Nonprofit · EIN 36-2110592
AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS
Tax-exempt · ROSEMONT, IL 60018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $53,567,386 | $51,165,552 | $2,401,834 | $192,543,686 | $38,120,884 | $154,422,802 |
| December 31, 2023 | 990 | $46,499,521 | $49,716,028 | -$3,216,507 | $187,086,157 | $41,447,826 | $145,638,331 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,385,461
- Program service revenue
- $26,977,507
- Investment income
- $2,810,439
- Royalties
- $6,858,716
- Net gain from sales of assets
- -$595,957
- Net income from sales of inventory
- -$4,464,737
- Other revenue
- $2,393,979
Expenses
- Grants and similar amounts paid
- $533,363
- Compensation of officers, directors and key employees
- $9,693,509
- Other salaries and wages
- $10,273,407
- Salaries, compensation and benefits (total)
- $26,408,721
- Professional fundraising fees
- $0
- Legal fees
- $462,298
- Accounting fees
- $111,472
- Occupancy
- $2,780,761
- Travel
- $1,395,428
- Depreciation
- $4,847,795
- Program services (functional)
- $35,303,877
- Management and general (functional)
- $15,718,918
- Fundraising (functional)
- $142,757
Balance sheet and other
- Total assets, start of year
- $187,086,157
- Total assets, end of year
- $192,543,686
- Total liabilities, end of year
- $38,120,884
- Net assets, end of year
- $154,422,802
- Land, buildings and equipment
- $15,381,480
- Publicly traded securities
- $110,106,116
- Net assets without donor restrictions
- $153,456,819
- Net assets with donor restrictions
- $965,983
- Gross unrelated business income
- $1,674,978
- Gross receipts
- $96,376,513
- Employees
- 240
- Volunteers
- 4,000
- Year formed
- 1948
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS E AREND JR | CHIEF EXECUTIVE OFFICER Officer | 40 | $966,506 | $70,510 |
| KONSTANTINOS T DAMALAS | CHIEF OPERATING OFFICER Officer | 30 | $541,175 | $70,510 |
| ANNA SALT TROISE | CHIEF COMMERICAL OFFICER Officer | 40 | $458,389 | $64,560 |
| NATHAN T GLUSENKAMP | CHIEF QUALITY & REGISTRIES Officer | 45 | $407,033 | $70,510 |
| MELISSA A YOUNG | GENERAL COUNSEL Officer | 30 | $374,178 | $70,510 |
| CATHERINE A BOUDREAUX HAYES ASSOC | SENIOR GOVERNMENT RELATION Highest-paid employee | 5 | $299,068 | $56,071 |
| LAURA F ABRAHAMS | CHIEF HUMAN RESOURCE OFFICER Officer | 45 | $291,381 | $62,958 |
| RACHEL M BOWERS | FINANCE DIRECTOR Key employee | 30 | $278,720 | $60,936 |
| BENJAMIN HARKINSON | COMMERCIAL SOLUTIONS DIRECTOR Key employee | 40 | $274,220 | $62,615 |
| LISE PUCKORIUS OLC | OLC CHIEF EXECUTIVE OFFICER Key employee | 0.5 | $274,877 | $56,500 |
| ANTHONY PRIORE | CHIEF MARKETING AND COMMUNICATIONS OFFICER Key employee | 30 | $264,655 | $54,892 |
| HANS J KOELSCH | PUBLICATIONS DIRECTOR Key employee | 40 | $256,920 | $54,278 |
| SHOBHA RAVIKUMAR | SR ENGINEERING DIRECTOR Highest-paid employee | 50 | $241,860 | $58,930 |
| SCOTT HASKINS | IT OPERATIONS & SUPPORT DIRECTOR Highest-paid employee | 30 | $236,406 | $51,072 |
| TODD R APPLEBAUM | STRATEGIC PLANNING & PERFORMANCE MGMT DIRECTOR Key employee | 45 | $228,179 | $57,125 |
29 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SCOTT LIVINGSTON | CHIEF INFORMATION OFFICER Key employee | 30 | $231,619 | $52,652 |
| DONNA J MALERT | CHIEF GOVERNANCE DIRECTOR Key employee | 45 | $231,366 | $47,590 |
| BRIAN N MOORE | LEARNING & PRACTICE DIRECTOR Key employee | 50 | $210,913 | $55,526 |
| MARY L SHOAF ASSOC | GOVERNANCE DIRECTOR Key employee | 5 | $228,675 | $30,211 |
| REAGAN L BAYER | REGISTRIES OPERATIONS DIRECTOR Key employee | 45 | $204,457 | $49,653 |
| PAUL ZEMAITIS | LIVE EVENTS DIRECTOR Key employee | 50 | $198,296 | $55,065 |
| LANE S COMPTON | PROJECT MANAGEMENT OFFICE DIRECTOR Key employee | 50 | $195,120 | $54,086 |
| JAYSON N MURRAY | CLINICAL QUALITY AND VALUE DIRECTOR Key employee | 45 | $202,474 | $19,309 |
| REBECCA BONDS | DATA MANAGEMENT & BI DIRECTOR Highest-paid employee | 50 | $185,960 | $29,256 |
| MEGAN DRUMM | MARKETING DIRECTOR Highest-paid employee | 5 | $180,886 | $16,587 |
| GRAHAM H NEWSON RETIRED | GOVERNMENT RELATIONS VP Former | 5 | $152,004 | $0 |
| PAUL TORNETTA III MD | PRESIDENT Trustee or director, Officer | 7.5 | $110,417 | $0 |
| KEVIN J BOZIC MD | PAST PRESIDENT Trustee or director, Officer | 2.5 | $98,319 | $0 |
| ANNUNZIATO AMENDOLA MD | FIRST VICE-PRESIDENT Trustee or director, Officer | 5 | $65,833 | $0 |
| WILFORD K GIBSON MD | SECOND VICE-PRESIDENT Trustee or director, Officer | 5 | $34,027 | $0 |
| MICHAEL L PARKS MD | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| MININDER S KOCHER MD | TREASURER ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JOEL L MAYERSON | BOC CHAIR Trustee or director | 1 | $0 | $0 |
| MICHAEL J LEDDY III MD | BOC CHAIR-ELECT Trustee or director | 1 | $0 | $0 |
| JAMES WILLIAM BARBER | BOC SECRETARY Trustee or director | 1 | $0 | $0 |
| ARMANDO F VIDAL MD | BOS CHAIR Trustee or director | 1 | $0 | $0 |
| ADOLPH J YATES JR MD | BOS CHAIR-ELECT Trustee or director | 1 | $0 | $0 |
| JULIE B SAMORA MD | BOS SECRETARY Trustee or director | 1 | $0 | $0 |
| MONICA M PAYARES MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| SEAN TABAIE MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| EVALINA BURGER MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| JOHN T GILL MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| LISA N MASTERS | LAY MEMBER Trustee or director | 1 | $0 | $0 |
| LILLY MARKS | LAY MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 43 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| THOMAS E AREND JR | CHIEF EXECUTIVE OFFICER Officer | 40 | $944,865 | $65,241 |
| KONSTANTINOS T DAMALAS | CHIEF OPERATING OFFICER Officer | 30 | $636,591 | $61,740 |
| ANNA SALT TROISE | CHIEF COMMERICAL OFFICER Officer | 40 | $500,899 | $59,914 |
| NATHAN T GLUSENKAMP | CHIEF QUALITY & REGISTRIES Officer | 45 | $409,416 | $65,241 |
| MELISSA A YOUNG | GENERAL COUNSEL Key employee | 30 | $363,332 | $65,241 |
| GRAHAM H NEWSON RETIRED - ASSOC | GOVERNMENT RELATIONS VP Former | 5 | $302,337 | $55,974 |
| LAURA F ABRAHAMS | CHIEF HUMAN RESOURCE OFFIC Officer | 45 | $293,083 | $58,404 |
| BENJAMIN HARKINSON | COMMERCIAL SOLUTIONS DIREC Key employee | 40 | $271,261 | $58,071 |
| RACHEL M BOWERS | FINANCE DIRECTOR Key employee | 30 | $271,460 | $56,441 |
| LISE PUCKORIUS OLC | OLC CHIEF EXECUTIVE OFFICE Key employee | 0.5 | $266,952 | $52,584 |
| ANTHONY PRIORE | CHIEF MARKETING AND COMMUN Key employee | 30 | $260,668 | $51,022 |
| SUSAN A MCSORLEY | LIVE EVENTS VICE PRESIDENT Key employee | 45 | $259,343 | $51,159 |
| HANS J KOELSCH | PUBLICATIONS DIRECTOR Key employee | 40 | $244,747 | $50,427 |
| SHOBHA RAVIKUMAR | SR ENGINEERING DIRECTOR Highest-paid employee | 45 | $227,245 | $54,494 |
| SCOTT LIVINGSTON | IT OPERATIONS & SUPPORT DI Key employee | 30 | $226,342 | $54,721 |
| TODD R APPLEBAUM | STRATEGIC PLANNING & PERFO Key employee | 45 | $215,777 | $52,741 |
| DONNA J MALERT | GOVERNANCE DIRECTOR Key employee | 45 | $223,493 | $44,147 |
| SCOTT HASKINS | IT OPERATIONS & SUPPORT DI Highest-paid employee | 30 | $211,429 | $45,980 |
| BRIAN N MOORE | LEARNING & PRACTICE DIRECT Key employee | 50 | $199,269 | $50,184 |
| REAGAN L BAYER | REGISTRIES DIRECTOR Key employee | 45 | $196,682 | $45,937 |
| CATHERINE A BOUDREAUX HAYES ASSOC | SENIOR GOVERNMENT RELATION Highest-paid employee | 5 | $185,793 | $50,262 |
| SHREYASI DEB ASSOC | SR MANAGER HEALTH POLICY Highest-paid employee | 5 | $182,251 | $49,897 |
| LANE COMPTON | PROJECT MANAGEMENT OFFICE DIRECTOR Key employee | 45 | $181,332 | $50,120 |
| JAYSON N MURRAY | CLINICAL QUALITY AND VALUE Key employee | 45 | $210,910 | $18,746 |
| PAUL ZEMAITIS | LIVE EVENTS DIRECTOR Key employee | 45 | $181,838 | $33,615 |
| REBECCA BONDS | DATA MANAGEMENT & BI DIRECTOR Highest-paid employee | 45 | $183,067 | $27,543 |
| JOHN THOMAS KING RETIRED | CHIEF INFORMATION OFFICER Former | 30 | $177,721 | $26,233 |
| KEVIN J BOZIC MD | PRESIDENT Trustee or director, Officer | 7.5 | $127,083 | $0 |
| PAUL TORNETTA III MD | FIRST VICE-PRESIDENT Trustee or director, Officer | 5 | $69,160 | $0 |
| ANNUNZIATO AMENDOLA MD | SECOND VICE-PRESIDENT Trustee or director, Officer | 5 | $33,333 | $0 |
| FELIX H SAVOIE MD | PAST PRESIDENT Trustee or director, Officer | 2.5 | $20,000 | $0 |
| MICHAEL P BOLOGNESI MD | BOS SECRETARY Trustee or director | 1 | $600 | $0 |
| MICHAEL L PARKS MD | TREASURER Trustee or director, Officer | 1.5 | $0 | $0 |
| ALFONSO MEJIA MD | BOC CHAIR Trustee or director | 1 | $0 | $0 |
| JOEL L MAYERSON | BOC CHAIR-ELECT Trustee or director | 1 | $0 | $0 |
| MICHAEL J LEDDY III MD | BOC SECRETARY Trustee or director | 1 | $0 | $0 |
| ARMANDO F VIDAL MD | BOS CHAIR Trustee or director | 1 | $0 | $0 |
| ADOLPH J YATES MD | BOS CHAIR-ELECT Trustee or director | 1 | $0 | $0 |
| MONICA M PAYARES MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| CHAD A KRUGER MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| EVALINA BURGER MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| TONI M MCLAURIN MD | MEMBER AT LARGE Trustee or director | 1 | $0 | $0 |
| LISA N MASTERS | LAY MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9400 W HIGGINS RD STE 500, ROSEMONT, IL 60018-4976
- Principal officer (990 for 2024)
- THOMAS E AREND JR, 9400 W HIGGINS ROAD 500, ROSEMONT, IL 600184976
- Signed the 990
- RACHEL BOWERS, CHIEF FINANCIAL OFFICER
- Phone
- (847) 384-4254
- Website
- WWW.AAOS.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
SERVING OUR PROFESSIONALS TO PROVIDE THE HIGHEST QUALITY MUSCULOSKELETAL CARE.
Program accomplishments
- ANNUAL MEETING - PRESENTATION OF LECTURES AND SYMPOSIA ON ORTHOPAEDIC SURGERY AND RELATED TOPICS, NUMBER OF ATTENDEES IS 14,963 IN 2024.Expenses $11,107,938 · revenue $14,559,531
- COURSE EDUCATION - COURSES PROVIDED TO ORTHOPAEDIC PROFESSIONALS TO KEEP THEM ABREAST OF THE LATEST ADVANCES IN ORTHOPAEDIC SURGERY AND CARE AND TO PROVIDE CME. 16 COURSES OFFERED IN 2024.Expenses $1,740,269 · revenue $1,742,016
- OTHER PROGRAM SERVICES - INCLUDING PUBLIC RELATIONS, BOARD OF COUNCILORS, ADVOCACY, EDUCATION PROGRAMS, INTERNATIONAL ACTIVITIES, AND RESEARCH AND SCIENTIFIC AFFAIRS.Expenses $22,455,670 · grants $533,363 · revenue $4,354,278
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2110592
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1949
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Voluntary health associations and medical disciplines (G030)
- Assets (IRS master file)
- $192,543,686
- Income (IRS master file)
- $96,376,513
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $53,567,386 | $51,165,552 | $192,543,686 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $46,499,521 | $49,716,028 | $187,086,157 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $39,178,611 | $46,423,214 | $182,864,178 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-2110592).
Questions about AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS
- What is the EIN of AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS?
- The employer identification number (EIN) of AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS is 36-2110592.
- Is AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1949.
- Are donations to AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS?
- The 990 for the year ended December 31, 2024 names THOMAS E AREND JR.
- Who are the officers and directors of AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS?
- The 990 for the year ended December 31, 2024 lists 44 people; 30 received compensation from the organization, the highest $966,506 (THOMAS E AREND JR, CHIEF EXECUTIVE OFFICER).
- How much revenue does AMERICAN ACADEMY OF ORTHOPEDIC SURGEONS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $53,567,386, expenses of $51,165,552 and total assets of $192,543,686 at year end.
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