CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT (EIN 30-0550076)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201412269349301636
- Schema version
- 2013v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T12:14:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 PERIMETER DR STE 760 | AddressLine1 |
| City | SCHAUMBURG | City |
| State | IL | State |
| ZIP Code | 60173 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | ADVANCEMENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CENT | BusinessNameControlTxt |
| Phone | 8473844233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD SUITE 727 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN JONES MD | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8473844233 | PhoneNum |
| Signature | 2014-07-25 | 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 | 2014-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID C TEAGUE MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD SUITE 727 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,694,854 | 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 | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,388,299 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,692,646 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,429 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,208 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,390,728 | PYTotalRevenueAmt |
| CY Total Revenue | $1,694,854 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,282,845 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,104,598 | 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 | $21,663 | PYOtherExpensesAmt |
| CY Other Expenses | $30,178 | CYOtherExpensesAmt |
| PY Total Expenses | $1,304,508 | PYTotalExpensesAmt |
| CY Total Expenses | $1,134,776 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,220 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $560,078 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,119,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,787,566 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,915 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $120,970 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,106,518 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,666,596 | 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 | $1,104,598 | ExpenseAmt |
| Grant | $1,104,598 | GrantAmt |
| Desc | VARIOUS RESEARCH AND EDUCATION GRANTS TO ORTHOPAEDIC PROFESSIONALS. | Desc |
| Total Program Service Expenses | $1,104,598 | 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 | false | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | 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 | ANNA GREENE | PersonNm |
| Phone | 8473844233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 N RIVER ROAD SUITE 727 | AddressLine1 |
| City | ROSEMONT | City |
| State | IL | State |
| ZIP Code | 60018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL CHAPMAN MD | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRENDAN PATTERSON MD | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK RICHARDSON MD | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALAN JONES MD | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAUREEN FINNEGAN MD | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID TEAGUE MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SWIONTKOWSKI MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HEATHER VALLIER MD | ||||||
| MEMBER AT LA | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY FRANZON | ||||||
| EXECUTIVE DI | 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 | $1,692,646 | AllOtherContributionsAmt |
| Total Contributions | $1,692,646 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,208 | TotalRevenueColumnAmt |
| Exclusion | $2,208 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,694,854 | TotalRevenueColumnAmt |
| Exclusion | $2,208 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,104,598 | TotalAmt |
| Program Services | $1,104,598 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,290 | TotalAmt |
| Management And General | $18,290 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581 | TotalAmt |
| Management And General | $581 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,625 | TotalAmt |
| Management And General | $4,625 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $728 | TotalAmt |
| Management And General | $728 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82 | TotalAmt |
| Management And General | $82 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38 | TotalAmt |
| Management And General | $38 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776 | TotalAmt |
| Management And General | $776 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| BOARD OF DIRECTORS | $4,556 | $4,556 |
| MISCELLANEOUS EXPENSES | $502 | $502 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134,776 | TotalAmt |
| Program Services | $1,104,598 | ProgramServicesAmt |
| Management And General | $30,178 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,251 | BOYAmt |
| EOY | $1,787,367 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182 | BOYAmt |
| EOY | $199 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,433 | BOYAmt |
| EOY | $1,787,566 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,915 | BOYAmt |
| EOY | $120,970 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,915 | BOYAmt |
| EOY | $120,970 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,167 | BOYAmt |
| EOY | $177,947 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $944,351 | BOYAmt |
| EOY | $1,488,649 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,106,518 | BOYAmt |
| EOY | $1,666,596 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,119,433 | BOYAmt |
| EOY | $1,787,566 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $560,078 | 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,196,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,375,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,388,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,646 | CurrentTaxYearAmt |
| Total | $6,526,969 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,196,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,375,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,388,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,692,646 | CurrentTaxYearAmt |
| Total | $6,526,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,082,579 | SubstantialContributorsTotAmt |
| Public Support Total170 | $444,390 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $546 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,479 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,429 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,208 | CurrentTaxYearAmt |
| Total | $13,393 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,540,362 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $1,694,854 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $1,694,854 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,694,854 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,134,776 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $1,134,776 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,134,776 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALLEGHENY GENERAL HOSPITAL | |||||||
| 1307 FEDERAL STREET 2ND FLOOR | PITTSBURGH | PA | 15212 | 251838458 | 3 | $50,000 | FELLOWSHIP |
| FOUNDATION FOR ORTHO RESEARCH & EDU | |||||||
| 13020 N TELECOM PARKWAY | TAMPA | FL | 33637 | 593555349 | 3 | $75,000 | FELLOWSHIP |
| REGENTS U OF CALIFORNIA | |||||||
| 1130 K STREET | SACRAMENTO | CA | 95814 | 946036493 | 3 | $80,000 | FELLOWSHIP |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 131624135 | 3 | $50,000 | FELLOWSHIP |
| WAKE FOREST UNIV HEALTH SCIENCE | |||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | 3 | $13,000 | FELLOWSHIP |
| OTFS RESEARCH ED FNDTN | |||||||
| 7910 FROST ST 200 | SAN DIEGO | CA | 92123 | 320170498 | 3 | $50,000 | FELLOWSHP |
| CAROLINAS HEALTHCARE FOUNDATION | |||||||
| 1221 E MOREHEAD ST | CHARLOTTE | NC | 28204 | 561398929 | 3 | $75,000 | FELLOWSHIP |
| REGENTS UNIVERSITY OF MINNESOTA | |||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 3 | $75,000 | FELLOWSHIP |
| SFGH FOUNDATION | |||||||
| 2789 25TH STREET SUITE 2028 | SAN FRANCISCO | CA | 94110 | 943189424 | 3 | $75,000 | FELLOWSHIP |
| ST LOUIS UNIVERSITY ORTHO TRAUMA | |||||||
| 3635 VISTA AVE | ST LOUIS | MO | 63110 | 430654872 | 3 | $75,000 | FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | |||||||
| HARBORVIEW MEDICAL CENTER | SEATTLE | WA | 98104 | 916001537 | 3 | $75,000 | FELLOWSHIP |
| VANDERBILT MEDICAL CENTER | |||||||
| DEPT AT 40303 | ATLANTA | GA | 31192 | 620476822 | 3 | $75,000 | FELLOWSHIP |
| U OF TEXAS HSC AT HOUSTON | |||||||
| 7000 FANNIN SUITE 1006 | HOUSTON | TX | 77030 | 741761309 | 3 | $50,000 | FELLOWSHIP |
| UMMS FOUNDATION | |||||||
| 110 S PACA ST 9TH FLOOR | BALTIMORE | MD | 21201 | 311678679 | 3 | $75,000 | FELLOWSHIP |
| OTA - FUNDED BY COTA | |||||||
| 6300 N RIVER ROAD SUITE 727 | ROSEMONT | IL | 60018 | 680074461 | 3 | $116,004 | RESEARCH/EDUCATION |
| WASHINGTON UNIVERSITY | |||||||
| 700 ROSEDALE AVE CB 1034 | ST LOUIS | MO | 63112 | 430653611 | 3 | $50,000 | FELLOWSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | 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 (5 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 3 | MANAGEMENT DUTIES ARE DELEGATED TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. |
| 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 AAOS 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. |
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