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San Diego Shoulder Institute

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Health — General and Rehabilitative / Professional Societies, Associations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.07M (2023)

Expenses
$1.15M (2023)

Total Assets
$513k (2023)

Total Liabilities
$53.6k (2023)

Source: Form 990 tax filings from 2010 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,074,396
Expenses
$1,148,700
Net Income
-$74,304
Net Assets
$459,333
Notable Sources of Revenue Percent of Total Revenue
Contributions $248,250
23.1%
Program Services $814,765
75.8%
Investment Income $11,381
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $512,933
Total Liabilities $53,600
Net Assets $459,333
Compensation
Key Employees and Officers Compensation Related Other
Patrick Denard Md (Member At Large) $0 $0 $0
Gregory M Alberton Md (Treasurer) $0 $0 $0
Mark Getelman Md (Secretary) $0 $0 $0
Matthew Provencher Md (Vice President) $0 $0 $0
Jonathan Ticker Md (Member At Large) $0 $0 $0
Jon Jp Warner Md (President) $0 $0 $0
James C Esch Md (Ceo) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,217,969
Expenses
$1,178,553
Net Income
$39,416
Net Assets
$509,825
Notable Sources of Revenue Percent of Total Revenue
Contributions $342,000
28.1%
Program Services $868,215
71.3%
Investment Income $7,754
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $37,000
3.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $509,825
Total Liabilities $0
Net Assets $509,825
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $20,000 $0 $0
Gregory M Alberton Md (Treasurer) $3,000 $0 $0
Matthew Provencher Md (Secretary) $3,000 $0 $0
Jonathan Ticker Md (Member At Large) $3,000 $0 $0
Jon Jp Warner Md (Co Vice President) $3,000 $0 $0
Patrick Denard Md (Member At Large) $2,500 $0 $0
Mark Getelman Md (Member At Large) $2,500 $0 $0
Stephen J Snyder Md (Member At Large) $0 $0 $0
Stephen S Burkhart Md (Co Vice President) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$530,971
Expenses
$523,971
Net Income
$7,000
Net Assets
$535,926
Notable Sources of Revenue Percent of Total Revenue
Contributions $292,693
55.1%
Program Services $234,150
44.1%
Investment Income $4,128
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $71,000
13.6%
Professional Fundraising Fees $0
Other Salaries and Wages $5,000
1.0%
Assets/Debt
Total Assets $545,326
Total Liabilities $9,400
Net Assets $535,926
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $65,000 $0 $0
Stephen J Snyder Md (Member At Large) $1,000 $0 $0
Gregory M Alberton Md (Treasurer) $1,000 $0 $0
Stephen S Burkhart Md (Vice President) $1,000 $0 $0
Matthew Provencher Md (Member At Large) $1,000 $0 $0
Jonathan Ticker Md (Member At Large) $1,000 $0 $0
Jon Jp Warner Md (Secretary) $1,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$115,736
Expenses
$297,359
Net Income
-$181,623
Net Assets
$487,597
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,274
48.6%
Program Services $47,950
41.4%
Investment Income $11,512
9.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
13.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $487,697
Total Liabilities $100
Net Assets $487,597
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $40,000 $0 $0
Stephen J Snyder Md (Member At Large) $0 $0 $0
Gregory M Alberton Md (Treasurer) $0 $0 $0
Stephen S Burkhart Md (Vice President) $0 $0 $0
Matthew Provencher Md (Member At Large) $0 $0 $0
Jonathan Ticker Md (Member At Large) $0 $0 $0
Jon Jp Warner Md (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,500,224
Expenses
$1,391,043
Net Income
$109,181
Net Assets
$669,220
Notable Sources of Revenue Percent of Total Revenue
Contributions $458,866
30.6%
Program Services $1,024,553
68.3%
Investment Income $16,805
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $80,000
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $679,169
Total Liabilities $9,949
Net Assets $669,220
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $65,000 $0 $0
Stephen J Snyder Md (Member At Large) $2,500 $0 $0
Gregory M Alberton Md (Treasurer) $2,500 $0 $0
Stephen S Burkhart Md (Vice President) $2,500 $0 $0
Matthew Provencher Md (Member At Large) $2,500 $0 $0
Felix Savoie Iii Md (Member At Large) $2,500 $0 $0
Jon Jp Warner Md (Secretary) $2,500 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,580,252
Expenses
$1,385,383
Net Income
$194,869
Net Assets
$560,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $475,200
30.1%
Program Services $1,105,052
69.9%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $101,000
7.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $560,988
Total Liabilities $949
Net Assets $560,039
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $60,000 $0 $0
Felix Savoie Iii Md (Member At Large) $11,000 $0 $0
Stephen J Snyder Md (Member At Large) $6,000 $0 $0
Gregory M Alberton Md (Treasurer) $6,000 $0 $0
Stephen S Burkhart Md (Vice President) $6,000 $0 $0
Matthew Provencher Md (Member At Large) $6,000 $0 $0
Jon Jp Warner Md (Secretary) $6,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,230,580
Expenses
$1,230,511
Net Income
$69
Net Assets
$365,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $470,481
38.2%
Program Services $760,099
61.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $65,000
5.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $366,160
Total Liabilities $990
Net Assets $365,170
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $50,000 $0 $0
Matthew Provencher Md (Member At Large) $3,000 $0 $0
Felix Savoie Iii Md (Member At Large) $3,000 $0 $0
Jon Jp Warner Md (Member At Large) $3,000 $0 $0
Stephen J Snyder Md (Vice President) $2,000 $0 $0
Gregory M Alberton Md (Secretary) $2,000 $0 $0
Stephen S Burkhart Md (Treasurer) $2,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,259,555
Expenses
$1,160,570
Net Income
$98,985
Net Assets
$365,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $439,125
34.9%
Program Services $820,430
65.1%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $72,000
6.2%
Professional Fundraising Fees $0
Other Salaries and Wages $171,830
14.8%
Assets/Debt
Total Assets $366,262
Total Liabilities $1,161
Net Assets $365,101
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $60,000 $0 $0
Stephen J Snyder Md (Vice President) $2,000 $0 $0
Gregory M Alberton Md (Secretary) $2,000 $0 $0
Stephen S Burkhart Md (Treasurer) $2,000 $0 $0
Jon Jp Warner Md (Member At Large) $2,000 $0 $0
Matthew Provencher Md (Member At Large) $2,000 $0 $0
Felix Savoie Iii Md (Member At Large) $2,000 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,020,493
Expenses
$1,080,650
Net Income
-$60,157
Net Assets
$266,116
Notable Sources of Revenue Percent of Total Revenue
Contributions $369,125
36.2%
Program Services $651,368
63.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $73,000
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $153,513
14.2%
Assets/Debt
Total Assets $267,260
Total Liabilities $1,144
Net Assets $266,116
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $60,000 $0 $0
Jon Jp Warner Md (Member At Large) $3,000 $0 $0
Stephen J Snyder Md (Vice President) $2,500 $0 $0
Gregory M Alberton Md (Secretary) $2,500 $0 $0
Stephen S Burkhart Md (Treasurer) $2,500 $0 $0
Matthew Provencher Md (Member At Large) $2,500 $0 $0
Felix Savoie Iii Md (Member At Large) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,218,708
Expenses
$1,105,671
Net Income
$113,037
Net Assets
$326,273
Notable Sources of Revenue Percent of Total Revenue
Contributions $543,500
44.6%
Program Services $675,208
55.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $74,500
6.7%
Professional Fundraising Fees $0
Other Salaries and Wages $153,055
13.8%
Assets/Debt
Total Assets $327,340
Total Liabilities $1,067
Net Assets $326,273
Compensation
Key Employees and Officers Compensation Related Other
James C Esch Md (President) $60,000 $0 $0
Jon Jp Warner Md (Member At Large) $3,500 $0 $0
Matthew Provencher Md (Member At Large) $3,500 $0 $0
Stephen J Snyder Md (Vice President) $2,500 $0 $0
Gregory M Alberton Md (Secretary) $2,500 $0 $0
Stephen S Burkhart Md (Treasurer) $2,500 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,065,291
Expenses
$1,036,518
Net Income
$28,773
Net Assets
$213,236
Notable Sources of Revenue Percent of Total Revenue
Contributions $426,500
40.0%
Program Services $638,791
60.0%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $60,000
5.8%
Professional Fundraising Fees $0
Other Salaries and Wages $120,613
11.6%
Assets/Debt
Total Assets $214,298
Total Liabilities $1,062
Net Assets $213,236

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$944,681
Expenses
$936,357
Net Income
$8,324
Net Assets
$184,463
Notable Sources of Revenue Percent of Total Revenue
Contributions $351,500
37.2%
Program Services $593,181
62.8%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $40,000
4.3%
Professional Fundraising Fees $0
Other Salaries and Wages $159,844
17.1%
Assets/Debt
Total Assets $202,787
Total Liabilities $18,324
Net Assets $184,463

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$929,217
Expenses
$955,203
Net Income
-$25,986
Net Assets
$176,139
Notable Sources of Revenue Percent of Total Revenue
Contributions $340,500
36.6%
Program Services $588,717
63.4%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $64,500
6.8%
Professional Fundraising Fees $0
Other Salaries and Wages $194,930
20.4%
Assets/Debt
Total Assets $177,297
Total Liabilities $1,158
Net Assets $176,139

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$879,711
Expenses
$809,067
Net Income
$70,644
Net Assets
$202,125
Notable Sources of Revenue Percent of Total Revenue
Contributions $310,100
35.3%
Program Services $569,611
64.7%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $46,000
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $118,458
14.6%
Assets/Debt
Total Assets $204,766
Total Liabilities $2,641
Net Assets $202,125

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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