Civic Intelligence

Clinical Orthopaedic Society Inc.

990 • Fiscal year 2013 • EIN 23-7164991

Jan 01, 2013 to Dec 31, 2013 • Filed on May 01, 2014

2209 Dickens Road23230

(804) 565-6366

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

0.14x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

73rd percentile

22%

Faster revenue growth than 73% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2013

Assets

Up

$349,529

Up $51,351 (+17%) from 2012

Net Assets

Up

$317,084

Up $55,290 (+21%) from 2012

Liabilities

Down

$32,445

Down $3,939 (-11%) from 2012

Revenue

$233,884

No earlier filing loaded for comparison.

Expenses

Down

$187,885

Down $60,914 (-24%) from 2012

Net Income

$45,999

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $263,443Liabilities 2010: $37,432Net Assets 2010: $226,0112010Assets 2011: $263,716Liabilities 2011: $30,587Net Assets 2011: $233,1292011Assets 2012: $298,178Liabilities 2012: $36,384Net Assets 2012: $261,7942012Assets 2013: $349,529Liabilities 2013: $32,445Net Assets 2013: $317,0842013Assets 2014: $374,613Liabilities 2014: $28,265Net Assets 2014: $346,3482014Assets 2015: $314,276Liabilities 2015: $33,789Net Assets 2015: $280,4872015Assets 2016: $438,388Liabilities 2016: $21,006Net Assets 2016: $417,3822016Assets 2017: $501,875Liabilities 2017: $88,146Net Assets 2017: $413,7292017Assets 2018: $404,168Liabilities 2018: $19,296Net Assets 2018: $384,8722018Assets 2020: $505,208Liabilities 2020: $51,141Net Assets 2020: $454,0672020Assets 2021: $649,307Liabilities 2021: $123,637Net Assets 2021: $525,6702021Assets 2022: $498,797Liabilities 2022: $33,841Net Assets 2022: $464,9562022Assets 2024: $536,575Liabilities 2024: $62,435Net Assets 2024: $474,1402024

Highlighted filing

2013

Assets$349,529
Liabilities$32,445
Net Assets$317,084

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $158,871Expenses 2010: $176,614Net Income 2010: -$17,7432010Revenue 2011: $158,132Expenses 2011: $149,647Net Income 2011: $8,4852011Expenses 2012: $248,7992012Revenue 2013: $233,884Expenses 2013: $187,885Net Income 2013: $45,9992013Revenue 2014: $256,135Expenses 2014: $227,600Net Income 2014: $28,5352014Revenue 2015: $257,390Expenses 2015: $300,383Net Income 2015: -$42,9932015Revenue 2016: $350,691Expenses 2016: $224,736Net Income 2016: $125,9552016Revenue 2017: $149,684Expenses 2017: $183,549Net Income 2017: -$33,8652017Revenue 2018: $208,750Expenses 2018: $216,778Net Income 2018: -$8,0282018Revenue 2020: $46,853Expenses 2020: $81,888Net Income 2020: -$35,0352020Revenue 2021: $262,811Expenses 2021: $245,799Net Income 2021: $17,0122021Revenue 2022: $246,421Expenses 2022: $237,739Net Income 2022: $8,6822022Revenue 2024: $316,416Expenses 2024: $404,990Net Income 2024: -$88,5742024

Highlighted filing

2013

Revenue$233,884
Expenses$187,885
Net Income$45,999
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 1, 2014
Return Version
2013v3.0
Gross Receipts
$309,193
Mission and Program Overview

Mission

To optimize the science of the physical examination as the central component in the diagnosis and management of musculoskeletal conditions and to educate society on orthopaedic issues impacting patient care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$182,658$193,973▲ $11,315
Cash and Non-Interest-Bearing Accounts$110,338$150,212▲ $39,874
Prepaid Expenses and Deferred Charges$5,182$5,344▲ $162
Total Assets$298,178$349,529▲ $51,351
Liabilities
Deferred Revenue$34,120$24,675▼ $9,445
Accounts Payable and Accrued Expenses$2,264$7,770▲ $5,506
Total Liabilities$36,384$32,445▼ $3,939
Net Assets / Fund Balance
Unrestricted Net Assets$250,769$306,830▲ $56,061
Temporarily Rstr Net Assets$11,025$10,254▼ $771
Total Net Assets Fund Balance$261,794$317,084▲ $55,290
Total Liabilities and Net Assets / Fund Balance$298,178$349,529▲ $51,351
Compensation and Service Providers

Board Members and Trustees

NameTitle
James a Slough MdFirst President-elect
William C Warner Jr MdImmediate Past President
Bess E Brackett MdPast President
Robert M Peroutka MdPresident
Ricardo J Rodriguez MdSecond President-elect
Stewart HinckleyExecutive Director
Dabney Y Hofammann MdLibrarian Historian
Charles T Fletcher Jr MdMember at Large
Russell Hudgens MdMember at Large
William R Niedermeier MdMember at Large
John E Garber MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,375
Program Service Revenue
$214,182
Investment Income
$4,827
Other Revenue
$500
All Other Contributions
$14,375
Change in Net Assets
$45,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,803
Grants and Similar Amounts Paid$3,082
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$101,924--$101,924
Fees for Services Management$38,097$12,699-$50,796
Office Expenses-$8,685-$8,685
Information Technology$6,016--$6,016
Grants to Domestic Individuals$3,082--$3,082
Fees for Services Accounting-$2,215-$2,215
Other Expenses$2,137$1,125-$1,125
Insurance-$995-$995
Fees for Services Legal-$615-$615
Total Functional Expenses$151,256$36,629$0$187,885
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
Backup withholding compliance
Yes
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 3

The organization contracts with an outside organization to provide administrative and management services.

Form 990, Part VI, Section A, Line 6

The organization is comprised of members who are required to make annual dues payments.

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

The second president-elect, secretary/treasurer, librarian historian, and one member-at-large are elected by the members.

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

Bylaws changes require membership approval.

Form 990, Part VI, Section A, Line 8B

The organization does not document the committee meetings.

Form 990, Part VI, Section B, Line 11

A copy of the tax return is sent to the entire board for their review prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflicts must be fully disclosed and declared in advance to the executive director and the affected party must recluse themselves from any deliberations and decisions regarding engagement with the external organization.

Form 990, Part VI, Section C, Line 19

The bylaws are available on the organization's website. The conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
23-7164991
Phone
8045656366

Signing Officer

Name
John E Garber Md
Title
Treasurer
Phone
8045656366
Signed
2014-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stewart Hinckley
Formed
1921
Legal Domicile
In
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Preparer
David E Will CPA
Phone
8042826000
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt045999
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0166307
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt062250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt091590
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056959
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt065055
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt065670
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0341524
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt06402
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06126
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04588
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03583
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04600
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt025299
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0166307
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0174635
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096585
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089458
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0130488
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0657473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt06402
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06126
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04588
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03583
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04600
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt025299
IRS990ScheduleA/InvestmentIncomeCYPct00.02470
IRS990ScheduleA/InvestmentIncomePYPct00.02580
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0775
IRS990ScheduleA/OtherIncome509Grp/TotalAmt01275
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97410
IRS990ScheduleA/PublicSupportPY509Pct00.97340
IRS990ScheduleA/PublicSupportTotal509Amt0998997
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0228557
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0266225
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0153544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0154513
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0196158
IRS990ScheduleA/Total509Grp/TotalAmt0998997
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0235459
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0272351
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158132
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0158871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0200758
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01025571
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTRACTS WITH AN OUTSIDE ORGANIZATION TO PROVIDE ADMINISTRATIVE AND MANAGEMENT SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPRISED OF MEMBERS WHO ARE REQUIRED TO MAKE ANNUAL DUES PAYMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SECOND PRESIDENT-ELECT, SECRETARY/TREASURER, LIBRARIAN HISTORIAN, AND ONE MEMBER-AT-LARGE ARE ELECTED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BYLAWS CHANGES REQUIRE MEMBERSHIP APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT DOCUMENT THE COMMITTEE MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A COPY OF THE TAX RETURN IS SENT TO THE ENTIRE BOARD FOR THEIR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONFLICTS MUST BE FULLY DISCLOSED AND DECLARED IN ADVANCE TO THE EXECUTIVE DIRECTOR AND THE AFFECTED PARTY MUST RECLUSE THEMSELVES FROM ANY DELIBERATIONS AND DECISIONS REGARDING ENGAGEMENT WITH THE EXTERNAL ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BYLAWS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt011025
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt010254
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0298178
IRS990/TotalAssetsEOYAmt0349529
IRS990/TotalAssetsGrp/BOYAmt0298178
IRS990/TotalAssetsGrp/EOYAmt0349529
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014375
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt036629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151256
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187885
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036384
IRS990/TotalLiabilitiesEOYAmt032445
IRS990/TotalLiabilitiesGrp/BOYAmt036384
IRS990/TotalLiabilitiesGrp/EOYAmt032445
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0261794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0317084
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0151256
IRS990/TotalProgramServiceRevenueAmt0214182
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04827
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0214682
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0233884
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0298178
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349529
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0250769

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.62$4.74$3.16$4.05$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.99$0.34$4.65$2.46$2.38$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.49$1.24$5.26$2.63$2.46$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.51$4.54$0.47$0.82$0.35
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.19$3.85$2.09$2.17$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.02$0.88$4.14$1.50$1.84$0.34
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.21$4.17$3.51$2.25$1.26
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.14$0.34$2.80$2.57$3.00$0.43
2014Detailed filing. Detailed filing data is available for this year.$3.75$0.28$3.46$2.56$2.28$0.29
2013Detailed filing. Detailed filing data is available for this year.$3.50$0.32$3.17$2.34$1.88$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.36$2.62$2.49
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.31$2.33$1.58$1.50$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$0.37$2.26$1.59$1.77$0.18