2023-11-10T07:51:39-06:00 2022-12-31 362663358 PORTE BROWN LLC 845 OAKTON STREET ELK GROVE VILLAGE IL 60007 990 2022-01-01 363313192 ASES FOUNDATION ASES 8476981629 1515 E WOODFIELD ROAD 345 SCHAUMBURG IL 60173 CHARLES L GETZ MD SECRETARY/TREASURER 8476981629 2023-07-25 1 CHARLES GETZ MD 999009999 0 MEGAN ANGLE P00850733 8479561040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHARLES L GETZ MD 1515 E WOODFIELD ROAD 345 SCHAUMBURG IL 60173 5284746 0 X WWW.ASES-ASSN.ORG X 2016 IL THE MISSION OF THE ORGANIZATION IS TO FOSTER SCIENTIFIC ADVANCES AND ENHANCE THE STUDY OF SHOULDER AND ELBOW SURGERY. 8 8 0 80 0 0 942630 1674215 113090 129351 183177 107148 0 413 1238897 1911127 323920 1117629 0 0 0 0 0 0 0 244886 490635 568806 1608264 670091 302863 5928281 5579098 251854 285650 5676427 5293448 THE MISSION OF THE ORGANIZATION IS TO FOSTER SCIENTIFIC ADVANCES AND ENHANCE THE STUDY OF SHOULDER AND ELBOW SURGERY. 0 0 1457243 1117629 129764 FOSTER RESEARCH RELATIVE TO SHOULDER AND ELBOW SURGERY BY PROVIDINGGRANTS TO PRESENTERS OF SCIENTIFIC PAPERS RELATING TO THE TECHNIQUES AND DEVELOPMENTS IN SHOULDER AND ELBOW SURGERY, ADDITIONALLY, THE FOUNDATION GIVES FELLOWSHIP GRANTS FOR THE EDUCATION AND TRAINING OF SHOULDER AND ELBOW CLINICIANS, 1457243 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL CA NY X ANNA QUINTANILLA 8476981629 1515 E WOODFIELD RD 345 SCHAUMBURG IL 60173 X ANTHONY MINIACI MD FRCSC CHAIR 1.00 X X 0 0 0 CHARLES L GETZ MD SECRETARY/TREASURER 1.00 X X 0 0 0 JOSEPH A ABBOUD MD VICE CHAIR 1.00 X X 0 0 0 EVAN L FLATOW MD TRUSTEE 1.00 X 0 0 0 GREGORY P NICHOLSON MD TRUSTEE 1.00 X 0 0 0 JOSEPH P IANNOTTI MD PHD TRUSTEE 1.00 X 0 0 0 MARK A FRANKLEMD PAST PRESIDENT 1.00 X X 0 0 0 IAN R BRYAM MD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1674215 1674215 EDUCATION/ REGISTRATION 611430 129351 129351 129351 140829 140829 3339938 3373619 -33681 -33681 -33681 MISCELLANEOUS INCOME 900099 413 413 413 1911127 129764 0 107148 610280 610280 507349 507349 97049 97049 864 864 13920 13920 113126 102022 11104 10454 9034 1420 4506 668 3838 170 170 60119 58662 1457 166524 166524 1320 1320 BANK FEES 19704 19704 MISCELLANEOUS 2879 2704 175 1608264 1457243 151021 0 1436223 981052 10500 8250 181150 98083 4300408 4491713 5928281 5579098 231854 285650 20000 251854 285650 X 3214002 2978239 2462425 2315209 5676427 5293448 5928281 5579098 302863 -685842 0 X 0 1 X 1 0 X X 1 AMERICAN SHOULDER & ELBOW SURGEONS 411474626 10 0 97049 0 1 97049 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 PART IV, SECTION A, LINE 3B: EXAMINED IRS DETERMINATION PART IV, SECTION A, LINE 3C: SHARED BOARD MEMBER, ALL SUPPORT FOR RESEARCH AND EDUCATIONAL PURPOSES RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 255746 1500 254246 266180 7713 2721 255746 270742 538 -5100 266180 275152 123 -4533 270742 278599 208 -3665 275152 0.00097 0.99903 0 0 0 X 1225285 -685842 -685842 1911127 0 1911127 1608264 0 1608264 0 1608264 PART V, LINE 4: RESEARCH AND EDUCATION GRANTS PART X, LINE 2: THE FOUNDATION HAS ADOPTED THE PROVISION OF ASC TOPIC 740, INCOME TAXES, RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATES OF CALIFORNIA, ILLINOIS AND NEW YORK. MANAGEMENT IS NOT AWARE OF ANY UNCERTAIN TAX POSITIONS. 1 CINCINNATI SHOULDER AND ELBOW RESEARCH AND EDUCATION FOUNDATION INC 4701 CREEK ROAD CINCINNATI OH 45242 822840237 509(A) 28087 0 RESEARCH BEAUMONT HEALTH ROYAL OAK 3535 WEST 13 MILE ROAD ROYAL OAK MI 48073 381459362 170(B)(1)(A)(III) 28087 0 RESEARCH ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI 5 EAST 98TH STREET NEW YORK NY 10029 136171197 170(B)(1)(A)(III) 28087 0 RESEARCH HH MEDSTAR HEALTH INC 201 EAST UNIVERSITY PARKWAY BALTIMORE MD 21218 521542230 170(B)(1)(A)(III) 28087 0 RESEARCH NEW YORK UNIVERSITY 550 1ST AVENUE NEW YORK NY 10016 135562308 170(B)(1)(A)(III) 28087 0 RESEARCH CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD INDEPENDENCE OH 44131 912153073 501(C)(3) 48928 0 RESEARCH JOHNS HOPKINS UNIVERSITY 3910 KESWICK RD BALTIMORE MD 21211 237424444 501(C)(3) 20840 0 RESEARCH KERLAN-JOBE ORTHOPAEDIC FOUNDATION 15821 VENTURA BLVD 520 ENCINO CA 91436 954707606 501(C)(3) 43088 0 RESEARCH MONTEFIORE MEDICAL CENTER 111 EAST 210TH ST BRONX NY 10459 134179243 501(C)(3) 48928 0 RESEARCH TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK 615 W 131ST ST 8741 NEW YORK NY 10025 911859360 501(C)(3) 20840 0 RESEARCH HOSPITAL FOR SPECIAL SURGERY 535 E 70TH ST NEW YORK NY 10021 136714749 501(C)(3) 20840 0 RESEARCH THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO 7703 FLOYD CURL DR MSC 7828 SAN ANTONIO TX 78229 742586219 501(C)(3) 48928 0 RESEARCH FOUNDATION FOR ORTHOPAEDIC RESEARCH AND EDUCATION 13020 N TELECOM PKWY TAMPA FL 33637 593555349 501(C)(3) 105103 0 RESEARCH HSS SHOULDER & ELBOW FELLOWSHIP 535 E 70TH ST NEW YORK NY 10021 136714749 501(C)(3) 28087 0 RESEARCH MAYO CLINIC ORTHOPEDIC SURGERY DEPARTMENT 200 FIRST ST SW ROCHESTER MN 55905 411937751 501(C)(3) 56175 0 RESEARCH BETH ISRAEL LAHEY HEALTH INC 41 MALL RD BURLINGTON MA 01805 832671600 501(C)(3) 28088 0 RESEARCH 16 CANDIDATE RESEARCH GRANT 2 30000 NEER AWARD - BASIC SCIENCE 1 1500 FELLOWSHIP EDUCATION GRANT 10 365438 NSEW GRANT 7 60114 TRAVEL/EXPENSE REIMBURSEMENT 3 3847 AWARDS, CERTIFICATES 2 167 TF REIMBURSEMENT ASES 1 3000 TF STIPEND 1 3000 SUMMER INTERNS 1 24000 HONORARIUM FOR SPEAKING ENGAGEMENT 1 2500 NATIONAL SHOULDER AND ELBOW WEEK 1 392 SUPPORT OF ASES FELLOW'S DAY 1 13391 PART I, LINE 2: GRANTS FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES DURING THE YEAR WERE PERFORMED BY EMPLOYEES OF THE AMERICAN SHOULDER AND ELBOW SURGEONS. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE FOUNDATION'S FORM 990 AND SUBMITS THE FORM TO THE FOUNDATION'S MANAGEMENT FOR REVIEW. WITHIN THE MANAGEMENT , THE FORM IS REVIEWED BY A CERTIFIED PUBLIC ACCOUNTANT WITH EXTENSIVE NONPROFIT ACCOUNTING EXPERIENCE. THE MANAGEMENT COMPANY SUBMITS THE FORM TO THE FOUNDATION'S TREASURER 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 AND INTERNAL ACCOUNTANT 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 INTERESTED PARTIES MUST DISCLOSE THEIR POSITION PRIOR TO ENGAGING IN ANY TRANSACTION THAT GIVES RISE TO CONFLICT. THE CONFLICT IS THEN EVALUATED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. AMERICAN SHOULDER AND ELBOW SURGEONS 9400 W HIGGING ROAD SUITE 500 ROSEMONT IL 60018 411474626 EDUCATION IL 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 AMERICAN SHOULDER &ELBOW SURGEONS O 97049 CASH