2024-08-20T12:30:01-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1301 WEST 22ND STREET SUITE 1100 OAK BROOK IL 60523 990 2023-01-01 237087029 AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY INC AMER 8476984654 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 MICHAEL S ARONOW MD PRESIDENT 8476984654 2024-06-12 1 0 JAMES R THOMAS P00095586 6305738600 2024-06-12 2023 2024-08-08 14:25:15Z MICHAEL S ARONOW MD 9400 W HIGGINS ROAD 220 ROSEMONT IL 60018 7339819 0 X WWW.AOFAS.ORG X 2006 IL IMPROVING LIVES THROUGH EXCEPTIONAL ORTHOPAEDIC FOOT AND ANKLE CARE. 11 11 18 1325 69150 13034 1826590 2073485 2773423 3207670 80094 87071 1232062 1038370 5912169 6406596 892091 941034 0 0 1854030 1849101 0 0 139471 2977714 3520481 5723835 6310616 188334 95980 3979780 4050769 1060343 957636 2919437 3093133 THE AMERICAN ORTHOPAEDIC FOOT & ANKLE SOCIETY (AOFAS) PROMOTES QUALITY, ETHICAL AND COST EFFECTIVE PATIENT CARE THROUGH EDUCATION, RESEARCH, AND TRAINING OF ORTHOPAEDIC SURGEONS AND OTHER HEALTH CARE PROVIDERS. 0 0 4669141 941034 3155078 SUPPORT RESEARCH AND EDUCATIONAL ACTIVITIES RELATED TO MEDICAL CARE OF THE FOOT AND ANKLE. 2,500 INDIVIDUALS SERVED. 4669141 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 31 0 1 18 1 1 1 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X ELAINE LEIGHTON 8476984654 9400 W HIGGINS ROAD SUITE 220 ROSEMONT IL 60018 BRYAN DEN HARTOG MD PRESIDENT 2.00 1.00 X X 0 0 0 MICHAEL ARONOW MD PRESIDENT-ELECT 2.00 1.00 X X 0 0 0 DAVID THORDARSON MD VICE PRESIDENT 2.00 2.00 X X 0 0 0 SCOTT ELLIS MD TREASURER 2.00 2.00 X X 0 0 0 SHELDON S LIN MD SECRETARY 2.00 2.00 X X 0 0 0 CHRISTOPHER DIGIOVANNI MD IMMEDIATE PAST PRESIDENT 2.00 1.00 X X 0 0 0 JONATHON BACKUS MD MEMBER-AT-LARGE 1.00 X 0 0 0 REBECCA CERRATO MD MEMBER-AT-LARGE 1.00 X 0 0 0 DANIEL GUSS MD MEMBER-AT-LARGE 1.00 X 0 0 0 PAMELA LUK MD MEMBER-AT-LARGE 1.00 X 0 0 0 J TURNER VOSSELLER MD MEMBER AT LARGE 1.00 X 0 0 0 ELAINE LARKIN-LEIGHTON EXECUTIVE DIRECTOR 45.00 5.00 X 412247 0 52900 CATHERINE POWERS DEVELOPMENT SENIOR MGR 1.00 39.00 X 131572 0 32052 ALENA FREY DIRECTOR OF EDUCATION & ME 40.00 X 135154 0 1648 JESSICA DORNFELD DIRECTOR OF MARKETING & MEMBERSHIP 40.00 X 123854 0 37749 802827 0 124349 4 0 1 0 CHARLES L SALTZMAN 590 WAKARA WAY SALT LAKE CITY UT 84108 JOURNAL EDITOR 247169 1 2073485 2073485 REGISTRATION INCOME 561000 1175845 1175845 MEMBERSHIP DUES 561000 1109975 1109975 EXHIBIT INCOME 561000 831800 831800 ADVERTISING INCOME 561000 90050 20900 69150 3207670 76513 76513 1031065 1031065 943781 933223 10558 10558 10558 IFFAS MANAGEMENT FEE 561000 6000 6000 MISCELLANEOUS 561000 1305 1305 7305 6406596 3155078 69150 1108883 X 941034 941034 465147 299927 135125 30095 1286930 829812 373853 83265 97024 62561 28186 6277 44392 2050 42342 93891 93891 9734 9734 753361 614633 119504 19224 36283 6218 30065 165552 51329 114223 260325 85197 175128 160094 160094 395411 318230 77181 1347602 1280517 67085 34582 5494 28478 610 33214 10477 22737 DUES AND SUBSCRIPTIONS 171771 161662 10109 PROFESSIONAL DEVELOPMEN 14269 14269 6310616 4669141 1502004 139471 454969 281748 79541 104444 117093 68528 17394 16624 236718 312489 352021 294672 52474 57349 2634368 2759578 22312 7772 364911 442237 3979780 4050769 190547 320348 174760 216033 352457 252000 342579 169255 1060343 957636 X 2762859 2942082 156578 151051 2919437 3093133 3979780 4050769 95980 77716 0 X X 0 1 X 1 0 X 1424850 1164639 1623654 1826590 2073485 8113218 3375368 1778288 2737041 2779423 3213670 13883790 4800218 2942927 4360695 4606013 5287155 21997008 299582 125025 181200 236425 242225 1084457 0 299582 125025 181200 236425 242225 1084457 20912551 1261531 1270420 1392862 1295943 1107578 6328334 1261531 1270420 1392862 1295943 1107578 6328334 4036 6077 8822 10212 1305 30452 6065785 4219424 5762379 5912168 6396038 28355794 0.73750 0.72070 0.22320 0.23910 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MAILING LISTS - 2019 AMOUNT: $ 3,750. MISCELLANEOUS - 2019 AMOUNT: $ 286. 2020 AMOUNT: $ 6,077. 2021 AMOUNT: $ 8,822. 2022 AMOUNT: $ 10,212. 2023 AMOUNT: $ 1,305. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 250614 6837 12364 245087 265812 -3879 11319 250614 274698 2907 11793 265812 281995 3703 11000 274698 0.38000 0.19000 0.43000 0 0 135232 105693 29539 102141 74331 27810 114648 114648 0 57349 DEPOSITS 13055 DUE FROM AFFILIATE 289476 OPERATING LEASE RIGHT-OF-USE ASSET 139706 442237 OPERATING LEASE LIABILITY 169255 169255 1 DUKE UNIVERSITY PO BOX 602651 CHARLOTTE NC 282602651 050258954 501(C)(3) 42462 0 2023 FELLOWSHIP GRANT MERCY HEALTH FOUNDATION 301 SAINT PAUL PLACE 15TH FLOOR BALTIMORE MD 21202 751606702 501(C)(3) 42462 0 2023 FELLOWSHIP GRANT ORTHOCAROLINA RESEARCH INSTITUTE 2001 VAIL AVENUE SUITE 300 CHARLOTTE NC 28207 591923401 501(C)(3) 42462 0 2023 FELLOWSHIP GRANT FOOT AND ANKLE FELLOWSHIP 3600 GASTON AVE DALLAS TX 75246 160743209 501(C)(3) 31846 0 2023 FELLOWSHIP GRANT NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP 535 EAST 70TH STREET NEW YORK NY 10021 880245022 501(C)(3) 31846 0 2023 FELLOWSHIP GRANT UNIVERSITY OF PITTSBURGH PHYSICIANS 128 N CRAIG STREET PITTSBURGH PA 15260 580566256 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 80291 830435069 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT BRIGHAM AND WOMEN'S HOSPITAL 116 HUNTINGTON AVENUE 3RD FLOOR BOSTON MA 02116 042312909 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT CAMPBELL FOUNDATION 1400 S GERMANTOWN RD GERMANTOWN TN 38138 010648145 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT EMORY UNIVERSITY PO BOX 935084 ATLANTA GA 31193 620548038 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT MASSACHUSETTS GENERAL HOSPITAL (FOOT & ANKLE)-- 55 FRUIT ST BOSTON MA 02114 250969492 501(C)(3) 31846 0 2023 FELLOWSHIP GRANT ROC FOUNDATION 555 N ARLINGTON AVE RENO NV 89503 880281502 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON P O BOX 301418 DALLAS TX 753031418 846000555 501(C)(3) 21231 0 2023 FELLOWSHIP GRANT TORONTO HOSPITAL ORTHOPAEDIC 399 BATHURST STREET TORONTO ONTARIO CA M5T2S8 986000979 OTHER 31846 0 2023 FELLOWSHIP GRANT (THE) CLEVELAND CLINIC FOUNDATION 8911 EUCLID AVENUE UA CLEVELAND OH 44106 592929608 OTHER 10615 0 2023 FELLOWSHIP GRANT (THE) PENNSYLVANIA STATE UNIVERSITY COLLEGE OF MEDICINE 500 UNIVERSITY DR HERSHEY PA 17033 426004813 OTHER 10615 0 2023 FELLOWSHIP GRANT BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC 6855 RED ROAD CORAL GABLES FL 33143 522173656 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT BEAUMONT HEALTH FOUNDATION 26901 BEAUMONT BOULEVARD SOUTHFIELD MI 48033 203879278 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT CEDARS SINAI ORTHOPAEDICS 444 S SAN VICENTE BLVD SUITE 603 LOS ANGELES CA 90048 131624135 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT CONGRESS MEDICAL FOUNDATION 800 S RAYMOND AVE PASADENA CA 91105 340714585 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT MEDICAL UNIVERSITY OF SOUTH CAROLINA 1 SOUTH PARK CIRCLE CHARLESTON SC 29047 246000376 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT NEW ENGLAND BAPTIST HOSPITAL 125 PARKER HILL AVE BOSTON MA 02120 741761309 OTHER 10615 0 2023 FELLOWSHIP GRANT ROTHMAN ORTHOPEADIC INSTITUTE 925 CHESTNUT ST PHILADELPHIA PA 19107 880278047 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT RUSH UNIVERSITY MEDICAL CENTER- 1611 W HARRISON ST CHICAGO IL 60612 232919472 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT STANLEY GRAVES MD PC 3104 E CAMELBACK 1003 PHOENIX AZ 85016 042103612 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT STATE UNIVERSITY OF IOWA UNIVERSITY OF IOWA GRANT ACCOUNTING IOWA CITY IA 52242 362174823 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT STEADMAN PHILIPPON RESEARCH INSTITUTE 181 WEST MEADOW DRIVE VAIL CO 81657 546001796 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA PO BOX 400195 CHARLOTTESVILLE VA 229044195 951644600 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT TWIN CITIES ORTHOPEDICS FOUNDATION 4010 WEST 65TH STREET EDINA MN 55435 364852171 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT UNIVERSITY OF ROCHESTER 601 ELMWOOD AVE ROCHESTER NY 14620 134233998 OTHER 10615 0 2023 FELLOWSHIP GRANT UNIVERSITY OF UTAH ORTHOPAEDIC CENTER 590 WAKARA WAY SLC UT 84108 576000722 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT ALLEGHENY HEALTH NETWORK 1307 FEDERAL STREET PITTSBURGH PA 15212 042312909 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT MEDSTAR UNION MEMORIAL HOSPITAL FOOT & ANKLE FELLOWSHIP PROGRAM 201 EAST UNIVERSITY PKWY JPB 400 BALTI BALTIMORE MD 21218 520591585 501(C)(3) 31846 0 2023 FELLOWSHIP GRANT NORTHWESTERN UNIVERSITY 633 CLARK ROOM G547 EVANSTON IL 602081112 362167817 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT THE UNIVERSITY OF ALABAMA AT BIRMINGHAM 1313 13TH STREET SOUTH BIRMINGHAM AL 35205 636005396 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT UNIVERSITY OF WASHINGTON 12456 COLLECTIONS DRIVE CHICAGO IL 60693 916001537 501(C)(3) 31846 0 2023 FELLOWSHIP GRANT WASHINGTON UNIVERSITY 7425 FORSYTH BLVD ST LOUIS MO 631052161 430653611 501(C)(3) 10615 0 2023 FELLOWSHIP GRANT UNIVERSITY OF SOUTHERN CALIFORNIA 3551 TROUSDALE PKWY LOS ANGELES CA 90089 951642394 501(C)(3) 20000 0 RESEARCH GRANT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 3535 MARKET STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 50000 0 RESEARCH GRANT WASHINGTON UNIVERSITY IN ST LOUIS 7425 FORSYTH BLVD ST LOUIS MO 631052161 430653611 501(C)(3) 19981 0 RESEARCH GRANT MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 20000 0 RESEARCH GRANT MASSACHUSETTS GENERAL HOSPITAL (FOOT & ANKLE)-- 52 SECOND AVE WALTHAM MA 02451 250969492 501(C)(3) 20000 0 RESEARCH GRANT STEPS2WALK INC 4950 S YOSEMITE ST GREENWOOD VILLAGE CO 80111 522198002 501(C)(3) 19965 0 RESEARCH GRANT ROTHMAN ORTHOPEADIC INSTITUTE 125 S 9TH ST PHILADELPHIA PA 19107 880278047 501(C)(3) 20000 0 RESEARCH GRANT UNIVERSITY OF KENTUCKY RESEARCH FDN 201 KINKEAD HALL LEXINGTON KY 40508 616033693 501(C)(3) 35564 0 RESEARCH GRANT UNIVERSITY OF COLORADO DENVER PO BOX 910238 DENVER CO 802910238 830435069 501(C)(3) 24040 0 RESEARCH GRANT UNIVERSITY OF IOWA 1215 DUFF AVE AMES IA 50010 062761671 501(C)(3) 12000 0 RESEARCH GRANT 49 PART I, LINE 2: RESEARCH GRANT APPLICATIONS ARE SOLICITED FROM THE AOFAS MEMBERSHIP FOR GRANTS UP TO $50,000. GRANT RECIPIENTS ARE TO SUBMIT INTERIM AND FINAL REPORTS ON THEIR RESEARCH PROJECTS. PAST GRANT RECIPIENTS ARE SURVEYED ANNUALLY FOR INFORMATION ON THEIR PRESENTATIONS, PUBLICATIONS, AND AWARDS RELATED TO THE FUNDED RESEARCH. THE RONALD AND WENDY SMITH CLINICAL RESEARCH GRANTS FUNDS PROJECTS UP TO $25,000 PER GRANT CYCLE. GRANTS ARE OFFERED FOR PROSPECTIVE RESEARCH STUDIES OF HIGH CLINICAL IMPORTANCE. X X X X 0 0 0 0 0 0 0 0 0 ELAINE LARKIN-LEIGHTON EXECUTIVE DIRECTOR 412247 0 0 0 0 0 30000 0 22900 0 465147 0 0 0 CATHERINE POWERS DEVELOPMENT SENIOR MGR 131572 0 0 0 0 0 20370 0 11682 0 163624 0 0 0 JESSICA DORNFELD DIRECTOR OF MARKETING & MEMBERSHIP 123854 0 0 0 0 0 19422 0 18327 0 161603 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS EIGHT CLASSES OF MEMBERS: ACTIVE, ALLIED HEALTH/ASSOCIATE - BASIC SCIENCES, EMERITUS, CANDIDATE, SURGEON IN TRAINING, INTERNATIONAL, INTERNATIONAL SURGEON IN TRAINING, MD AFFILIATE, AND HONORARY. ACTIVE MEMBERS ARE ALLOWED TO VOTE, HOLD ELECTED OFFICE POSITIONS, AND SERVE ON COMMITTEES. CANDIDATE AND INTERNATIONAL MEMBERS ARE ALLOWED TO SERVE ON COMMITTEES BUT ARE NOT ELIGIBLE TO VOTE OR HOLD ELECTED OFFICE POSITIONS. ALLIED HEALTH/ASSOCIATE - BASIC SCIENCES, SURGEON IN TRAINING, EMERITUS, AND INTERNATIONAL SURGEON IN TRAINING MEMBERS ARE ALLOWED TO SERVE ON SELECT COMMITTEES AND HOLD AN EX-OFFICIO POSITION, BUT CAN NOT VOTE OR HOLD AN ELECTED OFFICE POSITION. ALL OTHER CLASSES OF MEMBERS ARE NOT ELIGIBLE TO VOTE, HOLD AN ELECTED OFFICE POSITION, OR SERVE ON COMMITTEES. FORM 990, PART VI, SECTION A, LINE 7A A NOMINATING COMMITTEE IS ELECTED BY MEMBERSHIP. MEMBERS ARE INVITED TO PROVIDE INPUT TO THE NOMINATING COMMITTEE. THE NOMINATING COMMITTEE PRESENTS ITS SLATE FOR OFFICERS AND DIRECTORS ON THE BOARD. AT THE ANNUAL BUSINESS MEETING THERE IS A CALL FOR NOMINATIONS FROM THE FLOOR. ELECTIONS ARE HELD AND BALLOTS ARE COUNTED BY TELLERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP APPROVES REVISIONS TO THE BYLAWS. THE BOARD APPROVES NEW MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS GIVEN TO EACH MEMBER OF THE BOARD OF DIRECTORS FOR THEIR REVIEW. THE BOARD OF DIRECTORS APPROVES THE FORM 990 AT A BOARD MEETING BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATIONS PRACTICE FOR MONITORING PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DEALING WITH POTENTIAL OR ACTUAL CONFLICTS OF INTEREST IS THAT IF A POTENTIAL CONFLICT OF INTEREST ARISES, IT IS DISCLOSED BY USING THE AOFAS DISCLOSURE FORM. THE BOARD OF DIRECTORS AND OTHER KEY LEADERS COMPLETE AN ANNUAL ENHANCED DISCLOSURE FORM FOR REVIEW BY THE COMMITTEE ON OUTSIDE INTERESTS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR HAS AN ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE DIRECTOR'S COMPENSATION IS COMPARED TO DATA ON COMPENSATION OF EXECUTIVE DIRECTORS WITH COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE EXECUTIVE DIRECTOR HAS A SIGNED LETTER OF AGREEMENT WITH AOFAS THAT DEFINES THE COMPENSATION FOR DEFINED PERIODS OF TIME AND ELIGIBILITY FOR A BONUS. A BONUS IS GIVEN ON DECISION OF THE EXECUTIVE COMMITTEE BASED ON THE ANNUAL REVIEW, IS REPORTED TO THE BOARD BY THE PRESIDENT, AND IS DOCUMENTED IN WRITING TO THE EXECUTIVE DIRECTOR BY THE PRESIDENT. FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT DOES NOT MAKE ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G PEO PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 191,592. MANAGEMENT AND GENERAL EXPENSES 86,318. FUNDRAISING EXPENSES 19,224. TOTAL EXPENSES 297,134. JOURNAL EDITING AND PUBLISHING: PROGRAM SERVICE EXPENSES 302,072. MANAGEMENT AND GENERAL EXPENSES 6,161. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,233. PATIENT EDUCATION VIDEO PRODUCTION: PROGRAM SERVICE EXPENSES 14,109. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,109. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 58,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 58,800. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 48,060. MANAGEMENT AND GENERAL EXPENSES 27,025. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,085. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ORTHOPAEDIC FOOT & ANKLE FOUNDATION 9400 WEST HIGGINS ROAD SUITE 220 ROSEMONT IL 60018 300234329 RESEARCH & EDUCATION IL 501(C)(3) LINE 7 AOFAS 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 ORTHOPAEDIC FOOT & ANKLE FOUNDATION C 1574335 FMV