Civic Intelligence

Otfs Research & Education Foundation

990PF • Fiscal year 2013 • EIN 32-0170498

Aug 01, 2012 to Jul 31, 2013 • Filed on Jan 27, 2014

Organization Profile
3750 Convoy Street92111
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

82nd percentile

$10,000

Higher top officer pay than 82% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

51st percentile

1.2%

Faster asset growth than 51% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$109,865

Up $1,296 (+1.2%) from 2012

Net Assets

Up

$109,865

Up $1,296 (+1.2%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$247,518

Up $72,692 (+42%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $64,104Liabilities 2011: $0Net Assets 2011: $64,1042011Assets 2012: $108,569Liabilities 2012: $0Net Assets 2012: $108,5692012Assets 2013: $109,865Liabilities 2013: $0Net Assets 2013: $109,8652013Assets 2014: $161,077Liabilities 2014: $0Net Assets 2014: $161,0772014Assets 2015: $287,319Liabilities 2015: $0Net Assets 2015: $287,3192015Assets 2016: $220,887Liabilities 2016: $0Net Assets 2016: $220,8872016Assets 2017: $279,823Liabilities 2017: $0Net Assets 2017: $279,8232017

Highlighted filing

2013

Assets$109,865
Liabilities$0
Net Assets$109,865
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $72,8212011Expenses 2012: $174,8262012Expenses 2013: $247,5182013Revenue 2014: $247,557Expenses 2014: $196,345Net Income 2014: $51,2122014Revenue 2015: $301,455Expenses 2015: $181,213Net Income 2015: $120,2422015Revenue 2016: $121,092Expenses 2016: $187,524Net Income 2016: -$66,4322016Revenue 2017: $194,649Expenses 2017: $135,713Net Income 2017: $58,9362017

Highlighted filing

2013

Revenue-
Expenses$247,518
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2012 to Jul 31, 2013
Signed
Jan 27, 2014
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey M Smith MDPresidentPT$10,000-$10,000
Anthony Sanzone MDTreasurer-$5,000-$5,000
Kate Deely SmithSecretary-$5,000-$5,000
Filing and Contact Details

Filer

EIN
32-0170498
Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFees/AdjustedNetIncome02315
AccountingFeesSchedule/AccountingFees/Amount02315
AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AddressChange0X
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount037
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/Description0MEDICAL SERVICE FEES
IRS990PF/AnalysisIncomeProducingActy/ProgramServiceRevenuePartVII/RelatedOrExemptFunctionIncome087147
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount037
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome087147
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA087184
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncm02315
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss02315
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncm020000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss020000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss0161630
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses01296
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm037
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss037
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncm0300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnss0300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome036
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps05400
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnss05400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm064532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps0150055
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0214587
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm087147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss087147
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblPrps0132
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnss0132
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps010
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss011
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome087147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm087147
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0160370
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0247518
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome037
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0248814
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm087147
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps0160370
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm01
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0247518
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblPrps04773
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnss04773
IRS990PF/BalanceSheets/CashBOY042687
IRS990PF/BalanceSheets/CashEOY070688
IRS990PF/BalanceSheets/CashEOYFMV070688
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherAssetsBOY05099
IRS990PF/BalanceSheets/RetainedEarningsBOY0108569
IRS990PF/BalanceSheets/RetainedEarningsEOY0109865
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY060783
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY039177
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV039177
IRS990PF/BalanceSheets/TotalAssetsBOY0108569
IRS990PF/BalanceSheets/TotalAssetsEOY0109865
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0109865
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY0108569
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY0109865
IRS990PF/BalanceSheets/TotalNetAssetsBOY0108569
IRS990PF/BalanceSheets/TotalNetAssetsEOY0109865
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses01296
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0109865
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0108569
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0109865
IRS990PF/DistributableAmount/Sect4942j3j5FndtnAndFrgnOrg0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome01
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue01
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0109865
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances00
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable00
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn00
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition01.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition11.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition25.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation05000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation15000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation210000
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Anthony Sanzone MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Kate Deely Smith
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Jeffrey M Smith MD
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Treasurer
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine103750 Convoy Street Suite 201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine113750 Convoy Street Suite 201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine123750 Convoy Street Suite 201
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0San Diego
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1San Diego
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2San Diego
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode092111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode192111
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode292111
IRS990PF/PrivateOperatingFoundations/DateOfRuling02008-06-02
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear00
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total00
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/CurrentYear0160370
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Total0275389
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year1079696
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year2017970
IRS990PF/PrivateOperatingFoundations/QlfyDistriMadeDirectly/Year3017353
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/CurrentYear0160370
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Total0275389
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year1079696
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year2017970
IRS990PF/PrivateOperatingFoundations/QualifyingDistributions/Year3017353
IRS990PF/PrivateOperatingFoundations/Section4942j30X
IRS990PF/PrivateOperatingFoundations/TotalAssets/CurrentYear0109865
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/CurrentYear0109865
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Total0352710
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year10108569
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year2064104
IRS990PF/PrivateOperatingFoundations/TotalAssetsSect4942j3Bi/Year3070172
IRS990PF/PrivateOperatingFoundations/TotalAssets/Total0352710
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year10108569
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year2064104
IRS990PF/PrivateOperatingFoundations/TotalAssets/Year3070172
IRS990PF/PrivateOperatingFoundations/TwoThirdsMinInvstReturn/Total00
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0160370
IRS990PF/QualifyingDistributions/ExpensesAndContributions0160370
IRS990PF/QualifyingDistributions/QualifyingDistributions0160370
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber01A
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0MEDICAL SERVICE FEES ARE GENERATED BY THE FELLOWS PERFORMING MEDICAL SERVICES FOR PATIENTS UNDER THE SUPERVISION OF PHYSICIANS. THIS PATIENT CONTACT IS CRUCIAL FOR THE FELLOWS TO DEVELOP EXPERTISE IN THE MANAGEMENT OF TRAUMA PATIENTS.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Jeffrey M Smith MD
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08582788031
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103750 Convoy Street Suite 201
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0San Diego
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode092111
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/ExcessBusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/MaintExpendResponsibility0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProceedsOrNetIncome0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SummaryOfDirectCharitableActy/Description10PROVIDE REQUIRED SUPERVISION FOR MEDICAL FELLOWS TREATING TRAUMA PATIENTS, FOR THE FELLOWS TO DEVELOP EXPERTISE IN TRAUMA MANAGEMENT.
IRS990PF/SummaryOfDirectCharitableActy/Description20CONDUCT EDUCATION CONFERENCES TO INCREASE AWARENESS OF INNOVATIVE TECHNIQUES IN TRAUMA TREATMENT.
IRS990PF/SummaryOfDirectCharitableActy/Expenses10171540
IRS990PF/SummaryOfDirectCharitableActy/Expenses2075977
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990ScheduleB/ContributorInfo/AggregateContributions050000
IRS990ScheduleB/ContributorInfo/AggregateContributions143680
IRS990ScheduleB/ContributorInfo/AggregateContributions29000
IRS990ScheduleB/ContributorInfo/AggregateContributions350000
IRS990ScheduleB/ContributorInfo/AggregateContributions45600
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine106300 NORTH RIVER ROAD STE 727
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine1113020 N TELECOM PARKWAY
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine121800 WEST CENTER STREET
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine131700 RUSSELL RD
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine14325 CORPORATE DRIVE
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0ROSEMONT
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1TAMPA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2WARSAW
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City3PAOLI
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City4MAHWAH
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0IL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1FL
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2IN
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State3PA
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State4NJ
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0600184226
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode133637
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode2465810708
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode319301
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode407430
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10AO NORTH AMERICA INC
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0CENTER FOR ORTHO TRAUMA ADVANCEMENT
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1FOUND FOR ORTHO RESEARCH AND EDU
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2ZIMMER INC
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3STRYKER ORTHOPAEDICS
IRS990ScheduleB/ContributorInfo/ContributorNumber05
IRS990ScheduleB/ContributorInfo/ContributorNumber14
IRS990ScheduleB/ContributorInfo/ContributorNumber23
IRS990ScheduleB/ContributorInfo/ContributorNumber32
IRS990ScheduleB/ContributorInfo/ContributorNumber41
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType2X
IRS990ScheduleB/ContributorInfo/PersonContributionType3X
IRS990ScheduleB/ContributorInfo/PersonContributionType4X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LegalFeesSchedule/LegalFees/AdjustedNetIncome0300
LegalFeesSchedule/LegalFees/Amount0300
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome064532
OtherExpensesSchedule/OtherExpenses/Description0UNIFORMS
OtherExpensesSchedule/OtherExpenses/Description1TELEPHONE
OtherExpensesSchedule/OtherExpenses/Description2SUPPLIES
OtherExpensesSchedule/OtherExpenses/Description3RESEARCH CONSULTANT
OtherExpensesSchedule/OtherExpenses/Description4PARKING
OtherExpensesSchedule/OtherExpenses/Description5MEETING EXPENSES
OtherExpensesSchedule/OtherExpenses/Description6INSURANCE, MALPRACTICE
OtherExpensesSchedule/OtherExpenses/Description7INSURANCE, E&O
OtherExpensesSchedule/OtherExpenses/Description8GENERAL OFFICE EXPENSES
OtherExpensesSchedule/OtherExpenses/Description9FELLOWS PMTS, RELATED TAXES & BENEFITS
OtherExpensesSchedule/OtherExpenses/Description10EDUCATION
OtherExpensesSchedule/OtherExpenses/Description11DUES AND LICENSES
OtherExpensesSchedule/OtherExpenses/Description12CME COURSE EXPENSES
OtherExpensesSchedule/OtherExpenses/Description13BOOKS AND MATERIALS
OtherExpensesSchedule/OtherExpenses/Description14BOOKKEEPING
OtherExpensesSchedule/OtherExpenses/Description15BILLING
OtherExpensesSchedule/OtherExpenses/Description16BANK CHARGES
OtherExpensesSchedule/OtherExpenses/Description17APPLICATION FEES
OtherExpensesSchedule/OtherExpenses/Description18ADMINISTRATION SUPPORT
OtherExpensesSchedule/OtherExpenses/Description19ACCREDITATION FEE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0197
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1326
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps2151
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps31562
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps4798
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps54908
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps618344
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps71256
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps81754
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps915053
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10225
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps112235
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1275977
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps13161
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps141747
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps154538
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps165
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps171950
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps1816868
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps192000
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0197
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1326
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2151
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks31562
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks4798
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks54908
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks618344
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks71256
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks81754
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks979585
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks10225
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks112235
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1275977
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks13161
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks141747
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks154538
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks165
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks171950
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1816868
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks192000
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome087147
OtherIncomeSchedule2/OtherIncome/Description0MEDICAL SERVICE FEES
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks087147
TaxesSchedule/Taxes/Amount010
TaxesSchedule/Taxes/Amount11
TaxesSchedule/Taxes/Category0STATE FILING FEE
TaxesSchedule/Taxes/Category1FEDERAL TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps010
TaxesSchedule/Taxes/NetInvestmentIncome01
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0320170498
ReturnHeader/Filer/Name/BusinessNameLine10OTFS Research & Education Foundation
ReturnHeader/Filer/NameControl0OTFS
ReturnHeader/Filer/Phone08582788031
ReturnHeader/Filer/USAddress/AddressLine103750 Convoy Street
ReturnHeader/Filer/USAddress/City0San Diego
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092111
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02014-01-27
ReturnHeader/Officer/Name0JEFFREY SMITH MD
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Max and Pieters APC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10409 Camino del Rio S Suite 305
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0San Diego
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0921083560
ReturnHeader/Preparer/Name0Jeanne A Max
ReturnHeader/Preparer/Phone06192829050
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-08-01
ReturnHeader/TaxPeriodEndDate02013-07-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02014-01-31T09:40:53-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$109,865
Liabilities
$0
Net assets
$109,865
Revenue
-
Expenses
$247,518
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$1.95$1.36$0.59
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$1.21$1.88$0.66
2015Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$3.01$1.81$1.20
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$2.48$1.96$0.51
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$2.48
2012Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$1.75
2011Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.73