2024-05-15T11:51:50-05:00 2023-12-31 351356555 DONOVAN PC 5151 E US HWY 36 AVON IN 46123 990 2023-01-01 812059186 AMERICAN ALLIANCE OF ORTHOPAEDIC EXECUTIVES INC AMER 8002479699 6602 E 75TH STREET 430 INDIANAPOLIS IN 46250 ADDY M KUJAWA CEO 8002479699 2024-05-15 1 ADDY KUJAWA 999009999 0 DAVID W LEMLER CPA CGMA P00378478 3177456411 2024-05-15 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X ADDY M KUJAWA 6602 E 75TH STREET 430 INDIANAPOLIS IN 46250 2685720 0 X AAOE.NET X 2016 IN TO PROMOTE QUALITY HEALTHCARE PRACTICE MANAGEMENT IN THE ORTHOPAEDIC AND MUSCULOSKELETAL INDUSTRY. 11 11 13 75 0 0 0 510691 2355079 2154281 7864 3472 9358 9250 2372301 2677694 0 0 0 0 845572 1177004 0 0 0 1439659 1434724 2285231 2611728 87070 65966 1277728 1654068 1039568 1318882 238160 335186 X TO PROMOTE QUALITY HEALTHCARE PRACTICE MANAGEMENT IN THE ORTHOPAEDIC AND MUSCULOSKELETAL INDUSTRY. 0 0 1147187 1635690 ANNUAL CONFERENCE - AAOE HOSTS AN ANNUAL CONFERENCE WHICH PROVIDES EDUCATION SESSIONS, THE OPPORTUNITY TO EARN CONTINUING EDUCATION CREDITS (CEU'S) AS WELL AS OPPORTUNITIES TO NETWORK WITH OTHER PRACTICE EXECUTIVES AND VENDORS WHO PROVIDE PRODUCTS/SERVICES TO THE ORTHOPAEDIC HEALTHCARE SPACE. 2023'S CONFERENCE HAD 359 ATTENDEES. CONFERENCE WAS HELD APRIL 20, 2023 - APRIL 23, 2023. 29440 7983 AAOE PROVIDES EDUCATION TO SUPPORT BOTH MEMBERS & NON MEMBERS IN TOPICS DESIGNED TO ENHANCE KNOWLEDGE AND PERFORMANCE IN THE PERFORMANCE OF PRACTICE MANAGEMENT AND OTHER AREAS OF THE ORTHOPAEDIC PRACTICE. 481 STUDENTS PARTICIPATED IN EDUCATION IN 2023. 65940 23939 AAOE SUPPORTS ADVOCACY EFFORTS ON CAPITAL HILL TO INFLUENCE LEGISLATION THAT SUPPORTS THE NEEDS OF OUR MEMBER ORTHOPAEDIC PRACTICES. AAOE ENGAGES A LOBBYING CONSULTING FIRM TO KEEP AAOE MEMBERS CURRENT ON PENDING LEGISLATION THAT MAY IMPACT THEM, AND ALONG WITH OUR ADVOCACY COUNCIL OF VOLUNTEERS PROMOTES ACTIVITY SUCH AS LETTER WRITING CAMPAIGNS AND VISITS TO LEGISLATORS TO EDUCATE THEM ON THE ISSUES FACING ORTHOPAEDIC PRACTICES. THIS SERVES OUR MEMBERSHIP OF 1,426. 1365748 495919 SERVICES PROVIDED TO MEMBERS INCLUDE ACCESS TO EDUCATIONAL RESOURCES, FORUMS, AND WEBINARS, AN ELECTRONIC DATA WAREHOUSE, RECURRING NEWSLETTERS AND INFORMATIONAL MAILINGS ABOUT THE ORTHOPAEDIC INDUSTRY, REPRESENTATION ON HEALTH CARE RELATED ISSUES, AND NETOWRKING OPPORTUNITIES. 1365748 495919 2608315 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 38 0 13 1 1 1 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X CAROL KLIPPEL 3177490285 6602 E 75TH STREET SUITE 430 INDIANAPOLIS IN 46250 ADDY M KUJAWA CAE CHIEF EXECUTIVE OFFICER 37.50 X 249824 0 36592 VICKI SPRAGUE PHD CHIEF INTEGRATION OFFICE 37.50 X 159428 0 41323 CAROL KLIPPEL CHIEF FINANCIAL OFFICER 37.50 X 139455 0 17542 CYNTHIA JACKSON CHIEF MEMBERSHIP OFFICER 37.50 X 107554 0 13135 MEGAN O'HARA PRESIDENT 1.00 X X 0 0 0 JOSEPH MATHEWS PT DPT PRESIDENT-ELECT 1.00 X X 0 0 0 ANDREA ALLYN MBA ATC SECRETARY 1.00 X X 0 0 0 TINA SNODDERLY MBA CMPE TREASURER 1.00 X X 0 0 0 MICHAEL BEHR MD MEMBER AT LARGE 1.00 X 0 0 0 CHRIS GREENMAN MBA MHA MEMBER AT LARGE 1.00 X 0 0 0 BRITTANY POWERS MEMBER AT LARGE 1.00 X 0 0 0 TERRY ROSENTHAL MEMBER AT LARGE 1.00 X 0 0 0 SAM SANTSCHI JD CMPE MEMBER AT LARGE 1.00 X 0 0 0 SHANNON STEWARTSON MHA FACHE ACMPE MEMBER AT LARGE 1.00 X 0 0 0 OLIVIA WOLF CPC MEMBER AT LARGE 1.00 X 0 0 0 656261 0 108592 4 0 1 0 0 451977 58714 510691 CONFERENCE 611430 1687199 1687199 OPERATIONS 541900 365209 365209 BENCHMARKING 541900 57340 57340 WEBINAR 541900 44533 44533 2154281 11498 11498 8026 -8026 -8026 -8026 OTHER INCOME 541900 9250 9250 9250 2677694 2163531 0 3472 764853 335041 7947 69163 3794 15587 65940 3413 49758 111012 95543 212466 45874 23524 616198 6580 21099 OUTSIDE SALES CONTRACT 163936 2611728 681009 865224 321885 358549 20301 26951 94520 92225 28596 18819 17066 9777 142947 301342 1277728 1654068 134264 109343 905304 1091163 0 118376 1039568 1318882 X 0 0 0 0 238160 335186 238160 335186 1277728 1654068 65966 31060 0 X X 0 1 X 1 0 0 0 0 451977 65940 65940 22599 43341 28596 18819 9777 9777 DUE TO/FROM ASSOCIATION 179024 RIGHT OF USE ASSET - OPERATING LEASE 118376 SECURITY DEPOSIT 3942 301342 RIGHT OF USE LIABILITY - CURRENT PORTION 118376 118376 X PART X, LINE 2: ALLIANCE AND ASSOCIATION ARE EXEMPT FROM FEDERAL AND STATE INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(6) AND 501(C)(3), RESPECTIVELY, OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES WAS MADE IN THE FINANCIAL STATEMENTS. ALLIANCE IS CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES REQUIRE AAOE TO EXAMINE ITS TAX POSITIONS FOR UNCERTAIN POSITIONS. AAOE IS NOT AWARE OF ANY TAX POSITIONS THAT ARE MORE LIKELY THAN NOT TO CHANGE IN THE NEXT 12 MONTHS, OR THAT WOULD NOT SUSTAIN AN EXAMINATION BY APPLICABLE TAXING AUTHORITIES. AAOE'S POLICY IS TO RECOGNIZE PENALTIES AND INTEREST AS INCURRED IN ITS STATEMENTS OF ACTIVITIES AS A COMPONENT OF OPERATING EXPENSES, WHICH TOTAL $0 FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. AAOE'S FEDERAL AND STATE INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY THE APPLICABLE TAX AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE. X X 0 0 0 ADDY M KUJAWA CAE CHIEF EXECUTIVE OFFICER 249824 0 0 0 0 0 9606 0 26986 0 286416 0 0 0 VICKI SPRAGUE PHD CHIEF INTEGRATION OFFICE 159428 0 0 0 0 0 6176 0 35147 0 200751 0 0 0 CAROL KLIPPEL CHIEF FINANCIAL OFFICER 139455 0 0 0 0 0 5251 0 12291 0 156997 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS ORGANIZED BY ITS MEMBERS. MEMBERS ARE ORTHOPAEDIC PRACTICES THAT CAN JOIN AT A FIRM LEVEL OR AN INDIVIDUAL LEVEL. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SETS QUALIFICATIONS FOR ITS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE 990. AN ELECTRONIC COPY OF THE 990 IS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD FOR REVIEW AFTER ALL DISCUSSION POINTS ARE RESOLVED. THE FORMS ARE FINALIZED AND PROVIDED TO THE TREASURER FOR FINAL REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES A SIGNED STATEMENT TO BE SUBMITTED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD DETERMINES AND APPROVES THE CEO'S COMPENSATION EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THEIR LOCATION DURING NORMAL BUSINESS HOURS. PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE SELECTION AND REVIEW PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. AMERICAN ASSOCIATION OF ORTHOPAEDIC EXECUTIVES INC 6602 E 75TH STREET STE 112 INDIANAPOLIS IN 46250 631042292 TO SERVE ORTHOPAEDIC EXECUTIVES IN 501(C)(3) LINE 10 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 AMERICAN ASSOCIATION OF ORTHOPAEDIC EXECUTIVES D 179024 CASH AMERICAN ASSOCIATION OF ORTHOPAEDIC EXECUTIVES Q 377729 CASH