MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND

EIN: 411823228 501(c)(3) Recreation & Sports

ROCHESTER, MN

Total Revenue
$117,665
Total Expenses
$101,020
Total Assets
$72,125
Net Assets
$72,125
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
MN
Principal Officer
DAVID G LEWALLEN MD
Phone
5072813431
Tax Period
2023-10-01 to 2024-09-30

MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND, founded in 1996, is a small nonprofit in the Recreation & Sports sector that reported $118K in total revenue in fiscal year 2023. Expenses of $101K left a modest 14% surplus.

Mission

SUPPORT THE EDUCATIONAL ACTIVITIES OF MID-AMERICA ORTHOPAEDIC ASSOCIATION, A RELATED 501(C)(6)

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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 $117,665
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $117,665

Expense Breakdown

Grants Paid $87,503
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $99,831
Other Expenses $13,517
TOTAL EXPENSES $101,020

Year-over-Year Comparison

2023 2022 Change
Revenue $117,665 $120,985 0.0%
Expenses $101,020 $106,271 0.0%
Net Income $16,645 $14,714 +0.1%
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
N/A
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
JULIE Y BISHOP MD MEMBER AT-LARGE (1 YEAR) 0.15
Director
$0 $0 $0
PAUL R FLEISSNER JR MD MEM. COMMITTEE CHAIR THRU 4/13/2024 0.15
Director
$0 $0 $0
MATTHEW D KARAM MD EXHIBITS COMMITTEE CHAIR 0.25
Director
$0 $0 $0
BRETT R LEVINE MD MS EDUCATION COMMITTEE CHAIR 0.25
Director
$0 $0 $0
MATTHEW P ABDEL MD 2024 PROGRAM CHAIR UNTIL 4/13/2024 0.25
Director
$0 $0 $0
R MICHAEL MENEGHINI MD MEM. AT-LARGE (1 YR) THRU 4/13/2024 0.15
Director
$0 $0 $0
ERIK T OTTERBERG MD IMMEDIATE PAST PRESIDENT 0.25
Director
$0 $0 $0
JUSTIN C SIEBLER MD MEMBER AT-LARGE (2 YEARS) 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 $117,665 $101,020 $72,125 $16,645
2023 $120,985 $106,271 $55,480 $14,714
2022 $83,675 $142,182 $40,766 $-58,507
2021 $94,905 $101,261 $99,273 $-6,356
2020 $77,296 $20,000 $105,629 $57,296
2019 $167,655 $141,408 $47,748 $26,247
2018 $132,675 $137,627 $21,501 $-4,952
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