Civic Intelligence

Texas Orthopaedic Association

990 • Fiscal year 2013 • EIN 74-2410142

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 14, 2014

401 West 15th Street No 82078701

(512) 370-1505

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Net Margin

3rd percentile

-30%

Higher net margin than 3% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

89th percentile

$161,520

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2013

Asset Growth

1st percentile

-72%

Faster asset growth than 1% of similar nonprofits.

2013 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$60,539

Flat from 2013

Net Assets

Flat

$60,125

Flat from 2013

Liabilities

Flat

$414

Flat from 2013

Revenue

Flat

$534,993

Flat from 2013

Expenses

Flat

$693,547

Flat from 2013

Net Income

Flat

-$158,554

Flat from 2013

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $172,845Liabilities 2011: $11,244Net Assets 2011: $161,6012011Assets 2012: $219,948Liabilities 2012: $1,269Net Assets 2012: $218,6792012Assets 2013: $60,539Liabilities 2013: $414Net Assets 2013: $60,1252013Assets 2013: $60,539Liabilities 2013: $414Net Assets 2013: $60,1252013Assets 2014: $155,146Liabilities 2014: $1,000Net Assets 2014: $154,1462014Assets 2015: $180,514Liabilities 2015: $1,192Net Assets 2015: $179,3222015Assets 2016: $105,501Liabilities 2016: $626Net Assets 2016: $104,8752016Assets 2017: $136,885Liabilities 2017: $4,595Net Assets 2017: $132,2902017Assets 2018: $161,518Liabilities 2018: $5,783Net Assets 2018: $155,7352018Assets 2019: $117,329Liabilities 2019: $4,227Net Assets 2019: $113,1022019Assets 2020: $75,578Liabilities 2020: $8,290Net Assets 2020: $67,2882020Assets 2021: $58,810Liabilities 2021: $8,511Net Assets 2021: $50,2992021Assets 2022: $47,926Liabilities 2022: $0Net Assets 2022: $47,9262022Assets 2023: $34,993Liabilities 2023: $0Net Assets 2023: $34,9932023

Highlighted filing

2013

Assets$60,539
Liabilities$414
Net Assets$60,125

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $559,6732011Expenses 2012: $547,3732012Revenue 2013: $534,993Expenses 2013: $693,547Net Income 2013: -$158,5542013Revenue 2013: $534,993Expenses 2013: $693,547Net Income 2013: -$158,5542013Revenue 2014: $570,473Expenses 2014: $476,452Net Income 2014: $94,0212014Revenue 2015: $530,202Expenses 2015: $505,026Net Income 2015: $25,1762015Revenue 2016: $514,565Expenses 2016: $585,463Net Income 2016: -$70,8982016Revenue 2017: $570,356Expenses 2017: $542,941Net Income 2017: $27,4152017Revenue 2018: $553,427Expenses 2018: $529,982Net Income 2018: $23,4452018Revenue 2019: $534,892Expenses 2019: $577,525Net Income 2019: -$42,6332019Revenue 2020: $425,609Expenses 2020: $471,423Net Income 2020: -$45,8142020Revenue 2021: $447,009Expenses 2021: $463,998Net Income 2021: -$16,9892021Revenue 2022: $469,481Expenses 2022: $483,582Net Income 2022: -$14,1012022Revenue 2023: $461,128Expenses 2023: $474,061Net Income 2023: -$12,9332023

Highlighted filing

2013

Revenue$534,993
Expenses$693,547
Net Income-$158,554
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 14, 2014
Return Version
2013v3.0
Gross Receipts
$534,993
Mission and Program Overview

Mission

To ensure outstanding musculoskeletal care for texans through educational and advocacy efforts.

To assure the citizens of texas excellence in musculoskeletal health by uniting orthopaedic surgeons and promoting the highest professional, ethical, and moral standards.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$218,679$60,125▼ $158,554
Cash and Non-Interest-Bearing Accounts$218,014$57,741▼ $160,273
Land, Buildings, and Equipment, Net$1,934$1,348▼ $586
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$219,948$60,539▼ $159,409
Other Assets Total$0$1,450▲ $1,450
Liabilities
Other Liabilities$1,269$414▼ $855
Total Liabilities$1,269$414▼ $855
Net Assets / Fund Balance
Total Net Assets Fund Balance$218,679$60,125▼ $158,554
Total Liabilities and Net Assets / Fund Balance$219,948$60,539▼ $159,409

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,348$52,375$53,723
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert HillertDirectorFT$106,520$55,000$161,520

Board Members and Trustees

NameTitle
Maureen Finnegan MdEthics Chair
Marc Dehart Md2nd President Elect
David Mansfield MdPresident
Patrick Palmer MdPresident Elect
Andrew P Kant MdDirector
Brannan Smoot MdDirector
Chad Krueger MdDirector
Craig Cameron DoDirector
Howard Epps MdDirector
John Early MdDirector
Luis Urrea MdDirector
Omer Ilahi MdDirector
Archie Whittemore MdSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$345,900
Program Service Revenue
$189,093
Investment Income
$0
Other Revenue
$0
All Other Contributions
$15,000
Change in Net Assets
$-158,554
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$389,546
Salaries, Compensation, and Employee Benefits$280,994
Grants and Similar Amounts Paid$23,007
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings---$164,344
Other Salaries and Wages---$140,140
Current Officers, Directors, Trustees, and Key Employees---$106,520
Fees for Services Lobbying---$72,600
Office Expenses---$37,271
Insurance---$32,272
Occupancy---$26,462
Grants to Domestic Orgs---$23,007
Payroll Taxes---$21,615
Travel---$18,356
Other Employee Benefits---$12,719
Fees for Services Accounting---$10,005
Information Technology---$9,596
Advertising---$8,466
Fees for Services Legal---$7,128
Fees for Services Other---$1,843
Interest---$617
Depreciation Depletion---$586
Total Functional Expenses$0$0$0$693,547
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
45-0574607-501(c)(3)To Assist With the Operations of the Foundation$23,007
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
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Current Year Nondeductible Lobbying and Political Cost$72,600
Total Nondeductible Lobbying and Political Cost$72,600
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$246
Payroll Liabilities$168
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Members are those persons entitled to membership in the association as provided in the membership plan.

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

The members of the association nominate and vote on who will be on the board of directors each year.

Form 990, Part VI, Section B, Line 11

The association provides its governing members with a copy of the federal 990 tax return at the first board meeting subsequent to filing the return.

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

A conflict of interest statement is given to each board member at each board meeting and reviewed with the members. Each member is required to sign or initial the policy statement noting each has no conflicts of interest.

Form 990, Part VI, Section C, Line 19

The association provides all required information to the public upon request by an individual or an organization.

Filing and Contact Details

Filer

EIN
74-2410142
Phone
5123701505

Signing Officer

Name
Robert Hillert
Title
Director
Phone
5123701505
Signed
2014-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Hillert
Formed
1985
Legal Domicile
TX
Voting Board Members
13
Independent Board Members
13
Employees
4
Volunteers
0

Preparer

Preparer
Lisa a Matthews
Phone
5123461880
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND PRESIDENT ELECT
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt060125
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
IRS990ScheduleC/AggregateReportedDuesNtcAmt087027
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/DuesAssessmentsAmt0330900
IRS990ScheduleC/NonDeductibleLbbyngPltclCYAmt072600
IRS990ScheduleC/NonDeductibleLbbyngPltclTotAmt072600
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleC/TaxableAmt0-14427
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01348
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt052375
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt053723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01348
IRS990ScheduleD/TotalLiabilityAmt0414
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt023007
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST WITH THE OPERATIONS OF THE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10TEXAS ORTHOPAEDIC FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0450574607
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10401 WEST 15TH STREET SUITE 820
IRS990ScheduleI/RecipientTable/USAddress/City0AUSTIN
IRS990ScheduleI/RecipientTable/USAddress/State0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode078701
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0106520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt055000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT HILLERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0161520
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS ARE THOSE PERSONS ENTITLED TO MEMBERSHIP IN THE ASSOCIATION AS PROVIDED IN THE MEMBERSHIP PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE ASSOCIATION NOMINATE AND VOTE ON WHO WILL BE ON THE BOARD OF DIRECTORS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ASSOCIATION PROVIDES ITS GOVERNING MEMBERS WITH A COPY OF THE FEDERAL 990 TAX RETURN AT THE FIRST BOARD MEETING SUBSEQUENT TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A CONFLICT OF INTEREST STATEMENT IS GIVEN TO EACH BOARD MEMBER AT EACH BOARD MEETING AND REVIEWED WITH THE MEMBERS. EACH MEMBER IS REQUIRED TO SIGN OR INITIAL THE POLICY STATEMENT NOTING EACH HAS NO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ASSOCIATION PROVIDES ALL REQUIRED INFORMATION TO THE PUBLIC UPON REQUEST BY AN INDIVIDUAL OR AN ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0219948
IRS990/TotalAssetsEOYAmt060539
IRS990/TotalAssetsGrp/BOYAmt0219948
IRS990/TotalAssetsGrp/EOYAmt060539
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0345900
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0693547
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01269
IRS990/TotalLiabilitiesEOYAmt0414
IRS990/TotalLiabilitiesGrp/BOYAmt01269
IRS990/TotalLiabilitiesGrp/EOYAmt0414
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0218679
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt012343
IRS990/TotalProgramServiceRevenueAmt0189093
IRS990/TotalReportableCompFromOrgAmt0161520
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0189093
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0534993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0219948
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt060539
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt018356
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10401 WEST 15TH STREET NO 820
IRS990/USAddress/City0AUSTIN
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078701
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.TOA.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HILLERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05123701505
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10TEXAS ORTHOPAEDIC ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0TEXA
ReturnHeader/Filer/EIN0742410142
ReturnHeader/Filer/PhoneNum05123701505
ReturnHeader/Filer/USAddress/AddressLine10401 WEST 15TH STREET NO 820
ReturnHeader/Filer/USAddress/City0AUSTIN
ReturnHeader/Filer/USAddress/State0TX
ReturnHeader/Filer/USAddress/ZIPCode078701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine104210 SPICEWOOD SPRINGS RD STE 108

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.35$0.00$0.35$4.61$4.74$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$4.69$4.84$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.09$0.50$4.47$4.64$0.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.76$0.08$0.67$4.26$4.71$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.04$1.13$5.35$5.78$0.43
2018Summary only. Only limited summary data is available for this year.$1.62$0.06$1.56$5.53$5.30$0.23
2017Summary only. Only limited summary data is available for this year.$1.37$0.05$1.32$5.70$5.43$0.27
2016Summary only. Only limited summary data is available for this year.$1.06$0.01$1.05$5.15$5.85$0.71
2015Detailed filing. Detailed filing data is available for this year.$1.81$0.01$1.79$5.30$5.05$0.25
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.01$1.54$5.70$4.76$0.94
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.60$5.35$6.94$1.59
2013Summary only. Only limited summary data is available for this year.$0.61$0.00$0.60$5.35$6.94$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.01$2.19$5.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.11$1.62$5.60