Civic Intelligence

University Orthopaedic Association Inc

EIN 04-3666805 • 501(c)3 • Indianapolis, IN

View Organization Page

Profile

To engage actively and continuously in medical research and to provide medical education in conjunction with and auxillary to the operation of the indiana university school of medicine.

541 Clinical Drive 600Indianapolis, IN 46202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

36th percentile

0.0%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

34th percentile

0.0%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-2.9%

Faster revenue growth than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets5th percentile

Assets

Flat

$122,923

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$122,923

Flat from 2023

Operations
Liabilities / Revenue7th percentileNet Margin36th percentile

Revenue

Down

$11,590,406

Down $341,829 (-2.9%) from 2023

Expenses

Down

$11,590,406

Down $347,631 (-2.9%) from 2023

Net Income

Up

$0

Up $5,802 (+100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2010: $678,416Liabilities 2010: $106,549Net Assets 2010: $571,8672010Assets 2011: $781,110Liabilities 2011: $125,192Net Assets 2011: $655,9182011Assets 2012: $118,318Liabilities 2012: $167,424Net Assets 2012: -$49,1062012Assets 2013: $1,583,179Liabilities 2013: $71,516Net Assets 2013: $1,511,6632013Assets 2014: $75,949Liabilities 2014: $0Net Assets 2014: $75,9492014Assets 2015: $164,166Liabilities 2015: $106,737Net Assets 2015: $57,4292015Assets 2016: $182,061Liabilities 2016: $55,493Net Assets 2016: $126,5682016Assets 2017: $321,832Liabilities 2017: $201,573Net Assets 2017: $120,2592017Assets 2018: $105,531Liabilities 2018: $0Net Assets 2018: $105,5312018Assets 2019: $100,691Liabilities 2019: $0Net Assets 2019: $100,6912019Assets 2020: $161,436Liabilities 2020: $32,589Net Assets 2020: $128,8472020Assets 2021: $142,818Liabilities 2021: $0Net Assets 2021: $142,8182021Assets 2022: $128,725Liabilities 2022: $0Net Assets 2022: $128,7252022Assets 2023: $122,923Liabilities 2023: $0Net Assets 2023: $122,9232023Assets 2024: $122,923Liabilities 2024: $0Net Assets 2024: $122,9232024

Highlighted filing

2024

Assets$122,923
Liabilities$0
Net Assets$122,923
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,831,1242010Expenses 2011: $10,580,1102011Expenses 2012: $10,735,6392012Revenue 2013: $7,788,007Expenses 2013: $6,227,238Net Income 2013: $1,560,7692013Revenue 2014: $0Expenses 2014: $1,435,714Net Income 2014: -$1,435,7142014Revenue 2015: $7,223,765Expenses 2015: $7,242,285Net Income 2015: -$18,5202015Revenue 2016: $8,100,756Expenses 2016: $8,031,617Net Income 2016: $69,1392016Revenue 2017: $7,738,091Expenses 2017: $7,744,400Net Income 2017: -$6,3092017Revenue 2018: $8,064,983Expenses 2018: $8,079,711Net Income 2018: -$14,7282018Revenue 2019: $8,521,550Expenses 2019: $8,526,390Net Income 2019: -$4,8402019Revenue 2020: $9,991,225Expenses 2020: $9,963,069Net Income 2020: $28,1562020Revenue 2021: $11,069,222Expenses 2021: $11,055,251Net Income 2021: $13,9712021Revenue 2022: $10,511,925Expenses 2022: $10,512,159Net Income 2022: -$2342022Revenue 2023: $11,932,235Expenses 2023: $11,938,037Net Income 2023: -$5,8022023Revenue 2024: $11,590,406Expenses 2024: $11,590,406Net Income 2024: $02024

Highlighted filing

2024

Revenue$11,590,406
Expenses$11,590,406
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$122,923
Liabilities
$0
Net assets
$122,923
Revenue
$11,590,406
Expenses
$11,590,406
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$11.6$11.6$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$11.9$11.9$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.13$0.00$0.13$10.5$10.5$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$11.1$11.1$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.03$0.13$9.99$9.96$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.10$0.00$0.10$8.52$8.53$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$8.06$8.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.32$0.20$0.12$7.74$7.74$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.18$0.06$0.13$8.10$8.03$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.16$0.11$0.06$7.22$7.24$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.00$0.08$0.00$1.44$1.44
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.07$1.51$7.79$6.23$1.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.12$0.17$0.05$10.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.13$0.66$10.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.11$0.57$10.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$11,590,406
Mission and Program Overview

Mission

To engage actively and continuously in medical research and to provide medical education in conjunction with and auxillary to the operation of the indiana university school of medicine.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$122,923$122,923→ $0
Total Assets$122,923$122,923→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$122,923$122,923→ $0
Total Net Assets Fund Balance$122,923$122,923→ $0
Total Liabilities and Net Assets / Fund Balance$122,923$122,923→ $0
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
L Daniel WurtzPresident
Brian MullisBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,590,406
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,590,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$11,588,475--$11,588,475
Fees for Services Other-$1,931-$1,931
Total Functional Expenses$11,588,475$1,931$0$11,590,406
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Management reviews 990 upon completion.”

Form 990, Part VI, Section C, Line 19

“All documents required by law are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
University Orthopaedic Association Inc
EIN
04-3666805
Phone
3172787883
Address
541 CLINICAL DRIVE 600, INDIANAPOLIS, IN 46202

Signing Officer

Name
Daniel Wurtz
Title
President
Phone
3172783403
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Wurtz
Formed
2002
Legal Domicile
In
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, INDIANAPOLIS, IN 46240
Preparer
Lisa Curry
Phone
3175802000
Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA CURRY
ReturnHeader/ReturnTs02025-05-15T15:07:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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