2026-09-14T10:03:37-05:00 2025-12-31 341663731 ZINNER & CO LLP 3201 ENTERPRISE PARKWAY SUITE 410 CLEVELAND OH 441227329 990 2025-01-01 364245550 J ROBERT GLADDEN ORTHOPAEDIC SOCIETY JROB 8722820633 7000 W FOREST PRESERVE 1082 NORRIDGE IL 60706 SUSAN ELLEN STEPHENS MD IMMEDIATE PAST PRESIDENT 8722820633 2026-09-08 1 SUSAN D KRANTZ P00233254 2168310733 2026-09-08 2025 SUSAN ELLEN STEPHENS MD 7606 WINDY HILL COVE LAKEWOOD RANCH FL 34202 854654 0 X WWW.GLADDENSOCIETY.ORG X 1998 IL THE J. ROBERT GLADDEN ORTHOPAEDIC SOCIETY THE SOCIETY IS A NATIONAL NONPROFIT CORPORATION ORGANIZED AND OPERATED EXCLUSIVELY FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE ACTIVITIES TO BE CARRIED ON FOR THE PURPOSE OF ENCOURAGING, PROMOTING, AND ADVANCING THE SCIENCE AND MEDICAL ART AND PRACTICE 45 45 1 50 0 0 644554 809866 40885 17001 1137 882 -4235 -326799 682341 500950 170383 0 0 0 0 32553 0 0 43034 489831 377840 660214 410393 22127 90557 932484 1163258 138368 148945 794116 1014313 X THE J. ROBERT GLADDEN ORTHOPAEDIC SOCIETY THE SOCIETY IS A NATIONAL NONPROFIT CORPORATION ORGANIZED AND OPERATED EXCLUSIVELY FOR SCIENTIFIC, EDUCATIONAL, AND CHARITABLE ACTIVITIES TO BE CARRIED ON FOR THE PURPOSE OF ENCOURAGING, PROMOTING, AND ADVANCING THE SCIENCE AND MEDICAL ART AND PRACTICE 0 0 159758 17001 SCIENTIFIC EDUCATION AND RESEARCH PROJECTS TO EDUCATE MEMBERS, RESIDENTS AND STUDENTS ON ADVANCES IN THE SCIENCE, MEDICAL ART, AND PRACTICE OF ORTHOPAEDIC SURGERY. 159758 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 45 45 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X SUSAN ELLEN STEPHENS MD 8722820633 7606 WINDY HILL COVE LAKEWOOD RANCH FL 34202 X MEGAN BADEJO DIRECTOR 2.00 X 0 0 0 RISHI BALKISSOON DIRECTOR 2.00 X 0 0 0 JON BELDING DIRECTOR 2.00 X 0 0 0 LATISHA BILBREW DIRECTOR 2.00 X 0 0 0 LORRAINE BOAKYE DIRECTOR 2.00 X 0 0 0 JAYSSON BROOKS DIRECTOR 2.00 X 0 0 0 ERIC CARSON DIRECTOR 2.00 X 0 0 0 ALVIN CRAWFORD DIRECTOR 2.00 X 0 0 0 RASHAD DACUS DIRECTOR 2.00 X 0 0 0 MALIK DANCY DIRECTOR 2.00 X 0 0 0 ARTINA DAWKINS DIRECTOR 2.00 X 0 0 0 RON DELANOIS DIRECTOR 2.00 X 0 0 0 TONYA DIXON DIRECTOR 2.00 X 0 0 0 MARIA DUSCH DIRECTOR 2.00 X 0 0 0 JIM FLEMING DIRECTOR 2.00 X 0 0 0 NATHAN GAUSE DIRECTOR 2.00 X 0 0 0 MELVYN HARRINGTON DIRECTOR 2.00 X 0 0 0 MACALUS HOGAN DIRECTOR 2.00 X 0 0 0 RINELDA HORTON DIRECTOR 2.00 X 0 0 0 ISHAQ IBRAHIM DIRECTOR 2.00 X 0 0 0 TIMOTHY JOHNSON DIRECTOR 2.00 X 0 0 0 WAYNE JOHNSON VICE PRESIDENT 2.00 X X 0 0 0 ALVIN JONES DIRECTOR 2.00 X 0 0 0 ALYSIA KEMP DIRECTOR 2.00 X 0 0 0 SHAINA LIPA DIRECTOR 2.00 X 0 0 0 MILTON LITTLE DIRECTOR 2.00 X 0 0 0 CHRIS MARRERO DIRECTOR 2.00 X 0 0 0 JOEL MATTA DIRECTOR 2.00 X 0 0 0 ADDISU MESFIN DIRECTOR 2.00 X 0 0 0 JULIUS ONI DIRECTOR 2.00 X 0 0 0 KWADWO OWUSU-AKYAW TREASURER 2.00 X X 0 0 0 SURRENTHIA PARKER DIRECTOR 2.00 X 0 0 0 CHRISTIAN PEAN DIRECTOR 2.00 X 0 0 0 DARRYL PETERSON DIRECTOR 2.00 X 0 0 0 SELINA POON DIRECTOR 2.00 X 0 0 0 SCOTT PORTER DIRECTOR 2.00 X 0 0 0 KEVIN PURCELL DIRECTOR 2.00 X 0 0 0 PAUL RUBBERY DIRECTOR 2.00 X 0 0 0 GEORGE RUSSELL PRESIDENT 2.00 X X 0 0 0 COLEEN SABATINI DIRECTOR 2.00 X 0 0 0 THOMAS SCULCO DIRECTOR 2.00 X 0 0 0 GBOLABO SOKUNBI SECRETARY 2.00 X X 0 0 0 SUSAN STEPHENS IMMEDIATE PAST PRESIDENT 20.00 X X 0 0 0 GARY STEWART DIRECTOR 2.00 X 0 0 0 WAKENDA TYLER DIRECTOR 2.00 X 0 0 0 LAWRENCE WELLS DIRECTOR 2.00 X 0 0 0 BRENDAN WILLIAMS DIRECTOR 2.00 X 0 0 0 DARRYL WILLOUGHBY DIRECTOR 2.00 X 0 0 0 BARRETT WOODS DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 158376 335000 316490 809866 JOB PLACEMENT FEE 900099 17001 17001 17001 882 882 26905 335000 353704 -326799 -326799 500950 17001 0 -325917 32553 14649 14649 3255 75 75 1453 654 654 145 74845 33680 33680 7485 5273 1793 1740 1740 1082 487 487 108 PROFESSIONAL AND CONSUL 181563 27444 127482 26637 PROGRAM COSTS 64898 64898 0 0 AMORTIZATION 29095 13093 13093 2909 DUES, SUBSCRIPTIONS AND 16108 2611 12917 580 3448 449 2899 100 410393 159758 207601 43034 149545 447390 122000 40355 34969 20741 555658 613554 70312 41218 932484 1163258 49647 14239 88721 134706 138368 148945 X 576940 843677 217176 170636 794116 1014313 932484 1163258 90557 89640 40000 0 X X 0 1 X 1 0 X 192782 240442 569596 644554 809866 2457240 47580 109458 40885 17001 214924 192782 288022 679054 685439 826867 2672164 461280 413500 290000 1164780 0 461280 413500 290000 1164780 1507384 17857 -215 1074 1137 882 20735 17857 -215 1074 1137 882 20735 1781 28917 30698 210639 287807 681909 715493 827749 2723597 0.55350 0.52300 0.00760 0.01120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 188826 93650 95176 179347 9479 188826 157203 22144 179347 157665 -462 157203 139814 17851 157665 0.00000 1.00000 0.00000 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 280106 C JRGOS GLADDEN LEGACY FUND 238272 C ENDOWMENT - CLEVELAND FOUNDATION 95176 C 613554 X 590590 89640 89640 500950 0 500950 410393 0 410393 0 410393 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. PART X, LINE 2: AS OF JANUARY 1, 2024 AND FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THE ORGANIZATION HAD NOT ENGAGED IN ANY ACTIVITY WHICH MANAGEMENT CONSIDERS TO BE ACTIVITY THAT COULD RESULT IN A LOSS OF ITS 501(C)(3) IRS DESIGNATION. THE FASB PROVIDES GUIDANCE FOR HOW UNCERTAIN INCOME TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE ORGANIZATIONS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OR BEING SUSTAINED WHEN EXAMINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX BENEFIT OR EXPENSE AND LIABILITY IN THE CURRENT YEAR. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS. AS WELL, MANAGEMENT DOES NOT CONSIDER ANY OF THE ACTIVITIES OF THE ORGANIZATION TO BE CONSIDERED UNRELATED BUSINESS INCOME THAT COULD RESULT IN INCOME TAX. FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024, THERE WAS NO TAX INTEREST OR PENALTIES REFLECTED IN THE STATEMENTS OF ACTIVITIES OR IN THE STATEMENTS OF FINANCIAL POSITION. ANNUAL LUNCHEON 173300 150000 23300 12329 56555 40973 52327 JFOS 188605 185000 3605 11190 27378 126975 1 2500 11794 11683 361905 335000 26905 12329 70245 80145 190985 353704 -326799 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT DUTIES ARE PERFORMED BY EMPLOYEES OF THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. AS SUCH, NO PROFESSIONAL SERVICES WERE INCURRED. A 1099 WAS NOT REQUIRED AS THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS IS A CORPORATION. FORM 990, PART VI, SECTION A, LINE 6 THE SOCIETY CONSISTS OF SEVEN CLASSES OF MEMBERSHIP: ACTIVE, RESIDENT/FELLOW, AFFILIATE, MEDICAL STUDENT, EMERITUS, INACTIVE, AND HONORARY. ALL ACTIVE, AFFILIATE, AND EMERITUS MEMBERS IN GOOD STANDING MAY CAST VOTES ON MATTERS BEFORE THE SOCIETY. ONLY ACTIVE AND EMERITUS MEMBERS ARE ELIGIBLE TO HOLD OFFICE IN THE SOCIETY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS ARE ELECTED BY MAJORITY VOTE OF THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B A PAID PREPARER PREPARES THE SOCIETY'S FORM 990 AND SUBMITS THE FORM TO THE VICE PRESIDENT AND TREASURER FOR REVIEW. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. 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 IN ACCORDANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE UPON REASONABLE REQUEST AND EXCERPTS ARE AVAILABLE ON THE WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.