AMERICAN BOARD OF ORTHOPAEDIC SURGERY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN BOARD OF ORTHOPAEDIC SURGERY INC (EIN 36-6000057)
- Tax period
- 2012-09-01 to 2013-08-31
- Filed
- 2014-03-27
- IRS object ID
- 201400869349300610
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-03-27T10:48:31-05:00 | Timestamp |
| Tax Period End Date | 2013-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 N FAIRFAX DRIVE SUITE 1020 | AddressLine1 |
| City | ARLINGTON | City |
| State | VA | State |
| ZIP Code | 22203 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366000057 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN BOARD OF ORTHOPAEDIC SURGERY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 9199297103 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SILVER CEDAR COURT | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEPARD HURWITZ MD | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9199297103 | Phone |
| Date Signed | 2014-03-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN GRIES | Name |
| PTIN | P00078514 | PTIN |
| Phone | 5712279500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SHEPARD HURWITZ MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SILVER CEDAR COURT | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9331614 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.ABOS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1934 | YearFormation |
| State Legal Domicile | DE | StateLegalDomicile |
| Activity Or Mission Description | SERVING THE BEST INTERESTS OF THE PUBLIC AND OF THE MEDICAL PROFESSION BY ESTABLISHING EDUCATIONAL STANDARDS FOR ORTHOPAEDIC RESIDENTS AND BY EVALUATING THE INITIAL AND CONTINUING QUALIFICATIONS AND COMPETENCE OF ORTHOPAEDIC SURGEONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 280 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6216505 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6036935 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1503287 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1296984 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 132177 | OtherRevenuePriorYear |
| Other Revenue Current Year | 194194 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7851969 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7528113 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1573266 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1742204 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4941447 | OtherExpensePriorYear |
| Other Expenses Current Year | 4985017 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6514713 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6727221 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1337256 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 800892 | RevenuesLessExpensesCY |
| Total Assets BOY | 27690104 | TotalAssetsBOY |
| Total Assets EOY | 29122168 | TotalAssetsEOY |
| Total Liabilities BOY | 2433171 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1974534 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25256933 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 27147634 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO SERVE THE BEST INTERESTS OF THE PUBLIC AND OF THE MEDICAL PROFESSION BY ESTABLISHING EDUCATIONAL STANDARDS FOR ORTHOPAEDIC RESIDENTS AND BY EVALUATING THE INITIAL AND CONTINUING QUALIFICATIONS AND COMPETENCE OF ORTHOPAEDIC SURGEONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | INITIAL CERTIFICATION OF ORTHOPAEDIC SURGEONSEDUCATIONAL REQUIREMENTS, PEER REVIEW, A WRITTEN EXAM AND AN ORAL EXAM ARE REQUIRED TO BECOME BOARD CERTIFIED. THERE WERE 592 NEW ORTHOPAEDIC SURGEONS CERTIFIED IN THE FISCAL YEAR ENDED IN 2013. CANDIDATES WHO PASS THE CERTIFICATION REQUIREMENTS BECOME A "DIPLOMATE" OF THE ORGANIZATION FOR 10 YEARS. THE ORGANIZATION HAS A TOTAL 27,390 DIPLOMATES DURING THE MOST RECENTLY COMPLETED FISCAL YEAR. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RECERTIFICATION OF BOARD CERTIFICATIONEVERY 10 YEARS DIPLOMATES MUST MEET ADDITIONAL EDUCATIONAL REQUIREMENTS, PEER REVIEW AND AN EXAM TO RECERTIFY. THERE WERE 1,360 DIPLOMATES TO RECERTIFY IN THE FISCAL YEAR ENDED IN 2013. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 72 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION (ABOS) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9199297103 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 SILVER CEDAR COURT | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| DAVID F MARTIN MD | ||||||
| DIRECTOR | 2.00 | X | 1389 | 0 | 0 | |
| TERRY THOMPSON MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JUDITH BAUMHAUER MD | ||||||
| PRESIDENT | 2.00 | X | 2102 | 0 | 0 | |
| MICHELLE JAMES MD | ||||||
| VICE PRESIDENT | 2.00 | X | 1526 | 0 | 0 | |
| SANFORD EMERY MD MBA | ||||||
| TREASURER | 2.00 | X | 1380 | 0 | 0 | |
| STEPHEN A ALBANESE MD | ||||||
| DIRECTOR | 2.00 | X | 1989 | 0 | 0 | |
| ANNUNZIATO AMENDOLA MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES E CARPENTER MD | ||||||
| DIRECTOR | 2.00 | X | 2556 | 0 | 0 | |
| J LAWRENCE MARSH MD | ||||||
| DIRECTOR | 2.00 | X | 2911 | 0 | 0 | |
| REGIS J O'KEEFE MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES R ROBERSON MD | ||||||
| DIRECTOR | 2.00 | X | 1332 | 0 | 0 | |
| THOMAS P VAIL MD | ||||||
| DIRECTOR | 2.00 | X | 1631 | 0 | 0 | |
| JOHN H ERBLAND | ||||||
| PUBLIC MEMBER DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JEFFREY O ANGLEN MD | ||||||
| SENIOR DIRECTOR | 2.00 | X | 1263 | 0 | 0 | |
| MARYBETH EZAKI MD | ||||||
| SENIOR DIRECTOR | 2.00 | X | 1008 | 0 | 0 | |
| HARRY HERKOWITZ MD | ||||||
| SENIOR DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| JAMES KASSER MD | ||||||
| SENIOR DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DIUGLAS LUNDY MD | ||||||
| DIRECTOR | 2.00 | X | 4045 | 0 | 0 | |
| JOHN G SEILER III MD | ||||||
| SENIOR DIRECTOR | 2.00 | X | 1313 | 0 | 0 | |
| PETER MURRAY MD | ||||||
| DIRECTOR ELECT | 2.00 | X | 0 | 0 | 0 | |
| TERRANCE PEABODY MD | ||||||
| DIRECTOR ELECT | 2.00 | X | 0 | 0 | 0 | |
| CHARELS L SALTZMAN MD | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| SHEPARD HURWITZ MD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 426712 | 0 | 109543 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 451157 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 109543 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NATIONAL BOARD OF MEDICAL EXAMINERS | |||||
| 3750 MARKET STREET | PHILADELPHIA | PA | 19104 | EXAM SERVICES | 1036145 |
| WEB DATA SOLUTIONS | |||||
| 930 YORK RD SUITE 102 | HINSDALE | IL | 60521 | IT SERVICES | 679160 |
| AMERICAN BOARD OF MEDICAL SPECIALTIES | |||||
| 222 N LASALLE ST SUITE 1500 | CHICAGO | IL | 60601 | PROFESSIONAL BOARD | 208649 |
| VEDDER PRICE | |||||
| 222 NORTH LASALLE ST | CHICAGO | IL | 60601 | LEGAL COUNSEL | 146545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EXAMS AND APPLICATION | 900099 | 6011020 | 6011020 |
| OTHER | 900099 | 13930 | 13930 |
| BROCHURES | 900099 | 7960 | 7960 |
| VERIFICATION LETTERS | 900099 | 4025 | 4025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6036935 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 645209 | TotalRevenueColumn |
| Exclusion | $645,209 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 194194 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 194194 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194194 | TotalRevenueColumn |
| Exclusion | $194,194 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2455276 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1803501 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 651775 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 651775 | TotalRevenueColumn |
| Exclusion | $651,775 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7528113 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6036935 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,491,178 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570616 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 621658 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217811 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260446 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71673 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250543 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32912 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117667 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 557731 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 202470 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52869 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44744 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817160 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 307909 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93628 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| NBME CONTRACT | 1024450 |
| SITE EXPENSE | 336706 |
| SCRIBE SUPPORT | 331662 |
| EXAMINERS | 325119 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 489447 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6727221 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3244872 | BOY |
| EOY | 2661855 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 168 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195771 | BOY |
| EOY | 292074 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4476917 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2577569 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1993868 | BOY |
| EOY | 1899348 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22107606 | BOY |
| EOY | 24132030 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68757 | BOY |
| EOY | 91709 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79062 | BOY |
| EOY | 45152 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27690104 | BOY |
| EOY | 29122168 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1818220 | BOY |
| EOY | 1378256 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 530100 | BOY |
| EOY | 488475 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84851 | BOY |
| EOY | 107803 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2433171 | BOY |
| EOY | 1974534 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25256933 | BOY |
| EOY | 27147634 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25256933 | BOY |
| EOY | 27147634 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27690104 | BOY |
| EOY | 29122168 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 800892 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1089809 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 235412 | OtherCostOrOtherBasis |
| Book Value | 235412 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2408775 | OtherCostOrOtherBasis |
| Depreciation | 1358365 | Depreciation |
| Book Value | 1050410 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 623546 | OtherCostOrOtherBasis |
| Depreciation | 394271 | Depreciation |
| Book Value | 229275 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1209184 | OtherCostOrOtherBasis |
| Depreciation | 824933 | Depreciation |
| Book Value | 384251 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1899348 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $16,094 |
| DEFERRED COMPENSATION | $91,709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 107803 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 11303129 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1089809 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 5072000 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 6161809 | RevenueNotRptdF990 |
| Revenue Subtotal | 5141320 | RevenueSubtotal |
| Investment Expenses Not Included | 117667 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 2269126 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 2386793 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7528113 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 11681554 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 5072000 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 5072000 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6609554 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 117667 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 117667 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6727221 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION ADOPTED A POLICY THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE POLICY PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE RECOGNIZED. THE IMPLEMENTATION OF THIS POLICY HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE TAX RETURNS FOR THE FISCAL YEARS ENDED 2010 THROUGH 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET INVESTMENT INCOME 2,269,126. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHEPARD HURWITZ MD | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 394254 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 5000 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 27458 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 58250 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 51293 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 536255 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | MEMBERS OF THE GOVERNING BODY HAVE THE ABILITY TO INCLUDE A SPOUSE TO TRAVEL WITH THEM FOR VARIOUS ORGANIZATION BUSINESS. THESE AMOUNTS ARE DEEMED UP GROSS-UP PAYMENT AND INCLUDED IN THE TAXABLE INCOME OF THE APPROPRIATE INDIVIDUALS. IN ADDITION, THE ORGANIZATION MAY HAVE INSTANCES WHEN FIRST-CLASS TRAVEL IS INCURRENT FOR TRAVEL ON ORGANIZATION BUSINESS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EXECUTIVE COMMITTEE. COMPOSITION: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE FOLLOWING BOARD MEMBERS: THE PRESIDENT AS CHAIR, THE IMMEDIATE PAST-PRESIDENT, PRESIDENT-ELECT, SECRETARY, AND TREASURER. THE EXECUTIVE DIRECTOR SHALL SERVE AS AN EX-OFFICIO MEMBER WITHOUT VOTE. FUNCTION:THE EXECUTIVE COMMITTEE SHALL HAVE AUTHORITY TO CARRY OUT THE BUSINESS AND FUNCTIONS OF THE CORPORATION BETWEEN MEETINGS OF THE BOARD AND SHALL REPORT ANY SUCH ACTIONS TO THE BOARD FOR RATIFICATION. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION CONTRACTS WITH A PUBLIC ACCOUNTING FIRM TO PREPARE THE RETURN BASED ON INFORMATION OBTAINED FROM MANAGEMENT AND DURING THE FINANCIAL AUDIT. ONCE THE DRAFT IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE. IT IS THEN PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT FORMS WITH WRITTEN RESPONSES THAT THE EXECUTIVE DIRECTOR REVIEWS. IF ANY THRESHOLD IS REACHED THE ISSUE IS BROUGHT BEFORE THE ENTIRE BOARD FOR ACTION WHICH MAY INCLUDE ADVERSE ACTION OR REMOVAL FROM BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | WITH THE HIRING OF THE EXECUTIVE DIRECTOR, AN OUTSIDE EMPLOYMENT AGENCY WAS UTILIZED FOR THE PROCESS. THE EXECUTIVE COMMITTEE OF THE ORGANIZATION DETERMINES ANY COMPENSATION AND BONUS ADJUSTMENTS EACH YEAR BASED ON PERFORMANCE AND OTHER BENCHMARKING. THE PROCESS WAS LAST UNDERTAKEN IN 2012. FOR THE OTHER OFFICERS AND KEY EMPLOYEES, THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION LEVEL BASED ON COMPARABILITY DATA AND CURRENT PERFORMANCE. THIS PROCESS WAS ALSO LAST UNDERTAKEN IN 2012. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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