Civic Intelligence

The Ruth Jackson Orthopaedic Society Inc

990 • Fiscal year 2015 • EIN 52-1398991

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 12, 2016

9400 W Higgins Road Rm/Ste 500Rosemont, IL 60018-4263

(847) 384-4233

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.08x

Higher debt load relative to assets than 69% of similar nonprofits.

2015 filings • NTEE B90 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.14x

Higher debt load relative to revenue than 81% of similar nonprofits.

2015 filings • NTEE B90 • <$500k nonprofits • Source year 2015

Net Margin

69th percentile

17%

Higher net margin than 69% of similar nonprofits.

2015 filings • NTEE B90 • <$500k nonprofits • Source year 2015

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE B90 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

18%

Faster asset growth than 62% of similar nonprofits.

2015 filings • NTEE B90 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

58th percentile

13%

Faster revenue growth than 58% of similar nonprofits.

2015 filings • NTEE B90 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$459,510

Up $71,591 (+18%) from 2014

Net Assets

Up

$423,410

Up $43,824 (+12%) from 2014

Liabilities

Up

$36,100

Up $27,767 (+333%) from 2014

Revenue

Up

$263,860

Up $30,860 (+13%) from 2014

Expenses

Down

$219,165

Down $27,931 (-11%) from 2014

Net Income

Up

$44,695

Up $58,791 (+417%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $316,675Liabilities 2010: $481Net Assets 2010: $316,1942010Assets 2011: $335,113Liabilities 2011: $24,249Net Assets 2011: $310,8642011Assets 2012: $379,984Liabilities 2012: $4,819Net Assets 2012: $375,1652012Assets 2013: $427,171Liabilities 2013: $35,250Net Assets 2013: $391,9212013Assets 2014: $387,919Liabilities 2014: $8,333Net Assets 2014: $379,5862014Assets 2015: $459,510Liabilities 2015: $36,100Net Assets 2015: $423,4102015Assets 2016: $448,168Liabilities 2016: $11,661Net Assets 2016: $436,5072016Assets 2017: $484,983Liabilities 2017: $38,190Net Assets 2017: $446,7932017Assets 2018: $472,648Liabilities 2018: $72,489Net Assets 2018: $400,1592018Assets 2019: $447,743Liabilities 2019: $31,439Net Assets 2019: $416,3042019Assets 2020: $519,156Liabilities 2020: $74,310Net Assets 2020: $444,8462020Assets 2021: $543,537Liabilities 2021: $78,981Net Assets 2021: $464,5562021Assets 2022: $650,132Liabilities 2022: $52,750Net Assets 2022: $597,3822022Assets 2023: $762,768Liabilities 2023: $11,960Net Assets 2023: $750,8082023Assets 2024: $764,571Liabilities 2024: $70,650Net Assets 2024: $693,9212024

Highlighted filing

2015

Assets$459,510
Liabilities$36,100
Net Assets$423,410

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $176,152Expenses 2010: $204,538Net Income 2010: -$28,3862010Revenue 2011: $183,912Expenses 2011: $187,640Net Income 2011: -$3,7282011Expenses 2012: $184,0202012Revenue 2013: $212,194Expenses 2013: $199,655Net Income 2013: $12,5392013Revenue 2014: $233,000Expenses 2014: $247,096Net Income 2014: -$14,0962014Revenue 2015: $263,860Expenses 2015: $219,165Net Income 2015: $44,6952015Revenue 2016: $233,754Expenses 2016: $223,112Net Income 2016: $10,6422016Revenue 2017: $215,012Expenses 2017: $209,887Net Income 2017: $5,1252017Revenue 2018: $172,645Expenses 2018: $214,290Net Income 2018: -$41,6452018Revenue 2019: $244,378Expenses 2019: $235,262Net Income 2019: $9,1162019Revenue 2020: $195,429Expenses 2020: $171,243Net Income 2020: $24,1862020Revenue 2021: $161,127Expenses 2021: $147,388Net Income 2021: $13,7392021Revenue 2022: $466,139Expenses 2022: $321,401Net Income 2022: $144,7382022Revenue 2023: $538,846Expenses 2023: $392,178Net Income 2023: $146,6682023Revenue 2024: $517,547Expenses 2024: $575,580Net Income 2024: -$58,0332024

Highlighted filing

2015

Revenue$263,860
Expenses$219,165
Net Income$44,695
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 12, 2016
Return Version
2015v2.1
Gross Receipts
$263,860
Mission and Program Overview

Mission

The purpose of the society is to promote the professional development of and for women in orthopaedics throughout all stages of their careers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$245,169$314,381▲ $69,212
Accounts Receivable$92,172$95,419▲ $3,247
Investments in Publicly Traded Securities-$47,475-
Prepaid Expenses and Deferred Charges$2,120$2,235▲ $115
Total Assets$387,919$459,510▲ $71,591
Other Assets Total$48,458--
Liabilities
Deferred Revenue$550$20,400▲ $19,850
Accounts Payable and Accrued Expenses$7,783$15,700▲ $7,917
Total Liabilities$8,333$36,100▲ $27,767
Net Assets / Fund Balance
Unrestricted Net Assets$205,090$197,985▼ $7,105
Temporarily Rstr Net Assets$141,244$192,173▲ $50,929
Permanently Rstr Net Assets$33,252$33,252→ $0
Total Net Assets Fund Balance$379,586$423,410▲ $43,824
Total Liabilities and Net Assets / Fund Balance$387,919$459,510▲ $71,591

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$67,710-▼ $146-$67,564
2014$65,449$500▲ $1,761-$67,710
2013$63,310$500▲ $4,217$2,137$65,449
2012$59,974$700▲ $5,092$2,029$63,310
2011$63,398$700▼ $1,602$2,116$59,974
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kristy L Weber MdPresident
Jennifer M Wolf MdImm Presiden
Dawn Laporte MdMember at La
Julie E Adams MdMember at La
Rachel S Rohde MdMember at La
Alexandra E Page MdSecretary
Claudette M Lajam MdTreasurer
Lisa L Lattanza MdVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$121,117
Program Service Revenue
$141,881
Investment Income
$862
Other Revenue
$0
All Other Contributions
$121,117
Change in Net Assets
$44,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$263,860
Revenue Not Reported on Form 990
$-1,008
Total Revenue per Audited Statements
$262,852
Total Revenue per Form 990
$263,860
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,026
Grants and Similar Amounts Paid$43,139
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$84,384-$84,384
Conferences and Meetings$57,245--$57,245
Grants to Domestic Orgs$30,000--$30,000
Grants to Domestic Individuals$13,139--$13,139
Fees for Services Legal-$5,001-$5,001
Fees for Services Accounting-$4,700-$4,700
Insurance-$2,683-$2,683
Office Expenses-$2,429-$2,429
All Other Expenses-$2,073-$2,073
Other Expenses$1,386$3,570-$1,386
Information Technology-$858-$858
Fees for Service Investment Mgmnt Fees-$137-$137
Total Functional Expenses$108,687$110,478$0$219,165

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$219,165
Total Expenses per Form 990$219,165
Total Expenses per Audited Statements$219,028
Expenses Not Reported on Form 990$-137
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Louis Joint Replacement InstBridgeton, MO501c3Research$30,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Management duties are delegated to american academy of orthopaedic surgeons

Form 990, Page 6, Part VI, Line 6

There shall be eight (8) classes of membership: active, candidate, resident and fellow, student, affiliate, corresponding, emeritus, and honorary.

Form 990, Page 6, Part VI, Line 7A

Members elect the board of directors

Form 990, Page 6, Part VI, Line 11B

An independent certified public accounting firm (cpa) prepares the society's form 990 and submits the form to the society's management company for review. Within the management company, the form is reviewed by a certified public accountant with extensive nonprofit accounting experience. The management company submits the form to the society'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.

Form 990, Page 6, Part VI, Line 12C

All members present at the annual meeting are required to disclose conflicts of interest, which are printed in the meeting program book. In addition, all board and committee members are required to disclose all possible conflicts prior to each board and committee meetings. Members that refuse to sign the disclosure statement are forbidden to attend the meetings.

Form 990, Page 6, Part VI, Line 19

AVAILABLE ON REQUEST

Filing and Contact Details

Filer

Filer Name
The Ruth Jackson Orthopaedic
EIN
52-1398991
Address
9400 W HIGGINS ROAD RM/STE 500, ROSEMONT, IL 60018-4263

Signing Officer

Name
Marlene Demaio Md
Title
Treasurer
Phone
8473844233
Signed
2016-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa L Lattanza Md
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
20

Preparer

Firm
Kutchins Robbins & Diamond Ltd
Address
1101 PERIMETER DR STE 760, SCHAUMBURG, IL 60173
Preparer
Chad Porter
Phone
8472401040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Investment management fees netted on financial statements -137 investment management fees netted on financial statements 137

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The society's endowment funds are to be held in perpetuity and investment income is to be utilized for the society's mission.

Schedule D, Page 4, Part XI, Line 2D

Investment management fees netted on financial statements -137

Schedule D, Page 4, Part XII, Line 2D

Investment management fees netted on financial statements -137

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE SOCIETY'S ENDOWMENT FUNDS ARE TO BE HELD IN PERPETUITY AND INVESTMENT INCOME IS TO BE UTILIZED FOR THE SOCIETY'S MISSION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES NETTED ON FINANCIAL STATEMENTS -137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2INVESTMENT MANAGEMENT FEES NETTED ON FINANCIAL STATEMENTS -137
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST LOUIS JOINT REPLACEMENT INST
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0BRIDGETON
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTEES ARE REQUIRED TO SUBMIT FISCAL AND SCIENTIFIC REPORTS TO THE SCIENTIFIC COMMITTEE FOR REVIEW AT THE END OF THE GRANT PERIOD.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT DUTIES ARE DELEGATED TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE SHALL BE EIGHT (8) CLASSES OF MEMBERSHIP: ACTIVE, CANDIDATE, RESIDENT AND FELLOW, STUDENT, AFFILIATE, CORRESPONDING, EMERITUS, AND HONORARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ELECT THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM (CPA) PREPARES THE SOCIETY'S FORM 990 AND SUBMITS THE FORM TO THE SOCIETY'S MANAGEMENT COMPANY FOR REVIEW. WITHIN THE MANAGEMENT COMPANY, THE FORM IS REVIEWED BY A CERTIFIED PUBLIC ACCOUNTANT WITH EXTENSIVE NONPROFIT ACCOUNTING EXPERIENCE. THE MANAGEMENT COMPANY SUBMITS THE FORM TO THE SOCIETY'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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL MEMBERS PRESENT AT THE ANNUAL MEETING ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST, WHICH ARE PRINTED IN THE MEETING PROGRAM BOOK. IN ADDITION, ALL BOARD AND COMMITTEE MEMBERS ARE REQUIRED TO DISCLOSE ALL POSSIBLE CONFLICTS PRIOR TO EACH BOARD AND COMMITTEE MEETINGS. MEMBERS THAT REFUSE TO SIGN THE DISCLOSURE STATEMENT ARE FORBIDDEN TO ATTEND THE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE ON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENT MANAGEMENT FEES NETTED ON FINANCIAL STATEMENTS -137 INVESTMENT MANAGEMENT FEES NETTED ON FINANCIAL STATEMENTS 137
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalVolunteersCnt020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.65$0.71$6.94$5.18$5.76$0.58
2023Detailed filing. Detailed filing data is available for this year.$7.63$0.12$7.51$5.39$3.92$1.47
2022Detailed filing. Detailed filing data is available for this year.$6.50$0.53$5.97$4.66$3.21$1.45
2021Detailed filing. Detailed filing data is available for this year.$5.44$0.79$4.65$1.61$1.47$0.14
2020Detailed filing. Detailed filing data is available for this year.$5.19$0.74$4.45$1.95$1.71$0.24
2019Detailed filing. Detailed filing data is available for this year.$4.48$0.31$4.16$2.44$2.35$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.73$0.72$4.00$1.73$2.14$0.42
2017Detailed filing. Detailed filing data is available for this year.$4.85$0.38$4.47$2.15$2.10$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.48$0.12$4.37$2.34$2.23$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.60$0.36$4.23$2.64$2.19$0.45
2014Detailed filing. Detailed filing data is available for this year.$3.88$0.08$3.80$2.33$2.47$0.14
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.35$3.92$2.12$2.00$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.80$0.05$3.75$1.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.24$3.11$1.84$1.88$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.17$0.00$3.16$1.76$2.05$0.28