2023-11-14T11:48:16-06:00 2022-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2022-01-01 231738956 EASTERN ORTHOPAEDIC ASSOCIATION EAST 4104944994 110 WEST ROAD 227 TOWSON MD 21204 CHARLES FREITAG EXECUTIVE DIRECTOR 4104944994 2023-11-14 1 CHARLES FREITAG 999009999 0 SUSAN KELLER P00245169 4107275735 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK LEMOS MD 110 WEST ROAD 227 TOWSON MD 21204 693931 0 X WWW.EOA-ASSN.ORG X 1970 PA TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS. 15 15 0 0 0 0 201455 224379 565619 439863 29267 29689 0 0 796341 693931 0 0 0 0 0 0 0 0 0 675633 604167 675633 604167 120708 89764 1973283 1743060 413343 403516 1559940 1339544 TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS. 0 0 TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHARLES FREITAG 4104944994 110 WEST ROAD TOWSON MD 21204 X ALEXUS COOPER MD RESIDENT MEMBER 1.00 X 0 0 0 BRUCE MONAGHAN MD MEMBER AT LARGE 1.00 X 0 0 0 CYNTHIA L EMORY MD PROGRAM CHAIR 1.00 X 0 0 0 JOHN D KELLY IV MD HISTORIAN 1.00 X 0 0 0 JOHN MCCONNELL MD PRESIDENT 1.00 X X 0 0 0 JOSHUA A BAUMFELD TREASURER 1.00 X X 0 0 0 KEVIN D PLANCHER MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MARC J LEVINE MD BOC REPRESENTATIVE 1.00 X 0 0 0 MARK LEMOS MD MANAGING DIRECTOR 1.00 X 0 0 0 MICHAEL P AST MD MEMBER AT LARGE 1.00 X 0 0 0 NEIL SHETH MD MEMBER AT LARGE 1.00 X 0 0 0 RICHARD M WILK MD FIRST VICE PRESIDENT 1.00 X X 0 0 0 SAMEH A LABIB MD SECOND VICE PRESIDENT 1.00 X X 0 0 0 STEPHEN BARCHICK MD RESIDENT MEMBER 1.00 X 0 0 0 THOMAS R BOWEN MD SECRETARY 1.00 X X 0 0 0 0 0 0 0 0 0 0 DATA TRACE MANAGEMENT SERVICES LLC 110 WEST ROAD SUITE 227 TOWSON MD 21204 MANAGEMENT COMPANY 174694 1 155850 65529 3000 224379 MEETINGS & COURSES 813920 439863 439863 439863 29331 29331 358 0 358 358 358 693931 439863 0 29689 204214 70 4100 27963 29990 4927 16827 309306 3055 MISCELLANEOUS 1964 PRINTING-RENEWALS, NEWS 1751 604167 22868 120841 241107 173248 56129 76263 1653179 1372708 1973283 1743060 110342 157972 135014 94530 167987 151014 413343 403516 X 1559940 1339544 1559940 1339544 1973283 1743060 89764 -310160 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 EMPLOYMENT AGREEMENT LIABILITY 151014 151014 X 237278 -310160 -146493 -456653 693931 0 693931 716528 112361 112361 604167 0 604167 PART X, LINE 2: THE ASSOCIATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RELATED WESTERN ORTHOPAEDIC FOUNDATION -146,493. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED EASTERN ORTHOPAEDIC FOUNDATION 112,361. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE ASSOCIATION ARE HANDLED UNDER A CONTRACT BETWEEN THE ASSOCIATION AND DATA TRACE MANAGEMENT SERVICES, LLC. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE A SLATE OF PROSPECTIVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS ANNUALLY VOTE ON A SLATE OF OFFICERS FOR ELECTION, AND IF APPLICABLE IN A GIVEN YEAR WOULD ALSO VOTE ON ANY BY-LAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE MANAGEMENT COMPANY PRIOR TO BEING SIGNED BY A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C AT BOARD MEETINGS MEMBERS ARE QUERIED AS TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND BOARD MEMBERS DO NOT RECEIVE ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, PAGE 12, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEAR. EASTERN ORTHOPAEDIC EDUCATIONAL FOUNDATION 110 WEST RD STE 227 TOWSON MD 21204 134007269 PROMOTE THE ENHANCEMENT AND ADVANCEMENT OF ORTHOPAEDIC EDUCATION NY 501(C)(3) LINE 12B, II EASTERN ORTHOPAEDIC ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 EASTERN ORTHOPAEDIC EDUCATION FOUNDATION C 65529 FMV