ARTHROSCOPY ASSOCIATION OF NORTH AMERICA INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARTHROSCOPY ASSOCIATION OF NORTH AMERICA INC (EIN 36-3166049)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201533159349303913
- Schema version
- 2014v5.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T16:10:34-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 S MEYERS RD SUITE 500 | AddressLine1Txt |
| City | OAKBROOK TERRACE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 601815209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363166049 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHROSCOPY ASSOCIATION OF NORTH AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 8472922262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 200 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAURA DOWNES | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8472922262 | PhoneNum |
| Signature | 2015-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID R SIEHOFF | PreparerPersonNm |
| PTIN | P00175845 | PTIN |
| Phone | 6302829500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | LAURA DOWNES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 200 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,749,265 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.AANA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1981 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE EDUCATION IN THE FIELD OF ARTHROSCOPY | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 15 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,488,666 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,803,281 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,505,293 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,259,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,399 | PYInvestmentIncomeAmt |
| CY Investment Income | $109,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | $61,600 | PYOtherRevenueAmt |
| CY Other Revenue | -$13,186 | CYOtherRevenueAmt |
| PY Total Revenue | $10,163,958 | PYTotalRevenueAmt |
| CY Total Revenue | $11,159,084 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,867,813 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,075,507 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,638,806 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,532,860 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,415,562 | PYOtherExpensesAmt |
| CY Other Expenses | $5,541,875 | CYOtherExpensesAmt |
| PY Total Expenses | $9,922,181 | PYTotalExpensesAmt |
| CY Total Expenses | $9,150,242 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $241,777 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,008,842 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,916,118 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,842,495 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,487,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,380,970 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,428,249 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,461,525 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROMOTE EDUCATION IN THE FIELD OF ARTHROSCOPY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,114,830 | ExpenseAmt |
| Grant | $1,871,758 | GrantAmt |
| Revenue | $961,717 | RevenueAmt |
| Desc | ANNUAL & INTERIM MTGS-THE ASSOCIATION HOLDS MEETINGS FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS FOR THE PURPOSE OF DISCUSSING CURRENT TOPICS IN ARTHROSCOPIC SURGERY VIA CLINICAL PAPERS,COURSES AND SYMPOSIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,043,942 | ExpenseAmt |
| Grant | $46,749 | GrantAmt |
| Revenue | $845,750 | RevenueAmt |
| Desc | SURGICAL SKILLS COURSES- THE ASSOCIATION PRESENTS COURSES ON ARTHROSCOPIC SURGICAL SKILLS,DIAGNOSIS,TREATMENT AND FOLLOW-UP. GRANTS ARE SUPPORT OF RELATED ORGANIZATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $948,567 | ExpenseAmt |
| Grant | $50,000 | GrantAmt |
| Revenue | $3,451,910 | RevenueAmt |
| Desc | THE ASSOCIATION PRODUCES BROCHURES AND NEWSLETTERS, PRODUCES A VIDEO LIBRARY AND HAS PRODUCED AND PROVIDES EDITORIAL DIRECTION TO A JOURNAL FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS TO INCREASE THE LEVEL OF UNDERSTDNG IN THE FIELD OF ARTHROSCOPY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $131,566 | ExpenseAmt |
| Grant | $107,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE ASSOCIATION'S RESEARCH ACTIVITY FUNDS AND AWARDS OUTSTANDING CLINICAL RESEARCH IN ARTHROSCOPY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $131,566 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $107,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,238,905 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 15 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHROSCOPY ASSOCIATION OF NORTH AM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8472922262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD NO 200 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARK H GETELMAN MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN SHAFFER MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN C RICHMOND MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JW THOMAS BYRD MD | |||||||
| DIRECTOR/PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ROBERT T BURKS MD | |||||||
| DIRECTOR/SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIAN J COLE MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY D FIELD MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NICKOLAS A SGAGLIONE MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS CARTER MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY S ABRAMS MD | |||||||
| DIRECTOR/FIRST VICE PRES | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIE DODDS MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUIS F MCINTYRE MD | |||||||
| DIRECTOR/TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM R BEACH MD | |||||||
| DIRECTOR/CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EDWARD GOSS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $252,549 | $0 | $18,941 | Yes (X) | ||
| SUSAN CARLSON | |||||||
| EDUCATION MANAGER | 40.00 | $110,780 | $0 | $8,308 | Yes (X) | ||
| HOLLY ALBERT | |||||||
| MEETINGS MANAGER | 40.00 | $116,273 | $0 | $8,720 | Yes (X) | ||
| DAVID HOOD | |||||||
| FINANCE DIRECTOR | 40.00 | $113,521 | $0 | $8,514 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $593,123 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,483 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BIOLOGICAL RESOURCE CENTER OF ILLINOIS | |||||
| 9501 W DEVON AVE SUITE 605 | ROSEMONT | IL | 60018 | EVENT AND CONSULTING SERVICES | $469,840 |
| IASC LLC | |||||
| 1219-A GUSDORF ROAD | TAOS | NM | 87571 | JOURNAL EDITOR | $195,802 |
| MCJ CONSULTING | |||||
| 2678 BISHOP DRIVE | SAN RAMON | CA | 94583 | EVENT AND CONSULTING SERVICES | $162,802 |
| PROTECH ASSOCIATES | |||||
| 5457 TWIN KNOLLS ROAD | COLUMBIA | MD | 21045 | SOFTWARE DEVELOPER | $162,144 |
| HEL'S KITCHEN CATERING INC | |||||
| 3027 COMMERCIAL AVENUE | NORTHBROOK | IL | 60062 | EVENT CATERING | $149,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,395,597 | RelatedOrganizationsAmt |
| All Other Contributions | $2,407,684 | AllOtherContributionsAmt |
| Total Contributions | $5,803,281 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SUBSCRIPTION REVENUES | 611600 | $1,941,497 | $1,941,497 |
| MEMBERSHIP DUES | 611600 | $1,484,600 | $1,484,600 |
| OLC COURSES | 611600 | $845,750 | $845,750 |
| ANNUAL MEETING | 611600 | $458,481 | $458,481 |
| FALL & OTHER COURSES | 611600 | $417,621 | $417,621 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $111,428 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,259,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,813 | TotalRevenueColumnAmt |
| Exclusion | $76,813 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,622,980 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,590,181 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $32,799 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,799 | TotalRevenueColumnAmt |
| Exclusion | $32,799 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS | 900099 | $51,250 | $51,250 |
| APPLICATION FEES | 900099 | $6,700 | $6,700 |
| ORTHO PROPERTIES LLC | 900099 | -$71,136 | -$71,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$13,186 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,159,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,259,377 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $96,426 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,941,758 | TotalAmt |
| Program Services | $1,941,758 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,249 | TotalAmt |
| Program Services | $108,249 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,500 | TotalAmt |
| Program Services | $25,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,957 | TotalAmt |
| Program Services | $148,926 | ProgramServicesAmt |
| Management And General | $122,031 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $934,085 | TotalAmt |
| Program Services | $808,334 | ProgramServicesAmt |
| Management And General | $125,751 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,864 | TotalAmt |
| Program Services | $55,696 | ProgramServicesAmt |
| Management And General | $10,168 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,788 | TotalAmt |
| Program Services | $155,364 | ProgramServicesAmt |
| Management And General | $20,424 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,166 | TotalAmt |
| Program Services | $71,262 | ProgramServicesAmt |
| Management And General | $14,904 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,687 | TotalAmt |
| Program Services | $175 | ProgramServicesAmt |
| Management And General | $1,512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,725 | TotalAmt |
| Program Services | $29,725 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,356 | TotalAmt |
| Management And General | $20,356 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,601 | TotalAmt |
| Program Services | $365,295 | ProgramServicesAmt |
| Management And General | $417,306 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,580 | TotalAmt |
| Program Services | $132,580 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,759 | TotalAmt |
| Program Services | $468,077 | ProgramServicesAmt |
| Management And General | $20,682 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $308,130 | TotalAmt |
| Program Services | $304,919 | ProgramServicesAmt |
| Management And General | $3,211 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,408 | TotalAmt |
| Management And General | $116,408 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,102 | TotalAmt |
| Program Services | $407,406 | ProgramServicesAmt |
| Management And General | $3,696 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,916 | TotalAmt |
| Program Services | $208,252 | ProgramServicesAmt |
| Management And General | $7,664 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,116 | TotalAmt |
| Program Services | $170,116 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,178 | TotalAmt |
| Program Services | $37,634 | ProgramServicesAmt |
| Management And General | $12,544 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,513 | TotalAmt |
| Program Services | $54,833 | ProgramServicesAmt |
| Management And General | $14,680 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COURSE EXPENSES | $1,991,547 | $1,991,547 |
| DUES & SUBSCRIPTIONS | $321,642 | $321,642 |
| COMMITTEES | $219,643 | $219,643 |
| PROJECT EXPENSES | $107,732 | $107,732 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,240 | TotalAmt |
| Program Services | $104,240 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,150,242 | TotalAmt |
| Program Services | $8,238,905 | ProgramServicesAmt |
| Management And General | $911,337 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,881 | BOYAmt |
| EOY | $20,442 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,845,003 | BOYAmt |
| EOY | $2,373,899 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,163,288 | BOYAmt |
| EOY | $4,162,474 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,418 | BOYAmt |
| EOY | $21,621 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,791 | BOYAmt |
| EOY | $359,880 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $373,609 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,402 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,918 | BOYAmt |
| EOY | $264,207 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $560,819 | BOYAmt |
| EOY | $639,972 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,916,118 | BOYAmt |
| EOY | $7,842,495 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $868,531 | BOYAmt |
| EOY | $764,359 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $619,338 | BOYAmt |
| EOY | $616,611 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,487,869 | BOYAmt |
| EOY | $1,380,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,249 | BOYAmt |
| EOY | $6,461,525 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,249 | BOYAmt |
| EOY | $6,461,525 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,916,118 | BOYAmt |
| EOY | $7,842,495 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,008,842 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$19,174 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $43,608 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,016,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $920,555 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,147,706 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,488,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,803,282 | CurrentTaxYearAmt |
| Total | $13,376,277 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,499,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,298,258 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,815,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,505,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,259,377 | CurrentTaxYearAmt |
| Total | $27,377,361 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,515,127 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,218,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,963,080 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,993,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,062,659 | CurrentTaxYearAmt |
| Total | $40,753,638 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $786,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $636,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $831,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,717,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,283,623 | CurrentTaxYearAmt |
| Total | $9,254,797 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $786,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $636,496 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $831,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,717,071 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,283,623 | CurrentTaxYearAmt |
| Total | $9,254,797 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $31,498,841 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,813 | CurrentTaxYearAmt |
| Total | $522,121 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,864 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,593 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $129,452 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $108,399 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,813 | CurrentTaxYearAmt |
| Total | $522,121 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $65,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $106,589 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $61,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $57,950 | CurrentTaxYearAmt |
| Total | $366,511 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,690,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,390,931 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,199,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,163,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,197,422 | CurrentTaxYearAmt |
| Total | $41,642,270 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80150 | PublicSupportPY509Pct |
| Investment Income CY | 0.01250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01880 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,341 | OtherCostOrOtherBasisAmt |
| Book Value | $32,341 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $341,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,402 | DepreciationAmt |
| Book Value | $231,866 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $264,207 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - ORTHO PROPERTIES, LLC | Desc |
| Book Value | $639,972 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $639,972 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,793,322 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$19,174 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $998,229 | OtherRevenueAmt |
| Revenue Not Reported | $979,055 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,814,267 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $20,356 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,324,461 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,344,817 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,159,084 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,315,678 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,581,389 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,581,389 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,734,289 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $20,356 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $3,395,597 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,415,953 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,150,242 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE. UNDER THIS SECTION THE ORGANIZATION IS SUBJECT TO TAX ON INCOME WHICH IS UNRELATED TO THEIR EXEMPT PURPOSE. THE ORGANIZATION RECOGNIZES THE FINANCIAL IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION HAS NO ON-GOING FEDERAL OR STATE INCOME TAX AUDITS. THE ORGANIZATION IS NO LONGER SUBJECT TO U S FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS BEFORE THE 2011 TAX YEAR. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVENUE ATTRIBUTED TO OTHER CONSOLIDATED 990 FILER 998,229. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REVENUE ELIMINATED IN CONSOLIDATION 3,395,597. NET RENTAL LOSS INCLUDED IN EXPENSE PER BOOKS -71,136. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES ATTRIBUTED TO OTHER CONSOLIDATED FORM 990 FILER 3,553,861. NET RENTAL LOSS INCLUDED IN EXPENSE PER BOOKS 27,528. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EXPENSES ELIMINATED IN CONSOLIDATION 3,395,597. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| NORTH AMERICA | MEDICAL RESEARCH | $5,500 | MONETARY AWARD |
| NORTH AMERICA | MEDICAL RESEARCH | $20,000 | MONETARY AWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PART III: | FormAndLineReferenceDesc |
| Explanation | DIRECTOR OF MEMBERSHIP SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ISAKOS | |||||||
| 2678 BISHOP DRIVE SUITE 250 | SAN RAMON | CA | 945832338 | 237379132 | 501C(3) | $50,000 | EDUCATIONAL GRANT |
| ORTHOPAEDIC LEARNING CENTER | |||||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | 363999836 | 501C(3) | $1,891,758 | EDUCATIONAL GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| AWARDS FOR RESEARCH | 3 | $7,000 |
| GRANTS FOR CURRENT RESEARCH | 5 | $74,500 |
| SCHOLARSHIPS TO RESIDENTS | 20 | $24,749 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DIRECTOR OF MEMBERSHIP SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD GOSS | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $252,549 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $18,941 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $271,490 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ASSOCIATION CONSISTS OF MEMBERS WHO ELECT A BOARD OF DIRECTORS TO GOVERN THE ASSOCIATION |
| FORM 990, PART VI, SECTION A, LINE 7A | A NOMINATION COMMITTEE IS CHOSEN BY THE MEMBERS. THE NOMINATION COMMITTEE CREATES A SLATE OF CANDIDATES FOR THE VARIOUS POSITIONS OF THE BOARD OF DIRECTORS. THE MEMBERS THEN VOTE ON THOSE POSITIONS FROM THE SLATE ALONG WITH AN OPPORTUNITY TO NOMINATE FROM THE FLOOR. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS MUST APPROVE ANY CHANGE IN THE ASSOCIATION BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS CIRCULATED ELECTRONICALLY IN ADVANCE OF FILING TO THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD OF DIRECTORS MAY MAKE INQUIRIES OF THE ASSOCIATION STAFF ASSIGNED TO ITS PREPARATION OR OF THE INDEPENDENT AUDITORS WHO PREPARED THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THOSE INDIVIDUALS ARE REQUIRED TO MAKE ANNUAL STATEMENTS ON THE AAOS WEBSITE. THE ASSOCIATION USES THIS INFORMATION AND DISTRIBUTES IT TO ALL BOARD MEMBERS IN ADVANCE OF ALL MEETINGS INCLUDING COMMITTEE MEETINGS. AS A FIRST MATTER OF BUSINESS, THE CHAIRMAN OF THE MEETING SOLICITS A VERBAL CONFIRMATION OF THE CONFLICT OF INTEREST INFORMATION CONTAINED IN THE MEETING AGENDA BOOKLET AND REQUIRES THE MEMBERS TO MAKE A VERBAL STATEMENT AS TO ANY CHANGES TO THE PRESENTED INFORMATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | NONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE COMPENSATED THEREFORE, THE PROCESS INCLUDES ONLY THE EXECUTIVE DIRECTOR(CEO) AND ASSOCIATION STAFF. THE PROCESS IS THE SAME FOR THE CEO AND ASSOCIATION STAFF. THE PROCESS IS INTEGRAL WITH THE BUDGET PROCESS, INITIALLY COMPENSATION IS REVIEWED BY THE CEO AND EXECUTIVE VICE PRESIDENT. TO INSURE THAT COMPENSATION IS APPORPRIATE, A COMPARISON TO A SURVEY TAKEN BY THE ASSOCIATION FORUM (A CHICAGO BASED ASSOCIATION OF ASSOCIATIONS), SPECIFICALLY COMPARED TO ASSOCIATIONS OF SIMILAR BUDGET SIZE, MEMBERSHIP COMPOSITION AND GEOGRAPHIC DEMOGRAPHICS. AN ATTEMPT IS MADE TO APPROXIMATE THE MEDIAN SALARY AND MEDIAN BONUS AT EACH POSITION. ANNUAL INCREASES ARE PEGGED TO THE CONSUMER PRICE INDEX. THIS PERCENTAGE IS APPLIED TO THE SURVEY RESULTS TO PROVIDE THE COMPENSATION BUDGETED FOR THE FOLLOWING YEAR. THE SCHEDULE OF PROPOSED COMPENSATION IS SUBMITTED TO THE FINANCE COMMITTEE, THAT REVIEWS THE PROPOSED COMPENSATION ALONG WITH INTERVIEWS OF THE STAFF IF WARRANTED. THE COMMITTEE MAKES ITS RECCOMMEDATION TO THE BOARD OF DIRECTORS AS PART OF THE ADOPTION OF THE BUDGET FOR THE FORTHCOMING YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | NET BOOK-TAX ADJUSTMENT ORTHO PROPERTIES, LLC 43,608. |
| FORM 990, PART XI, LINE 2C | NO CHANGE FROM PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ORTHOPAEDIC LEARNING CENTER | |||||||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | 363999836 | PROVIDE EDUCATIONAL FACILITIES | IL | 501(C)3 | 11C; TYPE III | 0 |
| ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION | |||||||||
| 9400 W HIGGINS ROAD | ROSEMONT | IL | 60018 | 262136165 | ADVANCE THE STUDY AND PRACTICE OF ARTHROSCOPY | IL | 501(C)3 | 11A; TYPE I | 0 |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHO PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320402949 | EIN |
| Primary Activities | REAL ESTATE RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RENTAL-INVESTMENT | PredominantIncomeTypeTxt |
| Share Of Total Income | -$71,136 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $639,973 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.02970 | OwnershipPct |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ORTHOPAEDIC LEARNING CENTER | ||
| K | $260,250 | ACTUAL TRANSACTION AMOUNT |
| ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION | ||
| C | $3,395,597 | ACTUAL TRANSACTION AMOUNT |
| ORTHOPAEDIC LEARNING CENTER | ||
| B | $1,891,758 | ACTUAL TRANSACTION AMOUNT |
| ORTHO-PROPERTIES LLC | ||
| K | $639,972 | ACTUAL TRANSACTION AMOUNT |
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