AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA (EIN 36-4241052)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-09
- IRS object ID
- 201623149349300867
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-09T08:16:03-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364241052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ORTHOPAEDIC | BusinessNameLine1Txt |
| Business Name Line2 | SURGEONS | BusinessNameLine2Txt |
| 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 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 600184976 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN L HACKETT | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 8478237186 | PhoneNum |
| Signature | 2016-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KAREN L HACKETT | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,640,722 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.AAOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 3015 | TotalVolunteersCnt |
| Total Gross UBI | $872,024 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $3,040 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $474,816 | PYContributionsGrantsAmt |
| CY Contributions Grants | $391,289 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,242,220 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,863,041 | CYProgramServiceRevenueAmt |
| PY Investment Income | $547,612 | PYInvestmentIncomeAmt |
| CY Investment Income | $572,614 | CYInvestmentIncomeAmt |
| PY Other Revenue | $56,561 | PYOtherRevenueAmt |
| CY Other Revenue | $67,289 | CYOtherRevenueAmt |
| PY Total Revenue | $22,321,209 | PYTotalRevenueAmt |
| CY Total Revenue | $22,894,233 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,366,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,325,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $630,477 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,833,945 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,653,692 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $130,215 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $118,299 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,890,998 | PYOtherExpensesAmt |
| CY Other Expenses | $5,026,694 | CYOtherExpensesAmt |
| PY Total Expenses | $25,851,635 | PYTotalExpensesAmt |
| CY Total Expenses | $22,123,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,530,426 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $770,548 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,614,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,779,226 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,858,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,886,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,756,084 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,892,779 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE 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 Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | 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 |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR RICHARD STEWART COOCFO | 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 (29 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 |
|---|---|---|---|---|---|---|---|---|---|
| FREDERICK M AZAR MD | |||||||||
| TREASURER AND PAST PRESIDENT | 2.50 | 2.50 | Yes (X) | Yes (X) | $0 | $37,747 | $0 | ||
| DAVID D TEUSCHER MD | |||||||||
| PRESIDENT | 7.50 | 7.50 | Yes (X) | Yes (X) | $0 | $120,939 | $0 | ||
| GERALD R WILLIAMS MD | |||||||||
| FIRST VICE PRESIDENT | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $78,356 | $0 | ||
| DAVID MANSFIELD MD | |||||||||
| BOC CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $1,808 | $0 | |||
| LAWRENCE S HALPERIN MD | |||||||||
| BOC CHAIR-ELECT | 1.00 | 1.00 | Yes (X) | $0 | $1,732 | $0 | |||
| DAVID A HALSEY MD | |||||||||
| BOS CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $3,733 | $0 | |||
| BRIAN G SMITH MD | |||||||||
| BOS CHAIR-ELECT | 1.00 | 1.00 | Yes (X) | $0 | $465 | $0 | |||
| JENNIFER M WEISS MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJ D RAO MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN SOWARDS | |||||||||
| LAY MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $236 | $0 | |||
| WILLIAM J MALONEY | |||||||||
| SECOND VICE PRESIDENT | 5.00 | 5.00 | Yes (X) | Yes (X) | $0 | $37,761 | $0 | ||
| DANIEL K GUY MD | |||||||||
| BOC SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $865 | $0 | |||
| HOWARD R EPPS | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $352 | $0 | |||
| DANIEL C FARBER MD | |||||||||
| MEMBER AT LARGE | 1.00 | 1.00 | Yes (X) | $0 | $518 | $0 | |||
| LISA K CANNADA MD | |||||||||
| BOS SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $349 | $0 | |||
| KAREN L HACKETT | |||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 40.00 | Yes (X) | $0 | $583,905 | $104,857 | |||
| RICHARD J STEWART | |||||||||
| CFO/COO | 30.00 | 30.00 | Yes (X) | $0 | $396,153 | $71,853 | |||
| RICHARD N PETERSON | |||||||||
| GENERAL COUNSEL | 30.00 | 30.00 | Yes (X) | $0 | $325,793 | $88,057 | |||
| BILL BRUCE | |||||||||
| CHIEF TECHNOLOGY OFFICER | 25.00 | 25.00 | Yes (X) | $0 | $255,030 | $55,598 | |||
| ELLEN MOORE | |||||||||
| CHIEF EDUCATION OFFICER | 10.00 | 50.00 | Yes (X) | $0 | $287,838 | $62,315 | |||
| WILLIAM O SHAFFER MD | |||||||||
| MEDICAL DIRECTOR | 35.00 | 35.00 | Yes (X) | $340,672 | $0 | $68,000 | |||
| HOWARD MEVIS | |||||||||
| DIRECTOR OF ELEC MEDIA, EV | 10.00 | 40.00 | $0 | $238,647 | $63,650 | Yes (X) | |||
| GRAHAM NEWSON | |||||||||
| DIRECTOR OF OFFICE OF GOVE | 30.00 | 20.00 | $231,459 | $0 | $41,822 | Yes (X) | |||
| SUSAN MCSORLEY | |||||||||
| DIRECTOR OF CONVENTION AND | 5.00 | 45.00 | $0 | $183,535 | $65,547 | Yes (X) | |||
| HANS KOELSCH | |||||||||
| DIRECTOR OF PUBLICATIONS | 10.00 | 40.00 | $0 | $192,483 | $63,733 | Yes (X) | |||
| JENNIFER JONES | |||||||||
| DIRECTOR OF SOCIETY RELATI | 5.00 | 45.00 | $0 | $173,935 | $56,691 | Yes (X) | |||
| DEBORAH CUMMINS | |||||||||
| DIRECTOR OF RESEARCH | 10.00 | 40.00 | $0 | $171,143 | $39,846 | Yes (X) | |||
| TINA SLAGER | |||||||||
| DIRECTOR OF FINANCE | 30.00 | 30.00 | $0 | $161,664 | $32,699 | Yes (X) | |||
| LAURA ABRAHAMS | |||||||||
| DIRECTOR OF HUMAN RESOURCES | 5.00 | 45.00 | $0 | $168,784 | $56,308 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $572,131 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,423,771 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $870,976 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VEDDER PRICE | |||||
| 222 NORTH LASALLE STREET | CHICAGO | IL | 60601 | LEGAL SERVICES | $241,857 |
| NATIONAL CAPITAL TELESERVICES LLC | |||||
| 300 FIFTH STREET NW | WASHINGTON | DC | 20002 | FUNDRAISING | $197,444 |
| MATTHEW TWETTEN | |||||
| 2103 COPLEY AVE | ANN ARBOR | MI | 48104 | CONSULTING | $147,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $391,289 | AllOtherContributionsAmt |
| Total Contributions | $391,289 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP REVENUE | 541900 | $20,689,101 | $20,684,469 | $4,632 |
| PUBLICATION REVENUE | 541900 | $1,012,120 | $144,728 | $867,392 |
| OTHER PROGRAM REVENUE | 541900 | $161,820 | $161,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,863,041 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,571 | TotalRevenueColumnAmt |
| Exclusion | $225,571 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $67,289 | TotalRevenueColumnAmt |
| Exclusion | $67,289 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,093,532 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,746,489 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $347,043 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $347,043 | TotalRevenueColumnAmt |
| Exclusion | $347,043 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,894,233 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,991,017 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $872,024 | UnrelatedBusinessRevenueAmt |
| Exclusion | $639,903 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,325,000 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $681,953 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,414,109 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,952 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,227 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,451 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,459 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,469 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,299 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,096 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,910 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,121 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,041 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,428 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,612 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,500 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,944 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,906 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,356 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| DUES AND SUBSCRIPTIONS | $1,066,915 |
| MISCELLANEOUS | $626,304 |
| PRINTING AND PUBLICATIO | $337,142 |
| EQUIPMENT RENTAL | $92,491 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,123,685 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,690,095 | BOYAmt |
| EOY | $9,996,846 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,475 | BOYAmt |
| EOY | $657,369 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,293 | BOYAmt |
| EOY | $35,570 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,212,591 | BOYAmt |
| EOY | $8,089,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,614,454 | BOYAmt |
| EOY | $18,779,226 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,417 | BOYAmt |
| EOY | $209,635 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,478,697 | BOYAmt |
| EOY | $5,427,479 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,256 | BOYAmt |
| EOY | $249,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,858,370 | BOYAmt |
| EOY | $5,886,447 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,738,818 | BOYAmt |
| EOY | $12,892,502 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,266 | BOYAmt |
| EOY | $277 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,756,084 | BOYAmt |
| EOY | $12,892,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,614,454 | BOYAmt |
| EOY | $18,779,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $770,548 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$633,853 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | 0 | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | Yes (1) | AgreeCarryoverPriorYearInd |
| Dues Assessments | $17,727,240 | DuesAssessmentsAmt |
| Non Deductible Lbbyng Pltcl CY | $1,187,933 | NonDeductibleLbbyngPltclCYAmt |
| Non Deductible Lbbyng Pltcl Tot | $1,187,933 | NonDeductibleLbbyngPltclTotAmt |
| Aggregate Reported Dues Ntc | $1,240,907 | AggregateReportedDuesNtcAmt |
| Taxable | -$52,974 | TaxableAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,212,591 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$68,055 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $55,096 | AdministrativeExpensesAmt |
| End Year Balance | $8,089,441 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,730,070 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $543,432 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $60,911 | AdministrativeExpensesAmt |
| End Year Balance | $8,212,591 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,783,459 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $994,625 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $48,014 | AdministrativeExpensesAmt |
| End Year Balance | $7,730,070 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,095,439 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $729,888 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $41,868 | AdministrativeExpensesAmt |
| End Year Balance | $6,783,459 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,017,365 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $117,615 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $39,541 | AdministrativeExpensesAmt |
| End Year Balance | $6,095,439 | 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 |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | Desc |
| Amt | $249,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $249,333 | TotalLiabilityAmt |
| 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 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, 2015. THE ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2012. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CAPITAL TELESERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 5TH STREET NORTHEAST | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING VIA MAIL SOLICITATIONS AND TELEPHONE | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $965,372 | GrossReceiptsAmt |
| Retained By Contractor | $118,299 | RetainedByContractorAmt |
| Net To Organization | $847,073 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $965,372 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $118,299 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $847,073 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| SOUTH CAROLINA ORTHOPAEDIC ASSOCIATION | |||||||
| 17503 MALLARD COURT | LUTZ | FL | 33559 | 570743252 | 501(C)(6) | $10,000 | STATE SOCIETY ASSISTANCE |
| PENNSYLVANIA ORTHOPAEDIC SOCIETY | |||||||
| 500 NORTH THIRD STREET 11TH FL | HARRISBURG | PA | 17101 | 232184602 | 501(C)(6) | $15,000 | STATE SOCIETY ASSISTANCE |
| MARYLAND ORTHOPAEDIC ASSOCIATION | |||||||
| 110 WEST ROAD STE 227 | TOWSON | MD | 21204 | 521979179 | 501(C)(6) | $160,000 | STATE SOCIETY ASSISTANCE |
| ORTHOPAEDIC RESEARCH SOCIETY | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 363180285 | 501(C)(3) | $11,000 | GENERAL SUPPORT |
| ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 366009467 | 501(C)(3) | $10,000 | GENERAL SUPPORT |
| NORTH CAROLINA ORTHOPAEDIC ASSOC | |||||||
| 222 NORTH PEARSON STREET | RALEIGH | NC | 27611 | 581433163 | 501(C)(6) | $30,000 | STATE SOCIETY ASSISTANCE |
| TEXAS ORTHO ASSOC | |||||||
| 401 WEST 15TH STREET STE 820 | AUSTIN | TX | 78701 | 742410142 | 501(C)(6) | $9,000 | STATE SOCIETY ASSISTANCE |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | |||||||
| 9400 W HIGGINS RD | ROSEMONT | IL | 60018 | 362110592 | 501(C)(3) | $13,000,000 | GENERAL SUPPORT |
| MINNESOTA ORTHOPAEDIC SOCIETY | |||||||
| 1821 UNIVERSITY AVE WEST SUITE 256 | ST PAUL | MN | 55104 | 237389067 | 501(C)(6) | $10,750 | STATE SOCIETY ASSISTANCE |
| FLORIDA ORTHOPAEDIC SOCIETY | |||||||
| 17503 MALLARD COURT | LUTZ | FL | 33559 | 596142215 | 501(C)(6) | $22,000 | STATE SOCIETY ASSISTANCE |
| LOUISIANA ORTHOPAEDIC ASSOCIATION | |||||||
| PO BOX 80053 | BATON ROUGE | LA | 70898 | 720888676 | 501(C)(6) | $46,000 | STATE SOCIETY ASSISTANCE |
| MISSOURI STATE ORTHO ASSOC | |||||||
| PO BOX 2124 | JEFFERSON CITY | MO | 65102 | 431336681 | 501(C)(6) | $6,750 | STATE SOCIETY ASSISTANCE |
| TENNESSEE ORTHOPAEDIC SOCIETY | |||||||
| POBOX 159035 | NASHVILLE | TN | 37215 | 626075838 | 501(C)(6) | $9,000 | STATE SOCIETY ASSISSTANCE |
| CALIFORNIA ORTHOPAEDIC ASSOCIATION | |||||||
| 1246 P STREET | SACRAMENTO | CA | 95814 | 953141127 | 501(C)(6) | -$25,000 | RETURN OF PREVIOUS YEAR CONTRIBUTION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 11 | 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 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
| 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 |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN L HACKETT | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $478,745 | $0 | $100,000 | $0 | $5,160 | $0 | $89,192 | $0 | $15,665 | $0 | $688,762 | $0 | $0 |
| RICHARD J STEWART | ||||||||||||||
| CFO/COO | $0 | $345,644 | $0 | $40,507 | $0 | $10,002 | $0 | $56,188 | $0 | $15,665 | $0 | $468,006 | $0 | $0 |
| RICHARD N PETERSON | ||||||||||||||
| GENERAL COUNSEL | $0 | $308,817 | $0 | $8,261 | $0 | $8,715 | $0 | $72,392 | $0 | $15,665 | $0 | $413,850 | $0 | $0 |
| BILL BRUCE | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $0 | $239,139 | $0 | $10,254 | $0 | $5,637 | $0 | $36,206 | $0 | $19,392 | $0 | $310,628 | $0 | $0 |
| ELLEN MOORE | ||||||||||||||
| CHIEF EDUCATION OFFICER | $0 | $271,571 | $0 | $8,254 | $0 | $8,013 | $0 | $53,308 | $0 | $9,007 | $0 | $350,153 | $0 | $0 |
| WILLIAM O SHAFFER MD | ||||||||||||||
| MEDICAL DIRECTOR | $331,200 | $0 | $5,254 | $0 | $4,218 | $0 | $68,000 | $0 | $0 | $0 | $408,672 | $0 | $0 | $0 |
| HOWARD MEVIS | ||||||||||||||
| DIRECTOR OF ELEC MEDIA, EV | $0 | $227,700 | $0 | $3,261 | $0 | $7,686 | $0 | $47,985 | $0 | $15,665 | $0 | $302,297 | $0 | $0 |
| GRAHAM NEWSON | ||||||||||||||
| DIRECTOR OF OFFICE OF GOVE | $226,899 | $0 | $2,754 | $0 | $1,806 | $0 | $26,157 | $0 | $15,665 | $0 | $273,281 | $0 | $0 | $0 |
| SUSAN MCSORLEY | ||||||||||||||
| DIRECTOR OF CONVENTION AND | $0 | $175,239 | $0 | $3,261 | $0 | $5,035 | $0 | $46,155 | $0 | $19,392 | $0 | $249,082 | $0 | $0 |
| HANS KOELSCH | ||||||||||||||
| DIRECTOR OF PUBLICATIONS | $0 | $188,007 | $0 | $2,754 | $0 | $1,722 | $0 | $48,068 | $0 | $15,665 | $0 | $256,216 | $0 | $0 |
| JENNIFER JONES | ||||||||||||||
| DIRECTOR OF SOCIETY RELATI | $0 | $167,335 | $0 | $2,754 | $0 | $3,846 | $0 | $41,026 | $0 | $15,665 | $0 | $230,626 | $0 | $0 |
| DEBORAH CUMMINS | ||||||||||||||
| DIRECTOR OF RESEARCH | $0 | $163,569 | $0 | $2,754 | $0 | $4,820 | $0 | $24,181 | $0 | $15,665 | $0 | $210,989 | $0 | $0 |
| TINA SLAGER | ||||||||||||||
| DIRECTOR OF FINANCE | $0 | $154,242 | $0 | $3,007 | $0 | $4,415 | $0 | $19,965 | $0 | $12,734 | $0 | $194,363 | $0 | $0 |
| LAURA ABRAHAMS | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $0 | $165,525 | $0 | $2,754 | $0 | $505 | $0 | $36,916 | $0 | $19,392 | $0 | $225,092 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE PRESIDENTIAL LINE FOR ALL ACTIVITIES RELATED TO AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS AND ITS RELATED ORGANIZATION, AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS, AND TO THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES; 5 PERSONS RECEIVED THIS BENEFIT IN 2015 AND IS NOT CONSIDERED AS TAXABLE COMPENSATION. AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES AND 17 PEOPLE RECEIVED THIS BENEFIT IN 2015, 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 (4 PEOPLE IN 2015). THE BOARD OF DIRECTORS RECEIVES GROSS-UP PAYMENTS FOR THIS COMPENSATION AND THAT IS ALSO TREATED AS TAXABLE COMPENSATION (13 PEOPLE IN 2015). |
| PART I, LINE 3 | COMPENSATION 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 4B | KAREN L. HACKETT, CHIEF EXECUTIVE OFFICER, ACCRUED A 457F SUPPLEMENTAL RETIREMENT PAYMENT OF $18,000, 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 38,559 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 7A | ELECTIONS 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 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY 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 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 15 | COMPENSATION 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 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 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 | COMPENSATION FOR WILLIAM O. SHAFFER, MD AND GRAHAM H. NEWSON HAS BEEN PAID BY A COMMON PAYMASTER AND RELATED ORGANIZATION, AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS EIN# 36-2110592. SINCE ALL SERVICES PERFORMED BY THESE INDIVIDUALS WERE FOR THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE ORGANIZATION. AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. |
| FORM 990, PART VII, SECTION A, COMPENSATION DISCLOSURES | THE 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | |||||||||
| 9400 WEST HIGGINS ROAD | ROSEMONT | IL | 60018 | 362110592 | SERVE THE PROFESSION OF ORTHOPAEDIC SURGERY | IL | 501(C)(3) | LINE 9 | Yes (1) |
| POLITICAL ACTION COMMITTEE OF AAOS | |||||||||
| 317 MASSACHUSETTS AVENUE NORTHEAST | WASHINGTON | DC | 20002 | 262177172 | POLITICAL CAMPAIGN ACTIVITIES | DC | 527 | Yes (1) | |
| CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP (COA) | |||||||||
| 9400 WEST HIGGINS ROAD | ROSEMONT | IL | 60018 | 263164922 | SUPPORT EDUCATIONAL ACTIVITIES OF AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | IL | 501(C)(3) | LINE 11A, I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | ||
| B | $13,000,000 | COST |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | ||
| P | $2,846,143 | COST |
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