MID-AMERICA ORTHOPAEDIC ASSOCIATION

EIN: 411434736

ROCHESTER, MN

Total Revenue
$858,305
Total Expenses
$735,246
Total Assets
$1,347,522
Net Assets
$1,347,522
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
MN
Principal Officer
DAVID G LEWALLEN MD
Phone
5072813431
Tax Period
2023-10-01 to 2024-09-30

MID-AMERICA ORTHOPAEDIC ASSOCIATION, founded in 1982, is a small nonprofit that reported $858K in total revenue in fiscal year 2023. Revenue surged 33% from the prior year, signaling strong growth momentum. Expenses of $735K left a modest 14% surplus.

Mission

TO SERVE MEMBERS THROUGH EDUCATIONAL AND FELLOWSHIP OPPORTUNITIES AND OTHER SERVICES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,000
Program Service Revenue $650,081
Investment Income $205,224
Other Revenue $0
TOTAL REVENUE $858,305

Expense Breakdown

Grants Paid $0
Salaries & Benefits $163,858
Fundraising Expenses $0
Other Expenses $571,388
TOTAL EXPENSES $735,246

Year-over-Year Comparison

2023 2022 Change
Revenue $858,305 $647,233 +0.3%
Expenses $735,246 $697,236 +0.1%
Net Income $123,059 $-50,003 -3.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
18
Independent Members
18
Employees
2
Volunteers
22

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$0
Total Directors
22
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM A BROWN JD GENERAL COUNSEL 0.15
Officer Director
$0 $0 $0
CRAIG J DELLA VALLE MD PRESIDENT 0.25
Officer Director
$0 $0 $0
ANTHONY F GUANCIALE MD SECRETARY 0.15
Officer Director
$0 $0 $0
JAMES A KEENEY MD FIRST VICE-PRESIDENT 0.15
Officer Director
$0 $0 $0
ROBERT L KURLAND MD HISTORIAN UNTIL 4/13/2024 0.15
Officer Director
$0 $0 $0
DAVID G LEWALLEN MD MANAGING DIRECTOR 2.50
Officer Director
$0 $0 $0
BRIAN R WOLF MD MS SECOND VICE-PRESIDENT 0.15
Officer Director
$0 $0 $0
WILLIAM W CROSS III MD TREASURER 0.15
Officer Director
$0 $0 $0
JEFFREY A MACALENA MD SECOND VICE-PRESIDENT 0.15
Officer Director
$0 $0 $0
BERNARD N STULBERG MD HISTORIAN 0.15
Officer Director
$0 $0 $0
MATTHEW D KARAM MD EXHIBITS COMMITTEE CHAIR 0.25
Director
$0 $0 $0
ERIK T OTTERBERG MD IMMEDIATE PAST PRESIDENT 0.25
Director
$0 $0 $0
R MICHAEL MENEGHINI MD MEM. AT-LARGE (1 YR) THRU 4/13/24 0.15
Director
$0 $0 $0
BRETT R LEVINE MD MS EDUCATION COMMITTEE CHAIR 0.25
Director
$0 $0 $0
PAUL R FLEISSNER JR MD MEM. COMMITTEE CHAIR THRU 4/13/24 0.15
Director
$0 $0 $0
JUSTIN C SIEBLER MD MEMBER AT-LARGE (2 YEARS) 0.15
Director
$0 $0 $0
MATTHEW P ABDEL MD 2024 PROGRAM CHAIR UNTIL 4/13/2024 0.25
Director
$0 $0 $0
JULIE Y BISHOP MD MEMBER AT-LARGE (1 YEAR) 0.15
Director
$0 $0 $0
CHRISTOPHER M MCANDREW MD 2025 PROGRAM CHAIR 0.25
Director
$0 $0 $0
W KELTON VASILEFF MD MEMBERSHIP COMMITTEE CHAIR 0.15
Director
$0 $0 $0
S TRENT GUTHRIE MD EXHIBITS COMMITTEE CHAIR 0.25
Director
$0 $0 $0
BRENT L NORRIS MD MEMBER AT-LARGE (3 YEARS) 0.15
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $858,305 $735,246 $1,347,522 $123,059
2023 $647,233 $697,236 $1,224,463 $-50,003
2022 $669,939 $1,084,529 $1,274,466 $-414,590
2021 $672,354 $311,034 $1,689,056 $361,320
2020 $339,622 $354,069 $1,327,736 $-14,447
2019 $632,462 $702,606 $1,342,183 $-70,144
2018 $653,999 $674,753 $1,412,327 $-20,754
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