Form 990 for tax year 2024
Filed by SOUTHERN CALIFORNIA ORTHOPEDIC RESEARCH & EDUCATION CENTER.
Totals
- Total revenue
- $242,413
- Total expenses
- $215,060
- Contributions and grants received
- $242,033
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $380
- Total assets, end of year
- $107,323
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $107,323
- Program services expenses (Part IX)
- $147,424
- Management and general expenses
- $67,636
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $147,424
Program services were 68.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$242,033
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $380 · related or exempt $380
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $70,800 · program services $3,540 · management and general $67,260
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $16,777 · program services $16,777
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $7,730 · program services $7,730
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $753 · program services $377 · management and general $376
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $7,848 · program services $7,848
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,813 · program services $1,813
-
24a · Other expenses: DUES AND MEMBERSHIPS
total $13,056 · program services $13,056
-
24b · Other expenses: PROF DEVELOPMENT - PROGRAMS
total $24,932 · program services $24,932
-
24c · Other expenses: STORAGE
total $1,700 · program services $1,700
-
24d · Other expenses: BANK CHARGES
total $318 · program services $318
-
24e · All other expenses
total $69,333 · program services $69,333
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $78,641 · end of year $105,894
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $0 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$733,831
-
10b · Land, buildings and equipment: accumulated depreciation
$732,402
-
10c · Land, buildings and equipment, net
beginning of year $3,059 · end of year $1,429
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $81,700 · end of year $107,323
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2024
Mission
THE CENTER'S PURPOSE IS TO PERFORM RESEARCH OF ORTHOPEDIC SURGICAL PROCEDURES AND TECHNIQUES AND EDUCATE THE MEDICAL INDUSTRY AND THE PUBLIC ON FINDINGS DISCOVERED THROUGH THE CENTER'S RESEARCH.
Activities or mission (Part I)
THE CENTER'S PURPOSE IS TO PERFORM RESEARCH OF ORTHOPEDIC SURGICAL PROCEDURES AND TECHNIQUES AND EDUCATE THE MEDICAL INDUSTRY AND THE PUBLIC ON FINDINGS DISCOVERED THROUGH THE
-
THE CENTER CONDUCTS RESEARCH AND SEMINARS AND COURSES AND PRODUCES VIDEOS AND EDUCATIONAL PRESENTATIONS PRIMARILY SHOWING PHOTOGRAPHY AND VIDEO OF SURGICAL PROCEDURES RELATED TO THE CENTER'S ORTHOPEDIC RESEARCH. IN CONNECTION WITH ACCOMPLISHING THIS PROGRAM THE ORGANIZATION RECEIVED DONATED SERVICES. THE VALUE OF THE SERVICES RECEIVED IS $93,750.
Expenses $147,424
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stephen J Snyder MD
Director
- Total calculated
- $0
- Hours/week
- 0.2
-
Richard D Ferkel MD
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Stagen
Director
- Total calculated
- $0
- Hours/week
- 0.2
-
Duncan Rolph
Director
- Total calculated
- $0
- Hours/week
- 0.2
-
Geoffrey Emery
Director
- Total calculated
- $0
- Hours/week
- 0.2
-
Mark H Getelman MD
Director
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve Kwak MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Arash Dini MD
Director
- Total calculated
- $0
- Hours/week
- 0.2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Southern California Orthopeic Institute
MEDICAL SERVI · CA
-
Bahamas Properties LLC
Building Leas · CA
-
5201 Truxton Avenue LLC
Building Leas · CA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Noble Orthopedic Medical Corporation
C Corp · Medical Servi · CA
-
FDP Development Inc
S Corp · Lessor of Com · CA
-
SCOI Anesthesia Medical Corporation
S Corp · medical servi · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523499349301072
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