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Nonprofit · EIN 20-0267145

SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION

Tax-exempt · ALBUQUERQUE, NM 87106

Financials

$71K$51K2025
Revenue Expenses · by fiscal year end
Financials of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-EZ$70,854$51,065$19,789$65,241–$65,241
Financial details: 990-EZ for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$70,854

Expenses

Compensation of officers, directors and key employees
$0
Professional fees and payments to contractors
$12,406
Other expenses
$38,659
Program services (functional)
$37,564

Balance sheet and other

Total assets, start of year
$45,452
Total assets, end of year
$65,241
Total liabilities, end of year
–
Net assets, end of year
$65,241
Cash, savings and investments
$65,241
Gross receipts
$70,854

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-EZ for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID CHAFEYVICE PRESIDE2$0
GREGORY DESILVATREASURER2$0
DEANA MERCERPRESIDENT5$0
THOMAS DECOSTERDIRECTOR5$0
AHMED TABETSECRETARY2$0

Address and contacts

Address (IRS master file)
824 VASSAR DR NE, ALBUQUERQUE, NM 87106-2726
In care of
% MICHAEL P MARSHALL
Mailing address (990-N for 2024)
824 VASSAR DR NE, ALBUQUERQUE NM 87106
Principal officer (990-N for 2024)
DEANA MERCER, 824 VASSAR DR NE, ALBUQUERQUE NM 87106
Signed the 990-EZ
DEANA MERCER, PRESIDENT
Phone
(505) 414-8815
Return prepared by
THE ROYCE CPA FIRM PLLC

Mission

SWOTA HAS BEEN HELPING COORDINATE AND PROMOTE ORTHOPEDIC TRAUMA CARE (FRACTURE CARE) FOR PATIENTS AND PROVIDERS IN THE SOUTHWESTERN UNITED STATES SINCE 1998, WITH AN EMPHASIS ON RESIDENT EDUCATION.

990-EZ for the year ended December 31, 2025

Program accomplishments

  • HOSTED A WEEK-LONG PGY-1 RESIDENT FRACTURE TREATMENT AND MOTOR SKILLS COURSE FOR ORTHOPEDIC RESIDENTS IN THE SOUTHWESTERN REGION, USING AN ALL-VOLUNTEER FACULTY TEAM TO TEACH 30 RESIDENTS FROM SEVEN DIFFERENT PROGRAMS.
    Expenses $37,564

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-EZ on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-N on file

IRS record

EIN
20-0267145
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2004
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$65,241
Income (IRS master file)
$70,854

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2025$70,854$51,065$65,241XML
990-N for 2024
Officer: DEANA MERCER
December 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: DEANA MERCER
December 31, 2023≤ $50,000 receipts––e-Postcard
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0267145).

Questions about SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION

What is the EIN of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION?
The employer identification number (EIN) of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION is 20-0267145.
Is SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
Who is the principal officer of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION?
The 990-N for 2024 names DEANA MERCER.
Who are the officers and directors of SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION?
The 990-EZ for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does SOUTHWEST ORTHOPAEDIC TRAUMA ASSOCIATION have?
On its 990-EZ for the year ended December 31, 2025 it reported revenue of $70,854, expenses of $51,065 and total assets of $65,241 at year end.

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