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AMERICAN ORTHOPAEDIC ASSOCIATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ORTHOPAEDIC ASSOCIATION (EIN 13-6118458)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-08-12
IRS object ID
201102249349301645
Schema version
2010v3.2
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

FieldValueIRS element (for citing)
Timestamp2011-08-12T14:23:45-05:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KUTCHINS ROBBINS & DIAMOND LTDBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11101 PERIMETER DR STE 760AddressLine1
CitySCHAUMBURGCity
StateILState
ZIP Code60173ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136118458EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ORTHOPAEDIC ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlAMERNameControl
Phone8473187330Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line16300 NORTH RIVER RD STE 505AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSANFORD E EMERY MDName
TitleTREASURERTitle
Phone8473187330Phone
Date Signed2011-06-16DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameDAVID WASIELEWSKIName
Phone8472401040Phone
Date Prepared2011-08-03DatePrepared
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonKRISTIN OLDS GLAVINNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1C/O AOA 6300 N RIVER ROAD 505AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode
FieldValueIRS element (for citing)
Gross Receipts4070631GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.AOASSN.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1937YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionTO IDENTIFY, DEVELOP, ENGAGE AND RECOGNIZE LEADERSHIP TO FURTHER THE ART AND SCIENCE OF ORTHOPAEDICS.ActivityOrMissionDescription
Nbr Voting Members Governing Body10NbrVotingMembersGoverningBody
Nbr Independent Voting Members10NbrIndependentVotingMembers
Total Nbr Employees13TotalNbrEmployees
Total Nbr Volunteers18TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year2626184ContributionsGrantsPriorYear
Contributions Grants Current Year2430450ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1906095ProgramServiceRevenuePriorYear
Program Service Revenue CY1454263ProgramServiceRevenueCY
Investment Income Prior Year108558InvestmentIncomePriorYear
Investment Income Current Year103705InvestmentIncomeCurrentYear
Other Revenue Prior Year14100OtherRevenuePriorYear
Other Revenue Current Year82213OtherRevenueCurrentYear
Total Revenue Prior Year4654937TotalRevenuePriorYear
Total Revenue Current Year4070631TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1779136GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1601752GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1226450SalariesEtcPriorYear
Salaries Etc Current Year1204853SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1747128OtherExpensePriorYear
Other Expenses Current Year1485551OtherExpensesCurrentYear
Total Expenses Prior Year4752714TotalExpensesPriorYear
Total Expenses Current Year4292156TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-97777RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-221525RevenuesLessExpensesCY
Total Assets BOY8254078TotalAssetsBOY
Total Assets EOY7073996TotalAssetsEOY
Total Liabilities BOY645663TotalLiabilitiesBOY
Total Liabilities EOY487792TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY7608415NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6586204NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTO IDENTIFY, DEVELOP, ENGAGE AND RECOGNIZE LEADERSHIP TO FURTHER THE ART AND SCIENCE OF ORTHOPAEDICS.MissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangetrueSignificantChange
Expense1685492Expense
Grants1467070Grants
Revenue139175Revenue
DescriptionOMEGA MEDICAL GRANTS ASSOCIATION WAS ESTABLISHED IN 2008 TO ENSURE THE CONTINUED FINANCIAL SUPPORT OF ORTHOPAEDIC RESIDENCY AND FELLOWSHIP PROGRAMSTHE FOUNDATIONAL COMPONENTS OF ORTHOPAEDIC PRACTICE AND PROFESSIONALISMDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense513505Expense
Revenue42454Revenue
DescriptionOWN THE BONE IS A WEB-BASED QUALITY IMPROVEMENT PROGRAM DESIGNED TO IMPROVE THE DIAGNOSIS AND MANAGEMENT OF PATIENTS' BONE HEALTH AFTER SUFFERING FRAGILITY FRACTURES.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense374589Expense
Revenue265271Revenue
DescriptionANNUAL MEETING - MEMBERS ATTEND VARIOUS SCIENTIFIC PRESENTATIONS & DISCUSSIONS OF CURRENT ISSUESDescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense530853Expense
Grants134682Grants
Revenue157350Revenue
DescriptionAOA KELLOG LEADERSHIP SERIES IS A PROGRAM DESIGNED TO EMPOWER AND AMPLIFY THE SKILLS OF ORTHOPAEDIC SURGEONS. ACADEMICS IS COMPRISED OF THE ACADEMIC LEADERSHIP COMMITTEE AND THE COUNCIL ON ORTHOPAEDIC RESIDENCY DIRECTORS, AND EXPENSES ASSOCIATED TO THIS AREA RELATED TO COMMITTEE MEETINGS AND EDUCATION ACTIVITIES AND MEETINGS.AOA'S LEADERSHIP FELLOWSHIPS RECOGNIZE YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFYING AND PROMOTING THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY AND SUPPORT EDUCATIONAL GROWTH AND EXCHANGE OF INFORMATION.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp530853TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt134682TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev157350TotalOfOtherProgramServiceRev
Total Program Service Expense3104439TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiesfalseReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationstrueMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntitytrueDisregardedEntity
Related EntityfalseRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction Related EntityfalseTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109612NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees13NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members10NbrVotingGoverningBodyMembers
Number Independent Voting Members10NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholderstrueMembersOrStockholders
Election Of Board MemberstrueElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonKRISTIN OLDS GLAVINNamePerson
Telephone Number8473187330TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16300 RIVER ROADAddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (20 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
STEVEN L FRICK MD
DIRECTOR1.00X000
CONSTANCE R CHU MD
DIRECTOR1.00X000
ALAN S HILIBRAND MD
DIRECTOR1.00X000
WILLIAM N LEVINE MD
DIRECTOR1.00X000
WILLIAM H ZEITZ JR MD
DIRECTOR1.00X000
KEVIN P BLACK MD
DIRECTOR1.00X000
DENNIS M MURPHY
DIRECTOR1.00X000
PAUL TORNETTA III MD
DIRECTOR1.00X000
KRISTY L WEBER MD
DIRECTOR1.00X000
EDWARD N HANLEY JR MD
DIRECTOR1.00X000
GARY FRIEDLAENDER MD
PRESIDENT1.00X000X
DOUGLAS R DIRSCHL MD
1ST PRES ELE1.00X000X
TERRANCE D PEABODY MD
2ND PRES ELE1.00X000X
DAVID S RUCH MD
SECRETARY1.00X000X
SERENA S HU MD
TREASURER1.00X000X
SANFORD E EMERY MD MBA
TREAS ELECT1.00X000X
VINCENT D PELLEGRINI JR MD
1ST PAST PRE1.00X000X
LOUIS U BIGLIANI MD
2ND PAST PRE1.00X000
KRISTIN OLDS GLAVIN JD
EXEC DIRECTO40.00256371046925X
JODENE M BROWN
HIGH COMP EM40.00108500011592X
FieldValueIRS element (for citing)
Total Reportable Comp From Org364871TotalReportableCompFromOrg
Total Other Compensation58517TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
All Other Contributions2430450AllOtherContributions
Total Contributions2430450TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBER DUES764513764513
ANNUAL MEETING REVENUE281701281701
GRANT ADMINISTRATION PROGRAM139175139175
CORD MEMBERSHIP DUES6907069070
RESIDENTS' LEADERSHIP6800068000

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column131804TotalRevenueColumn
Related Or Exempt Function Income131804RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1454263TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column103705TotalRevenueColumn
Exclusion$103,705ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column97TotalRevenueColumn
Exclusion$97ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmount
ADVISORY PANEL65586$65,586
MISCELLANEOUS REVENUE9040$9,040
BOOK SALES3790$3,790

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column3700TotalRevenueColumn
Exclusion$3,700ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue82116TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4070631TotalRevenueColumn
Related Or Exempt Function Income1454263RelatedOrExemptFunctionIncome
Exclusion$185,918ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total1450316Total
Program Services1450316ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total2414Total
Program Services2414ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total149022Total
Program Services149022ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total951960Total
Program Services489476ProgramServices
Management And General462484ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total93353Total
Program Services48000ProgramServices
Management And General45353ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total89984Total
Program Services46268ProgramServices
Management And General43716ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total69556Total
Program Services35764ProgramServices
Management And General33792ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total7075Total
Management And General7075ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total18847Total
Management And General18847ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total26846Total
Management And General26846ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total10863Total
Management And General10863ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total27696Total
Management And General27696ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total62990Total
Management And General62990ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total5065Total
Management And General5065ManagementAndGeneral

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total678228Total
Program Services678228ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total35982Total
Management And General35982ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total15870Total
Management And General15870ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServices
GOVERNANCE EXPENSE199468199468
OMEGA EXPENSES9922499224
ACADEMICS EXPENSES4103341033
MEMBERSHIP EXPENSES4081740817
COMPUTER SUPPORT3721037210

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total178337Total
Program Services64694ProgramServices
Management And General113643ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4292156Total
Program Services3104439ProgramServices
Management And General1187717ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY2958358BOY
EOY1562788EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY225000BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY55820BOY
EOY20700EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY60599BOY
EOY110145EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis84518LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec84003LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY995BOY
EOY515EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2897685BOY
EOY3348525EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY82429BOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY66860BOY
EOY83064EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1906332BOY
EOY1948259EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY8254078BOY
EOY7073996EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY196078BOY
EOY97367EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY49260BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY400325BOY
EOY390425EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY645663BOY
EOY487792EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3554200BOY
EOY3494879EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1709029BOY
EOY771135EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2345186BOY
EOY2320190EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY7608415BOY
EOY6586204EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY8254078BOY
EOY7073996EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-221525ReconcilationRevenueExpenses
Reconcilation Other Changes-800686ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1945899CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years946485CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2407426CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year3495468CurrentTaxYearMinus1Year
Current Tax Year2430450CurrentTaxYear
Total11225728Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years741137CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years807677CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1819128CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1053916CurrentTaxYearMinus1Year
Current Tax Year1454263CurrentTaxYear
Total5876121Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year9950CurrentTaxYearMinus1Year
Current Tax Year82116CurrentTaxYear
Total92066Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2687036CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1754162CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4226554CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4559334CurrentTaxYearMinus1Year
Current Tax Year3966829CurrentTaxYear
Total17193915Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years66000CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years2116500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2390000CurrentTaxYearMinus1Year
Current Tax Year1835000CurrentTaxYear
Total6407500Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years66000CurrentTaxYearMinus4Years
Current Tax Year Minus2 Years2116500CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2390000CurrentTaxYearMinus1Year
Current Tax Year1835000CurrentTaxYear
Total6407500Total
FieldValueIRS element (for citing)
Public Support Total50910786415PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years219161CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years214957CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years117537CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year108957CurrentTaxYearMinus1Year
Current Tax Year103802CurrentTaxYear
Total764414Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years219161CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years214957CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years117537CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year108957CurrentTaxYearMinus1Year
Current Tax Year103802CurrentTaxYear
Total764414Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years2906197CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1969119CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years4344091CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year4668291CurrentTaxYearMinus1Year
Current Tax Year4070631CurrentTaxYear
Total17958329Total
FieldValueIRS element (for citing)
Public Support Percentage5090.60060PublicSupportPercentage509
Prior Year Support Percentage0.61730PriorYearSupportPercentage
Investment Income Percentage0.04000InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.05000PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Orgs Legal ControlfalseDisclosedOrgsLegalControl
Disclosed For Charitable PurposesfalseDisclosedForCharitablePurposes
Written Policy MonitoringfalseWrittenPolicyMonitoring
Sect170h Requirements SatisfiedfalseSect170hRequirementsSatisfied
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1906332BeginningOfYearBalance
Contributions-20239Contributions
Investment Earnings Or Losses165491InvestmentEarningsOrLosses
Other Expenditures86258OtherExpenditures
Administrative Expenses17067AdministrativeExpenses
End Of Year Balance1948259EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1705973BeginningOfYearBalance
Contributions17803Contributions
Investment Earnings Or Losses259282InvestmentEarningsOrLosses
Other Expenditures76726OtherExpenditures
End Of Year Balance1906332EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance2406636BeginningOfYearBalance
Contributions64123Contributions
Investment Earnings Or Losses-666537InvestmentEarningsOrLosses
Other Expenditures98557OtherExpenditures
End Of Year Balance1705973EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis61272OtherCostOrOtherBasis
Depreciation61272Depreciation

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis23246OtherCostOrOtherBasis
Depreciation22731Depreciation
Book Value515BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings515TotalOfBookValueLandBuildings

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionBENEFICIAL INTEREST IN ASSETS HELD BDescription
Book Value1948259BookValue
FieldValueIRS element (for citing)
Total Book Value Other Assets1948259TotalBookValueOtherAssets

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDEFERRED DUESDescription
Amount$390,425Amount
FieldValueIRS element (for citing)
Total Of Amounts390425TotalOfAmounts
Total Revenue4070631TotalRevenue
Total Expenses4292156TotalExpenses
Excess Or Deficit For Year-221525ExcessOrDeficitForYear
Net Unrealized GL On Investments457236NetUnrealizedGLOnInvestments
Total Adjustments457236TotalAdjustments
Excess Or Deficit Per FS235711ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt4480782TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments457236NetUnrealizedGainsInvestments
Revenue Not Rptd F990457236RevenueNotRptdF990
Revenue Subtotal4023546RevenueSubtotal
Other Revenues Not Included47085OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt47085RevenueNotRptdOnFinStmt
Total Revenue Per Form9904070631TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt4245071TotExpensesEtcAuditedFinclStmt
Expenses Subtotal4245071ExpensesSubtotal
Other Expenses Not Included47085OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt47085ExpensesNotRptdOnFinStmt
Total Expenses Per Form9904292156TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
LIABILITY UNDER FIN 48 FOOTNOTESCHEDULE D, PAGE 3, PART XACCOUNTING STANDARDS PROVIDE GUIDANCE FOR HOW CERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ASSOCIATION'S INFORMATION RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE- LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED" OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE- LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT AND ASSET OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. THE ASSOCIATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS STATE JURISDICTION. THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2007. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS.
RECONCILIATION OF CHANGES - OTHERSCHEDULE D, PAGE 4, PART XI, LINE 8CONTRIBUTION PAID RECORDED AS NEGATIVE REVENUE ON F/S -20,239 INVESTMENT FEES INCLUDED IN U/R GAIN ON F/S -26,846 INVESTMENT FEES INCLUDED IN U/R GAIN ON F/S 26,846 CONTRIBUTION PAID RECORDED AS NEGATIVE REVENUE ON F/S 20,239
REVENUE AMOUNTS INCLUDED ON RETURN - OTHERSCHEDULE D, PAGE 4, PART XII, LINE 4BCONTRIBUTION PAID RECORDED AS NEGATIVE REVENUE ON F/S 20,239 INVESTMENT FEES INCLUDED IN U/R GAIN ON F/S 26,846
EXPENSE AMOUNTS INCLUDED ON RETURN - OTHERSCHEDULE D, PAGE 4, PART XIII, LINE 4BINVESTMENT FEES INCLUDED IN U/R GAIN ON F/S 26,846 CONTRIBUTION PAID RECORDED AS NEGATIVE REVENUE ON F/S 20,239

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Type Of Activities ConductedPROGRAM SERVICETypeOfActivitiesConducted
Specific Services ProvidedGRANTMAKINGSpecificServicesProvided
Total Expenditures149022TotalExpenditures
FieldValueIRS element (for citing)
Subtotal Amount Spent149022SubtotalAmountSpent
Total Amount Spent149022TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (4 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
NORTH AMERICAFELLOWSHIP37479CHECK
NORTH AMERICAFELLOWSHIP20813CHECK
NORTH AMERICAFELLOWSHIP15730CHECK
NORTH AMERICAFELLOWSHIP75000CHECK
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs4TotalNumberOf501c3Orgs

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE F, PAGE 1, PART I, LINE 2ReturnReference
ExplanationRECIPIENT WILL PROVIDE ADMINISTRATOR WITH BRIEF QUARTERLY REPORTS REGARDING THE USE OF FUNDS PROVIDED BY ADMINISTRATOR. ACCEPTANCE OF THE GRANT AND USE OF THE FUNDS IS CONDITIONAL UPON RECIPIENTS COMPLETION OF ALL INFORMATION FIELDS REQUESTED IN ONLINE REPORTING REQUIRED BY ADMINISTRATOR, WITHOUT MODIFICATION. RECIPIENT WILL PROVIDE REPORTS USING AN ONLINE REPORTING SYSTEM CREATED BY ADMINISTRATOR. QUARTERLY REPORTS ARE DUE ON OCTOBER 15, JANUARY 15, AND APRIL 15. RECIPIENT WILL PROVIDE FOLLOW-UP INFORMATION REQUESTED BY ADMINISTRATOR WITHIN THE TIMEFRAMES ESTABLISHED BY ADMINISTRATOR. RECIPIENT WILL PROVIDE ADMINISTRATOR WITH A DETAILED FINAL REPORT USING THE ONLINE TEMPLATE PROVIDED BY THE ADMINISTRATOR. THE FINAL REPORT IS DUE ON JULY 31 AND SHOULD DESCRIBE ATTAINMENT OF FELLOWSHIP OBJECTIVES AND OUTCOMES, RECONCILIATION OF ALL EXPENSES, AND OTHER REQUESTED INFORMATION AS DESCRIBED IN ADMINISTRATORS REPORT REQUEST DOCUMENTS. IF A FINAL REPORT IS NOT SUBMITTED, THE RECIPIENT WILL BE INELIGIBLE TO APPLY FOR GRANTS IN SUBSEQUENT FUNDING CYCLES. PORTIONS OF THE QUARTERLY AND FINAL REPORTS WILL BE COMMUNICATED TO THE ORTHOPAEDIC COMMUNITY AND DONOR(S) IN AGGREGATE FORM WITH INFORMATION PROVIDED BY OTHER GRANT RECIPIENTS AND MAY BE PUBLISHED BY ADMINISTRATOR IN ELECTRONIC OR PRINT FORMAT. IF THE FINAL REPORT SHOWS UNUSED FUNDS OR IF ADMINISTRATOR DETERMINES THAT RECIPIENT HAS USED FUNDS FOR PURPOSES OTHER THAN THOSE SPECIFICALLY APPROVED IN THE GRANT APPLICATION OR IN VIOLATION OF THE TERMS OF THIS AGREEMENT, RECIPIENT SHALL PROMPTLY REIMBURSE ADMINISTRATOR ALL UNUSED OR IMPROPERLY USED FUNDS. REIMBURSEMENT SHALL BE DUE AT THE TIME OF SUBMISSION OF THE FINAL REPORT IN ORDER FOR RECIPIENT TO BE ELIGIBLE FOR GRANT FUNDING IN THE NEXT FUNDING CYCLE. RECIPIENT WILL NOT USE FUNDS FOR ANY CAPITAL IMPROVEMENT, CAPITAL EQUIPMENT PURCHASES, MALPRACTICE INSURANCE COVERAGE, ENDOWMENT FUNDING, MEALS, TRAVEL, HOUSING, OR OTHER EXPENSES PROHIBITED BY THIS AGREEMENT, ADMINISTRATORS GUIDELINES, AND/OR APPLICABLE INDUSTRY STANDARDS. IF RECIPIENT RECEIVES ADDITIONAL OUTSIDE FUNDING FOR A FELLOWSHIP THAT DUPLICATES FUNDING PROVIDED BY THE GRANT PROGRAM, RECIPIENT SHALL NOTIFY ADMINISTRATOR IMMEDIATELY AND RETURN THE GRANT PROGRAM FUNDS TO ADMINISTRATOR, UNLESS THE ADMINISTRATOR DETERMINES OTHERWISE IN ITS SOLE DISCRETIONExplanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (40 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST YAWKEY BLDG 3CBOSTONMA02114041564655361293FELLOWSHIP
THE GENERAL HOSPITAL FOUNDATION
55 FRUIT ST YAWKEY BLDG 3700BOSTONMA02114246000376332920FELLOWSHIP
BRIGHAM AND WOMEN'S HOSPITAL INC
75 FRANCIS STREETBOSTONMA021150423129093114300FELLOWSHIP
NEW YORK UNIVERSITY
PO BOX 415026BOSTONMA02241135562308341793FELLOWSHIP
NEW YORK SOCIETY FOR THE RELIEF OF
535 EAST 70TH STREETNEW YORKNY10021131624135377035FELLOWSHIP
MT SINAI SCHOOL OF MEDICINE
1 GUSTAVE L LEVY PLACE BOX 1188NEW YORKNY10029136171197321536FELLOWSHIP
THE TRUSTEES OF COLUMBIA UNIVERSITY
622 W 168TH ST PH 1155NEW YORKNY10032135598093320813FELLOWSHIP
UNIVERSITY OF PITTSBURGH PHYSICIANS
3471 FIFTH AVENUE 1011PITTSBURGHPA15213232919472316000FELLOWSHIP
PENNSYLVANIA STATE UNIVERSITY
30 HOPE DRIVE EC089HERSHEYPA1703824600037635800FELLOWSHIP
THE ORTHOPAEDIC FOUNDATION
925 CHESTNUT STREET 5TH FLPHILADELPHIAPA19107222620085337500FELLOWSHIP
TRUSTEES OF THE UNIVERSITY OF PENNS
PO BOX 785541PHILADELPHIAPA19178231352685320813FELLOWSHIP
THE CHILDREN'S HOSPITAL OF PHILADEL
PO BOX 8500PHILADELPHIAPA19178231325216318125FELLOWSHIP
UNIVERSITY OF MARYLAND MEDICAL SYST
110 S PACA STREET 9TH FLOORBALTIMOREMD21201522238993338300FELLOWSHIP
SINAI HOSPITAL OF BALTIMORE INC
2401 W BELVEDERE AVEBALTIMOREMD2121752048654037200FELLOWSHIP
UNION MEMORIAL HOSPITAL
333 N CALVERT ST 400BALTIMOREMD21218520591685318125FELLOWSHIP
JOHNS HOPKINS UNIVERSITY
601 N CAROLINE ST RM 516BALTIMOREMD21287520595110316000FELLOWSHIP
ANDERSON CLINIC POST-GRADUATE MEDIC
PO BOX 7088ALEXANDRIAVA22307541632197345000FELLOWSHIP
MUSCULOSKELETAL TUMOR SOCIETY
PO BOX 320062ALEXANDRIAVA223209544805403130768RESEARCH
WAKE FOREST UNIVERSITY HEALTH SCIEN
MEREDITH RENTZ MEDICAL CENTER BLVDWINSTONNC27157223849199324043FELLOWSHIP
DUKE UNIVERSITY
PO BOX 3615 RM 317-BDURHAMNC27710560532129317375FELLOWSHIP
THE CAROLINAS HEALTHCARE FOUNDATION
1616 SCOTT AVENUECHARLOTTENC28203566060481310175FELLOWSHIP
ORTHOCAROLINA
1915 RANDOLPH ROADCHARLOTTENC28207561093722324043FELLOWSHIP
EMORY UNIVERSITY
59 EXECUTIVE PARK SOUTH 2000ATLANTAGA30030580566256323230FELLOWSHIP
UNIVERSITY OF FLORIDA
PO BOX 115501GAINESVILLEFL32612596002052332631FELLOWSHIP
UNIVERSITY OF MIAMI
PO BOX 016960MIAMIFL33101590624458316667FELLOWSHIP
FOUNDATION FOR ORTHO RESEARCH & ED
13020 TELECOM PARKWAY NTAMPAFL33637593555349312200FELLOWSHIP
VANDERBILT UNIVERSITY MEDICAL CENTE
1215 21ST AVENUE SOUTHNASHVILLETN37232620476822317375FELLOWSHIP
MARY S STERN HAND FOUNDATION
538 OAK STREET 200CINCINNATIOH4521931120258336000FELLOWSHIP
WILLIAM BEAUMONT HOSPITAL
3601 W THIRTEEN MILE ROADROYAL OAKMI48073381459362329500FELLOWSHIP
THE UNIVERSITY OF IOWA
200 HAWKINS DRIVEIOWA CITYIA52247426004813312375FELLOWSHIP
MAYO CLINIC
200 FIRST STREETROCHESTERMN55903416011702381063FELLOWSHIP
RUSH UNIVERSITY MEDICAL CENTER
600 S PAULINE ST 202CHICAGOIL60612362174823345000FELLOWSHIP
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVECHICAGOIL60693916001537357500FELLOWSHIP
WASHINGTON UNIVERSITY
700 ROSEDALE AVE CAMPUS BOX 1034ST LOUISMO63112430653611340730FELLOWSHIP
MAYO CLINIC ARIZONA
13400 EAST SHEA BLVDSCOTTSDALEAZ85259860800150320813FELLOWSHIP
KERLAN JOBE ORTHOPAEDIC FOUNDATION
6801 PARK TERRACE 500LOS ANGELESCA90045954707606312375FELLOWSHIP
ARTHRITIS SURGERY CENTER OF SAN DIE
7910 FROST STREET 2000SAN DIEGOCA92123330386567337500FELLOWSHIP
BOARD OF TRUSTEES OF THE LELAND STA
450 BROADWAY ST MC 6342REDWOOD CITYCA94063941156365320813FELLOWSHIP
SAN FRANCISCO GENERAL HOSPITAL FOUN
2789 25TH STREET 2028SAN FRANCISCOCA94110943189424316738FELLOWSHIP
REGENTS OF THE UNIVERSITY OF CALIFO
4860 Y STREET 3800SACRAMENTOCA95817946036493348500FELLOWSHIP
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants70TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATESIdentifier
Return ReferenceSCHEDULE I, PAGE 1, PART I, LINE 2ReturnReference
ExplanationRECIPIENT WILL PROVIDE ADMINISTRATOR WITH BRIEF QUARTERLY REPORTS REGARDING THE USE OF FUNDS PROVIDED BY ADMINISTRATOR. ACCEPTANCE OF THE GRANT AND USE OF THE FUNDS IS CONDITIONAL UPON RECIPIENTS COMPLETION OF ALL INFORMATION FIELDS REQUESTED IN ONLINE REPORTING REQUIRED BY ADMINISTRATOR, WITHOUT MODIFICATION. RECIPIENT WILL PROVIDE REPORTS USING AN ONLINE REPORTING SYSTEM CREATED BY ADMINISTRATOR. QUARTERLY REPORTS ARE DUE ON OCTOBER 15, JANUARY 15, AND APRIL 15. RECIPIENT WILL PROVIDE FOLLOW-UP INFORMATION REQUESTED BY ADMINISTRATOR WITHIN THE TIMEFRAMES ESTABLISHED BY ADMINISTRATOR. RECIPIENT WILL PROVIDE ADMINISTRATOR WITH A DETAILED FINAL REPORT USING THE ONLINE TEMPLATE PROVIDED BY THE ADMINISTRATOR. THE FINAL REPORT IS DUE ON JULY 31 AND SHOULD DESCRIBE ATTAINMENT OF FELLOWSHIP OBJECTIVES AND OUTCOMES, RECONCILIATION OF ALL EXPENSES, AND OTHER REQUESTED INFORMATION AS DESCRIBED IN ADMINISTRATORS REPORT REQUEST DOCUMENTS. IF A FINAL REPORT IS NOT SUBMITTED, THE RECIPIENT WILL BE INELIGIBLE TO APPLY FOR GRANTS IN SUBSEQUENT FUNDING CYCLES. PORTIONS OF THE QUARTERLY AND FINAL REPORTS WILL BE COMMUNICATED TO THE ORTHOPAEDIC COMMUNITY AND DONOR(S) IN AGGREGATE FORM WITH INFORMATION PROVIDED BY OTHER GRANT RECIPIENTS AND MAY BE PUBLISHED BY ADMINISTRATOR IN ELECTRONIC OR PRINT FORMAT. IF THE FINAL REPORT SHOWS UNUSED FUNDS OR IF ADMINISTRATOR DETERMINES THAT RECIPIENT HAS USED FUNDS FOR PURPOSES OTHER THAN THOSE SPECIFICALLY APPROVED IN THE GRANT APPLICATION OR IN VIOLATION OF THE TERMS OF THIS AGREEMENT, RECIPIENT SHALL PROMPTLY REIMBURSE ADMINISTRATOR ALL UNUSED OR IMPROPERLY USED FUNDS. REIMBURSEMENT SHALL BE DUE AT THE TIME OF SUBMISSION OF THE FINAL REPORT IN ORDER FOR RECIPIENT TO BE ELIGIBLE FOR GRANT FUNDING IN THE NEXT FUNDING CYCLE. RECIPIENT WILL NOT USE FUNDS FOR ANY CAPITAL IMPROVEMENT, CAPITAL EQUIPMENT PURCHASES, MALPRACTICE INSURANCE COVERAGE, ENDOWMENT FUNDING, MEALS, TRAVEL, HOUSING, OR OTHER EXPENSES PROHIBITED BY THIS AGREEMENT, ADMINISTRATORS GUIDELINES, AND/OR APPLICABLE INDUSTRY STANDARDS. IF RECIPIENT RECEIVES ADDITIONAL OUTSIDE FUNDING FOR A FELLOWSHIP THAT DUPLICATES FUNDING PROVIDED BY THE GRANT PROGRAM, RECIPIENT SHALL NOTIFY ADMINISTRATOR IMMEDIATELY AND RETURN THE GRANT PROGRAM FUNDS TO ADMINISTRATOR, UNLESS THE ADMINISTRATOR DETERMINES OTHERWISE IN ITS SOLE DISCRETIONExplanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonKRISTIN OLDS GLAVIN JDNamePerson
Base Compensation Filing Org256371BaseCompensationFilingOrg
Nontaxable Benefits Filing Org46925NontaxableBenefitsFilingOrg
Total Compensation Filing Org303296TotalCompensationFilingOrg

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (9 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ANY SIGNIFICANT CHANGES IN CONDUCT FOR PROGRAM SERVICESFORM 990, PAGE 2, PART III, LINE 3ON JUNE 30, OMEGA MEDICAL GRANTS ASSOCIATION WAS DISSOLVED AND FORMED A NEW CORPORATION WHICH CONTINUED THE OPERATIONS. AT THAT POINT, THE SOCIETY STOPPED REPORTING GRANTS ADMINISTRATION SERVICES.
ALL OTHER ACHIEVEMENTS DESCRIPTIONFORM 990, PAGE 2, PART III, LINE 4DAOA KELLOG LEADERSHIP SERIES IS A PROGRAM DESIGNED TO EMPOWER AND AMPLIFY THE SKILLS OF ORTHOPAEDIC SURGEONS. ACADEMICS IS COMPRISED OF THE ACADEMIC LEADERSHIP COMMITTEE AND THE COUNCIL ON ORTHOPAEDIC RESIDENCY DIRECTORS, AND EXPENSES ASSOCIATED TO THIS AREA RELATED TO COMMITTEE MEETINGS AND EDUCATION ACTIVITIES AND MEETINGS.AOA'S LEADERSHIP FELLOWSHIPS RECOGNIZE YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFYING AND PROMOTING THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY AND SUPPORT EDUCATIONAL GROWTH AND EXCHANGE OF INFORMATION.
CLASSES OF MEMBERS OR STOCKHOLDERSFORM 990, PAGE 6, PART VI, LINE 6THERE ARE 5 CLASSES OF MEMBERSHIP IN THE ASSOCIATION: ACTIVE, HONORARY, CORRESPONDING, AFFILIATE ,SENIOR, ASSOCIATE AND EMERITUS. QUALIFICATIONS AND CRITERIA REQUIRED TO QUALIFY FOR EACH MEMBERSHIP CLASS IS SET FORTH BY THE MEMBERSHIP COMMITTEE IN THE BYLAWS.
ELECTION OF MEMBERS AND THEIR RIGHTSFORM 990, PAGE 6, PART VI, LINE 7AMEMBERSHIP COMMITTEE SETS FORTH THE REQUIREMENTS FOR MEMBERSHIP CLASSES, THE EXECUTIVE COMMITTEE AND MEMBERSHIP APPROVES CANDIDATES.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990FORM 990, PAGE 6, PART VI, LINE 11BAN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE ASSOCIATION'S FORM 990 AND SUBMITS THE FORM TO THE ASSOCIATION'S MANAGEMENT STAFF FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL MEMBERS OF THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ON THE FORM BY THE EXECUTIVE DIRECTOR AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO THE TREASURER FOR FINAL REVIEW AND SIGNATURE. THE FORM 990 IS ALSO ATTACHED TO THE IL FORM AG-990-IL WHICH REQUIRES SIGNATURES OF TWO OFFICERS. THIS PROVIDES THE OPPORTUNITY FOR A FINAL REVIEW BY A SECOND OFFICER.
ENFORCEMENT OF CONFLICTS POLICYFORM 990, PAGE 6, PART VI, LINE 12CTHE ASSOCIATION COLLECTS RELEVANT CONFLICT OF INTEREST INFORMATION FROM ALL STANDING COMMITTEE AND BOARD MEMBERS INCLUDING FINANCIAL RANGES ASSOCIATED WITH EACH CONFLICT OF INTEREST CATEGORY. AT EACH MEETING MEMBERS VERBALLY PROVIDE UPDATES TO THE DISCLOSURES MADE ONCE ANNUALLY AND EACH COMMITTEE CHAIR MANAGES THE CONFLICT/RECUSAL PROCESS WHEN A POTENTIAL CONFLICT ARISES RELEVANT TO THE TOPIC OF DISCUSSION AT HAND. THE ASSOCIATION ELECTED PHYSICIAN LEADERSHIP RETAINS ULTIMATE APPROVAL AUTHORITY OVER THE POLICY AND ADMINISTRATION.
COMPENSATION PROCESS FOR TOP OFFICIALFORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION PROCESS FOR TOP OFFICIAL IS ESTABLISHED BY WRITTEN CONTRACT REVIEWED BY COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP) AND OUTSIDE COUNSEL. CONTRACTUAL PARAMETERS FOR COMPENSATION REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED UPON CONTRACTUAL PARAMETERS.
COMPENSATION PROCESS FOR OFFICERSFORM 990, PAGE 6, PART VI, LINE 15BN/A- NO OFFICER COMPENSATION IS PROVIDED
GOVERNING DOCUMENTS DISCLOSURE EXPLANATIONFORM 990, PAGE 6, PART VI, LINE 19EXCERPTS OF INFORMATION ARE AVAILABLE ON THE WEBSITE, OTHERWISE UPON REQUEST

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1OMEGA MEDICAL GRANTS ASSOCIATIONBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line16300 N RIVER ROAD SUITE 505AddressLine1
CityROSEMONTCity
StateILState
ZIP Code60018ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesGRANTSPrimaryActivities
Legal Domicile StateILLegalDomicileState
Total Income1480175TotalIncome
Direct Controlling Entity NAN/ADirectControllingEntityNA