ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA

EIN: 753078627 501(c)(3) Medical Research

ORANGE, CA

Total Revenue
$2,535,758
Total Expenses
$1,971,350
Total Assets
$962,154
Net Assets
$958,509
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
CARLOS PRIETTO II MD
Phone
7146344567
Tax Period
2023-06-01 to 2024-05-31

ORTHOPAEDIC EDUCATION AND RESEARCH INSTITUTE OF SOUTHERN CALIFORNIA, founded in 2002, is a community nonprofit in the Medical Research sector that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $564K, a strong 22% operating margin.

Mission

ORTHOPAEDIC RESEARCH AND EDUCATIONAL ACTIVITIES.

Program Service Accomplishments

Program 1
Expenses: $487,139

1. SUPPORTS THE ORTHOPAEDIC RESEARCH, EDUCATIONAL OPERATIONS AND COMMUNITY OUTREACH ACTIVITIES WITH 6 CLINICAL RESEARCH COORDINATORS, CLINICAL RESEARCH MANAGER, EDUCATION COORDINATOR, SENIOR PROGRAMS...

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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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,535,758
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $2,535,758

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,153,134
Fundraising Expenses $0
Program Expenses $487,139
Other Expenses $818,216
TOTAL EXPENSES $1,971,350

Year-over-Year Comparison

2023 2022 Change
Revenue $2,535,758 $1,708,444 +0.5%
Expenses $1,971,350 $1,646,312 +0.2%
Net Income $564,408 $62,132 +8.1%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
21
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
2
$203,400
Total Directors
15
$203,400
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VANCE GARDNER MD MEDICAL DIRECTOR 15.00
Officer Director
$203,400 $0 $203,400
JON WHITE MEMBER 1.00
Director
$0 $0 $0
ROBERT S GORAB MD MEMBER 1.00
Director
$0 $0 $0
CARLOS PRIETTO II MD EXECUTIVE DIRECTOR/CHAIR 10.00
Officer Director
$0 $0 $0
JEREMY SMITH MEMBER 1.00
Director
$0 $0 $0
STEVEN BARNETT MD MEMBER 1.00
Director
$0 $0 $0
KLANE HALES MEMBER 1.00
Director
$0 $0 $0
ROBERT GRUMET MEMBER 1.00
Director
$0 $0 $0
KIM MIKES MEMBER 1.00
Director
$0 $0 $0
MARK HOFFER MEMBER 1.00
Director
$0 $0 $0
DAVID GAZZANIGA MEMBER 1.00
Director
$0 $0 $0
ADAM RIVADENEYERA MEMBER 1.00
Director
$0 $0 $0
RUSSELL PETRIE MEMBER 1.00
Director
$0 $0 $0
TRAVIS SCUDDAY MEMBER 1.00
Director
$0 $0 $0
NADER NASSIF MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $2,535,758 $1,971,350 $962,154 $564,408
2023 $1,708,444 $1,646,312 $404,886 $62,132
2022 $1,887,033 $1,644,339 $340,397 $242,694
2021 $1,492,812 $1,454,845 $240,927 $37,967
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