Civic Intelligence

Kerlan - Jobe Orthopaedic Foundation

990 • Fiscal year 2014 • EIN 95-4707606

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileN/A
6801 Park TerraceLos Angeles, CA 90045

(310) 665-7200

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

15th percentile

-7.4%

Faster asset growth than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Down

$3,000,000

Down $239,854 (-7.4%) from 2013

Net Assets

Down

$3,000,000

Down $239,934 (-7.4%) from 2013

Liabilities

Up

$0

Up $80 (+100%) from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin8th percentile

Revenue

Down

$643,154

Down $340,926 (-35%) from 2013

Expenses

Down

$883,088

Down $164,678 (-16%) from 2013

Net Income

Down

-$239,934

Down $176,248 (-277%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $682,191Liabilities 2010: $0Net Assets 2010: $682,1912010Assets 2011: $860,894Liabilities 2011: $0Net Assets 2011: $860,8942011Assets 2012: $314,664Liabilities 2012: $12,500Net Assets 2012: $302,1642012Assets 2013: $3,239,854Liabilities 2013: -$80Net Assets 2013: $3,239,9342013Assets 2014: $3,000,000Liabilities 2014: $0Net Assets 2014: $3,000,0002014Assets 2015: $3,000,000Liabilities 2015: $0Net Assets 2015: $3,000,0002015Assets 2016: $3,000,000Liabilities 2016: $0Net Assets 2016: $3,000,0002016Assets 2017: $3,000,000Liabilities 2017: $0Net Assets 2017: $3,000,0002017Assets 2018: $3,000,000Liabilities 2018: $0Net Assets 2018: $3,000,0002018Assets 2019: $3,000,000Liabilities 2019: $0Net Assets 2019: $3,000,0002019Assets 2021: $3,000,000Liabilities 2021: $0Net Assets 2021: $3,000,0002021Assets 2022: $3,007,500Liabilities 2022: $0Net Assets 2022: $3,007,5002022Assets 2023: $3,011,625Liabilities 2023: $0Net Assets 2023: $3,011,6252023Assets 2024: $3,297,842Liabilities 2024: $0Net Assets 2024: $3,297,8422024

Highlighted filing

2014

Assets$3,000,000
Liabilities$0
Net Assets$3,000,000
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $978,1792010Expenses 2011: $985,6292011Expenses 2012: $1,139,8932012Revenue 2013: $984,080Expenses 2013: $1,047,766Net Income 2013: -$63,6862013Revenue 2014: $643,154Expenses 2014: $883,088Net Income 2014: -$239,9342014Revenue 2015: $895,440Expenses 2015: $895,440Net Income 2015: $02015Revenue 2016: $976,978Expenses 2016: $976,978Net Income 2016: $02016Revenue 2017: $1,050,262Expenses 2017: $1,050,262Net Income 2017: $02017Revenue 2018: $696,225Expenses 2018: $696,225Net Income 2018: $02018Revenue 2019: $1,066,001Expenses 2019: $1,066,001Net Income 2019: $02019Revenue 2021: $876,375Expenses 2021: $890,463Net Income 2021: -$14,0882021Revenue 2022: $691,700Expenses 2022: $691,700Net Income 2022: $02022Revenue 2023: $626,367Expenses 2023: $622,242Net Income 2023: $4,1252023Revenue 2024: $479,026Expenses 2024: $192,809Net Income 2024: $286,2172024

Highlighted filing

2014

Revenue$643,154
Expenses$883,088
Net Income-$239,934
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$934,415
Mission and Program Overview

Mission

Education and research related to orthopaedic medicine

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$166,782$0▼ $166,782
Cash and Non-Interest-Bearing Accounts$45,506$0▼ $45,506
Land, Buildings, and Equipment, Net$27,349$0▼ $27,349
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Other Assets Total$3,000,217$3,000,000▼ $217
Total Assets$3,239,854$3,000,000▼ $239,854
Liabilities
Accounts Payable and Accrued Expenses$-80--
Total Liabilities$-80$0▲ $80
Net Assets / Fund Balance
Unrestricted Net Assets$3,239,934$3,000,000▼ $239,934
Total Net Assets Fund Balance$3,239,934$3,000,000▼ $239,934
Total Liabilities and Net Assets / Fund Balance$3,239,854$3,000,000▼ $239,854

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,000,000--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Neal ElAttrache MDChairman
Clarence Shields MDDirector
Ralph Gambardella MDDirector
Karen MohrExecutive Director
Vernon Williams MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$614,320
Program Service Revenue
$0
Investment Income
$90,020
Other Revenue
$-61,186
All Other Contributions
$614,320
Change in Net Assets
$-239,934
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$607,592
Other Expenses$240,321
Grants and Similar Amounts Paid$35,175
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$607,592--$607,592
Occupancy$98,519--$98,519
Travel$59,582--$59,582
Grants to Domestic Orgs$35,175--$35,175
Fees for Services Legal$25,312--$25,312
Fees for Services Accounting-$7,680-$7,680
Other Expenses$1,498--$1,498
Office Expenses$865--$865
Total Functional Expenses$875,408$7,680$0$883,088
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cedars Sinai Medical CenterLos Angeles, CA3Medical research$7,826
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$291,261
Fundraising Gross Income$230,075
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Baseball conference$230,075$230,075$291,261$-61,186
Total Events$230,075$230,075$291,261$-61,186
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“Several members of Board work for Kerlan Jobe Orthopaedic Clinic”

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Kerlan - Jobe Orthopaedic Foundation
EIN
95-4707606
Phone
3106657200
Address
6801 Park Terrace, Los Angeles, CA 90045

Signing Officer

Name
Karen Mohr
Title
Executive Director
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
11
Independent Board Members
8
Employees
0

Preparer

Firm
Wayland & Vukadinovich LLP
Address
1097 Aviation Blvd, Hermosa Beach, CA 90254
Preparer
Gary Wayland
Phone
3103760455
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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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0816869
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0631826
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0784182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0587238
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03434435
IRS990ScheduleA/TotalSupportAmt03960975
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03000000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Employee advances
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Notes Receivable
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03000000
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0291261
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Baseball conference
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0230075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0230075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0230075
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0230075
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-61186
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0291261
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0291261
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt07826
IRS990ScheduleI/RecipientTable/IRCSectionDesc03
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt027349
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0Equipment
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Medical research
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Cedars Sinai Medical Center
IRS990ScheduleI/RecipientTable/RecipientEIN0951644600
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08700 Beverly Blvd
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090048
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Fair market value
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Several members of Board work for Kerlan Jobe Orthopaedic Clinic
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03239854
IRS990/TotalAssetsEOYAmt03000000
IRS990/TotalAssetsGrp/BOYAmt03239854
IRS990/TotalAssetsGrp/EOYAmt03000000
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0614320
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07680
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0875408
IRS990/TotalFunctionalExpensesGrp/TotalAmt0883088
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-80
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0-80
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03239934
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03000000
IRS990/TotalProgramServiceExpensesAmt0875408
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt028834
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0643154
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03239854
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03000000
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ProgramServicesAmt059582
IRS990/TravelGrp/TotalAmt059582
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03239934
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03000000
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Karen Mohr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Kerlan - Jobe Orthopaedic Foundation
ReturnHeader/Filer/BusinessNameControlTxt0KERL
ReturnHeader/Filer/EIN0954707606
ReturnHeader/Filer/PhoneNum03106657200
ReturnHeader/Filer/USAddress/AddressLine1Txt06801 Park Terrace
ReturnHeader/Filer/USAddress/CityNm0Los Angeles
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090045
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wayland & Vukadinovich LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01097 Aviation Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Hermosa Beach
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090254
ReturnHeader/PreparerPersonGrp/PhoneNum03103760455
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary Wayland
ReturnHeader/ReturnTs02015-11-12T16:59:39-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,000,000
Liabilities
$0
Net assets
$3,000,000
Revenue
$643,154
Expenses
$883,088
Net income
-$239,934
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.48$0.19$0.29
2023Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.63$0.62$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.69$0.69$0.00
2021Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.88$0.89$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.07$1.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.70$0.70$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$1.05$1.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.98$0.98$0.00
2015Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.90$0.90$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.64$0.88$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.98$1.05$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.01$0.30$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.00$0.86$0.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.98