Nonprofit · EIN 75-3078627
ORTHOPAEDIC EDUCATION AND RESEARCH
Tax-exempt · ORANGE, CA 92868
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2024 | 990 | $2,535,758 | $1,971,350 | $564,408 | $962,154 | $3,645 | $958,509 |
| May 31, 2023 | 990 | $1,708,444 | $1,646,312 | $62,132 | $404,886 | $10,785 | $394,101 |
Financial details: 990 for the year ended May 31, 2024
Revenue
- Contributions, gifts and grants
- $2,535,758
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,071,074
- Salaries, compensation and benefits (total)
- $1,153,134
- Professional fundraising fees
- $0
- Occupancy
- $4,620
- Program services (functional)
- $487,139
- Management and general (functional)
- $1,484,211
Balance sheet and other
- Total assets, start of year
- $404,886
- Total assets, end of year
- $962,154
- Total liabilities, end of year
- $3,645
- Net assets, end of year
- $958,509
- Gross receipts
- $2,535,758
- Employees
- 21
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANCE GARDNER MD | MEDICAL DIRECTOR Trustee or director, Officer | 15 | $203,400 |
| JON WHITE | MEMBER Trustee or director | 1 | $0 |
| ROBERT S GORAB MD | MEMBER Trustee or director | 1 | $0 |
| CARLOS PRIETTO II MD | EXECUTIVE DIRECTOR/CHAIR Trustee or director, Officer | 10 | $0 |
| JEREMY SMITH | MEMBER Trustee or director | 1 | $0 |
| STEVEN BARNETT MD | MEMBER Trustee or director | 1 | $0 |
| KLANE HALES | MEMBER Trustee or director | 1 | $0 |
| ROBERT GRUMET | MEMBER Trustee or director | 1 | $0 |
| KIM MIKES | MEMBER Trustee or director | 1 | $0 |
| MARK HOFFER | MEMBER Trustee or director | 1 | $0 |
| DAVID GAZZANIGA | MEMBER Trustee or director | 1 | $0 |
| ADAM RIVADENEYERA | MEMBER Trustee or director | 1 | $0 |
| RUSSELL PETRIE | MEMBER Trustee or director | 1 | $0 |
| TRAVIS SCUDDAY | MEMBER Trustee or director | 1 | $0 |
| NADER NASSIF | MEMBER Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANCE GARDNER MD | MEDICAL DIRECTOR Trustee or director, Officer | 15 | $198,000 |
| JON WHITE | MEMBER Trustee or director | 1 | $0 |
| ROBERT S GORAB MD | MEMBER Trustee or director | 1 | $0 |
| CARLOS PRIETTO II MD | EXECUTIVE DIRECTOR/CHAIR Trustee or director, Officer | 1 | $0 |
| JEREMY SMITH | MEMBER Trustee or director | 1 | $0 |
| STEVEN BARNETT MD | MEMBER Trustee or director | 1 | $0 |
| KLANE HALES | MEMBER Trustee or director | 1 | $0 |
| ROBERT GRUMET | MEMBER Trustee or director | 1 | $0 |
| KIM MIKES | MEMBER Trustee or director | 1 | $0 |
| MICHAEL PATZAKIS | MEMBER Trustee or director | 1 | $0 |
| MARK HOFFER | MEMBER Trustee or director | 1 | $0 |
| DAVID GAZZANIGA | MEMBER Trustee or director | 1 | $0 |
| ADAM RIVADENEYERA | MEMBER Trustee or director | 1 | $0 |
| RUSSELL PETRIE | MEMBER Trustee or director | 1 | $0 |
| JAY PATEL | MEMBER Trustee or director | 1 | $0 |
| NADER NASSIF | MEMBER Trustee or director | 1 | $0 |
| TRAVIS SCUDDAY | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 280 S MAIN ST STE 200, ORANGE, CA 92868-3852
- In care of
- % ROBERT GORAB MD
- Principal officer (990 for 2023)
- CARLOS PRIETTO II MD, 280 S MAIN STREET SUITE 200, ORANGE, CA 92868
- Signed the 990
- CARLOS PRIETTO II MD, EXECUTIVE DIRECTOR
- Phone
- (714) 634-4567
- Return prepared by
- PICKETT CHEN AND COMPANY INC
California records
California keeps its own records of charities and corporations. Search them by EIN 75-3078627 or by the name ORTHOPAEDIC EDUCATION AND RESEARCH.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
ORTHOPAEDIC RESEARCH AND EDUCATIONAL ACTIVITIES.
Program accomplishments
- 1. SUPPORTS THE ORTHOPAEDIC RESEARCH, EDUCATIONAL OPERATIONS AND COMMUNITY OUTREACH ACTIVITIES WITH 6 CLINICAL RESEARCH COORDINATORS, CLINICAL RESEARCH MANAGER, EDUCATION COORDINATOR, SENIOR PROGRAMS MANAGER, ADMINISTRATOR AND MEDICAL DIRECTOR. ALSO SUPPORTS 2 SPORTS MEDICINE FELLOWS AND 2 ARTHROPLASTY FELLOWS.2. ENROLLMENT AND FOLLOW-UP VISITS FOR 30 RESEARCH STUDIES THAT ARE EITHER SPONSORED OR INVESTIGATOR INITIATED. 3. MANUSCRIPT AND ABSTRACT WRITING FOR PUBLICATION AND PRESENTATION AT NATIONAL CONFERENCES AND IN PEER REVIEWED JOURNALS. 4. MANAGEMENT OF DEPUY ACTIS STUDY DATA COLLECTION.SUPPORT FOR CLINICAL RESEARCH COORDINATOR FOR TIME SPENT ENROLLING RESEARCH SUBJECTS AND ENTERING DATA.5. SUPPORT FOR THE MANAGEMENT OF THE JOINT ARTHROPLASTY FELLOWSHIP TRAINING PROGRAM.6. SUPPORT FOR THE SPORTS MEDICINE FELLOWSHIP TRAINING PROGRAM.7. ENROLLMENT AND FOLLOW-UP VISITS FOR MYMOBILITY RESEACH PROJECT. SUPPORT FOR CLINICAL RESEARCH COORDINATORS FOR TIME SPENT ENROLLING RESEARCH SUBJECTS.8. CONTINUED ENROLLMENT AND FOLLOW UP FOR PACIRA GENICULAR RESEARCH STUDY. SUPPORT FOR CLINICAL RESEARCH COORDINATORS FOR TIME SPENT WORKING ON THE STUDY. 9. STUDY START-UP AND RESEARCH PROTOCOL DEVELOPMENT.10. FOLLOW UP OF 20 RESEARCH SUBJECTS IN SIMPLIFY MEDICAL ONE-LEVEL AND TWO-LEVELS CERVICAL DISK REPLACEMENT STUDIES.11. FOLLOW UP OF 3 RESEARCH SUBJECTS IN NUVASIVE NUVAMAP RESEARCH STUDY. SUPPORT FOR CLINICAL RESEARCH COORDINATORS FOR TIME SPENT WORKING ON THE STUDY.Expenses $487,139
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | Not on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 75-3078627
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Medical research (H50)
- Assets (IRS master file)
- $962,154
- Income (IRS master file)
- $2,535,758
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2024 | $2,535,758 | $1,971,350 | $962,154 | XML |
| 990 | May 2023 | $1,708,444 | $1,646,312 | $404,886 | XML |
| 990 | May 2022 | $1,887,033 | $1,644,339 | $340,397 | IRS |
| 990 | May 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 75-3078627).
Questions about ORTHOPAEDIC EDUCATION AND RESEARCH
- What is the EIN of ORTHOPAEDIC EDUCATION AND RESEARCH?
- The employer identification number (EIN) of ORTHOPAEDIC EDUCATION AND RESEARCH is 75-3078627.
- Is ORTHOPAEDIC EDUCATION AND RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ORTHOPAEDIC EDUCATION AND RESEARCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ORTHOPAEDIC EDUCATION AND RESEARCH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ORTHOPAEDIC EDUCATION AND RESEARCH due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ORTHOPAEDIC EDUCATION AND RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2024.
- Who is the principal officer of ORTHOPAEDIC EDUCATION AND RESEARCH?
- The 990 for the year ended May 31, 2024 names CARLOS PRIETTO II MD.
- Who are the officers and directors of ORTHOPAEDIC EDUCATION AND RESEARCH?
- The 990 for the year ended May 31, 2024 lists 15 people; 1 received compensation from the organization, the highest $203,400 (VANCE GARDNER MD, MEDICAL DIRECTOR).
- How much revenue does ORTHOPAEDIC EDUCATION AND RESEARCH have?
- On its 990 for the year ended May 31, 2024 it reported revenue of $2,535,758, expenses of $1,971,350 and total assets of $962,154 at year end.
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