Orthopedic Trauma Association Inc
- Assets
- $18.8m
- Revenue
- $3.7m
- Investments
- $0.0
- Employees
- 15
- Location
- Rosemont, IL
- Founding
- 06/1986
- Data as of
- 12/2020
- EIN
- 68-0074461
Organization Overview
Orthopedic Trauma Association Inc is located in Rosemont, IL. The organization was established in 1986. According to its NTEE Classification (G90) the organization is classified as: Medical Disciplines, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. As of 12/2021, Orthopedic Trauma Association Inc employed 15 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Orthopedic Trauma Association Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Orthopedic Trauma Association Inc generated $3.7m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (2.6%) each year. All expenses for the organization totaled $3.1m during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (4.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Orthopedic Trauma Association Inc has awarded 81 individual grants totaling $3,294,945. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
ANNUAL MEETINGS FOR MEMBERS-SYMPOSIA AND LECTURES ON ORTHOPAEDIC TRAUMA
VARIOUS RESIDENT'S COURSES ARE DESIGNED TO EDUCATE RESIDENTS ON ORTHOPAEDIC TRAUMA TOPICS, AVAILABLE IN-HOUSE, ON THE INTERNET AND BY CD-ROM
GRANTS FOR RESEARCH ON TOPICS IN ORTHOPAEDIC TRAUMA
VARIOUS MEMBER SERVICES, INCLUDING PROVIDING SUBSCRIPTIONS TO THE JOURNAL OF ORTHOPAEDIC TRAUMA
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kathleen Caswell Cae Executive Director | Officer | 50 | $188,826 |
Barbara Shozda Managing Director | 40 | $100,053 | |
Heather A Vallier MD President | OfficerTrustee | 1 | $0 |
Thomas F Higgins MD Secretary | OfficerTrustee | 1 | $0 |
Brendan Patterson MD 2nd President Elect | OfficerTrustee | 1 | $0 |
Michael Archdeacon MD President Elect | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Integrated Event Management Event Mgmnt | 12/30/15 | $181,179 |
American Academy Of Orthopaedic Sur Management | 12/30/15 | $143,338 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $477,490 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $477,490 |
| Total Program Service Revenue | $2,057,958 |
| Investment income | $372,492 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $680,318 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $3,722,577 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $553,312 |
| Grants and other assistance to domestic individuals. | $1,000 |
| Grants and other assistance to Foreign Orgs/Individuals | $199,559 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $177,251 |
| Compensation of current officers, directors, key employees. | $177,251 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $781,868 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $180,510 |
| Payroll taxes | $74,021 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $27,240 |
| Fees for services: Accounting | $70,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $23,451 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $26,065 |
| Information technology | $117,705 |
| Royalties | $0 |
| Occupancy | $69,594 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $192,655 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $95,712 |
| Insurance | $10,831 |
| All other expenses | $65,863 |
| Total functional expenses | $3,071,411 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $3,515,802 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $721,128 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $124,125 |
| Net Land, buildings, and equipment | $232,015 |
| Investments—publicly traded securities | $14,155,733 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $5,974 |
| Total assets | $18,754,777 |
| Accounts payable and accrued expenses | $1,116,002 |
| Grants payable | $0 |
| Deferred revenue | $765,720 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $192,299 |
| Other liabilities | $73,222 |
| Total liabilities | $2,147,243 |
| Net assets without donor restrictions | $15,883,634 |
| Net assets with donor restrictions | $723,900 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $18,754,777 |
Grants Awarded
Over the last fiscal year, Orthopedic Trauma Association Inc has awarded $561,371 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
THE CURATORS OF THE UNIVERSITY OF MISSOURI PURPOSE: RESEARCH | $80,000 |
Eugene, OR PURPOSE: RESEARCH | $78,194 |
Lexington, KY PURPOSE: RESEARCH | $50,000 |
Lexington, KY PURPOSE: RESEARCH | $50,000 |
Vail, CO PURPOSE: RESEARCH | $50,000 |
Davis, CA PURPOSE: RESEARCH | $50,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Orthopedic Trauma Association Inc has recieved totaling $94,998.
| Awarding Organization | Amount |
|---|---|
Aircast Foundation Inc Naples, FL PURPOSE: ORTHOPAEDIC RESEARCH | $69,998 |
Ao North America Inc Wayne, PA PURPOSE: FELLOWSHIP | $25,000 |
Endowment Analysis
| Beg. Balance | $44,850 |
| Earnings | $1,985 |
| Ending Balance | $46,835 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
American College Of Chest Physicians Glenview, IL | $44,983,631 | $16,629,705 |
Academy Of General Dentistry Chicago, IL | $42,353,738 | $16,214,063 |
American Association For Accreditation Of Ambulatory Surger Gurnee, IL | $14,762,694 | $10,355,412 |
American Association Of Equine Practitioners Lexington, KY | $8,765,231 | $7,398,673 |
American Dental Hygientists Association Chicago, IL | $4,138,948 | $5,518,461 |
National Certification Corporation For Obstetric Gynecologic & Neonat Chicago, IL | $33,466,629 | $9,072,961 |
Orthopedic Foundation For Animals Columbia, MO | $9,920,954 | $4,913,503 |
Orthopedic Trauma Association Inc Rosemont, IL | $18,754,777 | $3,722,577 |
American Board Of Preventive Medicine Chicago, IL | $17,000,125 | $5,893,663 |
Kentucky Medical Assn Louisville, KY | $5,977,584 | $2,527,003 |
Indiana Dental Association Indianapolis, IN | $5,179,468 | $2,299,278 |
Iowa Medical Society Des Moines, IA | $8,413,197 | $2,540,807 |