2024-11-01T08:39:09+00:00 2023-12-31 440160260 Forvis Mazars LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2023-01-01 363166049 Arthroscopy Association of North America ARTH 8472922262 9400 W Higgins Road No 200 Rosemont IL 60018 Dr John Tokish PRESIDENT 8472922262 2024-11-01 true Anne White P01708202 6302829500 2024-11-15 2023 2024-10-15 13:58:12Z DR JOHN TOKISH 9400 W Higgins Road No 200 Rosemont IL 60018 9381817 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 25 500 0 0 1844556 2898100 4720219 4079327 185678 136841 1935679 1931900 8686132 9046168 778989 725606 0 0 2567156 3027530 0 0 0 5152861 5540521 8499006 9293657 187126 -247489 10928722 11920156 3794194 4291534 7134528 7628622 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 1589042 766729 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. 1434759 1223069 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. 1087206 2397918 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. 2635181 725606 1501569 OTHER PROGRAM EXPENSES 1134488 21000 THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. 3769669 725606 1522569 7880676 true true false false false false false false false true false false true true false false true false false true false 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 113 0 true 25 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 ALAN CURTIS MD 1ST VICE PRESIDENT 2.0 1.0 X X 0 0 0 JOHN KELLY MD 2ND VICE PRESIDENT 2.0 1.0 X X 0 0 0 JOHN TOKISH MD PRESIDENT 2.0 1.0 X X 0 0 0 JOSEPH TAURO MD SECRETARY 2.0 1.0 X X 0 0 0 KEVIN BONNER MD TREASURER 2.0 1.0 X X 0 0 0 AUGUSTUS MAZZOCCA MD DIRECTOR 2.0 1.0 X 0 0 0 BRIAN WATERMAN MD DIRECTOR 2.0 1.0 X 0 0 0 DON BUFORD MD DIRECTOR 2.0 1.0 X 0 0 0 IVAN WONG MD DIRECTOR 2.0 1.0 X 0 0 0 JAMES STONE MD IMEDIATE PAST PRESIDENT 2.0 1.0 X 0 0 0 JASON DRAGOO MD DIRECTOR 2.0 1.0 X 0 0 0 JEANNE PATZKOWSKI MD DIRECTOR 2.0 1.0 X 0 0 0 KEVIN PLANCHER MD DIRECTOR 2.0 1.0 X 0 0 0 MARK GETELMAN MD PAST PRESIDENT 2.0 1.0 X 0 0 0 CHRISTINE NOGAL CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER 40.0 1.0 X 199474 0 58036 Laura Downes CHEIF EXECUTIVE OFFICER 40.0 1.0 X 388597 0 55283 ADAM FULTZ IT Director 40.0 X 107494 0 24545 DENNIS SIENA VICE PRESIDENT OF FINANCE 40.0 X 205845 0 57952 FRANCES PARK DIRECTOR OF MEETINGS 40.0 X 138776 0 27180 KIM SANTANIELLO Vice President of Education and Research 40.0 X 184816 0 44738 TERRI BRUCE DIRECTOR OF DEVELOPMENT 1.0 40.0 X 128908 0 26477 1353910 0 294211 8 false true false IASC IASC LLC PO Box 1830 Ranchos de Taos NM 87557 JOURNAL EDITOR 405000 1 702285 1130115 1065700 2898100 Educational meetings 611600 1385177 1385177 Membership dues 611600 2018486 2018486 Masters experience courses 611600 78654 78654 Editorial support 611600 566960 566960 Application/initiation fees 611600 9050 9050 21000 21000 0 0 4079327 55108 55108 1830958 1830958 0 0 417382 335649 81733 0 81733 81733 Management Fee revenue 525900 92740 92740 Gain on Investment 525900 8202 8202 0 0 0 0 100942 9046168 5910285 0 237783 X 682106 682106 43500 43500 701387 583211 118176 1691747 1405483 286264 119564 100249 19315 362610 302293 60317 152222 129212 23010 93106 86046 7060 62686 62686 32302 32302 959177 957339 1838 0 125812 110781 15031 89152 76915 12237 238847 238847 570696 389370 181326 537304 522385 14919 1870029 1854655 15374 133191 133191 81924 18639 63285 Miscellaneous 547363 82834 464529 Service & Admin Fees 130813 110680 20133 License Fees & Taxes 55197 40310 14887 Dues & Subscriptions 10403 10403 2519 2227 292 0 9293657 7880676 1412981 0 1101322 919490 3311217 3484684 0 0 9227 9227 494454 527661 1032691 794985 199600 237706 4703554 5794665 0 0 1109348 946723 10928722 11920156 1819055 2245579 1466967 1656762 0 508172 389193 3794194 4291534 X 7134528 7628622 0 7134528 7628622 10928722 11920156 -247489 741583 0 0 X false true X true false X 1437410 2152000 1322700 1814556 2898100 9624766 5185836 2941130 3666913 4843474 5910285 22547638 0 0 0 6623246 5093130 4989613 6658030 8808385 32172404 0 0 0 925857 980715 1906572 0 0 16336 0 0 16336 0 0 16336 925857 980715 1922908 30249496 1888969 1682427 1846042 1914672 55108 7387218 0 1888969 1682427 1846042 1914672 55108 7387218 0 10441 0 30788 157564 100942 299735 8522656 6775557 6866443 8730266 8964435 39859357 0.7589 0.7359 0.19 0.2344 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - PARTNERSHIP INCOME, COLUMN A - 10441.0, COLUMN B - , COLUMN C - 30788.0, COLUMN D - 64309.0, COLUMN E - 8202.0, COLUMN F - 113740.0; DESCRIPTION - MANAGEMENT FEES, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 93255.0, COLUMN E - 92740.0, COLUMN F - 185995.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150764 104135 46629 881927 690850 191077 237706 Right-of-use assets - operating leases 179797 Investment - Ortho Properties, LLC 766926 946723 Operating lease liabilities, net 208560 Deferred compensation 180633 389193 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 (Canada & Mexico only) Grantmaking 39500 Europe (Including Iceland and Greenland) Grantmaking 1000 East Asia and the Pacific Grantmaking 3000 0 0 0 0 0 0 43500 0 43500 Research Grant - NA North America (Canada & Mexico only) 1 37500 CHECK Scholarships - NA North America (Canada & Mexico only) 1 2000 CHECK Scholarship - EU Europe (Including Iceland and Greenland) 1 1000 CHECK Scholarship - East Asia/Pacific East Asia and the Pacific 1 3000 CHECK false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds 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. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual true Andrews Research & Education Foundation 1020 Gulf Breeze Pkwy Golf Breeze FL 32561 465182138 501(c)(3) 126680 GENERAL SUPPORT Virtua Health Organization C/O Sean McMillan MD 105 Carrie Lynne Ct Mullica Hill NJ 080622912 223524939 501(c)(3) 40000 GENERAL SUPPORT The Trustees of Columbia University in the City of New York PO Box 29789 General Post Office New York NY 100899789 135598093 501(c)(3) 39764 Education Rothman Institute Orthopaedic Foundation 925 Chestnut St 5th Floor Philadelphia PA 19107 222620085 501(c)(3) 25545 GENERAL SUPPORT Mayo Clinic Arizona Research Finance - Arizona PO Box 860334 Minneapolis MN 554860334 860800150 501(c)(3) 22982 Education The Curators of the University of Missouri 115 Business Loop 70W Mizzou North room 501 Columbia MO 65211 436003859 501(c)(3) 22090 Education Geneva Foundation The Geneva Foundation 917 Pacific Ave Suite 600 Tacoma WA 98402 911593913 501(c)(3) 18750 GENERAL SUPPORT Infinite HC 4200 Dahlberg Drive Golden Valley MN 55422 411861374 501(c)(3) 17250 GENERAL SUPPORT Kerlan Jobe Orthopaedic Foundation 6801 Park Terrace Suite 140 Los Angeles CA 90045 954707606 501(c)(3) 15855 GENERAL SUPPORT Steadman Philippon Research Institute 181 W Meadow Dr Ste 1000 Vail CO 81657 880245022 501(c)(3) 15740 GENERAL SUPPORT Cleveland Clinic Education Foundation PO Box 931531 Cleveland OH 44193 340714585 501(c)(3) 12500 Education University of Connecticut Sponsored Program Services 438 Whitney Road Ext Unit 1133 Storrs CT 062691133 340714585 501(c)(3) 12500 Education University of Colorado Denver PO Box 910238 Denver CO 802910238 846000555 501(c)(3) 11805 Education American Sports Medicine Institute 833 St Vincents Dr Birmingham AL 35205 630952490 501(c)(3) 11805 GENERAL SUPPORT Southern California Orthopedic Research & Education Research Education 6815 Noble Avenue Van Nuys CA 91405 953706499 501(c)(3) 11325 GENERAL SUPPORT Rush Univeristy Medical Center 75 Remittance Dr Ste 6807 Chicago IL 60675 362174823 501(c)(3) 9837 Education Mississippi Sports Medicine Foundation PO Drawer 16870 Jackson MS 39236 640869099 501(c)(3) 8350 GENERAL SUPPORT The Hawkins Foundation PO Box 25902 Greenville SC 29616 204561262 501(c)(3) 7870 GENERAL SUPPORT New England Baptist Hospital 125 Parker Hill Ave Boston MA 02120 042103612 501(c)(3) 7870 GENERAL SUPPORT The Union Memorial Hospital (Medstar) 201 E Univeristy Pkwy Baltimore MD 21218 520591685 501(c)(3) 7870 Education The Univerisity of Texas HSC of Houston 7000 Fannin St Houston TX 77030 741761309 501(c)(3) 7870 Education NYU Langone Medical Ctr-HJD 301 E 17th Street New York NY 10003 135562308 501(c)(3) 6795 GENERAL SUPPORT The Regents of the University of California San Francisco UCSF Orthopaedic Institute 1500 Owens St BOX 3004 San Francisco CA 94158 946036493 501(c)(3) 6795 Education Cleveland Clinic Sports Medicine 5555 Transportation Blvd Garfield Hts OH 44125 340714535 501(c)(3) 6795 GENERAL SUPPORT Houston Methodist Hospital Orthopedics Sports Med Jessica W 6445 Main St Ste 2300 Houston TX 77030 571201170 501(c)(3) 6795 GENERAL SUPPORT San Diego Arthroscopy & Sports Medicine Fellowship 6719 Alvarado Rd Ste 200 San Diego CA 92120 330102987 501(c)(3) 6795 GENERAL SUPPORT The Massachusetts General Hospital Orthopaedic Arthroscopy/Sports Medi 125 Nashau St Fifth Fl Boston MA 02114 900656139 501(c)(3) 6705 GENERAL SUPPORT Orthopaedic Research of Virginia PO Box 71690 Richmond VA 23255 521266997 501(c)(3) 6680 Education The Feinstein Institutes for Medical Research 972 Brush Hallow Rd 5th Floor Westbury NY 11590 113734980 501(c)(3) 6250 GENERAL SUPPORT Boston Children's Hospital 300 Longwood Ave Boston MA 02115 042774441 501(c)(3) 5902 Education OrthoCarolina PA 4601 Park Rd Charlotte NC 28209 561093722 501(c)(3) 5902 GENERAL SUPPORT The Board of Trustees of the Leland Stanford Junior University c/o Stanford Medicine Outpatient Ce 450 Broadway St MC 6342 Redwood City CA 94063 941156365 501(c)(3) 5010 Education HealthPartners Institute 8170 33rd Avenue South MS21109A Bloomington MN 55425 411670163 501(c)(3) 5010 GENERAL SUPPORT Ochsner Clinic Foundation 1514 Jefferson Highway New Orleans LA 70121 720502505 501(c)(3) 5010 Education The Rector & Visitors of the University of Virginia Office of Sponsored Programs PO Box 400195 Charlottesville VA 229044195 546001796 501(c)(3) 5010 Research 35 0 Education Grants 3 27750 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. 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 Downes CHEIF EXECUTIVE OFFICER 328660 0 35000 0 24937 0 23507 0 31776 0 443880 0 0 0 CHRISTINE NOGAL CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER 180612 0 9987 0 8875 0 14428 0 43608 0 257510 0 0 0 DENNIS SIENA VICE PRESIDENT OF FINANCE 173359 0 12090 0 20396 0 14550 0 43402 0 263797 0 0 0 KIM SANTANIELLO Vice President of Education and Research 172195 0 10765 0 1856 0 13165 0 31573 0 229554 0 0 0 FRANCES PARK DIRECTOR OF MEETINGS 132395 0 5383 0 998 0 10125 0 17055 0 165956 0 0 0 TERRI BRUCE DIRECTOR OF DEVELOPMENT 122439 0 5866 0 603 0 9369 0 17108 0 155385 0 0 0 Form 990, Part III, Line 4d Description of other program services (Expenses $ 2,635,181 including grants of $ 725,606)(Revenue $ 1,501,569) OTHER PROGRAM EXPENSES Form 990, Part III, Line 4d Description of other program services (Expenses $ 1,134,488 including grants of $)(Revenue $ 21,000) THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. Form 990, Part VI, Line 6 Classes of members or stockholders THE ASSOCIATION CONSISTS OF DUES PAYING MEMBERS WHO ELECT A BOARD OF DIRECTORS TO GOVERN THE ASSOCIATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body 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, Line 7b Decisions requiring approval by members or stockholders MEMBERS MUST APPROVE ANY CHANGE IN THE ASSOCIATION BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy 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, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees 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, Line 19 Required documents available to the public GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue Misc - Total Revenue: 21000, Related or Exempt Function Revenue: 21000, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part IX, Line 11g Other Fees Other Professional Fees - Total Expense: 959177, Program Service Expense: 957339, Management and General Expenses: 1838, Fundraising Expenses: ; 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 ARTHROSCOPY ASSOCIATION OF NORTH AMERICA 9400 W HIGGINS ROAD SUITE 200 ROSEMONT IL 60018 262136165 FUNDRAISING IL 501(c)(3) 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 702285 CASH ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND Q 56621 TIME ALLOCATION ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND O 276071 CASH