OMEGA MEDICAL GRANTS ASSOCIATION: Form 990, tax year 2023
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- Organization
- OMEGA MEDICAL GRANTS ASSOCIATION (EIN 27-0383913)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-10
- IRS object ID
- 202422549349301637
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-10T14:29:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 SPRING ROAD SUITE 200 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270383913 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OMEGA MEDICAL GRANTS ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OMEG | BusinessNameControlTxt |
| Phone | 8473187482 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD 205 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL RUBERY MD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8473187482 | PhoneNum |
| Signature | 2024-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R THOMAS | PreparerPersonNm |
| PTIN | P00095586 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2024-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL RUBERY MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD 205 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,034,487 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OMEGAMEDICALGRANTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | OMEGA AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,531,835 | PYContributionsGrantsAmt |
| CY Contributions Grants | $331,657 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $264,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $68,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,684 | PYInvestmentIncomeAmt |
| CY Investment Income | $32,931 | CYInvestmentIncomeAmt |
| PY Other Revenue | $908 | PYOtherRevenueAmt |
| CY Other Revenue | $400 | CYOtherRevenueAmt |
| PY Total Revenue | $1,817,222 | PYTotalRevenueAmt |
| CY Total Revenue | $433,133 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,592,730 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,260,168 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $416,612 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $488,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $75,852 | PYOtherExpensesAmt |
| CY Other Expenses | $55,502 | CYOtherExpensesAmt |
| PY Total Expenses | $3,085,194 | PYTotalExpensesAmt |
| CY Total Expenses | $1,804,029 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,267,972 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,370,896 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,000,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $968,910 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,472,276 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $766,045 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,527,952 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $202,865 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OMEGA MEDICAL GRANTS ASSOCIATION AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION THROUGH AN OPEN, ACCESSIBLE PROCESS DESIGNED TO SAFEGUARD AGAINST POTENTIAL CONFLICTS OF INTEREST AND TO ENSURE TRANSPARENCY IN THE ALLOCATION OF RESOURCES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,754,717 | ExpenseAmt |
| Grant | $1,260,168 | GrantAmt |
| Revenue | $68,145 | RevenueAmt |
| Desc | FINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIPS AND CME SCHOLARSHIPS. THE PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTALING $331,657 IN 2023. | Desc |
| Total Program Service Expenses | $1,754,717 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN OLDS GLAVIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8473187330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD 205 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JOHN A GLASER MD | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT J BIELSKI MD | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| S ASHFAQ HASAN MD | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN P BLACK MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT D BRONSTEIN MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL T RUBERY MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JESSE E BIBLE MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY J TEMPLETON MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT D PELLEGRINI JR MD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KRISTIN OLDS GLAVIN ESQ | ||||||||
| EXECUTIVE DIRECTOR | 5.00 | Yes (X) | $34,106 | $417,266 | $46,303 | 37.50 | ||
| RHONDA TAIRA | ||||||||
| DEPUTY EXECUTIVE DIRECTOR | 37.50 | $192,650 | $0 | $24,818 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $226,756 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $417,266 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $71,121 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $331,657 | AllOtherContributionsAmt |
| Total Contributions | $331,657 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE & APPLICATION FEES | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $68,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,145 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $68,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,285 | TotalRevenueColumnAmt |
| Exclusion | $59,285 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,575,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,601,354 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$26,354 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$26,354 | TotalRevenueColumnAmt |
| Exclusion | -$26,354 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $400 | TotalRevenueColumnAmt |
| Exclusion | $400 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $400 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $433,133 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $33,331 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260,168 | TotalAmt |
| Program Services | $1,260,168 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,783 | TotalAmt |
| Program Services | $255,783 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,225 | TotalAmt |
| Program Services | $165,373 | ProgramServicesAmt |
| Management And General | $6,852 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,485 | TotalAmt |
| Program Services | $11,995 | ProgramServicesAmt |
| Management And General | $1,490 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,228 | TotalAmt |
| Program Services | $21,410 | ProgramServicesAmt |
| Management And General | $818 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,638 | TotalAmt |
| Program Services | $23,931 | ProgramServicesAmt |
| Management And General | $707 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,719 | TotalAmt |
| Management And General | $29,719 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11 | TotalAmt |
| Management And General | $11 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350 | TotalAmt |
| Management And General | $350 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183 | TotalAmt |
| Management And General | $2,183 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,057 | TotalAmt |
| Program Services | $16,057 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,310 | TotalAmt |
| Management And General | $4,310 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408 | TotalAmt |
| Management And General | $408 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792 | TotalAmt |
| Management And General | $792 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,672 | TotalAmt |
| Management And General | $1,672 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,804,029 | TotalAmt |
| Program Services | $1,754,717 | ProgramServicesAmt |
| Management And General | $49,312 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,176 | BOYAmt |
| EOY | $42,434 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,025 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,897 | BOYAmt |
| EOY | $3,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,048 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,311 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529 | BOYAmt |
| EOY | $737 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,420,601 | BOYAmt |
| EOY | $921,899 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,228 | BOYAmt |
| EOY | $968,910 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,443 | BOYAmt |
| EOY | $154,207 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,833 | BOYAmt |
| EOY | $611,838 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,472,276 | BOYAmt |
| EOY | $766,045 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $598,708 | BOYAmt |
| EOY | $202,865 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $929,244 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,527,952 | BOYAmt |
| EOY | $202,865 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,000,228 | BOYAmt |
| EOY | $968,910 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,370,896 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,809 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,068,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,179,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,935,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,430,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,657 | CurrentTaxYearAmt |
| Total | $16,945,807 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,068,160 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,179,750 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,935,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,430,481 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $331,657 | CurrentTaxYearAmt |
| Total | $16,945,807 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,829,511 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,116,296 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,068 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,550 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,285 | CurrentTaxYearAmt |
| Total | $133,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,078,894 | TotalSupportAmt |
| Public Support CY170 | 0.12390 | PublicSupportCY170Pct |
| Public Support PY170 | 0.11190 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | THIS STATEMENT IS ATTACHED IN ACCORDANCE WITH THE INSTRUCTIONS FOR SCHEDULE A (FORM 990) REGARDING AN ORGANIZATION THAT BELIEVES IT IS PUBLICLY SUPPORTED ACCORDING TO APPLICABLE REGULATIONS. TREAS. REG. SEC. 1.170A-9(F)(3) PROVIDES THAT AN ORGANIZATION MAY BE TREATED AS "PUBLICLY SUPPORTED" UNDER THE FACTS AND CIRCUMSTANCES TEST EVEN IF IT FAILS TO MEET THE 33 1/3 PERCENT MECHANICAL TEST. UNDER THE FACTS AND CIRCUMSTANCES TEST, AN ORGANIZATION WILL BE TREATED AS PUBLICLY SUPPORTED IF IT NORMALLY RECEIVES A SUBSTANTIAL PART OF ITS SUPPORT FROMGOVERNMENTAL UNITS, FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, OR FROM A COMBINATION OF THESE SOURCES, AND MEETS CERTAIN OTHER REQUIREMENTS. THE PERTINENT FACTORS SET FORTH IN THE REGULATIONS ARE DISCUSSED BELOW:I) ATTRACTION OF PUBLIC SUPPORTOMEGA MEDICAL GRANTS ASSOCIATION ("OMEGA") IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS. OMEGA MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC INCLUDING CORPORATE CONTRIBUTORS IN THE AREAS OF MEDICAL TECHNOLOGY, PHARMACEUTICAL AND BIOTECHNOLOGY PRODUCTS.II) PERCENTAGE OF FINANCIAL SUPPORTUNDER THE REGULATIONS, THE HIGHER THE PERCENTAGE OF SUPPORT ABOVE THE 10% REQUIREMENT FROM PUBLIC SOURCES THE LESSER WILL BE THE BURDEN OF ESTABLISHING THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION THROUGH OTHER FACTORS. THE PERCENTAGE OF SUPPORT RECEIVED FROM THE GENERAL PUBLIC FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022 IS 12.24% AND 10.55%, RESPECTIVELY.III) SOURCES OF SUPPORTOMEGA EXCEEDS THE 10% MINIMUM THRESHOLD BY DERIVING SUPPORT FROM NUMEROUS UNRELATED CORPORATE CONTRIBUTORS, RATHER THAN RECEIVING ALMOST ALL OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY. OMEGA'S ACTIVITIES APPEAL TO A BROAD CROSS-SECTION OF PERSONS NATIONWIDE WHO ARE INTERESTED IN SUPPORTING THE ORTHOPAEDIC FELLOWSHIP PROGRAM, THE FOUNDATIONAL COMPONENTS OF ORTHOPAEDIC PRACTICE AND PROFESSIONALISM. OMEGA DOES NOT LIMIT ITS ACTIVITIES TO A PARTICULAR COMMUNITY, LIMITED GROUP, OR REGION AND MAINTAINS A TRANSPARENT, CONFLICT-FREE, ARMS-LENGTH PROCESS FOR DETERMINING GRANT RECIPIENTS BASED UPON A MERIT-BASED APPROACH.IV) REPRESENTATIVE GOVERNING BODYOMEGA HAS A GOVERNING BODY REPRESENTATIVE OF THE BROAD INTERESTS OF THE PUBLIC, HAVING SPECIAL KNOWLEDGE OR EXPERTISE IN THE PARTICULAR FIELD IN WHICH THE ORGANIZATION OPERATES.V) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATIONIN PROGRAMS OR POLICIESOMEGA PROVIDES SERVICES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC ON A CONTINUING BASIS, INCLUDING AWARDING AND ADMINISTERING GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION THROUGH AN OPEN, ACCESSIBLE PROCESS DESIGNED TO SAFEGUARD AGAINST POTENTIAL CONFLICTS OF INTEREST AND TO ENSURE TRANSPARENCY IN THE ALLOCATION OF RESOURCES. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,048 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,311 | DepreciationAmt |
| Book Value | $737 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $737 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $478,942 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $45,809 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $45,809 | RevenueNotReportedAmt |
| Revenue Subtotal | $433,133 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $433,133 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,804,029 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,804,029 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,804,029 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSOCIATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX BY THE INTERNAL REVENUE SERVICE (IRS) PURSUANT TO THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(VI) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ASSOCIATION CONTINUES TO OPERATE IN COMPLIANCE WITH ITS TAX EXEMPT PURPOSE. THE ASSOCIATION HAS DETERMINED THAT IT DOES NOT HAVE UNCERTAIN TAX POSITIONS AND, THEREFORE, HAS NOT RECORDED A LIABILITY FOR ANY UNRECOGNIZED TAX BENEFITS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $21,500 | $0 | FELLOWSHIP | |
| ORTHOPEDIC CLINICAL ASSOCIATES | |||||||||
| 91 PARKER HILL AVE | BOSTON | MA | 02120 | 042562362 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | |
| CHILDREN'S HOSPITAL CORP | |||||||||
| 300 LONGWOOD AVE MAILSTOP 3220 | BOSTON | MA | 02115 | 042774441 | 501(C)(3) | $14,500 | $0 | FELLOWSHIP | |
| YALE NEW HAVEN HOSPITAL | |||||||||
| 300 GEORGE ST FINANCE DEPT | NEW HAVEN | CT | 06519 | 060646652 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| NORTHSHORE UNIVERSITY HOSPITAL | |||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | 113418133 | 501(C)(3) | $10,000 | $0 | FELLOWSHIP | |
| HOSPITAL FOR SPECIAL SURGERY | |||||||||
| 535 EAST 70TH STREET ACADEMIC | NEW YORK | NY | 10021 | 131624135 | 501(C)(3) | $67,600 | $0 | FELLOWSHIP | TRAINING |
| MONTEFIORE MEDICAL CENTER | |||||||||
| 1250 WATERS PL 11TH FLOOR | BRONX | NY | 10461 | 131740114 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | |
| NEW YORK UNIVERSITY | |||||||||
| NYU GROSSMAN SOM - SPONSORED | BOSTON | MA | 022415026 | 135562308 | 501(C)(3) | $45,000 | $0 | FELLOWSHIP | PROGRAMS PO BOX 415026 |
| TRUSTEES OF COLUMBIA UNIV NY | |||||||||
| 622 W 168TH STREET | NEW YORK | NY | 10032 | 135598093 | 501(C)(3) | $21,500 | $0 | FELLOWSHIP | |
| UNIVERSITY OF ROCHESTER | |||||||||
| 601 ELMWOOD AVE | ROCHESTER | NY | 14642 | 160743209 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| ROTHMAN INSTITUTE ORTHO FDN | |||||||||
| 925 CHESTNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19107 | 222620085 | 501(C)(3) | $75,500 | $0 | FELLOWSHIP | |
| JERSEY CITY MEDICAL CENTER | |||||||||
| 355 GRANT STREET | JERSEY CITY | NJ | 07302 | 222783298 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| HAND REHABILITATION FOUNDATION | |||||||||
| 120 HUNTINGDON PIKE SUITE 100 | ROCKLEDGE | PA | 19046 | 232000134 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| UNIV OF PITTSBURGH PHYSICIANS | |||||||||
| US STEEL TOWER 600 GRANT STREET | PITTSBURGH | PA | 15219 | 232919472 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| PENNSYLVANIA STATE UNIVERSITY | |||||||||
| 500 UNIVERSITY DR G230 | HERSHEY | PA | 17033 | 246000376 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| MAGEE-WOMENS RES INST & FDN | |||||||||
| 3240 CRAFT PLACE SUITE 100 | PITTSBURGH | PA | 15213 | 251462312 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | |
| CINCINNATI CHILDREN'S HOSPITAL | |||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | 310833936 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| THE OHIO STATE UNIVERSITY FDN | |||||||||
| 241 W 11TH AVE SUITE 6080 | COLUMBUS | OH | 43210 | 311145986 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| VANDERBILT UNIVERSITY MED CENT | |||||||||
| 1161 21ST AVENUE SOUTH D-3300 | NASHVILLE | TN | 372325445 | 352528741 | 501(C)(3) | $44,750 | $0 | FELLOWSHIP | MEDICAL CENTER NORTH |
| TRUSTEES OF INDIANA UNIVERSITY | |||||||||
| IU OFFICE OF RESEARCH DEPARTMENT | DETROIT | MI | 482780867 | 356001673 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | 78867 PO BOX 78000 |
| NORTHSHORE UNIV HEALTHSYSTEM | |||||||||
| 1033 UNIVERSITY PLACE STE 450 | EVANSTON | IL | 60201 | 362167060 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| RUSH UNIVERSITY MEDICAL CENTER | |||||||||
| 1201 W HARRISON STREET SUITE 300 | CHICAGO | IL | 60607 | 362174823 | 501(C)(3) | $19,000 | $0 | FELLOWSHIP | |
| TFPS II LLC | |||||||||
| 901 45TH STREET KIMMEL BUILDING | WEST PALM BEACH | FL | 33407 | 364727660 | 501(C)(3) | $13,750 | $0 | FELLOWSHIP | |
| REGENTS OF UNIVERSITY OF MN | |||||||||
| 200 OAK STREET SE SUITE 450 | MINNEAPOLIS | MN | 55454 | 416007513 | 501(C)(3) | $59,875 | $0 | FELLOWSHIP | |
| MAYO CLINIC | |||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | 416011702 | 501(C)(3) | $39,750 | $0 | FELLOWSHIP | |
| WASHINGTON UNIVERSITY | |||||||||
| 700 ROSEDALE AVE CAMPUS BOX 1034 | ST LOUIS | MO | 631121408 | 430653611 | 501(C)(3) | $32,500 | $0 | FELLOWSHIP | |
| THE CURATORS OF THE UNIV OF MO | |||||||||
| 601 TURNER AVENUE TURNER AVENUE | COLUMBIA | MO | 652110001 | 436003859 | 501(C)(3) | $25,000 | $0 | FELLOWSHIP | GARAGE RM 201 |
| SINAI HOSPITAL OF BALTIMORE | |||||||||
| 2401 WEST BELVEDERE AVENUE | BALTIMORE | MD | 21215 | 520486540 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | |
| MERCY MEDICAL CENTER | |||||||||
| 301 ST PAUL PLACE MCAULEY TOWER- | BALTIMORE | MD | 21202 | 520591658 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | 15TH FLOOR |
| UNION MEMORIAL HOSPITAL | |||||||||
| 201 EAST UNIVERSITY PKWY JPB 400 | BALTIMORE | MD | 21218 | 520591685 | 501(C)(3) | $29,250 | $0 | FELLOWSHIP | BALTI JPB 400 |
| UMMS FOUNDATION INC | |||||||||
| 110 S PACA STREET 9TH FLOOR | BALTIMORE | MD | 21201 | 522238893 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| CARILION MEDICAL CENTER | |||||||||
| 213 S JEFFERSON ST SUITE 301 | ROANOKE | VA | 24011 | 540506332 | 501(C)(3) | $17,500 | $0 | FELLOWSHIP | |
| ANDERSON CLINIC PG MED ED FDN | |||||||||
| PO BOX 7088 | ALEXANDRIA | VA | 22307 | 541632197 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| WVU RESEARCH CORPORATION | |||||||||
| PO BOX 6700 ONE WATERFRONT PLACE | MORGANTOWN | WV | 265066700 | 550665758 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| DUKE UNIVERSITY | |||||||||
| ACCOUNTS RECEIVABLE LOCKBOX PO BOX | CHARLOTTE | NC | 282602651 | 560532129 | 501(C)(3) | $23,500 | $0 | FELLOWSHIP | 602651 |
| ORTHOCAROLINA PA | |||||||||
| 4601 PARK ROAD SUITE 250 | CHARLOTTE | NC | 28209 | 561093722 | 501(C)(3) | $19,000 | $0 | FELLOWSHIP | |
| ATRIUM HEALTH FOUNDATION | |||||||||
| PO BOX 32861 | CHARLOTTE | NC | 282322861 | 566060481 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| MEDICAL UNIV OF SC FOUNDATION | |||||||||
| 18 BEE STREET MSC450 | CHARLESTON | SC | 29425 | 576028985 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| FLORIDA ORTHOPAEDIC INSTITUTE | |||||||||
| 13020 N TELECOM PARKWAY | TAMPA | FL | 33637 | 592929608 | 501(C)(3) | $28,500 | $0 | FELLOWSHIP | |
| UOFL(FND) DEPT OF ORTHO SURG | |||||||||
| 550 S JACKSON STREET 1ST FLOOR ACB | LOUISVILLE | KY | 40202 | 611029626 | 501(C)(3) | $19,000 | $0 | FELLOWSHIP | |
| CAMPBELL FOUNDATION | |||||||||
| 1400 S GERMANTOWN RD | GERMANTOWN | TN | 38138 | 620548038 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| UNIV OF ALABAMA AT BIRMINGHAM | |||||||||
| 1720 2ND AVENUE SOUTH AB 990 | BIRMINGHAM | AL | 352940109 | 636005396 | 501(C)(3) | $11,500 | $0 | FELLOWSHIP | |
| UT HEALTH SCIENCE CTR HOUSTON | |||||||||
| 6400 FANNIN ST SUITE 1700 | HOUSTON | TX | 77030 | 741761309 | 501(C)(3) | $44,750 | $0 | FELLOWSHIP | |
| UNIVERSITY OF TEXAS AT AUSTIN | |||||||||
| 3925 WEST BRAKER LANEBUILDING 156 | AUSTIN | TX | 787595316 | 746000203 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | SUITE 3340 |
| BAYLOR HEALTH CARE FOUNDATION | |||||||||
| 3900 JUNIUS ST SUITE 500 | DALLAS | TX | 75246 | 751606705 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| SOUTHERN OREGON ORTHO RES FDN | |||||||||
| 2780 E BARNETT RD 200 | MEDFORD | OR | 97504 | 814390819 | 501(C)(3) | $12,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF COLORADO DENVER | |||||||||
| PO BOX 910238 | DENVER | CO | 802910238 | 846000555 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| UNIVERSITY OF UTAH | |||||||||
| 590 WAKARA WAY | SALT LAKE CITY | UT | 84108 | 876000525 | 501(C)(3) | $32,500 | $0 | FELLOWSHIP | |
| UNIVERSITY OF WASHINGTON | |||||||||
| 12456 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | 916001537 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| STANFORD UNIVERSITY | |||||||||
| 430 BROADWAY STREET MC 6342 | REDWOOD CITY | CA | 94063 | 941156365 | 501(C)(3) | $17,500 | $0 | FELLOWSHIP | |
| SFGH FOUNDATION | |||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | 943189424 | 501(C)(3) | $14,000 | $0 | FELLOWSHIP | |
| REGENTS OF UNIVERSITY OF CA | |||||||||
| UCSF MAIN DEPOSITORY PO BOX 748872 | LOS ANGELES | CA | 900744872 | 946036493 | 501(C)(3) | $19,000 | $0 | FELLOWSHIP | |
| CEDARS-SINAI MEDICAL CENTER | |||||||||
| 6500 WILSHIRE BOULEVARD 18TH FLOOR | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $15,000 | $0 | FELLOWSHIP | |
| HOAG HOSPITAL FOUNDATION | |||||||||
| 330 PLACENTIA AVE SUITE 100 | NEWPORT BEACH | CA | 92663 | 953222343 | 501(C)(3) | $13,000 | $0 | FELLOWSHIP | |
| CHILDREN'S SPECIALISTS OF SD | |||||||||
| 3020 CHILDRENS WAY MC 5062 | SAN DIEGO | CA | 92123 | 953255175 | 501(C)(3) | $12,500 | $0 | FELLOWSHIP | |
| REGENTS UCLA | |||||||||
| 10833 LE CONTE AVE 76-119 CHS | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $16,000 | $0 | FELLOWSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROGRAMS THAT ARE AWARDED GRANTS THROUGH THE MERIT-BASED APPLICATION REVIEW PROCESS ARE REQUIRED TO PROVIDE OMEGA WITH TWO REPORTS REGARDING THE USE OF FUNDS PROVIDED BY OMEGA. ACCEPTANCE OF THE GRANT AND USE OF THE FUNDS IS CONDITIONAL UPON RECIPIENT'S TIMELY, ACCURATE, AND THOROUGH COMPLETION OF ALL INFORMATION FIELDS REQUESTED IN ONLINE REPORTING REQUIRED BY OMEGA. THIS REPORTING INCLUDES THE USE OF FUNDS SUMMARY, COPIES OF RECEIPTS AND A SUMMARY OF SUPPORTED ACTIVITIES INCLUDING RESEARCH, PRESENTATIONS AND PROCEDURES PERFORMED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KRISTIN OLDS GLAVIN ESQ | ||||||||||||||
| EXECUTIVE DIRECTOR | $34,106 | $371,453 | $0 | $45,813 | $0 | $0 | $3,273 | $32,727 | $937 | $9,366 | $38,316 | $459,359 | $0 | $0 |
| RHONDA TAIRA | ||||||||||||||
| DEPUTY EXECUTIVE DIRECTOR | $188,150 | $0 | $4,500 | $0 | $0 | $0 | $18,734 | $0 | $6,084 | $0 | $217,468 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE EXECUTIVE DIRECTOR IS AN EMPLOYEE OF THE AMERICAN ORTHOPAEDIC ASSOCATION (AOA), WHICH IS THE SOLE MEMBER OF OMEGA. COMPENSATION IS ESTABLISHED BY WRITTEN CONTRACT AND REVIEWED BY AN AOA COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP). CONTRACTUAL PARAMETERS FOR COMPENSATION HAVE BEEN REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS AND ADDITIONALLY COMPENSATION SURVEYS ARE REVIEWED ANNUALLY. COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED ON CONTRACTUAL PARAMETERS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A: | THE ORGANIZATION IS ADMINISTERED BY STAFF PROVIDED BY THE AMERICAN ORTHOPAEDIC ASSOCIATION, THE ORGANIZATION'S SOLE MEMBER. ALL EXPENSES RELATED TO SUCH STAFFING ARE REIMBURSED BY THE ORGANIZATION TO THE AMERICAN ORTHOPAEDIC ASSOCIATION. |
| FORM 990, PART VI, SECTION A, LINE 6 | AMERICAN ORTHOPAEDIC ASSOCIATION IS THE SOLE MEMBER OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | AMERICAN ORTHOPAEDIC ASSOCIATION EXECUTIVE COMMITTEE APPOINTS THE BOARD OF DIRECTORS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY. IN ADDITION, STAFF ANNUALLY CHECKS DISCLOSURE BY CONTRIBUTING ORGANIZATIONS AND FOLLOWS UP WITH ANY INDIVIDUALS FOR FURTHER EXPLANATIONS, AS NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15A | AMERICAN ORTHOPAEDIC ASSOCIATION, A RELATED PARTY, DETERMINES COMPENSATION USING THE FOLLOWING METHOD. COMPENSATION PROCESS FOR TOP OFFICIAL IS ESTABLISHED BY WRITTEN CONTRACT AND REVIEWED BY COMPENSATION COMMITTEE (TOP ELECTED LEADERSHIP). CONTRACTUAL PARAMETERS FOR COMPENSATION REVIEWED BY OUTSIDE COUNSEL TO ASSURE COMPARABLE COMPENSATION FOR SIMILIARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITION AT SIMILAR ORGANIZATIONS. COMPENSATION COMMITTEE REVIEWS AND ADJUSTS ANNUALLY BASED ON CONTRACTUAL PARAMETERS. OMEGA UTILIZIES THIS COMPENSATION DETERMINATION PROCESS BY AGREEING TO PAY A PERCENTAGE OF THE TOTAL COMPENSATION AS DETERMINED BY AMERICAN ORTHOPAEDIC ASSOCIATION, FOR WORK DONE FOR OMEGA. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. |
| PAGE 12, FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE OVERSIGHT OF ITS ANNUAL AUDIT. THIS PROCESS WAS NOT CHANGED DURING THE YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN ORTHOPAEDIC ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS RD STE 205 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136118458 | EIN |
| Primary Activities | SEE PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 10 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART II, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE. | ExplanationTxt |