JOURNAL OF BONE AND JOINT SURGERY INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOURNAL OF BONE AND JOINT SURGERY INC (EIN 04-2104359)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202513159349100726
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T08:08:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 STATE STREET 17TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOURNAL OF BONE AND JOINT | BusinessNameLine1Txt |
| Business Name Line2 | SURGERY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOUR | BusinessNameControlTxt |
| Phone | 7814499780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON MILLER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 7814499780 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG KLEIN | PreparerPersonNm |
| PTIN | P00734640 | PTIN |
| Phone | 6178075000 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,567,439 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $370 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $126,979 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126,979 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $779,980 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $779,980 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,768 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,237 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,311,471 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,239,293 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,072,178 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,217,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,146,252 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,072,178 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $168,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,265,593 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $215,189 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,050,404 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $819,163 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $51,950 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $767,213 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $38,608 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $38,608 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $60,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $60,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $470,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $14,739 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $297,113 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $90,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $617,079 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $105,787 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $398,246 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $26,243 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $372,003 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $216,164 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $21,135 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $195,029 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,887,304 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $946,750 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $623,623 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $316,931 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $614,334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $70,485 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $855,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,646,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,105,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,129,151 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,121,841 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,045 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,045 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,674,134 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,105,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,129,151 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,149,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $542,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,041,006 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $943,027 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,539,841 | CashBOYAmt |
| Cash EOY | $1,423,687 | CashEOYAmt |
| Cash EOYFMV | $1,423,687 | CashEOYFMVAmt |
| Acct Rcvbl | $110,987 | AcctRcvblAmt |
| Acct Rcvbl BOY | $127,884 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $110,987 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $110,987 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $310,769 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $268,954 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $268,954 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $22,843,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,005,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,005,908 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $754,336 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $695,142 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $695,142 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,430,121 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,654,614 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $918,651 | LandBOYAmt |
| Land EOY | $775,507 | LandEOYAmt |
| Land EOYFMV | $775,507 | LandEOYFMVAmt |
| Other Assets BOY | $1,694,220 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,287,254 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,287,254 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,189,187 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,567,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,567,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,064,983 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $701,085 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $939,045 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,102,171 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $1,182,525 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $842,600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,186,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,645,856 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,002,634 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,921,583 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,002,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,921,583 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,189,187 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,567,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,002,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $542,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,438,207 | OtherIncreasesAmt |
| Subtotal | $26,983,739 | SubtotalAmt |
| Other Decreases | $62,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,921,583 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SHORT-TERM INVEST-GR ADM 0539 | P | 2024-02-06 | $11,422 | $11,985 | -$563 | -$563 |
| SHORT-TERM INVEST-GR ADM 0539 | P | 2024-05-02 | $11,848 | $12,512 | -$664 | -$664 |
| SHORT-TERM INVEST-GR ADM 0539 | P | 2024-08-01 | $14,967 | $15,508 | -$541 | -$541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,768 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,970 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,970 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83,970 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,006 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $171,006 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $87,036 | OverpaymentAmt |
| Applied To ES Tax | $87,036 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.JBJS.ORG | WebsiteAddressTxt |
| Individual With Books | MONIQUE CLARK | IndividualWithBooksNm |
| Phone | 7814331214 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1Txt |
| City | NEEDHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02492 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES CARPENTER MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | CHAIR | 5.00 | $15,000 | $0 | $0 |
| LEESA GALATZ MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | VICE CHAIR | 2.00 | $15,000 | $0 | $0 |
| SURENA NAMDARI MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TREASURER | 2.00 | $15,000 | $0 | $0 |
| JOHN FLYNN | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | SECRETARY | 2.00 | $15,000 | $0 | $0 |
| THOMAS VAIL MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| MARK GOLBERG | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| KRISTOFER JONES | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| JUDITH BAUMHAUER MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| JOSHUA JACOBS MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| JENNIFER WOLF | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| FRANK CUTITTA | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| CHRISTINE LAMB | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | TRUSTEE | 2.00 | $15,000 | $0 | $0 |
| JASON MILLER | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | CEO | 40.00 | $396,166 | $61,470 | $0 |
| BETSY BELLAR | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | COO | 40.00 | $280,055 | $31,103 | $0 |
| DR MO BHANDARI MD | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | EDITOR IN CHIEF | 20.00 | $317,933 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KATHRYN SHEA | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | SVP EDUCATIONAL EVEN | 40.00 | $158,140 | $39,595 | $0 |
| ALLEN HARPER | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | AVP PUBLISHING | 40.00 | $140,468 | $32,508 | $0 |
| BEV OUANNASS | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | AVP SALES & MARKETIN | 40.00 | $125,906 | $45,663 | $0 |
| CHRISTINA NELSON | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | DIRECTOR, PUBLISHING | 40.00 | $119,488 | $51,782 | $0 |
| MO CLARK | ||||||||
| 20 PICKERING ST | NEEDHAM | MA | 02492 | DIRECTOR, FINANCE & | 40.00 | $122,573 | $23,524 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 14 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF MN PHYSICIANS | |||||
| 720 WASHINGTON AVE STE 200 | MINNEAPOLIS | MN | 55414 | CONTRACT EDITOR | $385,176 |
| FOCUS TECHNOLOGY | |||||
| 2 LIBERTY SQUARE F7 | BOSTON | MA | 02109 | INFORMATION TECHNOLOGY | $272,392 |
| AREA9 INNOVATION INC | |||||
| 126 WOODLAND RD | CHESTNUT HILL | MA | 02467 | WEBSITE DEVELOPMENT | $186,144 |
| MEMORANG INC | |||||
| 18849 MIRANDA ST | TARZANA | CA | 91356 | APP DEVELOPMENT | $84,000 |
| JOHN WILEY & SONS INC | |||||
| 111 RIVER ST | HOBOKEN | NJ | 07030 | EDITORIAL SUPPORT | $80,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 10 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 1. PUBLICATION OF SCIENTIFIC MEDICAL JOURNALS ENTITLED "THE JOURNAL OF BONE AND JOINT SURGERY" (24 ISSUES, PRINT AND ONLINE), "JBJS OPEN ACCESS", "JBJS REVIEWS", "ESSENTIAL SURGICAL TECHNIQUES", AND "CASE CONNECTOR", AND "JOURNAL OF ORTHOPAEDICS FOR PHYSICIAN ASSISTANTS". | Description1Txt |
| Expenses1 | $6,349,236 | Expenses1Amt |
| Description2 | 2. JBJS OPERATES THE MILLER REVIEW COURSE ("MRC") PROGRAM FOR FIVE DAYS IN SPRING OF EACH YEAR IN COLORADO, TO PREPARE RESIDENTS FOR THEIR BOARDS. ATTENDANCE IS APPROXIMATELY 600. IN ADDITION, JBJS OFFERS A JBJS/MRC VIRTUAL RECERTIFICATION COURSE THAT ASSISTS PHYSICIANS IN THEIR PASSING THEIR RECERTIFICATION PROCESSES. | Description2Txt |
| Expenses2 | $757,389 | Expenses2Amt |
| Description3 | 3. PROVISION OF CONTINUING MEDICAL EDUCATION (CME) ACTIVITIES AND LIFETIME LEARNING PLATFORMS (JBJS CLINICAL CLASSROOM), PHYSICIANS AND RESIDENTS IN THE FIELD OF ORTHOPEDICS. THESE ACTIVITIES ARE DESIGNED TO MAINTAIN PHYSICIANS' COMPETENCE ON A REGULAR BASIS. | Description3Txt |
| Expenses3 | $371,762 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,245,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,271,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $432,275 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,949,686 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,949,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $419,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,530,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,376,522 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,376,522 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,970 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $83,970 | TotalTaxAmt |
| Distributable Before Adj | $1,292,552 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,292,552 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,292,552 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,149,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,149,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,292,552 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,715,795 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,035,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,711,144 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,679,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,141,139 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,149,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,292,552 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,857,334 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,998,473 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $23,998,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,715,795 | ExcessFromYear4Amt |
| Excess From Year3 | $5,035,000 | ExcessFromYear3Amt |
| Excess From Year2 | $4,711,144 | ExcessFromYear2Amt |
| Excess From Year1 | $4,679,200 | ExcessFromYear1Amt |
| Excess From Current Year | $4,857,334 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALL HANDS AND HEARTS | ||||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | NONE | PC | EMPLOYEE DONATION MATCH | $72 | |
| ALS THERAPY INSTITUTE | ||||||||
| 480 ARSENAL STREET SUITE 201 | WATERTOWN | MA | 02472 | NONE | PC | EMPLOYEE DONATION MATCH | $100 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 W 36TH ST | NEW YORK | NY | 10018 | NONE | PC | EMPLOYEE DONATION MATCH | $329 | |
| AMERICAN ORTHOPAEDIC ASSOCIATION | ||||||||
| PO BOX 87618 | CHICAGO | IL | 606800618 | NONE | PC | ANNUAL SYMPOSIA SUPPORT GRANT FOR 2024 | $25,000 | |
| AMNESTY INTERNATIONAL USA | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PC | EMPLOYEE DONATION MATCH | $103 | |
| ANIMAL RESCUE LEAGUE | ||||||||
| PO BOX 41143 | SACRAMENTO | CA | 95841 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| BUDDY DOG HUMANE SOCIETY | ||||||||
| BOX 296 | SUDBURY | MA | 01776 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| DIRECT RELIEF | ||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | NONE | PC | EMPLOYEE DONATION MATCH | $55 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| GLOBALGIVING FOUNDATION | ||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | NONE | PC | EMPLOYEE DONATION MATCH | $115 | |
| INTERFAITH SOCIAL SERVICES | ||||||||
| 105 ADAMS STREET | QUINCY | MA | 02169 | NONE | PC | EMPLOYEE DONATION MATCH | $59 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| PO BOX 6068 | ALBERT LEA | MN | 560079847 | NONE | PC | EMPLOYEE DONATION MATCH | $103 | |
| NEBCR INC | ||||||||
| 14 WINIFRED RD | FRAMINGHAM | MA | 01701 | NONE | PC | EMPLOYEE DONATION MATCH | $500 | |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 200164131 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 85014 | NONE | PC | EMPLOYEE DONATION MATCH | $111 | |
| ROSEWOOD ELEMENTARY | ||||||||
| 2370 TYLER STREET | JENISON | MI | 49548 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PC | EMPLOYEE DONATION MATCH | $103 | |
| WORLD WILDLIFE FUND INC | ||||||||
| 1250 TWENTY-FOURTH STREET NW PO BOX | WASHINGTON | DC | 200907180 | NONE | PC | EMPLOYEE DONATION MATCH | $102 | 97180 |
| ARBORETUM FOUNDATION | ||||||||
| 2300 ARBORETUM DR E | SEATTLE | WA | 98112 | NONE | PC | EMPLOYEE DONATION MATCH | $100 | |
| LOWER CAPE OUTREACH COUNCIL INC | ||||||||
| 19 BREWSTER CROSS ROAD | ORLEANS | MA | 02653 | NONE | PC | EMPLOYEE DONATION MATCH | $100 | |
| MSPCA-ANGELL | ||||||||
| 350 SOUTH HUNTINGTON AVENUE | JAMAICA PLAIN | MA | 02130 | NONE | PC | EMPLOYEE DONATION MATCH | $50 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| 13770 NOEL ROAD SUITE 801889 | DALLAS | TX | 75380 | NONE | PC | EMPLOYEE DONATION MATCH | $605 | |
| LEGAL DEFENSE FUND | ||||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | PC | EMPLOYEE DONATION MATCH | $26 | |
| CANINES FOR DISABLED KIDS | ||||||||
| 65 JAMES STREET 210 | WORCESTER | MA | 01603 | NONE | PC | EMPLOYEE DONATION MATCH | $54 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PC | EMPLOYEE DONATION MATCH | $52 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 S ROXBURY DR | LOS ANGELES | CA | 90035 | NONE | PC | EMPLOYEE DONATION MATCH | $56 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,045 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126,979 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $779,980 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $6,239,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,768 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATION/LEARNING PROGRAMS | Desc |
| Related Or Exempt Function Incm | $2,072,178 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,144,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,072,178 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,216,662 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | JBJS PUBLISHES INFORMATION ABOUT THE MUSCULOSKELETAL SYSTEM, INCLUDING RELATED CME ACTIVITIES, LEARNING SYSTEMS, AND LIVE COURSES AND EVENTS TO ASSIST ORTHOPEDISTS WITH CERTIFICATION AND RECERTIFICATION PROCESS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $60,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | $9,880,815 | $9,880,815 |
| MUTUAL FUNDS - EQUITIES | $13,672,341 | $13,672,341 |
| MUTUAL FUNDS - REAL ESTATE | $1,452,752 | $1,452,752 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN ORTHOEVIDENCE, INC. | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $695,142 | BookValueAmt |
| EOYFMV | $695,142 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $38,608 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $38,608 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITALIZED PROGRAM COSTS | $225,391 | $210,604 | $210,604 |
| GOODWILL | $335,250 | $260,750 | $260,750 |
| OFFICE LEASE DEPOSIT | $52,332 | $52,332 | $52,332 |
| RIGHT OF USE ASSSET | $1,081,247 | $763,568 | $763,568 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON CURRENCY ADJUSTMENTS | Desc |
| Amt | $62,156 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ROYALTIES PAID | $46,323 | $0 | $46,323 | $0 |
| OFFICE COSTS AND SUPPLIES | $51,386 | $0 | $1,306 | $50,080 |
| MARKETING | $244,490 | $0 | $100 | $244,390 |
| INSURANCE | $54,048 | $0 | $0 | $54,048 |
| TELEPHONE AND INTERNET | $23,757 | $0 | $0 | $23,757 |
| BANK FEES | $64,602 | $0 | $21,331 | $43,270 |
| INFORMATION TECHNOLOGY | $129,728 | $0 | $1,425 | $128,303 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | $311,942 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTY FROM PUBLISHER | $6,239,293 | $6,239,293 | |
| EDUCATION/LEARNING PROGRAMS | $2,072,178 | $2,072,178 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $1,438,207 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITIES | Desc |
| BOY Book Value | $1,182,525 | BOYBookValueAmt |
| EOY Book Value | $842,600 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $58,496 | $58,496 | $0 | $0 |
| OUTSIDE SERVICES | $411,852 | $100,000 | $14,739 | $297,113 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $90,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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