Civic Intelligence

International Board of Shoulder And

EIN 81-2982743 • 501(c)3 • New York, NY

Profile

Ibses is an all-volunteer organization that supports, guides, and presents a triennial educational and scientific research-based conference known as the international congress of shoulder and elbow surgery (the conference). The conference's paramount focus is on education, scientific developments, and learning with respect to the diagnosis, treatment, and care, particularly by surgical means, of shoulder and elbow trauma and disease.

622 W 168th Street Ph 1130New York, NY 10032

www.ibses.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE E • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

NTEE E • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

NTEE E • $1M-$5M nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Assets

$1,021,457

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$1,021,457

No earlier filing loaded for comparison.

Revenue

$294,284

No earlier filing loaded for comparison.

Expenses

$66,051

No earlier filing loaded for comparison.

Net Income

$228,233

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2024: $1,021,457Liabilities 2024: $0Net Assets 2024: $1,021,4572024

Highlighted filing

2024

Assets$1,021,457
Liabilities$0
Net Assets$1,021,457

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2024: $294,284Expenses 2024: $66,051Net Income 2024: $228,2332024

Highlighted filing

2024

Revenue$294,284
Expenses$66,051
Net Income$228,233

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.29$0.07$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$294,284
Mission and Program Overview

Mission

Ibses is an all-volunteer organization that supports, guides, and presents a triennial educational and scientific research-based conference known as the international congress of shoulder and elbow surgery (the conference). The conference's paramount focus is on education, scientific developments, and learning with respect to the diagnosis, treatment, and care, particularly by surgical means, of shoulder and elbow trauma and disease.

To support, guide, and present a triennial educational and scientific research-based conference.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$692,061$920,294▲ $228,233
Accounts Receivable$101,163$101,163→ $0
Total Assets$793,224$1,021,457▲ $228,233
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$793,224$1,021,457▲ $228,233
Total Net Assets Fund Balance$793,224$1,021,457▲ $228,233
Total Liabilities and Net Assets / Fund Balance$793,224$1,021,457▲ $228,233
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$294,284
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$228,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,191
Salaries, Compensation, and Employee Benefits$1,860
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$37,446--$37,446
Fees for Services Accounting-$19,600-$19,600
Fees for Services Other$5,750--$5,750
Other Salaries and Wages$1,860--$1,860
All Other Expenses-$907-$907
Insurance-$488-$488
Total Functional Expenses$45,056$20,995$0$66,051
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
Business relationship with 35% controlled entity
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The organization's bylaws provide that non-member delegates, together with the then members of the board of directors, shall together vote for new members of the board. Throughout the organization's history, delegates have not exercised this right.

Form 990, Part VI, Section A, Line 7B

The organization's bylaws provide that non-member delegates, together with the then members of the board of directors, shall together vote for the international congress venue to be held six years subsequent to the meeting of delegates.

Form 990, Part VI, Section B, Line 11B

The return was prepared by an independent accounting firm and then reviewed and approved by the executive director of the organization. A copy of the return was distributed to the entire board prior to filing with the irs.

Form 990, Part VI, Section B, Line 12C

Each director, principal officer, and member of a committee with board delegated powers shall annually sign a statement which affirms that such person has received a copy of the conflicts of interest policy, has read and understands the policy, has agreed to comply with the policy; and understands that the organization is a charitable organization and that to maintain its federal tax exemption, it must engage primarily in activities which accomplish one or more of its tax-exempt purposes. In connection with any actual or possible conflicts of interest, an interested person must disclose the existence of his or her financial interest and all material facts to the directors and members of committees with board delegated powers considering the proposed transaction or arrangement.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, or financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
International Board of Shoulder and
EIN
81-2982743
Phone
2123050998
Address
622 W 168TH STREET PH 1130, NEW YORK, NY 10032

Signing Officer

Name
Dr William Levine
Title
Treasurer
Phone
2123050998
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Joseph P Iannotti
Formed
2016
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Trimnerbeckham Pllc
Address
1750 TYSONS BLVD SUITE 1500, MCLEAN, VA 22102
Preparer
David Trimner
Phone
7036631756
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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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IRS990/Desc0CONFERENCES HAVE BEEN HELD EVERY THIRD YEAR IN VARIOUS LOCATIONS, INCLUDING THE U.S., JAPAN, FRANCE, FINLAND, AUSTRALIA, SOUTH AFRICA, AND SOUTH KOREA. THE CONFERENCES CONTRIBUTE SIGNIFICANTLY TO EDUCATION ON THE DIAGNOSIS, CURE, AND TREATMENT OF ELBOW OR SHOULDER TRAUMA OR DISEASE, HAVE ENCOURAGED AND FACILITATED SCIENTIFIC EXCHANGE AND AWARENESS FOR THE BENEFIT OF THE PUBLIC, AND HAVE GREATLY BENEFITED THE ADVANCEMENT OF THE PUBLIC HEALTH OF AFFECTED PERSONS. THE PROCEEDINGS AND THE SCIENTIFIC AND EDUCATIONAL PAPERS PRESENTED AT THE CONFERENCE ARE PUBLISHED IN WORLD-CLASS EDUCATIONAL JOURNALS SUCH AS THE JOURNAL OF SHOULDER AND ELBOW SURGERY. SIGNIFICANT EDUCATIONAL OR SCIENTIFIC INFORMATION, KNOWLEDGE, AND/OR BEST PRACTICES COVERED AT THE CONFERENCES ARE GENERALLY BROADLY DISSEMINATED IN THE PUBLIC INTEREST. IBSES PERFORMS THESE ACTIVITIES, ENSURES CONTINUITY, CONDUCTS MISSION-RELATED ACTIVITY BETWEEN CONFERENCES INCLUDING THE CONTINUED COORDINATION AMONG VARIOUS NATIONAL AND INTERNATIONAL NONPROFIT AND GOVERNMENTAL INSTITUTIONS THAT SUPPORT THE ACTIVITIES AND GOALS OF THE CONFERENCES, AND ENSURES ON AN ONGOING BASIS THAT EACH CONFERENCE MEETS THE INTENDED EDUCATIONAL AND SCIENTIFIC OBJECTIVES. IBSES WILL ADVISE AND GUIDE FUTURE CONFERENCES, SUPPORT FUTURE CONFERENCES WITH SEED FUNDING, EVALUATE PROPOSALS FOR CONFERENCES, AND SUPPORT ACTIVITIES RELATING TO THE DIAGNOSIS, CURE, AND TREATMENT OF SHOULDER AND ELBOW TRAUMA OR DISEASE, PARTICULARLY BY SURGICAL MEANS.
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IRS990/MissionDesc0IBSES IS AN ALL-VOLUNTEER ORGANIZATION THAT SUPPORTS, GUIDES, AND PRESENTS A TRIENNIAL EDUCATIONAL AND SCIENTIFIC RESEARCH-BASED CONFERENCE KNOWN AS THE INTERNATIONAL CONGRESS OF SHOULDER AND ELBOW SURGERY (THE CONFERENCE). THE CONFERENCE'S PARAMOUNT FOCUS IS ON EDUCATION, SCIENTIFIC DEVELOPMENTS, AND LEARNING WITH RESPECT TO THE DIAGNOSIS, TREATMENT, AND CARE, PARTICULARLY BY SURGICAL MEANS, OF SHOULDER AND ELBOW TRAUMA AND DISEASE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BYLAWS PROVIDE THAT NON-MEMBER DELEGATES, TOGETHER WITH THE THEN MEMBERS OF THE BOARD OF DIRECTORS, SHALL TOGETHER VOTE FOR NEW MEMBERS OF THE BOARD. THROUGHOUT THE ORGANIZATION'S HISTORY, DELEGATES HAVE NOT EXERCISED THIS RIGHT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S BYLAWS PROVIDE THAT NON-MEMBER DELEGATES, TOGETHER WITH THE THEN MEMBERS OF THE BOARD OF DIRECTORS, SHALL TOGETHER VOTE FOR THE INTERNATIONAL CONGRESS VENUE TO BE HELD SIX YEARS SUBSEQUENT TO THE MEETING OF DELEGATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. A COPY OF THE RETURN WAS DISTRIBUTED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY; AND UNDERSTANDS THAT THE ORGANIZATION IS A CHARITABLE ORGANIZATION AND THAT TO MAINTAIN ITS FEDERAL TAX EXEMPTION, IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF HIS OR HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0793224
IRS990/TotalAssetsEOYAmt01021457
IRS990/TotalAssetsGrp/BOYAmt0793224
IRS990/TotalAssetsGrp/EOYAmt01021457
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020995
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt045056
IRS990/TotalFunctionalExpensesGrp/TotalAmt066051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0793224
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01021457
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt045056
IRS990/TotalProgramServiceRevenueAmt0294284
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0294284
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0294284
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0793224
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01021457
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0622 W 168TH STREET PH 1130
IRS990/USAddress/CityNm0NEW YORK
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd010032
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.IBSES.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR WILLIAM LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02123050998
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL BOARD OF SHOULDER AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELBOW SURGERY
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0812982743
ReturnHeader/Filer/PhoneNum02123050998
ReturnHeader/Filer/USAddress/AddressLine1Txt0622 W 168TH STREET PH 1130
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842953567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRIMNERBECKHAM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01750 TYSONS BLVD SUITE 1500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCLEAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022102
ReturnHeader/PreparerPersonGrp/PhoneNum07036631756
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID TRIMNER
ReturnHeader/ReturnTs02025-11-07T09:57:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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