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Orthopaedic Education and Research

EIN 75-3078627 · Orange, CA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood70 out of 100GovernanceWeak40 out of 100Impact evidenceDescribes programsHow well its results are evidenced

Points to look into

  • Only 25% of its spending went to programs.

These come from the organization's own tax return. There may be a good explanation; ask the charity.

What it says it does

ORTHOPAEDIC RESEARCH AND EDUCATIONAL ACTIVITIES.

Income
$2.5 million
Spending
$2.0 million
Spent on programs
25%
Reserves
5.8 months of spending
Largest source of income
donations and private grants, 100%
Employees
21
Volunteers
0
Highest pay
$203,400, medical director

Source: Form 990 for the year ending May 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 70 out of 100. Higher than 30% of charities in its peer group (medical research, $1m to $10m).

  • Reserves

    20 of 35

    Spendable reserves would cover 5.8 months of spending.

  • Debt

    20 of 20

    It owes 0% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 22% of income.

  • Income trend

    15 of 15

    Income rose 48% on the year before.

  • Spending floor

    0 of 15

    25% of spending went to programs and raising each dollar of donations cost 0 cents.

Source: Form 990 for the year ending May 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Weak: 40 out of 100. Higher than 5% of charities in its peer group (medical research, $1m to $10m).

  • Independent board

    25 of 25

    15 of 15 voting board members are independent.

  • Conflict of interest policy

    0 of 15

    Reports no written conflict of interest policy.

  • Whistleblower policy

    0 of 8

    Reports no written whistleblower policy.

  • Record keeping policy

    0 of 7

    Reports no written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    0 of 10

    Did not give the board a copy of this return before filing it.

  • Pay set independently

    0 of 5

    Reports no independent review process for its chief executive's pay.

  • Independent check of accounts

    0 of 15

    Its accounts were not audited or reviewed by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending May 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (1)
  1. $487,139 spent. 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.

Source: Form 990 for the year ending May 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending May 2024.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since December 2006.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.