2019-08-13T10:47:23-05:00 2018-12-31 BDO USA LLP 330 N Wabash Suite 3200 CHICAGO IL 60611 990 2018-01-01 270383913 OMeGA Medical Grants Association % KRISTIN OLDS GLAVIN OMEG 8473187482 9400 W HIGGINS ROAD Suite 205 ROSEMONT IL 60018 REX HAYDON MD president 8473187482 2019-06-21 true Jacob Cook P01240455 3128569100 4.7.194.10 36189620192255000015 2019-08-13 P 074C6A17EEFC90B02D5C5F857F80C9A07224FA7A 5A87CDB628F42FEBEB468B67B291677CC8A0A888 2018 2019-02-21 02:37:17Z REX HAYDON MD 9400 W HIGGINS ROAD Ste 205 ROSEMONT IL 60018 2805004 false X OMEGAMEDICALGRANTS.ORG X 2010 IL OMEGA MEDICAL GRANTS ASSOCIATION AWARDS AND ADMINISTERS GRANTs FOR GRADUATE ORTHOPAEDIC MEDICAL EDUCATION. 8 8 5 20 0 2446337 2396410 408090 404437 569 4157 0 0 2854996 2805004 2728265 2496531 0 0 325497 350409 0 0 0 75436 83692 3129198 2930632 -274202 -125628 2903374 2662972 1461133 1346359 1442241 1316613 OMEGA 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. false false 2872544 2496531 404437 FINANCIAL SUPPORT OF ORTHOPAEDIC FELLOWSHIP. THE MEDICAL GRANTS PROGRAM WAS SUPPORTED ALSO BY GRANTS RECEIVED TOTAL $2,396,410 IN 2018. 2872544 true true false false false false false false false false true false false false false true true false false false true true false false false false false true false true false false false false false false false false false false false false false true false false false true 2 0 true 5 true false false false false false false false false false false false false X 8 8 false false false false true true false true true false false true true true true true true true false false IL X KRISTIN OLDS GLAVIN 8473187330 9400 W HIGGINS ROAD STE 205 ROSEMONT IL 60018 Rex Haydon MD President 2.0 0.0 X X 0 0 0 Richard D'Ascoli MD Secretary 2.0 0.0 X X 0 0 0 Julie Y Bishop MD Treasurer 2.0 0.0 X X 0 0 0 R Dale Blasier Director 2.0 0.0 X 0 0 0 John C Elfar Director 2.0 0.0 X 0 0 0 Langdon A Hartsock MD Director 2.0 0.0 X 0 0 0 James J Purtill MD Director 2.0 0.0 X 0 0 0 Wayne J Sebastianelli MD Director 2.0 0.0 X 0 0 0 Kristin Olds Glavin Esq Executive Director 5.0 37.5 X 28702 302020 54646 Rhonda Taira Managing Director 37.5 0.0 X 148904 0 22087 177606 302020 76733 1 false true false 0 2396410 2396410 ADMINISTRATIVE & APPLICATION FEES 611710 404437 404437 404437 4157 4157 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2805004 404437 4157 2069901 2069901 0 426630 426630 0 202449 199144 3305 0 115449 113564 1885 0 7290 7171 119 5333 5246 87 19888 19563 325 0 0 23415 23415 0 0 0 250 250 1330 1330 4422 4422 8907 8907 0 31325 31325 8859 8859 0 2660 2660 0 0 818 818 1606 1606 MISCELLANEOUS 100 100 2930632 2872544 58088 0 2892296 1592292 0 0 8890 1050000 0 0 0 0 0 0 0 0 0 0 0 16657 6524 2501 2188 4023 0 0 0 0 0 0 0 0 0 0 2903374 2662972 86393 84769 1374740 1261590 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1461133 1346359 X 291077 265570 1151164 1051043 0 0 1442241 1316613 2903374 2662972 -125628 X false true X true false X 2122003 1065516 3259772 2446337 2396410 11290038 0 0 2122003 1065516 3259772 2446337 2396410 11290038 9790992 1499046 201 111 100 569 4157 5138 0 0 11295176 1843892 0.13272 0.14750 X SCHEDULE A, PART II, SECTION C, LINE 17A 10% FACTS AND CIRCUMSTANCES TEST THIS 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 FROM GOVERNMENTAL 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: II) ATTRACTION OF PUBLIC SUPPORT OMEGA 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. III) PERCENTAGE OF FINANCIAL SUPPORT UNDER 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 YEAR ENDED DECEMBER 31, 2018 IS 13.27%. IV) SOURCES OF SUPPORT OMEGA 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. V) REPRESENTATIVE GOVERNING BODY OMEGA 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. VI) AVAILABILITY OF PUBLIC FACILITIES OR SERVICES; PUBLIC PARTICIPATION IN PROGRAMS OR POLICIES OMEGA 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. 6524 2501 4023 4023 0 0 X 2805004 2805004 2805004 2930632 2930632 2930632 Schedule D, Part X, line 2 the association is exempt from income taxes under section 501(c)(3) of the internal revenue code, except for net income derived from unrelated business activities. in addition, the association qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization other than a private foundation under irc section 509(a)(2). the association's income tax filings are subject to audit by various taxing authorities. in evaluating the association's activities, management believes its position of tax-exempt status is based on current facts and circumstances and there have been no uncertain positions taken related to recording income taxes. It is the policy of the Association to include penalties and interest assessed by income taxing authorities. There are no penalties or interest from taxing authorities for the years ended December 31, 2018 or 2017. true North America 0 0 Grantmaking 426630 0 0 0 0 426630 426630 North America FELLOWSHIPS 65000 Check North America FELLOWSHIP 77400 Check North America FELLOWSHIPS 49000 Check North America FELLOWSHIP 38130 Check North America FELLOWSHIP 37000 Check North America Fellowships 14000 Check North America FELLOWSHIP 27000 Check North America FELLOWSHIP 24000 Check North America FELLOWSHIP 17000 Check North America Fellowship 14000 Check North America Fellowship 13000 Check North America Fellowship 13000 Check North America Fellowship 12700 Check North America Fellowship 12700 Check North America Fellowship 12700 Check 7 8 false false false false false false Schedule F, part I, line 2 procedures for monitoring the use of grant fund: milestone and final reports are required from grant recipients. true New York Society for the Relief of Ruptured 535 East 70th St New York NY 10021 131624135 501(c)(3) 147650 Fellowships Washington University Campus Box 1034 Suite 100 St Louis MO 63112 430653611 501(c)(3) 127250 FELLOWSHIPS Mayo Clinic Rochester 200 First Street SW General Hospital Rochester MN 55905 416011702 501(c)(3) 83400 FELLOWSHIPS Massachusetts General Hospital (AR) 55 Fruit Street Barnett Tower Suite 100 Boston MA 02114 041564655 501(c)(3) 73350 FELLOWSHIPS Union Memorial Hospital 201 E University Pkwy Baltimore MD 21218 520591685 501(c)(3) 72400 FELLOWSHIPS NYU School of Medicine 550 1st Avenue Suite 410 New York NY 10016 135562308 501(c)(3) 63900 FELLOWSHIPS University of Colorado Denver PO Box 910238 FL 5 Denver CO 80204 846000555 501(c)(3) 63900 FELLOWSHIPS Brigham and Women's Hospital Inc 75 Francis Street Suite 206 Boston MA 02115 042312909 501(c)(3) 63450 FELLOWSHIPS The Orthopaedic Foundation (Rothman Inst) 925 CHESTNUT ST PHILADELPHIA PA 19107 222620085 501(c)(3) 54260 FELLOWSHIP Duke University (AR) 2301 Erwin Rd Durham NC 27710 560532129 501(c)(3) 53000 FELLOWSHIPS University of Florida 123 Grinter Hall Gainsville FL 326113001 596002052 501(c)(3) 51300 FELLOWSHIPS Regents of the University of Minnesota (AR) 1300 S 2ND ST Fl 5 Minneapolis MN 55454 416007513 501(c)(3) 50900 FELLOWSHIP Vanderbilt University Medical Center Dept at 4030 Atlanta GA 311920303 352528741 501(c)(3) 44600 FELLOWSHIP Cleveland Clinic Foundation (CC1) PO Box 931517 Ste 1200 Cleveland OH 44193 340714585 501(c)(3) 40900 FELLOWSHIP Icahn School of Medicine at Mount Sinai 1 Gustave L Levy Pl Room 250 New York NY 10029 136171197 501(c)(3) 39400 FELLOWSHIP University of Washington Schmitz Hall RM 205 Seattle WA 98195 916001537 501(c)(3) 37000 FELLOWSHIP Foundation for Orthopaedic Research and Education 13020 N Telecom Pkwy Galvez Street Temple Terr FL 33637 593555349 501(c)(3) 35400 FELLOWSHIP University of Maryland Medical System Foundation 22 S Greene St STE 101 Baltimore MD 21201 522238893 501(c)(3) 33600 FELLOWSHIP Regents of the University of California San Franc 220 Montgomery St Suite 100 San Francisco CA 94104 946036493 501(c)(3) 33500 FELLOWSHIP Trustees of Columbia University in the City of NY 622 West 113th Street New York NY 10025 135598093 501(c)(3) 33000 FELLOWSHIP Northwestern University 633 Clark St Suite 120 Evanston IL 60208 362167817 501(c)(3) 31500 FELLOWSHIP University of California Davis Medical Center (AR 2315 Stockton Blvd MC 5005 Sacramento CA 95817 946036494 501(c)(3) 30270 FELLOWSHIP Baylor Health Care System Foundation (F&A) 3600 Gaston Ave Suite 100 Dallas TX 75246 751606705 501(c)(3) 29000 FELLOWSHIP Rush University Medical Center (AR) 1700 W VAN BUREN ST 58th FL Chicago IL 60612 362174823 501(c)(3) 27000 FELLOWSHIP William Beaumont Hospital 3601 W Thirteen Mile Rd Royal Oak MI 48073 381459362 501(c)(3) 25400 FELLOWSHIP Rector & Visitors of University of VA 1001 EMMET ST N Charlottesville VA 22903 546001796 501(c)(3) 25400 FELLOWSHIP Orthopedic Clinical Associates Inc 23961 Calle de la Magdalena Suite 200 Laguna Hills CA 92653 042562362 501(c)(3) 24000 FELLOWSHIP University of Utah 201 PRESIDENTS CIR Salt Lake City UT 84112 237112869 501(c)(3) 24000 FELLOWSHIP OrthoCarolina (AR) 2001 Vail Avenue 376 W 10th Ave Charlotte NC 28207 561093722 501(c)(3) 24000 FELLOWSHIP Emory University 59 Executive Park South Atlanta GA 30329 580566256 501(c)(3) 24000 FELLOWSHIP University of Louisville (Foundation) 2215 S BROOK STREET Louisville KY 40208 611029626 501(c)(3) 24000 FELLOWSHIP Stanford University School of Medicine (AR) 326 Galvez St Box 0812 Stanford CA 94305 941156365 501(c)(3) 24000 FELLOWSHIP The Campbell Foundation 1400 S Germantown Rd Germantown TN 38138 620548038 501(C)(3) 22000 FELLOWSHIP Cedars-Sinai Medical Center (Spine) 200 N ROBERTSON BLVD Beverly Hills CA 90211 954457756 501(C)(3) 21500 FELLOWSHIP Children's Hospital of Philadelphia 34th St Civic Center Blvd PHILADELPHIA PA 19104 231352166 501(c)(3) 20420 FELLOWSHIP Boston Children's Hospital (Pediatrics) 300 Longwood Ave Boston MA 02115 042774441 501(c)(3) 20000 FELLOWSHIP Indiana University Lower Extremity 107 S Indiana Avenue Bloomington IN 474057000 356001673 501(c)(3) 20000 FELLOWSHIP Sinai Hospital of Baltimore Inc 2401 West Belvedere Avenue Baltimore MD 21215 520486540 501(c)(3) 20000 FELLOWSHIP Carilion Medical Center PO BOX 12385 Roanoke VA 24025 540506332 501(c)(3) 20000 FELLOWSHIP Texas Scottish Rite Hospital for Children 2222 Welborn Street Dallas TX 75219 750818178 501(c)(3) 20000 FELLOWSHIP Musculoskeletal Organization for Research 555 North Arlington Reno NV 89503 880278047 501(c)(3) 20000 FELLOWSHIP Johns Hopkins University SOM 1800 Orleans St Baltimore MD 21287 520595110 501(c)(3) 18000 FELLOWSHIP Anderson Clinic Post-Graduate Medical Edu 2501 PARKERS LN Alexandria VA 22306 541632197 501(c)(3) 18000 FELLOWSHIP Orthopaedic Specialty Institute 330 Placentia Avenue Newport Beach CA 92663 953222343 501(c)(3) 18000 FELLOWSHIP San Francisco General Hospital Foundation PO Box 410836 San Francisco CA 94141 943189424 501(c)(3) 17600 FELLOWSHIP Sloan-Kettering Institute for Cancer Research 1275 York Ave New York NY 10065 131624182 501(c)(3) 17000 Fellowship Cincinnati Children's Hospital Medical Center 16-1 8401 W Dodge Road Omaha NE 68114 476105603 501(c)(3) 16800 Fellowship Children's Specialists of San Diego AMGRady Chil 3020 Childrens Way San Diego CA 92123 951691313 501(c)(3) 16800 Fellowship Carolinas HealthCare Foundation Inc 208 East Blvd Charlotte NC 28203 566060481 501(c)(3) 16000 Fellowship UTHealth (Univ of Texas Health) 6431 Fannin St Houston TX 77030 741761309 501(c)(3) 15900 Fellowship The Curators of the University of Missouri 316 University Hall Columbia MO 65211 436003859 501(c)(3) 15500 Fellowship Penn State University College of Medicine (F&A an PO BOX 855 Hershey PA 17033 473769205 501(c)(3) 15500 Fellowship Texas Education & Research Foundation 7401 MAIN ST Houston TX 77030 821438713 501(c)(3) 15400 Fellowship Hand Rehabilitation Foundation 700 S HENDERSON ROAD King of Prussia PA 19406 232000134 501(c)(3) 15350 Fellowship The Ohio State University Foundation 1480 West Lane Avenue Columbus OH 43221 311145986 501(c)(3) 15350 Fellowship Stanford University School of Medicine 326 Galvez St Stanford CA 94305 520591685 501(c)(3) 15000 Fellowship Banner Health Foundation 2901 N Central Avenue Phoenix AZ 85012 942545356 501(c)(3) 14500 Fellowship University of Massachusetts Medical School 55 N Lake Ave Worcester MA 06155 043167352 501(c)(3) 13400 Fellowship UPMC Hamot 600 GRANT ST Pittsburgh PA 15219 250965387 501(c)(3) 13400 Fellowship University of Texas Health Science Center 6431 Fannin St Houston TX 77030 741761309 501(c)(3) 13000 Fellowship West Virginia University Research Corp 4650 Sunset Blvd Los Angeles CA 90027 550665758 501(c)(3) 13000 Fellowship Children's Hospital Los Angeles 9500 GILMAN DRIVE La Jolla CA 92093 951690977 501(c)(3) 13000 Fellowship University of California San Diego 9500 GILMAN DRIVE La Jolla CA 92093 956006144 501(c)(3) 13000 Fellowship UCLA Orthopaedic Fellowship Programs 100 UCLA Medical Plaza Los Angeles CA 90095 956006143 501(c)(3) 12000 Fellowship San Diego Arthroscopy & Sports Med 6719 Alvarado Road San Diego CA 92120 330102987 501(c)(3) 12000 Fellowship NorthShore University HealthSystem 1301 Central Street Evanston IL 60201 362167060 501(c)(3) 12000 Fellowship 67 Schedule I, Part I, Line 2 Programs 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 Recipients 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. false false false false false false false false false Kristin Olds Glavin Esq Executive Director 28702 287016 0 15004 0 0 2870 30361 0 21415 31572 353796 0 0 Rhonda Taira Managing Director 148904 0 0 0 0 0 14749 0 7338 0 170991 0 0 0 Schedule J, Part I, line 3 THE 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. FORM 990, PART VI, SECTION A, LINE 6 AMERICAN ORTHOPAEDIC ASSOCIATION IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A AMERICAN ORTHOPAEDIC ASSOCIATION EXECUTIVE COMMITTEE APPOINTS THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FULL BOARD OF DIRECTORS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT 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 15A American 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 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE. american orthopaedic association 9400 w higgins road ste 205 rosemont IL 60018 136118458 see part VII IL 501(c)(3) 10 na false false false false false false false false false false false false false false true true true false false false schedule r, part II, column (b) primary activity: engaging the orthopaedic community to develop leaders, strategies, and resources to guide the future of musculoskeletal care.