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Nonprofiteer
← SOUTHERN ORTHOPAEDIC ASSOCIATION

Form 990 for tax year 2023

Filed by SOUTHERN ORTHOPAEDIC ASSOCIATION.

Totals

Total revenue
$676,379
Total expenses
$651,650
Contributions and grants received
$153,424
Grants paid
$0
Program service revenue
$471,650
Investment income
$51,305
Other revenue
$0
Total assets, end of year
$1,961,498
Total liabilities, end of year
$317,187
Net assets or fund balances, end of year
$1,644,311
Program services expenses (Part IX)
$423,347
Management and general expenses
$228,303
Fundraising expenses
$0
Program service expenses (Part III)
$423,347

Program services were 65.0% 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

    $135,040

  • 1f · All other contributions, gifts and grants

    $18,384

  • 2a · Program service revenue: MEETINGS, COURSES & PU

    total $471,650 · related or exempt $471,650

  • 3 · Investment income

    total $51,305 · excluded $51,305

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $174,240 · management and general $174,240

  • 11c · Fees: accounting

    total $6,400 · management and general $6,400

  • 12 · Advertising and promotion

    total $22,582 · program services $21,011 · management and general $1,571

  • 13 · Office expenses

    total $24,190 · program services $4,179 · management and general $20,011

  • 14 · Information technology

    total $5,096 · management and general $5,096

  • 17 · Travel

    total $34,554 · program services $25,666 · management and general $8,888

  • 19 · Conferences, conventions and meetings

    total $279,242 · program services $274,491 · management and general $4,751

  • 23 · Insurance

    total $3,053 · management and general $3,053

  • 24a · Other expenses: JOURNAL

    total $98,000 · program services $98,000

  • 24b · Other expenses: OTHER EXPENSE

    total $4,293 · management and general $4,293

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $17,806 · end of year $161,545

  • 4 · Accounts receivable

    beginning of year $138,381 · end of year $106,821

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,759 · end of year $34,674

  • 11 · Investments: publicly traded securities

    beginning of year $1,447,580 · end of year $1,658,458

  • 17 · Accounts payable and accrued expenses

    beginning of year $86,717 · end of year $227,967

  • 19 · Deferred revenue

    beginning of year $89,800 · end of year $89,220

  • 27 · Net assets without donor restrictions

    beginning of year $1,459,009 · end of year $1,644,311

Mission and programs · 2023

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 $423,347 · Revenue $471,650

As filed on the 2023 return.

Listed in Part VII

  • Andrew A Shinar MD

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Ben A Alman MD

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1

  • C Lowrey Barnes MD

    CO-EDITOR

    Total calculated
    $0
    Hours/week
    1

  • Christopher A Heck MD

    SECRETARY/VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Darren L Johnson MD

    EDUCATION COMMITTEE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dr Michael P Horan Sr

    SOA BOC REPRSENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • E Lyle Cain MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Frederick C Flandry MD Facs

    HISTORIAN

    Total calculated
    $0
    Hours/week
    1

  • Gregory Grabowski MD

    MEMBER UNDER 40

    Total calculated
    $0
    Hours/week
    1

  • H Clayton Thomason III MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • James A Browne MD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Kevin W Farmer MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L Andrew Koman MD

    CO-EDITOR

    Total calculated
    $0
    Hours/week
    1

  • Lee R Leddy MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Bolognesi MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael O'Brien MD

    BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Scott D Mair MD

    SAE CHAIR, BOARD TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shawn 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
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423129349301322

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