2024-07-11T08:40:11-05:00 2023-09-30 420714325 RSM US LLP 227 WEST FIRST STREET SUITE 700 DULUTH MN 55802 990 2022-10-01 411823228 MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND MID- 5072813431 300 THIRD AVENUE SE 405 ROCHESTER MN 55904 DAVID G LEWALLEN MD MANAGING DIRECTOR 5072813431 2024-07-08 1 DAVID LEWALLEN MD 999009999 0 JULIE BOYER P01278549 2187275025 2024-07-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID G LEWALLEN MD 300 THIRD AVENUE SE 405 ROCHESTER MN 55904 120985 0 X HTTP://WWW.MAOA.ORG/ X 1996 MN SUPPORT THE EDUCATIONAL ACTIVITIES OF MID-AMERICA ORTHOPAEDIC ASSOCIATION, A RELATED 501(C)(6) 16 16 0 22 0 0 83675 120985 0 0 0 0 0 0 83675 120985 89389 91750 0 0 0 0 0 0 0 52793 14521 142182 106271 -58507 14714 40766 55480 0 0 40766 55480 X MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND IS ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATIONAL ACTIVITIES OF MID-AMERICA ORTHOPAEDIC ASSOCIATION, A RELATED 501(C)(6) ORGANIZATION. THE MISSION OF THE MID-AMERICA ORTHOPAEDIC ASSOCIATION IS TO SERVE ITS MEMBERS THROUGH OUTSTANDING EDUCATIONAL AND FELLOWSHIP OPPORTUNITIES AND TO PROVIDE VALUE-ADDED SERVICES, AT THE ANNUAL MEETING AND THROUGHOUT THE YEAR. 0 0 91271 76750 EDUCATION GRANTS ARE AWARDED TO SENIOR RESIDENTS (LAST TWO YEARS OF RESIDENCY) OR FELLOWS, NEW IN PRACTICE ORTHOPEDISTS (FIRST TWO YEAR OF PRACTICE), OR MEDICAL STUDENTS TO ATTEND THE MAOA ANNUAL MEETING. THE GRANTS AWARDED ARE FROM $1,250-$2,500 EACH. 4000 4000 PHYSICIAN IN TRAINING AWARDSFOUR $1,000 PRIZES FOR EXCELLENCE IN MEDICAL WRITING ARE GIVEN AT OUR ANNUAL MEETINGS. PAPERS ARE RATED ON CONTENT, TIMELINESS, THE HYPOTHESIS, MATERIAL AND METHODS, AND RESULTS. THESE PRIZES ARE GIVEN TO FELLOWS, RESIDENTS, OR MEDICAL STUDENTS WHO GIVE THE FOUR HIGHEST-RANKED PAPERS ON THE PROGRAM. THE RECIPIENT MUST BE THE FIRST AUTHOR ON THE PAPER AND THE INVESTIGATION AND MANUSCRIPT COMPLETION MUST OCCUR AT A MEDICAL FACILITY WITHIN THE MAOA 20-STATE AREA. THE PROGRAM COMMITTEE SELECTS THESE AWARD RECIPIENTS DURING THE MEETING AND THE TOP TWO AWARD WINNERS WILL ALSO HAVE AN OPPORTUNITY TO PRESENT THEIR PAPERS AT THE NEXT AAOS ANNUAL MEETING. 10000 10000 MULTIPURPOSE RESIDENT GRANTS USED FOR RESIDENTS TO: A. FUND TRAVEL TO ANOTHER INSTITUTION TO LEARN NEW TECHNIQUES/PROCEDURES B. FUND AN EDUCATIONAL TRIP ABROAD C. FUND A RESEARCH PROJECT AT THEIR HOME INSTITUTION 1000 1000 THE ORGANIZATIONS OFFERS THE FOLLOWING ADDITIONAL GRANTS:POSTER GRANTS ($1,000) - PRIZES AWARDED TO THE TOP-RATED POSTERS PRESENTED AT THEANNUAL MEETING. THE PROGRAM COMMITTEE SELECTS THESE POSTER AWARD WINNERS. 1000 1000 106271 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 MN X CAYEN VANLAERE 5072813431 300 THIRD AVENUE SE 405 ROCHESTER MN 55904 X WILLIAM A BROWN JD GENERAL COUNSEL 0.15 0.15 X X 0 0 0 WILLIAM W CROSS III MD TREASURER 0.15 0.15 X X 0 0 0 CRAIG J DELLA VALLE MD PRESIDENT 0.25 0.25 X X 0 0 0 ANTHONY F GUANCIALE MD SECRETARY 0.15 0.15 X X 0 0 0 JAMES A KEENEY MD FIRST VICE-PRESIDENT 0.15 0.15 X X 0 0 0 ROBERT L KURLAND MD HISTORIAN 0.15 0.15 X X 0 0 0 DAVID G LEWALLEN MD MANAGING DIRECTOR 2.50 2.50 X X 0 0 0 BRIAN R WOLF MD MS SECOND VICE-PRESIDENT 0.15 0.15 X X 0 0 0 JEFFREY A MACALENA MD TREASURER UNTIL 4/22/2023 0.15 0.15 X X 0 0 0 JULIE Y BISHOP MD MEMBER AT-LARGE (2 YEARS) 0.15 0.15 X 0 0 0 LISA K CANNADA MD EDUCATION COMMITTEE CHAIR UNTIL 4/22/2023 0.25 0.25 X 0 0 0 MATTHEW F DILISIO MD 2023 PROGRAM CHAIR UNTIL 4/22/2023 0.25 0.25 X 0 0 0 PAUL R FLEISSNER JR MD MEMBERSHIP COMMITTEE CHAIR 0.15 0.15 X 0 0 0 MATTHEW D KARAM MD EXHIBITS COMMITTEE CHAIR 0.25 0.25 X 0 0 0 BRETT R LEVINE MD MS EDUCATION COMMITTEE CHAIR 0.25 0.25 X 0 0 0 MATTHEW P ABDEL MD 2024 PROGRAM CHAIR 0.25 0.25 X 0 0 0 AMY L MCINTOSH MD MEMBER AT-LARGE (1 YEAR) UNTIL 4/22/2023 0.15 0.15 X 0 0 0 R MICHAEL MENEGHINI MD MEMBER AT-LARGE (1 YEAR) 0.15 0.15 X 0 0 0 ERIK T OTTERBERG MD IMMEDIATE PAST PRESIDENT 0.25 0.25 X 0 0 0 JUSTIN C SIEBLER MD MEMBER AT-LARGE (3 YEARS) 0.15 0.15 X 0 0 0 SCOTT M SPORER MD MEMBERSHIP COMMITTEE CHAIR UNTIL 4/22/2023 0.15 0.15 X 0 0 0 NORMAN S TURNER MD IMMEDIATE PAST PRESIDENT UNTIL 4/22/2023 0.25 0.25 X 0 0 0 0 0 0 0 0 0 0 0 120985 120985 120985 0 0 0 91750 91750 GUEST SPEAKER EXPENSES 9521 9521 MEETING EXPENSES 5000 5000 106271 106271 0 0 40766 55480 40766 55480 0 0 X 40766 40766 0 14714 40766 55480 40766 55480 14714 0 X X 1 X 0 1 0 X 167655 77296 94905 83675 120985 544516 167655 77296 94905 83675 120985 544516 258050 286466 544516 0.52610 0.55520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE ASSOCIATION AND THE EDUCATION AND RESEARCH FUND ARE EXEMPT FROM PAYING INCOME TAXES UNDER SECTIONS 501(C)(6) AND 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE STATUTES; THUS, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION FOLLOWS THE ACCOUNTING GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ASSOCIATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES TO THE EXTENT IT HAS UNRELATED BUSINESS INCOME. IN ACCORDANCE WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, MANAGEMENT HAS EVALUATED THE THERE ARE NO INCOME TAX EFFECTS WITH RESPECT TO ITS FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ASSOCIATION IS NO LONGER SUBJECT TO EXAMINATION BY FEDERAL OR STATE AUTHORITIES BEYOND THREE YEARS. IT HAS NOT BEEN NOTIFIED OF ANY IMPENDING EXAMINATION AND NO EXAMINATIONS ARE CURRENTLY IN PROCESS. 1 MULTIPURPOSE RESIDENT GRANTS 2 10000 PHYSICIAN IN TRAINING 4 4000 EDUCATION GRANTS 10 76750 POSTER 2 1000 PART I, LINE 2: RECIPIENTS OF MULTIPURPOSE RESIDENT GRANTS ARE ASKED TO SUBMIT FINAL ACCOUNTING REPORTS. RECIPIENTS OF TRAVELING FELLOWSHIPS ARE REIMBURSED WHEN EXPENSES ARE SUBMITTED. RECIPIENTS OF EDUCATION GRANTS, PHYSICIAN IN TRAINING AWARDS, AND POSTER AWARDS ARE GIVEN A SET AMOUNT AS A "PRIZE." FORM 990, PART VI, SECTION A, LINE 7A THE EDUCATION AND RESEARCH FUND IS MANAGED AND DIRECTED BY A BOARD OF DIRECTORS, COMPOSED EXCLUSIVELY OF THE PERSON WHO ARE FROM TIME TO TIME THE MEMBERS OF THE BOARD OF DIRECTORS OF MID-AMERICA ORTHOPAEDIC ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS AFTER IT IS SIGNED AND FILED WITH THE IRS. THE ORGANIZATION'S MANAGING DIRECTOR SIGNS THE RETURN. THIS PROCESS IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). PART XII, LINE 1 OTHER ACCOUNTING METHOD: THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING. MID-AMERICA ORTHOPAEDIC ASSOCIATION 300 THIRD AVENUE SE 405 ROCHESTER MN 55904 411434736 ENHANCE THE MUSCULOSKELETAL HEALTH AND WELL BEING OF ALL PEOPLE MN 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0