ASSOCIATION OF BONE & JOINT SURGEONS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF BONE & JOINT SURGEONS (EIN 42-0848331)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201132289349301253
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T11:59:19-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DR STE 760 | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60173 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420848331 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF BONE AND JOINT | BusinessNameLine1 |
| Business Name Line2 | SURGEONS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASSO | NameControl |
| Phone | 8474305041 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD | AddressLine1 |
| Address Line2 | ROOM/SUITE 605 | AddressLine2 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES L SALTZMAN | Name |
| Title | TREASURER | Title |
| Phone | 8474305041 | Phone |
| Date Signed | 2011-07-21 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID WASIELEWSKI | Name |
| Phone | 8472401040 | Phone |
| Date Prepared | 2011-07-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN H HEALEY MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD SUITE 605 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7233726 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ABJS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1947 | YearFormation |
| State Legal Domicile | OK | StateLegalDomicile |
| Activity Or Mission Description | THE ASSOCIATION OF BONE AND JOINT SURGEONS (THE ASSOCIATION) IS A NONPROFIT CORPORATION, ORGANIZED TO EXCHANGE INFORMATION, STIMULATE DEVELOPMENT AND ADVANCEMENT OF ORTHOPAEDIC SURGERY, TRAIN LEADERS, SPONSOR AND CONTRIBUTE TO THE SCIENTIFIC ASPECTS OF, AND CLINICAL RESEARCH IN, ORTHOPAEDIC SURGERY, AND SPONSOR PUBLICATION OF THE SCIENTIFIC JOURNAL, CLINICAL ORTHOPAEDICS AND RELATED RESEARCH (CORR). | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 8 | TotalNbrEmployees |
| Total Nbr Volunteers | 23 | TotalNbrVolunteers |
| Total Gross UBI | 4245 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1975 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 74725 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 81150 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 69686 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 71943 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -129974 | InvestmentIncomePriorYear |
| Investment Income Current Year | 302459 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2903267 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2942712 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2917704 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3398264 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 99295 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 83353 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1032529 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1068203 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 997871 | OtherExpensePriorYear |
| Other Expenses Current Year | 1260309 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2129695 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2411865 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 788009 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 986399 | RevenuesLessExpensesCY |
| Total Assets BOY | 8908925 | TotalAssetsBOY |
| Total Assets EOY | 10240692 | TotalAssetsEOY |
| Total Liabilities BOY | 1080582 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1027007 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7828343 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 9213685 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE ASSOCIATION OF BONE AND JOINT SURGEONS (THE ASSOCIATION) IS A NONPROFIT CORPORATION, ORGANIZED TO EXCHANGE INFORMATION, STIMULATE DEVELOPMENT AND ADVANCEMENT OF ORTHOPAEDIC SURGERY, TRAIN LEADERS, SPONSOR AND CONTRIBUTE TO THE SCIENTIFIC ASPECTS OF, AND CLINICAL RESEARCH IN, ORTHOPAEDIC SURGERY, AND SPONSOR PUBLICATION OF THE SCIENTIFIC JOURNAL, CLINICAL ORTHOPAEDICS AND RELATED RESEARCH (CORR). | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1605328 | Expense |
| Revenue | 2965294 | Revenue |
| Description | MEDICAL JOURNAL PUBLISHED TO DISSEMINATE ORTHOPAEDIC KNOWLEDGE TO PROFESSIONALS IN THE FIELD OF ORTHOPAEDIC SURGERY | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 312887 | Expense |
| Revenue | 43643 | Revenue |
| Description | EDUCATIONAL/SCIENTIFIC MEETINGS AND WORKSHOPS TO DISSEMINATE CURRENT RESEARCH FINDINGS IN VARIOUS AREAS OF ORTHOPAEDIC SURGERY TO PROFESSIONALS IN THE FIELD | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 91055 | Expense |
| Grants | 83353 | Grants |
| Description | VARIOUS RESEARCH AWARDS TO ORTHOPAEDIC PROFESSIONALS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 12212 | Expense |
| Description | MEMBERSHIP EXPENSES OF THE ORGANIZATION | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 12212 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 2021482 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 8 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | COLETTE HOHIMER | NamePerson |
| Telephone Number | 8474305041 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 RIVER ROAD SUITE 605 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J GRECULA MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DAVID G LEWALLEN MD | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| JOHN H HEALEY MD | ||||||||
| PRESIDENT | 1.00 | X | 0 | 0 | 0 | X | ||
| RANDALL E MARCUS MD | ||||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | X | ||
| MARY I OCONNOR MD | ||||||||
| 1ST VP | 1.00 | X | 0 | 0 | 0 | X | ||
| EDWARD G MCFARLAND MD | ||||||||
| 2ND VP | 1.00 | X | 0 | 0 | 0 | X | ||
| CHARLES L SALTZMAN MD | ||||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | ||
| MARLENE DEMAIO MD | ||||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X | ||
| CHRISTOPHER P BEAUCHAMP MD | ||||||||
| PAST PRESIDE | 1.00 | X | 0 | 0 | 0 | |||
| BERT J THOMAS MD | ||||||||
| PAST PRESIDE | 1.00 | X | 0 | 0 | 0 | |||
| RICHARD BRAND | ||||||||
| EDITOR IN CH | 40.00 | 278995 | 0 | 0 | X | |||
| PAUL LOTKE | ||||||||
| STAFF | 20.00 | 127500 | 0 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 406495 | TotalReportableCompFromOrg |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | AMERICAN ACADEMY OF ORTHOPAEDIC SUR | NamePerson |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD | AddressLine1 |
| Address Line2 | SUITE 727 | AddressLine2 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | ADMINISTRATIVE | DescriptionOfServices |
| Compensation | 213810 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 81150 | AllOtherContributions |
| Total Contributions | 81150 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ANNUAL MEETING | 43643 | 43643 |
| MEMBERSHIP DUES | 28300 | 28300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 71943 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 248714 | TotalRevenueColumn |
| Exclusion | $248,714 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2965294 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2961049 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4245 | UnrelatedBusinessRevenue |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11470 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 36754 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -25284 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -25284 | TotalRevenueColumn |
| Exclusion | -$25,284 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3852453 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3798708 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53745 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 53745 | TotalRevenueColumn |
| Exclusion | $53,745 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Total Revenue Column | 2702 | TotalRevenueColumn |
| Exclusion | $2,702 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2702 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3398264 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3032992 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 4245 | UnrelatedBusinessRevenue |
| Exclusion | $279,877 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63153 | Total |
| Program Services | 63153 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20200 | Total |
| Program Services | 20200 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 965546 | Total |
| Program Services | 965546 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5090 | Total |
| Program Services | 5090 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49160 | Total |
| Program Services | 49160 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48407 | Total |
| Program Services | 48407 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213810 | Total |
| Management And General | 213810 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4850 | Total |
| Management And General | 4850 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55913 | Total |
| Management And General | 55913 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34897 | Total |
| Program Services | 34897 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2091 | Total |
| Program Services | 2091 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347107 | Total |
| Program Services | 318052 | ProgramServices |
| Management And General | 29055 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28168 | Total |
| Management And General | 28168 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54427 | Total |
| Program Services | 35629 | ProgramServices |
| Management And General | 18798 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14621 | Total |
| Program Services | 14621 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 331132 | Total |
| Program Services | 327025 | ProgramServices |
| Management And General | 4107 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56560 | Total |
| Program Services | 56560 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33130 | Total |
| Program Services | 22778 | ProgramServices |
| Management And General | 10352 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PUBLISHING COMPUTER EXPEN | 23841 | 23841 | |
| MISCELLANEOUS EXPENSES | 15979 | 15979 | |
| MEMBERSHIP EXPENSE | 12212 | 12212 | |
| AWARD ENGRAVINGS | 7702 | 7702 | |
| PUBLISHING HIRING EXPENSE | 6291 | 6291 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17578 | Total |
| Program Services | 8227 | ProgramServices |
| Management And General | 9351 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2411865 | Total |
| Program Services | 2021482 | ProgramServices |
| Management And General | 390383 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1620473 | BOY |
| EOY | 717400 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56912 | BOY |
| EOY | 25157 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82556 | BOY |
| EOY | 61112 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1842207 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 346729 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1528268 | BOY |
| EOY | 1495478 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5127758 | BOY |
| EOY | 7360405 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 492958 | BOY |
| EOY | 581140 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8908925 | BOY |
| EOY | 10240692 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61457 | BOY |
| EOY | 27007 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1019125 | BOY |
| EOY | 1000000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1080582 | BOY |
| EOY | 1027007 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7483007 | BOY |
| EOY | 8815119 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18000 | BOY |
| EOY | 27680 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327336 | BOY |
| EOY | 370886 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7828343 | BOY |
| EOY | 9213685 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8908925 | BOY |
| EOY | 10240692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 986399 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 398943 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | 104800 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 136025 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 154837 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 105201 | CurrentTaxYearMinus1Year |
| Current Tax Year | 81150 | CurrentTaxYear |
| Total | 582013 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2507880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1532043 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2567669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2928881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3032992 | CurrentTaxYear |
| Total | 12569465 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2702 | CurrentTaxYear |
| Total | 2702 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2612680 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1668068 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2722506 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3034082 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3116844 | CurrentTaxYear |
| Total | 13154180 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 13154180 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 337411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 431671 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 220180 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 206984 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260184 | CurrentTaxYear |
| Total | 1456430 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 337411 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 431671 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 220180 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 206984 | CurrentTaxYearMinus1Year |
| Current Tax Year | 260184 | CurrentTaxYear |
| Total | 1456430 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2880 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus2 Years | 13749 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1975 | CurrentTaxYear |
| Total | 25269 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2952971 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2099739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2956435 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3247731 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3379003 | CurrentTaxYear |
| Total | 14635879 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89880 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87500 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.10000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12000 | 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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 492958 | BeginningOfYearBalance |
| Contributions | 44550 | Contributions |
| Investment Earnings Or Losses | 43632 | InvestmentEarningsOrLosses |
| End Of Year Balance | 581140 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 392991 | BeginningOfYearBalance |
| Contributions | 28225 | Contributions |
| Investment Earnings Or Losses | 71742 | InvestmentEarningsOrLosses |
| End Of Year Balance | 492958 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 443749 | BeginningOfYearBalance |
| Contributions | 91986 | Contributions |
| Investment Earnings Or Losses | -142743 | InvestmentEarningsOrLosses |
| End Of Year Balance | 392991 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.64000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.03000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165854 | OtherCostOrOtherBasis |
| Book Value | 165854 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1490575 | OtherCostOrOtherBasis |
| Depreciation | 206552 | Depreciation |
| Book Value | 1284023 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 185778 | OtherCostOrOtherBasis |
| Depreciation | 140177 | Depreciation |
| Book Value | 45601 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1495478 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN NET ASSETS HE | Description |
| Book Value | 581140 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 581140 | TotalBookValueOtherAssets |
| Total Revenue | 3398264 | TotalRevenue |
| Total Expenses | 2411865 | TotalExpenses |
| Excess Or Deficit For Year | 986399 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 398943 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 398943 | TotalAdjustments |
| Excess Or Deficit Per FS | 1385342 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3778048 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 398943 | NetUnrealizedGainsInvestments |
| Other Revenues | 36754 | OtherRevenues |
| Revenue Not Rptd F990 | 435697 | RevenueNotRptdF990 |
| Revenue Subtotal | 3342351 | RevenueSubtotal |
| Other Revenues Not Included | 55913 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 55913 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3398264 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2392706 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 36754 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 36754 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2355952 | ExpensesSubtotal |
| Other Expenses Not Included | 55913 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 55913 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2411865 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | ACCOUNTING STANDARD PROVIDE GUIDANCE FOR HOW UNCERTAIN 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 PRESENTING THE ASSOCIATION'S TAX 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 TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS JURISDICTION. THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2006. AS OF AND FOR THE YEARS ENDED DECEMBER 31, 2009 AND 2008, MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. |
| RECONCILIATION OF CHANGES - OTHER | SCHEDULE D, PAGE 4, PART XI, LINE 8 | RENTAL EXPENSES NETTER ON THE TAX RETURN 36,754 INVESTMENT FEES INCLUDED IN INV INCOME ON F/S -55,913 RENTAL EXPENSES NETTED ON THE TAX RETURN -36,754 INVESTMENT FEES INCLUDED IN INV INCOME ON F/S 55,913 |
| REVENUE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | RENTAL EXPENSES NETTER ON THE TAX RETURN 36,754 |
| REVENUE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT FEES INCLUDED IN INV INCOME ON F/S 55,913 |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 2D | RENTAL EXPENSES NETTED ON THE TAX RETURN 36,754 |
| EXPENSE AMOUNTS INCLUDED ON RETURN - OTHER | SCHEDULE D, PAGE 4, PART XIII, LINE 4B | INVESTMENT FEES INCLUDED IN INV INCOME ON F/S 55,913 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| OREF | |||||||
| 6300 N RIVER ROAD | ROSEMONT | IL | 60018 | 366009467 | 3 | 20000 | RESEARCH |
| SPRINGER | |||||||
| 233 SPRING STREET | NEW YORK | NY | 10013 | 042509538 | 29899 | RESEARCH | |
| 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 III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | RESEARCH AWARDS | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 20200 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. THEY MUST PRESENT AT ANNUAL MEETING. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RICHARD BRAND | NamePerson |
| Base Compensation Filing Org | 278995 | BaseCompensationFilingOrg |
| Total Compensation Filing Org | 278995 | TotalCompensationFilingOrg |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE ASSOCIATION OF BONE AND JOINT SURGEONS (THE ASSOCIATION) IS A NONPROFIT CORPORATION, ORGANIZED TO EXCHANGE INFORMATION, STIMULATE DEVELOPMENT AND ADVANCEMENT OF ORTHOPAEDIC SURGERY, TRAIN LEADERS, SPONSOR AND CONTRIBUTE TO THE SCIENTIFIC ASPECTS OF, AND CLINICAL RESEARCH IN, ORTHOPAEDIC SURGERY, AND SPONSOR PUBLICATION OF THE SCIENTIFIC JOURNAL, CLINICAL ORTHOPAEDICS AND RELATED RESEARCH (CORR). |
| ALL OTHER ACHIEVEMENTS DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | MEMBERSHIP EXPENSES OF THE ORGANIZATION |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | MANAGEMENT IS DELEGATED TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. |
| CLASSES OF MEMBERS OR STOCKHOLDERS | FORM 990, PAGE 6, PART VI, LINE 6 | THE ASSOCIATION IS ORGANIZED WITH MEMBERS. THE MEMBERSHIP CONSISTS OF ACTIVE, SENIOR, EMERITUS, AND HONORARY CLASSES. |
| ELECTION OF MEMBERS AND THEIR RIGHTS | FORM 990, PAGE 6, PART VI, LINE 7A | ELECTION MAY BE BY RETURN BALLOT. A THREE-QUARTERS (3/4) AFFIRMATIVE VOTE OF THE ACTIVE, SENIOR, AND EMERITUS MEMBERS, RESPONDING BY THE DEADLINE DATE SHALL BE NECESSARY FOR ELECTION TO MEMBERSHIP. A CANDIDATE THUS REJECTED MAY AGAIN BE PROPOSED FOR MEMBERSHIP AT THE END OF THREE (3) YEARS. TO FULFILL THE CRITERIA FOR MEMBERSHIP, A NEWLY ELECTED MEMBER MUST PRESENT A PAPER WITHIN TWO (2) MEETINGS FOLLOWING ELECTION TO MEMBERSHIP. THE MEMBERSHIP COMMITTEE SHALL DISTRIBUTE A SCHEDULE OF DEADLINES ON AN ANNUAL BASIS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE ASSOCIATION'S FORM 990 AND SUBMITS THE FORM TO THE ASSOCIATION'S MANAGEMENT COMPANY FOR REVIEW. WITHIN THE MANAGEMENT COMPANY, THE FORM IS REVIEWED BY A CERTIFIED PUBLIC ACCOUNTANT WITH EXTENSIVE NONPROFIT ACCOUNTING EXPERIENCE. THE MANAGEMENT COMPANY SUBMITS THE FORM TO THE ASSOCIATION'S TREASURER FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL VOTING MEMBERS OF THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ON THE FORM BY THE TREASURER AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA AND INTERNAL ACCOUNTANT FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO THE TREASURER FOR FINAL REVIEW AND SIGNATURE. THE FORM 990 IS ALSO ATTACHED TO THE ILLINOIS FORM AG-990-IL WHICH REQUIRES THE SIGNATURE OF TWO OFFICERS. THIS PROVIDES THE OPPORTUNITY FOR A FINAL REVIEW OF THE FORM BY A SECOND OFFICER. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | THE ASSOCIATION'S MANAGEMENT COMPANY ANALYZES AMOUNTS DUE FROM OR TO ANY OFFICER, DIRECTOR, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS TO DETERMINE AMOUNTS PAID TO OR RECEIVED FROM SUCH PERSON. THE ASSOCIATION'S MANAGEMENT COMPANY ALSO SUBMITS A QUESTIONNAIRE ANNUALLY TO SUCH PERSON WITH THE QUESTIONS DESIGNED TO DETECT ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY. THE MANAGMENT COMPANY THEN PREPARES A REPORT OF ITS FINDINGS AND PRESENTS IT TO THE BOARD OF DIRECTORS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | THE ASSOCIATION'S MANAGEMENT COMPANY PREPARES A REPORT OF THE COMPENSATION. THE REPORT IS ACCOMPANIED BY THE MANAGEMENT COMPANY'S PRESENTATION OF COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD OF DIRECTORS REVIEWS THE REPORT, EXCEPT THAT ANY BOARD MEMBER WITH A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE IS NOT INVOLVED IN THIS REVIEW AND APPROVAL. THERE IS A CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE BOARD'S DELIBARATIONS AND DECISIONS. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | THE PROCESS IS IDENTICAL TO THAT FOR THE CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE AVAILABLE UPON REQUEST |