Form 990 for tax year 2023
Filed by AMERICAN FOUNDATION FOR SURGERY OF THE HAND.
What the amendment changed
Compared with the return it replaced , filed 6 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $3,389,748
- Total expenses
- $1,859,648
- Contributions and grants received
- $2,408,268
- Grants paid
- $1,221,634
- Program service revenue
- $0
- Investment income
- $974,826
- Other revenue
- $6,654
- Total assets, end of year
- $36,953,787
- Total liabilities, end of year
- $1,473,854
- Net assets or fund balances, end of year
- $35,479,933
- Program services expenses (Part IX)
- $1,507,384
- Management and general expenses
- $269,618
- Fundraising expenses
- $82,646
- Program service expenses (Part III)
- $1,507,384
Program services were 81.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
AMY L LADD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ARNOLD-PETER C WEISS MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANA ESCAGEDO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JULIE A KATARINCIC MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
EDWARD DIAO MD
AFSH PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
JEFFREY A GREENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 15 related
-
R GLENN GASTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM H SEITZ JR
CHAIR
- Total calculated
- $0
- Hours/week
- 10
-
L SCOTT LEVIN MD
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
STEVEN L MORAN MD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
RYAN P CALFEE MD
TRUSTEE
- Total calculated
- $50,000
- From this org
- $0
- From related orgs
- $50,000
- Other
- $0
- Hours/week
- 1 + 2 related
-
CHARLES A GOLDFARB
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 5 related
-
BOBBY CHHABRA
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MIHIR J DESAI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER MORAITIS WOLF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
TAMARA D ROZENTAL
TRUSTEE
- Total calculated
- $20,000
- From this org
- $0
- From related orgs
- $20,000
- Other
- $0
- Hours/week
- 1 + 3 related
-
BRENT R DEGEORGE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM CHANDLER
CFO/ FOUNDATION DIRECTOR
- Total calculated
- $296,775
- From this org
- $35,935
- From related orgs
- $210,701
- Other
- $50,139
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $33,385 + $195,751 related
- Bonus
- $2,550 + $14,950 related
- Other
- $0
- Deferred
- $2,936 + $17,214 related
- Nontaxable benefits
- $4,369 + $25,620 related
- Filer's total
- $43,240 + $253,535 related
-
MARK BARATZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
PAMELA SCHROEDER
DEP EXEC VP, INTERIM CEO
- Total calculated
- $408,815
- From this org
- $16,865
- From related orgs
- $342,718
- Other
- $49,232
- Hours/week
- 1 + 45 related
Schedule J breakdown matched by us
- Base
- $11,354 + $230,729 related
- Bonus
- $5,511 + $111,989 related
- Other
- $0
- Deferred
- $1,257 + $25,543 related
- Nontaxable benefits
- $1,052 + $21,380 related
- Filer's total
- $19,174 + $389,641 related
-
MELISSA GARCIA
CEO/EXECUTIVE VP
- Total calculated
- $339,853
- From this org
- $9,180
- From related orgs
- $272,415
- Other
- $58,258
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $7,224 + $214,371 related
- Bonus
- $1,956 + $58,044 related
- Other
- $0
- Deferred
- $1,320 + $39,180 related
- Nontaxable benefits
- $579 + $17,179 related
- Filer's total
- $11,079 + $328,774 related
-
OLIVIA WILLIAMS
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $217,737
- From this org
- $3,909
- From related orgs
- $169,819
- Other
- $44,009
- Hours/week
- 4.6 + 39 related
Schedule J breakdown matched by us
- Base
- $3,628 + $157,600 related
- Bonus
- $281 + $12,219 related
- Other
- $0
- Deferred
- $316 + $13,734 related
- Nontaxable benefits
- $674 + $29,285 related
- Filer's total
- $4,899 + $212,838 related
-
NICOLE RENN
SENIOR MARKETING & COMMUNICATIONS MANAGER
- Total calculated
- $152,125
- From this org
- $8,205
- From related orgs
- $98,084
- Other
- $45,836
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $7,742 + $92,547 related
- Bonus
- $463 + $5,537 related
- Other
- $0
- Deferred
- $803 + $9,597 related
- Nontaxable benefits
- $2,736 + $32,700 related
- Filer's total
- $11,744 + $140,381 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
None.
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
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 THE CEO.
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 SOCIETY FOR SURGERY OF THE HAND
$1,221,634
EDUCATION, RESEARCH, FELLOWSHIP AND OUTREACH GRANTS
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 SOCIETY FOR SURGERY OF THE HAND PROFESSIONAL ORG
501(C)6 · PROVIDE ADVOCACY IN THE BEST INTEREST OF HAND SURGEONS WHEN NECESSARY · 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
- 202413199349319111
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