Civic Intelligence

Harbor Orthopaedic Researh and Education Fund

EIN 93-2626332 • Torrance, CA

NTEE G03
Torrance, CA
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

62nd percentile

21%

Higher net margin than 62% of similar nonprofits.

NTEE G • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$0

Higher top officer pay than 87% of similar nonprofits.

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

NTEE G • <$500k nonprofits • Source year 2024

Asset Growth

62nd percentile

8.0%

Faster asset growth than 62% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

372%

Faster revenue growth than 97% of similar nonprofits.

NTEE G • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$229,259

Up $17,011 (+8.0%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$229,259

Up $17,011 (+8.0%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin62nd percentile

Revenue

Up

$82,658

Up $65,158 (+372%) from 2023

Expenses

Up

$65,647

Up $52,154 (+387%) from 2023

Net Income

Up

$17,011

Up $13,004 (+325%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2023: $212,248Net Assets 2023: $212,2482023Assets 2024: $229,259Net Assets 2024: $229,2592024

Highlighted filing

2024

Assets$229,259
Liabilities-
Net Assets$229,259
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0Revenue 2023: $17,500Expenses 2023: $13,493Net Income 2023: $4,0072023Revenue 2024: $82,658Expenses 2024: $65,647Net Income 2024: $17,0112024

Highlighted filing

2024

Revenue$82,658
Expenses$65,647
Net Income$17,011
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$229,259
Liabilities
-
Net assets
$229,259
Revenue
$82,658
Expenses
$65,647
Net income
$17,011
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$2.29$0.83$0.66$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$2.12$0.18$0.13$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Jun 30, 2024
Signed
Mar 11, 2025
Return Version
2024v5.0
Gross Receipts
$82,658
Mission and Program Overview

Mission

To provide orthopaedic research and education support at the Harbor-UCLA Medical Center. This includes suporting the Annual Orthopaedic Scientific Program held over two-day program at the end of the academic year. Also sponsoring a visiting professorship annually and provides financial support for Orthopaedic resident research. The Organization also supports resident travel for the purpose of presenting research work at regional, national and international meetings.

Program Services

DescriptionGrantsExpenses
To provide orthopaedic research and education support at the Harbor-UCLA Medical Center. This includes supporting the Annual Orthopaedic Scientific Program held over two-day program at the end of the academic year. Also sponsoring a visiting professorship annually and provides financial support for Orthopaedic resident research. The Organization also supports resident travel for the purpose of presenting research work at regional, national and international meetings.-$65,647
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kevin Rolfe MDPresidentPT$0--
Ronald Smith MDTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Harbor Orthopaedic Research & Edu Fund
EIN
93-2626332
Phone
4243067870
Address
1000 Carson Street 422, Torrance, CA 90509

Signing Officer

Name
Kevin Rolfe MD
Title
President
Signed
2025-03-11
Discuss with paid preparer
Yes

Preparer

Firm
Vincent Bozanic CPA an Accty Corp
Address
3838 W CARSON ST STE 306, TORRANCE, CA 90503
Preparer
Anthony Bozanic CPA
Phone
5623415052
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Annual Meeting - Rent/Food $32072”

Other Expenses.2

“Annual Meeting Event $12176”

Other Expenses.3

“Education - Resident/Fellow $10011”

Other Expenses.4

“Annual Meeting - Speaker $8118”

Other Expenses.5

“Research Project-Res./Fellow $2745”

Other Expenses.6

“Support - Resident/Fellow $500”

Other Expenses.7

“Fees and Taxes $25”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $32072 Prepaid Expenses and Deferred Charges - Ending $0”

Raw XML Appendix140 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.

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