JACKSON ORTHOPAEDIC FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON ORTHOPAEDIC FOUNDATION (EIN 94-3312751)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349205436
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:44:01-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824488365 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rose Y C Huie & Vivian Chen CPAs Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 8th St 2B | AddressLine1Txt |
| City | Oakland | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | KATHLEEN A GEIER DNP | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN A GEIER | PersonFirstNm |
| Person Last | DNP | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Vivian Chen CPA | PreparerPersonNm |
| PTIN | P01559539 | PTIN |
| Phone | 5102516228 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 |
| Gross Receipts | $58,983 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $44,721 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $14,262 | ProgramServiceRevenueAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $58,983 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $33,536 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $14,559 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $5 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $7,423 | OtherExpensesTotalAmt |
| Total Expenses | $55,523 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,460 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $41,937 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,397 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,163 | BOYAmt |
| EOY | $39,208 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,040 | BOYAmt |
| EOY | $1,981 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,084 | BOYAmt |
| EOY | $4,462 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,287 | BOYAmt |
| EOY | $45,651 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350 | BOYAmt |
| EOY | $254 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,937 | BOYAmt |
| EOY | $45,397 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | Education, research, and service aimed at improving the lives of people with musculoskeletal conditions. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | During 2020 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.Individual education was provided on an as-needed basis to clients/patients seeking health care information about their musculoskeletal conditions. This education was provided by volunteer licensed health care professionals.Provider Education Programs:Provided local nursing continuing education programs, primarily online and via teleconferencing due to COVID19 restrictions.Principals of the organization presented talks at state and national level, representing the mission and goals of the foundation. These were also conducted remotely via teleconferencing because of the restrictions of the 2020 COVID pandemic.Collaborated with local university to continue development and to provide courses that are based on established curriculum for orthopedic primary care program.Revised and further edited 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.Developed 4 new online musculoskeletal Mini-Courses based on existing Orthopedic Primary Care curriculum. These courses are designed to prepare clinicians to diagnose and manage common musculoskeletal conditions in primary care settings. Provided 5-week summer intern program for 4 college students.Service Programs Recycled DME for patients in need, including gently used crutches, walkers, braces & splints.ResearchResearch initiated for Phase III of NP Musculoskeletal Knowledge, Competence, and Confidence Study, The Adequacy of Nurse Practitioner Education in Musculoskeletal Medicine. | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $208 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $208 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PETER SLABAUGH MD | ||
| MED. DIRECTOR | 4.00 | $0 |
| CATHERINE MATTHEWS RN | ||
| CHAIRPERSON | 3.00 | $0 |
| KATHLEEN A GEIER DNP | ||
| SEC.&ACT. TREAS | 20.00 | $0 |
| JUSTIN CLARK SOC CHANGE CONS | ||
| BOARD MEMBER | 10.00 | $0 |
| JERRALD GOLDMAN MD | ||
| EX-OFF BOARD ME | 0.50 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN A GEIER | 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 | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | 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 | $6,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,736 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,221 | CurrentTaxYearAmt |
| Total | $93,255 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $44,975 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $43,525 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,262 | CurrentTaxYearAmt |
| Total | $132,037 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,483 | CurrentTaxYearAmt |
| Total | $225,292 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $7,947 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $5,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Total | $10,000 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,847 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,000 | CurrentTaxYearMinus1YearAmt |
| Total | $17,947 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $207,345 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $62,261 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,939 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,483 | CurrentTaxYearAmt |
| Total | $225,292 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90260 | PublicSupportPY509Pct |
| 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 (18 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1009 | Depreciation $2681 |
| Other Expenses.1012 | Insurance $1154 |
| Other Expenses.1 | INTERNET SERVICE $1369 |
| Other Expenses.2 | WEB EXPENSE $550 |
| Other Expenses.3 | SOFTWARE $515 |
| Other Expenses.4 | UNIFORM $323 |
| Other Expenses.5 | TELEPHONE & TELECOMMUNICATIONS $248 |
| Other Expenses.6 | WEBHOSTING $177 |
| Other Expenses.7 | CREDIT CARD CHARGES $95 |
| Other Expenses.8 | PAYPAL TRANSACTION FEE $91 |
| Other Expenses.9 | PARTNER FEE $66 |
| Other Expenses.10 | GIFT $56 |
| Other Expenses.11 | PROGRAM SUPPLIES $41 |
| Other Expenses.12 | BANK CHARGE $32 |
| Other Expenses.13 | LICENSE & PERMIT $25 |
| Other Assets.1003 | Machinery and Equipment - Beginning $5317 Machinery and Equipment - Ending $2695 |
| Other Assets.1 | SECURITY DEPOSIT - Beginning $1767 SECURITY DEPOSIT - Ending $1767 |
| Total Liabilities.1 | CREDIT CARDS - AMERICAN EXPRESS - Beginning $350 CREDIT CARDS - AMERICAN EXPRESS - Ending $254 |