JACKSON ORTHOPAEDIC FOUNDATION: Form 990EZ, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JACKSON ORTHOPAEDIC FOUNDATION (EIN 94-3312751)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-14
- IRS object ID
- 201512579349200346
- Schema version
- 2014v5.0
- 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 | 2015-09-14T14:09:53-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rose YC Huie CPA | 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 | 2014-01-01 | 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 | 3317 ELM STREET | 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 | Chairman | PersonTitleTxt |
| Signature | 2015-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Rose Y C Huie | PreparerPersonNm |
| PTIN | P01224504 | PTIN |
| Phone | 5102516228 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | 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 | $29,572 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,550 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $22 | InvestmentIncomeAmt |
| 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 | $29,572 | TotalRevenueAmt |
| Salaries Other Comp Empl Bnft | $4,076 | SalariesOtherCompEmplBnftAmt |
| Fees And Other Pymt To Ind Cntrct | $9,667 | FeesAndOtherPymtToIndCntrctAmt |
| Occupancy Rent Utlts And Maint | $3,800 | OccupancyRentUtltsAndMaintAmt |
| Printing Publications Postage | $597 | PrintingPublicationsPostageAmt |
| Other Expenses Total | $5,390 | OtherExpensesTotalAmt |
| Total Expenses | $23,530 | TotalExpensesAmt |
| Excess Or Deficit For Year | $6,042 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $55,428 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,470 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,905 | BOYAmt |
| EOY | $56,700 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,335 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $313 | BOYAmt |
| EOY | $2,459 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,218 | BOYAmt |
| EOY | $61,494 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790 | BOYAmt |
| EOY | $24 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,428 | BOYAmt |
| EOY | $61,470 | 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 2014 Jackson Orthopaedic 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:Monthly arthritis and osteoporosis education classes. Provider Education Programs.Provide nursing continuing education programs.Collaborated with local university to develop new curriculum for orthopedic primary care program.Began process for obtaining Continuing Medical Education certification.Service Programs:Recycled DME for patients in need, including gently used crutches, walkers, braces & splints.Attended local health fair and screened adolescents & family members for scoliosis.ResearchPhase I of Nurse Practitioner(NP) Musculoskeletal Knowledge, Competence, and Confidence Study completed and published in The Nurse Practitioner Journal Completed Phase II of NP Musculoskeletal Knowledge, Competence, and Confidence Study and presented data at two national conferences.Phase II NP Study summary submitted for publication in The Nurse Practitioner Journal | DescriptionProgramSrvcAccomTxt |
| Grants And Allocations | $544 | GrantsAndAllocationsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $544 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| PETER SLABAUGH MD | ||
| BOARD MEMBER | 1.00 | $0 |
| CATHERINE MATTHEWS RN | ||
| BOARD MEMBER | 1.00 | $0 |
| KATHLEEN A GEIER DNP | ||
| Chairman | 10.00 | $0 |
| AJ BENHAM DNP | ||
| Secretary | 8.00 | $0 |
| JERRALD GOLDMAN MD | ||
| MED. DIRECTOR | 2.00 | $0 |
| ROBERT SPROUL MD | ||
| BOARD MEMBER | 0.50 | $0 |
| MICHAEL DIGIACOMO DPM | ||
| BOARD MEMBER | 1.00 | $0 |
| SHIRLEY NELSON | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 3317 ELM STREET 201 | 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $6,575 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,812 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $7,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,550 | CurrentTaxYearAmt |
| Total | $21,337 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,750 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $46,349 | CurrentTaxYearMinus1YearAmt |
| Total | $122,699 | 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 | $52,325 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $53,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,550 | CurrentTaxYearAmt |
| Total | $144,036 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $8,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,000 | CurrentTaxYearAmt |
| Total | $9,250 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $10,000 | CurrentTaxYearMinus1YearAmt |
| Total | $10,377 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $18,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,000 | CurrentTaxYearAmt |
| Total | $19,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $124,409 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $22 | CurrentTaxYearAmt |
| Total | $27 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $22 | CurrentTaxYearAmt |
| Total | $27 | 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 | $52,330 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $53,749 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,572 | CurrentTaxYearAmt |
| Total | $144,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.86360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89470 | PublicSupportPY509Pct |
| Investment Income CY | 0.00020 | 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 (20 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1002 | Office Expenses $249 |
| Other Expenses.1009 | Depreciation $305 |
| Other Expenses.1012 | Insurance $1514 |
| Other Expenses.1 | CREDIT CARD CHARGES $829 |
| Other Expenses.2 | FOOD & BEVERAGE $693 |
| Other Expenses.4 | PRIZE $500 |
| Other Expenses.5 | TELEPHONE & TELECOMMUNICATIONS $493 |
| Other Expenses.6 | INTERNET SERVICE $296 |
| Other Expenses.7 | WEBHOSTING $132 |
| Other Expenses.8 | BANK CHARGE $109 |
| Other Expenses.9 | UTILITIES $65 |
| Other Expenses.11 | SOFTWARE $60 |
| Other Expenses.12 | UNIFORM $54 |
| Other Expenses.13 | FINES, PENALITIES, JUDGEMENTS $48 |
| Other Expenses.14 | ANNUAL REGISTRATION FEE $25 |
| Other Expenses.15 | LICENSE & PERMIT $18 |
| Other Assets.1003 | Machinery and Equipment - Beginning $313 Machinery and Equipment - Ending $959 |
| Other Assets.1 | SECURITY DEPOSIT - Beginning $0 SECURITY DEPOSIT - Ending $1500 |
| Total Liabilities.1 | CREDIT CARDS - AMERICAN EXPRESS - Beginning $34 CREDIT CARDS - AMERICAN EXPRESS - Ending $24 |
| Total Liabilities.2 | PAYROLL TAX PAYABLE - Beginning $1756 PAYROLL TAX PAYABLE - Ending $0 |