2025-10-21T13:56:24+00:00 2024-12-31 440160260 Forvis Mazars LLP 1901 S Meyers Road Suite 500 Oakbrook Terrace IL 601815209 990 2024-01-01 363166049 Arthroscopy Association of North America ARTH 8472922262 9400 W Higgins Road No 200 Rosemont IL 60018 Dr Alan Curtis PRESIDENT 8472922262 2025-10-21 true true Anne White P01708202 6302829500 2025-11-15 2024 2025-03-06 01:10:19Z DR ALAN CURTIS 9400 W Higgins Road No 200 Rosemont IL 60018 10447021 false X www.aana.org X 1981 IL THE ASSOCIATION IS DEDICATED TO ADVANCING MINIMALLY INVASIVE SURGICAL EDUCATION, ADVOCACY AND SKILLS ASSESSMENT TO IMPROVE PATIENT CARE. 14 14 26 500 0 2898100 1838183 4079327 4958358 136841 157561 1931900 1993766 9046168 8947868 725606 660269 0 0 3027530 3117842 0 0 0 5540521 5582109 9293657 9360220 -247489 -412352 11920156 12567056 4291534 4500461 7628622 8066595 X THE MISSION OF THE ARTHROSCOPY ASSOCIATION OF NORTH AMERICA IS TO ADVANCE THE ART AND SCIENCE OF ARTHROSCOPY AND MINIMALLY INVASIVE SURGERY THROUGH EDUCATION, SKILLS ASSESSMENT AND ADVOCACY. false false 1519334 1646573 ANNUAL AND INTERIM MEETINGS-THE ASSOCIATION HOLDS MEETINGS FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS FOR THE PURPOSE OF DISCUSSING CURRENT TOPICS IN ARTHROSCOPIC SURGERY VIA CLINICAL PAPERS, COURSES AND SYMPOSIA. 1296442 879692 SURGICAL SKILLS COURSES- THE ASSOCIATION PRESENTS COURSES ON ARTHROSCOPIC SURGICAL SKILLS, DIAGNOSIS, TREATMENT AND FOLLOW-UP. A PORTION OF THE GRANTS ARE SUPPORT OF A RELATED ORGANIZATION. 1030406 2459352 THE ASSOCIATION PRODUCES AND PROVIDES EDITORIAL DIRECTION TO A JOURNAL FOR MEMBERS AND OTHER MEDICAL PROFESSIONALS TO INCREASE THE LEVEL OF UNDERSTANDING IN THE FIELD OF ARTHROSCOPY. 3300685 1555253 OTHER PROGRAMS 1082125 660269 304485 THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. 4382810 660269 1859738 8228992 true true false true false false false false false false true false false true true false false true false false true false true false false false false true false true false false false false false false false false false false false false false false false true true true false false true 111 0 true 26 true false false false false false false false false false false false false X 14 14 false false false false true true true true true false false false true true true true true true true true false false IL X THE ORGANIZATION 8472922262 9400 W HIGGINS ROAD NO 200 ROSEMONT IL 60018 ALAN CURTIS MD PRESIDENT 2.0 1.0 X X 0 0 0 JASON DRAGOO MD TREASURER 2.0 1.0 X X 0 0 0 JOHN KELLY MD 1ST VICE PRESIDENT 2.0 1.0 X X 0 0 0 JOHN TOKISH MD IMEDIATE PAST PRESIDENT 2.0 1.0 X X 0 0 0 JOSEPH TAURO MD SECRETARY 2.0 1.0 X X 0 0 0 KEVIN BONNER MD 2ND VICE PRESIDENT 2.0 1.0 X X 0 0 0 AARON KRYCH MD DIRECTOR 2.0 1.0 X 0 0 0 AUGUSTUS MAZZOCCA MD DIRECTOR 2.0 1.0 X 0 0 0 DON BUFORD MD DIRECTOR 2.0 1.0 X 0 0 0 JAMES STONE MD PAST PRESIDENT 2.0 1.0 X 0 0 0 JEANNE PATZKOWSKI MD DIRECTOR 2.0 1.0 X 0 0 0 KEVIN PLANCHER MD DIRECTOR 2.0 1.0 X 0 0 0 LAURA ALBERTON MD DIRECTOR 2.0 1.0 X 0 0 0 MICHAEL O'BRIEN MD DIRECTOR 2.0 1.0 X 0 0 0 CHRISTINE NOGAL CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER 40.0 1.0 X 199956 0 59085 Laura Downes CHEIF EXECUTIVE OFFICER 40.0 1.0 X 449012 0 61224 DENNIS SIENA VICE PRESIDENT OF FINANCE 40.0 0.0 X 202105 0 59046 FRANCES PARK DIRECTOR OF MEETINGS 40.0 0.0 X 134793 0 27398 KIM SANTANIELLO Vice President of Education and Research 40.0 0.0 X 176327 0 45141 LYNNSEY RUIZ SR MANAGER OF MARKETING AND MEMBERSHIP 40.0 0.0 X 102798 0 38414 TERRI BRUCE DIRECTOR OF DEVELOPMENT 1.0 40.0 X 128219 0 23555 1393210 0 313863 8 false true false IASC IASC LLC PO Box 1830 Ranchos de Taos NM 87557 JOURNAL EDITOR 446000 SL STRATEGIES 2618 30TH ST NW WASHINGTON DC 20008 LOBBYING 192000 MICHAEL ROSSI MD 707 N EMERSON AVE WENATCHEE WA 98801 JOURNAL EDITOR 140417 3 0 0 0 308886 1009997 519300 0 1838183 Educational meetings 611600 1723126 1723126 0 0 Membership dues 611600 1969650 1969650 0 0 Masters experience courses 611600 613517 613517 0 0 Editorial support 611600 583440 583440 0 0 Application/initiation fees 611600 25125 25125 0 0 43500 43500 0 0 4958358 66486 0 0 66486 0 0 0 0 1886997 1886997 0 0 0 0 0 0 0 0 0 0 0 0 1590228 0 1499153 0 91075 0 91075 0 0 91075 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Management Fee revenue 525900 75867 0 0 75867 Gain on Investment 525900 30902 0 0 30902 0 0 0 0 0 0 0 0 106769 8947868 6845355 0 264330 X 619769 619769 0 0 40500 40500 0 0 769277 632574 136703 0 0 0 0 0 1692776 1390396 302380 0 122498 100939 21559 0 368483 305547 62936 0 164808 139541 25267 0 0 0 0 0 17577 3038 14539 0 59723 0 59723 0 192000 192000 0 0 0 0 32102 0 32102 0 1029062 1028091 971 0 121352 121352 0 0 115779 98304 17475 0 186516 186516 0 0 0 0 0 0 564426 381014 183412 0 521016 503837 17179 0 0 0 0 0 2250778 2234382 16396 0 0 0 0 0 0 0 0 0 112335 1107 111228 0 84376 19478 64898 0 Service & Admin Fees 120676 74743 45933 0 License Fees & Taxes 42493 33583 8910 0 Dues & Subscriptions 20216 20216 0 0 Maintenance and Repairs 333 0 333 0 111349 102065 9284 0 9360220 8228992 1131228 0 0 0 919490 952471 0 0 3484684 2473567 0 0 0 0 0 9227 9227 527661 441718 1042807 907320 237706 135487 5794665 6782616 0 0 0 0 946723 1771970 11920156 12567056 2245579 1504956 0 0 1656762 1769125 0 0 0 0 0 0 0 0 0 0 389193 1226380 4291534 4500461 X 7628622 8066595 0 0 0 0 0 0 0 0 7628622 8066595 11920156 12567056 -412352 850325 0 0 0 0 X false true true true true X 2152000 1322700 1814556 2898100 1838183 10025539 2941130 3666913 4843474 5910285 6845355 24207157 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5093130 4989613 6658030 8808385 8683538 34232696 0 0 925857 980715 1309997 3216569 0 16336 0 0 0 16336 0 16336 925857 980715 1309997 3232905 30999791 1682427 1846042 1914672 55108 66486 5564735 0 0 0 0 0 0 1682427 1846042 1914672 55108 66486 5564735 0 0 0 0 0 0 0 30788 157564 100942 106769 396063 6775557 6866443 8730266 8964435 8856793 40193494 0.77126 0.75891 0.14 0.19 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - PARTNERSHIP INCOME, COLUMN A - 0.0, COLUMN B - 30788.0, COLUMN C - 64309.0, COLUMN D - 8202.0, COLUMN E - 30902.0, COLUMN F - 134201.0; DESCRIPTION - MANAGEMENT FEES, COLUMN A - 0.0, COLUMN B - 0.0, COLUMN C - 93255.0, COLUMN D - 92740.0, COLUMN E - 75867.0, COLUMN F - 261862.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 192000 192000 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY THE ORGANIZATION USES AN INDEPENDENT CONTRACTOR TO HELP LOBBY CONGRESS ABOUT RELEVANT GRANTS/FUNDING USED IN FURTHERING THEIR EXEMPT PURPOSE. 0 0 0 0 0 0 0 0 150764 123072 27692 0 892043 784248 107795 0 0 0 0 135487 Right-of-use assets - operating leases 974142 Investment - Ortho Properties, LLC 797828 1771970 Federal Income Taxes Operating lease liabilities, net 975262 Deferred compensation 251118 1226380 ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. true North America (Canada & Mexico only) 0 0 Grantmaking N/A 37500 Europe (Including Iceland and Greenland) 0 0 Grantmaking N/A 2000 East Asia and the Pacific 0 0 Grantmaking N/A 1000 0 0 0 0 0 0 40500 0 40500 Research Grant - NA North America (Canada & Mexico only) 2 37500 CHECK Scholarship - EU Europe (Including Iceland and Greenland) 1 2000 CHECK Scholarship - East Asia/Pacific East Asia and the Pacific 1 1000 CHECK false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds MEMBERSHIP SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; NORTH AMERICA (CANADA & MEXICO ONLY)-Accrual Schedule F, Part III Method used to account for expenditures on org's financial statements EAST ASIA AND THE PACIFIC -Accrual EUROPE (INCLUDING ICELAND AND GREENLAND) -Accrual NORTH AMERICA (CANADA & MEXICO ONLY) -Accrual true The Geneva Foundation PO Box 84212 Seattle WA 981245512 911593913 501(c)(3) 156250 GENERAL SUPPORT Henry M Jackson Foundation 6720 Rockledge Drive Suite 100 Bethesda MD 20817 521313011 501(c)(3) 62500 GENERAL SUPPORT Piedmont Orthopaedic Foundation 4717 John Scott Drive Lynchburg VA 24503 581272768 501(c)(3) 50000 GENERAL SUPPORT Rush University Medical Center 75 Remittance Dr Ste 6807 Chicago IL 60675 362174823 501(c)(3) 44798 GENERAL SUPPORT Cleveland Clinic Education Foundation PO Box 931531 Cleveland OH 44193 340714585 501(c)(3) 18424 GENERAL SUPPORT Duke University Attn E Berthold DUMC Box 2806 S Orange Zone 5th Fl Rm 5338 Durham NC 27710 560532129 501(c)(3) 17326 GENERAL SUPPORT DiFelice Foundation for Orthopaedics Inc 515 East 72nd Street New York NY 10021 844093185 501(c)(3) 12500 GENERAL SUPPORT The Trustees of Columbia University in the City of New York PO Box 29789 General Post Office New York NY 100899789 135598093 501(c)(3) 12500 GENERAL SUPPORT University of Wisconsin - Madison GAR Account Office of Research Sponsored Prog Drawer 538 Madison WI 532780538 391805963 501(c)(3) 12500 GENERAL SUPPORT Houston Methodist Hospital Orthopedics Sports Med Jessica W 6445 Main St Ste 2300 Houston TX 77030 571201170 501(c)(3) 12222 GENERAL SUPPORT American Sports Medicine Institute 833 St Vincents Dr Suite 205 Birmingham AL 35205 630952490 501(c)(3) 11848 GENERAL SUPPORT Kerlan Jobe Orthopaedic Foundation 6801 Park Terrace Suite 140 Los Angeles CA 90045 954707606 501(c)(3) 11848 GENERAL SUPPORT Steadman Philippon Research Institute 181 W Meadow Dr Ste 1000 Vail CO 81657 880245022 501(c)(3) 11677 GENERAL SUPPORT Mississippi Sports Medicine Foundation PO Drawer 16870 Jackson MS 39236 640869099 501(c)(3) 9874 GENERAL SUPPORT Southern California Orthopedic Research Education 6815 Noble Avenue Van Nuys CA 91405 953706499 501(c)(3) 9874 GENERAL SUPPORT NYU School of Medicine Attn William M Runkle 301 E 17th St New York NY 10003 135562308 501(c)(3) 7070 GENERAL SUPPORT MedStar Union Memorial Hospital Attn Trish Koehle 3333 N Calvert St Ste 400 JPB Baltimore MD 21218 520591685 501(c)(3) 6869 GENERAL SUPPORT New England Baptist Hospital 125 Parker Hill Ave Boston MA 02120 042103612 501(c)(3) 6869 GENERAL SUPPORT NYU Langone Medical Ctr-HJD 301 E 17th Street Suite 1402 New York NY 10003 133971298 501(c)(3) 5924 GENERAL SUPPORT San Diego Arthroscopy & Sports Medicine Fellowship AKRI 6719 Alvarado Rd Ste 200 San Diego CA 92120 330102987 501(c)(3) 5924 GENERAL SUPPORT The Regents of the University of California San Francisco UCSF Orthopaedic Institute 1500 Owens St BOX 3004 San Francisco CA 94158 946036493 501(c)(3) 5924 GENERAL SUPPORT Andrews Research & Education Foundation 1020 Gulf Breeze Pkwy Golf Breeze FL 32561 465182138 501(c)(3) 5838 GENERAL SUPPORT Ochsner Clinic Foundation 1514 Jefferson Highway BH 607 New Orleans LA 70121 720502505 501(c)(3) 5838 GENERAL SUPPORT The University of Texas Health Science Center at Houston Attn AGT014254 PO Box 301418 Dallas TX 753031418 741761309 501(c)(3) 5838 GENERAL SUPPORT University of Colorado Denver Grants and Contracts 222999 - MB PO Box 910238 Denver CO 802910238 846000555 501(c)(3) 5838 GENERAL SUPPORT infinite health Collaborative 4200 Dahlberg Drive Golden Valley MN 55422 411861374 501(c)(3) 5750 GENERAL SUPPORT Boston Children's Hospital Trust Attn Michelle Martens 401 Park Drive Suite 602 Boston MA 02215 042774441 501(c)(3) 5152 GENERAL SUPPORT Sports Medicine Fellowship Fund 925 Chestnut St 5th Floor Philadelphia PA 19107 222620085 501(c)(3) 5152 GENERAL SUPPORT 28 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE MANAGER OF MEMBER SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED. X X X false false false false false false false false false Laura Downes CHEIF EXECUTIVE OFFICER 407795 0 40000 0 1217 0 29370 0 31854 0 510236 0 0 0 CHRISTINE NOGAL CHIEF OPPERATING AND BUSINESS DEVELOPMENT OFFICER 193775 0 6000 0 181 0 14861 0 44224 0 259041 0 0 0 DENNIS SIENA VICE PRESIDENT OF FINANCE 195833 0 6000 0 272 0 14871 0 44175 0 261151 0 0 0 KIM SANTANIELLO Vice President of Education and Research 175241 0 0 0 1086 0 13428 0 31713 0 221468 0 0 0 FRANCES PARK DIRECTOR OF MEETINGS 134209 0 0 0 584 0 10305 0 17093 0 162191 0 0 0 TERRI BRUCE DIRECTOR OF DEVELOPMENT 127231 0 0 0 988 0 7240 0 16315 0 151774 0 0 0 Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 3,300,685 including grants of $)(Revenue $ 1,555,253) OTHER PROGRAMS Form 990, Part III, Line 4a-4c Description of program services (Expenses $ 1,082,125 including grants of $ 660,269)(Revenue $ 304,485) THE ASSOCIATION SUPPORTS RESEARCH TO SUPPORT NEW INNOVATIONS AND TECHNIQUES IN THE FIELD OF ARTHROSCOPY. Form 990, Part VI, Line 6 Classes of members or stockholders THE ASSOCIATION CONSISTS OF DUES PAYING MEMBERS WHO ELECT A BOARD OF DIRECTORS TO GOVERN THE ASSOCIATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body A NOMINATION COMMITTEE IS CHOSEN BY THE MEMBERS. THE NOMINATION COMMITTEE CREATES A SLATE OF CANDIDATES FOR THE VARIOUS POSITIONS OF THE BOARD OF DIRECTORS. THE MEMBERS THEN VOTE ON THOSE POSITIONS FROM THE SLATE ALONG WITH AN OPPORTUNITY TO NOMINATE FROM THE FLOOR. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders MEMBERS MUST APPROVE ANY CHANGE IN THE ASSOCIATION BYLAWS. Form 990, Part VI, Line 11b Review of form 990 by governing body FORM 990 IS CIRCULATED ELECTRONICALLY IN ADVANCE OF FILING TO THE BOARD OF DIRECTORS. MEMBERS OF THE BOARD OF DIRECTORS MAY MAKE INQUIRIES OF THE ASSOCIATION STAFF ASSIGNED TO ITS PREPARATION OR OF THE INDEPENDENT AUDITORS WHO PREPARED THE RETURN. Form 990, Part VI, Line 12c Conflict of interest policy THOSE INDIVIDUALS ARE REQUIRED TO MAKE ANNUAL STATEMENTS ON THE AAOS WEBSITE. THE ASSOCIATION USES THIS INFORMATION AND DISTRIBUTES IT TO ALL BOARD MEMBERS IN ADVANCE OF ALL MEETINGS INCLUDING COMMITTEE MEETINGS. AS A FIRST MATTER OF BUSINESS, THE CHAIRMAN OF THE MEETING SOLICITS A VERBAL CONFIRMATION OF THE CONFLICT OF INTEREST INFORMATION CONTAINED IN THE MEETING AGENDA BOOKLET AND REQUIRES THE MEMBERS TO MAKE A VERBAL STATEMENT AS TO ANY CHANGES TO THE PRESENTED INFORMATION. Form 990, Part VI, Line 15a Process to establish compensation of top management official NONE OF THE MEMBERS OF THE BOARD OF DIRECTORS ARE COMPENSATED THEREFORE, THE PROCESS INCLUDES ONLY THE EXECUTIVE DIRECTOR (CEO) AND ASSOCIATION STAFF. THE PROCESS IS THE SAME FOR THE CEO AND ASSOCIATION STAFF. THE PROCESS IS INTEGRAL WITH THE BUDGET PROCESS, INITIALLY COMPENSATION IS REVIEWED BY THE CEO AND EXECUTIVE VICE PRESIDENT. TO INSURE THAT COMPENSATION IS APPROPRIATE, A COMPARISON TO A SURVEY TAKEN BY THE ASSOCIATION FORUM (A CHICAGO BASED ASSOCIATION OF ASSOCIATIONS), SPECIFICALLY COMPARED TO ASSOCIATIONS OF SIMILAR BUDGET SIZE, MEMBERSHIP COMPOSITION AND GEOGRAPHIC DEMOGRAPHICS. AN ATTEMPT IS MADE TO APPROXIMATE THE MEDIAN SALARY AND MEDIAN BONUS AT EACH POSITION. ANNUAL INCREASES ARE PEGGED TO THE CONSUMER PRICE INDEX. THIS PERCENTAGE IS APPLIED TO THE SURVEY RESULTS TO PROVIDE THE COMPENSATION BUDGETED FOR THE FOLLOWING YEAR. THE SCHEDULE OF PROPOSED COMPENSATION IS SUBMITTED TO THE FINANCE COMMITTEE, WHICH REVIEWS THE PROPOSED COMPENSATION ALONG WITH INTERVIEWS OF THE STAFF IF WARRANTED. THE COMMITTEE MAKES ITS RECOMMENDATION TO THE BOARD OF DIRECTORS AS PART OF THE ADOPTION OF THE BUDGET FOR THE FORTHCOMING YEAR. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION REVIEWS ARE COMPLETED ON AN ANNUAL BASIS FOR ALL STAFF BY THE CEO AND DIRECTOR/VP OF FINANCE. THE CEO'S CONTRACT IS REVIEWED EACH YEAR BY THE ASSOCIATION PRESIDENT. Form 990, Part VI, Line 19 Required documents available to the public GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, AND OUR FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VIII, Line 2f Other Program Service Revenue OTHER PROGRAM SERVICE REVENUE - Total Revenue: 43500, Related or Exempt Function Revenue: 43500, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: 0; Form 990, Part IX, Line 11g Other Fees Other Professional Fees - Total Expense: 1029062, Program Service Expense: 1028091, Management and General Expenses: 971, Fundraising Expenses: 0; Schedule I, Part I, Line 2 THE MANAGER OF MEMBER SERVICES MONITORS THE GRANTS AND AS PART OF THE CONTRACT WITH THE GRANTEE, A WRITTEN REPORT FROM THE GRANTEE AS TO THE RESULTS OF THE RESEARCH PROJECT IS REQUIRED ARTHROSCOPY ASSOCIATION OF NORTH AMERICA EDUCATION FOUNDATION 9400 W HIGGINS ROAD SUITE 200 ROSEMONT IL 60018 262136165 FUNDRAISING IL 501(c)(3) AANA true false false true false false false false false false false false false false false true false true false false ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND C 308886 CASH ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND O 292561 TIME ALLOCATION ARTHROSCOPY ASSN OF N AMERICA EDUCATION FND Q 170893 CASH