Southwest Orthopaedic Trauma Association
Southwest Orthopaedic Trauma Association operates with volunteer leadership and stable, modest finances.
EIN: 200267145 · Albuquerque, NM · NTEE: G03 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Expenses | $33K |
| Program Spending | 90% |
| Net Assets | $36K |
| Transparency Score | 85/100 |
Is Southwest Orthopaedic Trauma Association Legit?
Appears Legitimate
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Southwest Orthopaedic Trauma Association directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Southwest Orthopaedic Trauma Association
Southwest Orthopaedic Trauma Association (EIN: 200267145) is a nonprofit organization based in Albuquerque, NM, classified under NTEE code G03. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Southwest Orthopaedic Trauma Association's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Southwest Orthopaedic Trauma Association is a micro nonprofit that has been operating for 22 years, with 12 years of IRS 990 filings on record (2011–2022). Revenue has grown at a compound annual rate of -4.4%.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
| Total Revenue | $36K |
| Total Expenses | $33K |
| Surplus / Deficit | +$3K |
| Total Assets | $36K |
| Net Assets | $36K |
| Operating Margin | 8.3% |
| Months of Reserves | 13.4 months |
Financial Health Grade: A
In 2022, Southwest Orthopaedic Trauma Association reported a surplus of $3K with revenue exceeding expenses, holds 13.4 months of operating reserves (strong position).
Financial Trends
Over 12 years of filings (2011–2022), Southwest Orthopaedic Trauma Association's revenue has declined at a compound annual growth rate (CAGR) of -4.4%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2022 | +41.9% | +236.3% | +8.9% |
| 2021 | +800.8% | -32.1% | +85.4% |
| 2020 | -92.8% | -61.9% | -39.0% |
| 2019 | -5.3% | -31.0% | +3.2% |
| 2018 | -1.8% | +42.4% | -32.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Southwest Orthopaedic Trauma Association with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 90%
- fundraising: 0%
According to IRS 990 filings, Southwest Orthopaedic Trauma Association allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2022)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $3K, with revenue exceeding expenses.
Executive Compensation Analysis
Executive compensation has consistently been reported as 0% across all available filings, indicating that the organization is run by volunteers and does not allocate funds to paid officers, which is highly efficient for a small nonprofit.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Strengths
The following positive indicators were identified for Southwest Orthopaedic Trauma Association:
- Consistent 0% officer compensation, indicating volunteer leadership and low administrative overhead.
- No reported liabilities across all filing periods, demonstrating strong financial stability.
- Consistent filing of IRS Form 990s, indicating transparency and compliance.
- Assets consistently exceed liabilities, showing a healthy balance sheet.
- Expenses generally kept in line with revenue, indicating responsible financial management.
Frequently Asked Questions about Southwest Orthopaedic Trauma Association
Is Southwest Orthopaedic Trauma Association a legitimate charity?
Based on AI analysis of IRS 990 filings, Southwest Orthopaedic Trauma Association (EIN: 200267145) appears legitimate. Mission Score: 85/100. 0 red flags identified, 5 strengths noted.
How does Southwest Orthopaedic Trauma Association spend its money?
Southwest Orthopaedic Trauma Association directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Southwest Orthopaedic Trauma Association tax-deductible?
Southwest Orthopaedic Trauma Association is registered as a tax-exempt nonprofit (EIN: 200267145). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
How does Southwest Orthopaedic Trauma Association compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), Southwest Orthopaedic Trauma Association is above average for NTEE category G03 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Southwest Orthopaedic Trauma Association located?
Southwest Orthopaedic Trauma Association is headquartered in Albuquerque, New Mexico and files with the IRS under EIN 200267145. It is classified under NTEE code G03.
How many years of IRS 990 filings does Southwest Orthopaedic Trauma Association have?
Southwest Orthopaedic Trauma Association has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends.
Is Southwest Orthopaedic Trauma Association a good charity?
Based on the provided financial data, the Southwest Orthopaedic Trauma Association appears to be a well-managed, small nonprofit. It consistently reports $0 in officer compensation and liabilities, suggesting a strong commitment to its mission with minimal overhead and financial risk. Its consistent filing of IRS 990s also indicates transparency.
How does the organization manage its finances given fluctuating revenue?
The organization manages its finances by generally keeping expenses in line with revenue, often operating near break-even. For example, in 2022, revenue was $35,519 and expenses were $32,554. Its assets have remained stable, indicating prudent financial management despite revenue fluctuations.
What is the organization's approach to executive compensation?
The organization's approach to executive compensation is to pay none. Officer compensation has been 0% in all reported periods, indicating a volunteer-led structure.
Filing History
IRS 990 filing history for Southwest Orthopaedic Trauma Association showing financial trends over 12 years of public records:
Over 12 years of IRS 990 filings (2011–2022), Southwest Orthopaedic Trauma Association's revenue has declined by 38.9%, moving from $58K to $36K. Total assets decreased by 35.4% over the same period, from $56K to $36K. Total functional expenses fell by 56.7%, from $75K to $33K. In its most recent filing year (2022), Southwest Orthopaedic Trauma Association reported a surplus of $3K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2022 | $36K | $33K | $36K | $0 | — | View 990 |
| 2021 | $25K | $10K | $33K | $0 | — | — |
| 2020 | $3K | $14K | $18K | $0 | — | View 990 |
| 2019 | $38K | $37K | $29K | $0 | — | View 990 |
| 2018 | $41K | $54K | $29K | $0 | — | View 990 |
| 2017 | $41K | $38K | $42K | $0 | — | View 990 |
| 2016 | $63K | $45K | $39K | $0 | — | View 990 |
| 2015 | $38K | $42K | $21K | $0 | — | View 990 |
| 2014 | $35K | $37K | $25K | $0 | — | View 990 |
| 2013 | $37K | $41K | $27K | $0 | — | View 990 |
| 2012 | $47K | $72K | $30K | $0 | — | View 990 |
| 2011 | $58K | $75K | $56K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2022: Revenue of $36K, expenses of $33K, and assets of $36K (revenue +41.9% year-over-year).
- 2021: Revenue of $25K, expenses of $10K, and assets of $33K (revenue +800.8% year-over-year).
- 2020: Revenue of $3K, expenses of $14K, and assets of $18K (revenue -92.8% year-over-year).
- 2019: Revenue of $38K, expenses of $37K, and assets of $29K (revenue -5.3% year-over-year).
- 2018: Revenue of $41K, expenses of $54K, and assets of $29K (revenue -1.8% year-over-year).
- 2017: Revenue of $41K, expenses of $38K, and assets of $42K (revenue -34.5% year-over-year).
- 2016: Revenue of $63K, expenses of $45K, and assets of $39K (revenue +67.2% year-over-year).
- 2015: Revenue of $38K, expenses of $42K, and assets of $21K (revenue +6.5% year-over-year).
- 2014: Revenue of $35K, expenses of $37K, and assets of $25K (revenue -4.8% year-over-year).
- 2013: Revenue of $37K, expenses of $41K, and assets of $27K (revenue -20.2% year-over-year).
- 2012: Revenue of $47K, expenses of $72K, and assets of $30K (revenue -19.9% year-over-year).
- 2011: Revenue of $58K, expenses of $75K, and assets of $56K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Southwest Orthopaedic Trauma Association:
Data Sources and Methodology
This transparency report for Southwest Orthopaedic Trauma Association is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.