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Nonprofiteer
← ORTHOPEDIC TRAUMA ASSOCIATION INC

Form 990 for tax year 2022

Filed by ORTHOPEDIC TRAUMA ASSOCIATION INC.

Totals

Total revenue
$6,289,428
Total expenses
$6,111,517
Contributions and grants received
$366,597
Grants paid
$794,020
Program service revenue
$4,559,185
Investment income
$469,931
Other revenue
$893,715
Total assets, end of year
$17,760,262
Total liabilities, end of year
$1,831,134
Net assets or fund balances, end of year
$15,929,128
Program services expenses (Part IX)
$3,379,647
Management and general expenses
$2,731,870
Fundraising expenses
$0
Program service expenses (Part III)
$3,379,647

Program services were 55.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • EMIL H SCHEMITSCH MD

    2ND PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ARCHDEACON MD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRENDAN PATTERSON MD

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • THOMAS F HIGGINS MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • HASSAN RIAZ MIR MD

    CFO

    Total calculated
    $0
    Hours/week
    1

  • HEATHER A VALLIER MD

    IMM PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL D MCKEE MD

    2ND PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ANNA MILLER MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • KYLE J JERAY MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH HSU MD

    MEMBER AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • GERARD SLOBOGEAN MD

    ANNUAL PROGRAM CHAIR

    Total calculated
    $0
    Hours/week
    1

  • KATHLEEN CASWELL CAE

    EXECUTIVE DIRECTOR

    Total calculated
    $233,343
    From this org
    $233,343
    From related orgs
    $0
    Other
    $0
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $233,343
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $233,343

  • ALANNA KAISER

    DIRECTOR OF EDUCATION

    Total calculated
    $129,817
    From this org
    $129,817
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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. 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

The 10 largest by cash amount. The API serves every itemized grant.

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
2022
Filed
9 August 2023
IRS schema version
2022v5.0
Source object
202342429349301304

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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