Civic Intelligence

The Ruth Jackson Orthopaedic Society Inc

990 • Fiscal year 2017 • EIN 52-1398991

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 13, 2018

9400 W Higgins Road Suite 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

71st percentile

0.08x

Higher debt load relative to assets than 71% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.18x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Net Margin

47th percentile

2.4%

Higher net margin than 47% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2017 filings • NTEE B90 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

8.2%

Faster asset growth than 56% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

34th percentile

-8.0%

Faster revenue growth than 34% of similar nonprofits.

2017 filings • NTEE B90 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$484,983

Up $36,815 (+8.2%) from 2016

Net Assets

Up

$446,793

Up $10,286 (+2.4%) from 2016

Liabilities

Up

$38,190

Up $26,529 (+228%) from 2016

Revenue

Down

$215,012

Down $18,742 (-8.0%) from 2016

Expenses

Down

$209,887

Down $13,225 (-5.9%) from 2016

Net Income

Down

$5,125

Down $5,517 (-52%) from 2016

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

2017

Assets$484,983
Liabilities$38,190
Net Assets$446,793

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

2017

Revenue$215,012
Expenses$209,887
Net Income$5,125
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 13, 2018
Return Version
2017v2.3
Gross Receipts
$215,012
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$296,933$330,081▲ $33,148
Accounts Receivable$98,974$95,469▼ $3,505
Investments in Publicly Traded Securities$50,081$57,237▲ $7,156
Prepaid Expenses and Deferred Charges$2,180$2,196▲ $16
Total Assets$448,168$484,983▲ $36,815
Liabilities
Deferred Revenue$9,925$24,458▲ $14,533
Accounts Payable and Accrued Expenses$1,736$13,732▲ $11,996
Total Liabilities$11,661$38,190▲ $26,529
Net Assets / Fund Balance
Temporarily Rstr Net Assets$213,174$227,647▲ $14,473
Unrestricted Net Assets$190,081$185,894▼ $4,187
Permanently Rstr Net Assets$33,252$33,252→ $0
Total Net Assets Fund Balance$436,507$446,793▲ $10,286
Total Liabilities and Net Assets / Fund Balance$448,168$484,983▲ $36,815

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$71,098-▲ $6,367-$77,465
2016$67,564-▲ $3,534-$71,098
2015$67,710-▼ $146-$67,564
2014$65,449$500▲ $1,761-$67,710
2013$63,310$500▲ $4,217$2,137$65,449
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claudette M Lajam MdPresident
Lisa L Lattanza MaImm Past Pre
Ana Palmieri MdMember at La
Deborah C Bohn MdMember at La
Jacqueline Brady MdMember at La
Dawn M Laporte MdSecretary
Marelene Demaio MdTreasurer
Alexandra E Page MdVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$82,641
Program Service Revenue
$130,578
Investment Income
$1,793
Other Revenue
$0
All Other Contributions
$82,641
Change in Net Assets
$5,125

Audited Revenue Reconciliation

Revenue per Audited Statements
$214,425
Revenue Not Reported on Financial Statements
$587
Revenue Not Reported on Form 990
$5,161
Total Revenue per Audited Statements
$219,586
Total Revenue per Form 990
$215,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$152,587
Grants and Similar Amounts Paid$57,300
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$91,260-$91,260
Conferences and Meetings$32,945--$32,945
Grants to Domestic Orgs$30,000--$30,000
Grants to Domestic Individuals$27,300--$27,300
Fees for Services Accounting-$4,900-$4,900
Insurance-$2,727-$2,727
All Other Expenses-$2,520-$2,520
Office Expenses-$2,400-$2,400
Other Expenses$3,083$1,702-$1,702
Information Technology-$1,230-$1,230
Fees for Service Investment Mgmnt Fees-$587-$587
Total Functional Expenses$93,328$116,559$0$209,887

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$209,887
Expenses per Audited Statements$209,300
Total Expenses per Audited Statements$209,300
Expenses Not Reported on Financial Statements$587
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beth Israel Deaconess Medical CntrBoston, MA501c3Research$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 meeting. 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 SUITE 500, ROSEMONT, IL 60018-4263

Signing Officer

Name
Julie Samora Md
Title
Treasurer
Phone
8473844233
Signed
2018-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alexandra E Page Md
Formed
1984
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
35

Preparer

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

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.

Raw XML AppendixShowing 400 of 450 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt05000
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0233000
IRS990ScheduleA/Total509Grp/TotalAmt0941341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0215012
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0945626
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt077465
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt06367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt067564
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt071098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03534
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt067710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt067564
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-146
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt065449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0500
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01761
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04217
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02137
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IRS990ScheduleD/ExpensesSubtotalAmt0209300
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0587
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0587
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05161
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42920
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0587
IRS990ScheduleD/RevenueSubtotalAmt0214425
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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.22190
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IRS990ScheduleD/TotalRevenuePerForm990Amt0215012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0219586
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0209300
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027300
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESEARCH
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BETH ISRAEL DEACONESS MEDICAL CNTR
IRS990ScheduleI/RecipientTable/RecipientEIN0042103881
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0330 BROOKLINE AVENUE CLS 442
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BOSTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002215
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
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
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 MEETING. MEMBERS THAT REFUSE TO SIGN THE DISCLOSURE STATEMENT ARE FORBIDDEN TO ATTEND THE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AVAILABLE ON REQUEST
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
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IRS990/TaxExemptBondsInd0false
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt093328
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209887
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IRS990/TotalRevenueGrp/ExclusionAmt01793
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0130578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215012
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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