2025-11-06T08:36:54-06:00 2024-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2024-01-01 941379470 WESTERN ORTHOPAEDIC ASSOCIATION WEST 4104944994 110 WEST ROAD 227 TOWSON MD 21204 CHARLES FREITAG EXECUTIVE DIRECTOR 4104944994 2025-11-05 1 0 CHANDINI SHAH P02176326 4107275735 2025-11-04 2024 2025-03-06 01:10:19Z CYNTHIA KELLY MD 110 WEST ROAD 227 TOWSON MD 21204 1171369 0 X WWW.WOA-ASSN.ORG X 1932 CA 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. 21 21 0 0 0 0 188785 181770 484706 583797 65643 76084 9627 12005 748761 853656 0 0 0 0 0 0 0 0 0 639683 778548 639683 778548 109078 75108 2810986 3202542 174181 171148 2636805 3031394 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. 0 0 TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 7 0 0 0 0 0 0 0 0 0 0 X 21 21 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X CHARLES FREITAG 4104944994 110 WEST ROAD TOWSON MD 21204 X CYNTHIA M KELLY MD PRESIDENT 1.00 X X 0 0 0 JOHN SCOLARO MD FIRST VICE PRESIDENT 1.00 X X 0 0 0 JULIUS BISHOP MD SECOND VICE PRESIDENT 1.00 X X 0 0 0 MEGHAN IMRIE MD TREASURER 1.00 X X 0 0 0 DAVID MANSFIELD MD SECRETARY 1.00 X X 0 0 0 BASIL BESH MD PAST PRESIDENT 1.00 X X 0 0 0 ROBERT R SLATER JR MD MANAGING DIRECTOR 1.00 X X 0 0 0 R LOR RANDALL MD MEMBER AT LARGE 1.00 X 0 0 0 DANIEL MOON MD MEMBER AT LARGE 1.00 X 0 0 0 ANTONIA CHEN MD MEMBER AT LARGE 1.00 X 0 0 0 KATHRYN L SCHABEL MD BOC REPRESENTATIVE 1.00 X 0 0 0 CAROL LIN MD JUNIOR MEMBER 1.00 X 0 0 0 CHRISTOPHER SHULTZ MD JUNIOR MEMBER 1.00 X 0 0 0 LUKE NICHOLSON MD PROGRAM COMMITTEE CO-CHAIR 1.00 X 0 0 0 DEAN WANG MD JUNIOR MEMBER 1.00 X 0 0 0 GRAHAM DEKEYSER MD JUNIOR MEMBER 1.00 X 0 0 0 ALEXIS KLEINHANS MPP LAY MEMBER 1.00 X 0 0 0 ROBERT MCLAIN MD WOF PRESIDENT 1.00 X 0 0 0 NICHOLAS ALFONSO MD PROGRAM COMMITTEE CO-CHAIR 1.00 X 0 0 0 CHRISTEN CHALMERS MD RESIDENT MEMBER 1.00 X 0 0 0 ANDREW COLLINS MD RESIDENT MEMBER 1.00 X 0 0 0 0 0 0 0 0 0 0 DATA TRACE MANAGEMENT SERVICES LLC 110 WEST ROAD SUITE 227 TOWSON MD 21204 MANAGEMENT COMPANY 226200 1 181770 181770 MEETINGS & COURSES 611430 583797 583797 583797 74548 74548 319249 317713 1536 1536 1536 MISCELLANEOUS 900099 12005 12005 12005 853656 595802 0 76084 226200 11875 2130 30919 16448 6184 63661 414578 2522 PRINTING-RENEWALS, NEWS 4031 778548 75117 38083 109850 176080 27270 69065 2598749 2919314 2810986 3202542 63871 33078 110310 138070 174181 171148 X 2636805 3031394 2636805 3031394 2810986 3202542 75108 319481 0 X X 0 1 X 1 0 343747 50000 47871 8317 433301 300136 43611 343747 239104 100000 -30640 8326 300138 211309 27795 239104 186267 200 26342 1500 211309 0.00000 1.00000 0.00000 0 1 1 0 X 1409383 319481 238376 557857 851526 2130 2130 853656 867752 91334 91334 776418 2130 2130 778548 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD WITH THE OBJECTIVE OF PRESERVING PRINCIPAL WHILE GENERATING INCOME WHICH CAN BE USED FOR ONGOING RESEARCH OR EDUCATION PROJECTS, OR WHICH CAN BE REINVESTMENT IN THE ENDOWMENT TO SUPPORT FUTURE INCOME GROWTH. PART X, LINE 2: THE ASSOCIATION FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES UNDER THE INCOME TAXES TOPIC OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A MORE-LIKELY-THAN-NOT THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE RELATED WESTERN ORTHOPAEDIC FOUNDATION 238,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES RELATED WESTERN ORTHOPAEDIC FOUNDATION 91,334. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE ASSOCIATION ARE HANDLED UNDER A CONTRACT BETWEEN THE ASSOCIATION AND DATA TRACE MANAGEMENT SERVICES, LLC FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE SLATE OF PROSPECTIVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS ANNUALLY VOTE ON A SLATE OF OFFICERS FOR ELECTION, AND IF APPLICABLE IN A GIVEN YEAR WOULD ALSO VOTE ON ANY BY-LAW CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE MANAGEMENT COMPANY PRIOR TO BEING SIGNED BY A BOARD MEMBER. FORM 990, PART VI, SECTION B, LINE 12C AT BOARD MEETINGS, MEMBERS ARE QUERIED AS TO ANY INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND BOARD MEMBERS DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, PAGE 12, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAVE NOT CHANGED FROM PRIOR YEAR. WESTERN ORTHOPAEDIC FOUNDATION 110 WEST ROAD SUITE 227 TOWSON MD 21204 473422203 TO ADVANCE EDUCATION, PATIENT CARE AND RESEARCH IN ORTHOPAEDICS CA 501(C)(3) LINE 11 WESTERN ORTHOPAEDIC ASSOCIATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0