San Diego Shoulder Institute
- Assets
- $545.3k
- Revenue
- $531.0k
- Investments
- $409.6k
- Employees
- 5
- Location
- Carlsbad, CA
- Founding
- 05/2007
- Data as of
- 12/2021
- EIN
- 87-0765789
Organization Overview
San Diego Shoulder Institute is located in Carlsbad, CA. The organization was established in 2007. According to its NTEE Classification (E03) the organization is classified as: Professional Societies & Associations, under the broad grouping of Health Care and related organizations. As of 12/2021, San Diego Shoulder Institute employed 5 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. San Diego Shoulder Institute 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 12/2021, San Diego Shoulder Institute generated $531.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (8.9%) each year. All expenses for the organization totaled $524.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (9.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MISSION OF SAN DIEGO SHOULDER INSTITUTE IS TO PROMOTE THE DEVELOPMENT AND DISSEMINATION OF EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS.EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE MISSION OF SAN DIEGO SHOULDER INSTITUTE (SDSI) IS TO PROMOTE THE DEVELOPMENT AND DISSEMINATION OF EDUCATION RELATED TO SHOULDER DISORDERS TO PHYSICIANS AND ALLIED HEALTH CLINICIANS. GOALS:1.TO OFFER SUPERIOR LEARNING OPPORTUNITIES BY APPROVING ANNUAL CONTINUING MEDICAL EDUCATIONAL OFFERINGS.2.TO PARTICIPATE IN THE ADVANCEMENT OF SHOULDER CARE BY ACTIVE INVOLVEMENT IN INTERNATIONAL TEACHING, RESEARCH, AND EDUCATIONAL COLLABORATION.3.TO PROVIDE ONGOING EDUCATIONAL SUPPORT AND EXPERTISE VIA ESTABLISHMENT AND MAINTENANCE OF AN INTERACTIVE WEBSITE.SDSI HAS ACHIEVED THIS MISSION BY OFFERING A QUALITY EDUCATIONAL FORUM FOR 27 YEARS. COURSE STATISTICS VALIDATE SDSI IS IMPACTING NATIONAL AND INTERNATIONAL PHYSICIAN COMPETENCE AND PERFORMANCE.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James C Esch MD President | Officer | 6 | $65,000 |
Jonathan Ticker MD Member At Large | Trustee | 1 | $1,000 |
Jon Jp Warner MD Secretary | Trustee | 1 | $1,000 |
Gregory M Alberton MD Treasurer | Trustee | 1 | $1,000 |
Stephen J Snyder MD Member At Large | Trustee | 1 | $1,000 |
Matthew Provencher MD Member At Large | Trustee | 1 | $1,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $47,693 |
| All other contributions, gifts, grants, and similar amounts not included above | $245,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $292,693 |
| Total Program Service Revenue | $234,150 |
| Investment income | $4,128 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| 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 | $530,971 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $71,000 |
| Compensation of current officers, directors, key employees. | $71,000 |
| Compensation to disqualified persons | $181,154 |
| Other salaries and wages | $5,000 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $19,352 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $750 |
| Fees for services: Accounting | $5,442 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $1,893 |
| Information technology | $1,744 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $22,944 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $193 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,843 |
| Insurance | $3,809 |
| All other expenses | $22,820 |
| Total functional expenses | $523,971 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $131,892 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $3,852 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $409,582 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $545,326 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $9,300 |
| 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 | $0 |
| Other liabilities | $100 |
| Total liabilities | $9,400 |
| Net assets without donor restrictions | $535,926 |
| Net assets with donor restrictions | $0 |
| 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 | $545,326 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that San Diego Shoulder Institute has recieved totaling $40,000.
| Awarding Organization | Amount |
|---|---|
Fidelity Investments Charitable Gift Fund Boston, MA PURPOSE: For grant recipient's exempt purposes | $40,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
California Nurses Association Oakland, CA | $378,964,379 | $139,570,711 |
Council Of Community Clinics San Diego, CA | $36,540,174 | $77,680,319 |
American Association Of Critical Care Nurses Aliso Viejo, CA | $150,994,655 | $35,628,533 |
Health Access For All Inc Los Angeles, CA | $8,414,100 | $18,615,692 |
Legacy Visiting Nurse Association Portland, OR | $8,747,577 | $10,266,388 |
Oregon Nurses Association Tualatin, OR | $16,238,554 | $10,652,620 |
Aacn Certification Corp Aliso Viejo, CA | $40,328,205 | $13,070,115 |
California Association Of Health Facilities Sacramento, CA | $19,218,296 | $7,665,743 |
Coalition Of Orange County Community Clinics Santa Ana, CA | $57,820,853 | $5,370,472 |
Hospital Council Of Northern And Central California Inc Sacramento, CA | $6,377,651 | $5,140,915 |
Oregon Health Care Association Portland, OR | $8,010,690 | $4,365,230 |
California Nurses Association Benefit Tr Dublin, CA | $4,202,471 | $3,877,952 |