Form 990 for tax year 2024
Filed by SOUTHERN ORTHOPAEDIC ASSOCIATION.
Totals
- Total revenue
- $738,363
- Total expenses
- $854,310
- Contributions and grants received
- $185,487
- Grants paid
- $0
- Program service revenue
- $501,862
- Investment income
- $51,014
- Other revenue
- $0
- Total assets, end of year
- $1,843,269
- Total liabilities, end of year
- $150,132
- Net assets or fund balances, end of year
- $1,693,137
- Program services expenses (Part IX)
- $605,968
- Management and general expenses
- $248,342
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $605,968
Program services were 70.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$123,150
-
1f · All other contributions, gifts and grants
$62,337
-
2a · Program service revenue: MEETINGS, COURSES & PU
total $501,862 · related or exempt $501,862
-
3 · Investment income
total $51,014 · excluded $51,014
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $191,664 · management and general $191,664
-
11c · Fees: accounting
total $6,950 · management and general $6,950
-
12 · Advertising and promotion
total $29,763 · program services $26,763 · management and general $3,000
-
13 · Office expenses
total $20,495 · program services $3,390 · management and general $17,105
-
14 · Information technology
total $6,214 · management and general $6,214
-
17 · Travel
total $36,424 · program services $25,596 · management and general $10,828
-
19 · Conferences, conventions and meetings
total $454,587 · program services $452,219 · management and general $2,368
-
23 · Insurance
total $3,241 · management and general $3,241
-
24a · Other expenses: JOURNAL
total $98,000 · program services $98,000
-
24b · Other expenses: OTHER EXPENSE
total $6,972 · management and general $6,972
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $161,545 · end of year $43,854
-
4 · Accounts receivable
beginning of year $106,821 · end of year $102,974
-
9 · Prepaid expenses and deferred charges
beginning of year $34,674 · end of year $22,196
-
11 · Investments: publicly traded securities
beginning of year $1,658,458 · end of year $1,674,245
-
17 · Accounts payable and accrued expenses
beginning of year $227,967 · end of year $60,522
-
19 · Deferred revenue
beginning of year $89,220 · end of year $89,610
-
27 · Net assets without donor restrictions
beginning of year $1,458,137 · end of year $1,489,382
-
28 · Net assets with donor restrictions
beginning of year $186,174 · end of year $203,755
Mission and programs · 2024
Mission
TO PROMOTE, ENCOURAGE, FOSTER, AND ADVANCE THE ART OF SCIENCE AND ORTHOPAEDIC SURGERY AND MATTERS RELATED THERETO, AND TO ESTABLISH A FORUM FOR FREE DISCUSSION AND TEACHING OF ORTHOPAEDIC METHODS AND PRINCIPLES AMONG THE MEMBERS.
-
TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY.
Expenses $605,968 · Revenue $501,862
As filed on the 2024 return.
Listed in Part VII
-
Christopher A Heck MDCHRISTOPHER A HECK MD
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
H Clayton Thomason III MDH CLAYTON THOMASON III MD
IMMEDIATE PAST PRESIDENT BEFORE 6/30/24
- Total calculated
- $0
- Hours/week
- 1
-
Ben A Alman MDBEN A ALMAN MD
IMMEDIATE PAST PRESIDENT FROM 6/30/24
- Total calculated
- $0
- Hours/week
- 1
-
Lee R Leddy MDLEE R LEDDY MD
SECRETARY/VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
James A Browne MDJAMES A BROWNE MD
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Aaron Casp MDAARON CASP MD
MEMBER UNDER 40
- Total calculated
- $0
- Hours/week
- 1
-
C Lowry Barnes MDC LOWRY BARNES MD
CO-EDITOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Michal P Horan SrDR MICHAL P HORAN SR
SOA BOC REPRSENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
E Lyle Cain MDE LYLE CAIN MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Frederick C Flandry MD FacsFREDERICK C FLANDRY MD FACS
HISTORIAN
- Total calculated
- $0
- Hours/week
- 1
-
Gregory GrabowskiGREGORY GRABOWSKI
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Holly Tyler-Paris Pilson MDHOLLY TYLER-PARIS PILSON MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jocelyn Wittstein MDJOCELYN WITTSTEIN MD
EDUCATION COMMITTEE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin W Farmer MDKEVIN W FARMER MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
L Andrew Koman MDL ANDREW KOMAN MD
CO-EDITOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael Bolognesi MDMICHAEL BOLOGNESI MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael O'Brien MDMICHAEL O'BRIEN MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott D Mair MDSCOTT D MAIR MD
TREASURER/SAE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Shawn Skip Gilber MDSHAWN SKIP GILBER MD
BOARD TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 10 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523149349302472
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