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← AMERICAN ORTHOPAEDIC ASSOCIATION

Form 990 for tax year 2024

Filed by AMERICAN ORTHOPAEDIC ASSOCIATION.

Totals

Total revenue
$4,939,397
Total expenses
$4,255,407
Contributions and grants received
$2,501,126
Grants paid
$0
Program service revenue
$1,519,923
Investment income
$918,348
Other revenue
$0
Total assets, end of year
$18,645,600
Total liabilities, end of year
$1,650,438
Net assets or fund balances, end of year
$16,995,162
Program services expenses (Part IX)
$3,273,954
Management and general expenses
$954,699
Fundraising expenses
$26,754
Program service expenses (Part III)
$3,273,954

Program services were 76.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

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.

  • 1b · Membership dues

    $1,260,723

  • 1f · All other contributions, gifts and grants

    $1,240,403

  • 1g · Noncash contributions included above

    $11,765

  • 2a · Program service revenue: ANNUAL MEETING

    total $487,419 · related or exempt $487,419

  • 2b · Program service revenue: ACADEMIC LEADERSHIP

    total $343,120 · related or exempt $343,120

  • 2c · Program service revenue: OWN THE BONE

    total $271,874 · related or exempt $271,874

  • 2d · Program service revenue: RESIDENT LEADERSHIP PROGRAM

    total $164,398 · related or exempt $164,398

  • 2e · Program service revenue: LEADERSHIP DEVELOPMENT

    total $121,851 · related or exempt $121,851

  • 2f · All other program service revenue

    total $131,261 · related or exempt $131,261

  • 3 · Investment income

    total $375,189 · excluded $375,189

  • 7a · Gross sales of assets other than inventory

    securities $2,694,969

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

    securities $2,151,810

  • 7c · Gain or loss

    securities $543,159

  • 7d · Net gain or loss

    total $543,159 · excluded $543,159

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $706,064 · program services $599,050 · management and general $107,014

  • 7 · Other salaries and wages

    total $1,167,223 · program services $986,943 · management and general $180,280

  • 8 · Pension plan contributions

    total $75,918 · program services $61,781 · management and general $14,137

  • 9 · Other employee benefits

    total $192,283 · program services $156,477 · management and general $35,806

  • 10 · Payroll taxes

    total $157,136 · program services $128,396 · management and general $28,740

  • 11b · Fees: legal

    total $15,781 · program services $12,916 · management and general $2,865

  • 11c · Fees: accounting

    total $32,563 · management and general $32,563

  • 11f · Fees: investment management

    total $61,675 · management and general $61,675

  • 11g · Fees: other

    total $204,295 · program services $195,387 · management and general $5,048 · fundraising $3,860

  • 12 · Advertising and promotion

    total $104,894 · program services $54,376 · management and general $43,732 · fundraising $6,786

  • 13 · Office expenses

    total $72,667 · program services $44,666 · management and general $23,931 · fundraising $4,070

  • 14 · Information technology

    total $192,261 · program services $149,057 · management and general $43,204

  • 16 · Occupancy

    total $191,375 · program services $114,825 · management and general $76,550

  • 17 · Travel

    total $126,697 · program services $62,306 · management and general $63,646 · fundraising $745

  • 19 · Conferences, conventions and meetings

    total $525,266 · program services $508,240 · management and general $11,447 · fundraising $5,579

  • 22 · Depreciation, depletion and amortization

    total $130,088 · management and general $130,088

  • 23 · Insurance

    total $42,292 · program services $25,075 · management and general $17,217

  • 24a · Other expenses: MEMBERSHIP SYSTEM

    total $93,959 · program services $64,308 · management and general $29,651

  • 24b · Other expenses: MISCELLANEOUS EXPENSE

    total $86,694 · program services $33,875 · management and general $47,105 · fundraising $5,714

  • 24c · Other expenses: JOURNAL EXPENSE

    total $76,276 · program services $76,276

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $560,213 · end of year $667,889

  • 3 · Pledges and grants receivable

    beginning of year $568,446 · end of year $624,838

  • 4 · Accounts receivable

    beginning of year $285,390 · end of year $239,887

  • 9 · Prepaid expenses and deferred charges

    beginning of year $137,695 · end of year $148,316

  • 10a · Land, buildings and equipment: cost or other basis

    $831,319

  • 10b · Land, buildings and equipment: accumulated depreciation

    $153,636

  • 10c · Land, buildings and equipment, net

    beginning of year $560,396 · end of year $677,683

  • 11 · Investments: publicly traded securities

    beginning of year $13,768,472 · end of year $14,542,041

  • 14 · Intangible assets

    beginning of year $218,086 · end of year $191,998

  • 15 · Other assets

    beginning of year $836,591 · end of year $1,552,948

  • 17 · Accounts payable and accrued expenses

    beginning of year $391,395 · end of year $383,653

  • 19 · Deferred revenue

    beginning of year $109,580 · end of year $37,198

  • 25 · Other liabilities

    beginning of year $705,907 · end of year $1,229,587

  • 27 · Net assets without donor restrictions

    beginning of year $6,223,181 · end of year $6,840,324

  • 28 · Net assets with donor restrictions

    beginning of year $9,505,226 · end of year $10,154,838

Mission and programs · 2024

Mission

ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE.

  • ANNUAL MEETING - MEMBERS ATTEND VARIOUS SCIENTIFIC PRESENTATIONS AND DISCUSSIONS OF CURRENT ISSUES. ADDITIONALLY, INDUSTRY SPONSORSHIPS OF $69,000 AND INDIVIDUAL CONTRIBUTIONS OF $26,500 WERE RECEIVED TO SUPPORT ORTHOPAEDIC CRITICAL ISSUES ADDRESSED AT THIS PROGRAM.

    Expenses $534,951 · Revenue $487,419

  • OWN THE BONE IS A WEB-BASED QUALITY IMPROVEMENT PROGRAM DESIGNED TO IMPROVE THE DIAGNOSIS AND MANAGEMENT OF PATIENTS' BONE HEALTH AFTER SUFFERING FRAGILITY FRACTURES. ADDITIONALLY, INDUSTRY GRANTS OF $167,534 AND INDIVIDUAL CONTRIBUTIONS OF $16,710 WERE RECEIVED TO SUPPORT THIS PROGRAM.

    Expenses $432,382 · Revenue $271,874

  • THE AOA OFFERS LEADERSHIP DEVELOPMENT OFFERINGS TO ORTHOPAEDIC SURGEONS INCLUDING APEX: IN 2024, AOA COLLABORATED WITH USC TO OFFER 2, MULTI-DAY LEADERSHIP DEVELOPMENT OFFERINGS IN DIFFERENT REGIONS OF THE COUNTRY. ADDITIONALLY, INDIVIDUAL CONTRIBUTIONS OF $19,400 WERE RECEIVED TO SUPPORT LEADERSHIP DEVELOPMENT PROGRAMS.

    Expenses $286,989 · Revenue $121,851

  • ACADEMICS IS COMPRISED OF THE CORD/ACADEMICS COMMITTEE AND THE COUNCIL ON ORTHOPAEDIC RESIDENCY DIRECTORS, AND EXPENSES ASSOCIATED TO THIS AREA RELATED TO COMMITTEE MEETINGS AND EDUCATION ACTIVITIES. ADDITIONALLY, INDUSTRY SPONSORSHIPS OF $35,000 AND INDIVIDUAL CONTRIBUTIONS OF $177,973 WERE RECEIVED TO SUPPORT THESE PROGRAMS.

    Expenses $364,422 · Revenue $343,120

  • RESIDENT LEADERSHIP ACTIVITIES - INDUSTRY SPONSORSHIPS OF $25,0000 AND INDIDIVUDAL CONTRIBUTIONS OF $22,750 WERE RECEIVED TO SUPPORT THE RESIDENT LEADERSHIP FORUM.

    Expenses $134,927 · Revenue $164,398

  • TRAVELING FELLOWSHIPS RECOGNIZES YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFYING AND PROMOTING THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY. INDIVIDUAL CONTRIBUTIONS OF $122,164 WERE RECEIVED TO SUPPORT THIS PROGRAM.

    Expenses $112,329

  • EMERGING LEADERS PROGRAM RECOGNIZES YOUNG LEADERS FOR THEIR EARLY CONTRIBUTIONS TO ORTHOPAEDICS, IDENTIFIES, DEVELOPS AND PROMOTES THEIR LEADERSHIP SKILLS TO THE BROADER ORTHOPAEDIC COMMUNITY AND SUPPORTS EDUCATIONAL GROWTH AND EXCHANGE OF INFORMATION. INDUSTRY GRANTS OF $5,000 AND INDIVIDUAL CONTRIBUTIONS OF $156,217 WERE RECEIVED TO SUPPORT THIS PROGRAM.

    Expenses $102,700 · Revenue $110,321

  • OTHER PROGRAMS - INDUSTRY GRANTS OF $13,127 AND INDIVIDUAL CONTRIBUTIONS OF $384,028 WERE RECEIVED TO SUPPORT THESE PROGRAMS.

    Expenses $1,305,254 · Revenue $20,940

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Alexander Ghanayem MD Faoa

    PRESIDENT (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Kyle J Jeray MD Faoa

    FIRST PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    2

  • Rex C Haydon MD PhD Faoa

    SECRETARY (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Keith Kenter MD Faoa

    SECRETARY (24-25)

    Total calculated
    $0
    Hours/week
    2

  • April Armstrong MD Faoa

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Ann E Van Heest MD Faoa

    FIRST PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Wayne J Sebastianelli MD Faoa

    SECOND PAST PRESIDENT (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Stephen L Kates MD Faoa

    SECOND PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    2

  • Serena S Hu MD Faoa

    SECOND PAST PRESIDENT (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Joshua C Patt MD MPH Faoa

    CRITICAL ISSUES/ED PROG CH

    Total calculated
    $0
    Hours/week
    2

  • Christopher Dy MD Faoa Facs MPH

    DELEGATE-AT-LARGE (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Aaron Brandt MD

    EMERGING LEADER DELEGATE (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Michael A Simon MD Faoa

    HISTORIAN

    Total calculated
    $0
    Hours/week
    2

  • Tessa Balach MD Faoa

    DELEGATE-AT-LARGE (24-25)

    Total calculated
    $0
    Hours/week
    2

  • S Trent Guthrie MD Faoa

    CORD/ACADEMICS CHAIR (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Jonathan P Braman MD Mha Faoa

    LEADERSHIP/FELLOWSHIPCHAIR (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Dane Salazar MD Faoa

    PROGRAM CHAIR (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Matthew R Schmitz MD Faoa

    LEADERSHIP/FELLOWSHIPCHAI

    Total calculated
    $0
    Hours/week
    2

  • Lee R Leddy MD Faoa

    MEMBERSHIP CHAIR (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Vincent D Pellegrini Jr MD Faoa

    DEV/DONOR SPT CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Hassan Mir MD Faoa Facs MBA

    DELEGATE-AT-LARGE (24-25)

    Total calculated
    $0
    Hours/week
    2

  • Gregory J Della Rocca MD Faoa Fac

    MEMBERSHIP CHAIR (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Mark Peterson

    LAY DELEGATE

    Total calculated
    $0
    Hours/week
    2

  • Kevin L Kirk Do Faoa

    OWN THE BONE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Lattanza MD Faoa

    PROGRAM CHAIR (23-24)

    Total calculated
    $0
    Hours/week
    2

  • Jeffry Gei-Hun Stepan MD

    EMERGING LEADER DELEGATE

    Total calculated
    $0
    Hours/week
    2

  • Kristin Olds Glavin Esq

    EXECUTIVE DIRECTOR

    Total calculated
    $514,201
    From this org
    $401,085
    From related orgs
    $37,235
    Other
    $75,881
    Hours/week
    37.5 + 5 related

    Schedule J breakdown matched by us

    Base
    $352,681 + $37,235 related
    Bonus
    $48,404
    Other
    $0
    Deferred
    $39,673
    Nontaxable benefits
    $36,208
    Filer's total
    $476,966 + $37,235 related

  • Jodene Brown

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $229,099
    From this org
    $207,719
    From related orgs
    $0
    Other
    $21,380
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $194,719
    Bonus
    $13,000
    Other
    $0
    Deferred
    $21,380
    Nontaxable benefits
    $0
    Filer's total
    $229,099

  • Kerry A Lennon

    BUSINESS ANALYST & TECHNOLOGY MANAGER

    Total calculated
    $150,764
    From this org
    $125,406
    From related orgs
    $0
    Other
    $25,358
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $116,406
    Bonus
    $9,000
    Other
    $0
    Deferred
    $12,798
    Nontaxable benefits
    $12,560
    Filer's total
    $150,764

  • Sarah Murphy

    SENIOR PROGRAM DIRECTOR

    Total calculated
    $142,905
    From this org
    $128,680
    From related orgs
    $0
    Other
    $14,225
    Hours/week
    37.5

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

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2024
Filed
22 July 2025
IRS schema version
2024v5.2
Source object
202522249349302252

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