Civic Intelligence

Notre Dame Orthopaedic Society Inc

EIN 26-3300016 • 501(c)3 • South Bend, IN

Profile

The society strives to improve patient care by furthering the science of orthopaedics.

53880 Carmichael DrSouth Bend, IN 46635-1567

www.ndortho.undgroup.org

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

53rd percentile

3.2%

Higher net margin than 53% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

43rd percentile

-9.1%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,903

Down $5,140 (-73%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$1,903

Down $5,140 (-73%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Down

$148,141

Down $38,472 (-21%) from 2022

Expenses

Down

$143,375

Down $44,885 (-24%) from 2022

Net Income

Up

$4,766

Up $6,413 (+389%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$150K$100K$50K$0Assets 2017: $95,149Liabilities 2017: $0Net Assets 2017: $95,1492017Assets 2018: $109,261Liabilities 2018: $0Net Assets 2018: $109,2612018Assets 2019: $64,646Liabilities 2019: $0Net Assets 2019: $64,6462019Assets 2020: $58,571Liabilities 2020: $0Net Assets 2020: $58,5712020Assets 2021: $8,690Liabilities 2021: $0Net Assets 2021: $8,6902021Assets 2022: $7,043Liabilities 2022: $0Net Assets 2022: $7,0432022Assets 2024: $1,903Liabilities 2024: $0Net Assets 2024: $1,9032024

Highlighted filing

2024

Assets$1,903
Liabilities$0
Net Assets$1,903
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$200K$100K$0-$100KRevenue 2017: $130,350Expenses 2017: $106,854Net Income 2017: $23,4962017Revenue 2018: $132,780Expenses 2018: $118,668Net Income 2018: $14,1122018Revenue 2019: $129,573Expenses 2019: $174,188Net Income 2019: -$44,6152019Revenue 2020: $0Expenses 2020: $6,075Net Income 2020: -$6,0752020Revenue 2021: $110,885Expenses 2021: $160,766Net Income 2021: -$49,8812021Revenue 2022: $186,613Expenses 2022: $188,260Net Income 2022: -$1,6472022Revenue 2024: $148,141Expenses 2024: $143,375Net Income 2024: $4,7662024

Highlighted filing

2024

Revenue$148,141
Expenses$143,375
Net Income$4,766
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,903
Liabilities
$0
Net assets
$1,903
Revenue
$148,141
Expenses
$143,375
Net income
$4,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.00$0.02$1.48$1.43$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.87$1.88$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$1.11$1.61$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.00$0.06$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$1.30$1.74$0.45
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.33$1.19$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.00$0.95$1.30$1.07$0.23
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$186,613
Mission and Program Overview

Mission

The society strives to improve patient care by furthering the science of orthopaedics.

Program Services

DescriptionGrantsExpenses
THE SOCIETY HOLDS AN ANNUAL SYMPOSIUM FEATURING SPEAKERS FROM DIFFERENT FIELDS OF ORTHOPEDICS TO EDUCATE MEMBERS OF THE SOCIETY ON THE SCIENCE OF ORTHOPEDICS.$0$188,260
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FREDERICK J FERLIC MDPresidentPT$0--
DAVID L BANKOFF MDTreasurerPT$0--
CHRISTOPHER BALINT MDSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Notre Dame Orthopaedic Society Inc
EIN
26-3300016
Phone
8004240367
Address
53880 CARMICHAEL DR, SOUTH BEND, IN 46635-1567

Signing Officer

Name
Dr Christopher Balint
Title
Secretary
Phone
8004240367
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Somerset
Address
3925 RIVER CROSSING PKWY STE 100, INDIANAPOLIS, IN 46240
Preparer
C Brian Thrasher CPA
Phone
3174722200
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: speaker expenses. Amount: 51,040. Description: catering for symposium. Amount: 30,187. Description: marketing and promotions. Amount: 52,034. Description: entertainment / reception. Amount: 22,061. Description: miscellaneous. Amount: 5,055. Description: bank fees. Amount: 4,638. Description: event brite fees. Amount: 5,657. Total to form 990-ez, line 16: 170,672.”

Raw XML Appendix151 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0HEATHER MEYER-SCHLIPP
IRS990EZ/BooksInCareOfDetail/PhoneNum05742475219
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt053880 CARMICHAEL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0466351567
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt08690
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07043
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0144000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1647
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt016842
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08690
IRS990EZ/Form990TotalAssetsGrp/EOYAmt07043
IRS990EZ/GrossReceiptsAmt0186613
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08690
IRS990EZ/NetAssetsOrFundBalancesEOYAmt07043
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08690
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt07043
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FREDERICK J FERLIC MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID L BANKOFF MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER BALINT MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0170672
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE SOCIETY STRIVES TO IMPROVE PATIENT CARE BY FURTHERING THE SCIENCE OF ORTHOPAEDICS.
IRS990EZ/PrintingPublicationsPostageAmt0746
IRS990EZ/ProgramServiceRevenueAmt042613
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SOCIETY HOLDS AN ANNUAL SYMPOSIUM FEATURING SPEAKERS FROM DIFFERENT FIELDS OF ORTHOPEDICS TO EDUCATE MEMBERS OF THE SOCIETY ON THE SCIENCE OF ORTHOPEDICS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0188260
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0188260
IRS990EZ/TotalProgramServiceExpensesAmt0188260
IRS990EZ/TotalRevenueAmt0186613
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.NDORTHO.UNDGROUP.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0144000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt085625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt092920
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094935
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0417480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt042613
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt025260
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt036653
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt037845
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0142371
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0559851
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0186613
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0110885
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0129573
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0132780
IRS990ScheduleA/Total509Grp/TotalAmt0559851
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0186613
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0110885
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0129573
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0132780
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0559851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: SPEAKER EXPENSES. AMOUNT: 51,040. DESCRIPTION: CATERING FOR SYMPOSIUM. AMOUNT: 30,187. DESCRIPTION: MARKETING AND PROMOTIONS. AMOUNT: 52,034. DESCRIPTION: ENTERTAINMENT / RECEPTION. AMOUNT: 22,061. DESCRIPTION: MISCELLANEOUS. AMOUNT: 5,055. DESCRIPTION: BANK FEES. AMOUNT: 4,638. DESCRIPTION: EVENT BRITE FEES. AMOUNT: 5,657. TOTAL TO FORM 990-EZ, LINE 16: 170,672.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DR CHRISTOPHER BALINT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08004240367
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NOTRE DAME ORTHOPAEDIC SOCIETY INC
ReturnHeader/Filer/BusinessNameControlTxt0NOTR
ReturnHeader/Filer/EIN0263300016
ReturnHeader/Filer/PhoneNum08004240367
ReturnHeader/Filer/USAddress/AddressLine1Txt053880 CARMICHAEL DR
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0466351567
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921420131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ SOMERSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03925 RIVER CROSSING PKWY STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03174722200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0C BRIAN THRASHER CPA
ReturnHeader/ReturnTs02023-11-15T08:39:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DR
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHRISTOPHER BALINT
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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