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OMEGA MEDICAL GRANTS ASSOCIATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
OMEGA MEDICAL GRANTS ASSOCIATION (EIN 27-0383913)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-01
IRS object ID
202012459349301651
Schema version
2019v5.1
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)
Return2020-09-01T15:21:08-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-08-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES R THOMASPreparerPersonNm
PTINP00095586PTIN
Phone6305738600PhoneNum
Preparation2020-08-19PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.137.57.251IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-20IPDt
IP Tm11:24:25IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEA1A32499A0D1F25B9B4EBEAB70BC401AE8DEE75AtSubmissionCreationDeviceId
At Submission Filing Device Id8A84A6FA9340272F3455BE20DA9A7FE385B25F7FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-06 18:47:13ZBuildTS

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$2,417,581GrossReceiptsAmt
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 Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,396,410PYContributionsGrantsAmt
CY Contributions Grants$2,068,160CYContributionsGrantsAmt
PY Program Service Revenue$404,437PYProgramServiceRevenueAmt
CY Program Service Revenue$345,560CYProgramServiceRevenueAmt
PY Investment Income$4,157PYInvestmentIncomeAmt
CY Investment Income$3,861CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,805,004PYTotalRevenueAmt
CY Total Revenue$2,417,581CYTotalRevenueAmt
PY Grants And Similar Paid$2,496,531PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,205,860CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$350,409PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$378,758CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$83,692PYOtherExpensesAmt
CY Other Expenses$75,592CYOtherExpensesAmt
PY Total Expenses$2,930,632PYTotalExpensesAmt
CY Total Expenses$2,660,210CYTotalExpensesAmt
PY Revenues Less Expenses-$125,628PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$242,629CYRevenuesLessExpensesAmt
Total Assets BOY$2,662,972TotalAssetsBOYAmt
Total Assets EOY$2,309,415TotalAssetsEOYAmt
Total Liabilities BOY$1,346,359TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,235,431TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,316,613NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,073,984NetAssetsOrFundBalancesEOYAmt
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$2,606,030ExpenseAmt
Grant$2,205,860GrantAmt
Revenue$345,560RevenueAmt
DescFINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIP. THE MEDICAL GRANTS PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTALING $2,068,160 IN 2019.Desc
Total Program Service Expenses$2,606,030TotalProgramServiceExpensesAmt
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
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 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 WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeInd
REX C HAYDON MD
PRESIDENT2.000.00Yes (X)Yes (X)$0$0$0
JULIE Y BISHOP MD
TREASURER2.000.00Yes (X)Yes (X)$0$0$0
LANGDON A HARSTOCK MD
SECRETARY2.000.00Yes (X)Yes (X)$0$0$0
KEVIN P BLACK MD
DIRECTOR2.000.00Yes (X)$0$0$0
R DALE BLASIER MD
DIRECTOR2.000.00Yes (X)$0$0$0
JOHN C ELFAR MD
DIRECTOR2.000.00Yes (X)$0$0$0
RICHARD J D'ASCOLI MD
DIRECTOR2.000.00Yes (X)$0$0$0
WAYNE J SEBASTIANELLI MD
DIRECTOR2.000.00Yes (X)$0$0$0
KRISTIN OLDS GLAVIN ESQ
EXECUTIVE DIRECTOR5.0037.50Yes (X)$31,487$347,314$62,399
RHONDA TAIRA
MANAGING DIRECTOR37.500.00$161,845$0$16,829Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$193,332TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$347,314TotReportableCompRltdOrgAmt
Total Other Compensation$79,228TotalOtherCompensationAmt
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
All Other Contributions$2,068,160AllOtherContributionsAmt
Total Contributions$2,068,160TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescADMINISTRATIVE & APPLIDesc
Business611710BusinessCd
Total Revenue Column$345,560TotalRevenueColumnAmt
Related Or Exempt Func Income$345,560RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$345,560TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,861TotalRevenueColumnAmt
Exclusion$3,861ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,417,581TotalRevenueColumnAmt
Related Or Exempt Func Income$345,560RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,861ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,205,860TotalAmt
Program Services$2,205,860ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$213,310TotalAmt
Program Services$208,830ProgramServicesAmt
Management And General$4,480ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$117,613TotalAmt
Program Services$115,143ProgramServicesAmt
Management And General$2,470ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$8,721TotalAmt
Program Services$8,538ProgramServicesAmt
Management And General$183ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$17,149TotalAmt
Program Services$16,807ProgramServicesAmt
Management And General$342ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$21,965TotalAmt
Program Services$21,504ProgramServicesAmt
Management And General$461ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,498TotalAmt
Management And General$17,498ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$1,894TotalAmt
Management And General$1,894ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,799TotalAmt
Management And General$5,799ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$8,783TotalAmt
Management And General$8,783ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$29,348TotalAmt
Program Services$29,348ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,115TotalAmt
Management And General$7,115ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,212TotalAmt
Management And General$2,212ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,250TotalAmt
Management And General$1,250ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,693TotalAmt
Management And General$1,693ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,660,210TotalAmt
Program Services$2,606,030ProgramServicesAmt
Management And General$54,180ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,592,292BOYAmt
EOY$1,245,877EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$16,657BOYAmt
EOY$10,765EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$6,524LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,751LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,023BOYAmt
EOY$2,773EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,662,972BOYAmt
EOY$2,309,415EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$84,769BOYAmt
EOY$124,456EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,261,590BOYAmt
EOY$1,110,975EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,346,359BOYAmt
EOY$1,235,431EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$265,570BOYAmt
EOY$160,641EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,051,043BOYAmt
EOY$913,343EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,316,613BOYAmt
EOY$1,073,984EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,662,972BOYAmt
EOY$2,309,415EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$242,629ReconcilationRevenueExpnssAmt
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$1,065,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,259,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,446,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,396,410CurrentTaxYearMinus1YearAmt
Current Tax Year$2,068,160CurrentTaxYearAmt
Total$11,236,195TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,065,516CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,259,772CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,446,337CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,396,410CurrentTaxYearMinus1YearAmt
Current Tax Year$2,068,160CurrentTaxYearAmt
Total$11,236,195TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$9,908,093SubstantialContributorsTotAmt
Public Support Total170$1,328,102PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$111CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$100CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,157CurrentTaxYearMinus1YearAmt
Current Tax Year$3,861CurrentTaxYearAmt
Total$8,798TotalAmt
FieldValueIRS element (for citing)
Total Support$11,244,993TotalSupportAmt
Public Support CY1700.11810PublicSupportCY170Pct
Public Support PY1700.13270PublicSupportPY170Pct
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, 2019 AND 2018 IS 11.81% AND 13.27%, 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$3,751DepreciationAmt
Book Value$2,773BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,773TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,417,581TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,417,581RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,417,581TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,660,210TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,660,210ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,660,210TotalExpensesPerForm990Amt

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 (66 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)$86,550FELLOWSHIPS
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STBOSTONMA02115042312909501(C)(3)$54,000FELLOWSHIPS
ORTHOPEDIC CLINICAL ASSOCIATES INC
91 PARKER HILL AVEBOSTONMA02120042562362501(C)(3)$24,000FELLOWSHIPS
BOSTON CHILDREN'S HOSPITAL (PEDIATRICS)
300 LONGWOOD AVEBOSTONMA02115042943146501(C)(3)$15,000FELLOWSHIPS
BOSTON CHILDREN'S HOSPITAL-DIVISION OF SPORTS MEDICINE
401 PARK DRIVE SUITE 602BOSTONMA02215042970129501(C)(3)$17,500FELLOWSHIPS
NEW YORK SOCIETY FOR THE RELIEF OF RUPTURED & CRIPPLED MAINTAINING THE HOSP
535 EAST 70TH STREETNEW YORKNY10021131624135501(C)(3)$154,830FELLOWSHIPS
SLOAN-KETTERING INSTITUTE FOR CANCER RESEARCH
1275 YORK AVENUENEW YORKNY10065131624182501(C)(3)$20,000FELLOWSHIPS
NYU SCHOOL OF MEDICINE
PO BOX 415026BOSTONMA02241135562308501(C)(3)$99,425FELLOWSHIPS
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NY (AR)
P O BOX 29789NEW YORKNY10087135598093501(C)(3)$37,000FELLOWSHIPS
ICAHN SCHOOL OF MEDICINE
5 EAST 98TH STREET 9TH FLOOR BOXNEW YORKNY10029136171197501(C)(3)$30,200FELLOWSHIPS1188
UNIVERSITY OF ROCHESTER DEPARTMENT OF ORTHOPAEDIC SURGERY
601 ELMWOOD AVE BOX 665ROSHESTERNY14642160743209501(C)(3)$15,000FELLOWSHIPS
TRIA ORTHOPAEDIC CENTER
8100 NORTHLAND DRIVEBLOOMINGTONMN55431200033919501(C)(3)$16,500FELLOWSHIPS
THE ORTHOPAEDIC FOUNDATION (THE ROTHMAN INSTITUTE)
125 S 9TH STREET SHERIDAN BUILDINGPHILADELPHIAPA19107222620085501(C)(3)$58,330FELLOWSHIPSSUITE 1000
HAND REHABILITATION FOUNDATION
120 HUNTINGDON PIKE SUITE 100ROCKLEDGEPA19046232000134501(C)(3)$17,665FELLOWSHIPS
PENN STATE UNIVERSITY COLLEGE OF MEDICINE (F&A AND TRAUMA)
500 UNIVERSITY DRIVE MC230HERSHEYPA17033246000376501(C)(3)$30,500FELLOWSHIPS
CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER
3333 BURNET AVECINCINNATIOH45229310833936501(C)(3)$20,400FELLOWSHIPS
THE OHIO STATE UNIVERSITY FDN
376 W 10TH AVECOLUMBUSOH43210311145986501(C)(3)$24,300FELLOWSHIPS
ORTHOPAEDIC SPECIALTY INSTITUTE (HOAG HOSPITAL FOUNDATION) (AR & SPINE)
280 S MAIN STREETORANGECA92686330905995501(C)(3)$24,000FELLOWSHIPS
CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVECLEVELANDOH44195340714585501(C)(3)$31,000FELLOWSHIPS
VANDERBILT UNIVERSITY MED CTR
DEPT 1236 PO BOX 121236DALLASTX75312352528741501(C)(3)$65,950FELLOWSHIPS
INDIANA UNIVERSITY LOWER EXTREMITY ADULT RECONSTRUCTION FELLOWSHIP
PO BOX 66057INDIANAPOLISIN46266356001673501(C)(3)$33,700FELLOWSHIPS
NORTHSHORE UNIVERSITY HEALTHSYSTEM
1033 UNIVERSITY PLACE SUITE 450EVANSTONIL60201362167060501(C)(3)$17,000FELLOWSHIPS
RUSH UNIVERSITY MEDICAL CENTER (AR)
1700 W VAN BURENCHICAGOIL60657362174823501(C)(3)$37,000FELLOWSHIPS
WILLIAM BEAUMONT HOSPITAL
3535 W 13 MILE ROAD SUITE 744ROYAL OAKMI48073381459362501(C)(3)$18,000FELLOWSHIPS
REGENTS OF THE UNIVERSITY OF MINNESOTA
200 OAK ST SEMINNEAPOLISMI55455416007513501(C)(3)$43,500FELLOWSHIPS
MAYO CLINIC ROCHESTER
200 FIRST STREET SWROCHESTERMN55905416011702501(C)(3)$86,000FELLOWSHIPS
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUEST LOUISMO63112430653611501(C)(3)$108,800FELLOWSHIPS
THE CURATORS OF THE UNIVERSITY OF MISSOURI
115 BUSINESS LOOP 70W MIZZOU NORTHCOLUMBIAMO65211436003859501(C)(3)$33,500FELLOWSHIPSROOM 501
SINAI HOSPITAL OF BALTIMORE INC
2401 WEST BELVEDERE AVENUEBALTIMOREMD21215520486540501(C)(3)$27,500FELLOWSHIPS
THE INSTITUTE FOR FOOT AND ANKLE RECONSTRUCTION AT MERCY
301 ST PAUL PLACEBALTIMOREMD21202520591658501(C)(3)$15,300FELLOWSHIPS
UNION MEMORIAL HOSPITAL
201 EUNIVERSITY PKYBALTIMOREMD21218520591685501(C)(3)$32,500FELLOWSHIPS
JOHNS HOPKINS UNIVERSITY SOM
3910 KESWICK ROAD N4327BBALTIMOREMD21211520595110501(C)(3)$37,000FELLOWSHIPS
UNIVERSITY OF MARYLAND MEDICAL SYSTEM FOUNDATION
110 S PACA STREETBALTIMOREMD21201522238893501(C)(3)$44,700FELLOWSHIPS
CARILION MEDICAL CENTER
1906 BELLEVIEW AVEROANOKEVA24014540506332501(C)(3)$33,700FELLOWSHIPS
ANDERSON CLINIC POST-GRADUATE MEDICAL EDUCATION FOUNDATION
PO BOX 7088ALEXANDRIAVA22307541632197501(C)(3)$24,000FELLOWSHIPS
UNIVERSITY OF VIRGINIA DEPARTMENT OF ORTHOPAEDIC SURGERY FOOT AND ANKLE FEL
PO BOX 400195CHARLOTTESVILLEVA22904546001796501(C)(3)$12,400FELLOWSHIPS
WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION
PO BOX 6005MORGANTOWNWV26506550665758501(C)(3)$27,500FELLOWSHIPS
DUKE UNIVERSITY (AR AND F&A)
DUMC BOX 3000DURHAMNC27710560532129501(C)(3)$33,700FELLOWSHIPS
ORTHOCAROLINA (AR)
2001 VAIL AVENUECHARLOTTESVILLENC28207561093722501(C)(3)$24,000FELLOWSHIPS
UNIV OF NORTH CAROLINA - CH
102 MASON FARM RD 2ND FLOORCHAPEL HILLNC27599566001393501(C)(3)$12,800FELLOWSHIPS
ATRIUM HEALTH FOUNDATION
PO BOX 32861CHARLOTTESVILLENC28232566060481501(C)(3)$16,000FELLOWSHIPS
EMORY UNIVERSITY
59 EXECUTIVE PARK SOUTHATLANTAGA30329580566256501(C)(3)$27,500FELLOWSHIPS
GEORGIA ORTHOPAEDIC TRAUMA INSTITUTE
840 PINE STREET STE 500MACONGA31201582307485501(C)(3)$13,500FELLOWSHIPS
CHILDREN'S HEALTHCARE OF ATLANTA
1600 TULLIE CIRCLEATLANTAGA30329582367819501(C)(3)$17,250FELLOWSHIPS
FOUNDATION FOR ORTHOPAEDIC RESEARCH AND EDUCATION (AR)
13020 N TELECOM PARKWAYTAMPAFL33637593555349501(C)(3)$38,500FELLOWSHIPS
UNIVERSITY OF FLORIDA
207 GRINTER HALL PO BOX 115500GAINESVILLEFL32611596002052501(C)(3)$77,700FELLOWSHIPS
UNIVERSITY OF LOUISVILLE (FOUNDATION) DEPARTMENT OF ORTHOPAEDIC SURGERY
550 S JACKSON ST- ACBLOUISVILLEKY40292611029626501(C)(3)$27,500FELLOWSHIPS
THE CAMPBELL FOUNDATION
1400 S GERMANTOWN ROADGERMANTOWNTN38138620548038501(C)(3)$15,300FELLOWSHIPS
UNIVERSITY OF ALABAMA AT BIRMINGHAM (F&A)
1313 13TH STREET SOUTHBIRMINGHAMAL35205636005396501(C)(3)$17,300FELLOWSHIPS
UTHEALTH (UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON) (TRAUMA)
P O BOX 301418DALLASTX75303741761309501(C)(3)$14,500FELLOWSHIPS
TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN
2222 WELBORN STREETDALLASTX75219750818178501(C)(3)$17,250FELLOWSHIPS
BAYLOR HEALTH CARE SYSTEM FOUNDATION (F&A)
3600 GASTON AVE SUITE 100DALLASTX75246751606705501(C)(3)$18,500FELLOWSHIPS
TEXAS EDUCATION & RESEARCH FOUNDATION FOR SHOULDER & ELBOW SURGERY
7401 S MAIN STREETHOUSTONTX77030821438713501(C)(3)$14,000FELLOWSHIPS
CINCINNATI SHOULDER & ELBOW RESEARCH & EDUCATION FOUNDATION
4701 CREEK RD 110CINCINNATIOH45242822840237501(C)(3)$11,000FELLOWSHIPS
UNIVERSITY OF COLORADO DENVER
PO BOX 910238DENVERCO80291846000555501(C)(3)$53,000FELLOWSHIPS
UNIVERSITY OF UTAH
590 WAKARA WAYSALT LAKE CITYUT84108876000525501(C)(3)$24,000FELLOWSHIPS
MUSCULOSKELETAL ORGANIZATION FOR RESEARCH AND EDUCATION
555 NORTH ARLINGTON AVERENONV89523880278047501(C)(3)$27,500FELLOWSHIPS
UNIVERSITY OF WASHINGTON
12455 COLLECTIONS DRIVECHICAGOIL60693916001537501(C)(3)$25,500FELLOWSHIPS
STANFORD UNIVERSITY SCHOOL OF MEDICINE
450 BROADWAY STREETREDWOOD CITYCA94063941156365501(C)(3)$47,500FELLOWSHIPS
SAN FRANCISCO GENERAL HOSPITAL FOUNDATION
PO BOX 410836SAN FRANCISCOCA94141943189424501(C)(3)$16,000FELLOWSHIPS
REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO (ARSPINESPORTS)
1855 FOLSOM STREETSAN FRANCISCOCA94143946036493501(C)(3)$15,000FELLOWSHIPS
REGENTS OF THE UNIV CA DAVIS
PO BOX 989062WEST SACRAMENTOCA95798946036494501(C)(3)$57,500FELLOWSHIPS
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD MS97LOS ANGELESCA90027951690977501(C)(3)$13,000FELLOWSHIPS
CHILDREN'S SPECIALISTS OF SAN DIEGO AMGRADY CHILDREN'S HOSPITAL
3020 CHILDRENS WAY MC 5062SAN DIEGOCA92123953255175501(C)(3)$20,400FELLOWSHIPS
KERLAN JOBE ORTHOPAEDIC FOUNDATION
6801 PARK TERRACE SUITE 140LOS ANGELESCA90045954707606501(C)(3)$16,500FELLOWSHIPS
UNIVERSITY OF CALIFORNIA SAN DIEGO (AR AND SPINE)
200 W ARBOR DRIVE 8894SAN DIEGOCA92103956006144501(C)(3)$17,000FELLOWSHIPS
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
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)
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$31,487$316,407$0$30,907$0$0$3,149$34,578$0$24,672$34,636$406,564$0$0
RHONDA TAIRA
MANAGING DIRECTOR$159,345$0$2,500$0$0$0$16,034$0$795$0$178,674$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 Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART II, COLUMN (B)FormAndLineReferenceDesc
ExplanationENGAGING THE ORTHOPAEDIC COMMUNITY TO DEVELOP LEADERS, STRATEGIES, AND RESOURCES TO GUIDE THE FUTURE OF MUSCULOSKELETAL CARE.ExplanationTxt