2023-09-11T16:20:49-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 2021 SPRING ROAD SUITE 200 OAK BROOK IL 60523 990 2022-01-01 136118458 AMERICAN ORTHOPAEDIC ASSOCIATION AMER 8473187330 9400 W HIGGINS ROAD 205 ROSEMONT IL 60018 ALEXANDER GHANAYEM FIRST PRESIDENT-ELECT 8473187330 2023-09-07 1 ALEXANDER GHANAYEM 999009999 1 JAMES R THOMAS P00095586 6305738600 2023-09-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANN E VAN HEEST 9400 W HIGGINS ROAD 205 ROSEMONT IL 60018 5784036 0 X WWW.AOASSN.ORG X 1937 IL ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE. 10 10 27 200 0 0 2267229 3249831 1110720 1542931 442746 660042 0 0 3820695 5452804 0 0 0 0 2065774 2220336 0 0 34765 1186129 2019101 3251903 4239437 568792 1213367 17071447 15679437 1147033 1452943 15924414 14226494 X ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE. 0 0 606105 431762 ANNUAL MEETING - MEMBERS ATTEND VARIOUS SCIENTIFIC PRESENTATIONS AND DISCUSSIONS OF CURRENT ISSUES. ADDITIONALLY, INDUSTRY GRANTS OF $74,000 AND INDIVIDUAL CONTRIBUTIONS OF $22,990 WERE RECEIVED TO SUPPORT ORTHOPAEDIC CRITICAL ISSUES ADDRESSED AT THIS PROGRAM. 514506 245006 OWN THE BONE IS A WEB-BASED QUALITY IMPROVEMENT PROGRAM DESIGNED TO IMPROVE THE DIAGNOSIS AND MANAGEMENT OF PATIENTS' BONE HEALTH AFTER SUFFERING FRAGILITY FRACTURES. ADDITIONALLY, INDUSTRY GRANTS OF $238,000 AND INDIVIDUAL CONTRIBUTIONS OF $17,591 WERE RECEIVED TO SUPPORT THIS PROGRAM. 482243 201231 THE AOA OFFERS LEADERSHIP DEVELOPMENT OFFERINGS TO ORTHOPAEDIC SURGEONS INCLUDING APEX, AN EXTENDED, MULTI-MONTH LEADERSHIP DEVELOPMENT PROGRAM PROVIDED IN COLLABORATION WITH USC BUSINESS SCHOOL THROUGH VIRTUAL AND IN-PERSON PROGRAMMING. ADDITIONALLY, INDUSTRY GRANTS OF $5,000 AND INDIVIDUAL CONTRIBUTIONS OF $131,316 WERE RECEIVED TO SUPPORT THESE PROGRAMS. 331628 333791 ACADEMICS IS COMPRISED OF THE CORD/ACADEMICS COMMITTEE AND THE COUNCIL ON ORTHOPAEDIC RESIDENCY DIRECTORS, AND EXPENSES ASSOCIATED TO THIS AREA RELATED TO COMMITTEE MEETINGS AND EDUCATION ACTIVITIES. ADDITIONALLY, INDUSTRY GRANTS OF $10,500 AND INDIVIDUAL CONTRIBUTIONS OF $119,064 WERE RECEIVED TO SUPPORT THESE PROGRAMS. 131340 136000 RESIDENT LEADERSHIP ACTIVITIES - INDUSTRY SPONSORSHIPS OF $32,500 AND INDIVIDUAL CONTRIBUTIONS OF $68,036 WERE RECEIVED TO SUPPORT THE RESIDENT LEADERSHIP FORUM. 119843 16408 TRAVELING FELLOWSHIPS RECOGNIZES YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFYING AND PROMOTING THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY. INDIVIDUAL CONTRIBUTIONS OF $260,101 WERE RECEIVED TO SUPPORT THIS PROGRAM. 117382 132143 EMERGING LEADERS PROGRAM RECOGNIZES YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFIES, DEVELOPS AND PROMOTES THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY AND SUPPORTS EDUCATIONAL GROWTH AND EXCHANGE OF INFORMATION. INDUSTRY GRANTS OF $7,500 AND INDIVIDUAL CONTRIBUTIONS OF $168,053 WERE RECEIVED TO SUPPORT THIS PROGRAM. 972432 46590 OTHER PROGRAMS - INDUSTRY GRANTS OF $75,000 AND INDIVIDUAL CONTRIBUTIONS OF $306,374 WERE RECEIVED TO SUPPORT THESE PROGRAMS. 1672625 664932 3275479 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 X 14 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X KRISTIN OLDS GLAVIN 8473187330 9400 W HIGGINS RD STE 205 ROSEMONT IL 60018 WAYNE J SEBASTIANELLI MD FAOA PRESIDENT 2.00 X X 0 0 0 ANN E VAN HEEST MD FAOA FIRST PRESIDENT-ELECT 2.00 X X 0 0 0 ALEXANDER GHANAYEM MD FAOA SECOND PRESIDENT-ELECT 2.00 X X 0 0 0 REX C HAYDON MD PHD FAOA SECRETARY 2.00 X X 0 0 0 KYLE J JERAY MD FAOA TREASURER 2.00 X X 0 0 0 APRIL ARMSTRONG MD FAOA TREASURER-ELECT 2.00 X 0 0 0 SERENA S HU MD FAOA FIRST PAST PRESIDENT 2.00 X X 0 0 0 THEODORE W PARSONS III MD FACS F SECOND PAST PRESIDENT 2.00 X X 0 0 0 JOSHUA C PATT MD MPH FAOA DELEGATE-AT-LARGE 2.00 X 0 0 0 CHRISTOPHER J DY DELEGATE-AT-LARGE 2.00 X 0 0 0 AARON BRANDT MD EMERGING LEADER DELEGATE 2.00 X 0 0 0 MICHAEL A SIMON MD FAOA HISTORIAN 2.00 X 0 0 0 TESSA BALACH MD FAOA CORD/ACADEMICS CHAIR 2.00 X 0 0 0 KEITH KENTER MD FAOA CRITICAL ISSUES/ED PROG CHAIR 2.00 X 0 0 0 C MCCOLLISTER EVARTS MD FAOA DEV/DONOR SPT CHAIR 2.00 X 0 0 0 JONATHAN P BRAMAN MD FAOA LEADERSHIP/FELLOWSHIP CHAIR 2.00 X 0 0 0 SCOTT D WEINER MD FAOA MEMBERSHIP CHAIR 2.00 X 0 0 0 STEPHEN L KATES MD FAOA OWN THE BONE STEERING CHAIR 2.00 X 0 0 0 CHARLES A GOLDFARB MD FAOA AM PROGRAM CHAIR 2.00 X 0 0 0 DANIEL J POST MBA LAY DELEGATE 2.00 X 0 0 0 MEGAN CONTI MICA MD EMERGING LEADER DELEGATE 2.00 X 0 0 0 CHRISTOPHER D HARNER MD FAOA SECOND PAST PRESIDENT 2.00 X X 0 0 0 GEORGE DYER MD FAOA DELEGATE-AT-LARGE 2.00 X 0 0 0 STEVEN M THEISS MD FAOA MEMBERSHIP CHAIR 2.00 X 0 0 0 STEVEN L FRICK MD FAOA PROGRAM CHAIR 2.00 X 0 0 0 KRISTIN OLDS GLAVIN ESQ EXECUTIVE DIRECTOR 37.50 5.00 X 410917 45659 68047 JODENE BROWN DEPUTY EX. 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PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX BY THE INTERNAL REVENUE SERVICE (IRS) PURSUANT TO THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE TAX EXEMPT PURPOSE OF THE ORGANIZATION AND THE NATURE IN WHICH IT OPERATES IS DESCRIBED ABOVE. THE ORGANIZATION CONTINUES TO OPERATE IN COMPLIANCE WITH ITS TAX EXEMPT PURPOSE. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. X X X 0 0 0 0 0 0 0 0 0 KRISTIN OLDS GLAVIN ESQ EXECUTIVE DIRECTOR 348164 45659 62753 0 0 0 41091 4566 20151 2239 472159 52464 0 0 JODENE BROWN DEPUTY EX. DIRECTOR 188958 0 18766 0 0 0 18745 0 1195 0 227664 0 0 0 X 225 71399 FMV X SECURITIES - PUBLICLY TRADED 3100 100440 FMV X SECURITIES - PUBLICLY TRADED 22 49186 FMV X SECURITIES - PUBLICLY TRADED 225 46085 FMV 0 0 0 FORM 990, PART V, LINE 2A: THE ASSOCIATION PROVIDES CERTAIN STAFF TO OMEGA MEDICAL GRANTS ASSOCIATION, FOR WHICH AOA IS THE SOLE MEMBER. ALL EXPENSES ASSOCIATED WITH SUCH STAFFING ARE REIMBURSED BY OMEGA TO THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS - THE ORGANIZATION HAS MEMBERS. THERE ARE VARIOUS CLASSES OF MEMBERSHIP WITH QUALIFICATIONS AND CRITERIA FOR EACH. FORM 990, PART VI, SECTION A, LINE 7A GENERAL MEMBERSHIP VOTES ANNUALLY TO ELECT VOTING MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS VOTE UPON/APPROVE CHANGES TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE ASSOCIATION'S FORM 990 IS SUBMITTED TO THE ASSOCIATION'S MANAGEMENT STAFF FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL MEMBERS OF THE BOARD TO REVIEW. QUESTIONS AND COMMENTS ON THE FORM 990 BY THE EXECUTIVE DIRECTOR AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO AN AOA OFFICER FOR FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION COLLECTS RELEVANT CONFLICT OF INTEREST INFORMATION FROM ALL STANDING COMMITTEE AND BOARD MEMBERS INCLUDING FINANCIAL INFORMATION ASSOCIATED WITH EACH CONFLICT OF INTEREST CATEGORY. AT EACH MEETING, MEMBERS VERBALLY PROVIDE UPDATES TO THE DISCLOSURES MADE ONCE ANNUALLY AND EACH COMMITTEE CHAIR MANAGES THE CONFLICT/RECUSAL PROCESS WHEN A POTENTIAL CONFLICT ARISES RELEVANT TO THE TOPIC OF DISCUSSION AT HAND. THE ASSOCIATION-ELECTED PHYSICIAN LEADERSHIP RETAINS ULTIMATE APPROVAL AUTHORITY OVER THE POLICY AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION PROCESS FOR TOP OFFICIAL IS ESTABLISHED BY WRITTEN CONTRACT AND REVIEWED BY THE COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP). CONTRACTUAL PARAMETERS FOR COMPENSATION REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED ON CONTRACTUAL PARAMETERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND EXCERPTS OF INFORMATION ARE AVAILABLE ON THE WEBSITE, OTHERWISE UPON REQUEST. PAGE 12, FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE OVERSIGHT OF ITS ANNUAL AUDIT. THIS PROCESS WAS NOT CHANGED DURING THE YEAR. OMEGA MEDICAL GRANTS ASSOCIATION 9400 W HIGGINS ROAD STE 205 ROSEMONT IL 60018 270383913 GRANT GIVING IL 501(C)(3) LINE 7 AOA 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OMEGA MEDICAL GRANTS ASSOCIATION O 416030 FMV