AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA (EIN 36-4241052)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201833189349311468
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T16:29:09-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 W 22ND ST STE 1100AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364241052EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ASSOCIATION OF ORTHOPAEDICBusinessNameLine1Txt
Business Name Line2SURGEONSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone8478237186PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROADAddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600184976ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS E AREND JRPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone8478237186PhoneNum
Signature2018-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL STEPHENSPreparerPersonNm
PTINP01302903PTIN
Phone6305738600PhoneNum
Preparation2018-11-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-09IPDt
IP Tm15:05:38IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4F402DDF36D721BD6AB3A2CA290BB815499705B6AtSubmissionCreationDeviceId
At Submission Filing Device Id12A6B3437D91A0C23DF0ED0A84D4C146BA3FB911AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS E AREND JRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROADAddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600184976ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$23,942,827GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.AAOS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1999FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionTHE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3987TotalVolunteersCnt
Total Gross UBI$855,673TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$10,766NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$504,571PYContributionsGrantsAmt
CY Contributions Grants$634,515CYContributionsGrantsAmt
PY Program Service Revenue$21,797,173PYProgramServiceRevenueAmt
CY Program Service Revenue$22,602,930CYProgramServiceRevenueAmt
PY Investment Income$1,061,853PYInvestmentIncomeAmt
CY Investment Income$261,696CYInvestmentIncomeAmt
PY Other Revenue$47,341PYOtherRevenueAmt
CY Other Revenue$60,117CYOtherRevenueAmt
PY Total Revenue$23,410,938PYTotalRevenueAmt
CY Total Revenue$23,559,258CYTotalRevenueAmt
PY Grants And Similar Paid$13,610,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$14,657,339CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,546,792PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,920,930CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$62,567PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$57,568CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,401,611PYOtherExpensesAmt
CY Other Expenses$4,143,331CYOtherExpensesAmt
PY Total Expenses$21,621,470PYTotalExpensesAmt
CY Total Expenses$22,779,168CYTotalExpensesAmt
PY Revenues Less Expenses$1,789,468PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$780,090CYRevenuesLessExpensesAmt
Total Assets BOY$20,101,872TotalAssetsBOYAmt
Total Assets EOY$31,440,161TotalAssetsEOYAmt
Total Liabilities BOY$5,856,063TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,396,254TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,245,809NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,043,907NetAssetsOrFundBalancesEOYAmt
MissionTHE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. VOLUNTEERS PROACTIVELY SUPPORT PATIENT ACCESS TO HEALTH CARE BY CONTACTING AND MEETING WITH MEMBERS OF CONGRESS AND OTHER DECISION MAKERS TOGETHER WITH THEIR PATIENTS TO MAKE SURE THEY UNDERSTAND THE ISSUES SURROUNDING MUSCULOSKELETAL HEALTH SO THEY CAN MAKE INFORMED DECISIONS REGARDING HEALTH CARE FUNDING.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MS TINA SLAGER DIRECTOR OF FINANCEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8473844270PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROADAddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP600184976ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WILLIAM J MALONEY MD
PRESIDENT7.507.50Yes (X)Yes (X)$0$119,261$0
DAVID A HALSEY MD
FIRST VICE-PRESIDENT5.005.00Yes (X)Yes (X)$0$83,279$0
KRISTY L WEBER MD
SECOND VICE-PRESIDENT5.005.00Yes (X)Yes (X)$0$36,667$0
M BRADFORD HENLEY MD
TREASURER1.501.50Yes (X)Yes (X)$0$1,976$0
GERALD R WILLIAMS JR MD
PAST PRESIDENT2.502.50Yes (X)Yes (X)$0$53,509$0
DANIEL K GUY MD
BOC CHAIR1.001.00Yes (X)$0$2,824$0
BASIL R BESH MD
BOC CHAIR-ELECT1.001.00Yes (X)$0$568$0
ROBERT M ORFALY MD
BOC SECRETARY1.001.00Yes (X)$0$313$0
LISA K CANNADA MD
BOS CHAIR1.001.00Yes (X)$0$372$0
AMY L LADD MD
BOS CHAIR-ELECT1.001.00Yes (X)$0$0$0
DIRK H ALANDER MD
BOS SECRETARY1.001.00Yes (X)$0$611$0
JACOB M BUCHOWSKI MD MS
MEMBER AT LARGE1.001.00Yes (X)$0$0$0
RONALD A NAVARRO MD
MEMBER AT LARGE1.001.00Yes (X)$0$807$0
ROBERT H BROPHY MD
MEMBER AT LARGE1.001.00Yes (X)$0$0$0
BRIAN J GALINAT MD
MEMBER AT LARGE1.001.00Yes (X)$0$3,150$0
JAMES J BALASCHAK
LAY MEMBER1.001.00Yes (X)$0$1,147$0
THOMAS E AREND JR
CHIEF EXECUTIVE OFFICER40.0040.00Yes (X)$0$484,390$55,635
KAREN L HACKETT
CEO (FORMER)40.0040.00Yes (X)$0$394,938$12,008
RICHARD PETERSON
GENERAL COUNSEL (FORMER)30.0030.00Yes (X)$0$379,871$18,192
RICHARD J STEWART
COO/CFO (FORMER)30.0030.00Yes (X)$0$369,791$41,602
WILLIAM O SHAFFER
MEDICAL DIRECTOR45.005.00Yes (X)$0$358,456$24,933
ELLEN C MOORE
CHIEF EDUCATION OFFICER30.0030.00Yes (X)$0$291,214$21,503
KONSTANTINOS T DAMALAS
CHIEF OPERATING OFFICER30.0030.00Yes (X)$0$238,650$28,767
JENNIFER WOLFF JONES
CHIEF MEMBERSHIP OFFICER30.0030.00Yes (X)$0$177,814$35,582
LAURA F ABRAHAMS
CHIEF HUMAN RESOURCE OFFICER5.0045.00Yes (X)$0$175,709$39,673
WILLIAM C BRUCE
CHIEF TECHNOLOGY OFFICER30.0030.00Yes (X)$0$133,176$17,752
GRAHAM H NEWSON
DIRECTOR OF GOVERNMENT RELATIONS45.005.00$0$242,421$41,269Yes (X)
SUSAN A MCSORLEY
DIRECTOR OF CONVENTION AND MEETING SVCS5.0045.00$0$207,102$41,083Yes (X)
MELISSA A YOUNG
GENERAL COUNSEL30.0030.00$0$204,592$42,305Yes (X)
HANS J KOELSCH
DIRECTOR OF PUBLICATIONS10.0040.00$0$198,340$37,173Yes (X)
TINA D SLAGER
DIRECTOR OF FINANCE30.0030.00$0$186,844$29,338Yes (X)
DEBORAH S CUMMINS
DIRECTOR OF RESEARCH10.0040.00$0$176,556$34,970Yes (X)
JUDITH A BUCKALEW
SR MGR REGULATORY & GOVT RELATIONS45.005.00$0$153,023$24,177Yes (X)
MELISSA H LEEB
DIRECTOR OF COMMUNICATIONS5.0045.00$0$148,157$37,229Yes (X)
JULIA M WILLIAMS
SR MANAGER GOVT RELATIONS45.005.00$0$146,392$24,009Yes (X)
DONNA M RAASCH-DILLON
DIRECTOR OF FACILITIES5.0045.00$0$143,738$36,738Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$5,115,658TotReportableCompRltdOrgAmt
Total Other Compensation$643,938TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
VEDDER PRICE
222 NORTH LASALLE STREETCHICAGOIL60601LEGAL SERVICES$247,046
MATTHEW TWETTEN
2103 COPLEY AVEANN ARBORMI48104CONSULTING$128,472
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$634,515AllOtherContributionsAmt
Total Contributions$634,515TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBERSHIP REVENUE541900$21,417,961$21,403,543$14,418
PUBLICATION REVENUE541900$971,069$129,814$841,255
OTHER PROGRAM REVENUE541900$213,900$213,900
FieldValueIRS element (for citing)
Total Program Service Revenue$22,602,930TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,926TotalRevenueColumnAmt
Exclusion$235,926ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$60,117TotalRevenueColumnAmt
Exclusion$60,117ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$409,339SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$383,569SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$25,770SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,770TotalRevenueColumnAmt
Exclusion$25,770ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,559,258TotalRevenueColumnAmt
Related Or Exempt Func Income$21,747,257RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$855,673UnrelatedBusinessRevenueAmt
Exclusion$321,813ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$14,657,339TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$670,847TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$2,656,242TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$233,799TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$127,763TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$232,279TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$169,420TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,389TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$57,568TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$33,743TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,020,777TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$43,680TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$323,196TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$76,942TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$131,113TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$515,431TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$278,649TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$50,916TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$85,925TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
DUES AND SUBSCRIPTIONS$423,883
PRINTING AND PUBLICATIO$338,113

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$647,154TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,779,168TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$10,714,417BOYAmt
EOY$20,615,779EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$700,799BOYAmt
EOY$577,735EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,482BOYAmt
EOY$329,489EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,069,827BOYAmt
EOY$9,271,943EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$601,347BOYAmt
EOY$645,215EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,101,872BOYAmt
EOY$31,440,161EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$73,991BOYAmt
EOY$10,776EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,472,723BOYAmt
EOY$14,839,047EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$309,349BOYAmt
EOY$546,431EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,856,063BOYAmt
EOY$15,396,254EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,233,268BOYAmt
EOY$16,007,758EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,541BOYAmt
EOY$36,149EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,245,809BOYAmt
EOY$16,043,907EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,101,872BOYAmt
EOY$31,440,161EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$780,090ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,018,008NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nonded0SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd
Dues Assessments$18,781,992DuesAssessmentsAmt
Non Deductible Lbbyng Pltcl CY$965,987NonDeductibleLbbyngPltclCYAmt
Non Deductible Lbbyng Pltcl Tot$965,987NonDeductibleLbbyngPltclTotAmt
Aggregate Reported Dues Ntc$1,314,739AggregateReportedDuesNtcAmt
Taxable-$348,752TaxableAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,671,175BeginningYearBalanceAmt
Investment Earnings Or Losses$1,279,727InvestmentEarningsOrLossesAmt
Administrative Expenses$33,744AdministrativeExpensesAmt
End Year Balance$9,917,158EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,089,441BeginningYearBalanceAmt
Investment Earnings Or Losses$635,540InvestmentEarningsOrLossesAmt
Administrative Expenses$53,807AdministrativeExpensesAmt
End Year Balance$8,671,175EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,212,591BeginningYearBalanceAmt
Investment Earnings Or Losses-$68,055InvestmentEarningsOrLossesAmt
Administrative Expenses$55,096AdministrativeExpensesAmt
End Year Balance$8,089,441EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$7,730,070BeginningYearBalanceAmt
Investment Earnings Or Losses$543,432InvestmentEarningsOrLossesAmt
Administrative Expenses$60,911AdministrativeExpensesAmt
End Year Balance$8,212,591EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,783,459BeginningYearBalanceAmt
Investment Earnings Or Losses$994,625InvestmentEarningsOrLossesAmt
Administrative Expenses$48,014AdministrativeExpensesAmt
End Year Balance$7,730,070EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDUE TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONSDesc
Amt$546,431Amt
FieldValueIRS element (for citing)
Total Liability$546,431TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FUNDING FOR THE COUNCIL ON ADVOCACY AND THE COMMUNICATIONS CABINET AS WELL AS LITIGATION EXPENSES.
PART X, LINE 2:THE ASSOCIATION'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 ASSOCIATION 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 ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL CAPITAL TELESERVICESLLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 5TH STREET NORTHEASTAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20002ZIPCd
FieldValueIRS element (for citing)
ActivityFUNDRAISING VIA MAIL SOLICITATIONActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$472,754GrossReceiptsAmt
Retained By Contractor$57,568RetainedByContractorAmt
Net To Organization$415,186NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$472,754TotalGrossReceiptsAmt
Total Retained By Contractors$57,568TotalRetainedByContractorsAmt
Total Net To Organization$415,186TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE G, PART I, LINE 2B, COLUMN (V)FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION HAS AN AGREEMENT WITH A FUNDRAISING ORGANIZATION WHICH INCLUDES SOLICITING CONTRIBUTIONS ON BEHALF OF A RELATED POLITICAL ACTION COMMITTEE. THESE CONTRIBUTIONS ARE SENT DIRECTLY TO THE POLITICAL ACTION COMMITTEE.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
9400 W HIGGINS RDROSEMONTIL60018362110592501(C)(3)$14,550,000GENERAL SUPPORT
CALIFORNIA ORTHOPAEDIC ASSOCIATION
1246 P STREETSACRAMENTOCA95814953141127501(C)(6)$15,000STATE SOCIETY ASSISTANCE
FLORIDA ORTHOPAEDIC SOCIETY
17503 MALLARD COURTLUTZFL33559596142215501(C)(6)$15,000STATE SOCIETY ASSISTANCE
MARYLAND ORTHOPAEDIC ASSOCIATION
110 WEST ROAD STE 227TOWSONMD21204521979179501(C)(6)$10,000STATE SOCIETY ASSISTANCE
ORTHOPAEDIC RESEARCH SOCIETY
9400 W HIGGINS RDROSEMONTIL60018363180285501(C)(3)$10,000GENERAL SUPPORT
PENNSYLVANIA ORTHOPAEDIC SOCIETY
500 NORTH THIRD STREET 11TH FLHARRISBURGPA17101232184602501(C)(6)$5,000STATE SOCIETY ASSISTANCE
TEXAS ORTHO ASSOC
401 WEST 15TH STREET STE 820AUSTINTX78701742410142501(C)(6)$12,000STATE SOCIETY ASSISTANCE
NEVADA ORTHOPAEDIC SOCIETY
PO BOX 2670RENONV89505262075538501(C)(6)$5,000STATE SOCIETY ASSISTANCE
VIRGINIA ORTHOPAEDIC SOCIETY
2209 DICKENS ROADRICHMONDVA23230541233714501(C)(6)$10,000STATE SOCIETY ASSISTANCE.
MINNESOTA ORTHOPAEDIC SOCIETY
1821 UNIVERSITY AVE WEST SUITE S256ST PAULMN551042897237389067501(C)(6)$7,000STATE SOCIETY ASSISTANCE
MISSOURI STATE ORTHO ASSOC
PO BOX 2124JEFFERSON CITYMO65102431336681501(C)(6)$13,500STATE SOCIETY ASSISTANCE
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. HOWEVER, FOR SOME PROJECTS, A FINAL REPORT IS REQUIRED TO SUBSTANTIATE THE EXPENDITURES.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Travel For CompanionsYes (X)TravelForCompanionsInd
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THOMAS E AREND JR
CHIEF EXECUTIVE OFFICER$0$482,052$0$0$0$2,338$0$40,550$0$15,085$0$540,025$0$0
KAREN L HACKETT
CEO (FORMER)$0$292,189$0$100,000$0$2,749$0$6,716$0$5,292$0$406,946$0$0
RICHARD PETERSON
GENERAL COUNSEL (FORMER)$0$212,343$0$166,142$0$1,386$0$9,198$0$8,994$0$398,063$0$0
RICHARD J STEWART
COO/CFO (FORMER)$0$366,419$0$0$0$3,372$0$23,458$0$18,144$0$411,393$0$0
WILLIAM O SHAFFER
MEDICAL DIRECTOR$0$351,370$0$0$0$7,086$0$24,933$0$0$0$383,389$0$0
ELLEN C MOORE
CHIEF EDUCATION OFFICER$0$287,994$0$0$0$3,220$0$11,461$0$10,042$0$312,717$0$0
KONSTANTINOS T DAMALAS
CHIEF OPERATING OFFICER$0$227,538$0$10,000$0$1,112$0$14,625$0$14,142$0$267,417$0$0
JENNIFER WOLFF JONES
CHIEF MEMBERSHIP OFFICER$0$177,242$0$0$0$572$0$17,438$0$18,144$0$213,396$0$0
LAURA F ABRAHAMS
CHIEF HUMAN RESOURCE OFFICER$0$175,153$0$0$0$556$0$17,045$0$22,628$0$215,382$0$0
WILLIAM C BRUCE
CHIEF TECHNOLOGY OFFICER$0$132,163$0$0$0$1,013$0$6,438$0$11,314$0$150,928$0$0
GRAHAM H NEWSON
DIRECTOR OF GOVERNMENT RELATIONS$0$239,649$0$0$0$2,772$0$23,125$0$18,144$0$283,690$0$0
SUSAN A MCSORLEY
DIRECTOR OF CONVENTION AND MEETING S$0$205,296$0$0$0$1,806$0$19,950$0$21,133$0$248,185$0$0
MELISSA A YOUNG
GENERAL COUNSEL$0$203,797$0$0$0$795$0$19,677$0$22,628$0$246,897$0$0
HANS J KOELSCH
DIRECTOR OF PUBLICATIONS$0$196,534$0$0$0$1,806$0$19,029$0$18,144$0$235,513$0$0
TINA D SLAGER
DIRECTOR OF FINANCE$0$183,798$0$500$0$2,546$0$17,801$0$11,537$0$216,182$0$0
DEBORAH S CUMMINS
DIRECTOR OF RESEARCH$0$171,908$0$0$0$4,648$0$16,826$0$18,144$0$211,526$0$0
JUDITH A BUCKALEW
SR MGR REGULATORY & GOVT RELATIONS$0$146,892$0$0$0$6,131$0$14,135$0$10,042$0$177,200$0$0
MELISSA H LEEB
DIRECTOR OF COMMUNICATIONS$0$146,826$0$0$0$1,331$0$14,601$0$22,628$0$185,386$0$0
JULIA M WILLIAMS
SR MANAGER GOVT RELATIONS$0$145,128$0$0$0$1,264$0$13,967$0$10,042$0$170,401$0$0
DONNA M RAASCH-DILLON
DIRECTOR OF FACILITIES$0$143,054$0$0$0$684$0$14,110$0$22,628$0$180,476$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AAIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE PRESIDENTIAL LINE AND BOARD OF DIRECTORS FOR ALL ACTIVITIES RELATED TO AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS AND ITS RELATED ORGANIZATION, AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS; 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 3COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, CHIEF TECHNOLOGY OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL.
PART I, LINE 4BKAREN L. HACKETT, CHIEF EXECUTIVE OFFICER, ACCRUED A 457F SUPPLEMENTAL RETIREMENT PAYMENT OF $6,000, FROM THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS, A RELATED ORGANIZATION. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, DEFERRED COMPENSATION.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 38,000 MEMBERS. THERE ARE TWO CATEGORIES OF MEMBERSHIP IN THE ASSOCIATION: FELLOWS AND MEMBERS. ONLY FELLOWS SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE.
FORM 990, PART VI, SECTION A, LINE 7AELECTIONS OF THE OFFICERS AND THE AT-LARGE MEMBERS OF THE ASSOCIATION 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 11BTHE 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 12CBOARD 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 AAOS BOARD OF DIRECTORS. BASED ON THE INFORMATION PROVIDED IN THE AAOS ORTHOPAEDIC DISCLOSURE PROGRAM AND/OR UPON A FURTHER REVIEW, THE CHAIR OF THE AAOS GOVERNANCE GROUP MAY DETERMINE THAT THE PARTICIPANT SHALL: 1) DISCLOSE THE POTENTIAL CONFLICT AND CONTINUE TO PARTICIPATE FULLY IN THE AAOS 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 15COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER, CHIEF 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 19GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WHICH IS OPEN TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE APPLICABLE GOVERNMENTAL AGENCIES.
FORM 990, PART XII, LINE 2CTHIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART VI, SECTION A, LINE 1ATHE 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 DISCLOSURESTHE ACADEMY OF ORTHOPAEDIC SURGEONS (ACADEMY) IS THE COMMON PAYMASTER FOR ITS OWN EMPLOYEES AS WELL AS THOSE OF THE 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.
FORM 990, PART VII, SECTION A, COMPENSATION DISCLOSURESTHE COMPENSATION FROM A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS (ACADEMY) REPORTED IN PART VII IS THE COMPENSATION PAID BY THE ACADEMY FOR A FULL-TIME POSITION. HOWEVER, A PORTION OF THESE INDIVIDUAL'S TIME IS DEVOTED TO THE FILING ORGANIZATION, AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS AND IS REIMBURSED BY THE FILING ORGANIZATION BASED ON TIME ALLOCATIONS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
9400 WEST HIGGINS ROADROSEMONTIL60018362110592SERVE THE PROFESSION OF ORTHOPAEDIC SURGERYIL501(C)(3)LINE 10Yes (1)
POLITICAL ACTION COMMITTEE OF AAOS
317 MASSACHUSETTS AVENUE NORTHEASTWASHINGTONDC20002262177172POLITICAL CAMPAIGN ACTIVITIESDC527Yes (1)
CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP (COA)
9400 WEST HIGGINS ROADROSEMONTIL60018263164922SUPPORT EDUCATIONAL ACTIVITIES OF AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONSIL501(C)(3)LINE 12B, II0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
B$14,550,000COST
AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
P$4,336,894COST

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.