2023-08-29T11:18:11-05:00 2022-12-31 FORVIS LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2022-01-01 363166049 ARTHROSCOPY ASSOCIATION OF NORTH AMERICA % THE ORGANIZATION ARTH 8472922262 9400 W HIGGINS ROAD NO 200 ROSEMONT IL 60018 LAURA DOWNES CEO 8472922262 2023-11-15 true JAMES Tokish 999009999 Bernadette D Zita P00089845 6302829500 2023-11-15 2 2022 2023-04-26 12:10:37Z Dr JOHN TOKISH 9400 W HIGGINS ROAD NO 200 ROSEMONT IL 60018 11247408 false X WWW.AANA.ORG X 1981 IL THE ASSOCIATION IS DEDICATED TO ADVANCING MINIMALLY INVASIVE SURGICAL EDUCATION, ADVOCACY AND SKILLS ASSESSMENT TO IMPROVE PATIENT CARE. 14 14 28 500 0 1322700 1844556 3666913 4720219 103644 185678 1755296 1935679 6848553 8686132 583273 778989 0 0 2334790 2567156 0 0 0 3541295 5152861 6459358 8499006 389195 187126 10779980 10928722 2881150 3794194 7898830 7134528 X THE MISSION OF THE ARTHROSCOPY ASSOCIATION OF NORTH AMERICA IS TO ADVANCE THE ART AND SCIENCE OF ARTHROSCOPY AND MINIMALLY INVASIVE SURGERY THROUGH EDUCATION, SKILLS ASSESSMENT AND ADVOCACY. false false 1461252 1473231 ANNUAL AND INTERIM MEETINGS-THE ASSOCIATION HOLDS MEETINGS FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS FOR THE PURPOSE OF DISCUSSING CURRENT TOPICS IN ARTHROSCOPIC SURGERY VIA CLINICAL PAPERS, COURSES AND SYMPOSIA. 1863070 725331 SURGICAL SKILLS COURSES- THE ASSOCIATION PRESENTS COURSES ON ARTHROSCOPIC SURGICAL SKILLS, DIAGNOSIS, TREATMENT AND FOLLOW-UP. A PORTION OF THE GRANTS ARE SUPPORT OF A RELATED ORGANIZATION. 1021392 2512117 THE ASSOCIATION PRODUCES AND PROVIDES EDITORIAL DIRECTION TO A JOURNAL FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS TO INCREASE THE LEVEL OF UNDERSTANDING IN THE FIELD OF ARTHROSCOPY. 885764 778989 RESEARCH OTHER 508903 Membership Services 269246 Somos 1424966 9500 APPLICATION FEE 40 Other 3088879 778989 9540 7434593 true true false false false false false false false false true false false true true false false true false false true true true false false false false true true true false false false false false false false false false false false false false true true true false false true 52 0 28 true false false false false false false false false false false false false X 14 14 false false false false true true true true true false false true true true true true true true true false IL X THE ORGANIZATION 8472922262 9400 W HIGGINS ROAD NO 200 ROSEMONT IL 60018 LAURA DOWNERS CHIEF EXECUTIVE OFFICER 40.0 1.0 X 396717 0 21078 CHRISTINE NOGAL CHIEF OPERATIONS & BUSINESS DE 40.0 0.0 X 186867 0 31285 DENNIS SIENA VICE PRESIDENT OF FINANCE 40.0 0.0 X 181795 0 32127 KIM SANTANIELLO VICE PRESIDENT OF EDUCATION AN 40.0 0.0 X 181877 0 23762 CARRIE CORONA SR. ACCOUNTING & ADMINISTRATIV 40.0 0.0 X 97550 0 34284 FRANCES Y PARK DIRECTOR OF MEETINGS 40.0 0.0 X 114620 0 11819 ADAM FLUTZ DIRECTOR OF IT 40.0 0.0 X 97883 0 13510 ALLAN CURTIS MD 2ND VICE PRESIDENT 2.0 1.0 X X 0 0 0 JAMES STONE MD PRESIDENT 2.0 1.0 X X 0 0 0 JOHN TOKISH MD 1ST VICE PRESIDENT 2.0 1.0 X X 0 0 0 JOHN KELLY MD SECRETARY 2.0 1.0 X X 0 0 0 KEVIN F BONNER MD TREASURER 2.0 1.0 X X 0 0 0 MARK GETELMAN MD IMMEDIATE PAST PRESIDENT 2.0 1.0 X 0 0 0 BRIAN COLE MD PAST PRESIDENT 2.0 1.0 X 0 0 0 PAUL CALDWELL MD DIRECTOR 2.0 1.0 X 0 0 0 JASON DRAGOO MD DIRECTOR 2.0 1.0 X 0 0 0 MARY K MULCAHEY MD DIRECTOR 2.0 1.0 X 0 0 0 KEVIN PLANCHER MD DIRECTOR 2.0 1.0 X 0 0 0 JOSEPH TAURO MD DIRECTOR 2.0 1.0 X 0 0 0 BRIAN WATERMAN MD DIRECTOR 2.0 1.0 X 0 0 0 IVAN WONG MD DIRECTOR 2.0 1.0 X 0 0 0 1257309 0 167865 7 false true false IASC LLC 3101 OLD PECOS TRAIL UNIT 118 SANTA FE NM 87505 JOURNAL EDITOR 371000 CONVENTUS MEDIA 55 FERNCROFT RD STE200 DANVERS MA 01923 149366 ANDREWS RESEARCH EDUCATION FOUNDA 1020 GULF BREEZE PKWY GOLF BREEZE FL 32561 130247 3 834699 375857 634000 1844556 MEMBERSHIP DUES 611600 1961165 1961165 EDUCATIONAL MEETINGS 611600 1473231 1473231 MASTERS EXPERIENCE COURSE 611600 725331 725331 EDITORIAL SUPPORT 611600 550952 550952 APPLICATION/INITIATION FEES 611600 9500 9500 40 40 4720219 136557 136557 0 1778115 1778115 0 0 0 2610397 2561276 49121 49121 49121 0 0 0 0 0 0 0 0 0 GAIN ON P-SHIP INVESTMENT 525900 64309 64309 MANAGEMENT FEE REVENUE 525900 92420 92420 MISC REVENUE - SUMMER BOARD MEETING 525900 835 835 157564 8686132 4720219 2121357 760894 760894 0 18095 18095 0 635947 553274 82673 0 1376638 1095926 280712 136771 111514 25257 288014 247907 40107 129786 108691 21095 0 56857 54331 2526 42357 42357 0 0 34743 34743 935492 921480 14012 101901 101881 20 59965 40882 19083 229567 229567 0 558473 375504 182969 434556 434556 0 1710576 1696856 13720 0 0 139228 139228 97734 27348 70386 SERVICE & ADMIN FEES 139504 129347 10157 LICENSE FEES & TAXES 53694 43548 10146 DUES & SUBSCRIPTIONS 9159 9159 REPAIRS & MAINTENANCE 2065 2065 546990 334605 212385 8499006 7434593 1064413 0 0 0 863438 1101322 0 0 2890294 3311217 0 0 0 0 0 0 19472 9227 443581 494454 1308179 1108579 279708 199600 5589072 4703554 0 0 0 0 0 0 694415 1109348 10779980 10928722 1517116 1819055 0 0 1364034 1466967 0 0 0 0 0 0 0 0 0 0 0 508172 2881150 3794194 X 7898830 7134528 0 0 7898830 7134528 10779980 10928722 187126 -969318 17890 X false true X true false X 1119996 1437410 2152000 1322700 1814556 7846662 4981119 5185836 2941130 3666913 4843474 21618472 0 0 0 6101115 6623246 5093130 4989613 6658030 29465134 925857 925857 16336 16336 16336 925857 942193 28522941 1754303 1888969 1682427 1846042 1914672 9086413 0 1754303 1888969 1682427 1846042 1914672 9086413 0 10187 10441 30788 157564 208980 7865605 8522656 6775557 6866443 8730266 38760527 0.73588 0.75953 0.23442 0.24004 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150764 85199 65565 1157415 1023380 134035 199600 INVESTMENT IN ORTHO PROPERTIES 758724 RIGHT-OF-USE ASSETS 350624 1109348 0 RIGHT-OF-USE LEASES 402519 DEFERRED COMPENSATION 105653 508172 ASC 740 Footnote Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. true North America Grantmaking 8697 South America Grantmaking 4000 Europe (Including Iceland and Greenland) Grantmaking 2699 South Asia Grantmaking 2699 18095 18095 RESEARCH GRANTS North America 2 4000 sCHOLARSHIPS - SA South America 2 4000 SCHOLARSHIPS - EUROPE Europe (Including Iceland and Greenland) 2 2699 SCHOLARSHIPS- ASIA South Asia 2 2699 SCHOLARSHIPS - NA North America 5 4697 false false false false false false SCHEDULE F, PART I, LINE 2 MEMBERSHIP SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED. true West Point Association Graduates 698 Mills Rd West Point NY 10996 141260763 501(C)(3) 5124 Education The Curators of the University of Mis 115 Business Loop 70W Columbia MO 65211 436003859 501(C)(3) 5124 Education Ohio State University Foundation 2835 Fred Taylor Dr Columbus OH 43202 311145986 501(C)(3) 5124 Research Univeristy of Buffalo University of Buffalo Dept 462 Grider St Buffalo NY 14215 161406947 501(C)(3) 5124 Education Baptist Health Care Inc 6855 Red road Coral Gables FL 33143 592425151 501(C)(3) 5124 Education Johns Hopkins University c/o Bank of America Chicago IL 60693 520595110 501(C)(3) 5124 Education Allegheny General Hospital Attn Accounts Payable Pittsburgh PA 15212 521111111 501(C)(3) 5968 Education Wake Forest University Health Sciences Office of Sponsored Programs WinstonSalem NC 271570001 453674924 501(C)(3) 6224 Education Trustees of the University of Pennsylvania PO Box 785541 Philadelphia PA 191785541 223849199 501(C)(3) 6224 Education Lake Tahoe Sports Medicine F PO Box 11889 Zephyr Cove NV 89448 231352685 501(C)(3) 6224 Education Orthopaedic Education Research Ins 16300 Sand Canyon Ave Ste 511 Irvine CA 92618 946050274 501(C)(3) 6224 Education Univeristy Hospital Clevelean University Hospitals Hanna House Rm 641 Cleveland OH 44106 753078627 501(C)(3) 6250 Education MGH Orthopaedic Association 55 Fruit St Ste 3200 Boston MA 02114 042807148 501(C)(3) 6250 Education UConn Health Mailstop Munson MC5335 Farmington CT 060305335 042807148 501(C)(3) 6250 Education Rush UNIVERSITY Medical Center Office of Philanthropy Chicago IL 60607 521725543 501(C)(3) 6250 Education Mayo Clinic Arizona Research Finanace - Arizona Minneapolis MN 554860334 362174823 501(C)(3) 6250 Education Burkhart Research Institu ATTN Monica Contreras and Mike Pro San Antonio TX 78216 860800150 501(C)(3) 6250 Education Hospital for Special Surgery 535 East 70th Street New York NY 10021 113734980 501(C)(3) 6250 Education Regents of the University of Califor Dept of Orthopaedic Surgery Los Angeles CA 900956902 131624135 501(C)(3) 7224 Education 403 Brigham and Women's Hospital 116 Huntington Ave Boston MA 02116 956006143 501(C)(3) 7224 Research TRIA Orthopaedic Center 8100 Northland Dr Bloomington MN 55431 200033919 501(C)(3) 7452 Research The Rector & Visitors of the University Office of Sponsored Programs Charlottesville VA 229044195 200033919 501(C)(3) 7686 Research University of Colorado Den Grants and Contracts 222999 - MB Denver CO 802910238 546001796 501(C)(3) 7686 Research Ochsner Clinic Foundation 1514 Jefferson Highway New Orleans LA 70121 846000555 501(C)(3) 7686 Education Cleveland Clinic Education Found 9500 Euclid Ave JJN-501 Cleveland OH 44195 340714585 501(C)(3) 9336 Education University of Colorado Den Grants and Contracts 2229963 EM Denver CO 802910238 347145850 501(C)(3) 9336 Education Massachusetts General Hospital 55 Fruit St Boston MA 02114 846000555 501(C)(3) 9336 Education Boston Children's Hospital 300 Longwood Ave Boston MA 02115 041564655 501(C)(3) 9336 Education Andrews Research & Education Foundation 1020 Gulf Breeze Pkwy Golf Breeze FL 32561 042774441 501(C)(3) 10247 Education The Union Memorial Hospital (Medstar 201 E Univeristy Pkwy Baltimore MD 21218 465182138 501(C)(3) 10247 Education Orthopaedic Research of Virginia PO Box 71690 Richmond VA 23255 521266997 501(C)(3) 10247 Education Baylor College of Medicine Dept of Orthopedic Surgery Houston TX 77030 521266997 501(C)(3) 10247 Houston Methodist Specialty Phys 6565 Fannin St Houston TX 77030 741613878 501(C)(3) 10836 NYU Langone Medical Ctr-HJD 301 E 17th Street New York NY 10003 760094743 501(C)(3) 10836 ROTHMAN INSTITUTE ORTHOPAEDIC FOUNDATION 925 Chestnut St Philadelphia PA 19107 222620085 501(C)(3) 10836 Ortho Carolina PA 4601 Park Rd Charlotte NC 28209 222620085 501(C)(3) 10836 UCSF Main Depository UCSF Orthopaedic Institute San Francisco CA 94158 561093722 501(C)(3) 10836 New England Baptist Hospital 125 Parker Hill Ave Boston MA 02120 946036493 501(C)(3) 10836 University of Southern Calif University Gardens BLDG STE 205 Los Angeles CA 900898006 042103612 501(C)(3) 10836 The UNIVERSITY of Texas HSC of HoustON Orthopaedic Surgery Sports Medicine Dallas TX 753031418 951642394 501(C)(3) 12447 The Hawkins Foundation PO Box 25902 Greenville SC 29616 741761309 501(C)(3) 12447 The Board of Trustees of the LelAND sTANFORD 485 Bradway Redwood City CA 94063 204561262 501(C)(3) 12447 Burkhart Research InstituTE 400 Concord Plaza Dr San Antonio TX 78216 941156365 501(C)(3) 12500 The Feinstein Institute for Med PO Box 95000-7530 Philadelphia PA 191957530 113734980 501(C)(3) 12500 Hospital for Special Surgery 535 E 70th St New York NY 10021 112673595 501(C)(3) 12500 University of Connecticut Sponsored Program Services Storrs CT 062691133 131624135 501(C)(3) 12500 Mississippi Sports Medicine FounDATION PO Drawer 16870 Jackson MS 39236 340714585 501(C)(3) 12809 San Diego Arthroscopy & SporTS 6719 Alvarado Rd Ste 200 San Diego CA 92120 640869099 501(C)(3) 15559 Southern California Orthopedic Research & E Research Education Van Nuys CA 91405 330102987 501(C)(3) 15559 Rush UNIVERSITY Medical Center Office of Philanthropy Chicago IL 60607 953706499 501(C)(3) 18059 American Sports Medicine Institute 833 St Vincents Dr Birmingham AL 35205 362174823 501(C)(3) 21671 Steadman Philippon Research 181 W Meadow Dr Ste 1000 Vail CO 81657 630952490 501(C)(3) 24895 UConn Health Dept of Orthpaedic Surgery MC 403 Farmington CT 060324037 880245022 501(C)(3) 25000 Cleveland Clinic Education Found PO Box 931531 Cleveland OH 44193 521725543 501(C)(3) 25000 Kerlan Jobe Orthopaedic Foundation 6801 Park Terrace Suite 140 Los Angeles CA 90045 954707606 501(C)(3) 25283 Virtua Health Organization C/O Sean McMillan MD Mullica Hill NJ 080622912 954707606 501(C)(3) 44000 Andrews Research & Education Foundation 1020 Gulf Breeze Pkwy Golf Breeze FL 32561 223524939 501(C)(3) 120000 57 SCHEDULE I, PART I, LINE 2 THE MANAGER OF MEMBER SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED X X X false false false false false false false false false LAURA DOWNERS CHIEF EXECUTIVE OFFICER 335029 40000 21688 0 21078 417795 CHRISTINE NOGAL CHIEF OPERATIONS & BUSINESS DE 166453 14425 5989 0 31285 218152 KIM SANTANIELLO VICE PRESIDENT OF EDUCATION AN 165609 15669 599 0 23762 205639 DENNIS SIENA VICE PRESIDENT OF FINANCE 149918 15500 16377 0 32127 213922 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION CONSISTS OF DUES PAYING MEMBERS WHO ELECT A BOARD OF DIRECTORS TO GOVERN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATION COMMITTEE IS CHOSEN BY THE MEMBERS. THE NOMINATION COMMITTEE CREATES A SLATE OF CANDIDATES FOR THE VARIOUS POSITIONS OF THE BOARD OF DIRECTORS. THE MEMBERS THEN VOTE ON THOSE POSITIONS FROM THE SLATE ALONG WITH AN OPPORTUNITY TO NOMINATE FROM THE FLOOR. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MUST APPROVE ANY CHANGE IN THE ASSOCIATION BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS CIRCULATED ELECTRONICALLY IN ADVANCE OF FILING TO THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD OF DIRECTORS MAY MAKE INQUIRIES OF THE ASSOCIATION STAFF ASSIGNED TO ITS PREPARATION OR OF THE INDEPENDENT AUDITORS WHO PREPARED THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THOSE INDIVIDUALS ARE REQUIRED TO MAKE ANNUAL STATEMENTS ON THE AAOS WEBSITE. THE ASSOCIATION USES THIS INFORMATION AND DISTRIBUTES IT TO ALL BOARD MEMBERS IN ADVANCE OF ALL MEETINGS INCLUDING COMMITTEE MEETINGS. AS A FIRST MATTER OF BUSINESS, THE CHAIRMAN OF THE MEETING SOLICITS A VERBAL CONFIRMATION OF THE CONFLICT OF INTEREST INFORMATION CONTAINED IN THE MEETING AGENDA BOOKLET AND REQUIRES THE MEMBERS TO MAKE A VERBAL STATEMENT AS TO ANY CHANGES TO THE PRESENTED INFORMATION. FORM 990, PART VI, SECTION B, LINE 15A NONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE COMPENSATED THEREFORE, THE PROCESS INCLUDES ONLY THE EXECUTIVE DIRECTOR (CEO) AND ASSOCIATION STAFF. THE PROCESS IS THE SAME FOR THE CEO AND ASSOCIATION STAFF. THE PROCESS IS INTEGRAL WITH THE BUDGET PROCESS, INITIALLY COMPENSATION IS REVIEWED BY THE CEO AND EXECUTIVE VICE PRESIDENT. TO INSURE THAT COMPENSATION IS APPROPRIATE, A COMPARISON TO A SURVEY TAKEN BY THE ASSOCIATION FORUM (A CHICAGO BASED ASSOCIATION OF ASSOCIATIONS), SPECIFICALLY COMPARED TO ASSOCIATIONS OF SIMILAR BUDGET SIZE, MEMBERSHIP COMPOSITION AND GEOGRAPHIC DEMOGRAPHICS. AN ATTEMPT IS MADE TO APPROXIMATE THE MEDIAN SALARY AND MEDIAN BONUS AT EACH POSITION. ANNUAL INCREASES ARE PEGGED TO THE CONSUMER PRICE INDEX. THIS PERCENTAGE IS APPLIED TO THE SURVEY RESULTS TO PROVIDE THE COMPENSATION BUDGETED FOR THE FOLLOWING YEAR. THE SCHEDULE OF PROPOSED COMPENSATION IS SUBMITTED TO THE FINANCE COMMITTEE, WHICH REVIEWS THE PROPOSED COMPENSATION ALONG WITH INTERVIEWS OF THE STAFF IF WARRANTED. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS AS PART OF THE ADOPTION OF THE BUDGET FOR THE FORTHCOMING YEAR. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION REVIEWS ARE COMPLETED ON AN ANNUAL BASIS FOR ALL STAFF BY THE CEO AND DIRECTOR/VP OF FINANCE. THE CEO'S CONTRACT IS REVIEWED EACH YEAR BY THE ASSOCIATION PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 4D THE ASSOCIATION'S SOMOS ACTIVITY HELPS ADVANCE THE PRACTICE OF MILITARY AND DISASTER MUSCULOSKELETAL MEDICINE THROUGH LEADERSHIP, EDUCATION, RESEARCH, AND COLLABORATION. THE ASSOCIATION'S RESEARCH ACTIVITY FUNDS AND AWARDS OUTSTANDING CLINICAL RESEARCH IN ARTHROSCOPY. FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL FEES TOTAL FEES:935492 ARTHROSCOPY ASSOCIATION OF NORTH AMERICA 9400 W HIGGINS ROAD SUITE 200 ROSEMONT IL 60018 262136165 FUNDRAISING IL 501(C)(3) 12A AANA true false false true false false false false false false false false false false false true false true false false Arthroscopy Assn of N America Education Fnd C 804699 CASH Arthroscopy Assn of N America Education Fnd C 30000 cash Arthroscopy Assn of N America Education Fnd Q 368154 Time Allocation