Nonprofit · EIN 41-1823228
MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND
Tax-exempt · ROCHESTER, MN 55904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,198,961 | $77,876 | $1,121,085 | $1,193,210 | $0 | $1,193,210 |
| September 30, 2024 | 990 | $117,665 | $101,020 | $16,645 | $72,125 | $0 | $72,125 |
| September 30, 2023 | 990 | $120,985 | $106,271 | $14,714 | $55,480 | $0 | $55,480 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $1,190,347
- Program service revenue
- $0
- Investment income
- $6,027
- Other revenue
- $2,587
Expenses
- Grants and similar amounts paid
- $71,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $77,876
Balance sheet and other
- Total assets, start of year
- $72,125
- Total assets, end of year
- $1,193,210
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,193,210
- Publicly traded securities
- $1,115,413
- Net assets without donor restrictions
- $1,156,177
- Net assets with donor restrictions
- $37,033
- Gross receipts
- $1,198,961
- Employees
- 0
- Volunteers
- 25
- Year formed
- 1996
- State of legal domicile
- MN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A BROWN JD | GENERAL COUN Trustee or director | 0.15 | $0 |
| CRAIG S ROBERTS MD MBA | DEVELOP. CON Trustee or director | 0.15 | $0 |
| ANTHONY F GUANCIALE MD | SECRETARY Trustee or director, Officer | 0.15 | $0 |
| BERNARD STULBERG MD | HISTORIAN Trustee or director, Officer | 0.15 | $0 |
| BRENT NORRIS MD | MEMBER AT-LA Trustee or director | 0.15 | $0 |
| CHRISTOPHER M MCANDREW MD | 2025 PROGRAM Trustee or director | 0.25 | $0 |
| CRAIG J DELLA VALLE MD | IMMED PAST P Trustee or director, Officer | 0.25 | $0 |
| JEFFREY R MCLAUGHLIN MD | MAOA REPRESE Trustee or director | 0.15 | $0 |
| JULIE Y BISHOP MD | MEMBER AT-LA Trustee or director | 0.15 | $0 |
| JUSTIN C SIEBLER MD | MEMBER AT-LA Trustee or director | 0.15 | $0 |
| MATTHEW D KARAM MD | 2026 PROGRAM Trustee or director | 0.25 | $0 |
| S TRENT GUTHERIE MD | EXHIBITS CHA Trustee or director | 0.25 | $0 |
| W KELTON VASILEFF MD | MEMBERSHIP C Trustee or director | 0.15 | $0 |
| WILLIAM W CROSS III MD | TREASURER Trustee or director, Officer | 0.15 | $0 |
| BRETT R LEVINE MD MS | EDUCATION CH Trustee or director | 0.25 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID G LEWALLEN MD | MANAGING DIR Trustee or director, Officer | 2.5 | $0 |
| JAMES A KEENEY MD | PRESIDENT Officer | 0.25 | $0 |
| BRIAN R WOLF MD MS | FIRST VICE-P Officer | 0.15 | $0 |
| JEFFREY A MACALENA | SECOND VICEP Officer | 0.15 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A BROWN JD | GENERAL COUNSEL Trustee or director, Officer | 0.15 | $0 |
| CRAIG J DELLA VALLE MD | PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| ANTHONY F GUANCIALE MD | SECRETARY Trustee or director, Officer | 0.15 | $0 |
| JAMES A KEENEY MD | FIRST VICE-PRESIDENT Trustee or director, Officer | 0.15 | $0 |
| ROBERT L KURLAND MD | HISTORIAN UNTIL 4/13/2024 Trustee or director, Officer | 0.15 | $0 |
| DAVID G LEWALLEN MD | MANAGING DIRECTOR Trustee or director, Officer | 2.5 | $0 |
| BRIAN R WOLF MD MS | SECOND VICE-PRESIDENT Trustee or director, Officer | 0.15 | $0 |
| WILLIAM W CROSS III MD | TREASURER Trustee or director, Officer | 0.15 | $0 |
| JEFFREY A MACALENA MD | SECOND VICE-PRESIDENT Trustee or director, Officer | 0.15 | $0 |
| BERNARD N STULBERG MD | HISTORIAN Trustee or director, Officer | 0.15 | $0 |
| JULIE Y BISHOP MD | MEMBER AT-LARGE (1 YEAR) Trustee or director | 0.15 | $0 |
| PAUL R FLEISSNER JR MD | MEM. COMMITTEE CHAIR THRU 4/13/2024 Trustee or director | 0.15 | $0 |
| MATTHEW D KARAM MD | EXHIBITS COMMITTEE CHAIR Trustee or director | 0.25 | $0 |
| BRETT R LEVINE MD MS | EDUCATION COMMITTEE CHAIR Trustee or director | 0.25 | $0 |
| MATTHEW P ABDEL MD | 2024 PROGRAM CHAIR UNTIL 4/13/2024 Trustee or director | 0.25 | $0 |
| R MICHAEL MENEGHINI MD | MEM. AT-LARGE (1 YR) THRU 4/13/2024 Trustee or director | 0.15 | $0 |
| ERIK T OTTERBERG MD | IMMEDIATE PAST PRESIDENT Trustee or director | 0.25 | $0 |
| JUSTIN C SIEBLER MD | MEMBER AT-LARGE (2 YEARS) Trustee or director | 0.15 | $0 |
| CHRISTOPHER M MCANDREW MD | 2025 PROGRAM CHAIR Trustee or director | 0.25 | $0 |
| W KELTON VASILEFF MD | MEMBERSHIP COMMITTEE CHAIR Trustee or director | 0.15 | $0 |
| S TRENT GUTHRIE MD | EXHIBITS COMMITTEE CHAIR Trustee or director | 0.25 | $0 |
| BRENT L NORRIS MD | MEMBER AT-LARGE (3 YEARS) Trustee or director | 0.15 | $0 |
990 for the year ended September 30, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A BROWN JD | GENERAL COUNSEL Trustee or director, Officer | 0.15 | $0 |
| WILLIAM W CROSS III MD | TREASURER Trustee or director, Officer | 0.15 | $0 |
| CRAIG J DELLA VALLE MD | PRESIDENT Trustee or director, Officer | 0.25 | $0 |
| ANTHONY F GUANCIALE MD | SECRETARY Trustee or director, Officer | 0.15 | $0 |
| JAMES A KEENEY MD | FIRST VICE-PRESIDENT Trustee or director, Officer | 0.15 | $0 |
| ROBERT L KURLAND MD | HISTORIAN Trustee or director, Officer | 0.15 | $0 |
| DAVID G LEWALLEN MD | MANAGING DIRECTOR Trustee or director, Officer | 2.5 | $0 |
| BRIAN R WOLF MD MS | SECOND VICE-PRESIDENT Trustee or director, Officer | 0.15 | $0 |
| JEFFREY A MACALENA MD | TREASURER UNTIL 4/22/2023 Trustee or director, Officer | 0.15 | $0 |
| JULIE Y BISHOP MD | MEMBER AT-LARGE (2 YEARS) Trustee or director | 0.15 | $0 |
| LISA K CANNADA MD | EDUCATION COMMITTEE CHAIR UNTIL 4/22/2023 Trustee or director | 0.25 | $0 |
| MATTHEW F DILISIO MD | 2023 PROGRAM CHAIR UNTIL 4/22/2023 Trustee or director | 0.25 | $0 |
| PAUL R FLEISSNER JR MD | MEMBERSHIP COMMITTEE CHAIR Trustee or director | 0.15 | $0 |
| MATTHEW D KARAM MD | EXHIBITS COMMITTEE CHAIR Trustee or director | 0.25 | $0 |
| BRETT R LEVINE MD MS | EDUCATION COMMITTEE CHAIR Trustee or director | 0.25 | $0 |
| MATTHEW P ABDEL MD | 2024 PROGRAM CHAIR Trustee or director | 0.25 | $0 |
| AMY L MCINTOSH MD | MEMBER AT-LARGE (1 YEAR) UNTIL 4/22/2023 Trustee or director | 0.15 | $0 |
| R MICHAEL MENEGHINI MD | MEMBER AT-LARGE (1 YEAR) Trustee or director | 0.15 | $0 |
| ERIK T OTTERBERG MD | IMMEDIATE PAST PRESIDENT Trustee or director | 0.25 | $0 |
| JUSTIN C SIEBLER MD | MEMBER AT-LARGE (3 YEARS) Trustee or director | 0.15 | $0 |
| SCOTT M SPORER MD | MEMBERSHIP COMMITTEE CHAIR UNTIL 4/22/2023 Trustee or director | 0.15 | $0 |
| NORMAN S TURNER MD | IMMEDIATE PAST PRESIDENT UNTIL 4/22/2023 Trustee or director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 300 3RD AVE SE STE 405, ROCHESTER, MN 55904-4613
- Principal officer (990 for 2024)
- JAMES A KEENEY MD, 300 THIRD AVE SE 405, ROCHESTER, MN 55904
- Signed the 990
- DAVID G LEWALLEN MD, MANAGING DIRECTOR
- Phone
- (507) 281-3431
- Website
- HTTP://WWW.MAOA.ORG/
- Return prepared by
- INTEGRATED TAX & ACCOUNTING
Mission
MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND IS ORGANIZED FOR THE PURPOSE OF SUPPORTING THE EDUCATIONAL ACTIVITIES OF MID- AMERICA ORTHOPAEDIC ASSOCIATION, A RELATED 501(C)(6) ORGANIZATION. 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 accomplishments
- EDUCATION GRANTS ARE AWARDED TO SENIOR RESIDENTS (LAST TWO YEARS OF RESIDENCY) OR FELLOWS, NEW IN PRACTICE ORTHOPEDISTS (FIRST TWO YEARS OF PRACTICE) TO ATTEND THE MAOA ANNUAL MEETING. THE GRANTS AWARDED ARE 2,000 TO 2,500 EACH.Expenses $62,876 · grants $56,000
- MULTIPURPOSE RESIDENT GRANTS ARE USED FOR RESIDENTS TO: A. FUND TRAVEL TO ANOTHER INSTITUTION TO LEARN NEW TECHNIQUES/PROCEDURES B. FUND AN EDUCATIONAL TRIP ABROAD C. FUND A RESEARCH PROJECT AT THEIR HOME INSTITUTIONExpenses $10,000 · grants $10,000
- PHYSICIAN IN TRAINING AWARDS FOUR 1,000 PRIZES FOR EXCELLENCE IN MEDICAL WRITING ARE GIVEN AT OUR ANNUAL MEETING. PAPERS ARE RATED ON CONTENT, TIMELINESS, THE HYPOTHESIS, MATERIAL AND METHODS, AND RESULTS. THESES PRIZES ARE GIVEN TO FELLOWS, RESIDENTS, OR MEDICAL STUDENTS WHO GIVE THE FOUR HIGHEST RANKED PAPERS ON THE PROGRAM. THE RECIPIENT MUST BE THE FIRST AUTHOR ON THE PAPER AND THE INVESTIGATION AND MANUSCRIPT COMPLETION MUST OCCUR AT A MEDICAL FACILITY WITHIN THE MAOA 20 STATE AREA. THE PROGRAM COMMITTEE SELECTS THESE AWARD RECIPIENTS DURING THE MEETING AND THE TOP TWO AWARD WINNERS WILL ALSO HAVE AN OPPORTUNITY TO PRESENT THEIR PAPERS AT THE NEXT AAOS ANNUAL MEETING.Expenses $4,000 · grants $4,000
- POSTER GRANTS: PRIZES ARE AWARDED TO THE TOP-RATED POSTERS PRESENTED AT THE ANNUAL MEETING. THE PROGRAM COMMITTEE SELECTS THESE POSTER AWARD WINNERS.Expenses $1,000 · grants $1,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-1823228
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Recreation and sports (N40)
- Assets (IRS master file)
- $1,193,210
- Income (IRS master file)
- $1,198,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,198,961 | $77,876 | $1,193,210 | XML |
| 990 | September 2024 | $117,665 | $101,020 | $72,125 | XML |
| 990 | September 2023 | $120,985 | $106,271 | $55,480 | XML |
| 990 | September 2022 | $83,675 | $142,182 | $40,766 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-1823228).
Questions about MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND
- What is the EIN of MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND?
- The employer identification number (EIN) of MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND is 41-1823228.
- Is MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND?
- The 990 for the year ended September 30, 2025 names JAMES A KEENEY MD.
- Who are the officers and directors of MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND?
- The 990 for the year ended September 30, 2025 lists 19 people; 0 received compensation from the organization.
- How much revenue does MID-AMERICA ORTHOPAEDIC ASSOCIATION EDUCATION AND RESEARCH FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,198,961, expenses of $77,876 and total assets of $1,193,210 at year end.
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