AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS (EIN 36-2110592)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349311136
- Schema version
- 2017v2.3
- 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) |
|---|---|---|
| Return | 2018-11-14T16:28:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362110592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMER | BusinessNameControlTxt |
| Phone | 8478237186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 500 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E AREND JR | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8478237186 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STEPHENS | PreparerPersonNm |
| PTIN | P01302903 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2018-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 10:13:12 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4F402DDF36D721BD6AB3A2CA290BB815499705B6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B78854EE20A5AAAEA57700933C1E697C4E2B71FA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS E AREND JR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 500 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184976 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $62,833,353 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AAOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1948 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | SERVING OUR PROFESSIONALS TO PROVIDE THE HIGHEST QUALITY MUSCULOSKELETAL CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 288 | TotalEmployeeCnt |
| Total Volunteers | 3987 | TotalVolunteersCnt |
| Total Gross UBI | $1,533,359 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $301,387 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,344,786 | PYContributionsGrantsAmt |
| CY Contributions Grants | $18,315,371 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,382,535 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,992,245 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,795,915 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,040,485 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,250,684 | PYOtherRevenueAmt |
| CY Other Revenue | $3,509,683 | CYOtherRevenueAmt |
| PY Total Revenue | $43,773,920 | PYTotalRevenueAmt |
| CY Total Revenue | $46,857,784 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $499,816 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $388,305 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,712,881 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $23,842,502 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $45,156 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,267,088 | PYOtherExpensesAmt |
| CY Other Expenses | $19,395,371 | CYOtherExpensesAmt |
| PY Total Expenses | $42,479,785 | PYTotalExpensesAmt |
| CY Total Expenses | $43,626,178 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,294,135 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,231,606 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,758,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,275,803 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $21,639,268 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,732,346 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $90,119,126 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $100,543,457 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SERVING OUR PROFESSIONALS TO PROVIDE THE HIGHEST QUALITY MUSCULOSKELETAL CARE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,825,458 | ExpenseAmt |
| Revenue | $16,377,766 | RevenueAmt |
| Desc | ANNUAL MEETING - PRESENTATION OF LECTURES AND SYMPOSIA ON ORTHOPAEDIC SURGERY AND RELATED TOPICS. 2017 ATTENDANCE: 25,716. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,727,499 | ExpenseAmt |
| Revenue | $2,205,422 | RevenueAmt |
| Desc | COURSE EDUCATION - COURSES PROVIDED TO ORTHOPAEDIC PROFESSIONALS TO KEEP THEM ABREAST OF THE LATEST ADVANCES IN ORTHOPAEDIC SURGERY AND CARE AND TO PROVIDE CME. 22 COURSES AND 26 WEBINARS OFFERED IN 2017. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,094,995 | ExpenseAmt |
| Revenue | $2,166,136 | RevenueAmt |
| Desc | SPECIALTY SOCIETY MANAGEMENT - PROVIDE MEETING MANAGEMENT SERVICES FOR ORTHOPAEDIC SPECIALTY SOCIETIES AND PROMOTE ORTHOPAEDIC UNITY AMONG 14 SPECIALTY SOCIETIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,700,857 | ExpenseAmt |
| Grant | $388,305 | GrantAmt |
| Revenue | $559,027 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES - INCLUDING PUBLIC RELATIONS, BOARD OF COUNCILORS, ADVOCACY, EDUCATION PROGRAMS, INTERNATIONAL ACTIVITIES, AND RESEARCH AND SCIENTIFIC AFFAIRS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $15,700,857 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $388,305 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $559,027 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $30,348,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 167 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 288 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS TINA SLAGER DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8478237186 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184976 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM J MALONEY MD | |||||||||
| PRESIDENT | 7.50 | 7.50 | Yes (X) | Yes (X) | $119,261 | $0 | $0 | ||
| DAVID A HALSEY MD | |||||||||
| FIRST VICE-PRESIDENT | 5.00 | 5.00 | Yes (X) | Yes (X) | $83,279 | $0 | $0 | ||
| KRISTY L WEBER MD | |||||||||
| SECOND VICE-PRESIDENT | 5.00 | 5.00 | Yes (X) | Yes (X) | $36,667 | $0 | $0 | ||
| M BRADFORD HENLEY MD | |||||||||
| TREASURER | 1.50 | 1.50 | Yes (X) | Yes (X) | $1,976 | $0 | $0 | ||
| GERALD R WILLIAMS JR MD | |||||||||
| PAST PRESIDENT | 2.50 | 2.50 | Yes (X) | Yes (X) | $53,509 | $0 | $0 | ||
| DANIEL K GUY MD | |||||||||
| BOC CHAIR | 1.00 | 1.00 | Yes (X) | $2,824 | $0 | $0 | |||
| BASIL R BESH MD | |||||||||
| BOC CHAIR-ELECT | 1.00 | 1.00 | Yes (X) | $568 | $0 | $0 | |||
| ROBERT M ORFALY MD | |||||||||
| BOC SECRETARY | 1.00 | 1.00 | Yes (X) | $313 | $0 | $0 | |||
| LISA K CANNADA MD | |||||||||
| BOS CHAIR | 1.00 | 1.00 | Yes (X) | $372 | $0 | $0 | |||
| AMY L LADD MD | |||||||||
| BOS CHAIR-ELECT | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DIRK H ALANDER MD | |||||||||
| BOS SECRETARY | 1.00 | 1.00 | Yes (X) | $611 | $0 | $0 | |||
| JACOB M BUCHOWSKI MD MS | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD A NAVARRO MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $807 | $0 | $0 | |||
| ROBERT H BROPHY MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN J GALINAT MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $3,150 | $0 | $0 | |||
| JAMES J BALASCHAK | |||||||||
| LAY MEMBER | 1.00 | 1.00 | Yes (X) | $1,147 | $0 | $0 | |||
| THOMAS E AREND JR | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 40.00 | Yes (X) | $484,390 | $0 | $55,635 | |||
| KAREN L HACKETT | |||||||||
| CEO (FORMER) | 40.00 | 40.00 | Yes (X) | $394,938 | $0 | $12,008 | |||
| RICHARD PETERSON | |||||||||
| GENERAL COUNSEL (FORMER) | 30.00 | 30.00 | Yes (X) | $379,871 | $0 | $18,192 | |||
| RICHARD J STEWART | |||||||||
| COO/CFO (FORMER) | 30.00 | 30.00 | Yes (X) | $369,791 | $0 | $41,602 | |||
| WILLIAM O SHAFFER | |||||||||
| MEDICAL DIRECTOR | 5.00 | 45.00 | Yes (X) | $358,456 | $0 | $24,933 | |||
| ELLEN C MOORE | |||||||||
| CHIEF EDUCATION OFFICER | 30.00 | 30.00 | Yes (X) | $291,214 | $0 | $21,503 | |||
| KONSTANTINOS T DAMALAS | |||||||||
| CHIEF OPERATING OFFICER | 30.00 | 30.00 | Yes (X) | $238,650 | $0 | $28,767 | |||
| JENNIFER WOLFF JONES | |||||||||
| CHIEF MEMBERSHIP OFFICER | 30.00 | 30.00 | Yes (X) | $177,814 | $0 | $35,582 | |||
| LAURA F ABRAHAMS | |||||||||
| CHIEF HUMAN RESOURCE OFFICER | 45.00 | 5.00 | Yes (X) | $175,709 | $0 | $39,673 | |||
| WILLIAM C BRUCE | |||||||||
| CHIEF TECHNOLOGY OFFICER | 30.00 | 30.00 | Yes (X) | $133,176 | $0 | $17,752 | |||
| GRAHAM H NEWSON | |||||||||
| DIRECTOR OF GOVERNMENT RELATIONS | 5.00 | 45.00 | $242,421 | $0 | $41,269 | Yes (X) | |||
| SUSAN A MCSORLEY | |||||||||
| DIRECTOR OF CONVENTION AND MEETING SVCS | 45.00 | 5.00 | $207,102 | $0 | $41,083 | Yes (X) | |||
| MELISSA A YOUNG | |||||||||
| GENERAL COUNSEL | 30.00 | 30.00 | $204,592 | $0 | $42,305 | Yes (X) | |||
| HANS J KOELSCH | |||||||||
| DIRECTOR OF PUBLICATIONS | 40.00 | 10.00 | $198,340 | $0 | $37,173 | Yes (X) | |||
| TINA D SLAGER | |||||||||
| DIRECTOR OF FINANCE | 30.00 | 30.00 | $186,844 | $0 | $29,338 | Yes (X) | |||
| DEBORAH S CUMMINS | |||||||||
| DIRECTOR OF RESEARCH | 40.00 | 10.00 | $176,556 | $0 | $34,970 | Yes (X) | |||
| JUDITH A BUCKALEW | |||||||||
| SR MGR REGULATORY & GOVT RELATIONS | 5.00 | 45.00 | $153,023 | $0 | $24,177 | Yes (X) | |||
| MELISSA H LEEB | |||||||||
| DIRECTOR OF COMMUNICATIONS | 45.00 | 5.00 | $148,157 | $0 | $37,229 | Yes (X) | |||
| JULIA M WILLIAMS | |||||||||
| SR MANAGER GOVT RELATIONS | 5.00 | 45.00 | $146,392 | $0 | $24,009 | Yes (X) | |||
| DONNA M RAASCH-DILLON | |||||||||
| DIRECTOR OF FACILITIES | 45.00 | 5.00 | $143,738 | $0 | $36,738 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,115,658 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $643,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 54 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALLIED PRA SOUTHERN CALIFORNIA INC | |||||
| 2456 BROADWAY | SAN DIEGO | CA | 92102 | TRANSPORTATION | $595,737 |
| YOUR MEMBERSHIPCOM INC | |||||
| PO BOX 123461 | DALLAS | TX | 75312 | SOFTWARE DEVELOPMENT | $590,449 |
| FREEMAN | |||||
| PO BOX 650036 | DALLAS | TX | 752650036 | MEETING MANAGEMENT | $498,641 |
| BAY STATE HEALTH CONSULTANTS | |||||
| 1692 BULLOCK CIRCLE | OWINGS MILLS | MD | 21117 | EDITING SERVICES | $267,567 |
| SMART CITY NETWORKS | |||||
| 5795 W BADURA AVE | LAS VEGAS | NV | 89118 | INTERNET PROVIDER | $247,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $14,550,000 | RelatedOrganizationsAmt |
| Government Grants | $99,915 | GovernmentGrantsAmt |
| All Other Contributions | $3,665,456 | AllOtherContributionsAmt |
| Total Contributions | $18,315,371 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| ANNUAL MEETING | 541900 | $17,071,401 | $16,377,766 | $693,635 | |
| COURSE EDUCATION | 541900 | $2,205,422 | $2,205,422 | ||
| SPECIALTY SOCIETY MANAGEMENT | 541900 | $2,166,136 | $2,166,136 | ||
| PUBLICATIONS AND OTHER | 541900 | $1,006,618 | $838,223 | $168,395 | |
| RENTAL INCOME FROM ORTHOPAEDIC SO | 541900 | $542,668 | $542,668 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,992,245 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,857,998 | TotalRevenueColumnAmt |
| Exclusion | $1,857,998 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,971,366 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $671,329 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,300,037 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,445,338 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,262,851 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $182,487 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,487 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $182,487 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $7,251,035 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,712,718 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$461,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$461,683 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,857,784 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,308,351 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,533,359 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,700,703 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,939 | TotalAmt |
| Program Services | $325,939 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,366 | TotalAmt |
| Program Services | $62,366 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,220,146 | TotalAmt |
| Program Services | $1,027,697 | ProgramServicesAmt |
| Management And General | $3,192,449 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,691,706 | TotalAmt |
| Program Services | $9,118,960 | ProgramServicesAmt |
| Management And General | $4,533,049 | ManagementAndGeneralAmt |
| Fundraising | $39,697 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,373,202 | TotalAmt |
| Program Services | $934,139 | ProgramServicesAmt |
| Management And General | $439,063 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,357,986 | TotalAmt |
| Program Services | $2,460,202 | ProgramServicesAmt |
| Management And General | $897,784 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,199,462 | TotalAmt |
| Program Services | $740,575 | ProgramServicesAmt |
| Management And General | $457,363 | ManagementAndGeneralAmt |
| Fundraising | $1,524 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,034 | TotalAmt |
| Program Services | $140,590 | ProgramServicesAmt |
| Management And General | $59,444 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,367 | TotalAmt |
| Program Services | $79,784 | ProgramServicesAmt |
| Management And General | $33,583 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,343 | TotalAmt |
| Management And General | $179,343 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,441,445 | TotalAmt |
| Program Services | $1,919,709 | ProgramServicesAmt |
| Management And General | $517,801 | ManagementAndGeneralAmt |
| Fundraising | $3,935 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $467,784 | TotalAmt |
| Program Services | $467,634 | ProgramServicesAmt |
| Management And General | $150 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,141 | TotalAmt |
| Program Services | $179,077 | ProgramServicesAmt |
| Management And General | $79,064 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,097 | TotalAmt |
| Program Services | $795,023 | ProgramServicesAmt |
| Management And General | $257,074 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,256,459 | TotalAmt |
| Program Services | $2,176,517 | ProgramServicesAmt |
| Management And General | $1,079,942 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,484,248 | TotalAmt |
| Program Services | $1,753,979 | ProgramServicesAmt |
| Management And General | $730,269 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,559,024 | TotalAmt |
| Program Services | $4,361,629 | ProgramServicesAmt |
| Management And General | $197,395 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,497 | TotalAmt |
| Program Services | $920,413 | ProgramServicesAmt |
| Management And General | $384,084 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,234 | TotalAmt |
| Program Services | $161,213 | ProgramServicesAmt |
| Management And General | $61,021 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| EQUIPMENT RENTAL | $2,557,773 | $2,483,800 | $73,973 |
| UNRELATED BUSINESS INCO | $92,589 | $54,882 | $37,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,336 | TotalAmt |
| Program Services | $184,681 | ProgramServicesAmt |
| Management And General | $21,655 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,626,178 | TotalAmt |
| Program Services | $30,348,809 | ProgramServicesAmt |
| Management And General | $13,232,213 | ManagementAndGeneralAmt |
| Fundraising | $45,156 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,240,883 | BOYAmt |
| EOY | $12,345,572 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,307,217 | BOYAmt |
| EOY | $2,925,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,018,355 | BOYAmt |
| EOY | $4,223,514 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $622,769 | BOYAmt |
| EOY | $467,200 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,632 | BOYAmt |
| EOY | $2,667,534 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $17,897,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,399,747 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,764,489 | BOYAmt |
| EOY | $7,498,035 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,431,736 | BOYAmt |
| EOY | $74,162,987 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,821,852 | BOYAmt |
| EOY | $17,436,789 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,461 | BOYAmt |
| EOY | $548,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,758,394 | BOYAmt |
| EOY | $122,275,803 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,742,525 | BOYAmt |
| EOY | $9,320,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,896,743 | BOYAmt |
| EOY | $12,411,776 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,639,268 | BOYAmt |
| EOY | $21,732,346 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,996,476 | BOYAmt |
| EOY | $96,648,595 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,650 | BOYAmt |
| EOY | $3,894,862 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,119,126 | BOYAmt |
| EOY | $100,543,457 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,758,394 | BOYAmt |
| EOY | $122,275,803 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,231,606 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,910,973 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $281,752 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,882,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,092,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,315,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,344,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,315,371 | CurrentTaxYearAmt |
| Total | $83,950,949 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,406,879 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,292,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,451,461 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,946,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,381,250 | CurrentTaxYearAmt |
| Total | $139,479,404 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,289,212 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,385,724 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $42,767,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,291,695 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $47,696,621 | CurrentTaxYearAmt |
| Total | $223,430,353 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,060,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,000,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,500,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,550,000 | CurrentTaxYearAmt |
| Total | $67,110,000 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,000,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,060,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,000,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,500,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,550,000 | CurrentTaxYearAmt |
| Total | $67,110,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $156,320,353 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,726,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,423,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,310,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,280,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,158,035 | CurrentTaxYearAmt |
| Total | $25,898,261 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,726,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,423,481 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,310,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,280,232 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,158,035 | CurrentTaxYearAmt |
| Total | $25,898,261 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $325,893 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $303,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $271,362 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $301,387 | CurrentTaxYearAmt |
| Total | $1,515,753 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,341,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,122,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,381,165 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,843,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,156,043 | CurrentTaxYearAmt |
| Total | $250,844,367 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.62320 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63640 | PublicSupportPY509Pct |
| Investment Income CY | 0.10320 | InvestmentIncomeCYPct |
| Investment Income PY | 0.10140 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $295,042 | CurrentYearMinus3Amt |
| Current Year Minus2 | $369,128 | CurrentYearMinus2Amt |
| Current Year Minus1 | $334,030 | CurrentYearMinus1Amt |
| Current Year | $372,838 | CurrentYearAmt |
| Total | $1,371,038 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,623,959 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,698,525 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $62,408 | AdministrativeExpensesAmt |
| End Year Balance | $13,260,076 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,869,658 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $843,538 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $89,236 | AdministrativeExpensesAmt |
| End Year Balance | $11,623,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,127,651 | BeginningYearBalanceAmt |
| Contributions | $3,800,000 | ContributionsAmt |
| Investment Earnings Or Losses | $28,758 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $86,751 | AdministrativeExpensesAmt |
| End Year Balance | $10,869,658 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,591,760 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $604,139 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $68,248 | AdministrativeExpensesAmt |
| End Year Balance | $7,127,651 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,861,989 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $786,541 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $56,770 | AdministrativeExpensesAmt |
| End Year Balance | $6,591,760 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $400,000 | OtherCostOrOtherBasisAmt |
| Book Value | $400,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,560,581 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,462,038 | DepreciationAmt |
| Book Value | $1,098,543 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,937,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,937,709 | DepreciationAmt |
| Book Value | $5,999,492 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $7,498,035 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN ORTHO PROPERTIES, LLC | $15,950,417 | C |
| INVESTMENT IN LINEAGE MEDICAL | $250,000 | C |
| INVESTMENT IN BLACKSTONE RE INCOME FUND I | $513,239 | F |
| INVESTMENT IN SKYBRIDGE MUL-AD SER G | $445,090 | F |
| INVESTMENT IN VINTAGE VII | $238,693 | F |
| INVESTMENT IN PRIVATE EQUITY MANAGERS | $39,350 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,436,789 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUND IS TO FINANCE ORTHOPAEDIC MEDICAL EDUCATION. UP TO 5% OF THIS FUND CAN BE USED ANNUALLY TO PROVIDE DISCRETIONARY PROJECT FUNDS FOR THE COUNCIL ON EDUCATION AND THE COUNCIL ON RESEARCH AND QUALITY. ADDITIONALLY, IT IS USED TO FUND QUALITY INITIATIVE PROJECTS. |
| PART X, LINE 2: | THE ACADEMY'S APPLICATION OF ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REGARDING UNCERTAIN TAX POSITIONS HAS NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ACADEMY HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF THEIR NONPROFIT TAX STATUS, THEREFORE, NO LIABILITY RELATING TO UNCERTAIN TAX POSITIONS HAS BEEN RECORDED AS OF DECEMBER 31, 2017. THE ACADEMY WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (7 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $4,100 |
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $5,596 |
| SOUTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $8,000 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $20,000 |
| MIDDLE EAST AND NORTH AFRICA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $8,320 |
| CENTRAL AMERICA AND CARIBBEAN | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $2,900 |
| SOUTH ASIA | 0 | 0 | GRANTS TO RECIPIENTS LOCATED IN THE REGION | GRANTS AND SCHOLARSHIPS | $8,450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $57,366 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $57,366 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| SCHOLARSHIP | EAST ASIA AND THE PACIFIC | 1 | $4,100 | CASH |
| SCHOLARSHIP | MIDDLE EAST AND NORTH AFRICA | 2 | $8,320 | CASH |
| SCHOLARSHIP | EUROPE (INCLUDING GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 2 | $5,596 | CASH |
| SCHOLARSHIP | SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | 2 | $8,000 | CASH |
| SCHOLARSHIP | SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 4 | $20,000 | CASH |
| SCHOLARSHIP | CENTRAL AMERICA AND CARIBBEAN | 1 | $2,900 | CASH |
| SCOLARSHIP | SOUTH ASIA | 2 | $8,450 | CASH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR SCHOLARSHIPS, THE ACADEMY PAYS MOST EXPENSES DIRECTLY FOR EACH RECIPIENT AND DISBURSES THE REMAINDER TO COVER TRAVEL EXPENSES PAID BY THE RECIPIENT UP TO $5,000 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PEDIATRIC ORTHO SOC OF NO AMER | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 541323281 | 501(C)(3) | $46,195 | SPECIAL SOCIETY ASSISTANCE. |
| AMERICAN SHOULDER AND ELBOW SURGEONS | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 411474626 | 501(C)(6) | $15,000 | SPECIAL SOCIETY ASSISTANCE. |
| ORTHOPAEDIC TRAUMA ASSOCIATION | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 680074461 | 501(C)(3) | $37,992 | SPECIAL SOCIETY ASSISTANCE. |
| MUSCULOSKELETAL TUMOR SOCIETY | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 954480540 | 501(C)(3) | $10,400 | SPECIAL SOCIETY ASSISTANCE. |
| MUSCULOSKELTAL INFECTIONS SOCIETY | |||||||
| PO BOX 91868 | AUSTIN | TX | 787091868 | 550698887 | 501(C)(3) | $10,400 | SPECIAL SOCIETY ASSISTANCE. |
| AMERICAN JOINT REPLACEMENT REGISTRY | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 270645591 | 501(C)(3) | $50,000 | GENERAL SUPPORT |
| THE PERRY INITIATIVE | |||||||
| 450 STANYAN STREET | SAN FRANCICSO | CA | 94117 | 273728166 | 501(C)(3) | $20,000 | GENERAL SUPPORT |
| SAN DIEGO YOUTH FOUNDATION | |||||||
| 3255 WING STREET | SAN DIEGO | CA | 92110 | 952648050 | 501(C)(3) | $5,000 | GENERAL SUPPORT |
| TEXAS ORTHO ASSOC | |||||||
| 401 WEST 15TH STE 820 | AUSTIN | TX | 78701 | 742410142 | 501(C)(6) | $6,500 | STATE SOCIETY ASSISTANCE |
| ORTHOPAEDIC LEARNING CENTER | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 363999836 | 501(C)(3) | $15,026 | GENERAL SUPPORT |
| UNITED STATES BONE AND JOINT INITIATIVE | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 134223933 | 501(C)(3) | $80,718 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 9 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES CONTRIBUTIONS TO OTHER ENTITIES WITH SIMILAR ORTHOPAEDIC RELATED MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. IF THE FUNDS ARE TO BE USED FOR GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. FOR SOME PROJECTS, HOWEVER, A FINAL REPORT IS REQUIRED TO SUBSTANTIATE THE EXPENDITURES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS E AREND JR | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $482,052 | $0 | $0 | $0 | $2,338 | $0 | $40,550 | $0 | $15,085 | $0 | $540,025 | $0 | $0 | $0 |
| KAREN L HACKETT | ||||||||||||||
| CEO (FORMER) | $292,189 | $0 | $100,000 | $0 | $2,749 | $0 | $6,716 | $0 | $5,292 | $0 | $406,946 | $0 | $0 | $0 |
| RICHARD PETERSON | ||||||||||||||
| GENERAL COUNSEL (FORMER) | $212,343 | $0 | $166,142 | $0 | $1,386 | $0 | $9,198 | $0 | $8,994 | $0 | $398,063 | $0 | $0 | $0 |
| RICHARD J STEWART | ||||||||||||||
| COO/CFO (FORMER) | $366,419 | $0 | $0 | $0 | $3,372 | $0 | $23,458 | $0 | $18,144 | $0 | $411,393 | $0 | $0 | $0 |
| WILLIAM O SHAFFER | ||||||||||||||
| MEDICAL DIRECTOR | $351,370 | $0 | $0 | $0 | $7,086 | $0 | $24,933 | $0 | $0 | $0 | $383,389 | $0 | $0 | $0 |
| ELLEN C MOORE | ||||||||||||||
| CHIEF EDUCATION OFFICER | $287,994 | $0 | $0 | $0 | $3,220 | $0 | $11,461 | $0 | $10,042 | $0 | $312,717 | $0 | $0 | $0 |
| KONSTANTINOS T DAMALAS | ||||||||||||||
| CHIEF OPERATING OFFICER | $227,538 | $0 | $10,000 | $0 | $1,112 | $0 | $14,625 | $0 | $14,142 | $0 | $267,417 | $0 | $0 | $0 |
| JENNIFER WOLFF JONES | ||||||||||||||
| CHIEF MEMBERSHIP OFFICER | $177,242 | $0 | $0 | $0 | $572 | $0 | $17,438 | $0 | $18,144 | $0 | $213,396 | $0 | $0 | $0 |
| LAURA F ABRAHAMS | ||||||||||||||
| CHIEF HUMAN RESOURCE OFFICER | $175,153 | $0 | $0 | $0 | $556 | $0 | $17,045 | $0 | $22,628 | $0 | $215,382 | $0 | $0 | $0 |
| WILLIAM C BRUCE | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $132,163 | $0 | $0 | $0 | $1,013 | $0 | $6,438 | $0 | $11,314 | $0 | $150,928 | $0 | $0 | $0 |
| GRAHAM H NEWSON | ||||||||||||||
| DIRECTOR OF GOVERNMENT RELATIONS | $239,649 | $0 | $0 | $0 | $2,772 | $0 | $23,125 | $0 | $18,144 | $0 | $283,690 | $0 | $0 | $0 |
| SUSAN A MCSORLEY | ||||||||||||||
| DIRECTOR OF CONVENTION AND MEETING S | $205,296 | $0 | $0 | $0 | $1,806 | $0 | $19,950 | $0 | $21,133 | $0 | $248,185 | $0 | $0 | $0 |
| MELISSA A YOUNG | ||||||||||||||
| GENERAL COUNSEL | $203,797 | $0 | $0 | $0 | $795 | $0 | $19,677 | $0 | $22,628 | $0 | $246,897 | $0 | $0 | $0 |
| HANS J KOELSCH | ||||||||||||||
| DIRECTOR OF PUBLICATIONS | $196,534 | $0 | $0 | $0 | $1,806 | $0 | $19,029 | $0 | $18,144 | $0 | $235,513 | $0 | $0 | $0 |
| TINA D SLAGER | ||||||||||||||
| DIRECTOR OF FINANCE | $183,798 | $0 | $500 | $0 | $2,546 | $0 | $17,801 | $0 | $11,537 | $0 | $216,182 | $0 | $0 | $0 |
| DEBORAH S CUMMINS | ||||||||||||||
| DIRECTOR OF RESEARCH | $171,908 | $0 | $0 | $0 | $4,648 | $0 | $16,826 | $0 | $18,144 | $0 | $211,526 | $0 | $0 | $0 |
| JUDITH A BUCKALEW | ||||||||||||||
| SR MGR REGULATORY & GOVT RELATIONS | $146,892 | $0 | $0 | $0 | $6,131 | $0 | $14,135 | $0 | $10,042 | $0 | $177,200 | $0 | $0 | $0 |
| MELISSA H LEEB | ||||||||||||||
| DIRECTOR OF COMMUNICATIONS | $146,826 | $0 | $0 | $0 | $1,331 | $0 | $14,601 | $0 | $22,628 | $0 | $185,386 | $0 | $0 | $0 |
| JULIA M WILLIAMS | ||||||||||||||
| SR MANAGER GOVT RELATIONS | $145,128 | $0 | $0 | $0 | $1,264 | $0 | $13,967 | $0 | $10,042 | $0 | $170,401 | $0 | $0 | $0 |
| DONNA M RAASCH-DILLON | ||||||||||||||
| DIRECTOR OF FACILITIES | $143,054 | $0 | $0 | $0 | $684 | $0 | $14,110 | $0 | $22,628 | $0 | $180,476 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE PRESIDENTIAL LINE FOR ALL ACADEMY ACTIVITIES AND THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES, AND 9 PEOPLE RECEIVED THIS BENEFIT IN 2017, WHICH IS NOT TREATED AS TAXABLE COMPENSATION. TRAVEL FOR COMPANIONS IS AVAILABLE TO THE BOARD OF DIRECTORS AND EXECUTIVE TEAM MEMBERS (CEO, COO/CFO, CHIEF TECHNOLOGY OFFICER, 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 (19 PEOPLE IN 2017). |
| PART I, LINE 4B | KAREN HACKETT, CHIEF EXECUTIVE OFFICER (FORMER), ACCRUED A 457F SUPPLEMENTAL RETIREMENT PAYMENT OF $6,000, WHICH IS INCLUDED IN SCHEDULE J, PART II DEFERRED COMPENSATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 38,133 MEMBERS. THERE ARE TWO CATEGORIES OF MEMBERSHIP IN THE ACADEMY: 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 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 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 11B | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. A CONFERENCE CALL IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS THE FORM 990 WITH THE FINANCE COMMITTEE AND TO ANSWER ANY QUESTIONS PRIOR TO FILING FORM 990 WITH THE IRS. THE FINANCE COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 BY THE VOTING MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, KEY VOLUNTEERS, AND KEY STAFF ARE NOTIFIED IN WRITING TWICE A YEAR TO UPDATE THEIR WRITTEN DISCLOSURES. THE DISCLOSURE DATABASE IS MAINTAINED ELECTRONICALLY AND ANYONE WHO HAS NOT UPDATED THEIR RECORD IS NOTIFIED UNTIL THEY HAVE DONE SO. ADDITIONALLY, BEFORE EVERY BOARD AND COMMITTEE MEETING PARTICIPANTS ARE ASKED IF THEY HAVE ANYTHING NEW TO DISCLOSE. THE CHAIR OF THE GOVERNANCE GROUP SHALL ALSO HAVE THE PREROGATIVE OF REQUESTING A PARTICIPANT TO PROVIDE FURTHER INFORMATION OR AN EXPLANATION IF THE CHAIR IDENTIFIES A POTENTIAL CONFLICT OF INTEREST REGARDING THAT PARTICIPANT. THE CHAIR SHALL BE GUIDED BY THE MOST CURRENT VERSION OF THE PROTOCOL FOR THE PRESIDENT TO USE IN HANDLING POTENTIAL CONFLICT OF INTEREST ISSUES BEFORE THE ACADEMY BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED IN THE ACADEMY ORTHOPAEDIC DISCLOSURE PROGRAM AND/OR UPON A FURTHER REVIEW, THE CHAIR OF THE ACADEMY GOVERNANCE GROUP MAY DETERMINE THAT THE PARTICIPANT SHALL: 1) DISCLOSE THE POTENTIAL CONFLICT AND CONTINUE TO PARTICIPATE FULLY IN THE ACADEMY GOVERNANCE GROUP'S DISCUSSIONS AND VOTE; ["DISCLOSURE OPTION"] 2) DISCLOSE THE POTENTIAL CONFLICT, ADDRESS ANY QUESTIONS OTHER MEMBERS OF THE GROUP HAVE ON THE SUBJECT, THEN LEAVE THE ROOM AND NOT PARTICIPATE IN FURTHER DISCUSSION AND VOTE ["RECUSAL FROM VOTE OPTION"] OR 3) DEPART FROM THE ROOM UNTIL THE MATTER HAS BEEN FULLY DISCUSSED AND ACTED UPON. ["RECUSAL FROM DISCUSSION AND VOTE OPTION"]. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS WHICH INCLUDE OFFICERS AND KEY EMPLOYEES. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, CHIEF TECHNOLOGY OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL. FOR ALL OTHER KEY EMPLOYEES AND STAFF POSITIONS, A MARKET STUDY REVIEW IS PERFORMED EVERY THREE TO FOUR YEARS COMPARING JOB DESCRIPTIONS WITH OTHER ENTITIES TO DETERMINE REASONABLE SALARY RANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WHICH IS OPEN TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES. |
| FORM 990, PART XI, LINE 9: | GAIN ON ORTHO PROPERTIES LLC 281,752. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE PRESIDENT, FIRST VICE-PRESIDENT, SECOND VICE-PRESIDENT, TREASURER, CHAIR OF THE BOARD OF COUNCILORS, AND CHAIR OF THE BOARD OF SPECIALTY SOCIETIES SHALL CONSTITUTE THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HANDLE MATTERS REQUIRING ACTION BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE BOARD, BUT SUCH ACTIONS ARE SUBJECT TO RATIFICATION BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VII, SECTION A, COMPENSATION DISCLOSURES | THE ACADEMY IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF ITS RELATED ORGANIZATION, AMERICAN ASSOCIATION FOR ORTHOPAEDIC SURGEONS (ASSOCIATION). AS SUCH, THE ACADEMY HAS FILED ALL APPROPRIATE TAX RETURNS AND ISSUED FORMS W-2 WITH RESPECT TO WAGES IT HAS PAID AS THE COMMON PAYMASTER. THE ASSOCIATION HAS REIMBURSED THE ACADEMY FOR ITS SHARE OF WAGES AND TAX PAYMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||||||||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | 364241052 | ADVOCACY ACTIVITIES ON BEHALF OF PATIENTS AND PROFESSIONALS | IL | 501(C)(6) | N/A | 0 | |
| CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP | ||||||||||
| 9400 W HIGGINS ROAD | ROSEMONT | ID | 60018 | 263164922 | SUPPORT EDUCATIONAL ACTIVITIES OF AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | IL | 501(C)(3) | 0 | LINE 12B, II | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHO PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320402949 | EIN |
| Primary Activities | RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | $3,582,157 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $33,812,073 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.66590 | OwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| C | $14,550,000 | COST |
| AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | ||
| Q | $4,336,894 | COST |
| ORTHO PROPERTIES LLC | ||
| D | $142,892 | COST |
| ORTHO PROPERTIES LLC | ||
| J | $3,425,417 | COST |
| ORTHO PROPERTIES LLC | ||
| R | $1,417,308 | COST |