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 941379470 WESTERN ORTHOPAEDIC ASSOCIATION WEST 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 JAY R LIEBERMAN MD 110 WEST ROAD 227 TOWSON MD 21204 748761 0 X WWW.WOA-ASSN.ORG X 1932 CA 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. 21 21 0 0 0 0 200335 188785 560081 484706 46631 65643 15551 9627 822598 748761 0 0 0 0 0 0 0 0 0 803186 639683 803186 639683 19412 109078 2457513 2810986 258699 174181 2198814 2636805 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 0 0 0 0 0 0 0 1 0 0 0 0 0 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 0 1 5 0 0 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X CHARLES FREITAG 4104944994 110 WEST ROAD TOWSON MD 21204 X NITIN N BHATIA MD PRESIDENT 1.00 X X 0 0 0 JAY R LIEBERMAN MD FIRST VICE PRESIDENT 1.00 X X 0 0 0 BASIL BESH MD SECOND VICE PRESIDENT 1.00 X X 0 0 0 DAVID TEUSCHER MD TREASURER 1.00 X X 0 0 0 CYNTHIA M KELLY MD SECRETARY 1.00 X X 0 0 0 WILLIAM J MALONEY MD PAST PRESIDENT 1.00 X X 0 0 0 THEODORE L STRINGER MD MANAGING DIRECTOR 1.00 X X 0 0 0 TODD KIM MD MEMBER AT LARGE 1.00 X 0 0 0 DAVID J MANSFIELD MD MEMBER AT LARGE 1.00 X 0 0 0 JENNIFER VAN WARMERDAM MD MEMBER AT LARGE 1.00 X 0 0 0 KATHRYN L SCHABEL MD BOC REPRESENTATIVE 1.00 X 0 0 0 JAMES FLINT MD JUNIOR MEMBER 1.00 X 0 0 0 MILTON T LITTLE MD JUNIOR MEMBER 1.00 X 0 0 0 JUSTIN HALLER MD PROGRAM COMMITTEE CO-CHAIR 1.00 X 0 0 0 SELINA SILVA MD JUNIOR MEMBER 1.00 X 0 0 0 DAVID H CHAFEY MD MEMERSHIP CHAIR 1.00 X 0 0 0 ALEXIS KLEINHANS LAY MEMBER 1.00 X 0 0 0 ROBERT R SLATER JR MD WOF PRESIDENT 1.00 X 0 0 0 JOHN SCOLARO MD PROGRAM COMMITTEE CO-CHAIR 1.00 X 0 0 0 WILLIAM CURTIS MD RESIDENT MEMBER 1.00 X 0 0 0 BENJAMIN V KELLEY MD RESIDENT MEMBER 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 234413 1 188785 188785 MEETINGS & COURSES 611430 484706 484706 484706 65643 65643 MISCELLANEOUS 900099 9627 9627 9627 748761 494333 0 65643 235413 12225 2223 25196 26897 5192 38761 286511 2508 PRINTING-RENEWALS, NEWS 4757 639683 73950 75117 143943 109850 35427 27270 2204193 2598749 2457513 2810986 131564 63871 127135 110310 258699 174181 X 2198814 2636805 2198814 2636805 2457513 2810986 109078 328913 0 X X 0 1 X 1 0 300136 86324 386460 239104 100000 -30640 8326 300138 211309 27795 239104 186267 200 26342 1500 211309 142555 27991 21931 6210 186267 0.00000 1.00000 0.00000 0 1 1 0 X 1267892 328913 192441 521354 746538 2223 2223 748761 723390 85930 85930 637460 2223 2223 639683 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD WITH THE OBJECTIVE OF PRESERVING PRINCIPAL WHILE GENERATING INCOME WHICH CAN BE USED FOR ONGOING RESEARCH OR EDUCATION PROJECTS, OR WHICH CAN BE REINVESTMENT IN THE ENDOWMENT TO SUPPORT FUTURE INCOME GROWTH. 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 192,441. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED WESTERN ORTHOPAEDIC FOUNDATION 85,930. 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. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE 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 COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, PAGE 12, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEAR. WESTERN ORTHOPAEDIC FOUNDATION 110 WEST ROAD SUITE 227 TOWSON MD 21204 473422203 TO ADVANCE EDUCATION, PATIENT CARE AND RESEARCH IN ORTHOPAEDICS CA 501(C)(3) LINE 11 WESTERN ORTHOPAEDIC ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0