2023-11-14T13:52:20-06:00 2022-12-31 363856676 KUTCHINS ROBBINS & DIAMOND LTD 1051 PERIMETER DR 9TH FLOOR SCHAUMBURG IL 60173 990 2022-01-01 363180285 ORTHOPAEDIC RESEARCH SOCIETY ORTH 8478235770 9400 WEST HIGGINS ROAD STE 225 ROSEMONT IL 60018 AUDREY MCALINDEN PHD TREASURER ELECT 8478235770 2023-11-14 1 AUDREY MCALINDEN PHD 999009999 0 CHAD PORTER P01058119 8472401040 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PETER AMADIO MD 9400 WEST HIGGINS ROAD STE 225 ROSEMONT IL 60018 8873642 0 X WWW.ORS.ORG X 1982 IL THE ORTHOPAEDIC RESEARCH SOCIETY (THE "SOCIETY") IS A NONPROFIT CORPORATION ORGANIZED TO SUPPORT, DEVELOP, AND ENCOURAGE RESEARCH AND SPONSOR EDUCATIONAL ACTIVITIES IN FIELDS RELATED TO ORTHOPAEDIC SURGERY. THE SOCIETY WAS INCORPORATED IN THE STATE OF ILLINOIS IN 1982. PRIOR TO 1982, A PREDECESSOR ORGANIZATION OPERATED IN CANADA AS AN UNINCORPORATED ASSOCIATION. 17 17 12 425 0 0 169768 2064335 1784830 2598645 337811 271706 9192 6013 2301601 4940699 54727 70277 0 0 1118714 1155050 0 0 0 939776 2190021 2113217 3415348 188384 1525351 7471451 8404550 1160897 1439115 6310554 6965435 X THE ORTHOPAEDIC RESEARCH SOCIETY (THE "SOCIETY") IS A NONPROFIT CORPORATION ORGANIZED TO SUPPORT, DEVELOP, AND ENCOURAGE RESEARCH AND SPONSOR EDUCATIONAL ACTIVITIES IN FIELDS RELATED TO ORTHOPAEDIC SURGERY. THE SOCIETY WAS INCORPORATED IN THE STATE OF ILLINOIS IN 1982. PRIOR TO 1982, A PREDECESSOR ORGANIZATION OPERATED IN CANADA AS AN UNINCORPORATED ASSOCIATION. 0 0 2285744 55084 2012647 MEETINGS, SYMPOSIA AND WORKSHOPS HELD TO PROMOTE, ENCOURAGE AND SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES IN THE FIELDS OF ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL DISEASES 318656 1000 512059 JOURNAL OF ORTHOPAEDIC RESEARCH AND JOURNAL OF ORTHOPAEDIC RESEARCH SPINE -MEDICAL JOURNALS TO DISSEMINATE THE EXPANDING BODY OF KNOWLEDGE AND TECHNIQUES OF ORTHOPAEDIC SURGERY TO PROFESSIONALS IN THE FIELD 87082 14193 73939 WORKSHOPS AND EDUCATION - TO PROVIDE EDUCATIONAL ACTIVITIES AND WORKSHOPS IN THE FIELDS OF ORTHOPAEDIC SURGERY AND MUSCULOSKELETAL DISEASES 2691482 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 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 18 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 IL X SHARON SMITH TERRY 8478235770 9400 W HIGGINS ROAD SUITE 225 ROSEMONT IL 60018 SUSAN BUKATA MD 2ND VICE PRESIDENT 1.00 X X 0 0 0 KURT HANKENSON DVM PHD 1ST VICE PRESIDENT 1.00 X X 0 0 0 JOHN ANTONIOU MD PHD DIRECTOR 1.00 X 0 0 0 PETER AMADIO MD PAST PRESIDENT 1.00 X X 0 0 0 AUDREY MCALINDEN PHD TREASURER 1.00 X X 0 0 0 MARJOLEIN VAN DER MEULEN PHD PRESIDENT 1.00 X X 0 0 0 X EDWARD GUO PHD SECRETARY 1.00 X X 0 0 0 HANI AWAD PHD DIRECTOR 1.00 X 0 0 0 DAPHNEY CHERY PHD DIRECTOR 1.00 X 0 0 0 ANDREW KUNTZ MD DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LITTLE DVM PHD DIRECTOR 1.00 X 0 0 0 MEGHAN MCGEE-LAWRENCE PHD DIRECTOR 1.00 X 0 0 0 KARIN PAYNE PHD DIRECTOR 1.00 X 0 0 0 ROBIN QUEEN PHD DIRECTOR 1.00 X 0 0 0 WILLIAM MIHALKO MD PHD DIRECTOR 1.00 X 0 0 0 KAREN TROY PHD DIRECTOR 1.00 X 0 0 0 HICHAM DRISSI PHD DIRECTOR 1.00 X 0 0 0 SHARON SMITH-TERRY EXECUTIVE DIRECTOR 40.00 X 155112 0 0 BRENDA FREDERICK FORMER EXECUTIVE DIRECTOR 40.00 X 109199 0 0 264311 0 0 2 1 1 0 0 156837 1907498 2064335 ANNUAL MEETING 541700 963178 963178 MEMBERSHIP 541900 532953 532953 OTHER MEETINGS AND CONFERENCES 541700 516516 516516 JOURNAL PUBLISHING INCOME 541900 512059 512059 EDUCATION 541700 73939 73939 2598645 204059 204059 4000590 3932943 67647 67647 67647 MISCELLANEOUS INCOME 900099 6013 6013 6013 4940699 2604658 0 271706 10000 10000 60277 60277 155112 136499 18613 734754 646585 88169 62881 55335 7546 141279 124326 16953 61024 53701 7323 14961 14961 77120 77120 41566 41566 105237 14500 90737 29312 23520 5792 51584 51584 90685 90685 234876 234062 814 1037777 1028993 8784 17702 2315 15387 33573 12856 20717 JOURNAL EXPENSE 249090 249090 BOARD OF DIRECTORS 112304 112304 BANK AND CREDIT CARD FE 73272 20000 53272 MOBILE APPLICATION 19423 19423 1539 1539 3415348 2691482 723866 0 1377967 3188447 98969 151717 352133 373274 229034 205014 34878 24020 5602180 4495337 5324 171755 7471451 8404550 177975 388223 826085 881321 156837 0 169571 1160897 1439115 X 5293596 6077432 1016958 888003 6310554 6965435 7471451 8404550 1525351 -870470 0 X 0 1 X 1 0 X 341917 60737 141102 169768 2064335 2777859 2795672 3054027 2710522 1784830 2598645 12943696 4769 7060 7506 9192 6013 34540 3142358 3121824 2859130 1963790 4668993 15756095 0 0 0 15756095 180551 192478 158925 80768 204059 816781 180551 192478 158925 80768 204059 816781 3322909 3314302 3018055 2044558 4873052 16572876 0.95070 0.94810 0.04930 0.05190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 270274 -36215 234059 237514 32760 270274 215247 22267 237514 177357 37890 215247 192142 -14785 177357 0.64600 0.35400 0 0 229034 205014 24020 24020 OPERATING LEASE LIABILITY 169571 169571 4028663 -870470 -870470 4899133 41566 41566 4940699 3373782 0 3373782 41566 41566 3415348 PART V, LINE 4: THE SOCIETY'S ENDOWMENT FUNDS ARE TO BE HELD IN PERPETUITY AND INVESTMENT INCOME IS TO BE UTILIZED FOR THE SOCIETY'S MISSION. 1 REGENTS UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 900651733 946036493 501C3 10000 0 RESEARCH 1 CAREER & RESEARCH 117 60277 PART I, LINE 2: RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE ORGANIZATION. THE APPLICANTS GO THROUGH A RIGOROUS SELECTION PROCESS AND MUST SUBMIT FULL CURRICULUM VITAE. ALL UNUSED FUNDS MUST BE RETURNED AND RECIPIENTS MUST NOTIFY THE ORGANIZATION OF OTHER FUNDING SOURCES. THEY MUST PRESENT AT THE ANNUAL MEETING. X X X X 0 0 0 0 0 0 0 0 0 SHARON SMITH-TERRY EXECUTIVE DIRECTOR 155112 0 0 0 0 0 0 0 0 0 155112 0 0 0 BRENDA FREDERICK FORMER EXECUTIVE DIRECTOR 109199 0 0 0 0 0 0 0 0 0 109199 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY HAS FOUR CLASSES OF MEMBERS: ACTIVE, EMERITUS, AFFILIATE, AND ASSOCIATE MEMBERS, ALL WITH VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION A, LINE 7B A MINIMUM OF 1/10 OF THE MEMBERSHIP ELIGIBLE TO VOTE SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF BUSINESS BY THE SOCIETY AT THE ANNUAL BUSINESS MEETING, OR WHEN AN ELECTRONIC VOTE IS HELD. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE SOCIETY'S FORM 990 AND SUBMITS THE FORM TO THE SOCIETY'S EXECUTIVE DIRECTOR FOR REVIEW. AN ELECTRONIC COPY OF THE FORM IS ALSO PROVIDED TO ALL VOTING MEMBERS OF THE BOARD FOR REVIEW. QUESTIONS AND COMMENTS ON THE FORM BY THE TREASURER AND BOARD MEMBERS ARE DIRECTED BACK TO THE CPA FOR RESOLUTION. AFTER ALL DISCUSSION POINTS ARE RESOLVED, THE FORMS ARE FINALIZED AND PROVIDED TO THE TREASURER FOR FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE SOCIETY ANALYZES AMOUNTS DUE FROM OR TO ANY OFFICER, DIRECTOR, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS TO DETERMINE AMOUNTS PAID TO OR RECEIVED FROM SUCH PERSON. THE SOCIETY ALSO SUBMITS A QUESTIONNAIRE ANNUALLY TO SUCH PERSON WITH THE QUESTIONS DESIGNED TO DETECT ANY VIOLATION OF THE CONFLICT OF INTEREST POLICY. THE SOCIETY THEN PREPARES A REPORT OF ITS FINDINGS AND PRESENTS IT TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR EXECUTIVE DIRECTOR IS APPROVED BY THE COMPENSATION/EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST