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OMEGA MEDICAL GRANTS ASSOCIATION: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
OMEGA MEDICAL GRANTS ASSOCIATION (EIN 27-0383913)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-08-24
IRS object ID
202102369349301015
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-08-24T10:10:11-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line11301 WEST 22ND STREET SUITE 1100AddressLine1Txt
CityOAK BROOKCityNm
State AbbreviationILStateAbbreviationCd
ZIP60523ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 NO 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN P BLACK MDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8473187482PhoneNum
Signature2021-08-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKEVINPersonFirstNm
Person LastBLACK MDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R THOMASPreparerPersonNm
PTINP00095586PTIN
Phone6305738600PhoneNum
Preparation2021-08-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKEVIN P BLACK MDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD NO 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,095,451GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OMEGAMEDICALGRANTS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionOMEGA MEDICAL GRANTS ASSOCIATION AWARDS AND ADMINISTERS GRANTS FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,068,160PYContributionsGrantsAmt
CY Contributions Grants$9,179,750CYContributionsGrantsAmt
PY Program Service Revenue$345,560PYProgramServiceRevenueAmt
CY Program Service Revenue$908,633CYProgramServiceRevenueAmt
PY Investment Income$3,861PYInvestmentIncomeAmt
CY Investment Income$7,068CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,417,581PYTotalRevenueAmt
CY Total Revenue$10,095,451CYTotalRevenueAmt
PY Grants And Similar Paid$2,205,860PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,752,208CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$378,758PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$401,491CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$75,592PYOtherExpensesAmt
CY Other Expenses$69,404CYOtherExpensesAmt
PY Total Expenses$2,660,210PYTotalExpensesAmt
CY Total Expenses$8,223,103CYTotalExpensesAmt
PY Revenues Less Expenses-$242,629PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,872,348CYRevenuesLessExpensesAmt
Total Assets BOY$2,309,415TotalAssetsBOYAmt
Total Assets EOY$7,030,259TotalAssetsEOYAmt
Total Liabilities BOY$1,235,431TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,083,927TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,073,984NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,946,332NetAssetsOrFundBalancesEOYAmt
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$8,176,650ExpenseAmt
Grant$7,752,208GrantAmt
Revenue$908,633RevenueAmt
DescFINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIPS. THE PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTALING $9,125,750 IN 2020.Desc
Total Program Service Expenses$8,176,650TotalProgramServiceExpensesAmt
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 Individuals0GrantsToIndividualsInd
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 Document2IRPDocumentCnt
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
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 Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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)
Phone8473187335PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19400 W HIGGINS ROAD NO 205AddressLine1Txt
CityROSEMONTCityNm
State AbbreviationILStateAbbreviationCd
ZIP60018ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
KEVIN P BLACK MD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
RICHARD J D'ASCOLI MD
TREASURER1.00Yes (X)Yes (X)$0$0$0
LANGDON A HARTSOCK MD
SECRETARY1.00Yes (X)Yes (X)$0$0$0
JOHN A GLASER MD
DIRECTOR1.00Yes (X)$0$0$0
R DALE BLASIER MD
DIRECTOR1.00Yes (X)$0$0$0
JOHN C ELFAR MD
DIRECTOR1.00Yes (X)$0$0$0
REX C HAYDON MD
DIRECTOR1.00Yes (X)$0$0$0
WAYNE J SEBASTIANELLI MD
DIRECTOR1.00Yes (X)$0$0$0
KRISTIN OLDS GLAVIN ESQ
EXECUTIVE DIRECTOR5.00Yes (X)$34,023$372,369$59,91737.50
RHONDA TAIRA
MANAGING DIRECTOR37.50$173,881$0$18,095Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$207,904TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$372,369TotReportableCompRltdOrgAmt
Total Other Compensation$78,012TotalOtherCompensationAmt
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$54,000RelatedOrganizationsAmt
All Other Contributions$9,125,750AllOtherContributionsAmt
Total Contributions$9,179,750TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE & APPLICATION FEESDesc
Business611710BusinessCd
Total Revenue Column$908,633TotalRevenueColumnAmt
Related Or Exempt Func Income$908,633RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$908,633TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,068TotalRevenueColumnAmt
Exclusion$7,068ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,095,451TotalRevenueColumnAmt
Related Or Exempt Func Income$908,633RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$7,068ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,752,208TotalAmt
Program Services$7,752,208ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$229,401TotalAmt
Program Services$229,401ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$122,838TotalAmt
Program Services$115,840ProgramServicesAmt
Management And General$6,998ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,482TotalAmt
Program Services$11,882ProgramServicesAmt
Management And General$600ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$14,394TotalAmt
Program Services$14,394ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$22,376TotalAmt
Program Services$21,846ProgramServicesAmt
Management And General$530ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$19,496TotalAmt
Management And General$19,496ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,890TotalAmt
Management And General$1,890ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,991TotalAmt
Management And General$3,991ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,810TotalAmt
Management And General$9,810ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$31,079TotalAmt
Program Services$31,079ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$45TotalAmt
Management And General$45ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$492TotalAmt
Management And General$492ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$864TotalAmt
Management And General$864ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,737TotalAmt
Management And General$1,737ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,223,103TotalAmt
Program Services$8,176,650ProgramServicesAmt
Management And General$46,453ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,245,877BOYAmt
EOY$6,776,572EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,050,000BOYAmt
EOY$250,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,765BOYAmt
EOY$1,778EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,615LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,773BOYAmt
EOY$1,909EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,309,415BOYAmt
EOY$7,030,259EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$124,456BOYAmt
EOY$93,837EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,110,975BOYAmt
EOY$3,990,090EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,235,431BOYAmt
EOY$4,083,927EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$160,641BOYAmt
EOY$659,447EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$913,343BOYAmt
EOY$2,286,885EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,073,984BOYAmt
EOY$2,946,332EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,309,415BOYAmt
EOY$7,030,259EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,872,348ReconcilationRevenueExpnssAmt
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$3,259,772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,446,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,396,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,068,160CurrentTaxYearMinus1YearAmt
Current Tax Year$9,179,750CurrentTaxYearAmt
Total$19,350,429TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,259,772CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,446,337CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,396,410CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,068,160CurrentTaxYearMinus1YearAmt
Current Tax Year$9,179,750CurrentTaxYearAmt
Total$19,350,429TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,140,732SubstantialContributorsTotAmt
Public Support Total170$2,209,697PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$569CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,157CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,861CurrentTaxYearMinus1YearAmt
Current Tax Year$7,068CurrentTaxYearAmt
Total$15,755TotalAmt
FieldValueIRS element (for citing)
Total Support$19,366,184TotalSupportAmt
Public Support CY1700.11410PublicSupportCY170Pct
Public Support PY1700.11810PublicSupportPY170Pct
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, 2020 AND 2019 IS 11.14% AND 11.81%, 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$6,524OtherCostOrOtherBasisAmt
Depreciation$4,615DepreciationAmt
Book Value$1,909BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,909TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$10,095,451TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$10,095,451RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,095,451TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,223,103TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,223,103ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,223,103TotalExpensesPerForm990Amt

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 (76 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
MASSACHUSETTS GENERAL HOSPITAL
55 FRUIT ST YAWKEY 3BBOSTONMA02114041564655501(C)(3)$440,000FELLOWSHIPS
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115042312909501(C)(3)$100,000FELLOWSHIPS
ORTHOPEDIC CLINICAL ASSOCIATES INC
91 PARKER HILL AVEBOSTONMA02120042562362501(C)(3)$70,000FELLOWSHIPS
BOSTON CHILDREN'S HOSPITAL (PEDIATRICS)
300 LONGWOOD AVEBOSTONMA02115042943146501(C)(3)$38,000FELLOWSHIPS
BOSTON CHILDREN'S HOSPITAL-DIVISION OF SPORTS MEDICINE
401 PARK DRIVE SUITE 602BOSTONMA02215042970129501(C)(3)$52,000FELLOWSHIPS
NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP
535 EAST 70TH STREETNEW YORKNY10021131624135501(C)(3)$467,400FELLOWSHIPS
SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
1275 YORK AVENUENEW YORKNY10065131624182501(C)(3)$75,000FELLOWSHIPS
NYU SCHOOL OF MEDICINE
PO BOX 415026BOSTONMA02241135562308501(C)(3)$312,400FELLOWSHIPS
ICAHN SCHOOL OF MEDICINE
5 EAST 98TH STREET 9TH FLOOR BOXNEW YORKNY10029136171197501(C)(3)$55,000FELLOWSHIPS1188
UNIVERSITY OF ROCHESTER DEPARTMENT OF ORTHOPAEDIC SURGERY
601 ELMWOOD AVE BOX 665ROSHESTERNY14642160743209501(C)(3)$75,000FELLOWSHIPS
TRIA ORTHOPAEDIC CENTER
8100 NORTHLAND DRIVEBLOOMINGTONMN55431200033919501(C)(3)$52,000FELLOWSHIPS
THE ORTHOPAEDIC FOUNDATION (THE ROTHMAN INSTITUTE)
125 S 9TH STREET SHERIDAN BUILDINGPHILADELPHIAPA19107222620085501(C)(3)$210,000FELLOWSHIPSSUITE 1000
HAND REHABILITATION FOUNDATION
120 HUNTINGDON PIKE SUITE 100ROCKLEDGEPA19046232000134501(C)(3)$60,000FELLOWSHIPS
PENN STATE UNIVERSITY COLLEGE OF MEDICINE (F&A AND TRAUMA)
500 UNIVERSITY DRIVE MC230HERSHEYPA17033246000376501(C)(3)$110,000FELLOWSHIPS
CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVECINCINNATIOH45229310833936501(C)(3)$32,000FELLOWSHIPS
THE OHIO STATE UNIVERSITY FDN
376 W 10TH AVECOLUMBUSOH43210311145986501(C)(3)$85,750FELLOWSHIPS
ORTHOPAEDIC SPECIALTY INSTITUTE (HOAG HOSPITAL FOUNDATION) (AR & SPINE)
280 S MAIN STREETORANGECA92686330905995501(C)(3)$58,000FELLOWSHIPS
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195340714585501(C)(3)$115,000FELLOWSHIPS
VANDERBILT UNIVERSITY MED CTR
DEPT 1236 PO BOX 121236DALLASTX75312352528741501(C)(3)$293,000FELLOWSHIPS
INDIANA UNIVERSITY LOWER EXTREMITY ADULT RECONSTRUCTION FELLOWSHIP
PO BOX 66057INDIANAPOLISIN46266356001673501(C)(3)$70,000FELLOWSHIPS
NORTHSHORE UNIVERSITY HEALTHSYSTEM
1033 UNIVERSITY PLACE SUITE 450EVANSTONIL60201362167060501(C)(3)$48,000FELLOWSHIPS
RUSH UNIVERSITY MEDICAL CENTER (AR)
1700 W VAN BURENCHICAGOIL60657362174823501(C)(3)$135,000FELLOWSHIPS
BEAUMONT HEALTH FOUNDATION
3535 W 13 MILE ROAD SUITE 744ROYAL OAKMI48073364852171501(C)(3)$70,000FELLOWSHIPS
REGENTS OF THE UNIVERSITY OF MINNESOTA
200 OAK ST SEMINNEAPOLISMI55455416007513501(C)(3)$188,000FELLOWSHIPS
MAYO CLINIC ROCHESTER
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$352,250FELLOWSHIPS
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUEST LOUISMO63112430653611501(C)(3)$410,000FELLOWSHIPS
THE CURATORS OF THE UNIVERSITY OF MISSOURI
115 BUSINESS LOOP 70W MIZZOU NORTHCOLUMBIAMO65211436003859501(C)(3)$110,000FELLOWSHIPSROOM 501
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215520486540501(C)(3)$58,000FELLOWSHIPS
UNION MEMORIAL HOSPITAL
201 EUNIVERSITY PKYBALTIMOREMD21218520591685501(C)(3)$200,900FELLOWSHIPS
JOHNS HOPKINS UNIVERSITY SOM
3910 KESWICK ROAD N4327BBALTIMOREMD21211520595110501(C)(3)$102,200FELLOWSHIPS
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION
110 S PACA STREETBALTIMOREMD21201522238893501(C)(3)$100,000FELLOWSHIPS
CARILION MEDICAL CENTER
1906 BELLEVIEW AVEROANOKEVA24014540506332501(C)(3)$97,280FELLOWSHIPS
ANDERSON CLINIC POST-GRADUATE MEDICAL EDUCATION FOUNDATION
PO BOX 7088ALEXANDRIAVA22307541632197501(C)(3)$65,000FELLOWSHIPS
UNIVERSITY OF VIRGINIA DEPARTMENT OF ORTHOPAEDIC SURGERY FOOT AND ANKLE FEL
PO BOX 400195CHARLOTTESVILLEVA22904546001796501(C)(3)$87,000FELLOWSHIPS
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
PO BOX 6005MORGANTOWNWV26506550665758501(C)(3)$65,000FELLOWSHIPS
DUKE UNIVERSITY (AR AND F&A)
DUMC BOX 3000DURHAMNC27710560532129501(C)(3)$75,000FELLOWSHIPS
ORTHOCAROLINA (AR)
2001 VAIL AVENUECHARLOTTESVILLENC28207561093722501(C)(3)$72,000FELLOWSHIPS
UNIV OF NORTH CAROLINA - CH
102 MASON FARM RD 2ND FLOORCHAPEL HILLNC27599566001393501(C)(3)$20,000FELLOWSHIPS
ATRIUM HEALTH FOUNDATION
PO BOX 32861CHARLOTTESVILLENC28232566060481501(C)(3)$75,000FELLOWSHIPS
EMORY UNIVERSITY
59 EXECUTIVE PARK SOUTHATLANTAGA30329580566256501(C)(3)$70,000FELLOWSHIPS
THE HUGHSTON FOUNDATION INC
PO BOX 9517COLUMBUSGA31908581354127501(C)(3)$35,000FELLOWSHIPS
UNIVERSITY OF MIAMI
1120 NW 14TH ST SUITE 1259MIAMIFL33136590624458501(C)(3)$58,000FELLOWSHIPS
FOUNDATION FOR ORTHOPAEDIC RESEARCH AND EDUCATION (AR)
13020 N TELECOM PARKWAYTAMPAFL33637593555349501(C)(3)$55,000FELLOWSHIPS
UNIVERSITY OF FLORIDA
207 GRINTER HALL PO BOX 115500GAINESVILLEFL32611596002052501(C)(3)$235,000FELLOWSHIPS
UNIVERSITY OF LOUISVILLE (FOUNDATION) DEPARTMENT OF ORTHOPAEDIC SURGERY
550 S JACKSON ST- ACBLOUISVILLEKY40292611029626501(C)(3)$65,000FELLOWSHIPS
THE CAMPBELL FOUNDATION
1400 S GERMANTOWN ROADGERMANTOWNTN38138620548038501(C)(3)$147,000FELLOWSHIPS
UNIVERSITY OF ALABAMA AT BIRMINGHAM (F&A)
1313 13TH STREET SOUTHBIRMINGHAMAL35205636005396501(C)(3)$60,000FELLOWSHIPS
UTHEALTH (UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON) (TRAUMA)
P O BOX 301418DALLASTX75303741761309501(C)(3)$195,000FELLOWSHIPS
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREETDALLASTX75219750818178501(C)(3)$32,000FELLOWSHIPS
BAYLOR HEALTH CARE SYSTEM FOUNDATION (F&A)
3600 GASTON AVE SUITE 100DALLASTX75246751606705501(C)(3)$68,000FELLOWSHIPS
TEXAS EDUCATION & RESEARCH FOUNDATION FOR SHOULDER & ELBOW SURGERY
7401 S MAIN STREETHOUSTONTX77030821438713501(C)(3)$50,000FELLOWSHIPS
CINCINNATI SHOULDER & ELBOW RESEARCH & EDUCATION FOUNDATION
4701 CREEK RD 110CINCINNATIOH45242822840237501(C)(3)$35,000FELLOWSHIPS
UNIVERSITY OF COLORADO DENVER
PO BOX 910238DENVERCO80291846000555501(C)(3)$106,000FELLOWSHIPS
UNIVERSITY OF UTAH
590 WAKARA WAYSALT LAKE CITYUT84108876000525501(C)(3)$58,000FELLOWSHIPS
MUSCULOSKELETAL ORGANIZATION FOR RESEARCH AND EDUCATION
555 NORTH ARLINGTON AVERENONV89523880278047501(C)(3)$83,000FELLOWSHIPS
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVECHICAGOIL60693916001537501(C)(3)$110,000FELLOWSHIPS
STANFORD UNIVERSITY SCHOOL OF MEDICINE
450 BROADWAY STREETREDWOOD CITYCA94063941156365501(C)(3)$132,000FELLOWSHIPS
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94141943189424501(C)(3)$70,000FELLOWSHIPS
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO (ARSPINESPORTS)
1855 FOLSOM STREETSAN FRANCISCOCA94143946036493501(C)(3)$50,000FELLOWSHIPS
REGENTS OF THE UNIV CA DAVIS
PO BOX 989062WEST SACRAMENTOCA95798946036494501(C)(3)$100,000FELLOWSHIPS
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS97LOS ANGELESCA90027951690977501(C)(3)$25,100FELLOWSHIPS
CHILDREN'S SPECIALISTS OF SAN DIEGO AMGRADY CHILDREN'S HOSPITAL
3020 CHILDRENS WAY MC 5062SAN DIEGOCA92123953255175501(C)(3)$43,000FELLOWSHIPS
KERLAN JOBE ORTHOPAEDIC FOUNDATION
6801 PARK TERRACE SUITE 140LOS ANGELESCA90045954707606501(C)(3)$52,000FELLOWSHIPS
UNIVERSITY OF CALIFORNIA SAN DIEGO (AR AND SPINE)
200 W ARBOR DRIVE 8894SAN DIEGOCA92103956006144501(C)(3)$35,000FELLOWSHIPS
MONTEFIORE MEDICAL CENTER
1250 WATERS PLACE 11TH FLOORBRONXNY10461131740114501(C)(3)$12,000FELLOWSHIPS
VIRTUA W JERSEY HEALTH SYSTEM
303 LIPPINCOTT DRIVE 4TH FLOORMARLTONNJ08053210634532501(C)(3)$39,800FELLOWSHIPSFOUNDATION
UNIVERSITY HOSPITALS CLEVELAND MEDICAL CENTER
11100 EUCLID AVE MCCO-5062CLEVELANDOH44106341567805501(C)(3)$43,000FELLOWSHIPS
BAPTIST HEALTH SOUTH FL FOUNDATION
6855 RED ROAD SUITE 600CORAL GABLESFL33146591923401501(C)(3)$65,000FELLOWSHIPS
FLORIDA ORTHOPAEDIC INSTITUTE
13020 N TELECOM PARKWAYTAMPAFL33637592929608501(C)(3)$130,000FELLOWSHIPS
UNIVERSITY OF TEXAS AT AUSTIN
1701 TRINITY STREET STOP Z0800AUSTINTX78712746000203501(C)(3)$65,000FELLOWSHIPS
PRISMA HEALTH - UPSTATE
605 GROVE ROADGREENVILLESC29605811723202501(C)(3)$26,550FELLOWSHIPS
TCO FOUNDATION
4010 WEST 65TH STREETEDINAMN55435830435069501(C)(3)$30,000FELLOWSHIPS
DENVER HEALTH
777 BANNOCK ST MC0188DENVERCO80204841343242501(C)(3)$35,000FELLOWSHIPS
SWEDISH MEDICAL CENTER FOUNDATION
747 BROADWAYSEATTLEWA98122910983214501(C)(3)$24,000FELLOWSHIPS
UNIVERSITY OF SOUTHERN CALIFORNIA
UNIVERSITY PARK CAMPUS UGB 102LOS ANGELESCA90089951642394501(C)(3)$50,000FELLOWSHIPS
UC REGENTS
10833 LE CONTE AVENUELOS ANGELESCA90095956006143501(C)(3)$48,000FELLOWSHIPS
FieldValueIRS element (for citing)
Total501c3 Org76Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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 THREE 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$34,023$340,226$0$32,143$0$0$3,402$37,237$0$19,278$37,425$428,884$0$0
RHONDA TAIRA
MANAGING DIRECTOR$170,381$0$3,500$0$0$0$17,232$0$863$0$191,976$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 (9 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.
FORM 990, PART VIII, LINE 1DDURING 2020, THE AMERICAN ORTHOPAEDIC ASSOCIATION (AOA) RECEIVED A LOAN THAT WAS FORGIVEN THROUGH THE PAYCHECK PROTECTION PROGRAM (PPP). OF THIS AMOUNT, $54,000 WAS ALLOCATED TO OMEGA TO COVER THE PROPORTIONATE SHARE OF RELATED PAYROLL COSTS THAT ARE ELIGIBLE UNDER THE PROGRAM.

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$54,000InvolvedAmt
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 2 (1)DURING 2020, AOA RECEIVED A LOAN THAT WAS FORGIVEN THROUGH THE PAYCHECK PROTECTION PROGRAM (PPP). OF THIS AMOUNT, $54,000 WAS ALLOCATED TO OMEGA TO COVER THE PROPORTIONATE SHARE OF RELATED PAYROLL COSTS THAT ARE ELIGIBLE UNDER THE PROGRAM. AOA ADMINISTERS THE ELIGIBLE PAYROLL AND BENEFIT COSTS FOR OMEGA STAFF.