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Nonprofiteer
← ORTHOPEDIC TRAUMA ASSOCIATION INC

Form 990 for tax year 2023

Filed by ORTHOPEDIC TRAUMA ASSOCIATION INC.

Totals

Total revenue
$6,581,023
Total expenses
$6,559,829
Contributions and grants received
$478,829
Grants paid
$473,038
Program services expenses (Part IX)
$3,694,507
Management and general expenses
$2,865,322
Fundraising expenses
$0
Program service expenses (Part III)
$3,694,507

Program services were 56.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EMIL H SCHEMITSCH MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL T ARCHDEACON MD

    2ND PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRENDAN M PATTERSON MD

    IMMEDIATE PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • THOMAS F HIGGINS MD

    2ND PRESIDENT - ELECT

    Total calculated
    $0
    Hours/week
    1

  • HASSAN RIAZ MIR MD

    CFO

    Total calculated
    $0
    Hours/week
    1

  • KELLY A LEFAIVRE MS

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • NIRMAL C TEJWANI MD

    ANNUAL PROGRAM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ANNA N MILLER MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • KYLE J JERAY MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS W LUNDY MD

    PRESIDENT - ELECT

    Total calculated
    $0
    Hours/week
    1

  • GEORGE V RUSSELL MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN CASWELL CAE

    EXECUTIVE DIRECTOR

    Total calculated
    $276,608
    From this org
    $251,712
    From related orgs
    $0
    Other
    $24,896
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $250,000
    Bonus
    $0
    Other
    $1,712
    Deferred
    $24,896
    Nontaxable benefits
    $0
    Filer's total
    $276,608

  • ALANNA KAISER

    DIRECTOR OF EDUCATION

    Total calculated
    $172,240
    From this org
    $138,882
    From related orgs
    $0
    Other
    $33,358
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,061
    Bonus
    $3,600
    Other
    $221
    Deferred
    $14,006
    Nontaxable benefits
    $19,352
    Filer's total
    $172,240

  • ELIZABETH J PLUMMER

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $160,829
    From this org
    $128,498
    From related orgs
    $0
    Other
    $32,331
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,778
    Bonus
    $3,500
    Other
    $220
    Deferred
    $12,979
    Nontaxable benefits
    $19,352
    Filer's total
    $160,829

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
24 June 2024
IRS schema version
2023v5.1
Source object
202402209349301020

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