AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS (EIN 36-2110592)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-14
- IRS object ID
- 201133189349304383
- Schema version
- 2010v3.4
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-14T16:01:48-06:00 | 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 | BLACKMAN KALLICK LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 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 | 2011-11-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| Phone | 3122071040 | Phone |
| Date Prepared | 2011-11-10 | 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 | 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 | 57289799 | 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 | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 282 | TotalNbrEmployees |
| Total Nbr Volunteers | 2708 | TotalNbrVolunteers |
| Total Gross UBI | 2043626 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 266722 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8603438 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6105310 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24404379 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24634998 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -174746 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1906370 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 425420 | OtherRevenuePriorYear |
| Other Revenue Current Year | 686512 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33258491 | TotalRevenuePriorYear |
| Total Revenue Current Year | 33333190 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 93448 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 482522 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15321829 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14884197 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 32012 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 17165637 | OtherExpensePriorYear |
| Other Expenses Current Year | 17023690 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32580914 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32390409 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 677577 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 942781 | RevenuesLessExpensesCY |
| Total Assets BOY | 74811570 | TotalAssetsBOY |
| Total Assets EOY | 81850244 | TotalAssetsEOY |
| Total Liabilities BOY | 15902612 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 16939985 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 58908958 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 64910259 | 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 | 6661263 | Expense |
| Revenue | 15123143 | Revenue |
| Description | ANNUAL MEETING - PRESENTATION OF LECTURES AND SYMPOSIA ON ORTHOPAEDIC SURGERY AND RELATED TOPICS. 2010 ATTENDANCE: 27,211. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3950457 | Expense |
| Grants | 20000 | Grants |
| Revenue | 3256676 | 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. 41 COURSES OFFERED IN 2010. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2724053 | Expense |
| Revenue | 2654953 | Revenue |
| Description | SPECIALTY SOCIETY MANAGEMENT - PROVIDE MEETING MANAGEMENT SERVICES FOR ORTHOPAEDIC SPECIALTY SOCIETIES AND PROMOTE ORTHOPAEDIC UNITY AMONG SOCIETIES. 13 SPECIALTY SOCIETIES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7358493 | Expense |
| Grants | 462522 | Grants |
| Revenue | 360092 | 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 | 7358493 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 462522 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 360092 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 20694266 | 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 | 0 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 160 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 282 | 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 | 0 | QuidProQuoContributions |
| 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 | 13 | 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 CFO | 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 (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| JOHN J CALLAGHAN MD | |||||||||
| PRESIDENT | 15.00 | X | X | 118931 | 0 | 0 | |||
| DANIEL J BERRY MD | |||||||||
| FIRST VICE-PRESIDENT | 10.00 | X | X | 76373 | 0 | 0 | |||
| JOHN R TONGUE MD | |||||||||
| SECOND VICE-PRESIDENT | 10.00 | X | X | 34720 | 0 | 0 | |||
| FREDERICK M AZAR MD | |||||||||
| TREASURER | 5.00 | X | X | 1027 | 0 | 0 | |||
| JOSEPH D ZUCKERMAN MD | |||||||||
| PAST PRESIDENT | 3.00 | X | 33702 | 0 | 0 | ||||
| RICHARD J BARRY MD | |||||||||
| BOC CHAIR | 2.00 | X | 7574 | 0 | 0 | ||||
| DAVID D TEUSCHER MD | |||||||||
| BOC CHAIR-ELECT | 2.00 | X | 4022 | 0 | 0 | ||||
| FRED C REDFERN MD | |||||||||
| BOC SECRETARY | 2.00 | X | 2221 | 0 | 0 | ||||
| M BRADFORD HENLEY MD | |||||||||
| BOS CHAIR | 2.00 | X | 3877 | 0 | 0 | ||||
| JEFFREY O ANGLEN MD | |||||||||
| BOS CHAIR-ELECT | 2.00 | X | 9975 | 0 | 0 | ||||
| GREGORY A MENCIO MD | |||||||||
| BOS SECRETARY | 2.00 | X | 0 | 0 | 0 | ||||
| KEVIN P BLACK | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 1044 | 0 | 0 | ||||
| PAUL TORNETTA III MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 0 | 0 | ||||
| MICHAEL L PARKS MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 0 | 0 | ||||
| DANIEL W WHITE MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 944 | 0 | 0 | ||||
| G ZACHARY WILHOIT MS MBA | |||||||||
| LAY MEMBER | 2.00 | X | 2310 | 0 | 0 | ||||
| KAREN L HACKETT | |||||||||
| CHIEF EXEC OFFICER | 70.00 | X | 480714 | 0 | 50220 | ||||
| RICHARD J STEWART | |||||||||
| CHIEF FINANCIAL OFFICER | 60.00 | X | 249062 | 0 | 33720 | ||||
| MARK W WIETING | |||||||||
| CHIEF EDUCATION OFFICER | 60.00 | X | 248389 | 0 | 33720 | ||||
| RICHARD PETERSON JD | |||||||||
| GENERAL COUNSEL | 60.00 | X | 278695 | 0 | 33720 | ||||
| WILLIAM R MARTIN MD | |||||||||
| MEDICAL DIRECTOR | 70.00 | X | 181935 | 0 | 27414 | ||||
| MARILYN L FOX | |||||||||
| DIRECTOR, PUBLICATIONS | 50.00 | 211802 | 0 | 30400 | X | ||||
| SANDRA R GORDON | |||||||||
| DIRECTOR, PUBLIC RELATIONS | 50.00 | 177381 | 0 | 26958 | X | ||||
| LEWIS W JENKINS | |||||||||
| DIRECTOR, MARKETING | 50.00 | 160159 | 0 | 25236 | X | ||||
| DAVID A LOVETT JD | |||||||||
| DIRECTOR, GOVT AFFAIRS | 50.00 | 213201 | 0 | 30540 | X | ||||
| HOWARD MEVIS | |||||||||
| DIRECTOR, DEMECOPM | 50.00 | 208132 | 0 | 30033 | X | ||||
| JAMES A OGLE | |||||||||
| DIRECTOR, INFORMATION SVCS | 50.00 | 180305 | 0 | 27251 | X | ||||
| CHARLES TURKELSON | |||||||||
| DIRECTOR, RESEARCH | 50.00 | 152231 | 0 | 24443 | X | ||||
| LYNNE DOWLING | |||||||||
| DIRECTOR, INTERNATIONAL | 50.00 | 146421 | 0 | 23862 | X | ||||
| MARITA POWELL | |||||||||
| DIRECTOR, HUMAN RESOURCES | 50.00 | 145417 | 0 | 23762 | X | ||||
| SUSAN MCSORLEY | |||||||||
| DIRECTOR, CONVENTION & MTG SERVICES | 50.00 | 145195 | 0 | 23740 | X | ||||
| ALANNA PORTER | |||||||||
| SR MGR, GOVT AFFAIRS | 50.00 | 138313 | 0 | 23051 | X | ||||
| JEFFREY KRAMER | |||||||||
| DIRECTOR, EDUCATION PROG | 50.00 | 133461 | 0 | 22566 | X | ||||
| E ANTHONY RANKIN MD | |||||||||
| FORMER PAST PRESIDENT | 2.00 | 26758 | 0 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3774291 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 490636 | TotalOtherCompensation |
| Number Individuals GT100 K | 33 | 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 |
|---|---|---|---|---|---|
| MARTIN GROUP | |||||
| 949 N PLUM GROVE ROAD SUITE C | SCHAUMBURG | IL | 60173 | GRAPHIC ARTS | 473948 |
| WELLS FARGO BANK | |||||
| NW 5159 PO BOX 1450 | MINNEAPOLIS | MN | 55845 | INVESTMENT MANAGEMENT | 300662 |
| AUGUST LANG & HUSAK | |||||
| 4630 MONTGOMERY AVENUE SUITE 400 | BETHESDA | MD | 20814 | PUBLIC RELATIONS CONSULTANTS | 256600 |
| PHARMACEUTICAL MEDIA INC | |||||
| 30 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | ADVERTISING CONSULTANT | 194708 |
| SECURITAS SECURITY SERVICES USA INC | |||||
| 12672 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | SECURITY SERVICES | 145882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| Related Organizations | 4250000 | RelatedOrganizations |
| Government Grants | 123000 | GovernmentGrants |
| All Other Contributions | 1732310 | AllOtherContributions |
| Total Contributions | 6105310 | 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 | 15320594 | 15123143 | 197451 | |
| COURSE EDUCATION | 541900 | 3256676 | 3256676 | ||
| SPECIALTY SOCIETY MANA | 541900 | 2654953 | 2654953 | ||
| PUBLICATIONS ADVERTISI | 541800 | 1672089 | 1672089 | ||
| RENTAL INCOME FROM ORT | 531120 | 1173800 | 11570 | $1,162,230 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 556886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 394370 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 162516 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24634998 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1222321 | TotalRevenueColumn |
| Exclusion | $1,222,321 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2368448 | TotalRevenueColumn |
| Exclusion | $2,368,448 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15096618 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14412569 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 684049 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 684049 | TotalRevenueColumn |
| Exclusion | $684,049 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 7862104 | GrossSalesOfInventory |
| Cost Of Goods Sold | 9544040 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1681936 | TotalRevenueColumn |
| Related Or Exempt Function Income | -1681936 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33333190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19747206 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2043626 | UnrelatedBusinessRevenue |
| Exclusion | $5,437,048 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463731 | Total |
| Program Services | 463731 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18791 | Total |
| Program Services | 18791 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3412381 | Total |
| Program Services | 1791949 | ProgramServices |
| Management And General | 1620432 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8175820 | Total |
| Program Services | 5517670 | ProgramServices |
| Management And General | 2650150 | ManagementAndGeneral |
| Fundraising | 8000 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 781498 | Total |
| Program Services | 525540 | ProgramServices |
| Management And General | 255958 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1743180 | Total |
| Program Services | 155341 | ProgramServices |
| Management And General | 1587839 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771318 | Total |
| Program Services | 544194 | ProgramServices |
| Management And General | 227124 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69956 | Total |
| Program Services | 98 | ProgramServices |
| Management And General | 69858 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64772 | Total |
| Management And General | 64772 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348058 | Total |
| Management And General | 348058 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 930110 | Total |
| Program Services | 371288 | ProgramServices |
| Management And General | 538410 | ManagementAndGeneral |
| Fundraising | 20412 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 814738 | Total |
| Program Services | 766744 | ProgramServices |
| Management And General | 47994 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 736320 | Total |
| Program Services | 188160 | ProgramServices |
| Management And General | 548060 | ManagementAndGeneral |
| Fundraising | 100 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 269445 | Total |
| Program Services | 153361 | ProgramServices |
| Management And General | 116084 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 790216 | Total |
| Management And General | 790216 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2645187 | Total |
| Program Services | 1921031 | ProgramServices |
| Management And General | 721156 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4878245 | Total |
| Program Services | 4652578 | ProgramServices |
| Management And General | 225667 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402249 | Total |
| Management And General | 1402249 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226849 | Total |
| Program Services | 35227 | ProgramServices |
| Management And General | 191622 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| UNRELATED BUSINESS INCO | 48443 | 45844 | 2599 | |
| EQUIPMENT RENTAL | 1783313 | 1783313 | 0 | |
| OUTSIDE SERVICES | 1105803 | 1047935 | 57868 | |
| PRINTING AND PUBLICATIO | 577985 | 571086 | 6399 | 500 |
| REPAIRS AND MAINTENANCE | 370651 | 370651 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -38650 | Total |
| Program Services | 140385 | ProgramServices |
| Management And General | -179035 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32390409 | Total |
| Program Services | 20694266 | ProgramServices |
| Management And General | 11664131 | ManagementAndGeneral |
| Fundraising | 32012 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6254843 | BOY |
| EOY | 6367069 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 879810 | BOY |
| EOY | 766183 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2541496 | BOY |
| EOY | 2992004 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 778908 | BOY |
| EOY | 742096 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1973000 | BOY |
| EOY | 2119645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 26203993 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12244401 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14260497 | BOY |
| EOY | 13959592 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47659689 | BOY |
| EOY | 54618404 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 463327 | BOY |
| EOY | 285251 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74811570 | BOY |
| EOY | 81850244 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5291198 | BOY |
| EOY | 5790924 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10611414 | BOY |
| EOY | 11149061 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15902612 | BOY |
| EOY | 16939985 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56888827 | BOY |
| EOY | 63150442 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2020131 | BOY |
| EOY | 1759817 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58908958 | BOY |
| EOY | 64910259 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74811570 | BOY |
| EOY | 81850244 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 942781 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5058520 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 7276795 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15649227 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7247159 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8603438 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5869286 | CurrentTaxYear |
| Total | 44645905 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 27454753 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29471506 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33121400 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33435106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32698848 | CurrentTaxYear |
| Total | 156181613 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34731548 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45120733 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40368559 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 42038544 | CurrentTaxYearMinus1Year |
| Current Tax Year | 38568134 | CurrentTaxYear |
| Total | 200827518 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4500000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13900000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6000000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4250000 | CurrentTaxYear |
| Total | 34650000 | 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 | 4500000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13900000 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6000000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6000000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4250000 | CurrentTaxYear |
| Total | 34650000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 166177518 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2850614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1874063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3547303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3165735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3184096 | CurrentTaxYear |
| Total | 14621811 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2850614 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1874063 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3547303 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3165735 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3184096 | CurrentTaxYear |
| Total | 14621811 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 386362 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 60618 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 176618 | CurrentTaxYearMinus1Year |
| Current Tax Year | 266722 | CurrentTaxYear |
| Total | 897409 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4383211 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4498555 | CurrentTaxYearMinus3Years |
| Total | 8881766 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 42351735 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 51500440 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 43976480 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 45380897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 42018952 | CurrentTaxYear |
| Total | 225228504 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.73780 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.71910 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06490 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06520 | 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 | 390139 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 390139 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 41196251 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 41586390 | 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 | 453928 | CurrentYearMinus3 |
| Current Year Minus2 | 440831 | CurrentYearMinus2 |
| Current Year Minus1 | 463810 | CurrentYearMinus1 |
| Current Year | 390139 | CurrentYear |
| Total | 1748708 | 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 | 4743830 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 555647 | InvestmentEarningsOrLosses |
| Administrative Expenses | 44536 | AdministrativeExpenses |
| End Of Year Balance | 5254941 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 1161007 | OtherCostOrOtherBasis |
| Book Value | 1161007 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18051790 | OtherCostOrOtherBasis |
| Depreciation | 7879416 | Depreciation |
| Book Value | 10172374 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6991196 | OtherCostOrOtherBasis |
| Depreciation | 4364985 | Depreciation |
| Book Value | 2626211 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13959592 | TotalOfBookValueLandBuildings |
| Total Revenue | 33333190 | TotalRevenue |
| Total Expenses | 32390409 | TotalExpenses |
| Excess Or Deficit For Year | 942781 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5058520 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5058520 | TotalAdjustments |
| Excess Or Deficit Per FS | 6001301 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 63510097 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5058520 | NetUnrealizedGainsInvestments |
| Other Revenues | 29716446 | OtherRevenues |
| Revenue Not Rptd F990 | 34774966 | RevenueNotRptdF990 |
| Revenue Subtotal | 28735131 | RevenueSubtotal |
| Investment Expenses Not Included | 348059 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 4250000 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 4598059 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 33333190 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53237605 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 21195255 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 21195255 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32042350 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 348059 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 348059 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32390409 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ACADEMY AND ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ACADEMY AND ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ACADEMY AND 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 AND ASSOCIATION ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2007. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF AFFILIATES 20,172,406. COST OF GOODS SOLD 9,544,040. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION FROM AFFILIATE 4,250,000. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF AFFILIATES 11,651,215. COST OF GOODS SOLD 9,544,040. |
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 |
|---|---|---|---|---|---|
| ASIA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL EDUCATION PROGRAMS | 8876 |
| EAST ASIA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL EDUCATION PROGRAMS | 37155 |
| EUROPE | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL EDUCATION PROGRAMS | 338 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL EDUCATION PROGRAMS | 16948 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | INTERNATIONAL EDUCATION PROGRAMS | 3951 |
| EAST ASIA | 0 | 0 | GRANTS TO RECIPIENTS FROM THESE REGIONS | SCHOLARSHIP | 10335 |
| NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS FROM THESE REGIONS | SCHOLARSHIP | 2782 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS FROM THESE REGIONS | SCHOLARSHIP | 5674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 86059 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 86059 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (3 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| SCHOLARSHIP | EAST ASIA | 4 | 10335 | CASH |
| SCHOLARSHIP | NORTH AFRICA | 1 | 2782 | CASH |
| SCHOLARSHIP | NORTH AMERICA | 2 | 5674 | 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: INTERNATIONAL SURGEONS ARE PROVIDED SCHOLARSHIPS TO ATTEND SURGICAL SKILLS COURSES AT THE AAOS HEADQUARTERS. APPLICANTS MUST BE OF A COUNTRY IDENTIFIED AS ONE OF "GREATEST NEED", HAVE COMPLETED ALL BASIC AND SPECIALTY ORTHOPAEDIC TRAINING, HAVE A HISTORY OF VOLUNTEERING IN THEIR COMMUNITY, AND DEMONSTRATED A COMMITMENT TO IMPROVING PATIENT CARE. RECIPIENTS ARE GRANTED UP TO $3,000 USD TO OFFSET TRAVEL COSTS. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ORTHOPAEDIC LEARNING CENTER | |||||||
| 6300 N RIVER RD | ROSEMONT | IL | 60018 | 363999836 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| UNITED STATES BONE & JOINT DECADE | |||||||
| 6300 N RIVER RD | ROSEMONT | IL | 60018 | 134223933 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| NORTH AMERICAN SPINE SOCIETY | |||||||
| 7075 VETERANS BLVD | BURR RIDGE | IL | 60527 | 363382069 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| HANDICAP INTERNATIONAL | |||||||
| 6930 CARROLL AVENUE SUITE 240 | TAKOMA PARK | MD | 20912 | 550914744 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| SURGICAL IMPLANT GENERATION | |||||||
| 451 HILLS STREET SUITE B | RICHLAND | WA | 99354 | 911952283 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 1919 SANTA MONICA BLVD SUITE 400 | SANTA MONICA | CA | 90404 | 953949646 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| PARTNERS IN HEALTH | |||||||
| 888 COMMONWEALTH AVENUE 3RD FLOOR | BOSTON | MA | 02215 | 043567502 | 501(C)(3) | 12500 | GENERAL SUPPORT |
| AMERICAN ASSOCIATION OF HIP AND KNEE SURGEONS | |||||||
| 6300 N RIVER RD | ROSEMONT | IL | 60018 | 363832205 | 501(C)(3) | 20000 | GENERAL SUPPORT |
| AMERICAN JOINT REPLACEMENT REGISTRY | |||||||
| 6300 N RIVER RD | ROSEMONT | IL | 60018 | 270645591 | 501(C)(3) | 325981 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | 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 501(C)(3) ENTITIES WITH SIMILAR ORTHOPAEDIC RELATED MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. SINCE THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. | 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 |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (18 entries)
| 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 | |||||||||||||
| 400000 | 0 | 80000 | 0 | 714 | 0 | 41000 | 0 | 9220 | 0 | 530934 | 0 | 0 | 0 |
| RICHARD J STEWART | |||||||||||||
| 233470 | 0 | 10962 | 0 | 4630 | 0 | 24500 | 0 | 9220 | 0 | 282782 | 0 | 0 | 0 |
| MARK W WIETING | |||||||||||||
| 232753 | 0 | 10996 | 0 | 4640 | 0 | 24500 | 0 | 9220 | 0 | 282109 | 0 | 0 | 0 |
| RICHARD PETERSON JD | |||||||||||||
| 264488 | 0 | 9312 | 0 | 4895 | 0 | 24500 | 0 | 9220 | 0 | 312415 | 0 | 0 | 0 |
| WILLIAM R MARTIN MD | |||||||||||||
| 176550 | 0 | 0 | 0 | 5385 | 0 | 18194 | 0 | 9220 | 0 | 209349 | 0 | 0 | 0 |
| MARILYN L FOX | |||||||||||||
| 206335 | 0 | 5467 | 0 | 0 | 0 | 21180 | 0 | 9220 | 0 | 242202 | 0 | 0 | 0 |
| SANDRA R GORDON | |||||||||||||
| 169002 | 0 | 8379 | 0 | 0 | 0 | 17738 | 0 | 9220 | 0 | 204339 | 0 | 0 | 0 |
| LEWIS W JENKINS | |||||||||||||
| 150275 | 0 | 6985 | 0 | 2899 | 0 | 16016 | 0 | 9220 | 0 | 185395 | 0 | 0 | 0 |
| DAVID A LOVETT JD | |||||||||||||
| 89721 | 0 | 0 | 0 | 123480 | 0 | 21320 | 0 | 9220 | 0 | 243741 | 0 | 0 | 0 |
| HOWARD MEVIS | |||||||||||||
| 197105 | 0 | 7228 | 0 | 3799 | 0 | 20813 | 0 | 9220 | 0 | 238165 | 0 | 0 | 0 |
| JAMES A OGLE | |||||||||||||
| 171949 | 0 | 8356 | 0 | 0 | 0 | 18031 | 0 | 9220 | 0 | 207556 | 0 | 0 | 0 |
| CHARLES TURKELSON | |||||||||||||
| 143987 | 0 | 5406 | 0 | 2838 | 0 | 15223 | 0 | 9220 | 0 | 176674 | 0 | 0 | 0 |
| LYNNE DOWLING | |||||||||||||
| 137803 | 0 | 6027 | 0 | 2591 | 0 | 14642 | 0 | 9220 | 0 | 170283 | 0 | 0 | 0 |
| MARITA POWELL | |||||||||||||
| 139686 | 0 | 5731 | 0 | 0 | 0 | 14542 | 0 | 9220 | 0 | 169179 | 0 | 0 | 0 |
| SUSAN MCSORLEY | |||||||||||||
| 136656 | 0 | 5887 | 0 | 2652 | 0 | 14520 | 0 | 9220 | 0 | 168935 | 0 | 0 | 0 |
| ALANNA PORTER | |||||||||||||
| 131398 | 0 | 4223 | 0 | 2692 | 0 | 13831 | 0 | 9220 | 0 | 161364 | 0 | 0 | 0 |
| JEFFREY KRAMER | |||||||||||||
| 126974 | 0 | 4073 | 0 | 2414 | 0 | 13346 | 0 | 9220 | 0 | 156027 | 0 | 0 | 0 |
| E ANTHONY RANKIN MD | |||||||||||||
| 0 | 0 | 0 | 0 | 26758 | 0 | 0 | 0 | 0 | 0 | 26758 | 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 AND ONE PERSON RECEIVED THIS BENEFIT. AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES AND 16 PEOPLE RECEIVED THIS BENEFIT. TRAVEL FOR COMPANIONS IS AVAILABLE TO THE BOARD OF DIRECTORS AND EXECUTIVE TEAM MEMBERS (CEO, 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. (21 PEOPLE) THE BOARD OF DIRECTORS RECEIVES GROSS-UP PAYMENTS FOR THIS COMPENSATION AND THAT IS ALSO TREATED AS TAXABLE COMPENSATION. (18 PEOPLE) |
| PART I, LINES 4A-B | KAREN HACKETT, CHIEF EXECUTIVE OFFICER ACCRUED A 457F SUPPLEMENTAL RETIREMENT BENEFIT OF $16,500 WHICH IS INCLUDED IN SCHEDULE J, PART II, DEFERRED COMPENSATION. DAVID LOVETT, DIRECTOR OF GOVERNMENT AFFAIRS, RECEIVED A SEVERANCE PAYMENT OF $123,480 WHICH IS INCLUDED IN SCHEDULE J, PART II, OTHER REPORTABLE COMPENSATION. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 36,000 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 VIA A SECURE SECTION OF ITS WEBSITE 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. | |
| 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 12C | |
| 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 THEN SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL. | FORM 990, PART VI, SECTION B, LINE 15 | |
| 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 VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,058,520. | FORM 990, PART XI, LINE 5: |
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 | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | |||||||||
| 6300 N RIVER ROAD | ROSEMONT | IL | 60018 | 364241052 | ADVOCACY ACTIVITIES ON BEHALF OF PATIENTS AND PROFESSIONALS | IL | 501(C)6 | 0 | |
| CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP (COA) | |||||||||
| 6300 N RIVER ROAD | ROSEMONT | IL | 60018 | 263164922 | SUPPORT EDUCATIONAL ACTIVITES OF AAOS | IL | 501(C)3 | 0 | 509(A)(3) |
| AMERICAN JOINT REPLACEMENT REGISTRY NFP (AJRR) | |||||||||
| 6300 N RIVER ROAD | ROSEMONT | IL | 60018 | 270645591 | FOSTER A NATIONAL CENTER FOR DATA COLLECTION ON JOINT REPLACEMENTS | IL | 501(C)3 | 1 | 509(A)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | 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 |
| 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 | 1 | 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 (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| P | 4806387 | COST |
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| C | 4250000 | COST |
| AMERICAN JOINT REPLACEMENT REGISTRY NFP (AJRR) | ||
| A | 9796 | COST |
| AMERICAN JOINT REPLACEMENT REGISTRY NFP (AJRR) | ||
| B | 325981 | COST |
| AMERICAN JOINT REPLACEMENT REGISTRY NFP (AJRR) | ||
| P | 103152 | COST |