AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA (EIN 36-4241052)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201233189349302118
- 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 | 2012-11-13T14:15:32-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 381357951 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S RIVERSIDE PLAZA 9TH FLOOR | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | 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 | 364241052 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMER | NameControl |
| Phone | 8478237186 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KAREN L HACKETT | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 8478237186 | Phone |
| Date Signed | 2012-11-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LU ANN TRAPP | Name |
| PTIN | P01506476 | PTIN |
| Phone | 3122071040 | Phone |
| Date Prepared | 2012-10-30 | DatePrepared |
| 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 | KAREN L HACKETT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20453475 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.AAOS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1999 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 3405 | TotalNbrVolunteers |
| Total Gross UBI | 623833 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 35096 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 390865 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 414185 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 16918375 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18304821 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 272057 | InvestmentIncomePriorYear |
| Investment Income Current Year | 365827 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 41865 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2072 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17623162 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19086905 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 4645037 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 9469635 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3872985 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3425572 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 141864 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5815270 | OtherExpensePriorYear |
| Other Expenses Current Year | 6798216 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 14333292 | TotalExpensesPriorYear |
| Total Expenses Current Year | 19835287 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3289870 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -748382 | RevenuesLessExpensesCY |
| Total Assets BOY | 18079860 | TotalAssetsBOY |
| Total Assets EOY | 17063524 | TotalAssetsEOY |
| Total Liabilities BOY | 4809990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4783658 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13269870 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12279866 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTH CARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. VOLUNTEERS PROACTIVELY SUPPORT PATIENT ACCESS TO HEALTH CARE BY CONTACTING AND MEETING WITH MEMBERS OF CONGRESS AND OTHER DECISION MAKERS TOGETHER WITH THEIR PATIENTS TO MAKE SURE THEY UNDERSTAND THE ISSUES SURROUNDING MUSCULOSKELETAL HEALTH SO THEY CAN MAKE INFORMED DECISIONS REGARDING HEALTH CARE FUNDING. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | 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 |
| 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 24 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR RICHARD STEWART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8478237186 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 NORTH RIVER ROAD | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 600184262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DANIEL J BERRY MD | |||||||||
| PRESIDENT | 15.00 | X | X | 0 | 119807 | 0 | |||
| JOHN R TONGUE MD | |||||||||
| FIRST VICE-PRESIDENT | 10.00 | X | X | 0 | 79014 | 0 | |||
| JOSHUA J JACOBS MD | |||||||||
| SECOND VICE-PRESIDENT | 10.00 | X | X | 0 | 37714 | 0 | |||
| FREDERICK M AZAR MD | |||||||||
| TREASURER | 5.00 | X | X | 0 | 1532 | 0 | |||
| JOHN J CALLAGHAN MD | |||||||||
| PAST-PRESIDENT | 3.00 | X | X | 0 | 47079 | 0 | |||
| DAVID D TEUSCHER MD | |||||||||
| BOC CHAIR | 2.00 | X | 0 | 1739 | 0 | ||||
| FRED C REDFERN MD | |||||||||
| BOC CHAIR-ELECT | 2.00 | X | 0 | 8053 | 0 | ||||
| WILFORD K GIBSON MD | |||||||||
| BOC SECRETARY | 2.00 | X | 0 | 2455 | 0 | ||||
| JEFFREY O ANGLEN MD | |||||||||
| BOS CHAIR | 2.00 | X | 0 | 9975 | 0 | ||||
| GREGORY A MENCIO MD | |||||||||
| BOS CHAIR-ELECT | 2.00 | X | 0 | 946 | 0 | ||||
| STEVEN D K ROSS MD | |||||||||
| BOS SECRETARY | 2.00 | X | 0 | 764 | 0 | ||||
| KEVIN P BLACK MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 696 | 0 | ||||
| MININDER S KOCHER MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 0 | 0 | ||||
| NAOMI N SHIELDS MD | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 0 | 0 | ||||
| DANIEL W WHITE MD LTC MC | |||||||||
| MEMBER-AT-LARGE | 2.00 | X | 0 | 1556 | 0 | ||||
| WILLIAM J BEST | |||||||||
| LAY MEMBER | 2.00 | X | 0 | 1053 | 0 | ||||
| KAREN L HACKETT | |||||||||
| CHIEF EXECUTIVE OFFICER | 80.00 | X | 0 | 494196 | 51271 | ||||
| RICHARD J STEWART | |||||||||
| CFO | 60.00 | X | 0 | 269460 | 34771 | ||||
| MARK W WIETING | |||||||||
| CHIEF EDUCATION OFFICER | 60.00 | X | 0 | 249974 | 34271 | ||||
| RICHARD N PETERSON JD | |||||||||
| GENERAL COUNSEL | 60.00 | X | 0 | 287494 | 34771 | ||||
| WILLIAM R MARTIN MD | |||||||||
| MEDICAL DIRECTOR | 70.00 | X | 295452 | 0 | 34771 | ||||
| LEWIS W JENKINS | |||||||||
| DIRECTOR, MARKETING | 50.00 | 0 | 156457 | 25799 | X | ||||
| HOWARD MEVIS | |||||||||
| DIRECTOR, DEMCOPM | 50.00 | 0 | 207570 | 30621 | X | ||||
| SANDRA R GORDON | |||||||||
| DIRECTOR, PUBLIC RELATIONS | 50.00 | 0 | 178460 | 27964 | X | ||||
| JAMES A OGLE | |||||||||
| DIRECTOR, INFORMATION SVCS | 50.00 | 0 | 176469 | 27914 | X | ||||
| MARILYN L FOX | |||||||||
| DIRECTOR, PUBLICATIONS | 50.00 | 0 | 211641 | 31259 | X | ||||
| GRAHAM H NEWSON | |||||||||
| ASSOC. DIRECTOR | 50.00 | 176077 | 0 | 27781 | X | ||||
| LYNNE DOWLING | |||||||||
| DIRECTOR, INTERNATIONAL | 50.00 | 0 | 143378 | 24147 | X | ||||
| MARITA POWELL | |||||||||
| DIRECTOR, HUMAN RESOURCES | 50.00 | 0 | 142672 | 24538 | X | ||||
| SUSAN MCSORLEY | |||||||||
| DIRECTOR, CMS | 50.00 | 0 | 142550 | 24476 | X | ||||
| JEFFREY KRAMER | |||||||||
| DIRECTOR, EDUCATION | 50.00 | 0 | 133490 | 23203 | X | ||||
| TINA D SLAGER | |||||||||
| CONTROLLER | 50.00 | 0 | 129636 | 22940 | X | ||||
| JOSEPH D ZUCKERMAN MD | |||||||||
| FORMER PAST-PRESIDENT | 2.00 | 0 | 15141 | 0 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 471529 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3250971 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 480497 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SAIBER LLC | |||||
| 18 COLUMBIA TURNPIKE STE 200 | FLORHAM PARK | NJ | 07932 | LEGAL SERVICES | 495765 |
| VEDDER PRICE | |||||
| 222 NORTH LASALLE STREET | CHICAGO | IL | 60601 | LEGAL SERVICES | 384028 |
| MCGUIRE WOODS | |||||
| 77 WEST WACKER DRIVE STE 4100 | CHICAGO | IL | 60601 | LEGAL SERVICES | 216045 |
| BLANK ROME LLP | |||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | LEGAL SERVICES | 169655 |
| NATIONAL CAPITAL TELESERVICES LLC | |||||
| 300 FIFTH STREET NW | WASHINGTON | DC | 20002 | FUNDRAISING | 150774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| All Other Contributions | 414185 | AllOtherContributions |
| Total Contributions | 414185 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| MEMBERSHIP REVENUE | 541900 | 17510423 | 17510423 | |
| PUBLICATION REVENUE | 541900 | 740878 | 170565 | 570313 |
| OTHER PROGRAM REVENUE | 541900 | 53520 | 53520 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18304821 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177512 | TotalRevenueColumn |
| Exclusion | $177,512 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2072 | TotalRevenueColumn |
| Exclusion | $2,072 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1554885 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1366570 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 188315 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188315 | TotalRevenueColumn |
| Exclusion | $188,315 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19086905 | TotalRevenueColumn |
| Related Or Exempt Function Income | 17680988 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 623833 | UnrelatedBusinessRevenue |
| Exclusion | $367,899 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9469635 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 534081 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2402148 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221814 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63093 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204436 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1199399 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4756 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141864 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39541 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 965487 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67187 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 364625 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70047 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43763 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 528287 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169637 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 570 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42665 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| UNRELATED BUSINESS INCO | 24820 |
| DUES AND SUBSCRIPTIONS | 2110316 |
| PRINTING | 407565 |
| EQUIPMENT RENTAL | 120482 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 639069 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19835287 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11181547 | BOY |
| EOY | 10693085 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 379538 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501410 | BOY |
| EOY | 275000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6017365 | BOY |
| EOY | 6095439 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18079860 | BOY |
| EOY | 17063524 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 317973 | BOY |
| EOY | 194056 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4492017 | BOY |
| EOY | 4589602 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4809990 | BOY |
| EOY | 4783658 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13221927 | BOY |
| EOY | 12151522 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47943 | BOY |
| EOY | 128344 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13269870 | BOY |
| EOY | 12279866 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18079860 | BOY |
| EOY | 17063524 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -748382 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -241622 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 0 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 1 | AgreeToCarryoverPriorYear |
| Dues Assessments | 15139473 | DuesAssessments |
| Non Ded Lobby Political Current | 1786865 | NonDedLobbyPoliticalCurrent |
| Non Ded Lobby Political Carryover | 994754 | NonDedLobbyPoliticalCarryover |
| Non Ded Lobby Political Total | 2781619 | NonDedLobbyPoliticalTotal |
| Aggr Amt Reported In Dues Notices | 4075796 | AggrAmtReportedInDuesNotices |
| Taxable | -$1,294,177 | TaxableAmount |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6017365 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 117615 | InvestmentEarningsOrLosses |
| Administrative Expenses | 39541 | AdministrativeExpenses |
| End Of Year Balance | 6095439 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5412589 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 626459 | InvestmentEarningsOrLosses |
| Administrative Expenses | 21683 | AdministrativeExpenses |
| End Of Year Balance | 6017365 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5044330 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 381598 | InvestmentEarningsOrLosses |
| Administrative Expenses | 13339 | AdministrativeExpenses |
| End Of Year Balance | 5412589 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 5000000 | Contributions |
| Investment Earnings Or Losses | 44330 | InvestmentEarningsOrLosses |
| End Of Year Balance | 5044330 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 19086905 | TotalRevenue |
| Total Expenses | 19835287 | TotalExpenses |
| Excess Or Deficit For Year | -748382 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -241622 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -241622 | TotalAdjustments |
| Excess Or Deficit Per FS | -990004 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 58656015 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -241622 | NetUnrealizedGainsInvestments |
| Other Revenues | 39850273 | OtherRevenues |
| Revenue Not Rptd F990 | 39608651 | RevenueNotRptdF990 |
| Revenue Subtotal | 19047364 | RevenueSubtotal |
| Investment Expenses Not Included | 39541 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 39541 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19086905 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 56402875 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 45857129 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 45857129 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10545746 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 39541 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 9250000 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 9289541 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 19835287 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE PURPOSE OF THE ENDOWMENT FUND IS TO PROVIDE FUNDING FOR THE COUNCIL ON ADVOCACY AND THE COMMUNICATIONS CABINET AS WELL AS LITIGATION EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ACADEMY AND ASSOCIATION'S APPLICATION OF GAAPUSA REGARDING UNCERTAIN TAX POSITIONS HAD NO EFFECT ON ITS FINANCIAL POSITION AS MANAGEMENT BELIEVES THE ACADEMY AND ASSOCIATION HAS NO MATERIAL UNRECOGNIZED INCOME TAX BENEFITS, INCLUDING ANY POTENTIAL RISK OF LOSS OF ITS NOT-FOR-PROFIT TAX STATUS. THE ACADEMY AND ASSOCIATION WOULD ACCOUNT FOR ANY POTENTIAL INTEREST OR PENALTIES RELATED TO POSSIBLE FUTURE LIABILITIES FOR UNRECOGNIZED INCOME TAX BENEFITS AS INCOME TAX EXPENSE. THE ACADEMY IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR PERIODS BEFORE 2008. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVENUE OF AFFILIATES 39,850,273. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF AFFILIATES 45,857,129. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION TO AFFILIATED ORGANIZATION 9,250,000. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL CAPITAL TELESERVICES LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 5TH STREET NORTHEAST | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200025806 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING VIA MAIL SOLICITATIONS & TELEMARKETING | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 1392477 | GrossReceipts |
| Amount Retained By Contractor | 141864 | AmountRetainedByContractor |
| Net To Organization | 1250613 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1392477 | TotalGrossReceipts |
| Total Retained By Contractors | 141864 | TotalRetainedByContractors |
| Total Net To Organization | 1250613 | TotalNetToOrganization |
| Licensed States | AL | LicensedStates |
| Licensed States | AK | LicensedStates |
| Licensed States | AZ | LicensedStates |
| Licensed States | AR | LicensedStates |
| Licensed States | CA | LicensedStates |
| Licensed States | CO | LicensedStates |
| Licensed States | CT | LicensedStates |
| Licensed States | DE | LicensedStates |
| Licensed States | FL | LicensedStates |
| Licensed States | GA | LicensedStates |
| Licensed States | HI | LicensedStates |
| Licensed States | ID | LicensedStates |
| Licensed States | IL | LicensedStates |
| Licensed States | IN | LicensedStates |
| Licensed States | IA | LicensedStates |
| Licensed States | KS | LicensedStates |
| Licensed States | KY | LicensedStates |
| Licensed States | LA | LicensedStates |
| Licensed States | ME | LicensedStates |
| Licensed States | MD | LicensedStates |
| Licensed States | MA | LicensedStates |
| Licensed States | MI | LicensedStates |
| Licensed States | MN | LicensedStates |
| Licensed States | MS | LicensedStates |
| Licensed States | MO | LicensedStates |
| Licensed States | MT | LicensedStates |
| Licensed States | NE | LicensedStates |
| Licensed States | NV | LicensedStates |
| Licensed States | NH | LicensedStates |
| Licensed States | NJ | LicensedStates |
| Licensed States | NM | LicensedStates |
| Licensed States | NY | LicensedStates |
| Licensed States | NC | LicensedStates |
| Licensed States | ND | LicensedStates |
| Licensed States | OH | LicensedStates |
| Licensed States | OK | LicensedStates |
| Licensed States | OR | LicensedStates |
| Licensed States | PA | LicensedStates |
| Licensed States | RI | LicensedStates |
| Licensed States | SC | LicensedStates |
| Licensed States | SD | LicensedStates |
| Licensed States | TN | LicensedStates |
| Licensed States | TX | LicensedStates |
| Licensed States | UT | LicensedStates |
| Licensed States | VT | LicensedStates |
| Licensed States | VA | LicensedStates |
| Licensed States | WA | LicensedStates |
| Licensed States | WV | LicensedStates |
| Licensed States | WI | LicensedStates |
| Licensed States | WY | LicensedStates |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF FUNDRAISING PAYMENTS | Identifier |
| Return Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | ReturnReference |
| Explanation | THE ORGANIZATION HAS AN AGREEMENT WITH A FUNDRAISING ORGANIZATION WHICH INCLUDES SOLICITING CONTRIBUTIONS ON BEHALF OF A RELATED POLITICAL ACTION COMMITTEE. THESE CONTRIBUTIONS ARE SENT DIRECTLY TO THE POLITICAL ACTION COMMITTEE. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| OREGON ASSOCIATION OF ORTHO INC | ||||||||
| 833 SW 11TH AVENUE STE 315 | PORTLAND | OR | 97205 | 943130225 | 501(C)(6) | 10000 | STATE SOCIETY ASSISTANCE | |
| CALIFORNIA ORTHOPAEDIC ASSOCIATION | ||||||||
| 5380 ELVAS AVENUE STE 221 | SACRAMENTO | CA | 95819 | 953141127 | 501(C)(6) | 20000 | STATE SOCIETY ASSISTANCE | |
| PENNSYLVANIA ORTHOPAEDIC SOCIETY | ||||||||
| 500 NORTH THIRD STREET 11TH FL | HARRISBURG | PA | 17101 | 232184602 | 501(C)(6) | 7500 | STATE SOCIETY ASSISTANCE | |
| MINNESOTA ORTHOPAEDIC SOCIETY | ||||||||
| 1821 UNIVERSITY AVENUE WEST STE | ST PAUL | MN | 55104 | 237389067 | 501(C)(6) | 6100 | STATE SOCIETY ASSISTANCE | S256 |
| MARYLAND ORTHOPAEDIC ASSOCIATION | ||||||||
| 110 WEST ROAD STE 227 | TOWSON | MD | 21204 | 521979179 | 501(C)(6) | 45000 | STATE SOCIETY ASSISTANCE | |
| MICHIGAN ORTHOPAEDIC SOCIETY | ||||||||
| PO BOX 475 | NORTHVILLE | MI | 48167 | 383237300 | 501(C)(6) | 13025 | STATE SOCIETY ASSISTANCE | |
| SOUTH CAROLINA ORTHOPAEDIC ASSOCIATION | ||||||||
| 146 TURNBUCKLE COURT | CLEMMON | NC | 27012 | 570743252 | 501(C)(6) | 75000 | STATE SOCIETY ASSISTANCE | |
| ORTHOPAEDIC RESEARCH SOCIETY | ||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 363180285 | 501(C)(3) | 11000 | GENERAL SUPPORT | |
| ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATION | ||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 366009467 | 501(C)(3) | 10000 | GENERAL SUPPORT | |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | ||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 362110592 | 501(C)(3) | 9250000 | GENERAL SUPPORT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 7 | 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 ORGANIZATION MAKES CONTRIBUTIONS TO OTHER ENTITIES WITH SIMILAR ORTHOPAEDIC RELATED MISSIONS FOR THE GENERAL SUPPORT OF THESE ORGANIZATIONS. IF THE FUNDS ARE TO BE USED FOR THE GENERAL SUPPORT OF THEIR MISSION, WE DO NOT REQUIRE THESE ORGANIZATIONS TO SUBSTANTIATE THEIR EXPENDITURES RELATED TO THESE CONTRIBUTIONS. FOR SOME PROJECTS, HOWEVER A FINAL REPORT IS REQUIRED TO SUBSTANTIATE THE EXPENDITURES. | Explanation |
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 |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN L HACKETT | |||||||||||||
| 0 | 412340 | 0 | 80000 | 0 | 1856 | 0 | 41000 | 0 | 10271 | 0 | 545467 | 0 | 0 |
| RICHARD J STEWART | |||||||||||||
| 0 | 249284 | 0 | 15000 | 0 | 5176 | 0 | 24500 | 0 | 10271 | 0 | 304231 | 0 | 0 |
| MARK W WIETING | |||||||||||||
| 0 | 237859 | 0 | 7500 | 0 | 4615 | 0 | 24000 | 0 | 10271 | 0 | 284245 | 0 | 0 |
| RICHARD N PETERSON JD | |||||||||||||
| 0 | 274745 | 0 | 7500 | 0 | 5249 | 0 | 24500 | 0 | 10271 | 0 | 322265 | 0 | 0 |
| WILLIAM R MARTIN MD | |||||||||||||
| 282406 | 0 | 7500 | 0 | 5546 | 0 | 24500 | 0 | 10271 | 0 | 330223 | 0 | 0 | 0 |
| LEWIS W JENKINS | |||||||||||||
| 0 | 152971 | 0 | 500 | 0 | 2986 | 0 | 15528 | 0 | 10271 | 0 | 182256 | 0 | 0 |
| HOWARD MEVIS | |||||||||||||
| 0 | 201157 | 0 | 2500 | 0 | 3913 | 0 | 20350 | 0 | 10271 | 0 | 238191 | 0 | 0 |
| SANDRA R GORDON | |||||||||||||
| 0 | 177460 | 0 | 0 | 0 | 1000 | 0 | 17693 | 0 | 10271 | 0 | 206424 | 0 | 0 |
| JAMES A OGLE | |||||||||||||
| 0 | 176469 | 0 | 0 | 0 | 0 | 0 | 17643 | 0 | 10271 | 0 | 204383 | 0 | 0 |
| MARILYN L FOX | |||||||||||||
| 0 | 211641 | 0 | 0 | 0 | 0 | 0 | 20988 | 0 | 10271 | 0 | 242900 | 0 | 0 |
| GRAHAM H NEWSON | |||||||||||||
| 173577 | 0 | 2500 | 0 | 0 | 0 | 17510 | 0 | 10271 | 0 | 203858 | 0 | 0 | 0 |
| LYNNE DOWLING | |||||||||||||
| 0 | 138210 | 0 | 2500 | 0 | 2668 | 0 | 13876 | 0 | 10271 | 0 | 167525 | 0 | 0 |
| MARITA POWELL | |||||||||||||
| 0 | 142672 | 0 | 0 | 0 | 0 | 0 | 14267 | 0 | 10271 | 0 | 167210 | 0 | 0 |
| SUSAN MCSORLEY | |||||||||||||
| 0 | 139818 | 0 | 0 | 0 | 2732 | 0 | 14205 | 0 | 10271 | 0 | 167026 | 0 | 0 |
| JEFFREY KRAMER | |||||||||||||
| 0 | 129003 | 0 | 1000 | 0 | 3487 | 0 | 12932 | 0 | 10271 | 0 | 156693 | 0 | 0 |
| TINA D SLAGER | |||||||||||||
| 0 | 124700 | 0 | 2500 | 0 | 2436 | 0 | 12669 | 0 | 10271 | 0 | 152576 | 0 | 0 |
| JOSEPH D ZUCKERMAN MD | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 15141 | 0 | 0 | 0 | 0 | 0 | 15141 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 1A | AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE PRESIDENTIAL LINE FOR ALL AAOS ACTIVITIES HOWEVER NO PERSON RECEIVED THIS BENEFIT IN 2011. AIRFARE ONE CLASS UP FROM COACH IS AVAILABLE TO THE BOARD OF DIRECTORS FOR ALL BOARD-RELATED ACTIVITIES AND TEN PEOPLE RECEIVED THIS BENEFIT. TRAVEL FOR COMPANIONS IS AVAILABLE TO THE BOARD OF DIRECTORS AND EXECUTIVE TEAM MEMBERS (CEO, CFO, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL) AND THE AMOUNT OF COMPANION TRAVEL WAS TREATED AS TAXABLE COMPENSATION TO ALL WHO RECEIVED THIS BENEFIT. (19 PEOPLE). THE BOARD OF DIRECTORS RECEIVES GROSS-UP PAYMENTS FOR THIS COMPENSATION AND THAT IS ALSO TREATED AS TAXABLE COMPENSATION (17 PEOPLE). | |
| PART I, LINE 4B | KAREN L. HACKETT, CHIEF EXECUTIVE OFFICER, ACCRUED A 457F SUPPLEMENTAL RETEIREMENT PAYMENT OF $16,500, FROM THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS, A RELATED ORGANIZATION. THIS AMOUNT IS INCLUDED ON SCHEDULE J, PART II, DEFERRED COMPENSATION. | |
| PART III | SCHEDULE J, PART 1, QUESTION 3 - COMPENSATION REVIEW PROCEDURES: COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AS A MEMBERSHIP ASSOCIATION, THE ORGANIZATION CURRENTLY HAS 36,000 MEMBERS. ALL FELLOWS AND MEMBERS OF THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS (ASSOCIATION), SHALL ALSO BE CONSIDERED FELLOWS AND MEMBERS OF THE SAME CLASSIFICATION OF THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS (ACADEMY), A RELATED ORGANIZATION. THERE ARE TWO CATEGORIES OF MEMBERSHIP IN THE ACADEMY AND THE ASSOCIATION: FELLOWS AND MEMBERS. ONLY FELLOWS SHALL HAVE THE RIGHT TO VOTE AND HOLD OFFICE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | ELECTIONS OF THE OFFICERS AND THE AT-LARGE MEMBERS OF THE ASSOCIATION AND ACADEMY BOARD OF DIRECTORS SHALL BE DETERMINED BY THE ADOPTION OF THE REPORT OF THE NOMINATING COMMITTEE OR BY THE VOICE, WRITTEN, OR ELECTRONIC BALLOT OF THOSE FELLOWS PRESENT AT THE BUSINESS MEETING OF THE ANNUAL MEETING. EACH FELLOW WHO IS PRESENT AT THE BUSINESS MEETING OF THE ANNUAL MEETING SHALL BE ENTITLED TO ONE (1) VOTE FOR EACH OFFICER OF THE ASSOCIATION AND ACADEMY, MEMBER OF THE BOARD OF DIRECTORS, MEMBER OF THE MEMBERSHIP COMMITTEE, AND NOMINEES TO THE AMERICAN BOARD OF ORTHOPAEDIC SURGERY TO BE ELECTED. THOSE INDIVIDUALS RECEIVING THE GREATEST NUMBER OF VOTES SHALL BE CONSIDERED ELECTED, EVEN IF THEY DO NOT RECEIVE A MAJORITY OF THE VOTES CAST. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD RETAINS THE SERVICES OF AN INDEPENDENT CPA FIRM TO PREPARE THE ORGANIZATION'S FORM 990. MANAGEMENT REVIEWS THE COMPLETED FORM 990 AND PROVIDES A FULL COPY TO ALL VOTING MEMBERS OF THE GOVERNING BODY VIA A SECURE SECTION OF ITS WEBSITE PRIOR TO FILING. A CONFERENCE CALL IS SCHEDULED FOR THE CPA FIRM AND ORGANIZATION MANAGEMENT TO DISCUSS FORM 990 WITH THE FINANCE COMMITTEE AND TO ANSWER ANY QUESTIONS PRIOR TO FILING THE FORM 990 WITH THE IRS. THE FINANCE COMMITTEE HAS BEEN DELEGATED THE AUTHORITY TO REVIEW AND APPROVE THE FORM 990 BY THE VOTING MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, KEY VOLUNTEERS, AND KEY STAFF ARE NOTIFIED IN WRITING TWICE A YEAR TO UPDATE THEIR WRITTEN DISCLOSURES. THE DISCLOSURE DATABASE IS MAINTAINED ELECTRONICALLY AND ANYONE WHO HAS NOT UPDATED THEIR RECORD IS NOTIFIED UNTIL THEY HAVE DONE SO. ADDITIONALLY, BEFORE EVERY BOARD AND COMMITTEE MEETING PARTICIPANTS ARE ASKED IF THEY HAVE ANYTHING NEW TO DISCLOSE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR DESIGNATED POSITIONS. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL. THIS PROCESS INCLUDES THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF EDUCATION OFFICER, MEDICAL DIRECTOR, AND GENERAL COUNSEL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE WHICH IS OPEN TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH APPLICABLE GOVERNMENTAL AGENCIES. | |
| FORM 990 - PART VII - SECTION A - COMPENSATION DISCLOSURES | COMPENSATION FOR WILLIAM R. MARTIN, MD AND GRAHAM H. NEWSON HAS BEEN PAID BY A COMMON PAYMASTER AND RELATED ORGANIZATION, AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS EIN# 36-2110592. SINCE ALL SERVICES PERFORMED BY THESE INDIVIDUALS WERE FOR THE AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS, THE COMPENSATION HAS BEEN REPORTED IN COLUMN D AS IF PAID BY THE ORGANIZATION. AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS HAS COMPLIED WITH PAYROLL FILING REQUIREMENTS. | |
| FORM 990 - PART VII - SECTION A - COMPENSATION DISCLOSURES | THE COMPENSATION FROM A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS (ACADEMY) REPORTED IN PART VII IS THE COMPENSATION PAID BY THE ACADEMY FOR A FULL-TIME POSITION HOWEVER A PORTION OF THESE INDIVIDUAL'S TIME IS DEVOTED TO THE FILING ORGANIZATION, AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS AND IS REIMBURSED BY THE FILING ORGANIZATION BASED ON TIME ALLOCATIONS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -241,622. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | |||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 362110592 | SERVE THE PROFESSION OF ORTHOPAEDIC SURGERY | IL | 501(C)(3) | LINE 9 | 1 |
| POLITICAL ACTION COMMITTEE OF AAOS | |||||||||
| 317 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | 262177172 | POLITICAL CAMPAIGN ACTIVITIES | DC | 527 | 1 | |
| CENTER FOR ORTHOPAEDIC ADVANCEMENT NFP (COA) | |||||||||
| 6300 NORTH RIVER ROAD | ROSEMONT | IL | 60018 | 263164922 | SUPPORT EDUCATIONAL ACTIVITIES OF AMER. ACADEMY ORTHOPAEDIC SURGEONS | IL | 501(C)(3) | LINE 11A, I | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | ||
| B | 9250000 | COST |
| AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS | ||
| O | 2725071 | COST |
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