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Nonprofit · EIN 63-0876120

SOUTHERN ORTHOPAEDIC ASSOCIATION

Tax-exempt · TOWSON, MD 21204

Financials

$676K$652K2023$738K$854K2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN ORTHOPAEDIC ASSOCIATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$738,363$854,310-$115,947$1,843,269$150,132$1,693,137
December 31, 2023990$676,379$651,650$24,729$1,961,498$317,187$1,644,311
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$185,487
Membership dues
$123,150
Program service revenue
$501,862
Investment income
$51,014
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,950
Travel
$36,424
Program services (functional)
$605,968
Management and general (functional)
$248,342

Balance sheet and other

Total assets, start of year
$1,961,498
Total assets, end of year
$1,843,269
Total liabilities, end of year
$150,132
Net assets, end of year
$1,693,137
Publicly traded securities
$1,674,245
Net assets without donor restrictions
$1,489,382
Net assets with donor restrictions
$203,755
Gross receipts
$738,363
Employees
0
Volunteers
19
Year formed
1983
State of legal domicile
AL

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CHRISTOPHER A HECK MDPRESIDENT
Trustee or director, Officer
1$0
H CLAYTON THOMASON III MDIMMEDIATE PAST PRESIDENT BEFORE 6/30/24
Trustee or director, Officer
1$0
BEN A ALMAN MDIMMEDIATE PAST PRESIDENT FROM 6/30/24
Trustee or director, Officer
1$0
LEE R LEDDY MDSECRETARY/VICE PRESIDENT
Trustee or director, Officer
1$0
JAMES A BROWNE MDPRESIDENT-ELECT
Trustee or director, Officer
1$0
AARON CASP MDMEMBER UNDER 40
Trustee or director
1$0
C LOWRY BARNES MDCO-EDITOR
Trustee or director
1$0
DR MICHAL P HORAN SRSOA BOC REPRSENTATIVE
Trustee or director
1$0
E LYLE CAIN MDBOARD TRUSTEE
Trustee or director
1$0
FREDERICK C FLANDRY MD FACSHISTORIAN
Trustee or director
1$0
GREGORY GRABOWSKIBOARD TRUSTEE
Trustee or director
1$0
HOLLY TYLER-PARIS PILSON MDBOARD TRUSTEE
Trustee or director
1$0
JOCELYN WITTSTEIN MDEDUCATION COMMITTEE CHAIR
Trustee or director
1$0
KEVIN W FARMER MDBOARD TRUSTEE
Trustee or director
1$0
L ANDREW KOMAN MDCO-EDITOR
Trustee or director
1$0
4 more people on this return
NameTitleHours / weekCompensation
MICHAEL BOLOGNESI MDBOARD TRUSTEE
Trustee or director
1$0
MICHAEL O'BRIEN MDBOARD TRUSTEE
Trustee or director
1$0
SCOTT D MAIR MDTREASURER/SAE CHAIR
Trustee or director
1$0
SHAWN SKIP GILBER MDBOARD TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 18 people
NameTitleHours / weekCompensation
ANDREW A SHINAR MDIMMEDIATE PAST PRESIDENT
Trustee or director, Officer
1$0
BEN A ALMAN MDPRESIDENT-ELECT
Trustee or director, Officer
1$0
C LOWREY BARNES MDCO-EDITOR
Trustee or director
1$0
CHRISTOPHER A HECK MDSECRETARY/VICE PRESIDENT
Trustee or director, Officer
1$0
DARREN L JOHNSON MDEDUCATION COMMITTEE CHAIR
Trustee or director
1$0
DR MICHAEL P HORAN SRSOA BOC REPRSENTATIVE
Trustee or director
1$0
E LYLE CAIN MDBOARD TRUSTEE
Trustee or director
1$0
FREDERICK C FLANDRY MD FACSHISTORIAN
Trustee or director
1$0
GREGORY GRABOWSKI MDMEMBER UNDER 40
Trustee or director
1$0
H CLAYTON THOMASON III MDPRESIDENT
Trustee or director, Officer
1$0
JAMES A BROWNE MDTREASURER
Trustee or director, Officer
1$0
KEVIN W FARMER MDBOARD TRUSTEE
Trustee or director
1$0
L ANDREW KOMAN MDCO-EDITOR
Trustee or director
1$0
LEE R LEDDY MDBOARD TRUSTEE
Trustee or director
1$0
MICHAEL BOLOGNESI MDBOARD TRUSTEE
Trustee or director
1$0
MICHAEL O'BRIEN MDBOARD TRUSTEE
Trustee or director
1$0
SCOTT D MAIR MDSAE CHAIR, BOARD TRUSTEE
Trustee or director
1$0
SHAWN SKIP GILBER MDBOARD TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
110 WEST RD STE 227, TOWSON, MD 21204-2341
Principal officer (990 for 2024)
CHRISTOPHER A HECK MD, 110 WEST ROAD 227, TOWSON, MD 21204
Signed the 990
CHARLES FREITAG, EXECUTIVE DIRECTOR
Phone
(410) 494-4994
Return prepared by
ELLIN & TUCKER CHARTERED

Mission

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.

990 for the year ended December 31, 2024

Program accomplishments

  • TO DEVELOP AND FOSTER THE SCIENCE OF MEDICINE IN THE SPECIALTY OF ORTHOPAEDIC SURGERY.
    Expenses $605,968 · revenue $501,862

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
63-0876120
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
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,843,269
Income (IRS master file)
$738,363

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$738,363$854,310$1,843,269XML
990December 2023$676,379$651,650$1,961,498XML
990December 2022$802,203$711,987$1,635,526IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 63-0876120).

Questions about SOUTHERN ORTHOPAEDIC ASSOCIATION

What is the EIN of SOUTHERN ORTHOPAEDIC ASSOCIATION?
The employer identification number (EIN) of SOUTHERN ORTHOPAEDIC ASSOCIATION is 63-0876120.
Is SOUTHERN ORTHOPAEDIC ASSOCIATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to SOUTHERN ORTHOPAEDIC ASSOCIATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTHERN ORTHOPAEDIC 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 SOUTHERN ORTHOPAEDIC ASSOCIATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHERN ORTHOPAEDIC ASSOCIATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SOUTHERN ORTHOPAEDIC ASSOCIATION?
The 990 for the year ended December 31, 2024 names CHRISTOPHER A HECK MD.
Who are the officers and directors of SOUTHERN ORTHOPAEDIC ASSOCIATION?
The 990 for the year ended December 31, 2024 lists 19 people; 0 received compensation from the organization.
How much revenue does SOUTHERN ORTHOPAEDIC ASSOCIATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $738,363, expenses of $854,310 and total assets of $1,843,269 at year end.

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