Civic Intelligence

Southern Orthopaedic Association

990 • Fiscal year 2018 • EIN 63-0876120

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization ProfileWWW.SOAASSN.ORG
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

53rd percentile

0.11x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.23x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

3.1%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.4%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

23rd percentile

-8.7%

Faster revenue growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Down

$1,381,388

Down $5,054 (-0.4%) from 2017

Net Assets

Up

$1,232,497

Up $17,794 (+1.5%) from 2017

Liabilities

Down

$148,891

Down $22,848 (-13%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin50th percentile

Revenue

Down

$636,487

Down $60,497 (-8.7%) from 2017

Expenses

Down

$616,976

Down $26,057 (-4.1%) from 2017

Net Income

Down

$19,511

Down $34,440 (-64%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $624,655Liabilities 2010: $176,766Net Assets 2010: $447,8892010Assets 2011: $773,631Liabilities 2011: $183,917Net Assets 2011: $589,7142011Assets 2012: $954,401Liabilities 2012: $194,546Net Assets 2012: $759,8552012Assets 2013: $1,072,972Liabilities 2013: $165,698Net Assets 2013: $907,2742013Assets 2014: $1,128,938Liabilities 2014: $144,208Net Assets 2014: $984,7302014Assets 2015: $1,252,109Liabilities 2015: $193,761Net Assets 2015: $1,058,3482015Assets 2016: $1,303,952Liabilities 2016: $143,200Net Assets 2016: $1,160,7522016Assets 2017: $1,386,442Liabilities 2017: $171,739Net Assets 2017: $1,214,7032017Assets 2018: $1,381,388Liabilities 2018: $148,891Net Assets 2018: $1,232,4972018Assets 2019: $1,437,675Liabilities 2019: $153,486Net Assets 2019: $1,284,1892019Assets 2020: $1,412,055Liabilities 2020: $147,890Net Assets 2020: $1,264,1652020Assets 2021: $1,798,046Liabilities 2021: $240,721Net Assets 2021: $1,557,3252021Assets 2022: $1,635,526Liabilities 2022: $176,517Net Assets 2022: $1,459,0092022Assets 2023: $1,961,498Liabilities 2023: $317,187Net Assets 2023: $1,644,3112023Assets 2024: $1,843,269Liabilities 2024: $150,132Net Assets 2024: $1,693,1372024

Highlighted filing

2018

Assets$1,381,388
Liabilities$148,891
Net Assets$1,232,497
Open 2018 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KExpenses 2010: $605,2992010Expenses 2011: $626,5432011Revenue 2012: $790,629Expenses 2012: $620,374Net Income 2012: $170,2552012Revenue 2013: $864,513Expenses 2013: $738,162Net Income 2013: $126,3512013Revenue 2014: $645,093Expenses 2014: $576,572Net Income 2014: $68,5212014Revenue 2015: $717,593Expenses 2015: $630,752Net Income 2015: $86,8412015Revenue 2016: $705,243Expenses 2016: $620,563Net Income 2016: $84,6802016Revenue 2017: $696,984Expenses 2017: $643,033Net Income 2017: $53,9512017Revenue 2018: $636,487Expenses 2018: $616,976Net Income 2018: $19,5112018Revenue 2019: $710,388Expenses 2019: $660,105Net Income 2019: $50,2832019Revenue 2020: $212,612Expenses 2020: $316,160Net Income 2020: -$103,5482020Revenue 2021: $858,705Expenses 2021: $713,466Net Income 2021: $145,2392021Revenue 2022: $802,203Expenses 2022: $711,987Net Income 2022: $90,2162022Revenue 2023: $676,379Expenses 2023: $651,650Net Income 2023: $24,7292023Revenue 2024: $738,363Expenses 2024: $854,310Net Income 2024: -$115,9472024

Highlighted filing

2018

Revenue$636,487
Expenses$616,976
Net Income$19,511
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$636,487
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$892,192$923,582▲ $31,390
Cash and Non-Interest-Bearing Accounts$428,641$358,084▼ $70,557
Accounts Receivable$51,487$55,717▲ $4,230
Prepaid Expenses and Deferred Charges$14,122$44,005▲ $29,883
Total Assets$1,386,442$1,381,388▼ $5,054
Liabilities
Deferred Revenue$104,960$126,150▲ $21,190
Accounts Payable and Accrued Expenses$66,779$22,741▼ $44,038
Total Liabilities$171,739$148,891▼ $22,848
Net Assets / Fund Balance
Unrestricted Net Assets$1,214,703$1,232,497▲ $17,794
Total Net Assets Fund Balance$1,214,703$1,232,497▲ $17,794
Total Liabilities and Net Assets / Fund Balance$1,386,442$1,381,388▼ $5,054
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert D Zura MdSae Chair
Samuel I Brown MdImmediate Past President
Matthew J Matava MdPresident
Ryan M Nunley MdPresident Elect
Andrew a Shinar MdSecretary/vice President
Christopher a Heck MdBoard Trustee
H Clayton Thomason Iii MdBoard Trustee
James R Ficke MdBoard Trustee
James a Browne MdBoard Trustee
Lee R Leddy MdBoard Trustee
Scott D Mair MdBoard Trustee
L Andrew Koman MdEditor
C Lowrey Barnes MdHistorian
Frederick C Flandry Md FacsSoa Boc Representative
Jeffrey a Guy MdTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Data Trace Management Services LLCManagement Company110 WEST ROAD SUITE 227, Towson, MD 21204$158,400
Revenue and Support

Revenue Composition

Contributions and Grants
$194,370
Program Service Revenue
$405,984
Investment Income
$36,133
Other Revenue
$0
All Other Contributions
$16,765
Change in Net Assets
$19,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$616,976
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$261,224$1,087-$262,311
Fees for Services Management$126,720$31,680-$158,400
Travel$26,280$7,279-$33,559
Advertising$24,046$1,500-$25,546
Office Expenses$13,304$5,731-$19,035
Fees for Services Accounting-$5,100-$5,100
Other Expenses$98,000$4,287-$4,287
Insurance-$3,976-$3,976
Information Technology-$3,736-$3,736
Fees for Service Investment Mgmnt Fees-$3,026-$3,026
Total Functional Expenses$549,574$67,402$0$616,976
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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 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 association is a membership organization, the members work to further the organization's mission to develop and foster the science of medicine in the specialty of orthopaedic surgery.”

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

“Members of the association vote annually on the slate of proposed 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

“Twice a year 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
Southern Orthopaedic Association
EIN
63-0876120
Phone
4104944994
Address
110 WEST ROAD NO 227, TOWSON, MD 21204

Signing Officer

Name
Jeffrey a Guy Md
Title
Treasurer
Phone
4104944994
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey a Guy Md
Formed
1983
Legal Domicile
Al
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
0

Preparer

Firm
Ellin & Tucker Chartered
Address
400 EAST PRATT ST SUITE 200, BALTIMORE, MD 21202
Preparer
Susan Keller
Phone
4107275735
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The association follows the provisions of accounting for uncertainty in income taxes under the income taxes topic of the codification. The codification requires the evaluation of tax positions, which include maintaining its tax-exempt status and the taxability of any unrelated business income, and does not allow recognition of tax positions which do not meet a more-likely-than-not threshold of being sustained by the applicable tax authority. Management does not believe it has taken any tax positions that would not meet this threshold.”

Raw XML AppendixShowing 400 of 460 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt066779
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt022741
IRS990/AccountsReceivableGrp/BOYAmt051487
IRS990/AccountsReceivableGrp/EOYAmt055717
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01500
IRS990/AdvertisingGrp/ProgramServicesAmt024046
IRS990/AdvertisingGrp/TotalAmt025546
IRS990/AllOtherContributionsAmt016765
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/PersonNm0CHARLES FREITAG
IRS990/BooksInCareOfDetail/PhoneNum04104944994
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0110 WEST ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0TOWSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021204
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0428641
IRS990/CashNonInterestBearingGrp/EOYAmt0358084
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01087
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0261224
IRS990/ConferencesMeetingsGrp/TotalAmt0262311
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0158400
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0110 WEST ROAD SUITE 227
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0TOWSON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd021204
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DATA TRACE MANAGEMENT SERVICES LLC
IRS990/ContractorCompensationGrp/ServicesDesc0MANAGEMENT COMPANY
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0194370
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036133
IRS990/CYOtherExpensesAmt0616976
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0405984
IRS990/CYRevenuesLessExpensesAmt019511
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0616976
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0636487
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0104960
IRS990/DeferredRevenueGrp/EOYAmt0126150
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0549574
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05100
IRS990/FeesForServicesAccountingGrp/TotalAmt05100
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt031680
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0126720
IRS990/FeesForServicesManagementGrp/TotalAmt0158400
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03026
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03026
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREW A SHINAR MD
IRS990/Form990PartVIISectionAGrp/PersonNm1C LOWREY BARNES MD
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRISTOPHER A HECK MD
IRS990/Form990PartVIISectionAGrp/PersonNm3FREDERICK C FLANDRY MD FACS
IRS990/Form990PartVIISectionAGrp/PersonNm4H CLAYTON THOMASON III MD
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES A BROWNE MD
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES R FICKE MD
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFFREY A GUY MD
IRS990/Form990PartVIISectionAGrp/PersonNm8L ANDREW KOMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm9LEE R LEDDY MD
IRS990/Form990PartVIISectionAGrp/PersonNm10MATTHEW J MATAVA MD
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT D ZURA MD
IRS990/Form990PartVIISectionAGrp/PersonNm12RYAN M NUNLEY MD
IRS990/Form990PartVIISectionAGrp/PersonNm13SAMUEL I BROWN MD
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT D MAIR MD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY/VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1HISTORIAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SOA BOC REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt8EDITOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt11SAE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt13IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt019587
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt019587
IRS990/GrossReceiptsAmt0636487
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03736
IRS990/InformationTechnologyGrp/TotalAmt03736
IRS990/InsuranceGrp/ManagementAndGeneralAmt03976
IRS990/InsuranceGrp/TotalAmt03976
IRS990/InvestmentIncomeGrp/ExclusionAmt016546
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016546
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0892192
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0923582
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0AL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0177605
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01214703
IRS990/NetAssetsOrFundBalancesEOYAmt01232497
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt019587
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019587
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1717
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05731
IRS990/OfficeExpensesGrp/ProgramServicesAmt013304
IRS990/OfficeExpensesGrp/TotalAmt019035
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0JOURNAL
IRS990/OtherExpensesGrp/Desc1PRINTING-RENEWALS, NEWS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04287
IRS990/OtherExpensesGrp/ProgramServicesAmt098000
IRS990/OtherExpensesGrp/TotalAmt098000
IRS990/OtherExpensesGrp/TotalAmt14287
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt014122
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044005
IRS990/PrincipalOfficerNm0JEFFREY A GUY MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0813920
IRS990/ProgramServiceRevenueGrp/Desc0MEETINGS, COURSES & PU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0405984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0405984
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0204485
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0106289
IRS990/PYOtherExpensesAmt0643033
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0386210
IRS990/PYRevenuesLessExpensesAmt053951
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0643033
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0696984
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt019511
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0405984
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0194370
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0204485
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0231711
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0226655
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0235546
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01092767
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt037228
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt034329
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt027917
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07694
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0123714
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0405984
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0386210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0445413
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0475683
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0387454
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02100744
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016546
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt037228
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt034329
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt027917
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07694
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0123714
IRS990ScheduleA/InvestmentIncomeCYPct00.03730
IRS990ScheduleA/InvestmentIncomePYPct00.03100
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.96270
IRS990ScheduleA/PublicSupportPY509Pct00.96900
IRS990ScheduleA/PublicSupportTotal509Amt03193511
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0600354
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0590695
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0677124
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0702338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0623000
IRS990ScheduleA/Total509Grp/TotalAmt03193511
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0616900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0627923
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0711453
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0730255
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0630694
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03317225
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY OPERATIONS OF THE ASSOCIATION ARE HANDLED UNDER A CONTRACT BETWEEN THE ASSOCIATION AND DATA TRACE MANAGEMENT SERVICES, LLC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION, THE MEMBERS WORK TO FURTHER THE ORGANIZATION'S MISSION TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE SLATE OF PROPOSED BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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/ExplanationTxt4THE FORM 990 WAS REVIEWED BY THE MANAGEMENT COMPANY PRIOR TO BEING SIGNED BY A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TWICE A YEAR AT BOARD MEETINGS MEMBERS ARE QUERIED AS TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OFFICERS AND BOARD MEMBERS DO NOT RECEIVE ANY COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE 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 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 B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01386442
IRS990/TotalAssetsEOYAmt01381388
IRS990/TotalAssetsGrp/BOYAmt01386442
IRS990/TotalAssetsGrp/EOYAmt01381388
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0194370
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067402
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0549574
IRS990/TotalFunctionalExpensesGrp/TotalAmt0616976
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0171739
IRS990/TotalLiabilitiesEOYAmt0148891
IRS990/TotalLiabilitiesGrp/BOYAmt0171739
IRS990/TotalLiabilitiesGrp/EOYAmt0148891
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01214703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01232497
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0549574
IRS990/TotalProgramServiceRevenueAmt0405984

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,381,388
Liabilities
$148,891
Net assets
$1,232,497
Revenue
$636,487
Expenses
$616,976
Net income
$19,511
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.15$1.69$0.74$0.85$0.12
2023Summary only. Only limited summary data is available for this year.$1.96$0.32$1.64$0.68$0.65$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.18$1.46$0.80$0.71$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.24$1.56$0.86$0.71$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.15$1.26$0.21$0.32$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.15$1.28$0.71$0.66$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.38$0.15$1.23$0.64$0.62$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.17$1.21$0.70$0.64$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.14$1.16$0.71$0.62$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.19$1.06$0.72$0.63$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.14$0.98$0.65$0.58$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.07$0.17$0.91$0.86$0.74$0.13
2012Summary only. Only limited summary data is available for this year.$0.95$0.19$0.76$0.79$0.62$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.18$0.59$0.63
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.18$0.45$0.61
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $1M-$5M nonprofits