Southeastern Fracture Consortium

Nonprofit profile at a glance

EIN
201222129
IRS 990 coverage
2025–2025
Forms available
Form 990 2025, Form 990-EZ 2024
Location
Chapel Hill, NC, USA
Phone
3364133221
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Nerve, Muscle and Bone Diseases

Reported finances

Revenue
$246,077
Expenses
$244,730
Assets
$102,015
Liabilities
$2,967

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • David Weiss (President)
  • Lisa Cannada (Vice President)
  • Lauren Kulp ESQ LCSW MSW (Co-Executive Director)
  • Ashlyn Zebrowski (Co-Executive Director)

Highest reported compensation

  • Lauren Kulp ESQ LCSW MSW (Co-Executive Director): $18,654 total reported compensation
  • Ashlyn Zebrowski (Co-Executive Director): $18,654 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Southeastern fracture consortium advances orthopaedic trauma education and research by sponsoring an annual cme-accredited symposium supporting clinical research collaboration and fostering professional development and collaboration among healthcare professionals.

What it reported doing in 2025

SEFC sponsored and operated its annual CME-accredited orthopaedic trauma education symposium for orthopaedic surgeons residents fellows medical students and related healthcare professionals. The program provided trauma-focused continuing medical education professional development exhibitor and industry engagement networking and clinical research collaboration opportunities. SEFC provided scholarship support to residents fellows and medical students by waiving conference registration fees and awarding one $500 lodging stipend to support attendance. Through these activities SEFC advanced orthopaedic trauma education supported early-career professional development encouraged participation in clinical research discussions and fostered collaboration among clinicians caring for patients with musculoskeletal injuries. SEFC also conducted planning and development activities for the 2026 symposium including conference logistics exhibitor sponsor coordination educational programming and attendee registration preparation.

Operating model

Revenue model
Earned-program. 83% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 100
  • Accountability: 79
  • Sustainability: 30
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.2%; rating input score 94
  • Program expense ratio: 94.4%; rating input score 94
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 4 of 8 controls in place; rating input score 50
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 0.5%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.42; rating input score 21; 21st percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 31; 31st percentile among comparable filings
  • Officer compensation ratio: 15.2%; rating input score 23; 23rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 9.8% per year; rating input score 100; 68th percentile among comparable filings
  • Asset growth: 7.1% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 94.2% of revenue deployed · 94.4% of spending went to programs
  • Governance: 10 of 10 board members independent · 4 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $231K in reported program spending
  • Leadership: top reported pay $19K · 12 people listed
  • Consistency: 40 of 40 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Contacts: How to reach this organization
  • Money network: 4 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: 3 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 21/100.
  • High — Sustainability: Officer compensation ratio scored 23/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 31/100.