Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
17th percentile
Higher debt load relative to assets than 17% of similar nonprofits.
Liabilities / Revenue
17th percentile
Higher debt load relative to revenue than 17% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
35th percentile
Higher top officer pay than 35% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Assets
Up$3,561,608
Up $798,130 (+29%) from 2017
Net Assets
Up$3,558,411
Up $1,059,749 (+42%) from 2017
Liabilities
Down$3,197
Down $261,619 (-99%) from 2017
Revenue
Up$1,687,734
Up $1,177,402 (+231%) from 2017
Expenses
Up$428,029
Up $49,058 (+13%) from 2017
Net Income
Up$1,259,705
Up $1,128,344 (+859%) from 2017
Perform and assist in carrying out charitable and educational functions and purposes of the american shoulder and elbow surgeons.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $1,935,767 | $2,084,277 | ▲ $148,510 |
| Cash and Non-Interest-Bearing Accounts | $768,221 | $1,429,611 | ▲ $661,390 |
| Pledges and Grants Receivable | $52,722 | $39,798 | ▼ $12,924 |
| Accounts Receivable | $6,500 | $7,650 | ▲ $1,150 |
| Total Assets | $2,763,478 | $3,561,608 | ▲ $798,130 |
| Other Assets Total | $268 | $272 | ▲ $4 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $264,816 | $3,197 | ▼ $261,619 |
| Total Liabilities | $264,816 | $3,197 | ▼ $261,619 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $1,148,374 | $1,984,674 | ▲ $836,300 |
| Temporarily Rstr Net Assets | $1,096,288 | $1,319,737 | ▲ $223,449 |
| Permanently Rstr Net Assets | $254,000 | $254,000 | → $0 |
| Total Net Assets Fund Balance | $2,498,662 | $3,558,411 | ▲ $1,059,749 |
| Total Liabilities and Net Assets / Fund Balance | $2,763,478 | $3,561,608 | ▲ $798,130 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2018 | $275,152 | - | ▲ $123 | - | $270,742 |
| 2017 | $278,599 | - | ▲ $208 | - | $275,152 |
| 2016 | $281,211 | - | ▲ $388 | - | $278,599 |
| 2015 | $287,370 | $2,000 | ▲ $447 | - | $281,211 |
| 2014 | $282,588 | $11,000 | ▼ $318 | - | $287,370 |
| Name | Title |
|---|---|
| Anthony a Romeo Md | Past President |
| Jonathan B Ticker Md | President |
| Anthony Miniaci Md Frcsc | Trustee |
| April D Armstrong Md Frcsc | Trustee |
| Jon Jp Warner Md | Trustee |
| Robert H Bell Md | Trustee |
| William H Seitz Jr Md | Trustee |
| Gregory P Nicholson Md | Secretary/treasurer |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $393,387 |
| Other Expenses | $34,642 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $393,387 | - | - | $393,387 |
| Fees for Service Investment Mgmnt Fees | - | $15,976 | - | $15,976 |
| Fees for Services Legal | - | $12,528 | - | $12,528 |
| Fees for Services Accounting | - | $4,300 | - | $4,300 |
| Office Expenses | $33 | $223 | - | $256 |
| Other Expenses | - | $157 | - | $157 |
| Total Functional Expenses | $393,420 | $34,609 | $0 | $428,029 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $428,029 |
| Expenses per Audited Statements | $412,053 |
| Total Expenses per Audited Statements | $412,053 |
| Expenses Not Reported on Financial Statements | $15,976 |
| Expenses Not Reported on Form 990 | $0 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Foundation for Orthopaedic Research | Tampa, FL | 501c3 | Research | $24,750 |
| Hospital for Special Surgery | New York, NY | 501c3 | Research | $24,750 |
| Icahn School of Medicine at Mt Sinai | New York, NY | 501c3 | Research | $24,750 |
| Johns Hopkins University | Baltimore, MD | 501c3 | Research | $24,750 |
| Massachusetts General Hosptial | Boston, MA | 501c3 | Research | $24,750 |
| Medstar Union Memorial Hospital | Baltimore, MD | 501c3 | Research | $24,750 |
| Rhode Island Hospital | Providence, RI | 501c3 | Research | $24,750 |
| Rush Shoulder and Elbow Fellowship | Chicago, IL | 501c3 | Research | $24,750 |
| TX Ed & Research Fdn for Shoulder & Elbow Surgery | Houston, TX | 501c3 | Research | $24,750 |
| The Cleveland Clinic Foundation | Cleveland, OH | 501c3 | Research | $24,750 |
| The Trustees of Columbia University | New York, NY | 501c3 | Research | $24,750 |
| Univ of TX Health Science Center San Antonio | San Antonio, TX | 501c3 | Research | $24,750 |
| University of Florida | Gainesville, FL | 501c3 | Research | $24,750 |
| University of Washington | Seattle, WA | 501c3 | Research | $24,750 |
| William Beaumont Hospital | Royal Oak, MI | 501c3 | Research | $22,387 |
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| North America | Grant Making | Research | 0 | 0 | $20,000 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Management duties are performed by employees of the american academy of orthopaedic surgeons.”
“An independent certified public accounting firm (cpa) prepares the foundation's form 990 and submits the form to the foundation's management for review. Within the management, the form is reviewed by a certified public accountant with extensive nonprofit accounting experience. The management company submits the form to the foundation's treasurer for review. An electronic copy of the form is also provided to all voting members of the board for review. Questions and comments on the form by the treasurer and board members are directed back to the cpa and internal accountant for resolution. After all discussion points are resolved, the forms are finalized and provided to the treasurer for final review and signature.”
“Interested parties must disclose their position prior to engaging in any transaction that gives rise to conflict. The conflict is then evaluated by the executive committee.”
“Governing documents are available upon request.”
“The foundation's endowment funds are to be held in perpetuity and investment income is to be utilized for the foundation's mission.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 264816 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 3197 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 6500 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 7650 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PERFORM AND ASSIST IN CARRYING OUT CHARITABLE AND EDUCATIONAL FUNCTIONS AND PURPOSES OF THE AMERICAN SHOULDER AND ELBOW SURGEONS. |
| IRS990/AllOtherContributionsAmt | 0 | 1616746 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ANNA GREENE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8473844233 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 9400 W HIGGINS ROAD STE 500 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ROSEMONT |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 60018 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 768221 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1429611 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1616746 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 393387 |
| IRS990/CYInvestmentIncomeAmt | 0 | 70988 |
| IRS990/CYOtherExpensesAmt | 0 | 34642 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1259705 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 428029 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 1687734 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 1 |
| IRS990/Desc | 0 | FOSTER RESEARCH RELATIVE TO SHOULDER AND ELBOW SURGERY BY PROVIDING GRANTS TO PRESENTERS OF SCIENTIFIC PAPERS RELATING TO THE TECHNIQUES AND DEVELOPMENTS IN SHOULDER AND ELBOW SURGERY. ADDITIONALLY, THE FOUNDATION GIVES FELLOWSHIP GRANTS FOR THE EDUCATION AND TRAINING OF SHOULDER AND ELBOW CLINICIANS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 393420 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 4300 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 4300 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 12528 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 12528 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 15976 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 15976 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | JONATHAN B TICKER MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ANTHONY A ROMEO MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | GREGORY P NICHOLSON MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | APRIL D ARMSTRONG MD FRCSC |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROBERT H BELL MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | ANTHONY MINIACI MD FRCSC |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | WILLIAM H SEITZ JR MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | JON JP WARNER MD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | PAST PRESIDENT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SECRETARY/TREASURER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1984 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantAmt | 0 | 393387 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 393387 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 393387 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 1687734 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 70988 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 70988 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 1935767 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2084277 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PERFORM AND ASSIST IN CARRYING OUT CHARITABLE AND EDUCATIONAL FUNCTIONS AND PURPOSES OF THE AMERICAN SHOULDER AND ELBOW SURGEONS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2498662 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3558411 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -199956 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 223 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 33 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 256 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 268 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 272 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/Desc | 1 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 2 | BOARD EXPENSE |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 1244 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 181 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 157 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1244 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 181 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 157 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt | 0 | 254000 |
| IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt | 0 | 254000 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 52722 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 39798 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | GREGORY P NICHOLSON MD |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 452921 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 315546 |
| IRS990/PYInvestmentIncomeAmt | 0 | 57411 |
| IRS990/PYOtherExpensesAmt | 0 | 63425 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 131361 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 378971 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 510332 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1259705 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | COMMON BOARD WITH 501C6, EXAMINED IRS DETERMINATION |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | COMMON BOARD, ALL SUPPORT FOR RESEARCH AND EDUCATIONAL PURPOSES |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART IV, SECTION A, LINE 3B - DETERMINATION MADE BY ORG. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | PART IV, SECTION A, LINE 3C - CONTROLS FOR 170(C)(2)(B) |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | 1 |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 411474626 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | AMERICAN SHOULDER & ELBOW SURGEONS |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | 1 |
| IRS990ScheduleD/BoardDesignatedBalanceEOYPct | 0 | 0.00000 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 275152 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 270742 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -4533 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 123 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 278599 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 275152 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -3655 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 208 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 281211 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 278599 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -3000 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 388 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -5606 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 287370 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt | 0 | 2000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 281211 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -3000 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 447 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | -2900 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 282588 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt | 0 | 11000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 287370 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | -3000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -318 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 15976 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 412053 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 15976 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 15976 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -199956 |
| IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct | 0 | 0.93820 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -199956 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 15976 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 1671758 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE FOUNDATION'S ENDOWMENT FUNDS ARE TO BE HELD IN PERPETUITY AND INVESTMENT INCOME IS TO BE UTILIZED FOR THE FOUNDATION'S MISSION. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS |
| IRS990ScheduleD/TermEndowmentBalanceEOYPct | 0 | 0.06180 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 428029 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 1687734 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 1471802 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 412053 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt | 0 | 0 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt | 0 | 20000 |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt | 0 | NORTH AMERICA |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt | 0 | RESEARCH |
| IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt | 0 | GRANT MAKING |
| IRS990ScheduleF/BoycottCountriesInd | 0 | 0 |
| IRS990ScheduleF/ContinuationSpentAmt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/ContinuationTotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/ForeignCorpOwnershipInd | 0 | 0 |
| IRS990ScheduleF/ForeignPartnershipInd | 0 | 0 |
| IRS990ScheduleF/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt | 0 | 20000 |
| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt | 0 | CHECK |
| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt | 0 | RESEARCH |
| IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt | 0 | NORTH AMERICA |
| IRS990ScheduleF/InterestInForeignTrustInd | 0 | 0 |
| IRS990ScheduleF/PassiveForeignInvestmestCoInd | 0 | 0 |
| IRS990ScheduleF/SubtotalEmployeesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalOfficesCnt | 0 | 0 |
| IRS990ScheduleF/SubtotalSpentAmt | 0 | 20000 |
| IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt | 0 | RECIPIENTS MUST MEET CERTAIN CRITERIA TO BE ELIGIBLE FOR GRANTS FROM THE FOUNDATION. THE RECIPIENT MUST BE PRESENT AT THE ANNUAL MEETING. |
| IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990ScheduleF/Total501c3OrgCnt | 0 | 1 |
| IRS990ScheduleF/TotalEmployeeCnt | 0 | 0 |
| IRS990ScheduleF/TotalOfficeCnt | 0 | 0 |
| IRS990ScheduleF/TotalSpentAmt | 0 | 20000 |
| IRS990ScheduleF/TransferToForeignCorpInd | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 0 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 1 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 2 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 3 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 4 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 5 | 22387 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 6 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 7 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 8 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 9 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 10 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 11 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 12 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 13 | 24750 |
| IRS990ScheduleI/RecipientTable/CashGrantAmt | 14 | 24750 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 0 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 1 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 2 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 3 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 4 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 5 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 6 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 7 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 8 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 9 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 10 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 11 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 12 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 13 | 501C3 |
| IRS990ScheduleI/RecipientTable/IRCSectionDesc | 14 | 501C3 |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 0 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 1 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 2 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 3 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 4 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 5 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 6 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 7 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 8 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 9 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 10 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 11 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 12 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 13 | RESEARCH |
| IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt | 14 | RESEARCH |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 0 | THE CLEVELAND CLINIC FOUNDATION |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 1 | FOUNDATION FOR ORTHOPAEDIC RESEARCH |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 2 | RUSH SHOULDER AND ELBOW FELLOWSHIP |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 3 | TX ED & RESEARCH FDN FOR SHOULDER & ELBOW SURGERY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 4 | UNIV OF TX HEALTH SCIENCE CENTER SAN ANTONIO |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 5 | WILLIAM BEAUMONT HOSPITAL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 6 | MASSACHUSETTS GENERAL HOSPTIAL |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 7 | THE TRUSTEES OF COLUMBIA UNIVERSITY |
| IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt | 8 | ICAHN SCHOOL OF MEDICINE AT MT SINAI |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.