Liabilities / Assets
84th percentile
Higher debt load relative to assets than 84% of similar nonprofits.
The Ortho San Antonio Abm Foundation
EIN 84-2899381 • 501(c)3 • Helotes, TX
Profile
To assist medical students by providing scholarships and training for orthopedic specialists
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.25x
Liabilities / Revenue
83rd percentile
Higher debt load relative to revenue than 83% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
39th percentile
Faster asset growth than 39% of similar nonprofits.
Revenue Growth
56th percentile
Faster revenue growth than 56% of similar nonprofits.
Balance Sheet
Assets
Up$60,476
Up $20,678 (+52%) from 2023
Liabilities
Flat$13,210
Flat from 2023
Net Assets
Up$47,266
Up $20,678 (+78%) from 2023
Revenue
Down$131,300
Down $2,700 (-2.0%) from 2023
Expenses
Down$110,622
Down $33,662 (-23%) from 2023
Net Income
Up$20,678
Up $30,962 (+301%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $60,476
- Liabilities
- $13,210
- Net assets
- $47,266
- Revenue
- $131,300
- Expenses
- $110,622
- Net income
- $20,678
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Nov 10, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $131,300
Mission and Program Overview
Mission
To assist medical students by providing scholarships and training for orthopedic specialists
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE SCHOLARSHIPS AND TRAINING FOR ORTHOPEDIC SPECIALIST MEDICAL STUDENTS | $0 | $110,622 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MATTHEW MORREY | President | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- The Ortho San Antonio Abm Foundation
- EIN
- 84-2899381
- Phone
- 2107055060
- Address
- 11844 BANDERA RD 498, HELOTES, TX 78023
Signing Officer
- Name
- Matthew Morrey
- Title
- President
- Phone
- 2107055060
- Signed
- 2025-11-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Adkf Pc
- Address
- 9601 MCALLISTER FREEWAY SUITE 800, SAN ANTONIO, TX 78216
- Preparer
- Dylan M Boss
- Phone
- 2108291300
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: payroll admin fees. Amount: 3,021. Description: payroll taxes. Amount: 7,619. Description: workers comp. Amount: 391. Total to form 990-ez, line 16: 11,031.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: security deposit. Beg. Of year amount: 6,508. End of year amount: 6,508. Description: due from morrey medical ventures. Beg. Of year amount: 0. End of year amount: 14,200. Description: due from dr. Morrey. Beg. Of year amount: 0. End of year amount: 5,300.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: due to orthopaedic san antonio pllc. Beg. Of year amount: 13,210. End of year amount: 13,210.”
Raw XML Appendix134 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ADKF |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 2108291300 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 8610 N NEW BRAUNFELS STE 101 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SAN ANTONIO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78217 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 33290 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 34468 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 131300 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 20678 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 39798 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 60476 |
| IRS990EZ/GrossReceiptsAmt | 0 | 131300 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 26588 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 47266 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 26588 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 47266 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MATTHEW MORREY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 6508 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 26008 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11031 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TO ASSIST MEDICAL STUDENTS BY PROVIDING SCHOLARSHIPS AND TRAINING FOR ORTHOPEDIC SPECIALISTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE SCHOLARSHIPS AND TRAINING FOR ORTHOPEDIC SPECIALIST MEDICAL STUDENTS |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 110622 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 99591 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | TX |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 13210 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 13210 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 110622 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 110622 |
| IRS990EZ/TotalRevenueAmt | 0 | 131300 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 131300 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 134000 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 197747 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 76525 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1335 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 540907 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 540907 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 131300 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 134000 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 197747 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 76525 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 1335 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 540907 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 540907 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: PAYROLL ADMIN FEES. AMOUNT: 3,021. DESCRIPTION: PAYROLL TAXES. AMOUNT: 7,619. DESCRIPTION: WORKERS COMP. AMOUNT: 391. TOTAL TO FORM 990-EZ, LINE 16: 11,031. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: SECURITY DEPOSIT. BEG. OF YEAR AMOUNT: 6,508. END OF YEAR AMOUNT: 6,508. DESCRIPTION: DUE FROM MORREY MEDICAL VENTURES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 14,200. DESCRIPTION: DUE FROM DR. MORREY. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 5,300. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DUE TO ORTHOPAEDIC SAN ANTONIO PLLC. BEG. OF YEAR AMOUNT: 13,210. END OF YEAR AMOUNT: 13,210. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE 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/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATTHEW MORREY |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2107055060 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE ORTHO SAN ANTONIO ABM FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ORTH |
| ReturnHeader/Filer/EIN | 0 | 842899381 |
| ReturnHeader/Filer/PhoneNum | 0 | 2107055060 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11844 BANDERA RD 498 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HELOTES |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78023 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 742606559 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ADKF PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 9601 MCALLISTER FREEWAY SUITE 800 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAN ANTONIO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 78216 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2108291300 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-10 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DYLAN M BOSS |
| ReturnHeader/ReturnTs | 0 | 2025-11-17T10:28:17-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
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