2014-03-27T10:48:31-05:00 2013-08-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2012-09-01 366000057 AMERICAN BOARD OF ORTHOPAEDIC SURGERY AMER 9199297103 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 SHEPARD HURWITZ MD 9199297103 2014-03-12 1 KAREN GRIES P00078514 5712279500 2012 2015-11-30 17:44:51Z SHEPARD HURWITZ MD 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 9331614 0 X WWW.ABOS.ORG X 1934 DE 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. 19 19 10 280 0 0 0 0 6216505 6036935 1503287 1296984 132177 194194 7851969 7528113 0 0 0 0 1573266 1742204 0 0 0 4941447 4985017 6514713 6727221 1337256 800892 27690104 29122168 2433171 1974534 25256933 27147634 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. 0 0 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. 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. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 10 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 NC X THE ORGANIZATION (ABOS) 9199297103 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 DAVID F MARTIN MD 2.00 X 1389 0 0 TERRY THOMPSON MD 2.00 X 0 0 0 JUDITH BAUMHAUER MD 2.00 X 2102 0 0 MICHELLE JAMES MD 2.00 X 1526 0 0 SANFORD EMERY MD MBA 2.00 X 1380 0 0 STEPHEN A ALBANESE MD 2.00 X 1989 0 0 ANNUNZIATO AMENDOLA MD 2.00 X 0 0 0 JAMES E CARPENTER MD 2.00 X 2556 0 0 J LAWRENCE MARSH MD 2.00 X 2911 0 0 REGIS J O'KEEFE MD 2.00 X 0 0 0 JAMES R ROBERSON MD 2.00 X 1332 0 0 THOMAS P VAIL MD 2.00 X 1631 0 0 JOHN H ERBLAND 2.00 X 0 0 0 JEFFREY O ANGLEN MD 2.00 X 1263 0 0 MARYBETH EZAKI MD 2.00 X 1008 0 0 HARRY HERKOWITZ MD 2.00 X 0 0 0 JAMES KASSER MD 2.00 X 0 0 0 DIUGLAS LUNDY MD 2.00 X 4045 0 0 JOHN G SEILER III MD 2.00 X 1313 0 0 PETER MURRAY MD 2.00 X 0 0 0 TERRANCE PEABODY MD 2.00 X 0 0 0 CHARELS L SALTZMAN MD 2.00 X 0 0 0 SHEPARD HURWITZ MD 40.00 X 426712 0 109543 451157 0 109543 1 0 1 0 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 4 EXAMS AND APPLICATION 900099 6011020 6011020 OTHER 900099 13930 13930 BROCHURES 900099 7960 7960 VERIFICATION LETTERS 900099 4025 4025 6036935 645209 645209 194194 0 194194 194194 194194 2455276 1803501 651775 651775 651775 7528113 6036935 0 1491178 570616 621658 217811 260446 71673 250543 32912 117667 557731 202470 52869 44744 817160 307909 93628 NBME CONTRACT 1024450 SITE EXPENSE 336706 SCRIBE SUPPORT 331662 EXAMINERS 325119 489447 6727221 3244872 2661855 168 0 195771 292074 4476917 2577569 1993868 1899348 22107606 24132030 68757 91709 79062 45152 27690104 29122168 1818220 1378256 530100 488475 84851 107803 2433171 1974534 X 25256933 27147634 25256933 27147634 27690104 29122168 800892 1089809 0 X 0 1 X 1 0 235412 235412 2408775 1358365 1050410 623546 394271 229275 1209184 824933 384251 1899348 DEPOSITS 16094 DEFERRED COMPENSATION 91709 107803 X 11303129 1089809 5072000 6161809 5141320 117667 2269126 2386793 7528113 11681554 5072000 5072000 6609554 117667 117667 6727221 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. X X X 1 1 X X X 0 0 0 SHEPARD HURWITZ MD 394254 0 5000 0 27458 0 58250 0 51293 0 536255 0 0 0 PART I, LINE 1A 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. 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.