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Nonprofiteer
← AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA

Form 990 for tax year 2023

Filed by AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA.

Totals

Total revenue
$25,313,960
Total expenses
$21,275,774
Contributions and grants received
$1,696,734
Grants paid
$14,346,062
Program service revenue
$23,230,195
Investment income
$387,031
Other revenue
$0
Total assets, end of year
$24,882,264
Total liabilities, end of year
$10,627,384
Net assets or fund balances, end of year
$14,254,880
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$6,929,712

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.

  • 1f · All other contributions, gifts and grants

    $1,696,734

  • 2a · Program service revenue: MEMBERSHIP REVENUE

    total $22,699,429 · related or exempt $22,699,429

  • 2b · Program service revenue: PUBLICATION REVENUE

    total $398,176 · related or exempt $398,176

  • 2c · Program service revenue: OTHER PROGRAM REVENUE

    total $132,590 · related or exempt $132,590

  • 3 · Investment income

    total $479,035 · excluded $479,035

  • 7a · Gross sales of assets other than inventory

    securities $997,892

  • 7b · Less cost or other basis and sales expenses

    securities $1,089,896

  • 7c · Gain or loss

    securities -$92,004

  • 7d · Net gain or loss

    total -$92,004 · excluded -$92,004

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,346,062

  • 5 · Compensation of officers, directors and key employees

    total $352,654

  • 7 · Other salaries and wages

    total $2,256,816

  • 8 · Pension plan contributions

    total $129,302

  • 9 · Other employee benefits

    total $419,877

  • 10 · Payroll taxes

    total $135,398

  • 11b · Fees: legal

    total $423,533

  • 11e · Fees: professional fundraising services

    total $95,225

  • 11f · Fees: investment management

    total $475,632

  • 11g · Fees: other

    total $591,173

  • 12 · Advertising and promotion

    total $119,410

  • 13 · Office expenses

    total $242,408

  • 14 · Information technology

    total $196,755

  • 16 · Occupancy

    total $431,721

  • 17 · Travel

    total $370,094

  • 19 · Conferences, conventions and meetings

    total $169,035

  • 24a · Other expenses: PRINTING AND PUBLICATIO

    total $312,480

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $194,264

  • 24e · All other expenses

    total $13,935

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16,281,772 · end of year $18,549,333

  • 4 · Accounts receivable

    beginning of year $121,582 · end of year $167,966

  • 9 · Prepaid expenses and deferred charges

    beginning of year $220,814 · end of year $292,801

  • 11 · Investments: publicly traded securities

    beginning of year $5,625,889 · end of year $5,872,164

  • 17 · Accounts payable and accrued expenses

    beginning of year $55,901 · end of year $235,965

  • 19 · Deferred revenue

    beginning of year $11,240,815 · end of year $10,391,419

  • 25 · Other liabilities

    beginning of year $25,461 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $10,538,384 · end of year $13,732,823

  • 28 · Net assets with donor restrictions

    beginning of year $389,496 · end of year $522,057

Mission and programs · 2023

Mission

THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS.

  • THE ASSOCIATION CARRIES ON THE ORTHOPAEDIC COMMUNITY'S ADVOCACY ACTIVITIES RELATED TO HEALTHCARE ISSUES ON BEHALF OF PATIENTS AND PROFESSIONALS. VOLUNTEERS PROACTIVELY SUPPORT PATIENT ACCESS TO HEALTH CARE BY CONTACTING AND MEETING WITH MEMBERS OF CONGRESS AND OTHER DECISION MAKERS TOGETHER WITH THEIR PATIENTS TO MAKE SURE THEY UNDERSTAND THE ISSUES SURROUNDING MUSCULOSKELETAL HEALTH SO THEY CAN MAKE INFORMED DECISIONS REGARDING HEALTH CARE FUNDING.

    Expenses $6,929,712

As filed on the 2023 return.

Listed in Part VII

  • Kevin J Bozic MD

    PRESIDENT

    Total calculated
    $127,083
    From this org
    $0
    From related orgs
    $127,083
    Other
    $0
    Hours/week
    7.5 + 7.5 related
  • Paul Tornetta III MD

    FIRST VICE-PRESIDENT

    Total calculated
    $69,160
    From this org
    $0
    From related orgs
    $69,160
    Other
    $0
    Hours/week
    5 + 5 related
  • Annunziato Amendola MD

    SECOND VICE-PRESIDENT

    Total calculated
    $33,333
    From this org
    $0
    From related orgs
    $33,333
    Other
    $0
    Hours/week
    5 + 5 related
  • Felix H Savoie MD

    PAST PRESIDENT

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    2.5 + 2.5 related
  • Michael L Parks MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related
  • Alfonso Mejia MD

    BOC CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Joel L Mayerson

    BOC CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael J Leddy II MD

    BOC SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Armando F Vidal MD

    BOS CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Adolph J Yates MD

    BOS CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael P Bolognesi MD

    BOS SECRETARY

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 1 related
  • Monica M Payares MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Chad A Kruger MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Evalina Burger MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Toni M McLaurin MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa N Masters

    LAY MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Thomas E Arend Jr

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $1,010,106
    From this org
    $0
    From related orgs
    $944,865
    Other
    $65,241
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $783,523 related
    Bonus
    $0 + $158,570 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $1,010,106 related
  • Konstantinos T Damalas

    CHIEF OPERATING OFFICER

    Total calculated
    $688,331
    From this org
    $0
    From related orgs
    $626,591
    Other
    $61,740
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $476,675 related
    Bonus
    $0 + $148,950 related
    Other
    $0 + $966 related
    Deferred
    $0 + $29,499 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $688,331 related
  • Anna Salt Troise

    CHIEF COMMERICAL OFFICER

    Total calculated
    $560,813
    From this org
    $0
    From related orgs
    $500,899
    Other
    $59,914
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,395 related
    Bonus
    $0 + $88,084 related
    Other
    $0 + $420 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $560,813 related
  • Nathan T Glusenkamp

    CHIEF QUALITY & REGISTRIES

    Total calculated
    $474,657
    From this org
    $0
    From related orgs
    $409,416
    Other
    $65,241
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $366,318 related
    Bonus
    $0 + $42,678 related
    Other
    $0 + $420 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $474,657 related
  • Laura F Abrahams

    CHIEF HUMAN RESOURCE OFFIC

    Total calculated
    $351,487
    From this org
    $0
    From related orgs
    $293,083
    Other
    $58,404
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,635 related
    Bonus
    $0 + $30,482 related
    Other
    $0 + $966 related
    Deferred
    $0 + $26,163 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $351,487 related
  • Melissa A Young

    GENERAL COUNSEL

    Total calculated
    $428,573
    From this org
    $0
    From related orgs
    $363,332
    Other
    $65,241
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $351,294 related
    Bonus
    $0 + $10,232 related
    Other
    $0 + $1,806 related
    Deferred
    $0 + $33,000 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $428,573 related
  • Benjamin Harkinson

    COMMERCIAL SOLUTIONS DIREC

    Total calculated
    $329,332
    From this org
    $0
    From related orgs
    $271,261
    Other
    $58,071
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,302 related
    Bonus
    $0 + $12,539 related
    Other
    $0 + $420 related
    Deferred
    $0 + $25,830 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $329,332 related
  • Anthony Priore

    CHIEF MARKETING AND COMMUN

    Total calculated
    $311,690
    From this org
    $0
    From related orgs
    $260,668
    Other
    $51,022
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $241,084 related
    Bonus
    $0 + $16,384 related
    Other
    $0 + $3,200 related
    Deferred
    $0 + $24,108 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $311,690 related
  • Susan A McSorley

    LIVE EVENTS VICE PRESIDENT

    Total calculated
    $310,502
    From this org
    $0
    From related orgs
    $259,343
    Other
    $51,159
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,448 related
    Bonus
    $0 + $14,123 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $24,245 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $310,502 related
  • Hans J Koelsch

    PUBLICATIONS DIRECTOR

    Total calculated
    $295,174
    From this org
    $0
    From related orgs
    $244,747
    Other
    $50,427
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $235,127 related
    Bonus
    $0 + $6,848 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $23,513 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $295,174 related
  • Donna J Malert

    GOVERNANCE DIRECTOR

    Total calculated
    $267,640
    From this org
    $0
    From related orgs
    $223,493
    Other
    $44,147
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,625 related
    Bonus
    $0 + $5,843 related
    Other
    $0 + $17,025 related
    Deferred
    $0 + $20,062 related
    Nontaxable benefits
    $0 + $24,085 related
    Filer's total
    $0 + $267,640 related
  • Todd R Applebaum

    STRATEGIC PLANNING & PERFO

    Total calculated
    $268,518
    From this org
    $0
    From related orgs
    $215,777
    Other
    $52,741
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,999 related
    Bonus
    $0 + $10,148 related
    Other
    $0 + $630 related
    Deferred
    $0 + $20,500 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $268,518 related
  • Rachel M Bowers

    FINANCE DIRECTOR

    Total calculated
    $327,901
    From this org
    $0
    From related orgs
    $271,460
    Other
    $56,441
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,000 related
    Bonus
    $0 + $29,040 related
    Other
    $0 + $420 related
    Deferred
    $0 + $24,200 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $327,901 related
  • Scott Livingston

    IT OPERATIONS & SUPPORT DI

    Total calculated
    $281,063
    From this org
    $0
    From related orgs
    $226,342
    Other
    $54,721
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $219,753 related
    Bonus
    $0 + $5,959 related
    Other
    $0 + $630 related
    Deferred
    $0 + $22,480 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $281,063 related
  • Jayson N Murray

    CLINICAL QUALITY AND VALUE

    Total calculated
    $229,656
    From this org
    $0
    From related orgs
    $210,910
    Other
    $18,746
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,462 related
    Bonus
    $0 + $21,558 related
    Other
    $0 + $1,890 related
    Deferred
    $0 + $18,746 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $229,656 related
  • Reagan L Bayer

    REGISTRIES DIRECTOR

    Total calculated
    $242,619
    From this org
    $0
    From related orgs
    $196,682
    Other
    $45,937
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,227 related
    Bonus
    $0 + $5,541 related
    Other
    $0 + $914 related
    Deferred
    $0 + $19,023 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $242,619 related
  • Brian N Moore

    LEARNING & PRACTICE DIRECT

    Total calculated
    $249,453
    From this org
    $0
    From related orgs
    $199,269
    Other
    $50,184
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $189,479 related
    Bonus
    $0 + $9,198 related
    Other
    $0 + $592 related
    Deferred
    $0 + $17,943 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $249,453 related
  • Lise Puckorius Olc

    OLC CHIEF EXECUTIVE OFFICE

    Total calculated
    $319,536
    From this org
    $0
    From related orgs
    $266,952
    Other
    $52,584
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $256,703 related
    Bonus
    $0 + $7,477 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $25,670 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $319,536 related
  • Lane Compton

    PROJECT MANAGEMENT OFFICE DIRECTOR

    Total calculated
    $231,452
    From this org
    $0
    From related orgs
    $181,332
    Other
    $50,120
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,995 related
    Bonus
    $0
    Other
    $0 + $337 related
    Deferred
    $0 + $17,879 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $231,452 related
  • Paul Zemaitis

    LIVE EVENTS DIRECTOR

    Total calculated
    $215,453
    From this org
    $0
    From related orgs
    $181,838
    Other
    $33,615
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $172,000 related
    Bonus
    $0 + $8,520 related
    Other
    $0 + $1,318 related
    Deferred
    $0 + $17,850 related
    Nontaxable benefits
    $0 + $15,765 related
    Filer's total
    $0 + $215,453 related
  • Catherine A Boudreaux Hayes

    SENIOR GOVERNMENT RELATION

    Total calculated
    $236,055
    From this org
    $0
    From related orgs
    $185,793
    Other
    $50,262
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,208 related
    Bonus
    $0 + $5,249 related
    Other
    $0 + $336 related
    Deferred
    $0 + $18,021 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $236,055 related
  • Shreyasi Deb

    SR MANAGER HEALTH POLICY

    Total calculated
    $232,148
    From this org
    $0
    From related orgs
    $182,251
    Other
    $49,897
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,561 related
    Bonus
    $0 + $5,143 related
    Other
    $0 + $547 related
    Deferred
    $0 + $17,656 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $232,148 related
  • Shobha Ravikumar

    SR ENGINEERING DIRECTOR

    Total calculated
    $281,739
    From this org
    $0
    From related orgs
    $227,245
    Other
    $54,494
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,525 related
    Bonus
    $0 + $4,300 related
    Other
    $0 + $420 related
    Deferred
    $0 + $22,253 related
    Nontaxable benefits
    $0 + $32,241 related
    Filer's total
    $0 + $281,739 related
  • Scott Haskins

    IT OPERATIONS & SUPPORT DIRECTOR

    Total calculated
    $257,409
    From this org
    $0
    From related orgs
    $211,429
    Other
    $45,980
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,750 related
    Bonus
    $0 + $21,000 related
    Other
    $0 + $1,679 related
    Deferred
    $0 + $19,066 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $257,409 related
  • Rebecca Bonds

    DATA MANAGEMENT & BI DIRECTOR

    Total calculated
    $210,610
    From this org
    $0
    From related orgs
    $183,067
    Other
    $27,543
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,215 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $2,352 related
    Deferred
    $0 + $17,322 related
    Nontaxable benefits
    $0 + $10,221 related
    Filer's total
    $0 + $210,610 related
  • Graham H Newson Retired

    GOVERNMENT RELATIONS VP

    Total calculated
    $358,311
    From this org
    $0
    From related orgs
    $302,337
    Other
    $55,974
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $290,598 related
    Bonus
    $0 + $8,539 related
    Other
    $0 + $3,200 related
    Deferred
    $0 + $29,060 related
    Nontaxable benefits
    $0 + $26,914 related
    Filer's total
    $0 + $358,311 related
  • John Thomas King Retired

    CHIEF INFORMATION OFFICER

    Total calculated
    $203,954
    From this org
    $0
    From related orgs
    $177,721
    Other
    $26,233
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,800 related
    Bonus
    $0 + $20,398 related
    Other
    $0 + $523 related
    Deferred
    $0 + $7,426 related
    Nontaxable benefits
    $0 + $18,807 related
    Filer's total
    $0 + $203,954 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

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1b · Written policy on the line-1a expenses
  • 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
COMPENSATION REVIEW PROCEDURES ARE PERFORMED BY A RELATED ORGANIZATION, THE AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. A COMPENSATION COMMITTEE IS DESIGNATED BY THE VOTING MEMBERS OF THE GOVERNING BODY AND IS CHARGED WITH DEVELOPING AND NEGOTIATING THE TERMS OF EMPLOYMENT AND ESTABLISHING THE TOTAL COMPENSATION PACKAGE FOR THE CHIEF EXECUTIVE OFFICER. AN EVALUATION PROCESS IS COMPLETED ANNUALLY AND A RECOMMENDATION IS MADE REGARDING COMPENSATION THAT IS SENT TO THE BOARD FOR APPROVAL.

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

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 ACADEMY OF ORTHOPAEDIC SURGEONS

    501(C)(3) · SERVE THE PROFESSION OF ORTHOPAEDIC SURGERY · IL · controlled entity

  • POLITICAL ACTION COMMITTEE OF AAOS

    527 · POLITICAL CAMPAIGN ACTIVITIES · DC · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
29 October 2024
IRS schema version
2023v5.1
Source object
202443039349302174

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.