AMERICAN BOARD OF ORTHOPAEDIC SURGERY INC: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
AMERICAN BOARD OF ORTHOPAEDIC SURGERY INC (EIN 36-6000057)
Tax period
2016-09-01 to 2017-08-31
Filed
2018-01-16
IRS object ID
201820169349300217
Schema version
2016v3.0
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)
Return2018-01-16T08:07:11-06:00ReturnTs
Tax Period End2017-08-31TaxPeriodEndDt

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 Line1901 N GLEBE ROAD SUITE 200AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22203ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366000057EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AMERICAN BOARD OF ORTHOPAEDIC SURGERYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAMERBusinessNameControlTxt
Phone9199297103PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 SILVER CEDAR COURTAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAARON WHITEPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone9199297103PhoneNum
Signature2018-01-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonIVY BECKHAMPreparerPersonNm
PTINP01316131PTIN
Phone5712279500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-01-12IPDt
IP Tm16:51:02IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id939926C07207B06E5739D7A3CC5DF497BF659E8DAtSubmissionCreationDeviceId
At Submission Filing Device IdA175373D45E559E55EF517D222C8E1A12593D80CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerAARON WHITEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 SILVER CEDAR COURTAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$12,578,396GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.ABOS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1934FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionENSURE SAFE, ETHICAL & EFFECTIVE PRACTICE OF ORTHOPAEDIC SURGERY THRU STANDARDS OF EDU. & EXAM.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee16TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,199,538PYProgramServiceRevenueAmt
CY Program Service Revenue$6,608,525CYProgramServiceRevenueAmt
PY Investment Income$1,097,891PYInvestmentIncomeAmt
CY Investment Income$1,605,683CYInvestmentIncomeAmt
PY Other Revenue$155,645PYOtherRevenueAmt
CY Other Revenue$26,487CYOtherRevenueAmt
PY Total Revenue$8,453,074PYTotalRevenueAmt
CY Total Revenue$8,240,695CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,521,105PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,435,864CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,234,403PYOtherExpensesAmt
CY Other Expenses$5,598,822CYOtherExpensesAmt
PY Total Expenses$7,755,508PYTotalExpensesAmt
CY Total Expenses$8,034,686CYTotalExpensesAmt
PY Revenues Less Expenses$697,566PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$206,009CYRevenuesLessExpensesAmt
Total Assets BOY$37,153,922TotalAssetsBOYAmt
Total Assets EOY$38,910,449TotalAssetsEOYAmt
Total Liabilities BOY$3,092,126TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,272,812TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$34,061,796NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$36,637,637NetAssetsOrFundBalancesEOYAmt
MissionTO SERVE THE BEST INTERESTS OF THE PUBLIC AND OF THE MEDICAL PROFESSION BY ESTABLISHING EDUCATIONAL STANDARDS FOR ORTHOPAEDIC RESIDENTS AND BY EVALUATING THE INITIAL AND CONTINUING QUALIFICATIONS AND COMPETENCE OF ORTHOPAEDIC SURGEONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescINITIAL CERTIFICATION OF ORTHOPAEDIC SURGEONS:EDUCATIONAL REQUIREMENTS, PEER REVIEW, A WRITTEN EXAM, AND AN ORAL EXAM ARE REQUIRED TO BECOME BOARD CERTIFIED. THERE WERE 689 NEW ORTHOPAEDIC SURGEONS CERTIFIED IN THE FISCAL YEAR ENDED IN 2017. CANDIDATES WHO PASS THE CERTIFICATION REQUIREMENTS BECOME A "DIPLOMATE" OF THE ORGANIZATION FOR 10 YEARS. THE ORGANIZATION HAS A TOTAL 29,006 DIPLOMATES DURING THE MOST RECENTLY COMPLETED FISCAL YEAR.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescRECERTIFICATION EVERY TEN YEARS:EVERY 10 YEARS DIPLOMATES MUST MEET ADDITIONAL EDUCATIONAL REQUIREMENTS, PEER REVIEW, AND AN EXAM TO RECERTIFY. THERE WERE 1552 DIPLOMATES TO RECERTIFY IN THE FISCAL YEAR ENDING IN 2017.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescSUBSPECIALTY CERTIFICATION:CERTIFICATION OF SPORTS AND HAND SUB-SPECIALTY CERTIFICATES AFTER INITIAL CERTIFICATION IS COMPLETE. SPORTS SUBSPECIALTY CERTIFICATES 100. HAND SUBSPECIALTY CERTIFICATES 99.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document53IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee16EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
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

FieldValueIRS element (for citing)
PersonKATHY CLARK CONTROLLERPersonNm
Phone9199297103PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 SILVER CEDAR COURTAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JAMES R ROBERSON MD
PRESIDENT2.00Yes (X)Yes (X)$1,816$0$0
PETER MURRAY MD
PRESIDENT-ELECT2.00Yes (X)Yes (X)$4,863$0$0
DOUGLAS LUNDY MD
TREASURER2.00Yes (X)Yes (X)$402$0$0
TERRANCE D PEABODY MD
SECRETARY2.00Yes (X)Yes (X)$2,367$0$0
ANNUNZIATO AMENDOLA MD
SENIOR DIRECTOR2.00Yes (X)$0$0$0
J LAWRENCE MARSH MD
SENIOR DIRECTOR2.00Yes (X)$3,660$0$0
JAMES E CARPENTER MD
SENIOR DIRECTOR2.00Yes (X)$7,261$0$0
REGIS J O'KEEFE MD
SENIOR DIRECTOR2.00Yes (X)$5,715$0$0
SANFORD E EMERY MD MBA
SENIOR DIRECTOR2.00Yes (X)$1,761$0$0
STEPHEN A ALBANESE MD
SENIOR DIRECTOR2.00Yes (X)$4,222$0$0
THOMAS P VAIL MD
SENIOR DIRECTOR2.00Yes (X)$0$0$0
ANN E VANHEEST MD
DIRECTOR2.00Yes (X)$2,058$0$0
CHARLES L SALTZMAN MD
DIRECTOR2.00Yes (X)$1,925$0$0
GREGORY MENCIO MD
DIRECTOR2.00Yes (X)$622$0$0
JOHN M FLYNN MD
DIRECTOR2.00Yes (X)$2,658$0$0
JOSHUA J JACOBS MD
DIRECTOR2.00Yes (X)$0$0$0
MICHAEL S BEDNARMD
DIRECTOR2.00Yes (X)$1,627$0$0
RICK W WRIGHT MD
DIRECTOR2.00Yes (X)$1,945$0$0
JACK B EVANS
PUBLIC MEMBER DIRECTOR2.00Yes (X)$2,705$0$0
JUDITH BAUMHAUER MD
SENIOR DIRECTOR (UNTIL 10/2016)2.00Yes (X)$0$0$0
MICHELLE JAMES MD
SENIOR DIRECTOR (UNTIL 10/2016)2.00Yes (X)$0$0$0
AARON WHITE
CHIEF OPPERATING OFFICER40.00Yes (X)$203,021$0$70,166
SHEPARD HURWITZ MD
EXECUTIVE DIRECTOR (UNTIL 02/2017)40.00Yes (X)$503,227$0$101,079
DAVID F MARTIN MD
EXECUTIVE MEDICAL DIRECTOR40.00Yes (X)$136,378$0$18,128
PARTICIA SCALF
EXAMS ADMINISTRATOR35.00$135,274$0$53,804Yes (X)
KATHRYN CLARK
CONTROLLER35.00$106,732$0$57,752Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,130,239TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$300,929TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
NBME
3750 MARKET STREETPHILADELPHIAPA19104TEST DEVELOPMENT$1,486,166
WEB DATA SOLUTIONS
930 YORK ROAD SUITE 102HINSDALEIL60521IT SUPPORT AND DESIGN$1,172,938
VEDDER PRICE
222 NORTH LASALLE STREETCHICAGOIL60601LEGAL REPRESENTATION$282,630
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEXAMS AND APPLICATIONDesc
Business900099BusinessCd
Total Revenue Column$6,608,525TotalRevenueColumnAmt
Related Or Exempt Func Income$6,608,525RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,608,525TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$602,849TotalRevenueColumnAmt
Exclusion$602,849ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$156,651RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$130,164RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$26,487RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,487TotalRevenueColumnAmt
Exclusion$26,487ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,210,371SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,207,537SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,002,834SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,002,834TotalRevenueColumnAmt
Exclusion$1,002,834ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,240,695TotalRevenueColumnAmt
Related Or Exempt Func Income$6,608,525RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,632,170ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,228,700TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$724,280TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$129,300TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$249,061TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$104,523TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$243,018TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,611TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$86,144TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$769,664TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,291TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$239,028TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$106,788TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$167,164TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$843,437TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$337,195TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$86,145TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
TEST DEVELOPMENT$1,230,624
SITE EXPENSE$408,136
EXAMINERS$374,443
DUES AND MEMBERSHIPS$204,762

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$464,372TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,034,686TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,586,180BOYAmt
EOY$999,392EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$683,783BOYAmt
EOY$1,126,162EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$80,176BOYAmt
EOY$104,009EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$445,865BOYAmt
EOY$632,971EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,423,689LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,247,569LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,832,191BOYAmt
EOY$2,176,120EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$31,370,739BOYAmt
EOY$33,840,487EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$154,988BOYAmt
EOY$31,308EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$37,153,922BOYAmt
EOY$38,910,449EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,094,445BOYAmt
EOY$1,332,894EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$20,325BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$809,599BOYAmt
EOY$895,841EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$167,757BOYAmt
EOY$44,077EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,092,126BOYAmt
EOY$2,272,812EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$34,061,796BOYAmt
EOY$36,637,637EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$34,061,796BOYAmt
EOY$36,637,637EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$37,153,922BOYAmt
EOY$38,910,449EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$206,009ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,369,832NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$235,412OtherCostOrOtherBasisAmt
Book Value$235,412BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,551,065OtherCostOrOtherBasisAmt
Depreciation$1,680,823DepreciationAmt
Book Value$870,242BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,017,732OtherCostOrOtherBasisAmt
Depreciation$821,575DepreciationAmt
Book Value$196,157BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,619,480OtherCostOrOtherBasisAmt
Depreciation$745,171DepreciationAmt
Book Value$874,309BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,176,120TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DEPOSITS$12,769
DEFERRED COMPENSATION$31,308
FieldValueIRS element (for citing)
Total Liability$44,077TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$16,176,547TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,369,832NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$5,522,000DonatedServicesAndUseFcltsAmt
Revenue Not Reported$7,891,832RevenueNotReportedAmt
Revenue Subtotal$8,284,715RevenueSubtotalAmt
Investment Expenses Not Incld$86,144InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$130,164OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$44,020RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,240,695TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,600,706TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$5,522,000DonatedServicesUseFcltsAmt
Other Expenses Included$130,164OtherExpensesIncludedAmt
Expenses Not Reported$5,652,164ExpensesNotReportedAmt
Expenses Subtotal$7,948,542ExpensesSubtotalAmt
Investment Expenses Not Incld2$86,144InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$86,144ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,034,686TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE ORGANIZATION ADOPTED A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE RECOGNIZED. THE IMPLEMENTATION OF THIS POLICY HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:RENTAL EXPENSES -130,164.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES 130,164.

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
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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
AARON WHITE
CHIEF OPPERATING OFFICER$192,400$0$8,291$0$2,330$0$50,600$0$19,566$0$273,187$0$0$0
SHEPARD HURWITZ MD
EXECUTIVE DIRECTOR (UNTIL 02/2017)$498,363$0$0$0$4,864$0$61,250$0$39,829$0$604,306$0$0$0
DAVID F MARTIN MD
EXECUTIVE MEDICAL DIRECTOR$111,000$0$25,310$0$68$0$9,000$0$9,128$0$154,506$0$0$0
PARTICIA SCALF
EXAMS ADMINISTRATOR$120,000$0$12,737$0$2,537$0$30,250$0$23,554$0$189,078$0$0$0
KATHRYN CLARK
CONTROLLER$101,960$0$2,965$0$1,807$0$25,740$0$32,012$0$164,484$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationMEMBERS OF THE GOVERNING BODY HAVE THE ABILITY TO INCLUDE A SPOUSE TO TRAVEL WITH THEM FOR VARIOUS ORGANIZATION BUSINESS. THESE AMOUNTS ARE DEEMED GROSS-UP PAYMENTS AND INCLUDED IN THE TAXABLE INCOME OF THE APPROPRIATE INDIVIDUALS. IN ADDITION, THE ORGANIZATION MAY HAVE INSTANCES WHEN FIRST-CLASS TRAVEL IS NECESSARY FOR CONDUCTING ORGANIZATION BUSINESS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE CONSISTS OF THE FOLLOWING BOARD MEMBERS: THE PRESIDENT AS CHAIR, THE IMMEDIATE PAST-PRESIDENT, PRESIDENT-ELECT, SECRETARY, AND TREASURER. THE EXECUTIVE MEDICAL DIRECTOR AND CHIEF OPERATING OFFICER SERVE AS EX-OFFICIO MEMBERS WITHOUT VOTE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO CARRY OUT THE BUSINESS AND FUNCTIONS OF THE ORGANIZATION BETWEEN MEETINGS OF THE BOARD AND REPORTS ANY SUCH ACTIONS TO THE BOARD FOR RATIFICATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE ORGANIZATION CONTRACTS WITH A PUBLIC ACCOUNTING FIRM TO PREPARE THE FORM 990 BASED ON INFORMATION OBTAINED FROM MANAGEMENT AND DURING THE FINANCIAL AUDIT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. THE FORM 990 IS THEN PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CALL AMERICAN BOARD OF ORTHOPAEDIC SURGERY (ABOS) DIRECTORS, EXECUTIVE MEDICAL DIRECTOR AND CHIEF OPERATING OFFICER ARE COVERED BY CONFLICT OF INTEREST POLICY. THE EXECUTIVE DIRECTOR AND THE EXECUTIVE COMMITTEE REVIEW THE FORMS. EACH DIRECTOR AND THE TWO EXECUTIVES MUST FILL OUT A FORM ANNUALLY, AND ARE OBLIGED TO REPORT SIGNIFICANT CHANGES TO THE ABOS STAFF IN WRITING. THE FORMS ARE STORED ON A PASSWORD PROTECTED LOCATION ON THE ABOS WEBSITE THAT IS AVAILABLE FOR ALL THE DIRECTORS. THE PERSON WHO IS CONFLICTED IS EXCUSED FROM DISCUSSION AND DECISIONS CONCERNING THE CONFLICTED PARTY. ANY CONFLICT WILL BE DOCUMENTED IN THE MEETING MINUTES OF THE FULL BOARD.
FORM 990, PART VI, SECTION B, LINE 15WITH THE HIRING OF THE EXECUTIVE MEDICAL DIRECTOR AND CHIEF OPERATING OFFICER, AN OUTSIDE EMPLOYMENT AGENCY WAS UTILIZED FOR THE PROCESS. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION DETERMINES ANY COMPENSATION AND BONUS ADJUSTMENTS EACH YEAR BASED ON PERFORMANCE AND OTHER BENCHMARKING. THE PROCESS WAS LAST UNDERTAKEN IN 2016. FORM 990, PART VI, SECTION B, LINE 15B: FOR ALL OTHER EMPLOYEES, THE CHIEF OPERATING OFFICER DETERMINES THE COMPENSATION LEVEL BASED ON COMPARABILITY DATA AND CURRENT PERFORMANCE. THIS PROCESS IS PERFORMED ANNUALLY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

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