2013-04-02T15:58:12-05:00 2012-08-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2011-09-01 366000057 AMERICAN BOARD OF ORTHOPAEDIC SURGERY AMER 9199297103 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 SHEPARD HURWITZ MD 9199297103 2013-03-13 1 ROBERT CASEY P00868304 5712279500 2011 2016-02-25 16:41:14Z SHEPARD HURWITZ MD 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 12448261 0 X WWW.ABOS.ORG X 1934 DE THE ORGANIZATION EXISTS 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. 19 19 10 280 0 0 0 0 5873296 6216505 2451681 1503287 187899 132177 8512876 7851969 0 0 0 0 1402230 1573266 0 0 0 4626830 4941447 6029060 6514713 2483816 1337256 24861717 27690104 1536803 2433171 23324914 25256933 THE ORGANIZATION EXISTS 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 SURGERONSEDUCATIONAL REQUIREMENTS, PER REVIEW, A WRITTEN EXAM AND AN ORAL EXAM ARE REQUIRED TO BECOME BOARD CERTIFIED. RECERTIFICATION OF BOARD CERTIFICATIONEVERY 10 YEARS DIPLOMATES MUST MEET ADDITIONAL EDUCATIONAL REQUIREMENTS, PER REVIEW AND AN EXAM TO RECERTIFY. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 0 1 137 0 10 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 0 0 NC X THE ORGANIZATION (ABOS) 9199297103 400 SILVER CEDAR COURT CHAPEL HILL NC 27514 HARRY N HERKOWITZ MD 2.00 X 0 0 0 JEFFREY O ANGLEN MD 2.00 X 1263 0 0 JAMES R KASSER MD 2.00 X 0 0 0 DAVID F MARTIN MD 2.00 X X 1389 0 0 TERRY L THOMPSON MD 2.00 X X 0 0 0 SANFORD E EMERY MD MBA 2.00 X X 1380 0 0 STEPHEN A ALBANESE MD 2.00 X 1989 0 0 ANNUNZIATO AMENDOLA MD 2.00 X 0 0 0 JUDITH F BAUMHAUER MD 2.00 X X 2102 0 0 MICHELLE A JAMES MD 2.00 X X 1526 0 0 REGIS J O'KEEFE MD 2.00 X 0 0 0 JOHN H ERBLAND 2.00 X 0 0 0 J LAWRENCE MARSH MD 2.00 X 2911 0 0 MARYBETH EZAKI MD 2.00 X 1008 0 0 RANDALL E MARCUS MD 2.00 X 4045 0 0 JOHN G SEILER III MD 2.00 X 1313 0 0 JAMES E CARPENTER MD 2.00 X 2556 0 0 SHEPARD R HURWITZ MD 40.00 X 403501 0 89333 JAMES R ROBERSON MD 2.00 X 1332 0 0 THOMAS P VAIL MD 2.00 X 1631 0 0 427946 0 89333 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 6184975 6184975 OTHER 900099 15980 15980 BROCHURES 900099 9570 9570 VERIFICATION LETTERS 900099 5980 5980 6216505 576558 576558 132177 0 132177 132177 132177 5418321 104700 4478412 117880 939909 -13180 926729 926729 7851969 6216505 0 1635464 462872 620813 186409 236497 66675 151700 31867 103033 484779 217938 40982 117485 880861 270257 91530 NBME CONTRACT 1036146 EXAMINERS 324987 SCRIBE SUPPORT 321042 SITE EXPENSE 267214 601626 6514713 2755042 3244872 2112 168 321365 195771 4287478 2293610 1956247 1993868 19714227 22107606 48429 68757 64295 79062 24861717 27690104 763099 1818220 721950 530100 51754 84851 1536803 2433171 X 23324914 25256933 23324914 25256933 24861717 27690104 X 1337256 594763 X 0 1 1 X 0 235412 235412 2408775 1271658 1137117 594073 268568 325505 1049218 753384 295834 1993868 DEPOSITS 16094 DEFERRED COMPENSATION 68757 84851 7851969 6514713 1337256 594763 594763 1932019 13131699 594763 4788000 5382763 7748936 103033 103033 7851969 11199680 4788000 4788000 6411680 103033 103033 6514713 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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 2009 THROUGH 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X 1 1 X X X X 0 0 0 SHEPARD R HURWITZ MD 391501 0 12000 0 0 0 57250 0 32083 0 492834 0 0 0 PART I, LINE 1A AMERICAN BOARD OF ORTHOPAEDIC SURGERY PROVIDED TRAVEL EXPENSE FOR WIVES/HUSBANDS OF THE DIRECTORS: STEPHEN ALBANESE, MD - $2,209 ANNUZIATO AMENDOLA, MD - $2,374 JEFFREY ANGLEN, MD - $1,074 JUDITH BAUMHAUER, MD - $2,771 JAMES E. CARPENTER, MD - $2,459 JOHN ERBLAND, MD - $3,331 HARRY HERKOWITZ, MD - $2,804 MICHELLE JAMES, MD - $750 JAMES KASSER, MD - $1,218 RANDALL E. MARCUS, MD - $3,885 J. L. MARSH, MD - $2,840 DAVID MARTIN, MD - $1,862 PETER M. MURRAY, MD - $3,132 REGIS O'KEEFE, MD - $1,781 TERRANCE PEABODY, MD - $1,114 JAMES ROBERSON, MD - $1,140 THOMAS VAIL, MD - $1,511 THE AMOUNTS WERE TAXABLE TO THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 990 WILL BE EMAILED TO THE FINANCE COMMITTEE FOR REVIEW AND APPROVAL 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 WHEN DR. HURWITZ WAS HIRED AN OUTSIDE EMPLOYMENT AGENCY WAS HIRED TO HELP IN THE PROCESS. HIS CONTRACT SALARY AND BENEFITS REFLECT THIS NEGOTIATION. THE EXECUTIVE COMMITTEE OF THE ABOS DETERMINES THE % OF SALARY ADJUSTMENT EACH YEAR AND BONUS BASED ON A REVIEW THEY CONDUCT. 2012 FYE HURTWITZ RAISE WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 594,763.