Civic Intelligence

Eastern Orthopaedic Association

990 • Fiscal year 2019 • EIN 23-1738956

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

110 West Road No 227Towson, MD 21204

(410) 494-4994

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.27x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

80th percentile

0.44x

Higher debt load relative to revenue than 80% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Net Margin

66th percentile

8.5%

Higher net margin than 66% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2019 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2019

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

38%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,557,826

Up $183,404 (+13%) from 2018

Net Assets

Up

$1,134,975

Up $267,977 (+31%) from 2018

Liabilities

Down

$422,851

Down $84,573 (-17%) from 2018

Revenue

Up

$970,015

Up $265,868 (+38%) from 2018

Expenses

Up

$887,206

Up $203,443 (+30%) from 2018

Net Income

Up

$82,809

Up $62,425 (+306%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2010: $819,824Liabilities 2010: $537,254Net Assets 2010: $282,5702010Assets 2011: $1,054,460Liabilities 2011: $661,077Net Assets 2011: $393,3832011Assets 2012: $979,754Liabilities 2012: $472,699Net Assets 2012: $507,0552012Assets 2013: $1,230,313Liabilities 2013: $552,932Net Assets 2013: $677,3812013Assets 2014: $1,226,392Liabilities 2014: $460,221Net Assets 2014: $766,1712014Assets 2015: $1,081,488Liabilities 2015: $426,166Net Assets 2015: $655,3222015Assets 2016: $1,138,033Liabilities 2016: $391,043Net Assets 2016: $746,9902016Assets 2017: $1,318,969Liabilities 2017: $390,254Net Assets 2017: $928,7152017Assets 2018: $1,374,422Liabilities 2018: $507,424Net Assets 2018: $866,9982018Assets 2019: $1,557,826Liabilities 2019: $422,851Net Assets 2019: $1,134,9752019Assets 2020: $1,729,712Liabilities 2020: $451,301Net Assets 2020: $1,278,4112020Assets 2021: $1,973,283Liabilities 2021: $413,343Net Assets 2021: $1,559,9402021Assets 2022: $1,743,060Liabilities 2022: $403,516Net Assets 2022: $1,339,5442022Assets 2023: $2,093,128Liabilities 2023: $578,444Net Assets 2023: $1,514,6842023Assets 2024: $2,204,015Liabilities 2024: $452,944Net Assets 2024: $1,751,0712024

Highlighted filing

2019

Assets$1,557,826
Liabilities$422,851
Net Assets$1,134,975

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $596,0522010Expenses 2011: $545,1652011Expenses 2012: $579,0652012Revenue 2013: $677,169Expenses 2013: $603,622Net Income 2013: $73,5472013Revenue 2014: $647,466Expenses 2014: $596,791Net Income 2014: $50,6752014Revenue 2015: $531,452Expenses 2015: $618,210Net Income 2015: -$86,7582015Revenue 2016: $618,448Expenses 2016: $574,411Net Income 2016: $44,0372016Revenue 2017: $679,433Expenses 2017: $621,416Net Income 2017: $58,0172017Revenue 2018: $704,147Expenses 2018: $683,763Net Income 2018: $20,3842018Revenue 2019: $970,015Expenses 2019: $887,206Net Income 2019: $82,8092019Revenue 2020: $241,012Expenses 2020: $252,808Net Income 2020: -$11,7962020Revenue 2021: $796,341Expenses 2021: $675,633Net Income 2021: $120,7082021Revenue 2022: $693,931Expenses 2022: $604,167Net Income 2022: $89,7642022Revenue 2023: $1,036,097Expenses 2023: $990,482Net Income 2023: $45,6152023Revenue 2024: $1,088,549Expenses 2024: $1,040,178Net Income 2024: $48,3712024

Highlighted filing

2019

Revenue$970,015
Expenses$887,206
Net Income$82,809
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$970,015
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,065,821$1,280,670▲ $214,849
Cash and Non-Interest-Bearing Accounts$244,700$215,277▼ $29,423
Prepaid Expenses and Deferred Charges$30,952$38,154▲ $7,202
Accounts Receivable$32,949$23,725▼ $9,224
Total Assets$1,374,422$1,557,826▲ $183,404
Liabilities
Other Liabilities$214,789$199,105▼ $15,684
Accounts Payable and Accrued Expenses$197,502$128,261▼ $69,241
Deferred Revenue$95,133$95,485▲ $352
Total Liabilities$507,424$422,851▼ $84,573
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$866,998$1,134,975▲ $267,977
Total Net Assets Fund Balance$866,998$1,134,975▲ $267,977
Total Liabilities and Net Assets / Fund Balance$1,374,422$1,557,826▲ $183,404
Compensation and Service Providers

Board Members and Trustees

NameTitle
Anil S Ranawat MdMembership Chair
Joshua a BaumfeldProgram Chair
John D Kelly Iv MdImmediate Past President
Marc J Levine MdPresident
Amar S Ranawat MdFirst Vice President
Kevin D Plancher MdSecond Vice President
Scott D Boden MdManaging Director
Robert P Boran Jr MdHistorian
Adam Rana MdMember at Large
Cynthia L Emory MdMember at Large
Thomas R Bowen MdMember at Large
Richard M Wilk MdSecretary
Sameh Sam a Labib MdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Data Trace Management Services LLCManagement Company110 WEST ROAD SUITE 227, Towson, MD 21204$235,269
Revenue and Support

Revenue Composition

Contributions and Grants
$192,612
Program Service Revenue
$747,724
Investment Income
$29,679
Other Revenue
$0
All Other Contributions
$21,000
Change in Net Assets
$82,809
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,206
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
Conferences and Meetings---$546,123
Fees for Services Management---$235,269
Advertising---$29,632
Travel---$28,614
Office Expenses---$26,514
Fees for Services Accounting---$4,820
Other Expenses---$4,425
Information Technology---$3,969
Insurance---$3,323
Total Functional Expenses$0$0$0$887,206
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employment Agreement Liability$199,105
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
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Board members anil and amar ranawat are related.

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 assocation is a membership organization.

Form 990, Part VI, Section A, Line 7A

Members of the association vote annually on the a 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 any compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Eastern Orthopaedic Association
EIN
23-1738956
Phone
4104944994
Address
110 WEST ROAD NO 227, TOWSON, MD 21204

Signing Officer

Name
Charles Freitag
Title
Executive Director
Phone
4104944994
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott D Boden Md
Formed
1970
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Elisabeth J Dembeck
Phone
4107275735
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0704147
IRS990/ReconcilationRevenueExpnssAmt082809
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0199105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EMPLOYMENT AGREEMENT LIABILITY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0199105
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ANIL AND AMAR RANAWAT ARE RELATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DAY TO DAY OPERATIONS OF THE ASSOCIATION ARE HANDLED UNDER A CONTRACT BETWEEN THE ASSOCIATION AND DATA TRACE MANAGEMENT SERVICES, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCATION IS A MEMBERSHIP ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE A SLATE OF PROSPECTIVE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FORM 990 WAS REVIEWED BY THE MANAGEMENT COMPANY PRIOR TO BEING SIGNED BY A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AT BOARD MEETINGS MEMBERS ARE QUERIED AS TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7OFFICERS AND BOARD MEMBERS DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EASTERN ORTHOPAEDIC EDUCATIONAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0134007269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROMOTE THE ENHANCEMENT AND ADVANCEMENT OF ORTHOPAEDIC EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12B, II
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt056000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0EASTERN ORTHOPAEDIC EDUCATION FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesGrp/BOYAmt0507424
IRS990/TotalLiabilitiesGrp/EOYAmt0422851
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd01
IRS990/TravelGrp/TotalAmt028614
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0110 WEST ROAD NO 227
IRS990/USAddress/CityNm0TOWSON
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IRS990/USAddress/ZIPCd021204
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.EOA-ASSN.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES FREITAG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04104944994
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EASTERN ORTHOPAEDIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0EAST
ReturnHeader/Filer/EIN0231738956
ReturnHeader/Filer/PhoneNum04104944994
ReturnHeader/Filer/USAddress/AddressLine1Txt0110 WEST ROAD NO 227
ReturnHeader/Filer/USAddress/CityNm0TOWSON
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.246.120.254
ReturnHeader/FilingSecurityInformation/IPDt02020-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm016:00:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520959934
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIN & TUCKER CHARTERED

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.45$1.75$1.09$1.04$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.09$0.58$1.51$1.04$0.99$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.40$1.34$0.69$0.60$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.41$1.56$0.80$0.68$0.12
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.45$1.28$0.24$0.25$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.42$1.13$0.97$0.89$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.51$0.87$0.70$0.68$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.39$0.93$0.68$0.62$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.39$0.75$0.62$0.57$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.43$0.66$0.53$0.62$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.46$0.77$0.65$0.60$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.23$0.55$0.68$0.68$0.60$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.47$0.51$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.66$0.39$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.54$0.28$0.60