Civic Intelligence

Harvard Orthopaedic Alumni Association

990EZ • Fiscal year 2022 • EIN 84-6690083

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 25, 2023

Organization Profile
55 Fruit StreetBoston, MA 02114

(617) 726-2000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

Score unavailable

No value available

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

Source year 2022

Revenue Growth

Score unavailable

No value available

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

Source year 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

$34,019

No earlier filing loaded for comparison.

Net Assets

$34,019

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin86th percentile

Revenue

$34,660

No earlier filing loaded for comparison.

Expenses

$20,230

No earlier filing loaded for comparison.

Net Income

$14,430

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2022

Assets$34,019
Liabilities$0
Net Assets$34,019
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$34,660
Expenses$20,230
Net Income$14,430
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 25, 2023
Return Version
2022v5.0
Gross Receipts
$34,660
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 Pay78th 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
2023-10-25
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: 10,604. Description: event. Amount: 5,316. Description: bank charges. Amount: 226. Total to form 990-ez, line 16: 17,146.”

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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JENNIFER DUANE
IRS990EZ/BooksInCareOfDetail/PhoneNum06177262000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt055 FRUIT STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOSTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002114
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt019589
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034019
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt014430
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IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GrossReceiptsAmt034660
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt019589
IRS990EZ/NetAssetsOrFundBalancesEOYAmt034019
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt019589
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034019
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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/OtherExpensesTotalAmt017146
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/PrintingPublicationsPostageAmt03084
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL OPPORTUNITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt020230
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034660
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt034660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt013660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07594
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt017145
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt073059
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt073059
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt034660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt013660
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt07594
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt017145
IRS990ScheduleA/Total509Grp/TotalAmt073059
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt034660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt013660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt07594
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt017145
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt073059
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ALUMI AWARD. AMOUNT: 1,000. DESCRIPTION: HGOC EXPENSES. AMOUNT: 10,604. DESCRIPTION: EVENT. AMOUNT: 5,316. DESCRIPTION: BANK CHARGES. AMOUNT: 226. TOTAL TO FORM 990-EZ, LINE 16: 17,146.
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER DUANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-25
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt063 SHORE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum07816042500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MATARESE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-30T08:59:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DUANE
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,019
Liabilities
$0
Net assets
$34,019
Revenue
$34,660
Expenses
$20,230
Net income
$14,430
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