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Nonprofit · EIN 04-2104359

JOURNAL OF BONE AND JOINT SURGERY INC

Tax-exempt · NEEDHAM, MA 02492

Financials

$9.2M$9.4M2023$9.2M$8.7M2024
Revenue Expenses · by fiscal year end
Financials of JOURNAL OF BONE AND JOINT SURGERY INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$9,217,032$8,674,134$542,898$29,567,439$2,645,856$26,921,583
December 31, 2023990-PF$9,203,764$9,399,751-$195,987$28,189,187$3,186,553$25,002,634
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$370
Dividends
$779,980
Interest
$126,979
Net gain from sales of assets
-$1,768
Other income
$8,311,471

Expenses

Grants and similar amounts paid
$28,045
Compensation of officers, directors and key employees
$168,750
Salaries, compensation and benefits (total)
$3,265,593
Disbursements for charitable purposes
$6,149,886
Excise tax on investment income
$83,970

Balance sheet and other

Total assets, start of year
$28,189,187
Total assets, end of year
$29,567,439
Total liabilities, end of year
$2,645,856
Net assets, end of year
$26,921,583
Fair market value of assets
$29,567,439
Qualifying distributions
$6,149,886
Net investment income
$7,146,252

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JASON MILLER
20 PICKERING ST, NEEDHAM, MA 02492
CEO40$396,166$61,470
DR MO BHANDARI MD
20 PICKERING ST, NEEDHAM, MA 02492
EDITOR IN CHIEF20$317,933$0
BETSY BELLAR
20 PICKERING ST, NEEDHAM, MA 02492
COO40$280,055$31,103
KATHRYN SHEA
20 PICKERING ST, NEEDHAM, MA 02492
SVP EDUCATIONAL EVEN
Highest-paid employee
40$158,140$39,595
ALLEN HARPER
20 PICKERING ST, NEEDHAM, MA 02492
AVP PUBLISHING
Highest-paid employee
40$140,468$32,508
BEV OUANNASS
20 PICKERING ST, NEEDHAM, MA 02492
AVP SALES & MARKETIN
Highest-paid employee
40$125,906$45,663
MO CLARK
20 PICKERING ST, NEEDHAM, MA 02492
DIRECTOR, FINANCE &
Highest-paid employee
40$122,573$23,524
CHRISTINA NELSON
20 PICKERING ST, NEEDHAM, MA 02492
DIRECTOR, PUBLISHING
Highest-paid employee
40$119,488$51,782
JAMES CARPENTER MD
20 PICKERING ST, NEEDHAM, MA 02492
CHAIR5$15,000$0
LEESA GALATZ MD
20 PICKERING ST, NEEDHAM, MA 02492
VICE CHAIR2$15,000$0
SURENA NAMDARI MD
20 PICKERING ST, NEEDHAM, MA 02492
TREASURER2$15,000$0
JOHN FLYNN
20 PICKERING ST, NEEDHAM, MA 02492
SECRETARY2$15,000$0
THOMAS VAIL MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
MARK GOLBERG
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
KRISTOFER JONES
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
5 more people on this return
NameTitleHours / weekCompensation
JUDITH BAUMHAUER MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000
JOSHUA JACOBS MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000
JENNIFER WOLF
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000
FRANK CUTITTA
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000
CHRISTINE LAMB
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000
990-PF for the year ended December 31, 2023: 20 people
NameTitleHours / weekCompensationOther / benefits
PAUL SANDFORD
20 PICKERING ST, NEEDHAM, MA 02492
CEO40$529,541$49,673
JASON MILLER
20 PICKERING ST, NEEDHAM, MA 02492
COO40$326,980$57,751
MARK GOLDSTEIN
20 PICKERING ST, NEEDHAM, MA 02492
SVP IT
Highest-paid employee
40$276,586$55,360
BETSY BELLAR
20 PICKERING ST, NEEDHAM, MA 02492
CHIEF EDUCATION OFFICER40$243,616$39,560
KATHRYN SHEA
20 PICKERING ST, NEEDHAM, MA 02492
SVP EDUCATIONAL EVEN
Highest-paid employee
40$152,323$38,121
ALLEN HARPER
20 PICKERING ST, NEEDHAM, MA 02492
AVP PUBLISHING
Highest-paid employee
40$134,833$30,297
BEV OUANNASS
20 PICKERING ST, NEEDHAM, MA 02492
AVP SALES & MARKETIN
Highest-paid employee
40$120,567$43,374
CHRISTINA NELSON
20 PICKERING ST, NEEDHAM, MA 02492
DIRECTOR, PUBLISHING
Highest-paid employee
40$108,157$46,946
JOSHUA JACOBS MD
20 PICKERING ST, NEEDHAM, MA 02492
CHAIR5$15,000$0
JAMES CARPENTER MD
20 PICKERING ST, NEEDHAM, MA 02492
VICE-CHAIR2$15,000$0
JUDITH BAUMHAUER MD
20 PICKERING ST, NEEDHAM, MA 02492
TREASURER2$15,000$0
THOMAS VAIL MD
20 PICKERING ST, NEEDHAM, MA 02492
SECRETARY2$15,000$0
FRANK CUTITTA
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
JOHN FLYNN
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
LEESA GALATZ MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
MARK GOLBERG
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
KRISTOFER JONES
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
JAMES KASSER MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
SURENA NAMDARI MD
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$15,000$0
CHRISTINE LAMB
20 PICKERING ST, NEEDHAM, MA 02492
TRUSTEE2$11,250$0

Address and contacts

Address (IRS master file)
20 PICKERING STREET, NEEDHAM, MA 02492-3197
Signed the 990-PF
JASON MILLER, CHIEF EXECUTIVE OFFICER
Phone
(781) 449-9780
Return prepared by
CBIZ ADVISORS LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
04-2104359
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,567,439
Income (IRS master file)
$9,257,037

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$9,217,032$8,674,134$29,567,439XML
990-TDecember 2024–––IRS
990-PFDecember 2023$9,203,764$9,399,751$28,189,187XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104359).

Questions about JOURNAL OF BONE AND JOINT SURGERY INC

What is the EIN of JOURNAL OF BONE AND JOINT SURGERY INC?
The employer identification number (EIN) of JOURNAL OF BONE AND JOINT SURGERY INC is 04-2104359.
Is JOURNAL OF BONE AND JOINT SURGERY INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to JOURNAL OF BONE AND JOINT SURGERY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOURNAL OF BONE AND JOINT SURGERY INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JOURNAL OF BONE AND JOINT SURGERY INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOURNAL OF BONE AND JOINT SURGERY INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOURNAL OF BONE AND JOINT SURGERY INC?
The 990-PF for the year ended December 31, 2024 lists 20 people; 20 received compensation from the organization, the highest $396,166 (JASON MILLER, CEO).
How much revenue does JOURNAL OF BONE AND JOINT SURGERY INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,217,032, expenses of $8,674,134 and total assets of $29,567,439 at year end.

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