Civic Intelligence

Southwest Orthopaedic Trauma Associ

EIN 20-0267145 • 501(c)3 • Albuquerque, NM

Profile

Orthopaedic education and research.

823 Girard Blvd NEAlbuquerque, NM 87106

www.swotaweb.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2022

Net Margin

52nd percentile

8.3%

Higher net margin than 52% of similar nonprofits.

NTEE G • <$500k nonprofits • Source year 2022

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE G • <$500k nonprofits • Source year 2022

Asset Growth

63rd percentile

8.9%

Faster asset growth than 63% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

42%

Faster revenue growth than 77% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$36,274

Up $2,964 (+8.9%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$36,274

Up $2,964 (+8.9%) from 2021

Operations
Liabilities / RevenueScore unavailableNet Margin52nd percentile

Revenue

Up

$35,519

Up $10,496 (+42%) from 2021

Expenses

Up

$32,554

Up $22,874 (+236%) from 2021

Net Income

Down

$2,965

Down $12,378 (-81%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$80K$60K$40K$20K$0Assets 2010: $73,209Liabilities 2010: $0Net Assets 2010: $73,2092010Assets 2011: $56,146Liabilities 2011: $0Net Assets 2011: $56,1462011Assets 2012: $30,485Liabilities 2012: $0Net Assets 2012: $30,4852012Assets 2013: $26,921Liabilities 2013: $02013Assets 2014: $24,848Liabilities 2014: $02014Assets 2015: $20,630Net Assets 2015: $20,6302015Assets 2016: $39,098Net Assets 2016: $39,0982016Assets 2017: $42,253Net Assets 2017: $42,2532017Assets 2018: $28,524Net Assets 2018: $28,5242018Assets 2019: $29,450Net Assets 2019: $29,4502019Assets 2020: $17,967Net Assets 2020: $17,9672020Assets 2021: $33,310Net Assets 2021: $33,3102021Assets 2022: $36,274Net Assets 2022: $36,2742022

Highlighted filing

2022

Assets$36,274
Liabilities-
Net Assets$36,274
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$100K$50K$0-$50KRevenue 2010: $82,006Expenses 2010: $87,976Net Income 2010: -$5,9702010Revenue 2011: $58,150Expenses 2011: $75,213Net Income 2011: -$17,0632011Revenue 2012: $46,600Expenses 2012: $72,261Net Income 2012: -$25,6612012Revenue 2013: $37,200Expenses 2013: $40,764Net Income 2013: -$3,5642013Revenue 2014: $35,400Expenses 2014: $37,472Net Income 2014: -$2,0722014Revenue 2015: $37,711Expenses 2015: $41,930Net Income 2015: -$4,2192015Revenue 2016: $63,057Expenses 2016: $44,589Net Income 2016: $18,4682016Revenue 2017: $41,281Expenses 2017: $38,126Net Income 2017: $3,1552017Revenue 2018: $40,549Expenses 2018: $54,278Net Income 2018: -$13,7292018Revenue 2019: $38,396Expenses 2019: $37,470Net Income 2019: $9262019Revenue 2020: $2,778Expenses 2020: $14,260Net Income 2020: -$11,4822020Revenue 2021: $25,023Expenses 2021: $9,680Net Income 2021: $15,3432021Revenue 2022: $35,519Expenses 2022: $32,554Net Income 2022: $2,9652022

Highlighted filing

2022

Revenue$35,519
Expenses$32,554
Net Income$2,965
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,274
Liabilities
-
Net assets
$36,274
Revenue
$35,519
Expenses
$32,554
Net income
$2,965
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$36.3$36.3$35.5$32.6$2.97
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.3$33.3$25.0$9.68$15.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.0$18.0$2.78$14.3$11.5
2019Detailed filing. Detailed filing data is available for this year.$29.5$29.5$38.4$37.5$0.93
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$28.5$40.5$54.3$13.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$42.3$42.3$41.3$38.1$3.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$39.1$63.1$44.6$18.5
2015Detailed filing. Detailed filing data is available for this year.$20.6$20.6$37.7$41.9$4.22
2014Summary only. Only limited summary data is available for this year.$24.8$0.00$35.4$37.5$2.07
2013Summary only. Only limited summary data is available for this year.$26.9$0.00$37.2$40.8$3.56
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.5$0.00$30.5$46.6$72.3$25.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.1$0.00$56.1$58.2$75.2$17.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.2$0.00$73.2$82.0$88.0$5.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 7, 2023
Return Version
2022v5.0
Gross Receipts
$35,519
Mission and Program Overview

Mission

Orthopaedic education and research.

Program Services

DescriptionGrantsExpenses
NORMALLY HOST A TRAUMA TRAINING/ADVANCED TRAUMA UPDATE COURSE WITH APPROXIMATELY 60-70 SURGEONS PLUS FACULTY PARTICIPATING IN A FOUR-DAY COURSE WITH HANDS-ON MOTOR SKILLS AND DISCUSSION GROUPS, BUT DUE TO COVID, THE COURSE HAD TO BE CANCELLED FOR 2021.-$15,478
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CHAFEYVice Preside-$0--
GREGORY DESILVATreasurer-$0--
DAVID BENNETTDirector-$0--
DEANA MERCERPresident-$0--
THOMAS DECOSTERDirector-$0--
AHMED TABETSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Southwest Orthopaedic Trauma Associ
EIN
20-0267145
Phone
5054148815
Address
823 GIRARD BLVD NE, ALBUQUERQUE, NM 87106

Signing Officer

Name
Deana Mercer
Title
President
Signed
2023-08-07
Discuss with paid preparer
Yes

Preparer

Firm
The Royce CPA Firm Pllc
Address
3075 N SWAN RD, TUCSON, AZ 85712-1259
Preparer
Crystal Royce
Phone
5203214626
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 156 information technology 761 travel 4,356 conferences,conventions,meets 11,122 total 16,395”

Form 990-ez, Part III, Line 28

“Normally host a trauma training/advanced trauma update course with approximately 60-70 surgeons plus faculty participating in a four-day course with hands-on motor skills and discussion groups, but due to covid, the course had to be cancelled for 2021.”

Raw XML Appendix145 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JENNIFER LOVE
IRS990EZ/BooksInCareOfDetail/PhoneNum03038074366
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01205 PACE STREET UNIT K303
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LONGMONT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033309
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt036274
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt035519
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02965
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt015900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt033309
IRS990EZ/Form990TotalAssetsGrp/EOYAmt036274
IRS990EZ/GrossReceiptsAmt035519
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt033309
IRS990EZ/NetAssetsOrFundBalancesEOYAmt036274
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt033309
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt036274
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID CHAFEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREGORY DESILVA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID BENNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEANA MERCER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4THOMAS DECOSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5AHMED TABET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016395
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORTHOPAEDIC EDUCATION AND RESEARCH.
IRS990EZ/PrintingPublicationsPostageAmt0259
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NORMALLY HOST A TRAUMA TRAINING/ADVANCED TRAUMA UPDATE COURSE WITH APPROXIMATELY 60-70 SURGEONS PLUS FACULTY PARTICIPATING IN A FOUR-DAY COURSE WITH HANDS-ON MOTOR SKILLS AND DISCUSSION GROUPS, BUT DUE TO COVID, THE COURSE HAD TO BE CANCELLED FOR 2021.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt015478
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032554
IRS990EZ/TotalProgramServiceExpensesAmt015478
IRS990EZ/TotalRevenueAmt035519
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SWOTAWEB.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt035519
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025023
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02778
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt038396
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt040024
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0141740
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0525
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0525
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85940
IRS990ScheduleA/PublicSupportPY509Pct00.86490
IRS990ScheduleA/PublicSupportTotal509Amt0122265
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt020000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt020000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035519
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt025023
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02778
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt038396
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt040549
IRS990ScheduleA/Total509Grp/TotalAmt0142265
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt035519
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt025023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt038396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt040549
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0142265
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 156 INFORMATION TECHNOLOGY 761 TRAVEL 4,356 CONFERENCES,CONVENTIONS,MEETS 11,122 TOTAL 16,395
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NORMALLY HOST A TRAUMA TRAINING/ADVANCED TRAUMA UPDATE COURSE WITH APPROXIMATELY 60-70 SURGEONS PLUS FACULTY PARTICIPATING IN A FOUR-DAY COURSE WITH HANDS-ON MOTOR SKILLS AND DISCUSSION GROUPS, BUT DUE TO COVID, THE COURSE HAD TO BE CANCELLED FOR 2021.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEANA MERCER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCI
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0200267145
ReturnHeader/Filer/PhoneNum05054148815
ReturnHeader/Filer/USAddress/AddressLine1Txt0823 GIRARD BLVD NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087106
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464266537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE ROYCE CPA FIRM PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03075 N SWAN RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TUCSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0857121259
ReturnHeader/PreparerPersonGrp/PhoneNum05203214626
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRYSTAL ROYCE
ReturnHeader/ReturnTs02023-08-16T13:39:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEANA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MERCER
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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