHALL BE DETERMINED BY THE ADOPTION OF THE REPORT OF THE NOMINATING COMMITTEE OR BY THE VOICE, WRITTEN, OR ELECTRONIC BALLOT OF THOSE FELLOWS PRESENT AT THE BUSINESS MEETING OF THE ANNUAL MEETING. EACH FELLOW WHO IS PRESENT AT THE BUSINESS MEETING OF THE ANNUAL MEETING SHALL BE ENTITLED TO ONE (1) VOTE FOR EACH OFFICER OF THE ASSOCIATION AND ACADEMY, MEMBER OF THE BOARD OF DIRECTORS, MEMBER OF THE MEMBERSHIP COMMITTEE, AND NOMINEES TO THE AMERICAN BOARD OF ORTHOPAEDIC SURGERY TO BE ELECTED. THOSE INDIVIDUALS RECEIVING THE GREATEST NUMBER OF VOTES SHALL BE CONSIDERED ELECTED, EVEN IF THEY DO NOT RECEIVE A MAJORITY OF THE VOTES CAST. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. A CONFERENCE CALL IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990 WITH THE FINANCE COMMITTEE AND TO ANSWER ANY QUESTIONS PRIOR TO FILING FORM 990 WITH THE IRS. THE FINANCE COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 BY THE VOTING MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, KEY VOLUNTEERS, AND KEY STAFF ARE NOTIFIED IN WRITING TWICE A YEAR TO UPDATE THEIR WRITTEN DISCLOSURES. THE DISCLOSURE DATABASE IS MAINTAINED ELECTRONICALLY AND ANYONE WHO HAS NOT UPDATED THEIR RECORD IS NOTIFIED UNTIL THEY HAVE DONE SO. ADDITIONALLY, BEFORE EVERY BOARD AND COMMITTEE MEETING PARTICIPANTS ARE ASKED IF THEY HAVE ANYTHING NEW TO DISCLOSE. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WHICH IS OPEN TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 364241052 | ADVOCACY ACTIVITIES ON BEHALF OF PATIENTS AND PROFESSIONALS | IL | 501(C)(6) | N/A | 0 | |
| CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP | ||||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 263164922 | SUPPORT EDUCATIONAL ACTIVITIES OF AAOS | IL | 501(C)(3) | N/A | 0 | LINE 11A, I |
| AMERICAN JOINT REPLACEMENT REGISTRY NFP | ||||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 270645591 | FOSTER A NATIONAL CENTER FOR DATA COLLECTION ON JOINT REPLACEMENTS | IL | 501(C)(3) | N/A | 0 | LINE 11A, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| C | 9750000 | COST |
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| Q | 3728955 | COST |