Form 990 for tax year 2023
Filed by AMERICAN SOCIETY FOR SURGERY OF THE HAND PROFESSIONAL ORGANIZATION.
Totals
- Total revenue
- $175,959
- Total expenses
- $536,857
- Contributions and grants received
- $0
- Grants paid
- $500,000
- Program service revenue
- $0
- Investment income
- $175,959
- Other revenue
- $0
- Total assets, end of year
- $5,447,262
- Total liabilities, end of year
- $550,000
- Net assets or fund balances, end of year
- $4,897,262
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $157,667 · excluded $157,667
-
7a · Gross sales of assets other than inventory
securities $463,708
-
7b · Less cost or other basis and sales expenses
securities $445,416
-
7c · Gain or loss
securities $18,292
-
7d · Net gain or loss
total $18,292 · excluded $18,292
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $500,000
-
11f · Fees: investment management
total $6,857
-
24a · Other expenses: AAOS AND BOS PROJECTS
total $30,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $95,000 · end of year $40,000
-
9 · Prepaid expenses and deferred charges
end of year $25,000
-
11 · Investments: publicly traded securities
beginning of year $4,810,295 · end of year $4,765,313
-
12 · Investments: other securities
end of year $616,949
-
17 · Accounts payable and accrued expenses
beginning of year $50,000 · end of year $50,000
-
18 · Grants payable
end of year $500,000
-
27 · Net assets without donor restrictions
beginning of year $4,855,295 · end of year $4,897,262
Mission and programs · 2023
Mission
PROVIDE ADVOCACY IN THE BEST INTEREST OF HAND SURGEONS WHEN NECESSARY.
Activities or mission (Part I)
PROVIDE GRANTS AND ADVOCATE FOR THE BEST INTEREST OF HAND SURGEONS WHEN NECESSARY.
-
PROVIDE GRANTS AND ADVOCATE FOR THE BEST INTEREST OF HAND SURGEONS WHEN NECESSARY.
As filed on the 2023 return.
Listed in Part VII
-
Daniel OseiDANIEL OSEI
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Peter MurrayPETER MURRAY
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
A Bobby ChhabraA BOBBY CHHABRA
VICE PRESIDENT/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
Steven MoranSTEVEN MORAN
PRESIDENT/PRESIDENT ELECT
- Total calculated
- $0
- Hours/week
- 0 + 3 related
-
Tamara D RozentalTAMARA D ROZENTAL
PRESIDENT ELECT/VICE PRESIDENT
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
Charles A Goldfarb MDCHARLES A GOLDFARB MD
TREASURER
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
Jeffrey Greenberg MDJEFFREY GREENBERG MD
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Dawn LaporteDAWN LAPORTE
EDUCATIONAL DIVISION DIRECTOR
- Total calculated
- $17,500
- From this org
- $0
- From related orgs
- $17,500
- Other
- $0
- Hours/week
- 1 + 1 related
-
Paige FoxPAIGE FOX
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
James SaucedoJAMES SAUCEDO
PRACTICE DIVISION DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
Jennifer Wolf MDJENNIFER WOLF MD
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 0 + 10 related
-
Ryan Calfee MDRYAN CALFEE MD
RESEARCH DIVISION DIRECTOR
- Total calculated
- $50,000
- From this org
- $0
- From related orgs
- $50,000
- Other
- $0
- Hours/week
- 1 + 2 related
-
Richard Bernstein MDRICHARD BERNSTEIN MD
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Julie KatarincicJULIE KATARINCIC
OUTREACH DIVISION DIRECTOR
- Total calculated
- $0
- Hours/week
- 0 + 2 related
-
Steve K Lee MDSTEVE K LEE MD
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
Scott M Tintle MDSCOTT M TINTLE MD
COUNCIL MEMBER-AT-LARGE
- Total calculated
- $0
- Hours/week
- 0 + 1 related
-
William ChandlerWILLIAM CHANDLER
CFO
- Total calculated
- $296,776
- From this org
- $0
- From related orgs
- $246,636
- Other
- $50,140
- Hours/week
- 1 + 41 related
Schedule J breakdown matched by us
- Base
- $0 + $229,136 related
- Bonus
- $0 + $17,500 related
- Other
- $0
- Deferred
- $0 + $20,150 related
- Nontaxable benefits
- $0 + $29,990 related
- Filer's total
- $0 + $296,776 related
-
Pamela SchroederPAMELA SCHROEDER
DEPUTY EXEC VP/INTERIM CEO
- Total calculated
- $408,815
- From this org
- $0
- From related orgs
- $359,583
- Other
- $49,232
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $242,083 related
- Bonus
- $0 + $117,500 related
- Other
- $0
- Deferred
- $0 + $26,800 related
- Nontaxable benefits
- $0 + $22,432 related
- Filer's total
- $0 + $408,815 related
-
Melissa GarciaMELISSA GARCIA
CEO/EXECUTIVE VP
- Total calculated
- $339,853
- From this org
- $0
- From related orgs
- $281,595
- Other
- $58,258
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $221,595 related
- Bonus
- $0 + $60,000 related
- Other
- $0
- Deferred
- $0 + $40,500 related
- Nontaxable benefits
- $0 + $17,758 related
- Filer's total
- $0 + $339,853 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 2 · Substantiation required before reimbursing expenses
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- 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 CEO/EXECUTIVE VICE PRESIDENT.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
TO PROVIDE EDUCATIONAL SERVICES AND PROGRAMS CONCERNING HAND SURGERY
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
AMERICAN SOCIETY FOR SURGERY OF THE HAND
501 (C)(3) · ADVANCE THE SCIENCE AND PRACTICE OF HAND SURGERY · IL
-
AMERICAN FOUNDATION FOR SURGERY OF THE HAND
501(C)(3) · ADVANCE THE SCIENCE AND PRACTICE OF HAND SURGERY · IL
Directly controlled by AMERICAN SOCIETY FOR SURGERY OF THE HAND
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433199349318748
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.