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Western Orthopaedic Foundation

Tax-deductible

Towson, MD501(c)(3)HospitalsEIN 47-3422203Revenue $141K in FY2024

On file with the IRSwoa-assn.org/about-wof110 West Rd Ste 227, 21204-2341 · Towson, MDTax-exempt since May 2015Publicly supported charity — 170(b)(1)(A)(vi)

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To advance the science and practice of Orthopaedic surgery throughout the Western region of the united states via education, and research and advocacy.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $71K a year · 52% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
9 mo
of spending, in cash
Looks good: 8.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $25K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$36K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$141K
+52% vs prior year
Spent
$91K
To programs
87%
Net assets
$1.1M
By yearFY2019–FY2024
Revenue
$141K
FY2024▲ +52%
Tap a bar for its year
Revenue by fiscal year
FY2019$266K
FY2020$97K
FY2021$42K
FY2022$179K
FY2023$92K
FY2024$141K
Expenses
$91K
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2019$66K
FY2020$37K
FY2021$38K
FY2022$76K
FY2023$86K
FY2024$91K
Net assets
$1.1M
FY2024▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2019$599K
FY2020$733K
FY2021$828K
FY2022$813K
FY2023$919K
FY2024$1.1M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $80K Management & general 13% · $12K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Paul C Collins MD
Member-At-Large
$0Pt VII · Sec A
Jeffrey Smith MD
Member-At-Large
$0Pt VII · Sec A
$0Pt VII · Sec A
Theodore L Stringer MD
Managing Director
$0Pt VII · Sec A
See Western Orthopaedic Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Advances orthopedic surgery through education, research, and advocacy in the Western US.

Provided by the organization

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1 program · $80K · in their own filed words · FY2024
01

To advance the science and practice of orthopaedic surgery throughout the western region of the united states via education, and research and advocacy.

$80Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$25K
Total grants receivedfrom 1 funder$25K
Grants paid · 6 grants · $137K · 2019–2024
Unitemized GrantFY2024$36,500
Unitemized GrantFY2023$31,000
Unitemized GrantFY2022$20,000
Unitemized GrantFY2021$16,500
Unitemized GrantFY2020$16,500
Unitemized GrantFY2019$16,500

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$141K
Ln 12
Gifts and grantsLn 1h$89K
Investment incomeLn 3$30K
Other incomeLn 4–11$21K
Money outPt IX
$91K
Ln 25
Programscol B$80K
Managementcol C$12K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$68K
Total assetsLn 16$1.1M
LiabilitiesLn 26$36K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$89K
Investment incomeLn 3$30K
Other incomeLn 4–11$21K
Total revenueLn 12$141K
Assets in detailPt X, end of year
CashLn 1$68K
Cash and savings togetherLn 1–2$68K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.1M
LiabilitiesLn 26$36K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$43K$68K
InvestmentsLn 11–13$920K$1.0M
Total assetsLn 16$964K$1.1M
LiabilitiesLn 26$45K$36K
Net assetsLn 32$919K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$73K$73K
Management feesLn 11a$10K$7K$3K
Accounting feesLn 11c$8K$8K
Office expensesLn 13$417$417
Total functional expensesLn 25$91K$80K$12K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $141K$91K$49K$1.1M 990 PDF
FY2023 $92K$86K$6K$919K 990 PDF
FY2022 $179K$76K$103K$813K 990 PDF
FY2021 $42K$38K$4K$828K 990 PDF
FY2020 $97K$37K$60K$733K 990 PDF
FY2019 $266K$66K$201K$599K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $140,824 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $47,187$89,441
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $22,904$30,283
I-11 Other revenuePrior year $22,309$21,100
I-12 Total revenuePrior year $92,400$140,824
I-13 Grants and similar amounts paidPrior year $66,220$73,167
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $19,710$18,167
I-18 Total expensesPrior year $85,930$91,334
I-19 Revenue less expensesPrior year $6,470$49,490
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $140,824 across 5 lines filed
VIII-1f All other contributions, gifts and grants$89,441
VIII-1h Total contributions, gifts and grants$89,441
VIII-3 Investment incomeExcluded from tax $30,283$30,283
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $21,100$21,100
VIII-12 Total revenueRelated to mission $21,100 · Unrelated business $0 · Excluded from tax $30,283$140,824
Part IX · Statement of functional expenses $91,334 across 4 lines filed
IX-2 Grants to domestic individualsPrograms $73,167$73,167
IX-11a Management feesPrograms $6,667 · Management $3,333$10,000
IX-11c Accounting feesManagement $7,750$7,750
IX-13 Office expensesManagement $417$417
IX-25 Total functional expensesPrograms $79,834 · Management $11,500 · Fundraising $0$91,334
Part X · Balance sheet $1,102,162 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $42,850$68,037
X-4 Accounts receivableStart of year $1,100$100
X-9 Prepaid expenses and deferred chargesStart of year $0$7,500
X-11 Publicly traded securitiesStart of year $920,440$1,026,525
X-16 Total assetsStart of year $964,390$1,102,162
X-17 Accounts payable and accrued expensesStart of year $40,123$32,853
X-19 Deferred revenueStart of year $5,000$3,000
X-26 Total liabilitiesStart of year $45,123$35,853
X-27 Net assets without donor restrictionsStart of year $298,314$583,008
X-28 Net assets with donor restrictionsStart of year $620,953$483,301
X-32 Total net assets or fund balancesStart of year $919,267$1,066,309
X-33 Total liabilities and net assetsStart of year $964,390$1,102,162
Part XI · Reconciliation of net assets $1,066,309 net assets at year end
XI-1 Total revenue$140,824
XI-2 Total expenses$91,334
XI-3 Revenue less expenses$49,490
XI-4 Net assets at start of year$919,267
XI-5 Net unrealized gains (losses) on investments$97,552
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,066,309

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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