2023-10-09T08:36:05-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 237182780 AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE AMER 8472924900 9400 W HIGGINS ROAD SUITE 300 ROSEMONT IL 60018 DR ROBIN WEST TREASURER 8472924900 2023-10-05 1 DR ROBIN WEST 999009999 0 MELISSA STRUCK P01310867 6305738600 2023-10-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DR ROBIN WEST 9400 W HIGGINS ROAD SUITE 300 ROSEMONT IL 60018 14799043 0 X WWW.SPORTSMED.ORG X 1973 IL THE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (THE SOCIETY) IS A NONPROFIT CORPORATION WHICH DEVELOPS AND DISSEMINATES KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE. 11 11 30 300 437496 94363 1804152 1861521 6567587 6865091 759912 572097 103951 123524 9235602 9422233 404500 468462 0 0 3440062 3718659 0 0 39361 4510644 6105621 8355206 10292742 880396 -870509 21900137 19681459 3693571 3915440 18206566 15766019 X THE AMERICAN ORTHOPAEDIC SOCIETY FOR SPORTS MEDICINE (THE SOCIETY) IS A NONPROFIT CORPORATION WHICH DEVELOPS AND DISSEMINATES KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE. THE SOCIETY SUPPORTS AND ENCOURAGES THE DEVELOPMENT AND EDUCATION IN ALLIED PROFESSIONS IN THE PREVENTION, RECOGNITION AND TREATMENT OF SPORTS INJURIES. THE SOCIETY PUBLISHES A SCIENTIFIC JOURNAL AND HOLDS EDUCATIONAL MEETINGS AND WORKSHOPS TO CARRY OUT ITS MISSION. 0 0 2423180 2008522 CONFERENCES AND MEETINGS: ANNUAL AND INTERIM MEETINGS HELD TO DISCUSS CURRENT TOPICS AND ADVANCEMENTS IN THE FIELD OF SPORTS MEDICINE. 1918037 2129125 PUBLICATIONS: THE AMERICAN JOURNAL OF SPORTS MEDICINE AND THE SOCIETY'S NEWSLETTER ARE PUBLISHED TO FOSTER, DEVELOP AND DISSEMINATE KNOWLEDGE IN THE FIELD OF SPORTS MEDICINE. 1724033 468462 2289948 MISCELLANEOUS PROJECTS AND PROGRAMS IN THE FIELD OF SPORTS MEDICINE DESIGNED TO CARRY OUT SOCIETY'S MISSION. 6065250 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 44 0 30 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X GREG DUMMER 8472924900 9400 W HIGGINS ROAD NO 300 ROSEMONT IL 60018 KURT P SPINDLER MD PAST PRESIDENT 1.00 X X 0 0 0 MARK D MILLER MD PRESIDENT 1.00 X X 0 0 0 DEAN C TAYLOR MD PRESIDENT ELECT 1.00 X X 0 0 0 ROBERT T BURKS MD SECRETARY 1.00 X X 0 0 0 ERIC C MCCARTY MD TREASURER 1.00 X X 0 0 0 MICHAEL G CICCOTTI MD PAST PRESIDENT 1.00 X X 0 0 0 KATHERINE J COYNER MD MEMBER AT LARGE 1.00 X 0 0 0 KEITH KENTER MD EX OFFICIO 1.00 X 0 0 0 CHRISTOPHER KAEDING MD VICE PRESIDENT 1.00 X X 0 0 0 ASHEESH BEDI MD MEMBER AT LARGE 1.00 X 0 0 0 MATTHEW PROVENCHER MD MEMBER AT LARGE 1.00 X 0 0 0 CASSANDRA LEE CHAIR, COMMUNICATIONS COUNCIL 1.00 X 0 0 0 BRIAN WOLF CHAIR, EDUCATION COUNCIL 1.00 X 0 0 0 C BENJAMIN MA CHAIR, RESEARCH COUNCIL 1.00 X 0 0 0 GREG DUMMER CAE CEO 40.00 X 412613 0 102216 BRUCE REIDER MD ED OF MED. PUB. 40.00 X 499659 0 83407 JOYCE PASCHALL DIR OF ED AND ENGAGEMENT 40.00 X 158749 0 27706 CHRISTINA TOMASO DIR OF MARKETING & COMM 40.00 X 150054 0 37035 DONNA TILTON SR. EDITORIAL AND PROD MGR 40.00 X 125950 0 24725 KEVIN BOYER DIRECTOR OF RESEARCH AND HEALTH POLICY 40.00 X 124581 0 34318 JAMES JANKOVEC DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 122004 0 33147 1593610 0 342554 11 0 1 0 EDWARD WOJITYS 6235 HELLNER ROAD ANN ARBOR MI 48105 EDITORIAL SERVICES 162500 ASSOCIATION TECHNOLOGIES INC 470 W ROOSEVELT ROAD WEST CHICAGO IL 60185 IT SERVICES 144669 2 1861521 1861521 PUBLISHING INCOME 611430 2566621 2129125 437496 MEMBERSHIP DUES 611430 2289948 2289948 EDUCATIONAL EVENTS 611430 2008522 2008522 6865091 364363 364363 29824 29824 87950 0 87950 87950 87950 5584544 5376810 207734 207734 207734 MISCELLANEOUS 900099 5750 5750 5750 9422233 6427595 437496 695621 350500 350500 44500 44500 73462 73462 1097895 746568 351327 2046612 311109 1735503 111847 111847 247931 36770 211161 214374 50296 164078 34878 1523 33355 173267 7567 165700 71734 71734 82878 415 82463 91598 87994 3604 520393 75847 444546 360810 360810 555694 536052 19642 2277162 2277162 188617 188617 EDITORIAL SUPPORT 521436 521436 LABORATORY SERVICES 167579 167579 DUES, REGISTRATIONS, AN 110078 94020 16058 UNRELATED BUSINESS INCO 29606 29606 919891 652844 227686 39361 10292742 6065250 4188131 39361 5202813 2608212 1320906 1866027 1193246 1217079 1400622 687274 558137 713348 11077095 10042997 1549291 1693593 973813 859879 24836 680324 21900137 19681459 1512049 1255856 2169575 1885339 11947 774245 3693571 3915440 X 14632583 13030484 3573983 2735535 18206566 15766019 21900137 19681459 -870509 -1570038 0 X X 0 1 X 1 0 X 1422795 224788 2347116 1804152 1861521 7660372 6674199 2563252 4841873 6147066 6427595 26653985 8096994 2788040 7188989 7951218 8289116 34314357 1422795 130100 1710618 28550 8300 3300363 103410 103410 1422795 130100 1814028 28550 8300 3403773 30910584 587425 230634 351384 871501 452313 2493257 587425 230634 351384 871501 452313 2493257 418971 84471 161017 116941 93816 875216 18563 5750 24313 9103390 3103145 7701390 8958223 8840995 37707143 0.81980 0.75630 0.06610 0.06760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22000 22000 10270742 10292742 664637 166159 0 0 294865 467018 567760 664637 1994280 2991420 22000 22000 22000 66000 73716 116755 141940 166159 498570 747855 991264 58726 -113934 41243 894813 900548 32739 115090 57113 991264 799815 41825 82408 23500 900548 728397 23500 47918 799815 748929 -25 15993 36500 728397 0.75240 0.24760 1 0 90064 72051 18013 1310558 615223 695335 713348 INVESTMENT IN PARTNERSHIPS 1693593 C 1693593 SECURITY DEPOSITS 11947 RIGHT OF USE LIABILITY - OPERATING LEASE 762298 774245 X 7780461 -1570038 -1570038 9350499 71734 71734 9422233 10221008 0 10221008 71734 71734 10292742 PART V, LINE 4: THE ENDOWMENT CONSISTS OF FOUR INDIVIDUAL FUNDS HELD BY THE ORTHOPAEDIC RESEARCH AND EDUCATION FOUNDATON AND ESTABLISHED FOR EDUCATIONAL PURPOSES, ALL OF WHICH ARE DONOR-RESTRICTED ENDOWMENT FUNDS. PART X, LINE 2: THE SOCIETY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNDER THIS SECTION, UNRELATED BUSINESS INCOME, AS DEFINED, IS SUBJECT TO FEDERAL AND STATE TAXES AT CORPORATE RATES. THE SOCIETY RECOGNIZES THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. THE SOCIETY FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION. 1 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 73462 0 0 0 0 0 0 73462 0 73462 NORTH AMERICA GRANT 16000 CHECK 0 NORTH AMERICA GRANT 57462 CHECK 0 2 0 0 0 0 0 0 PART I, LINE 2: AT SIX MONTH INTERVALS, THE GRANT WINNERS SUBMIT A WRITTEN NARRATIVE PROGRESS REPORT AND A BUDGET REPORT. THESE REPORTS ARE REVIEWED BY THE CHAIR OF THE RESEARCH COMMITTEE TO VERIFY COMPLIANCE. IF THE CHAIR DETERMINES THAT THE GRANT IS IN COMPLIANCE, THE NEXT GRANT INSTALLMENT IS APPROVED BY PAYMENT. AWARDS: THE PRINCIPAL INVESTIGATOR OF ANY AWARD WILL BE EXPECTED TO DELIVER A PRESENTATION AT THE NEXT AOSSM ANNUAL MEETING. PAPERS CANNOT HAVE BEEN PUBLISHED, PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE PRIOR TO THIS SUBMISSION. IF ANY PORTION OF THE DATA FOR THIS SUBMISSION HAS BEEN PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE, THIS APPLICATION MUST INCLUDE AN ABSTRACT OF PREVIOUSLY SHARED DATE WITH MEETING DATE, LOCATION AND ORGANIZATION DISCLOSED. NO PORTION OF THE DATA PRESENTED IN THE PAPER CAN HAVE BEEN PUBLISHED OR ACCEPTED FOR PUBLICATION. ALL WORK MUST BE ORIGINAL IN ORDER TO BE CONSIDERED FOR THE AWARD. PART III ACCOUNTING METHOD: 1 THE UNIVERSITY OF CHICAGO 5841 S MARYLAND AVENUE CHICAGO IL 60637 363488183 501(C)(3) 16000 0 GRANT REGENTS OF THE UNIV OF CALIFORNIA SF 505 PARNASSUS AVENUE SAN FRANCISCO CA 94143 946036493 501(C)(3) 16000 0 GRANT CAMPBELL FOUNDATION 1211 UNION AVE STE 510 MEMPHIS TN 38104 620548038 501(C)(3) 16000 0 GRANT MAYO CLINIC PO BOX 860334 MINNEAPOLIS MN 55486 416011702 501(C)(3) 25000 0 GRANT UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION PO BOX 931113 CLEVELAND OH 44193 616033693 501(C)(3) 25000 0 GRANT UNIV OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVE FARMINGTON CT 06030 521725543 501(C)(3) 12500 0 GRANT VANDERBILT UNIVERSITY 1211 MEDICAL CENTER DRIVE NASHVILLE TN 37232 620476822 501(C)(3) 50000 0 GRANT OREF 9400 W HIGGINS RD STE 215 ROSEMONT IL 60018 366009467 501(C)(3) 90000 0 GRANT UNIVERSITY OF UTAH 30 SOUTH 2000 EAST SKH RM 301 SALT LAKE CITY UT 84112 876000525 501(C)(3) 25000 0 GRANT UNIVERSITY HOSPITALS DRUSINSKY SPORTS MEDICINE INSTITUTE 730 SOM CENTER RD STE 195 MAYFIELD VILLAGE OH 44143 340714775 501(C)(3) 25000 0 GRANT SANFORD HEALTH 900 E 54TH STREET NORTH SIOUX FALLS ND 57104 311527032 501(C)(3) 25000 0 GRANT OSCHSNER CLINIC FOUNDATION PO BOX 54996 NEW ORLEANS LA 70154 720502505 501(C)(3) 25000 0 GRANT 12 AWARDS 14 44500 PART I, LINE 2: AT SIX MONTH INTERVALS, THE GRANT WINNERS SUBMIT A WRITTEN NARRATIVE PROGRESS REPORT AND A BUDGET REPORT. THESE REPORTS ARE REVIEWED BY THE CHAIR OF THE RESEARCH COMMITTEE TO VERIFY COMPLIANCE. IF THE CHAIR DETERMINES THAT THE GRANT IS IN COMPLIANCE, THE NEXT GRANT INSTALLMENT IS APPROVED BY PAYMENT. AWARDS: THE PRINCIPAL INVESTIGATOR OF ANY AWARD WILL BE EXPECTED TO DELIVER A PRESENTATION AT THE NEXT AOSSM ANNUAL MEETING. PAPERS CANNOT HAVE BEEN PUBLISHED, PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE PRIOR TO THIS SUBMISSION. IF ANY PORTION OF THE DATA FOR THIS SUBMISSION HAS BEEN PRESENTED OR ACCEPTED FOR PRESENTATION ELSEWHERE, THIS APPLICATION MUST INCLUDE AN ABSTRACT OF PREVIOUSLY SHARED DATE WITH MEETING DATE, LOCATION AND ORGANIZATION DISCLOSED. NO PORTION OF THE DATA PRESENTED IN THE PAPER CAN HAVE BEEN PUBLISHED OR ACCEPTED FOR PUBLICATION. ALL WORK MUST BE ORIGINAL IN ORDER TO BE CONSIDERED FOR THE AWARD. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 BRUCE REIDER MD ED OF MED. PUB. 499659 0 0 0 0 0 79980 0 3427 0 583066 0 0 0 GREG DUMMER CAE CEO 412613 0 0 0 0 0 54757 0 47459 0 514829 0 0 0 CHRISTINA TOMASO DIR OF MARKETING & COMM 150054 0 0 0 0 0 9003 0 28032 0 187089 0 0 0 JOYCE PASCHALL DIR OF ED AND ENGAGEMENT 158749 0 0 0 0 0 9525 0 18181 0 186455 0 0 0 KEVIN BOYER DIRECTOR OF RESEARCH AND HEALTH POLI 124581 0 0 0 0 0 7475 0 26843 0 158899 0 0 0 JAMES JANKOVEC DIRECTOR OF INFORMATION TECHNOLOGY 122004 0 0 0 0 0 7320 0 25827 0 155151 0 0 0 DONNA TILTON SR. EDITORIAL AND PROD MGR 125950 0 0 0 0 0 7557 0 17168 0 150675 0 0 0 PART I, LINE 1A FIRST CLASS TRAVEL IS PROVIDED TO THE BOARD PRESIDENT AND SPOUSE FOR TRAVEL TO THE ANNUAL CONFERENCE. THE BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION. PART I, LINE 4B THE FOLLOWING INDIVIDUALS RECEIVED AN ALLOCATION FROM A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: BRUCE REIDER: $50,000 AND GREG DUMMER: $30,000 FORM 990, PART VI, SECTION A, LINE 6 ACTIVE MEMBERS ARE U.S. OR CANADIAN CITIZENS WHO ARE ORTHOPAEDIC SURGEONS SPECIALIZING IN SPORTS MEDICINE. ACTIVE MEMBERS ARE ELIGIBLE TO VOTE, AND UNLESS SPECIFIED OTHERWISE, TO HOLD OFFICE IN THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A NOMINATIONS FOR OFFICERS AND OTHER BOARD MEMBERS SHALL BE MADE AT THE ANNUAL MEETING BY THE NOMINATING COMMITTEE. ONLY ACTIVE MEMBERS OF THE SOCIETY IN GOOD STANDING WITH DUES PAID ARE ELIGIBLE TO BE NOMINATED. ELECTION OF OFFICERS AND OTHER BOARD MEMBERS SHALL BE MADE BY THOSE ACTIVE MEMBERS PRESENT AT THE ANNUAL MEETING, WITH A MAJORITY OF THOSE PRESENT AND CAPABLE OF VOTING REQUIRED TO ELECT. IF ONLY ONE CANDIDATE IS NOMINATED FOR EACH OPEN POSITION, ELECTION MAY BE BY GENERAL CONSENT. EACH ACTIVE MEMBER WHO IS PRESENT AT THE ANNUAL MEETING SHALL BE ENTITLED TO ONE VOTE FOR EACH BOARD MEMBER TO BE ELECTED. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S EXTERNAL ACCOUNTANTS AND IS REVIEWED BY MANAGEMENT. THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS BY POSTING THE RETURN TO A WEB PORTAL. THE BOARD OF DIRECTORS DOES NOT FORMALLY APPROVE THE 990, BUT DOES HAVE THE OPPORTUNITY TO REVIEW THE RETURN BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POSSIBLE CONFLICTS OF INTEREST UPON ELECTION TO THE BOARD AND ON A RECURRING BASIS. FORM 990, PART VI, SECTION B, LINE 15 REVIEW OF EXECUTIVE DIRECTOR'S COMPENSATION INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS AND COMPARABILITY DATA. WRITTEN EMPLOYMENT CONTRACT IS REVIEWED BY THE BOARD. THE DELIBERATION AND THE DECISION ARE CONTEMPORANEOUSLY DOCUMENTED. SAME PROCEDURES APPLY TO KEY EMPLOYEES AS TO EXECUTIVE DIRECTOR. OFFICERS ARE VOLUNTEERS AND ARE NOT COMPENSATED. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.