Nonprofit · EIN 87-0765789
SAN DIEGO SHOULDER INSTITUTE
Tax-exempt · TEMECULA, CA 92589
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $937,078 | $1,034,783 | -$97,705 | $404,201 | $36,450 | $367,751 |
| December 31, 2023 | 990 | $1,074,396 | $1,148,700 | -$74,304 | $512,933 | $53,600 | $459,333 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $185,000
- Program service revenue
- $737,338
- Investment income
- $14,740
- Net gain from sales of assets
- $4,417
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,500
- Other salaries and wages
- $102,168
- Salaries, compensation and benefits (total)
- $110,899
- Professional fundraising fees
- $0
- Accounting fees
- $6,441
- Travel
- $59,857
- Depreciation
- $625
- Program services (functional)
- $833,783
- Management and general (functional)
- $201,000
Balance sheet and other
- Total assets, start of year
- $512,933
- Total assets, end of year
- $404,201
- Total liabilities, end of year
- $36,450
- Net assets, end of year
- $367,751
- Land, buildings and equipment
- $939
- Publicly traded securities
- $294,297
- Net assets without donor restrictions
- $367,751
- Gross receipts
- $982,822
- Employees
- 9
- Volunteers
- 7
- Year formed
- 2006
- State of legal domicile
- CA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES C ESCH MD | CEO Trustee or director, Officer | 6 | $0 |
| JON JP WARNER MD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MATTHEW PROVENCHER MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARK GETELMAN MD | SECRETARY Trustee or director, Officer | 1 | $0 |
| GREGORY M ALBERTON MD | TREASURER Trustee or director, Officer | 1 | $0 |
| PATRICK DENARD MD | MEMBER AT LARGE (THRU JUNE 2024) Trustee or director | 1 | $0 |
| JONATHAN TICKER MD | MEMBER AT LARGE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATRICK DENARD MD | MEMBER AT LARGE Trustee or director | 1 | $0 |
| GREGORY M ALBERTON MD | TREASURER Trustee or director | 1 | $0 |
| MARK GETELMAN MD | SECRETARY Trustee or director | 1 | $0 |
| MATTHEW PROVENCHER MD | VICE PRESIDENT Trustee or director | 1 | $0 |
| JONATHAN TICKER MD | MEMBER AT LARGE Trustee or director | 1 | $0 |
| JON JP WARNER MD | PRESIDENT Trustee or director | 1 | $0 |
| JAMES C ESCH MD | CEO Officer | 6 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 890850, TEMECULA, CA 92589-0850
- In care of
- % JOYCE IMOTO
- Principal officer (990 for 2024)
- JAMES ESCH MD, 5901 PRIESTLY DRIVE SUITE 204, CARLSBAD, CA 92008
- Signed the 990
- JAMES ESCH MD, PRESIDENT & CEO
- Phone
- (951) 695-6800
- Website
- HTTPS://SDSI-SHOULDER.COM/
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 87-0765789 or by the name SAN DIEGO SHOULDER INSTITUTE.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- SDSI HAS ACHIEVED ITS MISSION BY OFFERING A QUALITY EDUCATIONAL FORUM FOR 28 YEARS. COURSE STATISTICS VALIDATE SDSI IS IMPACTING NATIONAL AND INTERNATIONAL PHYSICIAN COMPETENCE AND PERFORMANCE.Expenses $833,783 · grants $2,500 · revenue $737,338
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-0765789
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E03)
- Assets (IRS master file)
- $404,201
- Income (IRS master file)
- $982,822
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $937,078 | $1,034,783 | $404,201 | XML |
| 990 | December 2023 | $1,074,396 | $1,148,700 | $512,933 | XML |
| 990 | December 2022 | $1,217,969 | $1,178,553 | $509,825 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 87-0765789).
Questions about SAN DIEGO SHOULDER INSTITUTE
- What is the EIN of SAN DIEGO SHOULDER INSTITUTE?
- The employer identification number (EIN) of SAN DIEGO SHOULDER INSTITUTE is 87-0765789.
- Is SAN DIEGO SHOULDER INSTITUTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to SAN DIEGO SHOULDER INSTITUTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN DIEGO SHOULDER INSTITUTE 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 SAN DIEGO SHOULDER INSTITUTE 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 SAN DIEGO SHOULDER INSTITUTE 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 SAN DIEGO SHOULDER INSTITUTE?
- The 990 for the year ended December 31, 2024 names JAMES ESCH MD.
- Who are the officers and directors of SAN DIEGO SHOULDER INSTITUTE?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does SAN DIEGO SHOULDER INSTITUTE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $937,078, expenses of $1,034,783 and total assets of $404,201 at year end.
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