Civic Intelligence

Orthopaedic Education and Research

990 • Fiscal year 2021 • EIN 75-3078627

Jun 01, 2020 to May 31, 2021 • Filed on Jun 21, 2022

Organization ProfileN/A

View Organization Page

280 S Main St No 200Orange, CA 92868

(714) 634-4567

Siviq Scores

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

Liabilities / Assets

88th percentile

0.63x

Higher debt load relative to assets than 88% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

31st percentile

2.5%

Higher net margin than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

23%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

79th percentile

59%

Faster revenue growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$240,927

Up $45,750 (+23%) from 2020

Net Assets

Up

$89,275

Up $37,967 (+74%) from 2020

Liabilities

Up

$151,652

Up $7,783 (+5.4%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin31st percentile

Revenue

Up

$1,492,812

Up $553,516 (+59%) from 2020

Expenses

Up

$1,454,845

Up $57,358 (+4.1%) from 2020

Net Income

Up

$37,967

Up $496,158 (+108%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0Assets 2011: $1,054Liabilities 2011: $7,2452011Assets 2012: $354Liabilities 2012: $9,7652012Assets 2013: $360,006Liabilities 2013: $8,330Net Assets 2013: $351,6762013Assets 2014: $45,667Liabilities 2014: $11,279Net Assets 2014: $34,3882014Assets 2015: $121,252Liabilities 2015: $9,600Net Assets 2015: $111,6522015Assets 2016: $197,716Liabilities 2016: $10,819Net Assets 2016: $186,8972016Assets 2017: $143,096Liabilities 2017: $1,180Net Assets 2017: $141,9162017Assets 2018: $392,981Liabilities 2018: $1,607Net Assets 2018: $391,3742018Assets 2019: $509,695Liabilities 2019: $196Net Assets 2019: $509,4992019Assets 2020: $195,177Liabilities 2020: $143,869Net Assets 2020: $51,3082020Assets 2021: $240,927Liabilities 2021: $151,652Net Assets 2021: $89,2752021Assets 2022: $340,397Liabilities 2022: $8,428Net Assets 2022: $331,9692022Assets 2023: $404,886Liabilities 2023: $10,785Net Assets 2023: $394,1012023Assets 2024: $962,154Liabilities 2024: $3,645Net Assets 2024: $958,5092024

Highlighted filing

2021

Assets$240,927
Liabilities$151,652
Net Assets$89,275
Open 2021 Filing

Operations Trend

Revenue Growth79th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,000Expenses 2011: $6,716Net Income 2011: -$3,7162011Revenue 2012: $57Expenses 2012: $3,277Net Income 2012: -$3,2202012Revenue 2013: $500,000Expenses 2013: $138,913Net Income 2013: $361,0872013Revenue 2014: $6,250Expenses 2014: $323,538Net Income 2014: -$317,2882014Revenue 2015: $448,738Expenses 2015: $371,474Net Income 2015: $77,2642015Revenue 2016: $454,732Expenses 2016: $379,487Net Income 2016: $75,2452016Revenue 2017: $671,474Expenses 2017: $716,455Net Income 2017: -$44,9812017Revenue 2018: $1,247,429Expenses 2018: $997,971Net Income 2018: $249,4582018Revenue 2019: $1,305,877Expenses 2019: $1,187,752Net Income 2019: $118,1252019Revenue 2020: $939,296Expenses 2020: $1,397,487Net Income 2020: -$458,1912020Revenue 2021: $1,492,812Expenses 2021: $1,454,845Net Income 2021: $37,9672021Revenue 2022: $1,887,033Expenses 2022: $1,644,339Net Income 2022: $242,6942022Revenue 2023: $1,708,444Expenses 2023: $1,646,312Net Income 2023: $62,1322023Revenue 2024: $2,535,758Expenses 2024: $1,971,350Net Income 2024: $564,4082024

Highlighted filing

2021

Revenue$1,492,812
Expenses$1,454,845
Net Income$37,967
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Jun 21, 2022
Return Version
2020v4.2
Gross Receipts
$1,492,812
Mission and Program Overview

Mission

Orthopaedic research and educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195,177$240,927▲ $45,750
Rtn Earn Endowment Incm Other Fnds$51,308$89,275▲ $37,967
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$195,177$240,927▲ $45,750
Liabilities
Other Liabilities$139,437$139,437→ $0
Accounts Payable and Accrued Expenses$4,432$12,215▲ $7,783
Total Liabilities$143,869$151,652▲ $7,783
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,308$89,275▲ $37,967
Total Liabilities and Net Assets / Fund Balance$195,177$240,927▲ $45,750

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$103,321$103,321
Other Land Buildings$0$9,152$9,152
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
David GazzanigaDirector
James CaillouetteDirector
Jay PatelDirector
Jeremy SmithDirector
Jon WhiteDirector
Jonathan KaplanDirector
Klane HalesDirector
Mark HofferDirector
Michael PatzakisDirector
Nader NassifDirector
Robert GrumetDirector
Robert S Gorab MdDirector
Russell PetrieDirector
Steven Barnett MdDirector
Ted DobsonDirector
Vance Gardner MdDirector
Carlos Prietto Ii MdExecutive Director
Revenue and Support

Revenue Composition

Contributions and Grants
$1,492,812
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,492,812
Change in Net Assets
$37,967
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$838,850
Other Expenses$615,995
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$773,704-$773,704
Fees for Services Other$388,280$49,437-$437,717
Insurance-$109,848-$109,848
Payroll Taxes-$65,146-$65,146
Office Expenses-$12,543-$12,543
Conferences and Meetings-$12,092-$12,092
Occupancy-$9,240-$9,240
Advertising$6,395--$6,395
All Other Expenses-$2,667-$2,667
Information Technology-$2,160-$2,160
Other Expenses$1,682$1,509-$1,509
Total Functional Expenses$396,357$1,058,488$0$1,454,845
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$139,437
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Each officer and director has access to a copy of the tax return before filing. Also the form 990 is reviewed during the board meeting.”

Form 990, Part VI, Section C, Line 18

“Form 990 is made available for public inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Orthopaedic Education and Research
EIN
75-3078627
Phone
7146344567
Address
280 S MAIN ST NO 200, ORANGE, CA 92868

Signing Officer

Name
Carlos Prietto Ii Md
Title
Executive Director
Phone
7146344567
Signed
2022-06-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carlos Prietto Ii Md
Formed
2002
Legal Domicile
CA
Voting Board Members
17
Independent Board Members
15
Employees
18
Volunteers
0

Preparer

Firm
Pickett Chen and Company
Address
9831 IRVINE CENTER DRIVE SUITE 200, IRVINE, CA 92618
Preparer
Kwong Howard Chen
Phone
9497271885
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Subcontractors: program service expenses 320,572. Management and general expenses 0. Fundraising expenses 0. Total expenses 320,572. Research service cost: program service expenses 67,708. Management and general expenses 0. Fundraising expenses 0. Total expenses 67,708. Legal & professional fees: program service expenses 0. Management and general expenses 49,437. Fundraising expenses 0. Total expenses 49,437.”

Raw XML AppendixShowing 400 of 434 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04432
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012215
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0ORTHOPAEDIC RESEARCH AND EDUCATIONAL ACTIVITIES.
IRS990/AdvertisingGrp/ProgramServicesAmt06395
IRS990/AdvertisingGrp/TotalAmt06395
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherContributionsAmt01492812
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02667
IRS990/AllOtherExpensesGrp/TotalAmt02667
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CARLOS PRIETTO II MD
IRS990/BooksInCareOfDetail/PhoneNum07146344567
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0280 S MAIN ST SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORANGE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092868
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0195177
IRS990/CashNonInterestBearingGrp/EOYAmt0240927
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt012092
IRS990/ConferencesMeetingsGrp/TotalAmt012092
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01492812
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0615995
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt037967
IRS990/CYSalariesCompEmpBnftPaidAmt0838850
IRS990/CYTotalExpensesAmt01454845
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01492812
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc01. SUPPORTS THE ORTHOPAEDIC RESEARCH, EDUCATIONAL OPERATIONS AND COMMUNITY OUTREACH ACTIVITIES WITH 3 CLINICAL RESEARCH COORDINATORS,1 CLINICAL RESEARCH MANAGER,1 CLINICAL DATA COORDINATOR, 1 EDUCATION COORDINATOR, 1 PROGRAMS MANAGER, ADMINISTRATOR AND MEDICAL DIRECTOR. ALSO SUPPORTS 2 SPORTS MEDICINE FELLOW AND 2 ARTHROPLASTY FELLOW SALARIES.2. ENROLLMENT AND FOLLOW-UP VISITS FOR 30 RESEARCH STUDIES THAT ARE EITHER SPONSORED OR INVESTIGATOR INITIATED. 3. MANUSCRIPT AND ABSTRACT WRITING FOR PUBLICATION AND PRESENTATION AT NATIONAL CONFERENCES AND IN PEER REVIEWED JOURNALS. 4. MANAGEMENT OF DEPUY ACTIS STUDY DATA COLLECTION.SUPPORT FOR CLINICAL RESEARCH COORDINATOR FOR TIME SPENT ENROLLING RESEARCH SUBJECTS AND ENTERING DATA.5. SUPPORT FOR THE MANAGEMENT OF THE JOINT ARTHROPLASTY FELLOWSHIP TRAINING PROGRAM.6. SUPPORT FOR THE SPORTS MEDICINE FELLOWSHIP TRAINING PROGRAM.7. STUDY START-UP, ENROLLMENT AND FOLLOW-UP VISITS FOR MYMOBILITY RESEACH PROJECT. SUPPORT FOR CLINICAL RESEARCH COORDINATORS FOR TIME SPENT ENROLLING RESEARCH SUBJECTS.8. STUDY START-UP AND DATA COLLECTION FOR UV HAMMER. 9. STUDY START-UP AND RESEARCH PROTOCOL DEVELOPMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt018
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0396357
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt049437
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0388280
IRS990/FeesForServicesOtherGrp/TotalAmt0437717
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0VANCE GARDNER MD
IRS990/Form990PartVIISectionAGrp/PersonNm1JON WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT S GORAB MD
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLOS PRIETTO II MD
IRS990/Form990PartVIISectionAGrp/PersonNm4JEREMY SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVEN BARNETT MD
IRS990/Form990PartVIISectionAGrp/PersonNm6KLANE HALES
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT GRUMET
IRS990/Form990PartVIISectionAGrp/PersonNm8TED DOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL PATZAKIS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK HOFFER
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID GAZZANIGA
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES CAILLOUETTE
IRS990/Form990PartVIISectionAGrp/PersonNm13RUSSELL PETRIE
IRS990/Form990PartVIISectionAGrp/PersonNm14JAY PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm15NADER NASSIF
IRS990/Form990PartVIISectionAGrp/PersonNm16JONATHAN KAPLAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01492812
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02160
IRS990/InformationTechnologyGrp/TotalAmt02160
IRS990/InsuranceGrp/ManagementAndGeneralAmt0109848
IRS990/InsuranceGrp/TotalAmt0109848
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0112473
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0112473
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ORTHOPAEDIC RESEARCH AND EDUCATIONAL ACTIVITIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt051308
IRS990/NetAssetsOrFundBalancesEOYAmt089275
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09240
IRS990/OccupancyGrp/TotalAmt09240
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012543
IRS990/OfficeExpensesGrp/TotalAmt012543
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1GENERAL & ADMIN EXPENSE
IRS990/OtherExpensesGrp/Desc2HEALTH POLICY & MANAGEM
IRS990/OtherExpensesGrp/Desc3STATIONERY & PRINTING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014878
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15264
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21509
IRS990/OtherExpensesGrp/ProgramServicesAmt01682
IRS990/OtherExpensesGrp/TotalAmt014878
IRS990/OtherExpensesGrp/TotalAmt15264
IRS990/OtherExpensesGrp/TotalAmt21682
IRS990/OtherExpensesGrp/TotalAmt31509
IRS990/OtherLiabilitiesGrp/BOYAmt0139437
IRS990/OtherLiabilitiesGrp/EOYAmt0139437
IRS990/OtherOrganizationDsc0EXEMPT ORGANIZATION
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0773704
IRS990/OtherSalariesAndWagesGrp/TotalAmt0773704
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt065146
IRS990/PayrollTaxesGrp/TotalAmt065146
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CARLOS PRIETTO II MD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0939296
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0696247
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-458191
IRS990/PYSalariesCompEmpBnftPaidAmt0701240
IRS990/PYTotalExpensesAmt01397487
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0939296
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt037967
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt051308
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt089275
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01492812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0939296
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01305877
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01247429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0671474
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt05656888
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt05656888
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01492812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0939296
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01305877
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01247429
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0671474
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05656888
IRS990ScheduleA/TotalSupportAmt05656888
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0103321
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0103321
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt09152
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09152
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0139437
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0139437
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH OFFICER AND DIRECTOR HAS ACCESS TO A COPY OF THE TAX RETURN BEFORE FILING. ALSO THE FORM 990 IS REVIEWED DURING THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 320,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,572. RESEARCH SERVICE COST: PROGRAM SERVICE EXPENSES 67,708. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 67,708. LEGAL & PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 49,437. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,437.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0195177
IRS990/TotalAssetsEOYAmt0240927
IRS990/TotalAssetsGrp/BOYAmt0195177
IRS990/TotalAssetsGrp/EOYAmt0240927
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01492812
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01058488
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0396357
IRS990/TotalFunctionalExpensesGrp/TotalAmt01454845
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0143869
IRS990/TotalLiabilitiesEOYAmt0151652
IRS990/TotalLiabilitiesGrp/BOYAmt0143869
IRS990/TotalLiabilitiesGrp/EOYAmt0151652
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051308
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt089275
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0396357
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01492812
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0195177
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0240927
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0280 S MAIN STREET SUITE 200
IRS990/USAddress/CityNm0ORANGE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092868
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,927
Liabilities
$151,652
Net assets
$89,275
Revenue
$1,492,812
Expenses
$1,454,845
Net income
$37,967
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$2.54$1.97$0.56
2023Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$1.71$1.65$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.34$0.01$0.33$1.89$1.64$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.24$0.15$0.09$1.49$1.45$0.04
2020Summary only. Only limited summary data is available for this year.$0.20$0.14$0.05$0.94$1.40$0.46
2019Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$1.31$1.19$0.12
2018Summary only. Only limited summary data is available for this year.$0.39$0.00$0.39$1.25$1.00$0.25
2017Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$0.67$0.72$0.04
2016Summary only. Only limited summary data is available for this year.$0.20$0.01$0.19$0.45$0.38$0.08
2015Summary only. Only limited summary data is available for this year.$0.12$0.01$0.11$0.45$0.37$0.08
2014Summary only. Only limited summary data is available for this year.$0.05$0.01$0.03$0.01$0.32$0.32
2013Summary only. Only limited summary data is available for this year.$0.36$0.01$0.35$0.50$0.14$0.36
2012Summary only. Only limited summary data is available for this year.$0.00$0.01$0.00$0.00$0.00
2011Summary only. Only limited summary data is available for this year.$0.00$0.01$0.00$0.01$0.00