Civic Intelligence

Oregon Assoc of Orthopaedists Inc

EIN 94-3130225 • 501(c)6 • Lake Oswego, OR

Profile

The oregon association of orthopaedists exists to influence the socioeconomic and political issues that affect or control the ability of oregon orthopeadic surgeons to provide high-quality medical care to our patients.

417 2nd Street Ste 101Lake Oswego, OR 97034

oregonorthopaedicsurgeons.com

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

82nd percentile

21%

Higher net margin than 82% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

30%

Faster revenue growth than 84% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$196,656

Up $34,841 (+22%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$196,656

Up $34,841 (+22%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin82nd percentile

Revenue

Up

$165,140

Up $38,459 (+30%) from 2023

Expenses

Up

$130,299

Up $292 (+0.2%) from 2023

Net Income

Up

$34,841

Up $38,167 (+1148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

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

$200K$150K$100K$50K$0Assets 2008: $24,016Liabilities 2008: $02008Assets 2009: $27,941Liabilities 2009: $02009Assets 2010: $15,707Liabilities 2010: $02010Assets 2011: $28,787Liabilities 2011: $02011Assets 2012: $87,668Liabilities 2012: $02012Assets 2013: $94,168Liabilities 2013: $02013Assets 2014: $84,338Liabilities 2014: $02014Assets 2015: $54,303Liabilities 2015: $02015Assets 2016: $54,273Liabilities 2016: $02016Assets 2017: $52,270Net Assets 2017: $52,2702017Assets 2018: $106,140Net Assets 2018: $106,1402018Assets 2019: $136,992Net Assets 2019: $136,9922019Assets 2020: $140,759Net Assets 2020: $140,7592020Assets 2021: $144,160Net Assets 2021: $144,1602021Assets 2022: $165,141Net Assets 2022: $165,1412022Assets 2023: $161,815Net Assets 2023: $161,8152023Assets 2024: $196,656Net Assets 2024: $196,6562024

Highlighted filing

2024

Assets$196,656
Liabilities-
Net Assets$196,656
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KRevenue 2008: $52,992Expenses 2008: $54,817Net Income 2008: -$1,8252008Revenue 2009: $79,685Expenses 2009: $75,760Net Income 2009: $3,9252009Revenue 2010: $74,450Expenses 2010: $86,684Net Income 2010: -$12,2342010Revenue 2011: $88,982Expenses 2011: $75,902Net Income 2011: $13,0802011Revenue 2012: $143,478Expenses 2012: $84,597Net Income 2012: $58,8812012Revenue 2013: $105,530Expenses 2013: $99,030Net Income 2013: $6,5002013Revenue 2014: $90,545Expenses 2014: $100,375Net Income 2014: -$9,8302014Revenue 2015: $112,475Expenses 2015: $142,510Net Income 2015: -$30,0352015Revenue 2016: $118,995Expenses 2016: $119,025Net Income 2016: -$302016Revenue 2017: $108,188Expenses 2017: $110,191Net Income 2017: -$2,0032017Revenue 2018: $175,438Expenses 2018: $121,568Net Income 2018: $53,8702018Revenue 2019: $157,618Expenses 2019: $126,766Net Income 2019: $30,8522019Revenue 2020: $91,543Expenses 2020: $87,808Net Income 2020: $3,7352020Revenue 2021: $90,543Expenses 2021: $76,587Net Income 2021: $13,9562021Revenue 2022: $141,925Expenses 2022: $120,944Net Income 2022: $20,9812022Revenue 2023: $126,681Expenses 2023: $130,007Net Income 2023: -$3,3262023Revenue 2024: $165,140Expenses 2024: $130,299Net Income 2024: $34,8412024

Highlighted filing

2024

Revenue$165,140
Expenses$130,299
Net Income$34,841
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$196,656
Liabilities
-
Net assets
$196,656
Revenue
$165,140
Expenses
$130,299
Net income
$34,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$1.97$1.65$1.30$0.35
2023Detailed filing. Detailed filing data is available for this year.$1.62$1.62$1.27$1.30$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.65$1.65$1.42$1.21$0.21
2021Detailed filing. Detailed filing data is available for this year.$1.44$1.44$0.91$0.77$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.41$1.41$0.92$0.88$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.37$1.37$1.58$1.27$0.31
2018Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.75$1.22$0.54
2017Detailed filing. Detailed filing data is available for this year.$0.52$0.52$1.08$1.10$0.02
2016Summary only. Only limited summary data is available for this year.$0.54$0.00$1.19$1.19$0.00
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$1.12$1.43$0.30
2014Summary only. Only limited summary data is available for this year.$0.84$0.00$0.91$1.00$0.10
2013Summary only. Only limited summary data is available for this year.$0.94$0.00$1.06$0.99$0.07
2012Summary only. Only limited summary data is available for this year.$0.88$0.00$1.43$0.85$0.59
2011Summary only. Only limited summary data is available for this year.$0.29$0.00$0.89$0.76$0.13
2010Summary only. Only limited summary data is available for this year.$0.16$0.00$0.74$0.87$0.12
2009Summary only. Only limited summary data is available for this year.$0.28$0.00$0.80$0.76$0.04
2008Summary only. Only limited summary data is available for this year.$0.24$0.00$0.53$0.55$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.0
Gross Receipts
$165,140
Mission and Program Overview

Mission

The oregon association of orthopaedists exists to influence the socioeconomic and political issues that affect or control the ability of oregon orthopeadic surgeons to provide high-quality medical care to our patients.

Program Services

DescriptionGrantsExpenses
SUPPORT THE PRACTICE OF QUALITY ORTHOPEDIC CARE--
SUPPORT THE PRACTICE OF QUALITY ORTHOPEDIC CARE--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President-$0--
ELIZABETH LIEBERMAN MDVice Preside-$0--
-Secretary/Tr-$0--
TAMARA SIMPSON MDPast Preside-$0--
Political and Lobbying Activity
In-house lobbying only
No
Filing and Contact Details

Filer

Filer Name
Oregon Assoc of Orthopaedists Inc
EIN
94-3130225
Phone
5033035071
Address
417 2ND STREET STE 101, LAKE OSWEGO, OR 97034

Signing Officer

Name
Kathryn Schabelmd
Title
President
Phone
5033035071
Signed
2025-10-15

Preparer

Firm
Steve Rossman CPA Pc
Address
1350 MERIDIAN DR STE-B, WOODBURN, OR 97071
Preparer
Steve Rossman CPA
Phone
5039825201
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses conference expenses 49,392 meals & entertainment 178 pac distribution 2,850 dues and subscriptions 301 business licenses 50 pac administration 62 credit card fees 589 website 1,921 total 55,343”

Form 990-ez, Part III

“The oregon association of orthopaedists exists to influence the socioeconomic and political issues that affect or control the ability of oregon orthopeadic surgeons to provide high-quality medical care to our patients.”

Form 990-ez, Part III, Line 31

“Support the practice of quality orthopedic care”

Raw XML Appendix104 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DALTON ADVOCACY INC
IRS990EZ/BooksInCareOfDetail/PhoneNum05038840415
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0417 2ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAKE OSWEGO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097034
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161815
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0196656
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034841
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt074820
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0161815
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0196656
IRS990EZ/GrossReceiptsAmt0165140
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01576
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt061395
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0161815
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196656
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0161815
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196656
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0KATHRYN SCHABELMD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt1CRAIG GILLIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ELIZABETH LIEBERMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMARA SIMPSON MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PAST PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt055343
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE OREGON ASSOCIATION OF ORTHOPAEDISTS EXISTS TO INFLUENCE THE SOCIOECONOMIC AND POLITICAL ISSUES THAT AFFECT OR CONTROL THE ABILITY OF OREGON ORTHOPEADIC SURGEONS TO PROVIDE HIGH-QUALITY MEDICAL CARE TO OUR PATIENTS.
IRS990EZ/PrintingPublicationsPostageAmt0136
IRS990EZ/ProgramServiceRevenueAmt093019
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT THE PRACTICE OF QUALITY ORTHOPEDIC CARE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT THE PRACTICE OF QUALITY ORTHOPEDIC CARE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0130299
IRS990EZ/TotalRevenueAmt0165140
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0OREGONORTHOPAEDICSURGEONS.COM
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES CONFERENCE EXPENSES 49,392 MEALS & ENTERTAINMENT 178 PAC DISTRIBUTION 2,850 DUES AND SUBSCRIPTIONS 301 BUSINESS LICENSES 50 PAC ADMINISTRATION 62 CREDIT CARD FEES 589 WEBSITE 1,921 TOTAL 55,343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OREGON ASSOCIATION OF ORTHOPAEDISTS EXISTS TO INFLUENCE THE SOCIOECONOMIC AND POLITICAL ISSUES THAT AFFECT OR CONTROL THE ABILITY OF OREGON ORTHOPEADIC SURGEONS TO PROVIDE HIGH-QUALITY MEDICAL CARE TO OUR PATIENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT THE PRACTICE OF QUALITY ORTHOPEDIC CARE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHRYN SCHABELMD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05033035071
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OREGON ASSOC OF ORTHOPAEDISTS INC
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0943130225
ReturnHeader/Filer/PhoneNum05033035071
ReturnHeader/Filer/USAddress/AddressLine1Txt0417 2ND STREET STE 101
ReturnHeader/Filer/USAddress/CityNm0LAKE OSWEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814366168
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVE ROSSMAN CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01350 MERIDIAN DR STE-B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBURN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097071
ReturnHeader/PreparerPersonGrp/PhoneNum05039825201
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVE ROSSMAN CPA
ReturnHeader/ReturnTs02025-10-23T18:11:34-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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