Civic Intelligence

San Diego Shoulder Institute

EIN 87-0765789 • 501(c)3 • Carlsbad, CA

Profile

The mission of san diego shoulder institute is to promote the development and dissemination of education related to shoulder disorders to physicians and allied health clinicians.

5901 Priestly Drive Suite 204Carlsbad, CA 92008

sdsi-shoulder.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.09x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.04x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

23rd percentile

-10%

Higher net margin than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

13th percentile

-21%

Faster asset growth than 13% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-13%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$404,201

Down $108,732 (-21%) from 2023

Liabilities

Down

$36,450

Down $17,150 (-32%) from 2023

Net Assets

Down

$367,751

Down $91,582 (-20%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin23rd percentile

Revenue

Down

$937,078

Down $137,318 (-13%) from 2023

Expenses

Down

$1,034,783

Down $113,917 (-9.9%) from 2023

Net Income

Down

-$97,705

Down $23,401 (-31%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$800K$600K$400K$200K$0Assets 2010: $204,766Liabilities 2010: $2,641Net Assets 2010: $202,1252010Assets 2011: $177,297Liabilities 2011: $1,158Net Assets 2011: $176,1392011Assets 2012: $202,787Liabilities 2012: $18,324Net Assets 2012: $184,4632012Assets 2013: $214,298Liabilities 2013: $1,062Net Assets 2013: $213,2362013Assets 2014: $327,340Liabilities 2014: $1,067Net Assets 2014: $326,2732014Assets 2015: $267,260Liabilities 2015: $1,144Net Assets 2015: $266,1162015Assets 2016: $366,262Liabilities 2016: $1,161Net Assets 2016: $365,1012016Assets 2017: $366,160Liabilities 2017: $990Net Assets 2017: $365,1702017Assets 2018: $560,988Liabilities 2018: $949Net Assets 2018: $560,0392018Assets 2019: $679,169Liabilities 2019: $9,949Net Assets 2019: $669,2202019Assets 2020: $487,697Liabilities 2020: $100Net Assets 2020: $487,5972020Assets 2021: $545,326Liabilities 2021: $9,400Net Assets 2021: $535,9262021Assets 2022: $509,825Liabilities 2022: $0Net Assets 2022: $509,8252022Assets 2023: $512,933Liabilities 2023: $53,600Net Assets 2023: $459,3332023Assets 2024: $404,201Liabilities 2024: $36,450Net Assets 2024: $367,7512024

Highlighted filing

2024

Assets$404,201
Liabilities$36,450
Net Assets$367,751
Open 2024 Filing

Operations Trend

Revenue Growth23rd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $879,711Expenses 2010: $809,067Net Income 2010: $70,6442010Revenue 2011: $929,217Expenses 2011: $955,203Net Income 2011: -$25,9862011Revenue 2012: $944,681Expenses 2012: $936,357Net Income 2012: $8,3242012Revenue 2013: $1,065,291Expenses 2013: $1,036,518Net Income 2013: $28,7732013Revenue 2014: $1,218,708Expenses 2014: $1,105,671Net Income 2014: $113,0372014Revenue 2015: $1,020,493Expenses 2015: $1,080,650Net Income 2015: -$60,1572015Revenue 2016: $1,259,555Expenses 2016: $1,160,570Net Income 2016: $98,9852016Revenue 2017: $1,230,580Expenses 2017: $1,230,511Net Income 2017: $692017Revenue 2018: $1,580,252Expenses 2018: $1,385,383Net Income 2018: $194,8692018Revenue 2019: $1,500,224Expenses 2019: $1,391,043Net Income 2019: $109,1812019Revenue 2020: $115,736Expenses 2020: $297,359Net Income 2020: -$181,6232020Revenue 2021: $530,971Expenses 2021: $523,971Net Income 2021: $7,0002021Revenue 2022: $1,217,969Expenses 2022: $1,178,553Net Income 2022: $39,4162022Revenue 2023: $1,074,396Expenses 2023: $1,148,700Net Income 2023: -$74,3042023Revenue 2024: $937,078Expenses 2024: $1,034,783Net Income 2024: -$97,7052024

Highlighted filing

2024

Revenue$937,078
Expenses$1,034,783
Net Income-$97,705
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$404,201
Liabilities
$36,450
Net assets
$367,751
Revenue
$937,078
Expenses
$1,034,783
Net income
-$97,705
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.37$0.94$1.03$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.05$0.46$1.07$1.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.22$1.18$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.01$0.54$0.53$0.52$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.00$0.49$0.12$0.30$0.18
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.01$0.67$1.50$1.39$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.56$1.58$1.39$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.23$1.23$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$1.26$1.16$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$1.02$1.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$1.22$1.11$0.11
2013Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$1.07$1.04$0.03
2012Summary only. Only limited summary data is available for this year.$0.20$0.02$0.18$0.94$0.94$0.01
2011Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$0.93$0.96$0.03
2010Summary only. Only limited summary data is available for this year.$0.20$0.00$0.20$0.88$0.81$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 29, 2025
Return Version
2024v5.2
Gross Receipts
$982,822
Mission and Program Overview

Mission

The mission of San Diego Shoulder Institute is to promote the development and dissemination of education related to shoulder disorders to physicians and allied health clinicians.

The mission of san diego shoulder institute is to promote the development and dissemination of education related to shoulder disorders to physicians and allied health clinicians. Education related to shoulder disorders to physicians and allied health clinicians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$333,918$294,297▼ $39,621
Savings and Temporary Cash Investments$76,101$83,490▲ $7,389
Prepaid Expenses and Deferred Charges$101,350$25,475▼ $75,875
Land, Buildings, and Equipment, Net$1,564$939▼ $625
Total Assets$512,933$404,201▼ $108,732
Liabilities
Deferred Revenue$53,600$36,450▼ $17,150
Total Liabilities$53,600$36,450▼ $17,150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$459,333$367,751▼ $91,582
Total Net Assets Fund Balance$459,333$367,751▼ $91,582
Total Liabilities and Net Assets / Fund Balance$512,933$404,201▼ $108,732

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$939$13,069$14,008
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Jon Jp Warner MdPresident
Matthew Provencher MdVice President
James C Esch MdCEO
Jonathan Ticker MdMember at Large
Patrick Denard MdMember at Large (thru June 2024)
Mark Getelman MdSecretary
Gregory M Alberton MdTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$185,000
Program Service Revenue
$737,338
Investment Income
$14,740
Other Revenue
$0
All Other Contributions
$185,000
Change in Net Assets
$-97,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$921,384
Salaries, Compensation, and Employee Benefits$110,899
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$102,168-$102,168
Travel$59,857--$59,857
Advertising$36,517--$36,517
Other Expenses$146,889$25,481-$25,481
Office Expenses-$11,987-$11,987
Payroll Taxes-$8,731-$8,731
Insurance-$7,539-$7,539
Conferences and Meetings$6,651--$6,651
Fees for Services Accounting-$6,441-$6,441
Information Technology$2,662--$2,662
Grants to Domestic Orgs$2,500--$2,500
Depreciation Depletion$625--$625
All Other Expenses$132--$132
Total Functional Expenses$833,783$201,000$0$1,034,783
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
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
No
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 8B

“There are no committees with authority to act on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“The ceo reviews the form 990 prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Shoulder Institute
EIN
87-0765789
Phone
9516956800
Address
5901 PRIESTLY DRIVE SUITE 204, CARLSBAD, CA 92008

Signing Officer

Name
James Esch Md
Title
President & CEO
Phone
9516956800
Signed
2025-09-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Esch Md
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
2875 MICHELLE DRIVE 300, IRVINE, CA 92606
Preparer
Lisa N Ryssel CPA
Phone
7149781300
Raw XML AppendixShowing 400 of 406 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LESLIE LEBITSKI
IRS990/BooksInCareOfDetail/PhoneNum09516956800
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IRS990/Desc0SDSI HAS ACHIEVED ITS MISSION BY OFFERING A QUALITY EDUCATIONAL FORUM FOR 28 YEARS. COURSE STATISTICS VALIDATE SDSI IS IMPACTING NATIONAL AND INTERNATIONAL PHYSICIAN COMPETENCE AND PERFORMANCE.
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/PersonNm0JAMES C ESCH MD
IRS990/Form990PartVIISectionAGrp/PersonNm1JON JP WARNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW PROVENCHER MD
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IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICK DENARD MD
IRS990/Form990PartVIISectionAGrp/PersonNm6JONATHAN TICKER MD
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER AT LARGE (THRU JUNE 2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER AT LARGE
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011381
IRS990/PYOtherExpensesAmt01035183
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0814765
IRS990/PYRevenuesLessExpensesAmt0-74304
IRS990/PYSalariesCompEmpBnftPaidAmt0113517
IRS990/PYTotalExpensesAmt01148700
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01074396
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-97705
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0737338
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076101
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083490
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0165000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0127250
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0300000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0245000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0837250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0185000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0248250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0342000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0292693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt056274
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01124217
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010323
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt011381
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05333
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04128
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt031165
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0737338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0814765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0868215
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0234150
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047950
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02702418
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010323
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt011381
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05333
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04128
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt031165
IRS990ScheduleA/InvestmentIncomeCYPct00.00810
IRS990ScheduleA/InvestmentIncomePYPct00.00430
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.77490
IRS990ScheduleA/PublicSupportPY509Pct00.78520
IRS990ScheduleA/PublicSupportTotal509Amt02989385
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt0165000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0127250
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0300000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0245000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0837250
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0922338
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01063015
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01210215
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0526843
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0104224
IRS990ScheduleA/Total509Grp/TotalAmt03826635
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0932661
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01074396
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01215548
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0530971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0104224
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03857800
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
IRS990ScheduleD/EquipmentGrp/BookValueAmt0939
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013069
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt014008
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0939
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CEO REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0512933
IRS990/TotalAssetsEOYAmt0404201
IRS990/TotalAssetsGrp/BOYAmt0512933
IRS990/TotalAssetsGrp/EOYAmt0404201
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0185000
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0201000
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0833783
IRS990/TotalFunctionalExpensesGrp/TotalAmt01034783
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt053600
IRS990/TotalLiabilitiesEOYAmt036450
IRS990/TotalLiabilitiesGrp/BOYAmt053600
IRS990/TotalLiabilitiesGrp/EOYAmt036450
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0459333
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0367751
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0833783
IRS990/TotalProgramServiceRevenueAmt0737338
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt014740
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0737338
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0937078
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0512933
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0404201
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt059857
IRS990/TravelGrp/TotalAmt059857
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05901 PRIESTLY DRIVE SUITE 204
IRS990/USAddress/CityNm0CARLSBAD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092008
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTPS://SDSI-SHOULDER.COM/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ESCH MD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum09516956800
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO SHOULDER INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0870765789
ReturnHeader/Filer/PhoneNum09516956800
ReturnHeader/Filer/USAddress/AddressLine1Txt05901 PRIESTLY DRIVE SUITE 204
ReturnHeader/Filer/USAddress/CityNm0CARLSBAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02875 MICHELLE DRIVE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092606
ReturnHeader/PreparerPersonGrp/PhoneNum07149781300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-29

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