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OMEGA MEDICAL GRANTS ASSOCIATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
OMEGA MEDICAL GRANTS ASSOCIATION (EIN 27-0383913)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-20
IRS object ID
202322649349300622
Schema version
2022v5.0
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

FieldValueIRS element (for citing)
Return2023-09-20T14:59:05-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 SPRING ROAD SUITE 200AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270383913EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OMEGA MEDICAL GRANTS ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOMEGBusinessNameControlTxt
Phone8473187482PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN GLASER MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8473187482PhoneNum
Signature2023-09-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastGLASER MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R THOMASPreparerPersonNm
PTINP00095586PTIN
Phone6305738600PhoneNum
Preparation2023-09-07PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN GLASER MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,911,861GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OMEGAMEDICALGRANTS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionOMEGA AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers7TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,935,759PYContributionsGrantsAmt
CY Contributions Grants$1,531,835CYContributionsGrantsAmt
PY Program Service Revenue$571,557PYProgramServiceRevenueAmt
CY Program Service Revenue$264,795CYProgramServiceRevenueAmt
PY Investment Income$22,802PYInvestmentIncomeAmt
CY Investment Income$19,684CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$908CYOtherRevenueAmt
PY Total Revenue$4,530,118PYTotalRevenueAmt
CY Total Revenue$1,817,222CYTotalRevenueAmt
PY Grants And Similar Paid$4,131,151PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,592,730CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$417,231PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$416,612CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$78,330PYOtherExpensesAmt
CY Other Expenses$75,852CYOtherExpensesAmt
PY Total Expenses$4,626,712PYTotalExpensesAmt
CY Total Expenses$3,085,194CYTotalExpensesAmt
PY Revenues Less Expenses-$96,594PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,267,972CYRevenuesLessExpensesAmt
Total Assets BOY$5,080,670TotalAssetsBOYAmt
Total Assets EOY$3,000,228TotalAssetsEOYAmt
Total Liabilities BOY$2,247,607TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,472,276TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,833,063NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,527,952NetAssetsOrFundBalancesEOYAmt
MissionOMEGA 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 Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,041,206ExpenseAmt
Grant$2,592,730GrantAmt
Revenue$264,795RevenueAmt
DescFINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIPS AND CME SCHOLARSHIPS. THE PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTALING $1,430,481 IN 2022.Desc
Total Program Service Expenses$3,041,206TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KRISTIN OLDS GLAVINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8473187330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
JOHN A GLASER MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT J BIELSKI MD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
S ASHFAQ HASAN MD
TREASURER1.00Yes (X)Yes (X)$0$0$0
KEVIN P BLACK MD
DIRECTOR1.00Yes (X)$0$0$0
ROBERT D BRONSTEIN MD
DIRECTOR1.00Yes (X)$0$0$0
PAUL T RUBERY MD
DIRECTOR1.00Yes (X)$0$0$0
REX C HAYDON MD
DIRECTOR1.00Yes (X)$0$0$0
KRISTIN OLDS GLAVIN ESQ
EXECUTIVE DIRECTOR5.00Yes (X)$45,659$410,917$68,04737.50
RHONDA TAIRA
MANAGING DIRECTOR37.50$180,960$0$19,113Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$226,619TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$410,917TotReportableCompRltdOrgAmt
Total Other Compensation$87,160TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$101,354RelatedOrganizationsAmt
All Other Contributions$1,430,481AllOtherContributionsAmt
Total Contributions$1,531,835TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE & APPLICATION FEESDesc
Business611710BusinessCd
Total Revenue Column$264,795TotalRevenueColumnAmt
Related Or Exempt Func Income$264,795RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$264,795TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,323TotalRevenueColumnAmt
Exclusion$39,323ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,075,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,094,639SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$19,639SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$19,639TotalRevenueColumnAmt
Exclusion-$19,639ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHERDesc
Business900099BusinessCd
Total Revenue Column$908TotalRevenueColumnAmt
Exclusion$908ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$908OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,817,222TotalRevenueColumnAmt
Related Or Exempt Func Income$264,795RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$20,592ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,527,130TotalAmt
Program Services$2,527,130ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$65,600TotalAmt
Program Services$65,600ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$252,535TotalAmt
Program Services$247,802ProgramServicesAmt
Management And General$4,733ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$116,868TotalAmt
Program Services$114,678ProgramServicesAmt
Management And General$2,190ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,121TotalAmt
Program Services$6,006ProgramServicesAmt
Management And General$115ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$16,890TotalAmt
Program Services$16,573ProgramServicesAmt
Management And General$317ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$24,198TotalAmt
Program Services$23,744ProgramServicesAmt
Management And General$454ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$586TotalAmt
Management And General$586ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,330TotalAmt
Management And General$22,330ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$129TotalAmt
Management And General$129ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,868TotalAmt
Management And General$1,868ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,929TotalAmt
Management And General$2,929ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$39,673TotalAmt
Program Services$39,673ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,893TotalAmt
Management And General$4,893ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$639TotalAmt
Management And General$639ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$863TotalAmt
Management And General$863ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,942TotalAmt
Management And General$1,942ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,085,194TotalAmt
Program Services$3,041,206ProgramServicesAmt
Management And General$43,988ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,344,734BOYAmt
EOY$546,176EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$175,000BOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,469BOYAmt
EOY$21,025EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,393BOYAmt
EOY$10,897EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$8,048LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,519LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,392BOYAmt
EOY$1,529EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,514,682BOYAmt
EOY$2,420,601EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,080,670BOYAmt
EOY$3,000,228EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$133,542BOYAmt
EOY$156,443EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,114,065BOYAmt
EOY$1,315,833EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,247,607BOYAmt
EOY$1,472,276EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$741,570BOYAmt
EOY$598,708EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,091,493BOYAmt
EOY$929,244EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,833,063BOYAmt
EOY$1,527,952EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,080,670BOYAmt
EOY$3,000,228EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,267,972ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$37,139NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,396,410CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,068,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,179,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,935,759CurrentTaxYearMinus1YearAmt
Current Tax Year$1,430,481CurrentTaxYearAmt
Total$19,010,560TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,396,410CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,068,160CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,179,750CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,935,759CurrentTaxYearMinus1YearAmt
Current Tax Year$1,430,481CurrentTaxYearAmt
Total$19,010,560TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$16,873,786SubstantialContributorsTotAmt
Public Support Total170$2,136,774PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,157CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,068CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$23,550CurrentTaxYearMinus1YearAmt
Current Tax Year$39,323CurrentTaxYearAmt
Total$77,959TotalAmt
FieldValueIRS element (for citing)
Total Support$19,088,519TotalSupportAmt
Public Support CY1700.11190PublicSupportCY170Pct
Public Support PY1700.10550PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTHIS 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, 2022 AND 2021 IS 10.55% AND 11.19%, 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$8,048OtherCostOrOtherBasisAmt
Depreciation$6,519DepreciationAmt
Book Value$1,529BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,529TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,780,083TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$37,139NetUnrealizedGainsInvstAmt
Revenue Not Reported-$37,139RevenueNotReportedAmt
Revenue Subtotal$1,817,222RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,817,222TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,085,194TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,085,194ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,085,194TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (58 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST YAWKEY BUILDINGBOSTONMA02114041564655501(C)(3)$189,700$0FELLOWSHIP
BRIGHAM AND WOMEN'S HOSPITAL INC
116 HUNTINGTON AVE 3RD FLOORBOSTONMA02116042312909501(C)(3)$51,000$0FELLOWSHIP
ORTHOPEDIC CLINICAL ASSOCIATES INC
91 PARKER HILL AVEBOSTONMA02120042562362501(C)(3)$22,000$0FELLOWSHIP
CHILDREN'S HOSPITAL CORPORATION DBA BOSTON CHILDREN'S HOSPITAL
300 LONGWOOD AVENUE MAILSTOP 3220BOSTONMA02115042774441501(C)(3)$54,500$0FELLOWSHIP
ORTHOPAEDIC FOUNDATION FOR ACTIVE LIFESTYLES INC
2777 SUMMER STREET SUITE 500STAMFORDCT06905061605002501(C)(3)$24,250$0FELLOWSHIP
NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP
535 EAST 70TH STREETNEW YORKNY10021131624135501(C)(3)$175,125$0FELLOWSHIP
MONTEFIORE MEDICAL CENTER DEPARTMENT OF ORTHOPAEDIC SURGERY
1250 WATERS PLACE 11TH FLOORBRONXNY10461131740114501(C)(3)$25,000$0FELLOWSHIP
NYU SCHOOL OF MEDICINE
NYU GROSSMAN SOM - SPONSOREDBOSTONMA022415026135562308501(C)(3)$101,000$0FELLOWSHIPPROGRAMS PO BOX 415026
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY (AR)
622 W 168TH STREETNEW YORKNY10032135598093501(C)(3)$28,000$0FELLOWSHIP
UNIVERSITY OF ROCHESTER (F&A)
601 ELMWOOD AVE BOX 665ROCHESTERNY14642160743209501(C)(3)$24,000$0FELLOWSHIP
ORTHOPAEDIC FOUNDATION (THE) (THE ROTHMAN INSTITUTE)
125 S 9TH STREETPHILADELPHIAPA19107222620085501(C)(3)$123,000$0FELLOWSHIP
JERSEY CITY MEDICAL CENTER - RWJ BARNABAS HEALTH
355 GRAND STREETJERSEY CITYNJ07302222783298501(C)(3)$15,000$0FELLOWSHIP
PENN STATE UNIVERSITY COLLEGE OF MEDICINE (F&A AND TRAUMA)
500 UNIVERSITY DR G230HERSHEYPA170330850246000376501(C)(3)$44,000$0FELLOWSHIP
BAYLOR SCOTT & WHITE CENTRAL TEXAS FOUNDATION-TEMPLE (AR)
2401 S 31ST ST MS-20-S103TEMPLETX765080001273513154501(C)(3)$18,285$0FELLOWSHIP
CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER (PEDS)
3333 BURNET AVE ML 4900CINCINNATIOH45229310833936501(C)(3)$28,000$0FELLOWSHIP
OHIO STATE UNIVERSITY FOUNDATION (THE) (AR)
241 W 11TH AVE SUITE 6080COLUMBUSOH43210311145986501(C)(3)$22,000$0FELLOWSHIP
CLEVELAND CLINIC FOUNDATION - CENTER FOR SPINE HEALTH (THE)
CLEVELAND CLINIC CENTER FOR SPINECLEVELANDOH44195340714585501(C)(3)$56,000$0FELLOWSHIPHEALTH ATTN LESLIE BERDECIA 9500 EU
INDIANA HAND TO SHOULDER CENTER (HAND)
8501 HARCOURT RDINDIANAPOLISIN46260351298203501(C)(3)$20,000$0FELLOWSHIP
VANDERBILT UNIVERSITY MEDICAL CENTER
1161 21ST AVENUE SOUTH D-3300NASHVILLETN372325445352528741501(C)(3)$72,800$0FELLOWSHIPMEDICAL CENTER NORTH
INDIANA UNIVERSITY LOWER EXTREMITY ADULT RECONSTRUCTION FELLOWSHIP
OFFICE OF RESEARCH ADMINISTRATIONDETROITMI482780867356001673501(C)(3)$22,000$0FELLOWSHIPDEPARTMENT 78867 PO BOX 78000
RUSH UNIVERSITY MEDICAL CENTER (AR)
1201 W HARRISON STREET SUITE 300CHICAGOIL60607362174823501(C)(3)$28,000$0FELLOWSHIP
REGENTS OF THE UNIVERSITY OF MINNESOTAREGIONS HOSPITAL
200 OAK ST SE SUITE 450MINNEAPOLISMN55454416007513501(C)(3)$70,000$0FELLOWSHIP
MAYO CLINIC ROCHESTER
DEPARTMENT OF ORTHOPEDIC SURGERYROCHESTERMN55905416011702501(C)(3)$69,000$0FELLOWSHIP200 FIRST STREET SW
WASHINGTON UNIVERSITY
CAMPUS BOX 1034 700 ROSEDALE AVEST LOUISMO631121408430653611501(C)(3)$109,250$0FELLOWSHIP
INSTITUTE FOR FOOT AND ANKLE RECONSTRUCTION AT MERCY (THE)
301 ST PAUL PLACE MCAULEY TOWERBALTIMOREMD21202520591658501(C)(3)$24,000$0FELLOWSHIP15TH FLOOR
UNION MEMORIAL HOSPITAL
201 EAST UNIVERSITY PKWY JPB 400BALTIMOREMD21218520591685501(C)(3)$61,000$0FELLOWSHIPBALTI JPB 400
JOHNS HOPKINS UNIVERSITY (HAND)
JOHNS HOPKINS UNIVERSITY CENTRALCHICAGOIL60693520595110501(C)(3)$18,000$0FELLOWSHIPLOCKBOX BANK OF AMERICA 12529 COLLE
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION
110 SOUTH PACA STREET 9TH FLBALTIMOREMD21201522238893501(C)(3)$51,000$0FELLOWSHIP
CARILION MEDICAL CENTER (AR)
213 S JEFFERSON ST INSTITUTE FORRONAOKEVA24011540506332501(C)(3)$25,000$0FELLOWSHIPORTHOPAEDICS AND NEUROSCIE
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
HUNTINGTON BANK 230 WEST PIKECLARKSBURGWV263022490550665758501(C)(3)$25,000$0FELLOWSHIPSTREET
DUKE UNIVERSITY (AR AND F&A)
311 TRENT DRDURHAMNC27710560532129501(C)(3)$27,000$0FELLOWSHIP
ORTHOCAROLINA SPORTS MEDICINE CENTER
4601 PARK RDCHARLOTTENC28209561093722501(C)(3)$47,000$0FELLOWSHIP
ATRIUM HEALTH FOUNDATION (FORMERLY CAROLINAS MEDICAL CENTER)
PO BOX 32861CHARLOTTENC282322861566060481501(C)(3)$24,000$0FELLOWSHIP
HOUSTON METHODIST HOSPITAL (AR)
6445 MAIN ST SUITE 2500HOUSTONTX77030571201170501(C)(3)$28,000$0FELLOWSHIP
EMORY UNIVERSITY
21 ORTHO LANE 5TH FLRATLANTAGA30329580566256501(C)(3)$43,000$0FELLOWSHIP
CHILDREN'S HEALTHCARE OF ATLANTA
1575 NORTHEAST EXPYATLANTAGA30329582367819501(C)(3)$26,000$0FELLOWSHIP
BAPTIST HEALTH SOUTH FLORIDA FOUNDATION INC
6855 RED ROAD SUITE 600CORAL GABLESFL33146591923401501(C)(3)$22,000$0FELLOWSHIP
FLORIDA ORTHOPAEDIC INSTITUTE (FORMERLY FORE)
13020 N TELECOM PARKWAYTAMPAFL33637592929608501(C)(3)$48,000$0FELLOWSHIP
UNIVERSITY OF FLORIDA
207 GRINTER HALL PO BOX 115500GAINESVILLEFL32611596002052501(C)(3)$80,000$0FELLOWSHIP
UNIVERSITY OF LOUISVILLE (FOUNDATION) DEPARTMENT OF ORTHOPAEDIC SURGERY
DEPT OF ORTHOPAEDIC SURGERY 550 SLOUISVILLEKY40202611029626501(C)(3)$22,000$0FELLOWSHIPJACKSON STREET 1ST FL
CAMPBELL FOUNDATION (THE)
1400 S GERMANTOWN RDGERMANTOWNTN38138620548038501(C)(3)$24,000$0FELLOWSHIP
UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTONMCGOVERN MEDICAL SCHOO
6400 FANNIN ST SUITE 1700HOUSTONTX77030741761309501(C)(3)$53,000$0FELLOWSHIP
UNIVERSITY OF TEXAS AT AUSTIN UT DELL MEDICAL SCHOOL JOSESPH M ABELL AR
3925 WEST BRAKER LANE BUILDING 156AUSTINTX787595316746000203501(C)(3)$22,000$0FELLOWSHIPSUITE 3340 MC A9000
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREETDALLASTX75219750818178501(C)(3)$28,000$0FELLOWSHIP
BAYLOR HEALTH CARE SYSTEM FOUNDATION-DALLAS (F&A)
3900 JUNIUS SUITE 500DALLASTX75246751606705501(C)(3)$24,735$0FELLOWSHIP
TEXAS ORTHOPEDIC RESEARCH AND EDUCATION FOUNDATION INC (TOREF) (FORMERLY
7401 S MAIN STREETHOUSTONTX77030821438713501(C)(3)$32,000$0FELLOWSHIP
TWIN CITES ORTHOPEDICS FELLOWSHIP (F&A AND SPORTS) TCO FOUNDATION
4010 WEST 65TH STREETEDINAMN55435830435069501(C)(3)$20,000$0FELLOWSHIP
UNIVERSITY OF COLORADO DENVER (AR F&A HAND SPINE SPORTS)
GRANTS AND CONTRACTS 220743 CH PODENVERCO802910238846000555501(C)(3)$22,000$0FELLOWSHIPBOX 910238
UNIVERSITY OF UTAH SCHOOL OF MEDICINE (F&A)
590 WAKARA WAYSALT LAKE CITYUT84108876000525501(C)(3)$51,000$0FELLOWSHIP
UNIVERSITY OF WASHINGTON
12456 COLLECTIONS DRIVECHICAGOIL60693916001537501(C)(3)$20,000$0FELLOWSHIP
STANFORD UNIVERSITY SCHOOL OF MEDICINE (AR)
450 BROADWAY STREET PAVILION C MCREDWOOD CITYCA94063941156365501(C)(3)$28,000$0FELLOWSHIP6342
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION (TRAUMA)
PO BOX 410836SAN FRANCISCOCA941410836943189424501(C)(3)$30,000$0FELLOWSHIP
UNIVERSITY OF CALIFORNIA SAN FRANCISCO (ARSPINESPORTS)
UCSF DEPT OF ORTHOPAEDIC SURGERYSAN FRANCISCOCA94143946036493501(C)(3)$52,000$0FELLOWSHIP500 PARNASSUS AVE MU 320 WEST
UNIVERSITY OF CALIFORNIA DAVIS MEDICAL CENTER (ARFOOTHANDONCSPINETRAU
UNIVERSITY OF THE CALIFORNIA DAVISWEST SACRAMENTOCA957989062946036494501(C)(3)$23,750$0FELLOWSHIPCASHIERS OFFICE PO BOX 989062
SCRIPPS HEALTH (ADULT LOWER EXTREMITY RECONSTRUCTION FELLOWSHIP)
4275 CAMPUS POINT COURTSAN DIEGOCA92121951684089501(C)(3)$22,000$0FELLOWSHIP
HOAG HOSPITAL FOUNDATION (SPORTS AND AR)
330 PLACENTIA AVE SUITE 100NEWPORT BEACHCA92663953222343501(C)(3)$22,000$0FELLOWSHIP
CHILDREN'S SPECIALISTS OF SAN DIEGO AMGRADY CHILDRENS HOSPITAL
3020 CHILDRENS WAY MC 5062SAN DIEGOCA92123953255175501(C)(3)$24,000$0FELLOWSHIP
UNIVERSITY OF CALIFORNIA LOS ANGELES (AR)
ORTHOPAEDIC HOSPITAL RESEARCHLOS ANGELESCA900957358956006143501(C)(3)$27,000$0FELLOWSHIPCENTER 615 CHARLES E YOUNG DRIVE SO
FieldValueIRS element (for citing)
Total501c3 Org58Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeCME SCHOLARSHIP AWARDSGrantTypeTxt
Recipient35RecipientCnt
Cash Grant$65,600CashGrantAmt
Non Cash AssistanceSCHOLARSHIPS TO SUPPORT CONTINUING MEDICAL EDUCATION.NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROGRAMS 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

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
KRISTIN OLDS GLAVIN ESQ
EXECUTIVE DIRECTOR$45,659$348,164$0$62,753$0$0$4,566$41,091$2,239$20,151$52,464$472,159$0$0
RHONDA TAIRA
MANAGING DIRECTOR$177,460$0$3,500$0$0$0$17,946$0$1,167$0$200,073$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 6AMERICAN ORTHOPAEDIC ASSOCIATION IS THE SOLE MEMBER OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7AAMERICAN ORTHOPAEDIC ASSOCIATION EXECUTIVE COMMITTEE APPOINTS THE BOARD OF DIRECTORS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT 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 15AAMERICAN 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 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.
PAGE 12, FORM 990, PART XII, LINE 2CTHE 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

FieldValueIRS element (for citing)
Business Name Line1AMERICAN ORTHOPAEDIC ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS RD STE 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
EIN136118458EIN
Primary ActivitiesSEE PART VIIPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE AMERICAN ORTHOPAEDIC ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeSTransactionTypeTxt
Involved$101,354InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE R, PART II, COLUMN (B)ENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE.
SCHEDULE R, PART V, LINE 1DURING 2022, AOA RECEIVED A LOAN THAT WAS FORGIVEN THROUGH THE PAYCHECK PROTECTION PROGRAM (THE PPP LOAN). OF THIS AMOUNT, $56,000 WAS ALLOCATED TO OMEGA TO COVER THE ALLOCATED SHARE OF RELATED PAYROLL COSTS THAT ARE ELIGIBLE UNDER THE PROGRAM. IN ADDITION, AOA RECEIVED FUNDING UNDER THE EMPLOYEE RETENTION CREDIT PROGRAM (ERC PROGRAM) FOR QUALIFIED WAGES. $45,354 WAS PASSED TO THE OMEGA FOR THE PROPORTIONATE SHARE OF RELATED PAYROLL COSTS.