Civic Intelligence

Valley Orthopedic Clinic

EIN 95-6137468 • 501(c)3 • Calexico, CA

Profile

The valley orthopedic clinic provides orthopedic, eye care services, and plastic surgery to indigent minor children, primarily from mexico. Volunteer surgeons and specialist from san diego and los angeles areas, who donate both time and travel perform examinations and some medical assistance for patients in clinic provided facilities.prosthetic devices, braces and orthopedic shoesare provided to patients at no charge. Where surgery or additional treatment that cannot be provided in the area is required, transportation is provide by the clinic.

723 Beach AveCalexico, CA 92231

n/A

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 2022

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

1st percentile

-1389%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

4th percentile

-64%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$0

Down $856,765 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$0

Down $856,765 (-100%) from 2021

Revenue

Down

$53,288

Down $95,893 (-64%) from 2021

Expenses

Up

$793,552

Up $677,477 (+584%) from 2021

Net Income

Down

-$740,264

Down $773,370 (-2336%) from 2021

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $57,522Liabilities 2011: $02011Assets 2012: $67,365Liabilities 2012: $02012Assets 2013: $411,862Liabilities 2013: $932Net Assets 2013: $410,9302013Assets 2014: $567,383Liabilities 2014: $727Net Assets 2014: $566,6562014Assets 2015: $559,875Liabilities 2015: $0Net Assets 2015: $559,8752015Assets 2016: $642,512Liabilities 2016: $0Net Assets 2016: $642,5122016Assets 2017: $555,764Liabilities 2017: $0Net Assets 2017: $555,7642017Assets 2018: $506,635Liabilities 2018: $3,597Net Assets 2018: $503,0382018Assets 2019: $693,146Liabilities 2019: $1,162Net Assets 2019: $691,9842019Assets 2020: $765,194Liabilities 2020: $1,506Net Assets 2020: $763,6882020Assets 2021: $856,765Liabilities 2021: $0Net Assets 2021: $856,7652021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $131,361Expenses 2011: $137,976Net Income 2011: -$6,6152011Revenue 2012: $153,070Expenses 2012: $143,227Net Income 2012: $9,8432012Revenue 2013: $489,440Expenses 2013: $140,398Net Income 2013: $349,0422013Revenue 2014: $182,030Expenses 2014: $137,295Net Income 2014: $44,7352014Revenue 2015: $128,171Expenses 2015: $134,524Net Income 2015: -$6,3532015Revenue 2016: $154,996Expenses 2016: $137,275Net Income 2016: $17,7212016Revenue 2017: $441,639Expenses 2017: $132,557Net Income 2017: $309,0822017Revenue 2018: $179,787Expenses 2018: $134,013Net Income 2018: $45,7742018Revenue 2019: $209,513Expenses 2019: $110,511Net Income 2019: $99,0022019Revenue 2020: $162,687Expenses 2020: $116,737Net Income 2020: $45,9502020Revenue 2021: $149,181Expenses 2021: $116,075Net Income 2021: $33,1062021Revenue 2022: $53,288Expenses 2022: $793,552Net Income 2022: -$740,2642022

Highlighted filing

2022

Revenue$53,288
Expenses$793,552
Net Income-$740,264

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$673,173
Mission and Program Overview

Mission

The valley orthopedic clinic provides orthopedic, eye care services, and plastic surgery to indigent minor children, primarily from mexico. Volunteer surgeons and specialist from san diego and los angeles areas, who donate both time and travel perform examinations and some medical assistance for patients in clinic provided facilities.prosthetic devices, braces and orthopedic shoesare provided to patients at no charge. Where surgery or additional treatment that cannot be provided in the area is required, transportation is provide by the clinic.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$694,734$0▼ $694,734
Cash and Non-Interest-Bearing Accounts$137,596$0▼ $137,596
Land, Buildings, and Equipment, Net$24,434$0▼ $24,434
Savings and Temporary Cash Investments-$0-
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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$856,765$0▼ $856,765
Other Assets Total$1$0▼ $1
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$856,765--
Total Net Assets Fund Balance$856,765$0▼ $856,765
Total Liabilities and Net Assets / Fund Balance$856,765$0▼ $856,765

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$1$1
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gerardo C GuzmanPresident
Ellen VillanuevaDirector
Ramona NavarroDirector
Jim NicholsAttorney
Ana Maria De AndaSecretary
Martha GuruleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,647
Program Service Revenue
$0
Investment Income
$49,641
Other Revenue
$0
Change in Net Assets
$-740,264
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$738,082
Salaries, Compensation, and Employee Benefits$38,792
Other Expenses$16,678
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$738,082--$738,082
Other Salaries and Wages$29,084$5,132-$34,216
Payroll Taxes$3,890$686-$4,576
Depreciation Depletion$3,080$543-$3,623
All Other Expenses$1,534$271-$1,805
Insurance$1,312$231-$1,543
Other Expenses$1,091$192-$1,283
Office Expenses$637$112-$749
Total Functional Expenses$785,234$8,318$0$793,552
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
O I C FoundationLos Angeles, CA--$738,082
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
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
Backup withholding compliance
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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Valley Orthopaedic Clinic
EIN
95-6137468
Phone
7609709008
Address
723 Beach Ave, Calexico, CA 92231

Signing Officer

Name
Gerardo C Guzman
Title
President
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
George J Woo
Address
1085 W State Street, El Centro, CA 92243
Preparer
George J Woo
Phone
7603375555
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Net Decrease in fair value of Investments = -$116501

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03647
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0148193
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0158478
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0221492
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0163422
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0695232
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0695232
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0148193
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0158478
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0221492
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0163422
IRS990ScheduleA/Total509Grp/TotalAmt0695232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03647
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0148193
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0158478
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0221492
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0163422
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0695232
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0738082
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0O I C Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0951644029
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0403 W Adams
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Los Angeles
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd090007
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Assests distributed
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-12-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0951644029
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0738082
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0403 W Adams Blvd
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Los Angeles
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd090007
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Net Decrease in fair value of Investments = -$116501
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt0856765
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt0856765
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03647
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08318
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0785234
IRS990/TotalFunctionalExpensesGrp/TotalAmt0793552
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0856765
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalProgramServiceExpensesAmt0785234
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049641
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt053288
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0856765
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0723 Beach Ave
IRS990/USAddress/CityNm0Calexico
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0922312732
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gerardo C Guzman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY ORTHOPAEDIC CLINIC
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0956137468

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