CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CENTER FOR ORTHOPAEDIC TRAUMA ADVANCEMENT (EIN 30-0550076)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-03
- IRS object ID
- 201311559349300501
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-06-03T14:15:22-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUTCHINS ROBBINS & DIAMOND LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300550076 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | CENT | NameControl |
| Phone | 8473844233 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN JONES MD | Name |
| Title | TREASURER | Title |
| Phone | 8473844233 | Phone |
| Date Signed | 2013-06-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID WASIELEWSKI | Name |
| Phone | 8472401040 | Phone |
| Date Prepared | 2013-05-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRENDAN PATTERSON MD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 1390728 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.COTAGRANTS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2009 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 1375000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1388299 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3731 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2429 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1378731 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1390728 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1341247 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1282845 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 24234 | OtherExpensePriorYear |
| Other Expenses Current Year | 21663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1365481 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1304508 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 13250 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 86220 | RevenuesLessExpensesCY |
| Total Assets BOY | 1070175 | TotalAssetsBOY |
| Total Assets EOY | 1119433 | TotalAssetsEOY |
| Total Liabilities BOY | 49877 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12915 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1020298 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1106518 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1282845 | Expense |
| Grants | 1282845 | Grants |
| Description | VARIOUS RESEARCH AND EDUCATION GRANTS TO ORTHOPAEDIC PROFESSIONALS. | Description |
| Total Program Service Expense | 1282845 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | true | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANNA GREENE | NamePerson |
| Telephone Number | 8473844233 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (7 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MICHAEL CHAPMAN MD | ||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| BRENDAN PATTERSON MD | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| MARK RICHARDSON MD | ||||||
| VICE-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| ALAN JONES MD | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| MAUREEN FINNEGAN MD | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| DAVID TEAGUE MD | ||||||
| MEMBER AT LA | 1.00 | X | 0 | 0 | 0 | |
| NANCY FRANZON | ||||||
| EXECUTIVE DI | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| All Other Contributions | 1388299 | AllOtherContributions |
| Total Contributions | 1388299 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2429 | TotalRevenueColumn |
| Exclusion | $2,429 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1390728 | TotalRevenueColumn |
| Exclusion | $2,429 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1282845 | Total |
| Program Services | 1282845 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12595 | Total |
| Management And General | 12595 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651 | Total |
| Management And General | 651 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4625 | Total |
| Management And General | 4625 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 424 | Total |
| Management And General | 424 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93 | Total |
| Management And General | 93 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771 | Total |
| Management And General | 771 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730 | Total |
| Management And General | 730 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| BOARD OF DIRECTORS | 1685 | 1685 |
| MISCELLANEOUS EXPENSES | 89 | 89 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1304508 | Total |
| Program Services | 1282845 | ProgramServices |
| Management And General | 21663 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070000 | BOY |
| EOY | 1119251 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175 | BOY |
| EOY | 182 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070175 | BOY |
| EOY | 1119433 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49877 | BOY |
| EOY | 12915 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49877 | BOY |
| EOY | 12915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137651 | BOY |
| EOY | 162167 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 882647 | BOY |
| EOY | 944351 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1020298 | BOY |
| EOY | 1106518 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1070175 | BOY |
| EOY | 1119433 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 86220 | ReconcilationRevenueExpenses |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1196024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 875000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1375000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1388299 | CurrentTaxYear |
| Total | 4834323 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1196024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 875000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1375000 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1388299 | CurrentTaxYear |
| Total | 4834323 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4606180 | AmountsSubstContributorsTotal |
| Public Support Total170 | 228143 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4479 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3731 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2429 | CurrentTaxYear |
| Total | 11185 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 4845508 | TotalSupport |
| First5 Years170 | X | First5Years170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Revenue Etc Audited Fincl Stmt | 1390728 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 1390728 | RevenueSubtotal |
| Total Revenue Per Form990 | 1390728 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1304508 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 1304508 | ExpensesSubtotal |
| Total Expenses Per Form990 | 1304508 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LIABILITY UNDER FIN 48 FOOTNOTE | Identifier |
| Return Reference | SCHEDULE D, PAGE 3, PART X | ReturnReference |
| Explanation | TAX STATUS: THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ASSOCIATION'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ASSOCIATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION AND ILLINOIS JURISDICTION. THE ASSOCIATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2009. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (18 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| ALLEGHENY GENERAL HOSPITAL | |||||||
| 1307 FEDERAL STREET 2ND FLOOR | PITTSBURGH | PA | 15212 | 251838458 | 3 | 75000 | FELLOWSHIP |
| FOUNDATION FOR ORTHO RESEARCH & EDU | |||||||
| 13020 N TELECOM PARKWAY | TAMPA | FL | 33637 | 593555349 | 3 | 75000 | FELLOWSHIP |
| HOSPITAL FOR SPECIAL SURGERY | |||||||
| 535 EAST 70TH ST | NEW YORK | NY | 10021 | 131624135 | 3 | 75000 | FELLOWSHIP |
| RENO ORTHO EDUC & RESEARCH FNDTN | |||||||
| 555 N ARLINGTON AVE | RENO | NV | 89503 | 880278047 | 3 | 50000 | FELLOWSHIP |
| UNIV OF ALABAMA AT BIRMINGHAM | |||||||
| 510 20TH ST SOUTH FOT 960 | BIRMINGHAM | AL | 35294 | 630649108 | 3 | 50000 | FELLOWSHIP |
| WAKE FOREST UNIV HEALTH SCIENCE | |||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | 223849199 | 3 | 75000 | FELLOWSHIP |
| CAROLINAS HEALTHCARE FOUNDATION | |||||||
| 1221 E MOREHEAD ST | CHARLOTTE | NC | 28204 | 561398929 | 3 | 75000 | FELLOWSHIP |
| REGENTS UNIVERSITY OF MINNESOTA | |||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | 416007513 | 3 | 75000 | FELLOWSHIP |
| SFGH FOUNDATION | |||||||
| 2789 25TH STREET SUITE 2028 | SAN FRANCISCO | CA | 94110 | 943189424 | 3 | 75000 | FELLOWSHIP |
| ST LOUIS UNIVERSITY ORTHO TRAUMA | |||||||
| 3635 VISTA AVE | ST LOUIS | MO | 63110 | 430654872 | 3 | 75000 | FELLOWSHIP |
| UNIVERSITY OF WASHINGTON | |||||||
| HARBORVIEW MEDICAL CENTER | SEATTLE | WA | 98104 | 916001537 | 3 | 75000 | FELLOWSHIP |
| VANDERBILT MEDICAL CENTER | |||||||
| DEPT AT 40303 | ATLANTA | GA | 31192 | 620476822 | 3 | 75000 | FELLOWSHIP |
| BRIGHAM & WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS ST | BOSTON | MA | 02114 | 042312909 | 3 | 75000 | FELLOWSHIP |
| MIAMI UNIVERSITY | |||||||
| DEPARTMENT OF ORTHOPAEDICS | MIAMI | FL | 33136 | 592579831 | 3 | 50000 | FELLOWSHIP |
| U OF TEXAS HSC AT HOUSTON | |||||||
| 7000 FANNIN SUITE 1006 | HOUSTON | TX | 77030 | 741761309 | 3 | 75000 | FELLOWSHIP |
| FOUNDATION OF UMDNJ | |||||||
| 120 ALBANY ST TOWER TWO STE 850 | NEW BRUNSWICK | NJ | 08901 | 237313160 | 3 | 50000 | FELLOWSHIP |
| UMMS FOUNDATION | |||||||
| 110 S PACA ST 9TH FLOOR | BALTIMORE | MD | 21201 | 311678679 | 3 | 75000 | FELLOWSHIP |
| OTA - FUNDED BY COTA | |||||||
| 6300 N RIVER ROAD SUITE 727 | ROSEMONT | IL | 60018 | 680074461 | 3 | 100000 | RESEARCH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 18 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | 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. |
| MANAGEMENT DELEGATED | FORM 990, PAGE 6, PART VI, LINE 3 | MANAGEMENT DUTIES ARE DELEGATED TO AMERICAN ACADEMY OF ORTHOPAEDIC SURGEONS. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | 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. |
| ENFORCEMENT OF CONFLICTS POLICY | 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 THAN 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. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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