2025-10-28T15:19:22-05:00 2024-12-31 582487348 Aprio Advisory Group LLC 111 Rockville Pike Suite 600 Rockville MD 20850 990 2024-01-01 300550076 Center for Orthopaedic Trauma Advancement CENT 8476781631 9400 W Higgins Road 305 Rosemont IL 60018 Yelena Bogdan MD Secretary/Treasurer 8476781631 2025-10-21 1 0 Stacy Cullen P00974308 3012316200 2025-10-21 2024 2025-03-06 01:10:19Z Alan L Jones MD 9400 W Higgins Road 305 Rosemont IL 60018 586952 0 X Www.cotagrants.org X 2009 IL The Center for Orthopaedic Trauma Advancement (the "Association") is a national nonprofit corporation organized to support the Orthopaedic Trauma Association, advance education and methods of teaching and training in orthopaedic trauma, improve understanding as to the treatment of musculoskeletal injury, repair and treatment, promote research concerning orthopaedic trauma and advance the interests of the public and patients community by supporting and promoting the education and study of orthopaedic trauma. Activities are funded by grants from sponsors. 11 11 0 11 0 0 302510 575900 0 0 0 0 18000 11052 320510 586952 708000 545000 0 0 0 0 0 0 0 32721 34670 740721 579670 -420211 7282 783552 679314 122850 11330 660702 667984 X The Center for Orthopaedic Trauma Advancement (the "Association") is a national nonprofit corporation organized to support the Orthopaedic Trauma Association, advance education and methods of teaching and training in orthopaedic trauma, improve understanding as to the treatment of musculoskeletal injury, repair and treatment, promote research concerning orthopaedic trauma and advance the interests of the public and patients community by supporting and promoting the education and study of orthopaedic trauma. Activities are funded by grants from sponsors. 0 0 545000 545000 Various research and education grants to orthopaedic professionals. 545000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IL X Kathleen Caswell 8476981631 9400 W Higgins Road Suite 305 Rosemont IL 60018 X Mark W Richardson MD Chair 1.00 X X 0 0 0 Alan L Jones MD President 1.00 X X 0 0 0 Yelena Bogdan Secretary/Treasurer 1.00 X X 0 0 0 Gerald Lang Vice-Chair 1.00 X X 0 0 0 Gary Benedetti MD Member-At-Large 1.00 X 0 0 0 Jana Davis MD Member-At-Large 1.00 X 0 0 0 Andrew Evans MD Member-At-Large 1.00 X 0 0 0 Bill Hakeos MD Member-At-Large 1.00 X 0 0 0 James Kesl DO Member-At-Large 1.00 X 0 0 0 Will Lack MD Member-At-Large 1.00 X 0 0 0 Mai Nguyen MD Member-At-Large 1.00 X 0 0 0 0 0 0 0 0 0 0 0 575900 575900 Returned Grants 561000 11052 11052 11052 586952 11052 0 0 545000 545000 10000 10000 18600 18600 790 790 3528 3528 1469 1469 Miscellaneous 283 283 579670 545000 34670 0 782202 679314 1350 0 783552 679314 122850 1085 0 10245 122850 11330 X 1507 587 659195 667397 660702 667984 783552 679314 7282 0 X X 0 1 X 1 0 X X 1 Orthopaetic Trauma Association 680074461 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Due to OTA 10245 10245 X 586952 0 586952 0 586952 579670 0 579670 0 579670 Part X, Line 2: The Association is a nonprofit organization exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). Accordingly, no provision for federal income taxes is required. The Organization applies the guidance on accounting for uncertain tax positions in FASB ASC 740 Income Taxes. The Organization is no longer subject to income tax examinations for tax years up to and including 2021. 1 Allegheny-Singer Research Institute PO Box 951765 Cleveland OH 44193 251320493 501(c)(3) 25000 0 Fellowship Atrium Health Foundation 208 East Boulevard Charlotte NC 28203 566060481 501(c)(3) 25000 0 Fellowship Emory University 1559 Clifton Road Atlanta GA 30322 580566256 501(c)(3) 50000 0 Fellowship Erlanger Health Systems 975 E 3rd Street Suite B-508 Chattanooga TN 37403 581664027 501(c)(3) 7500 0 Fellowship Hospital for Special Surgery 535 East 70th Street New York NY 10021 131624135 501(c)(3) 7500 0 Fellowship Orthopaedic Research Foundation Inc 8450 Northwest Boulevard Indianapolis IN 46060 351691013 501(c)(3) 7500 0 Fellowship Orthopaedic Surgery - Cedars Sinai Medical 444 S St Vincente Boulevard Suite 603 Los Angeles CA 90048 951644600 501(c)(3) 7500 0 Fellowship Regents of the University of California 1111 Franklin Street Oakland CA 94607 943067788 501(c)(3) 27500 0 Fellowship Tampa General Hospital Foundation 5 Tampa Circle HMT Suite 710 Tampa FL 33606 237354477 501(c)(3) 75000 0 Fellowship Trustees of Indiana University PO Box 78000 Detroit MI 48278 356001673 501(c)(3) 25000 0 Fellowship University Hospitals Cleveland Medical Center PO BOX 94554 Cleveland OH 44101 341567805 501(c)(3) 7500 0 Fellowship University of Alabama at Birmingham 1720 2nd Avenue South Birmingham AL 35294 636001138 501(c)(3) 7500 0 Fellowship University of Florida PO Box 931297 Atlanta GA 32611 596002052 501(c)(3) 7500 0 Fellowship University of Kentucky 740 South Limestone K401 Lexington KY 40536 616001218 501(c)(3) 25000 0 Fellowship University of Maryland Medical System Foundation Inc 110 S Paca Street 9th Floor Baltimore MD 21201 311678679 501(c)(3) 50000 0 Fellowship University of Texas HSC at Houston PO Box 301418 Dallas TX 75303 741761309 501(c)(3) 50000 0 Fellowship University of Texas HSC at San Antonio 7703 Floyd Curl Drive MC 7828 San Antonio TX 78229 741586031 501(c)(3) 7500 0 Fellowship University of Washington 12455 Collections Drive Chicago IL 60693 916001537 501(c)(3) 50000 0 Fellowship Wake Forest University Health Sciences PO Box 604096 Charlotte NC 28260 223849199 501(c)(3) 50000 0 Fellowship Washington University School of Medicine 7425 Forsyth Boulevard MSC 1034-0423-02 St Louis MO 63105 430653611 501(c)(3) 7500 0 Fellowship 20 0 Part I, Line 2: The COTA Board has established a committee to review applications and distribute grants. Grants will be awarded annually based upon the program application in the first year and the program application as well as the report of the graduating fellow in subsequent years. Grants are awarded based upon rank order and several criteria including number of fellows, number of orthopaedic trauma facilities, program history, presence and size of the orthopaedic residency, volumes of trauma admission, and complex fracture cases, university affiliation, the demonstrated exercise of education via organized conferences and the overall curriculum. Form 990, Part VI, Section B, line 11b The Form 990 is prepared by an independent accounting firm from books and records provided by the organization's accountant. A draft copy is provided to the organization's accountant and all other Board members for review. After issues raised in the review process are resolved, the final form 990 is reviewed again by the Organization's accountant and two officers prior to filing. Form 990, Part VI, Section B, line 12c The officers and directors are required to complete the conflict of interest statement on the website and confirm at the board meetings if this statement continues to be accurate. A signature is required on a written form that nothing has changed from the documentation that is provided at the board meeting. Copies of those forms are on file with the organization's executive director. Form 990, Part VI, Section C, line 19 Governing documents are available upon request. Form 990, Part XII, Line 2c: There were no changes to the organization's selection process or oversight process during the year. Orthopaedic Trauma Association 9400 W Higgins Road Suite 305 Rosemont IL 60018 680074461 ED/Research IL 501(c)(3) Line 10 OTA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 Orthopaedic Trauma Association M 10000 Cost