Skip to content
Nonprofiteer
← AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA

Form 990 for tax year 2022

Filed by AMERICAN ASSOCIATION OF ORTHOPAEDIC SURGEONS OF AMERICA.

Totals

Total revenue
$25,107,886
Total expenses
$21,412,902
Contributions and grants received
$1,834,045
Grants paid
$14,742,721
Program service revenue
$22,890,446
Investment income
$208,395
Other revenue
$175,000
Total assets, end of year
$22,250,057
Total liabilities, end of year
$11,322,177
Net assets or fund balances, end of year
$10,927,880
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$6,670,179

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

    $1,834,045

  • 2a · Program service revenue: MEMBERSHIP REVENUE

    total $22,718,251 · related or exempt $22,718,251

  • 2b · Program service revenue: OTHER PROGRAM REVENUE

    total $153,320 · related or exempt $153,320

  • 2c · Program service revenue: PUBLICATION REVENUE

    total $18,875 · related or exempt $18,875

  • 3 · Investment income

    total $246,201 · excluded $246,201

  • 5 · Royalties

    total $175,000 · unrelated business $175,000

  • 7a · Gross sales of assets other than inventory

    securities $1,235,874

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

    securities $1,273,680

  • 7c · Gain or loss

    securities -$37,806

  • 7d · Net gain or loss

    total -$37,806 · excluded -$37,806

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,742,721

  • 5 · Compensation of officers, directors and key employees

    total $341,008

  • 7 · Other salaries and wages

    total $2,098,640

  • 8 · Pension plan contributions

    total $119,511

  • 9 · Other employee benefits

    total $390,069

  • 10 · Payroll taxes

    total $114,290

  • 11b · Fees: legal

    total $924,277

  • 11e · Fees: professional fundraising services

    total $13,700

  • 11f · Fees: investment management

    total $499,261

  • 11g · Fees: other

    total $333,331

  • 12 · Advertising and promotion

    total $195,174

  • 13 · Office expenses

    total $112,827

  • 14 · Information technology

    total $226,134

  • 16 · Occupancy

    total $469,859

  • 17 · Travel

    total $279,703

  • 19 · Conferences, conventions and meetings

    total $149,040

  • 22 · Depreciation, depletion and amortization

    total $64,028

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $168,460

  • 24b · Other expenses: PRINTING AND PUBLICATIO

    total $130,174

  • 24e · All other expenses

    total $40,695

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $15,125,390 · end of year $16,281,772

  • 4 · Accounts receivable

    beginning of year $385,123 · end of year $121,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $279,292 · end of year $220,814

  • 11 · Investments: publicly traded securities

    beginning of year $5,375,663 · end of year $5,625,889

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,673 · end of year $55,901

  • 19 · Deferred revenue

    beginning of year $11,968,964 · end of year $11,240,815

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $8,745,341 · end of year $10,538,384

  • 28 · Net assets with donor restrictions

    beginning of year $431,490 · end of year $389,496

Mission and programs · 2022

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 $6,670,179 · Grants $14,742,721

As filed on the 2022 return.

Listed in Part VII

  • Felix H Savoie MD

    PRESIDENT

    Total calculated
    $106,665
    From this org
    $0
    From related orgs
    $106,665
    Other
    $0
    Hours/week
    7.5 + 7.5 related
  • Kevin J Bozic MD

    FIRST VICE-PRESIDENT

    Total calculated
    $68,941
    From this org
    $0
    From related orgs
    $68,941
    Other
    $0
    Hours/week
    5 + 5 related
  • Paul Tornetta III MD

    SECOND VICE-PRESIDENT

    Total calculated
    $33,340
    From this org
    $0
    From related orgs
    $33,340
    Other
    $0
    Hours/week
    5 + 5 related
  • Daniel K Guy MD

    PAST PRESIDENT

    Total calculated
    $72,649
    From this org
    $0
    From related orgs
    $72,649
    Other
    $0
    Hours/week
    2.5 + 2.5 related
  • Michael L Parks MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1.5 + 1.5 related
  • Claudette M Lajam MD

    BOC CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Alfonso Mejia MD

    BOC CHAIR-ELECT

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

    BOC SECRETARY

    Total calculated
    $977
    From this org
    $0
    From related orgs
    $977
    Other
    $0
    Hours/week
    1 + 1 related
  • Alexandra E Page MD

    BOS CHAIR

    Total calculated
    $1,319
    From this org
    $0
    From related orgs
    $1,319
    Other
    $0
    Hours/week
    1 + 1 related
  • Armando F Vidal MD

    BOS CHAIR-ELECT

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

    BOS SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lisa N Masters 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
  • Valerae O Lewis MD

    MEMBER AT LARGE

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

    MEMBER AT LARGE

    Total calculated
    $2,018
    From this org
    $0
    From related orgs
    $2,018
    Other
    $0
    Hours/week
    1 + 1 related
  • Karen M Sutton MD

    LAY MEMBER

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

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $968,557
    From this org
    $0
    From related orgs
    $908,051
    Other
    $60,506
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $746,212 related
    Bonus
    $0 + $160,033 related
    Other
    $0 + $1,806 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $968,557 related
  • Konstantinos T Damalas

    CHIEF OPERATING OFFICER

    Total calculated
    $569,972
    From this org
    $0
    From related orgs
    $509,466
    Other
    $60,506
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $472,500 related
    Bonus
    $0 + $36,000 related
    Other
    $0 + $966 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $569,972 related
  • Anna Salt Troise

    CHIEF COMMERICAL OFFICER

    Total calculated
    $521,398
    From this org
    $0
    From related orgs
    $466,131
    Other
    $55,267
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $397,113 related
    Bonus
    $0 + $68,598 related
    Other
    $0 + $420 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $521,398 related
  • Nathan T Glusenkamp

    CHIEF QUALITY & REGISTRIES OFFICER

    Total calculated
    $440,751
    From this org
    $0
    From related orgs
    $380,245
    Other
    $60,506
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,743 related
    Bonus
    $0 + $27,082 related
    Other
    $0 + $420 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $440,751 related
  • Laura F Abrahams

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $323,098
    From this org
    $0
    From related orgs
    $272,247
    Other
    $50,851
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $251,939 related
    Bonus
    $0 + $19,342 related
    Other
    $0 + $966 related
    Deferred
    $0 + $20,845 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $323,098 related
  • Melissa A Young

    GENERAL COUNSEL

    Total calculated
    $413,572
    From this org
    $0
    From related orgs
    $353,066
    Other
    $60,506
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,275 related
    Bonus
    $0 + $12,985 related
    Other
    $0 + $1,806 related
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $413,572 related
  • Graham H Newson

    GOVERNMENT RELATIONS VP

    Total calculated
    $346,661
    From this org
    $0
    From related orgs
    $295,757
    Other
    $50,904
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,296 related
    Bonus
    $0 + $8,127 related
    Other
    $0 + $5,334 related
    Deferred
    $0 + $26,137 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $346,661 related
  • John Thomas King

    CHIEF INFORMATION OFFICER

    Total calculated
    $351,928
    From this org
    $0
    From related orgs
    $296,086
    Other
    $55,842
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,052 related
    Bonus
    $0 + $16,068 related
    Other
    $0 + $966 related
    Deferred
    $0 + $25,836 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $351,928 related
  • Benjamin Harkinson

    COMMERCIAL SOLUTIONS DIRECTOR

    Total calculated
    $323,124
    From this org
    $0
    From related orgs
    $268,245
    Other
    $54,879
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,729 related
    Bonus
    $0 + $19,096 related
    Other
    $0 + $420 related
    Deferred
    $0 + $24,873 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $323,124 related
  • Anthony Priore

    CHIEF MARKETING AND COMMUNICATIONS OFFICER

    Total calculated
    $301,061
    From this org
    $0
    From related orgs
    $253,079
    Other
    $47,982
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,150 related
    Bonus
    $0 + $15,595 related
    Other
    $0 + $5,334 related
    Deferred
    $0 + $23,215 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $301,061 related
  • Susan A McSorley

    LIVE EVENTS VICE PRESIDENT

    Total calculated
    $301,973
    From this org
    $0
    From related orgs
    $252,914
    Other
    $49,059
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,915 related
    Bonus
    $0 + $7,227 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $24,292 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $301,973 related
  • Hans J Koelsch

    PUBLICATIONS DIRECTOR

    Total calculated
    $287,457
    From this org
    $0
    From related orgs
    $240,049
    Other
    $47,408
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $226,413 related
    Bonus
    $0 + $10,864 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $22,641 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $287,457 related
  • Todd R Applebaum

    STRATEGIC PLANNING & PERFORMANCE MGMT DIRECTOR

    Total calculated
    $266,938
    From this org
    $0
    From related orgs
    $216,801
    Other
    $50,137
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,311 related
    Bonus
    $0 + $14,861 related
    Other
    $0 + $629 related
    Deferred
    $0 + $20,131 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $266,938 related
  • Jayson N Murray

    CLINICAL QUALITY AND VALUE DIRECTOR

    Total calculated
    $207,997
    From this org
    $0
    From related orgs
    $190,179
    Other
    $17,818
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,180 related
    Bonus
    $0 + $10,130 related
    Other
    $0 + $1,869 related
    Deferred
    $0 + $17,818 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $207,997 related
  • Reagan L Bayer

    REGISTRIES DIRECTOR

    Total calculated
    $238,280
    From this org
    $0
    From related orgs
    $194,658
    Other
    $43,622
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $188,546 related
    Bonus
    $0 + $5,522 related
    Other
    $0 + $590 related
    Deferred
    $0 + $18,855 related
    Nontaxable benefits
    $0 + $24,767 related
    Filer's total
    $0 + $238,280 related
  • Brian N Moore

    LEARNING & PRACTICE DIRECTOR

    Total calculated
    $240,031
    From this org
    $0
    From related orgs
    $191,779
    Other
    $48,252
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,457 related
    Bonus
    $0 + $8,755 related
    Other
    $0 + $567 related
    Deferred
    $0 + $18,246 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $240,031 related
  • Lise Puckorius Olc

    OLC CHIEF EXECUTIVE OFFICER

    Total calculated
    $311,368
    From this org
    $0
    From related orgs
    $257,079
    Other
    $54,289
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,190 related
    Bonus
    $0 + $7,117 related
    Other
    $0 + $2,772 related
    Deferred
    $0 + $24,719 related
    Nontaxable benefits
    $0 + $29,570 related
    Filer's total
    $0 + $311,368 related
  • Brittany Starr

    SR. MANAGER POLITICAL AFFAIRS

    Total calculated
    $212,865
    From this org
    $0
    From related orgs
    $167,833
    Other
    $45,032
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,258 related
    Bonus
    $0 + $17,304 related
    Other
    $0 + $271 related
    Deferred
    $0 + $15,026 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $212,865 related
  • Donna J Malert

    GOVERNANCE DIRECTOR

    Total calculated
    $256,776
    From this org
    $0
    From related orgs
    $215,588
    Other
    $41,188
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,190 related
    Bonus
    $0 + $7,416 related
    Other
    $0 + $14,982 related
    Deferred
    $0 + $19,319 related
    Nontaxable benefits
    $0 + $21,869 related
    Filer's total
    $0 + $256,776 related
  • Rachel M Bowers

    FINANCE DIRECTOR

    Total calculated
    $265,903
    From this org
    $0
    From related orgs
    $215,799
    Other
    $50,104
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $200,981 related
    Bonus
    $0 + $14,420 related
    Other
    $0 + $398 related
    Deferred
    $0 + $20,098 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $265,903 related
  • Scott Livingston

    IT OPERATIONS & SUPPORT DIRECTOR

    Total calculated
    $247,350
    From this org
    $0
    From related orgs
    $197,642
    Other
    $49,708
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,022 related
    Bonus
    $0
    Other
    $0 + $620 related
    Deferred
    $0 + $19,702 related
    Nontaxable benefits
    $0 + $30,006 related
    Filer's total
    $0 + $247,350 related
  • Catherine A Boudreaux Hayes

    SENIOR GOVERNMENT RELATIONS DIRECTOR

    Total calculated
    $216,101
    From this org
    $0
    From related orgs
    $182,347
    Other
    $33,754
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,530 related
    Bonus
    $0 + $7,496 related
    Other
    $0 + $1,321 related
    Deferred
    $0 + $17,353 related
    Nontaxable benefits
    $0 + $16,401 related
    Filer's total
    $0 + $216,101 related
  • Shreyasi Deb

    SR MANAGER HEALTH POLICY

    Total calculated
    $210,749
    From this org
    $0
    From related orgs
    $178,762
    Other
    $31,987
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,018 related
    Bonus
    $0 + $7,395 related
    Other
    $0 + $1,349 related
    Deferred
    $0 + $17,002 related
    Nontaxable benefits
    $0 + $14,985 related
    Filer's total
    $0 + $210,749 related
  • Lori A Boukas

    MARKETING DIRECTOR

    Total calculated
    $200,582
    From this org
    $0
    From related orgs
    $174,247
    Other
    $26,335
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,936 related
    Bonus
    $0 + $4,835 related
    Other
    $0 + $1,476 related
    Deferred
    $0 + $16,781 related
    Nontaxable benefits
    $0 + $9,554 related
    Filer's total
    $0 + $200,582 related
  • Tina D Slager Retired

    FINANCE DIRECTOR

    Total calculated
    $288,159
    From this org
    $0
    From related orgs
    $262,202
    Other
    $25,957
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $179,955 related
    Bonus
    $0 + $18,369 related
    Other
    $0 + $63,878 related
    Deferred
    $0 + $17,995 related
    Nontaxable benefits
    $0 + $7,962 related
    Filer's total
    $0 + $288,159 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
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202343139349301699

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.