MID-AMERICA ORTHOPAEDIC ASSOCIATION

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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

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

THE MISSION OF THE MID-AMERICA ORTHOPAEDIC ASSOCIATION IS TO SERVE ITS MEMBERS THROUGH OUTSTANDING EDUCATIONAL AND FELLOWSHIP OPPORTUNITIES AND TO PROVIDE VALUE-ADDED SERVICES, AT THE ANNUAL MEETING AND THROUGHOUT THE YEAR.

Program Service Accomplishments

Program 1

THE MAOA ANNUAL MEETING CONTINUES TO GROW WITH RESPECT TO THE NUMBER OF ABSTRACTS SUBMITTED, PRESENTATIONS GIVEN AT THE MEETING, AND ORTHOPEDISTS ATTENDING.

Program 2

MEMBERSHIP RETENTION AND RECRUITMENT CONTINUES TO BE ONE OF THE MAIN FOCUSES OF THE 501(C)(6) ORGANIZATION.

Program 3

THE MAOA OFFICE, ALONG WITH THE EXHIBITS COMMITTEE, WORK ON ATTRACTING ORTHOPEDIC COMPANIES TO EXHIBIT AT THE MEETING. MOST YEARS WE ARE ABLE TO FILL ALL EXHIBIT BOOTH SPACE WITH THESE COMPANIES.

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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%)

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

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

Highest Compensated

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