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 231738956 EASTERN ORTHOPAEDIC ASSOCIATION 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 MD 110 WEST ROAD 227 TOWSON MD 21204 1036097 0 X WWW.EOA-ASSN.ORG X 1970 PA TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS. 22 22 0 0 0 0 224379 183278 439863 817733 29689 35086 0 0 693931 1036097 0 0 0 0 0 0 0 0 0 604167 990482 604167 990482 89764 45615 1743060 2093128 403516 578444 1339544 1514684 TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS. 0 0 TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 6 0 0 0 0 0 0 0 0 0 0 X 22 22 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHARLES FREITAG 4104944994 110 WEST ROAD TOWSON MD 21204 X ALEXUS COOPER MD RESIDENT MEMBER 1.00 X 0 0 0 AMAR S RANAWAT MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 CYNTHIA L EMORY MD MBA MEMBER AT LARGE 1.00 X 0 0 0 JOHN D KELLY IV MD HISTORIAN 1.00 X X 0 0 0 JOHN P MCCONNELL MD FIRST VICE PRESIDENT 1.00 X X 0 0 0 JOSHUA A BAUMFELD MD TREASURER 1.00 X X 0 0 0 KEVIN D PLANCHER MD MPH PRESIDENT 1.00 X X 0 0 0 MARC J LEVINE MD BOC REPRESENTATIVE 1.00 X 0 0 0 MARK J LEMOS MD MANAGING DIRECTOR 1.00 X 0 0 0 MICHAEL P AST MD MEMBER AT LARGE 1.00 X 0 0 0 NEIL P SHETH MD MEMBER AT LARGE 1.00 X 0 0 0 RICHARD M WILK MD SECOND VICE PRESIDENT 1.00 X X 0 0 0 SAMEH A LABIB MD SECRETARY 1.00 X X 0 0 0 STEPHEN BARCHICK MD RESIDENT MEMBER 1.00 X 0 0 0 GEOFFREY H WESTRICH MD BYLAWS CHAIR 1.00 X 0 0 0 ANIL S RANAWAT MD TECHNICAL EXHIBITS CHAIR 1.00 X 0 0 0 ARJUN SAXENA MD MBA TELECOMMUNICATIONS CHAIR 1.00 X 0 0 0 ELIZABETH MARTIN MD SCM CME ACCREDITATION CHAIR 1.00 X 0 0 0 BRUCE A MONAGHAN MD NEWSLETTER EDITOR 1.00 X 0 0 0 ADAM RANA MD SAE PROGRAM CHAIR 1.00 X 0 0 0 ROBERT N RICHARDS JR MD JAZZ BAND LEADER 1.00 X 0 0 0 SCOTT BODEN MD IMMEDIATE PAST MANAGING 1.00 X 0 0 0 0 0 0 0 0 0 0 DATA TRACE MANAGEMENT SERVICES LLC 110 WEST ROAD SUITE 227 TOWSON MD 21204 MANAGEMENT COMPANY 183926 1 160778 22500 183278 MEETINGS & COURSES 817733 817733 817733 35086 35086 1036097 817733 0 35086 209082 4280 29742 47672 5251 26895 658960 3060 PRINTING-RENEWALS, NEWS 3917 MISCELLANEOUS 1623 990482 120841 295263 173248 152890 76263 30021 1372708 1614954 1743060 2093128 157972 258334 94530 101770 151014 218340 403516 578444 X 1339544 1514684 1339544 1514684 1743060 2093128 X 45615 207160 -77635 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125718 63938 189656 157048 -26180 5150 125718 157048 157048 0 0 0 EMPLOYMENT AGREEMENT LIABILITY 218340 218340 X 1519453 207160 276196 483356 1036097 0 1036097 1041252 50770 50770 990482 0 990482 PART X, LINE 2: THE ASSOCIATION 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 WESTERN ORTHOPAEDIC FOUNDATION 276,196. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED EASTERN ORTHOPAEDIC FOUNDATION 50,770. 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 THE ASSOCATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE A SLATE OF PROSPECTIVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS ANNUALLY VOTE ON A SLATE OF OFFICERS FOR ELECTION, AND IF APPLICABLE IN A GIVEN YEAR WOULD ALSO VOTE ON ANY BY-LAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE MANAGEMENT COMPANY PRIOR TO BEING SIGNED BY A BOARD MEMBER. 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 B, LINE 15 OFFICERS AND BOARD MEMBERS DO NOT RECEIVE ANY COMPENSATION. 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. FORM 990, PART XI, LINE 9: PY ADJUSTMENT MADE ON THE FINANCIAL STATEMENTS -77,635. FORM 990, PART XII, PAGE 12, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEAR. EASTERN ORTHOPAEDIC EDUCATIONAL FOUNDATION 110 WEST RD STE 227 TOWSON MD 21204 134007269 PROMOTE THE ENHANCEMENT AND ADVANCEMENT OF ORTHOPAEDIC EDUCATION NY 501(C)(3) LINE 12B, II EASTERN ORTHOPAEDIC ASSOCIATION 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 EASTERN ORTHOPAEDIC EDUCATION FOUNDATION C 22500 FMV