2025-11-10T11:28:27-06:00 2024-12-31 520959934 ELLIN & TUCKER CHARTERED 400 EAST PRATT ST SUITE 200 BALTIMORE MD 21202 990 2024-01-01 630876120 SOUTHERN ORTHOPAEDIC ASSOCIATION SOUT 4104944994 110 WEST ROAD 227 TOWSON MD 21204 CHARLES FREITAG EXECUTIVE DIRECTOR 4104944994 2025-11-10 1 0 CHANDINI SHAH P02176326 4107275735 2025-11-10 2024 2025-03-06 01:10:19Z CHRISTOPHER A HECK MD 110 WEST ROAD 227 TOWSON MD 21204 738363 0 X WWW.SOAASSN.ORG X 1983 AL 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. 18 18 0 19 0 0 153424 185487 471650 501862 51305 51014 0 0 676379 738363 0 0 0 0 0 0 0 0 0 651650 854310 651650 854310 24729 -115947 1961498 1843269 317187 150132 1644311 1693137 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 605968 501862 TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. 605968 1 1 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 0 0 0 0 1 27 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 X CHARLES FREITAG 4104944994 110 WEST ROAD TOWSON MD 21204 X CHRISTOPHER A HECK MD PRESIDENT 1.00 X X 0 0 0 H CLAYTON THOMASON III MD IMMEDIATE PAST PRESIDENT BEFORE 6/30/24 1.00 X X 0 0 0 BEN A ALMAN MD IMMEDIATE PAST PRESIDENT FROM 6/30/24 1.00 X X 0 0 0 LEE R LEDDY MD SECRETARY/VICE PRESIDENT 1.00 X X 0 0 0 JAMES A BROWNE MD PRESIDENT-ELECT 1.00 X X 0 0 0 AARON CASP MD MEMBER UNDER 40 1.00 X 0 0 0 C LOWRY BARNES MD CO-EDITOR 1.00 X 0 0 0 DR MICHAL P HORAN SR SOA BOC REPRSENTATIVE 1.00 X 0 0 0 E LYLE CAIN MD BOARD TRUSTEE 1.00 X 0 0 0 FREDERICK C FLANDRY MD FACS HISTORIAN 1.00 X 0 0 0 GREGORY GRABOWSKI BOARD TRUSTEE 1.00 X 0 0 0 HOLLY TYLER-PARIS PILSON MD BOARD TRUSTEE 1.00 X 0 0 0 JOCELYN WITTSTEIN MD EDUCATION COMMITTEE CHAIR 1.00 X 0 0 0 KEVIN W FARMER MD BOARD TRUSTEE 1.00 X 0 0 0 L ANDREW KOMAN MD CO-EDITOR 1.00 X 0 0 0 MICHAEL BOLOGNESI MD BOARD TRUSTEE 1.00 X 0 0 0 MICHAEL O'BRIEN MD BOARD TRUSTEE 1.00 X 0 0 0 SCOTT D MAIR MD TREASURER/SAE CHAIR 1.00 X 0 0 0 SHAWN SKIP GILBER MD BOARD TRUSTEE 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 191664 1 123150 62337 185487 MEETINGS, COURSES & PU 813920 501862 501862 501862 51014 51014 738363 501862 0 51014 191664 191664 6950 6950 29763 26763 3000 20495 3390 17105 6214 6214 36424 25596 10828 454587 452219 2368 3241 3241 JOURNAL 98000 98000 OTHER EXPENSE 6972 6972 854310 605968 248342 0 161545 43854 106821 102974 34674 22196 1658458 1674245 1961498 1843269 227967 60522 89220 89610 317187 150132 X 1458137 1489382 186174 203755 1644311 1693137 1961498 1843269 -115947 164773 0 X 1 X 0 0 0 X 164002 254016 176507 153424 185487 933436 31106 589143 600659 471650 501862 2194420 195108 843159 777166 625074 687349 3127856 0 0 0 3127856 17504 15825 25037 51305 51014 160685 17504 15825 25037 51305 51014 160685 212612 858984 802203 676379 738363 3288541 0.95110 0.96000 0.04890 0.04000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 186174 17581 203755 165106 24183 3115 186174 187665 22559 165106 77129 100000 10536 187665 69684 7445 77129 0.00000 1.00000 0.00000 0 0 0 X 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 ASSOCIATION'S 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 TOOK ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. 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, THE MEMBERS WORK TO FURTHER THE ORGANIZATION'S MISSION TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION VOTE ANNUALLY ON THE SLATE OF PROPOSED 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 TWICE A YEAR 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 ANY COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.