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Nonprofiteer
← ORTHOPEDIC TRAUMA ASSOCIATION INC

Form 990 for tax year 2024

Filed by ORTHOPEDIC TRAUMA ASSOCIATION INC.

Totals

Total revenue
$8,150,038
Total expenses
$7,037,137
Contributions and grants received
$567,683
Grants paid
$831,473
Program service revenue
$5,476,007
Investment income
$1,061,909
Other revenue
$1,044,439
Total assets, end of year
$21,899,317
Total liabilities, end of year
$2,381,835
Net assets or fund balances, end of year
$19,517,482
Program services expenses (Part IX)
$4,321,018
Management and general expenses
$2,458,884
Fundraising expenses
$257,235
Program service expenses (Part III)
$4,321,018

Program services were 61.4% 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.

  • 1f · All other contributions, gifts and grants

    $567,683

  • 2a · Program service revenue: Annual Meeting Revenue

    total $3,364,972 · related or exempt $3,364,972

  • 2b · Program service revenue: Membership Dues

    total $1,425,560 · related or exempt $1,425,560

  • 2c · Program service revenue: Courses Revenue

    total $520,475 · related or exempt $520,475

  • 2d · Program service revenue: Fellowship Accreditation

    total $165,000 · related or exempt $165,000

  • 3 · Investment income

    total $777,061 · excluded $777,061

  • 5 · Royalties

    total $630,586 · unrelated business $104,881 · excluded $525,705

  • 7a · Gross sales of assets other than inventory

    securities $284,848

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $284,848

  • 7d · Net gain or loss

    total $284,848 · excluded $284,848

  • 11a · Other revenue: Miscellaneous

    total $216,605 · unrelated business $56,148 · excluded $160,457

  • 11b · Other revenue: Research Grant Returned

    total $197,248 · excluded $197,248

  • 11e · Other revenue, total

    $413,853

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $631,444 · program services $631,444

  • 3 · Grants to foreign organizations and individuals

    total $200,029 · program services $200,029

  • 5 · Compensation of officers, directors and key employees

    total $380,028 · program services $151,186 · management and general $185,851 · fundraising $42,991

  • 7 · Other salaries and wages

    total $1,326,313 · program services $527,644 · management and general $648,629 · fundraising $150,040

  • 8 · Pension plan contributions

    total $113,792 · program services $45,269 · management and general $55,650 · fundraising $12,873

  • 9 · Other employee benefits

    total $126,630 · program services $50,377 · management and general $61,928 · fundraising $14,325

  • 10 · Payroll taxes

    total $124,842 · program services $49,666 · management and general $61,053 · fundraising $14,123

  • 11b · Fees: legal

    total $28,894 · management and general $28,894

  • 11c · Fees: accounting

    total $125,550 · management and general $125,550

  • 11f · Fees: investment management

    total $40,463 · management and general $40,463

  • 11g · Fees: other

    total $2,750 · management and general $2,750

  • 12 · Advertising and promotion

    total $11,633 · management and general $11,633

  • 13 · Office expenses

    total $250,996 · program services $102,141 · management and general $148,855

  • 14 · Information technology

    total $297,608 · program services $16,219 · management and general $281,389

  • 16 · Occupancy

    total $98,144 · management and general $98,144

  • 17 · Travel

    total $248,845 · program services $243,890 · management and general $4,955

  • 19 · Conferences, conventions and meetings

    total $2,150,005 · program services $1,829,910 · management and general $297,803 · fundraising $22,292

  • 22 · Depreciation, depletion and amortization

    total $111,648 · program services $56,667 · management and general $54,981

  • 23 · Insurance

    total $36,987 · program services $18,075 · management and general $18,912

  • 24a · Other expenses: Journal Publishing

    total $329,978 · program services $329,978

  • 24b · Other expenses: Board of Directors

    total $116,850 · management and general $116,850

  • 24c · Other expenses: Professional Developmen

    total $48,188 · management and general $48,188

  • 24d · Other expenses: Income Tax

    total $44,343 · management and general $44,343

  • 24e · All other expenses

    total $191,177 · program services $68,523 · management and general $122,063 · fundraising $591

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,640,551 · end of year $1,998,241

  • 2 · Savings and temporary cash investments

    beginning of year $761,295 · end of year $1,853,532

  • 3 · Pledges and grants receivable

    beginning of year $17,950 · end of year $12,750

  • 4 · Accounts receivable

    beginning of year $281,757 · end of year $353,839

  • 9 · Prepaid expenses and deferred charges

    beginning of year $193,984 · end of year $269,252

  • 10a · Land, buildings and equipment: cost or other basis

    $669,684

  • 10b · Land, buildings and equipment: accumulated depreciation

    $428,452

  • 10c · Land, buildings and equipment, net

    beginning of year $205,481 · end of year $241,232

  • 11 · Investments: publicly traded securities

    beginning of year $15,980,121 · end of year $16,596,687

  • 15 · Other assets

    beginning of year $71,025 · end of year $573,784

  • 17 · Accounts payable and accrued expenses

    beginning of year $780,361 · end of year $1,119,420

  • 19 · Deferred revenue

    beginning of year $537,985 · end of year $705,810

  • 25 · Other liabilities

    beginning of year $84,911 · end of year $556,605

  • 27 · Net assets without donor restrictions

    beginning of year $17,015,061 · end of year $19,517,482

  • 28 · Net assets with donor restrictions

    beginning of year $733,846 · end of year $0

Mission and programs · 2024

Mission

The Association is organized and operated for educational and scientific purposes to augment investigative knowledge of orthopaedic trauma and the prevention of disorders of the musculoskeletal system related to trauma, encouragement of teaching and education in orthopaedic trauma, and promotion of specialized training for medical and paramedical personnel in orthopaedic trauma. Activities are funded by contributions, dues, annual meeting revenue and fees charged for educational activities.

  • Annual meetings for members-symposia and lectures on Orthopaedic trauma.

    Expenses $1,982,568 · Revenue $3,364,972

  • Various resident's courses are designed to educate residents on Orthopaedic trauma topics, available in-house, on the internet and by CD-ROM.

    Expenses $825,319 · Revenue $520,475

  • Grants for research on topics in Orthopaedic trauma.

    Expenses $947,486 · Grants $831,473

  • Various member services, including providing subscriptions to the Journal of Orthopaedic Trauma.

    Expenses $565,645 · Revenue $1,590,560

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Douglas W Lundy MD

    President

    Total calculated
    $0
    Hours/week
    1

  • Thomas F Higgins MD

    President-Elect

    Total calculated
    $0
    Hours/week
    1

  • William T Obremskey MD

    2nd President-Elect

    Total calculated
    $0
    Hours/week
    1

  • Brendan M Patterson MD

    2nd Past President

    Total calculated
    $0
    Hours/week
    1

  • Emil H Schemitsch MD

    Immediate Past President

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Anna N Miller MD

    Secretary

    Total calculated
    $25,000
    From this org
    $25,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Michael Suk

    CFO

    Total calculated
    $0
    Hours/week
    1

  • Kelly A Lefaivre MD

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Robert V O'Toole MD

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • George V Russell MD

    Member at Large

    Total calculated
    $0
    Hours/week
    1

  • Nirmal C Tejwani MD

    Annual Meeting Program Chair

    Total calculated
    $0
    Hours/week
    1

  • Kathleen Caswell CAE

    Executive Director

    Total calculated
    $330,028
    From this org
    $302,632
    From related orgs
    $0
    Other
    $27,396
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $285,295
    Bonus
    $15,900
    Other
    $1,437
    Deferred
    $27,396
    Nontaxable benefits
    $0
    Filer's total
    $330,028

  • Alanna Kaiser

    Director of Education

    Total calculated
    $169,294
    From this org
    $147,935
    From related orgs
    $0
    Other
    $21,359
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,510
    Bonus
    $3,800
    Other
    $625
    Deferred
    $14,582
    Nontaxable benefits
    $6,777
    Filer's total
    $169,294

  • Elizabeth J Plummer

    Director of Development

    Total calculated
    $160,797
    From this org
    $133,880
    From related orgs
    $0
    Other
    $26,917
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,080
    Bonus
    $3,800
    Other
    $0
    Deferred
    $13,498
    Nontaxable benefits
    $13,419
    Filer's total
    $160,797

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
2024
Filed
28 October 2025
IRS schema version
2024v5.2
Source object
202513019349301841

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

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