JOURNAL OF BONE AND JOINT SURGERY INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JOURNAL OF BONE AND JOINT SURGERY INC (EIN 04-2104359)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-14
- IRS object ID
- 201203199349300725
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-14T07:26:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263753134 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 BOYLSTON STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02116 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104359 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOURNAL OF BONE AND JOINT SURGERY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOUR | NameControl |
| Phone | 7814499780 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAUL SANDFORD | Name |
| Title | CFO | Title |
| Phone | 7814499780 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CRAIG KLEIN | Name |
| PTIN | P00734640 | PTIN |
| Phone | 6177610600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KENT ANDERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10822212 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JBJS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1953 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | PUBLICATION OF MEDICAL JOURNALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 43 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3621973 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 59000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1060 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 9763322 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9912807 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 668492 | InvestmentIncomePriorYear |
| Investment Income Current Year | 604823 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 47464 | OtherRevenuePriorYear |
| Other Revenue Current Year | -20170 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 10538278 | TotalRevenuePriorYear |
| Total Revenue Current Year | 10498520 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 219960 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 88167 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3668179 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4022995 | 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 | 7332534 | OtherExpensePriorYear |
| Other Expenses Current Year | 8060577 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 11220673 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12171739 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -682395 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1673219 | RevenuesLessExpensesCY |
| Total Assets BOY | 27424394 | TotalAssetsBOY |
| Total Assets EOY | 25683065 | TotalAssetsEOY |
| Total Liabilities BOY | 3800584 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5248340 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 23623810 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20434725 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE AND DISSEMINATE WORLDWIDE, THE HIGHEST QUALITY INFORMATION ABOUT THE MUSCULOSKELETAL SYSTEM. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7178495 | Expense |
| Grants | 88167 | Grants |
| Revenue | 5058864 | Revenue |
| Description | PUBLICATION OF ISSUES OF MEDICAL JOURNAL ENTITLED "THE JOURNAL OF BONE AND JOINT SURGERY" AND ONLINE PUBLICATIONS "ESSENTIAL SURGICAL TECHNIQUES" AND "CASE CONNECTOR." | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2684726 | Expense |
| Revenue | 3621973 | Revenue |
| Description | PUBLICATION OF PRINT AND ONLINE ADVERTISING IN "THE JOURNAL OF BONE AND JOINT SURGERY". | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 109149 | Expense |
| Revenue | 934192 | Revenue |
| Description | SALE OF BACK ISSUES, ARCHIVAL DVDS, PROVISION OF CONTINUING MEDICAL EDUCATION SERVICES, AND REPRINTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 297778 | Revenue |
| Description | REPRINTS OF JOURNAL ARTICLES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 297778 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9972370 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| 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 | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 75 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 43 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PAUL SANDFORD CFO | NamePerson |
| Telephone Number | 7814331211 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 PICKERING STREET | AddressLine1 |
| City | NEEDHAM | City |
| State | MA | State |
| ZIP Code | 02492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| CECIL H RORABECK | |||||||
| TRUSTEE | 3.00 | X | 24900 | 0 | 0 | ||
| DAN M SPENGLER | |||||||
| TRUSTEE | 3.00 | X | 25200 | 0 | 0 | ||
| EDWARD N HANLEY JR | |||||||
| CHAIR | 6.00 | X | 48800 | 0 | 0 | X | |
| JAMES BEATY | |||||||
| TRUSTEE | 3.00 | X | 14900 | 0 | 0 | ||
| JAMES H HERNDON | |||||||
| TRUSTEE | 3.00 | X | 18100 | 0 | 0 | ||
| PETER J STERN | |||||||
| SECRETARY | 3.00 | X | 21400 | 0 | 0 | X | |
| RICHARD GELBERMAN | |||||||
| TREASURER | 3.00 | X | 23500 | 0 | 0 | X | |
| STUART L WEINSTEIN | |||||||
| VICE CHAIR | 3.00 | X | 25100 | 0 | 0 | X | |
| KENT ANDERSON | |||||||
| PUBLISHER/CEO | 40.00 | 319550 | 0 | 36454 | X | ||
| MADY TISSENBAUM | |||||||
| ASSOC. PUBLISHER, GENERAL MGR | 40.00 | 200132 | 0 | 71311 | X | ||
| PAUL SANDFORD | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 9750 | 0 | 146 | X | ||
| DENI AUCLAIR | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 177730 | 0 | 16079 | X | ||
| MICHELLE HACHE | |||||||
| DIRECTOR MARKETING | 40.00 | 138993 | 0 | 10243 | X | ||
| JENNIFER BADUA | |||||||
| DIR., BUSINESS DEVELOPMENT | 40.00 | 121675 | 0 | 27847 | X | ||
| AMBER HOWARD | |||||||
| ADVERTISING DIRECTOR | 40.00 | 141685 | 0 | 31509 | X | ||
| TOBY PLEWAK | |||||||
| PRODUCT DEV. DIRECTOR | 40.00 | 107783 | 0 | 22701 | X | ||
| AMY BORDIUK | |||||||
| MANAGING EDITOR | 40.00 | 100327 | 0 | 30574 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1519525 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 246864 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | 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 |
|---|---|---|---|---|---|
| CHILDRENS HOSPITAL DR VERN TOLO | |||||
| 4650 SUNSET BLVD | LOS ANGELES | CA | 90027 | CONTRACT EDITOR | 557930 |
| BINGHAM MCCUTCHEN | |||||
| PO BOX 3486 | BOSTON | MA | 02241 | LEGAL | 324791 |
| NSK & ASSOC | |||||
| 2 LIBERTY SQUARE F7 | BOSTON | MA | 02109 | I/T OUTSOURCING | 140945 |
| ACCOUNTING MANAGEMENT SOLUTIONS INC | |||||
| 800 SOUTH ST STE 195 | WALTHAM | MA | 02453 | ACCOUNTING CONTRACTOR | 135392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 1060 | AllOtherContributions |
| Total Contributions | 1060 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| SUBSCRIPTION | 511120 | 5058864 | 5058864 | |
| ADVERTISING | 511120 | 3621973 | 3621973 | |
| OTHER PROGRAM REVENUE | 900099 | 934192 | 934192 | |
| REPRINTS | 511120 | 297778 | 297778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9912807 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 692931 | TotalRevenueColumn |
| Exclusion | $692,931 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 213242 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 235584 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -22342 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -22342 | TotalRevenueColumn |
| Exclusion | -$22,342 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 88108 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -88108 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -88108 | TotalRevenueColumn |
| Exclusion | -$88,108 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAX BENEFIT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2172 | TotalRevenueColumn |
| Exclusion | $2,172 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2172 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10498520 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6290834 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3621973 | UnrelatedBusinessRevenue |
| Exclusion | $584,653 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88167 | Total |
| Program Services | 88167 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1033051 | Total |
| Program Services | 648298 | ProgramServices |
| Management And General | 384753 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1982258 | Total |
| Program Services | 1795333 | ProgramServices |
| Management And General | 186925 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302248 | Total |
| Program Services | 265546 | ProgramServices |
| Management And General | 36702 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522275 | Total |
| Program Services | 437751 | ProgramServices |
| Management And General | 84524 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183163 | Total |
| Program Services | 170689 | ProgramServices |
| Management And General | 12474 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373605 | Total |
| Management And General | 373605 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93740 | Total |
| Management And General | 93740 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 68891 | Total |
| Management And General | 68891 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522445 | Total |
| Program Services | 174814 | ProgramServices |
| Management And General | 347631 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468404 | Total |
| Program Services | 468404 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100044 | Total |
| Program Services | 78034 | ProgramServices |
| Management And General | 22010 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 515930 | Total |
| Program Services | 452763 | ProgramServices |
| Management And General | 63167 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86875 | Total |
| Program Services | 86875 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278534 | Total |
| Program Services | 278534 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 321001 | Total |
| Program Services | 136669 | ProgramServices |
| Management And General | 184332 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 162601 | Total |
| Program Services | 90678 | ProgramServices |
| Management And General | 71923 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46656 | Total |
| Management And General | 46656 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| DEPUTY & CONTRACT EDITO | 1104418 | 1104418 |
| PRINTING & PUBLICATIONS | 1086309 | 1086309 |
| ADVERTISING COMMISSIONS | 976135 | 976135 |
| POSTAGE & SHIPPING | 792226 | 792226 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1062763 | Total |
| Program Services | 840727 | ProgramServices |
| Management And General | 222036 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12171739 | Total |
| Program Services | 9972370 | ProgramServices |
| Management And General | 2199369 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25457 | BOY |
| EOY | 44813 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1593506 | BOY |
| EOY | 1006211 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 565839 | BOY |
| EOY | 855533 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57606 | BOY |
| EOY | 144811 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7372097 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3051945 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4088254 | BOY |
| EOY | 4320152 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20722127 | BOY |
| EOY | 18878295 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371605 | BOY |
| EOY | 433250 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27424394 | BOY |
| EOY | 25683065 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 946907 | BOY |
| EOY | 1222832 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2219317 | BOY |
| EOY | 2517425 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634360 | BOY |
| EOY | 1508083 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3800584 | BOY |
| EOY | 5248340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23623810 | BOY |
| EOY | 20434725 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23623810 | BOY |
| EOY | 20434725 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27424394 | BOY |
| EOY | 25683065 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1673219 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1515866 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 50000 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50090 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 50000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1060 | CurrentTaxYear |
| Total | 210150 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6748370 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6624666 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6329312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6194137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6290834 | CurrentTaxYear |
| Total | 32187319 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6798370 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6674756 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6379312 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6253137 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6291894 | CurrentTaxYear |
| Total | 32397469 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 32397469 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1015394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 975504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 885011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 920872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 906173 | CurrentTaxYear |
| Total | 4702954 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1015394 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 975504 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 885011 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 920872 | CurrentTaxYearMinus1Year |
| Current Tax Year | 906173 | CurrentTaxYear |
| Total | 4702954 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 586433 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 335982 | CurrentTaxYearMinus3Years |
| Total | 922415 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 2172 | CurrentTaxYear |
| Total | 2172 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8400197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 7986242 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7264323 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7174009 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7200239 | CurrentTaxYear |
| Total | 38025010 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.85200 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.84000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.12370 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.12250 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 591000 | OtherCostOrOtherBasis |
| Book Value | 591000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1819600 | OtherCostOrOtherBasis |
| Depreciation | 1107125 | Depreciation |
| Book Value | 712475 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3325169 | OtherCostOrOtherBasis |
| Depreciation | 847522 | Depreciation |
| Book Value | 2477647 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1003500 | OtherCostOrOtherBasis |
| Depreciation | 867197 | Depreciation |
| Book Value | 136303 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 632828 | OtherCostOrOtherBasis |
| Depreciation | 230101 | Depreciation |
| Book Value | 402727 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4320152 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO BRITISH EDITORIAL SOCIETY | $76,895 |
| DEFERRED COMPENSATION | $167,178 |
| ACCRUED PENSION BENEFIT OBLIGATION | $1,264,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1508083 | TotalOfAmounts |
| Total Revenue | 10498520 | TotalRevenue |
| Total Expenses | 12171739 | TotalExpenses |
| Excess Or Deficit For Year | -1673219 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -534696 | NetUnrealizedGLOnInvestments |
| Other | -$981,170 | OtherAmount |
| Total Adjustments | -1515866 | TotalAdjustments |
| Excess Or Deficit Per FS | -3189085 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 9136625 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -534696 | NetUnrealizedGainsInvestments |
| Other Revenues | 235584 | OtherRevenues |
| Revenue Not Rptd F990 | -299112 | RevenueNotRptdF990 |
| Revenue Subtotal | 9435737 | RevenueSubtotal |
| Other Revenues Not Included | 1062783 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1062783 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 10498520 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12325710 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1216754 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1216754 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11108956 | ExpensesSubtotal |
| Other Expenses Not Included | 1062783 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1062783 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12171739 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | JBJS ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. JBJS HAS IDENTIFIED ITS TAX STATUS AS A TAX-EXEMPT ENTITY AND ITS COMPUTATION OF UNRELATED BUSINESS TAXABLE INCOME ATTRIBUTABLE TO ITS SALE OF ADVERTISING AS ITS SIGNIFICANT TAX POSITIONS. HOWEVER, JBJS HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN UNCERTAINTIES REQUIRING RECOGNITION. JBJS IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | SFAS 158 ADJUSTMENT -981,170. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 235,584. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | ADVERTISING COMMISSIONS 976,135. SUBSCRIPTION COMMISSIONS 35,035. BRITISH JOURNAL SERVICE CHARGE EXPENSE 51,613. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | SFAS 158 ADJUSTMENT 981,170. RENTAL EXPENSES 235,584. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | ADVERTISING COMMISSIONS 976,135. SUBSCRIPTION COMMISSIONS 35,035. BRITISH JOURNAL SERVICE CHARGE EXPENSE 51,613. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (3 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | CIRCULATION RELATED EDITOR AND MARKETING COSTS | 8214 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | CIRCULATION RELATED EDITOR AND MARKETING COSTS | 64788 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | CIRCULATION RELATED EDITOR AND MARKETING COSTS | 99673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 172675 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 172675 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD SUITE 700 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 366009467 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 75000 | AmountOfCashGrant |
| Purpose Of Grant | RESIDENTS' JOURNAL CLUB, TO SUPPORT THE EDUCATION OF ORTHOPAEDIC SURGEONS IN TRAINING. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE JOURNAL OF BONE AND JOINT SURGERY HAS A MATCHING GIFTS POLICY OF UP TO $1,000 PER EMPLOYEE PER YEAR. SUCH GIFTS MUST BE MADE TO TAX-EXEMPT ORGANIZATIONS. THE GIFT MATCH REQUIRES THE RECIPIENT TO FILL OUT A FORM AND ATTEST TO RECEIPT OF THE ORIGINAL GIFT OR GRANT. BOARD REVIEW AND APPROVAL IS REQUIRED FOR LARGER GRANTS. FOR THE RESIDENTS' JOURNAL CLUB GRANT, THE APPLICATION REQUIRES THE GRANTEE TO PRESENT THEIR GOALS, METHOD, AND BUDGET. THE FIRST PAYMENT OF ONE-HALF WILL BE ISSUED UPON APPROVAL OF THE APPLICATION; THE FINAL PAYMENT OF ONE-HALF WILL BE ISSUED WHEN THE REQUIRED FINAL EVALUATION AND FINANCIAL REPORTS ARE RECEIVED FROM OREF. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KENT ANDERSON | |||||||||||||
| 229771 | 0 | 89505 | 0 | 274 | 0 | 15345 | 0 | 21109 | 0 | 356004 | 0 | 0 | 0 |
| MADY TISSENBAUM | |||||||||||||
| 185117 | 0 | 13810 | 0 | 1205 | 0 | 48450 | 0 | 22861 | 0 | 271443 | 0 | 0 | 0 |
| DENI AUCLAIR | |||||||||||||
| 172656 | 0 | 250 | 0 | 4824 | 0 | 5252 | 0 | 10827 | 0 | 193809 | 0 | 0 | 0 |
| AMBER HOWARD | |||||||||||||
| 141149 | 0 | 250 | 0 | 286 | 0 | 9384 | 0 | 22125 | 0 | 173194 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL IS AVAILABLE FOR TRUSTEES AND THE EDITOR IN CHIEF ON DOMESTIC FLIGHTS GREATER THAN TWO HOURS IN DURATION. BUSINESS CLASS MAY BE USED BY TRUSTEES AND THE EDITOR IN CHIEF FOR INTERNATIONAL TRAVEL. AIRFARE GREATER THAN $1,000 AND ALL REQUESTS FOR FIRST CLASS TRAVEL FOR ALL EMPLOYEES MUST BE APPROVED IN ADVANCE. ALL EMPLOYEES RECEIVE GROSS-UP PAYMENTS IN CONNECTION WITH THEIR LONG TERM DISABILITY INSURANCE EMPLOYEE BENEFIT. |
| PART I, LINE 4B | MADY TISSENBAUM AND AMY L. BORDIUK PARTICIPATE IN A SECTION 457(F) NON-QUALIFIED DEFINED BENEFIT PLAN. THE AMOUNTS OF BENEFIT ACCRUED UNDER THE PLAN FOR 2011 WAS $46,802 AND $39,404 RESPECTIVELY. |
| PART I, LINE 7 | THE BOARD OF TRUSTEES APPROVES ALL BONUS AWARDS AT THE END OF EACH YEAR FOR THE CEO, GENERAL MANAGER AND EDITOR. BONUS AWARDS ARE BASED ON CRITERIA RELATED TO ENTERPRISE DEVELOPMENT, PRODUCT OR SERVICE IMPROVEMENTS, QUALITY FACTORS, FINANCIAL PERFORMANCE AND CONTROL, DISTRIBUTION EXPANSION, AND IMPROVING THE ORGANIZATION'S REPUTATION AND BRAND. HOLIDAY BONUSES OF $250 WERE PROVIDED TO ALL EMPLOYEES IN DECEMBER 2011, SUBJECT TO APPROVAL BY THE CEO. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | SIGNIFICANT CHANGES TO THE ORGANIZING DOCUMENTS INCLUDE CHANGES TO THE NUMBER OF AND COMPOSITION OF THE GOVERNING BODY'S MEMBERS. SEE RESPONSE TO FORM 990, PART VI, LINE 6 FOR ADDITIONAL EXPLANATION. | |
| FORM 990, PART VI, SECTION A, LINE 6 | PRIOR TO AMENDMENT OF THE JOURNAL'S ARTICLES AND BY-LAWS IN DECEMBER 2011, THERE WERE EIGHT MEMBERS OF THE JOURNAL. FOUR WERE SELECTED BY THE AMERICAN ORTHOPAEDIC ASSOCIATION AND FOUR WERE SELECTED BY THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. THE MEMBERS CONSTITUTED THE BOARD OF TRUSTEES. THE "MEMBER" DESIGNATION WAS DISCONTINUED UPON ADOPTION OF THE REVISED ARTICLES AND BYLAWS IN 2011. | |
| FORM 990, PART VI, SECTION A, LINE 7A | PRIOR TO AMENDMENT OF THE JOURNAL'S ARTICLES AND BY-LAWS IN DECEMBER 2011, THERE WERE EIGHT MEMBERS OF THE JOURNAL. FOUR WERE SELECTED BY THE AMERICAN ORTHOPAEDIC ASSOCIATION AND FOUR WERE SELECTED BY THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. THE MEMBERS CONSTITUTED THE BOARD OF TRUSTEES. THE "MEMBER" DESIGNATION WAS DISCONTINUED UPON ADOPTION OF THE REVISED ARTICLES AND BYLAWS IN 2011. | |
| FORM 990, PART VI, SECTION A, LINE 7B | PRIOR TO AMENDMENT OF THE JOURNAL'S ARTICLES AND BYLAWS IN DECEMBER 2011, THE JOURNAL'S BYLAWS COULD BE AMENDED OR REPEALED BY A VOTE OF AT LEAST THREE QUARTERS OF THE MEMBERS OF THE CORPORATION. HOWEVER, ANY SUCH AMENDMENT OR REPEAL WAS REQUIRED TO BE APPROVED BY THE EXECUTIVE COMMITTEE OF THE AMERICAN ORTHOPAEDIC ASSOCIATION AND BY THE BOARD OF DIRECTORS OF THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. SUBSEQUENT TO THE AMENDMENT OF THE JOURNALS' ARTICLES AND BYLAWS IN DECEMBER 2011, THE BYLAWS COULD BE AMENDED OR REPEALED, IN WHOLE OR IN PART, BY A VOTE OF AT LEAST A MAJORITY OF THE BOARD OF TRUSTEES THEN IN OFFICE. | |
| FORM 990, PART VI, SECTION B, LINE 11 | OUR FORM 990 WAS FIRST REVIEWED BY MANAGEMENT FOR COMPLETENESS AND ACCURACY. ONCE APPROVED BY MANAGEMENT, THE FORM WAS DISTRIBUTED TO MEMBERS OF THE JOURNAL'S AUDIT COMMITTEE FOR THEIR REVIEW. THE FORM WAS THEN PROVIDED ELECTRONICALLY AND/OR PHYSICALLY TO THE JOURNAL'S GOVERNING BODY PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH OFFICER, TRUSTEE AND KEY EMPLOYEE DISCLOSES ANY POTENTIAL CONFLICTS VERBALLY AND IN WRITING AT THE FIRST MEETING OF THE CALENDAR YEAR. THE AUDIT COMMITTEE REVIEWS THE DISCLOSURES AND DETERMINES IF A CONFLICT EXISTS. EACH OFFICER, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANY NEW POTENTIAL CONFLICTS THAT ARISE DURING THE YEAR, AND THE AUDIT COMMITTEE IS RESPONSIBLE FOR EVALUATING THOSE CONFLICTS. IF A CONFLICT IS FOUND TO EXIST, THE AUDIT COMMITTEE SHALL DETERMINE WHAT, IF ANY, RESTRICTIONS SHALL BE IMPOSED ON THE PERSON WITH THE CONFLICT, UP TO AND POTENTIALLY INCLUDING REMOVAL FROM THE BOARD. RESTRICTIONS COULD INCLUDE PROHIBITING THE CONFLICTED PERSON FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE JOURNAL OF BONE AND JOINT SURGERY, INC. WILL CONSIDER ALL REQUESTS FOR COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS. WHEN FULLFILLED, DOCUMENTS ARE PROVIDED BY MAIL OR E-MAIL, IN DIGITAL OR PAPER FORM AS THE REQUESTER PREFERS. THE ORGANIZATION'S FINANCIAL STATEMENTS AND FORM 990 ARE ALSO AVAILABLE VIA THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. | |
| FORM 990, PART VI, SECTION B, LINE 15 A & B: | THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO AS WELL AS OTHER OFFICERS INVOLVED THE USE OF AN EXTERNAL CONSULTANT TO COMPILE COMPARABILITY DATA AND CONCLUDE ON APPROPRIATE COMPENSATION RANGES. IN ALL CASES, COMPENSATION WAS REVIEWED AND APPROVED BY INDEPENDENT PERSONS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -534,696. SFAS 158 ADJUSTMENT -981,170. TOTAL TO FORM 990, PART XI, LINE 5: -1,515,866. | CHANGES IN NET ASSETS OR FUND BALANCES: |
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