Civic Intelligence

Harvard Orthopaedic Alumni Association

EIN 84-6690083 • 501(c)3 • Boston, MA

Profile

To support charitable and educational opportunities for current and former trainees in the field of orthopaedic medicine, such as promotion of and support for participation at seminars and educational programs, award programs, and service trips.

55 Fruit StreetBoston, MA 02114
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

57th percentile

5.2%

Higher net margin than 57% 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

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

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

Revenue Growth

16th percentile

-55%

Faster revenue growth than 16% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$40,098

Up $1,191 (+3.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$40,098

Up $1,191 (+3.1%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin57th percentile

Revenue

Down

$22,793

Down $27,915 (-55%) from 2023

Expenses

Down

$21,602

Down $24,218 (-53%) from 2023

Net Income

Down

$1,191

Down $3,697 (-76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$60K$40K$20K$0Assets 2022: $34,019Liabilities 2022: $0Net Assets 2022: $34,0192022Assets 2023: $38,907Liabilities 2023: $0Net Assets 2023: $38,9072023Assets 2024: $40,098Liabilities 2024: $0Net Assets 2024: $40,0982024

Highlighted filing

2024

Assets$40,098
Liabilities$0
Net Assets$40,098
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

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

$60K$40K$20K$0Revenue 2022: $34,660Expenses 2022: $20,230Net Income 2022: $14,4302022Revenue 2023: $50,708Expenses 2023: $45,820Net Income 2023: $4,8882023Revenue 2024: $22,793Expenses 2024: $21,602Net Income 2024: $1,1912024

Highlighted filing

2024

Revenue$22,793
Expenses$21,602
Net Income$1,191
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$40,098
Liabilities
$0
Net assets
$40,098
Revenue
$22,793
Expenses
$21,602
Net income
$1,191
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$40.1$0.00$40.1$22.8$21.6$1.19
2023Detailed filing. Detailed filing data is available for this year.$38.9$0.00$38.9$50.7$45.8$4.89
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$34.7$20.2$14.4
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
$22,793
Mission and Program Overview

Mission

To support charitable and educational opportunities for current and former trainees in the field of orthopaedic medicine, such as promotion of and support for participation at seminars and educational programs, award programs, and service trips.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL OPPORTUNITIES$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GEORGE SM DYERTrustee-$0--
THOMAS J GILL IVTrustee-$0--
OLIVIA C LEETrustee-$0--
JENNIFER DUANEExecutive Director-$0--
Filing and Contact Details

Filer

Filer Name
Harvard Orthopaedic Alumni Association
EIN
84-6690083
Address
55 FRUIT STREET, BOSTON, MA 02114

Signing Officer

Name
Jennifer Duane
Title
Executive Director
Signed
2025-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Winchester Tax Associates LLC
Address
63 SHORE ROAD, WINCHESTER, MA 01890
Preparer
John Matarese
Phone
7816042500
Supplemental Narrative

Additional Explanations

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

“Description: alumi award. Amount: 1,000. Description: hgoc expenses. Amount: 1,676. Description: event. Amount: 9,904. Description: bank charges. Amount: 89. Description: po box fees. Amount: 148. Description: taxes. Amount: 35. Total to form 990-ez, line 16: 12,852.”

Raw XML Appendix148 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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum06177262000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 FRUIT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt038907
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GEORGE SM DYER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1THOMAS J GILL IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2OLIVIA C LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JENNIFER DUANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt012852
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT CHARITABLE AND EDUCATIONAL OPPORTUNITIES FOR CURRENT AND FORMER TRAINEES IN THE FIELD OF ORTHOPAEDIC MEDICINE, SUCH AS PROMOTION OF AND SUPPORT FOR PARTICIPATION AT SEMINARS AND EDUCATIONAL PROGRAMS, AWARD PROGRAMS, AND SERVICE TRIPS.
IRS990EZ/PrintingPublicationsPostageAmt08000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt050708
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129415
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt022793
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050708
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt013660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07594
IRS990ScheduleA/Total509Grp/TotalAmt0129415
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt022793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050708
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt034660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt013660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt07594
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0129415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ALUMI AWARD. AMOUNT: 1,000. DESCRIPTION: HGOC EXPENSES. AMOUNT: 1,676. DESCRIPTION: EVENT. AMOUNT: 9,904. DESCRIPTION: BANK CHARGES. AMOUNT: 89. DESCRIPTION: PO BOX FEES. AMOUNT: 148. DESCRIPTION: TAXES. AMOUNT: 35. TOTAL TO FORM 990-EZ, LINE 16: 12,852.
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DUANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HARVARD ORTHOPAEDIC ALUMNI ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0846690083
ReturnHeader/Filer/USAddress/AddressLine1Txt055 FRUIT STREET
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475466518
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINCHESTER TAX ASSOCIATES LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001890
ReturnHeader/PreparerPersonGrp/PhoneNum07816042500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MATARESE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-11T07:53:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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