Form 990 for tax year 2024
Filed by AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA.
Totals
- Total revenue
- $25,854,762
- Total expenses
- $27,458,717
- Contributions and grants received
- $1,448,323
- Grants paid
- $20,653,131
- Program service revenue
- $23,507,326
- Investment income
- $899,113
- Other revenue
- $0
- Total assets, end of year
- $21,374,711
- Total liabilities, end of year
- $9,522,213
- Net assets or fund balances, end of year
- $11,852,498
- 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.
-
1f · All other contributions, gifts and grants
$1,448,323
-
2a · Program service revenue: MEMBERSHIP REVENUE
total $22,939,352 · related or exempt $22,939,352
-
2b · Program service revenue: PUBLICATION REVENUE
total $401,370 · unrelated business $401,370
-
2c · Program service revenue: OTHER PROGRAM REVENUE
total $166,604 · related or exempt $166,604
-
3 · Investment income
total $841,099 · excluded $841,099
-
7a · Gross sales of assets other than inventory
securities $1,957,377
-
7b · Less cost or other basis and sales expenses
securities $1,899,363
-
7c · Gain or loss
securities $58,014
-
7d · Net gain or loss
total $58,014 · excluded $58,014
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $20,653,131
-
5 · Compensation of officers, directors and key employees
total $931,075
-
7 · Other salaries and wages
total $1,640,346
-
8 · Pension plan contributions
total $111,177
-
9 · Other employee benefits
total $404,575
-
10 · Payroll taxes
total $130,322
-
11b · Fees: legal
total $290,119
-
11e · Fees: professional fundraising services
total $33,328
-
11f · Fees: investment management
total $518,269
-
11g · Fees: other
total $776,677
-
12 · Advertising and promotion
total $119,078
-
13 · Office expenses
total $228,790
-
14 · Information technology
total $185,091
-
16 · Occupancy
total $362,989
-
17 · Travel
total $308,313
-
19 · Conferences, conventions and meetings
total $210,811
-
24a · Other expenses: PRINTING AND PUBLICATIO
total $339,769
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $209,171
-
24e · All other expenses
total $5,686
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $18,549,333 · end of year $10,504,207
-
4 · Accounts receivable
beginning of year $167,966 · end of year $57,081
-
9 · Prepaid expenses and deferred charges
beginning of year $292,801 · end of year $360,228
-
11 · Investments: publicly traded securities
beginning of year $5,872,164 · end of year $10,425,483
-
15 · Other assets
beginning of year $0 · end of year $27,712
-
17 · Accounts payable and accrued expenses
beginning of year $235,965 · end of year $121,921
-
19 · Deferred revenue
beginning of year $10,391,419 · end of year $9,400,292
-
27 · Net assets without donor restrictions
beginning of year $13,732,823 · end of year $11,409,799
-
28 · Net assets with donor restrictions
beginning of year $522,057 · end of year $442,699
Mission and programs · 2024
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.
As filed on the 2024 return.
Listed in Part VII
-
PAUL TORNETTA III MD
PRESIDENT
- Total calculated
- $110,417
- From this org
- $0
- From related orgs
- $110,417
- Other
- $0
- Hours/week
- 7.5 + 7.5 related
-
ANNUNZIATO AMENDOLA MD
FIRST VICE-PRESIDENT
- Total calculated
- $65,833
- From this org
- $0
- From related orgs
- $65,833
- Other
- $0
- Hours/week
- 5 + 5 related
-
WILFORD K GIBSON MD
SECOND VICE-PRESIDENT
- Total calculated
- $34,027
- From this org
- $0
- From related orgs
- $34,027
- Other
- $0
- Hours/week
- 5 + 5 related
-
KEVIN J BOZIC MD
PAST PRESIDENT
- Total calculated
- $98,319
- From this org
- $0
- From related orgs
- $98,319
- Other
- $0
- Hours/week
- 2.5 + 2.5 related
-
MICHAEL L PARKS MD
TREASURER
- Total calculated
- $0
- Hours/week
- 1.5 + 1.5 related
-
JOEL L MAYERSON
BOC CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHAEL J LEDDY III MD
BOC CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JAMES W BARBER
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
-
JULIE B SAMORA MD
BOS SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MONICA M PAYARES MD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
SEAN TABAIE 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
-
JOHN T GILL 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
-
LILLY MARKS
LAY MEMBER
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MININDER S KOCHER MD
TREASURER ELECT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
THOMAS E AREND JR
CHIEF EXECUTIVE OFFICER
- Total calculated
- $1,037,016
- From this org
- $0
- From related orgs
- $966,506
- Other
- $70,510
- Hours/week
- 40 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $807,029 related
- Bonus
- $0 + $156,705 related
- Other
- $0 + $2,772 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $1,037,016 related
-
KONSTANTINOS T DAMALAS
CHIEF OPERATING OFFICER
- Total calculated
- $611,685
- From this org
- $0
- From related orgs
- $541,175
- Other
- $70,510
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $501,275 related
- Bonus
- $0 + $38,934 related
- Other
- $0 + $966 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $611,685 related
-
ANNA SALT TROISE
CHIEF COMMERICAL OFFICER
- Total calculated
- $522,949
- From this org
- $0
- From related orgs
- $458,389
- Other
- $64,560
- Hours/week
- 40 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $424,767 related
- Bonus
- $0 + $32,992 related
- Other
- $0 + $630 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $522,949 related
-
NATHAN T GLUSENKAMP
CHIEF QUALITY & REGISTRIES OFFICER
- Total calculated
- $477,543
- From this org
- $0
- From related orgs
- $407,033
- Other
- $70,510
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $377,308 related
- Bonus
- $0 + $29,305 related
- Other
- $0 + $420 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $477,543 related
-
LAURA F ABRAHAMS
CHIEF HUMAN RESOURCE OFFICER
- Total calculated
- $354,339
- From this org
- $0
- From related orgs
- $291,381
- Other
- $62,958
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $269,484 related
- Bonus
- $0 + $20,931 related
- Other
- $0 + $966 related
- Deferred
- $0 + $26,948 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $354,339 related
-
MELISSA A YOUNG
GENERAL COUNSEL
- Total calculated
- $444,688
- From this org
- $0
- From related orgs
- $374,178
- Other
- $70,510
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $361,833 related
- Bonus
- $0 + $10,539 related
- Other
- $0 + $1,806 related
- Deferred
- $0 + $34,500 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $444,688 related
-
SCOTT LIVINGSTON
CHIEF INFORMATION OFFICER
- Total calculated
- $284,271
- From this org
- $0
- From related orgs
- $231,619
- Other
- $52,652
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $220,974 related
- Bonus
- $0 + $9,800 related
- Other
- $0 + $845 related
- Deferred
- $0 + $19,643 related
- Nontaxable benefits
- $0 + $33,009 related
- Filer's total
- $0 + $284,271 related
-
BENJAMIN HARKINSON
COMMERCIAL SOLUTIONS DIRECTOR
- Total calculated
- $336,835
- From this org
- $0
- From related orgs
- $274,220
- Other
- $62,615
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $266,051 related
- Bonus
- $0 + $7,749 related
- Other
- $0 + $420 related
- Deferred
- $0 + $26,605 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $336,835 related
-
ANTHONY PRIORE
CHIEF MARKETING AND COMMUNICATIONS OFFICER
- Total calculated
- $319,547
- From this org
- $0
- From related orgs
- $264,655
- Other
- $54,892
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $248,316 related
- Bonus
- $0 + $13,139 related
- Other
- $0 + $3,200 related
- Deferred
- $0 + $24,832 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $319,547 related
-
MARY L SHOAF ASSOC
GOVERNANCE DIRECTOR
- Total calculated
- $258,886
- From this org
- $0
- From related orgs
- $228,675
- Other
- $30,211
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $227,396 related
- Bonus
- $0
- Other
- $0 + $1,279 related
- Deferred
- $0 + $22,125 related
- Nontaxable benefits
- $0 + $8,086 related
- Filer's total
- $0 + $258,886 related
-
HANS J KOELSCH
PUBLICATIONS DIRECTOR
- Total calculated
- $311,198
- From this org
- $0
- From related orgs
- $256,920
- Other
- $54,278
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $242,181 related
- Bonus
- $0 + $9,405 related
- Other
- $0 + $5,334 related
- Deferred
- $0 + $24,218 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $311,198 related
-
DONNA J MALERT
CHIEF GOVERNANCE OFFICER
- Total calculated
- $278,956
- From this org
- $0
- From related orgs
- $231,366
- Other
- $47,590
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $206,643 related
- Bonus
- $0 + $6,019 related
- Other
- $0 + $18,704 related
- Deferred
- $0 + $20,664 related
- Nontaxable benefits
- $0 + $26,926 related
- Filer's total
- $0 + $278,956 related
-
TODD R APPLEBAUM
STRATEGIC PLANNING & PERFORMANCE MGMT DIRECTOR
- Total calculated
- $285,304
- From this org
- $0
- From related orgs
- $228,179
- Other
- $57,125
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $211,149 related
- Bonus
- $0 + $16,400 related
- Other
- $0 + $630 related
- Deferred
- $0 + $21,115 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $285,304 related
-
RACHEL M BOWERS
FINANCE DIRECTOR
- Total calculated
- $339,656
- From this org
- $0
- From related orgs
- $278,720
- Other
- $60,936
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $249,260 related
- Bonus
- $0 + $29,040 related
- Other
- $0 + $420 related
- Deferred
- $0 + $24,926 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $339,656 related
-
JAYSON N MURRAY
CLINICAL QUALITY AND VALUE DIRECTOR
- Total calculated
- $221,783
- From this org
- $0
- From related orgs
- $202,474
- Other
- $19,309
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $193,086 related
- Bonus
- $0 + $7,498 related
- Other
- $0 + $1,890 related
- Deferred
- $0 + $19,309 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $221,783 related
-
REAGAN L BAYER
REGISTRIES OPERATIONS DIRECTOR
- Total calculated
- $254,110
- From this org
- $0
- From related orgs
- $204,457
- Other
- $49,653
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $195,934 related
- Bonus
- $0 + $7,609 related
- Other
- $0 + $914 related
- Deferred
- $0 + $19,593 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $254,110 related
-
BRIAN N MOORE
LEARNING & PRACTICE DIRECTOR
- Total calculated
- $266,439
- From this org
- $0
- From related orgs
- $210,913
- Other
- $55,526
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $195,163 related
- Bonus
- $0 + $15,158 related
- Other
- $0 + $592 related
- Deferred
- $0 + $19,516 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $266,439 related
-
LISE PUCKORIUS OLC
OLC CHIEF EXECUTIVE OFFICER
- Total calculated
- $331,377
- From this org
- $0
- From related orgs
- $274,877
- Other
- $56,500
- Hours/week
- 0.5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $264,404 related
- Bonus
- $0 + $7,701 related
- Other
- $0 + $2,772 related
- Deferred
- $0 + $26,440 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $331,377 related
-
LANE COMPTON
PROJECT MANAGEMENT OFFICE DIRECTOR
- Total calculated
- $249,206
- From this org
- $0
- From related orgs
- $195,120
- Other
- $54,086
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $180,756 related
- Bonus
- $0 + $14,039 related
- Other
- $0 + $325 related
- Deferred
- $0 + $18,076 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $249,206 related
-
PAUL ZEMAITIS
LIVE EVENTS DIRECTOR
- Total calculated
- $253,361
- From this org
- $0
- From related orgs
- $198,296
- Other
- $55,065
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $190,550 related
- Bonus
- $0 + $7,400 related
- Other
- $0 + $346 related
- Deferred
- $0 + $19,055 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $253,361 related
-
SCOTT HASKINS
IT OPERATIONS & SUPPORT DIRECTOR
- Total calculated
- $287,478
- From this org
- $0
- From related orgs
- $236,406
- Other
- $51,072
- Hours/week
- 30 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $210,120 related
- Bonus
- $0 + $24,480 related
- Other
- $0 + $1,806 related
- Deferred
- $0 + $21,012 related
- Nontaxable benefits
- $0 + $30,060 related
- Filer's total
- $0 + $287,478 related
-
CATHERINE A BOUDREAUX HAYES
SENIOR GOVERNMENT RELATIONS DIRECTOR
- Total calculated
- $355,139
- From this org
- $0
- From related orgs
- $299,068
- Other
- $56,071
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $284,278 related
- Bonus
- $0 + $14,417 related
- Other
- $0 + $373 related
- Deferred
- $0 + $18,561 related
- Nontaxable benefits
- $0 + $37,510 related
- Filer's total
- $0 + $355,139 related
-
MEGAN DRUMM
MARKETING DIRECTOR
- Total calculated
- $197,473
- From this org
- $0
- From related orgs
- $180,886
- Other
- $16,587
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $165,871 related
- Bonus
- $0 + $13,270 related
- Other
- $0 + $1,745 related
- Deferred
- $0 + $16,587 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $197,473 related
-
SHOBHA RAVIKUMAR
SR ENGINEERING DIRECTOR
- Total calculated
- $300,790
- From this org
- $0
- From related orgs
- $241,860
- Other
- $58,930
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $229,201 related
- Bonus
- $0 + $12,239 related
- Other
- $0 + $420 related
- Deferred
- $0 + $22,920 related
- Nontaxable benefits
- $0 + $36,010 related
- Filer's total
- $0 + $300,790 related
-
REBECCA BONDS
DATA MANAGEMENT & BI DIRECTOR
- Total calculated
- $215,216
- From this org
- $0
- From related orgs
- $185,960
- Other
- $29,256
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $178,412 related
- Bonus
- $0 + $5,196 related
- Other
- $0 + $2,352 related
- Deferred
- $0 + $17,841 related
- Nontaxable benefits
- $0 + $11,415 related
- Filer's total
- $0 + $215,216 related
-
GRAHAM H NEWSON RETIRED
GOVERNMENT RELATIONS VP
- Total calculated
- $152,004
- From this org
- $0
- From related orgs
- $152,004
- Other
- $0
- Hours/week
- 45 + 5 related
Schedule J breakdown matched by us
- Base
- $0 + $152,004 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $152,004 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
-
AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
$20,563,131
GENERAL SUPPORT
-
$15,000
GENERAL SUPPORT
-
NEW JERSEY ORTHOPAEDIC SOCIETY
$10,000
GENERAL SUPPORT
-
ORTHOPAEDIC SOCETY OF OKLAHOMA
$10,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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
- 2024
- Filed
- 11 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533169349304733
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