2024-11-07T08:55:04-06:00 2023-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2023-01-01 630876120 SOUTHERN ORTHOPAEDIC ASSOCIATION SOUT 4104944994 110 WEST ROAD 227 TOWSON MD 21204 CHARLES FREITAG EXECUTIVE DIRECTOR 4104944994 2024-11-05 1 0 SUSAN KELLER P00245169 4107275735 2024-11-01 2023 2024-10-15 13:58:12Z H CLAYTON THOMASON III 110 WEST ROAD 227 TOWSON MD 21204 676379 0 X WWW.SOAASSN.ORG X 1983 AL 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. 18 18 0 18 0 0 176507 153424 600659 471650 25037 51305 0 0 802203 676379 0 0 0 0 0 0 0 0 0 711987 651650 711987 651650 90216 24729 1635526 1961498 176517 317187 1459009 1644311 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 423347 471650 TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. 423347 1 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 ANDREW A SHINAR MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 BEN A ALMAN MD PRESIDENT-ELECT 1.00 X X 0 0 0 C LOWREY BARNES MD CO-EDITOR 1.00 X 0 0 0 CHRISTOPHER A HECK MD SECRETARY/VICE PRESIDENT 1.00 X X 0 0 0 DARREN L JOHNSON MD EDUCATION COMMITTEE CHAIR 1.00 X 0 0 0 DR MICHAEL P HORAN SR SOA BOC REPRSENTATIVE 1.00 X 0 0 0 E LYLE CAIN MD BOARD TRUSTEE 1.00 X 0 0 0 FREDERICK C FLANDRY MD FACS HISTORIAN 1.00 X 0 0 0 GREGORY GRABOWSKI MD MEMBER UNDER 40 1.00 X 0 0 0 H CLAYTON THOMASON III MD PRESIDENT 1.00 X X 0 0 0 JAMES A BROWNE MD TREASURER 1.00 X X 0 0 0 KEVIN W FARMER MD BOARD TRUSTEE 1.00 X 0 0 0 L ANDREW KOMAN MD CO-EDITOR 1.00 X 0 0 0 LEE R LEDDY MD BOARD TRUSTEE 1.00 X 0 0 0 MICHAEL BOLOGNESI MD BOARD TRUSTEE 1.00 X 0 0 0 MICHAEL O'BRIEN MD BOARD TRUSTEE 1.00 X 0 0 0 SCOTT D MAIR MD SAE CHAIR, BOARD TRUSTEE 1.00 X 0 0 0 SHAWN SKIP GILBER MD BOARD TRUSTEE 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 174240 1 135040 18384 153424 MEETINGS, COURSES & PU 813920 471650 471650 471650 51305 51305 676379 471650 0 51305 174240 174240 6400 6400 22582 21011 1571 24190 4179 20011 5096 5096 34554 25666 8888 279242 274491 4751 3053 3053 JOURNAL 98000 98000 OTHER EXPENSE 4293 4293 651650 423347 228303 0 17806 161545 138381 106821 31759 34674 1447580 1658458 1635526 1961498 86717 227967 89800 89220 176517 317187 X 1459009 1644311 1459009 1644311 1635526 1961498 24729 160573 0 X 1 X 0 0 0 X 187878 164002 254016 176507 153424 935827 501921 31106 589143 600659 471650 2194479 689799 195108 843159 777166 625074 3130306 0 0 0 3130306 20589 17504 15825 25037 51305 130260 20589 17504 15825 25037 51305 130260 710388 212612 858984 802203 676379 3260566 0.96000 0.97020 0.04000 0.02980 X 0 X 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 ASSOCIATION'S 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 TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. 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 ASSOCIATION IS A MEMBERSHIP ORGANIZATION, THE MEMBERS WORK TO FURTHER THE ORGANIZATION'S MISSION TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE SLATE OF PROPOSED 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 TWICE A YEAR 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.