Southwest Orthopaedic Trauma Associ

Nonprofit profile at a glance

EIN
200267145
IRS 990-EZ coverage
2010–2025
Forms available
Form 990-EZ 2025, Form 990-N 2024
Location
Albuquerque, NM, USA
Phone
5054148815
Rating
68
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Professional Societies, Associations

Official website

Reported finances

Revenue
$70,854
Expenses
$51,065
Assets
$65,241

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

Leadership & pay

5 people listed

Executive titles in this filing

  • DEANA MERCER (PRESIDENT)

People named in this filing

  • DAVID CHAFEY (VICE PRESIDE)
  • GREGORY DESILVA (TREASURER)
  • DEANA MERCER (PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

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

Overview

Mission

Swota has been helping coordinate and promote orthopedic trauma care (fracture care) for patients and providers in the southwestern united states since 1998, with an emphasis on resident education.

What it reported doing in 2025

Hosted a week-long pgy-1 resident fracture treatment and motor skills course for orthopedic residents in the southwestern region, using an all-volunteer faculty team to teach 30 residents from seven different programs.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
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

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53%; rating input score 53
  • Program expense ratio: 73.6%; rating input score 74

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 27.9%; rating input score 79; 79th percentile among comparable filings
  • Total-asset coverage ratio: 1.28; rating input score 54; 54th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: 0.8% per year; rating input score 100; 50th percentile among comparable filings
  • Revenue growth: -3.6% per year; rating input score 0; 37th percentile among comparable filings
  • Asset growth: -1.5% per year; rating input score 0; 33rd percentile among comparable filings

Details

  • Where the money goes: 53% of revenue deployed · 73.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $38K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 6 of 6 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 13 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • 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 — Financial Efficiency: Mission deployment rate scored 53/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 54/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.