2023-11-14T21:02:31-06:00 2022-12-31 363963131 MANN WEITZ & ASSOCIATES LLC 111 DEER LAKE ROAD SUITE 125 DEERFIELD IL 60015 990 2022-01-01 742428242 AMERICAN FOUNDATION FOR SURGERY OF THE HAND AMER 3128801900 822 W WASHINGTON BLVD CHICAGO IL 60607 MELISSA A GARCIA CEO 3128801900 2023-11-14 1 MELISSA GARCIA 999009999 0 X MARCY STEINDLER P00573131 8472673400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MELISSA A GARCIA 822 W WASHINGTON BLVD CHICAGO IL 60607 37733793 0 X WWW.AFSH.ORG X 1986 IL TO PROVIDE EDUCATIONAL SERVICES AND PROGRAMS CONCERNING HAND SURGERY; TO STIMULATE RESEARCH AND INVESTIGATION OF AND TEACHING ON THE METHODS FOR PREVENTING, CORRECTING AND TREATING DISEASES OF THE HAND ARISING FROM CONGENITAL, DEVELOPMENTAL, NUTRITIONAL, TRAUMATIC, OR OTHER CAUSES; TO PERFORM AND DO ANY AND ALL SUCH OTHER ACTS AS ARE NECESSARY, CONVENIENT, OR PROPER TO THE ATTAINMENT OF THESE OBJECTIVES. 15 14 11 40 0 0 2999445 1530417 0 0 2149886 5815513 6054 7979 5155385 7353909 1004485 1218537 0 0 168242 176691 0 0 71760 138521 318737 1311248 1713965 3844137 5639944 37911695 32804790 1241438 1446372 36670257 31358418 X TO ADVANCE THE CARE OF HAND AND UPPER EXTREMITY DISORDERS BY SUPPORTING RESEARCH, EDUCATION AND OUTREACH THROUGH THE EFFICIENT COLLECTION OF DONATIONS AND ADMINISTRATION OF GRANTS. 0 0 519416 510000 RESEARCH PROGRAM - DEVELOP NEW IDEAS AND NEW KNOWLEDGE IN THE FIELD OF HAND AND UPPER EXTREMITY CARE THROUGH A VARIETY OF GRANTS. 558753 548625 EDUCATION PROGRAM - ELEVATING THE SKILL LEVEL OF SURGEONS IN THE AREAS OF HAND AND UPPER EXTREMITY SURGERY THROUGH FUNDING OF EDUCATIONAL PROGRAMS AND AWARDING OF GRANTS. INCLUDED IN HERE ARE RESIDENT AND FELLOW SCHOLARSHIPS WHICH ALLOW APPROXIMATELY 300 YOUNG SURGEONS TO ATTEND THE ASSH ANNUAL MEETING AT NO COST. 336488 157472 OUTREACH PROGRAM - TO PROVIDE "SHORT TERM MISSIONS" OF HAND SURGERY/THERAPY IN COMBINATION WITH PRACTICAL EDUCATION ON CURRENT TREATMENT OPTIONS FOR COMMON PROBLEMS IN UNDERSERVED AREAS. IN 2022, THIS INCLUDED THE TOUCHING HANDS WHICH RECEIVED DONATED EQUIPMENT AND SUPPLIES TO ASSIST WITH THESE MISSIONS. 2440 2440 ADDITIONAL SUPPORT FOR CHASE LIBRARY AND OTHER ADDITIONAL AWARDS. 2440 2440 1417097 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 4 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X BILL CHANDLER 3128801900 822 W WASHINGTON BLVD CHICAGO IL 60607 AMY L LADD TRUSTEE 1.00 X 0 0 0 ARNOLD-PETER C WEISS MD TRUSTEE 1.00 X 0 0 0 ANA ESCAGEDO TRUSTEE 1.00 X 0 0 0 JULIE A KATARINCIC MD TRUSTEE 1.00 5.00 X 0 0 0 EDWARD DIAO MD AFSH PRESIDENT 5.00 X X 0 0 0 JEFFREY A GREENBERG TRUSTEE 1.00 15.00 X 0 0 0 R GLENN GASTON TRUSTEE 1.00 X 0 0 0 WILLIAM H SEITZ JR CHAIR 10.00 X X 0 0 0 L SCOTT LEVIN MD VICE CHAIR 5.00 X X 0 0 0 STEVEN L MORAN MD TRUSTEE 1.00 2.00 X 0 0 0 RYAN P CALFEE MD TRUSTEE 1.00 X 0 0 0 MARTIN I BOYER MD TRUSTEE 2.00 5.00 X 0 0 0 SCOTT H KOZIN CHAIR 10.00 X X 0 0 0 BOBBY CHHABRA TREASURER 1.00 5.00 X X 0 0 0 MIHIR J DESAI TRUSTEE 1.00 X 0 0 0 MARK C ANDERSON CEO/EXECUTIVE VP 1.50 55.50 X 14888 997911 60926 WILLIAM CHANDLER CFO 2.00 40.00 X 8215 189729 44445 HALEY LICATA FOUNDATION DIRECTOR 23.00 17.00 X 62436 45959 11893 MARK BARATZ VICE PRESIDENT 5.00 X 0 0 0 JENNIFER MORAITIS WOLF TRUSTEE 1.00 5.00 X 0 0 0 PAMELA SCHROEDER DEPUTY EXECUTIVE VP, INTERIM CEO 1.00 45.00 X 668 266515 36596 OLIVIA WILLIAMS DIRECTOR OF COMMUNICATIONS 4.60 39.00 X 4778 132127 38345 NICOLE RENN SENIOR MARKETING AND COMMUNICATIONS DIRECTOR 1.00 39.00 X 2089 98348 34695 93074 1730589 226900 0 0 1 0 0 750000 780417 176110 1530417 581551 581551 35613846 30379884 5233962 5233962 5233962 MISCELLANEOUS 525990 7979 7979 7979 7353909 7979 0 5815513 1218537 1218537 100931 12112 84782 4037 50768 6092 42645 2031 5291 635 4444 212 11022 1323 9258 441 8679 1042 7290 347 250 250 20000 20000 32840 32840 12681 1246 10159 1276 1263 1263 55384 6624 48760 MEDICAL SUPPLIES 176415 176110 305 PLANNED GIVING ANNUITY 13393 13393 FEES AND LICENSING 6511 6511 1713965 1417097 225108 71760 684366 1027405 2617251 820860 34463747 30802610 146331 153915 37911695 32804790 182724 183998 999984 1213537 58730 48837 1241438 1446372 X 35055875 30120121 1614382 1238297 36670257 31358418 37911695 32804790 5639944 -10951783 0 X 0 1 X 1 0 X 2801733 4149133 1832388 2999445 1530417 13313116 2801733 4149133 1832388 2999445 1530417 13313116 8753504 4559612 445117 864621 778120 1530891 581551 4200300 6427 5640 7887 6054 7979 33987 17547403 0.25980 0.24530 X THE AMERICAN FOUNDATION FOR SURGERY OF THE HAND (AFSH) REGULARLY SOLICITS CONTRIBUTIONS FROM THOUSANDS OF INDIVIDUALS ON AN ANNUAL BASIS. INCLUDED ON THE MEMBERSHIP RENEWAL FORM FOR AMERICAN SOCIETY FOR SURGERY OF THE HAND (ASSH) IS AN OPTION TO DONATE TO AFSH. THIS FORM IS DISTRIBUTED TO OVER 4,000 INDIVIDUALS. AN OPTION TO DONATE TO AFSH IS ALSO INCLUDED ON THE REGISTRATION FORM FOR THE ASSH ANNUAL MEETING. THIS FORM IS USED BY OVER 2,800 INDIVIDUALS. THE AFSH HOMEPAGE INCLUDES A LARGE "DONATE NOW" BUTTON FOR ALL VISITORS TO THE SITE TO UTILIZE. AFSH ALSO SOLICITS DONATIONS VIA DIRECT MAIL, TARGETED EMAILS, AND IN ASSH'S WEEKLY EMAIL NEWSLETTER. IN 2022, OVER 650 INDIVIDUALS MADE DONATIONS TO AFSH. THIRTEEN INDIVIDUALS WHO SERVED ON THE AFSH BOARD OF TRUSTEES IN 2022 WORKED FOR TAX-EXEMPT ORGANIZATIONS. AFSH SUPPORTS DOMESTIC AND INTERNATIONAL MISSIONS DESIGNED TO PROVIDE ACCESS TO HAND SURGEONS AT ZERO COST TO ANYONE SEEKING TREATMENT. AFSH ALSO PROVIDES AN ANNUAL GRANT TO FUND A PUBLICLY ACCESSIBLE WEBSITE THAT AIDS THE GENERAL PUBLIC IN FINDING A HAND SURGEON. AFSH PROVIDES OVER 100 GRANTS ANNUALLY TO RESIDENTS AND FELLOWS TO ALLOW THEM TO ATTEND THE ASSH ANNUAL MEETING. THIS ALLOWS THESE INDIVIDUALS TO HAVE ACCESS TO THE VAST ARRAY OF EDUCATIONAL CONTENT THAT WILL ENABLE THEM TO HONE THEIR SKILLS AND IN TURN PROVIDE QUALITY HEALTHCARE TO THE GENERAL PUBLIC. WITH A 25.98% PUBLIC SUPPORT PERCENTAGE AND THE REASONS STATED ABOVE, AFSH MEETS THE FACTS AND CIRCUMSTANCES TEST TO MAINTAIN ITS STATUS AS A PUBLICLY SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10810214 -1516597 -94091 -55424 9144102 9765789 1160432 115775 232 10810214 8353473 54506 1359009 1200 9765789 7229502 1204246 80275 8353473 7677288 -368956 78830 7229502 0.93200 0.04000 0.02800 0 0 0 CHARITABLE RETIREMENT ANNUITY PAYABLES 48837 48837 X -3630714 -10951783 -10951783 7321069 32840 32840 7353909 1681125 0 1681125 32840 32840 1713965 PART X, LINE 2: THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2022, THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 AMERICAN SOCIETY FOR SURGERY OF THE HAND 822 W WASHINGTON BLVD CHICAGO IL 60607 316051199 501(C)3 1213537 0 EDUCATION, RESEARCH, FELLOWSHIP AND OUTREACH GRANTS 1 0 PART I, LINE 2: GRANT RECIPIENTS ARE REQUIRED TO SUBMIT AN ANNUAL ACCOUNTING OF HOW GRANT FUNDS WERE USED AND ARE EXPECTED TO RETURN ANY UNUSED GRANT PROCEEDS AFTER THE CONCLUSION OF THE RESEARCH PROJECT. 0 1 0 0 0 0 0 0 0 MARK C ANDERSON CEO/EXECUTIVE VP 7283 488142 0 0 7605 509769 742 49758 153 10273 15783 1057942 0 0 PAMELA SCHROEDER DEPUTY EXECUTIVE VP, INTERIM CEO 543 216640 125 49875 0 0 67 26733 24 9772 759 303020 0 0 WILLIAM CHANDLER CFO 7592 175351 623 14378 0 0 836 19314 1008 23287 10059 232330 0 0 OLIVIA WILLIAMS DIRECTOR OF COMMUNICATIONS 4342 120063 436 12064 0 0 490 13560 848 23447 6116 169134 0 0 PART I, LINE 3 THE RELATED ORGANIZATION USES A WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO ESTABLISH THE COMPENSATION OF THE CEO. PART I, LINE 4B MARK ANDERSON EARNED A BENEFIT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE AMOUNT OF $10,000 FROM THE ORGANIZATION AND A RELATED ORGANIZATION. X 3 176110 EST. FARE VALUE OF SIMIL 0 1 0 PART I, LINE 32B: THE ORGANIZATION DOES NOT ACCEPT NON-STANDARD GIFTS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD OF TRUSTEE MEMBERS ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE BYLAWS ARE AVAILABLE ON OUR WEBSITE AND ALL OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. AMERICAN SOCIETY FOR SURGERY OF THE HAND 822 W WASHINGTON BLVD CHICAGO IL 60607 316051199 ADVANCE THE SCIENCE AND PRACTICE OF HAND SURGERY IL 501(C)3 509(A)(2) 0 AMERICAN SOCIETY FOR SURGERY OF THE HAND PROFESSIONAL ORG 822 W WASHINGTON BLVD CHICAGO IL 60607 461761743 PROVIDE ADVOCACY IN THE BEST INTEREST OF HAND SURGEONS WHEN NECESSARY IL 501(C)6 AMERICAN SOCIETY FOR SURGERY OF THE HAND 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 AMERICAN SOCIETY FOR SURGERY OF THE HAND C 750000 AMOUNT PLEDGED AMERICAN SOCIETY FOR SURGERY OF THE HAND B 1213537 AMOUNT PAID AMERICAN SOCIETY FOR SURGERY OF THE HAND N 66005 % OF ACTUAL AMOUNT INCURRED AMERICAN SOCIETY FOR SURGERY OF THE HAND O 176691 % OF ACTUAL AMOUNT INCURRED