CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT (EIN 30-0550076)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349310251
- Schema version
- 2017v2.3
- 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 | 2018-11-14T15:14:34-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363856676 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DR STE 760 | AddressLine1Txt |
| City | SCHAUMBURG | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300550076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CENTER FOR ORTHOPAEDIC TRAUMA | BusinessNameLine1Txt |
| Business Name Line2 | ADVANCEMENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 8476781631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD RM/STE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAUREEN FINNEGAN MD | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 8473844233 | PhoneNum |
| Signature | 2018-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHAD PORTER | PreparerPersonNm |
| PTIN | P01058119 | PTIN |
| Phone | 8472401040 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 15:14:34 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6E9F428E2D34B9033604C478D6A5B33DEF313AE3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F54AA8E5C2852FAB473639AD7A0166FAFED196F4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALAN L JONES MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD SUITE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $675,926 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COTAGRANTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $967,085 | PYContributionsGrantsAmt |
| CY Contributions Grants | $675,750 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $111,239 | PYOtherRevenueAmt |
| CY Other Revenue | $176 | CYOtherRevenueAmt |
| PY Total Revenue | $1,078,324 | PYTotalRevenueAmt |
| CY Total Revenue | $675,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $976,805 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $744,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,666 | PYOtherExpensesAmt |
| CY Other Expenses | $29,675 | CYOtherExpensesAmt |
| PY Total Expenses | $996,471 | PYTotalExpensesAmt |
| CY Total Expenses | $773,675 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $81,853 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$97,749 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,737,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,647,029 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,337 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,338 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,733,440 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,635,691 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $744,000 | ExpenseAmt |
| Grant | $744,000 | GrantAmt |
| Desc | VARIOUS RESEARCH AND EDUCATION GRANTS TO ORTHOPAEDIC PROFESSIONALS. | Desc |
| Total Program Service Expenses | $744,000 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN CASWELL | PersonNm |
| Phone | 8476981631 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD SUITE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARK W RICHARDSON MD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN L JONES MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAUREEN FINNEGAN MD | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HEATHER A VALLIER MD | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARC F SWIONTKOWSKI MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDAN M PATTERSON MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD LANG | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YELENA BOGDAN MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $675,750 | AllOtherContributionsAmt |
| Total Contributions | $675,750 | TotalContributionsAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF UNEXPENDED GRANTS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $176 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $675,926 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $176 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $744,000 | TotalAmt |
| Program Services | $744,000 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,375 | TotalAmt |
| Management And General | $15,375 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10 | TotalAmt |
| Management And General | $10 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,450 | TotalAmt |
| Management And General | $8,450 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Management And General | $35 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,217 | TotalAmt |
| Management And General | $1,217 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835 | TotalAmt |
| Management And General | $835 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Total | $3,753 | TotalAmt |
| Management And General | $3,753 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $773,675 | TotalAmt |
| Program Services | $744,000 | ProgramServicesAmt |
| Management And General | $29,675 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,240 | BOYAmt |
| EOY | $1,646,279 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,537 | BOYAmt |
| EOY | $750 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,777 | BOYAmt |
| EOY | $1,647,029 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,337 | BOYAmt |
| EOY | $11,338 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,337 | BOYAmt |
| EOY | $11,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,982 | BOYAmt |
| EOY | $93,307 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,635,458 | BOYAmt |
| EOY | $1,542,384 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,733,440 | BOYAmt |
| EOY | $1,635,691 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,737,777 | BOYAmt |
| EOY | $1,647,029 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$97,749 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC TRAUMA ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680074461 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (true) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $675,926 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $675,926 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $675,926 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $773,675 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $773,675 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $773,675 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRIGHAM & WOMEN'S HOSPITAL | ||||||||
| 60 FENWOOD ROAD | BOSTON | MA | 02115 | 042312909 | 3 | $110,000 | FELLOWSHIP | |
| CH FOUNDATION | ||||||||
| 20 8 EAST BLVD | CHARLOTTE | NC | 28203 | 566060481 | 3 | $60,000 | FELLOWSHIP | |
| CURATORS OF THE UNIV OF MISSOURI | ||||||||
| PO BOX 807012 | KANSAS CITY | MO | 64180 | 436003859 | 3 | $10,000 | FELLOWSHIP | |
| DUKE UNVERSITY | ||||||||
| DUMC 2806 | DURHAM | NC | 27710 | 560532129 | 3 | $10,000 | FELLOWSHIP | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 136714749 | 3 | $60,000 | FELLOWSHIP | |
| METHODIST HEALTH FOUNDATION | ||||||||
| 1801 N SENATE BLVD SUITE 535 | INDIANAPOLIS | IN | 46202 | 356043086 | 3 | $35,000 | FELLOWSHIP | |
| MUSCOSKELETAL ORGANIZATION FOR | ||||||||
| 555 N ARLINGTON AVE | RENO | NV | 89503 | 880278047 | 3 | $35,000 | FELLOWSHIP | RESEARCH AND EDUCATION |
| ORLANDO HEALTH MEDICAL ED ORTHO | ||||||||
| 1222 S ORANGE AVE 5TH FLOOR | ORLANDO | FL | 32806 | 591726273 | 3 | $35,000 | FELLOWSHIP | |
| REGENTS UNIVERSITY OF MINNESOTA | ||||||||
| NW 5957 PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 3 | $54,000 | FELLOWSHIP | |
| SAN FRANCISCO GENERAL HOSPITAL | ||||||||
| PO BOX 410836 | SAN FRANCISCO | CA | 94141 | 943189424 | 3 | $60,000 | FELLOWSHIP | FOUNDATION |
| TAMPA GENERAL HOSPITAL FOUNDATION | ||||||||
| 5 TAMPA GENERAL CIRCLE SUITE 710 | TAMPA | FL | 33606 | 237354477 | 3 | $60,000 | FELLOWSHIP | |
| UNIV OF MARYLAND MEDICAL | ||||||||
| 110 S PACCA STREET 9TH FLOOR | BALTIMORE | MD | 21201 | 522238893 | 3 | $60,000 | FELLLOWSHIP | SYSTEM FOUNDATION |
| U OF TEXAS HSC AT HOUSTON | ||||||||
| PO BOX 301418 | DALLAS | TX | 75303 | 741761309 | 3 | $60,000 | FELLOWSHIP | |
| UNIVERSITY OF WASHINGTON | ||||||||
| 12455 COLLECTIONS DRIVE | CHICAGO | IL | 60693 | 916001537 | 3 | $60,000 | FELLOWSHIP | |
| VANDERBILT MEDICAL CENTER | ||||||||
| DEPT 1236PO BOX 121236 | DALLAS | TX | 75312 | 352528741 | 3 | $10,000 | FELLOWSHIP | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | 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 FACULTY, PROGRAM HISTORY, PRESENCE AND SIZE OF THE ORTHOPAEDIC RESIDENCY, VOLUMES OF TRAUMA ADMISSIONS, AND COMPLEX FRACTURE CASES, UNIVERSITY AFFILIATION, THE DEMONSTRATED EXERCISE OF EDUCATION VIA ORGANIZED CONFERENCES AND THE OVERALL CURRICULUM. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | 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. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDANT ACCOUNTING FIRM FROM BOOKS AND RECORDS PROVIDED BY THE ORGANIZATION'S ACCOUNTANT. A DRAFT COPY IS PROVIDED TO THE ORGANIZATION'S ACCOUNTANT AND ALL 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORTHOPAEDIC TRAUMA ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9400 W HIGGINS ROAD SUITE 305 | AddressLine1Txt |
| City | ROSEMONT | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680074461 | EIN |
| Primary Activities | ED/RESRCH | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501C3 | ExemptCodeSectionTxt |
| Public Charity Status | 10 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Comments