JACKSON ORTHOPAEDIC FOUNDATION: Form 990EZ, tax year 2021
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- Organization
- JACKSON ORTHOPAEDIC FOUNDATION (EIN 94-3312751)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202321259349200602
- Schema version
- 2021v4.2
- 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
- Form 990-EZ
- Schedule A
- Schedule B
- Schedule O
- Reasonable Cause Explanation
- Transfer Prsnl Bnft Contracts Decl
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T22:46:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 922214551 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TaxTimeHQ Incorporated | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 Creek Lane | AddressLine1Txt |
| City | Fredericksburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943312751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jackson Orthopaedic Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACK | BusinessNameControlTxt |
| Phone | 5102384851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 30th Street 102 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Clark | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 5102384851 | PhoneNum |
| Signature | 2023-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Justin | PersonFirstNm |
| Person Last | Clark | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | James Doty EA | PreparerPersonNm |
| PTIN | P00996227 | PTIN |
| Phone | 5407311100 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.jacksonortho.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Gross Receipts | $70,924 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $70,924 | ContributionsGiftsGrantsEtcAmt |
| Total Revenue | $70,924 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $24,402 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $8,162 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $88 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $23,566 | OtherExpensesTotalAmt |
| Total Expenses | $56,218 | TotalExpensesAmt |
| Excess Or Deficit For Year | $14,706 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $45,397 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $60,103 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,208 | BOYAmt |
| EOY | $50,035 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981 | BOYAmt |
| EOY | $1,878 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,462 | BOYAmt |
| EOY | $8,333 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,651 | BOYAmt |
| EOY | $60,246 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254 | BOYAmt |
| EOY | $143 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,397 | BOYAmt |
| EOY | $60,103 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | Education, research, and service aimed at improving the lives of people withmusculoskeletal conditions. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| During 2021 Jackson Orthopedic Foundation provided musculoskeletal education and service programs to patients, health care providers, and the public in accordance with its mission to improve the lives of people with musculoskeletal conditions.The organization conducted research in the field of orthopedics designed to help health care providers better understand and meet the challenges they currently face in caring for these patients.Patient Education Programs:Arthritis and osteoporosis education classes upon request. Individual arthritis & osteoporosis patient education was provided to clients on request by volunteer licensed health care providers. Jackson Orthopedic Foundation held JOF Virtual Town Hall via Zoom as a way to expand our engagement with patients, volunteers, students, and other constituents. | $0 | $0 |
| Provider Education Programs:Jackson Orthopedic Foundation was accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center's Commission on Accreditation (ANCC).Jackson Orthopedic Foundation expanded the variety of courses available. Jackson Orthopedic Foundation launched Online Mini Courses -- four targeted, 10-hour self-study modules.Jackson Orthopedic Foundation launched Orthopedic Primary Care Office Hours sessions -- monthly drop-in sessions over Zoom for our Orthopedic Primary Care students to discuss issues, questions with instructors. The sessions are particularly important to our digital-only students so they can have personal connection to working clinicians as they progress through their studiesJackson Orthopedic Foundation conducted annual Healthcare Immersion Program -- giving students a unique, up-close experience of health careers that includes shadowing of real clinicians and creation of educational, MSK-focused video projects.Provided local nursing continuing education programs, primarily online and via teleconferencing due to COVID19 restrictions. Continued to revise four-module, 250+ hour hybrid (online and on-site) continuing education Orthopedic Primary Care course for advanced health care providers and converted the entire course to online access. | $0 | $0 |
| Research and PublishingJackson Orthopedic Foundation volunteers shared their clinical expertise through conferences and academic publishing. Principals of the organization both presented on the Painful Spine at the National Association of Orthopaedic Nurses (NAON) Annual Congress, and gave a NAON webinar on the MSK Effects of Menopause. They also authored a chapter on the same topic in the newly released book Each Woman's Menopause: An Evidence Based Resource (Springer, edited by Patricia Geraghty).Jackson Orthopedic Foundation began a new phase of research into the MSK-related curriculum needs of university NP programs. | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Peter Slabaugh MD | ||||
| Medical Director | 4.00 | $0 | $0 | $0 |
| Catherine Matthews RN | ||||
| Chairperson | 3.00 | $0 | $0 | $0 |
| Kathleen A Geier DNP | ||||
| Secretary | 20.00 | $0 | $0 | $0 |
| Justin Clark | ||||
| Treasurer | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Justin Clark | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 30th Street Suite 102 | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5102384851 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,735 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,221 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,924 | CurrentTaxYearAmt |
| Total | $157,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,525 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,262 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $87,062 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,924 | CurrentTaxYearAmt |
| Total | $244,713 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000 | CurrentTaxYearMinus3YearsAmt |
| Total | $6,100 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $10,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,100 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $16,100 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $228,613 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,260 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,107 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,483 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,924 | CurrentTaxYearAmt |
| Total | $244,713 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93420 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990-EZ, Part I, Line 14 | Description: Depreciation. Amount: 2,052. Description: Other Expenses. Amount: 6,110. Total to Form 990-EZ, line 14: 8,162. |
| Form 990-EZ, Part I, Line 16 - Other Expenses | Description: Bank Charges. Amount: 556. Description: Business Expenses. Amount: 95. Description: Accounting Fees. Amount: 6,745. Description: Supplies. Amount: 1,245. Description: Telephone and Technology. Amount: 6,811. Description: Insurance. Amount: 1,264. Description: Other Costs. Amount: 6,850. Total to Form 990-EZ, line 16: 23,566. |
| Form 990-EZ, Part II, Line 24 - Other Assets | Description: Machinery and Equipment. Beg. of Year Amount: 2,695. End of Year Amount: 5,852. Description: Security Deposit. Beg. of Year Amount: 1,767. End of Year Amount: 1,767. Description: PayPal Balance. Beg. of Year Amount: 0. End of Year Amount: 714. |
| Form 990-EZ, Part II, Line 26 - Other Liabilities | Description: American Express. Beg. of Year Amount: 254. End of Year Amount: 143. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Organization changed accounting provider and it took time for records to be passed from previous accounting provider to current accounting provider. The position of Treasurer also changed during this time, causing delay in gathering information together for the new accounting provider. | ExplanationTxt |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | DeclarationDesc |