2024-11-05T11:27:14-06:00 2023-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2023-01-01 134007269 EASTERN ORTHOPAEDIC EDUCATION FOUNDATION EAST 4104944994 110 WEST ROAD 227 TOWSON MD 21204 CHARLES FREITAG EXECUTIVE DIRECTOR 4104944994 2024-10-31 1 0 SUSAN KELLER P00245169 4107275735 2024-10-31 2023 2024-10-15 13:58:12Z MARK J LEMOS 110 WEST ROAD 227 TOWSON MD 21204 91270 0 X N/A X 1997 NY TO SUPPORT AND PROMOTE ORTHOPAEDIC SURGICAL EDUCATION. 3 3 0 0 0 0 83906 62418 0 0 24029 28852 0 0 107935 91270 88956 33685 0 0 0 0 0 0 0 23405 17085 112361 50770 -4426 40500 1372080 1535500 105068 43062 1267012 1492438 TO SUPPORT AND PROMOTE ORTHOPAEDIC SURGERY EDUCATION. 0 0 44360 33685 TO SUPPORT AND PROMOTE THE ENHANCEMENT AND ADVANCEMENT OF ORTHOPAEDIC EDUCATION. 44360 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 34 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHARLES FREITAG 4104944994 110 WEST ROAD SUITE 227 TOWSON MD 21204 X GLEN A BARDEN MD CHAIRMAN 1.00 X X 0 0 0 HENRY BACKE MD SECRETARY 1.00 X X 0 0 0 DAVID ROMNESS MD TREASURER 1.00 X X 0 0 0 CHITRANJAN S RANAWAT MD CHAIRMAN EMERITUS 1.00 X 0 0 0 MARK LEMOS MD EOA MANAGING DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 50500 11918 62418 28852 28852 91270 0 0 28852 33685 33685 16012 10675 5337 660 660 220 220 155 155 OTHER EXPENSES 38 38 50770 44360 6410 0 87244 68267 4000 3100 1154283 1337736 126553 126397 1372080 1535500 105068 28062 0 15000 105068 43062 X 963599 1145581 303413 346857 1267012 1492438 1372080 1535500 40500 184926 0 X 0 1 X 1 0 X X 1 EASTERN ORTHOPAEDIC ASSOCIATION 231738956 10 1 33685 0 1 33685 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: EASTERN ORTHOPEDIC ASSOCIATION (EOA), THE SUPPORTED ORGANIZATION, HAS BEEN IN EXISTENCE SINCE 1970. AS EOA GREW, IT REALIZED THAT NUMEROUS OF ITS OPERATIONS WERE IN FACT CHARITABLE IN NATURE, INCLUDING SPECIFICALLY MEDICAL EDUCATION FOR MEMBERS TO IMPROVE THEIR PATIENT CARE. AS A RESULT, IN 1997 EOA FORMED THE EASTERN ORTHOPEDIC EDUCATION FOUNDATION (EOEF) TO PROVIDE SUPPORT TO THE CHARITABLE PURPOSES WITHIN THE EOA. THE EOA MAINTAINS IT TAX EXEMPTION AS AN IRC SECTION 501(C)(6) EXEMPT ENTITY AND MANAGEMENT OF THAT ORGANIZATION CONFIRMS THAT TO THE BOARD OF EOEF ANNUALLY. ADDITIONALLY, DUE TO THE MAIN FUNDING SOURCE OF THE EOA BEING MEMBERSHIP DUES AND COURSE FEES, IF EOA WAS A CHARITABLE ENTITY IT WOULD QUALIFY UNDER IRC SECTION 509(A)(2). PART IV, SECTION A, LINE 3C: A REPRESENTATIVE OF THIS ORGANIZATION SITS ON THE BOARD OF EASTERN ORTHOPAEDIC ASSOCIATION TO ENSURE THAT THE ALL SUPPORT PAID IS IN FURTHERANCE OF THAT ENTITIES CHARITABLE PURPOSES. SPECIFICALLY THE SUPPORT HAS BEEN TO PAY FOR RESIDENTS TO ATTEND THE ANNUAL CONFERENCE, WHICH INCLUDES MEDICAL EDUCATION COURSES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125718 63938 189656 157048 -26180 5150 125718 157048 157048 0 0 0 OTHER ASSET - SYMETRA LIFE 126397 126397 X 1519453 184926 1243257 1428183 91270 0 91270 1041252 990482 990482 50770 0 50770 PART X, LINE 2: THE FOUNDATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RELATED EASTERN ORTHOPAEDIC ASSOCATION 1,243,257. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED EASTERN ORTHOPAEDIC ASSOCATION 990,482. 0 EASTERN ORTHOPAEDIC ASSOCIATION 110 WEST ROAD SUITE 227 TOWSON MD 21204 231738956 501(C)(6) 33685 0 TO ADVANCE THE ENHANCEMENT OF ORTHOPAEDIC EDUCATION 1 FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE ASSOCIATION ARE HANDLED UNDER A CONTRACT BETWEEN THE ASSOCIATION AND DATA TRACE MANAGEMENT SERVICES, LLC. FORM 990, PART VI, SECTION A, LINE 6 EASTERN ORTHOPAEDIC ASSOCIATION IS THE ONLY MEMBER OF THE EASTERN ORTHOPAEDIC EDUCATION FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A AS THE ONLY MEMBER THE EASTERN ORTHOPAEDIC ASSOCIATION APPOINTS THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B 990 WILL BE REVIEWED BY THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION B, LINE 12C AT BOARD MEETINGS MEMBERS ARE QUERIED AS TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. EASTERN ORTHOPAEDIC ASSOCIATION 110 WEST ROAD TOWSON MD 21204 231738956 TO PROMOTE THE ORTHOPAEDIC PROFESSION INCLUDING THROUGH EDUCATION PA 501(C)(6) EASTERN ORTHOPAEDIC ASSOCIATION 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 EASTERN ORTHOPAEDIC ASSOCIATION B 33685 FMV